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 |
|---|---|---|---|---|---|
| Silphium Asset Management Ltd | 20,200 | $3.18M | 1.58% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 20,194 | $3.17M | 2.01% | +2,324+13.0% | Added |
| Aries Wealth Management | 20,165 | $3.17M | 1.23% | +21+0.1% | Added |
| ORG Partners LLC | 20,025 | $3.16M | 0.51% | +3,380+20.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.16M | 2.57% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 20,079 | $3.16M | 0.45% | +2,057+11.4% | Added |
| Pacifica Partners Inc. | 19,924 | $3.15M | 1.78% | −105−0.5% | Reduced |
| Benedict Financial Advisors Inc | 20,040 | $3.15M | 0.87% | −171−0.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 20,000 | $3.14M | 0.87% | +5,000+33.3% | Added |
| MYDA Advisors LLC | 20,000 | $3.14M | 1.23% | +20,000 | New |
| Resolute Capital Asset Partners LLC | 20,000 | $3.14M | 2.23% | +20,000 | New |
| Argonautica Private Wealth Management, Inc | 19,959 | $3.14M | 1.41% | +176+0.9% | Added |
| Foyston, Gordon, & Payne Inc | 19,950 | $3.14M | 0.82% | 00.0% | Unchanged |
| Girard Partners Ltd. | 19,920 | $3.13M | 0.33% | −142−0.7% | Reduced |
| Jones Financial Companies LLLP | 19,846 | $3.12M | 0.00% | +7,215+57.1% | Added |
| Forum Financial Management, LP | 19,723 | $3.10M | 0.07% | +499+2.6% | Added |
| Bridges Investment Management Inc | 19,723 | $3.10M | 0.10% | −7,650−27.9% | Reduced |
| Neo Ivy Capital Management | 19,641 | $3.09M | 1.63% | +19,641 | New |
| Deane Retirement Strategies, Inc. | 19,646 | $3.08M | 1.69% | +379+2.0% | Added |
| Centerstone Investors, LLC | 19,580 | $3.08M | 3.07% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 19,446 | $3.08M | 0.68% | −18−0.1% | Reduced |
| Anchor Investment Management, LLC | 19,544 | $3.07M | 0.39% | +828+4.4% | Added |
| Ameritas Advisory Services, LLC | 19,981 | $3.07M | 0.39% | −11,654−36.8% | Reduced |
| Brighton Jones LLC | 19,429 | $3.05M | 0.15% | +568+3.0% | Added |
| Kinloch Capital, LLC | 19,409 | $3.05M | 1.82% | −548−2.7% | Reduced |
| Capital Investment Advisory Services, LLC | 19,254 | $3.03M | 0.30% | −788−3.9% | Reduced |
| Rehmann Capital Advisory Group | 19,228 | $3.02M | 0.27% | +300+1.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 19,213 | $3.02M | 1.51% | +285+1.5% | Added |
| Silverleafe Capital Partners, LLC | 19,188 | $3.02M | 1.87% | +105+0.6% | Added |
| Dividend Assets Capital, LLC | 19,181 | $3.02M | 0.62% | −3,674−16.1% | Reduced |
| Nomura Holdings Inc | 19,180 | $3.01M | 0.03% | −4,906−20.4% | Reduced |
| TrinityPoint Wealth, LLC | 19,052 | $2.99M | 0.58% | +131+0.7% | Added |
| We Are One Seven, LLC | 19,043 | $2.99M | 0.27% | +520+2.8% | Added |
| High Note Wealth, LLC | 18,967 | $2.98M | 1.21% | −1,422−7.0% | Reduced |
| Tiedemann Advisors, LLC | 18,957 | $2.98M | 0.13% | +25+0.1% | Added |
| Vectors Research Management, LLC | 18,932 | $2.98M | 0.85% | −842−4.3% | Reduced |
| CWA Asset Management Group, LLC | 18,933 | $2.98M | 0.20% | −745−3.8% | Reduced |
| Haverford Trust Co | 18,912 | $2.97M | 0.03% | −375−1.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 18,875 | $2.97M | 0.24% | +14,171+301.3% | Added |
| Geneos Wealth Management Inc. | 18,848 | $2.96M | 0.16% | −58−0.3% | Reduced |
| Outfitter Financial LLC | 18,845 | $2.96M | 2.65% | −95−0.5% | Reduced |
| Bowen Hanes & Co Inc | 18,845 | $2.96M | 0.09% | +20+0.1% | Added |
| Pensionfund Sabic | 18,800 | $2.96M | 0.99% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18,764 | $2.95M | 0.29% | +471+2.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 18,756 | $2.95M | 0.85% | −39−0.2% | Reduced |
| Clarius Group, LLC | 18,724 | $2.94M | 0.23% | +373+2.0% | Added |
| Checchi Capital Advisers, LLC | 18,706 | $2.94M | 0.26% | −46−0.2% | Reduced |
| Wunderlich Capital Managemnt | 18,682 | $2.94M | 1.44% | −94−0.5% | Reduced |
| Resources Management Corp | 18,641 | $2.93M | 0.46% | +3,141+20.3% | Added |
