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; 4,427 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
- 2,813
- +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
- 1,025 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 9,460 | $820.9K | 0.86% | +6,897+269.1% | Added |
| Red Wave Investments LLC | 5,792 | $821.2K | 0.35% | −170−2.9% | Reduced |
| Prudent Man Advisors, LLC | 5,811 | $824.0K | 0.33% | +2,615+81.8% | Added |
| Benin Management CORP | 5,816 | $824.7K | 0.33% | +400+7.4% | Added |
| TD Capital Management LLC | 5,826 | $826.0K | 0.11% | +54+0.9% | Added |
| Abbot Financial Management, Inc. | 5,830 | $826.6K | 0.57% | −407−6.5% | Reduced |
| Sunburst Financial Group, LLC | 5,851 | $829.6K | 0.33% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 5,859 | $830.7K | 0.76% | 00.0% | Unchanged |
| Security Financial Services, INC. | 5,874 | $832.9K | 0.26% | +185+3.3% | Added |
| Archetype Wealth Partners | 5,877 | $833.0K | 0.21% | +83+1.4% | Added |
| First National Bank of South Miami | 5,884 | $834.0K | 0.62% | −132−2.2% | Reduced |
| General Partner, Inc. | 5,887 | $834.7K | 0.77% | +5,887 | New |
| Arnhold LLC | 5,888 | $834.9K | 0.10% | 00.0% | Unchanged |
| Strategic Investment Advisors | 5,893 | $835.6K | 0.17% | −145−2.4% | Reduced |
| Solstein Capital, LLC | 5,913 | $838.4K | 0.70% | +1,227+26.2% | Added |
| Blackhawk Capital Partners LLC. | 5,944 | $842.8K | 0.66% | −828−12.2% | Reduced |
| Perpetual Investment Management Ltd | 5,952 | $843.9K | 0.10% | −1,700−22.2% | Reduced |
| Tealwood Asset Management Inc | 5,963 | $846.0K | 0.44% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 5,957 | $847.6K | 0.04% | −99−1.6% | Reduced |
| GYL Financial Synergies, LLC | 5,980 | $847.9K | 0.18% | +1,159+24.0% | Added |
| Oxbow Advisors, LLC | 5,982 | $848.2K | 0.16% | −187−3.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,999 | $850.5K | 0.47% | −46−0.8% | Reduced |
| Monetta Financial Services Inc | 6,000 | $850.7K | 0.98% | 00.0% | Unchanged |
| Hoylecohen, LLC | 6,022 | $853.9K | 0.08% | −140−2.3% | Reduced |
| Willis Johnson & Associates, Inc. | 6,033 | $855.4K | 0.11% | −71−1.2% | Reduced |
| Tributary Capital Management, LLC | 6,050 | $858.0K | 0.09% | −105−1.7% | Reduced |
| Missouri Trust & Investment Co | 6,058 | $859.0K | 0.52% | +390+6.9% | Added |
| St. James Investment Advisors, LLC | 6,035 | $859.1K | 1.57% | +103+1.7% | Added |
| Compton Wealth Advisory Group, LLC | 6,074 | $861.2K | 0.34% | −141−2.3% | Reduced |
| Goldstein Advisors, LLC | 6,079 | $862.0K | 0.21% | +6,079 | New |
| Laraway Financial Inc | 6,080 | $862.1K | 0.90% | 00.0% | Unchanged |
| Courier Capital LLC | 6,082 | $862.4K | 0.10% | −554−8.3% | Reduced |
| Elgethun Capital Management | 6,045 | $863.7K | 0.31% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 6,097 | $864.0K | 0.63% | +97+1.6% | Added |
| Baker Ellis Asset Management LLC | 6,100 | $864.9K | 0.17% | −1,250−17.0% | Reduced |
| Connectus Wealth, LLC | 6,102 | $866.2K | 0.02% | −351−5.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,115 | $866.8K | 0.28% | +6,115 | New |
| Southeast Asset Advisors Inc. | 6,130 | $869.2K | 0.14% | −32−0.5% | Reduced |
| Northwest Wealth Management, LLC | 6,142 | $870.9K | 0.37% | +626+11.3% | Added |
| TCI Wealth Advisors, Inc. | 6,153 | $872.5K | 0.12% | +449+7.9% | Added |
| S.C. Financial Services, Inc. | 6,155 | $872.8K | 1.34% | +300+5.1% | Added |
| Echo Street Capital Management LLC | 6,156 | $872.9K | 0.01% | +3,523+133.8% | Added |
| Aj Wealth Strategies, LLC | 6,159 | $873.0K | 0.05% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 6,158 | $873.1K | 0.34% | −810−11.6% | Reduced |
| Silver Oak Securities, Inc | 6,176 | $876.0K | 0.16% | +622+11.2% | Added |
| Quent Capital, LLC | 6,183 | $876.8K | 0.16% | +1,139+22.6% | Added |
| Harvest Volatility Management LLC | 6,197 | $878.7K | 0.18% | −1,293−17.3% | Reduced |
| Ethos Financial Group, LLC | 6,129 | $881.5K | 0.30% | +6,129 | New |
