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 |
|---|---|---|---|---|---|
| Insight Folios Inc | 2,413 | $379.2K | 0.16% | −27−1.1% | Reduced |
| Blossom Wealth Management | 2,413 | $379.3K | 1.39% | +105+4.5% | Added |
| Levy Wealth Management Group, LLC | 2,416 | $379.7K | 0.11% | +16+0.7% | Added |
| Formidable Asset Management, LLC | 2,416 | $380.0K | 0.08% | −66−2.7% | Reduced |
| Braun-Bostich & Associates Inc. | 2,418 | $380.1K | 0.81% | +579+31.5% | Added |
| Olistico Wealth, LLC | 2,425 | $381.2K | 0.33% | 00.0% | Unchanged |
| Capital Square, LLC | 2,428 | $381.7K | 0.35% | +2+0.1% | Added |
| True Wealth Design, LLC | 2,431 | $382.1K | 0.14% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,435 | $382.8K | 0.14% | −31−1.3% | Reduced |
| Stoneridge Investment Partners LLC | 2,434 | $383.0K | 0.17% | −6,353−72.3% | Reduced |
| First Business Financial Services, Inc. | 2,441 | $383.7K | 0.05% | +19+0.8% | Added |
| Unique Wealth, LLC | 2,446 | $384.5K | 0.17% | +10.0% | Added |
| David J Yvars Group | 2,450 | $385.1K | 0.32% | +10+0.4% | Added |
| Hartford Funds Management Co LLC | 2,453 | $385.6K | 0.04% | +261+11.9% | Added |
| Wealth Architects, LLC | 2,454 | $385.7K | 0.06% | +378+18.2% | Added |
| Stephens Consulting, LLC | 2,455 | $385.9K | 0.15% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,458 | $386.3K | 0.22% | +90+3.8% | Added |
| Fortis Advisors, LLC | 2,459 | $386.5K | 0.28% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 2,466 | $387.6K | 0.29% | +5+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 2,480 | $389.8K | 0.05% | −11−0.4% | Reduced |
| Founders Capital Management, LLC | 2,480 | $389.8K | 0.09% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,482 | $390.2K | 0.08% | +77+3.2% | Added |
| Truvestments Capital LLC | 2,486 | $390.8K | 0.19% | +28+1.1% | Added |
| Curi Capital | 2,487 | $390.9K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,471 | $391.1K | 0.19% | 00.0% | Unchanged |
| S&CO Inc | 2,500 | $392.0K | 0.03% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2,499 | $392.8K | 0.37% | −716−22.3% | Reduced |
| Legal Advantage Investments, Inc. | 2,500 | $392.9K | 0.26% | −500−16.7% | Reduced |
| Stonebridge Capital Management Inc | 2,500 | $393.0K | 0.18% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,511 | $394.6K | 0.15% | −35−1.4% | Reduced |
| McLean Asset Management Corp | 2,512 | $394.9K | 0.15% | +19+0.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,516 | $395.0K | 0.01% | −170−6.3% | Reduced |
| ABN AMRO Bank N.V. | 2,500 | $395.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,685 | $395.8K | 0.08% | −1,122−29.5% | Reduced |
| Vicus Capital | 2,520 | $396.2K | 0.04% | +42+1.7% | Added |
| Atom Investors LP | 2,521 | $396.3K | 0.15% | −963−27.6% | Reduced |
| Truepoint, Inc. | 2,522 | $396.4K | 0.01% | +12+0.5% | Added |
| Pinnacle Bancorp, Inc. | 2,526 | $397.0K | 0.14% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,526 | $397.1K | 0.19% | −1,895−42.9% | Reduced |
| Independent Family Office, LLC | 2,540 | $399.2K | 0.24% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,541 | $399.4K | 0.02% | +199+8.5% | Added |
| Widmann Financial Services, Inc. | 2,542 | $399.6K | 0.38% | +10.0% | Added |
| Empirical Asset Management, LLC | 2,544 | $399.9K | 0.35% | −132−4.9% | Reduced |
| State of Wyoming | 2,546 | $400.2K | 0.12% | +785+44.6% | Added |
| Benedetti & Gucer, Inc. | 2,550 | $401.0K | 0.21% | −211−7.6% | Reduced |
| Luts & Greenleigh Group, Inc | 2,556 | $401.7K | 0.50% | +78+3.1% | Added |
| Biechele Royce Advisors | 2,558 | $403.0K | 0.14% | +311+13.8% | Added |
| Seed Wealth Management, Inc. | 2,575 | $404.7K | 0.43% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,577 | $405.1K | 0.03% | −92−3.4% | Reduced |
