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; 4,426 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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Vance Wealth, Inc. | 1,360 | $213.8K | 0.10% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,352 | $213.9K | 0.07% | +1,352 | New |
| Poehling Capital Management, LLC | 1,361 | $213.9K | 0.07% | −65−4.6% | Reduced |
| Liberty Wealth Management LLC | 1,361 | $213.9K | 0.05% | −7,503−84.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,363 | $214.0K | 0.06% | +325+31.3% | Added |
| Heartwood Wealth Advisors LLC | 1,368 | $215.0K | 0.03% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,371 | $215.5K | 0.01% | +10+0.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,400 | $216.0K | 0.01% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 1,375 | $216.1K | 0.16% | −36−2.6% | Reduced |
| Parkside Advisors LLC | 1,386 | $217.8K | 0.07% | −332−19.3% | Reduced |
| Garrison Bradford & Associates Inc | 1,388 | $218.0K | 0.26% | 00.0% | Unchanged |
| Marotta Asset Management | 1,391 | $218.6K | 0.05% | +1,391 | New |
| Trillium Asset Management, LLC | 1,391 | $219.0K | 0.01% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 1,394 | $219.1K | 0.60% | +1,394 | New |
| Latitude Advisors, LLC | 1,394 | $219.1K | 0.15% | −64−4.4% | Reduced |
| Wagner Wealth Management, LLC | 1,394 | $219.2K | 0.08% | −63−4.3% | Reduced |
| Clarkston Capital Partners, LLC | 1,398 | $219.8K | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 1,399 | $219.9K | 0.16% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,400 | $220.0K | 0.02% | −31−2.2% | Reduced |
| Armbruster Capital Management, Inc. | 1,400 | $220.1K | 0.05% | 00.0% | Unchanged |
| Beck Bode, LLC | 1,401 | $220.2K | 0.05% | −401−22.3% | Reduced |
| Cohen & Steers, Inc. | 1,403 | $221.0K | 0.00% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,409 | $221.5K | 0.07% | +1,409 | New |
| Camarda Financial Advisors, LLC | 1,416 | $222.6K | 0.11% | −721−33.7% | Reduced |
| Affinity Capital Advisors, LLC | 1,422 | $223.5K | 0.06% | +1,422 | New |
| TriaGen Wealth Management LLC | 1,423 | $223.7K | 0.10% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,426 | $224.1K | 0.16% | +5+0.4% | Added |
| PCA Investment Advisory Services Inc. | 1,427 | $224.4K | 0.13% | +1,427 | New |
| West Chester Capital Advisors, Inc | 1,431 | $224.9K | 0.43% | +1,431 | New |
| West Coast Financial LLC | 1,432 | $225.2K | 0.03% | +34+2.4% | Added |
| Marks Group Wealth Management, Inc | 1,433 | $225.2K | 0.03% | −30−2.1% | Reduced |
| Dentgroup LLC | 1,434 | $225.4K | 0.16% | −32−2.2% | Reduced |
| Terril Brothers, Inc. | 1,434 | $225.4K | 0.10% | 00.0% | Unchanged |
| Carlsbad Wealth Advisory Group, Inc. | 1,435 | $225.6K | 0.15% | +1,435 | New |
| Ategra Capital Management, LLC | 1,436 | $225.7K | 0.12% | +11+0.8% | Added |
| Fortis Capital Advisors, LLC | 1,441 | $226.5K | 0.13% | +657+83.8% | Added |
| KLR Investment Advisors, LLC | 1,444 | $227.0K | 0.19% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 1,441 | $227.0K | 0.49% | −15−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,449 | $227.7K | 0.03% | +12+0.8% | Added |
| Future Financial Wealth Managment LLC | 1,450 | $227.9K | 0.24% | +1,450 | New |
| New England Professional Planning Group Inc. | 1,452 | $228.2K | 0.13% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,453 | $228.4K | 0.18% | +1,453 | New |
| Abacus Wealth Partners, LLC | 1,455 | $228.7K | 0.07% | −89−5.8% | Reduced |
| Options Solutions, LLC | 1,456 | $228.8K | 0.23% | +1,456 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,463 | $229.9K | 0.09% | +7+0.5% | Added |
| Rice Hall James & Associates, LLC | 1,466 | $230.4K | 0.01% | −1,225−45.5% | Reduced |
| Emfo, LLC | 1,466 | $230.4K | 0.21% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 1,466 | $230.5K | 0.03% | +1,466 | New |
| WSFS Capital Management, LLC | 1,469 | $230.9K | 0.02% | +1,469 | New |
