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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 3,490 | $494.8K | 0.01% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 3,493 | $495.0K | 0.63% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 3,493 | $495.0K | 0.12% | +50+1.5% | Added |
| Castle Wealth Management LLC | 3,478 | $495.0K | 0.31% | −581−14.3% | Reduced |
| Alta Advisers Ltd | 3,500 | $496.0K | 0.30% | 00.0% | Unchanged |
| Pinnbrook Capital Management LP | 3,502 | $496.5K | 1.09% | +3,502 | New |
| Mayfair Advisory Group, LLC | 3,426 | $496.7K | 0.63% | −92−2.6% | Reduced |
| Wrapmanager Inc | 3,506 | $497.0K | 0.16% | +361+11.5% | Added |
| Forte Capital LLC | 3,510 | $497.6K | 0.09% | −68−1.9% | Reduced |
| Old Point Trust & Financial Services N A | 3,515 | $498.4K | 0.23% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,517 | $498.6K | 0.31% | +26+0.7% | Added |
| High Falls Advisors, Inc | 3,520 | $499.1K | 0.16% | −963−21.5% | Reduced |
| PAX Financial Group, LLC | 3,524 | $499.7K | 0.13% | −707−16.7% | Reduced |
| Summit Trail Advisors, LLC | 3,513 | $499.9K | 0.02% | −969−21.6% | Reduced |
| Townsend & Associates, Inc | 3,436 | $501.3K | 0.25% | +3,436 | New |
| CCG Wealth Management, LLC | 3,537 | $501.5K | 0.28% | −69−1.9% | Reduced |
| Matisse Capital | 3,539 | $501.8K | 0.45% | +3,539 | New |
| FSB Premier Wealth Management, Inc. | 3,540 | $502.0K | 0.27% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 3,544 | $502.5K | 0.21% | −10−0.3% | Reduced |
| Eagle Ridge Investment Management | 3,544 | $502.5K | 0.06% | −19−0.5% | Reduced |
| BOS Asset Management, LLC | 3,547 | $502.9K | 0.45% | +3,547 | New |
| KFA Private Wealth Group, LLC | 3,550 | $503.3K | 0.26% | −25−0.7% | Reduced |
| One River Asset Management, LLC | 3,544 | $503.8K | 0.35% | +3,544 | New |
| Signature Wealth Management Group | 3,557 | $504.3K | 0.25% | −13−0.4% | Reduced |
| Cardiff Park Advisors, LLC | 3,558 | $504.4K | 0.07% | −255−6.7% | Reduced |
| UMA Financial Services, Inc. | 3,543 | $506.8K | 0.14% | +10.0% | Added |
| Evergreen Wealth Solutions, LLC | 3,586 | $508.0K | 0.67% | −613−14.6% | Reduced |
| Congress Wealth Management LLC | 3,585 | $508.4K | 0.01% | −153−4.1% | Reduced |
| Hills Bank & Trust Co | 3,592 | $509.0K | 0.08% | −1,446−28.7% | Reduced |
| Slocum, Gordon & Co LLP | 3,595 | $509.7K | 0.33% | +3,595 | New |
| Private Portfolio Partners LLC | 3,598 | $510.2K | 0.13% | −373−9.4% | Reduced |
| SBK Financial, Inc. | 3,600 | $510.4K | 0.81% | 00.0% | Unchanged |
| American Trust | 3,612 | $512.1K | 0.05% | +176+5.1% | Added |
| Rosenberg Matthew Hamilton | 3,616 | $512.6K | 0.17% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 3,618 | $512.9K | 0.15% | −19−0.5% | Reduced |
| Planning Directions Inc | 3,619 | $513.0K | 0.39% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 3,627 | $514.3K | 0.02% | −141−3.7% | Reduced |
| Integrity Advisory, LLC | 3,642 | $516.4K | 0.47% | −39−1.1% | Reduced |
| Lodestar Private Asset Management LLC | 3,647 | $517.1K | 0.10% | +3,647 | New |
| United Bank | 3,649 | $517.4K | 0.07% | −250−6.4% | Reduced |
| Warther Private Wealth, LLC | 3,652 | $517.8K | 0.39% | −99−2.6% | Reduced |
| Keystone Wealth Services, LLC | 3,654 | $518.1K | 0.23% | +1,336+57.6% | Added |
| Relative Value Partners Group, LLC | 3,668 | $520.1K | 0.04% | +918+33.4% | Added |
| Hardy Reed LLC | 3,680 | $521.8K | 0.10% | +753+25.7% | Added |
| Aveo Capital Partners, LLC | 3,685 | $522.5K | 0.08% | +442+13.6% | Added |
| Sara-Bay Financial | 3,691 | $523.0K | 0.29% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 3,703 | $525.1K | 0.08% | +532+16.8% | Added |
| Affinity Wealth Management LLC | 3,703 | $525.1K | 0.12% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 3,713 | $526.4K | 0.17% | −1,125−23.3% | Reduced |
