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 |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 10,015 | $1.57M | 0.43% | +30+0.3% | Added |
| WR Wealth Planners, LLC | 9,998 | $1.57M | 0.61% | +2,343+30.6% | Added |
| Godsey & Gibb Associates | 9,993 | $1.57M | 0.18% | +9,993 | New |
| NorthRock Partners, LLC | 9,977 | $1.57M | 0.17% | +60+0.6% | Added |
| Kidder Stephen W | 9,975 | $1.57M | 0.51% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 9,945 | $1.56M | 0.68% | −70−0.7% | Reduced |
| Highview Capital Management LLC | 9,925 | $1.56M | 0.84% | +1,521+18.1% | Added |
| MRP Capital Investments, LLC | 9,891 | $1.55M | 1.52% | −3,470−26.0% | Reduced |
| First PREMIER Bank | 9,867 | $1.55M | 0.44% | −300−3.0% | Reduced |
| Chicago Partners Investment Group LLC | 9,720 | $1.55M | 0.08% | −156−1.6% | Reduced |
| Jarislowsky, Fraser Ltd | 9,827 | $1.54M | 0.01% | −250−2.5% | Reduced |
| Money Concepts Capital Corp | 9,787 | $1.54M | 0.16% | −17,527−64.2% | Reduced |
| RB Capital Management, LLC | 9,770 | $1.54M | 0.47% | +65+0.7% | Added |
| First National Bank & Trust Co of Newtown | 9,764 | $1.53M | 0.33% | −450−4.4% | Reduced |
| Armor Investment Advisors, LLC | 9,738 | $1.53M | 0.93% | +817+9.2% | Added |
| First Commonwealth Financial Corp | 9,737 | $1.53M | 0.50% | −1,095−10.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 9,698 | $1.52M | 0.76% | +336+3.6% | Added |
| CMG Global Holdings, LLC | 9,688 | $1.52M | 1.25% | −28−0.3% | Reduced |
| Douglas Lane & Associates, LLC | 9,675 | $1.52M | 0.02% | −337−3.4% | Reduced |
| PBMares Wealth Management LLC | 9,655 | $1.52M | 0.54% | −462−4.6% | Reduced |
| Guardian Wealth Advisors, LLC | 9,644 | $1.52M | 0.26% | +95+1.0% | Added |
| Gray Wealth Management Inc. | 9,611 | $1.51M | 0.76% | +239+2.6% | Added |
| Focus Financial Network, Inc. | 9,592 | $1.51M | 0.08% | +1,104+13.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,578 | $1.51M | 0.24% | −838−8.0% | Reduced |
| Virtue Capital Management, LLC | 9,515 | $1.50M | 0.26% | −458−4.6% | Reduced |
| Northern Financial Advisors Inc | 9,550 | $1.50M | 1.32% | +628+7.0% | Added |
| CenterStar Asset Management, LLC | 9,530 | $1.50M | 1.36% | +9,530 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,460 | $1.50M | 0.66% | +37+0.4% | Added |
| Imprint Wealth LLC | 9,488 | $1.50M | 0.94% | +1,739+22.4% | Added |
| Compass Wealth Management LLC | 9,509 | $1.49M | 0.45% | +840+9.7% | Added |
| Jmac Enterprises LLC | 9,506 | $1.49M | 0.37% | +318+3.5% | Added |
| Lindbrook Capital, LLC | 9,466 | $1.49M | 0.16% | +2,141+29.2% | Added |
| LCM Capital Management Inc | 9,456 | $1.49M | 1.21% | +124+1.3% | Added |
| Whalerock Point Partners, LLC | 9,446 | $1.48M | 0.50% | +2,049+27.7% | Added |
| Payden & Rygel | 9,400 | $1.48M | 0.10% | +1,600+20.5% | Added |
| TCM Advisors, LLC | – | $1.48M | 0.63% | – | – |
| Fernwood Investment Management, LLC | 9,861 | $1.48M | 0.52% | +3,386+52.3% | Added |
| Cassaday & Co Wealth Management LLC | 9,392 | $1.48M | 0.06% | −367−3.8% | Reduced |
| Navalign, LLC | 9,361 | $1.47M | 0.59% | −152−1.6% | Reduced |
| 3Chopt Investment Partners, LLC | 9,335 | $1.47M | 0.73% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 9,311 | $1.46M | 0.18% | −1,753−15.8% | Reduced |
| Engineers Gate Manager LP | 9,300 | $1.46M | 0.06% | −30,663−76.7% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 9,285 | $1.46M | 0.81% | −1,000−9.7% | Reduced |
| Resurgent Financial Advisors LLC | 9,263 | $1.46M | 0.97% | +478+5.4% | Added |
| Altshuler Shaham Ltd | 9,243 | $1.45M | 0.03% | −6,459−41.1% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 9,192 | $1.44M | 0.67% | +3,912+74.1% | Added |
| First National Advisers, LLC | 9,175 | $1.44M | 1.33% | −290−3.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 9,150 | $1.44M | 1.40% | +35+0.4% | Added |
| West Family Investments, Inc. | 9,116 | $1.43M | 0.56% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 9,104 | $1.43M | 0.30% | +273+3.1% | Added |
