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 |
|---|---|---|---|---|---|
| Mattern Capital Management, LLC | 51,661 | $8.12M | 1.32% | +1,255+2.5% | Added |
| Avitas Wealth Management LLC | 51,561 | $8.10M | 1.47% | +350+0.7% | Added |
| Terry L. Blaker | 51,500 | $8.09M | 0.68% | +825+1.6% | Added |
| Verition Fund Management LLC | 51,428 | $8.08M | 0.13% | −43,556−45.9% | Reduced |
| Auxier Asset Management | 51,286 | $8.06M | 1.34% | −190.0% | Reduced |
| Atwater Malick LLC | 51,045 | $8.02M | 3.43% | +380+0.8% | Added |
| Heritage Trust Co | 50,813 | $7.99M | 1.17% | −342−0.7% | Reduced |
| TLW Wealth Management, LLC | 50,682 | $7.97M | 5.74% | −339−0.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 50,350 | $7.91M | 0.59% | +451+0.9% | Added |
| Thoroughbred Financial Services, LLC | 50,337 | $7.91M | 1.04% | +602+1.2% | Added |
| Great Valley Advisor Group, Inc. | 49,990 | $7.86M | 0.33% | +4,374+9.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 49,987 | $7.86M | 2.59% | −29,620−37.2% | Reduced |
| FRG Family Wealth Advisors LLC | 49,969 | $7.85M | 1.72% | +136+0.3% | Added |
| Osborne Partners Capital Management, LLC | 49,791 | $7.83M | 0.56% | −2,662−5.1% | Reduced |
| Burney Co | 49,640 | $7.80M | 0.36% | −1,259−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 49,317 | $7.75M | 0.18% | +8,381+20.5% | Added |
| Ontario Teachers Pension Plan Board | 49,162 | $7.73M | 0.08% | +3,780+8.3% | Added |
| Citizens Financial Group Inc | 48,897 | $7.69M | 0.28% | +32,835+204.4% | Added |
| Associated Banc-Corp | 48,785 | $7.67M | 0.29% | +401+0.8% | Added |
| AIA Group Ltd | 48,750 | $7.66M | 0.37% | +23,511+93.2% | Added |
| Metis Global Partners, LLC | 48,677 | $7.65M | 0.41% | −3,911−7.4% | Reduced |
| Cardinal Capital Management | 48,494 | $7.62M | 1.54% | +436+0.9% | Added |
| Kingsview Wealth Management, LLC | 48,263 | $7.59M | 0.30% | +20,872+76.2% | Added |
| Magellan Asset Management Ltd | 48,203 | $7.58M | 0.07% | −8,202−14.5% | Reduced |
| Pittenger & Anderson Inc | 48,143 | $7.57M | 0.36% | +1,115+2.4% | Added |
| Graham Capital Management, L.P. | 48,137 | $7.57M | 0.26% | −24,014−33.3% | Reduced |
| First Personal Financial Services | 48,111 | $7.56M | 1.88% | +139+0.3% | Added |
| Perfromance Wealth Partners, LLC | 47,816 | $7.56M | 0.35% | +4,715+10.9% | Added |
| Barbara Oil Co. | 48,000 | $7.54M | 3.46% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 47,678 | $7.49M | 0.07% | +4,943+11.6% | Added |
| Bridgecreek Investment Management, LLC | 47,590 | $7.48M | 1.43% | −850−1.8% | Reduced |
| Leavell Investment Management, Inc. | 47,582 | $7.48M | 0.51% | +100+0.2% | Added |
| IHT Wealth Management, LLC | 47,561 | $7.48M | 0.39% | +4,514+10.5% | Added |
| Northwest Bancshares, Inc. | 47,377 | $7.45M | 1.35% | +226+0.5% | Added |
| Legacy Private Trust Co. | 47,291 | $7.43M | 0.61% | −2,499−5.0% | Reduced |
| Meridian Management Co | 47,080 | $7.40M | 2.32% | −675−1.4% | Reduced |
| Boston Research & Management Inc | 46,949 | $7.38M | 2.09% | −122−0.3% | Reduced |
| WoodTrust Financial Corp | 46,445 | $7.30M | 1.35% | −485−1.0% | Reduced |
| V Wealth Advisors LLC | 46,426 | $7.30M | 1.24% | +815+1.8% | Added |
| Summit Global Investments | 46,276 | $7.27M | 0.48% | +14,473+45.5% | Added |
| Bradley Foster & Sargent Inc | 46,235 | $7.27M | 0.15% | +379+0.8% | Added |
| Banque Cantonale Vaudoise | 46,099 | $7.25M | 0.34% | +1,367+3.1% | Added |
| Signaturefd, LLC | 46,075 | $7.24M | 0.18% | +594+1.3% | Added |
| Ostrum Asset Management | 45,972 | $7.23M | 0.61% | −492−1.1% | Reduced |
| O'Brien Greene & Co. Inc | 45,742 | $7.19M | 2.50% | +2,763+6.4% | Added |
| Veritable, L.P. | 45,696 | $7.18M | 0.12% | −815−1.8% | Reduced |
| Shelton Capital Management | 45,440 | $7.14M | 0.26% | +3,500+8.3% | Added |
| JB Capital LLC | 45,417 | $7.14M | 0.60% | +1,441+3.3% | Added |
| Roundview Capital LLC | 45,311 | $7.12M | 0.70% | +110+0.2% | Added |
| Fiduciary Trust Co | 45,195 | $7.10M | 0.13% | −5,653−11.1% | Reduced |
