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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 64,299 | $9.29M | 3.07% | +64,299 | New |
| Two Sigma Investments, LP | 65,380 | $9.27M | 0.03% | +65,380 | New |
| Richard C. Young & CO., LTD. | 64,549 | $9.15M | 1.22% | −2,264−3.4% | Reduced |
| Allen Investment Management LLC | 64,488 | $9.14M | 0.15% | −502−0.8% | Reduced |
| Horizon Investments, LLC | 64,478 | $9.14M | 0.26% | +12,338+23.7% | Added |
| Patten & Patten Inc | 64,423 | $9.13M | 0.83% | +384+0.6% | Added |
| Resources Investment Advisors, LLC. | 64,329 | $9.12M | 0.26% | +25,074+63.9% | Added |
| American National Bank | 64,217 | $9.11M | 1.87% | −1,007−1.5% | Reduced |
| Alerus Financial NA | 63,628 | $9.02M | 0.83% | +63,628 | New |
| Webster Bank, N. A. | 63,548 | $9.01M | 1.22% | −1,904−2.9% | Reduced |
| Van Hulzen Asset Management, LLC | 63,502 | $9.00M | 1.04% | −29,286−31.6% | Reduced |
| City Holding Co | 63,475 | $9.00M | 1.68% | −638−1.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 63,157 | $8.96M | 0.39% | −1,908−2.9% | Reduced |
| Adviser Investments LLC | 60,790 | $8.88M | 0.22% | +2,830+4.9% | Added |
| Franklin Street Advisors Inc | 62,580 | $8.87M | 0.84% | +3,878+6.6% | Added |
| SG Americas Securities, LLC | 62,420 | $8.85M | 0.13% | −42,558−40.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 61,500 | $8.75M | 0.76% | +705+1.2% | Added |
| Level Four Advisory Services, LLC | 61,610 | $8.74M | 0.65% | +14,946+32.0% | Added |
| Adams Asset Advisors, LLC | 61,433 | $8.71M | 1.17% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 60,993 | $8.65M | 1.23% | −1,354−2.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 60,982 | $8.65M | 0.15% | +2,450+4.2% | Added |
| Prospera Financial Services Inc | 60,959 | $8.64M | 0.43% | −24,348−28.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 60,745 | $8.61M | 0.37% | +4,708+8.4% | Added |
| Dorchester Wealth Management Co | 60,730 | $8.61M | 2.04% | −2,070−3.3% | Reduced |
| Motco | 60,447 | $8.57M | 0.64% | −174−0.3% | Reduced |
| Parsec Financial Management, Inc. | 60,208 | $8.54M | 0.38% | −2,243−3.6% | Reduced |
| Parkside Investments, LLC | 60,027 | $8.51M | 1.70% | +140+0.2% | Added |
| Allstate Corp | 59,978 | $8.50M | 0.26% | +8,329+16.1% | Added |
| Allstate Investment Management Co | 59,978 | $8.50M | 0.26% | +59,978 | New |
| Monarch Capital Management Inc | 59,735 | $8.50M | 2.61% | −3,624−5.7% | Reduced |
| Greystone Financial Group, LLC | 59,416 | $8.42M | 2.48% | −767−1.3% | Reduced |
| Worldquant Millennium Advisors LLC | 58,872 | $8.35M | 0.19% | +19,416+49.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 58,581 | $8.33M | 0.11% | +43,427+286.6% | Added |
| Freemont Management S.A. | 58,600 | $8.31M | 1.33% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 58,306 | $8.27M | 0.07% | −5,436−8.5% | Reduced |
| Private Advisor Group, LLC | 147,796 | $8.22M | 0.41% | +4,422+3.1% | Added |
| Oak Harvest Investment Services | 57,840 | $8.20M | 2.13% | −4,216−6.8% | Reduced |
| Marvin & Palmer Associates Inc | 57,379 | $8.14M | 4.28% | +57,379 | New |
| Engineers Gate Manager LP | 56,869 | $8.06M | 0.48% | +51,793+1,020.4% | Added |
| LS Investment Advisors, LLC | 56,773 | $8.05M | 1.57% | −1,057−1.8% | Reduced |
| New England Asset Management Inc | 56,450 | $8.00M | 0.15% | −2,779−4.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 56,173 | $7.99M | 0.53% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 55,690 | $7.90M | 0.04% | +15,003+36.9% | Added |
| Sigma Planning Corp | 55,640 | $7.89M | 0.28% | −367−0.7% | Reduced |
| First Manhattan Co | 55,605 | $7.88M | 0.03% | +431+0.8% | Added |
| Visionary Wealth Advisors | 55,602 | $7.88M | 0.73% | +1,616+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 55,477 | $7.87M | 0.35% | −141−0.3% | Reduced |
| Jefferies Financial Group Inc. | 55,401 | $7.86M | 0.13% | +55,401 | New |
| Pettyjohn, Wood & White, Inc | 55,221 | $7.83M | 1.95% | −150−0.3% | Reduced |
