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 |
|---|---|---|---|---|---|
| Eagle Strategies LLC | 1,584 | $249.0K | 0.06% | −178−10.1% | Reduced |
| ETF Store, Inc. | 1,612 | $249.1K | 0.17% | +11+0.7% | Added |
| Ipswich Investment Management Co., Inc. | 1,586 | $249.3K | 0.07% | −535−25.2% | Reduced |
| First National Corp | 1,588 | $249.6K | 0.06% | −10−0.6% | Reduced |
| Oberweis Asset Management Inc | 1,589 | $249.7K | 0.03% | +2+0.1% | Added |
| Sawyer & Company, Inc | 1,592 | $250.0K | 0.11% | −80−4.8% | Reduced |
| Silicon Hills Wealth Management, LLC | 1,592 | $250.2K | 0.14% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 1,599 | $251.3K | 0.15% | +48+3.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,600 | $251.5K | 0.05% | −112−6.5% | Reduced |
| Innovis Asset Management LLC | 1,600 | $251.5K | 0.09% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 1,601 | $251.6K | 0.10% | +2+0.1% | Added |
| Forza Wealth Management, LLC | 1,605 | $252.3K | 0.13% | +100+6.6% | Added |
| Columbia Trust Co 01012016 | 1,605 | $252.3K | 0.14% | +122+8.2% | Added |
| RWM Asset Management, LLC | 1,593 | $252.3K | 0.05% | −703−30.6% | Reduced |
| Maryland Capital Advisors Inc. | 1,607 | $252.6K | 0.20% | +407+33.9% | Added |
| Financial Advisors, LLC | 1,609 | $252.9K | 0.06% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,615 | $253.8K | 0.19% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,616 | $254.0K | 0.07% | +1,616 | New |
| Windsor Group LTD | 1,614 | $254.0K | 0.05% | −80−4.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,616 | $254.0K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 1,616 | $254.0K | 0.10% | +41+2.6% | Added |
| Falcon Wealth Planning | 1,616 | $254.0K | 0.06% | +9+0.6% | Added |
| WorthPointe, LLC | 1,621 | $254.8K | 0.16% | +219+15.6% | Added |
| Pegasus Partners Ltd. | 1,625 | $255.4K | 0.04% | −57−3.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,625 | $255.4K | 0.25% | 00.0% | Unchanged |
| Modus Advisors, LLC | 1,627 | $255.7K | 0.11% | +76+4.9% | Added |
| Avenir Corp | 1,636 | $257.1K | 0.02% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,621 | $258.1K | 0.05% | −1,251−43.6% | Reduced |
| RMR Wealth Builders | 1,648 | $259.1K | 0.04% | +4+0.2% | Added |
| Legacy Advisors, LLC | 1,649 | $259.2K | 0.04% | −76−4.4% | Reduced |
| Bridge Advisory, LLC | 1,656 | $260.3K | 0.10% | +35+2.2% | Added |
| Levin Capital Strategies, L.P. | 1,657 | $260.4K | 0.03% | −3,000−64.4% | Reduced |
| Tranquility Partners, LLC | 1,659 | $260.7K | 0.11% | +12+0.7% | Added |
| Hazlett, Burt & Watson, Inc. | 1,661 | $261.0K | 0.19% | −391−19.1% | Reduced |
| TrueWealth Advisors, LLC | 1,661 | $261.1K | 0.11% | −58−3.4% | Reduced |
| GM Advisory Group, Inc. | 1,665 | $261.7K | 0.02% | −46−2.7% | Reduced |
| Arcus Capital Partners, LLC | 1,666 | $261.8K | 0.08% | +11+0.7% | Added |
| Horizon Wealth Management, LLC | 1,666 | $261.9K | 0.10% | +9+0.5% | Added |
| Intrepid Financial Planning Group LLC | 1,667 | $262.0K | 0.13% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,668 | $262.3K | 0.11% | +63+3.9% | Added |
| New Millennium Group LLC | 1,669 | $262.3K | 0.24% | −85−4.8% | Reduced |
| Rock Creek Group, LP | 1,672 | $262.8K | 0.04% | +17+1.0% | Added |
| Navellier & Associates Inc | 1,672 | $262.8K | 0.05% | +100+6.4% | Added |
| Sym Financial Corp | 1,673 | $262.9K | 0.05% | +142+9.3% | Added |
| Berkeley Capital Partners, LLC | 1,673 | $263.0K | 0.09% | +73+4.6% | Added |
| Vishria Bird Financial Group, LLC | 1,675 | $263.0K | 0.16% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 1,677 | $263.6K | 0.21% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,679 | $263.9K | 0.16% | +95+6.0% | Added |
| Meridian Financial Partners LLC | 1,679 | $264.0K | 0.16% | +1,679 | New |
| Geller Advisors LLC | 1,681 | $264.2K | 0.03% | −362−17.7% | Reduced |
