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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 6,772 | $960.2K | 0.45% | 00.0% | Unchanged |
| F3Logic, LLC | 6,777 | $960.9K | 0.20% | −139−2.0% | Reduced |
| Gallagher Benefit Services, Inc. | 6,777 | $960.9K | 0.20% | +6,777 | New |
| XML Financial, LLC | 6,800 | $964.1K | 0.12% | +270+4.1% | Added |
| Legacy Financial Advisors, Inc. | 6,802 | $964.5K | 0.21% | +1,076+18.8% | Added |
| Shulman DeMeo Asset Management LLC | 6,808 | $965.3K | 0.32% | −61−0.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,840 | $969.9K | 0.51% | −107−1.5% | Reduced |
| REDW Wealth LLC | 6,846 | $970.7K | 0.34% | −1,166−14.6% | Reduced |
| TBH Global Asset Management, LLC | 6,859 | $972.6K | 0.24% | +645+10.4% | Added |
| Lincoln Capital LLC | 6,886 | $976.4K | 0.28% | −203−2.9% | Reduced |
| Sky Investment Group LLC | 6,890 | $977.0K | 0.23% | +105+1.5% | Added |
| DuPont Capital Management Corp | 6,910 | $979.8K | 0.05% | −4,890−41.4% | Reduced |
| Beacon Capital Management, LLC | 6,911 | $980.1K | 0.33% | +297+4.5% | Added |
| WealthBridge Capital Management, LLC | 6,939 | $983.9K | 0.41% | −71−1.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,948 | $985.1K | 0.86% | −6−0.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,964 | $987.4K | 0.51% | +5+0.1% | Added |
| Liberty Capital Management, Inc. | 6,988 | $990.8K | 0.34% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 6,968 | $991.0K | 0.47% | 00.0% | Unchanged |
| Game Creek Capital, LP | 7,000 | $992.5K | 0.63% | 00.0% | Unchanged |
| Rational Advisors LLC | 7,011 | $994.1K | 0.08% | −2,359−25.2% | Reduced |
| Professional Financial Advisors, LLC | 7,014 | $994.5K | 0.67% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 7,018 | $995.0K | 0.68% | 00.0% | Unchanged |
| Rathbone Brothers plc | 7,031 | $996.9K | 0.01% | −985−12.3% | Reduced |
| Verity & Verity, LLC | 7,031 | $996.9K | 0.13% | +3,748+114.2% | Added |
| SageView Advisory Group, LLC | 7,035 | $997.5K | 0.08% | +7,035 | New |
| Mairs & Power Inc | 7,063 | $1.00M | 0.01% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 7,067 | $1.00M | 0.78% | +130+1.9% | Added |
| Tectonic Advisors LLC | 7,095 | $1.01M | 0.16% | +306+4.5% | Added |
| Retirement Planning Group | 7,104 | $1.01M | 0.12% | +19+0.3% | Added |
| Register Financial Advisors LLC | 7,108 | $1.01M | 0.64% | +7,108 | New |
| West Michigan Advisors, LLC | 7,129 | $1.01M | 0.74% | −160−2.2% | Reduced |
| Atlas Brown,Inc. | 7,132 | $1.01M | 0.50% | −97−1.3% | Reduced |
| Strait & Sound Wealth Management LLC | 7,032 | $1.02M | 1.11% | +7,032 | New |
| Donaldson Capital Management, LLC | 7,175 | $1.02M | 0.05% | −794−10.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,197 | $1.02M | 0.02% | +297+4.3% | Added |
| DeDora Capital, Inc. | 7,207 | $1.02M | 0.49% | +125+1.8% | Added |
| Farmers National Bank | 7,213 | $1.02M | 0.36% | +71+1.0% | Added |
| Patriot Investment Management Inc. | 7,139 | $1.02M | 0.09% | +20.0% | Added |
| Tempus Wealth Planning, LLC | 7,241 | $1.03M | 0.62% | +28+0.4% | Added |
| BEAM Asset Management, LLC | 7,243 | $1.03M | 1.07% | −26−0.4% | Reduced |
| Graham Capital Management, L.P. | 7,245 | $1.03M | 0.04% | −8,016−52.5% | Reduced |
| Inlet Private Wealth, LLC | 7,250 | $1.03M | 0.27% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 7,259 | $1.03M | 0.29% | +160+2.3% | Added |
| Renaissance Group LLC | 7,260 | $1.03M | 0.05% | −85−1.2% | Reduced |
| Marcum Wealth, LLC | 7,273 | $1.03M | 0.14% | −24−0.3% | Reduced |
| D'Orazio & Associates, Inc. | 7,275 | $1.03M | 0.24% | −355−4.7% | Reduced |
| Day & Ennis, LLC | 7,277 | $1.03M | 0.40% | +800+12.4% | Added |
| Landmark Financial Advisors, LLC | 7,285 | $1.03M | 0.48% | +410+6.0% | Added |
| Lindbrook Capital, LLC | 7,291 | $1.03M | 0.13% | +246+3.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,292 | $1.03M | 0.29% | +1,201+19.7% | Added |
