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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 16,164 | $2.29M | 0.61% | +16,164 | New |
| Garrett Investment Advisors LLC | 16,178 | $2.29M | 0.40% | +4,728+41.3% | Added |
| Amussen Hunsaker Associates LLC | 16,241 | $2.30M | 0.64% | −107−0.7% | Reduced |
| True Capital Management | 16,250 | $2.30M | 1.87% | +16,250 | New |
| Naples Global Advisors, LLC | 16,223 | $2.31M | 0.29% | −359−2.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 16,388 | $2.32M | 0.83% | −71−0.4% | Reduced |
| Security National Bank of So Dak | 16,391 | $2.32M | 1.69% | +445+2.8% | Added |
| Mitchell Sinkler & Starr | 16,403 | $2.33M | 0.75% | −1,143−6.5% | Reduced |
| Hodges Capital Management Inc. | 16,406 | $2.33M | 0.20% | +787+5.0% | Added |
| Equitable Trust Co | 16,453 | $2.33M | 0.18% | +297+1.8% | Added |
| Beacon Financial Group | 16,431 | $2.33M | 0.32% | −1,407−7.9% | Reduced |
| Peddock Capital Advisors, LLC | 16,483 | $2.34M | 0.90% | +3,347+25.5% | Added |
| Marshall Financial Group LLC | 16,490 | $2.34M | 0.91% | +233+1.4% | Added |
| Dumont & Blake Investment Advisors LLC | 16,525 | $2.34M | 0.83% | −240−1.4% | Reduced |
| Convergence Investment Partners, LLC | 16,566 | $2.35M | 1.39% | −812−4.7% | Reduced |
| Harvey Capital Management Inc | 16,650 | $2.36M | 0.99% | −400−2.3% | Reduced |
| Lakeview Capital Partners, LLC | 16,672 | $2.37M | 0.76% | +6,408+62.4% | Added |
| Dorsey & Whitney Trust CO LLC | 16,735 | $2.37M | 0.23% | −188−1.1% | Reduced |
| Hollow Brook Wealth Management LLC | 16,691 | $2.38M | 1.14% | +416+2.6% | Added |
| Perigon Wealth Management, LLC | 16,760 | $2.38M | 0.15% | +5,697+51.5% | Added |
| Octavia Wealth Advisors, LLC | 16,723 | $2.38M | 0.59% | −446−2.6% | Reduced |
| Citizens Financial Group Inc | 16,773 | $2.38M | 0.09% | −628−3.6% | Reduced |
| Bessemer Securities LLC | 16,817 | $2.38M | 1.07% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 16,824 | $2.39M | 1.87% | +119+0.7% | Added |
| AllGen Financial Advisors, Inc. | 16,888 | $2.39M | 1.72% | +508+3.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,917 | $2.40M | 1.51% | −247−1.4% | Reduced |
| Cito Capital Group, LLC | 16,900 | $2.41M | 1.32% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 16,989 | $2.41M | 0.21% | −422−2.4% | Reduced |
| Robbins Farley LLC | 17,027 | $2.41M | 1.87% | −6,941−29.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,700 | $2.42M | 1.48% | +828+5.2% | Added |
| Summit Place Financial Advisors, LLC | 17,082 | $2.42M | 1.99% | +2,312+15.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,136 | $2.43M | 0.28% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 17,212 | $2.44M | 0.67% | +56+0.3% | Added |
| West Branch Capital LLC | 17,218 | $2.44M | 1.51% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 17,241 | $2.44M | 2.56% | −2,409−12.3% | Reduced |
| Dearborn Partners LLC | 17,267 | $2.45M | 0.10% | +559+3.3% | Added |
| Miller Investment Management, LP | 17,269 | $2.45M | 0.42% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17,285 | $2.45M | 0.38% | +345+2.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,288 | $2.45M | 0.55% | +536+3.2% | Added |
| Dynamic Advisor Solutions LLC | 17,324 | $2.46M | 0.17% | +36+0.2% | Added |
| Northstar Group, Inc. | 17,337 | $2.46M | 0.70% | −35−0.2% | Reduced |
| We Are One Seven, LLC | 17,398 | $2.47M | 0.25% | +304+1.8% | Added |
| Virginia Wealth Management Group, Inc. | 17,401 | $2.47M | 1.71% | +1,025+6.3% | Added |
| Integrated Advisors Network LLC | 17,476 | $2.48M | 0.16% | +477+2.8% | Added |
| Sumitomo Life Insurance Co | 17,507 | $2.48M | 0.18% | +50.0% | Added |
| Wambolt & Associates, LLC | 17,519 | $2.48M | 0.95% | +219+1.3% | Added |
| Pinkerton Retirement Specialists, LLC | 17,521 | $2.48M | 0.54% | +1,271+7.8% | Added |
| First Hawaiian Bank | 17,572 | $2.49M | 0.09% | +1,367+8.4% | Added |
| ARGI Investment Services, LLC | 17,599 | $2.50M | 0.08% | +1,978+12.7% | Added |
