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 8 sales; 4,427 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
- 2,813
- +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
- 1,025 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Cullen Capital Management LLC | 23,465 | $3.33M | 0.04% | −53−0.2% | Reduced |
| Guardian Investment Management | 23,415 | $3.32M | 3.15% | −750−3.1% | Reduced |
| Family Legacy, Inc. | 23,303 | $3.32M | 1.45% | +276+1.2% | Added |
| IFP Advisors, Inc | 44,425 | $3.31M | 0.10% | −2,999−6.3% | Reduced |
| Waldron Private Wealth LLC | 25,507 | $3.31M | 0.21% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 23,152 | $3.28M | 0.48% | +23,152 | New |
| Mitchell Capital Management Co | 23,144 | $3.28M | 0.91% | +113+0.5% | Added |
| Atom Investors LP | 23,073 | $3.27M | 1.64% | +20,640+848.3% | Added |
| Claret Asset Management Corp | 23,045 | $3.27M | 0.72% | −135−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 22,666 | $3.26M | 0.09% | +2,311+11.4% | Added |
| M Holdings Securities, Inc. | 22,987 | $3.26M | 0.34% | +213+0.9% | Added |
| Symmetry Partners, LLC | 22,973 | $3.26M | 0.19% | +2,316+11.2% | Added |
| Lincluden Management Ltd | 22,937 | $3.25M | 0.39% | −253−1.1% | Reduced |
| Dividend Assets Capital, LLC | 22,855 | $3.24M | 0.69% | −5,453−19.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 22,837 | $3.24M | 1.05% | +6,356+38.6% | Added |
| Hyman Charles D | 22,807 | $3.23M | 0.22% | −100.0% | Reduced |
| Pensionmark Financial Group, LLC | 22,715 | $3.23M | 0.74% | −2,174−8.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,781 | $3.23M | 0.09% | +11,856+108.5% | Added |
| Telos Capital Management, Inc. | 22,755 | $3.23M | 0.47% | +3,308+17.0% | Added |
| Wealthcare Advisory Partners LLC | 22,742 | $3.22M | 0.15% | −797−3.4% | Reduced |
| Girard Partners Ltd. | 22,738 | $3.22M | 0.37% | +1,840+8.8% | Added |
| Cipher Capital LP | 22,722 | $3.22M | 0.61% | +22,722 | New |
| Means Investment Co., Inc. | 22,698 | $3.22M | 0.65% | −540−2.3% | Reduced |
| True Signal LP | 22,620 | $3.21M | 2.42% | +22,620 | New |
| Bradley Mark J. | 22,576 | $3.20M | 2.85% | −160−0.7% | Reduced |
| Penserra Capital Management LLC | 22,514 | $3.19M | 0.07% | +19,414+626.3% | Added |
| Monument Capital Management | 22,483 | $3.19M | 1.09% | +1,121+5.2% | Added |
| CX Institutional | 22,432 | $3.18M | 0.19% | +423+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 22,397 | $3.18M | 0.58% | +3,443+18.2% | Added |
| Capital Advisors Inc | 22,357 | $3.17M | 0.09% | +163+0.7% | Added |
| Bridgeway Capital Management, LLC | 22,310 | $3.16M | 0.08% | −15,459−40.9% | Reduced |
| Appleton Partners Inc | 22,283 | $3.16M | 0.30% | +295+1.3% | Added |
| Smith, Moore & Co. | 22,185 | $3.15M | 0.44% | −13−0.1% | Reduced |
| Leelyn Smith, LLC | 22,178 | $3.14M | 0.86% | +2,979+15.5% | Added |
| Palisade Asset Management, LLC | 22,154 | $3.14M | 0.36% | +56+0.3% | Added |
| First Citizens Bank & Trust Co | 22,104 | $3.13M | 0.09% | −2,451−10.0% | Reduced |
| Capstone Triton Financial Group, LLC | 22,098 | $3.13M | 2.51% | −254−1.1% | Reduced |
| Ingalls & Snyder LLC | 22,080 | $3.13M | 0.17% | −1,045−4.5% | Reduced |
| Bowen Hanes & Co Inc | 22,075 | $3.13M | 0.11% | +5,180+30.7% | Added |
| Burleson & Company, LLC | 22,069 | $3.13M | 0.78% | +2,642+13.6% | Added |
| 1st Source Bank | 22,038 | $3.12M | 0.21% | −80−0.4% | Reduced |
| Capital Asset Advisory Services LLC | 21,632 | $3.11M | 0.25% | +624+3.0% | Added |
| Argonautica Private Wealth Management, Inc | 21,939 | $3.11M | 1.59% | +21,939 | New |
| Emerson Point Capital LP | 21,939 | $3.11M | 2.88% | +21,939 | New |
| Hudson Capital Management LLC | 21,891 | $3.10M | 1.23% | +1,200+5.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,880 | $3.10M | 0.34% | +400+1.9% | Added |
| Atlantic Union Bankshares Corp | 21,756 | $3.08M | 0.33% | −247−1.1% | Reduced |
| Citizens National Bank Trust Department | 21,745 | $3.08M | 0.87% | −12−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 21,710 | $3.08M | 0.20% | +7,264+50.3% | Added |
