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 |
|---|---|---|---|---|---|
| J. W. Coons Advisors, LLC | 17,931 | $2.82M | 0.77% | 00.0% | Unchanged |
| Credit Agricole S A | 18,008 | $2.83M | 0.09% | −1,770−8.9% | Reduced |
| Liberty One Investment Management, LLC | 18,010 | $2.83M | 0.37% | +562+3.2% | Added |
| Comgest Global Investors S.A.S. | 18,015 | $2.83M | 0.05% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 18,081 | $2.84M | 1.84% | −251−1.4% | Reduced |
| Integrated Advisors Network LLC | 18,099 | $2.84M | 0.16% | +428+2.4% | Added |
| Delta Financial Advisors LLC | 18,137 | $2.85M | 1.26% | −205−1.1% | Reduced |
| LGT Fund Management Co Ltd. | 18,200 | $2.86M | 1.31% | +5,100+38.9% | Added |
| Mendel Capital Management LLC | 18,203 | $2.86M | 2.29% | +44+0.2% | Added |
| Douglass Winthrop Advisors, LLC | 18,206 | $2.86M | 0.07% | 00.0% | Unchanged |
| Westmount Partners, LLC | 18,225 | $2.86M | 1.25% | −157−0.9% | Reduced |
| Citizens Business Bank | 18,225 | $2.86M | 0.64% | −844−4.4% | Reduced |
| Wambolt & Associates, LLC | 18,233 | $2.87M | 1.02% | +664+3.8% | Added |
| Flagship Harbor Advisors, LLC | 18,250 | $2.87M | 0.24% | +383+2.1% | Added |
| Fund Management at Engine No. 1 LLC | 18,261 | $2.87M | 0.53% | +1,254+7.4% | Added |
| Archford Capital Strategies, LLC | 18,041 | $2.87M | 0.55% | −561−3.0% | Reduced |
| Reuter James Wealth Management, LLC | 18,285 | $2.87M | 3.46% | −288−1.6% | Reduced |
| AlphaCore Capital LLC | 18,305 | $2.88M | 0.46% | +7,917+76.2% | Added |
| Johnson Financial Group, Inc. | 18,374 | $2.89M | 0.20% | +241+1.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 18,667 | $2.89M | 1.53% | +576+3.2% | Added |
| Mitchell Sinkler & Starr | 18,453 | $2.90M | 0.82% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 18,480 | $2.90M | 0.43% | −32−0.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 18,485 | $2.91M | 0.57% | +472+2.6% | Added |
| Permanens Capital L.P. | 18,485 | $2.91M | 0.67% | +18,485 | New |
| Carlson Capital L P | 18,500 | $2.91M | 0.25% | −17,200−48.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,500 | $2.91M | 2.05% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 18,520 | $2.91M | 1.40% | −405−2.1% | Reduced |
| Occidental Asset Management, LLC | 18,564 | $2.92M | 0.66% | +660+3.7% | Added |
| Thomasville National Bank | 18,585 | $2.92M | 0.28% | −16−0.1% | Reduced |
| CIC Wealth, LLC | 18,604 | $2.92M | 1.01% | +141+0.8% | Added |
| Bensler, LLC | 18,628 | $2.93M | 0.56% | −1,113−5.6% | Reduced |
| Resources Management Corp | 18,641 | $2.93M | 0.46% | +3,141+20.3% | Added |
| Signature Estate & Investment Advisors LLC | 18,637 | $2.93M | 0.10% | +15,524+498.7% | Added |
| Wunderlich Capital Managemnt | 18,682 | $2.94M | 1.44% | −94−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 18,706 | $2.94M | 0.26% | −46−0.2% | Reduced |
| Clarius Group, LLC | 18,724 | $2.94M | 0.23% | +373+2.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 18,756 | $2.95M | 0.85% | −39−0.2% | Reduced |
| Quadrant Capital Group LLC | 18,764 | $2.95M | 0.29% | +471+2.6% | Added |
| Pensionfund Sabic | 18,800 | $2.96M | 0.99% | 00.0% | Unchanged |
| Outfitter Financial LLC | 18,845 | $2.96M | 2.65% | −95−0.5% | Reduced |
| Bowen Hanes & Co Inc | 18,845 | $2.96M | 0.09% | +20+0.1% | Added |
| Geneos Wealth Management Inc. | 18,848 | $2.96M | 0.16% | −58−0.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 18,875 | $2.97M | 0.24% | +14,171+301.3% | Added |
| Haverford Trust Co | 18,912 | $2.97M | 0.03% | −375−1.9% | Reduced |
| CWA Asset Management Group, LLC | 18,933 | $2.98M | 0.20% | −745−3.8% | Reduced |
| Vectors Research Management, LLC | 18,932 | $2.98M | 0.85% | −842−4.3% | Reduced |
| Tiedemann Advisors, LLC | 18,957 | $2.98M | 0.13% | +25+0.1% | Added |
| High Note Wealth, LLC | 18,967 | $2.98M | 1.21% | −1,422−7.0% | Reduced |
| We Are One Seven, LLC | 19,043 | $2.99M | 0.27% | +520+2.8% | Added |
| TrinityPoint Wealth, LLC | 19,052 | $2.99M | 0.58% | +131+0.7% | Added |