| Alpha Omega Wealth Management LLC | 2,600 | $408.7K | 0.07% | −111−4.1% | Reduced |
| Banque Pictet & Cie SA | 2,600 | $408.7K | 0.00% | 00.0% | Unchanged |
| Kooman & Associates | 2,600 | $408.7K | 0.20% | +37+1.4% | Added |
| Bristlecone Advisors, LLC | 2,628 | $413.0K | 0.04% | +200+8.2% | Added |
| Oak Hill Wealth Advisors, LLC | 2,625 | $413.6K | 0.15% | +4+0.2% | Added |
| German American Bancorp, Inc. | 2,635 | $414.2K | 0.06% | −48−1.8% | Reduced |
| SYSTM Wealth Solutions LLC | 2,641 | $415.1K | 0.06% | +567+27.3% | Added |
| Source Financial Advisors LLC | 2,641 | $415.2K | 0.14% | +117+4.6% | Added |
| Spotlight Asset Group, Inc. | 2,642 | $415.3K | 0.37% | −1,274−32.5% | Reduced |
| Meritas Wealth Management, LLC | 2,642 | $415.3K | 0.31% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,642 | $415.3K | 0.27% | +24+0.9% | Added |
| Element Wealth, LLC | 2,642 | $415.3K | 0.29% | +861+48.3% | Added |
| FirstPurpose Wealth LLC | 2,643 | $415.4K | 0.18% | +78+3.0% | Added |
| Jackson Wealth Management, LLC | 2,650 | $417.0K | 0.06% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,655 | $417.4K | 0.19% | +15+0.6% | Added |
| McAdam, LLC | 2,657 | $417.6K | 0.03% | +333+14.3% | Added |
| Connecticut Wealth Management, LLC | 2,660 | $418.1K | 0.03% | −21−0.8% | Reduced |
| Cobblestone Capital Advisors LLC | 2,664 | $418.7K | 0.03% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,669 | $419.5K | 0.15% | +10.0% | Added |
| Hardy Reed LLC | 2,671 | $419.8K | 0.07% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,671 | $419.8K | 0.22% | +511+23.7% | Added |
| Strategic Wealth Designers | 2,671 | $419.9K | 0.07% | +428+19.1% | Added |
| Horan Securities, Inc. | 2,680 | $421.2K | 0.18% | +45+1.7% | Added |
| Breakwater Capital Group | 2,683 | $421.7K | 0.15% | +23+0.9% | Added |
| Karpas Strategies, LLC | 2,693 | $423.3K | 0.14% | +29+1.1% | Added |
| Zhang Financial LLC | 2,696 | $423.7K | 0.04% | +68+2.6% | Added |
| CWS Financial Advisors, LLC | 2,706 | $425.4K | 0.16% | +6+0.2% | Added |
| MONECO Advisors, LLC | 2,710 | $426.0K | 0.12% | −32−1.2% | Reduced |
| V2 Financial group LLC | 2,712 | $426.3K | 0.31% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 2,726 | $428.5K | 0.07% | −98−3.5% | Reduced |
| Gateway Wealth Partners, LLC | 2,733 | $429.6K | 0.08% | +128+4.9% | Added |
| RDA Financial Network | 2,736 | $430.0K | 0.18% | +11+0.4% | Added |
| Howard Financial Services, Ltd. | 2,737 | $430.2K | 0.10% | +27+1.0% | Added |
| Live Oak Investment Partners | – | $430.3K | 0.36% | – | – |
| Global Wealth Strategies & Associates | 2,744 | $431.3K | 0.20% | 00.0% | Unchanged |
| Advisory Resource Group | 2,751 | $432.4K | 0.12% | +38+1.4% | Added |
| Provident Investment Management, Inc. | 2,751 | $432.4K | 0.05% | +172+6.7% | Added |
| Atlas Private Wealth Advisors | 2,757 | $433.3K | 0.09% | +2,757 | New |
| Altus Wealth Group LLC | 2,757 | $433.3K | 0.27% | −96−3.4% | Reduced |
| First Capital Advisors Group, LLC. | 2,758 | $433.5K | 0.23% | −68−2.4% | Reduced |
| LVW Advisors, LLC | 2,764 | $434.4K | 0.09% | +13+0.5% | Added |
| CCG Wealth Management, LLC | 2,766 | $434.7K | 0.27% | −76−2.7% | Reduced |
| TRUE Private Wealth Advisors | 2,766 | $434.8K | 0.06% | +167+6.4% | Added |
| Granite FO LLC | 2,773 | $435.9K | 0.30% | −3,050−52.4% | Reduced |
| Addison Advisors LLC | 2,773 | $435.9K | 0.22% | +4+0.1% | Added |
| Hall Laurie J Trustee | 2,780 | $437.0K | 0.17% | −275−9.0% | Reduced |
| Advisory Research Inc | 2,784 | $437.6K | 0.06% | +2,784 | New |
| Austin Asset Management Co Inc | 2,785 | $437.7K | 0.12% | −27−1.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,799 | $439.9K | 0.05% | −4,567−62.0% | Reduced |
| GeoWealth Management, LLC | 2,800 | $440.0K | 0.05% | −53−1.9% | Reduced |
| NewEdge Wealth, LLC | 2,800 | $440.0K | 0.01% | −666−19.2% | Reduced |