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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 3,700 | $581.6K | 0.34% | +600+19.4% | Added |
| Cypress Wealth Services, LLC | 3,749 | $580.5K | 0.15% | +15+0.4% | Added |
| Wayfinding Financial, LLC | 3,619 | $578.0K | 0.40% | +341+10.4% | Added |
| Fortem Financial Group, LLC | 3,676 | $577.8K | 0.34% | +3,676 | New |
| JJJ Advisors Inc. | 3,667 | $576.3K | 0.16% | +357+10.8% | Added |
| American Trust | 3,665 | $576.1K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 3,664 | $575.9K | 0.37% | −10−0.3% | Reduced |
| Core Wealth Partners LLC | 3,662 | $575.6K | 0.53% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3,657 | $574.8K | 0.13% | +485+15.3% | Added |
| PFS Investments Inc. | 3,655 | $574.0K | 0.01% | +361+11.0% | Added |
| PAX Financial Group, LLC | 3,634 | $571.2K | 0.13% | +206+6.0% | Added |
| United Bank | 3,622 | $569.3K | 0.07% | −100−2.7% | Reduced |
| Ullmann Financial Group, Inc. | 3,621 | $569.1K | 0.11% | +72+2.0% | Added |
| Evergreen Wealth Solutions, LLC | 3,613 | $567.8K | 0.57% | +244+7.2% | Added |
| Retirement Investment Advisors, Inc. | 3,612 | $567.7K | 0.07% | −226−5.9% | Reduced |
| AXS Investments LLC | 3,610 | $567.4K | 0.15% | −532−12.8% | Reduced |
| Private Portfolio Partners LLC | 3,607 | $567.0K | 0.15% | +53+1.5% | Added |
| Winning Points Advisors, LLC | 3,593 | $566.4K | 0.87% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,600 | $565.8K | 0.20% | −200−5.3% | Reduced |
| Slocum, Gordon & Co LLP | 3,595 | $565.1K | 0.48% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,568 | $564.5K | 0.14% | +23+0.6% | Added |
| DGS Capital Management, LLC | 3,583 | $563.2K | 0.28% | +261+7.9% | Added |
| Howland Capital Management LLC | 3,582 | $563.0K | 0.03% | +251+7.5% | Added |
| Sara-Bay Financial | 3,577 | $562.2K | 0.27% | −149−4.0% | Reduced |
| Kelman-Lazarov, Inc. | 3,552 | $558.3K | 0.13% | +187+5.6% | Added |
| Alhambra Investment Partners LLC | 3,552 | $558.3K | 0.37% | +355+11.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 3,550 | $558.0K | 0.17% | +1,319+59.1% | Added |
| Smith, Salley & Associates | 3,545 | $557.3K | 0.04% | +510+16.8% | Added |
| Garrison Asset Management, LLC | 3,545 | $557.2K | 0.33% | −54−1.5% | Reduced |
| Monticello Wealth Management, LLC | 3,541 | $556.6K | 0.06% | +300+9.3% | Added |
| Matisse Capital | 3,539 | $556.3K | 0.35% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,527 | $554.4K | 0.23% | 00.0% | Unchanged |
| Planning Directions Inc | 3,527 | $554.0K | 0.40% | +22+0.6% | Added |
| High Falls Advisors, Inc | 3,524 | $553.9K | 0.16% | +2+0.1% | Added |
| Five Oceans Advisors | 3,511 | $551.9K | 0.36% | −10.0% | Reduced |
| Alta Advisers Ltd | 3,500 | $550.1K | 0.31% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,497 | $549.7K | 0.31% | +3+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 3,486 | $547.9K | 0.13% | −542−13.5% | Reduced |
| E&G Advisors, LP | 3,482 | $547.3K | 0.19% | −600−14.7% | Reduced |
| KWB Wealth | 3,464 | $544.4K | 0.09% | +136+4.1% | Added |
| Buttonwood Financial Advisors Inc. | 3,462 | $544.1K | 0.34% | +2+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 3,462 | $544.1K | 0.12% | +372+12.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,455 | $543.1K | 0.01% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 3,448 | $542.0K | 0.10% | −292−7.8% | Reduced |
| Signature Wealth Management Group | 3,436 | $540.1K | 0.25% | +65+1.9% | Added |
| Fiduciary Alliance LLC | 3,434 | $539.8K | 0.12% | +348+11.3% | Added |
| McGowan Group Asset Management, Inc. | 3,432 | $539.4K | 0.08% | +184+5.7% | Added |
| Capital Counsel LLC | 3,419 | $537.4K | 0.03% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 3,412 | $536.3K | 0.41% | +97+2.9% | Added |
| Peterson Wealth Advisors, LLC | 3,388 | $535.9K | 0.14% | +8+0.2% | Added |
