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 |
|---|---|---|---|---|---|
| Autumn Glory Partners, LLC | 5,143 | $808.4K | 0.59% | +5,143 | New |
| Canvas Wealth Advisors, LLC | 5,071 | $807.8K | 0.30% | −605−10.7% | Reduced |
| BDO Wealth Advisors, LLC | 5,137 | $807.4K | 0.09% | −15,953−75.6% | Reduced |
| Foundation Resource Management Inc | 5,126 | $806.0K | 0.13% | +33+0.6% | Added |
| San Luis Wealth Advisors LLC | 5,123 | $805.0K | 0.28% | −475−8.5% | Reduced |
| Pflug Koory, LLC | 5,110 | $803.2K | 0.41% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 5,102 | $802.0K | 0.06% | +5,102 | New |
| Old North State Trust, LLC | 5,094 | $801.0K | 0.59% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,092 | $800.4K | 0.18% | +963+23.3% | Added |
| Nova R Wealth, Inc. | 5,088 | $799.7K | 0.54% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,084 | $799.0K | 0.09% | +1,559+44.2% | Added |
| Capital Planning Advisors, LLC | 5,078 | $798.2K | 0.16% | −22−0.4% | Reduced |
| Aureus Asset Management, LLC | 5,076 | $797.9K | 0.06% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,076 | $797.8K | 0.09% | −35−0.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,075 | $797.7K | 0.74% | +157+3.2% | Added |
| Magnus Financial Group LLC | 5,073 | $797.3K | 0.11% | −270−5.1% | Reduced |
| Cahaba Wealth Management, Inc. | 5,072 | $797.3K | 0.09% | −417−7.6% | Reduced |
| Ethic Inc. | 5,040 | $792.1K | 0.03% | +593+13.3% | Added |
| Greenfield Savings Bank | 5,039 | $792.0K | 0.54% | −284−5.3% | Reduced |
| Larson Financial Group LLC | 5,020 | $789.1K | 0.08% | +222+4.6% | Added |
| Curbstone Financial Management Corp | 5,018 | $788.7K | 0.19% | −100−2.0% | Reduced |
| DFPG Investments, LLC | 5,095 | $787.8K | 0.07% | −3,837−43.0% | Reduced |
| Prentice Wealth Management LLC | 5,011 | $787.6K | 0.36% | +611+13.9% | Added |
| DF Dent & Co Inc | 5,011 | $787.6K | 0.01% | −15−0.3% | Reduced |
| St. Louis Trust Co | 5,000 | $785.9K | 0.14% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,998 | $785.5K | 0.09% | +359+7.7% | Added |
| Concord Wealth Partners | 4,995 | $785.2K | 0.17% | +1,501+43.0% | Added |
| Johnson Midwest Financial, LLC | 4,969 | $781.1K | 0.69% | +6+0.1% | Added |
| Crumly & Associates Inc. | 4,965 | $780.4K | 0.31% | −182−3.5% | Reduced |
| Leonteq Securities AG | 4,962 | $779.9K | 0.08% | −7,787−61.1% | Reduced |
| Gleason Group, Inc. | 4,962 | $779.9K | 0.20% | −61−1.2% | Reduced |
| W Advisors, LLC | 4,950 | $778.1K | 0.61% | −10.0% | Reduced |
| RW Investment Management LLC | 4,949 | $777.9K | 0.16% | 00.0% | Unchanged |
| Foster Group, Inc. | 4,938 | $776.1K | 0.05% | −974−16.5% | Reduced |
| Optas, LLC | 4,934 | $775.5K | 0.26% | −68−1.4% | Reduced |
| Journey Strategic Wealth LLC | 4,932 | $775.3K | 0.04% | −835−14.5% | Reduced |
| Callan Capital, LLC | 4,928 | $774.6K | 0.09% | −644−11.6% | Reduced |
| MCF Advisors LLC | 4,904 | $770.8K | 0.07% | −180−3.5% | Reduced |
| Davis R M Inc | 4,862 | $764.0K | 0.02% | −742−13.2% | Reduced |
| Cardiff Park Advisors, LLC | 4,842 | $761.1K | 0.09% | +23+0.5% | Added |
| Perennial Investment Advisors, LLC | 4,841 | $760.9K | 0.14% | −673−12.2% | Reduced |
| Smith Shellnut Wilson LLC | 4,836 | $760.1K | 0.43% | −5−0.1% | Reduced |
| First County Bank | 4,835 | $760.0K | 0.37% | +47+1.0% | Added |
| D'Orazio & Associates, Inc. | 4,829 | $759.1K | 0.18% | −2,273−32.0% | Reduced |
| Cadinha & Co LLC | 4,798 | $754.2K | 0.14% | +869+22.1% | Added |
| Vantage Consulting Group Inc | 4,788 | $752.6K | 0.43% | −788−14.1% | Reduced |
| Syntax Advisors, LLC | 4,788 | $752.6K | 0.61% | −788−14.1% | Reduced |
| Tributary Capital Management, LLC | 4,780 | $751.3K | 0.07% | −1,130−19.1% | Reduced |
| Wealth Effects LLC | 4,777 | $750.8K | 0.33% | −99−2.0% | Reduced |
| Triton Wealth Management, PLLC | 4,690 | $750.4K | 0.42% | −910−16.3% | Reduced |
