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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 40,784 | $6.41M | 0.17% | +2,507+6.5% | Added |
| LGT Group Foundation | 40,650 | $6.39M | 0.15% | −42,616−51.2% | Reduced |
| Pinnacle Financial Partners Inc | 40,576 | $6.38M | 0.16% | −697−1.7% | Reduced |
| Coston, McIsaac & Partners | 40,377 | $6.35M | 2.18% | +400+1.0% | Added |
| WESPAC Advisors SoCal, LLC | 40,316 | $6.34M | 2.17% | −200.0% | Reduced |
| Cohen Klingenstein LLC | 40,300 | $6.33M | 0.27% | 00.0% | Unchanged |
| Investment House LLC | 40,107 | $6.30M | 0.47% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $6.29M | 0.91% | 00.0% | Unchanged |
| Nwi Management LP | 40,000 | $6.29M | 1.79% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 39,837 | $6.26M | 0.25% | +23,064+137.5% | Added |
| Balentine LLC | 39,784 | $6.25M | 0.21% | −610−1.5% | Reduced |
| Hixon Zuercher, LLC | 39,342 | $6.18M | 3.11% | +424+1.1% | Added |
| Csenge Advisory Group | 39,340 | $6.18M | 0.41% | −172−0.4% | Reduced |
| First American Trust, FSB | 39,221 | $6.17M | 0.85% | +35,454+941.2% | Added |
| K.J. Harrison & Partners Inc | 38,704 | $6.06M | 1.10% | −10,991−22.1% | Reduced |
| Weik Capital Management | 38,512 | $6.05M | 2.86% | −2,590−6.3% | Reduced |
| SFMG, LLC | 38,415 | $6.04M | 0.62% | −198−0.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 38,001 | $5.97M | 1.38% | −967−2.5% | Reduced |
| Efg Capital International Corp. | 38,001 | $5.97M | 1.38% | +38,001 | New |
| Red Door Wealth Management, LLC | 37,948 | $5.96M | 1.32% | +4,685+14.1% | Added |
| Cornerstone Wealth Management, LLC | 37,928 | $5.96M | 0.53% | +869+2.3% | Added |
| Investment Advisory Services Inc | 37,822 | $5.94M | 2.51% | +960+2.6% | Added |
| Buck Wealth Strategies, LLC | 37,716 | $5.93M | 2.57% | +2,154+6.1% | Added |
| Riverview Capital Advisers, LLC | 37,658 | $5.92M | 2.60% | +43+0.1% | Added |
| Advanced Asset Management Advisors Inc | 37,650 | $5.92M | 1.37% | +10.0% | Added |
| Greenwood Capital Associates LLC | 37,584 | $5.91M | 0.83% | +11,873+46.2% | Added |
| Community Bank & Trust, Waco, Texas | 37,362 | $5.87M | 1.76% | −283−0.8% | Reduced |
| Fragasso Group Inc. | 37,259 | $5.86M | 0.63% | −8,556−18.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 37,227 | $5.85M | 3.21% | −245−0.7% | Reduced |
| Symmetry Partners, LLC | 37,227 | $5.85M | 0.31% | 00.0% | Unchanged |
| Fundamentun, LLC | 37,113 | $5.83M | 0.90% | +757+2.1% | Added |
| Hourglass Capital, LLC | 36,950 | $5.81M | 2.02% | −120−0.3% | Reduced |
| Constitution Capital LLC | 36,854 | $5.79M | 3.30% | +7,982+27.6% | Added |
| Financial & Tax Architects, LLC | 36,851 | $5.79M | 1.79% | −26−0.1% | Reduced |
| Westwood Management Corp | 36,820 | $5.79M | 0.75% | +36,820 | New |
| Pavion Blue Capital, LLC | 36,703 | $5.77M | 3.36% | −258−0.7% | Reduced |
| Cornerstone Wealth Group, LLC | 36,702 | $5.77M | 1.05% | −609−1.6% | Reduced |
| Canal Capital Management, LLC | 36,693 | $5.77M | 1.17% | −1,849−4.8% | Reduced |
| Diversified Trust Co | 36,674 | $5.76M | 0.21% | +1,074+3.0% | Added |
| Phoenix Holdings Ltd. | 36,483 | $5.73M | 0.12% | +14,034+62.5% | Added |
| King Wealth | 36,421 | $5.72M | 1.16% | −204−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 36,394 | $5.72M | 0.51% | +5,594+18.2% | Added |
| Hook Mill Capital Partners, LP | 36,180 | $5.69M | 3.39% | +36,180 | New |
| North Fourth Asset Management, LP | 36,000 | $5.66M | 4.80% | −46,328−56.3% | Reduced |
| Family Management Corp | 35,980 | $5.66M | 1.24% | −576−1.6% | Reduced |
| Berger Financial Group, Inc | 35,868 | $5.64M | 0.64% | −1,067−2.9% | Reduced |
| Bahl & Gaynor Inc | 35,824 | $5.63M | 0.03% | −2,726−7.1% | Reduced |
| First Citizens Bank & Trust Co | 35,640 | $5.60M | 0.10% | +7,315+25.8% | Added |
| Strategy Asset Managers LLC | 35,570 | $5.59M | 1.24% | +3,362+10.4% | Added |
