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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 14,888 | $2.34M | 0.07% | −6,382−30.0% | Reduced |
| Finer Wealth Management, Inc. | 14,906 | $2.34M | 1.83% | +451+3.1% | Added |
| Alpha DNA Investment Management LLC | 14,926 | $2.35M | 1.33% | −14,757−49.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,936 | $2.35M | 0.24% | −2,200−12.8% | Reduced |
| Snider Financial Group | 14,944 | $2.35M | 1.12% | +430+3.0% | Added |
| ICW Investment Advisors LLC | 14,956 | $2.35M | 1.26% | +227+1.5% | Added |
| Phoenix Wealth Advisors | 14,965 | $2.35M | 1.37% | +4,794+47.1% | Added |
| Hudson Value Partners, LLC | 15,001 | $2.36M | 1.20% | −469−3.0% | Reduced |
| Private Trust Co NA | 15,025 | $2.36M | 0.30% | −626−4.0% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.37M | 1.66% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 15,060 | $2.37M | 1.07% | −150−1.0% | Reduced |
| Motley Fool Wealth Management, LLC | 15,141 | $2.38M | 0.14% | −2,440−13.9% | Reduced |
| Proquility Private Wealth Partners, LLC | 15,166 | $2.38M | 0.93% | +53+0.4% | Added |
| D.B. Root & Company, LLC | 15,246 | $2.40M | 0.91% | −312−2.0% | Reduced |
| Beacon Financial Group | 15,730 | $2.43M | 0.33% | +39+0.2% | Added |
| Duff & Phelps Investment Management Co | 15,456 | $2.43M | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 15,499 | $2.44M | 0.24% | −4,611−22.9% | Reduced |
| Vident Investment Advisory, LLC | 15,515 | $2.44M | 0.08% | −3,467−18.3% | Reduced |
| Northstar Asset Management LLC | 15,542 | $2.44M | 0.67% | −115−0.7% | Reduced |
| Lincoln Capital Corp | 15,556 | $2.45M | 1.25% | −706−4.3% | Reduced |
| Beech Hill Advisors, Inc. | 15,587 | $2.45M | 1.19% | −59−0.4% | Reduced |
| Cantor Fitzgerald, L. P. | 15,597 | $2.45M | 0.06% | +289+1.9% | Added |
| Insigneo Advisory Services, LLC | 15,637 | $2.46M | 0.47% | +4,221+37.0% | Added |
| Valmark Advisers, Inc. | 15,691 | $2.47M | 0.05% | −386−2.4% | Reduced |
| Duality Advisers, LP | 15,704 | $2.47M | 0.31% | +15,704 | New |
| Quantbot Technologies LP | 15,707 | $2.47M | 0.16% | −24,193−60.6% | Reduced |
| Ledyard National Bank | 15,755 | $2.48M | 0.27% | +277+1.8% | Added |
| Solidarilty Wealth, LLC | 15,777 | $2.48M | 1.02% | +12,700+412.7% | Added |
| Richelieu Gestion PLC | 15,787 | $2.48M | 2.07% | −4,732−23.1% | Reduced |
| Roberts Glore & Co Inc | 15,796 | $2.48M | 0.79% | −30−0.2% | Reduced |
| Sumitomo Life Insurance Co | 15,845 | $2.49M | 0.11% | −1,534−8.8% | Reduced |
| Parkside Financial Bank & Trust | 15,876 | $2.50M | 0.59% | +75+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 15,896 | $2.50M | 0.81% | −529−3.2% | Reduced |
| New Hampshire Trust | 15,949 | $2.51M | 0.65% | +91+0.6% | Added |
| Duncker Streett & Co Inc | 15,963 | $2.51M | 0.56% | +727+4.8% | Added |
| EverSource Wealth Advisors, LLC | 15,982 | $2.51M | 0.28% | +4,275+36.5% | Added |
| Amussen Hunsaker Associates LLC | 15,994 | $2.51M | 0.56% | −136−0.8% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,037 | $2.52M | 1.28% | 00.0% | Unchanged |
| Arlington Partners LLC | 16,137 | $2.54M | 0.39% | 00.0% | Unchanged |
| Kinsale Capital Group, Inc. | 16,144 | $2.54M | 1.54% | +7,695+91.1% | Added |
| Harbor Investment Advisory, LLC | 16,152 | $2.54M | 0.35% | −183−1.1% | Reduced |
| Security National Bank of So Dak | 16,170 | $2.54M | 1.81% | +16,170 | New |
| Schechter Investment Advisors, LLC | 16,237 | $2.55M | 0.23% | −95−0.6% | Reduced |
| Telemus Capital, LLC | 16,250 | $2.55M | 0.22% | −499−3.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 16,268 | $2.56M | 0.85% | −39−0.2% | Reduced |
| Roman Butler Fullerton & Co | 16,637 | $2.57M | 1.18% | +632+3.9% | Added |
| Ropes Wealth Advisors LLC | 16,404 | $2.58M | 0.43% | +750+4.8% | Added |
| Dearborn Partners LLC | 16,414 | $2.58M | 0.10% | +796+5.1% | Added |
| Avidian Wealth Solutions, LLC | 16,421 | $2.58M | 0.17% | −5,251−24.2% | Reduced |
