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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 13,212 | $1.87M | 0.45% | −211−1.6% | Reduced |
| Gilbert & Cook, Inc. | 13,217 | $1.87M | 0.34% | +123+0.9% | Added |
| Caliber Wealth Management, LLC | 13,253 | $1.88M | 1.44% | +13,253 | New |
| Abbrea Capital, LLC | 13,230 | $1.88M | 0.34% | +750+6.0% | Added |
| Trifecta Capital Advisors, LLC | 13,318 | $1.89M | 0.75% | +13,318 | New |
| Congress Park Capital LLC | 13,355 | $1.89M | 1.21% | −40−0.3% | Reduced |
| Financial Advocates Investment Management | 13,360 | $1.89M | 0.14% | +975+7.9% | Added |
| Symphony Financial, Ltd. Co. | 13,233 | $1.90M | 0.50% | −211−1.6% | Reduced |
| Zullo Investment Group, Inc. | 13,450 | $1.91M | 1.17% | +202+1.5% | Added |
| Doliver Advisors, LP | 13,450 | $1.91M | 0.63% | −10−0.1% | Reduced |
| Allred Capital Management, LLC | 13,508 | $1.92M | 1.05% | +89+0.7% | Added |
| CoreFirst Bank & Trust | 13,520 | $1.92M | 1.45% | −239−1.7% | Reduced |
| Dakota Wealth Management | 13,522 | $1.92M | 0.14% | +615+4.8% | Added |
| Shepherd Financial Partners LLC | 13,575 | $1.92M | 0.35% | +2,878+26.9% | Added |
| Spirit of America Management Corp | 13,684 | $1.94M | 0.44% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 13,724 | $1.95M | 2.15% | +13,724 | New |
| Ronald Blue Trust, Inc. | 15,003 | $1.95M | 0.03% | +4,094+37.5% | Added |
| Bangor Savings Bank | 13,759 | $1.95M | 0.23% | −832−5.7% | Reduced |
| Flputnam Investment Management Co | 13,776 | $1.95M | 0.07% | +575+4.4% | Added |
| Wintrust Investments LLC | 13,786 | $1.96M | 0.26% | +20+0.1% | Added |
| CFM Wealth Partners LLC | 13,788 | $1.96M | 0.59% | +16+0.1% | Added |
| Financial Partners Capital Management LLC | 13,793 | $1.96M | 0.44% | +110+0.8% | Added |
| MSH Capital Advisors LLC | 13,797 | $1.96M | 0.88% | −1,039−7.0% | Reduced |
| Transcend Wealth Collective, LLC | 13,817 | $1.96M | 0.21% | −5,044−26.7% | Reduced |
| Security National Bank of Sioux City Iowa | 13,832 | $1.96M | 1.50% | −95−0.7% | Reduced |
| Centaurus Financial, Inc. | 13,839 | $1.96M | 0.18% | −165−1.2% | Reduced |
| Quilter Plc | 13,848 | $1.96M | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 13,885 | $1.97M | 0.51% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 13,910 | $1.97M | 1.29% | −8−0.1% | Reduced |
| Cohen Lawrence B | 13,954 | $1.98M | 1.03% | +1,813+14.9% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,827 | $1.98M | 0.46% | −14,680−51.5% | Reduced |
| Boenning & Scattergood, Inc. | 13,337 | $1.99M | 0.32% | +825+6.6% | Added |
| Martin & Co Inc | 14,028 | $1.99M | 0.52% | +197+1.4% | Added |
| Mission Wealth Management, LP | 14,092 | $2.00M | 0.10% | +275+2.0% | Added |
| Trust Co of Virginia | 14,137 | $2.00M | 0.23% | −65−0.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 14,188 | $2.01M | 0.61% | −636−4.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,154 | $2.01M | 0.20% | +117+0.8% | Added |
| Siemens Fonds Invest GmbH | 14,222 | $2.02M | 0.20% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 14,233 | $2.02M | 0.13% | −2,825−16.6% | Reduced |
| Valmark Advisers, Inc. | 14,233 | $2.02M | 0.05% | +391+2.8% | Added |
| Essex Savings Bank | 14,287 | $2.03M | 0.71% | +167+1.2% | Added |
| Welch Group, LLC | 14,380 | $2.04M | 0.12% | +192+1.4% | Added |
| Finer Wealth Management, Inc. | 14,408 | $2.04M | 1.91% | −276−1.9% | Reduced |
| Bank of Stockton | 14,415 | $2.04M | 0.71% | −1,195−7.7% | Reduced |
| JCIC Asset Management Inc. | 14,469 | $2.05M | 1.02% | −1,200−7.7% | Reduced |
| ICW Investment Advisors LLC | 14,479 | $2.05M | 1.23% | −129−0.9% | Reduced |
| D.B. Root & Company, LLC | 14,492 | $2.05M | 0.87% | +769+5.6% | Added |
| St. Johns Investment Management Company, LLC | 14,553 | $2.06M | 1.23% | −125−0.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 14,604 | $2.07M | 0.82% | +19+0.1% | Added |
