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 |
|---|---|---|---|---|---|
| Gemmer Asset Management LLC | 2,214 | $313.9K | 0.05% | +5+0.2% | Added |
| NCM Capital Management, LLC | 2,214 | $314.0K | 0.21% | −20−0.9% | Reduced |
| Horst & Graben Wealth Management LLC | 2,216 | $314.0K | 0.08% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,185 | $314.0K | 0.25% | +1,885+628.3% | Added |
| Oak Thistle LLC | 2,226 | $315.6K | 0.68% | +2,226 | New |
| United Bank | 2,228 | $315.9K | 0.19% | −546−19.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,230 | $316.2K | 0.08% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 2,231 | $316.3K | 0.10% | −680−23.4% | Reduced |
| Fortis Advisors, LLC | 2,234 | $316.8K | 0.24% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,247 | $318.6K | 0.14% | −150−6.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,250 | $319.0K | 0.28% | −23−1.0% | Reduced |
| NewEdge Wealth, LLC | 2,252 | $319.3K | 0.01% | +80+3.7% | Added |
| Aua Capital Management, LLC | 2,253 | $319.5K | 0.22% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,256 | $319.9K | 0.22% | 00.0% | Unchanged |
| Sierra Capital LLC | 2,258 | $320.0K | 0.05% | +160+7.6% | Added |
| Advance Capital Management, Inc. | 2,258 | $320.2K | 0.04% | +25+1.1% | Added |
| Ballast Advisors LLC | 2,262 | $320.7K | 0.14% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 2,264 | $321.0K | 0.10% | 00.0% | Unchanged |
| WP Advisors, LLC | 2,270 | $321.9K | 0.14% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 2,271 | $322.0K | 0.04% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,272 | $322.1K | 0.39% | +33+1.5% | Added |
| Cedrus LLC | 2,281 | $323.5K | 0.26% | +35+1.6% | Added |
| Integrated Investment Consultants, LLC | 2,283 | $323.7K | 0.11% | +412+22.0% | Added |
| OneAscent Financial Services LLC | 2,286 | $325.0K | 0.14% | −245−9.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,293 | $325.2K | 0.18% | −218−8.7% | Reduced |
| Guyasuta Investment Advisors Inc | 2,295 | $325.4K | 0.03% | +50+2.2% | Added |
| DDFG, Inc | 2,297 | $325.7K | 0.13% | +2,297 | New |
| Long Run Wealth Advisors, LLC | 2,298 | $325.8K | 0.12% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 2,303 | $326.5K | 0.12% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 2,303 | $326.6K | 0.14% | +9+0.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,307 | $327.2K | 0.03% | −300−11.5% | Reduced |
| Vicus Capital | 2,320 | $328.9K | 0.04% | −1,866−44.6% | Reduced |
| Capital Square, LLC | 2,320 | $329.0K | 0.30% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 2,325 | $330.0K | 0.27% | +2,325 | New |
| First Business Financial Services, Inc. | 2,337 | $331.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 2,337 | $331.4K | 0.24% | +214+10.1% | Added |
| Delap Wealth Advisory, LLC | 2,341 | $331.9K | 0.35% | +2,341 | New |
| Ssi Investment Management LLC | 2,349 | $333.1K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,353 | $333.6K | 0.05% | −918−28.1% | Reduced |
| Zions Bancorporation, N.A. | 2,358 | $334.3K | 0.03% | +76+3.3% | Added |
| Fidelis Capital Partners, LLC | 2,312 | $335.1K | 0.40% | +2,312 | New |
| ERn Financial, LLC | 2,364 | $335.2K | 0.08% | +19+0.8% | Added |
| Stewart & Patten Co LLC | 2,376 | $336.9K | 0.06% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 2,368 | $337.1K | 0.10% | −157−6.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,386 | $338.3K | 0.02% | +159+7.1% | Added |
| American Institute for Advanced Investment Management, LLP | 2,390 | $338.9K | 0.31% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,406 | $338.9K | 0.08% | −58−2.4% | Reduced |
| Cross Staff Investments Inc | 2,394 | $339.4K | 0.36% | −100−4.0% | Reduced |
| Fiera Capital Corp | 2,394 | $339.4K | 0.00% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,395 | $339.6K | 0.24% | +500+26.4% | Added |
