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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 162,211 | $23.0M | 0.87% | +26,366+19.4% | Added |
| Baader Bank INC | 159,015 | $22.5M | 2.07% | −9,610−5.7% | Reduced |
| Brinker Capital Investments, LLC | 158,147 | $22.4M | 0.45% | −517−0.3% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,700 | $22.4M | 0.27% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 156,130 | $22.1M | 0.82% | +1,920+1.2% | Added |
| Raymond James Trust N.A. | 155,792 | $22.1M | 0.74% | +4,690+3.1% | Added |
| Farmers & Merchants Investments Inc | 155,125 | $22.0M | 0.90% | −1,236−0.8% | Reduced |
| Guggenheim Capital LLC | 152,320 | $21.6M | 0.19% | +6,870+4.7% | Added |
| Country Club Bank | 152,201 | $21.6M | 1.88% | −528−0.3% | Reduced |
| Argent Trust Co | 151,838 | $21.5M | 1.42% | +253+0.2% | Added |
| Polar Asset Management Partners Inc. | 151,600 | $21.5M | 0.31% | +151,600 | New |
| Cullen/Frost Bankers, Inc. | 149,901 | $21.3M | 0.41% | +16,406+12.3% | Added |
| Tiaa, FSB | 149,268 | $21.2M | 0.08% | −19,814−11.7% | Reduced |
| Wealthfront Advisers LLC | 148,304 | $21.0M | 0.10% | +8,302+5.9% | Added |
| Great West Life Assurance Co | 147,346 | $21.0M | 0.06% | −91,299−38.3% | Reduced |
| South Dakota Investment Council | 147,497 | $20.9M | 0.47% | −42,766−22.5% | Reduced |
| Crossmark Global Holdings, Inc. | 146,587 | $20.8M | 0.52% | +8,077+5.8% | Added |
| Peapack Gladstone Financial Corp | 145,195 | $20.6M | 0.41% | −1,678−1.1% | Reduced |
| Brown Advisory Inc | 142,389 | $20.2M | 0.04% | +663+0.5% | Added |
| Bank of Nova Scotia | 142,151 | $20.2M | 0.05% | −167,990−54.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 141,927 | $20.1M | 0.52% | −219,285−60.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 140,194 | $20.0M | 0.40% | +204+0.1% | Added |
| Bartlett & Co. LLC | 140,194 | $20.0M | 0.40% | +204+0.1% | Added |
| ClariVest Asset Management LLC | 139,928 | $19.8M | 0.96% | −3,626−2.5% | Reduced |
| LSV Asset Management | 139,500 | $19.8M | 0.04% | −37,300−21.1% | Reduced |
| Lockheed Martin Investment Management Co | 138,090 | $19.6M | 1.30% | +4,760+3.6% | Added |
| Greenwood Gearhart Inc | 137,859 | $19.5M | 2.77% | +1,284+0.9% | Added |
| Rockland Trust Co | 137,429 | $19.5M | 1.24% | −605−0.4% | Reduced |
| Prudential PLC | 137,214 | $19.5M | 0.24% | +30,293+28.3% | Added |
| Lido Advisors, LLC | 136,109 | $19.3M | 0.34% | +37,118+37.5% | Added |
| Teachers Retirement System of the State of Kentucky | 135,151 | $19.2M | 0.20% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 133,790 | $19.0M | 0.21% | −16,242−10.8% | Reduced |
| Quadrature Capital Ltd | 132,669 | $18.8M | 0.56% | +132,669 | New |
| Achmea Investment Management B.V. | 140,766 | $18.7M | 0.63% | +18,252+14.9% | Added |
| Community Trust & Investment Co | 131,087 | $18.6M | 1.69% | −28,606−17.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 130,000 | $18.4M | 0.28% | +130,000 | New |
| Novare Capital Management LLC | 129,620 | $18.4M | 2.17% | +942+0.7% | Added |
| United Services Automobile Association | 128,524 | $18.2M | 0.42% | −720−0.6% | Reduced |
| Destination Wealth Management | 128,122 | $18.2M | 0.72% | −2,731−2.1% | Reduced |
| First National Trust Co | 127,581 | $18.1M | 0.96% | −214−0.2% | Reduced |
| Invictus Private Wealth, LLC | 126,742 | $18.0M | 2.32% | +126,742 | New |
| Brandywine Global Investment Management, LLC | 126,726 | $18.0M | 0.14% | +60,745+92.1% | Added |
| GW Henssler & Associates Ltd | 125,554 | $17.8M | 1.25% | −118−0.1% | Reduced |
| Gladius Capital Management LP | 125,356 | $17.8M | 5.63% | +120,412+2,435.5% | Added |
| Azimuth Capital Investment Management LLC | 124,529 | $17.7M | 0.90% | −2,666−2.1% | Reduced |
| Core Alternative Capital | 123,744 | $17.5M | 2.23% | +15,613+14.4% | Added |
| Pinnacle Associates Ltd | 122,192 | $17.3M | 0.38% | −2,065−1.7% | Reduced |
| Capital Investment Counsel, Inc | 122,054 | $17.3M | 4.08% | +13,453+12.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 120,726 | $17.1M | 0.85% | +6,895+6.1% | Added |
