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 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 6,045 | $950.1K | 1.01% | +3,498+137.3% | Added |
| Chicago Trust Co NA | 6,042 | $949.7K | 0.23% | +125+2.1% | Added |
| Abn Amro Investment Solutions | 6,036 | $948.7K | 0.02% | −486−7.5% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,036 | $948.7K | 0.40% | −429−6.6% | Reduced |
| Oxbow Advisors, LLC | 6,032 | $948.1K | 0.15% | +135+2.3% | Added |
| Syntegra Private Wealth Group, LLC | 6,005 | $943.9K | 0.14% | −5,250−46.6% | Reduced |
| MEMBERS Trust Co | 6,003 | $943.6K | 0.03% | +6,003 | New |
| Insight Advisors, LLC | 6,003 | $943.5K | 0.21% | −513−7.9% | Reduced |
| Coastal Investment Advisors, Inc. | 5,992 | $941.8K | 0.21% | +40+0.7% | Added |
| Verdence Capital Advisors LLC | 5,976 | $939.2K | 0.11% | +65+1.1% | Added |
| Columbus Macro, LLC | 5,973 | $934.2K | 0.37% | +770+14.8% | Added |
| TCI Wealth Advisors, Inc. | 5,940 | $933.7K | 0.12% | −23−0.4% | Reduced |
| Simplicity Wealth,LLC | 5,936 | $933.0K | 0.58% | +452+8.2% | Added |
| Coastline Trust Co | 5,935 | $932.9K | 0.13% | +462+8.4% | Added |
| Merriman Wealth Management, LLC | 5,921 | $930.7K | 0.05% | −10−0.2% | Reduced |
| Founders Financial Alliance, LLC | 5,917 | $930.0K | 0.37% | +1,407+31.2% | Added |
| Southeast Asset Advisors Inc. | 5,914 | $929.6K | 0.13% | −73−1.2% | Reduced |
| Dillon & Associates Inc | 5,913 | $928.0K | 0.17% | −400−6.3% | Reduced |
| Strait & Sound Wealth Management LLC | 5,898 | $927.1K | 0.92% | −1,134−16.1% | Reduced |
| Harvest Volatility Management LLC | 5,892 | $926.1K | 0.19% | +127+2.2% | Added |
| General Partner, Inc. | 5,887 | $925.3K | 0.77% | 00.0% | Unchanged |
| Peterson Wealth Management | 5,866 | $921.9K | 0.73% | +370+6.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,946 | $921.0K | 0.02% | −19,190−76.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,855 | $920.8K | 0.07% | −401−6.4% | Reduced |
| Benin Management CORP | 5,840 | $917.9K | 0.33% | +24+0.4% | Added |
| Sunburst Financial Group, LLC | 5,836 | $917.3K | 0.32% | +83+1.4% | Added |
| IVC Wealth Advisors LLC | 5,831 | $916.5K | 0.58% | +5,831 | New |
| Biltmore Family Office, LLC | 5,824 | $915.3K | 0.19% | +246+4.4% | Added |
| Resolute Wealth Strategies, LLC | 5,820 | $914.7K | 0.71% | +140+2.5% | Added |
| Americana Partners, LLC | 5,807 | $912.8K | 0.12% | +90+1.6% | Added |
| Rosenbaum Jay D. | 5,800 | $911.6K | 1.46% | +462+8.7% | Added |
| Wealthspan Partners, LLC | 5,789 | $909.9K | 0.72% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,771 | $907.1K | 0.22% | +178+3.2% | Added |
| Red Wave Investments LLC | 5,755 | $904.6K | 0.37% | −37−0.6% | Reduced |
| Byrne Asset Management LLC | 5,749 | $904.0K | 0.59% | −1,462−20.3% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,753 | $904.0K | 0.65% | −289−4.8% | Reduced |
| IMS Capital Management | 5,748 | $903.4K | 0.50% | +14+0.2% | Added |
| Icon Wealth Partners, LLC | 5,744 | $902.9K | 0.10% | −2,217−27.8% | Reduced |
| Bill Few Associates, Inc. | 5,742 | $902.6K | 0.47% | −229−3.8% | Reduced |
| TFB Advisors LLC | 5,736 | $901.6K | 0.39% | +4,290+296.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,727 | $900.1K | 0.42% | +54+1.0% | Added |
| Cyrus J. Lawrence, LLC | 5,720 | $899.0K | 0.26% | −25−0.4% | Reduced |
| Avestar Capital, LLC | 5,713 | $898.0K | 0.16% | +511+9.8% | Added |
| Prudent Man Advisors, LLC | 5,691 | $895.0K | 0.34% | −109−1.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,690 | $894.3K | 0.09% | −825−12.7% | Reduced |
| Valley National Advisers Inc | 5,662 | $891.0K | 0.15% | −175−3.0% | Reduced |
| Helen Stephens Group, LLC | 5,667 | $890.8K | 0.45% | +42+0.7% | Added |
| Financial Partners Group, Inc | 5,609 | $888.1K | 0.18% | −612−9.8% | Reduced |
| Personal Cfo Solutions, LLC | 5,643 | $887.0K | 0.18% | +200+3.7% | Added |