| Intrust Bank NA | 7,309 | $1.04M | 0.14% | −1,217−14.3% | Reduced |
| Boston Family Office LLC | 7,314 | $1.04M | 0.09% | −50−0.7% | Reduced |
| Rice Partnership, LLC | 7,321 | $1.04M | 0.33% | −9,034−55.2% | Reduced |
| Joel Isaacson & Co., LLC | 7,343 | $1.04M | 0.08% | +713+10.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,348 | $1.04M | 0.05% | −977−11.7% | Reduced |
| Retirement Guys Formula LLC | 7,352 | $1.04M | 0.86% | +1,085+17.3% | Added |
| Monumental Financial Group Inc. | 7,363 | $1.04M | 0.84% | +7,363 | New |
| Woodward Diversified Capital, LLC | 7,365 | $1.04M | 0.84% | −831−10.1% | Reduced |
| Whalerock Point Partners, LLC | 7,397 | $1.05M | 0.43% | 00.0% | Unchanged |
| Payden & Rygel | 7,400 | $1.05M | 0.06% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 7,412 | $1.05M | 0.76% | −160−2.1% | Reduced |
| Cannell Peter B & Co Inc | 7,426 | $1.05M | 0.04% | +226+3.1% | Added |
| Dillon & Associates Inc | 7,413 | $1.05M | 0.23% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 7,440 | $1.05M | 0.07% | +183+2.5% | Added |
| YorkBridge Wealth Partners, LLC | 7,454 | $1.06M | 0.27% | −109−1.4% | Reduced |
| Biltmore Family Office, LLC | 7,428 | $1.06M | 0.22% | +200+2.8% | Added |
| Prestige Wealth Management Group LLC | 7,468 | $1.06M | 0.28% | −3,643−32.8% | Reduced |
| Americana Partners, LLC | 7,504 | $1.06M | 0.18% | −175−2.3% | Reduced |
| Romano Brothers and Company | 7,525 | $1.07M | 0.16% | +225+3.1% | Added |
| Machina Capital S.A.S. | 7,536 | $1.07M | 1.98% | +7,536 | New |
| Ipsen Advisor Group LLC | 7,543 | $1.07M | 1.23% | +7,543 | New |
| Modera Wealth Management, LLC | 7,592 | $1.08M | 0.04% | +1,419+23.0% | Added |
| Wealthsource Partners, LLC | 7,595 | $1.08M | 0.08% | −2,557−25.2% | Reduced |
| Am Investment Strategies LLC | 7,595 | $1.08M | 0.38% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 7,600 | $1.08M | 0.05% | −350−4.4% | Reduced |
| Narwhal Capital Management | 7,618 | $1.08M | 0.14% | +238+3.2% | Added |
| My Legacy Advisors, LLC | 7,626 | $1.08M | 0.46% | +326+4.5% | Added |
| Wealth Quarterback LLC | 7,623 | $1.08M | 0.90% | −267−3.4% | Reduced |
| Abner Herrman & Brock LLC | 7,624 | $1.08M | 0.17% | +5,636+283.5% | Added |
| Chesapeake Wealth Management | 7,654 | $1.09M | 0.48% | +2,091+37.6% | Added |
| First Community Trust NA | 7,658 | $1.09M | 1.26% | −32−0.4% | Reduced |
| Valley Brook Capital Group | 7,675 | $1.09M | 1.04% | +205+2.7% | Added |
| Strategic Advisors LLC | 7,692 | $1.09M | 0.24% | −152−1.9% | Reduced |
| Uncommon Cents Investing LLC | 7,697 | $1.09M | 0.40% | −95−1.2% | Reduced |
| Keystone Financial Group | 7,730 | $1.10M | 0.22% | −325−4.0% | Reduced |
| Adirondack Trust Co | 7,733 | $1.10M | 0.57% | +67+0.9% | Added |
| Summit Financial Wealth Advisors, LLC | 7,750 | $1.10M | 0.27% | +1,734+28.8% | Added |
| Ballast, Inc. | 7,772 | $1.10M | 0.48% | −186−2.3% | Reduced |
| Hanson & Doremus Investment Management | 7,779 | $1.10M | 0.24% | +3,583+85.4% | Added |
| Aspen Wealth Strategies, LLC | 7,787 | $1.10M | 0.88% | +7,787 | New |
| Proffitt & Goodson Inc | 7,794 | $1.11M | 0.24% | −75−1.0% | Reduced |
| Altfest L J & Co Inc | 7,818 | $1.11M | 0.18% | −458−5.5% | Reduced |
| Wellington Shields & Co., LLC | 7,825 | $1.11M | 0.25% | −500−6.0% | Reduced |
| Kingfisher Capital LLC | 7,851 | $1.11M | 0.30% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,868 | $1.12M | 0.14% | −13−0.2% | Reduced |
| Accurate Wealth Management, LLC | 7,732 | $1.12M | 0.41% | +1,836+31.1% | Added |
| Bayesian Capital Management, LP | 7,900 | $1.12M | 0.16% | +3,000+61.2% | Added |
| Raleigh Capital Management Inc. | 7,915 | $1.12M | 0.58% | +62+0.8% | Added |
| DT Investment Partners, LLC | 7,926 | $1.12M | 0.15% | +112+1.4% | Added |
| Ossiam | 7,940 | $1.13M | 0.03% | +970+13.9% | Added |