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; 4,426 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
- 2,814
- +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
- 1,026 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Private Ocean, LLC | 491 | $69.6K | 0.01% | −43−8.1% | Reduced |
| Baldrige Asset Management LLC | 496 | $70.0K | 0.03% | +27+5.8% | Added |
| Caldwell Sutter Capital, Inc. | 500 | $70.9K | 0.06% | +500 | New |
| Grey Fox Wealth Advisors, LLC | 503 | $71.3K | 0.05% | +503 | New |
| Abound Wealth Management | 520 | $73.7K | 0.04% | −42−7.5% | Reduced |
| Albion Financial Group | 525 | $74.4K | 0.01% | −10−1.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 524 | $75.0K | 0.03% | −2−0.4% | Reduced |
| Clear Investment Research, LLC | 530 | $75.0K | 0.15% | +50+10.4% | Added |
| Perkins Coie Trust Co | 538 | $76.3K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 546 | $77.4K | 0.05% | +546 | New |
| Silicon Valley Capital Partners | 546 | $77.4K | 0.02% | +546 | New |
| Cedar Mountain Advisors, LLC | 554 | $78.6K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 561 | $79.5K | 0.07% | +561 | New |
| Cassady Schiller Wealth Management, LLC | 567 | $80.5K | 0.05% | +567 | New |
| United Community Bank | 589 | $83.5K | 0.08% | −65−9.9% | Reduced |
| Worth Asset Management, LLC | 592 | $83.9K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 604 | $85.6K | 0.03% | 00.0% | Unchanged |
| Affiance Financial, LLC | 619 | $87.8K | 0.04% | +619 | New |
| AlphaMark Advisors, LLC | 624 | $88.0K | 0.04% | +66+11.8% | Added |
| Antonetti Capital Management LLC | 650 | $92.2K | 0.13% | −100−13.3% | Reduced |
| Hillsdale Investment Management Inc. | 662 | $93.9K | 0.01% | +120+22.1% | Added |
| Carolina Wealth Advisors, LLC | 663 | $94.0K | 0.06% | +35+5.6% | Added |
| Canton Hathaway, LLC | 672 | $95.0K | 0.03% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 665 | $96.0K | 0.04% | +2+0.3% | Added |
| Earnest Partners LLC | 687 | $97.4K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 695 | $98.5K | 0.06% | −151−17.8% | Reduced |
| Vestor Capital, LLC | 696 | $99.0K | 0.01% | +31+4.7% | Added |
| Fairfield Financial Advisors, LTD | 729 | $103.4K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 731 | $103.7K | 0.02% | +234+47.1% | Added |
| Red Tortoise LLC | 737 | $104.5K | 0.07% | +737 | New |
| Kelly Lawrence W & Associates Inc | 740 | $104.9K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 740 | $104.9K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 746 | $105.8K | 0.01% | +33+4.6% | Added |
| Kozak & Associates, Inc. | 747 | $106.0K | 0.05% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 776 | $109.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 852 | $110.0K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 782 | $110.9K | 0.07% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 791 | $112.1K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 797 | $113.0K | 0.07% | +797 | New |
| Coppell Advisory Solutions LLC | 801 | $113.6K | 0.04% | +801 | New |
| Coppell Advisory Solutions Corp. | 801 | $113.6K | 0.04% | +801 | New |
| RE Dickinson Investment Advisors, LLC | 806 | $114.0K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 808 | $114.5K | 0.05% | +7+0.9% | Added |
| Spartan Planning & Wealth Management | 816 | $115.7K | 0.14% | +816 | New |
| Creative Capital Management Investments LLC | 820 | $116.0K | 0.10% | +820 | New |
| Win Advisors, Inc | 828 | $117.4K | 0.04% | +656+381.4% | Added |
| Bourgeon Capital Management LLC | 838 | $118.8K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 845 | $119.8K | 0.03% | +845 | New |
| Capital Advisors, Ltd. LLC | 1,151 | $121.0K | 0.02% | −741−39.2% | Reduced |
