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 |
|---|---|---|---|---|---|
| Legal Advantage Investments, Inc. | 3,000 | $425.4K | 0.35% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 3,006 | $426.0K | 0.58% | −245−7.5% | Reduced |
| First Bank & Trust | 3,002 | $426.0K | 0.12% | −58−1.9% | Reduced |
| Montgomery Investment Management Inc | 3,004 | $426.0K | 0.15% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 3,014 | $427.4K | 0.29% | −176−5.5% | Reduced |
| Atticus Wealth Management, LLC | 3,016 | $427.6K | 0.18% | −37−1.2% | Reduced |
| New England Research & Management, Inc. | 3,016 | $428.0K | 0.25% | −2,420−44.5% | Reduced |
| Advisory Resource Group | 3,025 | $428.9K | 0.13% | −193−6.0% | Reduced |
| Cable Hill Partners, LLC | 3,019 | $429.7K | 0.08% | −207−6.4% | Reduced |
| Norris Perne & French LLP | 3,035 | $430.3K | 0.04% | +46+1.5% | Added |
| Relyea Zuckerberg Hanson LLC | 3,038 | $430.7K | 0.12% | +506+20.0% | Added |
| Smart Money Group LLC | 3,043 | $431.0K | 0.22% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,050 | $432.5K | 0.04% | +424+16.1% | Added |
| Hall Laurie J Trustee | 3,055 | $433.0K | 0.19% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 3,059 | $434.0K | 0.24% | +3,059 | New |
| Clay Northam Wealth Management, LLC | 3,061 | $434.0K | 0.50% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,067 | $434.9K | 1.30% | +3,067 | New |
| New Jersey Better Educational Savings Trust | 3,071 | $435.4K | 1.28% | 00.0% | Unchanged |
| Shayne & Co., LLC | 3,074 | $435.9K | 0.24% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,075 | $436.1K | 0.06% | +116+3.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,076 | $436.1K | 0.10% | +80+2.7% | Added |
| Transparent Wealth Partners LLC | 3,076 | $436.2K | 0.34% | +71+2.4% | Added |
| Ridgecrest Wealth Partners, LLC | 3,080 | $436.7K | 0.33% | 00.0% | Unchanged |
| Beck Bode, LLC | 3,087 | $437.7K | 0.10% | −4,172−57.5% | Reduced |
| Walker Financial Services, Inc. | 2,969 | $437.7K | 0.45% | +12+0.4% | Added |
| Samalin Investment Counsel, LLC | 3,098 | $439.3K | 0.28% | +27+0.9% | Added |
| Smith, Salley & Associates | 3,099 | $439.4K | 0.04% | +60+2.0% | Added |
| Watchman Group, Inc. | 3,104 | $440.1K | 0.24% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 3,105 | $440.3K | 0.18% | 00.0% | Unchanged |
| First National Bank | 3,107 | $440.5K | 0.37% | −42−1.3% | Reduced |
| Green Square Capital Advisors LLC | 3,113 | $441.4K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,117 | $442.0K | 0.09% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 3,121 | $442.5K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,123 | $442.8K | 0.11% | +3,123 | New |
| Culbertson A N & Co Inc | 3,123 | $442.8K | 0.09% | −245−7.3% | Reduced |
| James Hambro & Partners | 3,124 | $443.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,127 | $443.4K | 0.07% | +86+2.8% | Added |
| Middleton & Co Inc | 3,127 | $443.4K | 0.07% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3,140 | $445.2K | 0.39% | +173+5.8% | Added |
| Carson Advisory Inc. | 3,148 | $446.4K | 0.43% | +216+7.4% | Added |
| McRae Capital Management Inc | 3,150 | $446.6K | 0.13% | 00.0% | Unchanged |
| Bath Savings Trust Co | 3,148 | $447.0K | 0.06% | +90+2.9% | Added |
| Sabal Trust CO | 3,157 | $447.6K | 0.03% | −387−10.9% | Reduced |
| Westshore Wealth, LLC | 3,167 | $449.0K | 0.26% | −200−5.9% | Reduced |
| Financial Insights, Inc. | 3,167 | $449.0K | 0.21% | +773+32.3% | Added |
| Trinity Financial Advisors LLC | 3,179 | $450.8K | 0.30% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,182 | $451.2K | 0.15% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,188 | $452.0K | 0.26% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3,194 | $452.8K | 0.36% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,197 | $453.3K | 0.33% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,205 | $454.4K | 0.29% | −167−5.0% | Reduced |
