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 |
|---|---|---|---|---|---|
| MJP Associates Inc | 5,306 | $834.1K | 0.28% | −105−1.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,321 | $836.3K | 0.06% | +10.0% | Added |
| Eagle Rock Investment Company, LLC | 5,419 | $839.1K | 0.18% | 00.0% | Unchanged |
| MBL Wealth, LLC | 5,345 | $840.1K | 0.12% | +1,689+46.2% | Added |
| Sugarloaf Wealth Management, LLC | 5,359 | $842.4K | 0.20% | +224+4.4% | Added |
| Annex Advisory Services, LLC | 5,359 | $842.4K | 0.05% | +98+1.9% | Added |
| Mount Yale Investment Advisors, LLC | 5,371 | $844.2K | 0.09% | −307−5.4% | Reduced |
| First National Bank of South Miami | 5,376 | $845.0K | 0.68% | −244−4.3% | Reduced |
| PDS Planning, Inc | 5,397 | $848.3K | 0.11% | +261+5.1% | Added |
| Capital Management Associates | 5,400 | $848.8K | 1.25% | +2,000+58.8% | Added |
| Massachusetts Wealth Management | 5,401 | $848.9K | 0.81% | +750+16.1% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 5,405 | $849.6K | 0.82% | +424+8.5% | Added |
| Strong Tower Advisory Services | 5,414 | $851.1K | 0.40% | +190+3.6% | Added |
| Castle Rock Wealth Management, LLC | 5,384 | $851.3K | 0.29% | −41−0.8% | Reduced |
| Private Wealth Partners, LLC | 5,432 | $853.8K | 0.08% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 5,459 | $858.0K | 0.28% | +218+4.2% | Added |
| Austin Private Wealth, LLC | 5,459 | $858.0K | 0.12% | +214+4.1% | Added |
| Stableford Capital II LLC | 5,359 | $858.8K | 0.38% | +5,359 | New |
| Atlas Capital Advisors LLC | 5,468 | $859.5K | 0.13% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 5,470 | $859.8K | 0.19% | −389−6.6% | Reduced |
| REDW Wealth LLC | 5,482 | $861.7K | 0.26% | −2,106−27.8% | Reduced |
| Chapin Davis, Inc. | 5,513 | $866.6K | 0.41% | +80+1.5% | Added |
| Sentry Investment Management LLC | 5,517 | $867.0K | 0.33% | −828−13.0% | Reduced |
| Laraway Financial Inc | 5,528 | $868.8K | 0.86% | −397−6.7% | Reduced |
| LexAurum Advisors, LLC | 5,530 | $869.2K | 0.26% | +89+1.6% | Added |
| Solstein Capital, LLC | 5,547 | $871.9K | 0.73% | +296+5.6% | Added |
| Blueprint Investment Partners LLC | 5,557 | $873.4K | 0.31% | −2,214−28.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,559 | $873.8K | 0.08% | 00.0% | Unchanged |
| Bridgeworth, LLC | 5,560 | $873.9K | 0.10% | +264+5.0% | Added |
| Etfidea, LLC | 5,599 | $880.1K | 0.36% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 5,601 | $880.4K | 1.22% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,615 | $882.6K | 0.12% | −251−4.3% | Reduced |
| Great Diamond Partners, LLC | 5,633 | $885.4K | 0.23% | +89+1.6% | Added |
| Personal Cfo Solutions, LLC | 5,643 | $887.0K | 0.18% | +200+3.7% | Added |
| Financial Partners Group, Inc | 5,609 | $888.1K | 0.18% | −612−9.8% | Reduced |
| Helen Stephens Group, LLC | 5,667 | $890.8K | 0.45% | +42+0.7% | Added |
| Valley National Advisers Inc | 5,662 | $891.0K | 0.15% | −175−3.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,690 | $894.3K | 0.09% | −825−12.7% | Reduced |
| Prudent Man Advisors, LLC | 5,691 | $895.0K | 0.34% | −109−1.9% | Reduced |
| Avestar Capital, LLC | 5,713 | $898.0K | 0.16% | +511+9.8% | Added |
| Cyrus J. Lawrence, LLC | 5,720 | $899.0K | 0.26% | −25−0.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,727 | $900.1K | 0.42% | +54+1.0% | Added |
| TFB Advisors LLC | 5,736 | $901.6K | 0.39% | +4,290+296.7% | Added |
| Bill Few Associates, Inc. | 5,742 | $902.6K | 0.47% | −229−3.8% | Reduced |
| Icon Wealth Partners, LLC | 5,744 | $902.9K | 0.10% | −2,217−27.8% | Reduced |
| IMS Capital Management | 5,748 | $903.4K | 0.50% | +14+0.2% | Added |
| Byrne Asset Management LLC | 5,749 | $904.0K | 0.59% | −1,462−20.3% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,753 | $904.0K | 0.65% | −289−4.8% | Reduced |
| Red Wave Investments LLC | 5,755 | $904.6K | 0.37% | −37−0.6% | Reduced |
| Abacus Planning Group, Inc. | 5,771 | $907.1K | 0.22% | +178+3.2% | Added |
