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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 37,468 | $5.31M | 0.22% | −113,186−75.1% | Reduced |
| Hourglass Capital, LLC | 37,470 | $5.31M | 1.87% | −150−0.4% | Reduced |
| Everence Capital Management Inc | 37,380 | $5.30M | 0.46% | +1,220+3.4% | Added |
| WS Portfolio Advisory, LLC | 37,350 | $5.30M | 1.51% | +37,350 | New |
| Investment House LLC | 37,332 | $5.29M | 0.50% | +3,090+9.0% | Added |
| Empirical Finance, LLC | 37,288 | $5.29M | 0.55% | +2,980+8.7% | Added |
| Pavion Blue Capital, LLC | 37,218 | $5.28M | 3.37% | −305−0.8% | Reduced |
| Assetmark, Inc | 37,212 | $5.28M | 0.02% | +4,119+12.4% | Added |
| Hixon Zuercher, LLC | 37,186 | $5.27M | 3.25% | +981+2.7% | Added |
| Little House Capital LLC | 37,161 | $5.27M | 2.61% | +684+1.9% | Added |
| Strategic Wealth Partners, Ltd. | 37,012 | $5.25M | 0.97% | +3,961+12.0% | Added |
| Garda Capital Partners LP | 36,894 | $5.23M | 4.86% | +36,894 | New |
| Investment Advisory Services Inc | 36,609 | $5.22M | 2.68% | +534+1.5% | Added |
| GFS Advisors, LLC | 36,773 | $5.21M | 1.17% | −18,370−33.3% | Reduced |
| King Wealth | 36,754 | $5.21M | 1.25% | −97−0.3% | Reduced |
| Wedbush Securities Inc | 39,237 | $5.20M | 0.29% | +502+1.3% | Added |
| Laffer Tengler Investments | 36,592 | $5.19M | 1.49% | +7,299+24.9% | Added |
| Fundamentun, LLC | 36,409 | $5.16M | 0.92% | +421+1.2% | Added |
| Gifford Fong Associates | 36,400 | $5.16M | 1.18% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 36,101 | $5.12M | 2.74% | −8,027−18.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 36,101 | $5.12M | 1.69% | −1,217−3.3% | Reduced |
| Leuthold Group, LLC | 36,077 | $5.12M | 0.69% | −846−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 35,615 | $5.05M | 0.14% | +772+2.2% | Added |
| Metis Global Partners, LLC | 35,602 | $5.05M | 0.45% | +13,950+64.4% | Added |
| Diversified Trust Co | 35,446 | $5.03M | 0.21% | +8,234+30.3% | Added |
| Ancora Advisors, LLC | 35,442 | $5.03M | 0.15% | +25,743+265.4% | Added |
| L & S Advisors Inc | 35,413 | $5.02M | 0.93% | +18,517+109.6% | Added |
| Bahl & Gaynor Inc | 35,395 | $5.02M | 0.03% | +259+0.7% | Added |
| Sound View Wealth Advisors Group, LLC | 31,823 | $5.02M | 0.55% | +7,956+33.3% | Added |
| HRT Financial LP | 35,341 | $5.01M | 0.07% | +35,341 | New |
| Baugh & Associates, LLC | 35,128 | $4.98M | 3.23% | −30−0.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 35,017 | $4.97M | 3.07% | +182+0.5% | Added |
| Point72 Middle East FZE | 35,001 | $4.96M | 0.38% | +35,001 | New |
| Plimoth Trust Co LLC | 34,922 | $4.95M | 1.60% | −810−2.3% | Reduced |
| Grassi Investment Management | 34,707 | $4.92M | 0.67% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 35,001 | $4.92M | 1.68% | −632−1.8% | Reduced |
| Teza Capital Management LLC | 34,685 | $4.92M | 0.94% | +34,685 | New |
| Royal Fund Management, LLC | 34,428 | $4.88M | 0.80% | +1,072+3.2% | Added |
| Strategic Blueprint, LLC | 34,214 | $4.85M | 0.56% | −3,523−9.3% | Reduced |
| Alps Advisors Inc | 34,169 | $4.84M | 0.04% | −1,583−4.4% | Reduced |
| Busey Wealth Management | 33,986 | $4.82M | 0.22% | −752−2.2% | Reduced |
| Moreno Evelyn V | 33,969 | $4.82M | 1.11% | +15,536+84.3% | Added |
| Wesleyan Assurance Society | 33,750 | $4.79M | 0.59% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 33,569 | $4.76M | 1.57% | −12,260−26.8% | Reduced |
| Capital Investment Advisors, LLC | 33,551 | $4.76M | 0.14% | +290+0.9% | Added |
| Acropolis Investment Management, LLC | 33,485 | $4.75M | 0.43% | +3,102+10.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 33,476 | $4.75M | 0.70% | +19,383+137.5% | Added |