| Trust Co of Vermont | 35,080 | $5.51M | 0.36% | +5,144+17.2% | Added |
| Baugh & Associates, LLC | 34,968 | $5.50M | 3.31% | +490+1.4% | Added |
| Everence Capital Management Inc | 37,380 | $5.49M | 0.45% | 00.0% | Unchanged |
| Moreno Evelyn V | 34,840 | $5.48M | 1.17% | +642+1.9% | Added |
| Grassi Investment Management | 34,707 | $5.46M | 0.60% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 34,624 | $5.44M | 0.52% | −606−1.7% | Reduced |
| Bogart Wealth, LLC | 34,607 | $5.44M | 0.34% | +1,261+3.8% | Added |
| Busey Wealth Management | 34,570 | $5.43M | 0.22% | +460+1.3% | Added |
| Mutual Advisors, LLC | 34,431 | $5.41M | 0.21% | −2,664−7.2% | Reduced |
| Plimoth Trust Co LLC | 34,338 | $5.40M | 1.61% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 34,319 | $5.39M | 0.76% | −831−2.4% | Reduced |
| Old National Bancorp | 34,272 | $5.39M | 0.15% | −13,942−28.9% | Reduced |
| United Capital Management of KS, Inc. | 34,189 | $5.37M | 1.72% | +791+2.4% | Added |
| Conning Inc. | 34,135 | $5.37M | 0.18% | −4,202−11.0% | Reduced |
| Dana Investment Advisors, Inc. | 34,013 | $5.35M | 0.26% | −80,259−70.2% | Reduced |
| Alps Advisors Inc | 34,010 | $5.35M | 0.05% | +1,904+5.9% | Added |
| Meiji Yasuda Life Insurance Co | 33,934 | $5.33M | 0.14% | +551+1.7% | Added |
| Agf Management Ltd | 33,926 | $5.33M | 0.04% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 33,750 | $5.30M | 0.57% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 33,721 | $5.30M | 1.74% | −1,943−5.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 33,698 | $5.30M | 0.69% | −4,955−12.8% | Reduced |
| GQG Partners LLC | 33,254 | $5.23M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 33,178 | $5.21M | 0.31% | +4,098+14.1% | Added |
| IFG Advisory, LLC | 33,101 | $5.20M | 0.46% | +3,377+11.4% | Added |
| Cumberland Partners Ltd | 33,067 | $5.20M | 0.48% | +5,695+20.8% | Added |
| RIA Advisory Group LLC | 33,049 | $5.19M | 2.24% | +2,723+9.0% | Added |
| Baker Chad R | 33,000 | $5.19M | 1.23% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 32,998 | $5.19M | 0.41% | −634−1.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 32,993 | $5.19M | 0.35% | −23,180−41.3% | Reduced |
| Fulton Bank, N.A. | 32,984 | $5.18M | 0.25% | −10,672−24.4% | Reduced |
| Capital Investment Advisors, LLC | 32,880 | $5.17M | 0.16% | −550−1.6% | Reduced |
| Venture Visionary Partners LLC | 32,621 | $5.13M | 0.30% | +276+0.9% | Added |
| L & S Advisors Inc | 32,573 | $5.12M | 0.68% | −692−2.1% | Reduced |
| Tradewinds, LLC. | 32,514 | $5.11M | 3.01% | +653+2.0% | Added |
| Asset Planning Services Inc | 32,475 | $5.10M | 3.14% | −480−1.5% | Reduced |
| Proequities, Inc. | 32,471 | $5.10M | 0.39% | +1,091+3.5% | Added |
| Spinnaker Trust | 32,310 | $5.08M | 0.37% | +473+1.5% | Added |
| GFS Advisors, LLC | 32,195 | $5.06M | 1.12% | 00.0% | Unchanged |
| Twin Capital Management Inc | 32,057 | $5.04M | 0.66% | +13,861+76.2% | Added |
| Opus Investment Management Inc | 32,000 | $5.03M | 1.81% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 31,952 | $5.02M | 0.14% | +1,898+6.3% | Added |
| Asset Dedication, LLC | 31,931 | $5.02M | 0.43% | +1,717+5.7% | Added |
| Raab & Moskowitz Asset Management LLC | 31,815 | $5.00M | 1.71% | +694+2.2% | Added |
| Horrell Capital Management, Inc. | 31,678 | $4.98M | 1.53% | +40.0% | Added |
| Axxcess Wealth Management, LLC | 31,585 | $4.96M | 0.36% | +10,924+52.9% | Added |
| Aaron Wealth Advisors | 31,560 | $4.96M | 0.64% | +237+0.8% | Added |
| Hamilton Point Investment Advisors, LLC | 31,463 | $4.95M | 1.18% | −615−1.9% | Reduced |
| Jacobs & Co | 31,442 | $4.94M | 0.59% | −848−2.6% | Reduced |
| Texas Yale Capital Corp. | 31,367 | $4.93M | 0.23% | −37−0.1% | Reduced |
| Proficio Capital Partners LLC | 31,195 | $4.90M | 0.67% | +198+0.6% | Added |
| Harrell Investment Partners, LLC | 31,178 | $4.90M | 1.66% | +730+2.4% | Added |