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 7 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 |
|---|---|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 2,079 | $326.7K | 0.10% | +106+5.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,080 | $326.9K | 0.02% | +50+2.5% | Added |
| Private Capital Management, LLC | 2,082 | $327.2K | 0.04% | +224+12.1% | Added |
| Exchange Capital Management, Inc. | 2,084 | $327.6K | 0.06% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,097 | $329.6K | 0.17% | +2,097 | New |
| Van Cleef Asset Management,Inc | 2,100 | $330.1K | 0.05% | −70−3.2% | Reduced |
| Chilton Investment Co LLC | 2,100 | $330.1K | 0.01% | −2−0.1% | Reduced |
| Indie Asset Partners, LLC | 2,100 | $330.1K | 0.36% | −245−10.4% | Reduced |
| Michael S. Ryan, Inc. | 2,087 | $330.2K | 0.31% | +2,087 | New |
| Centerpoint Advisors, LLC | 2,109 | $331.0K | 0.13% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,107 | $331.2K | 0.03% | −28−1.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,108 | $331.3K | 0.15% | +2,108 | New |
| Horst & Graben Wealth Management LLC | 2,112 | $332.0K | 0.08% | −108−4.9% | Reduced |
| Buffington Mohr McNeal | 2,114 | $332.3K | 0.07% | −40−1.9% | Reduced |
| Guyasuta Investment Advisors Inc | 2,120 | $333.2K | 0.02% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,120 | $333.2K | 0.03% | +138+7.0% | Added |
| Twin Focus Capital Partners, LLC | 2,127 | $334.4K | 0.07% | +215+11.2% | Added |
| Rollins Financial | 2,131 | $335.0K | 0.09% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,136 | $335.7K | 0.11% | +185+9.5% | Added |
| Gemmer Asset Management LLC | 2,136 | $335.8K | 0.05% | +145+7.3% | Added |
| New Republic Capital, LLC | 2,140 | $336.4K | 0.23% | −10.0% | Reduced |
| Concentric Wealth Management, LLC | 2,141 | $336.5K | 0.11% | −27−1.2% | Reduced |
| Sutton Wealth Advisors Inc. | 2,142 | $336.7K | 0.16% | +241+12.7% | Added |
| Lion Street Advisors, LLC | 2,256 | $337.1K | 0.11% | +97+4.5% | Added |
| Brown Miller Wealth Management, LLC | 2,146 | $337.4K | 0.18% | +10.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,150 | $338.0K | 0.18% | +57+2.7% | Added |
| Bernardo Wealth Planning LLC | 2,151 | $338.1K | 0.13% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,152 | $338.3K | 0.07% | +23+1.1% | Added |
| Financial Management Professionals, Inc. | 2,159 | $339.0K | 0.06% | +7+0.3% | Added |
| Castleview Partners, LLC | 2,158 | $339.2K | 0.31% | −4,387−67.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,167 | $340.6K | 0.08% | 00.0% | Unchanged |
| Transform Wealth, LLC | 2,167 | $340.7K | 0.03% | +358+19.8% | Added |
| Univest Financial Corp | 2,172 | $341.4K | 0.10% | −128−5.6% | Reduced |
| Cannon Financial Strategists, Inc. | 2,176 | $342.0K | 0.09% | +30+1.4% | Added |
| Fulton Breakefield Broenniman LLC | 2,176 | $342.1K | 0.03% | +118+5.7% | Added |
| Aspen Grove Capital, LLC | 2,178 | $342.3K | 0.11% | +2,178 | New |
| Bell Bank | 2,182 | $343.0K | 0.04% | −57−2.5% | Reduced |
| River Wealth Advisors LLC | 2,182 | $343.0K | 0.06% | +80+3.8% | Added |
| Northside Capital Management, LLC | 2,186 | $343.6K | 0.12% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,186 | $343.6K | 0.09% | +565+34.9% | Added |
| Owen LaRue, LLC | 2,175 | $344.0K | 0.36% | +86+4.1% | Added |
| Virtus Investment Advisers, Inc. | 2,191 | $344.4K | 0.23% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 2,194 | $344.9K | 0.02% | +2,194 | New |
| Cottonwood Capital Advisors, LLC | 2,195 | $345.0K | 0.32% | −33−1.5% | Reduced |
| Charter Oak Capital Management, LLC | 2,196 | $345.1K | 0.04% | +10+0.5% | Added |
| Long Run Wealth Advisors, LLC | 2,200 | $345.8K | 0.11% | −174−7.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,200 | $345.8K | 0.21% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,203 | $346.0K | 0.04% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 2,207 | $346.9K | 0.14% | +2,207 | New |
