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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 2,591 | $367.4K | 0.22% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 2,594 | $367.8K | 0.16% | +545+26.6% | Added |
| Pinnacle Bancorp, Inc. | 2,592 | $368.0K | 0.14% | −100−3.7% | Reduced |
| Intact Investment Management Inc. | 2,600 | $368.7K | 0.02% | −25,300−90.7% | Reduced |
| New England Capital Financial Advisors LLC | 2,625 | $368.9K | 0.26% | +2,625 | New |
| First American Trust, FSB | 2,617 | $371.0K | 0.06% | −94−3.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,618 | $371.2K | 0.15% | +2,618 | New |
| Paragon Capital Management LLC | 2,630 | $372.9K | 0.23% | +116+4.6% | Added |
| Curi Capital | 2,631 | $373.0K | 0.05% | +607+30.0% | Added |
| German American Bancorp, Inc. | 2,637 | $373.9K | 0.06% | +31+1.2% | Added |
| Meritas Wealth Management, LLC | 2,642 | $374.6K | 0.31% | +2,642 | New |
| US Asset Management LLC | 2,648 | $375.0K | 0.40% | +2,648 | New |
| Live Oak Investment Partners | – | $375.2K | 0.34% | – | New |
| Cobblestone Capital Advisors LLC | 2,647 | $375.3K | 0.03% | −100−3.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,656 | $376.6K | 0.03% | +510+23.8% | Added |
| Karpas Strategies, LLC | 2,656 | $376.6K | 0.13% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,656 | $376.6K | 0.21% | +40+1.5% | Added |
| Prosperity Consulting Group, LLC | 2,670 | $378.6K | 0.25% | +143+5.7% | Added |
| Disciplined Investments, LLC | 2,673 | $378.9K | 0.19% | −5,029−65.3% | Reduced |
| Cladis Investment Advisory, LLC | 2,673 | $379.0K | 0.38% | +15+0.6% | Added |
| Essential Planning, LLC. | 2,926 | $379.5K | 0.29% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,686 | $380.8K | 0.20% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,691 | $381.6K | 0.02% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,691 | $381.6K | 0.33% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 2,690 | $381.6K | 0.08% | +5+0.2% | Added |
| State of Wyoming | 2,693 | $381.8K | 0.13% | +2,170+414.9% | Added |
| McLean Asset Management Corp | 2,699 | $382.7K | 0.13% | +87+3.3% | Added |
| Petrus Trust Company, LTA | 2,699 | $382.7K | 0.05% | +2,699 | New |
| First City Capital Management, Inc. | 2,699 | $382.8K | 0.23% | −350−11.5% | Reduced |
| Howard Financial Services, Ltd. | 2,702 | $383.2K | 0.10% | +92+3.5% | Added |
| Lantz Financial LLC | 2,710 | $384.3K | 0.17% | 00.0% | Unchanged |
| V2 Financial group LLC | 2,712 | $384.5K | 0.31% | −1,700−38.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,714 | $384.9K | 0.15% | +51+1.9% | Added |
| RDA Financial Network | 2,725 | $386.4K | 0.19% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 2,730 | $387.0K | 0.08% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,731 | $387.0K | 0.01% | +139+5.4% | Added |
| Linden Thomas Advisory Services, LLC | 2,730 | $387.1K | 0.11% | +2,730 | New |
| Prosperity Wealth Management, Inc. | 2,734 | $387.7K | 0.38% | +2,734 | New |
| Winch Advisory Services, LLC | 2,737 | $388.0K | 0.17% | −15−0.5% | Reduced |
| E Fund Management Co., Ltd. | 2,741 | $389.0K | 0.03% | −145−5.0% | Reduced |
| Global Wealth Strategies & Associates | 2,744 | $389.1K | 0.23% | +2,744 | New |
| Patron Partners Advisors, LLC | 2,753 | $390.3K | 0.29% | +85+3.2% | Added |
| Clarkston Capital Partners, LLC | 2,754 | $390.5K | 0.01% | +156+6.0% | Added |
| Weaver Consulting Group | 2,766 | $392.1K | 0.20% | +236+9.3% | Added |
| Addison Advisors LLC | 2,766 | $392.2K | 0.23% | −309−10.0% | Reduced |
| Univest Financial Corp | 2,771 | $392.9K | 0.12% | −368−11.7% | Reduced |
| First Citizens Financial Corp | 2,769 | $393.0K | 0.34% | +200+7.8% | Added |
| First Capital Advisors Group, LLC. | 2,778 | $393.9K | 0.27% | −1,290−31.7% | Reduced |
| SkyView Investment Advisors, LLC | 2,778 | $394.0K | 0.12% | −1,290−31.7% | Reduced |
