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 7 sales; 4,426 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
- 2,883
- +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
- 1,213 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 372,944 | $58.6M | 0.27% | −40,968−9.9% | Reduced |
| Gateway Investment Advisers LLC | 371,827 | $58.4M | 0.69% | −8,499−2.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 370,890 | $58.3M | 3.75% | +5,140+1.4% | Added |
| Unigestion Holding SA | 375,174 | $57.9M | 3.35% | −82,090−18.0% | Reduced |
| American International Group, Inc. | 367,309 | $57.7M | 0.35% | +768+0.2% | Added |
| Keybank National Association | 365,933 | $57.5M | 0.26% | −11,640−3.1% | Reduced |
| Factory Mutual Insurance Co | 362,292 | $56.9M | 0.84% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 359,836 | $56.6M | 3.15% | +153,253+74.2% | Added |
| MetLife Investment Management | 356,509 | $56.0M | 0.41% | −5,803−1.6% | Reduced |
| Compass Capital Management, Inc | 350,336 | $55.1M | 3.96% | +5,492+1.6% | Added |
| Shellback Capital, LP | 350,000 | $55.0M | 4.86% | +200,000+133.3% | Added |
| DnB Asset Management AS | 345,281 | $54.3M | 0.31% | +494+0.1% | Added |
| Atalanta Sosnoff Capital, LLC | 337,443 | $53.0M | 1.44% | −7,139−2.1% | Reduced |
| Commerce Bank | 336,639 | $52.9M | 0.40% | +1,494+0.4% | Added |
| Mercer Global Advisors Inc | 336,534 | $52.9M | 0.21% | +110,078+48.6% | Added |
| Glenmede Trust Co NA | 357,075 | $52.7M | 0.30% | 00.0% | Unchanged |
| Wafra Inc. | 334,970 | $52.7M | 1.73% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 331,025 | $52.0M | 0.80% | +18,332+5.9% | Added |
| Saratoga Research & Investment Management | 329,724 | $51.8M | 2.39% | −1,012−0.3% | Reduced |
| Martingale Asset Management L P | 328,636 | $51.7M | 1.01% | −11,584−3.4% | Reduced |
| Scotia Capital Inc. | 326,619 | $51.3M | 0.35% | −46,369−12.4% | Reduced |
| Clark Capital Management Group, Inc. | 325,795 | $51.2M | 0.46% | +8,852+2.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 324,622 | $51.0M | 0.23% | +297,397+1,092.4% | Added |
| Man Group plc | 322,955 | $50.8M | 0.16% | – | – |
| USS Investment Management Ltd | 319,286 | $50.2M | 0.60% | −2,900−0.9% | Reduced |
| Retirement Systems of Alabama | 318,783 | $50.1M | 0.22% | −95,709−23.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 315,115 | $49.5M | 0.49% | +7,289+2.4% | Added |
| Financial Counselors Inc | 314,638 | $49.5M | 1.00% | −864−0.3% | Reduced |
| AE Wealth Management LLC | 303,658 | $47.7M | 0.29% | +11,202+3.8% | Added |
| CWM, LLC | 302,965 | $47.6M | 0.29% | −6,703−2.2% | Reduced |
| Pinebridge Investments, L.P. | 298,272 | $46.9M | 0.51% | −25,357−7.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 294,500 | $46.3M | 0.43% | −22,100−7.0% | Reduced |
| Texas Permanent School Fund | 294,140 | $46.2M | 0.43% | +1,777+0.6% | Added |
| CIBC Private Wealth Group, LLC | 293,610 | $46.1M | 0.10% | −646−0.2% | Reduced |
| Everett Harris & Co | 292,239 | $45.9M | 0.70% | −9,830−3.3% | Reduced |
| TD Waterhouse Canada Inc. | 262,183 | $45.8M | 0.46% | −8,055−3.0% | Reduced |
| AXA S.A. | 289,328 | $45.5M | 0.15% | −329,731−53.3% | Reduced |
| Squarepoint Ops LLC | 287,243 | $45.1M | 0.25% | −764,832−72.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 286,527 | $45.0M | 1.06% | +14,146+5.2% | Added |
| Border to Coast Pensions Partnership Ltd | 284,949 | $44.8M | 1.12% | 00.0% | Unchanged |
| Becker Capital Management Inc | 283,917 | $44.6M | 1.69% | +8,812+3.2% | Added |
| IFM Investors Pty Ltd | 281,618 | $44.3M | 0.58% | +15,272+5.7% | Added |
| KBC Group NV | 273,356 | $43.0M | 0.18% | −22,632−7.6% | Reduced |
| Cresset Asset Management, LLC | 272,690 | $42.9M | 0.30% | +220,779+425.3% | Added |
| Yousif Capital Management, LLC | 267,342 | $42.0M | 0.51% | +2,677+1.0% | Added |
| CIBC World Markets Corp | 263,387 | $41.4M | 0.34% | +178,930+211.9% | Added |
| MML Investors Services, LLC | 263,070 | $41.3M | 0.23% | +16,257+6.6% | Added |
| Voloridge Investment Management, LLC | 261,676 | $41.1M | 0.19% | +244,795+1,450.1% | Added |
| Cetera Advisor Networks LLC | 259,803 | $40.8M | 0.28% | −190.0% | Reduced |
