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 8 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
- 2,882
- +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
- 1,212 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 |
|---|---|---|---|---|---|
| Sargent Investment Group, LLC | 14,231 | $2.24M | 0.54% | +669+4.9% | Added |
| First Foundation Advisors | 14,190 | $2.23M | 0.10% | +1,815+14.7% | Added |
| World Equity Group, Inc. | 14,187 | $2.23M | 0.66% | +10,175+253.6% | Added |
| Welch Group, LLC | 14,175 | $2.23M | 0.13% | −599−4.1% | Reduced |
| Providence Wealth Advisors, LLC | 14,011 | $2.22M | 2.45% | −552−3.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 14,075 | $2.21M | 0.76% | −336−2.3% | Reduced |
| Security National Bank of Sioux City Iowa | 14,052 | $2.21M | 1.67% | +14,052 | New |
| Eagle Bluffs Wealth Management LLC | 14,046 | $2.21M | 1.70% | +80+0.6% | Added |
| Van Hulzen Asset Management, LLC | 14,000 | $2.20M | 0.19% | +5,919+73.2% | Added |
| CFM Wealth Partners LLC | 13,982 | $2.20M | 0.53% | +101+0.7% | Added |
| Riverbridge Partners LLC | 13,923 | $2.19M | 0.03% | −708−4.8% | Reduced |
| Aspen Investment Management Inc | 13,907 | $2.19M | 1.30% | 00.0% | Unchanged |
| Spirit of America Management Corp | 13,884 | $2.18M | 0.49% | +200+1.5% | Added |
| Centaurus Financial, Inc. | 13,879 | $2.18M | 0.19% | −4,493−24.5% | Reduced |
| Wintrust Investments LLC | 13,859 | $2.18M | 0.22% | +268+2.0% | Added |
| Caliber Wealth Management, LLC | 13,830 | $2.17M | 1.46% | +624+4.7% | Added |
| Kesler, Norman & Wride, LLC | 13,824 | $2.17M | 0.53% | +137+1.0% | Added |
| Shepherd Financial Partners LLC | 13,814 | $2.17M | 0.34% | +217+1.6% | Added |
| Trifecta Capital Advisors, LLC | 13,784 | $2.17M | 0.70% | +316+2.3% | Added |
| Headlands Technologies LLC | 13,732 | $2.16M | 0.69% | +10,441+317.3% | Added |
| David Loasby | 13,731 | $2.16M | 0.24% | +608+4.6% | Added |
| Robertson Stephens Wealth Management, LLC | 13,702 | $2.15M | 0.16% | −1,269−8.5% | Reduced |
| Bank Ozk | 13,691 | $2.15M | 1.02% | −3,994−22.6% | Reduced |
| Dakota Wealth Management | 13,682 | $2.15M | 0.10% | +36+0.3% | Added |
| Doliver Advisors, LP | 13,619 | $2.14M | 0.65% | −193−1.4% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,827 | $2.14M | 0.44% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 13,590 | $2.14M | 0.33% | +235+1.8% | Added |
| Zullo Investment Group, Inc. | 13,518 | $2.12M | 1.21% | −163−1.2% | Reduced |
| Bangor Savings Bank | 13,506 | $2.12M | 0.24% | −58−0.4% | Reduced |
| NTV Asset Management LLC | 13,486 | $2.12M | 0.37% | −1,200−8.2% | Reduced |
| AdvisorNet Financial, Inc | 13,452 | $2.11M | 0.18% | +622+4.8% | Added |
| St. Johns Investment Management Company, LLC | 13,445 | $2.11M | 1.15% | −786−5.5% | Reduced |
| Mission Wealth Management, LP | 13,437 | $2.11M | 0.08% | −381−2.8% | Reduced |
| Naviter Wealth, LLC | 13,421 | $2.11M | 0.54% | +1,543+13.0% | Added |
| Lavaca Capital LLC | 13,372 | $2.10M | 0.65% | −3,330−19.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 13,478 | $2.10M | 0.10% | +10,484+350.2% | Added |
| WealthShield Partners, LLC | 13,244 | $2.08M | 0.31% | +299+2.3% | Added |
| Martin & Co Inc | 13,214 | $2.08M | 0.52% | −541−3.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 13,212 | $2.08M | 0.60% | −71−0.5% | Reduced |
| Cornercap Investment Counsel Inc | 13,127 | $2.06M | 0.36% | +13,127 | New |
| Pettee Investors, Inc. | 13,039 | $2.05M | 0.93% | +725+5.9% | Added |
| Weatherly Asset Management L. P. | 13,029 | $2.05M | 0.24% | +231+1.8% | Added |
| SRN Advisors, LLC | 13,531 | $2.05M | 1.82% | +6,460+91.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $2.04M | 0.73% | 00.0% | Unchanged |
| Wedmont Private Capital | 13,172 | $2.04M | 0.22% | +1,981+17.7% | Added |
| Symphony Financial, Ltd. Co. | 13,201 | $2.04M | 0.50% | +841+6.8% | Added |
| Dark Forest Capital Management LP | 12,927 | $2.03M | 0.21% | +11,518+817.5% | Added |
| Trust Co of Virginia | 12,915 | $2.03M | 0.22% | −659−4.9% | Reduced |
