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 |
|---|---|---|---|---|---|
| Central Trust Co | 186,960 | $29.4M | 0.82% | −4,615−2.4% | Reduced |
| Daiwa Securities Group Inc. | 184,169 | $28.9M | 0.19% | +3,931+2.2% | Added |
| Nicola Wealth Management Ltd. | 183,400 | $28.8M | 2.83% | −9,000−4.7% | Reduced |
| KCM Investment Advisors LLC | 183,273 | $28.8M | 1.16% | +1,377+0.8% | Added |
| Raymond James Trust N.A. | 181,404 | $28.5M | 0.83% | +19,755+12.2% | Added |
| Kestra Advisory Services, LLC | 178,007 | $28.0M | 0.28% | +27,644+18.4% | Added |
| Guggenheim Capital LLC | 177,493 | $27.9M | 0.22% | +31,989+22.0% | Added |
| Absher Wealth Management, LLC | 175,435 | $27.6M | 4.56% | −10,963−5.9% | Reduced |
| Xponance, Inc. | 174,172 | $27.4M | 0.36% | −8,554−4.7% | Reduced |
| Brinker Capital Investments, LLC | 173,749 | $27.3M | 0.29% | −445−0.3% | Reduced |
| Orion Portfolio Solutions, LLC | 173,749 | $27.3M | 0.29% | −445−0.3% | Reduced |
| Advisors Asset Management, Inc. | 173,478 | $27.3M | 0.56% | −10,107−5.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 172,782 | $27.2M | 0.08% | +14,939+9.5% | Added |
| United Services Automobile Association | 172,337 | $27.1M | 0.78% | −338−0.2% | Reduced |
| Willis Investment Counsel | 171,630 | $27.0M | 1.76% | −184−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 169,949 | $26.7M | 0.44% | −8,204−4.6% | Reduced |
| Czech National Bank | 166,042 | $26.1M | 0.59% | +828+0.5% | Added |
| GWM Advisors LLC | 165,581 | $26.0M | 0.29% | +9,187+5.9% | Added |
| First Horizon Advisors, Inc. | 165,174 | $26.0M | 0.90% | +250.0% | Added |
| Welch & Forbes LLC | 165,107 | $26.0M | 0.41% | +1,053+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 164,096 | $25.8M | 0.44% | +1,435+0.9% | Added |
| Farmers & Merchants Investments Inc | 161,659 | $25.4M | 0.96% | +99+0.1% | Added |
| Private Advisor Group, LLC | 160,060 | $25.3M | 0.22% | +7,938+5.2% | Added |
| Oppenheimer & Co Inc | 160,433 | $25.2M | 0.50% | −6,460−3.9% | Reduced |
| Nissay Asset Management Corp | 159,540 | $25.1M | 0.22% | −3,616−2.2% | Reduced |
| Argent Trust Co | 158,570 | $24.9M | 1.35% | +7,247+4.8% | Added |
| Greenwood Gearhart Inc | 158,102 | $24.9M | 2.89% | +12,922+8.9% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,700 | $24.8M | 0.29% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 152,917 | $24.5M | 0.53% | +6,070+4.1% | Added |
| Baader Bank INC | 155,044 | $24.4M | 2.11% | +3,678+2.4% | Added |
| Parallax Volatility Advisers, L.P. | 154,555 | $24.3M | 0.84% | +154,465+171,627.8% | Added |
| Cornerstone Advisors, LLC | 153,200 | $24.1M | 1.15% | −12,200−7.4% | Reduced |
| Banco Santander, S.A. | 153,175 | $24.1M | 0.32% | +63,159+70.2% | Added |
| Gulf International Bank (UK) Ltd | 149,938 | $23.6M | 0.59% | −46,721−23.8% | Reduced |
| Exchange Traded Concepts, LLC | 148,025 | $23.3M | 0.57% | +40,045+37.1% | Added |
| Peapack Gladstone Financial Corp | 147,836 | $23.2M | 0.41% | +1,851+1.3% | Added |
| Quantitative Investment Management, LLC | 147,283 | $23.1M | 2.19% | +79,194+116.3% | Added |
| Country Club Bank | 149,682 | $23.1M | 1.84% | −1,617−1.1% | Reduced |
| Covea Finance | 145,270 | $22.8M | 1.25% | +19,700+15.7% | Added |
| Sequoia Financial Advisors, LLC | 144,660 | $22.7M | 0.39% | +21,083+17.1% | Added |
| Oakworth Capital, Inc. | 144,131 | $22.7M | 1.92% | −22,292−13.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 142,891 | $22.5M | 0.44% | −5,300−3.6% | Reduced |
| Wealthfront Advisers LLC | 142,873 | $22.5M | 0.10% | +283+0.2% | Added |
| Gratus Capital LLC | 142,148 | $22.3M | 1.54% | +29,310+26.0% | Added |
| Bartlett & Co. Wealth Management LLC | 138,986 | $21.8M | 0.38% | +601+0.4% | Added |
| Bartlett & Co. LLC | 138,986 | $21.8M | 0.38% | +601+0.4% | Added |
| South Dakota Investment Council | 138,447 | $21.8M | 0.45% | −7,250−5.0% | Reduced |
| Rockland Trust Co | 136,656 | $21.5M | 1.28% | −892−0.6% | Reduced |
| British Columbia Investment Management Corp | 133,963 | $21.1M | 0.20% | +476+0.4% | Added |
| Brown Advisory Inc | 133,732 | $21.0M | 0.03% | −6,600−4.7% | Reduced |