| Eagle Bay Advisors LLC | 3,390 | $532.8K | 0.30% | −81−2.3% | Reduced |
| Boothbay Fund Management, LLC | 3,387 | $532.4K | 0.02% | −117,051−97.2% | Reduced |
| River Street Advisors LLC | 3,366 | $529.0K | 0.50% | −36−1.1% | Reduced |
| Fairhaven Wealth Management, LLC | 3,364 | $528.8K | 0.20% | +3,364 | New |
| Warther Private Wealth, LLC | 3,362 | $528.5K | 0.36% | −444−11.7% | Reduced |
| Semus Wealth Partners LLC | 3,358 | $527.8K | 0.48% | +356+11.9% | Added |
| Selective Wealth Management, Inc. | 3,406 | $527.6K | 0.26% | +3,406 | New |
| BOS Asset Management, LLC | 3,355 | $527.3K | 0.41% | −12−0.4% | Reduced |
| Rosenberg Matthew Hamilton | 3,351 | $526.7K | 0.18% | −100−2.9% | Reduced |
| Lazari Capital Management, Inc. | 3,349 | $526.4K | 0.30% | +3,349 | New |
| FSB Premier Wealth Management, Inc. | 3,341 | $525.1K | 0.29% | +10.0% | Added |
| BIP Wealth, LLC | 3,324 | $522.5K | 0.04% | −1,027−23.6% | Reduced |
| NSI Retail Advisors, LLC | 3,313 | $521.0K | 0.09% | −100−2.9% | Reduced |
| Sepio Capital, LP | 3,307 | $519.8K | 0.04% | +139+4.4% | Added |
| Prelude Capital Management, LLC | 3,301 | $518.9K | 0.04% | +1,665+101.8% | Added |
| Shufro Rose & Co LLC | 3,299 | $518.5K | 0.05% | +200+6.5% | Added |
| Mayfair Advisory Group, LLC | 3,369 | $517.1K | 0.52% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,284 | $516.2K | 0.27% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,282 | $515.8K | 0.06% | +5+0.2% | Added |
| BancFirst Trust & Investment Management | 3,328 | $513.4K | 0.30% | −200−5.7% | Reduced |
| Fort Pitt Capital Group, LLC | 3,263 | $512.8K | 0.02% | −227−6.5% | Reduced |
| Castle Wealth Management LLC | 3,262 | $512.7K | 0.36% | −49−1.5% | Reduced |
| Syverson Strege & Co | 3,261 | $512.6K | 0.22% | −661−16.9% | Reduced |
| Integral Investment Advisors, Inc. | 3,260 | $512.4K | 0.34% | 00.0% | Unchanged |
| Carson Advisory Inc. | 3,259 | $512.3K | 0.43% | +3+0.1% | Added |
| Private Wealth Advisors | 3,246 | $510.1K | 0.21% | −3−0.1% | Reduced |
| Symmetry Investments LP | 3,243 | $509.7K | 0.15% | −9,057−73.6% | Reduced |
| North Star Asset Management Inc | 3,242 | $509.6K | 0.03% | −6−0.2% | Reduced |
| Trinity Financial Advisors LLC | 3,233 | $508.1K | 0.27% | +53+1.7% | Added |
| Hunter Associates Investment Management LLC | 3,235 | $508.0K | 0.10% | +2+0.1% | Added |
| Keystone Wealth Services, LLC | 3,227 | $507.2K | 0.19% | −499−13.4% | Reduced |
| Endurance Wealth Management, Inc. | 3,219 | $506.0K | 0.07% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 3,215 | $505.3K | 0.10% | −64−2.0% | Reduced |
| Ironwood Financial, llc | 3,214 | $505.1K | 0.13% | −122−3.7% | Reduced |
| Burt Wealth Advisors | 3,185 | $500.6K | 0.15% | −29−0.9% | Reduced |
| Walker Financial Services, Inc. | 3,163 | $497.1K | 0.49% | +194+6.5% | Added |
| Alpha Family Trust | 3,160 | $496.7K | 0.35% | 00.0% | Unchanged |
| McRae Capital Management Inc | 3,150 | $495.1K | 0.14% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,144 | $494.2K | 0.05% | −400−11.3% | Reduced |
| James Hambro & Partners | 3,141 | $493.7K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,138 | $493.2K | 0.26% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 3,136 | $493.0K | 0.45% | +39+1.3% | Added |
| Empire Financial Management Company, LLC | 3,132 | $492.3K | 0.20% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,127 | $491.5K | 0.06% | −55−1.7% | Reduced |
| Iowa State Bank | 3,125 | $491.2K | 0.12% | +50+1.6% | Added |
| Redhawk Wealth Advisors, Inc. | 3,118 | $490.0K | 0.15% | +313+11.2% | Added |
| Basepoint Wealth LLC | 3,117 | $489.9K | 0.40% | +7+0.2% | Added |
| Advisors Management Group Inc | 3,111 | $489.0K | 0.15% | +22+0.7% | Added |
| Forte Capital LLC | 3,110 | $488.9K | 0.07% | −400−11.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,113 | $488.9K | 0.21% | −183−5.6% | Reduced |