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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 8,633 | $1.36M | 0.08% | −231−2.6% | Reduced |
| Grace & White Inc | 8,650 | $1.36M | 0.25% | +5,000+137.0% | Added |
| Chilton Capital Management LLC | 8,668 | $1.36M | 0.07% | +521+6.4% | Added |
| WMS Partners, LLC | 8,671 | $1.36M | 0.11% | −144−1.6% | Reduced |
| Home Federal Bank of Tennessee | 8,681 | $1.36M | 0.48% | +373+4.5% | Added |
| Hoey Investments, Inc | 8,682 | $1.36M | 0.45% | −2,894−25.0% | Reduced |
| Alpha Cubed Investments, LLC | 8,693 | $1.37M | 0.09% | −1,370−13.6% | Reduced |
| Summit Trail Advisors, LLC | 8,710 | $1.37M | 0.05% | +2,901+49.9% | Added |
| Park Edge Advisors, LLC | 8,718 | $1.37M | 0.46% | −170−1.9% | Reduced |
| American State Bank (Iowa) | 8,739 | $1.37M | 0.96% | −330−3.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,755 | $1.38M | 0.89% | +3,409+63.8% | Added |
| Park National Corp | 8,770 | $1.38M | 0.06% | −1,575−15.2% | Reduced |
| Chicago Capital, LLC | 8,804 | $1.38M | 0.06% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 8,805 | $1.38M | 1.06% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,384,311 | $1.38M | 0.44% | +1,384,311 | New |
| Marcum Wealth, LLC | 8,821 | $1.39M | 0.16% | +1,707+24.0% | Added |
| CVA Family Office, LLC | 8,832 | $1.39M | 0.29% | +220+2.6% | Added |
| Intellectus Partners, LLC | 8,836 | $1.39M | 0.42% | −290−3.2% | Reduced |
| L.M. Kohn & Company | 8,853 | $1.39M | 0.53% | −171−1.9% | Reduced |
| WealthPLAN Partners, LLC | 8,881 | $1.40M | 0.20% | −623−6.6% | Reduced |
| Essex Financial Services, Inc. | 8,885 | $1.40M | 0.16% | −55−0.6% | Reduced |
| McMillion Capital Management Inc | 8,972 | $1.41M | 1.26% | −326−3.5% | Reduced |
| Montecito Bank & Trust | 8,976 | $1.41M | 0.32% | −500−5.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 9,008 | $1.42M | 0.18% | −5,123−36.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,021 | $1.42M | 0.38% | −458−4.8% | Reduced |
| Archer Investment Corp | 9,037 | $1.42M | 0.51% | +670+8.0% | Added |
| Vaughan David Investments LLC | 9,046 | $1.42M | 0.04% | −198−2.1% | Reduced |
| Wealth Alliance | 9,048 | $1.42M | 0.21% | −214−2.3% | Reduced |
| Live Oak Private Wealth LLC | 9,085 | $1.43M | 0.28% | +562+6.6% | Added |
| Accurate Wealth Management, LLC | 9,245 | $1.43M | 0.45% | +539+6.2% | Added |
| First Heartland Consultants, Inc. | 9,103 | $1.43M | 0.19% | −109−1.2% | Reduced |
| Bedel Financial Consulting, Inc. | 9,104 | $1.43M | 0.30% | +273+3.1% | Added |
| West Family Investments, Inc. | 9,116 | $1.43M | 0.56% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 9,150 | $1.44M | 1.40% | +35+0.4% | Added |
| First National Advisers, LLC | 9,175 | $1.44M | 1.33% | −290−3.1% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 9,192 | $1.44M | 0.67% | +3,912+74.1% | Added |
| Altshuler Shaham Ltd | 9,243 | $1.45M | 0.03% | −6,459−41.1% | Reduced |
| Resurgent Financial Advisors LLC | 9,263 | $1.46M | 0.97% | +478+5.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 9,285 | $1.46M | 0.81% | −1,000−9.7% | Reduced |
| Engineers Gate Manager LP | 9,300 | $1.46M | 0.06% | −30,663−76.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,311 | $1.46M | 0.18% | −1,753−15.8% | Reduced |
| 3Chopt Investment Partners, LLC | 9,335 | $1.47M | 0.73% | 00.0% | Unchanged |
| Navalign, LLC | 9,361 | $1.47M | 0.59% | −152−1.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 9,392 | $1.48M | 0.06% | −367−3.8% | Reduced |
| Fernwood Investment Management, LLC | 9,861 | $1.48M | 0.52% | +3,386+52.3% | Added |
| TCM Advisors, LLC | – | $1.48M | 0.63% | – | – |
| Payden & Rygel | 9,400 | $1.48M | 0.10% | +1,600+20.5% | Added |
| Whalerock Point Partners, LLC | 9,446 | $1.48M | 0.50% | +2,049+27.7% | Added |
| LCM Capital Management Inc | 9,456 | $1.49M | 1.21% | +124+1.3% | Added |
| Lindbrook Capital, LLC | 9,466 | $1.49M | 0.16% | +2,141+29.2% | Added |