| Avantax Advisory Services, Inc. | 133,608 | $21.0M | 0.24% | +5,349+4.2% | Added |
| Community Trust & Investment Co | 129,857 | $20.4M | 1.64% | −1,468−1.1% | Reduced |
| Novare Capital Management LLC | 129,534 | $20.4M | 2.19% | −2,074−1.6% | Reduced |
| Norinchukin Bank, The | 129,042 | $20.3M | 0.34% | +21,525+20.0% | Added |
| Prudential PLC | 128,037 | $20.1M | 0.24% | −2,394−1.8% | Reduced |
| GW Henssler & Associates Ltd | 127,048 | $20.0M | 1.31% | +490+0.4% | Added |
| Destination Wealth Management | 126,585 | $19.9M | 0.74% | −2,090−1.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 126,298 | $19.9M | 0.19% | −8,853−6.6% | Reduced |
| Brandywine Global Investment Management, LLC | 126,232 | $19.8M | 0.17% | −243−0.2% | Reduced |
| First National Trust Co | 125,093 | $19.7M | 0.91% | −1,328−1.1% | Reduced |
| Easterly Investment Partners LLC | 124,533 | $19.6M | 1.75% | +4,572+3.8% | Added |
| Pinnacle Associates Ltd | 123,875 | $19.5M | 0.34% | −209−0.2% | Reduced |
| Macquarie Group Ltd | 123,314 | $19.4M | 0.02% | −1,127−0.9% | Reduced |
| Elo Mutual Pension Insurance Co | 122,008 | $19.2M | 0.56% | +2,809+2.4% | Added |
| Capital Investment Counsel, Inc | 120,868 | $19.0M | 3.68% | +7,675+6.8% | Added |
| Synovus Financial Corp | 120,367 | $18.9M | 0.21% | +3,050+2.6% | Added |
| Azimuth Capital Investment Management LLC | 119,094 | $18.7M | 0.89% | −3,839−3.1% | Reduced |
| Meitav Dash Investments Ltd | 120,606 | $18.6M | 0.15% | +55,816+86.1% | Added |
| Lockheed Martin Investment Management Co | 115,872 | $18.2M | 1.05% | +71,370+160.4% | Added |
| Quadrature Capital Ltd | 115,604 | $18.2M | 0.40% | −69,213−37.4% | Reduced |
| Beck Mack & Oliver LLC | 115,356 | $18.1M | 0.47% | −2,275−1.9% | Reduced |
| Securian Asset Management, Inc | 114,362 | $18.0M | 0.46% | −1,748−1.5% | Reduced |
| Jupiter Asset Management Ltd | 114,163 | $17.9M | 0.20% | +114,163 | New |
| BancorpSouth Bank | 113,904 | $17.9M | 1.56% | +820+0.7% | Added |
| Atria Investments LLC | 113,565 | $17.8M | 0.32% | +4,209+3.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 113,338 | $17.8M | 0.09% | +53,087+88.1% | Added |
| Maplelane Capital, LLC | 113,000 | $17.8M | 1.51% | −240,000−68.0% | Reduced |
| Kentucky Retirement Systems | 112,774 | $17.7M | 0.59% | +1,895+1.7% | Added |
| Salem Investment Counselors Inc | 111,455 | $17.5M | 0.64% | −628−0.6% | Reduced |
| Whittier Trust Co | 110,851 | $17.4M | 0.30% | −349−0.3% | Reduced |
| Anchor Capital Advisors LLC | 109,884 | $17.3M | 0.45% | −2,547−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 109,202 | $17.2M | 0.20% | +700+0.6% | Added |
| Maryland State Retirement & Pension System | 109,048 | $17.1M | 0.36% | −3,486−3.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 108,735 | $17.1M | 0.56% | +1,019+0.9% | Added |
| Gotham Asset Management, LLC | 108,017 | $17.0M | 0.37% | +8,435+8.5% | Added |
| iA Global Asset Management Inc. | 107,466 | $16.9M | 0.45% | +107,466 | New |
| Meiji Yasuda Asset Management Co Ltd. | 107,246 | $16.9M | 0.84% | −769−0.7% | Reduced |
| Snowden Capital Advisors LLC | 106,695 | $16.8M | 0.60% | +1,885+1.8% | Added |
| Oppenheimer Asset Management Inc. | 106,178 | $16.7M | 0.25% | −1,312−1.2% | Reduced |
| Washington Trust Co | 106,133 | $16.7M | 0.70% | −233−0.2% | Reduced |
| Northeast Investment Management | 106,021 | $16.7M | 0.94% | −1,509−1.4% | Reduced |
| Lathrop Investment Management Corp | 105,995 | $16.7M | 3.39% | +1,166+1.1% | Added |
| Massmutual Trust Co FSB | 105,938 | $16.7M | 0.60% | +10.0% | Added |
| D.A. Davidson & Co. | 104,951 | $16.5M | 0.17% | −5,222−4.7% | Reduced |
| Edge Capital Group, LLC | 104,670 | $16.5M | 0.94% | +1,898+1.8% | Added |
| Kestra Private Wealth Services, LLC | 104,234 | $16.4M | 0.56% | +6,631+6.8% | Added |
| Core Alternative Capital | 104,191 | $16.4M | 2.40% | −14,930−12.5% | Reduced |
| Worldquant Millennium Advisors LLC | 104,164 | $16.4M | 0.28% | −56,767−35.3% | Reduced |
| Asset Advisors Investment Management, LLC | 103,993 | $16.3M | 2.08% | −2,055−1.9% | Reduced |
| Bollard Group LLC | 103,183 | $16.2M | 0.55% | +740+0.7% | Added |