| Meritage Portfolio Management | 21,711 | $3.08M | 0.24% | +1,551+7.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 21,681 | $3.07M | 0.13% | −1,350−5.9% | Reduced |
| Hengehold Capital Management LLC | 21,669 | $3.07M | 0.43% | +539+2.6% | Added |
| Western Wealth Management, LLC | 21,662 | $3.07M | 0.31% | −10,618−32.9% | Reduced |
| Bridge Creek Capital Management LLC | 21,578 | $3.06M | 1.20% | +198+0.9% | Added |
| Resources Management Corp | 21,554 | $3.06M | 0.48% | −1,440−6.3% | Reduced |
| Financial Advisory Service, Inc. | 21,453 | $3.04M | 0.34% | +1,295+6.4% | Added |
| Colony Group LLC | 21,444 | $3.04M | 0.04% | +6,470+43.2% | Added |
| BDO Wealth Advisors, LLC | 21,441 | $3.04M | 0.38% | +559+2.7% | Added |
| Stokes Family Office, LLC | 21,344 | $3.03M | 0.39% | +417+2.0% | Added |
| Mogy Joel R Investment Counsel Inc | 21,337 | $3.03M | 0.30% | 00.0% | Unchanged |
| Savant Capital, LLC | 55,163 | $3.02M | 0.07% | +34,191+163.0% | Added |
| Nvest Financial, LLC | 21,330 | $3.02M | 3.78% | +69+0.3% | Added |
| AlphaQ Advisors LLC | 21,323 | $3.02M | 2.63% | +21,323 | New |
| Pensionfund Sabic | 21,300 | $3.02M | 0.98% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 21,295 | $3.02M | 0.79% | +1,956+10.1% | Added |
| Brighton Jones LLC | 21,205 | $3.01M | 0.18% | +10,092+90.8% | Added |
| Advocate Group LLC | 21,164 | $3.00M | 0.65% | +969+4.8% | Added |
| Peninsula Asset Management Inc | 21,070 | $2.99M | 1.83% | −1,190−5.3% | Reduced |
| Confluence Wealth Services, Inc. | 21,061 | $2.99M | 0.78% | +268+1.3% | Added |
| Bogart Wealth, LLC | 20,973 | $2.97M | 0.21% | +19,584+1,409.9% | Added |
| AMG National Trust Bank | 20,961 | $2.97M | 0.11% | −4,089−16.3% | Reduced |
| Slow Capital, Inc. | 20,952 | $2.97M | 0.66% | +1,641+8.5% | Added |
| 180 Wealth Advisors, LLC | 20,806 | $2.96M | 0.70% | −1,709−7.6% | Reduced |
| CFO4Life Group, LLC | 20,841 | $2.96M | 0.63% | −346−1.6% | Reduced |
| CFO4Life, L.P. | 20,841 | $2.96M | 0.63% | +20,841 | New |
| Madden Securities Corp | 20,841 | $2.96M | 1.56% | −125−0.6% | Reduced |
| KG&L Capital Management,LLC | 20,665 | $2.93M | 1.69% | −7,672−27.1% | Reduced |
| CoreCap Advisors, LLC | 20,615 | $2.92M | 0.21% | +9,868+91.8% | Added |
| Benedict Financial Advisors Inc | 20,573 | $2.92M | 0.87% | −139−0.7% | Reduced |
| Haverford Trust Co | 20,487 | $2.90M | 0.04% | −1,685−7.6% | Reduced |
| High Note Wealth, LLC | 20,452 | $2.90M | 1.21% | +43+0.2% | Added |
| Vickerman Investment Advisors, Inc. | 20,426 | $2.90M | 1.31% | +2,844+16.2% | Added |
| Meridian Investment Counsel Inc. | 20,412 | $2.89M | 1.16% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 20,327 | $2.88M | 0.02% | +2,104+11.5% | Added |
| Capital Investment Advisory Services, LLC | 20,302 | $2.88M | 0.34% | −972−4.6% | Reduced |
| WC Walker & Associates, Inc. | 19,949 | $2.88M | 1.52% | +59+0.3% | Added |
| Aries Wealth Management | 20,277 | $2.88M | 1.24% | +345+1.7% | Added |
| CenterStar Asset Management, LLC | – | $2.87M | 5.35% | – | – |
| Merit Financial Group, LLC | 20,181 | $2.86M | 0.10% | +8,840+77.9% | Added |
| CMT Capital Markets Trading GmbH | 20,141 | $2.86M | 1.59% | +16,921+525.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.85M | 2.82% | 00.0% | Unchanged |
| Rossmore Private Capital | 20,115 | $2.85M | 0.46% | −60−0.3% | Reduced |
| Vident Investment Advisory, LLC | 20,099 | $2.85M | 0.11% | −4,348−17.8% | Reduced |
| Cumberland Partners Ltd | 20,014 | $2.84M | 0.30% | +2,265+12.8% | Added |
| Colonial Trust Co | 20,004 | $2.84M | 0.77% | +103+0.5% | Added |
| Shellback Capital, LP | 20,000 | $2.84M | 0.51% | +20,000 | New |
| Vectors Research Management, LLC | 19,971 | $2.83M | 0.73% | −427−2.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.83M | 0.78% | 00.0% | Unchanged |
| Citizens Business Bank | 19,936 | $2.83M | 0.65% | −179−0.9% | Reduced |
| Old Second National Bank of Aurora | 19,866 | $2.82M | 0.83% | −439−2.2% | Reduced |