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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 101,117 | $15.9M | 0.36% | −3,270−3.1% | Reduced |
| Managed Asset Portfolios, LLC | 101,090 | $15.9M | 2.39% | −40.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 100,969 | $15.9M | 0.58% | 00.0% | Unchanged |
| Independent Advisor Alliance | 100,618 | $15.8M | 0.70% | +364+0.4% | Added |
| SPX Equities Gestao de Recursos Ltda | 100,400 | $15.8M | 0.75% | +100,400 | New |
| Tiaa, FSB | 100,141 | $15.7M | 0.06% | −47,704−32.3% | Reduced |
| Sonora Investment Management Group, LLC | 99,991 | $15.7M | 1.32% | −68−0.1% | Reduced |
| HM Payson & Co | 99,947 | $15.7M | 0.35% | −1,460−1.4% | Reduced |
| Hudson Bay Capital Management LP | 99,864 | $15.7M | 0.16% | +2,399+2.5% | Added |
| Bellecapital International Ltd. | 99,656 | $15.7M | 3.79% | −1,372−1.4% | Reduced |
| Hartford Investment Management Co | 99,304 | $15.6M | 0.59% | −18,759−15.9% | Reduced |
| Bragg Financial Advisors, Inc | 99,123 | $15.6M | 0.86% | +2,315+2.4% | Added |
| Westchester Capital Management, Inc. | 98,931 | $15.5M | 4.33% | −845−0.8% | Reduced |
| Vontobel Holding Ltd. | 98,638 | $15.5M | 0.14% | −4,686−4.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 98,420 | $15.5M | 0.17% | +23,465+31.3% | Added |
| Trexquant Investment LP | 98,329 | $15.5M | 0.41% | +94,288+2,333.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 98,099 | $15.4M | 0.51% | −3,624−3.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 97,555 | $15.3M | 0.73% | +829+0.9% | Added |
| Rafferty Asset Management, LLC | 97,470 | $15.3M | 0.09% | +9,336+10.6% | Added |
| FineMark National Bank & Trust | 97,324 | $15.3M | 0.63% | −675−0.7% | Reduced |
| CV Advisors LLC | 97,134 | $15.3M | 12.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 96,704 | $15.2M | 0.81% | +574+0.6% | Added |
| Gradient Investments LLC | 96,283 | $15.1M | 0.39% | +1,503+1.6% | Added |
| Ofi Invest Asset Management | 96,273 | $15.1M | 0.60% | +96,273 | New |
| Calamos Wealth Management LLC | 96,230 | $15.1M | 1.11% | −1,434−1.5% | Reduced |
| Prospera Financial Services Inc | 93,597 | $14.7M | 0.56% | +6,846+7.9% | Added |
| Pacer Advisors, Inc. | 93,467 | $14.7M | 0.06% | +6,063+6.9% | Added |
| BTC Capital Management, Inc. | 92,776 | $14.7M | 1.59% | −1,948−2.1% | Reduced |
| MAI Capital Management | 93,278 | $14.7M | 0.22% | +5,376+6.1% | Added |
| Sather Financial Group Inc | 93,035 | $14.6M | 1.17% | 00.0% | Unchanged |
| JustInvest LLC | 92,649 | $14.6M | 0.45% | +9,109+10.9% | Added |
| BlueCrest Capital Management Ltd | 92,007 | $14.5M | 1.89% | +92,007 | New |
| Hilton Capital Management, LLC | 91,800 | $14.4M | 1.73% | −1,558−1.7% | Reduced |
| Atwood & Palmer Inc | 91,387 | $14.4M | 1.28% | +3,032+3.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 91,332 | $14.4M | 2.11% | +1,339+1.5% | Added |
| Picton Mahoney Asset Management | 91,312 | $14.4M | 0.70% | +18,927+26.1% | Added |
| Atria Wealth Solutions, Inc. | 91,143 | $14.3M | 0.20% | +1,315+1.5% | Added |
| TCTC Holdings, LLC | 91,042 | $14.3M | 0.57% | −450.0% | Reduced |
| Wesbanco Bank Inc | 90,922 | $14.3M | 0.60% | +316+0.3% | Added |
| HB Wealth Management, LLC | 90,885 | $14.3M | 0.23% | +2,763+3.1% | Added |
| Lido Advisors, LLC | 90,074 | $14.2M | 0.16% | −59,672−39.8% | Reduced |
| Cambridge Trust Co | 89,924 | $14.1M | 0.64% | −568−0.6% | Reduced |
| Janney Capital Management LLC | 89,150 | $14.0M | 0.97% | +462+0.5% | Added |
| Alberta Investment Management Corp | 89,090 | $14.0M | 0.13% | +41,084+85.6% | Added |
| South State Corp. | 88,675 | $13.9M | 1.25% | −2,706−3.0% | Reduced |
| First Nebraska Trust Co | 88,055 | $13.8M | 1.65% | +603+0.7% | Added |
| Advisors Capital Management, LLC | 88,044 | $13.8M | 0.33% | +225+0.3% | Added |
| Louisiana State Employees Retirement System | 86,800 | $13.6M | 0.30% | −4,400−4.8% | Reduced |
| Van Eck Associates Corp | 86,165 | $13.5M | 0.03% | −4,995−5.5% | Reduced |
| Marco Investment Management LLC | 85,623 | $13.5M | 1.45% | −103−0.1% | Reduced |
