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 |
|---|---|---|---|---|---|
| RDA Financial Network | 2,736 | $430.0K | 0.18% | +11+0.4% | Added |
| Gateway Wealth Partners, LLC | 2,733 | $429.6K | 0.08% | +128+4.9% | Added |
| Teamwork Financial Advisors, LLC | 2,726 | $428.5K | 0.07% | −98−3.5% | Reduced |
| V2 Financial group LLC | 2,712 | $426.3K | 0.31% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,710 | $426.0K | 0.12% | −32−1.2% | Reduced |
| CWS Financial Advisors, LLC | 2,706 | $425.4K | 0.16% | +6+0.2% | Added |
| Zhang Financial LLC | 2,696 | $423.7K | 0.04% | +68+2.6% | Added |
| Karpas Strategies, LLC | 2,693 | $423.3K | 0.14% | +29+1.1% | Added |
| Breakwater Capital Group | 2,683 | $421.7K | 0.15% | +23+0.9% | Added |
| Horan Securities, Inc. | 2,680 | $421.2K | 0.18% | +45+1.7% | Added |
| Strategic Wealth Designers | 2,671 | $419.9K | 0.07% | +428+19.1% | Added |
| Hardy Reed LLC | 2,671 | $419.8K | 0.07% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,671 | $419.8K | 0.22% | +511+23.7% | Added |
| Wealth Dimensions Group, Ltd. | 2,669 | $419.5K | 0.15% | +10.0% | Added |
| Cobblestone Capital Advisors LLC | 2,664 | $418.7K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,660 | $418.1K | 0.03% | −21−0.8% | Reduced |
| McAdam, LLC | 2,657 | $417.6K | 0.03% | +333+14.3% | Added |
| TFG Advisers LLC | 2,655 | $417.4K | 0.19% | +15+0.6% | Added |
| Jackson Wealth Management, LLC | 2,650 | $417.0K | 0.06% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 2,643 | $415.4K | 0.18% | +78+3.0% | Added |
| Element Wealth, LLC | 2,642 | $415.3K | 0.29% | +861+48.3% | Added |
| New England Capital Financial Advisors LLC | 2,642 | $415.3K | 0.27% | +24+0.9% | Added |
| Spotlight Asset Group, Inc. | 2,642 | $415.3K | 0.37% | −1,274−32.5% | Reduced |
| Meritas Wealth Management, LLC | 2,642 | $415.3K | 0.31% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 2,641 | $415.2K | 0.14% | +117+4.6% | Added |
| SYSTM Wealth Solutions LLC | 2,641 | $415.1K | 0.06% | +567+27.3% | Added |
| German American Bancorp, Inc. | 2,635 | $414.2K | 0.06% | −48−1.8% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,625 | $413.6K | 0.15% | +4+0.2% | Added |
| Bristlecone Advisors, LLC | 2,628 | $413.0K | 0.04% | +200+8.2% | Added |
| Alpha Omega Wealth Management LLC | 2,600 | $408.7K | 0.07% | −111−4.1% | Reduced |
| Banque Pictet & Cie SA | 2,600 | $408.7K | 0.00% | 00.0% | Unchanged |
| Kooman & Associates | 2,600 | $408.7K | 0.20% | +37+1.4% | Added |
| BLB&B Advisors, LLC | 2,577 | $405.1K | 0.03% | −92−3.4% | Reduced |
| Seed Wealth Management, Inc. | 2,575 | $404.7K | 0.43% | 00.0% | Unchanged |
| Biechele Royce Advisors | 2,558 | $403.0K | 0.14% | +311+13.8% | Added |
| Luts & Greenleigh Group, Inc | 2,556 | $401.7K | 0.50% | +78+3.1% | Added |
| Benedetti & Gucer, Inc. | 2,550 | $401.0K | 0.21% | −211−7.6% | Reduced |
| State of Wyoming | 2,546 | $400.2K | 0.12% | +785+44.6% | Added |
| Empirical Asset Management, LLC | 2,544 | $399.9K | 0.35% | −132−4.9% | Reduced |
| Widmann Financial Services, Inc. | 2,542 | $399.6K | 0.38% | +10.0% | Added |
| NorthCrest Asset Manangement, LLC | 2,541 | $399.4K | 0.02% | +199+8.5% | Added |
| Independent Family Office, LLC | 2,540 | $399.2K | 0.24% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,526 | $397.1K | 0.19% | −1,895−42.9% | Reduced |
| Pinnacle Bancorp, Inc. | 2,526 | $397.0K | 0.14% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,522 | $396.4K | 0.01% | +12+0.5% | Added |
| Atom Investors LP | 2,521 | $396.3K | 0.15% | −963−27.6% | Reduced |
| Vicus Capital | 2,520 | $396.2K | 0.04% | +42+1.7% | Added |
| Strategic Investment Solutions, Inc. | 2,685 | $395.8K | 0.08% | −1,122−29.5% | Reduced |
| ABN AMRO Bank N.V. | 2,500 | $395.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2,516 | $395.0K | 0.01% | −170−6.3% | Reduced |
