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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 94,242 | $13.4M | 0.60% | −1,342−1.4% | Reduced |
| South State Corp. | 94,160 | $13.4M | 1.23% | −1,668−1.7% | Reduced |
| Advisors Capital Management, LLC | 93,115 | $13.2M | 0.36% | +4,397+5.0% | Added |
| Sather Financial Group Inc | 93,035 | $13.2M | 1.08% | +93,035 | New |
| Magellan Asset Management Ltd | 93,008 | $13.2M | 0.11% | −4,522−4.6% | Reduced |
| BTC Capital Management, Inc. | 92,515 | $13.1M | 1.58% | −7,160−7.2% | Reduced |
| Aquatic Capital Management LLC | 92,100 | $13.1M | 0.95% | +92,100 | New |
| LGT Group Foundation | 91,553 | $13.0M | 0.41% | +3,520+4.0% | Added |
| Louisiana State Employees Retirement System | 91,200 | $12.9M | 0.35% | 00.0% | Unchanged |
| Janney Capital Management LLC | 91,044 | $12.9M | 0.92% | −12,707−12.2% | Reduced |
| MAI Capital Management | 91,026 | $12.9M | 0.22% | +5,176+6.0% | Added |
| Wesbanco Bank Inc | 90,583 | $12.8M | 0.57% | +8,473+10.3% | Added |
| Cambridge Trust Co | 90,174 | $12.8M | 0.57% | +304+0.3% | Added |
| Banco Santander, S.A. | 90,024 | $12.8M | 0.19% | −2,356−2.6% | Reduced |
| TCTC Holdings, LLC | 89,174 | $12.6M | 0.52% | +3,010+3.5% | Added |
| SeaTown Holdings Pte. Ltd. | 89,000 | $12.6M | 1.86% | −79,000−47.0% | Reduced |
| First Nebraska Trust Co | 88,762 | $12.6M | 1.64% | −1,116−1.2% | Reduced |
| Edge Capital Group, LLC | 88,209 | $12.5M | 0.87% | +3,145+3.7% | Added |
| HB Wealth Management, LLC | 88,182 | $12.5M | 0.23% | +12,386+16.3% | Added |
| Hilton Capital Management, LLC | 96,301 | $12.5M | 1.64% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 88,004 | $12.5M | 0.11% | +86,324+5,138.3% | Added |
| Erste Asset Management GmbH | 87,689 | $12.4M | 0.26% | +33,000+60.3% | Added |
| Guardian Capital Advisors LP | 85,779 | $12.4M | 1.41% | +70+0.1% | Added |
| Staley Capital Advisers Inc | 87,406 | $12.4M | 0.74% | −3,033−3.4% | Reduced |
| Woodline Partners LP | 86,988 | $12.3M | 0.17% | +32,612+60.0% | Added |
| LMCG Investments, LLC | 86,825 | $12.3M | 0.86% | +1,445+1.7% | Added |
| Atwood & Palmer Inc | 86,750 | $12.3M | 1.11% | +1,468+1.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 86,654 | $12.3M | 1.95% | +2,872+3.4% | Added |
| Marco Investment Management LLC | 85,846 | $12.2M | 1.42% | −857−1.0% | Reduced |
| Moors & Cabot, Inc. | 85,809 | $12.2M | 0.85% | +1,801+2.1% | Added |
| Stonebridge Capital Advisors LLC | 85,702 | $12.2M | 1.44% | +2,155+2.6% | Added |
| Stillwater Capital Advisors, LLC | 85,544 | $12.1M | 2.56% | −759−0.9% | Reduced |
| Cornerstone Advisors, LLC | 85,400 | $12.1M | 0.60% | +85,400 | New |
| Cutler Investment Counsel LLC | 84,399 | $12.0M | 1.83% | −3,778−4.3% | Reduced |
| Forbes J M & Co LLP | 83,279 | $11.8M | 1.70% | −280.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 83,029 | $11.8M | 0.33% | +34,031+69.5% | Added |
| Hamel Associates, Inc. | 82,601 | $11.7M | 4.07% | −100−0.1% | Reduced |
| Metropolitan Life Insurance Co | 81,635 | $11.6M | 0.52% | −3,228−3.8% | Reduced |
| Rafferty Asset Management, LLC | 81,499 | $11.6M | 0.10% | +38,292+88.6% | Added |
| CSM Advisors, LLC | 81,401 | $11.5M | 1.10% | +800+1.0% | Added |
| JustInvest LLC | 80,894 | $11.5M | 0.47% | +13,248+19.6% | Added |
| Parthenon LLC | 80,640 | $11.4M | 1.88% | +150+0.2% | Added |
| Farmers Trust Co | 80,517 | $11.4M | 2.55% | −1,123−1.4% | Reduced |
| Brookstone Capital Management | 77,529 | $11.4M | 0.23% | +275+0.4% | Added |
| Canal Insurance CO | 80,000 | $11.3M | 3.13% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 79,360 | $11.3M | 0.47% | −1,010−1.3% | Reduced |
| James Investment Research Inc | 79,261 | $11.2M | 1.57% | −4,076−4.9% | Reduced |
| Advisory Services Network, LLC | 79,050 | $11.2M | 0.34% | −150.0% | Reduced |
| Segment Wealth Management, LLC | 79,037 | $11.2M | 1.30% | +1,331+1.7% | Added |
| Swiss Life Asset Management Ltd | 78,866 | $11.2M | 0.19% | −15,480−16.4% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 78,849 | $11.2M | 3.68% | −146−0.2% | Reduced |
