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 |
|---|---|---|---|---|---|
| Peddock Capital Advisors, LLC | 16,483 | $2.34M | 0.90% | +3,347+25.5% | Added |
| Beacon Financial Group | 16,431 | $2.33M | 0.32% | −1,407−7.9% | Reduced |
| Equitable Trust Co | 16,453 | $2.33M | 0.18% | +297+1.8% | Added |
| Hodges Capital Management Inc. | 16,406 | $2.33M | 0.20% | +787+5.0% | Added |
| Mitchell Sinkler & Starr | 16,403 | $2.33M | 0.75% | −1,143−6.5% | Reduced |
| Security National Bank of So Dak | 16,391 | $2.32M | 1.69% | +445+2.8% | Added |
| Sterling Investment Advisors, Ltd. | 16,388 | $2.32M | 0.83% | −71−0.4% | Reduced |
| Naples Global Advisors, LLC | 16,223 | $2.31M | 0.29% | −359−2.2% | Reduced |
| True Capital Management | 16,250 | $2.30M | 1.87% | +16,250 | New |
| Amussen Hunsaker Associates LLC | 16,241 | $2.30M | 0.64% | −107−0.7% | Reduced |
| Garrett Investment Advisors LLC | 16,178 | $2.29M | 0.40% | +4,728+41.3% | Added |
| New Hampshire Trust | 16,164 | $2.29M | 0.61% | +16,164 | New |
| Orion Portfolio Solutions, LLC | 16,125 | $2.29M | 0.08% | −513−3.1% | Reduced |
| Northstar Asset Management LLC | 16,087 | $2.28M | 0.72% | −160−1.0% | Reduced |
| Ropes Wealth Advisors LLC | 16,071 | $2.28M | 0.41% | +616+4.0% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,037 | $2.27M | 1.48% | 00.0% | Unchanged |
| Lavaca Capital LLC | 16,006 | $2.27M | 0.90% | +4,351+37.3% | Added |
| Geneva Capital Management LLC | 16,029 | $2.27M | 0.05% | −1,728−9.7% | Reduced |
| Pacifica Partners Inc. | 15,788 | $2.27M | 1.54% | +133+0.8% | Added |
| Freedom Day Solutions, LLC | 16,017 | $2.27M | 1.13% | −408−2.5% | Reduced |
| Roberts Glore & Co Inc | 16,006 | $2.27M | 0.79% | −1,500−8.6% | Reduced |
| Johnson Financial Group, Inc. | 15,912 | $2.26M | 0.18% | −44−0.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,919 | $2.26M | 0.05% | +12,633+384.4% | Added |
| Bryn Mawr Trust Co | 15,848 | $2.25M | 0.10% | −155−1.0% | Reduced |
| Beech Hill Advisors, Inc. | 15,810 | $2.24M | 1.25% | +99+0.6% | Added |
| Liberty One Investment Management, LLC | 15,802 | $2.24M | 0.32% | +639+4.2% | Added |
| Parkside Financial Bank & Trust | 15,640 | $2.22M | 0.64% | +512+3.4% | Added |
| Ledyard National Bank | 15,615 | $2.21M | 0.26% | +8+0.1% | Added |
| Page Arthur B | 15,542 | $2.20M | 2.16% | −245−1.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 15,536 | $2.20M | 0.54% | +1,830+13.4% | Added |
| Duncker Streett & Co Inc | 15,500 | $2.20M | 0.53% | −115−0.7% | Reduced |
| Duff & Phelps Investment Management Co | 15,456 | $2.19M | 0.03% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 15,370 | $2.18M | 1.34% | +50+0.3% | Added |
| Canandaigua National Corp | 15,365 | $2.18M | 0.37% | +1,476+10.6% | Added |
| Hilltop Holdings Inc. | 15,356 | $2.18M | 0.28% | +299+2.0% | Added |
| Wills Financial Group, Inc. | 15,321 | $2.17M | 1.24% | −2,441−13.7% | Reduced |
| Krilogy Financial LLC | 15,265 | $2.16M | 0.21% | +7,090+86.7% | Added |
| Smithfield Trust Co | 15,222 | $2.16M | 0.15% | −106−0.7% | Reduced |
| Saranac Partners Ltd | 15,175 | $2.15M | 3.95% | +15,175 | New |
| Roman Butler Fullerton & Co | 14,891 | $2.15M | 1.11% | +1,138+8.3% | Added |
| Riverbridge Partners LLC | 15,157 | $2.15M | 0.03% | −221−1.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,094 | $2.14M | 0.26% | −338−2.2% | Reduced |
| Providence First Trust Co | 15,062 | $2.14M | 1.25% | −377−2.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.13M | 1.91% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,031 | $2.13M | 0.31% | −6,064−28.7% | Reduced |
| NTV Asset Management LLC | 15,016 | $2.13M | 0.42% | −500−3.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.13M | 0.67% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 14,983 | $2.12M | 0.04% | −2,061−12.1% | Reduced |
| Summit X, LLC | 17,455 | $2.12M | 0.61% | −332−1.9% | Reduced |
