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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 17,363 | $2.73M | 1.34% | −867−4.8% | Reduced |
| Connectus Wealth, LLC | 17,290 | $2.72M | 0.06% | +10,875+169.5% | Added |
| Diligent Investors, LLC | 17,305 | $2.72M | 0.80% | −398−2.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,298 | $2.72M | 0.37% | −21,506−55.4% | Reduced |
| North Star Investment Management Corp. | 17,226 | $2.71M | 0.22% | +29+0.2% | Added |
| Cito Capital Group, LLC | 17,200 | $2.70M | 1.24% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 18,308 | $2.70M | 1.44% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 17,168 | $2.70M | 0.11% | +1,327+8.4% | Added |
| Dorsey & Whitney Trust CO LLC | 17,159 | $2.70M | 0.22% | +167+1.0% | Added |
| Peddock Capital Advisors, LLC | 17,073 | $2.68M | 0.88% | +124+0.7% | Added |
| Bradley Mark J. | 17,051 | $2.68M | 2.66% | −8,800−34.0% | Reduced |
| CFS Investment Advisory Services, LLC | 16,995 | $2.67M | 0.34% | +16,995 | New |
| MSH Capital Advisors LLC | 16,991 | $2.67M | 0.98% | +3,253+23.7% | Added |
| Hollow Brook Wealth Management LLC | 16,988 | $2.67M | 1.15% | −344−2.0% | Reduced |
| Old Second National Bank of Aurora | 16,979 | $2.67M | 0.77% | −854−4.8% | Reduced |
| RSM US Wealth Management LLC | 16,952 | $2.66M | 0.09% | −1,170−6.5% | Reduced |
| Centre Asset Management, LLC | 16,948 | $2.66M | 0.59% | +16,948 | New |
| Octavia Wealth Advisors, LLC | 16,942 | $2.66M | 0.54% | +473+2.9% | Added |
| Miller Investment Management, LP | 16,910 | $2.66M | 0.41% | 00.0% | Unchanged |
| Robbins Farley LLC | 16,836 | $2.65M | 1.92% | −646−3.7% | Reduced |
| Desjardins Global Asset Management Inc. | 16,836 | $2.65M | 0.31% | +1,716+11.3% | Added |
| Profund Advisors LLC | 16,812 | $2.64M | 0.14% | −84−0.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,799 | $2.64M | 1.65% | −119−0.7% | Reduced |
| Naples Global Advisors, LLC | 16,672 | $2.62M | 0.31% | +326+2.0% | Added |
| Harvey Capital Management Inc | 16,650 | $2.62M | 0.96% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 16,637 | $2.62M | 0.27% | +635+4.0% | Added |
| Marshall Financial Group LLC | 16,630 | $2.61M | 0.89% | +313+1.9% | Added |
| Convergence Investment Partners, LLC | 16,536 | $2.60M | 1.49% | +9+0.1% | Added |
| AllGen Financial Advisors, Inc. | 16,513 | $2.60M | 1.63% | −57−0.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,504 | $2.59M | 0.33% | +16,504 | New |
| Daymark Wealth Partners, LLC | 16,457 | $2.59M | 0.19% | +7,242+78.6% | Added |
| Commerzbank Aktiengesellschaft | 16,454 | $2.59M | 0.13% | +2,249+15.8% | Added |
| Avidian Wealth Solutions, LLC | 16,421 | $2.58M | 0.17% | −5,251−24.2% | Reduced |
| Dearborn Partners LLC | 16,414 | $2.58M | 0.10% | +796+5.1% | Added |
| Ropes Wealth Advisors LLC | 16,404 | $2.58M | 0.43% | +750+4.8% | Added |
| Roman Butler Fullerton & Co | 16,637 | $2.57M | 1.18% | +632+3.9% | Added |
| Sterling Investment Advisors, Ltd. | 16,268 | $2.56M | 0.85% | −39−0.2% | Reduced |
| Telemus Capital, LLC | 16,250 | $2.55M | 0.22% | −499−3.0% | Reduced |
| Schechter Investment Advisors, LLC | 16,237 | $2.55M | 0.23% | −95−0.6% | Reduced |
| Security National Bank of So Dak | 16,170 | $2.54M | 1.81% | +16,170 | New |
| Harbor Investment Advisory, LLC | 16,152 | $2.54M | 0.35% | −183−1.1% | Reduced |
| Kinsale Capital Group, Inc. | 16,144 | $2.54M | 1.54% | +7,695+91.1% | Added |
| Arlington Partners LLC | 16,137 | $2.54M | 0.39% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,037 | $2.52M | 1.28% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 15,994 | $2.51M | 0.56% | −136−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 15,982 | $2.51M | 0.28% | +4,275+36.5% | Added |
| Duncker Streett & Co Inc | 15,963 | $2.51M | 0.56% | +727+4.8% | Added |
| New Hampshire Trust | 15,949 | $2.51M | 0.65% | +91+0.6% | Added |
| Dumont & Blake Investment Advisors LLC | 15,896 | $2.50M | 0.81% | −529−3.2% | Reduced |
