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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 70,383 | $11.1M | 1.76% | −1,435−2.0% | Reduced |
| Nemes Rush Group LLC | 69,950 | $11.0M | 1.94% | +69,950 | New |
| Callahan Advisors, LLC | 69,676 | $11.0M | 1.33% | +654+0.9% | Added |
| LMCG Investments, LLC | 69,587 | $10.9M | 0.71% | −16,002−18.7% | Reduced |
| Aptus Capital Advisors, LLC | 69,276 | $10.9M | 0.32% | −3,704−5.1% | Reduced |
| Adviser Investments LLC | 68,834 | $10.8M | 0.24% | +6,489+10.4% | Added |
| Modera Wealth Management, LLC | 68,363 | $10.7M | 0.20% | +60,692+791.2% | Added |
| Farmers Trust Co | 68,156 | $10.7M | 2.29% | −12,180−15.2% | Reduced |
| New Mexico Educational Retirement Board | 68,093 | $10.7M | 0.47% | +2,800+4.3% | Added |
| Whitener Capital Management, Inc. | 68,018 | $10.7M | 4.10% | −796−1.2% | Reduced |
| Buckhead Capital Management LLC | 67,908 | $10.7M | 2.54% | −4,448−6.1% | Reduced |
| Advisory Services Network, LLC | 67,841 | $10.7M | 0.28% | −12,427−15.5% | Reduced |
| Hartline Investment Corp | 67,522 | $10.6M | 1.81% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 67,190 | $10.6M | 0.29% | −2,671−3.8% | Reduced |
| Patten & Patten Inc | 67,141 | $10.6M | 0.87% | +887+1.3% | Added |
| Resources Investment Advisors, LLC. | 66,736 | $10.5M | 0.23% | −20.0% | Reduced |
| Tudor Investment Corp Et Al | 66,681 | $10.5M | 0.17% | +15,218+29.6% | Added |
| LMG Wealth Partners, LLC | 66,651 | $10.5M | 3.21% | +858+1.3% | Added |
| Polar Asset Management Partners Inc. | 66,400 | $10.4M | 0.21% | −39,400−37.2% | Reduced |
| GDS Wealth Management | 65,838 | $10.3M | 1.68% | +1,640+2.6% | Added |
| 1832 Asset Management L.P. | 65,706 | $10.3M | 0.02% | −386,317−85.5% | Reduced |
| Foster & Motley Inc | 65,614 | $10.3M | 0.80% | −376−0.6% | Reduced |
| Rowland & Co Investment Counsel | 65,335 | $10.3M | 2.43% | −137−0.2% | Reduced |
| Mark Stevens | 65,173 | $10.2M | 1.32% | +2,892+4.6% | Added |
| St Germain D J Co Inc | 64,919 | $10.2M | 0.54% | +64,919 | New |
| CCM Investment Advisers LLC | 64,816 | $10.2M | 1.37% | −361−0.6% | Reduced |
| Lazard Asset Management LLC | 64,613 | $10.2M | 0.01% | +55,179+584.9% | Added |
| Allen Investment Management LLC | 64,488 | $10.1M | 0.15% | 00.0% | Unchanged |
| Makena Capital Management LLC | 64,475 | $10.1M | 1.94% | +64,475 | New |
| Winton Group Ltd | 64,400 | $10.1M | 0.85% | +33,989+111.8% | Added |
| Cetera Advisors LLC | 63,874 | $10.0M | 0.16% | −4,552−6.7% | Reduced |
| Marvin & Palmer Associates Inc | 63,697 | $10.0M | 4.51% | −555−0.9% | Reduced |
| City Holding Co | 62,417 | $9.81M | 1.69% | +358+0.6% | Added |
| Tower Bridge Advisors | 62,208 | $9.78M | 0.90% | −2,776−4.3% | Reduced |
| Dorchester Wealth Management Co | 62,090 | $9.76M | 1.98% | −590−0.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 61,950 | $9.74M | 0.73% | +60+0.1% | Added |
| Toroso Investments, LLC | 61,947 | $9.74M | 0.29% | +5,560+9.9% | Added |
| RiverFront Investment Group, LLC | 86,371 | $9.71M | 0.32% | +27,922+47.8% | Added |
| Webster Bank, N. A. | 61,740 | $9.70M | 1.25% | −1,225−1.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 61,309 | $9.64M | 0.39% | −1,855−2.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 61,258 | $9.63M | 0.36% | −1,903−3.0% | Reduced |
| Savant Capital, LLC | 61,186 | $9.62M | 0.15% | +2,956+5.1% | Added |
| Greystone Financial Group, LLC | 61,127 | $9.61M | 2.23% | −216−0.4% | Reduced |
| Metropolitan Life Insurance Co | 61,125 | $9.61M | 0.47% | −1,599−2.5% | Reduced |
| Ziegler Capital Management, LLC | 60,592 | $9.52M | 0.36% | −6,041−9.1% | Reduced |
| Moran Wealth Management, LLC | 60,130 | $9.45M | 0.35% | −5,020−7.7% | Reduced |
| Canal Insurance CO | 60,000 | $9.43M | 2.65% | −20,000−25.0% | Reduced |
| MMBG Investment Advisors Co. | 60,330 | $9.37M | 1.14% | +5,050+9.1% | Added |
