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 |
|---|---|---|---|---|---|
| Capital Planning Advisors, LLC | 4,919 | $697.5K | 0.17% | +175+3.7% | Added |
| Norwood Financial Corp | 4,940 | $700.4K | 1.10% | 00.0% | Unchanged |
| RW Investment Management LLC | 4,949 | $701.7K | 0.28% | +4,949 | New |
| Johnson Midwest Financial, LLC | 4,959 | $703.0K | 2.57% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,947 | $703.5K | 0.07% | +36+0.7% | Added |
| WNY Asset Management, LLC | 4,965 | $704.0K | 0.19% | −160−3.1% | Reduced |
| JFS Wealth Advisors, LLC | 4,965 | $704.0K | 0.07% | +89+1.8% | Added |
| Core Wealth Partners LLC | 44,857 | $704.4K | 0.87% | +44,857 | New |
| Autumn Glory Partners, LLC | 4,975 | $705.4K | 0.38% | −1,922−27.9% | Reduced |
| Strong Tower Advisory Services | 4,996 | $708.4K | 0.43% | +46+0.9% | Added |
| St. Louis Trust Co | 5,000 | $709.0K | 0.15% | −2,365−32.1% | Reduced |
| W Advisors, LLC | 5,000 | $709.0K | 0.59% | −135−2.6% | Reduced |
| Gleason Group, Inc. | 5,003 | $709.4K | 0.22% | 00.0% | Unchanged |
| Veracity Capital LLC | 5,010 | $710.3K | 0.34% | +3+0.1% | Added |
| Arkansas Financial Group, Inc. | 5,019 | $711.7K | 0.16% | −200−3.8% | Reduced |
| Evanson Asset Management, LLC | 5,024 | $712.3K | 0.08% | −3,772−42.9% | Reduced |
| DF Dent & Co Inc | 5,026 | $712.6K | 0.01% | −38−0.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,009 | $713.1K | 0.06% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,043 | $715.0K | 0.06% | +655+14.9% | Added |
| Moseley Investment Management Inc | 5,057 | $717.1K | 0.51% | −105−2.0% | Reduced |
| Cowa, LLC | 5,075 | $719.5K | 0.45% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,075 | $719.6K | 0.06% | +350+7.4% | Added |
| Great Diamond Partners, LLC | 5,084 | $720.9K | 0.22% | −754−12.9% | Reduced |
| Foundation Resource Management Inc | 5,086 | $721.0K | 0.12% | +85+1.7% | Added |
| Armstrong Advisory Group, Inc | 5,086 | $721.2K | 0.09% | +5,086 | New |
| Compass Financial Advisors LLC | 5,097 | $722.7K | 0.97% | −30−0.6% | Reduced |
| Catalyst Financial Partners LLC | 5,106 | $724.0K | 0.37% | +5,106 | New |
| Pflug Koory, LLC | 5,110 | $725.0K | 0.40% | −34−0.7% | Reduced |
| Curbstone Financial Management Corp | 5,118 | $726.0K | 0.18% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5,144 | $729.0K | 0.48% | −70−1.3% | Reduced |
| Crumly & Associates Inc. | 5,146 | $729.6K | 0.28% | −79−1.5% | Reduced |
| WR Wealth Planners, LLC | 5,162 | $731.9K | 0.45% | +261+5.3% | Added |
| Centiva Capital, LP | 5,170 | $733.1K | 0.06% | +4,901+1,821.9% | Added |
| Aspireon Wealth Advisors | 5,175 | $734.0K | 0.38% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 5,205 | $738.0K | 0.49% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 5,208 | $738.4K | 0.28% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,228 | $741.3K | 0.19% | −612−10.5% | Reduced |
| Nova R Wealth, Inc. | 5,238 | $742.7K | 0.55% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,251 | $744.5K | 0.09% | −226−4.1% | Reduced |
| Wealth Effects LLC | 5,252 | $744.7K | 0.43% | −50−0.9% | Reduced |
| Cooper Financial Group | 5,269 | $747.0K | 0.23% | +735+16.2% | Added |
| Highland Capital Management, LLC | 5,278 | $748.0K | 0.05% | −5−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 5,277 | $748.3K | 0.16% | +429+8.8% | Added |
| LCNB Corp | 5,279 | $748.5K | 0.35% | +179+3.5% | Added |
| Vantage Consulting Group Inc | 5,299 | $751.3K | 0.44% | −684−11.4% | Reduced |
| Syntax Advisors, LLC | 5,299 | $751.3K | 0.63% | −684−11.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 5,323 | $755.0K | 0.06% | −292−5.2% | Reduced |
| Exencial Wealth Advisors, LLC | 5,331 | $755.9K | 0.04% | −1,395−20.7% | Reduced |
| Sage Mountain Advisors LLC | 5,332 | $756.0K | 0.17% | +37+0.7% | Added |
| Founders Financial Alliance, LLC | 5,344 | $757.8K | 0.35% | −928−14.8% | Reduced |