| Commerzbank Aktiengesellschaft | 16,454 | $2.59M | 0.13% | +2,249+15.8% | Added |
| Daymark Wealth Partners, LLC | 16,457 | $2.59M | 0.19% | +7,242+78.6% | Added |
| Dynamic Technology Lab Private Ltd | 16,504 | $2.59M | 0.33% | +16,504 | New |
| AllGen Financial Advisors, Inc. | 16,513 | $2.60M | 1.63% | −57−0.3% | Reduced |
| Convergence Investment Partners, LLC | 16,536 | $2.60M | 1.49% | +9+0.1% | Added |
| Marshall Financial Group LLC | 16,630 | $2.61M | 0.89% | +313+1.9% | Added |
| Baker Tilly Wealth Management, LLC | 16,637 | $2.62M | 0.27% | +635+4.0% | Added |
| Harvey Capital Management Inc | 16,650 | $2.62M | 0.96% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 16,672 | $2.62M | 0.31% | +326+2.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,799 | $2.64M | 1.65% | −119−0.7% | Reduced |
| Profund Advisors LLC | 16,812 | $2.64M | 0.14% | −84−0.5% | Reduced |
| Robbins Farley LLC | 16,836 | $2.65M | 1.92% | −646−3.7% | Reduced |
| Desjardins Global Asset Management Inc. | 16,836 | $2.65M | 0.31% | +1,716+11.3% | Added |
| Miller Investment Management, LP | 16,910 | $2.66M | 0.41% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 16,942 | $2.66M | 0.54% | +473+2.9% | Added |
| Centre Asset Management, LLC | 16,948 | $2.66M | 0.59% | +16,948 | New |
| RSM US Wealth Management LLC | 16,952 | $2.66M | 0.09% | −1,170−6.5% | Reduced |
| Old Second National Bank of Aurora | 16,979 | $2.67M | 0.77% | −854−4.8% | Reduced |
| Hollow Brook Wealth Management LLC | 16,988 | $2.67M | 1.15% | −344−2.0% | Reduced |
| MSH Capital Advisors LLC | 16,991 | $2.67M | 0.98% | +3,253+23.7% | Added |
| CFS Investment Advisory Services, LLC | 16,995 | $2.67M | 0.34% | +16,995 | New |
| Bradley Mark J. | 17,051 | $2.68M | 2.66% | −8,800−34.0% | Reduced |
| Peddock Capital Advisors, LLC | 17,073 | $2.68M | 0.88% | +124+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 17,159 | $2.70M | 0.22% | +167+1.0% | Added |
| Bryn Mawr Trust Co | 17,168 | $2.70M | 0.11% | +1,327+8.4% | Added |
| Rocky Mountain Advisers, LLC | 18,308 | $2.70M | 1.44% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 17,200 | $2.70M | 1.24% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,226 | $2.71M | 0.22% | +29+0.2% | Added |
| Hudson Valley Investment Advisors Inc | 17,298 | $2.72M | 0.37% | −21,506−55.4% | Reduced |
| Diligent Investors, LLC | 17,305 | $2.72M | 0.80% | −398−2.2% | Reduced |
| Connectus Wealth, LLC | 17,290 | $2.72M | 0.06% | +10,875+169.5% | Added |
| Eads & Heald Wealth Management | 17,363 | $2.73M | 1.34% | −867−4.8% | Reduced |
| Cigna Investments Inc | 17,369 | $2.73M | 0.51% | −49−0.3% | Reduced |
| Advocate Group LLC | 17,399 | $2.73M | 0.60% | −1,701−8.9% | Reduced |
| Summit Asset Management, LLC | 17,406 | $2.74M | 0.72% | +103+0.6% | Added |
| Fairfield, Bush & Co. | 17,428 | $2.74M | 0.75% | −453−2.5% | Reduced |
| Equitable Trust Co | 17,429 | $2.74M | 0.21% | 00.0% | Unchanged |
| Golden State Equity Partners | 17,441 | $2.74M | 0.77% | −1,282−6.8% | Reduced |
| Summit X, LLC | 17,469 | $2.75M | 0.67% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17,499 | $2.75M | 0.36% | −830−4.5% | Reduced |
| Northstar Group, Inc. | 17,519 | $2.75M | 0.65% | +172+1.0% | Added |
| Hemenway Trust Co LLC | 17,542 | $2.76M | 0.27% | −473−2.6% | Reduced |
| West Branch Capital LLC | 17,584 | $2.76M | 1.38% | +433+2.5% | Added |
| Telos Capital Management, Inc. | 17,588 | $2.76M | 0.37% | −2,833−13.9% | Reduced |
| AIMZ Investment Advisors, LLC | 17,638 | $2.77M | 1.19% | +30.0% | Added |
| Mather Group, LLC. | 17,706 | $2.78M | 0.04% | −1,016−5.4% | Reduced |
| Hodges Capital Management Inc. | 16,226 | $2.78M | 0.16% | −920−5.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 17,719 | $2.79M | 1.91% | −18−0.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 17,840 | $2.80M | 1.98% | +17,840 | New |
| Patriot Financial Group Insurance Agency, LLC | 17,858 | $2.81M | 0.53% | +309+1.8% | Added |
| Qtron Investments LLC | 17,919 | $2.82M | 0.53% | +5,624+45.7% | Added |