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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 21,181 | $3.33M | 0.44% | −443−2.0% | Reduced |
| Palisade Asset Management, LLC | 21,186 | $3.33M | 0.39% | −594−2.7% | Reduced |
| Western Wealth Management, LLC | 21,191 | $3.33M | 0.28% | −590−2.7% | Reduced |
| Mattern Wealth Management LLC | 21,220 | $3.34M | 0.97% | +1,996+10.4% | Added |
| Lincluden Management Ltd | 21,303 | $3.35M | 0.39% | −812−3.7% | Reduced |
| Guardian Investment Management | 21,315 | $3.35M | 2.89% | +8,786+70.1% | Added |
| Stokes Family Office, LLC | 21,321 | $3.35M | 0.39% | +677+3.3% | Added |
| Bridge Creek Capital Management LLC | 21,330 | $3.35M | 1.20% | −338−1.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,427 | $3.37M | 0.32% | −560−2.5% | Reduced |
| 1st Source Bank | 21,525 | $3.38M | 0.22% | +11+0.1% | Added |
| Capital Asset Advisory Services LLC | 21,883 | $3.38M | 0.24% | −434−1.9% | Reduced |
| Colonial Trust Co | 21,539 | $3.39M | 0.81% | +294+1.4% | Added |
| Financial Advisory Service, Inc. | 21,588 | $3.39M | 0.43% | −86−0.4% | Reduced |
| Vise Technologies, Inc. | 21,649 | $3.40M | 0.82% | +4,577+26.8% | Added |
| Colony Group LLC | 21,671 | $3.41M | 0.05% | +7,208+49.8% | Added |
| Westpac Banking Corp | 21,703 | $3.41M | 0.24% | −183,111−89.4% | Reduced |
| International Assets Investment Management, LLC | 21,721 | $3.41M | 0.47% | −958−4.2% | Reduced |
| Citizens National Bank Trust Department | 21,745 | $3.42M | 0.90% | 00.0% | Unchanged |
| Caption Management, LLC | 21,752 | $3.42M | 0.60% | +21,752 | New |
| Gifford Fong Associates | 21,850 | $3.43M | 0.81% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 21,850 | $3.43M | 0.73% | −51−0.2% | Reduced |
| Hengehold Capital Management LLC | 21,862 | $3.44M | 0.46% | −276−1.2% | Reduced |
| Madden Securities Corp | 21,932 | $3.45M | 1.76% | +1,281+6.2% | Added |
| Lakeview Capital Partners, LLC | 21,938 | $3.45M | 0.64% | +4,892+28.7% | Added |
| Bayesian Capital Management, LP | 22,200 | $3.49M | 0.37% | +1,099+5.2% | Added |
| Monument Capital Management | 22,332 | $3.51M | 1.12% | +75+0.3% | Added |
| Ingalls & Snyder LLC | 22,360 | $3.52M | 0.17% | +34+0.2% | Added |
| Appleton Partners Inc | 22,403 | $3.52M | 0.30% | +83+0.4% | Added |
| Stratos Wealth Advisors, LLC | 22,523 | $3.54M | 0.25% | −174−0.8% | Reduced |
| First Hawaiian Bank | 22,608 | $3.55M | 0.12% | +815+3.7% | Added |
| Cozad Asset Management Inc | 22,662 | $3.56M | 0.44% | +3,323+17.2% | Added |
| Capital Advisors Inc | 22,746 | $3.58M | 0.09% | −54−0.2% | Reduced |
| Capstone Triton Financial Group, LLC | 22,822 | $3.59M | 2.47% | +240+1.1% | Added |
| Equitable Holdings, Inc. | 22,941 | $3.61M | 0.05% | +6,525+39.7% | Added |
| Loomis Sayles & Co L P | 23,005 | $3.62M | 0.01% | −8,847−27.8% | Reduced |
| Hyman Charles D | 23,017 | $3.62M | 0.23% | 00.0% | Unchanged |
| Smith, Moore & Co. | 23,055 | $3.62M | 0.46% | +1,086+4.9% | Added |
| Hutner Capital Management Inc | 23,087 | $3.63M | 2.12% | −734−3.1% | Reduced |
| Investment Management Corp of Ontario | 23,163 | $3.64M | 0.15% | +23,163 | New |
| Hudson Capital Management LLC | 23,274 | $3.66M | 1.41% | +385+1.7% | Added |
| NWF Advisory Services Inc. | 23,277 | $3.66M | 0.85% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 23,307 | $3.66M | 0.85% | +2,748+13.4% | Added |
| Pekin Hardy Strauss, Inc. | 23,306 | $3.66M | 0.57% | −49−0.2% | Reduced |
| Regal Investment Advisors LLC | 23,356 | $3.67M | 0.31% | +846+3.8% | Added |
| Family Legacy, Inc. | 23,359 | $3.67M | 1.48% | −151−0.6% | Reduced |
| Concentric Capital Strategies, LP | 23,371 | $3.67M | 0.79% | −4,132−15.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 23,429 | $3.68M | 1.01% | −134−0.6% | Reduced |
| Courier Capital LLC | 23,460 | $3.69M | 0.29% | +17,416+288.2% | Added |
| Dynamic Advisor Solutions LLC | 23,545 | $3.70M | 0.19% | +1,519+6.9% | Added |