| Centerstone Investors, LLC | 14,640 | $2.08M | 3.04% | −7,360−33.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 14,658 | $2.08M | 1.55% | −153−1.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 14,673 | $2.08M | 0.80% | +735+5.3% | Added |
| Global Retirement Partners, LLC | 14,673 | $2.08M | 0.14% | +3,621+32.8% | Added |
| Qtron Investments LLC | 14,698 | $2.08M | 0.44% | +3,911+36.3% | Added |
| Systematic Alpha Investments, LLC | 14,700 | $2.08M | 0.11% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 14,717 | $2.09M | 0.33% | −10,895−42.5% | Reduced |
| Private Trust Co NA | 14,756 | $2.09M | 0.31% | −989−6.3% | Reduced |
| Providence Wealth Advisors, LLC | 14,600 | $2.09M | 1.55% | −205−1.4% | Reduced |
| Arlington Partners LLC | 14,768 | $2.09M | 0.33% | +430+3.0% | Added |
| C2C Wealth Management, LLC | 14,979 | $2.10M | 0.36% | −2,646−15.0% | Reduced |
| Successful Portfolios LLC | 14,834 | $2.10M | 1.37% | +97+0.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 14,882 | $2.11M | 0.51% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 14,905 | $2.11M | 1.52% | 00.0% | Unchanged |
| Summit X, LLC | 17,455 | $2.12M | 0.61% | −332−1.9% | Reduced |
| Equitable Holdings, Inc. | 14,983 | $2.12M | 0.04% | −2,061−12.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.13M | 0.67% | 00.0% | Unchanged |
| NTV Asset Management LLC | 15,016 | $2.13M | 0.42% | −500−3.2% | Reduced |
| Kovack Advisors, Inc. | 15,031 | $2.13M | 0.31% | −6,064−28.7% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.13M | 1.91% | 00.0% | Unchanged |
| Providence First Trust Co | 15,062 | $2.14M | 1.25% | −377−2.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,094 | $2.14M | 0.26% | −338−2.2% | Reduced |
| Riverbridge Partners LLC | 15,157 | $2.15M | 0.03% | −221−1.4% | Reduced |
| Roman Butler Fullerton & Co | 14,891 | $2.15M | 1.11% | +1,138+8.3% | Added |
| Saranac Partners Ltd | 15,175 | $2.15M | 3.95% | +15,175 | New |
| Smithfield Trust Co | 15,222 | $2.16M | 0.15% | −106−0.7% | Reduced |
| Krilogy Financial LLC | 15,265 | $2.16M | 0.21% | +7,090+86.7% | Added |
| Wills Financial Group, Inc. | 15,321 | $2.17M | 1.24% | −2,441−13.7% | Reduced |
| Hilltop Holdings Inc. | 15,356 | $2.18M | 0.28% | +299+2.0% | Added |
| Canandaigua National Corp | 15,365 | $2.18M | 0.37% | +1,476+10.6% | Added |
| Hudson Value Partners, LLC | 15,370 | $2.18M | 1.34% | +50+0.3% | Added |
| Duff & Phelps Investment Management Co | 15,456 | $2.19M | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 15,500 | $2.20M | 0.53% | −115−0.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 15,536 | $2.20M | 0.54% | +1,830+13.4% | Added |
| Page Arthur B | 15,542 | $2.20M | 2.16% | −245−1.6% | Reduced |
| Ledyard National Bank | 15,615 | $2.21M | 0.26% | +8+0.1% | Added |
| Parkside Financial Bank & Trust | 15,640 | $2.22M | 0.64% | +512+3.4% | Added |
| Liberty One Investment Management, LLC | 15,802 | $2.24M | 0.32% | +639+4.2% | Added |
| Beech Hill Advisors, Inc. | 15,810 | $2.24M | 1.25% | +99+0.6% | Added |
| Bryn Mawr Trust Co | 15,848 | $2.25M | 0.10% | −155−1.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,919 | $2.26M | 0.05% | +12,633+384.4% | Added |
| Johnson Financial Group, Inc. | 15,912 | $2.26M | 0.18% | −44−0.3% | Reduced |
| Roberts Glore & Co Inc | 16,006 | $2.27M | 0.79% | −1,500−8.6% | Reduced |
| Freedom Day Solutions, LLC | 16,017 | $2.27M | 1.13% | −408−2.5% | Reduced |
| Pacifica Partners Inc. | 15,788 | $2.27M | 1.54% | +133+0.8% | Added |
| Geneva Capital Management LLC | 16,029 | $2.27M | 0.05% | −1,728−9.7% | Reduced |
| Lavaca Capital LLC | 16,006 | $2.27M | 0.90% | +4,351+37.3% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,037 | $2.27M | 1.48% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 16,071 | $2.28M | 0.41% | +616+4.0% | Added |
| Northstar Asset Management LLC | 16,087 | $2.28M | 0.72% | −160−1.0% | Reduced |
| Orion Portfolio Solutions, LLC | 16,125 | $2.29M | 0.08% | −513−3.1% | Reduced |