| Signature Estate & Investment Advisors LLC | 18,637 | $2.93M | 0.10% | +15,524+498.7% | Added |
| Bensler, LLC | 18,628 | $2.93M | 0.56% | −1,113−5.6% | Reduced |
| CIC Wealth, LLC | 18,604 | $2.92M | 1.01% | +141+0.8% | Added |
| Thomasville National Bank | 18,585 | $2.92M | 0.28% | −16−0.1% | Reduced |
| Occidental Asset Management, LLC | 18,564 | $2.92M | 0.66% | +660+3.7% | Added |
| KG&L Capital Management,LLC | 18,520 | $2.91M | 1.40% | −405−2.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,500 | $2.91M | 2.05% | 00.0% | Unchanged |
| Carlson Capital L P | 18,500 | $2.91M | 0.25% | −17,200−48.2% | Reduced |
| Permanens Capital L.P. | 18,485 | $2.91M | 0.67% | +18,485 | New |
| Pinkerton Retirement Specialists, LLC | 18,485 | $2.91M | 0.57% | +472+2.6% | Added |
| Waddell & Associates, LLC | 18,480 | $2.90M | 0.43% | −32−0.2% | Reduced |
| Mitchell Sinkler & Starr | 18,453 | $2.90M | 0.82% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 18,667 | $2.89M | 1.53% | +576+3.2% | Added |
| Johnson Financial Group, Inc. | 18,374 | $2.89M | 0.20% | +241+1.3% | Added |
| AlphaCore Capital LLC | 18,305 | $2.88M | 0.46% | +7,917+76.2% | Added |
| Reuter James Wealth Management, LLC | 18,285 | $2.87M | 3.46% | −288−1.6% | Reduced |
| Archford Capital Strategies, LLC | 18,041 | $2.87M | 0.55% | −561−3.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 18,261 | $2.87M | 0.53% | +1,254+7.4% | Added |
| Flagship Harbor Advisors, LLC | 18,250 | $2.87M | 0.24% | +383+2.1% | Added |
| Wambolt & Associates, LLC | 18,233 | $2.87M | 1.02% | +664+3.8% | Added |
| Citizens Business Bank | 18,225 | $2.86M | 0.64% | −844−4.4% | Reduced |
| Westmount Partners, LLC | 18,225 | $2.86M | 1.25% | −157−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,206 | $2.86M | 0.07% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 18,203 | $2.86M | 2.29% | +44+0.2% | Added |
| LGT Fund Management Co Ltd. | 18,200 | $2.86M | 1.31% | +5,100+38.9% | Added |
| Delta Financial Advisors LLC | 18,137 | $2.85M | 1.26% | −205−1.1% | Reduced |
| Integrated Advisors Network LLC | 18,099 | $2.84M | 0.16% | +428+2.4% | Added |
| Summit Place Financial Advisors, LLC | 18,081 | $2.84M | 1.84% | −251−1.4% | Reduced |
| Comgest Global Investors S.A.S. | 18,015 | $2.83M | 0.05% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 18,010 | $2.83M | 0.37% | +562+3.2% | Added |
| Credit Agricole S A | 18,008 | $2.83M | 0.09% | −1,770−8.9% | Reduced |
| J. W. Coons Advisors, LLC | 17,931 | $2.82M | 0.77% | 00.0% | Unchanged |
| Qtron Investments LLC | 17,919 | $2.82M | 0.53% | +5,624+45.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,858 | $2.81M | 0.53% | +309+1.8% | Added |
| Trivant Custom Portfolio Group, LLC | 17,840 | $2.80M | 1.98% | +17,840 | New |
| Virginia Wealth Management Group, Inc. | 17,719 | $2.79M | 1.91% | −18−0.1% | Reduced |
| Hodges Capital Management Inc. | 16,226 | $2.78M | 0.16% | −920−5.4% | Reduced |
| Mather Group, LLC. | 17,706 | $2.78M | 0.04% | −1,016−5.4% | Reduced |
| AIMZ Investment Advisors, LLC | 17,638 | $2.77M | 1.19% | +30.0% | Added |
| Telos Capital Management, Inc. | 17,588 | $2.76M | 0.37% | −2,833−13.9% | Reduced |
| West Branch Capital LLC | 17,584 | $2.76M | 1.38% | +433+2.5% | Added |
| Hemenway Trust Co LLC | 17,542 | $2.76M | 0.27% | −473−2.6% | Reduced |
| Northstar Group, Inc. | 17,519 | $2.75M | 0.65% | +172+1.0% | Added |
| MV Capital Management, Inc. | 17,499 | $2.75M | 0.36% | −830−4.5% | Reduced |
| Summit X, LLC | 17,469 | $2.75M | 0.67% | 00.0% | Unchanged |
| Golden State Equity Partners | 17,441 | $2.74M | 0.77% | −1,282−6.8% | Reduced |
| Equitable Trust Co | 17,429 | $2.74M | 0.21% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 17,428 | $2.74M | 0.75% | −453−2.5% | Reduced |
| Summit Asset Management, LLC | 17,406 | $2.74M | 0.72% | +103+0.6% | Added |
| Advocate Group LLC | 17,399 | $2.73M | 0.60% | −1,701−8.9% | Reduced |
| Cigna Investments Inc | 17,369 | $2.73M | 0.51% | −49−0.3% | Reduced |