| Chemung Canal Trust Co | 45,136 | $7.09M | 1.52% | −622−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 44,885 | $7.06M | 0.23% | −2,771−5.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 44,879 | $7.05M | 0.88% | −1,276−2.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 44,725 | $7.03M | 0.24% | −138−0.3% | Reduced |
| Covington Investment Advisors Inc. | 44,689 | $7.02M | 1.40% | +40+0.1% | Added |
| Trustmark National Bank Trust Department | 44,662 | $7.02M | 0.65% | +6,047+15.7% | Added |
| Richard Bernstein Advisors LLC | 44,512 | $7.00M | 0.15% | 00.0% | Unchanged |
| United Fire Group Inc | 44,500 | $6.99M | 5.40% | 00.0% | Unchanged |
| Community Bank, N.A. | 44,451 | $6.99M | 0.92% | −2,233−4.8% | Reduced |
| Parallel Advisors, LLC | 44,335 | $6.97M | 0.22% | +917+2.1% | Added |
| Sigma Planning Corp | 44,309 | $6.96M | 0.25% | −9,531−17.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 44,244 | $6.95M | 0.18% | +163+0.4% | Added |
| Empirical Finance, LLC | 44,176 | $6.94M | 0.54% | +4,904+12.5% | Added |
| Greenleaf Trust | 44,055 | $6.92M | 0.07% | −907−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 44,026 | $6.92M | 0.12% | +4,509+11.4% | Added |
| Valeo Financial Advisors, LLC | 43,906 | $6.90M | 0.32% | +1,348+3.2% | Added |
| Laurel Wealth Advisors LLC | 43,875 | $6.90M | 1.39% | −281−0.6% | Reduced |
| Wetherby Asset Management Inc | 43,787 | $6.88M | 0.37% | −1,542−3.4% | Reduced |
| EP Wealth Advisors, LLC | 5,539,353 | $6.88M | 0.11% | +5,532,043+75,677.7% | Added |
| Eagle Asset Management Inc | 43,724 | $6.87M | 0.04% | +3,952+9.9% | Added |
| Coldstream Capital Management Inc | 43,653 | $6.86M | 0.22% | −1,942−4.3% | Reduced |
| Arkadios Wealth Advisors | 43,599 | $6.85M | 0.80% | +2,109+5.1% | Added |
| Caldwell Trust Co | 43,594 | $6.85M | 0.89% | −864−1.9% | Reduced |
| Vinva Investment Management Ltd | 44,351 | $6.84M | 0.60% | −72−0.2% | Reduced |
| Headinvest, LLC | 42,288 | $6.82M | 1.47% | −4,441−9.5% | Reduced |
| Stock Yards Bank & Trust Co | 43,340 | $6.81M | 0.25% | −1,556−3.5% | Reduced |
| Erste Asset Management GmbH | 43,217 | $6.79M | 0.12% | −3,457−7.4% | Reduced |
| Woodstock Corp | 43,196 | $6.79M | 0.80% | +367+0.9% | Added |
| Carret Asset Management, LLC | 43,181 | $6.79M | 0.90% | −1,233−2.8% | Reduced |
| Hayek Kallen Investment Management | 43,082 | $6.77M | 2.88% | +296+0.7% | Added |
| Cypress Capital Group | 42,930 | $6.75M | 0.98% | −364−0.8% | Reduced |
| Assetmark, Inc | 42,730 | $6.72M | 0.03% | +707+1.7% | Added |
| Iyo Bank, Ltd. | 42,540 | $6.69M | 3.47% | 00.0% | Unchanged |
| Sitrin Capital Management LLC | 42,460 | $6.67M | 3.75% | +400+1.0% | Added |
| Veriti Management LLC | 42,456 | $6.67M | 0.74% | +2,102+5.2% | Added |
| Goelzer Investment Management, Inc. | 42,329 | $6.65M | 0.56% | −751−1.7% | Reduced |
| TD Private Client Wealth LLC | 42,183 | $6.63M | 0.29% | −5,451−11.4% | Reduced |
| First Interstate Bank | 42,069 | $6.61M | 0.55% | −1,172−2.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 42,684 | $6.61M | 0.47% | 00.0% | Unchanged |
| Greenline Partners, LLC | 42,021 | $6.60M | 1.24% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 41,937 | $6.59M | 5.44% | −221−0.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 41,824 | $6.57M | 1.87% | −4,394−9.5% | Reduced |
| Apollon Wealth Management, LLC | 41,656 | $6.55M | 0.32% | +15,042+56.5% | Added |
| DuPont Capital Management Corp | 41,583 | $6.54M | 0.32% | +39,326+1,742.4% | Added |
| Addenda Capital Inc. | 41,567 | $6.53M | 0.27% | −160.0% | Reduced |
| Jacobi Capital Management LLC | 41,274 | $6.49M | 0.73% | −4,801−10.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 41,054 | $6.45M | 0.10% | −130.0% | Reduced |
| Park Avenue Securities LLC | 41,046 | $6.45M | 0.10% | +1,170+2.9% | Added |
| Mach-1 Financial Group, Inc. | 41,000 | $6.44M | 2.58% | −7,096−14.8% | Reduced |
| JGP Wealth Management, LLC | 40,868 | $6.42M | 1.05% | +431+1.1% | Added |