| Successful Portfolios LLC | 12,912 | $2.03M | 1.75% | −1,754−12.0% | Reduced |
| NVWM, LLC | 12,829 | $2.02M | 0.66% | +2,404+23.1% | Added |
| Pegasus Asset Management, Inc. | 12,783 | $2.01M | 0.89% | +94+0.7% | Added |
| Game Creek Capital, LP | 12,750 | $2.00M | 1.32% | +3,250+34.2% | Added |
| 9258 Wealth Management, LLC | 12,733 | $2.00M | 0.38% | +10.0% | Added |
| Sunbelt Securities, Inc. | 12,732 | $2.00M | 0.29% | +181+1.4% | Added |
| Pine Valley Investments Ltd Liability Co | 12,722 | $2.00M | 0.20% | +1,962+18.2% | Added |
| Exchange Bank | 12,694 | $2.00M | 1.93% | +12,694 | New |
| Continuum Advisory, LLC | 33,546 | $1.99M | 0.32% | −280−0.8% | Reduced |
| Chatham Capital Group, Inc. | 12,675 | $1.99M | 0.42% | +897+7.6% | Added |
| Evergreen Capital Management LLC | 12,650 | $1.99M | 0.08% | +396+3.2% | Added |
| IMA Wealth, Inc. | 12,635 | $1.99M | 0.51% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 12,593 | $1.98M | 0.18% | +588+4.9% | Added |
| CMT Capital Markets Trading GmbH | 12,581 | $1.98M | 0.82% | −15,095−54.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 12,557 | $1.97M | 1.71% | −292−2.3% | Reduced |
| BFT Financial Group, LLC | 12,554 | $1.97M | 0.23% | +877+7.5% | Added |
| Sterling Investment Management, Inc. | 12,535 | $1.97M | 1.56% | −175−1.4% | Reduced |
| Icapital Wealth LLC | 12,512 | $1.97M | 1.23% | −662−5.0% | Reduced |
| Intrust Bank NA | 12,507 | $1.97M | 0.24% | −585−4.5% | Reduced |
| Plancorp, LLC | 12,502 | $1.97M | 0.11% | +1,437+13.0% | Added |
| EHP Funds Inc. | 12,500 | $1.96M | 0.56% | +12,500 | New |
| Congress Park Capital LLC | 12,462 | $1.96M | 1.10% | −414−3.2% | Reduced |
| Powers Advisory Group, LLC | 12,433 | $1.95M | 1.30% | +13+0.1% | Added |
| Baystate Wealth Management LLC | 12,428 | $1.95M | 0.16% | +253+2.1% | Added |
| FLC Capital Advisors | 12,404 | $1.95M | 0.57% | −300−2.4% | Reduced |
| Windsor Capital Management, LLC | 12,337 | $1.94M | 0.64% | −23−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 12,335 | $1.94M | 0.06% | +1,327+12.1% | Added |
| Etesian Wealth Advisors, Inc. | 12,297 | $1.93M | 1.26% | −497−3.9% | Reduced |
| Portside Wealth Group, LLC | 12,285 | $1.93M | 0.36% | +12,285 | New |
| Gables Capital Management Inc. | 12,281 | $1.93M | 1.26% | +145+1.2% | Added |
| Deseret Mutual Benefit Administrators | 12,274 | $1.93M | 0.75% | −10−0.1% | Reduced |
| Bank of Stockton | 12,260 | $1.93M | 0.66% | −120−1.0% | Reduced |
| Ironwood Investment Counsel, LLC | 12,210 | $1.92M | 0.43% | −642−5.0% | Reduced |
| Front Row Advisors LLC | 12,204 | $1.92M | 0.85% | −618−4.8% | Reduced |
| Monetary Management Group Inc | 12,186 | $1.92M | 0.59% | +100+0.8% | Added |
| Bremer Bank National Association | 12,154 | $1.91M | 0.36% | −103−0.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,126 | $1.91M | 0.67% | −264−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 12,130 | $1.90M | 0.18% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 12,062 | $1.90M | 0.06% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 12,051 | $1.89M | 0.14% | +1,391+13.0% | Added |
| Madison Wealth Management | 12,043 | $1.89M | 0.38% | +422+3.6% | Added |
| JT Stratford LLC | 11,992 | $1.88M | 0.51% | −507−4.1% | Reduced |
| Norris Financial Group, LLC | 11,967 | $1.88M | 1.30% | +283+2.4% | Added |
| Oarsman Capital, Inc. | 11,958 | $1.88M | 0.82% | −120−1.0% | Reduced |
| Nixon Peabody Trust Co | 11,948 | $1.88M | 1.52% | −1,445−10.8% | Reduced |
| Pinnacle Holdings, LLC | 11,923 | $1.87M | 0.84% | −27−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,887 | $1.87M | 0.01% | +41+0.3% | Added |
| RFP Financial Group LLC | 11,902 | $1.87M | 0.76% | +10,852+1,033.5% | Added |
| CoreFirst Bank & Trust | 11,883 | $1.87M | 1.31% | −671−5.3% | Reduced |
| White Pine Capital LLC | 11,859 | $1.86M | 0.70% | +79+0.7% | Added |
| Beacon Investment Advisors LLC | 11,813 | $1.86M | 1.27% | −147−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,803 | $1.86M | 0.83% | 00.0% | Unchanged |