| McLean Asset Management Corp | 2,512 | $394.9K | 0.15% | +19+0.8% | Added |
| Atticus Wealth Management, LLC | 2,511 | $394.6K | 0.15% | −35−1.4% | Reduced |
| Stonebridge Capital Management Inc | 2,500 | $393.0K | 0.18% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,500 | $392.9K | 0.26% | −500−16.7% | Reduced |
| Meixler Investment Management, Ltd. | 2,499 | $392.8K | 0.37% | −716−22.3% | Reduced |
| S&CO Inc | 2,500 | $392.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,471 | $391.1K | 0.19% | 00.0% | Unchanged |
| Curi Capital | 2,487 | $390.9K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,486 | $390.8K | 0.19% | +28+1.1% | Added |
| ERn Financial, LLC | 2,482 | $390.2K | 0.08% | +77+3.2% | Added |
| Founders Capital Management, LLC | 2,480 | $389.8K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,480 | $389.8K | 0.05% | −11−0.4% | Reduced |
| Firethorn Wealth Partners, LLC | 2,466 | $387.6K | 0.29% | +5+0.2% | Added |
| Fortis Advisors, LLC | 2,459 | $386.5K | 0.28% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,458 | $386.3K | 0.22% | +90+3.8% | Added |
| Stephens Consulting, LLC | 2,455 | $385.9K | 0.15% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,454 | $385.7K | 0.06% | +378+18.2% | Added |
| Hartford Funds Management Co LLC | 2,453 | $385.6K | 0.04% | +261+11.9% | Added |
| David J Yvars Group | 2,450 | $385.1K | 0.32% | +10+0.4% | Added |
| Unique Wealth, LLC | 2,446 | $384.5K | 0.17% | +10.0% | Added |
| First Business Financial Services, Inc. | 2,441 | $383.7K | 0.05% | +19+0.8% | Added |
| Stoneridge Investment Partners LLC | 2,434 | $383.0K | 0.17% | −6,353−72.3% | Reduced |
| Ballast Advisors LLC | 2,435 | $382.8K | 0.14% | −31−1.3% | Reduced |
| True Wealth Design, LLC | 2,431 | $382.1K | 0.14% | 00.0% | Unchanged |
| Capital Square, LLC | 2,428 | $381.7K | 0.35% | +2+0.1% | Added |
| Olistico Wealth, LLC | 2,425 | $381.2K | 0.33% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,418 | $380.1K | 0.81% | +579+31.5% | Added |
| Formidable Asset Management, LLC | 2,416 | $380.0K | 0.08% | −66−2.7% | Reduced |
| Levy Wealth Management Group, LLC | 2,416 | $379.7K | 0.11% | +16+0.7% | Added |
| Blossom Wealth Management | 2,413 | $379.3K | 1.39% | +105+4.5% | Added |
| Insight Folios Inc | 2,413 | $379.2K | 0.16% | −27−1.1% | Reduced |
| Revolve Wealth Partners, LLC | 2,406 | $378.2K | 0.09% | +40+1.7% | Added |
| US Asset Management LLC | 2,408 | $378.0K | 0.40% | −221−8.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,404 | $377.9K | 0.18% | +87+3.8% | Added |
| Oakwell Private Wealth Management, LLC | 2,402 | $377.5K | 0.16% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,400 | $377.0K | 0.20% | −60,960−96.2% | Reduced |
| Bank of Nova Scotia Trust Co | 2,397 | $376.8K | 0.04% | +17+0.7% | Added |
| Cross Staff Investments Inc | 2,395 | $376.4K | 0.35% | +10.0% | Added |
| Fiera Capital Corp | 2,394 | $376.3K | 0.00% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,390 | $375.7K | 0.33% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 2,390 | $375.7K | 0.40% | +2,390 | New |
| Sweeney & Michel, LLC | 2,335 | $375.1K | 0.19% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 2,376 | $373.5K | 0.06% | 00.0% | Unchanged |
| Tufton Capital Management | 2,376 | $373.5K | 0.08% | 00.0% | Unchanged |
| Barings LLC | 2,375 | $373.3K | 0.01% | +291+14.0% | Added |
| MPS Loria Financial Planners, LLC | 2,366 | $371.9K | 0.14% | +2+0.1% | Added |
| Demars Financial Group, LLC | 2,364 | $371.5K | 0.21% | −56−2.3% | Reduced |
| 1620 Investment Advisors, Inc. | 2,362 | $371.3K | 0.42% | +35+1.5% | Added |
| Paragon Capital Management LLC | 2,347 | $368.9K | 0.21% | −86−3.5% | Reduced |
| Ambassador Advisors, LLC | 2,288 | $368.8K | 0.09% | −575−20.1% | Reduced |