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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 9,306 | $1.32M | 0.04% | −4,076−30.5% | Reduced |
| Gray Wealth Management Inc. | 9,311 | $1.32M | 0.77% | +845+10.0% | Added |
| Axq Capital, LP | 9,330 | $1.32M | 0.92% | +9,330 | New |
| Vaughan David Investments LLC | 9,369 | $1.33M | 0.04% | +418+4.7% | Added |
| Altman Advisors, Inc. | 9,093 | $1.33M | 0.82% | −317−3.4% | Reduced |
| Foundations Investment Advisors, LLC | 9,375 | $1.33M | 0.05% | +809+9.4% | Added |
| Montecito Bank & Trust | 9,461 | $1.34M | 0.33% | −218−2.3% | Reduced |
| Exos TFP Holdings LLC | 9,459 | $1.34M | 0.37% | +6,921+272.7% | Added |
| Key Client Fiduciary Advisors, LLC | 9,469 | $1.34M | 0.92% | +1,754+22.7% | Added |
| Kathmere Capital Management, LLC | 9,476 | $1.34M | 0.24% | +1,690+21.7% | Added |
| First Heartland Consultants, Inc. | 9,477 | $1.34M | 0.22% | −49−0.5% | Reduced |
| Strengthening Families & Communities, LLC | 9,478 | $1.34M | 0.80% | +245+2.7% | Added |
| Virtue Capital Management, LLC | 9,511 | $1.35M | 0.21% | +6,573+223.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,432 | $1.35M | 0.59% | +33+0.4% | Added |
| Smith Anglin Financial, LLC | 9,577 | $1.36M | 0.26% | −896−8.6% | Reduced |
| Navalign, LLC | 9,582 | $1.36M | 0.56% | −113−1.2% | Reduced |
| Zeke Capital Advisors, LLC | 9,588 | $1.36M | 0.09% | −26−0.3% | Reduced |
| Northeast Financial Consultants Inc | 9,592 | $1.36M | 0.09% | 00.0% | Unchanged |
| Old Port Advisors | 9,612 | $1.36M | 0.51% | −96−1.0% | Reduced |
| RSM US Wealth Management LLC | 9,595 | $1.37M | 0.07% | +842+9.6% | Added |
| Phoenix Wealth Advisors | 9,645 | $1.37M | 0.82% | +864+9.8% | Added |
| CMG Global Holdings, LLC | 9,647 | $1.37M | 1.30% | −584−5.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 9,659 | $1.37M | 0.06% | +9,659 | New |
| Claro Advisors LLC | 9,662 | $1.37M | 0.45% | +1,034+12.0% | Added |
| Great Lakes Advisors, LLC | 92,204 | $1.37M | 0.08% | +17,577+23.6% | Added |
| Insight Advisors, LLC | 9,594 | $1.37M | 0.48% | −351−3.5% | Reduced |
| MidWestOne Financial Group, Inc. | 9,721 | $1.38M | 0.32% | −1,673−14.7% | Reduced |
| Park National Corp | 9,746 | $1.38M | 0.06% | +166+1.7% | Added |
| McMillion Capital Management Inc | 9,752 | $1.38M | 1.25% | −175−1.8% | Reduced |
| RB Capital Management, LLC | 9,771 | $1.39M | 0.51% | +58+0.6% | Added |
| FDx Advisors, Inc. | 9,780 | $1.39M | 0.06% | −147−1.5% | Reduced |
| Canvas Wealth Advisors, LLC | 9,861 | $1.39M | 0.58% | −68−0.7% | Reduced |
| Accretive Wealth Partners, LLC | 9,826 | $1.39M | 0.96% | −45−0.5% | Reduced |
| Parsons Capital Management Inc | 9,847 | $1.40M | 0.12% | +414+4.4% | Added |
| Edgestream Partners, L.P. | 9,871 | $1.40M | 0.16% | +6,070+159.7% | Added |
| Bowman & Co S.C. | 9,880 | $1.40M | 1.09% | +743+8.1% | Added |
| Delta Investment Management, LLC | 9,882 | $1.40M | 0.45% | +54+0.5% | Added |
| Main Street Financial Solutions, LLC | 9,890 | $1.40M | 0.22% | −20−0.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 9,957 | $1.41M | 0.96% | −124−1.2% | Reduced |
| Argus Investors' Counsel, Inc. | 9,960 | $1.41M | 1.13% | 00.0% | Unchanged |
| Marex Group plc | 9,963 | $1.41M | 0.20% | +9,963 | New |
| WealthPLAN Partners, LLC | 9,714 | $1.41M | 0.10% | +9,714 | New |
| Kidder Stephen W | 9,975 | $1.41M | 0.52% | +400+4.2% | Added |
| WealthPlan Investment Management, LLC | 9,714 | $1.42M | 0.10% | +329+3.5% | Added |
| Godsey & Gibb Associates | 9,997 | $1.42M | 0.27% | +9,997 | New |
| Dudley Capital Management, LLC | 9,998 | $1.42M | 1.04% | +9,998 | New |
| Jeppson Wealth Management, LLC | 10,025 | $1.42M | 0.60% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 10,087 | $1.43M | 0.19% | +2,584+34.4% | Added |
| Argent Advisors, Inc. | 10,126 | $1.44M | 0.74% | −546−5.1% | Reduced |
| Warren Averett Asset Management, LLC | 10,139 | $1.44M | 0.08% | +1,835+22.1% | Added |
