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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 10,921 | $1.55M | 0.25% | +10,921 | New |
| Jaffetilchin Investment Partners, LLC | 10,929 | $1.55M | 0.19% | +202+1.9% | Added |
| Hoey Investments, Inc | 10,971 | $1.56M | 0.68% | −937−7.9% | Reduced |
| Kanawha Capital Management LLC | 10,972 | $1.56M | 0.15% | +1,371+14.3% | Added |
| Argent Capital Management LLC | 10,975 | $1.56M | 0.06% | +75+0.7% | Added |
| 44 Wealth Management LLC | 10,999 | $1.56M | 0.54% | −829−7.0% | Reduced |
| Harbor Advisors LLC | 11,000 | $1.56M | 0.39% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11,001 | $1.56M | 0.81% | −116−1.0% | Reduced |
| Capital Wealth Planning, LLC | 11,056 | $1.57M | 0.02% | −875−7.3% | Reduced |
| Evergreen Capital Management LLC | 11,019 | $1.57M | 0.07% | +1,605+17.0% | Added |
| Bailard, Inc. | 11,063 | $1.57M | 0.06% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 11,067 | $1.57M | 0.58% | +524+5.0% | Added |
| Bank of New Hampshire | 11,133 | $1.58M | 0.48% | −478−4.1% | Reduced |
| Resurgent Financial Advisors LLC | 11,136 | $1.58M | 0.84% | −1,449−11.5% | Reduced |
| Optimum Investment Advisors | 11,140 | $1.58M | 0.86% | −1,600−12.6% | Reduced |
| Plancorp, LLC | 11,160 | $1.58M | 0.09% | +121+1.1% | Added |
| Gibraltar Capital Management, Inc. | 11,171 | $1.58M | 0.75% | +1,700+17.9% | Added |
| Wedmont Private Capital | 10,900 | $1.60M | 0.24% | +2,403+28.3% | Added |
| Lumature Wealth Partners, LLC | 11,290 | $1.60M | 0.89% | −526−4.5% | Reduced |
| Good Life Advisors, LLC | 11,291 | $1.60M | 0.22% | −209−1.8% | Reduced |
| David Loasby | 10,994 | $1.61M | 0.21% | +708+6.9% | Added |
| Sentry Investment Management LLC | 11,335 | $1.61M | 0.71% | +1,709+17.8% | Added |
| StoneX Group Inc. | 11,288 | $1.61M | 0.19% | −2,436−17.7% | Reduced |
| Essex Investment Management Co LLC | 11,358 | $1.61M | 0.25% | +11,358 | New |
| Madison Wealth Management | 11,388 | $1.61M | 0.37% | +234+2.1% | Added |
| Naviter Wealth, LLC | 11,311 | $1.62M | 0.44% | +989+9.6% | Added |
| Ignite Planners, LLC | 11,299 | $1.62M | 0.68% | +1,136+11.2% | Added |
| Virtu Financial LLC | 11,458 | $1.63M | 0.22% | +11,458 | New |
| Adamsbrown Wealth Consultants LLC | 11,468 | $1.63M | 0.99% | +12+0.1% | Added |
| Trust Co of Oklahoma | 11,500 | $1.63M | 0.66% | +345+3.1% | Added |
| JT Stratford LLC | 11,508 | $1.63M | 0.52% | +241+2.1% | Added |
| Schechter Investment Advisors, LLC | 11,534 | $1.64M | 0.15% | +678+6.2% | Added |
| RiverFront Investment Group, LLC | 56,137 | $1.64M | 0.37% | −9,042−13.9% | Reduced |
| Founders Financial Securities LLC | 11,554 | $1.64M | 0.26% | +18+0.2% | Added |
| Magnolia Capital Advisors LLC | 11,560 | $1.64M | 1.09% | −169−1.4% | Reduced |
| HighTower Trust Services, LTA | 11,601 | $1.64M | 0.16% | −190−1.6% | Reduced |
| Walleye Trading LLC | 11,576 | $1.64M | 0.04% | +11,576 | New |
| Westover Capital Advisors, LLC | 11,587 | $1.64M | 0.65% | −898−7.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 11,340 | $1.65M | 1.57% | +164+1.5% | Added |
| Norris Financial Group, LLC | 11,653 | $1.65M | 1.40% | +5,404+86.5% | Added |
| Alpha Cubed Investments, LLC | 11,657 | $1.65M | 0.13% | −826−6.6% | Reduced |
| Verity Asset Management, Inc. | 11,669 | $1.65M | 1.42% | +48+0.4% | Added |
| White Pine Capital LLC | 11,674 | $1.66M | 0.65% | +1,601+15.9% | Added |
| Quadrant Private Wealth Management, LLC | 11,648 | $1.66M | 0.56% | +11,648 | New |
| Private Harbour Investment Management & Counsel, LLC | 11,708 | $1.66M | 1.83% | −110−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,709 | $1.66M | 0.82% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11,715 | $1.66M | 0.25% | +1,757+17.6% | Added |
| Avantax Planning Partners, Inc. | 11,732 | $1.66M | 0.07% | −366−3.0% | Reduced |
| Ifrah Financial Services, Inc. | 11,799 | $1.67M | 0.55% | −55−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,845 | $1.68M | 0.01% | +122+1.0% | Added |
