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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 8,223 | $1.29M | 0.06% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 8,213 | $1.29M | 1.39% | −131−1.6% | Reduced |
| Aberdeen Wealth Management LLC | 8,208 | $1.29M | 0.93% | +20.0% | Added |
| Orser Capital Management, LLC | 8,176 | $1.29M | 1.31% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 8,171 | $1.28M | 0.12% | −8,348−50.5% | Reduced |
| Insight Wealth Strategies, LLC | 8,157 | $1.28M | 0.25% | +89+1.1% | Added |
| MKT Advisors LLC | 7,995 | $1.28M | 0.90% | −23−0.3% | Reduced |
| Boston Financial Mangement LLC | 8,133 | $1.28M | 0.05% | +941+13.1% | Added |
| Kingfisher Capital LLC | 8,117 | $1.28M | 0.33% | +246+3.1% | Added |
| Keebeck Wealth Management, LLC | 8,107 | $1.27M | 0.18% | +20.0% | Added |
| Peterson Wealth Services | 8,079 | $1.27M | 0.61% | +114+1.4% | Added |
| Pioneer Trust Bank N A | 8,069 | $1.27M | 0.37% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 8,630 | $1.27M | 0.15% | −2,155−20.0% | Reduced |
| Register Financial Advisors LLC | 8,062 | $1.27M | 0.90% | +91+1.1% | Added |
| Mountain Pacific Investment Advisers Inc | 8,062 | $1.27M | 0.08% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 8,059 | $1.27M | 0.96% | +32+0.4% | Added |
| Trust Co of Toledo NA | 7,999 | $1.26M | 0.21% | −142−1.7% | Reduced |
| Oak Family Advisors, LLC | 7,989 | $1.26M | 0.59% | −1,040−11.5% | Reduced |
| Pitcairn Co | 7,986 | $1.26M | 0.11% | −407−4.8% | Reduced |
| Costello Asset Management, INC | 7,972 | $1.25M | 1.07% | −144−1.8% | Reduced |
| Hollencrest Capital Management | 7,950 | $1.25M | 0.13% | +104+1.3% | Added |
| Adirondack Trust Co | 7,797 | $1.25M | 0.58% | +43+0.6% | Added |
| First Western Trust Bank | 7,919 | $1.24M | 0.06% | −269−3.3% | Reduced |
| Focused Wealth Management, Inc | 7,890 | $1.24M | 0.22% | +30.0% | Added |
| Sage Mountain Advisors LLC | 7,890 | $1.24M | 0.18% | +464+6.2% | Added |
| TBH Global Asset Management, LLC | 7,887 | $1.24M | 0.24% | +658+9.1% | Added |
| WealthPlan Investment Management, LLC | 7,879 | $1.24M | 0.37% | +7,489+1,920.3% | Added |
| FinTrust Capital Advisors, LLC | 8,699 | $1.23M | 0.30% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 7,844 | $1.23M | 0.52% | −840−9.7% | Reduced |
| Disciplined Investments, LLC | 7,828 | $1.23M | 0.66% | +172+2.2% | Added |
| First Command Bank | 7,798 | $1.23M | 0.12% | +50+0.6% | Added |
| First Command Financial Services, Inc. | 7,798 | $1.23M | 0.12% | +50+0.6% | Added |
| Platform Technology Partners | 7,917 | $1.22M | 0.58% | −188−2.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,767 | $1.22M | 0.05% | +324+4.4% | Added |
| Narwhal Capital Management | 7,757 | $1.22M | 0.14% | +341+4.6% | Added |
| Enterprise Financial Services Corp | 7,747 | $1.22M | 0.77% | −187−2.4% | Reduced |
| Investment Partners, Ltd. | 7,745 | $1.22M | 0.63% | −386−4.7% | Reduced |
| Independence Bank of Kentucky | 7,739 | $1.22M | 0.49% | −1,225−13.7% | Reduced |
| Keystone Financial Group | 7,739 | $1.22M | 0.21% | +7,739 | New |
| First Community Trust NA | 7,736 | $1.22M | 1.36% | +78+1.0% | Added |
| Wellington Shields & Co., LLC | 7,717 | $1.21M | 0.29% | −3,501−31.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,686 | $1.21M | 0.22% | −179−2.3% | Reduced |
| GraniteShares Advisors LLC | 7,686 | $1.21M | 1.09% | −208−2.6% | Reduced |
| Donaldson Capital Management, LLC | 7,676 | $1.21M | 0.05% | +741+10.7% | Added |
| Wealthsource Partners, LLC | 7,624 | $1.20M | 0.08% | +258+3.5% | Added |
| Altfest L J & Co Inc | 7,625 | $1.20M | 0.18% | +40+0.5% | Added |
| Pictet & Cie (Europe) SA | 7,600 | $1.19M | 0.04% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 7,597 | $1.19M | 0.83% | −10−0.1% | Reduced |
| Teza Capital Management LLC | 7,594 | $1.19M | 0.19% | −36,963−83.0% | Reduced |
