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 |
|---|---|---|---|---|---|
| Inlet Private Wealth, LLC | 7,250 | $1.14M | 0.29% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,251 | $1.14M | 1.05% | −299−4.0% | Reduced |
| GoalVest Advisory LLC | 7,255 | $1.14M | 0.59% | +291+4.2% | Added |
| Northwest Wealth Management, LLC | 7,275 | $1.14M | 0.41% | −23−0.3% | Reduced |
| Coastal Bridge Advisors, LLC | 7,282 | $1.14M | 0.28% | +15+0.2% | Added |
| Fidelis Capital Partners, LLC | 7,283 | $1.14M | 0.42% | +495+7.3% | Added |
| ASB Consultores, LLC | 7,284 | $1.14M | 0.56% | +852+13.2% | Added |
| Aviance Capital Partners, LLC | 7,289 | $1.15M | 0.24% | +154+2.2% | Added |
| Arthur M. Cohen & Associates, LLC | 7,292 | $1.15M | 0.28% | −237−3.1% | Reduced |
| Neville Rodie & Shaw Inc | 7,321 | $1.15M | 0.10% | −350−4.6% | Reduced |
| My Legacy Advisors, LLC | 7,501 | $1.16M | 0.45% | −116−1.5% | Reduced |
| Shay Capital LLC | 7,375 | $1.16M | 0.41% | −9,875−57.2% | Reduced |
| Pecaut & Co. | 7,387 | $1.16M | 0.49% | −68−0.9% | Reduced |
| Qsemble Capital Management, LP | 7,400 | $1.16M | 0.83% | +4,200+131.3% | Added |
| Summit Financial Wealth Advisors, LLC | 7,407 | $1.16M | 0.27% | +37+0.5% | Added |
| Atomi Financial Group, Inc. | 7,408 | $1.16M | 0.53% | +924+14.3% | Added |
| Sherbrooke Park Advisers LLC | 7,431 | $1.17M | 0.61% | +7,431 | New |
| Joel Isaacson & Co., LLC | 7,445 | $1.17M | 0.08% | +5+0.1% | Added |
| Mairs & Power Inc | 7,457 | $1.17M | 0.01% | −50−0.7% | Reduced |
| Retirement Planning Group | 7,470 | $1.17M | 0.12% | +171+2.3% | Added |
| Boltwood Capital Management | 7,472 | $1.17M | 0.42% | −635−7.8% | Reduced |
| Financial Architects, Inc | 7,482 | $1.18M | 0.18% | +1,436+23.8% | Added |
| Retirement Guys Formula LLC | 7,483 | $1.18M | 0.68% | −166−2.2% | Reduced |
| Tempus Wealth Planning, LLC | 7,497 | $1.18M | 0.53% | +268+3.7% | Added |
| Zenyatta Capital Management LP | 7,500 | $1.18M | 0.75% | +7,500 | New |
| Tradition Wealth Management, LLC | 7,511 | $1.18M | 0.14% | +244+3.4% | Added |
| Compton Wealth Advisory Group, LLC | 7,545 | $1.19M | 0.40% | −202−2.6% | Reduced |
| Abner Herrman & Brock LLC | 7,547 | $1.19M | 0.17% | +19+0.3% | Added |
| Uncommon Cents Investing LLC | 7,557 | $1.19M | 0.42% | −135−1.8% | Reduced |
| ISAM Funds (UK) Ltd | 7,562 | $1.19M | 1.06% | +7,562 | New |
| Aspen Wealth Strategies, LLC | 7,563 | $1.19M | 0.90% | −331−4.2% | Reduced |
| Cannell Peter B & Co Inc | 7,564 | $1.19M | 0.04% | 00.0% | Unchanged |
| Teza Capital Management LLC | 7,594 | $1.19M | 0.19% | −36,963−83.0% | Reduced |
| Wealth Quarterback LLC | 7,597 | $1.19M | 0.83% | −10−0.1% | Reduced |
| Pictet & Cie (Europe) SA | 7,600 | $1.19M | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 7,625 | $1.20M | 0.18% | +40+0.5% | Added |
| Wealthsource Partners, LLC | 7,624 | $1.20M | 0.08% | +258+3.5% | Added |
| Donaldson Capital Management, LLC | 7,676 | $1.21M | 0.05% | +741+10.7% | Added |
| GraniteShares Advisors LLC | 7,686 | $1.21M | 1.09% | −208−2.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,686 | $1.21M | 0.22% | −179−2.3% | Reduced |
| Wellington Shields & Co., LLC | 7,717 | $1.21M | 0.29% | −3,501−31.2% | Reduced |
| First Community Trust NA | 7,736 | $1.22M | 1.36% | +78+1.0% | Added |
| Keystone Financial Group | 7,739 | $1.22M | 0.21% | +7,739 | New |
| Independence Bank of Kentucky | 7,739 | $1.22M | 0.49% | −1,225−13.7% | Reduced |
| Investment Partners, Ltd. | 7,745 | $1.22M | 0.63% | −386−4.7% | Reduced |
| Enterprise Financial Services Corp | 7,747 | $1.22M | 0.77% | −187−2.4% | Reduced |
| Narwhal Capital Management | 7,757 | $1.22M | 0.14% | +341+4.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,767 | $1.22M | 0.05% | +324+4.4% | Added |
| Platform Technology Partners | 7,917 | $1.22M | 0.58% | −188−2.3% | Reduced |
