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 7 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 |
|---|---|---|---|---|---|
| Arcus Capital Partners, LLC | 1,650 | $233.9K | 0.09% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 1,653 | $234.4K | 0.19% | −111−6.3% | Reduced |
| TAP Consulting, LLC | 1,656 | $234.8K | 0.06% | −1,331−44.6% | Reduced |
| Meridian Wealth Partners, LLC | 1,660 | $235.3K | 0.05% | −221−11.7% | Reduced |
| Klingenstein Fields & Co LP | 1,661 | $235.5K | 0.01% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,663 | $235.7K | 0.28% | +1+0.1% | Added |
| Kolinsky Wealth Management, LLC | 1,664 | $236.0K | 0.27% | −467−21.9% | Reduced |
| Tranquility Partners, LLC | 1,665 | $236.0K | 0.12% | +1,665 | New |
| Intrepid Financial Planning Group LLC | 1,667 | $236.4K | 0.13% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,669 | $236.7K | 0.12% | −98−5.5% | Reduced |
| Taylor Hoffman Wealth Management | 1,671 | $236.9K | 0.15% | −930−35.8% | Reduced |
| Navellier & Associates Inc | 1,672 | $237.1K | 0.05% | +100+6.4% | Added |
| Cassia Capital Partners, LLC | 1,677 | $237.8K | 0.20% | +1,677 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,678 | $237.9K | 0.23% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,682 | $238.5K | 0.04% | −28−1.6% | Reduced |
| Geller Advisors LLC | 1,677 | $238.6K | 0.04% | +1,677 | New |
| Southland Equity Partners LLC | 1,684 | $238.8K | 0.09% | +1,684 | New |
| Leisure Capital Management | 1,687 | $239.2K | 0.12% | +62+3.8% | Added |
| ELCO Management Co., LLC | 1,690 | $239.6K | 0.18% | −405−19.3% | Reduced |
| Alta Wealth Advisors LLC | 1,698 | $240.7K | 0.16% | −28−1.6% | Reduced |
| Synergy Financial Management, LLC | 1,699 | $240.9K | 0.06% | −200−10.5% | Reduced |
| Levy Wealth Management Group, LLC | 1,700 | $241.0K | 0.08% | −74−4.2% | Reduced |
| Burns J W & Co Inc | 1,697 | $241.0K | 0.04% | +31+1.9% | Added |
| Cornerstone Retirement Group, Inc. | 1,700 | $241.0K | 0.07% | +1,700 | New |
| Stordahl Capital Management, Inc. | 1,701 | $241.2K | 0.08% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,700 | $241.9K | 0.08% | +137+8.8% | Added |
| Sawyer & Company, Inc | 1,704 | $242.0K | 0.12% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,707 | $242.0K | 0.10% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 1,710 | $242.5K | 0.10% | +112+7.0% | Added |
| River Wealth Advisors LLC | 1,713 | $242.9K | 0.05% | −147−7.9% | Reduced |
| Vishria Bird Financial Group, LLC | 1,716 | $243.0K | 0.17% | 00.0% | Unchanged |
| Montis Financial, LLC | 1,716 | $243.3K | 0.21% | −14−0.8% | Reduced |
| SPC Financial, Inc. | 1,722 | $244.2K | 0.03% | +1,722 | New |
| Hartford Funds Management Co LLC | 1,734 | $245.9K | 0.03% | +1,734 | New |
| Flynn Zito Capital Management, LLC | 1,735 | $246.0K | 0.21% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,735 | $246.0K | 0.30% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,736 | $246.1K | 0.07% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,737 | $246.3K | 0.14% | +1,737 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,740 | $246.7K | 0.05% | −2,574−59.7% | Reduced |
| Jackson Square Capital, LLC | 1,743 | $247.1K | 0.12% | −199−10.2% | Reduced |
| Corrigan Financial, Inc. | 1,746 | $247.5K | 0.09% | −1,470−45.7% | Reduced |
| Financial Strategies Group, Inc. | 1,747 | $247.7K | 0.10% | −39−2.2% | Reduced |
| Clean Yield Group | 1,750 | $248.1K | 0.11% | +150+9.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,752 | $248.4K | 0.18% | +122+7.5% | Added |
| Motive Wealth Advisors | 1,756 | $249.0K | 0.19% | +1,756 | New |
| Windsor Group LTD | 1,694 | $249.0K | 0.05% | +18+1.1% | Added |
| Taylor & Morgan Wealth Management, LLC | 1,760 | $249.6K | 0.24% | +77+4.6% | Added |
| SMH Capital Advisors Inc | 1,761 | $249.7K | 0.36% | +56+3.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,767 | $250.5K | 0.02% | −263−13.0% | Reduced |
