Walmart Inc.
WMT- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000104169
In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 7 sales; 4,426 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.
13F holders, Q2 2023
Institutional positions in Walmart Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,883
- +50 vs. Q1 2023
- Shares held
- 917.9M
- +27.4M (+3.1%) vs. Q1 2023
- Total value
- $143.0B
- +$12.1B (+9.2%) vs. Q1 2023
- New holders
- 173
- 1,213 more added
- Sold out
- 123
- 1,130 more reduced
26 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hendershot Investments Inc. | 4,541 | $713.8K | 0.12% | −139−3.0% | Reduced |
| Triangle Securities Wealth Management | 4,555 | $715.9K | 0.25% | −155−3.3% | Reduced |
| Richard W. Paul & Associates, LLC | 4,572 | $718.6K | 0.31% | −2,116−31.6% | Reduced |
| Norwood Financial Corp | 4,590 | $721.4K | 1.08% | −350−7.1% | Reduced |
| Drive Wealth Management, LLC | 4,601 | $723.2K | 0.27% | +409+9.8% | Added |
| Great Lakes Retirement, Inc. | 4,602 | $723.3K | 0.13% | +95+2.1% | Added |
| JSF Financial, LLC | 4,602 | $723.3K | 0.26% | +40+0.9% | Added |
| Asset Management Group, Inc. | 4,617 | $725.7K | 0.15% | +36+0.8% | Added |
| Capital Markets Trading UK LLP | 4,623 | $727.0K | 0.53% | +4,623 | New |
| Oak Asset Management, LLC | 4,631 | $727.9K | 0.30% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,633 | $728.2K | 0.08% | +126+2.8% | Added |
| Evoke Wealth, LLC | 4,636 | $728.7K | 0.03% | +140+3.1% | Added |
| Beacon Investment Advisory Services, Inc. | 4,643 | $729.8K | 0.03% | +3,175+216.3% | Added |
| Wulff, Hansen & Co. | 4,646 | $730.3K | 0.82% | 00.0% | Unchanged |
| Prostatis Group LLC | 611,020 | $730.7K | 0.34% | +606,735+14,159.5% | Added |
| Aspiriant, LLC | 4,655 | $731.6K | 0.04% | −100−2.1% | Reduced |
| Camden National Bank | 4,655 | $731.7K | 0.14% | +79+1.7% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,731 | $733.5K | 0.53% | +8+0.2% | Added |
| Compass Financial Group, INC | 4,677 | $735.2K | 0.22% | +1,821+63.8% | Added |
| Indiana Trust & Investment Management CO | 4,683 | $736.1K | 0.38% | −80−1.7% | Reduced |
| Nilsine Partners, LLC | 4,699 | $738.6K | 0.11% | +169+3.7% | Added |
| Peak Planning Group, LLC | 4,699 | $738.7K | 0.55% | −86−1.8% | Reduced |
| Investors Research Corp | 4,707 | $739.8K | 0.19% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,708 | $740.0K | 0.16% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,717 | $741.4K | 0.16% | +4,717 | New |
| Sustainable Insight Capital Management, LLC | 4,737 | $744.6K | 0.69% | +2,786+142.8% | Added |
| Augustine Asset Management Inc | 4,739 | $744.9K | 0.34% | +105+2.3% | Added |
| Veracity Capital LLC | 4,749 | $746.4K | 0.32% | −153−3.1% | Reduced |
| ICA Group Wealth Management, LLC | 4,753 | $747.1K | 0.19% | −8,467−64.0% | Reduced |
| JFS Wealth Advisors, LLC | 4,754 | $747.2K | 0.07% | −118−2.4% | Reduced |
| Sheets Smith Wealth Management | 4,769 | $749.5K | 0.11% | −24−0.5% | Reduced |
| Garde Capital, Inc. | 4,774 | $750.0K | 0.06% | +4,000+516.8% | Added |
| Triton Wealth Management, PLLC | 4,690 | $750.4K | 0.42% | −910−16.3% | Reduced |
| Wealth Effects LLC | 4,777 | $750.8K | 0.33% | −99−2.0% | Reduced |
| Tributary Capital Management, LLC | 4,780 | $751.3K | 0.07% | −1,130−19.1% | Reduced |
| Vantage Consulting Group Inc | 4,788 | $752.6K | 0.43% | −788−14.1% | Reduced |
| Syntax Advisors, LLC | 4,788 | $752.6K | 0.61% | −788−14.1% | Reduced |
| Cadinha & Co LLC | 4,798 | $754.2K | 0.14% | +869+22.1% | Added |
| D'Orazio & Associates, Inc. | 4,829 | $759.1K | 0.18% | −2,273−32.0% | Reduced |
| First County Bank | 4,835 | $760.0K | 0.37% | +47+1.0% | Added |
| Smith Shellnut Wilson LLC | 4,836 | $760.1K | 0.43% | −5−0.1% | Reduced |
| Perennial Investment Advisors, LLC | 4,841 | $760.9K | 0.14% | −673−12.2% | Reduced |
| Cardiff Park Advisors, LLC | 4,842 | $761.1K | 0.09% | +23+0.5% | Added |
| Davis R M Inc | 4,862 | $764.0K | 0.02% | −742−13.2% | Reduced |
| MCF Advisors LLC | 4,904 | $770.8K | 0.07% | −180−3.5% | Reduced |
| Callan Capital, LLC | 4,928 | $774.6K | 0.09% | −644−11.6% | Reduced |
