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; 4,426 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
- 2,813
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 49,095 | $7.00M | 0.52% | +25,976+112.4% | Added |
| Picton Mahoney Asset Management | 49,363 | $7.00M | 0.36% | +33,133+204.1% | Added |
| Keeler Thomas Management LLC | 49,097 | $6.96M | 3.51% | −236−0.5% | Reduced |
| Leavell Investment Management, Inc. | 48,718 | $6.93M | 0.52% | −1,095−2.2% | Reduced |
| Bridgecreek Investment Management, LLC | 48,865 | $6.93M | 1.55% | −1,700−3.4% | Reduced |
| Toth Financial Advisory Corp | 48,631 | $6.90M | 1.12% | +439+0.9% | Added |
| Headinvest, LLC | 48,619 | $6.89M | 1.54% | −786−1.6% | Reduced |
| TownSquare Capital, LLC | 48,519 | $6.88M | 0.17% | +5,764+13.5% | Added |
| CWA Asset Management Group, LLC | 48,402 | $6.86M | 0.56% | −16,493−25.4% | Reduced |
| Griffin Asset Management, Inc. | 48,378 | $6.86M | 1.03% | +1,439+3.1% | Added |
| Ascent Wealth Partners, LLC | 48,347 | $6.86M | 1.47% | −763−1.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 48,329 | $6.85M | 0.46% | −2,803−5.5% | Reduced |
| Ameritas Advisory Services, LLC | 48,013 | $6.81M | 0.32% | +10,762+28.9% | Added |
| Barbara Oil Co. | 48,000 | $6.81M | 3.25% | 00.0% | Unchanged |
| Cardinal Capital Management | 47,823 | $6.78M | 1.44% | −116−0.2% | Reduced |
| Pittenger & Anderson Inc | 47,722 | $6.77M | 0.37% | +460+1.0% | Added |
| Meridian Management Co | 47,553 | $6.74M | 2.46% | +126+0.3% | Added |
| First Personal Financial Services | 47,461 | $6.73M | 1.82% | −96−0.2% | Reduced |
| Carret Asset Management, LLC | 47,079 | $6.67M | 0.92% | +806+1.7% | Added |
| Associated Banc-Corp | 46,813 | $6.64M | 0.28% | +1,547+3.4% | Added |
| Community Bank, N.A. | 46,706 | $6.62M | 0.92% | −466−1.0% | Reduced |
| Ritholtz Wealth Management | 46,489 | $6.59M | 0.37% | +18,679+67.2% | Added |
| Northwest Bancshares, Inc. | 46,487 | $6.59M | 1.32% | +1,170+2.6% | Added |
| Boston Research & Management Inc | 46,491 | $6.59M | 2.04% | −50.0% | Reduced |
| Wetherby Asset Management Inc | 46,296 | $6.56M | 0.42% | +2,267+5.1% | Added |
| Ascent Group, LLC | 46,188 | $6.55M | 0.77% | +1,661+3.7% | Added |
| Bradley Foster & Sargent Inc | 46,112 | $6.54M | 0.16% | +708+1.6% | Added |
| WoodTrust Financial Corp | 45,977 | $6.52M | 1.35% | +755+1.7% | Added |
| Chemung Canal Trust Co | 45,966 | $6.52M | 1.49% | +31+0.1% | Added |
| Old National Bancorp | 45,760 | $6.49M | 0.20% | −3,009−6.2% | Reduced |
| Jacobi Capital Management LLC | 45,641 | $6.47M | 0.81% | −41−0.1% | Reduced |
| Coldstream Capital Management Inc | 45,584 | $6.46M | 0.24% | +45,584 | New |
| Veritable, L.P. | 45,458 | $6.45M | 0.12% | +404+0.9% | Added |
| V Wealth Advisors LLC | 45,452 | $6.44M | 1.34% | +14,404+46.4% | Added |
| Northwest & Ethical Investments L.P. | 45,406 | $6.44M | 0.22% | −15,448−25.4% | Reduced |
| Trexquant Investment LP | 45,196 | $6.41M | 0.18% | −11,903−20.8% | Reduced |
| Signaturefd, LLC | 45,042 | $6.39M | 0.19% | +825+1.9% | Added |
| Caldwell Trust Co | 45,012 | $6.38M | 0.90% | +48+0.1% | Added |
| Allworth Financial LP | 44,991 | $6.38M | 0.07% | +1,691+3.9% | Added |
| Roundview Capital LLC | 44,950 | $6.37M | 0.73% | +732+1.7% | Added |
| Cypress Capital Group | 44,750 | $6.35M | 0.96% | −2,070−4.4% | Reduced |
| Bank of the West | 44,731 | $6.34M | 0.75% | +300+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 44,713 | $6.34M | 0.25% | −685−1.5% | Reduced |
| Fragasso Group Inc. | 44,631 | $6.33M | 0.73% | +3,386+8.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 44,565 | $6.32M | 0.95% | −815−1.8% | Reduced |
| Richard Bernstein Advisors LLC | 44,512 | $6.31M | 0.14% | 00.0% | Unchanged |
| United Fire Group Inc | 44,500 | $6.31M | 3.73% | 00.0% | Unchanged |
| Greenleaf Trust | 44,321 | $6.28M | 0.08% | +3,589+8.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 44,236 | $6.27M | 0.16% | −8,706−16.4% | Reduced |