| Townsend & Associates, Inc | 23,263 | $3.70M | 0.95% | +11,006+89.8% | Added |
| Wealthcare Advisory Partners LLC | 23,602 | $3.71M | 0.17% | +207+0.9% | Added |
| Blue Fin Capital, Inc. | 23,612 | $3.71M | 1.06% | −865−3.5% | Reduced |
| Claret Asset Management Corp | 23,628 | $3.71M | 0.72% | +437+1.9% | Added |
| BFSG, LLC | 23,719 | $3.73M | 0.63% | −422−1.7% | Reduced |
| Mitchell Capital Management Co | 23,725 | $3.73M | 0.85% | +209+0.9% | Added |
| Nvest Financial, LLC | 23,789 | $3.74M | 3.27% | +1,731+7.8% | Added |
| Nations Financial Group Inc, | 23,791 | $3.74M | 0.37% | −4,783−16.7% | Reduced |
| All Terrain Financial Advisors, LLC | 23,920 | $3.76M | 1.69% | +347+1.5% | Added |
| SlateStone Wealth, LLC | 23,981 | $3.77M | 0.71% | −40.0% | Reduced |
| Northwest Investment Counselors, LLC | 24,038 | $3.78M | 1.01% | +33+0.1% | Added |
| Spire Wealth Management | 24,238 | $3.81M | 0.14% | −1,877−7.2% | Reduced |
| Woodmont Investment Counsel LLC | 24,265 | $3.81M | 0.40% | −180−0.7% | Reduced |
| Ameliora Wealth Management Ltd. | 24,346 | $3.83M | 2.36% | +1,202+5.2% | Added |
| Keene & Associates, Inc. | 24,371 | $3.83M | 2.98% | −100.0% | Reduced |
| Sentry LLC | 24,381 | $3.83M | 0.83% | 00.0% | Unchanged |
| Lincoln National Corp | 24,398 | $3.83M | 0.08% | −874−3.5% | Reduced |
| Birinyi Associates Inc | 24,400 | $3.83M | 1.40% | −850−3.4% | Reduced |
| Gamco Investors, Inc. Et Al | 24,455 | $3.84M | 0.04% | −201−0.8% | Reduced |
| SevenBridge Financial Group, LLC | 24,511 | $3.85M | 0.99% | −541−2.2% | Reduced |
| WBI Investments | 24,516 | $3.85M | 0.70% | +8,926+57.3% | Added |
| GFG Capital, LLC | 12,414 | $3.86M | 0.72% | −531−4.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,601 | $3.87M | 2.50% | −312−1.3% | Reduced |
| Means Investment Co., Inc. | 24,631 | $3.87M | 0.61% | +1,791+7.8% | Added |
| Moloney Securities Asset Management, LLC | 24,758 | $3.89M | 0.69% | +253+1.0% | Added |
| Pathstone Family Office, LLC | 24,749 | $3.91M | 0.06% | −4,099−14.2% | Reduced |
| Paradigm Financial Partners, LLC | 24,907 | $3.91M | 1.06% | −84−0.3% | Reduced |
| Somerset Trust Co | 25,001 | $3.93M | 1.69% | −722−2.8% | Reduced |
| Diversified Investment Strategies, LLC | 25,080 | $3.94M | 2.92% | −205−0.8% | Reduced |
| Slow Capital, Inc. | 25,081 | $3.94M | 0.68% | −1,230−4.7% | Reduced |
| Laffer Tengler Investments | 25,209 | $3.96M | 1.05% | +3,788+17.7% | Added |
| J.W. Cole Advisors, Inc. | 25,361 | $3.99M | 0.28% | −2,346−8.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 28,160 | $3.99M | 1.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 25,489 | $4.01M | 0.97% | +1,736+7.3% | Added |
| Ashton Thomas Private Wealth, LLC | 25,558 | $4.02M | 0.31% | +4,917+23.8% | Added |
| Keel Point, LLC | 25,723 | $4.04M | 0.54% | −1,230−4.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 25,621 | $4.05M | 0.19% | +710+2.9% | Added |
| Waldron Private Wealth LLC | 25,796 | $4.05M | 0.20% | −163−0.6% | Reduced |
| Little House Capital LLC | 25,802 | $4.06M | 1.72% | −2,326−8.3% | Reduced |
| Koshinski Asset Management, Inc. | 25,832 | $4.06M | 0.44% | −3,321−11.4% | Reduced |
| RFG Advisory, LLC | 25,835 | $4.06M | 0.18% | −65−0.3% | Reduced |
| Pinnbrook Capital Management LP | 25,848 | $4.06M | 2.40% | −39,400−60.4% | Reduced |
| LaFleur & Godfrey LLC | 25,919 | $4.07M | 0.61% | +161+0.6% | Added |
| Independent Financial Group, LLC | 25,972 | $4.08M | 0.28% | +763+3.0% | Added |
| Financial Advisory Partners, LLC | 25,973 | $4.08M | 1.57% | −56−0.2% | Reduced |
| CX Institutional | 26,029 | $4.09M | 0.21% | +1,440+5.9% | Added |
| HBK Sorce Advisory LLC | 26,121 | $4.11M | 0.17% | −107−0.4% | Reduced |
| Herold Advisors, Inc. | 26,274 | $4.13M | 1.26% | +628+2.4% | Added |
| Northcape Wealth Management, LLC | 26,362 | $4.14M | 1.50% | +68+0.3% | Added |
| Arrow Financial Corp | 26,394 | $4.15M | 0.50% | +394+1.5% | Added |
| Evercore Wealth Management, LLC | 26,412 | $4.15M | 0.08% | −27−0.1% | Reduced |