| Ballew Advisors, Inc | 1,711 | $264.6K | 0.19% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,686 | $265.0K | 0.10% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 1,701 | $267.4K | 0.82% | +1,701 | New |
| Alta Wealth Advisors LLC | 1,701 | $267.4K | 0.16% | +2+0.1% | Added |
| HHM Wealth Advisors, LLC | 1,705 | $268.0K | 0.05% | −82−4.6% | Reduced |
| Ellevest, Inc. | 1,705 | $268.0K | 0.02% | −53−3.0% | Reduced |
| Boyd Watterson Asset Management LLC | 1,707 | $268.3K | 0.11% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,708 | $268.5K | 0.13% | +63+3.8% | Added |
| Birchcreek Wealth Management, LLC | 1,710 | $268.7K | 0.19% | −106−5.8% | Reduced |
| Apexium Financial, LP | 1,713 | $269.3K | 0.02% | −134−7.3% | Reduced |
| Matrix Asset Advisors Inc | 1,715 | $269.6K | 0.04% | −100−5.5% | Reduced |
| Planned Solutions, Inc. | 1,716 | $269.7K | 0.16% | 00.0% | Unchanged |
| Montis Financial, LLC | 1,716 | $269.7K | 0.18% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 1,719 | $270.2K | 0.10% | +1,719 | New |
| WPWealth LLP | 1,721 | $270.6K | 0.12% | +111+6.9% | Added |
| Burns J W & Co Inc | 1,722 | $271.0K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,731 | $272.0K | 0.04% | −10−0.6% | Reduced |
| One Wealth Advisors, LLC | 1,731 | $272.1K | 0.06% | +28+1.6% | Added |
| Difesa Capital Management, LP | 1,733 | $272.4K | 0.72% | −125−6.7% | Reduced |
| Hemington Wealth Management | 1,743 | $273.0K | 0.11% | −64−3.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,740 | $273.5K | 0.06% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 1,741 | $273.7K | 0.11% | +283+19.4% | Added |
| LaSalle St. Investment Advisors, LLC | 1,746 | $274.0K | 0.12% | −155−8.2% | Reduced |
| Financial Strategies Group, Inc. | 1,747 | $274.6K | 0.09% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,753 | $275.5K | 0.19% | −500−22.2% | Reduced |
| Western Pacific Wealth Management, LP | 1,757 | $276.2K | 0.21% | +302+20.8% | Added |
| Masso Torrence Wealth Management Inc. | 1,758 | $276.3K | 0.20% | +107+6.5% | Added |
| Cornerstone Retirement Group, Inc. | 1,761 | $276.8K | 0.08% | +61+3.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,761 | $276.8K | 0.32% | −970−35.5% | Reduced |
| Compass Ion Advisors, LLC | 1,766 | $277.6K | 0.07% | −20−1.1% | Reduced |
| TSFG, LLC | 1,768 | $278.0K | 0.10% | +472+36.4% | Added |
| Lockerman Financial Group, Inc. | 1,772 | $278.5K | 0.77% | +13+0.7% | Added |
| Schoolcraft Capital LLC | 1,777 | $279.3K | 0.08% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 1,781 | $279.9K | 0.19% | +85+5.0% | Added |
| Partners in Financial Planning | 1,791 | $281.5K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,794 | $281.9K | 0.10% | +80+4.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,796 | $282.3K | 0.16% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 1,798 | $282.7K | 0.18% | +2+0.1% | Added |
| Gyroscope Capital Management Group, LLC | 1,800 | $282.9K | 0.07% | −2,000−52.6% | Reduced |
| Goodwin Daniel L | 1,800 | $282.9K | 0.14% | 00.0% | Unchanged |
| Avory & Company, LLC | 1,809 | $284.4K | 0.22% | +1,809 | New |
| Total Clarity Wealth Management, Inc. | 1,817 | $285.7K | 0.14% | +370+25.6% | Added |
| MB, Levis & Associates, LLC | 1,818 | $285.7K | 0.18% | +13+0.7% | Added |
| Carmel Capital Partners, LLC | 1,818 | $285.8K | 0.15% | +65+3.7% | Added |
| Lodestone Wealth Management LLC | 1,819 | $285.9K | 0.20% | −54−2.9% | Reduced |
| Kolinsky Wealth Management, LLC | 1,857 | $286.5K | 0.27% | −101−5.2% | Reduced |
| Pallas Capital Advisors LLC | 1,851 | $286.6K | 0.01% | −249−11.9% | Reduced |
| Renaissance Investment Group LLC | 1,829 | $287.5K | 0.08% | −63−3.3% | Reduced |
| LGL Partners, LLC | 1,835 | $288.5K | 0.05% | +2+0.1% | Added |
| EPG Wealth Management LLC | 1,836 | $288.6K | 0.09% | −45−2.4% | Reduced |