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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 19,824 | $2.81M | 0.25% | +862+4.5% | Added |
| Concentric Capital Strategies, LP | 19,815 | $2.81M | 1.40% | +19,815 | New |
| Hudson Valley Investment Advisors Inc | 19,806 | $2.81M | 0.42% | −945−4.6% | Reduced |
| Phoenix Holdings Ltd. | 19,736 | $2.80M | 0.05% | −672,574−97.1% | Reduced |
| Silverleafe Capital Partners, LLC | 19,722 | $2.80M | 1.85% | −75−0.4% | Reduced |
| HNP Capital LLC | 19,667 | $2.79M | 0.78% | −470−2.3% | Reduced |
| Garner Asset Management Corp | 19,642 | $2.79M | 1.37% | −20−0.1% | Reduced |
| Bensler, LLC | 19,555 | $2.77M | 0.62% | −209−1.1% | Reduced |
| Hemenway Trust Co LLC | 19,412 | $2.75M | 0.31% | +300+1.6% | Added |
| Twin Capital Management Inc | 19,384 | $2.75M | 0.36% | +22+0.1% | Added |
| Gladstone Institutional Advisory LLC | 19,301 | $2.74M | 0.19% | −2,882−13.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 19,276 | $2.73M | 0.27% | −1,206−5.9% | Reduced |
| Forum Financial Management, LP | 19,229 | $2.73M | 0.09% | +301+1.6% | Added |
| Geneos Wealth Management Inc. | 19,087 | $2.71M | 0.16% | +2,270+13.5% | Added |
| Mattern Wealth Management LLC | 19,065 | $2.70M | 1.09% | +205+1.1% | Added |
| Brookfield Asset Management Inc. | 19,065 | $2.70M | 0.01% | −219,421−92.0% | Reduced |
| Axxcess Wealth Management, LLC | 19,017 | $2.70M | 0.22% | +3,724+24.4% | Added |
| Tiedemann Advisors, LLC | 18,930 | $2.69M | 0.13% | +99+0.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 18,920 | $2.68M | 1.48% | +157+0.8% | Added |
| Telemus Capital, LLC | 18,246 | $2.68M | 0.24% | −784−4.1% | Reduced |
| Deane Retirement Strategies, Inc. | 18,884 | $2.68M | 1.49% | +3,642+23.9% | Added |
| World Equity Group, Inc. | 18,870 | $2.68M | 0.63% | +117+0.6% | Added |
| Rehmann Capital Advisory Group | 18,858 | $2.67M | 0.27% | −10.0% | Reduced |
| Snider Financial Group | 18,830 | $2.67M | 1.48% | −1,148−5.7% | Reduced |
| Outfitter Financial LLC | 18,810 | $2.67M | 2.42% | −60−0.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,789 | $2.66M | 0.26% | +123+0.7% | Added |
| CIC Wealth, LLC | 18,779 | $2.66M | 1.10% | +18,779 | New |
| Cantor Fitzgerald, L. P. | 18,769 | $2.66M | 0.06% | −137−0.7% | Reduced |
| Wunderlich Capital Managemnt | 18,765 | $2.66M | 1.48% | +123+0.7% | Added |
| Meeder Asset Management Inc | 18,766 | $2.66M | 0.23% | −14,305−43.3% | Reduced |
| Pathway Financial Advisers, LLC | 18,759 | $2.66M | 1.08% | +18,759 | New |
| Mitchell McLeod Pugh & Williams Inc | 18,664 | $2.65M | 0.90% | −201−1.1% | Reduced |
| Rocky Mountain Advisers, LLC | 18,606 | $2.64M | 1.46% | 00.0% | Unchanged |
| Thomasville National Bank | 18,590 | $2.64M | 0.30% | −383−2.0% | Reduced |
| Waddell & Associates, LLC | 18,527 | $2.63M | 0.44% | −90−0.5% | Reduced |
| Kinloch Capital, LLC | 18,479 | $2.62M | 1.52% | +1,232+7.1% | Added |
| Douglass Winthrop Advisors, LLC | 18,456 | $2.62M | 0.07% | −18−0.1% | Reduced |
| Bank Ozk | 18,414 | $2.61M | 1.29% | −901−4.7% | Reduced |
| Delta Financial Advisors LLC | 18,406 | $2.61M | 1.27% | +20+0.1% | Added |
| Checchi Capital Advisers, LLC | 18,371 | $2.60M | 0.27% | +1,367+8.0% | Added |
| Meeder Advisory Services, Inc. | 18,357 | $2.60M | 0.33% | +18,357 | New |
| Motley Fool Wealth Management, LLC | 18,345 | $2.60M | 0.18% | +635+3.6% | Added |
| Brooks, Moore & Associates, Inc. | 18,250 | $2.59M | 1.89% | −480−2.6% | Reduced |
| Primoris Wealth Advisors, LLC | 18,239 | $2.59M | 3.98% | +15,689+615.3% | Added |
| Credit Agricole S A | 18,233 | $2.59M | 0.10% | +3,419+23.1% | Added |
| TrinityPoint Wealth, LLC | 18,112 | $2.57M | 0.58% | +5,095+39.1% | Added |
| Westmount Partners, LLC | 18,068 | $2.56M | 1.33% | +18,068 | New |
| Comgest Global Investors S.A.S. | 18,015 | $2.55M | 0.06% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 18,004 | $2.55M | 2.66% | −101−0.6% | Reduced |
| Fairfield, Bush & Co. | 17,978 | $2.55M | 1.68% | +16+0.1% | Added |
