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 |
|---|---|---|---|---|---|
| First Command Bank | 7,943 | $1.13M | 0.14% | −902−10.2% | Reduced |
| First Command Financial Services, Inc. | 7,943 | $1.13M | 0.14% | −902−10.2% | Reduced |
| Focused Wealth Management, Inc | 7,975 | $1.13M | 0.23% | −9−0.1% | Reduced |
| Enterprise Financial Services Corp | 7,978 | $1.13M | 0.78% | +347+4.5% | Added |
| SRN Advisors, LLC | 8,011 | $1.14M | 1.13% | −2,010−20.1% | Reduced |
| AIA Group Ltd | 8,044 | $1.14M | 0.07% | +4,772+145.8% | Added |
| Trust Co of Toledo NA | 8,064 | $1.14M | 0.22% | −52−0.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,062 | $1.14M | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 8,067 | $1.14M | 0.59% | +33+0.4% | Added |
| Pioneer Trust Bank N A | 8,069 | $1.14M | 0.35% | −2,200−21.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 8,072 | $1.14M | 0.47% | +201+2.6% | Added |
| Neville Rodie & Shaw Inc | 8,092 | $1.15M | 0.11% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 8,102 | $1.15M | 0.22% | +183+2.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 8,071 | $1.15M | 0.56% | +195+2.5% | Added |
| Pitcairn Co | 8,118 | $1.15M | 0.11% | +28+0.3% | Added |
| Investment Partners, Ltd. | 8,126 | $1.15M | 0.61% | −10,851−57.2% | Reduced |
| GraniteShares Advisors LLC | 8,136 | $1.15M | 0.95% | −1,254−13.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,138 | $1.15M | 0.09% | −320−3.8% | Reduced |
| Armor Investment Advisors, LLC | 8,140 | $1.15M | 0.70% | +921+12.8% | Added |
| Chilton Capital Management LLC | 8,147 | $1.16M | 0.07% | −801−9.0% | Reduced |
| Icon Wealth Advisors, LLC | 8,171 | $1.16M | 0.13% | +212+2.7% | Added |
| Keebeck Wealth Management, LLC | 8,160 | $1.16M | 0.20% | −272−3.2% | Reduced |
| Aberdeen Wealth Management LLC | 8,205 | $1.16M | 0.88% | 00.0% | Unchanged |
| TLWM | 8,215 | $1.16M | 0.42% | +6,052+279.8% | Added |
| First Western Trust Bank | 8,215 | $1.16M | 0.07% | −26−0.3% | Reduced |
| Costello Asset Management, INC | 8,216 | $1.16M | 1.05% | −4,625−36.0% | Reduced |
| Aldebaran Financial Inc. | 8,253 | $1.17M | 1.30% | −480−5.5% | Reduced |
| MKT Advisors LLC | 8,012 | $1.17M | 0.88% | +17+0.2% | Added |
| Cribstone Capital Management, LLC | 8,262 | $1.17M | 0.68% | −2,622−24.1% | Reduced |
| Ami Investment Management Inc | 8,274 | $1.17M | 0.61% | −24−0.3% | Reduced |
| Home Federal Bank of Tennessee | 8,277 | $1.17M | 0.45% | +145+1.8% | Added |
| Logan Capital Management Inc | 8,278 | $1.17M | 0.06% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 8,312 | $1.18M | 0.27% | −169−2.0% | Reduced |
| Highview Capital Management LLC | 8,320 | $1.18M | 0.72% | +5,203+166.9% | Added |
| Winthrop Advisory Group LLC | 8,301 | $1.18M | 0.22% | +222+2.7% | Added |
| Trustco Bank Corp N Y | 8,344 | $1.18M | 1.31% | 00.0% | Unchanged |
| Archer Investment Corp | 8,367 | $1.19M | 0.46% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 8,424 | $1.19M | 0.39% | +8,424 | New |
| Focus Financial Network, Inc. | 8,398 | $1.20M | 0.10% | +143+1.7% | Added |
| Ahl Investment Management, Inc. | 8,460 | $1.20M | 1.11% | −10−0.1% | Reduced |
| Eagle Rock Investment Company, LLC | 8,219 | $1.20M | 0.28% | −80−1.0% | Reduced |
| Brady Family Wealth, LLC | 8,480 | $1.20M | 0.50% | +8,480 | New |
| Guardian Capital LP | 8,489 | $1.20M | 0.04% | −3,200−27.4% | Reduced |
| Centennial Bank | 8,495 | $1.20M | 0.69% | +8,495 | New |
| Beese Fulmer Investment Management, Inc. | 8,513 | $1.21M | 0.15% | +66+0.8% | Added |
| PBMares Wealth Management LLC | 8,525 | $1.21M | 0.49% | 00.0% | Unchanged |
| Pecaut & Co. | 8,525 | $1.21M | 0.57% | −1,045−10.9% | Reduced |
| Capstone Investment Advisors, LLC | 8,533 | $1.21M | 0.03% | −5,680−40.0% | Reduced |
| Buckingham Strategic Partners | 8,553 | $1.21M | 0.09% | −3,275−27.7% | Reduced |
| WMG Financial Advisors, LLC | 8,554 | $1.21M | 1.03% | −24−0.3% | Reduced |