| Selective Wealth Management, Inc. | 3,235 | $454.7K | 0.24% | −765−19.1% | Reduced |
| Verus Capital Partners, LLC | 3,213 | $455.6K | 0.09% | −461−12.5% | Reduced |
| Park Edge Advisors, LLC | 3,216 | $456.0K | 0.20% | +3,216 | New |
| Endurance Wealth Management, Inc. | 3,219 | $456.0K | 0.07% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,219 | $456.4K | 0.04% | +80+2.5% | Added |
| BancFirst Trust & Investment Management | 3,225 | $458.0K | 0.26% | −343−9.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,239 | $459.0K | 0.02% | −1,204−27.1% | Reduced |
| Monticello Wealth Management, LLC | 3,241 | $459.6K | 0.05% | 00.0% | Unchanged |
| KWB Wealth | 3,243 | $459.8K | 0.09% | +103+3.3% | Added |
| TFC Financial Management | 3,245 | $460.1K | 0.13% | −12−0.4% | Reduced |
| North Star Asset Management Inc | 3,248 | $460.5K | 0.03% | +533+19.6% | Added |
| Private Wealth Advisors | 3,252 | $461.1K | 0.20% | −6−0.2% | Reduced |
| DGS Capital Management, LLC | 3,253 | $461.3K | 0.30% | +188+6.1% | Added |
| Integral Investment Advisors, Inc. | 3,260 | $462.2K | 0.36% | −700−17.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,261 | $462.4K | 0.00% | −50,087−93.9% | Reduced |
| Sepio Capital, LP | 3,264 | $462.8K | 0.04% | +20+0.6% | Added |
| Global Assets Advisory, LLC | 3,277 | $464.6K | 0.49% | −196−5.6% | Reduced |
| Farther Finance Advisors, LLC | 3,279 | $464.9K | 0.18% | +3,279 | New |
| Investors Asset Management of Georgia Inc | 3,284 | $465.6K | 0.24% | −30−0.9% | Reduced |
| Aire Advisors, LLC | 3,286 | $466.0K | 0.14% | −440−11.8% | Reduced |
| MBL Wealth, LLC | 3,299 | $467.0K | 0.09% | −238−6.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,294 | $467.1K | 0.07% | +66+2.0% | Added |
| Kades & Cheifetz LLC | 3,302 | $468.1K | 0.39% | +3,302 | New |
| Safeguard Investment Advisory Group, LLC | 3,305 | $468.7K | 0.29% | −155−4.5% | Reduced |
| River Street Advisors LLC | 3,320 | $470.8K | 0.50% | +3,320 | New |
| Traynor Capital Management, Inc. | 3,323 | $471.2K | 0.08% | −241−6.8% | Reduced |
| Oxford Financial Group Ltd | 3,327 | $471.7K | 0.05% | +336+11.2% | Added |
| Ironwood Financial, llc | 3,335 | $472.8K | 0.15% | 00.0% | Unchanged |
| Iowa State Bank | 3,336 | $473.0K | 0.12% | +531+18.9% | Added |
| GeoWealth Management, LLC | 3,346 | $474.0K | 0.05% | −1,396−29.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 3,344 | $474.1K | 0.11% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,342 | $475.2K | 0.06% | +3,342 | New |
| TCWP LLC | 3,359 | $476.3K | 0.10% | −158−4.5% | Reduced |
| Tradition Wealth Management, LLC | 3,361 | $477.0K | 0.07% | +16+0.5% | Added |
| Kelman-Lazarov, Inc. | 3,365 | $477.1K | 0.13% | −223−6.2% | Reduced |
| Meixler Investment Management, Ltd. | 3,395 | $481.4K | 0.48% | −197−5.5% | Reduced |
| Capital Management Associates | 3,400 | $482.1K | 0.72% | +3,400 | New |
| Well Done, LLC | 3,401 | $482.2K | 0.10% | +10.0% | Added |
| Mill Creek Capital Advisors, LLC | 3,412 | $483.8K | 0.02% | +3,412 | New |
| Ullmann Financial Group, Inc. | 3,413 | $483.9K | 0.12% | +242+7.6% | Added |
| NSI Retail Advisors, LLC | 3,413 | $484.0K | 0.11% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 3,414 | $484.1K | 0.31% | −72−2.1% | Reduced |
| Capital Counsel LLC | 3,419 | $484.8K | 0.03% | +144+4.4% | Added |
| Semus Wealth Partners LLC | 3,441 | $487.9K | 0.59% | +3,441 | New |
| Buttonwood Financial Advisors Inc. | 3,458 | $490.3K | 0.41% | −30−0.9% | Reduced |
| Crescent Sterling, Ltd. | 3,464 | $491.2K | 0.53% | +3,464 | New |
| Barber Financial Group, Inc. | 3,479 | $493.3K | 0.14% | −50−1.4% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,480 | $493.4K | 0.01% | 00.0% | Unchanged |
| Bell Bank | 3,487 | $494.4K | 0.06% | 00.0% | Unchanged |