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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 3,219 | $506.0K | 0.07% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,227 | $507.2K | 0.19% | −499−13.4% | Reduced |
| Hunter Associates Investment Management LLC | 3,235 | $508.0K | 0.10% | +2+0.1% | Added |
| Trinity Financial Advisors LLC | 3,233 | $508.1K | 0.27% | +53+1.7% | Added |
| North Star Asset Management Inc | 3,242 | $509.6K | 0.03% | −6−0.2% | Reduced |
| Symmetry Investments LP | 3,243 | $509.7K | 0.15% | −9,057−73.6% | Reduced |
| Private Wealth Advisors | 3,246 | $510.1K | 0.21% | −3−0.1% | Reduced |
| Carson Advisory Inc. | 3,259 | $512.3K | 0.43% | +3+0.1% | Added |
| Integral Investment Advisors, Inc. | 3,260 | $512.4K | 0.34% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,261 | $512.6K | 0.22% | −661−16.9% | Reduced |
| Castle Wealth Management LLC | 3,262 | $512.7K | 0.36% | −49−1.5% | Reduced |
| Fort Pitt Capital Group, LLC | 3,263 | $512.8K | 0.02% | −227−6.5% | Reduced |
| BancFirst Trust & Investment Management | 3,328 | $513.4K | 0.30% | −200−5.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,282 | $515.8K | 0.06% | +5+0.2% | Added |
| Investors Asset Management of Georgia Inc | 3,284 | $516.2K | 0.27% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,369 | $517.1K | 0.52% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,299 | $518.5K | 0.05% | +200+6.5% | Added |
| Prelude Capital Management, LLC | 3,301 | $518.9K | 0.04% | +1,665+101.8% | Added |
| Sepio Capital, LP | 3,307 | $519.8K | 0.04% | +139+4.4% | Added |
| NSI Retail Advisors, LLC | 3,313 | $521.0K | 0.09% | −100−2.9% | Reduced |
| BIP Wealth, LLC | 3,324 | $522.5K | 0.04% | −1,027−23.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,341 | $525.1K | 0.29% | +10.0% | Added |
| Lazari Capital Management, Inc. | 3,349 | $526.4K | 0.30% | +3,349 | New |
| Rosenberg Matthew Hamilton | 3,351 | $526.7K | 0.18% | −100−2.9% | Reduced |
| BOS Asset Management, LLC | 3,355 | $527.3K | 0.41% | −12−0.4% | Reduced |
| Selective Wealth Management, Inc. | 3,406 | $527.6K | 0.26% | +3,406 | New |
| Semus Wealth Partners LLC | 3,358 | $527.8K | 0.48% | +356+11.9% | Added |
| Warther Private Wealth, LLC | 3,362 | $528.5K | 0.36% | −444−11.7% | Reduced |
| Fairhaven Wealth Management, LLC | 3,364 | $528.8K | 0.20% | +3,364 | New |
| River Street Advisors LLC | 3,366 | $529.0K | 0.50% | −36−1.1% | Reduced |
| Boothbay Fund Management, LLC | 3,387 | $532.4K | 0.02% | −117,051−97.2% | Reduced |
| Eagle Bay Advisors LLC | 3,390 | $532.8K | 0.30% | −81−2.3% | Reduced |
| Peterson Wealth Advisors, LLC | 3,388 | $535.9K | 0.14% | +8+0.2% | Added |
| Kades & Cheifetz LLC | 3,412 | $536.3K | 0.41% | +97+2.9% | Added |
| Capital Counsel LLC | 3,419 | $537.4K | 0.03% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 3,432 | $539.4K | 0.08% | +184+5.7% | Added |
| Fiduciary Alliance LLC | 3,434 | $539.8K | 0.12% | +348+11.3% | Added |
| Signature Wealth Management Group | 3,436 | $540.1K | 0.25% | +65+1.9% | Added |
| Financial Planning & Information Services, Inc. | 3,448 | $542.0K | 0.10% | −292−7.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,455 | $543.1K | 0.01% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,462 | $544.1K | 0.12% | +372+12.0% | Added |
| Buttonwood Financial Advisors Inc. | 3,462 | $544.1K | 0.34% | +2+0.1% | Added |
| KWB Wealth | 3,464 | $544.4K | 0.09% | +136+4.1% | Added |
| E&G Advisors, LP | 3,482 | $547.3K | 0.19% | −600−14.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 3,486 | $547.9K | 0.13% | −542−13.5% | Reduced |
| Silverlake Wealth Management LLC | 3,497 | $549.7K | 0.31% | +3+0.1% | Added |
| Alta Advisers Ltd | 3,500 | $550.1K | 0.31% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,511 | $551.9K | 0.36% | −10.0% | Reduced |
| High Falls Advisors, Inc | 3,524 | $553.9K | 0.16% | +2+0.1% | Added |