| Truadvice, LLC | 1,737 | $250.8K | 0.13% | +1,737 | New |
| Compass Ion Advisors, LLC | 1,772 | $251.2K | 0.06% | −73−4.0% | Reduced |
| Baron Wealth Management LLC | 1,776 | $251.9K | 0.19% | +1,776 | New |
| Family Investment Center, Inc. | 1,794 | $254.4K | 0.19% | +1,794 | New |
| Apexium Financial, LP | 1,796 | $254.7K | 0.03% | +1,796 | New |
| First Affirmative Financial Network | 1,796 | $254.7K | 0.31% | −311−14.8% | Reduced |
| MB, Levis & Associates, LLC | 1,798 | $255.0K | 0.20% | +1,798 | New |
| Keywise Capital Management (HK) Ltd | 1,800 | $255.2K | 0.09% | +1,800 | New |
| SYSTM Wealth Solutions LLC | 1,801 | $255.3K | 0.03% | +1,801 | New |
| Paulson Wealth Management Inc. | 1,806 | $256.1K | 0.12% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,809 | $256.5K | 0.15% | +197+12.2% | Added |
| Mezzasalma Advisors, LLC | 1,810 | $256.6K | 0.22% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,791 | $257.2K | 0.07% | −24−1.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,814 | $257.2K | 0.29% | +235+14.9% | Added |
| Blossom Wealth Management | 1,818 | $257.8K | 1.24% | +40+2.2% | Added |
| Rock Creek Group, LP | 1,821 | $258.2K | 0.03% | −29−1.6% | Reduced |
| Breakwater Capital Group | 1,823 | $258.5K | 0.14% | +1,823 | New |
| Financial Network Wealth Management LLC | 1,830 | $259.5K | 0.14% | +24+1.3% | Added |
| Provence Wealth Management Group | 1,830 | $259.5K | 0.21% | +1,830 | New |
| LGL Partners, LLC | 1,832 | $259.7K | 0.05% | −120−6.1% | Reduced |
| MGO Private Wealth, LLC | 1,832 | $259.8K | 0.12% | −20−1.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 1,840 | $260.0K | 0.23% | −150−7.5% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,837 | $260.0K | 0.22% | +1,837 | New |
| Carl P. Sherr & Co., LLC | 1,835 | $260.2K | 0.20% | +96+5.5% | Added |
| Investment Management of Virginia LLC | 1,839 | $260.8K | 0.05% | 00.0% | Unchanged |
| Goodwin Daniel L | 1,840 | $260.9K | 0.13% | +1,840 | New |
| Carolinas Wealth Consulting LLC | 17,026 | $261.0K | 0.06% | +75+0.4% | Added |
| Aprio Wealth Management, LLC | 1,842 | $261.2K | 0.09% | +1,842 | New |
| Cypress Asset Management Inc | 1,843 | $261.3K | 0.09% | −325−15.0% | Reduced |
| Larson Financial Group LLC | 1,845 | $261.6K | 0.03% | −106−5.4% | Reduced |
| Hemington Wealth Management | 1,850 | $262.0K | 0.11% | +2+0.1% | Added |
| Strata Wealth Advisors, LLC | 1,864 | $264.3K | 0.15% | +1,864 | New |
| Objective Capital Management, LLC | 1,865 | $264.4K | 0.26% | +137+7.9% | Added |
| EPG Wealth Management LLC | 1,868 | $264.8K | 0.10% | −269−12.6% | Reduced |
| Lodestone Wealth Management LLC | 1,872 | $265.5K | 0.21% | +1,872 | New |
| Amplius Wealth Advisors, LLC | 1,873 | $265.6K | 0.04% | +7+0.4% | Added |
| Centric Wealth Management | 1,876 | $265.9K | 0.13% | −654−25.8% | Reduced |
| Private Asset Management Inc | 1,885 | $267.0K | 0.05% | −265−12.3% | Reduced |
| Crabel Capital Management, LLC | 1,884 | $267.0K | 0.10% | +1,884 | New |
| Fortress Wealth Group, LLC | 1,884 | $267.1K | 0.19% | −391−17.2% | Reduced |
| Pallas Capital Advisors LLC | 1,901 | $267.1K | 0.03% | −226−10.6% | Reduced |
| Maple Capital Management, Inc. | 1,885 | $267.3K | 0.04% | +82+4.5% | Added |
| Matrix Asset Advisors Inc | 1,887 | $267.6K | 0.04% | +103+5.8% | Added |
| Willow Creek Wealth Management Inc. | 1,892 | $268.0K | 0.04% | +1+0.1% | Added |
| Summitry LLC | 1,894 | $268.6K | 0.02% | +1,894 | New |
| Redwood Wealth Management Group, LLC | 1,894 | $268.6K | 0.34% | +1,894 | New |
| Clear Creek Financial Management, LLC | 1,896 | $269.3K | 0.06% | −301−13.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,900 | $269.4K | 0.08% | −200−9.5% | Reduced |
| Sage Private Wealth Group, LLC | 1,903 | $269.8K | 0.32% | −70−3.5% | Reduced |
| Abundance Wealth Counselors | 1,902 | $270.0K | 0.07% | +25+1.3% | Added |
| Financial Sense Advisors, Inc. | 1,905 | $270.1K | 0.11% | −44−2.3% | Reduced |