| Journey Strategic Wealth LLC | 4,932 | $775.3K | 0.04% | −835−14.5% | Reduced |
| Optas, LLC | 4,934 | $775.5K | 0.26% | −68−1.4% | Reduced |
| Foster Group, Inc. | 4,938 | $776.1K | 0.05% | −974−16.5% | Reduced |
| RW Investment Management LLC | 4,949 | $777.9K | 0.16% | 00.0% | Unchanged |
| W Advisors, LLC | 4,950 | $778.1K | 0.61% | −10.0% | Reduced |
| Gleason Group, Inc. | 4,962 | $779.9K | 0.20% | −61−1.2% | Reduced |
| Leonteq Securities AG | 4,962 | $779.9K | 0.08% | −7,787−61.1% | Reduced |
| Crumly & Associates Inc. | 4,965 | $780.4K | 0.31% | −182−3.5% | Reduced |
| Johnson Midwest Financial, LLC | 4,969 | $781.1K | 0.69% | +6+0.1% | Added |
| Concord Wealth Partners | 4,995 | $785.2K | 0.17% | +1,501+43.0% | Added |
| Camden Capital, LLC | 4,998 | $785.5K | 0.09% | +359+7.7% | Added |
| St. Louis Trust Co | 5,000 | $785.9K | 0.14% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,011 | $787.6K | 0.01% | −15−0.3% | Reduced |
| Prentice Wealth Management LLC | 5,011 | $787.6K | 0.36% | +611+13.9% | Added |
| DFPG Investments, LLC | 5,095 | $787.8K | 0.07% | −3,837−43.0% | Reduced |
| Curbstone Financial Management Corp | 5,018 | $788.7K | 0.19% | −100−2.0% | Reduced |
| Larson Financial Group LLC | 5,020 | $789.1K | 0.08% | +222+4.6% | Added |
| Greenfield Savings Bank | 5,039 | $792.0K | 0.54% | −284−5.3% | Reduced |
| Ethic Inc. | 5,040 | $792.1K | 0.03% | +593+13.3% | Added |
| Cahaba Wealth Management, Inc. | 5,072 | $797.3K | 0.09% | −417−7.6% | Reduced |
| Magnus Financial Group LLC | 5,073 | $797.3K | 0.11% | −270−5.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,075 | $797.7K | 0.74% | +157+3.2% | Added |
| Brandywine Oak Private Wealth LLC | 5,076 | $797.8K | 0.09% | −35−0.7% | Reduced |
| Aureus Asset Management, LLC | 5,076 | $797.9K | 0.06% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 5,078 | $798.2K | 0.16% | −22−0.4% | Reduced |
| Eqis Capital Management, Inc. | 5,084 | $799.0K | 0.09% | +1,559+44.2% | Added |
| Nova R Wealth, Inc. | 5,088 | $799.7K | 0.54% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,092 | $800.4K | 0.18% | +963+23.3% | Added |
| Old North State Trust, LLC | 5,094 | $801.0K | 0.59% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 5,102 | $802.0K | 0.06% | +5,102 | New |
| Pflug Koory, LLC | 5,110 | $803.2K | 0.41% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 5,123 | $805.0K | 0.28% | −475−8.5% | Reduced |
| Foundation Resource Management Inc | 5,126 | $806.0K | 0.13% | +33+0.6% | Added |
| BDO Wealth Advisors, LLC | 5,137 | $807.4K | 0.09% | −15,953−75.6% | Reduced |
| Canvas Wealth Advisors, LLC | 5,071 | $807.8K | 0.30% | −605−10.7% | Reduced |
| Autumn Glory Partners, LLC | 5,143 | $808.4K | 0.59% | +5,143 | New |
| CRA Financial Services, LLC | 5,153 | $809.9K | 0.22% | +347+7.2% | Added |
| Arnhold LLC | 5,184 | $814.8K | 0.09% | 00.0% | Unchanged |
| Mainsail Financial Group, LLC | 5,188 | $815.5K | 0.76% | −319−5.8% | Reduced |
| Sterneck Capital Management, LLC | 5,205 | $818.1K | 0.50% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,210 | $818.9K | 0.01% | +326+6.7% | Added |
| Fluent Financial, LLC | 5,231 | $822.2K | 0.53% | +5,231 | New |
| S.E.E.D. Planning Group LLC | 5,242 | $823.9K | 0.29% | +30+0.6% | Added |
| Regent Peak Wealth Advisors LLC | 5,243 | $824.0K | 0.24% | −130−2.4% | Reduced |
| 626 Financial, LLC | 5,246 | $824.5K | 0.53% | −467−8.2% | Reduced |
| TD Capital Management LLC | 5,260 | $826.8K | 0.10% | −2,977−36.1% | Reduced |
| LCNB Corp | 5,264 | $827.4K | 0.35% | −14−0.3% | Reduced |
| Cornerstone Advisory, LLC | 5,265 | $827.6K | 0.15% | −634−10.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,266 | $828.0K | 0.05% | +52+1.0% | Added |
| Cowa, LLC | 5,275 | $829.2K | 0.55% | −72,735−93.2% | Reduced |
| Gould Asset Management LLC | 5,281 | $830.1K | 0.23% | −10−0.2% | Reduced |
| Allstate Corp | 5,284 | $830.5K | 0.05% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 5,297 | $832.6K | 0.53% | −300−5.4% | Reduced |
| N.E.W. Advisory Services LLC | 5,302 | $833.3K | 0.12% | +231+4.6% | Added |