| First Foundation Advisors | 10,176 | $1.44M | 0.07% | +1,086+11.9% | Added |
| Jarislowsky, Fraser Ltd | 10,177 | $1.44M | 0.01% | +104+1.0% | Added |
| Cozad Asset Management Inc | 10,179 | $1.44M | 0.20% | +2,531+33.1% | Added |
| Delos Wealth Advisors, LLC | 10,199 | $1.45M | 2.23% | −2,925−22.3% | Reduced |
| First National Bank & Trust Co of Newtown | 10,214 | $1.45M | 0.33% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 10,219 | $1.45M | 0.02% | −92−0.9% | Reduced |
| Stonnington Group, LLC | 10,002 | $1.45M | 0.40% | +1,220+13.9% | Added |
| AFS Financial Group, LLC | 10,243 | $1.45M | 1.03% | +10,243 | New |
| Heartland Bank & Trust Co | 10,245 | $1.45M | 1.07% | +10,245 | New |
| McDonald Partners LLC | 10,308 | $1.46M | 0.50% | +88+0.9% | Added |
| PFG Advisors | 10,391 | $1.47M | 0.14% | +2,278+28.1% | Added |
| Greatmark Investment Partners, Inc. | 10,405 | $1.48M | 0.27% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,412 | $1.48M | 0.18% | +1,001+10.6% | Added |
| Detalus Advisors, LLC | 10,414 | $1.48M | 0.72% | +860+9.0% | Added |
| Nicholas Hoffman & Company, LLC. | 10,416 | $1.48M | 0.16% | −21−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,422 | $1.48M | 0.26% | −150−1.4% | Reduced |
| Harbour Investments, Inc. | 10,432 | $1.48M | 0.09% | −665−6.0% | Reduced |
| Insigneo Advisory Services, LLC | 10,413 | $1.48M | 0.56% | +10,413 | New |
| Blue Chip Partners, Inc. | 10,474 | $1.49M | 0.18% | +2,092+25.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,484 | $1.49M | 1.15% | −100−0.9% | Reduced |
| Oarsman Capital, Inc. | 10,485 | $1.49M | 0.76% | +509+5.1% | Added |
| Union Heritage Capital, LLC | 10,450 | $1.49M | 0.91% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 10,550 | $1.50M | 0.78% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,547 | $1.50M | 0.10% | +251+2.4% | Added |
| Spreng Capital Management, Inc. | 10,570 | $1.50M | 1.29% | −42−0.4% | Reduced |
| SOL Capital Management CO | 10,600 | $1.50M | 0.27% | −50−0.5% | Reduced |
| X-Square Capital, LLC | 10,623 | $1.51M | 0.86% | +111+1.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 10,635 | $1.51M | 0.87% | −150−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,637 | $1.51M | 0.11% | −431−3.9% | Reduced |
| First Financial Bank - Trust Division | 10,659 | $1.51M | 0.16% | +900+9.2% | Added |
| First PREMIER Bank | 10,672 | $1.51M | 0.46% | +240+2.3% | Added |
| TruWealth Advisors, LLC | 10,684 | $1.51M | 0.15% | −173−1.6% | Reduced |
| Silphium Asset Management Ltd | 10,700 | $1.52M | 1.52% | +10,700 | New |
| True North Advisors, LLC | 10,706 | $1.52M | 0.52% | +20.0% | Added |
| Legacy Bridge, LLC | 10,713 | $1.52M | 1.08% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 10,713 | $1.52M | 1.12% | −289−2.6% | Reduced |
| Chatham Capital Group, Inc. | 10,743 | $1.52M | 0.36% | +357+3.4% | Added |
| Patten Group, Inc. | 10,750 | $1.52M | 0.48% | +3,179+42.0% | Added |
| Paradigm Asset Management Co LLC | 10,762 | $1.53M | 0.43% | +2,700+33.5% | Added |
| Catalyst Wealth Management, LLC | 10,781 | $1.53M | 1.44% | +10,781 | New |
| NVWM, LLC | 10,746 | $1.53M | 0.56% | −563−5.0% | Reduced |
| Manchester Capital Management LLC | 10,811 | $1.53M | 0.23% | −537−4.7% | Reduced |
| Linscomb & Williams, Inc. | 10,831 | $1.54M | 0.08% | +969+9.8% | Added |
| HCR Wealth Advisors | 10,813 | $1.54M | 0.32% | −59−0.5% | Reduced |
| Hancock Whitney Corp | 10,863 | $1.54M | 0.06% | +62+0.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,872 | $1.54M | 0.31% | −503−4.4% | Reduced |
| Global Trust Asset Management, LLC | 10,894 | $1.54M | 0.78% | +985+9.9% | Added |
| ProVise Management Group, LLC | 10,894 | $1.54M | 0.16% | −526−4.6% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 10,896 | $1.54M | 1.51% | +10,896 | New |
| Wolff Wiese Magana LLC | 10,908 | $1.55M | 1.33% | −249−2.2% | Reduced |