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 8 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
- 2,882
- +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
- 1,212 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 |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 6,205 | $975.3K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 6,217 | $977.2K | 0.35% | +591+10.5% | Added |
| Steel Peak Wealth Management LLC | 6,220 | $977.6K | 0.06% | +94+1.5% | Added |
| Coppell Advisory Solutions LLC | 6,385 | $985.1K | 0.29% | +6,385 | New |
| Aldebaran Financial Inc. | 6,268 | $985.2K | 1.41% | −623−9.0% | Reduced |
| Iron Financial, LLC | 6,279 | $986.9K | 0.53% | +126+2.0% | Added |
| Elgethun Capital Management | 6,316 | $992.8K | 0.30% | +251+4.1% | Added |
| High Net Worth Advisory Group LLC | 6,327 | $994.6K | 0.39% | −81−1.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,348 | $997.7K | 0.47% | +403+6.8% | Added |
| Sound Financial Strategies Group, LLC | 6,348 | $997.8K | 0.73% | −727−10.3% | Reduced |
| Renaissance Group LLC | 6,349 | $997.9K | 0.04% | −469−6.9% | Reduced |
| Wealth Management Associates, Inc. | 6,359 | $999.5K | 0.57% | +43+0.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 6,359 | $999.5K | 0.43% | −26−0.4% | Reduced |
| Next Capital Management LLC | 6,369 | $1.00M | 0.46% | 00.0% | Unchanged |
| Tevis Investment Management | 6,390 | $1.00M | 0.98% | +6+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,399 | $1.01M | 0.49% | −20−0.3% | Reduced |
| Souders Financial Advisors | 6,413 | $1.01M | 0.19% | +4,928+331.9% | Added |
| Peoples Financial Services Corp. | 6,449 | $1.01M | 0.45% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 6,462 | $1.02M | 0.77% | 00.0% | Unchanged |
| Nwam LLC | 6,476 | $1.02M | 0.08% | +934+16.9% | Added |
| Raleigh Capital Management Inc. | 6,482 | $1.02M | 0.51% | −1,883−22.5% | Reduced |
| Centennial Bank | 6,483 | $1.02M | 0.69% | −722−10.0% | Reduced |
| Aj Wealth Strategies, LLC | 6,490 | $1.02M | 0.05% | +314+5.1% | Added |
| Somerville Kurt F | 6,495 | $1.02M | 0.19% | 00.0% | Unchanged |
| Papp L Roy & Associates | 6,496 | $1.02M | 0.13% | +9+0.1% | Added |
| Quent Capital, LLC | 6,509 | $1.02M | 0.16% | +100+1.6% | Added |
| Green Square Capital Advisors LLC | 6,523 | $1.03M | 0.13% | +2,910+80.5% | Added |
| Everhart Financial Group, Inc. | 6,527 | $1.03M | 0.43% | +300+4.8% | Added |
| Hartford Financial Management Inc. | 6,554 | $1.03M | 0.25% | −6,278−48.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,564 | $1.03M | 0.31% | −290−4.2% | Reduced |
| Eagle Global Advisors LLC | 6,581 | $1.03M | 0.07% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 6,601 | $1.04M | 0.20% | +6+0.1% | Added |
| Oxford Financial Group Ltd | 6,605 | $1.04M | 0.10% | +2,978+82.1% | Added |
| Archetype Wealth Partners | 6,610 | $1.04M | 0.20% | +816+14.1% | Added |
| Missouri Trust & Investment Co | 6,626 | $1.04M | 0.59% | +504+8.2% | Added |
| Kowal Investment Group, LLC | 6,639 | $1.04M | 0.28% | +10.0% | Added |
| Ethos Financial Group, LLC | 7,026 | $1.04M | 0.35% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,650 | $1.05M | 0.25% | −182−2.7% | Reduced |
| Barr E S & Co | 6,670 | $1.05M | 0.08% | +300+4.7% | Added |
| Rice Partnership, LLC | 6,684 | $1.05M | 0.29% | −388−5.5% | Reduced |
| Certified Advisory Corp | 6,685 | $1.05M | 0.19% | −77−1.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,687 | $1.05M | 0.02% | −170−2.5% | Reduced |
| Prestige Wealth Management Group LLC | 6,726 | $1.06M | 0.25% | −4,558−40.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,730 | $1.06M | 0.46% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 6,739 | $1.06M | 0.11% | −195−2.8% | Reduced |
| White Lighthouse Investment Management Inc. | 6,757 | $1.06M | 0.25% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 6,766 | $1.06M | 0.57% | +1,941+40.2% | Added |
| Wilson & Boucher Capital Management, LLC | 6,772 | $1.06M | 0.96% | −4−0.1% | Reduced |