| Nomura Holdings Inc | 19,180 | $3.01M | 0.03% | −4,906−20.4% | Reduced |
| Dividend Assets Capital, LLC | 19,181 | $3.02M | 0.62% | −3,674−16.1% | Reduced |
| Silverleafe Capital Partners, LLC | 19,188 | $3.02M | 1.87% | +105+0.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 19,213 | $3.02M | 1.51% | +285+1.5% | Added |
| Rehmann Capital Advisory Group | 19,228 | $3.02M | 0.27% | +300+1.6% | Added |
| Capital Investment Advisory Services, LLC | 19,254 | $3.03M | 0.30% | −788−3.9% | Reduced |
| Kinloch Capital, LLC | 19,409 | $3.05M | 1.82% | −548−2.7% | Reduced |
| Brighton Jones LLC | 19,429 | $3.05M | 0.15% | +568+3.0% | Added |
| Ameritas Advisory Services, LLC | 19,981 | $3.07M | 0.39% | −11,654−36.8% | Reduced |
| Anchor Investment Management, LLC | 19,544 | $3.07M | 0.39% | +828+4.4% | Added |
| 180 Wealth Advisors, LLC | 19,446 | $3.08M | 0.68% | −18−0.1% | Reduced |
| Centerstone Investors, LLC | 19,580 | $3.08M | 3.07% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 19,646 | $3.08M | 1.69% | +379+2.0% | Added |
| Neo Ivy Capital Management | 19,641 | $3.09M | 1.63% | +19,641 | New |
| Bridges Investment Management Inc | 19,723 | $3.10M | 0.10% | −7,650−27.9% | Reduced |
| Forum Financial Management, LP | 19,723 | $3.10M | 0.07% | +499+2.6% | Added |
| Jones Financial Companies LLLP | 19,846 | $3.12M | 0.00% | +7,215+57.1% | Added |
| Girard Partners Ltd. | 19,920 | $3.13M | 0.33% | −142−0.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 19,950 | $3.14M | 0.82% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 19,959 | $3.14M | 1.41% | +176+0.9% | Added |
| Resolute Capital Asset Partners LLC | 20,000 | $3.14M | 2.23% | +20,000 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 20,000 | $3.14M | 0.87% | +5,000+33.3% | Added |
| MYDA Advisors LLC | 20,000 | $3.14M | 1.23% | +20,000 | New |
| Benedict Financial Advisors Inc | 20,040 | $3.15M | 0.87% | −171−0.8% | Reduced |
| Pacifica Partners Inc. | 19,924 | $3.15M | 1.78% | −105−0.5% | Reduced |
| Garrett Investment Advisors LLC | 20,079 | $3.16M | 0.45% | +2,057+11.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.16M | 2.57% | 00.0% | Unchanged |
| ORG Partners LLC | 20,025 | $3.16M | 0.51% | +3,380+20.3% | Added |
| Aries Wealth Management | 20,165 | $3.17M | 1.23% | +21+0.1% | Added |
| Kensington Investment Counsel, LLC | 20,194 | $3.17M | 2.01% | +2,324+13.0% | Added |
| Silphium Asset Management Ltd | 20,200 | $3.18M | 1.58% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 20,220 | $3.18M | 0.23% | +115+0.6% | Added |
| Rossmore Private Capital | 20,316 | $3.19M | 0.48% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 20,360 | $3.20M | 2.36% | +1,229+6.4% | Added |
| Meridian Investment Counsel Inc. | 20,372 | $3.20M | 1.14% | −40−0.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 20,420 | $3.21M | 1.25% | +31+0.2% | Added |
| CFO4Life Group, LLC | 20,470 | $3.22M | 0.69% | −185−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 20,495 | $3.22M | 0.35% | +915+4.7% | Added |
| GYL Financial Synergies, LLC | 20,512 | $3.22M | 0.29% | +713+3.6% | Added |
| Mogy Joel R Investment Counsel Inc | 20,537 | $3.23M | 0.26% | −100−0.5% | Reduced |
| Peninsula Asset Management Inc | 20,570 | $3.23M | 1.90% | −45−0.2% | Reduced |
| Wealthspire Advisors, LLC | 20,602 | $3.24M | 0.05% | −2,663−11.4% | Reduced |
| Pensionmark Financial Group, LLC | 20,606 | $3.24M | 0.63% | −666−3.1% | Reduced |
| Meritage Portfolio Management | 20,625 | $3.24M | 0.23% | −1,344−6.1% | Reduced |
| Global Retirement Partners, LLC | 20,775 | $3.27M | 0.16% | +343+1.7% | Added |
| Fred Alger Management, LLC | 20,993 | $3.30M | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 21,058 | $3.31M | 0.11% | −236−1.1% | Reduced |
| Second Half Financial Partners, LLC | 21,129 | $3.32M | 0.76% | +19,053+917.8% | Added |
| Cullen Capital Management LLC | 21,131 | $3.32M | 0.03% | −2,245−9.6% | Reduced |
| Perpetual Ltd | 21,150 | $3.32M | 0.03% | +13,130+163.7% | Added |