| J. W. Coons Advisors, LLC | 17,931 | $2.54M | 0.76% | +350+2.0% | Added |
| Sompo Asset Management Co., Ltd. | 17,920 | $2.54M | 0.58% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 17,838 | $2.53M | 0.26% | −97−0.5% | Reduced |
| AIMZ Investment Advisors, LLC | 17,797 | $2.52M | 1.19% | −250−1.4% | Reduced |
| Cigna Investments Inc | 17,786 | $2.52M | 0.53% | −138−0.8% | Reduced |
| Archford Capital Strategies, LLC | 17,732 | $2.51M | 0.58% | +267+1.5% | Added |
| Summit Asset Management, LLC | 17,725 | $2.51M | 0.73% | −490−2.7% | Reduced |
| Diligent Investors, LLC | 17,717 | $2.51M | 0.82% | −200−1.1% | Reduced |
| Eads & Heald Wealth Management | 17,713 | $2.51M | 1.28% | +220+1.3% | Added |
| Anchor Investment Management, LLC | 17,694 | $2.51M | 0.36% | +1,876+11.9% | Added |
| Harbor Investment Advisory, LLC | 17,638 | $2.50M | 0.39% | −117−0.7% | Reduced |
| Quadrant Capital Group LLC | 17,617 | $2.50M | 0.28% | +1,812+11.5% | Added |
| Northcape Wealth Management, LLC | 17,603 | $2.50M | 1.39% | −11,169−38.8% | Reduced |
| ARGI Investment Services, LLC | 17,599 | $2.50M | 0.08% | +1,978+12.7% | Added |
| First Hawaiian Bank | 17,572 | $2.49M | 0.09% | +1,367+8.4% | Added |
| Pinkerton Retirement Specialists, LLC | 17,521 | $2.48M | 0.54% | +1,271+7.8% | Added |
| Wambolt & Associates, LLC | 17,519 | $2.48M | 0.95% | +219+1.3% | Added |
| Sumitomo Life Insurance Co | 17,507 | $2.48M | 0.18% | +50.0% | Added |
| Integrated Advisors Network LLC | 17,476 | $2.48M | 0.16% | +477+2.8% | Added |
| Virginia Wealth Management Group, Inc. | 17,401 | $2.47M | 1.71% | +1,025+6.3% | Added |
| We Are One Seven, LLC | 17,398 | $2.47M | 0.25% | +304+1.8% | Added |
| Northstar Group, Inc. | 17,337 | $2.46M | 0.70% | −35−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 17,324 | $2.46M | 0.17% | +36+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,288 | $2.45M | 0.55% | +536+3.2% | Added |
| MV Capital Management, Inc. | 17,285 | $2.45M | 0.38% | +345+2.0% | Added |
| Miller Investment Management, LP | 17,269 | $2.45M | 0.42% | 00.0% | Unchanged |
| Dearborn Partners LLC | 17,267 | $2.45M | 0.10% | +559+3.3% | Added |
| Richelieu Gestion PLC | 17,241 | $2.44M | 2.56% | −2,409−12.3% | Reduced |
| West Branch Capital LLC | 17,218 | $2.44M | 1.51% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 17,212 | $2.44M | 0.67% | +56+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,136 | $2.43M | 0.28% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 17,082 | $2.42M | 1.99% | +2,312+15.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,700 | $2.42M | 1.48% | +828+5.2% | Added |
| Robbins Farley LLC | 17,027 | $2.41M | 1.87% | −6,941−29.0% | Reduced |
| Trustcore Financial Services, LLC | 16,989 | $2.41M | 0.21% | −422−2.4% | Reduced |
| Cito Capital Group, LLC | 16,900 | $2.41M | 1.32% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,917 | $2.40M | 1.51% | −247−1.4% | Reduced |
| AllGen Financial Advisors, Inc. | 16,888 | $2.39M | 1.72% | +508+3.1% | Added |
| Kensington Investment Counsel, LLC | 16,824 | $2.39M | 1.87% | +119+0.7% | Added |
| Bessemer Securities LLC | 16,817 | $2.38M | 1.07% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 16,773 | $2.38M | 0.09% | −628−3.6% | Reduced |
| Octavia Wealth Advisors, LLC | 16,723 | $2.38M | 0.59% | −446−2.6% | Reduced |
| Perigon Wealth Management, LLC | 16,760 | $2.38M | 0.15% | +5,697+51.5% | Added |
| Hollow Brook Wealth Management LLC | 16,691 | $2.38M | 1.14% | +416+2.6% | Added |
| Dorsey & Whitney Trust CO LLC | 16,735 | $2.37M | 0.23% | −188−1.1% | Reduced |
| Lakeview Capital Partners, LLC | 16,672 | $2.37M | 0.76% | +6,408+62.4% | Added |
| Harvey Capital Management Inc | 16,650 | $2.36M | 0.99% | −400−2.3% | Reduced |
| Convergence Investment Partners, LLC | 16,566 | $2.35M | 1.39% | −812−4.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 16,525 | $2.34M | 0.83% | −240−1.4% | Reduced |
| Marshall Financial Group LLC | 16,490 | $2.34M | 0.91% | +233+1.4% | Added |