| Jmac Enterprises LLC | 9,506 | $1.49M | 0.37% | +318+3.5% | Added |
| Compass Wealth Management LLC | 9,509 | $1.49M | 0.45% | +840+9.7% | Added |
| Imprint Wealth LLC | 9,488 | $1.50M | 0.94% | +1,739+22.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,460 | $1.50M | 0.66% | +37+0.4% | Added |
| CenterStar Asset Management, LLC | 9,530 | $1.50M | 1.36% | +9,530 | New |
| Northern Financial Advisors Inc | 9,550 | $1.50M | 1.32% | +628+7.0% | Added |
| Virtue Capital Management, LLC | 9,515 | $1.50M | 0.26% | −458−4.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,578 | $1.51M | 0.24% | −838−8.0% | Reduced |
| Focus Financial Network, Inc. | 9,592 | $1.51M | 0.08% | +1,104+13.0% | Added |
| Gray Wealth Management Inc. | 9,611 | $1.51M | 0.76% | +239+2.6% | Added |
| Guardian Wealth Advisors, LLC | 9,644 | $1.52M | 0.26% | +95+1.0% | Added |
| PBMares Wealth Management LLC | 9,655 | $1.52M | 0.54% | −462−4.6% | Reduced |
| Douglas Lane & Associates, LLC | 9,675 | $1.52M | 0.02% | −337−3.4% | Reduced |
| CMG Global Holdings, LLC | 9,688 | $1.52M | 1.25% | −28−0.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 9,698 | $1.52M | 0.76% | +336+3.6% | Added |
| First Commonwealth Financial Corp | 9,737 | $1.53M | 0.50% | −1,095−10.1% | Reduced |
| Armor Investment Advisors, LLC | 9,738 | $1.53M | 0.93% | +817+9.2% | Added |
| First National Bank & Trust Co of Newtown | 9,764 | $1.53M | 0.33% | −450−4.4% | Reduced |
| RB Capital Management, LLC | 9,770 | $1.54M | 0.47% | +65+0.7% | Added |
| Money Concepts Capital Corp | 9,787 | $1.54M | 0.16% | −17,527−64.2% | Reduced |
| Jarislowsky, Fraser Ltd | 9,827 | $1.54M | 0.01% | −250−2.5% | Reduced |
| Chicago Partners Investment Group LLC | 9,720 | $1.55M | 0.08% | −156−1.6% | Reduced |
| First PREMIER Bank | 9,867 | $1.55M | 0.44% | −300−3.0% | Reduced |
| MRP Capital Investments, LLC | 9,891 | $1.55M | 1.52% | −3,470−26.0% | Reduced |
| Highview Capital Management LLC | 9,925 | $1.56M | 0.84% | +1,521+18.1% | Added |
| Jeppson Wealth Management, LLC | 9,945 | $1.56M | 0.68% | −70−0.7% | Reduced |
| Kidder Stephen W | 9,975 | $1.57M | 0.51% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,977 | $1.57M | 0.17% | +60+0.6% | Added |
| Godsey & Gibb Associates | 9,993 | $1.57M | 0.18% | +9,993 | New |
| WR Wealth Planners, LLC | 9,998 | $1.57M | 0.61% | +2,343+30.6% | Added |
| Delta Investment Management, LLC | 10,015 | $1.57M | 0.43% | +30+0.3% | Added |
| Humankind Investments LLC | 10,036 | $1.58M | 0.62% | +3,361+50.4% | Added |
| Highlander Capital Management, LLC | 10,050 | $1.58M | 0.73% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 10,054 | $1.58M | 0.94% | +132+1.3% | Added |
| Smith Anglin Financial, LLC | 10,071 | $1.58M | 0.19% | −116−1.1% | Reduced |
| FDx Advisors, Inc. | 10,071 | $1.58M | 0.09% | +291+3.0% | Added |
| PFG Advisors | 10,077 | $1.58M | 0.12% | −96−0.9% | Reduced |
| AFS Financial Group, LLC | 10,099 | $1.59M | 1.03% | −19−0.2% | Reduced |
| Lifeworks Advisors, LLC | 10,100 | $1.59M | 0.68% | +1,681+20.0% | Added |
| Spreng Capital Management, Inc. | 10,122 | $1.59M | 1.25% | +205+2.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,120 | $1.59M | 1.14% | +251+2.5% | Added |
| Kathmere Capital Management, LLC | 10,134 | $1.59M | 0.25% | +766+8.2% | Added |
| Lake Street Financial LLC | 10,144 | $1.59M | 0.28% | +63+0.6% | Added |
| Nicholas Hoffman & Company, LLC. | 10,155 | $1.60M | 0.06% | +14+0.1% | Added |
| Claro Advisors LLC | 10,175 | $1.60M | 0.40% | +246+2.5% | Added |
| First Financial Bank - Trust Division | 10,183 | $1.60M | 0.17% | −263−2.5% | Reduced |
| Prossimo Advisors, LLC | 10,187 | $1.60M | 1.54% | +10,187 | New |
| MidWestOne Financial Group, Inc. | 10,197 | $1.60M | 0.35% | −7−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 10,205 | $1.60M | 0.22% | −58−0.6% | Reduced |
| Sterling Investment Counsel, LLC | 10,235 | $1.61M | 0.87% | +615+6.4% | Added |