| Planning Directions Inc | 3,527 | $554.0K | 0.40% | +22+0.6% | Added |
| Old Point Trust & Financial Services N A | 3,527 | $554.4K | 0.23% | 00.0% | Unchanged |
| Matisse Capital | 3,539 | $556.3K | 0.35% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,541 | $556.6K | 0.06% | +300+9.3% | Added |
| Garrison Asset Management, LLC | 3,545 | $557.2K | 0.33% | −54−1.5% | Reduced |
| Smith, Salley & Associates | 3,545 | $557.3K | 0.04% | +510+16.8% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 3,550 | $558.0K | 0.17% | +1,319+59.1% | Added |
| Alhambra Investment Partners LLC | 3,552 | $558.3K | 0.37% | +355+11.1% | Added |
| Kelman-Lazarov, Inc. | 3,552 | $558.3K | 0.13% | +187+5.6% | Added |
| Sara-Bay Financial | 3,577 | $562.2K | 0.27% | −149−4.0% | Reduced |
| Howland Capital Management LLC | 3,582 | $563.0K | 0.03% | +251+7.5% | Added |
| DGS Capital Management, LLC | 3,583 | $563.2K | 0.28% | +261+7.9% | Added |
| UMA Financial Services, Inc. | 3,568 | $564.5K | 0.14% | +23+0.6% | Added |
| Slocum, Gordon & Co LLP | 3,595 | $565.1K | 0.48% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,600 | $565.8K | 0.20% | −200−5.3% | Reduced |
| Winning Points Advisors, LLC | 3,593 | $566.4K | 0.87% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,607 | $567.0K | 0.15% | +53+1.5% | Added |
| AXS Investments LLC | 3,610 | $567.4K | 0.15% | −532−12.8% | Reduced |
| Retirement Investment Advisors, Inc. | 3,612 | $567.7K | 0.07% | −226−5.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,613 | $567.8K | 0.57% | +244+7.2% | Added |
| Ullmann Financial Group, Inc. | 3,621 | $569.1K | 0.11% | +72+2.0% | Added |
| United Bank | 3,622 | $569.3K | 0.07% | −100−2.7% | Reduced |
| PAX Financial Group, LLC | 3,634 | $571.2K | 0.13% | +206+6.0% | Added |
| PFS Investments Inc. | 3,655 | $574.0K | 0.01% | +361+11.0% | Added |
| Fort Sheridan Advisors LLC | 3,657 | $574.8K | 0.13% | +485+15.3% | Added |
| Core Wealth Partners LLC | 3,662 | $575.6K | 0.53% | 00.0% | Unchanged |
| First Financial Corp | 3,664 | $575.9K | 0.37% | −10−0.3% | Reduced |
| American Trust | 3,665 | $576.1K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,667 | $576.3K | 0.16% | +357+10.8% | Added |
| Fortem Financial Group, LLC | 3,676 | $577.8K | 0.34% | +3,676 | New |
| Wayfinding Financial, LLC | 3,619 | $578.0K | 0.40% | +341+10.4% | Added |
| Cypress Wealth Services, LLC | 3,749 | $580.5K | 0.15% | +15+0.4% | Added |
| Beta Wealth Group, Inc. | 3,700 | $581.6K | 0.34% | +600+19.4% | Added |
| ABLE Financial Group, LLC | 3,702 | $581.9K | 0.30% | −112−2.9% | Reduced |
| Jag Capital Management, LLC | 3,704 | $582.2K | 0.07% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 3,707 | $582.6K | 0.06% | +73+2.0% | Added |
| BOK Financial Private Wealth, Inc. | 3,709 | $583.0K | 0.05% | −1,315−26.2% | Reduced |
| Annapolis Financial Services, LLC | 3,717 | $584.3K | 0.17% | +4+0.1% | Added |
| Royal Harbor Partners, LLC | 3,723 | $585.2K | 0.29% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,724 | $585.3K | 0.04% | +1,105+42.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,800 | $586.0K | 0.30% | −650−14.6% | Reduced |
| Private Wealth Strategies, L.L.C. | 3,736 | $587.2K | 0.14% | −415−10.0% | Reduced |
| Per Stirling Capital Management, LLC. | 3,741 | $588.0K | 0.12% | +51+1.4% | Added |
| Vertex Planning Partners, LLC | 3,750 | $589.4K | 0.20% | +61+1.7% | Added |
| Titleist Asset Management, LLC | 3,763 | $591.5K | 0.12% | +18+0.5% | Added |
| Advisor OS, LLC | 3,776 | $593.6K | 0.10% | −14−0.4% | Reduced |
| Grimes & Company, Inc. | 3,789 | $595.6K | 0.02% | −9−0.2% | Reduced |
| Middleton & Co Inc | 3,789 | $595.6K | 0.08% | +700+22.7% | Added |
| Sweet Financial Partners, LLC | 3,802 | $597.6K | 0.16% | +68+1.8% | Added |
| S.A. Mason LLC | 4,075 | $600.9K | 0.44% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,824 | $601.0K | 0.09% | +475+14.2% | Added |