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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 30,922 | $4.89M | 0.50% | +3,605+13.2% | Added |
| Signet Investment Advisory Group, Inc. | 30,803 | $4.84M | 3.20% | −239−0.8% | Reduced |
| Moody National Bank Trust Division | 30,654 | $4.82M | 0.33% | +295+1.0% | Added |
| Keeler Thomas Management LLC | 30,632 | $4.81M | 1.94% | −1,872−5.8% | Reduced |
| Ci Investments Inc. | 30,623 | $4.81M | 0.02% | +2,136+7.5% | Added |
| Empowered Funds, LLC | 30,517 | $4.80M | 0.17% | +4,882+19.0% | Added |
| EA Series Trust | 30,517 | $4.80M | 0.17% | +30,517 | New |
| Consolidated Planning Corp | 30,438 | $4.78M | 1.01% | +2,319+8.2% | Added |
| Field & Main Bank | 30,325 | $4.77M | 2.66% | −166−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,304 | $4.76M | 0.18% | +1,066+3.6% | Added |
| Summit Financial Strategies, Inc. | 30,299 | $4.76M | 0.89% | +22,412+284.2% | Added |
| Beverly Hills Private Wealth, LLC | 30,020 | $4.75M | 0.78% | +14,032+87.8% | Added |
| New England Asset Management Inc | 30,175 | $4.74M | 0.69% | −14,550−32.5% | Reduced |
| Wendell David Associates Inc | 30,156 | $4.74M | 0.54% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 30,149 | $4.74M | 0.11% | −664−2.2% | Reduced |
| William Allan, LLC | 30,107 | $4.73M | 3.62% | −123−0.4% | Reduced |
| YHB Investment Advisors, Inc. | 30,101 | $4.73M | 0.44% | +228+0.8% | Added |
| RBA Wealth Management, LLC | 30,093 | $4.73M | 2.21% | +317+1.1% | Added |
| Washington Trust Advisors, Inc. | 30,061 | $4.72M | 0.46% | +33+0.1% | Added |
| Choate Investment Advisors | 30,060 | $4.72M | 0.20% | −243−0.8% | Reduced |
| Chickasaw Capital Management LLC | 30,047 | $4.72M | 0.26% | −265−0.9% | Reduced |
| Wedbush Securities Inc | 29,911 | $4.70M | 0.22% | −6,356−17.5% | Reduced |
| Power Corp of Canada | 29,866 | $4.69M | 0.49% | 00.0% | Unchanged |
| Change Path, LLC | 29,844 | $4.69M | 0.22% | −7,539−20.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 29,828 | $4.69M | 1.65% | +864+3.0% | Added |
| Millennium Capital Advisors, LLC | 29,651 | $4.66M | 3.83% | +572+2.0% | Added |
| Clearstead Advisors, LLC | 29,650 | $4.66M | 0.28% | +2,760+10.3% | Added |
| Jackson Hole Capital Partners, LLC | 29,623 | $4.66M | 1.28% | −695−2.3% | Reduced |
| Amarillo National Bank | 29,606 | $4.65M | 0.90% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 29,540 | $4.64M | 0.30% | +503+1.7% | Added |
| Exeter Financial, LLC | 29,832 | $4.61M | 2.38% | +23+0.1% | Added |
| GTS Securities LLC | 29,323 | $4.61M | 0.15% | +29,323 | New |
| Graypoint LLC | 29,288 | $4.60M | 0.46% | −3,552−10.8% | Reduced |
| Legato Capital Management LLC | 29,233 | $4.59M | 0.62% | +5,389+22.6% | Added |
| Sompo Asset Management Co., Ltd. | 29,200 | $4.59M | 0.86% | +5,240+21.9% | Added |
| Spring Capital Management, LLC | 29,181 | $4.59M | 3.59% | −1,046−3.5% | Reduced |
| Annandale Capital, LLC | 29,125 | $4.58M | 1.33% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 29,096 | $4.57M | 1.45% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 29,073 | $4.57M | 0.85% | −717−2.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 29,033 | $4.56M | 1.68% | −1,997−6.4% | Reduced |
| Merit Financial Group, LLC | 28,930 | $4.55M | 0.15% | +6,325+28.0% | Added |
| Patton Albertson Miller Group, LLC | 28,820 | $4.53M | 0.88% | −303−1.0% | Reduced |
| Estabrook Capital Management | 28,623 | $4.50M | 0.75% | +98+0.3% | Added |
| Moneta Group Investment Advisors LLC | 28,615 | $4.50M | 0.10% | +5,072+21.5% | Added |
| Great West Life Assurance Co | 28,442 | $4.49M | 0.01% | −94,150−76.8% | Reduced |
| Capital Analysts, LLC | 28,511 | $4.48M | 0.25% | −717−2.5% | Reduced |
| Journey Advisory Group, LLC | 28,345 | $4.46M | 0.67% | −2,792−9.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28,303 | $4.45M | 0.05% | −1,617−5.4% | Reduced |
| Mechanics Bank Trust Department | 28,200 | $4.43M | 0.71% | −393−1.4% | Reduced |