| Castle Rock Wealth Management, LLC | 5,329 | $757.9K | 0.34% | +220+4.3% | Added |
| Newbridge Financial Services Group, Inc. | 5,353 | $759.0K | 0.44% | −856−13.8% | Reduced |
| Y.D. More Investments Ltd | 5,343 | $759.3K | 0.21% | +5,343 | New |
| Nikulski Financial, Inc. | 5,358 | $759.7K | 0.36% | +1,355+33.8% | Added |
| Regent Peak Wealth Advisors LLC | 5,358 | $762.7K | 0.25% | +136+2.6% | Added |
| Intrua Financial, LLC | 5,502 | $763.8K | 0.18% | +1,232+28.9% | Added |
| Carroll Investors, Inc | 5,375 | $764.1K | 0.81% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,396 | $767.8K | 0.16% | +558+11.5% | Added |
| MJP Associates Inc | 5,419 | $768.4K | 0.23% | +28+0.5% | Added |
| Perennial Investment Advisors, LLC | 5,420 | $768.4K | 0.31% | +25+0.5% | Added |
| Bridgeworth, LLC | 5,421 | $768.6K | 0.12% | +107+2.0% | Added |
| Two Sigma Securities, LLC | 5,446 | $772.2K | 0.11% | −15,518−74.0% | Reduced |
| Foster Group, Inc. | 5,481 | $777.2K | 0.06% | −456−7.7% | Reduced |
| Simplicity Wealth,LLC | 5,489 | $778.2K | 0.69% | +94+1.7% | Added |
| Gould Asset Management LLC | 5,491 | $778.6K | 0.23% | −30−0.5% | Reduced |
| Nwam LLC | 5,503 | $780.4K | 0.07% | +77+1.4% | Added |
| Stableford Capital II LLC | 5,409 | $784.0K | 0.43% | −187−3.3% | Reduced |
| Bill Few Associates, Inc. | 5,538 | $785.3K | 0.46% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5,541 | $785.7K | 0.38% | +20.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 5,544 | $786.0K | 0.13% | −840−13.2% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 5,545 | $786.2K | 0.50% | +75+1.4% | Added |
| S.E.E.D. Planning Group LLC | 5,549 | $786.8K | 0.34% | +46+0.8% | Added |
| Cahaba Wealth Management, Inc. | 5,566 | $789.2K | 0.10% | +302+5.7% | Added |
| Clare Market Investments LLC | 5,566 | $789.2K | 0.37% | −685−11.0% | Reduced |
| Mainsail Financial Group, LLC | 5,533 | $789.3K | 0.80% | +5,533 | New |
| Abacus Planning Group, Inc. | 5,589 | $792.4K | 0.22% | 00.0% | Unchanged |
| Etfidea, LLC | 5,599 | $793.9K | 0.37% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,601 | $794.2K | 0.28% | +105+1.9% | Added |
| Cornerstone Advisory, LLC | 5,611 | $795.6K | 0.16% | +595+11.9% | Added |
| Principle Wealth Partners LLC | 5,612 | $795.7K | 0.09% | +8+0.1% | Added |
| Gordian Capital Singapore Pte Ltd | 5,601 | $796.0K | 1.25% | +10.0% | Added |
| City State Bank | 5,620 | $797.0K | 0.49% | −27−0.5% | Reduced |
| Greenfield Savings Bank | 5,624 | $797.4K | 0.53% | −50−0.9% | Reduced |
| Helen Stephens Group, LLC | 5,625 | $797.5K | 0.48% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,637 | $799.0K | 0.20% | −491−8.0% | Reduced |
| Wealth Management Associates, Inc. | 5,642 | $799.9K | 0.53% | +35+0.6% | Added |
| Sculati Wealth Management, LLC | 5,640 | $800.0K | 0.45% | −9,932−63.8% | Reduced |
| Coastline Trust Co | 5,643 | $800.1K | 0.12% | +3,164+127.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,662 | $802.8K | 0.25% | +5,662 | New |
| Chapin Davis, Inc. | 5,673 | $804.3K | 0.47% | +5,673 | New |
| Leonteq Securities AG | 5,684 | $805.9K | 0.04% | +5,684 | New |
| Syntegra Private Wealth Group, LLC | 5,694 | $807.7K | 0.16% | +5,694 | New |
| Lokken Investment Group LLC | 5,736 | $813.3K | 0.64% | +24+0.4% | Added |
| IPG Investment Advisors LLC | 5,745 | $814.6K | 0.23% | −560−8.9% | Reduced |
| Annex Advisory Services, LLC | 5,746 | $814.8K | 0.05% | −1,786−23.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 5,747 | $814.9K | 0.69% | −23−0.4% | Reduced |
| Clearview Wealth Advisors LLC | 5,747 | $814.9K | 0.63% | −177−3.0% | Reduced |
| Cyrus J. Lawrence, LLC | 5,745 | $815.0K | 0.24% | 00.0% | Unchanged |
| Callan Capital, LLC | 5,756 | $816.1K | 0.10% | +899+18.5% | Added |
| IMS Capital Management | 5,777 | $819.1K | 0.52% | 00.0% | Unchanged |