| Covestor Ltd | 881 | $125.0K | 0.10% | −86−8.9% | Reduced |
| Garde Capital, Inc. | 888 | $126.0K | 0.02% | +114+14.7% | Added |
| Harvest Fund Management Co., Ltd | 904 | $128.0K | 0.03% | +904 | New |
| Ten Capital Wealth Advisors, LLC | 915 | $129.7K | 0.05% | −77−7.8% | Reduced |
| Seldon Capital LP | 918 | $130.2K | 0.11% | 00.0% | Unchanged |
| Schubert & Co | 924 | $131.1K | 0.12% | −65−6.6% | Reduced |
| Blume Capital Management, Inc. | 958 | $135.8K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 960 | $136.0K | 0.77% | +8+0.8% | Added |
| Column Capital Advisors, LLC | 966 | $137.0K | 0.02% | −169−14.9% | Reduced |
| Cornerstone Planning Group LLC | 1,009 | $140.2K | 0.06% | +1,009 | New |
| Okabena Investment Services Inc | 1,000 | $141.8K | 0.10% | −4,330−81.2% | Reduced |
| Perritt Capital Management Inc | 1,000 | $141.8K | 0.08% | +1,000 | New |
| Miller Wealth Advisors, LLC | 1,042 | $146.0K | 0.10% | +100+10.6% | Added |
| Phocas Financial Corp. | 1,050 | $148.9K | 0.02% | +1,050 | New |
| Core Wealth Advisors, Inc. | 1,059 | $150.2K | 0.07% | +53+5.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,074 | $152.0K | 0.13% | +146+15.7% | Added |
| Hallmark Capital Management Inc | 1,111 | $157.5K | 0.01% | −297−21.1% | Reduced |
| EWG Elevate Inc. | 1,114 | $158.0K | 0.08% | +1,114 | New |
| Piershale Financial Group, Inc. | 1,116 | $158.2K | 0.13% | +1,116 | New |
| Lansing Street Advisors | 1,122 | $159.0K | 0.11% | +14+1.3% | Added |
| Evolution Advisers, Inc. | 1,149 | $163.0K | 0.13% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,148 | $163.0K | 0.11% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,166 | $165.3K | 0.13% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,174 | $166.5K | 0.19% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,200 | $170.1K | 0.16% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,239 | $176.0K | 0.05% | +1,239 | New |
| Financial Management Professionals, Inc. | 1,253 | $178.0K | 0.04% | +10+0.8% | Added |
| Key Financial Inc | 1,403 | $182.0K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,297 | $184.0K | 0.06% | −67−4.9% | Reduced |
| TSFG, LLC | 1,295 | $184.0K | 0.07% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,305 | $185.1K | 0.05% | −600−31.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 1,350 | $191.9K | 0.01% | +1,350 | New |
| Acima Private Wealth, LLC | 1,372 | $194.5K | 0.10% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,403 | $199.0K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,413 | $200.3K | 0.04% | +1,413 | New |
| Financial Freedom, LLC | 1,418 | $201.0K | 0.14% | +1,418 | New |
| Oak Ridge Investments LLC | 1,423 | $201.8K | 0.03% | +1,423 | New |
| Ategra Capital Management, LLC | 1,425 | $202.1K | 0.11% | +1,425 | New |
| Peak Asset Management, LLC | 1,426 | $202.2K | 0.05% | +1,426 | New |
| Trinity Legacy Partners, LLC | 1,426 | $202.2K | 0.08% | +1,426 | New |
| Poehling Capital Management, LLC | 1,426 | $202.2K | 0.08% | +1,426 | New |
| Connors Investor Services Inc | 1,431 | $202.9K | 0.03% | +1,431 | New |
| SRS Capital Advisors, Inc. | 1,431 | $202.9K | 0.03% | +42+3.0% | Added |
| StrongBox Wealth, LLC | 1,446 | $205.1K | 0.15% | −290−16.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,448 | $205.3K | 0.05% | −6−0.4% | Reduced |
| KLR Investment Advisors, LLC | 1,444 | $205.6K | 0.17% | +1,444 | New |
| Mokosak Advisory Group, LLC | 1,448 | $205.8K | 0.09% | −176−10.8% | Reduced |
| New England Professional Planning Group Inc. | 1,452 | $205.9K | 0.12% | +1,452 | New |
| Beach Investment Counsel Inc | 1,453 | $206.0K | 0.03% | +1,453 | New |
| Western Pacific Wealth Management, LP | 1,455 | $206.3K | 0.17% | −38−2.5% | Reduced |
| Aspen Grove Capital, LLC | 1,450 | $206.3K | 0.10% | +1,450 | New |