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 |
|---|---|---|---|---|---|
| Watchman Group, Inc. | 3,104 | $487.9K | 0.24% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 3,101 | $487.4K | 0.03% | −20−0.6% | Reduced |
| Revisor Wealth Management LLC | 3,099 | $487.2K | 0.44% | +200+6.9% | Added |
| Arkansas Financial Group, Inc. | 3,096 | $486.6K | 0.10% | −1,617−34.3% | Reduced |
| Center for Financial Planning, Inc. | 3,085 | $484.9K | 0.10% | +75+2.5% | Added |
| Ridgecrest Wealth Partners, LLC | 3,080 | $484.1K | 0.32% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 3,081 | $484.0K | 0.47% | +70+2.3% | Added |
| TFC Financial Management | 3,079 | $484.0K | 0.12% | +117+4.0% | Added |
| One Charles Private Wealth Services, LLC | 3,079 | $484.0K | 0.28% | −47−1.5% | Reduced |
| Accredited Investors Inc. | 3,075 | $483.4K | 0.03% | +53+1.8% | Added |
| Shayne & Co., LLC | 3,074 | $483.2K | 0.25% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 3,071 | $482.7K | 1.14% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,067 | $482.1K | 0.10% | −50−1.6% | Reduced |
| Samalin Investment Counsel, LLC | 3,057 | $480.5K | 0.26% | +9+0.3% | Added |
| Sterling Investment Advisors LLC | 3,050 | $479.4K | 0.31% | +24+0.8% | Added |
| LVZ Advisors, Inc. | 3,046 | $478.7K | 0.07% | −64−2.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,044 | $478.5K | 0.42% | +466+18.1% | Added |
| Verity & Verity, LLC | 3,032 | $476.6K | 0.06% | −3,765−55.4% | Reduced |
| Clay Northam Wealth Management, LLC | 3,031 | $476.4K | 0.45% | −30−1.0% | Reduced |
| Y.D. More Investments Ltd | 3,030 | $476.1K | 0.12% | −963−24.1% | Reduced |
| Relative Value Partners Group, LLC | 3,029 | $476.1K | 0.03% | −279−8.4% | Reduced |
| Trust Co | 3,021 | $474.8K | 0.07% | −4,321−58.9% | Reduced |
| Apella Capital, LLC | 3,020 | $474.7K | 0.03% | +3,020 | New |
| Norris Perne & French LLP | 3,019 | $474.5K | 0.04% | +30+1.0% | Added |
| New England Research & Management, Inc. | 3,016 | $474.0K | 0.27% | −22−0.7% | Reduced |
| Acorn Financial Advisory Services Inc | 3,015 | $473.9K | 0.08% | +61+2.1% | Added |
| Westside Investment Management, Inc. | 3,013 | $473.9K | 0.13% | −174−5.5% | Reduced |
| First Bank & Trust | 3,012 | $473.4K | 0.12% | +22+0.7% | Added |
| Montgomery Investment Management Inc | 3,004 | $472.2K | 0.16% | 00.0% | Unchanged |
| Diversified, LLC | 3,001 | $471.7K | 0.12% | 00.0% | Unchanged |
| Builder Investment Group Inc | 2,994 | $470.7K | 0.18% | −10.0% | Reduced |
| Rather & Kittrell, Inc. | 2,993 | $470.5K | 0.20% | +424+16.5% | Added |
| Aire Advisors, LLC | 2,988 | $469.7K | 0.12% | −26−0.9% | Reduced |
| Wrapmanager Inc | 2,982 | $468.7K | 0.14% | −133−4.3% | Reduced |
| Congress Wealth Management LLC | 2,977 | $467.9K | 0.01% | −304−9.3% | Reduced |
| Aull & Monroe Investment Management Corp | 2,974 | $467.4K | 0.24% | +10.0% | Added |
| Smart Money Group LLC | 2,972 | $467.2K | 0.22% | −19−0.6% | Reduced |
| Wexford Capital LP | 2,972 | $467.1K | 0.09% | +196+7.1% | Added |
| Concord Asset Management, LLC | 2,965 | $466.0K | 0.16% | +355+13.6% | Added |
| Integrated Investment Consultants, LLC | 2,958 | $464.9K | 0.15% | +690+30.4% | Added |
| Lantz Financial LLC | 2,958 | $464.9K | 0.18% | +248+9.2% | Added |
| CNB Bank | 2,953 | $464.2K | 0.27% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,951 | $463.8K | 0.20% | −12−0.4% | Reduced |
| Baldwin Investment Management, LLC | 2,950 | $463.7K | 0.08% | +400+15.7% | Added |
| Grandfield & Dodd, LLC | 2,942 | $462.4K | 0.03% | 00.0% | Unchanged |
| Well Done, LLC | 2,939 | $462.0K | 0.10% | −596−16.9% | Reduced |
| SOA Wealth Advisors, LLC. | 2,937 | $461.6K | 0.11% | +12+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 2,934 | $461.2K | 0.24% | +1,678+133.6% | Added |
