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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 25,361 | $3.99M | 0.28% | −2,346−8.5% | Reduced |
| Laffer Tengler Investments | 25,209 | $3.96M | 1.05% | +3,788+17.7% | Added |
| Slow Capital, Inc. | 25,081 | $3.94M | 0.68% | −1,230−4.7% | Reduced |
| Diversified Investment Strategies, LLC | 25,080 | $3.94M | 2.92% | −205−0.8% | Reduced |
| Somerset Trust Co | 25,001 | $3.93M | 1.69% | −722−2.8% | Reduced |
| Paradigm Financial Partners, LLC | 24,907 | $3.91M | 1.06% | −84−0.3% | Reduced |
| Pathstone Family Office, LLC | 24,749 | $3.91M | 0.06% | −4,099−14.2% | Reduced |
| Moloney Securities Asset Management, LLC | 24,758 | $3.89M | 0.69% | +253+1.0% | Added |
| Means Investment Co., Inc. | 24,631 | $3.87M | 0.61% | +1,791+7.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,601 | $3.87M | 2.50% | −312−1.3% | Reduced |
| GFG Capital, LLC | 12,414 | $3.86M | 0.72% | −531−4.1% | Reduced |
| WBI Investments | 24,516 | $3.85M | 0.70% | +8,926+57.3% | Added |
| SevenBridge Financial Group, LLC | 24,511 | $3.85M | 0.99% | −541−2.2% | Reduced |
| Gamco Investors, Inc. Et Al | 24,455 | $3.84M | 0.04% | −201−0.8% | Reduced |
| Birinyi Associates Inc | 24,400 | $3.83M | 1.40% | −850−3.4% | Reduced |
| Lincoln National Corp | 24,398 | $3.83M | 0.08% | −874−3.5% | Reduced |
| Sentry LLC | 24,381 | $3.83M | 0.83% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 24,371 | $3.83M | 2.98% | −100.0% | Reduced |
| Ameliora Wealth Management Ltd. | 24,346 | $3.83M | 2.36% | +1,202+5.2% | Added |
| Woodmont Investment Counsel LLC | 24,265 | $3.81M | 0.40% | −180−0.7% | Reduced |
| Spire Wealth Management | 24,238 | $3.81M | 0.14% | −1,877−7.2% | Reduced |
| Northwest Investment Counselors, LLC | 24,038 | $3.78M | 1.01% | +33+0.1% | Added |
| SlateStone Wealth, LLC | 23,981 | $3.77M | 0.71% | −40.0% | Reduced |
| All Terrain Financial Advisors, LLC | 23,920 | $3.76M | 1.69% | +347+1.5% | Added |
| Nations Financial Group Inc, | 23,791 | $3.74M | 0.37% | −4,783−16.7% | Reduced |
| Nvest Financial, LLC | 23,789 | $3.74M | 3.27% | +1,731+7.8% | Added |
| Mitchell Capital Management Co | 23,725 | $3.73M | 0.85% | +209+0.9% | Added |
| BFSG, LLC | 23,719 | $3.73M | 0.63% | −422−1.7% | Reduced |
| Claret Asset Management Corp | 23,628 | $3.71M | 0.72% | +437+1.9% | Added |
| Blue Fin Capital, Inc. | 23,612 | $3.71M | 1.06% | −865−3.5% | Reduced |
| Wealthcare Advisory Partners LLC | 23,602 | $3.71M | 0.17% | +207+0.9% | Added |
| Townsend & Associates, Inc | 23,263 | $3.70M | 0.95% | +11,006+89.8% | Added |
| Dynamic Advisor Solutions LLC | 23,545 | $3.70M | 0.19% | +1,519+6.9% | Added |
| Courier Capital LLC | 23,460 | $3.69M | 0.29% | +17,416+288.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 23,429 | $3.68M | 1.01% | −134−0.6% | Reduced |
| Concentric Capital Strategies, LP | 23,371 | $3.67M | 0.79% | −4,132−15.0% | Reduced |
| Family Legacy, Inc. | 23,359 | $3.67M | 1.48% | −151−0.6% | Reduced |
| Regal Investment Advisors LLC | 23,356 | $3.67M | 0.31% | +846+3.8% | Added |
| Pekin Hardy Strauss, Inc. | 23,306 | $3.66M | 0.57% | −49−0.2% | Reduced |
| Benjamin Edwards Inc | 23,307 | $3.66M | 0.85% | +2,748+13.4% | Added |
| NWF Advisory Services Inc. | 23,277 | $3.66M | 0.85% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 23,274 | $3.66M | 1.41% | +385+1.7% | Added |
| Investment Management Corp of Ontario | 23,163 | $3.64M | 0.15% | +23,163 | New |
| Hutner Capital Management Inc | 23,087 | $3.63M | 2.12% | −734−3.1% | Reduced |
| Smith, Moore & Co. | 23,055 | $3.62M | 0.46% | +1,086+4.9% | Added |
| Hyman Charles D | 23,017 | $3.62M | 0.23% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 23,005 | $3.62M | 0.01% | −8,847−27.8% | Reduced |
| Equitable Holdings, Inc. | 22,941 | $3.61M | 0.05% | +6,525+39.7% | Added |
| Capstone Triton Financial Group, LLC | 22,822 | $3.59M | 2.47% | +240+1.1% | Added |
| Capital Advisors Inc | 22,746 | $3.58M | 0.09% | −54−0.2% | Reduced |
