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, 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Excalibur Management Corp | 4,112 | $583.0K | 0.30% | −130−3.1% | Reduced |
| Consolidated Planning Corp | 4,116 | $583.6K | 0.16% | −100−2.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,119 | $584.1K | 0.38% | −14−0.3% | Reduced |
| Spartan Fund Management Inc. | 4,130 | $586.0K | 0.21% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,137 | $586.6K | 0.44% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 4,150 | $588.4K | 0.37% | +4,150 | New |
| E&G Advisors, LP | 4,152 | $588.7K | 0.22% | 00.0% | Unchanged |
| Central Bank & Trust Co | 4,153 | $588.8K | 0.11% | −205−4.7% | Reduced |
| Levin Capital Strategies, L.P. | 4,157 | $589.4K | 0.08% | +4,157 | New |
| Great Lakes Retirement, Inc. | 4,153 | $591.1K | 0.15% | +4,153 | New |
| Evoke Wealth, LLC | 4,153 | $591.2K | 0.02% | +100+2.5% | Added |
| Asset Management Corp | 4,173 | $591.7K | 0.50% | −810−16.3% | Reduced |
| Mason Investment Advisory Services, Inc. | 4,174 | $591.8K | 0.06% | +297+7.7% | Added |
| Probity Advisors, Inc. | 4,187 | $593.7K | 0.13% | +58+1.4% | Added |
| Tiemann Investment Advisors, LLC | 4,225 | $599.2K | 0.35% | 00.0% | Unchanged |
| Derbend Asset Management | 4,230 | $599.8K | 0.48% | +550+14.9% | Added |
| Violich Capital Management, Inc. | 4,229 | $600.0K | 0.11% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,232 | $600.1K | 0.16% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,240 | $601.1K | 0.31% | +482+12.8% | Added |
| Baker Avenue Asset Management, LP | 4,241 | $601.3K | 0.04% | −1,007−19.2% | Reduced |
| Main Street Research LLC | 4,233 | $602.5K | 0.15% | +183+4.5% | Added |
| Marino, Stram & Associates LLC | 4,255 | $603.3K | 0.19% | −61−1.4% | Reduced |
| Stone Point Wealth LLC | 4,263 | $604.5K | 0.30% | −25−0.6% | Reduced |
| Auxano Advisors, LLC | 4,287 | $607.9K | 0.27% | +23+0.5% | Added |
| Grant/GrossMendelsohn, LLC | 4,143 | $608.2K | 0.31% | +6+0.1% | Added |
| Howland Capital Management LLC | 4,287 | $610.3K | 0.04% | +1,000+30.4% | Added |
| Pure Financial Advisors, Inc. | 4,313 | $611.5K | 0.03% | +136+3.3% | Added |
| Vivaldi Capital Management, LLC | 4,220 | $611.7K | 0.15% | +162+4.0% | Added |
| Copperwynd Financial, LLC | 4,315 | $611.8K | 0.34% | −22−0.5% | Reduced |
| StrategIQ Financial Group, LLC | 4,317 | $612.2K | 0.07% | −525−10.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,325 | $613.2K | 0.45% | −139−3.1% | Reduced |
| Ellenbecker Investment Group | 4,341 | $615.0K | 0.18% | +92+2.2% | Added |
| Gryphon Financial Partners LLC | 4,343 | $615.8K | 0.15% | +203+4.9% | Added |
| Newman Dignan & Sheerar, Inc. | 4,349 | $616.6K | 0.20% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,351 | $616.9K | 0.49% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,360 | $618.2K | 0.11% | +640+17.2% | Added |
| Heck Capital Advisors, LLC | 4,382 | $621.3K | 0.12% | +66+1.5% | Added |
| First Dallas Securities Inc. | 4,399 | $624.0K | 0.38% | −250−5.4% | Reduced |
| Ethic Inc. | 4,406 | $624.7K | 0.03% | +998+29.3% | Added |
| Glassman Wealth Services | 4,409 | $625.2K | 0.12% | −656−13.0% | Reduced |
| ZWJ Investment Counsel Inc | 4,414 | $625.9K | 0.04% | −15−0.3% | Reduced |
| Lewis Capital Management, LLC | 4,418 | $626.5K | 0.96% | 00.0% | Unchanged |
| AXS Investments LLC | 4,428 | $627.8K | 0.22% | −587−11.7% | Reduced |
| Trust Co | 4,442 | $630.0K | 0.10% | +643+16.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,439 | $630.0K | 0.04% | +4,439 | New |
| Camden National Bank | 4,460 | $632.0K | 0.13% | −135−2.9% | Reduced |
| PSI Advisors, LLC | 4,467 | $633.4K | 0.34% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,474 | $634.0K | 0.13% | −1,434−24.3% | Reduced |
| Rosenbaum Jay D. | 4,481 | $635.4K | 1.37% | +2,838+172.7% | Added |
