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 |
|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | 2,809 | $441.5K | 0.04% | −846−23.1% | Reduced |
| Circle Wealth Management, LLC | 2,810 | $441.6K | 0.06% | +8+0.3% | Added |
| Garrison Point Advisors, LLC | 2,815 | $442.5K | 0.32% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,816 | $442.6K | 0.04% | +180+6.8% | Added |
| Wedge Capital Management L L P | 2,820 | $443.2K | 0.01% | +2,820 | New |
| LBMC Investment Advisors, LLC | 2,823 | $443.8K | 0.04% | −31−1.1% | Reduced |
| Clear Street Markets LLC | 2,822 | $444.0K | 0.18% | +593+26.6% | Added |
| CapWealth Advisors, LLC | 2,831 | $444.9K | 0.05% | −48−1.7% | Reduced |
| SkyView Investment Advisors, LLC | 2,832 | $445.0K | 0.11% | −31−1.1% | Reduced |
| First National Bank | 2,839 | $446.2K | 0.37% | −33−1.1% | Reduced |
| Columbia Asset Management | 2,846 | $447.0K | 0.10% | −624−18.0% | Reduced |
| Charter Research & Investment Group, Inc. | 2,854 | $448.6K | 0.37% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 2,855 | $448.8K | 0.26% | +6+0.2% | Added |
| Cable Hill Partners, LLC | 2,862 | $449.9K | 0.06% | −144−4.8% | Reduced |
| Calton & Associates, Inc. | 2,863 | $449.9K | 0.21% | −184−6.0% | Reduced |
| First International Bank & Trust | 2,866 | $450.5K | 0.14% | +215+8.1% | Added |
| Winch Advisory Services, LLC | 2,868 | $451.0K | 0.16% | +94+3.4% | Added |
| Bath Savings Trust Co | 2,874 | $451.7K | 0.05% | +150+5.5% | Added |
| SC&H Financial Advisors, Inc. | 2,876 | $452.1K | 0.15% | −16−0.6% | Reduced |
| SPC Financial, Inc. | 2,881 | $452.8K | 0.05% | +716+33.1% | Added |
| Essential Planning, LLC. | 2,887 | $453.8K | 0.26% | 00.0% | Unchanged |
| Fusion Capital, LLC | 2,891 | $454.4K | 0.25% | −147−4.8% | Reduced |
| Fortis Group Advisors, LLC | 2,893 | $454.7K | 0.12% | +919+46.6% | Added |
| First City Capital Management, Inc. | 2,893 | $454.7K | 0.27% | −32−1.1% | Reduced |
| Traynor Capital Management, Inc. | 2,898 | $455.5K | 0.06% | −168−5.5% | Reduced |
| Legacy Financial Group, Inc. | 2,898 | $455.5K | 0.23% | −71−2.4% | Reduced |
| Royal Capital Wealth Management, LLC | 2,900 | $455.9K | 0.43% | +2+0.1% | Added |
| Ruggaard & Associates LLC | 2,910 | $457.4K | 0.27% | −237−7.5% | Reduced |
| WealthTrust Axiom LLC | 2,920 | $459.0K | 0.15% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,922 | $459.3K | 0.43% | −55−1.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,922 | $459.3K | 0.14% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 2,928 | $460.0K | 0.10% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 2,932 | $460.9K | 0.09% | −100−3.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,934 | $461.2K | 0.24% | +1,678+133.6% | Added |
| SOA Wealth Advisors, LLC. | 2,937 | $461.6K | 0.11% | +12+0.4% | Added |
| Well Done, LLC | 2,939 | $462.0K | 0.10% | −596−16.9% | Reduced |
| Grandfield & Dodd, LLC | 2,942 | $462.4K | 0.03% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,950 | $463.7K | 0.08% | +400+15.7% | Added |
| Weaver Consulting Group | 2,951 | $463.8K | 0.20% | −12−0.4% | Reduced |
| CNB Bank | 2,953 | $464.2K | 0.27% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,958 | $464.9K | 0.18% | +248+9.2% | Added |
| Integrated Investment Consultants, LLC | 2,958 | $464.9K | 0.15% | +690+30.4% | Added |
| Concord Asset Management, LLC | 2,965 | $466.0K | 0.16% | +355+13.6% | Added |
| Wexford Capital LP | 2,972 | $467.1K | 0.09% | +196+7.1% | Added |
| Smart Money Group LLC | 2,972 | $467.2K | 0.22% | −19−0.6% | Reduced |
| Aull & Monroe Investment Management Corp | 2,974 | $467.4K | 0.24% | +10.0% | Added |
| Congress Wealth Management LLC | 2,977 | $467.9K | 0.01% | −304−9.3% | Reduced |
| Wrapmanager Inc | 2,982 | $468.7K | 0.14% | −133−4.3% | Reduced |
| Aire Advisors, LLC | 2,988 | $469.7K | 0.12% | −26−0.9% | Reduced |
| Rather & Kittrell, Inc. | 2,993 | $470.5K | 0.20% | +424+16.5% | Added |
