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; 4,425 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
- 2,883
- +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
- 1,213 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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 |
|---|---|---|---|---|---|
| Albion Financial Group | 525 | $82.5K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 532 | $83.0K | 0.03% | +532 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 535 | $84.1K | 0.04% | +535 | New |
| Luken Investment Analytics, LLC | 546 | $85.8K | 0.05% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 550 | $86.4K | 0.02% | +3+0.5% | Added |
| Bell Investment Advisors, Inc | 550 | $86.5K | 0.02% | +153+38.5% | Added |
| Tradewinds Capital Management, LLC | 559 | $87.9K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 564 | $88.7K | 0.03% | +10+1.8% | Added |
| Clear Investment Research, LLC | 571 | $89.8K | 0.15% | +52+10.0% | Added |
| Abound Wealth Management | 597 | $93.9K | 0.04% | +29+5.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 640 | $100.6K | 0.06% | −2−0.3% | Reduced |
| Islay Capital Management, LLC | 650 | $102.2K | 0.09% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 653 | $102.7K | 0.04% | +653 | New |
| C M Bidwell & Associates Ltd | 654 | $102.8K | 0.08% | +654 | New |
| Worth Asset Management, LLC | 659 | $103.6K | 0.08% | +67+11.3% | Added |
| CGC Financial Services, LLC | 666 | $104.7K | 0.07% | +666 | New |
| Vestor Capital, LLC | 676 | $106.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 672 | $106.0K | 0.03% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 675 | $106.1K | 0.09% | +675 | New |
| Carolina Wealth Advisors, LLC | 677 | $106.4K | 0.06% | −10−1.5% | Reduced |
| Earnest Partners LLC | 687 | $108.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 750 | $109.5K | 0.07% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 700 | $110.0K | 0.04% | −106−13.2% | Reduced |
| WFA Asset Management Corp | 703 | $110.5K | 0.07% | +5+0.7% | Added |
| Tucker Asset Management LLC | 708 | $111.3K | 0.03% | +59+9.1% | Added |
| Fairfield Financial Advisors, LTD | 730 | $114.7K | 0.05% | +1+0.1% | Added |
| Baldwin Brothers Inc | 746 | $117.3K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 777 | $122.0K | 0.02% | +1+0.1% | Added |
| Cranbrook Wealth Management, LLC | 791 | $124.4K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 808 | $127.0K | 0.01% | −1,198−59.7% | Reduced |
| Bourgeon Capital Management LLC | 838 | $131.7K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 839 | $131.9K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 841 | $132.2K | 0.10% | −308−26.8% | Reduced |
| Hillsdale Investment Management Inc. | 842 | $132.3K | 0.01% | +100+13.5% | Added |
| Aspire Private Capital, LLC | 897 | $141.0K | 0.04% | −3,856−81.1% | Reduced |
| Covestor Ltd | 903 | $142.0K | 0.11% | +57+6.7% | Added |
| Avion Wealth | 914 | $142.0K | 0.04% | +46+5.3% | Added |
| Miller Wealth Advisors, LLC | 912 | $143.3K | 0.10% | +912 | New |
| Thompson Investment Management, Inc. | 920 | $144.6K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 935 | $146.9K | 0.04% | +935 | New |
| Dakota Community Bank & Trust NA | 935 | $147.0K | 0.87% | −25−2.6% | Reduced |
| 25 LLC | 960 | $148.0K | 0.08% | +1+0.1% | Added |
| Impact Partnership Wealth, LLC | 943 | $148.2K | 0.05% | +943 | New |
| Pacific Center for Financial Services | 955 | $150.2K | 0.05% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 958 | $150.6K | 0.04% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,000 | $157.2K | 0.09% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,078 | $169.5K | 0.13% | +5+0.5% | Added |
| Core Wealth Advisors, Inc. | 1,081 | $169.9K | 0.07% | +118+12.3% | Added |
| Hallmark Capital Management Inc | 1,083 | $170.2K | 0.02% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 1,124 | $176.6K | 0.11% | +6+0.5% | Added |