| Wealthspan Partners, LLC | 5,789 | $909.9K | 0.72% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 5,800 | $911.6K | 1.46% | +462+8.7% | Added |
| Americana Partners, LLC | 5,807 | $912.8K | 0.12% | +90+1.6% | Added |
| Resolute Wealth Strategies, LLC | 5,820 | $914.7K | 0.71% | +140+2.5% | Added |
| Biltmore Family Office, LLC | 5,824 | $915.3K | 0.19% | +246+4.4% | Added |
| IVC Wealth Advisors LLC | 5,831 | $916.5K | 0.58% | +5,831 | New |
| Sunburst Financial Group, LLC | 5,836 | $917.3K | 0.32% | +83+1.4% | Added |
| Benin Management CORP | 5,840 | $917.9K | 0.33% | +24+0.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,855 | $920.8K | 0.07% | −401−6.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,946 | $921.0K | 0.02% | −19,190−76.3% | Reduced |
| Peterson Wealth Management | 5,866 | $921.9K | 0.73% | +370+6.7% | Added |
| General Partner, Inc. | 5,887 | $925.3K | 0.77% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 5,892 | $926.1K | 0.19% | +127+2.2% | Added |
| Strait & Sound Wealth Management LLC | 5,898 | $927.1K | 0.92% | −1,134−16.1% | Reduced |
| Dillon & Associates Inc | 5,913 | $928.0K | 0.17% | −400−6.3% | Reduced |
| Southeast Asset Advisors Inc. | 5,914 | $929.6K | 0.13% | −73−1.2% | Reduced |
| Founders Financial Alliance, LLC | 5,917 | $930.0K | 0.37% | +1,407+31.2% | Added |
| Merriman Wealth Management, LLC | 5,921 | $930.7K | 0.05% | −10−0.2% | Reduced |
| Coastline Trust Co | 5,935 | $932.9K | 0.13% | +462+8.4% | Added |
| Simplicity Wealth,LLC | 5,936 | $933.0K | 0.58% | +452+8.2% | Added |
| TCI Wealth Advisors, Inc. | 5,940 | $933.7K | 0.12% | −23−0.4% | Reduced |
| Columbus Macro, LLC | 5,973 | $934.2K | 0.37% | +770+14.8% | Added |
| Verdence Capital Advisors LLC | 5,976 | $939.2K | 0.11% | +65+1.1% | Added |
| Coastal Investment Advisors, Inc. | 5,992 | $941.8K | 0.21% | +40+0.7% | Added |
| Insight Advisors, LLC | 6,003 | $943.5K | 0.21% | −513−7.9% | Reduced |
| MEMBERS Trust Co | 6,003 | $943.6K | 0.03% | +6,003 | New |
| Syntegra Private Wealth Group, LLC | 6,005 | $943.9K | 0.14% | −5,250−46.6% | Reduced |
| Oxbow Advisors, LLC | 6,032 | $948.1K | 0.15% | +135+2.3% | Added |
| Abn Amro Investment Solutions | 6,036 | $948.7K | 0.02% | −486−7.5% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,036 | $948.7K | 0.40% | −429−6.6% | Reduced |
| Chicago Trust Co NA | 6,042 | $949.7K | 0.23% | +125+2.1% | Added |
| LGT Financial Advisors LLC | 6,045 | $950.1K | 1.01% | +3,498+137.3% | Added |
| KMG Fiduciary Partners, LLC | 6,047 | $950.5K | 0.12% | 00.0% | Unchanged |
| Clare Market Investments LLC | 6,049 | $950.8K | 0.35% | −1,041−14.7% | Reduced |
| Intrua Financial, LLC | 6,053 | $951.5K | 0.17% | +621+11.4% | Added |
| Pin Oak Investment Advisors Inc | 6,066 | $953.0K | 1.06% | −300−4.7% | Reduced |
| Exencial Wealth Advisors, LLC | 6,067 | $953.6K | 0.04% | +880+17.0% | Added |
| Strategic Financial Concepts, LLC | 6,074 | $954.8K | 0.35% | +62+1.0% | Added |
| Willis Johnson & Associates, Inc. | 6,091 | $957.5K | 0.10% | +81+1.3% | Added |
| Fort Point Capital Partners LLC | 6,093 | $957.6K | 0.14% | +1,233+25.4% | Added |
| Baker Ellis Asset Management LLC | 6,100 | $958.8K | 0.16% | −39−0.6% | Reduced |
| Hoylecohen, LLC | 6,105 | $959.6K | 0.08% | +72+1.2% | Added |
| Driehaus Capital Management LLC | 6,126 | $962.9K | 0.01% | +6,126 | New |
| Principle Wealth Partners LLC | 6,132 | $963.8K | 0.10% | +520+9.3% | Added |
| Institute for Wealth Management, LLC. | 6,150 | $966.6K | 0.17% | −121−1.9% | Reduced |
| Grove Bank & Trust | 6,159 | $968.1K | 0.20% | −30−0.5% | Reduced |
| Adamsbrown Wealth Consultants LLC | 6,173 | $970.3K | 0.51% | +30.0% | Added |
| Beaton Management Co. Inc. | 6,185 | $972.0K | 0.62% | +10+0.2% | Added |
| Security Financial Services, INC. | 6,187 | $972.5K | 0.28% | +188+3.1% | Added |
| PFW Advisors LLC | 6,044 | $974.3K | 0.33% | +6,044 | New |