| Builder Investment Group Inc | 2,994 | $470.7K | 0.18% | −10.0% | Reduced |
| Diversified, LLC | 3,001 | $471.7K | 0.12% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3,004 | $472.2K | 0.16% | 00.0% | Unchanged |
| First Bank & Trust | 3,012 | $473.4K | 0.12% | +22+0.7% | Added |
| Westside Investment Management, Inc. | 3,013 | $473.9K | 0.13% | −174−5.5% | Reduced |
| Acorn Financial Advisory Services Inc | 3,015 | $473.9K | 0.08% | +61+2.1% | Added |
| New England Research & Management, Inc. | 3,016 | $474.0K | 0.27% | −22−0.7% | Reduced |
| Norris Perne & French LLP | 3,019 | $474.5K | 0.04% | +30+1.0% | Added |
| Apella Capital, LLC | 3,020 | $474.7K | 0.03% | +3,020 | New |
| Trust Co | 3,021 | $474.8K | 0.07% | −4,321−58.9% | Reduced |
| Relative Value Partners Group, LLC | 3,029 | $476.1K | 0.03% | −279−8.4% | Reduced |
| Y.D. More Investments Ltd | 3,030 | $476.1K | 0.12% | −963−24.1% | Reduced |
| Clay Northam Wealth Management, LLC | 3,031 | $476.4K | 0.45% | −30−1.0% | Reduced |
| Verity & Verity, LLC | 3,032 | $476.6K | 0.06% | −3,765−55.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,044 | $478.5K | 0.42% | +466+18.1% | Added |
| LVZ Advisors, Inc. | 3,046 | $478.7K | 0.07% | −64−2.1% | Reduced |
| Sterling Investment Advisors LLC | 3,050 | $479.4K | 0.31% | +24+0.8% | Added |
| Samalin Investment Counsel, LLC | 3,057 | $480.5K | 0.26% | +9+0.3% | Added |
| BSW Wealth Partners | 3,067 | $482.1K | 0.10% | −50−1.6% | Reduced |
| New Jersey Better Educational Savings Trust | 3,071 | $482.7K | 1.14% | 00.0% | Unchanged |
| Shayne & Co., LLC | 3,074 | $483.2K | 0.25% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,075 | $483.4K | 0.03% | +53+1.8% | Added |
| One Charles Private Wealth Services, LLC | 3,079 | $484.0K | 0.28% | −47−1.5% | Reduced |
| TFC Financial Management | 3,079 | $484.0K | 0.12% | +117+4.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,081 | $484.0K | 0.47% | +70+2.3% | Added |
| Ridgecrest Wealth Partners, LLC | 3,080 | $484.1K | 0.32% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,085 | $484.9K | 0.10% | +75+2.5% | Added |
| Arkansas Financial Group, Inc. | 3,096 | $486.6K | 0.10% | −1,617−34.3% | Reduced |
| Revisor Wealth Management LLC | 3,099 | $487.2K | 0.44% | +200+6.9% | Added |
| Birch Hill Investment Advisors LLC | 3,101 | $487.4K | 0.03% | −20−0.6% | Reduced |
| Watchman Group, Inc. | 3,104 | $487.9K | 0.24% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 3,113 | $488.9K | 0.21% | −183−5.6% | Reduced |
| Forte Capital LLC | 3,110 | $488.9K | 0.07% | −400−11.4% | Reduced |
| Advisors Management Group Inc | 3,111 | $489.0K | 0.15% | +22+0.7% | Added |
| Basepoint Wealth LLC | 3,117 | $489.9K | 0.40% | +7+0.2% | Added |
| Redhawk Wealth Advisors, Inc. | 3,118 | $490.0K | 0.15% | +313+11.2% | Added |
| Iowa State Bank | 3,125 | $491.2K | 0.12% | +50+1.6% | Added |
| Hills Bank & Trust Co | 3,127 | $491.5K | 0.06% | −55−1.7% | Reduced |
| Empire Financial Management Company, LLC | 3,132 | $492.3K | 0.20% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 3,136 | $493.0K | 0.45% | +39+1.3% | Added |
| Mystic Asset Management, Inc. | 3,138 | $493.2K | 0.26% | 00.0% | Unchanged |
| James Hambro & Partners | 3,141 | $493.7K | 0.03% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,144 | $494.2K | 0.05% | −400−11.3% | Reduced |
| McRae Capital Management Inc | 3,150 | $495.1K | 0.14% | 00.0% | Unchanged |
| Alpha Family Trust | 3,160 | $496.7K | 0.35% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 3,163 | $497.1K | 0.49% | +194+6.5% | Added |
| Advus Financial Partners, LLC | 3,171 | $498.4K | 0.19% | +204+6.9% | Added |
| Burt Wealth Advisors | 3,185 | $500.6K | 0.15% | −29−0.9% | Reduced |
| Ironwood Financial, llc | 3,214 | $505.1K | 0.13% | −122−3.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 3,215 | $505.3K | 0.10% | −64−2.0% | Reduced |