| Garde Capital, Inc. | 4,774 | $750.0K | 0.06% | +4,000+516.8% | Added |
| Sheets Smith Wealth Management | 4,769 | $749.5K | 0.11% | −24−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 4,754 | $747.2K | 0.07% | −118−2.4% | Reduced |
| ICA Group Wealth Management, LLC | 4,753 | $747.1K | 0.19% | −8,467−64.0% | Reduced |
| Veracity Capital LLC | 4,749 | $746.4K | 0.32% | −153−3.1% | Reduced |
| Augustine Asset Management Inc | 4,739 | $744.9K | 0.34% | +105+2.3% | Added |
| Sustainable Insight Capital Management, LLC | 4,737 | $744.6K | 0.69% | +2,786+142.8% | Added |
| Probity Advisors, Inc. | 4,717 | $741.4K | 0.16% | +4,717 | New |
| Sanders Morris Harris LLC | 4,708 | $740.0K | 0.16% | 00.0% | Unchanged |
| Investors Research Corp | 4,707 | $739.8K | 0.19% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 4,699 | $738.7K | 0.55% | −86−1.8% | Reduced |
| Nilsine Partners, LLC | 4,699 | $738.6K | 0.11% | +169+3.7% | Added |
| Indiana Trust & Investment Management CO | 4,683 | $736.1K | 0.38% | −80−1.7% | Reduced |
| Compass Financial Group, INC | 4,677 | $735.2K | 0.22% | +1,821+63.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,731 | $733.5K | 0.53% | +8+0.2% | Added |
| Camden National Bank | 4,655 | $731.7K | 0.14% | +79+1.7% | Added |
| Aspiriant, LLC | 4,655 | $731.6K | 0.04% | −100−2.1% | Reduced |
| Prostatis Group LLC | 611,020 | $730.7K | 0.34% | +606,735+14,159.5% | Added |
| Wulff, Hansen & Co. | 4,646 | $730.3K | 0.82% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,643 | $729.8K | 0.03% | +3,175+216.3% | Added |
| Evoke Wealth, LLC | 4,636 | $728.7K | 0.03% | +140+3.1% | Added |
| Armstrong Advisory Group, Inc | 4,633 | $728.2K | 0.08% | +126+2.8% | Added |
| Oak Asset Management, LLC | 4,631 | $727.9K | 0.30% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 4,623 | $727.0K | 0.53% | +4,623 | New |
| Asset Management Group, Inc. | 4,617 | $725.7K | 0.15% | +36+0.8% | Added |
| JSF Financial, LLC | 4,602 | $723.3K | 0.26% | +40+0.9% | Added |
| Great Lakes Retirement, Inc. | 4,602 | $723.3K | 0.13% | +95+2.1% | Added |
| Drive Wealth Management, LLC | 4,601 | $723.2K | 0.27% | +409+9.8% | Added |
| Norwood Financial Corp | 4,590 | $721.4K | 1.08% | −350−7.1% | Reduced |
| Richard W. Paul & Associates, LLC | 4,572 | $718.6K | 0.31% | −2,116−31.6% | Reduced |
| Triangle Securities Wealth Management | 4,555 | $715.9K | 0.25% | −155−3.3% | Reduced |
| Hendershot Investments Inc. | 4,541 | $713.8K | 0.12% | −139−3.0% | Reduced |
| Carlson Capital Management | 4,537 | $713.1K | 0.04% | −121−2.6% | Reduced |
| ZWJ Investment Counsel Inc | 4,533 | $712.5K | 0.04% | −204−4.3% | Reduced |
| Fulcrum Equity Management | 4,528 | $711.7K | 0.83% | 00.0% | Unchanged |
| MQS Management LLC | 4,527 | $711.6K | 0.48% | +4,527 | New |
| Eisler Capital (UK) Ltd. | 4,513 | $709.4K | 0.08% | +4,513 | New |
| Zimmermann Investment Management & Planning LLC | 4,510 | $708.9K | 0.33% | +549+13.9% | Added |
| Sabal Trust CO | 4,497 | $706.8K | 0.04% | +940+26.4% | Added |
| Oxinas Partners Wealth Management LLC | 4,492 | $706.0K | 0.46% | −1,241−21.6% | Reduced |
| Viawealth, LLC | 4,490 | $705.6K | 0.53% | −123−2.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,482 | $704.5K | 0.02% | +1,105+32.7% | Added |
| Waycross Investment Management Co | 4,473 | $703.1K | 0.73% | −21−0.5% | Reduced |
| StrategIQ Financial Group, LLC | 4,472 | $703.0K | 0.08% | +154+3.6% | Added |
| Moseley Investment Management Inc | 4,463 | $701.6K | 0.41% | −163−3.5% | Reduced |
| Glassman Wealth Services | 4,461 | $701.3K | 0.11% | −16−0.4% | Reduced |
| Townsend Asset Management Corp | 4,454 | $700.1K | 0.34% | −187−4.0% | Reduced |
| Evanson Asset Management, LLC | 4,453 | $700.0K | 0.07% | +28+0.6% | Added |
| Heck Capital Advisors, LLC | 4,447 | $699.0K | 0.12% | −99−2.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,440 | $697.9K | 0.11% | +1,000+29.1% | Added |