| LWMG, LLC | 2,214 | $348.0K | 0.10% | +9+0.4% | Added |
| Maple Capital Management, Inc. | 2,216 | $348.2K | 0.04% | −20−0.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,222 | $349.2K | 0.03% | +46+2.1% | Added |
| JNBA Financial Advisors | 2,233 | $351.0K | 0.04% | −7−0.3% | Reduced |
| Reliant Investment Management, LLC | 2,233 | $351.0K | 0.20% | +356+19.0% | Added |
| Prosperity Wealth Management, Inc. | 2,233 | $351.0K | 0.23% | −137−5.8% | Reduced |
| Crewe Advisors LLC | 2,244 | $352.7K | 0.05% | −224−9.1% | Reduced |
| Van Strum & Towne Inc. | 2,247 | $353.2K | 0.15% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,250 | $353.7K | 0.05% | +165+7.9% | Added |
| Pettinga Financial Advisors, LLC | 2,254 | $354.2K | 0.11% | +39+1.8% | Added |
| Rise Advisors, LLC | 2,264 | $355.9K | 0.28% | −775−25.5% | Reduced |
| Paulson Wealth Management Inc. | 2,268 | $356.5K | 0.12% | +462+25.6% | Added |
| Prosperity Consulting Group, LLC | 2,270 | $356.9K | 0.22% | −35−1.5% | Reduced |
| Arden Trust Co | 2,271 | $357.0K | 0.06% | −1,313−36.6% | Reduced |
| Front Barnett Associates LLC | 2,271 | $357.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,277 | $357.9K | 0.09% | +33+1.5% | Added |
| Briggs Advisory Group, Inc. | 2,278 | $358.1K | 0.20% | +70+3.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,285 | $359.2K | 0.29% | +148+6.9% | Added |
| Kaydan Wealth Management, Inc. | 2,288 | $359.6K | 0.15% | −30−1.3% | Reduced |
| West Paces Advisors Inc. | 2,291 | $360.1K | 0.11% | −57−2.4% | Reduced |
| Cedrus LLC | 2,301 | $361.8K | 0.26% | −34−1.5% | Reduced |
| Cim Investment Mangement Inc | 2,303 | $362.0K | 0.12% | +5+0.2% | Added |
| WESPAC Advisors, LLC | 2,304 | $362.1K | 0.29% | +2,304 | New |
| Clear Harbor Asset Management, LLC | 2,308 | $362.8K | 0.04% | +35+1.5% | Added |
| MainStreet Investment Advisors LLC | 2,309 | $362.9K | 0.04% | −24−1.0% | Reduced |
| Chesapeake Asset Management LLC | 2,315 | $363.9K | 0.33% | +1,914+477.3% | Added |
| Sittner & Nelson, LLC | 2,326 | $365.6K | 0.20% | −267−10.3% | Reduced |
| Advance Capital Management, Inc. | 2,329 | $366.1K | 0.04% | +61+2.7% | Added |
| United Bank | 2,331 | $366.4K | 0.21% | 00.0% | Unchanged |
| DDFG, Inc | 2,333 | $366.7K | 0.13% | +10.0% | Added |
| E Fund Management Co., Ltd. | 2,343 | $368.0K | 0.03% | −270−10.3% | Reduced |
| Patron Partners Advisors, LLC | 2,343 | $368.3K | 0.26% | −10−0.4% | Reduced |
| Ambassador Advisors, LLC | 2,288 | $368.8K | 0.09% | −575−20.1% | Reduced |
| Paragon Capital Management LLC | 2,347 | $368.9K | 0.21% | −86−3.5% | Reduced |
| 1620 Investment Advisors, Inc. | 2,362 | $371.3K | 0.42% | +35+1.5% | Added |
| Demars Financial Group, LLC | 2,364 | $371.5K | 0.21% | −56−2.3% | Reduced |
| MPS Loria Financial Planners, LLC | 2,366 | $371.9K | 0.14% | +2+0.1% | Added |
| Barings LLC | 2,375 | $373.3K | 0.01% | +291+14.0% | Added |
| Tufton Capital Management | 2,376 | $373.5K | 0.08% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 2,376 | $373.5K | 0.06% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 2,335 | $375.1K | 0.19% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 2,390 | $375.7K | 0.40% | +2,390 | New |
| American Institute for Advanced Investment Management, LLP | 2,390 | $375.7K | 0.33% | 00.0% | Unchanged |
| Fiera Capital Corp | 2,394 | $376.3K | 0.00% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,395 | $376.4K | 0.35% | +10.0% | Added |
| Bank of Nova Scotia Trust Co | 2,397 | $376.8K | 0.04% | +17+0.7% | Added |
| Industrial Alliance Investment Management Inc. | 2,400 | $377.0K | 0.20% | −60,960−96.2% | Reduced |
| Oakwell Private Wealth Management, LLC | 2,402 | $377.5K | 0.16% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,404 | $377.9K | 0.18% | +87+3.8% | Added |
| US Asset Management LLC | 2,408 | $378.0K | 0.40% | −221−8.4% | Reduced |
| Revolve Wealth Partners, LLC | 2,406 | $378.2K | 0.09% | +40+1.7% | Added |