| Arcadia Investment Management Corp | 8,556 | $1.21M | 0.28% | +2,636+44.5% | Added |
| Live Oak Private Wealth LLC | 8,563 | $1.21M | 0.25% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 8,573 | $1.22M | 0.26% | −338−3.8% | Reduced |
| RF&L Wealth Management, LLC | 8,600 | $1.22M | 1.26% | +8,600 | New |
| CVA Family Office, LLC | 8,608 | $1.22M | 0.30% | +138+1.6% | Added |
| NorthRock Partners, LLC | 8,624 | $1.22M | 0.14% | +1,148+15.4% | Added |
| Boltwood Capital Management | 8,625 | $1.22M | 0.50% | −200−2.3% | Reduced |
| Blueprint Investment Partners LLC | 8,663 | $1.23M | 0.26% | +6,552+310.4% | Added |
| River & Mercantile Asset Management LLP | 8,671 | $1.23M | 0.26% | −3,201−27.0% | Reduced |
| FinTrust Capital Advisors, LLC | 8,699 | $1.23M | 0.30% | −1,414−14.0% | Reduced |
| Essex Financial Services, Inc. | 8,716 | $1.24M | 0.13% | −935−9.7% | Reduced |
| Independence Bank of Kentucky | 8,719 | $1.24M | 0.55% | −150−1.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 8,719 | $1.24M | 0.91% | +186+2.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,752 | $1.24M | 0.33% | +40.0% | Added |
| Beirne Wealth Consulting Services, LLC | 3,581 | $1.24M | 0.62% | +3,581 | New |
| Lake Street Financial LLC | 8,771 | $1.24M | 0.26% | +3,291+60.1% | Added |
| Ausdal Financial Partners, Inc. | 8,791 | $1.25M | 0.18% | −31−0.4% | Reduced |
| Diamant Asset Management, Inc. | 8,805 | $1.25M | 1.12% | 00.0% | Unchanged |
| WMS Partners, LLC | 8,860 | $1.26M | 0.12% | −70−0.8% | Reduced |
| Chicago Capital, LLC | 8,874 | $1.26M | 0.07% | 00.0% | Unchanged |
| DFPG Investments, LLC | 8,660 | $1.27M | 0.21% | +6,329+271.5% | Added |
| Tilia Fiduciary Partners, Inc. | 8,942 | $1.27M | 1.22% | +68+0.8% | Added |
| Vigilare Wealth Management | 8,949 | $1.27M | 0.74% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 8,949 | $1.27M | 0.18% | +971+12.2% | Added |
| Wealth Alliance | 8,956 | $1.27M | 0.23% | +136+1.5% | Added |
| Intellectus Partners, LLC | 8,922 | $1.27M | 0.44% | −147−1.6% | Reduced |
| LCM Capital Management Inc | 8,965 | $1.27M | 1.24% | +57+0.6% | Added |
| American State Bank (Iowa) | 8,984 | $1.27M | 0.98% | +220+2.5% | Added |
| Birmingham Capital Management Co Inc | 8,989 | $1.27M | 0.48% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 9,104 | $1.28M | 0.08% | +193+2.2% | Added |
| Lifeworks Advisors, LLC | 9,055 | $1.28M | 0.72% | −1,738−16.1% | Reduced |
| Grandview Asset Management LLC | 9,055 | $1.28M | 0.80% | −589−6.1% | Reduced |
| Cutler Group LP | 9,101 | $1.29M | 0.16% | +3,393+59.4% | Added |
| First National Advisers, LLC | 9,110 | $1.29M | 1.65% | +982+12.1% | Added |
| Stevens Capital Management LP | 9,141 | $1.30M | 0.82% | +5,011+121.3% | Added |
| Sterling Investment Counsel, LLC | 9,141 | $1.30M | 0.80% | +1,258+16.0% | Added |
| Northern Financial Advisors Inc | 9,174 | $1.30M | 1.47% | +9,174 | New |
| West Family Investments, Inc. | 9,178 | $1.30M | 0.44% | +173+1.9% | Added |
| Bank Hapoalim BM | 9,193 | $1.30M | 0.16% | −475−4.9% | Reduced |
| TCM Advisors, LLC | – | $1.30M | 1.36% | – | – |
| Qsemble Capital Management, LP | 9,200 | $1.30M | 0.91% | +9,200 | New |
| Bedel Financial Consulting, Inc. | 9,245 | $1.31M | 0.33% | +91+1.0% | Added |
| Jmac Enterprises LLC | 9,251 | $1.31M | 0.36% | −450−4.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 9,074 | $1.31M | 0.36% | −20.0% | Reduced |
| L.M. Kohn & Company | 9,269 | $1.31M | 0.61% | −732−7.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,272 | $1.31M | 0.40% | −166−1.8% | Reduced |
| 3Chopt Investment Partners, LLC | 9,259 | $1.32M | 0.72% | +9,259 | New |
| Guardian Wealth Advisors, LLC | 9,260 | $1.32M | 0.25% | −90−1.0% | Reduced |
| CWS Financial Advisors, LLC | 9,713 | $1.32M | 0.57% | +2,074+27.2% | Added |
| Oak Family Advisors, LLC | 9,303 | $1.32M | 0.71% | −42−0.4% | Reduced |