| Cozad Asset Management Inc | 22,662 | $3.56M | 0.44% | +3,323+17.2% | Added |
| First Hawaiian Bank | 22,608 | $3.55M | 0.12% | +815+3.7% | Added |
| Stratos Wealth Advisors, LLC | 22,523 | $3.54M | 0.25% | −174−0.8% | Reduced |
| Appleton Partners Inc | 22,403 | $3.52M | 0.30% | +83+0.4% | Added |
| Ingalls & Snyder LLC | 22,360 | $3.52M | 0.17% | +34+0.2% | Added |
| Monument Capital Management | 22,332 | $3.51M | 1.12% | +75+0.3% | Added |
| Bayesian Capital Management, LP | 22,200 | $3.49M | 0.37% | +1,099+5.2% | Added |
| Lakeview Capital Partners, LLC | 21,938 | $3.45M | 0.64% | +4,892+28.7% | Added |
| Madden Securities Corp | 21,932 | $3.45M | 1.76% | +1,281+6.2% | Added |
| Hengehold Capital Management LLC | 21,862 | $3.44M | 0.46% | −276−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 21,850 | $3.43M | 0.73% | −51−0.2% | Reduced |
| Gifford Fong Associates | 21,850 | $3.43M | 0.81% | 00.0% | Unchanged |
| Caption Management, LLC | 21,752 | $3.42M | 0.60% | +21,752 | New |
| Citizens National Bank Trust Department | 21,745 | $3.42M | 0.90% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 21,721 | $3.41M | 0.47% | −958−4.2% | Reduced |
| Westpac Banking Corp | 21,703 | $3.41M | 0.24% | −183,111−89.4% | Reduced |
| Colony Group LLC | 21,671 | $3.41M | 0.05% | +7,208+49.8% | Added |
| Vise Technologies, Inc. | 21,649 | $3.40M | 0.82% | +4,577+26.8% | Added |
| Financial Advisory Service, Inc. | 21,588 | $3.39M | 0.43% | −86−0.4% | Reduced |
| Colonial Trust Co | 21,539 | $3.39M | 0.81% | +294+1.4% | Added |
| Capital Asset Advisory Services LLC | 21,883 | $3.38M | 0.24% | −434−1.9% | Reduced |
| 1st Source Bank | 21,525 | $3.38M | 0.22% | +11+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,427 | $3.37M | 0.32% | −560−2.5% | Reduced |
| Bridge Creek Capital Management LLC | 21,330 | $3.35M | 1.20% | −338−1.6% | Reduced |
| Stokes Family Office, LLC | 21,321 | $3.35M | 0.39% | +677+3.3% | Added |
| Guardian Investment Management | 21,315 | $3.35M | 2.89% | +8,786+70.1% | Added |
| Lincluden Management Ltd | 21,303 | $3.35M | 0.39% | −812−3.7% | Reduced |
| Mattern Wealth Management LLC | 21,220 | $3.34M | 0.97% | +1,996+10.4% | Added |
| Western Wealth Management, LLC | 21,191 | $3.33M | 0.28% | −590−2.7% | Reduced |
| Palisade Asset Management, LLC | 21,186 | $3.33M | 0.39% | −594−2.7% | Reduced |
| FourThought Financial Partners, LLC | 21,181 | $3.33M | 0.44% | −443−2.0% | Reduced |
| Perpetual Ltd | 21,150 | $3.32M | 0.03% | +13,130+163.7% | Added |
| Cullen Capital Management LLC | 21,131 | $3.32M | 0.03% | −2,245−9.6% | Reduced |
| Second Half Financial Partners, LLC | 21,129 | $3.32M | 0.76% | +19,053+917.8% | Added |
| AMG National Trust Bank | 21,058 | $3.31M | 0.11% | −236−1.1% | Reduced |
| Fred Alger Management, LLC | 20,993 | $3.30M | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20,775 | $3.27M | 0.16% | +343+1.7% | Added |
| Meritage Portfolio Management | 20,625 | $3.24M | 0.23% | −1,344−6.1% | Reduced |
| Pensionmark Financial Group, LLC | 20,606 | $3.24M | 0.63% | −666−3.1% | Reduced |
| Wealthspire Advisors, LLC | 20,602 | $3.24M | 0.05% | −2,663−11.4% | Reduced |
| Peninsula Asset Management Inc | 20,570 | $3.23M | 1.90% | −45−0.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 20,537 | $3.23M | 0.26% | −100−0.5% | Reduced |
| GYL Financial Synergies, LLC | 20,512 | $3.22M | 0.29% | +713+3.6% | Added |
| Meeder Advisory Services, Inc. | 20,495 | $3.22M | 0.35% | +915+4.7% | Added |
| CFO4Life Group, LLC | 20,470 | $3.22M | 0.69% | −185−0.9% | Reduced |
| Vickerman Investment Advisors, Inc. | 20,420 | $3.21M | 1.25% | +31+0.2% | Added |
| Meridian Investment Counsel Inc. | 20,372 | $3.20M | 1.14% | −40−0.2% | Reduced |
| AlphaQ Advisors LLC | 20,360 | $3.20M | 2.36% | +1,229+6.4% | Added |
| Rossmore Private Capital | 20,316 | $3.19M | 0.48% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 20,220 | $3.18M | 0.23% | +115+0.6% | Added |