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Livermore
Livermore
ZHEN

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 8 sales; 4,425 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, Q4 2022

Institutional positions in Walmart Inc. as of Dec 31, 2022. 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
2,814
+266 vs. Q3 2022
Shares held
871.6M
+6.01M (+0.7%) vs. Q3 2022
Total value
$123.6B
+$11.2B (+10.0%) vs. Q3 2022
New holders
350
1,050 more added
Sold out
84
1,026 more reduced

61 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 2,814 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ4 2022: $123.6B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2022.

Institutions holding WMT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Kessler Investment Group, LLC2$00.00%−291−99.3%Reduced
First Command Advisory Services, Inc.41$00.00%+5+13.9%Added
Tfo-TDC, LLC2$910.00%+2New
Altshuler Shaham Ltd1$1420.00%−17,919−100.0%Reduced
Mendota Financial Group, LLC5$7090.00%+5New
China Universal Asset Management Co., Ltd.5$7110.00%+5New
Sageworth Trust Co7$1.00K0.00%+7New
Insight Financial Services10$1.42K0.00%00.0%Unchanged
Level Financial Advisors, Inc.16$2.00K0.00%+16New
Davidson Capital Management Inc.17$2.41K0.00%+17New
Glassy Mountain Advisors, Inc.20$2.84K0.00%+20New
True Wealth Design, LLC22$3.12K0.00%+22New
Artemis Wealth Advisors, LLC26$4.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC29$4.11K0.00%00.0%Unchanged
Retirement Financial Solutions, LLC33$4.68K0.00%+33New
Eukles Asset Management38$5.00K0.00%00.0%Unchanged
PFS Partners, LLC37$5.29K0.01%00.0%Unchanged
Barrett & Company, Inc.41$5.81K0.00%00.0%Unchanged
DB Wealth Management Group, LLC47$6.66K0.00%+47New
Bellwether Advisors, LLC47$6.77K0.00%−165−77.8%Reduced
Capital Directions Investment Advisors, LLC49$6.95K0.00%+49Added
Cornerstone Management, Inc.50$7.09K0.00%00.0%Unchanged
Tortoise Investment Management, LLC50$7.09K0.00%00.0%Unchanged
Lam Group, Inc.50$7.09K0.01%+50New
Bradley & Co. Private Wealth Management, LLC52$7.37K0.01%00.0%Unchanged
Macroview Investment Management LLC52$7.38K0.01%−70−57.4%Reduced
Sofos Investments, Inc.1,716$7.44K0.08%−945−35.5%Reduced
PayPay Securities Corp53$7.51K0.50%+53New
Financial Connections Group, Inc.59$8.00K0.01%−82−58.2%Reduced
Iron Horse Wealth Management, LLC60$9.00K0.00%+60New
HighMark Wealth Management LLC68$9.65K0.01%00.0%Unchanged
Granite FO LLC75$11.4K0.01%+75New
Operose Advisors LLC95$13.5K0.01%00.0%Unchanged
Freedom Wealth Alliance, LLC100$14.2K0.02%+100New
Sanctuary Wealth Management, L.L.C.101$14.3K0.02%+101New
Kenfarb & Co.102$14.5K0.01%00.0%Unchanged
Stephenson National Bank & Trust105$15.0K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.110$15.6K0.00%+110New
Cypress Capital Management LLC (WY)115$16.4K0.02%00.0%Unchanged
Paragon Wealth Strategies, LLC118$16.7K0.02%−419−78.0%Reduced
Roble, Belko & Company, Inc119$17.0K0.00%00.0%Unchanged
NewSquare Capital LLC120$17.0K0.00%+120New
Baillie Gifford & Co126$17.9K0.00%+25+24.8%Added
WFA of San Diego, LLC126$17.9K0.01%+126New
