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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 1,837 | $288.7K | 0.19% | +2+0.1% | Added |
| ForthRight Wealth Management, LLC | 1,837 | $288.7K | 0.12% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 1,840 | $289.0K | 0.28% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,839 | $289.1K | 0.07% | +413+29.0% | Added |
| Norway Savings Bank | 1,841 | $289.4K | 0.16% | −75−3.9% | Reduced |
| Trilogy Capital Inc. | 1,828 | $289.5K | 0.02% | +1,828 | New |
| Landscape Capital Management, L.L.C. | 1,844 | $289.8K | 0.04% | −545−22.8% | Reduced |
| Avaii Wealth Management, LLC | 1,845 | $290.0K | 0.22% | +117+6.8% | Added |
| BlackDiamond Wealth Management Inc. | 1,823 | $290.2K | 0.25% | +170+10.3% | Added |
| Bond & Devick Financial Network, Inc. | 1,847 | $290.3K | 0.18% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17,051 | $290.7K | 0.06% | −40.0% | Reduced |
| Congress Asset Management Co | 1,851 | $290.9K | 0.00% | −530−22.3% | Reduced |
| Baron Wealth Management LLC | 1,855 | $291.6K | 0.19% | +23+1.3% | Added |
| Commons Capital, LLC | 1,857 | $291.9K | 0.44% | −23−1.2% | Reduced |
| Beacon Financial Advisory LLC | 1,859 | $292.2K | 0.17% | +219+13.4% | Added |
| Sentinel Trust Co Lba | 1,864 | $293.0K | 0.04% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,803 | $293.1K | 0.09% | −62−3.3% | Reduced |
| Carr Financial Group Corp | 1,865 | $293.2K | 0.12% | +14+0.8% | Added |
| Meridian Wealth Partners, LLC | 1,874 | $294.6K | 0.06% | +108+6.1% | Added |
| Family Asset Management, LLC | 1,879 | $295.3K | 0.20% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,883 | $296.0K | 0.23% | +189+11.2% | Added |
| Fort, L.P. | 1,883 | $296.0K | 0.78% | +507+36.8% | Added |
| Centurion Wealth Management LLC | 1,883 | $296.0K | 0.14% | +149+8.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,892 | $297.3K | 0.11% | +540+39.9% | Added |
| Summitry LLC | 1,894 | $297.7K | 0.02% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,895 | $297.9K | 0.09% | −51−2.6% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,897 | $298.2K | 0.27% | +219+13.1% | Added |
| Goepper Burkhardt LLC | 1,905 | $299.4K | 0.18% | +10+0.5% | Added |
| Tillman Hartley LLC | 1,907 | $299.7K | 0.12% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,908 | $299.9K | 0.08% | +106+5.9% | Added |
| WP Advisors, LLC | 1,913 | $300.6K | 0.12% | −220−10.3% | Reduced |
| Armstrong Henry H Associates Inc | 1,914 | $300.8K | 0.03% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,914 | $300.8K | 0.09% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 1,918 | $301.0K | 0.15% | −4,857−71.7% | Reduced |
| NinePointTwo Capital | 1,921 | $301.0K | 0.12% | −1,789−48.2% | Reduced |
| Versant Capital Management, Inc | 1,917 | $301.3K | 0.10% | −57−2.9% | Reduced |
| USAdvisors Wealth Management, LLC | 1,907 | $302.0K | 0.14% | +29+1.5% | Added |
| Amplius Wealth Advisors, LLC | 1,922 | $302.1K | 0.04% | −35−1.8% | Reduced |
| Lauterbach Financial Advisors, LLC | 1,925 | $302.5K | 0.23% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 1,926 | $302.7K | 0.19% | −172−8.2% | Reduced |
| Petrus Trust Company, LTA | 1,931 | $303.5K | 0.03% | −2,756−58.8% | Reduced |
| Seaside Wealth Management, Inc. | 1,933 | $303.8K | 0.16% | +12+0.6% | Added |
| Outlook Wealth Advisors, LLC | 1,939 | $304.8K | 0.12% | −4−0.2% | Reduced |
| Claris Advisors, LLC | 1,940 | $304.9K | 0.21% | −6−0.3% | Reduced |
| Balboa Wealth Partners | 1,940 | $304.9K | 0.11% | −1,178−37.8% | Reduced |
| MBA Advisors LLC | 1,945 | $305.8K | 0.18% | −46−2.3% | Reduced |
| Ellsworth Advisors, LLC | 1,946 | $305.9K | 0.11% | +14+0.7% | Added |
| LVM Capital Management Ltd | 1,947 | $306.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,950 | $306.0K | 0.02% | +39+2.0% | Added |
| Inspire Advisors, LLC | 1,949 | $306.4K | 0.06% | +1,949 | New |
