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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 11,769 | $1.85M | 0.21% | +11,769 | New |
| Invst, LLC | 11,748 | $1.85M | 0.27% | −351−2.9% | Reduced |
| Gilbert & Cook, Inc. | 11,730 | $1.84M | 0.30% | +147+1.3% | Added |
| Strengthening Families & Communities, LLC | 11,699 | $1.84M | 0.80% | +1,884+19.2% | Added |
| Verity Asset Management, Inc. | 11,670 | $1.83M | 1.36% | −93−0.8% | Reduced |
| Ignite Planners, LLC | 11,940 | $1.83M | 0.70% | −93−0.8% | Reduced |
| Founders Capital Management | 11,651 | $1.83M | 1.33% | −622−5.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,646 | $1.83M | 0.26% | +4,259+57.7% | Added |
| Gibraltar Capital Management, Inc. | 11,643 | $1.83M | 0.81% | +10+0.1% | Added |
| Global Trust Asset Management, LLC | 11,606 | $1.82M | 0.82% | −25−0.2% | Reduced |
| Founders Financial Securities LLC | 11,597 | $1.82M | 0.24% | −561−4.6% | Reduced |
| Financial Advocates Investment Management | 11,589 | $1.82M | 0.13% | −539−4.4% | Reduced |
| StoneX Group Inc. | 11,539 | $1.81M | 0.19% | −214−1.8% | Reduced |
| Magnolia Capital Advisors LLC | 11,532 | $1.81M | 0.91% | −497−4.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,532 | $1.81M | 0.19% | +386+3.5% | Added |
| Westover Capital Advisors, LLC | 11,509 | $1.81M | 0.63% | −33−0.3% | Reduced |
| Avantax Planning Partners, Inc. | 11,477 | $1.80M | 0.07% | −86−0.7% | Reduced |
| Insight Inv LLC | 11,452 | $1.80M | 1.85% | −505−4.2% | Reduced |
| Laidlaw Wealth Management LLC | 11,447 | $1.80M | 0.35% | +5,123+81.0% | Added |
| SeaCrest Wealth Management, LLC | 11,446 | $1.80M | 0.23% | −439−3.7% | Reduced |
| Providence First Trust Co | 11,426 | $1.80M | 0.99% | −3,310−22.5% | Reduced |
| True North Advisors, LLC | 11,424 | $1.80M | 0.51% | −283−2.4% | Reduced |
| Trust Co of Oklahoma | 11,399 | $1.79M | 0.66% | −100−0.9% | Reduced |
| PFG Investments, LLC | 11,371 | $1.79M | 0.32% | −2,311−16.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,367 | $1.79M | 0.11% | +1,839+19.3% | Added |
| Bowman & Co S.C. | 11,329 | $1.78M | 1.35% | +435+4.0% | Added |
| Lumature Wealth Partners, LLC | 11,311 | $1.78M | 1.06% | −93−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 11,233 | $1.77M | 0.17% | +1,158+11.5% | Added |
| Optimum Investment Advisors | 11,141 | $1.75M | 0.86% | +10.0% | Added |
| West Michigan Advisors, LLC | 11,053 | $1.74M | 0.69% | +3,665+49.6% | Added |
| Argent Advisors, Inc. | 11,042 | $1.74M | 0.80% | +1,045+10.5% | Added |
| Wills Financial Group, Inc. | 11,042 | $1.74M | 0.88% | −3,151−22.2% | Reduced |
| Paradigm Asset Management Co LLC | 11,012 | $1.73M | 0.46% | +300+2.8% | Added |
| Harbor Advisors LLC | 11,000 | $1.73M | 0.37% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,985 | $1.73M | 0.19% | +447+4.2% | Added |
| Argent Capital Management LLC | 10,975 | $1.73M | 0.06% | 00.0% | Unchanged |
| Hancock Whitney Corp | 10,953 | $1.72M | 0.07% | +56+0.5% | Added |
| Ifrah Financial Services, Inc. | 10,934 | $1.72M | 0.52% | −675−5.8% | Reduced |
| Wolff Wiese Magana LLC | 10,868 | $1.71M | 1.32% | −72−0.7% | Reduced |
| IFP Advisors, Inc | 23,338 | $1.71M | 0.09% | +2,585+12.5% | Added |
| Moore Capital Management, LP | 10,853 | $1.71M | 0.04% | −87,543−89.0% | Reduced |
| Manchester Capital Management LLC | 10,849 | $1.71M | 0.23% | +10.0% | Added |
| HCR Wealth Advisors | 10,833 | $1.70M | 0.32% | +20+0.2% | Added |
| Bailard, Inc. | 10,769 | $1.69M | 0.06% | +17+0.2% | Added |
| Quad-Cities Investment Group, LLC | 10,736 | $1.69M | 1.10% | +15+0.1% | Added |
| Connolly Sarah T. | 10,722 | $1.69M | 1.02% | −25−0.2% | Reduced |
| Bessemer Securities LLC | 10,717 | $1.69M | 1.12% | −8,000−42.7% | Reduced |
| Legacy Bridge, LLC | 10,713 | $1.68M | 1.12% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,708 | $1.68M | 0.18% | −9,014−45.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,702 | $1.68M | 0.11% | −610−5.4% | Reduced |