| Nalls Sherbakoff Group, LLC | 1,215 | $178.4K | 0.18% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,138 | $178.9K | 0.10% | +25+2.2% | Added |
| Evolution Advisers, Inc. | 1,150 | $180.0K | 0.13% | +1+0.1% | Added |
| Tyler-Stone Wealth Management | 1,148 | $180.0K | 0.10% | +1,148 | New |
| Twin Lakes Capital Management, LLC | 1,166 | $183.3K | 0.13% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,167 | $183.4K | 0.02% | +676+137.7% | Added |
| Capital Advisors, Ltd. LLC | 1,182 | $186.0K | 0.03% | +460+63.7% | Added |
| Itau Unibanco Holding S.A. | 1,215 | $191.0K | 0.01% | −1,561−56.2% | Reduced |
| Column Capital Advisors, LLC | 1,235 | $194.1K | 0.03% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,273 | $200.0K | 0.02% | +1,273 | New |
| Alaethes Wealth LLC | 1,274 | $200.2K | 0.11% | −206−13.9% | Reduced |
| Advisor Resource Council | 1,277 | $200.7K | 0.12% | +1,277 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,277 | $200.7K | 0.02% | +1,277 | New |
| Searcy Financial Services Inc | 1,277 | $200.8K | 0.12% | +1,277 | New |
| Trinity Legacy Partners, LLC | 1,286 | $202.1K | 0.07% | −120−8.5% | Reduced |
| Horizon Family Wealth, Inc. | 1,291 | $202.9K | 0.19% | +1,291 | New |
| Acorn Wealth Advisors, LLC | 1,293 | $203.2K | 0.14% | +1,293 | New |
| Monterey Private Wealth, Inc. | 1,293 | $203.3K | 0.10% | +1,293 | New |
| Buckingham Capital Management, Inc. | 1,294 | $203.4K | 0.03% | +1,294 | New |
| Sendero Wealth Management, LLC | 1,299 | $204.1K | 0.04% | +1,299 | New |
| Capital Market Strategies LLC | 1,299 | $204.2K | 0.19% | +1,299 | New |
| Acima Private Wealth, LLC | 1,300 | $204.3K | 0.10% | −72−5.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,302 | $204.6K | 0.07% | −129−9.0% | Reduced |
| Atlantic Trust, LLC | 1,317 | $204.8K | 0.07% | +19+1.5% | Added |
| Marietta Investment Partners LLC | 1,305 | $205.1K | 0.05% | +1,305 | New |
| Nadler Financial Group, Inc. | 1,305 | $205.1K | 0.03% | +1,305 | New |
| Trellis Advisors, LLC | 1,307 | $205.4K | 0.09% | −72−5.2% | Reduced |
| Family Firm, Inc. | 1,311 | $206.0K | 0.05% | +1,311 | New |
| Peregrine Asset Advisers, Inc. | 1,316 | $206.8K | 0.16% | +1,316 | New |
| Towercrest Capital Management | 1,317 | $207.0K | 0.04% | +1,317 | New |
| Pacitti Group Inc. | 1,318 | $207.2K | 0.15% | +1,318 | New |
| Pitti Group Wealth Management, LLC | 1,320 | $207.5K | 0.23% | −147−10.0% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,321 | $207.6K | 0.00% | +1,321 | New |
| Holland Advisory Services, Inc. | 1,321 | $207.7K | 0.26% | +1,321 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,324 | $208.2K | 0.07% | +1,324 | New |
| Cherry Tree Wealth Management, LLC | 1,325 | $208.3K | 0.06% | +1,325 | New |
| Taylor & Morgan Wealth Management, LLC | 1,326 | $208.4K | 0.17% | −216−14.0% | Reduced |
| ELCO Management Co., LLC | 1,334 | $209.7K | 0.15% | +1,334 | New |
| Redwood Investment Management, LLC | 1,334 | $210.0K | 0.02% | +1,334 | New |
| TAP Consulting, LLC | 1,337 | $210.2K | 0.05% | +1,337 | New |
| Garden State Investment Advisory Services LLC | 1,336 | $210.2K | 0.09% | +1,336 | New |
| Shoker Investment Counsel, Inc. | 1,338 | $210.4K | 0.09% | +1,338 | New |
| Court Place Advisors, LLC | 1,339 | $210.4K | 0.07% | +1,339 | New |
| Rational Advisors LLC | 1,339 | $210.5K | 0.02% | +1,339 | New |
| Noesis Capital Mangement Corp | 1,342 | $210.9K | 0.05% | +1,342 | New |
| Private Asset Management Inc | 1,343 | $211.1K | 0.04% | −542−28.8% | Reduced |
| Palumbo Wealth Management LLC | 1,344 | $211.3K | 0.13% | +1,344 | New |
| BCJ Capital Management, LLC | 1,347 | $211.7K | 0.02% | −824−38.0% | Reduced |
| Elk River Wealth Management, LLC | 1,351 | $212.3K | 0.05% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 1,357 | $213.0K | 0.10% | −140−9.4% | Reduced |