| Institute for Wealth Management, LLC. | 6,232 | $883.7K | 0.19% | +62+1.0% | Added |
| Valley National Advisers Inc | 6,059 | $885.0K | 0.16% | −53−0.9% | Reduced |
| Everhart Financial Group, Inc. | 6,249 | $886.0K | 0.45% | +1,130+22.1% | Added |
| Fukoku Mutual Life Insurance Co | 6,270 | $889.0K | 0.07% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 6,270 | $889.0K | 0.07% | +3,883+162.7% | Added |
| Eudaimonia Partners, LLC | 6,275 | $889.8K | 0.22% | −2,569−29.0% | Reduced |
| Beaton Management Co. Inc. | 6,275 | $890.0K | 0.60% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,294 | $892.4K | 0.21% | +422+7.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 6,306 | $894.1K | 0.42% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 6,337 | $898.5K | 0.07% | −148−2.3% | Reduced |
| Financial Architects, Inc | 6,339 | $898.9K | 0.15% | +523+9.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 6,355 | $901.1K | 0.34% | 00.0% | Unchanged |
| Holderness Investments Co | 6,359 | $901.7K | 0.39% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,363 | $902.0K | 0.20% | −279−4.2% | Reduced |
| Next Capital Management LLC | 6,369 | $903.0K | 0.49% | −15−0.2% | Reduced |
| Barr E S & Co | 6,370 | $903.2K | 0.07% | 00.0% | Unchanged |
| Financial Advisory Group | 6,379 | $904.0K | 0.19% | −571−8.2% | Reduced |
| Tevis Investment Management | 6,384 | $905.2K | 0.96% | −32−0.5% | Reduced |
| KMG Fiduciary Partners, LLC | 6,386 | $905.5K | 0.15% | −68−1.1% | Reduced |
| Certified Advisory Corp | 6,388 | $905.7K | 0.18% | +245+4.0% | Added |
| Waterfront Wealth Inc. | 6,339 | $908.4K | 0.31% | +1,370+27.6% | Added |
| Cyndeo Wealth Partners, LLC | 6,446 | $914.0K | 0.11% | +6,446 | New |
| Verdence Capital Advisors LLC | 6,451 | $914.7K | 0.11% | −4−0.1% | Reduced |
| Peterson Wealth Services | 6,460 | $916.0K | 0.52% | +662+11.4% | Added |
| Humankind Investments LLC | 6,462 | $916.2K | 0.40% | −595−8.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 6,462 | $916.2K | 0.78% | +6,462 | New |
| Richard W. Paul & Associates, LLC | 6,471 | $917.6K | 0.46% | +6,471 | New |
| 626 Financial, LLC | 6,484 | $919.4K | 0.64% | −342−5.0% | Reduced |
| Papp L Roy & Associates | 6,487 | $919.8K | 0.13% | +106+1.7% | Added |
| Somerville Kurt F | 6,495 | $920.9K | 0.18% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 6,315 | $921.4K | 0.20% | +169+2.7% | Added |
| Towerpoint Wealth, LLC | 6,503 | $922.1K | 0.53% | −315−4.6% | Reduced |
| Laidlaw Wealth Management LLC | 6,507 | $922.6K | 0.20% | +115+1.8% | Added |
| KC Investment Advisors, LLC | 6,509 | $923.0K | 0.87% | −689−9.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,539 | $927.0K | 0.48% | −66−1.0% | Reduced |
| Castleview Partners, LLC | 6,545 | $928.1K | 0.90% | −1,668−20.3% | Reduced |
| Connolly Sarah T. | 6,552 | $929.0K | 0.63% | +322+5.2% | Added |
| Wilson & Boucher Capital Management, LLC | 6,557 | $929.7K | 0.95% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 6,581 | $933.1K | 0.06% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 6,594 | $938.7K | 0.50% | −105−1.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,621 | $938.9K | 0.27% | +6,621 | New |
| Secure Asset Management, LLC | 6,635 | $940.8K | 0.34% | −144−2.1% | Reduced |
| Nicolet Bankshares Inc | 6,646 | $942.3K | 0.32% | +491+8.0% | Added |
| Coastal Investment Advisors, Inc. | 6,648 | $942.6K | 0.23% | −71−1.1% | Reduced |
| Old Mission Investment Co LLC | 6,650 | $942.9K | 0.40% | +276+4.3% | Added |
| Financial Partners Group, LLC | 6,652 | $943.2K | 0.56% | +6,652 | New |
| Pin Oak Investment Advisors Inc | 6,701 | $950.0K | 1.17% | +71+1.1% | Added |
| GoalVest Advisory LLC | 6,704 | $950.6K | 0.61% | +1,231+22.5% | Added |
| Murphy Pohlad Asset Management LLC | 6,730 | $954.2K | 0.39% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 6,750 | $957.1K | 0.26% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6,767 | $959.5K | 0.17% | +6,767 | New |
| First National Bank of Hutchinson | 6,769 | $959.8K | 0.81% | +34+0.5% | Added |