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 |
|---|---|---|---|---|---|
| Tillman Hartley LLC | 1,907 | $270.4K | 0.12% | +1,907 | New |
| Element Wealth, LLC | 1,907 | $270.4K | 0.22% | −113−5.6% | Reduced |
| Vigilant Capital Management, LLC | 1,911 | $271.0K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 1,908 | $271.0K | 0.17% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,912 | $271.2K | 0.06% | +20+1.1% | Added |
| Flaharty Asset Management, LLC | 1,912 | $271.2K | 0.05% | +111+6.2% | Added |
| Phillips Financial Management, LLC | 1,913 | $271.2K | 0.03% | +81+4.4% | Added |
| Armstrong Henry H Associates Inc | 1,914 | $271.4K | 0.03% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,914 | $271.4K | 0.12% | +333+21.1% | Added |
| Traphagen Investment Advisors LLC | 1,883 | $271.5K | 0.04% | +73+4.0% | Added |
| Norway Savings Bank | 1,916 | $271.7K | 0.14% | −75−3.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,917 | $271.9K | 0.06% | +74+4.0% | Added |
| Ellsworth Advisors, LLC | 1,932 | $272.0K | 0.10% | +1,932 | New |
| Seaside Wealth Management, Inc. | 1,921 | $272.4K | 0.18% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 1,925 | $272.9K | 0.24% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,932 | $273.9K | 0.11% | +1,932 | New |
| Neo Ivy Capital Management | 1,932 | $274.0K | 0.19% | +1,932 | New |
| New Millennium Group LLC | 1,935 | $274.3K | 0.29% | −42−2.1% | Reduced |
| Bluesphere Advisors, LLC | 1,936 | $274.5K | 0.24% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 1,901 | $275.4K | 0.18% | +1,901 | New |
| MinichMacGregor Wealth Management, LLC | 1,945 | $275.8K | 0.10% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,946 | $275.9K | 0.10% | +1,946 | New |
| LVM Capital Management Ltd | 1,947 | $276.0K | 0.04% | −1,000−33.9% | Reduced |
| Renaissance Investment Group LLC | 1,947 | $276.1K | 0.08% | +245+14.4% | Added |
| Vista Wealth Management Group, LLC | 1,956 | $277.3K | 0.03% | +402+25.9% | Added |
| NinePointTwo Capital | 1,963 | $278.0K | 0.12% | 00.0% | Unchanged |
| Avant Capital LLC | 1,961 | $278.1K | 0.34% | +1,961 | New |
| Charter Oak Capital Management, LLC | 1,966 | $278.8K | 0.04% | +148+8.1% | Added |
| Renasant Bank | 1,978 | $280.5K | 0.21% | −154−7.2% | Reduced |
| LVW Advisors, LLC | 1,988 | $281.9K | 0.06% | −138−6.5% | Reduced |
| Outlook Wealth Advisors, LLC | 1,989 | $282.0K | 0.13% | −62−3.0% | Reduced |
| MBA Advisors LLC | 1,991 | $282.3K | 0.18% | −5−0.3% | Reduced |
| Family Asset Management, LLC | 1,994 | $282.7K | 0.23% | +1,994 | New |
| Wayfinding Financial, LLC | 2,085 | $283.0K | 0.23% | −724−25.8% | Reduced |
| M. Kraus & Co | 1,996 | $283.0K | 0.10% | +28+1.4% | Added |
| Redwood Financial Network Corp | 1,996 | $283.0K | 0.32% | +336+20.2% | Added |
| Private Capital Management, LLC | 1,997 | $283.1K | 0.04% | +1,997 | New |
| Klingman & Associates, LLC | 1,997 | $283.2K | 0.02% | −126−5.9% | Reduced |
| Gibson Capital, LLC | 2,000 | $283.6K | 0.08% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 2,000 | $283.6K | 0.10% | 00.0% | Unchanged |
| Commons Capital, LLC | 2,002 | $283.9K | 0.47% | −236−10.5% | Reduced |
| Centerpoint Advisors, LLC | 2,000 | $284.0K | 0.13% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,998 | $284.0K | 0.25% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,999 | $284.4K | 0.06% | +82+4.3% | Added |
| Difesa Capital Management, LP | 2,008 | $284.7K | 0.22% | +2,008 | New |
| Syntal Capital Partners, LLC | 2,000 | $284.7K | 0.11% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,010 | $285.0K | 0.38% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,010 | $285.0K | 0.05% | +70+3.6% | Added |
| Versant Capital Management, Inc | 2,013 | $285.4K | 0.10% | +16+0.8% | Added |
| Magnolia Capital Management Ltd | 2,020 | $286.0K | 0.28% | +20+1.0% | Added |