| Parkside Financial Bank & Trust | 15,876 | $2.50M | 0.59% | +75+0.5% | Added |
| Sumitomo Life Insurance Co | 15,845 | $2.49M | 0.11% | −1,534−8.8% | Reduced |
| Roberts Glore & Co Inc | 15,796 | $2.48M | 0.79% | −30−0.2% | Reduced |
| Richelieu Gestion PLC | 15,787 | $2.48M | 2.07% | −4,732−23.1% | Reduced |
| Solidarilty Wealth, LLC | 15,777 | $2.48M | 1.02% | +12,700+412.7% | Added |
| Ledyard National Bank | 15,755 | $2.48M | 0.27% | +277+1.8% | Added |
| Quantbot Technologies LP | 15,707 | $2.47M | 0.16% | −24,193−60.6% | Reduced |
| Duality Advisers, LP | 15,704 | $2.47M | 0.31% | +15,704 | New |
| Valmark Advisers, Inc. | 15,691 | $2.47M | 0.05% | −386−2.4% | Reduced |
| Insigneo Advisory Services, LLC | 15,637 | $2.46M | 0.47% | +4,221+37.0% | Added |
| Cantor Fitzgerald, L. P. | 15,597 | $2.45M | 0.06% | +289+1.9% | Added |
| Beech Hill Advisors, Inc. | 15,587 | $2.45M | 1.19% | −59−0.4% | Reduced |
| Lincoln Capital Corp | 15,556 | $2.45M | 1.25% | −706−4.3% | Reduced |
| Northstar Asset Management LLC | 15,542 | $2.44M | 0.67% | −115−0.7% | Reduced |
| Vident Investment Advisory, LLC | 15,515 | $2.44M | 0.08% | −3,467−18.3% | Reduced |
| Atlantic Union Bankshares Corp | 15,499 | $2.44M | 0.24% | −4,611−22.9% | Reduced |
| Duff & Phelps Investment Management Co | 15,456 | $2.43M | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 15,730 | $2.43M | 0.33% | +39+0.2% | Added |
| D.B. Root & Company, LLC | 15,246 | $2.40M | 0.91% | −312−2.0% | Reduced |
| Proquility Private Wealth Partners, LLC | 15,166 | $2.38M | 0.93% | +53+0.4% | Added |
| Motley Fool Wealth Management, LLC | 15,141 | $2.38M | 0.14% | −2,440−13.9% | Reduced |
| JCIC Asset Management Inc. | 15,060 | $2.37M | 1.07% | −150−1.0% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.37M | 1.66% | 00.0% | Unchanged |
| Private Trust Co NA | 15,025 | $2.36M | 0.30% | −626−4.0% | Reduced |
| Hudson Value Partners, LLC | 15,001 | $2.36M | 1.20% | −469−3.0% | Reduced |
| Phoenix Wealth Advisors | 14,965 | $2.35M | 1.37% | +4,794+47.1% | Added |
| ICW Investment Advisors LLC | 14,956 | $2.35M | 1.26% | +227+1.5% | Added |
| Snider Financial Group | 14,944 | $2.35M | 1.12% | +430+3.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,936 | $2.35M | 0.24% | −2,200−12.8% | Reduced |
| Alpha DNA Investment Management LLC | 14,926 | $2.35M | 1.33% | −14,757−49.7% | Reduced |
| Finer Wealth Management, Inc. | 14,906 | $2.34M | 1.83% | +451+3.1% | Added |
| Miracle Mile Advisors, LLC | 14,888 | $2.34M | 0.07% | −6,382−30.0% | Reduced |
| C2C Wealth Management, LLC | 15,062 | $2.33M | 0.31% | +40.0% | Added |
| Kovack Advisors, Inc. | 14,818 | $2.33M | 0.30% | +137+0.9% | Added |
| SageView Advisory Group, LLC | 14,713 | $2.31M | 0.13% | +831+6.0% | Added |
| Systematic Alpha Investments, LLC | 14,700 | $2.31M | 0.11% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 14,700 | $2.31M | 0.29% | −258−1.7% | Reduced |
| Garner Asset Management Corp | 14,683 | $2.31M | 1.34% | −4,994−25.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 14,672 | $2.31M | 0.66% | −21−0.1% | Reduced |
| Essex Savings Bank | 14,624 | $2.30M | 0.77% | +322+2.3% | Added |
| Smithfield Trust Co | 14,594 | $2.30M | 0.14% | −329−2.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 14,609 | $2.30M | 0.82% | +50.0% | Added |
| Canandaigua National Bank & Trust Co | 14,604 | $2.30M | 0.37% | +36+0.2% | Added |
| Freedom Day Solutions, LLC | 14,559 | $2.29M | 1.02% | −1,120−7.1% | Reduced |
| Allen Capital Group, LLC | 14,510 | $2.28M | 0.41% | −507−3.4% | Reduced |
| Page Arthur B | 14,485 | $2.28M | 2.16% | −1,012−6.5% | Reduced |
| Cohen Lawrence B | 14,469 | $2.27M | 1.46% | −12−0.1% | Reduced |
| Allred Capital Management, LLC | 14,383 | $2.26M | 1.11% | +619+4.5% | Added |
| Geneva Capital Management LLC | 14,320 | $2.25M | 0.04% | −597−4.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 14,300 | $2.25M | 1.52% | −169−1.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 14,234 | $2.24M | 0.50% | +275+2.0% | Added |