| Covington Investment Advisors Inc. | 43,889 | $6.22M | 1.49% | +1,245+2.9% | Added |
| O'Brien Greene & Co. Inc | 43,403 | $6.15M | 2.33% | −88,615−67.1% | Reduced |
| First Interstate Bank | 43,354 | $6.15M | 0.45% | −1,011−2.3% | Reduced |
| JB Capital LLC | 43,265 | $6.13M | 0.60% | +1,791+4.3% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 42,684 | $6.11M | 0.50% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 42,968 | $6.09M | 0.52% | +279+0.7% | Added |
| Pinnacle Financial Partners Inc | 42,742 | $6.06M | 0.17% | −213−0.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 42,543 | $6.03M | 0.10% | −2,335−5.2% | Reduced |
| Iyo Bank, Ltd. | 42,540 | $6.03M | 3.55% | 00.0% | Unchanged |
| Sitrin Capital Management LLC | 42,523 | $6.03M | 3.84% | −1,927−4.3% | Reduced |
| Parallel Advisors, LLC | 42,505 | $6.03M | 0.26% | +2,270+5.6% | Added |
| Woodstock Corp | 42,267 | $5.99M | 0.80% | −265−0.6% | Reduced |
| Hayek Kallen Investment Management | 42,177 | $5.98M | 2.76% | −450−1.1% | Reduced |
| Summit Global Investments | 42,145 | $5.98M | 0.50% | +18,757+80.2% | Added |
| Laurel Wealth Advisors LLC | 42,146 | $5.98M | 1.38% | +681+1.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 42,085 | $5.97M | 0.03% | −17,500−29.4% | Reduced |
| Addenda Capital Inc. | 41,904 | $5.97M | 0.26% | −545−1.3% | Reduced |
| Conning Inc. | 41,718 | $5.92M | 0.19% | −6,857−14.1% | Reduced |
| Weik Capital Management | 41,657 | $5.91M | 2.76% | −858−2.0% | Reduced |
| Arkadios Wealth Advisors | 41,660 | $5.91M | 0.78% | +4,042+10.7% | Added |
| Walker Asset Management, LLC | 41,648 | $5.91M | 5.13% | +767+1.9% | Added |
| Balentine LLC | 41,470 | $5.88M | 0.21% | +6,809+19.6% | Added |
| Boston Partners | 41,419 | $5.87M | 0.01% | −4,578−10.0% | Reduced |
| Graypoint LLC | 41,398 | $5.87M | 0.70% | −2,815−6.4% | Reduced |
| IHT Wealth Management, LLC | 40,982 | $5.81M | 0.37% | −2,811−6.4% | Reduced |
| Stock Yards Bank & Trust Co | 40,940 | $5.80M | 0.23% | −370−0.9% | Reduced |
| Veriti Management LLC | 40,814 | $5.79M | 0.77% | −177−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 40,627 | $5.76M | 0.32% | +3,137+8.4% | Added |
| Cohen Klingenstein LLC | 40,300 | $5.71M | 0.29% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 40,105 | $5.69M | 0.75% | +1,105+2.8% | Added |
| Nwi Management LP | 40,000 | $5.67M | 1.33% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $5.67M | 0.92% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 39,994 | $5.67M | 0.27% | −1,739−4.2% | Reduced |
| JGP Wealth Management, LLC | 39,784 | $5.64M | 1.04% | +58+0.1% | Added |
| Perfromance Wealth Partners, LLC | 39,637 | $5.62M | 0.34% | +5,615+16.5% | Added |
| Trustmark National Bank Trust Department | 39,623 | $5.62M | 0.52% | −583−1.5% | Reduced |
| SFMG, LLC | 39,372 | $5.58M | 0.62% | −729−1.8% | Reduced |
| Fulton Bank, N.A. | 39,172 | $5.55M | 0.31% | +804+2.1% | Added |
| Park Avenue Securities LLC | 39,131 | $5.55M | 0.10% | +1,118+2.9% | Added |
| Gofen & Glossberg LLC | 38,969 | $5.53M | 0.14% | −7,330−15.8% | Reduced |
| Csenge Advisory Group | 38,869 | $5.51M | 0.43% | +2,784+7.7% | Added |
| Coston, McIsaac & Partners | 38,801 | $5.50M | 2.14% | +1,694+4.6% | Added |
| Meiji Yasuda Life Insurance Co | 38,414 | $5.45M | 0.12% | −1,674−4.2% | Reduced |
| Eagle Asset Management Inc | 37,663 | $5.41M | 0.03% | +337+0.9% | Added |
| Cornerstone Wealth Group, LLC | 38,129 | $5.41M | 1.02% | −74−0.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 38,102 | $5.40M | 0.10% | +1,816+5.0% | Added |
| Family Management Corp | 37,884 | $5.37M | 1.31% | −212−0.6% | Reduced |
| Riverview Capital Advisers, LLC | 37,740 | $5.35M | 2.87% | +13,530+55.9% | Added |
| Advanced Asset Management Advisors Inc | 37,649 | $5.34M | 1.34% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 37,615 | $5.33M | 1.74% | +117+0.3% | Added |
| Canal Capital Management, LLC | 37,581 | $5.33M | 1.29% | +1,369+3.8% | Added |