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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 7,086 | $1.11M | 0.13% | +46+0.7% | Added |
| DeDora Capital, Inc. | 7,074 | $1.11M | 0.43% | −81−1.1% | Reduced |
| Shell Asset Management Co | 7,067 | $1.11M | 0.04% | −5,181−42.3% | Reduced |
| Legacy Capital Group California, Inc. | 7,065 | $1.11M | 0.46% | +924+15.0% | Added |
| Ami Investment Management Inc | 7,039 | $1.11M | 0.49% | −306−4.2% | Reduced |
| Old Mission Investment Co LLC | 7,028 | $1.10M | 0.41% | −165−2.3% | Reduced |
| Eudaimonia Advisors LLC | 7,019 | $1.10M | 0.74% | −64−0.9% | Reduced |
| Sky Investment Group LLC | 7,013 | $1.10M | 0.24% | +135+2.0% | Added |
| Professional Financial Advisors, LLC | 7,003 | $1.10M | 0.57% | +154+2.2% | Added |
| Liberty Capital Management, Inc. | 6,988 | $1.10M | 0.33% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6,988 | $1.10M | 0.09% | −7−0.1% | Reduced |
| X-Square Capital, LLC | 6,986 | $1.10M | 0.74% | −299−4.1% | Reduced |
| Southern Capital Advisors, LLC | 6,979 | $1.10M | 0.84% | +5+0.1% | Added |
| Eudaimonia Partners, LLC | 6,973 | $1.10M | 0.25% | +2,221+46.7% | Added |
| Lokken Investment Group LLC | 6,970 | $1.10M | 0.71% | +714+11.4% | Added |
| Hurlow Wealth Management Group, Inc. | 6,966 | $1.09M | 0.47% | +30.0% | Added |
| Silver Oak Securities, Inc | 6,941 | $1.09M | 0.18% | +763+12.4% | Added |
| United Asset Strategies, Inc. | 6,928 | $1.09M | 0.14% | +2,186+46.1% | Added |
| Atlas Brown,Inc. | 6,916 | $1.09M | 0.48% | −29−0.4% | Reduced |
| Beacon Capital Management, LLC | 6,870 | $1.08M | 0.29% | +122+1.8% | Added |
| Nicolet Bankshares Inc | 6,869 | $1.08M | 0.31% | −126−1.8% | Reduced |
| Lincoln Capital LLC | 6,866 | $1.08M | 0.28% | 00.0% | Unchanged |
| Romano Brothers and Company | 6,854 | $1.08M | 0.16% | −384−5.3% | Reduced |
| Day & Ennis, LLC | 6,838 | $1.07M | 0.41% | −425−5.9% | Reduced |
| Cooper Financial Group | 6,827 | $1.07M | 0.27% | +1,239+22.2% | Added |
| W.H. Cornerstone Investments Inc. | 6,829 | $1.07M | 0.96% | −5,227−43.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,816 | $1.07M | 0.24% | +397+6.2% | Added |
| Fortitude Advisory Group L.L.C. | 6,815 | $1.07M | 0.79% | −319−4.5% | Reduced |
| Summit Financial, LLC | 6,804 | $1.07M | 0.08% | +4,295+171.2% | Added |
| Financial Advisory Group | 6,795 | $1.07M | 0.21% | −45−0.7% | Reduced |
| Towerpoint Wealth, LLC | 6,780 | $1.07M | 0.60% | +88+1.3% | Added |
| Mid-American Wealth Advisory Group, Inc. | 6,871 | $1.07M | 0.83% | +6,871 | New |
| Nikulski Financial, Inc. | 6,772 | $1.06M | 0.44% | +255+3.9% | Added |
| Wilson & Boucher Capital Management, LLC | 6,772 | $1.06M | 0.96% | −4−0.1% | Reduced |
| Saxon Interests, Inc. | 6,766 | $1.06M | 0.57% | +1,941+40.2% | Added |
| White Lighthouse Investment Management Inc. | 6,757 | $1.06M | 0.25% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 6,739 | $1.06M | 0.11% | −195−2.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,730 | $1.06M | 0.46% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6,726 | $1.06M | 0.25% | −4,558−40.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,687 | $1.05M | 0.02% | −170−2.5% | Reduced |
| Certified Advisory Corp | 6,685 | $1.05M | 0.19% | −77−1.1% | Reduced |
| Rice Partnership, LLC | 6,684 | $1.05M | 0.29% | −388−5.5% | Reduced |
| Barr E S & Co | 6,670 | $1.05M | 0.08% | +300+4.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,650 | $1.05M | 0.25% | −182−2.7% | Reduced |
| Ethos Financial Group, LLC | 7,026 | $1.04M | 0.35% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 6,639 | $1.04M | 0.28% | +10.0% | Added |
| Missouri Trust & Investment Co | 6,626 | $1.04M | 0.59% | +504+8.2% | Added |
| Archetype Wealth Partners | 6,610 | $1.04M | 0.20% | +816+14.1% | Added |
| Oxford Financial Group Ltd | 6,605 | $1.04M | 0.10% | +2,978+82.1% | Added |
| Mosaic Family Wealth Partners, LLC | 6,601 | $1.04M | 0.20% | +6+0.1% | Added |