| First Heartland Consultants, Inc. | 9,103 | $1.43M | 0.19% | −109−1.2% | Reduced |
| Accurate Wealth Management, LLC | 9,245 | $1.43M | 0.45% | +539+6.2% | Added |
| Live Oak Private Wealth LLC | 9,085 | $1.43M | 0.28% | +562+6.6% | Added |
| Wealth Alliance | 9,048 | $1.42M | 0.21% | −214−2.3% | Reduced |
| Vaughan David Investments LLC | 9,046 | $1.42M | 0.04% | −198−2.1% | Reduced |
| Archer Investment Corp | 9,037 | $1.42M | 0.51% | +670+8.0% | Added |
| Independent Solutions Wealth Management, LLC | 9,021 | $1.42M | 0.38% | −458−4.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 9,008 | $1.42M | 0.18% | −5,123−36.3% | Reduced |
| Montecito Bank & Trust | 8,976 | $1.41M | 0.32% | −500−5.3% | Reduced |
| McMillion Capital Management Inc | 8,972 | $1.41M | 1.26% | −326−3.5% | Reduced |
| Essex Financial Services, Inc. | 8,885 | $1.40M | 0.16% | −55−0.6% | Reduced |
| WealthPLAN Partners, LLC | 8,881 | $1.40M | 0.20% | −623−6.6% | Reduced |
| L.M. Kohn & Company | 8,853 | $1.39M | 0.53% | −171−1.9% | Reduced |
| Intellectus Partners, LLC | 8,836 | $1.39M | 0.42% | −290−3.2% | Reduced |
| CVA Family Office, LLC | 8,832 | $1.39M | 0.29% | +220+2.6% | Added |
| Marcum Wealth, LLC | 8,821 | $1.39M | 0.16% | +1,707+24.0% | Added |
| Kingswood Wealth Advisors, LLC | 1,384,311 | $1.38M | 0.44% | +1,384,311 | New |
| Diamant Asset Management, Inc. | 8,805 | $1.38M | 1.06% | 00.0% | Unchanged |
| Chicago Capital, LLC | 8,804 | $1.38M | 0.06% | 00.0% | Unchanged |
| Park National Corp | 8,770 | $1.38M | 0.06% | −1,575−15.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,755 | $1.38M | 0.89% | +3,409+63.8% | Added |
| American State Bank (Iowa) | 8,739 | $1.37M | 0.96% | −330−3.6% | Reduced |
| Park Edge Advisors, LLC | 8,718 | $1.37M | 0.46% | −170−1.9% | Reduced |
| Summit Trail Advisors, LLC | 8,710 | $1.37M | 0.05% | +2,901+49.9% | Added |
| Alpha Cubed Investments, LLC | 8,693 | $1.37M | 0.09% | −1,370−13.6% | Reduced |
| Hoey Investments, Inc | 8,682 | $1.36M | 0.45% | −2,894−25.0% | Reduced |
| Home Federal Bank of Tennessee | 8,681 | $1.36M | 0.48% | +373+4.5% | Added |
| WMS Partners, LLC | 8,671 | $1.36M | 0.11% | −144−1.6% | Reduced |
| Chilton Capital Management LLC | 8,668 | $1.36M | 0.07% | +521+6.4% | Added |
| Grace & White Inc | 8,650 | $1.36M | 0.25% | +5,000+137.0% | Added |
| Buckingham Strategic Partners | 8,633 | $1.36M | 0.08% | −231−2.6% | Reduced |
| Advisory Alpha, LLC | 8,629 | $1.36M | 0.07% | +824+10.6% | Added |
| William Blair Investment Management, LLC | 8,627 | $1.36M | 0.00% | +8,627 | New |
| RF&L Wealth Management, LLC | 8,600 | $1.35M | 1.23% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,576 | $1.35M | 0.18% | −152−1.7% | Reduced |
| Winthrop Advisory Group LLC | 8,520 | $1.34M | 0.21% | +234+2.8% | Added |
| Am Investment Strategies LLC | 8,510 | $1.34M | 0.42% | +909+12.0% | Added |
| Brady Family Wealth, LLC | 8,511 | $1.34M | 0.50% | +52+0.6% | Added |
| DT Investment Partners, LLC | 8,361 | $1.33M | 0.15% | −63−0.7% | Reduced |
| Vigilare Wealth Management | 8,426 | $1.32M | 0.76% | −26−0.3% | Reduced |
| Ballast, Inc. | 8,393 | $1.32M | 0.51% | +473+6.0% | Added |
| Chesapeake Wealth Management | 8,387 | $1.32M | 0.52% | +427+5.4% | Added |
| WMG Financial Advisors, LLC | 8,381 | $1.32M | 0.97% | +176+2.1% | Added |
| Advanced Portfolio Management, LLC | 8,369 | $1.32M | 1.20% | +8,369 | New |
| TLWM | 8,325 | $1.31M | 0.38% | +113+1.4% | Added |
| Ahl Investment Management, Inc. | 8,325 | $1.31M | 1.16% | −135−1.6% | Reduced |
| Arcadia Investment Management Corp | 8,312 | $1.31M | 0.26% | −32−0.4% | Reduced |
| River & Mercantile Asset Management LLP | 8,271 | $1.30M | 0.26% | −110−1.3% | Reduced |
| Maven Securities LTD | 8,253 | $1.30M | 0.19% | −4,975−37.6% | Reduced |
| RKL Wealth Management LLC | 8,242 | $1.30M | 0.15% | +6,744+450.2% | Added |