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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 12,210 | $1.92M | 0.43% | −642−5.0% | Reduced |
| Bank of Stockton | 12,260 | $1.93M | 0.66% | −120−1.0% | Reduced |
| Deseret Mutual Benefit Administrators | 12,274 | $1.93M | 0.75% | −10−0.1% | Reduced |
| Gables Capital Management Inc. | 12,281 | $1.93M | 1.26% | +145+1.2% | Added |
| Portside Wealth Group, LLC | 12,285 | $1.93M | 0.36% | +12,285 | New |
| Etesian Wealth Advisors, Inc. | 12,297 | $1.93M | 1.26% | −497−3.9% | Reduced |
| Foundations Investment Advisors, LLC | 12,335 | $1.94M | 0.06% | +1,327+12.1% | Added |
| Windsor Capital Management, LLC | 12,337 | $1.94M | 0.64% | −23−0.2% | Reduced |
| FLC Capital Advisors | 12,404 | $1.95M | 0.57% | −300−2.4% | Reduced |
| Baystate Wealth Management LLC | 12,428 | $1.95M | 0.16% | +253+2.1% | Added |
| Powers Advisory Group, LLC | 12,433 | $1.95M | 1.30% | +13+0.1% | Added |
| Congress Park Capital LLC | 12,462 | $1.96M | 1.10% | −414−3.2% | Reduced |
| EHP Funds Inc. | 12,500 | $1.96M | 0.56% | +12,500 | New |
| Plancorp, LLC | 12,502 | $1.97M | 0.11% | +1,437+13.0% | Added |
| Intrust Bank NA | 12,507 | $1.97M | 0.24% | −585−4.5% | Reduced |
| Icapital Wealth LLC | 12,512 | $1.97M | 1.23% | −662−5.0% | Reduced |
| Sterling Investment Management, Inc. | 12,535 | $1.97M | 1.56% | −175−1.4% | Reduced |
| BFT Financial Group, LLC | 12,554 | $1.97M | 0.23% | +877+7.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 12,557 | $1.97M | 1.71% | −292−2.3% | Reduced |
| CMT Capital Markets Trading GmbH | 12,581 | $1.98M | 0.82% | −15,095−54.5% | Reduced |
| Kanawha Capital Management LLC | 12,593 | $1.98M | 0.18% | +588+4.9% | Added |
| IMA Wealth, Inc. | 12,635 | $1.99M | 0.51% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,650 | $1.99M | 0.08% | +396+3.2% | Added |
| Chatham Capital Group, Inc. | 12,675 | $1.99M | 0.42% | +897+7.6% | Added |
| Continuum Advisory, LLC | 33,546 | $1.99M | 0.32% | −280−0.8% | Reduced |
| Exchange Bank | 12,694 | $2.00M | 1.93% | +12,694 | New |
| Pine Valley Investments Ltd Liability Co | 12,722 | $2.00M | 0.20% | +1,962+18.2% | Added |
| Sunbelt Securities, Inc. | 12,732 | $2.00M | 0.29% | +181+1.4% | Added |
| 9258 Wealth Management, LLC | 12,733 | $2.00M | 0.38% | +10.0% | Added |
| Game Creek Capital, LP | 12,750 | $2.00M | 1.32% | +3,250+34.2% | Added |
| Pegasus Asset Management, Inc. | 12,783 | $2.01M | 0.89% | +94+0.7% | Added |
| NVWM, LLC | 12,829 | $2.02M | 0.66% | +2,404+23.1% | Added |
| Successful Portfolios LLC | 12,912 | $2.03M | 1.75% | −1,754−12.0% | Reduced |
| Trust Co of Virginia | 12,915 | $2.03M | 0.22% | −659−4.9% | Reduced |
| Dark Forest Capital Management LP | 12,927 | $2.03M | 0.21% | +11,518+817.5% | Added |
| Symphony Financial, Ltd. Co. | 13,201 | $2.04M | 0.50% | +841+6.8% | Added |
| Wedmont Private Capital | 13,172 | $2.04M | 0.22% | +1,981+17.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $2.04M | 0.73% | 00.0% | Unchanged |
| SRN Advisors, LLC | 13,531 | $2.05M | 1.82% | +6,460+91.4% | Added |
| Weatherly Asset Management L. P. | 13,029 | $2.05M | 0.24% | +231+1.8% | Added |
| Pettee Investors, Inc. | 13,039 | $2.05M | 0.93% | +725+5.9% | Added |
| Cornercap Investment Counsel Inc | 13,127 | $2.06M | 0.36% | +13,127 | New |
| Quadrant Private Wealth Management, LLC | 13,212 | $2.08M | 0.60% | −71−0.5% | Reduced |
| Martin & Co Inc | 13,214 | $2.08M | 0.52% | −541−3.9% | Reduced |
| WealthShield Partners, LLC | 13,244 | $2.08M | 0.31% | +299+2.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 13,478 | $2.10M | 0.10% | +10,484+350.2% | Added |
| Lavaca Capital LLC | 13,372 | $2.10M | 0.65% | −3,330−19.9% | Reduced |
| Naviter Wealth, LLC | 13,421 | $2.11M | 0.54% | +1,543+13.0% | Added |
| Mission Wealth Management, LP | 13,437 | $2.11M | 0.08% | −381−2.8% | Reduced |
| St. Johns Investment Management Company, LLC | 13,445 | $2.11M | 1.15% | −786−5.5% | Reduced |