| Northcape Wealth Management, LLC | 17,603 | $2.50M | 1.39% | −11,169−38.8% | Reduced |
| Quadrant Capital Group LLC | 17,617 | $2.50M | 0.28% | +1,812+11.5% | Added |
| Harbor Investment Advisory, LLC | 17,638 | $2.50M | 0.39% | −117−0.7% | Reduced |
| Anchor Investment Management, LLC | 17,694 | $2.51M | 0.36% | +1,876+11.9% | Added |
| Eads & Heald Wealth Management | 17,713 | $2.51M | 1.28% | +220+1.3% | Added |
| Diligent Investors, LLC | 17,717 | $2.51M | 0.82% | −200−1.1% | Reduced |
| Summit Asset Management, LLC | 17,725 | $2.51M | 0.73% | −490−2.7% | Reduced |
| Archford Capital Strategies, LLC | 17,732 | $2.51M | 0.58% | +267+1.5% | Added |
| Cigna Investments Inc | 17,786 | $2.52M | 0.53% | −138−0.8% | Reduced |
| AIMZ Investment Advisors, LLC | 17,797 | $2.52M | 1.19% | −250−1.4% | Reduced |
| Flagship Harbor Advisors, LLC | 17,838 | $2.53M | 0.26% | −97−0.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,920 | $2.54M | 0.58% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 17,931 | $2.54M | 0.76% | +350+2.0% | Added |
| Fairfield, Bush & Co. | 17,978 | $2.55M | 1.68% | +16+0.1% | Added |
| Mendel Capital Management LLC | 18,004 | $2.55M | 2.66% | −101−0.6% | Reduced |
| Comgest Global Investors S.A.S. | 18,015 | $2.55M | 0.06% | 00.0% | Unchanged |
| Westmount Partners, LLC | 18,068 | $2.56M | 1.33% | +18,068 | New |
| TrinityPoint Wealth, LLC | 18,112 | $2.57M | 0.58% | +5,095+39.1% | Added |
| Credit Agricole S A | 18,233 | $2.59M | 0.10% | +3,419+23.1% | Added |
| Primoris Wealth Advisors, LLC | 18,239 | $2.59M | 3.98% | +15,689+615.3% | Added |
| Brooks, Moore & Associates, Inc. | 18,250 | $2.59M | 1.89% | −480−2.6% | Reduced |
| Motley Fool Wealth Management, LLC | 18,345 | $2.60M | 0.18% | +635+3.6% | Added |
| Meeder Advisory Services, Inc. | 18,357 | $2.60M | 0.33% | +18,357 | New |
| Checchi Capital Advisers, LLC | 18,371 | $2.60M | 0.27% | +1,367+8.0% | Added |
| Delta Financial Advisors LLC | 18,406 | $2.61M | 1.27% | +20+0.1% | Added |
| Bank Ozk | 18,414 | $2.61M | 1.29% | −901−4.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,456 | $2.62M | 0.07% | −18−0.1% | Reduced |
| Kinloch Capital, LLC | 18,479 | $2.62M | 1.52% | +1,232+7.1% | Added |
| Waddell & Associates, LLC | 18,527 | $2.63M | 0.44% | −90−0.5% | Reduced |
| Thomasville National Bank | 18,590 | $2.64M | 0.30% | −383−2.0% | Reduced |
| Rocky Mountain Advisers, LLC | 18,606 | $2.64M | 1.46% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 18,664 | $2.65M | 0.90% | −201−1.1% | Reduced |
| Pathway Financial Advisers, LLC | 18,759 | $2.66M | 1.08% | +18,759 | New |
| Meeder Asset Management Inc | 18,766 | $2.66M | 0.23% | −14,305−43.3% | Reduced |
| Cantor Fitzgerald, L. P. | 18,769 | $2.66M | 0.06% | −137−0.7% | Reduced |
| Wunderlich Capital Managemnt | 18,765 | $2.66M | 1.48% | +123+0.7% | Added |
| CIC Wealth, LLC | 18,779 | $2.66M | 1.10% | +18,779 | New |
| Ashton Thomas Private Wealth, LLC | 18,789 | $2.66M | 0.26% | +123+0.7% | Added |
| Outfitter Financial LLC | 18,810 | $2.67M | 2.42% | −60−0.3% | Reduced |
| Snider Financial Group | 18,830 | $2.67M | 1.48% | −1,148−5.7% | Reduced |
| Rehmann Capital Advisory Group | 18,858 | $2.67M | 0.27% | −10.0% | Reduced |
| World Equity Group, Inc. | 18,870 | $2.68M | 0.63% | +117+0.6% | Added |
| Deane Retirement Strategies, Inc. | 18,884 | $2.68M | 1.49% | +3,642+23.9% | Added |
| Telemus Capital, LLC | 18,246 | $2.68M | 0.24% | −784−4.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 18,920 | $2.68M | 1.48% | +157+0.8% | Added |
| Tiedemann Advisors, LLC | 18,930 | $2.69M | 0.13% | +99+0.5% | Added |
| Axxcess Wealth Management, LLC | 19,017 | $2.70M | 0.22% | +3,724+24.4% | Added |
| Brookfield Asset Management Inc. | 19,065 | $2.70M | 0.01% | −219,421−92.0% | Reduced |
| Mattern Wealth Management LLC | 19,065 | $2.70M | 1.09% | +205+1.1% | Added |
| Geneos Wealth Management Inc. | 19,087 | $2.71M | 0.16% | +2,270+13.5% | Added |
| Forum Financial Management, LP | 19,229 | $2.73M | 0.09% | +301+1.6% | Added |