| PCG Wealth Advisors, LLC | 1,471 | $231.2K | 0.14% | −60−3.9% | Reduced |
| Riverview Trust Co | 1,472 | $231.4K | 0.21% | −18−1.2% | Reduced |
| Wilkinson Global Asset Management LLC | 1,476 | $232.0K | 0.02% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,479 | $232.5K | 0.07% | +1,479 | New |
| Richard P Slaughter Associates Inc | 1,481 | $232.8K | 0.07% | −24−1.6% | Reduced |
| SNS Financial Group, LLC | 1,482 | $232.9K | 0.03% | +16+1.1% | Added |
| Flaharty Asset Management, LLC | 1,482 | $233.0K | 0.04% | −336−18.5% | Reduced |
| Ssi Investment Management LLC | 1,484 | $233.3K | 0.02% | −338−18.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,485 | $233.4K | 0.04% | +1,485 | New |
| Wealth Management Solutions, LLC | 1,494 | $234.8K | 0.15% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,495 | $235.0K | 0.23% | +99+7.1% | Added |
| Resonant Capital Advisors, LLC | 1,496 | $235.1K | 0.03% | +69+4.8% | Added |
| Merrion Investment Management Co, LLC | 1,500 | $235.8K | 0.20% | 00.0% | Unchanged |
| Huber Capital Management LLC | 1,500 | $235.8K | 0.06% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,500 | $235.8K | 0.07% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,501 | $235.9K | 0.21% | +75+5.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $236.0K | 0.02% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 1,505 | $236.6K | 0.24% | −13,400−89.9% | Reduced |
| First National Bank Sioux Falls | 1,506 | $236.7K | 0.15% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 1,509 | $237.2K | 0.07% | +1,509 | New |
| Montz Harcus Wealth Management LLC | 1,516 | $238.4K | 0.20% | +10+0.7% | Added |
| Private Capital Management LLC | 1,517 | $238.4K | 0.07% | +1,517 | New |
| Deltec Asset Management LLC | 1,522 | $239.2K | 0.05% | +1,522 | New |
| Lyell Wealth Management, LP | 1,527 | $240.0K | 0.03% | −5−0.3% | Reduced |
| Cipher Capital LP | 1,535 | $241.3K | 0.04% | −42,722−96.5% | Reduced |
| Prosperity Financial Group, Inc. | 1,536 | $241.4K | 0.21% | +1,536 | New |
| McIlrath & Eck, LLC | 1,537 | $241.6K | 0.05% | −370−19.4% | Reduced |
| Atlas Wealth LLC | 1,563 | $241.6K | 0.04% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,537 | $241.6K | 0.06% | +41+2.7% | Added |
| Firestone Capital Management | 1,562 | $241.9K | 0.08% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,541 | $242.2K | 0.15% | +94+6.5% | Added |
| Flynn Zito Capital Management, LLC | 1,544 | $242.6K | 0.16% | +131+9.3% | Added |
| Ewa, LLC | 1,544 | $242.7K | 0.17% | +186+13.7% | Added |
| Broderick Brian C | 1,550 | $243.6K | 0.06% | 00.0% | Unchanged |
| Seascape Capital Management | 1,551 | $244.0K | 0.12% | −1−0.1% | Reduced |
| Round Rock Advisors, LLC | 1,553 | $244.1K | 0.09% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,556 | $244.5K | 0.32% | +1,556 | New |
| Dominguez Wealth Management Solutions, Inc. | 1,566 | $246.1K | 0.22% | +4+0.3% | Added |
| Versor Investments LP | 1,567 | $246.3K | 0.04% | −1,233−44.0% | Reduced |
| Vista Wealth Management Group, LLC | 1,568 | $246.4K | 0.02% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,570 | $246.7K | 0.27% | +5+0.3% | Added |
| Compagnie Lombard Odier SCmA | 1,572 | $247.1K | 0.01% | −215−12.0% | Reduced |
| Key Financial Inc | 1,572 | $247.1K | 0.08% | +169+12.0% | Added |
| WJ Interests, LLC | 1,600 | $247.3K | 0.16% | +1,600 | New |
| Barry Investment Advisors, LLC | 1,575 | $247.5K | 0.08% | −32−2.0% | Reduced |
| Financial Perspectives, Inc | 1,577 | $247.9K | 0.11% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,578 | $248.0K | 0.05% | 00.0% | Unchanged |
| Centric Wealth Management | 1,603 | $248.2K | 0.10% | −325−16.9% | Reduced |
| Motive Wealth Advisors | 1,582 | $248.7K | 0.26% | −6−0.4% | Reduced |
| Davidson Trust Co | 1,584 | $249.0K | 0.18% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,586 | $249.0K | 0.00% | −563−26.2% | Reduced |