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 |
|---|---|---|---|---|---|
| WNY Asset Management, LLC | 4,424 | $695.6K | 0.15% | −262−5.6% | Reduced |
| Wimmer Associates 1, LLC | 4,424 | $695.4K | 0.42% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,420 | $694.8K | 0.02% | +774+21.2% | Added |
| Alliance Wealth Advisors, LLC | 4,420 | $694.7K | 0.26% | +277+6.7% | Added |
| AlphaStar Capital Management, LLC | 4,410 | $693.1K | 0.08% | −50,964−92.0% | Reduced |
| City State Bank | 4,408 | $693.0K | 0.37% | −109−2.4% | Reduced |
| Park Place Capital Corp | 4,408 | $692.9K | 0.20% | +2,383+117.7% | Added |
| Keudell/Morrison Wealth Management | 4,404 | $692.1K | 0.20% | −81−1.8% | Reduced |
| KFA Private Wealth Group, LLC | 4,401 | $691.9K | 0.29% | +17+0.4% | Added |
| Vivaldi Capital Management, LLC | 4,385 | $689.3K | 0.21% | +279+6.8% | Added |
| Ellenbecker Investment Group | 4,383 | $689.0K | 0.17% | +20+0.5% | Added |
| Pure Financial Advisors, Inc. | 4,369 | $686.7K | 0.03% | +68+1.6% | Added |
| Traphagen Investment Advisors LLC | 4,366 | $686.3K | 0.09% | +2,496+133.5% | Added |
| Cladis Investment Advisory, LLC | 4,364 | $685.9K | 0.60% | −299−6.4% | Reduced |
| Bank Hapoalim BM | 4,358 | $685.0K | 0.10% | −825−15.9% | Reduced |
| Morris Retirement Advisors, LLC | 4,350 | $683.7K | 0.47% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 4,636 | $683.6K | 0.27% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,349 | $683.6K | 0.21% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,347 | $683.2K | 0.15% | +1,185+37.5% | Added |
| Colton Groome Financial Advisors, LLC | 4,343 | $682.6K | 0.32% | +1,665+62.2% | Added |
| Hamilton Capital, LLC | 4,342 | $682.5K | 0.05% | +790+22.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,340 | $682.2K | 0.47% | +15+0.3% | Added |
| Marino, Stram & Associates LLC | 4,335 | $681.4K | 0.19% | +94+2.2% | Added |
| Waterfront Wealth Inc. | 4,280 | $680.4K | 0.20% | −797−15.7% | Reduced |
| Howard Capital Management Group, LLC | 4,327 | $680.1K | 0.06% | −181−4.0% | Reduced |
| First Dallas Securities Inc. | 4,306 | $677.0K | 0.38% | +106+2.5% | Added |
| Hanson & Doremus Investment Management | 4,294 | $675.0K | 0.14% | −126−2.9% | Reduced |
| Provence Wealth Management Group | 4,270 | $671.2K | 0.39% | +948+28.5% | Added |
| Apeiron RIA LLC | 4,251 | $668.1K | 0.23% | +120+2.9% | Added |
| SeaBridge Investment Advisors LLC | 4,246 | $667.4K | 0.22% | +4,246 | New |
| Central Bank & Trust Co | 4,242 | $666.7K | 0.11% | −338−7.4% | Reduced |
| Baker Avenue Asset Management, LP | 4,225 | $664.1K | 0.03% | −1,335−24.0% | Reduced |
| Hudock, Inc. | 4,217 | $662.9K | 0.16% | −26−0.6% | Reduced |
| PSI Advisors, LLC | 4,214 | $662.3K | 0.29% | −36−0.8% | Reduced |
| Paragon Capital Management Ltd | 4,181 | $657.3K | 0.14% | −51−1.2% | Reduced |
| Tiemann Investment Advisors, LLC | 4,170 | $655.6K | 0.33% | −110−2.6% | Reduced |
| Blackhawk Capital Partners LLC. | 4,156 | $653.2K | 0.45% | −1,660−28.5% | Reduced |
| Renasant Bank | 4,146 | $651.7K | 0.53% | +2,160+108.8% | Added |
| Aveo Capital Partners, LLC | 4,136 | $650.1K | 0.08% | +198+5.0% | Added |
| Spartan Fund Management Inc. | 4,130 | $649.2K | 0.32% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,121 | $648.0K | 0.10% | 00.0% | Unchanged |
| Derbend Asset Management | 4,120 | $647.6K | 0.44% | +156+3.9% | Added |
| Northern Oak Wealth Management Inc | 4,119 | $647.4K | 0.08% | −55,599−93.1% | Reduced |
| Tectonic Advisors LLC | 4,102 | $644.8K | 0.08% | −3,903−48.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,157 | $642.9K | 0.26% | +4,157 | New |
| Invesco, LLC | 4,086 | $642.3K | 0.32% | +4,086 | New |
| Clarus Group, Inc. | 4,084 | $641.9K | 0.47% | +1,392+51.7% | Added |
| Lewis Capital Management, LLC | 4,075 | $640.6K | 0.92% | +10.0% | Added |
| Concentrum Wealth Management | 4,073 | $640.1K | 0.41% | +1,853+83.5% | Added |