| Royal Harbor Partners, LLC | 3,723 | $527.9K | 0.33% | −45−1.2% | Reduced |
| Sweet Financial Partners, LLC | 3,733 | $529.3K | 0.16% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,741 | $530.4K | 0.17% | +45+1.2% | Added |
| Congress Asset Management Co | 3,741 | $530.4K | 0.01% | −135−3.5% | Reduced |
| Syverson Strege & Co | 3,750 | $531.8K | 0.24% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,769 | $534.4K | 0.14% | +1,191+46.2% | Added |
| Keating Investment Counselors Inc | 3,775 | $535.3K | 0.21% | +3,775 | New |
| Corundum Group, Inc. | 3,787 | $537.0K | 0.30% | +201+5.6% | Added |
| Kowal Investment Group, LLC | 3,788 | $537.2K | 0.16% | −12−0.3% | Reduced |
| NFP Retirement, Inc. | 3,789 | $537.2K | 0.12% | −10.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 3,809 | $540.0K | 0.05% | −261−6.4% | Reduced |
| First Financial Corp | 3,817 | $541.2K | 0.33% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3,819 | $541.5K | 0.07% | +24+0.6% | Added |
| RMB Capital Management, LLC | 3,828 | $542.8K | 0.02% | −570−13.0% | Reduced |
| Peterson Wealth Management | 3,829 | $542.8K | 0.55% | +12+0.3% | Added |
| O'Rourke & Company, Inc | 3,837 | $544.0K | 0.43% | +202+5.6% | Added |
| Headlands Technologies LLC | 3,838 | $544.0K | 0.43% | +3,838 | New |
| Drive Wealth Management, LLC | 3,817 | $544.9K | 0.27% | +1,463+62.1% | Added |
| Spinnaker Investment Group, LLC | 3,843 | $544.9K | 0.19% | +14+0.4% | Added |
| Cadinha & Co LLC | 3,845 | $545.2K | 0.12% | −180−4.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 3,850 | $546.0K | 0.08% | −435−10.2% | Reduced |
| Strategic Investment Solutions, Inc. | 3,807 | $546.8K | 0.27% | +3,807 | New |
| Pacific Sage Partners, LLC | 3,863 | $547.7K | 0.18% | +3,863 | New |
| Ergoteles LLC | 3,890 | $551.6K | 0.02% | +3,890 | New |
| Prescott Group Capital Management, L.L.C. | 3,900 | $553.0K | 0.12% | −1,394−26.3% | Reduced |
| Alpha Family Trust | 3,925 | $556.5K | 0.50% | +1,695+76.0% | Added |
| Fort Pitt Capital Group, LLC | 3,933 | $557.7K | 0.02% | −188−4.6% | Reduced |
| Childress Capital Advisors, LLC | 3,937 | $558.2K | 0.19% | +805+25.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,948 | $559.8K | 1.31% | +3,948 | New |
| Stoneridge Investment Partners LLC | 3,950 | $560.0K | 0.31% | +3,950 | New |
| KFG Wealth Management, LLC | 3,961 | $561.6K | 0.58% | +3,961 | New |
| Eagle Bay Advisors LLC | 3,962 | $561.8K | 0.32% | +398+11.2% | Added |
| First County Bank | 3,963 | $561.9K | 0.27% | +3,963 | New |
| Athena Investment Management | 3,967 | $562.5K | 0.41% | +109+2.8% | Added |
| Advisors Management Group Inc | 3,974 | $563.0K | 0.21% | −2−0.1% | Reduced |
| Source Financial Advisors LLC | 3,979 | $564.1K | 0.21% | −7−0.2% | Reduced |
| PEAK6 Investments LLC | 3,982 | $564.6K | 0.03% | −1,065−21.1% | Reduced |
| Alliance Wealth Advisors, LLC | 3,994 | $566.3K | 0.25% | +3,994 | New |
| Hudock, Inc. | 4,001 | $567.3K | 0.19% | +71+1.8% | Added |
| JJJ Advisors Inc. | 3,926 | $568.5K | 0.16% | −40−1.0% | Reduced |
| Titleist Asset Management, Ltd. | 4,013 | $568.9K | 0.13% | −245−5.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,017 | $569.6K | 0.17% | −1,381−25.6% | Reduced |
| Camden Capital, LLC | 4,021 | $570.1K | 0.09% | +1,480+58.2% | Added |
| Crestwood Advisors Group LLC | 4,047 | $573.8K | 0.02% | −225−5.3% | Reduced |
| JSF Financial, LLC | 4,051 | $574.4K | 0.21% | +4,051 | New |
| Delta Financial Group, Inc. | 4,005 | $576.0K | 0.26% | +4,005 | New |
| Private Wealth Strategies, L.L.C. | 4,068 | $576.8K | 0.15% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 4,078 | $578.3K | 0.17% | 00.0% | Unchanged |
| Apeiron RIA LLC | 4,092 | $580.2K | 0.22% | +121+3.0% | Added |
| Avondale Wealth Management | 4,100 | $581.3K | 0.50% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 4,112 | $583.0K | 0.11% | +4,112 | New |