| GWM Advisors LLC | 153,765 | $11.1M | 0.30% | +12,153+8.6% | Added |
| Candriam Luxembourg S.C.A. | 77,778 | $11.0M | 0.07% | +5,066+7.0% | Added |
| First National Bank of Omaha | 77,695 | $11.0M | 0.68% | −3,769−4.6% | Reduced |
| ExodusPoint Capital Management, LP | 77,619 | $11.0M | 0.17% | −27,557−26.2% | Reduced |
| Hantz Financial Services, Inc. | 77,591 | $11.0M | 0.33% | +4,788+6.6% | Added |
| Segall Bryant & Hamill, LLC | 77,333 | $11.0M | 0.12% | +1,420+1.9% | Added |
| Dodge & Cox | 77,180 | $10.9M | 0.01% | −8,010−9.4% | Reduced |
| Fiduciary Group LLC | 77,159 | $10.9M | 1.46% | −1,602−2.0% | Reduced |
| Edge Wealth Management LLC | 77,502 | $10.9M | 2.54% | −9,505−10.9% | Reduced |
| Pacer Advisors, Inc. | 76,817 | $10.9M | 0.06% | +59,222+336.6% | Added |
| Lee Danner & Bass Inc | 76,690 | $10.9M | 1.03% | −841−1.1% | Reduced |
| Venturi Wealth Management, LLC | 76,428 | $10.8M | 0.96% | −9,079−10.6% | Reduced |
| Boston Private Wealth LLC | 76,395 | $10.8M | 0.15% | −1,060−1.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 76,037 | $10.8M | 1.78% | −7,068−8.5% | Reduced |
| Montag A & Associates Inc | 75,740 | $10.8M | 0.72% | −4,568−5.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 75,814 | $10.7M | 0.25% | −21,807−22.3% | Reduced |
| Atria Wealth Solutions, Inc. | 75,446 | $10.7M | 0.17% | +1,241+1.7% | Added |
| Lynch & Associates | 75,592 | $10.7M | 2.80% | −755−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 74,813 | $10.6M | 0.54% | +6,049+8.8% | Added |
| Shelter Mutual Insurance Co | 74,372 | $10.5M | 3.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 74,255 | $10.5M | 0.03% | −30,109−28.8% | Reduced |
| Tompkins Financial Corp | 74,163 | $10.5M | 1.66% | −1,805−2.4% | Reduced |
| Brown Brothers Harriman & Co | 73,747 | $10.5M | 0.09% | −2,244−3.0% | Reduced |
| CCM Investment Advisers LLC | 73,116 | $10.4M | 1.65% | −2,799−3.7% | Reduced |
| Buckhead Capital Management LLC | 72,635 | $10.3M | 2.49% | −376−0.5% | Reduced |
| Quantitative Investment Management, LLC | 72,428 | $10.3M | 1.95% | +72,428 | New |
| Mach-1 Financial Group, Inc. | 72,322 | $10.3M | 4.78% | +31,857+78.7% | Added |
| GDS Wealth Management | 72,093 | $10.2M | 1.95% | −2,520−3.4% | Reduced |
| Mastrapasqua Asset Management Inc | 71,917 | $10.2M | 1.34% | +1,169+1.7% | Added |
| Toroso Investments, LLC | 71,913 | $10.2M | 0.39% | −13,346−15.7% | Reduced |
| Gradient Investments LLC | 71,103 | $10.1M | 0.32% | −108,142−60.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 68,684 | $10.1M | 1.28% | +831+1.2% | Added |
| Kovitz Investment Group Partners, LLC | 70,214 | $9.96M | 0.20% | −2,193−3.0% | Reduced |
| Arvest Trust Co N A | 70,176 | $9.95M | 0.63% | +5,480+8.5% | Added |
| BKD Wealth Advisors, LLC | 70,156 | $9.95M | 0.35% | −171−0.2% | Reduced |
| Whitener Capital Management, Inc. | 69,319 | $9.83M | 4.29% | −1,800−2.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 69,254 | $9.82M | 1.54% | +6,465+10.3% | Added |
| Callahan Advisors, LLC | 69,025 | $9.79M | 1.34% | +1,193+1.8% | Added |
| Advisor Partners II, LLC | 68,504 | $9.71M | 0.60% | +10,429+18.0% | Added |
| Foster & Motley Inc | 68,459 | $9.71M | 0.83% | −569−0.8% | Reduced |
| Meitav Dash Investments Ltd | 67,170 | $9.60M | 0.16% | −14,580−17.8% | Reduced |
| Hartline Investment Corp | 67,722 | $9.60M | 2.18% | +66,089+4,047.1% | Added |
| Cetera Advisors LLC | 67,647 | $9.59M | 0.17% | +11,006+19.4% | Added |
| New Mexico Educational Retirement Board | 67,393 | $9.56M | 0.51% | −4,400−6.1% | Reduced |
| Tower Bridge Advisors | 66,880 | $9.48M | 0.79% | −2,071−3.0% | Reduced |
| Mark Stevens | 66,288 | $9.40M | 1.23% | −12,049−15.4% | Reduced |
| Moran Wealth Management, LLC | 66,250 | $9.39M | 0.36% | +66,250 | New |
| Rowland & Co Investment Counsel | 65,308 | $9.38M | 2.32% | +435+0.7% | Added |
| CBOE Vest Financial, LLC | 65,558 | $9.30M | 1.47% | −3,118−4.5% | Reduced |