| Hobart Private Capital, LLC | 2,044 | $289.8K | 0.20% | −258−11.2% | Reduced |
| Community Bank of Raymore | 2,050 | $290.7K | 0.11% | −50−2.4% | Reduced |
| Schwartz Investment Counsel Inc | 2,050 | $290.7K | 0.01% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,045 | $291.1K | 0.32% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,065 | $292.8K | 0.17% | −78−3.6% | Reduced |
| Warwick Investment Management, Inc. | 2,070 | $293.6K | 0.12% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 2,070 | $294.0K | 0.01% | +69+3.4% | Added |
| Mma Asset Management LLC | 2,074 | $294.1K | 0.24% | −39−1.8% | Reduced |
| Retirement Investment Advisors, Inc. | 2,077 | $294.5K | 0.19% | +2,077 | New |
| Engrave Wealth Partners LLC | 2,094 | $294.9K | 0.10% | +125+6.3% | Added |
| BCS Wealth Management | 2,082 | $295.0K | 0.12% | 00.0% | Unchanged |
| Barings LLC | 2,084 | $295.5K | 0.01% | −30−1.4% | Reduced |
| Horan Securities, Inc. | 2,087 | $295.9K | 0.17% | −23−1.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,088 | $296.1K | 0.03% | −17−0.8% | Reduced |
| Angeles Wealth Management, LLC | 2,091 | $296.5K | 0.05% | +345+19.8% | Added |
| Hamilton Capital, LLC | 2,096 | $297.2K | 0.02% | +419+25.0% | Added |
| Options Solutions, LLC | 2,100 | $297.8K | 0.42% | −200−8.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,101 | $297.9K | 0.17% | +2,101 | New |
| Chilton Investment Co LLC | 2,102 | $298.0K | 0.01% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 2,076 | $298.7K | 0.19% | −98−4.5% | Reduced |
| Colony Family Offices, LLC | 2,100 | $298.9K | 0.12% | 00.0% | Unchanged |
| Owen LaRue, LLC | 2,089 | $300.3K | 0.32% | +2,089 | New |
| Claris Advisors, LLC | 2,121 | $300.7K | 0.29% | +31+1.5% | Added |
| Tandem Investment Advisors, Inc. | 2,123 | $301.0K | 0.02% | +556+35.5% | Added |
| David J Yvars Group | 2,124 | $301.2K | 0.38% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,125 | $301.3K | 0.03% | −203−8.7% | Reduced |
| Sage Rhino Capital LLC | 2,126 | $301.4K | 0.10% | +42+2.0% | Added |
| Alera Investment Advisors, LLC | 2,129 | $301.9K | 0.07% | +43+2.1% | Added |
| Glass Jacobson Investment Advisors llc | 2,131 | $302.1K | 0.15% | +2,131 | New |
| Camarda Financial Advisors, LLC | 2,137 | $303.0K | 0.31% | −163−7.1% | Reduced |
| Brown Miller Wealth Management, LLC | 2,152 | $305.1K | 0.19% | −300−12.2% | Reduced |
| Buffington Mohr McNeal | 2,154 | $305.4K | 0.07% | −140−6.1% | Reduced |
| Carr Financial Group Corp | 2,151 | $306.1K | 0.16% | +2,151 | New |
| Beaumont Financial Advisors, LLC | 2,161 | $306.4K | 0.03% | +2,161 | New |
| Bernardo Wealth Planning LLC | 2,161 | $306.5K | 0.14% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,168 | $307.4K | 0.07% | +2,168 | New |
| Van Cleef Asset Management,Inc | 2,170 | $307.7K | 0.05% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 2,173 | $308.2K | 0.15% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 2,178 | $308.8K | 0.04% | +112+5.4% | Added |
| Cim Investment Mangement Inc | 2,185 | $309.8K | 0.12% | −4,555−67.6% | Reduced |
| Northside Capital Management, LLC | 2,186 | $310.0K | 0.09% | +200+10.1% | Added |
| Virtus Investment Advisers, Inc. | 2,191 | $310.7K | 0.21% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,192 | $310.8K | 0.09% | +90+4.3% | Added |
| Biechele Royce Advisors | 2,193 | $311.0K | 0.13% | +43+2.0% | Added |
| Echo45 Advisors LLC | 2,194 | $311.1K | 0.28% | −11−0.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,195 | $311.3K | 0.03% | −481−18.0% | Reduced |
| ASB Consultores, LLC | 2,198 | $311.7K | 0.13% | −662−23.1% | Reduced |
| Exchange Capital Management, Inc. | 2,202 | $312.2K | 0.07% | −50−2.2% | Reduced |
| Briggs Advisory Group, Inc. | 2,208 | $313.1K | 0.20% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,213 | $313.8K | 0.08% | 00.0% | Unchanged |