| Great Diamond Partners, LLC | 5,633 | $885.4K | 0.23% | +89+1.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,615 | $882.6K | 0.12% | −251−4.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,601 | $880.4K | 1.22% | 00.0% | Unchanged |
| Etfidea, LLC | 5,599 | $880.1K | 0.36% | 00.0% | Unchanged |
| Bridgeworth, LLC | 5,560 | $873.9K | 0.10% | +264+5.0% | Added |
| Fukoku Mutual Life Insurance Co | 5,559 | $873.8K | 0.08% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 5,557 | $873.4K | 0.31% | −2,214−28.5% | Reduced |
| Solstein Capital, LLC | 5,547 | $871.9K | 0.73% | +296+5.6% | Added |
| LexAurum Advisors, LLC | 5,530 | $869.2K | 0.26% | +89+1.6% | Added |
| Laraway Financial Inc | 5,528 | $868.8K | 0.86% | −397−6.7% | Reduced |
| Sentry Investment Management LLC | 5,517 | $867.0K | 0.33% | −828−13.0% | Reduced |
| Chapin Davis, Inc. | 5,513 | $866.6K | 0.41% | +80+1.5% | Added |
| REDW Wealth LLC | 5,482 | $861.7K | 0.26% | −2,106−27.8% | Reduced |
| IPG Investment Advisors LLC | 5,470 | $859.8K | 0.19% | −389−6.6% | Reduced |
| Atlas Capital Advisors LLC | 5,468 | $859.5K | 0.13% | 00.0% | Unchanged |
| Stableford Capital II LLC | 5,359 | $858.8K | 0.38% | +5,359 | New |
| Austin Private Wealth, LLC | 5,459 | $858.0K | 0.12% | +214+4.1% | Added |
| Mission Creek Capital Partners, Inc. | 5,459 | $858.0K | 0.28% | +218+4.2% | Added |
| Private Wealth Partners, LLC | 5,432 | $853.8K | 0.08% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 5,384 | $851.3K | 0.29% | −41−0.8% | Reduced |
| Strong Tower Advisory Services | 5,414 | $851.1K | 0.40% | +190+3.6% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 5,405 | $849.6K | 0.82% | +424+8.5% | Added |
| Massachusetts Wealth Management | 5,401 | $848.9K | 0.81% | +750+16.1% | Added |
| Capital Management Associates | 5,400 | $848.8K | 1.25% | +2,000+58.8% | Added |
| PDS Planning, Inc | 5,397 | $848.3K | 0.11% | +261+5.1% | Added |
| First National Bank of South Miami | 5,376 | $845.0K | 0.68% | −244−4.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,371 | $844.2K | 0.09% | −307−5.4% | Reduced |
| Annex Advisory Services, LLC | 5,359 | $842.4K | 0.05% | +98+1.9% | Added |
| Sugarloaf Wealth Management, LLC | 5,359 | $842.4K | 0.20% | +224+4.4% | Added |
| MBL Wealth, LLC | 5,345 | $840.1K | 0.12% | +1,689+46.2% | Added |
| Eagle Rock Investment Company, LLC | 5,419 | $839.1K | 0.18% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,321 | $836.3K | 0.06% | +10.0% | Added |
| MJP Associates Inc | 5,306 | $834.1K | 0.28% | −105−1.9% | Reduced |
| N.E.W. Advisory Services LLC | 5,302 | $833.3K | 0.12% | +231+4.6% | Added |
| Abbot Financial Management, Inc. | 5,297 | $832.6K | 0.53% | −300−5.4% | Reduced |
| Allstate Corp | 5,284 | $830.5K | 0.05% | 00.0% | Unchanged |
| Gould Asset Management LLC | 5,281 | $830.1K | 0.23% | −10−0.2% | Reduced |
| Cowa, LLC | 5,275 | $829.2K | 0.55% | −72,735−93.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,266 | $828.0K | 0.05% | +52+1.0% | Added |
| Cornerstone Advisory, LLC | 5,265 | $827.6K | 0.15% | −634−10.7% | Reduced |
| LCNB Corp | 5,264 | $827.4K | 0.35% | −14−0.3% | Reduced |
| TD Capital Management LLC | 5,260 | $826.8K | 0.10% | −2,977−36.1% | Reduced |
| 626 Financial, LLC | 5,246 | $824.5K | 0.53% | −467−8.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,243 | $824.0K | 0.24% | −130−2.4% | Reduced |
| S.E.E.D. Planning Group LLC | 5,242 | $823.9K | 0.29% | +30+0.6% | Added |
| Fluent Financial, LLC | 5,231 | $822.2K | 0.53% | +5,231 | New |
| Boston Trust Walden Corp | 5,210 | $818.9K | 0.01% | +326+6.7% | Added |
| Sterneck Capital Management, LLC | 5,205 | $818.1K | 0.50% | 00.0% | Unchanged |
| Mainsail Financial Group, LLC | 5,188 | $815.5K | 0.76% | −319−5.8% | Reduced |
| Arnhold LLC | 5,184 | $814.8K | 0.09% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 5,153 | $809.9K | 0.22% | +347+7.2% | Added |