| Nikulski Financial, Inc. | 6,772 | $1.06M | 0.44% | +255+3.9% | Added |
| Mid-American Wealth Advisory Group, Inc. | 6,871 | $1.07M | 0.83% | +6,871 | New |
| Towerpoint Wealth, LLC | 6,780 | $1.07M | 0.60% | +88+1.3% | Added |
| Financial Advisory Group | 6,795 | $1.07M | 0.21% | −45−0.7% | Reduced |
| Summit Financial, LLC | 6,804 | $1.07M | 0.08% | +4,295+171.2% | Added |
| Fortitude Advisory Group L.L.C. | 6,815 | $1.07M | 0.79% | −319−4.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,816 | $1.07M | 0.24% | +397+6.2% | Added |
| W.H. Cornerstone Investments Inc. | 6,829 | $1.07M | 0.96% | −5,227−43.4% | Reduced |
| Cooper Financial Group | 6,827 | $1.07M | 0.27% | +1,239+22.2% | Added |
| Day & Ennis, LLC | 6,838 | $1.07M | 0.41% | −425−5.9% | Reduced |
| Romano Brothers and Company | 6,854 | $1.08M | 0.16% | −384−5.3% | Reduced |
| Lincoln Capital LLC | 6,866 | $1.08M | 0.28% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,869 | $1.08M | 0.31% | −126−1.8% | Reduced |
| Beacon Capital Management, LLC | 6,870 | $1.08M | 0.29% | +122+1.8% | Added |
| Atlas Brown,Inc. | 6,916 | $1.09M | 0.48% | −29−0.4% | Reduced |
| United Asset Strategies, Inc. | 6,928 | $1.09M | 0.14% | +2,186+46.1% | Added |
| Silver Oak Securities, Inc | 6,941 | $1.09M | 0.18% | +763+12.4% | Added |
| Hurlow Wealth Management Group, Inc. | 6,966 | $1.09M | 0.47% | +30.0% | Added |
| Lokken Investment Group LLC | 6,970 | $1.10M | 0.71% | +714+11.4% | Added |
| Eudaimonia Partners, LLC | 6,973 | $1.10M | 0.25% | +2,221+46.7% | Added |
| Southern Capital Advisors, LLC | 6,979 | $1.10M | 0.84% | +5+0.1% | Added |
| X-Square Capital, LLC | 6,986 | $1.10M | 0.74% | −299−4.1% | Reduced |
| Patriot Investment Management Inc. | 6,988 | $1.10M | 0.09% | −7−0.1% | Reduced |
| Liberty Capital Management, Inc. | 6,988 | $1.10M | 0.33% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 7,003 | $1.10M | 0.57% | +154+2.2% | Added |
| Sky Investment Group LLC | 7,013 | $1.10M | 0.24% | +135+2.0% | Added |
| Eudaimonia Advisors LLC | 7,019 | $1.10M | 0.74% | −64−0.9% | Reduced |
| Old Mission Investment Co LLC | 7,028 | $1.10M | 0.41% | −165−2.3% | Reduced |
| Ami Investment Management Inc | 7,039 | $1.11M | 0.49% | −306−4.2% | Reduced |
| Legacy Capital Group California, Inc. | 7,065 | $1.11M | 0.46% | +924+15.0% | Added |
| Shell Asset Management Co | 7,067 | $1.11M | 0.04% | −5,181−42.3% | Reduced |
| DeDora Capital, Inc. | 7,074 | $1.11M | 0.43% | −81−1.1% | Reduced |
| XML Financial, LLC | 7,086 | $1.11M | 0.13% | +46+0.7% | Added |
| Holderness Investments Co | 7,087 | $1.11M | 0.41% | +725+11.4% | Added |
| Landmark Financial Advisors, LLC | 7,090 | $1.11M | 0.46% | −195−2.7% | Reduced |
| Heartland Bank & Trust Co | 7,096 | $1.12M | 0.87% | −558−7.3% | Reduced |
| Financial Insights, Inc. | 7,122 | $1.12M | 0.41% | +1,244+21.2% | Added |
| Financial Partners Group, LLC | 7,125 | $1.12M | 0.56% | +453+6.8% | Added |
| First National Bank of Hutchinson | 7,128 | $1.12M | 0.82% | +159+2.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,133 | $1.12M | 0.30% | −63−0.9% | Reduced |
| Meeder Asset Management Inc | 7,151 | $1.12M | 0.08% | +2,414+51.0% | Added |
| Boston Family Office LLC | 7,149 | $1.12M | 0.09% | −200−2.7% | Reduced |
| KFG Wealth Management, LLC | 7,156 | $1.12M | 0.66% | +1,946+37.4% | Added |
| Corundum Group, Inc. | 7,157 | $1.12M | 0.56% | +15+0.2% | Added |
| Woodward Diversified Capital, LLC | 7,192 | $1.13M | 0.85% | −205−2.8% | Reduced |
| Crestwood Advisors Group LLC | 7,208 | $1.13M | 0.04% | +3,067+74.1% | Added |
| BEAM Asset Management, LLC | 7,211 | $1.13M | 0.79% | −25−0.3% | Reduced |
| Farmers National Bank | 7,213 | $1.13M | 0.39% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 7,214 | $1.13M | 0.21% | +166+2.4% | Added |
| Proffitt & Goodson Inc | 7,221 | $1.13M | 0.22% | −450−5.9% | Reduced |
| Strategic Advisors LLC | 7,224 | $1.14M | 0.22% | −1,032−12.5% | Reduced |
| KC Investment Advisors, LLC | 7,241 | $1.14M | 0.77% | +1,023+16.5% | Added |