| Lake Street Advisors Group, LLC | 10,655 | $1.68M | 0.09% | +195+1.9% | Added |
| TruWealth Advisors, LLC | 10,651 | $1.67M | 0.14% | +14+0.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,650 | $1.67M | 0.32% | −265−2.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 10,608 | $1.67M | 0.97% | +14+0.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,583 | $1.66M | 1.86% | −695−6.2% | Reduced |
| Ronald Blue Trust, Inc. | 11,280 | $1.66M | 0.03% | −4,522−28.6% | Reduced |
| QP Wealth Management, LLC | 10,567 | $1.66M | 2.63% | −839−7.4% | Reduced |
| Bank of New Hampshire | 10,562 | $1.66M | 0.47% | −180−1.7% | Reduced |
| Delos Wealth Advisors, LLC | 10,557 | $1.66M | 2.12% | +282+2.7% | Added |
| Blue Chip Partners, Inc. | 10,533 | $1.66M | 0.19% | −178−1.7% | Reduced |
| Patten Group, Inc. | 10,503 | $1.65M | 0.47% | +60+0.6% | Added |
| Dudley Capital Management, LLC | 10,489 | $1.65M | 1.11% | +486+4.9% | Added |
| Tilia Fiduciary Partners, Inc. | 10,489 | $1.65M | 1.47% | +1,340+14.6% | Added |
| SOL Capital Management CO | 10,480 | $1.65M | 0.25% | −120−1.1% | Reduced |
| Good Life Advisors, LLC | 10,462 | $1.64M | 0.19% | −475−4.3% | Reduced |
| Krilogy Financial LLC | 10,456 | $1.64M | 0.15% | −3,800−26.7% | Reduced |
| Union Heritage Capital, LLC | 10,450 | $1.64M | 0.89% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 10,425 | $1.64M | 1.10% | +52+0.5% | Added |
| MTM Investment Management, LLC | 10,425 | $1.64M | 0.80% | +6+0.1% | Added |
| McDonald Partners LLC | 10,423 | $1.64M | 0.50% | +50.0% | Added |
| Argus Investors' Counsel, Inc. | 10,415 | $1.64M | 1.14% | +355+3.5% | Added |
| WBH Advisory Inc | 10,408 | $1.64M | 0.19% | −14−0.1% | Reduced |
| Greatmark Investment Partners, Inc. | 10,404 | $1.64M | 0.28% | +10.0% | Added |
| Meridian Wealth Advisors, LLC | 10,393 | $1.63M | 0.40% | −3,592−25.7% | Reduced |
| Harbour Investments, Inc. | 10,384 | $1.63M | 0.08% | −10−0.1% | Reduced |
| CoreCap Advisors, LLC | 10,382 | $1.63M | 0.12% | +10,382 | New |
| Machina Capital S.A.S. | 10,343 | $1.63M | 0.92% | +4,977+92.8% | Added |
| Linscomb & Williams, Inc. | 10,339 | $1.63M | 0.09% | −243−2.3% | Reduced |
| 44 Wealth Management LLC | 10,330 | $1.62M | 0.55% | −691−6.3% | Reduced |
| Detalus Advisors, LLC | 10,322 | $1.62M | 0.73% | −11−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 10,317 | $1.62M | 0.07% | +671+7.0% | Added |
| Sterling Investment Counsel, LLC | 10,235 | $1.61M | 0.87% | +615+6.4% | Added |
| Main Street Financial Solutions, LLC | 10,205 | $1.60M | 0.22% | −58−0.6% | Reduced |
| MidWestOne Financial Group, Inc. | 10,197 | $1.60M | 0.35% | −7−0.1% | Reduced |
| Prossimo Advisors, LLC | 10,187 | $1.60M | 1.54% | +10,187 | New |
| First Financial Bank - Trust Division | 10,183 | $1.60M | 0.17% | −263−2.5% | Reduced |
| Claro Advisors LLC | 10,175 | $1.60M | 0.40% | +246+2.5% | Added |
| Nicholas Hoffman & Company, LLC. | 10,155 | $1.60M | 0.06% | +14+0.1% | Added |
| Lake Street Financial LLC | 10,144 | $1.59M | 0.28% | +63+0.6% | Added |
| Kathmere Capital Management, LLC | 10,134 | $1.59M | 0.25% | +766+8.2% | Added |
| Spreng Capital Management, Inc. | 10,122 | $1.59M | 1.25% | +205+2.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,120 | $1.59M | 1.14% | +251+2.5% | Added |
| Lifeworks Advisors, LLC | 10,100 | $1.59M | 0.68% | +1,681+20.0% | Added |
| AFS Financial Group, LLC | 10,099 | $1.59M | 1.03% | −19−0.2% | Reduced |
| PFG Advisors | 10,077 | $1.58M | 0.12% | −96−0.9% | Reduced |
| FDx Advisors, Inc. | 10,071 | $1.58M | 0.09% | +291+3.0% | Added |
| Smith Anglin Financial, LLC | 10,071 | $1.58M | 0.19% | −116−1.1% | Reduced |
| Accretive Wealth Partners, LLC | 10,054 | $1.58M | 0.94% | +132+1.3% | Added |
| Highlander Capital Management, LLC | 10,050 | $1.58M | 0.73% | 00.0% | Unchanged |
| Humankind Investments LLC | 10,036 | $1.58M | 0.62% | +3,361+50.4% | Added |