| Beacon Investment Advisors LLC | 11,925 | $1.69M | 1.41% | +11,925 | New |
| Pinnacle Holdings, LLC | 11,980 | $1.70M | 0.76% | −1,518−11.2% | Reduced |
| Philadelphia Trust Co | 11,979 | $1.70M | 0.18% | +11,979 | New |
| SeaCrest Wealth Management, LLC | 12,003 | $1.70M | 0.24% | +65+0.5% | Added |
| Jones Financial Companies LLLP | 12,009 | $1.70M | 0.00% | −188−1.5% | Reduced |
| Catalyst Capital Advisors LLC | 12,062 | $1.71M | 0.06% | +5,000+70.8% | Added |
| Baystate Wealth Management LLC | 12,082 | $1.71M | 0.16% | −24−0.2% | Reduced |
| Monetary Management Group Inc | 12,086 | $1.71M | 0.54% | −550−4.4% | Reduced |
| Gables Capital Management Inc. | 12,094 | $1.71M | 1.25% | −525−4.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 12,143 | $1.72M | 0.75% | +12,143 | New |
| FLC Capital Advisors | 12,164 | $1.72M | 0.54% | −1,016−7.7% | Reduced |
| RFP Financial Group LLC | 12,212 | $1.73M | 0.78% | +12,212 | New |
| Shell Asset Management Co | 12,248 | $1.74M | 0.08% | −29,907−70.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 12,284 | $1.74M | 1.80% | −376−3.0% | Reduced |
| Pettee Investors, Inc. | 12,314 | $1.75M | 0.86% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 12,290 | $1.75M | 0.34% | +725+6.3% | Added |
| Nixon Peabody Trust Co | 12,353 | $1.75M | 1.42% | +725+6.2% | Added |
| Wealth Alliance Advisory Group, LLC | 12,378 | $1.76M | 0.67% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12,379 | $1.76M | 0.17% | +62+0.5% | Added |
| Bremer Bank National Association | 12,392 | $1.76M | 0.34% | +9,368+309.8% | Added |
| 9258 Wealth Management, LLC | 12,411 | $1.76M | 0.38% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 12,432 | $1.76M | 2.75% | −1,379−10.0% | Reduced |
| Pegasus Asset Management, Inc. | 12,440 | $1.76M | 0.95% | +53+0.4% | Added |
| Eagle Bluffs Wealth Management LLC | 12,443 | $1.76M | 1.85% | −146−1.2% | Reduced |
| Blueshift Asset Management, LLC | 12,454 | $1.77M | 0.82% | +3,449+38.3% | Added |
| Insight Inv LLC | 12,432 | $1.77M | 1.79% | +60+0.5% | Added |
| Powers Advisory Group, LLC | 12,535 | $1.78M | 1.31% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12,549 | $1.78M | 0.35% | +659+5.5% | Added |
| Windsor Capital Management, LLC | 12,579 | $1.78M | 0.65% | −624−4.7% | Reduced |
| IMA Wealth, Inc. | 12,635 | $1.79M | 0.47% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 12,648 | $1.79M | 0.07% | +101+0.8% | Added |
| WT Wealth Management | 12,621 | $1.79M | 0.87% | −936−6.9% | Reduced |
| Gibson Wealth Advisors LLC | 12,600 | $1.79M | 0.03% | +12,400+6,200.0% | Added |
| Front Row Advisors LLC | 12,752 | $1.81M | 0.94% | −372−2.8% | Reduced |
| Invst, LLC | 12,622 | $1.82M | 0.28% | −464−3.5% | Reduced |
| Founders Capital Management | 12,808 | $1.82M | 1.36% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 12,871 | $1.82M | 0.75% | −10,331−44.5% | Reduced |
| Sargent Investment Group, LLC | 12,882 | $1.83M | 0.57% | +1,037+8.8% | Added |
| North Star Investment Management Corp. | 12,885 | $1.83M | 0.16% | +23+0.2% | Added |
| Sterling Investment Management, Inc. | 12,894 | $1.83M | 1.47% | −828−6.0% | Reduced |
| Weatherly Asset Management L. P. | 12,888 | $1.83M | 0.25% | 00.0% | Unchanged |
| Icapital Wealth LLC | 12,945 | $1.84M | 1.42% | +2,000+18.3% | Added |
| Hartford Financial Management Inc. | 12,976 | $1.84M | 0.49% | −1,026−7.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.84M | 0.76% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 13,057 | $1.86M | 0.44% | −12,665−49.2% | Reduced |
| Kesler, Norman & Wride, LLC | 13,100 | $1.86M | 0.48% | +4,784+57.5% | Added |
| Vise Technologies, Inc. | 13,151 | $1.86M | 0.58% | +2,377+22.1% | Added |
| CAPROCK Group, Inc. | 13,124 | $1.87M | 0.17% | −60−0.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 13,187 | $1.87M | 1.36% | +13,187 | New |
| Continuum Advisory, LLC | 34,060 | $1.87M | 0.34% | +2,075+6.5% | Added |