| Pacific Global Investment Management CO | 54,749 | $7.76M | 1.72% | −74−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 54,592 | $7.74M | 1.04% | +4,600+9.2% | Added |
| Keb Asset Management, LLC | 54,457 | $7.72M | 4.10% | −70−0.1% | Reduced |
| Marietta Wealth Management, LLC | 54,435 | $7.72M | 1.75% | +232+0.4% | Added |
| K.J. Harrison & Partners Inc | 40,135 | $7.71M | 1.51% | +22,860+132.3% | Added |
| American Assets Investment Management, LLC | 54,000 | $7.66M | 0.89% | 00.0% | Unchanged |
| Charter Trust Co | 53,962 | $7.65M | 0.61% | +1,204+2.3% | Added |
| Executive Wealth Management, LLC | 53,773 | $7.62M | 0.94% | +47,117+707.9% | Added |
| Stratos Wealth Partners, LTD. | 53,761 | $7.62M | 0.19% | +4,094+8.2% | Added |
| GHP Investment Advisors, Inc. | 53,628 | $7.60M | 0.51% | +2,699+5.3% | Added |
| Colonial Trust Advisors | 53,604 | $7.60M | 0.93% | +1,812+3.5% | Added |
| St Germain D J Co Inc | 117,595 | $7.60M | 2.55% | +54,683+86.9% | Added |
| Ieq Capital, LLC | 53,444 | $7.58M | 0.21% | +19,606+57.9% | Added |
| Seeyond | 53,306 | $7.56M | 0.73% | −6,059−10.2% | Reduced |
| Physicians Financial Services, Inc. | 53,284 | $7.55M | 3.40% | +167+0.3% | Added |
| Money Concepts Capital Corp | 53,214 | $7.55M | 0.34% | +27,978+110.9% | Added |
| Quantinno Capital Management LP | 53,115 | $7.53M | 0.56% | +4,954+10.3% | Added |
| Bright Rock Capital Management, LLC | 53,000 | $7.51M | 1.95% | 00.0% | Unchanged |
| Gabelli Funds LLC | 52,950 | $7.51M | 0.06% | −550−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 52,817 | $7.49M | 0.35% | −785−1.5% | Reduced |
| First American Bank | 52,721 | $7.48M | 0.72% | +1,222+2.4% | Added |
| Schnieders Capital Management LLC | 52,706 | $7.47M | 1.71% | +8,090+18.1% | Added |
| Burney Co | 52,693 | $7.47M | 0.38% | −2,647−4.8% | Reduced |
| Cinctive Capital Management LP | 52,543 | $7.45M | 0.38% | −31,579−37.5% | Reduced |
| Valicenti Advisory Services Inc | 52,374 | $7.43M | 2.70% | −1,035−1.9% | Reduced |
| Osborne Partners Capital Management, LLC | 52,342 | $7.42M | 0.58% | −15,292−22.6% | Reduced |
| Waters Parkerson & Co., LLC | 52,287 | $7.41M | 0.45% | −168−0.3% | Reduced |
| HBK Sorce Advisory LLC | 52,290 | $7.41M | 0.20% | +27,199+108.4% | Added |
| Banque Cantonale Vaudoise | 51,989 | $7.37M | 0.39% | −8,422−13.9% | Reduced |
| Spire Wealth Management | 51,811 | $7.35M | 0.41% | −308−0.6% | Reduced |
| RBF Capital, LLC | 51,774 | $7.34M | 0.55% | 00.0% | Unchanged |
| WS Management LLLP | 51,768 | $7.34M | 1.12% | −25,000−32.6% | Reduced |
| Avitas Wealth Management LLC | 51,708 | $7.33M | 1.55% | −479−0.9% | Reduced |
| Fiduciary Trust Co | 51,571 | $7.31M | 0.14% | −138−0.3% | Reduced |
| Auxier Asset Management | 51,542 | $7.31M | 1.26% | −190−0.4% | Reduced |
| One Capital Management, LLC | 51,428 | $7.29M | 0.39% | −445−0.9% | Reduced |
| TLW Wealth Management, LLC | 51,413 | $7.29M | 5.90% | −2,612−4.8% | Reduced |
| Kingsview Wealth Management, LLC | 51,360 | $7.28M | 0.32% | +1,539+3.1% | Added |
| Allied Investment Advisors, LLC | 51,295 | $7.27M | 2.27% | +889+1.8% | Added |
| Heritage Trust Co | 51,150 | $7.25M | 1.18% | +465+0.9% | Added |
| Thoroughbred Financial Services, LLC | 51,112 | $7.25M | 1.18% | +957+1.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 51,082 | $7.24M | 0.63% | 00.0% | Unchanged |
| Terry L. Blaker | 50,954 | $7.22M | 0.66% | +7,690+17.8% | Added |
| Greenline Partners, LLC | 50,741 | $7.19M | 1.42% | −12,847−20.2% | Reduced |
| AlphaStar Capital Management, LLC | 50,698 | $7.19M | 0.74% | −8,584−14.5% | Reduced |
| FRG Family Wealth Advisors LLC | 50,083 | $7.10M | 1.69% | −3,470−6.5% | Reduced |
| Atwater Malick LLC | 49,865 | $7.07M | 3.48% | +1,030+2.1% | Added |
| Legacy Private Trust Co. | 49,803 | $7.06M | 0.64% | −771−1.5% | Reduced |
| Mattern Capital Management, LLC | 49,547 | $7.03M | 1.30% | −518−1.0% | Reduced |
| Cresset Asset Management, LLC | 52,830 | $7.01M | 0.09% | −4,065−7.1% | Reduced |
| Bleakley Financial Group, LLC | 49,463 | $7.01M | 0.25% | +49,463 | New |