| AdvisorNet Financial, Inc | 13,452 | $2.11M | 0.18% | +622+4.8% | Added |
| NTV Asset Management LLC | 13,486 | $2.12M | 0.37% | −1,200−8.2% | Reduced |
| Bangor Savings Bank | 13,506 | $2.12M | 0.24% | −58−0.4% | Reduced |
| Zullo Investment Group, Inc. | 13,518 | $2.12M | 1.21% | −163−1.2% | Reduced |
| Abbrea Capital, LLC | 13,590 | $2.14M | 0.33% | +235+1.8% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,827 | $2.14M | 0.44% | 00.0% | Unchanged |
| Doliver Advisors, LP | 13,619 | $2.14M | 0.65% | −193−1.4% | Reduced |
| Dakota Wealth Management | 13,682 | $2.15M | 0.10% | +36+0.3% | Added |
| Bank Ozk | 13,691 | $2.15M | 1.02% | −3,994−22.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 13,702 | $2.15M | 0.16% | −1,269−8.5% | Reduced |
| David Loasby | 13,731 | $2.16M | 0.24% | +608+4.6% | Added |
| Headlands Technologies LLC | 13,732 | $2.16M | 0.69% | +10,441+317.3% | Added |
| Trifecta Capital Advisors, LLC | 13,784 | $2.17M | 0.70% | +316+2.3% | Added |
| Shepherd Financial Partners LLC | 13,814 | $2.17M | 0.34% | +217+1.6% | Added |
| Kesler, Norman & Wride, LLC | 13,824 | $2.17M | 0.53% | +137+1.0% | Added |
| Caliber Wealth Management, LLC | 13,830 | $2.17M | 1.46% | +624+4.7% | Added |
| Wintrust Investments LLC | 13,859 | $2.18M | 0.22% | +268+2.0% | Added |
| Centaurus Financial, Inc. | 13,879 | $2.18M | 0.19% | −4,493−24.5% | Reduced |
| Spirit of America Management Corp | 13,884 | $2.18M | 0.49% | +200+1.5% | Added |
| Aspen Investment Management Inc | 13,907 | $2.19M | 1.30% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 13,923 | $2.19M | 0.03% | −708−4.8% | Reduced |
| CFM Wealth Partners LLC | 13,982 | $2.20M | 0.53% | +101+0.7% | Added |
| Van Hulzen Asset Management, LLC | 14,000 | $2.20M | 0.19% | +5,919+73.2% | Added |
| Eagle Bluffs Wealth Management LLC | 14,046 | $2.21M | 1.70% | +80+0.6% | Added |
| Security National Bank of Sioux City Iowa | 14,052 | $2.21M | 1.67% | +14,052 | New |
| Oak Harbor Wealth Partners, LLC | 14,075 | $2.21M | 0.76% | −336−2.3% | Reduced |
| Providence Wealth Advisors, LLC | 14,011 | $2.22M | 2.45% | −552−3.8% | Reduced |
| Welch Group, LLC | 14,175 | $2.23M | 0.13% | −599−4.1% | Reduced |
| World Equity Group, Inc. | 14,187 | $2.23M | 0.66% | +10,175+253.6% | Added |
| First Foundation Advisors | 14,190 | $2.23M | 0.10% | +1,815+14.7% | Added |
| Sargent Investment Group, LLC | 14,231 | $2.24M | 0.54% | +669+4.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 14,234 | $2.24M | 0.50% | +275+2.0% | Added |
| Burke & Herbert Bank & Trust Co | 14,300 | $2.25M | 1.52% | −169−1.2% | Reduced |
| Geneva Capital Management LLC | 14,320 | $2.25M | 0.04% | −597−4.0% | Reduced |
| Allred Capital Management, LLC | 14,383 | $2.26M | 1.11% | +619+4.5% | Added |
| Cohen Lawrence B | 14,469 | $2.27M | 1.46% | −12−0.1% | Reduced |
| Page Arthur B | 14,485 | $2.28M | 2.16% | −1,012−6.5% | Reduced |
| Allen Capital Group, LLC | 14,510 | $2.28M | 0.41% | −507−3.4% | Reduced |
| Freedom Day Solutions, LLC | 14,559 | $2.29M | 1.02% | −1,120−7.1% | Reduced |
| Canandaigua National Bank & Trust Co | 14,604 | $2.30M | 0.37% | +36+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 14,609 | $2.30M | 0.82% | +50.0% | Added |
| Smithfield Trust Co | 14,594 | $2.30M | 0.14% | −329−2.2% | Reduced |
| Essex Savings Bank | 14,624 | $2.30M | 0.77% | +322+2.3% | Added |
| Lineweaver Wealth Advisors, LLC | 14,672 | $2.31M | 0.66% | −21−0.1% | Reduced |
| Garner Asset Management Corp | 14,683 | $2.31M | 1.34% | −4,994−25.4% | Reduced |
| Hilltop Holdings Inc. | 14,700 | $2.31M | 0.29% | −258−1.7% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.31M | 0.11% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 14,713 | $2.31M | 0.13% | +831+6.0% | Added |
| Kovack Advisors, Inc. | 14,818 | $2.33M | 0.30% | +137+0.9% | Added |
| C2C Wealth Management, LLC | 15,062 | $2.33M | 0.31% | +40.0% | Added |