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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 10,317 | $1.62M | 0.07% | +671+7.0% | Added |
| Detalus Advisors, LLC | 10,322 | $1.62M | 0.73% | −11−0.1% | Reduced |
| 44 Wealth Management LLC | 10,330 | $1.62M | 0.55% | −691−6.3% | Reduced |
| Linscomb & Williams, Inc. | 10,339 | $1.63M | 0.09% | −243−2.3% | Reduced |
| Machina Capital S.A.S. | 10,343 | $1.63M | 0.92% | +4,977+92.8% | Added |
| CoreCap Advisors, LLC | 10,382 | $1.63M | 0.12% | +10,382 | New |
| Harbour Investments, Inc. | 10,384 | $1.63M | 0.08% | −10−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 10,393 | $1.63M | 0.40% | −3,592−25.7% | Reduced |
| Greatmark Investment Partners, Inc. | 10,404 | $1.64M | 0.28% | +10.0% | Added |
| WBH Advisory Inc | 10,408 | $1.64M | 0.19% | −14−0.1% | Reduced |
| Argus Investors' Counsel, Inc. | 10,415 | $1.64M | 1.14% | +355+3.5% | Added |
| McDonald Partners LLC | 10,423 | $1.64M | 0.50% | +50.0% | Added |
| MTM Investment Management, LLC | 10,425 | $1.64M | 0.80% | +6+0.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,425 | $1.64M | 1.10% | +52+0.5% | Added |
| Union Heritage Capital, LLC | 10,450 | $1.64M | 0.89% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,456 | $1.64M | 0.15% | −3,800−26.7% | Reduced |
| Good Life Advisors, LLC | 10,462 | $1.64M | 0.19% | −475−4.3% | Reduced |
| SOL Capital Management CO | 10,480 | $1.65M | 0.25% | −120−1.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 10,489 | $1.65M | 1.47% | +1,340+14.6% | Added |
| Dudley Capital Management, LLC | 10,489 | $1.65M | 1.11% | +486+4.9% | Added |
| Patten Group, Inc. | 10,503 | $1.65M | 0.47% | +60+0.6% | Added |
| Blue Chip Partners, Inc. | 10,533 | $1.66M | 0.19% | −178−1.7% | Reduced |
| Delos Wealth Advisors, LLC | 10,557 | $1.66M | 2.12% | +282+2.7% | Added |
| Bank of New Hampshire | 10,562 | $1.66M | 0.47% | −180−1.7% | Reduced |
| QP Wealth Management, LLC | 10,567 | $1.66M | 2.63% | −839−7.4% | Reduced |
| Ronald Blue Trust, Inc. | 11,280 | $1.66M | 0.03% | −4,522−28.6% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 10,583 | $1.66M | 1.86% | −695−6.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 10,608 | $1.67M | 0.97% | +14+0.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,650 | $1.67M | 0.32% | −265−2.4% | Reduced |
| TruWealth Advisors, LLC | 10,651 | $1.67M | 0.14% | +14+0.1% | Added |
| Lake Street Advisors Group, LLC | 10,655 | $1.68M | 0.09% | +195+1.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,702 | $1.68M | 0.11% | −610−5.4% | Reduced |
| Belpointe Asset Management LLC | 10,708 | $1.68M | 0.18% | −9,014−45.7% | Reduced |
| Legacy Bridge, LLC | 10,713 | $1.68M | 1.12% | 00.0% | Unchanged |
| Bessemer Securities LLC | 10,717 | $1.69M | 1.12% | −8,000−42.7% | Reduced |
| Connolly Sarah T. | 10,722 | $1.69M | 1.02% | −25−0.2% | Reduced |
| Quad-Cities Investment Group, LLC | 10,736 | $1.69M | 1.10% | +15+0.1% | Added |
| Bailard, Inc. | 10,769 | $1.69M | 0.06% | +17+0.2% | Added |
| HCR Wealth Advisors | 10,833 | $1.70M | 0.32% | +20+0.2% | Added |
| Manchester Capital Management LLC | 10,849 | $1.71M | 0.23% | +10.0% | Added |
| Moore Capital Management, LP | 10,853 | $1.71M | 0.04% | −87,543−89.0% | Reduced |
| IFP Advisors, Inc | 23,338 | $1.71M | 0.09% | +2,585+12.5% | Added |
| Wolff Wiese Magana LLC | 10,868 | $1.71M | 1.32% | −72−0.7% | Reduced |
| Ifrah Financial Services, Inc. | 10,934 | $1.72M | 0.52% | −675−5.8% | Reduced |
| Hancock Whitney Corp | 10,953 | $1.72M | 0.07% | +56+0.5% | Added |
| Argent Capital Management LLC | 10,975 | $1.73M | 0.06% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,985 | $1.73M | 0.19% | +447+4.2% | Added |
| Harbor Advisors LLC | 11,000 | $1.73M | 0.37% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 11,012 | $1.73M | 0.46% | +300+2.8% | Added |
| Wills Financial Group, Inc. | 11,042 | $1.74M | 0.88% | −3,151−22.2% | Reduced |