| Quantinno Capital Management LP | 59,596 | $9.37M | 0.54% | +4,349+7.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 59,537 | $9.36M | 0.58% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 59,466 | $9.35M | 2.10% | +4,827+8.8% | Added |
| Parkside Investments, LLC | 59,102 | $9.29M | 1.73% | −6,185−9.5% | Reduced |
| Motco | 58,819 | $9.25M | 0.61% | −884−1.5% | Reduced |
| Freemont Management S.A. | 58,600 | $9.21M | 1.16% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 58,504 | $9.20M | 0.12% | +1,558+2.7% | Added |
| Ascent Group, LLC | 57,162 | $9.18M | 1.01% | +7,598+15.3% | Added |
| TownSquare Capital, LLC | 58,175 | $9.14M | 0.17% | +7,963+15.9% | Added |
| Ieq Capital, LLC | 58,021 | $9.12M | 0.18% | +3,932+7.3% | Added |
| Executive Wealth Management, LLC | 57,775 | $9.08M | 0.94% | +1,614+2.9% | Added |
| Level Four Advisory Services, LLC | 57,720 | $9.07M | 0.55% | −656−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 56,179 | $9.06M | 0.53% | +712+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 56,881 | $8.94M | 0.34% | +646+1.1% | Added |
| LS Investment Advisors, LLC | 56,870 | $8.94M | 1.57% | +160.0% | Added |
| Ossiam | 56,160 | $8.83M | 0.16% | +19,386+52.7% | Added |
| Richard C. Young & CO., LTD. | 55,924 | $8.79M | 1.21% | −803−1.4% | Reduced |
| Charter Trust Co | 55,825 | $8.77M | 0.67% | +236+0.4% | Added |
| One Capital Management, LLC | 55,758 | $8.76M | 0.40% | +105+0.2% | Added |
| Monarch Capital Management Inc | 55,749 | $8.76M | 2.66% | −1,616−2.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 55,591 | $8.74M | 2.05% | +392+0.7% | Added |
| Saranac Partners Ltd | 55,579 | $8.74M | 4.69% | +3,295+6.3% | Added |
| VGI Partners Ltd | 55,314 | $8.69M | 1.88% | −37,481−40.4% | Reduced |
| Visionary Wealth Advisors | 55,152 | $8.67M | 0.69% | −270.0% | Reduced |
| Ritholtz Wealth Management | 54,921 | $8.63M | 0.39% | +2,767+5.3% | Added |
| Marble Harbor Investment Counsel, LLC | 54,742 | $8.60M | 1.08% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 54,512 | $8.57M | 2.72% | −1,570−2.8% | Reduced |
| Keb Asset Management, LLC | 54,446 | $8.56M | 3.55% | −110.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 54,437 | $8.56M | 0.12% | +16,335+42.9% | Added |
| Boston Private Wealth LLC | 54,434 | $8.56M | 0.15% | −19,899−26.8% | Reduced |
| Allied Investment Advisors, LLC | 54,341 | $8.54M | 2.47% | +1,862+3.5% | Added |
| American Assets Investment Management, LLC | 54,000 | $8.49M | 0.94% | 00.0% | Unchanged |
| Colonial Trust Advisors | 53,740 | $8.45M | 0.94% | +721+1.4% | Added |
| Physicians Financial Services, Inc. | 53,559 | $8.42M | 3.31% | −91−0.2% | Reduced |
| First American Bank | 53,483 | $8.41M | 0.73% | +692+1.3% | Added |
| Bleakley Financial Group, LLC | 53,456 | $8.40M | 0.26% | +2,792+5.5% | Added |
| Marietta Wealth Management, LLC | 53,411 | $8.40M | 1.58% | +147+0.3% | Added |
| Griffin Asset Management, Inc. | 53,252 | $8.37M | 1.13% | +2,210+4.3% | Added |
| Toth Financial Advisory Corp | 53,053 | $8.34M | 1.21% | +2,185+4.3% | Added |
| Bright Rock Capital Management, LLC | 53,000 | $8.33M | 1.94% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 52,925 | $8.32M | 1.72% | −126−0.2% | Reduced |
| Allworth Financial LP | 52,801 | $8.30M | 0.07% | +5,514+11.7% | Added |
| Gabelli Funds LLC | 52,775 | $8.30M | 0.06% | −450−0.8% | Reduced |
| Schnieders Capital Management LLC | 52,692 | $8.28M | 1.73% | −214−0.4% | Reduced |
| Polar Capital Holdings Plc | 52,444 | $8.24M | 0.06% | 00.0% | Unchanged |
| Woodline Partners LP | 52,092 | $8.19M | 0.10% | +19,781+61.2% | Added |
| Waters Parkerson & Co., LLC | 51,948 | $8.16M | 0.46% | −39−0.1% | Reduced |
| Horizon Investments, LLC | 52,003 | $8.14M | 0.23% | +1,772+3.5% | Added |
| RBF Capital, LLC | 51,774 | $8.14M | 0.51% | 00.0% | Unchanged |
| WS Management LLLP | 51,768 | $8.14M | 1.12% | 00.0% | Unchanged |
| First Manhattan Co | 51,687 | $8.12M | 0.03% | −1,184−2.2% | Reduced |
| Ascent Wealth Partners, LLC | 52,616 | $8.12M | 1.43% | +4,080+8.4% | Added |