| Eagle Global Advisors LLC | 6,581 | $1.03M | 0.07% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 6,564 | $1.03M | 0.31% | −290−4.2% | Reduced |
| Hartford Financial Management Inc. | 6,554 | $1.03M | 0.25% | −6,278−48.9% | Reduced |
| Everhart Financial Group, Inc. | 6,527 | $1.03M | 0.43% | +300+4.8% | Added |
| Green Square Capital Advisors LLC | 6,523 | $1.03M | 0.13% | +2,910+80.5% | Added |
| Quent Capital, LLC | 6,509 | $1.02M | 0.16% | +100+1.6% | Added |
| Papp L Roy & Associates | 6,496 | $1.02M | 0.13% | +9+0.1% | Added |
| Somerville Kurt F | 6,495 | $1.02M | 0.19% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 6,490 | $1.02M | 0.05% | +314+5.1% | Added |
| Centennial Bank | 6,483 | $1.02M | 0.69% | −722−10.0% | Reduced |
| Raleigh Capital Management Inc. | 6,482 | $1.02M | 0.51% | −1,883−22.5% | Reduced |
| Nwam LLC | 6,476 | $1.02M | 0.08% | +934+16.9% | Added |
| Eaton Financial Holdings Company, LLC | 6,462 | $1.02M | 0.77% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,449 | $1.01M | 0.45% | 00.0% | Unchanged |
| Souders Financial Advisors | 6,413 | $1.01M | 0.19% | +4,928+331.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,399 | $1.01M | 0.49% | −20−0.3% | Reduced |
| Tevis Investment Management | 6,390 | $1.00M | 0.98% | +6+0.1% | Added |
| Next Capital Management LLC | 6,369 | $1.00M | 0.46% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 6,359 | $999.5K | 0.43% | −26−0.4% | Reduced |
| Wealth Management Associates, Inc. | 6,359 | $999.5K | 0.57% | +43+0.7% | Added |
| Renaissance Group LLC | 6,349 | $997.9K | 0.04% | −469−6.9% | Reduced |
| Sound Financial Strategies Group, LLC | 6,348 | $997.8K | 0.73% | −727−10.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,348 | $997.7K | 0.47% | +403+6.8% | Added |
| High Net Worth Advisory Group LLC | 6,327 | $994.6K | 0.39% | −81−1.3% | Reduced |
| Elgethun Capital Management | 6,316 | $992.8K | 0.30% | +251+4.1% | Added |
| Iron Financial, LLC | 6,279 | $986.9K | 0.53% | +126+2.0% | Added |
| Aldebaran Financial Inc. | 6,268 | $985.2K | 1.41% | −623−9.0% | Reduced |
| Coppell Advisory Solutions LLC | 6,385 | $985.1K | 0.29% | +6,385 | New |
| Steel Peak Wealth Management LLC | 6,220 | $977.6K | 0.06% | +94+1.5% | Added |
| Catalyst Financial Partners LLC | 6,217 | $977.2K | 0.35% | +591+10.5% | Added |
| Highland Capital Management, LLC | 6,205 | $975.3K | 0.06% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 6,202 | $974.8K | 0.30% | −744−10.7% | Reduced |
| PFW Advisors LLC | 6,044 | $974.3K | 0.33% | +6,044 | New |
| Security Financial Services, INC. | 6,187 | $972.5K | 0.28% | +188+3.1% | Added |
| Beaton Management Co. Inc. | 6,185 | $972.0K | 0.62% | +10+0.2% | Added |
| Adamsbrown Wealth Consultants LLC | 6,173 | $970.3K | 0.51% | +30.0% | Added |
| Grove Bank & Trust | 6,159 | $968.1K | 0.20% | −30−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 6,150 | $966.6K | 0.17% | −121−1.9% | Reduced |
| Principle Wealth Partners LLC | 6,132 | $963.8K | 0.10% | +520+9.3% | Added |
| Driehaus Capital Management LLC | 6,126 | $962.9K | 0.01% | +6,126 | New |
| Hoylecohen, LLC | 6,105 | $959.6K | 0.08% | +72+1.2% | Added |
| Baker Ellis Asset Management LLC | 6,100 | $958.8K | 0.16% | −39−0.6% | Reduced |
| Fort Point Capital Partners LLC | 6,093 | $957.6K | 0.14% | +1,233+25.4% | Added |
| Willis Johnson & Associates, Inc. | 6,091 | $957.5K | 0.10% | +81+1.3% | Added |
| Strategic Financial Concepts, LLC | 6,074 | $954.8K | 0.35% | +62+1.0% | Added |
| Exencial Wealth Advisors, LLC | 6,067 | $953.6K | 0.04% | +880+17.0% | Added |
| Pin Oak Investment Advisors Inc | 6,066 | $953.0K | 1.06% | −300−4.7% | Reduced |
| Intrua Financial, LLC | 6,053 | $951.5K | 0.17% | +621+11.4% | Added |
| Clare Market Investments LLC | 6,049 | $950.8K | 0.35% | −1,041−14.7% | Reduced |
| KMG Fiduciary Partners, LLC | 6,047 | $950.5K | 0.12% | 00.0% | Unchanged |