| Cannell Peter B & Co Inc | 7,564 | $1.19M | 0.04% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 7,563 | $1.19M | 0.90% | −331−4.2% | Reduced |
| ISAM Funds (UK) Ltd | 7,562 | $1.19M | 1.06% | +7,562 | New |
| Uncommon Cents Investing LLC | 7,557 | $1.19M | 0.42% | −135−1.8% | Reduced |
| Abner Herrman & Brock LLC | 7,547 | $1.19M | 0.17% | +19+0.3% | Added |
| Compton Wealth Advisory Group, LLC | 7,545 | $1.19M | 0.40% | −202−2.6% | Reduced |
| Tradition Wealth Management, LLC | 7,511 | $1.18M | 0.14% | +244+3.4% | Added |
| Zenyatta Capital Management LP | 7,500 | $1.18M | 0.75% | +7,500 | New |
| Tempus Wealth Planning, LLC | 7,497 | $1.18M | 0.53% | +268+3.7% | Added |
| Retirement Guys Formula LLC | 7,483 | $1.18M | 0.68% | −166−2.2% | Reduced |
| Financial Architects, Inc | 7,482 | $1.18M | 0.18% | +1,436+23.8% | Added |
| Boltwood Capital Management | 7,472 | $1.17M | 0.42% | −635−7.8% | Reduced |
| Retirement Planning Group | 7,470 | $1.17M | 0.12% | +171+2.3% | Added |
| Mairs & Power Inc | 7,457 | $1.17M | 0.01% | −50−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 7,445 | $1.17M | 0.08% | +5+0.1% | Added |
| Sherbrooke Park Advisers LLC | 7,431 | $1.17M | 0.61% | +7,431 | New |
| Atomi Financial Group, Inc. | 7,408 | $1.16M | 0.53% | +924+14.3% | Added |
| Summit Financial Wealth Advisors, LLC | 7,407 | $1.16M | 0.27% | +37+0.5% | Added |
| Qsemble Capital Management, LP | 7,400 | $1.16M | 0.83% | +4,200+131.3% | Added |
| Pecaut & Co. | 7,387 | $1.16M | 0.49% | −68−0.9% | Reduced |
| Shay Capital LLC | 7,375 | $1.16M | 0.41% | −9,875−57.2% | Reduced |
| My Legacy Advisors, LLC | 7,501 | $1.16M | 0.45% | −116−1.5% | Reduced |
| Neville Rodie & Shaw Inc | 7,321 | $1.15M | 0.10% | −350−4.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,292 | $1.15M | 0.28% | −237−3.1% | Reduced |
| Aviance Capital Partners, LLC | 7,289 | $1.15M | 0.24% | +154+2.2% | Added |
| ASB Consultores, LLC | 7,284 | $1.14M | 0.56% | +852+13.2% | Added |
| Fidelis Capital Partners, LLC | 7,283 | $1.14M | 0.42% | +495+7.3% | Added |
| Coastal Bridge Advisors, LLC | 7,282 | $1.14M | 0.28% | +15+0.2% | Added |
| Northwest Wealth Management, LLC | 7,275 | $1.14M | 0.41% | −23−0.3% | Reduced |
| GoalVest Advisory LLC | 7,255 | $1.14M | 0.59% | +291+4.2% | Added |
| Valley Brook Capital Group | 7,251 | $1.14M | 1.05% | −299−4.0% | Reduced |
| Inlet Private Wealth, LLC | 7,250 | $1.14M | 0.29% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,241 | $1.14M | 0.77% | +1,023+16.5% | Added |
| Strategic Advisors LLC | 7,224 | $1.14M | 0.22% | −1,032−12.5% | Reduced |
| Proffitt & Goodson Inc | 7,221 | $1.13M | 0.22% | −450−5.9% | Reduced |
| Legacy Financial Advisors, Inc. | 7,214 | $1.13M | 0.21% | +166+2.4% | Added |
| Farmers National Bank | 7,213 | $1.13M | 0.39% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 7,211 | $1.13M | 0.79% | −25−0.3% | Reduced |
| Crestwood Advisors Group LLC | 7,208 | $1.13M | 0.04% | +3,067+74.1% | Added |
| Woodward Diversified Capital, LLC | 7,192 | $1.13M | 0.85% | −205−2.8% | Reduced |
| Corundum Group, Inc. | 7,157 | $1.12M | 0.56% | +15+0.2% | Added |
| KFG Wealth Management, LLC | 7,156 | $1.12M | 0.66% | +1,946+37.4% | Added |
| Boston Family Office LLC | 7,149 | $1.12M | 0.09% | −200−2.7% | Reduced |
| Meeder Asset Management Inc | 7,151 | $1.12M | 0.08% | +2,414+51.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,133 | $1.12M | 0.30% | −63−0.9% | Reduced |
| First National Bank of Hutchinson | 7,128 | $1.12M | 0.82% | +159+2.3% | Added |
| Financial Partners Group, LLC | 7,125 | $1.12M | 0.56% | +453+6.8% | Added |
| Financial Insights, Inc. | 7,122 | $1.12M | 0.41% | +1,244+21.2% | Added |
| Heartland Bank & Trust Co | 7,096 | $1.12M | 0.87% | −558−7.3% | Reduced |
| Landmark Financial Advisors, LLC | 7,090 | $1.11M | 0.46% | −195−2.7% | Reduced |
| Holderness Investments Co | 7,087 | $1.11M | 0.41% | +725+11.4% | Added |