| Legacy Wealth Management, LLC | 28,179 | $4.43M | 2.22% | −55−0.2% | Reduced |
| NBT Bank N A | 28,149 | $4.42M | 0.63% | −382−1.3% | Reduced |
| Rothschild Investment Corp | 28,049 | $4.41M | 0.37% | +414+1.5% | Added |
| SignalPoint Asset Management, LLC | 28,029 | $4.41M | 1.35% | −429−1.5% | Reduced |
| Bank of Hawaii | 27,983 | $4.40M | 0.24% | +473+1.7% | Added |
| Windward Capital Management Co | 27,929 | $4.39M | 0.40% | −25−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 27,901 | $4.39M | 0.03% | +1,611+6.1% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 27,882 | $4.38M | 1.27% | +18,374+193.2% | Added |
| Comerica Securities,inc. | 27,881 | $4.38M | 0.30% | −575−2.0% | Reduced |
| Meridian Wealth Management, LLC | 27,833 | $4.37M | 0.37% | −4,120−12.9% | Reduced |
| Inscription Capital, LLC | 27,759 | $4.36M | 1.36% | −540−1.9% | Reduced |
| Cordatus Wealth Management LLC | 27,700 | $4.35M | 1.64% | +27,700 | New |
| Glen Eagle Advisors, LLC | 27,698 | $4.35M | 1.00% | +631+2.3% | Added |
| Kavar Capital Partners Group, LLC | 27,670 | $4.35M | 0.93% | +120.0% | Added |
| Hall Capital Management Co Inc | 27,659 | $4.35M | 2.46% | +75+0.3% | Added |
| Commonwealth Retirement Investments LLC | 27,612 | $4.34M | 2.42% | +194+0.7% | Added |
| Capital City Trust Co | 27,489 | $4.32M | 1.34% | −203−0.7% | Reduced |
| Institutional & Family Asset Management, LLC | 27,466 | $4.32M | 0.70% | −281−1.0% | Reduced |
| Freestone Capital Holdings, LLC | 27,358 | $4.30M | 0.17% | +815+3.1% | Added |
| Horan Capital Advisors, LLC. | 27,314 | $4.29M | 1.68% | +197+0.7% | Added |
| NovaPoint Capital, LLC | 27,288 | $4.29M | 1.60% | +128+0.5% | Added |
| TCG Advisory Services, LLC | 27,215 | $4.28M | 0.73% | +1,990+7.9% | Added |
| Ameritas Investment Partners, Inc. | 27,151 | $4.27M | 0.16% | −228−0.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $4.26M | 2.91% | 00.0% | Unchanged |
| Ar Asset Management Inc | 26,800 | $4.21M | 1.13% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 26,701 | $4.20M | 0.42% | −287−1.1% | Reduced |
| Silvant Capital Management LLC | 26,677 | $4.19M | 0.24% | −90.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 26,625 | $4.18M | 0.55% | −1,932−6.8% | Reduced |
| Quest Investment Management LLC | 26,580 | $4.18M | 0.57% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 26,542 | $4.17M | 0.25% | −132−0.5% | Reduced |
| Wade G W & Inc | 26,456 | $4.16M | 0.15% | +756+2.9% | Added |
| Berkshire Bank | 26,451 | $4.16M | 1.15% | −310−1.2% | Reduced |
| Evercore Wealth Management, LLC | 26,412 | $4.15M | 0.08% | −27−0.1% | Reduced |
| Arrow Financial Corp | 26,394 | $4.15M | 0.50% | +394+1.5% | Added |
| Northcape Wealth Management, LLC | 26,362 | $4.14M | 1.50% | +68+0.3% | Added |
| Herold Advisors, Inc. | 26,274 | $4.13M | 1.26% | +628+2.4% | Added |
| HBK Sorce Advisory LLC | 26,121 | $4.11M | 0.17% | −107−0.4% | Reduced |
| CX Institutional | 26,029 | $4.09M | 0.21% | +1,440+5.9% | Added |
| Financial Advisory Partners, LLC | 25,973 | $4.08M | 1.57% | −56−0.2% | Reduced |
| Independent Financial Group, LLC | 25,972 | $4.08M | 0.28% | +763+3.0% | Added |
| LaFleur & Godfrey LLC | 25,919 | $4.07M | 0.61% | +161+0.6% | Added |
| Pinnbrook Capital Management LP | 25,848 | $4.06M | 2.40% | −39,400−60.4% | Reduced |
| RFG Advisory, LLC | 25,835 | $4.06M | 0.18% | −65−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 25,832 | $4.06M | 0.44% | −3,321−11.4% | Reduced |
| Little House Capital LLC | 25,802 | $4.06M | 1.72% | −2,326−8.3% | Reduced |
| Waldron Private Wealth LLC | 25,796 | $4.05M | 0.20% | −163−0.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 25,621 | $4.05M | 0.19% | +710+2.9% | Added |
| Keel Point, LLC | 25,723 | $4.04M | 0.54% | −1,230−4.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,558 | $4.02M | 0.31% | +4,917+23.8% | Added |
| Leelyn Smith, LLC | 25,489 | $4.01M | 0.97% | +1,736+7.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 28,160 | $3.99M | 1.00% | 00.0% | Unchanged |