KB Financial Partners, LLC127$18.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.129$18.4K0.01%00.0%Unchanged
IAG Wealth Partners, LLC147$20.8K0.01%00.0%Unchanged
Mizuho Securities Co. Ltd.150$21.3K0.06%−303−66.9%Reduced
Align Wealth Management, LLC185$24.0K0.02%+185New
My Personal CFO, LLC174$24.7K0.02%+174New
Retirement Group, LLC174$25.0K0.01%+56+47.5%Added
QVR LLC178$25.2K0.04%−3,595−95.3%Reduced
Highline Wealth Partners LLC180$25.5K0.02%00.0%Unchanged
Dark Forest Capital Management LP189$26.8K0.01%+189New
Financial Avengers, Inc.189$26.8K0.02%00.0%Unchanged
Tacita Capital Inc200$28.0K0.02%00.0%Unchanged
Ulland Investment Advisors, LLC195$28.0K0.03%+100+105.3%Added
JDM Financial Group LLC198$28.0K0.03%+198New
Natixis198$28.1K0.00%−517,771−100.0%Reduced
Cary Street Partners Asset Management LLC205$29.0K0.01%−111−35.1%Reduced
Morton Brown Family Wealth, LLC216$30.6K0.02%00.0%Unchanged
Lipe & Dalton220$31.0K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC223$31.6K0.02%+223New
Kraematon Investment Advisors, Inc225$31.9K0.03%+225New
Ogorek Anthony Joseph228$32.0K0.01%00.0%Unchanged
Knott David M Jr225$32.0K0.01%00.0%Unchanged
Cedar Wealth Management, LLC226$32.0K0.02%00.0%Unchanged
Princeton Global Asset Management LLC233$33.0K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.245$34.7K0.03%00.0%Unchanged
Halpern Financial, Inc.250$35.4K0.01%00.0%Unchanged
Piscataqua Savings Bank265$37.6K0.03%00.0%Unchanged
Banco de Sabadell, S.A226$38.0K0.03%+226New
Orion Capital Management LLC275$39.0K0.03%00.0%Unchanged
MBM Wealth Consultants, LLC269$39.0K0.02%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.279$39.6K0.03%+279New
Riverpoint Wealth Management Holdings, LLC295$41.8K0.02%+295New
Grayhawk Investment Strategies Inc.298$42.3K0.03%00.0%Unchanged
Wellington Shields Capital Management, LLC300$42.5K0.01%00.0%Unchanged
Timber Creek Capital Management LLC300$42.5K0.02%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group311$44.0K0.03%−123−28.3%Reduced
Tucker Asset Management LLC319$45.3K0.01%+87+37.5%Added
VitalStone Financial, LLC330$47.0K0.03%+330New
Lowe Wealth Advisors, LLC334$47.3K0.03%+100+42.7%Added
McClarren Financial Advisors, Inc.345$49.0K0.05%+3+0.9%Added
Quarry LP351$49.8K0.05%+351New
CKW Financial Group350$50.0K0.01%00.0%Unchanged
Sit Investment Associates Inc354$50.0K0.00%+104+41.6%Added
SJS Investment Consulting Inc.356$50.4K0.02%+54+17.9%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.360$51.0K0.45%−40−10.0%Reduced
FWL Investment Management, LLC369$52.3K0.04%+369New
Bell Investment Advisors, Inc377$53.5K0.01%+95+33.7%Added
Brown, Lisle/Cummings, Inc.380$53.9K0.03%−167−30.5%Reduced
Coastal Capital Group, Inc.418$54.2K0.02%+1+0.2%Added
Raffa Wealth Management, LLC406$57.6K0.02%00.0%Unchanged
Providence Capital Advisors, LLC405$57.7K0.02%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.438$62.0K0.05%−203−31.7%Reduced
Kelly Financial Services LLC456$64.7K0.03%00.0%Unchanged
Ruedi Wealth Management, Inc.465$65.9K0.05%+465New
Ritter Daniher Financial Advisory LLC471$66.8K0.03%+1+0.2%Added
Tradewinds Capital Management, LLC483$68.5K0.03%+24+5.2%Added