| Kinsale Capital Group, Inc. | 2,780 | $394.2K | 0.34% | +2,780 | New |
| Zhang Financial LLC | 2,781 | $394.3K | 0.05% | +68+2.5% | Added |
| Sutton Wealth Advisors Inc. | 2,785 | $394.9K | 0.15% | +37+1.3% | Added |
| Fiducient Advisors LLC | 2,779 | $395.5K | 0.12% | +112+4.2% | Added |
| Wealth Dimensions Group, Ltd. | 2,791 | $395.7K | 0.16% | +473+20.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,793 | $396.0K | 0.01% | −1,829−39.6% | Reduced |
| Sound Financial Strategies Group, LLC | 2,796 | $396.4K | 0.29% | +2,796 | New |
| Circle Wealth Management, LLC | 2,799 | $396.8K | 0.06% | +121+4.5% | Added |
| Beta Wealth Group, Inc. | 2,800 | $397.0K | 0.27% | +200+7.7% | Added |
| Apella Capital, LLC | 2,801 | $397.1K | 0.04% | +484+20.9% | Added |
| Teamwork Financial Advisors, LLC | 2,807 | $398.0K | 0.08% | −122−4.2% | Reduced |
| Garrison Point Advisors, LLC | 2,815 | $399.1K | 0.33% | 00.0% | Unchanged |
| CNB Bank | 2,819 | $399.7K | 0.25% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,823 | $400.2K | 0.04% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,831 | $401.4K | 0.47% | +2,831 | New |
| Revolve Wealth Partners, LLC | 2,831 | $401.4K | 0.11% | +279+10.9% | Added |
| Newman & Schimel, LLC | 2,839 | $402.5K | 0.18% | 00.0% | Unchanged |
| Columbia Asset Management | 2,845 | $403.0K | 0.10% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,844 | $403.3K | 0.10% | +262+10.1% | Added |
| Altus Wealth Group LLC | 2,851 | $404.3K | 0.31% | +928+48.3% | Added |
| Charter Research & Investment Group, Inc. | 2,854 | $404.7K | 0.39% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 2,855 | $404.8K | 0.40% | 00.0% | Unchanged |
| Fusion Capital, LLC | 2,858 | $405.3K | 0.24% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,863 | $406.0K | 0.10% | −1,182−29.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,861 | $406.0K | 0.47% | +300+11.7% | Added |
| Caxton Associates LP | 2,867 | $406.5K | 0.03% | +2,867 | New |
| Gateway Wealth Partners, LLC | 2,876 | $407.8K | 0.07% | +2,876 | New |
| Fuller & Thaler Asset Management, Inc. | 2,891 | $410.0K | 0.00% | −1,700−37.0% | Reduced |
| Washington Trust Bank | 2,895 | $411.0K | 0.05% | +389+15.5% | Added |
| LVZ Advisors, Inc. | 2,900 | $411.2K | 0.06% | +439+17.8% | Added |
| WESPAC Advisors, LLC | 2,905 | $412.0K | 0.71% | +37+1.3% | Added |
| McGowan Group Asset Management, Inc. | 2,907 | $412.2K | 0.07% | +341+13.3% | Added |
| Fort Sheridan Advisors LLC | 2,912 | $412.9K | 0.13% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 2,911 | $413.0K | 0.00% | −689−19.1% | Reduced |
| Advus Financial Partners, LLC | 2,913 | $413.1K | 0.18% | −100−3.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2,919 | $413.9K | 0.11% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,920 | $414.0K | 0.14% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,922 | $414.3K | 0.14% | +33+1.1% | Added |
| Five Oceans Advisors | 2,931 | $415.6K | 0.29% | −192−6.1% | Reduced |
| Creative Financial Designs Inc | 2,934 | $416.0K | 0.06% | −225−7.1% | Reduced |
| Grandfield & Dodd, LLC | 2,942 | $417.1K | 0.03% | +2+0.1% | Added |
| Hubbell Strickland Wealth Management, LLC | 2,942 | $417.2K | 0.25% | +183+6.6% | Added |
| Wealth Management Partners, LLC | 3,000 | $417.5K | 0.35% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,950 | $418.2K | 0.05% | +205+7.5% | Added |
| PFS Investments Inc. | 2,955 | $419.0K | 0.01% | +220+8.0% | Added |
| Legacy Financial Group, Inc. | 2,963 | $420.2K | 0.26% | +2,963 | New |
| Royal Capital Wealth Management, LLC | 2,972 | $421.0K | 0.45% | +24+0.8% | Added |
| Balboa Wealth Partners | 2,974 | $421.6K | 0.19% | −1,246−29.5% | Reduced |
| Diversified, LLC | 2,994 | $424.5K | 0.17% | +1,246+71.3% | Added |
| Builder Investment Group Inc | 2,995 | $424.6K | 0.20% | +2,995 | New |
| Willner & Heller, LLC | 2,995 | $424.7K | 0.60% | 00.0% | Unchanged |