| Willow Creek Wealth Management Inc. | 1,953 | $307.0K | 0.04% | +62+3.3% | Added |
| Onyx Bridge Wealth Group LLC | 1,957 | $307.7K | 0.07% | +1,957 | New |
| Phillips Financial Management, LLC | 1,960 | $308.1K | 0.03% | +25+1.3% | Added |
| Mezzasalma Advisors, LLC | 1,962 | $308.4K | 0.19% | +202+11.5% | Added |
| Sage Rhino Capital LLC | 1,964 | $308.7K | 0.09% | −166−7.8% | Reduced |
| Stordahl Capital Management, Inc. | 1,964 | $308.8K | 0.09% | +2+0.1% | Added |
| HBC Financial Services, PLLC | 2,000 | $309.0K | 0.22% | −185−8.5% | Reduced |
| Objective Capital Management, LLC | 1,966 | $309.0K | 0.27% | +4+0.2% | Added |
| Stanley-Laman Group, Ltd. | 1,969 | $309.5K | 0.05% | +1+0.1% | Added |
| Clear Creek Financial Management, LLC | 1,969 | $309.5K | 0.05% | +250+14.5% | Added |
| SFG Wealth Management, LLC. | 1,971 | $309.8K | 0.26% | +235+13.5% | Added |
| Echo45 Advisors LLC | 1,978 | $310.9K | 0.26% | +25+1.3% | Added |
| Opal Wealth Advisors, LLC | 1,978 | $310.9K | 0.16% | +142+7.7% | Added |
| Kraft, Davis & Associates, LLC | 1,946 | $311.4K | 0.11% | +1,946 | New |
| Grey Street Capital, LLC | 1,984 | $311.8K | 0.17% | +1,984 | New |
| Financial Sense Advisors, Inc. | 1,984 | $311.9K | 0.14% | +5+0.3% | Added |
| Wedgewood Investors Inc | 1,993 | $313.3K | 0.40% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,994 | $313.4K | 0.29% | −19−0.9% | Reduced |
| M. Kraus & Co | 1,996 | $313.7K | 0.11% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,998 | $314.0K | 0.07% | +179+9.8% | Added |
| Syntal Capital Partners, LLC | 2,000 | $314.4K | 0.13% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 2,000 | $314.4K | 1.19% | +2,000 | New |
| Engrave Wealth Partners LLC | 2,004 | $315.0K | 0.10% | −59−2.9% | Reduced |
| Bluesphere Advisors, LLC | 2,005 | $315.1K | 0.22% | +2+0.1% | Added |
| Mirador Capital Partners LP | 2,006 | $315.2K | 0.07% | −606−23.2% | Reduced |
| Pinnacle Family Advisors, LLC | 2,007 | $315.5K | 0.17% | +85+4.4% | Added |
| Sage Private Wealth Group, LLC | 2,010 | $316.0K | 0.43% | +2+0.1% | Added |
| CKW Financial Group | 2,019 | $317.0K | 0.05% | +1,669+476.9% | Added |
| Gibson Capital, LLC | 2,023 | $318.0K | 0.08% | +23+1.2% | Added |
| Magnolia Capital Management Ltd | 2,020 | $318.0K | 0.29% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 2,025 | $318.3K | 0.07% | −205−9.2% | Reduced |
| Hobart Private Capital, LLC | 2,026 | $318.4K | 0.12% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,026 | $318.5K | 0.05% | −70−3.3% | Reduced |
| Slagle Financial, LLC | 2,031 | $319.2K | 0.20% | +2,031 | New |
| Planning Center, Inc. | 2,031 | $319.2K | 0.08% | +196+10.7% | Added |
| Cutter & CO Brokerage, Inc. | 2,031 | $319.3K | 0.09% | +133+7.0% | Added |
| Evergreen Wealth Management, LLC | 2,035 | $319.9K | 0.25% | +2,035 | New |
| Redwood Wealth Management Group, LLC | 2,037 | $320.2K | 0.36% | +2+0.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,038 | $320.4K | 0.03% | 00.0% | Unchanged |
| McDaniel Terry & Co | 2,042 | $321.0K | 0.03% | +600+41.6% | Added |
| Virtu Financial LLC | 2,051 | $322.0K | 0.02% | −746−26.7% | Reduced |
| Morningstar Investment Services LLC | 2,083 | $322.0K | 0.00% | +704+51.1% | Added |
| Schwartz Investment Counsel Inc | 2,050 | $322.2K | 0.01% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,055 | $323.0K | 0.32% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,064 | $324.4K | 0.06% | +45+2.2% | Added |
| Northeast Financial Consultants Inc | 2,068 | $325.0K | 0.02% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,071 | $325.5K | 0.06% | +150+7.8% | Added |
| Warwick Investment Management, Inc. | 2,072 | $325.7K | 0.13% | +4+0.2% | Added |
| Full Sail Capital, LLC | 2,076 | $326.3K | 0.03% | +2,076 | New |
| Fortress Wealth Group, LLC | 2,035 | $326.6K | 0.21% | +175+9.4% | Added |