| Beck Mack & Oliver LLC | 120,181 | $17.0M | 0.50% | 00.0% | Unchanged |
| Synovus Financial Corp | 118,052 | $16.7M | 0.19% | +1,001+0.9% | Added |
| Salem Investment Counselors Inc | 116,539 | $16.6M | 0.71% | +220+0.2% | Added |
| Dana Investment Advisors, Inc. | 116,853 | $16.6M | 0.87% | −2,678−2.2% | Reduced |
| Elo Mutual Pension Insurance Co | 116,710 | $16.5M | 0.57% | +2,997+2.6% | Added |
| Securian Asset Management, Inc | 116,032 | $16.5M | 0.46% | −161−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 115,121 | $16.3M | 0.40% | +32,577+39.5% | Added |
| Avantax Advisory Services, Inc. | 113,910 | $16.2M | 0.22% | −121−0.1% | Reduced |
| Whittier Trust Co | 112,956 | $16.0M | 0.31% | +684+0.6% | Added |
| Capital Fund Management S.A. | 112,711 | $16.0M | 0.35% | +112,711 | New |
| Gratus Capital LLC | 112,581 | $16.0M | 1.32% | +98,870+721.1% | Added |
| BancorpSouth Bank | 112,259 | $15.9M | 1.47% | +451+0.4% | Added |
| Kentucky Retirement Systems | 112,067 | $15.9M | 0.63% | +490+0.4% | Added |
| Anchor Capital Advisors LLC | 111,721 | $15.8M | 0.41% | −9,171−7.6% | Reduced |
| Maryland State Retirement & Pension System | 111,401 | $15.8M | 0.46% | +111,401 | New |
| Vontobel Holding Ltd. | 111,037 | $15.7M | 0.16% | −2,749−2.4% | Reduced |
| Panagora Asset Management Inc | 110,579 | $15.7M | 0.10% | −318,333−74.2% | Reduced |
| Oregon Public Employees Retirement Fund | 108,935 | $15.4M | 0.20% | −248−0.2% | Reduced |
| Northeast Investment Management | 107,998 | $15.3M | 0.98% | +3,746+3.6% | Added |
| D.A. Davidson & Co. | 107,563 | $15.3M | 0.18% | −1,945−1.8% | Reduced |
| Washington Trust Co | 107,345 | $15.2M | 0.71% | −2,600−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 107,329 | $15.2M | 0.24% | +3,763+3.6% | Added |
| Asset Advisors Investment Management, LLC | 107,173 | $15.2M | 2.00% | +1,060+1.0% | Added |
| National Asset Management, Inc. | 106,754 | $15.2M | 0.43% | +3,713+3.6% | Added |
| Lathrop Investment Management Corp | 106,209 | $15.1M | 3.33% | −490−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 106,118 | $15.0M | 0.60% | +805+0.8% | Added |
| Applied Finance Capital Management, LLC | 105,634 | $15.0M | 1.95% | +105,634 | New |
| Norinchukin Bank, The | 105,281 | $14.9M | 0.32% | −22,742−17.8% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 104,771 | $14.9M | 6.46% | +1,686+1.6% | Added |
| Snowden Capital Advisors LLC | 103,395 | $14.7M | 0.61% | −8,615−7.7% | Reduced |
| Hartford Investment Management Co | 102,964 | $14.6M | 0.44% | −41,697−28.8% | Reduced |
| Bollard Group LLC | 102,115 | $14.5M | 0.55% | −624−0.6% | Reduced |
| Easterly Investment Partners LLC | 101,982 | $14.5M | 1.25% | +20,128+24.6% | Added |
| Massmutual Trust Co FSB | 101,825 | $14.4M | 0.59% | +1,776+1.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 101,506 | $14.4M | 0.55% | +835+0.8% | Added |
| Independent Advisor Alliance | 101,437 | $14.4M | 1.76% | −986−1.0% | Reduced |
| Westchester Capital Management, Inc. | 101,078 | $14.3M | 4.22% | −1,450−1.4% | Reduced |
| Calamos Wealth Management LLC | 100,916 | $14.3M | 1.12% | +1,713+1.7% | Added |
| Bellecapital International Ltd. | 100,709 | $14.3M | 4.01% | −5,010−4.7% | Reduced |
| HM Payson & Co | 100,469 | $14.2M | 0.35% | −1,327−1.3% | Reduced |
| Managed Asset Portfolios, LLC | 100,011 | $14.2M | 2.22% | +5,321+5.6% | Added |
| Sonora Investment Management Group, LLC | 99,317 | $14.1M | 1.28% | +2,735+2.8% | Added |
| Bragg Financial Advisors, Inc | 97,441 | $13.8M | 0.84% | +435+0.4% | Added |
| Exchange Traded Concepts, LLC | 97,420 | $13.8M | 0.40% | +5,809+6.3% | Added |
| Sandy Spring Bank | 97,222 | $13.8M | 0.82% | −6,464−6.2% | Reduced |
| CV Advisors LLC | 97,134 | $13.8M | 14.34% | +30,000+44.7% | Added |
| Alberta Investment Management Corp | 96,679 | $13.7M | 0.12% | −4,600−4.5% | Reduced |
| Atria Investments LLC | 96,623 | $13.7M | 0.28% | +1,389+1.5% | Added |
| Aptus Capital Advisors, LLC | 96,603 | $13.7M | 0.45% | +3,378+3.6% | Added |
| Gotham Asset Management, LLC | 96,409 | $13.7M | 0.38% | −11,736−10.9% | Reduced |
| Simmons Bank | 95,681 | $13.6M | 1.17% | +2,067+2.2% | Added |