| Tocqueville Asset Management L.P. | 253,527 | $39.8M | 0.71% | −1,106−0.4% | Reduced |
| M&T Bank Corp | 248,666 | $39.1M | 0.15% | −2,424−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 248,520 | $39.0M | 0.08% | −17,037−6.4% | Reduced |
| Fairview Capital Investment Management, LLC | 248,161 | $39.0M | 2.47% | −5,490−2.2% | Reduced |
| Federated Hermes, Inc. | 245,266 | $38.6M | 0.10% | −44,062−15.2% | Reduced |
| Utah Retirement Systems | 244,987 | $38.5M | 0.53% | −8,300−3.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 244,622 | $38.4M | 0.30% | +6,891+2.9% | Added |
| Cinctive Capital Management LP | 243,754 | $38.3M | 1.50% | +79,299+48.2% | Added |
| Seizert Capital Partners, LLC | 243,281 | $38.2M | 2.05% | +1,336+0.6% | Added |
| Meyer Handelman Co | 240,747 | $37.8M | 1.53% | +575+0.2% | Added |
| Glenview Trust Co | 236,772 | $37.2M | 1.02% | +5,615+2.4% | Added |
| Polaris Wealth Advisory Group, LLC | 235,609 | $37.0M | 2.81% | −5,426−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 234,602 | $36.9M | 0.55% | +33,721+16.8% | Added |
| Illinois Municipal Retirement Fund | 234,367 | $36.8M | 0.74% | +53,843+29.8% | Added |
| LSV Asset Management | 233,300 | $36.7M | 0.08% | +115,100+97.4% | Added |
| Davidson Investment Advisors | 232,945 | $36.6M | 2.31% | −18,509−7.4% | Reduced |
| Achmea Investment Management B.V. | 231,739 | $36.4M | 0.77% | +54,192+30.5% | Added |
| Artemis Investment Management LLP | 228,438 | $35.9M | 0.46% | +228,438 | New |
| WestEnd Advisors, LLC | 225,271 | $35.4M | 1.04% | – | – |
| Northwestern Mutual Wealth Management Co | 220,663 | $34.7M | 0.04% | −1080.0% | Reduced |
| Cetera Investment Advisers | 219,918 | $34.6M | 0.29% | −15,296−6.5% | Reduced |
| Country Trust Bank | 217,791 | $34.2M | 0.93% | −6,786−3.0% | Reduced |
| New York Life Investment Management LLC | 217,606 | $34.2M | 0.36% | −21,724−9.1% | Reduced |
| Paralel Advisors LLC | 215,000 | $33.8M | 1.80% | −120,000−35.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 214,105 | $33.6M | 0.44% | −31,820−12.9% | Reduced |
| Mutual of America Capital Management LLC | 212,880 | $33.5M | 0.38% | +4,575+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 211,944 | $33.3M | 0.09% | +31,499+17.5% | Added |
| Element Capital Management LLC | 211,817 | $33.3M | 2.25% | +42,192+24.9% | Added |
| Umb Bank N A | 208,194 | $32.7M | 0.50% | +1,484+0.7% | Added |
| State of Alaska, Department of Revenue | 207,996 | $32.7M | 0.39% | −27,805−11.8% | Reduced |
| Janus Henderson Group PLC | 206,825 | $32.5M | 0.02% | −17,040−7.6% | Reduced |
| Eastern Bank | 206,449 | $32.4M | 1.54% | −1,093−0.5% | Reduced |
| Heritage Investors Management Corp | 206,145 | $32.4M | 1.30% | −5,865−2.8% | Reduced |
| CIBC Asset Management Inc | 205,875 | $32.4M | 0.13% | −2,155−1.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 203,737 | $32.0M | 0.67% | −7,991−3.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 203,581 | $32.0M | 1.33% | +8,600+4.4% | Added |
| Henshaw Capital LLC | 203,085 | $31.9M | 1.83% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 200,511 | $31.5M | 1.87% | +3,351+1.7% | Added |
| Jefferies Financial Group Inc. | 200,192 | $31.5M | 0.67% | +149,435+294.4% | Added |
| Bokf, NA | 199,757 | $31.4M | 0.64% | −1,460−0.7% | Reduced |
| SeaTown Holdings Pte. Ltd. | 199,600 | $31.4M | 4.88% | +124,500+165.8% | Added |
| Bard Financial Services, Inc. | 198,100 | $31.1M | 2.40% | +250+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 197,314 | $31.0M | 0.46% | +14,052+7.7% | Added |
| Vestcor Inc | 193,736 | $30.5M | 1.11% | +20,049+11.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 192,183 | $30.2M | 0.65% | −241,799−55.7% | Reduced |
| Fort Washington Investment Advisors Inc | 191,999 | $30.2M | 0.22% | −130,501−40.5% | Reduced |
| Delta Asset Management LLC | 190,757 | $30.0M | 2.98% | +884+0.5% | Added |
| Kornitzer Capital Management Inc | 190,515 | $29.9M | 0.59% | −2,659−1.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 189,000 | $29.7M | 0.38% | +37,500+24.8% | Added |
| Los Angeles Capital Management LLC | 188,921 | $29.7M | 0.12% | +3,846+2.1% | Added |
| Heritage Wealth Advisors | 187,961 | $29.5M | 1.56% | +1,727+0.9% | Added |