| Culbertson A N & Co Inc | 2,932 | $460.9K | 0.09% | −100−3.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 2,928 | $460.0K | 0.10% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,922 | $459.3K | 0.14% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,922 | $459.3K | 0.43% | −55−1.8% | Reduced |
| WealthTrust Axiom LLC | 2,920 | $459.0K | 0.15% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,910 | $457.4K | 0.27% | −237−7.5% | Reduced |
| Royal Capital Wealth Management, LLC | 2,900 | $455.9K | 0.43% | +2+0.1% | Added |
| Legacy Financial Group, Inc. | 2,898 | $455.5K | 0.23% | −71−2.4% | Reduced |
| Traynor Capital Management, Inc. | 2,898 | $455.5K | 0.06% | −168−5.5% | Reduced |
| First City Capital Management, Inc. | 2,893 | $454.7K | 0.27% | −32−1.1% | Reduced |
| Fortis Group Advisors, LLC | 2,893 | $454.7K | 0.12% | +919+46.6% | Added |
| Fusion Capital, LLC | 2,891 | $454.4K | 0.25% | −147−4.8% | Reduced |
| Essential Planning, LLC. | 2,887 | $453.8K | 0.26% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,881 | $452.8K | 0.05% | +716+33.1% | Added |
| SC&H Financial Advisors, Inc. | 2,876 | $452.1K | 0.15% | −16−0.6% | Reduced |
| Bath Savings Trust Co | 2,874 | $451.7K | 0.05% | +150+5.5% | Added |
| Winch Advisory Services, LLC | 2,868 | $451.0K | 0.16% | +94+3.4% | Added |
| First International Bank & Trust | 2,866 | $450.5K | 0.14% | +215+8.1% | Added |
| Calton & Associates, Inc. | 2,863 | $449.9K | 0.21% | −184−6.0% | Reduced |
| Cable Hill Partners, LLC | 2,862 | $449.9K | 0.06% | −144−4.8% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,855 | $448.8K | 0.26% | +6+0.2% | Added |
| Charter Research & Investment Group, Inc. | 2,854 | $448.6K | 0.37% | 00.0% | Unchanged |
| Columbia Asset Management | 2,846 | $447.0K | 0.10% | −624−18.0% | Reduced |
| First National Bank | 2,839 | $446.2K | 0.37% | −33−1.1% | Reduced |
| SkyView Investment Advisors, LLC | 2,832 | $445.0K | 0.11% | −31−1.1% | Reduced |
| CapWealth Advisors, LLC | 2,831 | $444.9K | 0.05% | −48−1.7% | Reduced |
| Clear Street Markets LLC | 2,822 | $444.0K | 0.18% | +593+26.6% | Added |
| LBMC Investment Advisors, LLC | 2,823 | $443.8K | 0.04% | −31−1.1% | Reduced |
| Wedge Capital Management L L P | 2,820 | $443.2K | 0.01% | +2,820 | New |
| Simon Quick Advisors, LLC | 2,816 | $442.6K | 0.04% | +180+6.8% | Added |
| Garrison Point Advisors, LLC | 2,815 | $442.5K | 0.32% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,810 | $441.6K | 0.06% | +8+0.3% | Added |
| Angeles Investment Advisors, LLC | 2,809 | $441.5K | 0.04% | −846−23.1% | Reduced |
| NewEdge Wealth, LLC | 2,800 | $440.0K | 0.01% | −666−19.2% | Reduced |
| GeoWealth Management, LLC | 2,800 | $440.0K | 0.05% | −53−1.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,799 | $439.9K | 0.05% | −4,567−62.0% | Reduced |
| Austin Asset Management Co Inc | 2,785 | $437.7K | 0.12% | −27−1.0% | Reduced |
| Advisory Research Inc | 2,784 | $437.6K | 0.06% | +2,784 | New |
| Hall Laurie J Trustee | 2,780 | $437.0K | 0.17% | −275−9.0% | Reduced |
| Granite FO LLC | 2,773 | $435.9K | 0.30% | −3,050−52.4% | Reduced |
| Addison Advisors LLC | 2,773 | $435.9K | 0.22% | +4+0.1% | Added |
| TRUE Private Wealth Advisors | 2,766 | $434.8K | 0.06% | +167+6.4% | Added |
| CCG Wealth Management, LLC | 2,766 | $434.7K | 0.27% | −76−2.7% | Reduced |
| LVW Advisors, LLC | 2,764 | $434.4K | 0.09% | +13+0.5% | Added |
| First Capital Advisors Group, LLC. | 2,758 | $433.5K | 0.23% | −68−2.4% | Reduced |
| Altus Wealth Group LLC | 2,757 | $433.3K | 0.27% | −96−3.4% | Reduced |
| Atlas Private Wealth Advisors | 2,757 | $433.3K | 0.09% | +2,757 | New |
| Provident Investment Management, Inc. | 2,751 | $432.4K | 0.05% | +172+6.7% | Added |
| Advisory Resource Group | 2,751 | $432.4K | 0.12% | +38+1.4% | Added |
| Global Wealth Strategies & Associates | 2,744 | $431.3K | 0.20% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $430.3K | 0.36% | – | – |
| Howard Financial Services, Ltd. | 2,737 | $430.2K | 0.10% | +27+1.0% | Added |