| Members Capital Advisors Inc | 14,905 | $2.11M | 1.52% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 14,882 | $2.11M | 0.51% | 00.0% | Unchanged |
| Successful Portfolios LLC | 14,834 | $2.10M | 1.37% | +97+0.7% | Added |
| C2C Wealth Management, LLC | 14,979 | $2.10M | 0.36% | −2,646−15.0% | Reduced |
| Arlington Partners LLC | 14,768 | $2.09M | 0.33% | +430+3.0% | Added |
| Providence Wealth Advisors, LLC | 14,600 | $2.09M | 1.55% | −205−1.4% | Reduced |
| Private Trust Co NA | 14,756 | $2.09M | 0.31% | −989−6.3% | Reduced |
| Desjardins Global Asset Management Inc. | 14,717 | $2.09M | 0.33% | −10,895−42.5% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.08M | 0.11% | 00.0% | Unchanged |
| Qtron Investments LLC | 14,698 | $2.08M | 0.44% | +3,911+36.3% | Added |
| Global Retirement Partners, LLC | 14,673 | $2.08M | 0.14% | +3,621+32.8% | Added |
| Oak Harbor Wealth Partners, LLC | 14,673 | $2.08M | 0.80% | +735+5.3% | Added |
| Burke & Herbert Bank & Trust Co | 14,658 | $2.08M | 1.55% | −153−1.0% | Reduced |
| Centerstone Investors, LLC | 14,640 | $2.08M | 3.04% | −7,360−33.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 14,604 | $2.07M | 0.82% | +19+0.1% | Added |
| St. Johns Investment Management Company, LLC | 14,553 | $2.06M | 1.23% | −125−0.9% | Reduced |
| D.B. Root & Company, LLC | 14,492 | $2.05M | 0.87% | +769+5.6% | Added |
| ICW Investment Advisors LLC | 14,479 | $2.05M | 1.23% | −129−0.9% | Reduced |
| JCIC Asset Management Inc. | 14,469 | $2.05M | 1.02% | −1,200−7.7% | Reduced |
| Bank of Stockton | 14,415 | $2.04M | 0.71% | −1,195−7.7% | Reduced |
| Finer Wealth Management, Inc. | 14,408 | $2.04M | 1.91% | −276−1.9% | Reduced |
| Welch Group, LLC | 14,380 | $2.04M | 0.12% | +192+1.4% | Added |
| Essex Savings Bank | 14,287 | $2.03M | 0.71% | +167+1.2% | Added |
| Valmark Advisers, Inc. | 14,233 | $2.02M | 0.05% | +391+2.8% | Added |
| Commerzbank Aktiengesellschaft | 14,233 | $2.02M | 0.13% | −2,825−16.6% | Reduced |
| Siemens Fonds Invest GmbH | 14,222 | $2.02M | 0.20% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 14,154 | $2.01M | 0.20% | +117+0.8% | Added |
| Lineweaver Wealth Advisors, LLC | 14,188 | $2.01M | 0.61% | −636−4.3% | Reduced |
| Trust Co of Virginia | 14,137 | $2.00M | 0.23% | −65−0.5% | Reduced |
| Mission Wealth Management, LP | 14,092 | $2.00M | 0.10% | +275+2.0% | Added |
| Martin & Co Inc | 14,028 | $1.99M | 0.52% | +197+1.4% | Added |
| Boenning & Scattergood, Inc. | 13,337 | $1.99M | 0.32% | +825+6.6% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 13,827 | $1.98M | 0.46% | −14,680−51.5% | Reduced |
| Cohen Lawrence B | 13,954 | $1.98M | 1.03% | +1,813+14.9% | Added |
| Aspen Investment Management Inc | 13,910 | $1.97M | 1.29% | −8−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 13,885 | $1.97M | 0.51% | 00.0% | Unchanged |
| Quilter Plc | 13,848 | $1.96M | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 13,839 | $1.96M | 0.18% | −165−1.2% | Reduced |
| Security National Bank of Sioux City Iowa | 13,832 | $1.96M | 1.50% | −95−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 13,817 | $1.96M | 0.21% | −5,044−26.7% | Reduced |
| MSH Capital Advisors LLC | 13,797 | $1.96M | 0.88% | −1,039−7.0% | Reduced |
| Financial Partners Capital Management LLC | 13,793 | $1.96M | 0.44% | +110+0.8% | Added |
| CFM Wealth Partners LLC | 13,788 | $1.96M | 0.59% | +16+0.1% | Added |
| Wintrust Investments LLC | 13,786 | $1.96M | 0.26% | +20+0.1% | Added |
| Flputnam Investment Management Co | 13,776 | $1.95M | 0.07% | +575+4.4% | Added |
| Bangor Savings Bank | 13,759 | $1.95M | 0.23% | −832−5.7% | Reduced |
| Ronald Blue Trust, Inc. | 15,003 | $1.95M | 0.03% | +4,094+37.5% | Added |
| MRP Capital Investments, LLC | 13,724 | $1.95M | 2.15% | +13,724 | New |
| Spirit of America Management Corp | 13,684 | $1.94M | 0.44% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 13,575 | $1.92M | 0.35% | +2,878+26.9% | Added |
| Dakota Wealth Management | 13,522 | $1.92M | 0.14% | +615+4.8% | Added |