| Stillwater Capital Advisors, LLC | 85,491 | $13.4M | 2.38% | −370.0% | Reduced |
| Guardian Capital Advisors LP | 86,660 | $13.4M | 1.53% | +811+0.9% | Added |
| ClariVest Asset Management LLC | 85,444 | $13.4M | 0.67% | −15,600−15.4% | Reduced |
| Candriam Luxembourg S.C.A. | 85,082 | $13.4M | 0.10% | −184−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 85,042 | $13.4M | 0.20% | −3,507−4.0% | Reduced |
| Zweig-DiMenna Associates LLC | 84,300 | $13.3M | 1.78% | +45,300+116.2% | Added |
| Moors & Cabot, Inc. | 84,255 | $13.2M | 0.88% | −610−0.7% | Reduced |
| Cutler Investment Counsel LLC | 83,883 | $13.2M | 2.00% | −313−0.4% | Reduced |
| Stonebridge Capital Advisors LLC | 83,425 | $13.1M | 1.39% | −2,892−3.4% | Reduced |
| Parthenon LLC | 81,645 | $12.8M | 1.85% | +150+0.2% | Added |
| Alerus Financial NA | 81,362 | $12.8M | 1.08% | −679−0.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 81,289 | $12.8M | 1.74% | +7,145+9.6% | Added |
| Brookfield Asset Management Inc. | 81,139 | $12.8M | 0.05% | −107,013−56.9% | Reduced |
| Hamel Associates, Inc. | 80,776 | $12.7M | 4.44% | −1,650−2.0% | Reduced |
| Simmons Bank | 80,753 | $12.7M | 1.07% | −12,634−13.5% | Reduced |
| Bridgeway Capital Management, LLC | 79,852 | $12.6M | 0.30% | +60,180+305.9% | Added |
| CBOE Vest Financial, LLC | 80,537 | $12.5M | 1.17% | +9,735+13.7% | Added |
| Invictus Private Wealth, LLC | 79,535 | $12.5M | 1.35% | −7,780−8.9% | Reduced |
| Hantz Financial Services, Inc. | 78,944 | $12.4M | 0.31% | −224−0.3% | Reduced |
| Segment Wealth Management, LLC | 78,637 | $12.4M | 1.27% | −1,376−1.7% | Reduced |
| Tompkins Financial Corp | 78,603 | $12.4M | 1.93% | +4,704+6.4% | Added |
| CSM Advisors, LLC | 78,116 | $12.3M | 0.93% | −2,075−2.6% | Reduced |
| Capital Fund Management S.A. | 77,982 | $12.3M | 0.19% | −256,475−76.7% | Reduced |
| American National Bank | 77,556 | $12.2M | 2.05% | +4,433+6.1% | Added |
| Venturi Wealth Management, LLC | 77,443 | $12.2M | 0.98% | +675+0.9% | Added |
| James Investment Research Inc | 77,167 | $12.1M | 1.55% | −1,014−1.3% | Reduced |
| Franklin Street Advisors Inc | 76,821 | $12.1M | 1.02% | +15,151+24.6% | Added |
| Edge Wealth Management LLC | 76,763 | $12.1M | 2.63% | +1,983+2.7% | Added |
| Lee Danner & Bass Inc | 75,603 | $11.9M | 1.02% | −742−1.0% | Reduced |
| Montag A & Associates Inc | 75,417 | $11.9M | 0.73% | −408−0.5% | Reduced |
| Forbes J M & Co LLP | 75,379 | $11.8M | 1.47% | −9,727−11.4% | Reduced |
| BKD Wealth Advisors, LLC | 75,161 | $11.8M | 0.35% | +2,217+3.0% | Added |
| Lynch & Associates | 75,139 | $11.8M | 3.02% | +961+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 75,051 | $11.8M | 0.28% | +35,637+90.4% | Added |
| Edmond de Rothschild Holding S.A. | 74,764 | $11.8M | 0.23% | −562−0.7% | Reduced |
| Shelter Mutual Insurance Co | 74,372 | $11.7M | 2.84% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 73,785 | $11.6M | 0.39% | +7,935+12.1% | Added |
| Brookstone Capital Management | 75,367 | $11.6M | 0.23% | −239−0.3% | Reduced |
| Fiduciary Group LLC | 73,383 | $11.5M | 1.42% | −2,113−2.8% | Reduced |
| Advisor Partners II, LLC | 73,219 | $11.5M | 0.54% | +1,123+1.6% | Added |
| Brown Brothers Harriman & Co | 73,137 | $11.5M | 0.09% | −4,295−5.5% | Reduced |
| Segall Bryant & Hamill, LLC | 72,963 | $11.5M | 0.12% | −2,445−3.2% | Reduced |
| First National Bank of Omaha | 72,951 | $11.5M | 0.66% | −1,998−2.7% | Reduced |
| Cubist Systematic Strategies, LLC | 72,878 | $11.5M | 0.13% | −231,885−76.1% | Reduced |
| Dodge & Cox | 72,850 | $11.5M | 0.01% | −2,555−3.4% | Reduced |
| SG Americas Securities, LLC | 72,035 | $11.3M | 0.10% | +68,172+1,764.7% | Added |
| Kovitz Investment Group Partners, LLC | 71,584 | $11.3M | 0.17% | −2,002−2.7% | Reduced |
| Mastrapasqua Asset Management Inc | 71,249 | $11.2M | 1.26% | −450−0.6% | Reduced |
| Arvest Trust Co N A | 69,762 | $11.2M | 0.66% | −665−0.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 70,412 | $11.1M | 1.24% | −1,739−2.4% | Reduced |