| Main Street Research LLC | 4,070 | $639.8K | 0.10% | +25+0.6% | Added |
| Clearview Wealth Advisors LLC | 4,049 | $636.5K | 0.65% | −5,123−55.9% | Reduced |
| Summit Financial Group Inc | 4,033 | $633.9K | 0.25% | −860−17.6% | Reduced |
| Ninepoint Partners LP | 4,025 | $632.6K | 0.08% | +4,025 | New |
| Arista Wealth Management, LLC | 4,024 | $632.5K | 0.26% | −4−0.1% | Reduced |
| Washington Trust Bank | 3,997 | $628.2K | 0.06% | −212−5.0% | Reduced |
| Crescent Sterling, Ltd. | 3,994 | $627.7K | 0.60% | +402+11.2% | Added |
| O'Rourke & Company, Inc | 3,978 | $625.0K | 0.44% | +103+2.7% | Added |
| Athena Investment Management | 3,967 | $623.6K | 0.43% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 3,966 | $623.4K | 0.68% | +10+0.3% | Added |
| Lee Financial Co | 3,961 | $622.5K | 0.11% | −636−13.8% | Reduced |
| Foster Dykema Cabot & Co Inc | 3,950 | $621.0K | 0.07% | 00.0% | Unchanged |
| Avondale Wealth Management | 3,950 | $620.9K | 0.52% | −150−3.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,946 | $620.3K | 0.07% | +10.0% | Added |
| Excalibur Management Corp | 3,933 | $618.2K | 0.31% | −154−3.8% | Reduced |
| Edgestream Partners, L.P. | 3,926 | $617.1K | 0.06% | −1,578−28.7% | Reduced |
| M Holdings Securities, Inc. | 3,923 | $617.0K | 0.13% | −16,030−80.3% | Reduced |
| Spinnaker Investment Group, LLC | 3,917 | $615.7K | 0.20% | −60−1.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,900 | $613.0K | 0.13% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 3,899 | $612.9K | 0.10% | +26+0.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,899 | $612.8K | 0.00% | +1,008+34.9% | Added |
| NFP Retirement, Inc. | 3,893 | $611.9K | 0.11% | +123+3.3% | Added |
| Truadvice, LLC | 3,818 | $611.8K | 0.22% | −189−4.7% | Reduced |
| Seven Mile Advisory | 3,892 | $611.7K | 0.71% | +3,892 | New |
| Resonate Capital, LLC | 3,889 | $611.3K | 3.96% | +3,889 | New |
| Sound Income Strategies, LLC | 3,886 | $610.7K | 0.06% | +494+14.6% | Added |
| Colonial River Wealth Management, LLC | 3,883 | $610.3K | 0.40% | −725−15.7% | Reduced |
| Stone Point Wealth LLC | 3,879 | $609.7K | 0.25% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 3,860 | $606.8K | 0.14% | +164+4.4% | Added |
| Pacific Sage Partners, LLC | 3,846 | $604.4K | 0.18% | +3+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 3,836 | $603.0K | 0.35% | −356−8.5% | Reduced |
| Sculati Wealth Management, LLC | 3,832 | $602.3K | 0.30% | −284−6.9% | Reduced |
| Wealth Management Partners, LLC | 3,830 | $601.9K | 0.38% | +639+20.0% | Added |
| Verus Capital Partners, LLC | 3,824 | $601.0K | 0.09% | +475+14.2% | Added |
| S.A. Mason LLC | 4,075 | $600.9K | 0.44% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 3,802 | $597.6K | 0.16% | +68+1.8% | Added |
| Middleton & Co Inc | 3,789 | $595.6K | 0.08% | +700+22.7% | Added |
| Grimes & Company, Inc. | 3,789 | $595.6K | 0.02% | −9−0.2% | Reduced |
| Advisor OS, LLC | 3,776 | $593.6K | 0.10% | −14−0.4% | Reduced |
| Titleist Asset Management, LLC | 3,763 | $591.5K | 0.12% | +18+0.5% | Added |
| Vertex Planning Partners, LLC | 3,750 | $589.4K | 0.20% | +61+1.7% | Added |
| Per Stirling Capital Management, LLC. | 3,741 | $588.0K | 0.12% | +51+1.4% | Added |
| Private Wealth Strategies, L.L.C. | 3,736 | $587.2K | 0.14% | −415−10.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,800 | $586.0K | 0.30% | −650−14.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,724 | $585.3K | 0.04% | +1,105+42.2% | Added |
| Royal Harbor Partners, LLC | 3,723 | $585.2K | 0.29% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 3,717 | $584.3K | 0.17% | +4+0.1% | Added |
| BOK Financial Private Wealth, Inc. | 3,709 | $583.0K | 0.05% | −1,315−26.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 3,707 | $582.6K | 0.06% | +73+2.0% | Added |
| Jag Capital Management, LLC | 3,704 | $582.2K | 0.07% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 3,702 | $581.9K | 0.30% | −112−2.9% | Reduced |