| Sherbrooke Park Advisers LLC | 2,400 | $340.3K | 0.25% | +2,400 | New |
| Tufton Capital Management | 2,401 | $340.4K | 0.07% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,405 | $341.0K | 0.16% | +2,405 | New |
| Oakwell Private Wealth Management, LLC | 2,406 | $341.1K | 0.16% | −101−4.0% | Reduced |
| FirstPurpose Wealth LLC | 2,411 | $341.9K | 0.19% | +136+6.0% | Added |
| McAdam, LLC | 2,365 | $342.0K | 0.03% | +88+3.9% | Added |
| RWM Asset Management, LLC | 2,416 | $342.6K | 0.07% | +2,176+906.7% | Added |
| Riverview Trust Co | 2,420 | $343.0K | 0.32% | +409+20.3% | Added |
| Demars Financial Group, LLC | 2,420 | $343.1K | 0.19% | −33−1.3% | Reduced |
| West Paces Advisors Inc. | 2,423 | $343.6K | 0.11% | +207+9.3% | Added |
| Aletheian Wealth Advisors LLC | 2,424 | $343.7K | 0.30% | +2,424 | New |
| Olistico Wealth, LLC | 2,425 | $343.8K | 0.37% | +2,425 | New |
| Insight Folios Inc | 2,427 | $344.1K | 0.16% | +63+2.7% | Added |
| Summit Financial, LLC | 2,430 | $344.6K | 0.03% | −931−27.7% | Reduced |
| Alpha Omega Wealth Management LLC | 2,432 | $344.8K | 0.06% | −29−1.2% | Reduced |
| Global Financial Private Client, LLC | 2,436 | $345.5K | 0.19% | −4,975−67.1% | Reduced |
| Financial Planning & Information Services, Inc. | 2,438 | $345.7K | 0.07% | +333+15.8% | Added |
| Firethorn Wealth Partners, LLC | 2,439 | $345.9K | 0.29% | +175+7.7% | Added |
| LWMG, LLC | 2,441 | $346.2K | 0.12% | +2,441 | New |
| BLB&B Advisors, LLC | 2,445 | $346.7K | 0.03% | −97−3.8% | Reduced |
| Founders Capital Management, LLC | 2,455 | $348.1K | 0.09% | 00.0% | Unchanged |
| Unique Wealth, LLC | 2,456 | $348.3K | 0.19% | +2,456 | New |
| Gallacher Capital Management LLC | 2,467 | $349.8K | 0.21% | +2,467 | New |
| Houlihan Financial Resource Group, Ltd. | 2,463 | $350.0K | 0.20% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 2,706 | $351.0K | 0.13% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,467 | $351.1K | 0.03% | +2,467 | New |
| Crewe Advisors LLC | 2,477 | $351.2K | 0.06% | −137−5.2% | Reduced |
| Luts & Greenleigh Group, Inc | 2,478 | $351.4K | 0.45% | +2,478 | New |
| Kaydan Wealth Management, Inc. | 2,481 | $351.8K | 0.14% | −50−2.0% | Reduced |
| Formidable Asset Management, LLC | 2,481 | $352.0K | 0.08% | −100−3.9% | Reduced |
| Concord Wealth Partners | 2,496 | $354.0K | 0.11% | −1,337−34.9% | Reduced |
| Stonebridge Capital Management Inc | 2,500 | $354.0K | 0.17% | 00.0% | Unchanged |
| S&CO Inc | 2,500 | $354.0K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 2,501 | $354.6K | 0.19% | +2,501 | New |
| Cutter & CO Brokerage, Inc. | 2,520 | $357.4K | 0.12% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,525 | $358.0K | 0.16% | −357−12.4% | Reduced |
| Truepoint, Inc. | 2,526 | $358.2K | 0.01% | −124−4.7% | Reduced |
| Stephens Consulting, LLC | 2,527 | $358.2K | 0.24% | 00.0% | Unchanged |
| Independent Family Office, LLC | 2,540 | $360.1K | 0.22% | 00.0% | Unchanged |
| Kooman & Associates | 2,540 | $360.1K | 0.35% | +2,540 | New |
| Widmann Financial Services, Inc. | 2,541 | $360.3K | 0.38% | +10.0% | Added |
| Indie Asset Partners, LLC | 2,545 | $360.9K | 0.40% | −97−3.7% | Reduced |
| Baldwin Investment Management, LLC | 2,550 | $361.6K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,551 | $361.7K | 0.05% | +33+1.3% | Added |
| Compass Financial Group, INC | 2,569 | $364.0K | 0.13% | +2,569 | New |
| Rather & Kittrell, Inc. | 2,569 | $364.3K | 0.19% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 2,575 | $365.1K | 0.42% | +2,575 | New |
| Prentice Wealth Management LLC | 2,577 | $365.4K | 0.18% | +263+11.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,578 | $365.5K | 0.52% | +1,678+186.4% | Added |
| TRUE Private Wealth Advisors | 2,579 | $365.6K | 0.06% | −298−10.4% | Reduced |