| Chimera Capital Management LLC | 4,482 | $635.5K | 0.18% | +1,295+40.6% | Added |
| Howard Capital Management Group, LLC | 4,508 | $639.0K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 4,508 | $639.2K | 0.09% | +2,324+106.4% | Added |
| Fulcrum Equity Management | 4,511 | $639.6K | 0.52% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 4,522 | $641.2K | 1.05% | +949+26.6% | Added |
| Eqis Capital Management, Inc. | 4,530 | $642.3K | 0.07% | −1,296−22.2% | Reduced |
| Indiana Trust & Investment Management CO | 4,553 | $646.0K | 0.36% | +175+4.0% | Added |
| Keudell/Morrison Wealth Management | 4,557 | $646.2K | 0.21% | −74−1.6% | Reduced |
| Asset Management Group, Inc. | 4,564 | $647.1K | 0.15% | −180−3.8% | Reduced |
| Waycross Investment Management Co | 4,591 | $651.0K | 0.66% | +4,591 | New |
| Colonial River Wealth Management, LLC | 4,598 | $652.0K | 0.42% | −814−15.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,605 | $653.0K | 0.19% | −95−2.0% | Reduced |
| Oak Asset Management, LLC | 4,631 | $656.6K | 0.29% | −35−0.8% | Reduced |
| Augustine Asset Management Inc | 4,631 | $656.6K | 0.36% | +4,631 | New |
| Peak Planning Group, LLC | 4,633 | $656.8K | 0.58% | +130+2.9% | Added |
| Townsend Asset Management Corp | 4,641 | $658.0K | 0.33% | +187+4.2% | Added |
| Wulff, Hansen & Co. | 4,646 | $658.8K | 0.80% | 00.0% | Unchanged |
| Carlson Capital Management | 4,662 | $661.1K | 0.05% | +164+3.6% | Added |
| Calton & Associates, Inc. | 4,675 | $662.9K | 0.26% | +1,081+30.1% | Added |
| Journey Strategic Wealth LLC | 4,677 | $663.1K | 0.08% | +74+1.6% | Added |
| Hendershot Investments Inc. | 4,680 | $663.6K | 0.11% | +139+3.1% | Added |
| Aspiriant, LLC | 4,690 | $665.1K | 0.03% | −35−0.7% | Reduced |
| Lee Financial Co | 4,696 | $665.8K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,697 | $666.0K | 0.10% | −93−1.9% | Reduced |
| Viawealth, LLC | 4,613 | $668.7K | 0.55% | +4,613 | New |
| Massachusetts Wealth Management | 4,651 | $669.1K | 0.65% | +4,651 | New |
| Wimmer Associates 1, LLC | 4,720 | $669.2K | 0.44% | +45+1.0% | Added |
| CRA Financial Services, LLC | 4,730 | $670.6K | 0.22% | −6−0.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,730 | $670.6K | 0.24% | +179+3.9% | Added |
| Triangle Securities Wealth Management | 4,740 | $672.0K | 0.25% | −73−1.5% | Reduced |
| Columbus Macro, LLC | 4,743 | $673.2K | 0.26% | +161+3.5% | Added |
| Moody Lynn & Lieberson, LLC | 4,754 | $674.0K | 0.06% | −16−0.3% | Reduced |
| Arden Trust Co | 4,759 | $674.8K | 0.14% | −193−3.9% | Reduced |
| Vertex Planning Partners, LLC | 4,769 | $676.2K | 0.26% | +4,769 | New |
| N.E.W. Advisory Services LLC | 4,771 | $676.4K | 0.11% | +35+0.7% | Added |
| Oldfather Financial Services, LLC | 4,777 | $677.3K | 0.39% | −100−2.1% | Reduced |
| Davis R M Inc | 4,804 | $681.0K | 0.02% | −284−5.6% | Reduced |
| Saxon Interests, Inc. | 4,701 | $681.4K | 0.39% | +4+0.1% | Added |
| Ahrens Investment Partners LLC | 4,817 | $683.0K | 0.31% | −1,423−22.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,715 | $683.1K | 0.45% | −6−0.1% | Reduced |
| Austin Private Wealth, LLC | 4,822 | $683.7K | 0.12% | +13+0.3% | Added |
| Magnus Financial Group LLC | 4,823 | $683.8K | 0.11% | +737+18.0% | Added |
| Fort Point Capital Partners LLC | 4,839 | $686.1K | 0.12% | −346−6.7% | Reduced |
| Smith Shellnut Wilson LLC | 4,841 | $686.4K | 0.42% | −5−0.1% | Reduced |
| Optas, LLC | 4,874 | $691.1K | 0.29% | +171+3.6% | Added |
| Triton Wealth Management, PLLC | 4,873 | $692.0K | 0.42% | −357−6.8% | Reduced |
| Boston Trust Walden Corp | 4,884 | $692.5K | 0.01% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 4,890 | $693.4K | 0.68% | +4,890 | New |
| Summit Financial Group Inc | 4,893 | $694.0K | 0.27% | −100−2.0% | Reduced |
| Investors Research Corp | 4,903 | $695.2K | 0.19% | +49+1.0% | Added |
| Aspire Private Capital, LLC | 4,904 | $695.4K | 0.25% | +342+7.5% | Added |