| Argent Advisors, Inc. | 11,042 | $1.74M | 0.80% | +1,045+10.5% | Added |
| West Michigan Advisors, LLC | 11,053 | $1.74M | 0.69% | +3,665+49.6% | Added |
| Optimum Investment Advisors | 11,141 | $1.75M | 0.86% | +10.0% | Added |
| Transcend Wealth Collective, LLC | 11,233 | $1.77M | 0.17% | +1,158+11.5% | Added |
| Lumature Wealth Partners, LLC | 11,311 | $1.78M | 1.06% | −93−0.8% | Reduced |
| Bowman & Co S.C. | 11,329 | $1.78M | 1.35% | +435+4.0% | Added |
| Cary Street Partner Investment Advisory LLC | 11,367 | $1.79M | 0.11% | +1,839+19.3% | Added |
| PFG Investments, LLC | 11,371 | $1.79M | 0.32% | −2,311−16.9% | Reduced |
| Trust Co of Oklahoma | 11,399 | $1.79M | 0.66% | −100−0.9% | Reduced |
| True North Advisors, LLC | 11,424 | $1.80M | 0.51% | −283−2.4% | Reduced |
| Providence First Trust Co | 11,426 | $1.80M | 0.99% | −3,310−22.5% | Reduced |
| SeaCrest Wealth Management, LLC | 11,446 | $1.80M | 0.23% | −439−3.7% | Reduced |
| Laidlaw Wealth Management LLC | 11,447 | $1.80M | 0.35% | +5,123+81.0% | Added |
| Insight Inv LLC | 11,452 | $1.80M | 1.85% | −505−4.2% | Reduced |
| Avantax Planning Partners, Inc. | 11,477 | $1.80M | 0.07% | −86−0.7% | Reduced |
| Westover Capital Advisors, LLC | 11,509 | $1.81M | 0.63% | −33−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,532 | $1.81M | 0.19% | +386+3.5% | Added |
| Magnolia Capital Advisors LLC | 11,532 | $1.81M | 0.91% | −497−4.1% | Reduced |
| StoneX Group Inc. | 11,539 | $1.81M | 0.19% | −214−1.8% | Reduced |
| Financial Advocates Investment Management | 11,589 | $1.82M | 0.13% | −539−4.4% | Reduced |
| Founders Financial Securities LLC | 11,597 | $1.82M | 0.24% | −561−4.6% | Reduced |
| Global Trust Asset Management, LLC | 11,606 | $1.82M | 0.82% | −25−0.2% | Reduced |
| Gibraltar Capital Management, Inc. | 11,643 | $1.83M | 0.81% | +10+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,646 | $1.83M | 0.26% | +4,259+57.7% | Added |
| Founders Capital Management | 11,651 | $1.83M | 1.33% | −622−5.1% | Reduced |
| Ignite Planners, LLC | 11,940 | $1.83M | 0.70% | −93−0.8% | Reduced |
| Verity Asset Management, Inc. | 11,670 | $1.83M | 1.36% | −93−0.8% | Reduced |
| Strengthening Families & Communities, LLC | 11,699 | $1.84M | 0.80% | +1,884+19.2% | Added |
| Gilbert & Cook, Inc. | 11,730 | $1.84M | 0.30% | +147+1.3% | Added |
| Invst, LLC | 11,748 | $1.85M | 0.27% | −351−2.9% | Reduced |
| Mirabella Financial Services LLP | 11,769 | $1.85M | 0.21% | +11,769 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,803 | $1.86M | 0.83% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 11,813 | $1.86M | 1.27% | −147−1.2% | Reduced |
| White Pine Capital LLC | 11,859 | $1.86M | 0.70% | +79+0.7% | Added |
| CoreFirst Bank & Trust | 11,883 | $1.87M | 1.31% | −671−5.3% | Reduced |
| RFP Financial Group LLC | 11,902 | $1.87M | 0.76% | +10,852+1,033.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,887 | $1.87M | 0.01% | +41+0.3% | Added |
| Pinnacle Holdings, LLC | 11,923 | $1.87M | 0.84% | −27−0.2% | Reduced |
| Nixon Peabody Trust Co | 11,948 | $1.88M | 1.52% | −1,445−10.8% | Reduced |
| Oarsman Capital, Inc. | 11,958 | $1.88M | 0.82% | −120−1.0% | Reduced |
| Norris Financial Group, LLC | 11,967 | $1.88M | 1.30% | +283+2.4% | Added |
| JT Stratford LLC | 11,992 | $1.88M | 0.51% | −507−4.1% | Reduced |
| Madison Wealth Management | 12,043 | $1.89M | 0.38% | +422+3.6% | Added |
| Parsons Capital Management Inc | 12,051 | $1.89M | 0.14% | +1,391+13.0% | Added |
| Catalyst Capital Advisors LLC | 12,062 | $1.90M | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 12,130 | $1.90M | 0.18% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 12,126 | $1.91M | 0.67% | −264−2.1% | Reduced |
| Bremer Bank National Association | 12,154 | $1.91M | 0.36% | −103−0.8% | Reduced |
| Monetary Management Group Inc | 12,186 | $1.92M | 0.59% | +100+0.8% | Added |
| Front Row Advisors LLC | 12,204 | $1.92M | 0.85% | −618−4.8% | Reduced |