| First Command Bank | 7,798 | $1.23M | 0.12% | +50+0.6% | Added |
| First Command Financial Services, Inc. | 7,798 | $1.23M | 0.12% | +50+0.6% | Added |
| Disciplined Investments, LLC | 7,828 | $1.23M | 0.66% | +172+2.2% | Added |
| Birmingham Capital Management Co Inc | 7,844 | $1.23M | 0.52% | −840−9.7% | Reduced |
| FinTrust Capital Advisors, LLC | 8,699 | $1.23M | 0.30% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 7,879 | $1.24M | 0.37% | +7,489+1,920.3% | Added |
| TBH Global Asset Management, LLC | 7,887 | $1.24M | 0.24% | +658+9.1% | Added |
| Sage Mountain Advisors LLC | 7,890 | $1.24M | 0.18% | +464+6.2% | Added |
| Focused Wealth Management, Inc | 7,890 | $1.24M | 0.22% | +30.0% | Added |
| First Western Trust Bank | 7,919 | $1.24M | 0.06% | −269−3.3% | Reduced |
| Adirondack Trust Co | 7,797 | $1.25M | 0.58% | +43+0.6% | Added |
| Hollencrest Capital Management | 7,950 | $1.25M | 0.13% | +104+1.3% | Added |
| Costello Asset Management, INC | 7,972 | $1.25M | 1.07% | −144−1.8% | Reduced |
| Pitcairn Co | 7,986 | $1.26M | 0.11% | −407−4.8% | Reduced |
| Oak Family Advisors, LLC | 7,989 | $1.26M | 0.59% | −1,040−11.5% | Reduced |
| Trust Co of Toledo NA | 7,999 | $1.26M | 0.21% | −142−1.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 8,059 | $1.27M | 0.96% | +32+0.4% | Added |
| Mountain Pacific Investment Advisers Inc | 8,062 | $1.27M | 0.08% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 8,062 | $1.27M | 0.90% | +91+1.1% | Added |
| Charles Schwab Trust Co | 8,630 | $1.27M | 0.15% | −2,155−20.0% | Reduced |
| Pioneer Trust Bank N A | 8,069 | $1.27M | 0.37% | 00.0% | Unchanged |
| Peterson Wealth Services | 8,079 | $1.27M | 0.61% | +114+1.4% | Added |
| Keebeck Wealth Management, LLC | 8,107 | $1.27M | 0.18% | +20.0% | Added |
| Kingfisher Capital LLC | 8,117 | $1.28M | 0.33% | +246+3.1% | Added |
| Boston Financial Mangement LLC | 8,133 | $1.28M | 0.05% | +941+13.1% | Added |
| MKT Advisors LLC | 7,995 | $1.28M | 0.90% | −23−0.3% | Reduced |
| Insight Wealth Strategies, LLC | 8,157 | $1.28M | 0.25% | +89+1.1% | Added |
| ProVise Management Group, LLC | 8,171 | $1.28M | 0.12% | −8,348−50.5% | Reduced |
| Orser Capital Management, LLC | 8,176 | $1.29M | 1.31% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 8,208 | $1.29M | 0.93% | +20.0% | Added |
| Trustco Bank Corp N Y | 8,213 | $1.29M | 1.39% | −131−1.6% | Reduced |
| Logan Capital Management Inc | 8,223 | $1.29M | 0.06% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 8,242 | $1.30M | 0.15% | +6,744+450.2% | Added |
| Maven Securities LTD | 8,253 | $1.30M | 0.19% | −4,975−37.6% | Reduced |
| River & Mercantile Asset Management LLP | 8,271 | $1.30M | 0.26% | −110−1.3% | Reduced |
| Arcadia Investment Management Corp | 8,312 | $1.31M | 0.26% | −32−0.4% | Reduced |
| Ahl Investment Management, Inc. | 8,325 | $1.31M | 1.16% | −135−1.6% | Reduced |
| TLWM | 8,325 | $1.31M | 0.38% | +113+1.4% | Added |
| Advanced Portfolio Management, LLC | 8,369 | $1.32M | 1.20% | +8,369 | New |
| WMG Financial Advisors, LLC | 8,381 | $1.32M | 0.97% | +176+2.1% | Added |
| Chesapeake Wealth Management | 8,387 | $1.32M | 0.52% | +427+5.4% | Added |
| Ballast, Inc. | 8,393 | $1.32M | 0.51% | +473+6.0% | Added |
| Vigilare Wealth Management | 8,426 | $1.32M | 0.76% | −26−0.3% | Reduced |
| DT Investment Partners, LLC | 8,361 | $1.33M | 0.15% | −63−0.7% | Reduced |
| Brady Family Wealth, LLC | 8,511 | $1.34M | 0.50% | +52+0.6% | Added |
| Am Investment Strategies LLC | 8,510 | $1.34M | 0.42% | +909+12.0% | Added |
| Winthrop Advisory Group LLC | 8,520 | $1.34M | 0.21% | +234+2.8% | Added |
| Ausdal Financial Partners, Inc. | 8,576 | $1.35M | 0.18% | −152−1.7% | Reduced |
| RF&L Wealth Management, LLC | 8,600 | $1.35M | 1.23% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 8,627 | $1.36M | 0.00% | +8,627 | New |
| Advisory Alpha, LLC | 8,629 | $1.36M | 0.07% | +824+10.6% | Added |