| Artemis Investment Management LLP | 33,083 | $4.71M | 0.05% | +33,083 | New |
| Journey Advisory Group, LLC | 33,213 | $4.71M | 1.17% | +4,195+14.5% | Added |
| Baker Chad R | 33,000 | $4.68M | 1.31% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 32,771 | $4.65M | 0.29% | +6,602+25.2% | Added |
| Jacobs & Co | 32,740 | $4.64M | 0.60% | −47−0.1% | Reduced |
| Nomura Holdings Inc | 33,369 | $4.63M | 0.05% | +8,859+36.1% | Added |
| Change Path, LLC | 32,611 | $4.62M | 0.25% | −2,381−6.8% | Reduced |
| Asset Planning Services Inc | 32,520 | $4.61M | 2.92% | −20−0.1% | Reduced |
| United Capital Management of KS, Inc. | 32,210 | $4.57M | 1.88% | +1,724+5.7% | Added |
| EFG Asset Management (Americas) Corp. | 32,158 | $4.56M | 1.13% | −1,066−3.2% | Reduced |
| Red Door Wealth Management, LLC | 32,068 | $4.55M | 1.49% | +2,031+6.8% | Added |
| Opus Investment Management Inc | 32,000 | $4.54M | 1.62% | −5,000−13.5% | Reduced |
| Spinnaker Trust | 31,975 | $4.53M | 0.35% | −1,854−5.5% | Reduced |
| Venture Visionary Partners LLC | 31,854 | $4.52M | 0.33% | +1,281+4.2% | Added |
| Aaron Wealth Advisors | 31,614 | $4.48M | 0.66% | +4,859+18.2% | Added |
| Pathstone Family Office, LLC | 58,632 | $4.48M | 0.09% | +33,551+133.8% | Added |
| Meridian Wealth Management, LLC | 31,578 | $4.48M | 0.44% | +6,110+24.0% | Added |
| Horrell Capital Management, Inc. | 31,490 | $4.46M | 1.48% | +185+0.6% | Added |
| Chickasaw Capital Management LLC | 31,447 | $4.46M | 0.24% | −795−2.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 31,302 | $4.46M | 1.23% | +825+2.7% | Added |
| Texas Yale Capital Corp. | 31,387 | $4.45M | 0.25% | +6,537+26.3% | Added |
| Verition Fund Management LLC | 31,335 | $4.44M | 0.09% | +1,458+4.9% | Added |
| Loomis Sayles & Co L P | 31,250 | $4.43M | 0.01% | −7,661−19.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 31,241 | $4.43M | 3.12% | +195+0.6% | Added |
| Sawtooth Solutions, LLC | 31,238 | $4.43M | 0.60% | +4,022+14.8% | Added |
| International Assets Investment Management, LLC | 31,168 | $4.42M | 0.46% | +9,193+41.8% | Added |
| Proficio Capital Partners LLC | 30,982 | $4.39M | 0.83% | +578+1.9% | Added |
| William Allan, LLC | 30,791 | $4.37M | 3.67% | −657−2.1% | Reduced |
| Proequities, Inc. | 30,663 | $4.36M | 0.35% | +2,376+8.4% | Added |
| Regal Investment Advisors LLC | 30,763 | $4.36M | 0.42% | +383+1.3% | Added |
| Koshinski Asset Management, Inc. | 30,641 | $4.34M | 0.42% | −596−1.9% | Reduced |
| Mutual Advisors, LLC | 30,598 | $4.34M | 0.19% | +1,494+5.1% | Added |
| Raab & Moskowitz Asset Management LLC | 30,537 | $4.33M | 1.65% | −150−0.5% | Reduced |
| Moody National Bank Trust Division | 30,374 | $4.31M | 0.38% | −60.0% | Reduced |
| Field & Main Bank | 30,365 | $4.31M | 2.78% | −95−0.3% | Reduced |
| McGuire Investment Group, LLC | 30,342 | $4.30M | 0.93% | +143+0.5% | Added |
| Wendell David Associates Inc | 30,306 | $4.30M | 0.53% | −450−1.5% | Reduced |
| Spring Capital Management, LLC | 30,236 | $4.29M | 3.70% | −598−1.9% | Reduced |
| Washington Trust Advisors, Inc. | 30,028 | $4.26M | 0.47% | −913−3.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 29,996 | $4.25M | 0.05% | −70.0% | Reduced |
| Exeter Financial, LLC | 29,984 | $4.25M | 2.21% | −153−0.5% | Reduced |
| Employees Retirement System of Texas | 29,841 | $4.23M | 0.06% | −85,159−74.1% | Reduced |
| Mechanics Bank Trust Department | 29,683 | $4.21M | 0.73% | −140−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 29,628 | $4.20M | 0.20% | +230+0.8% | Added |
| Amarillo National Bank | 29,569 | $4.19M | 0.97% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 29,536 | $4.19M | 1.06% | +26+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 29,505 | $4.18M | 1.64% | +512+1.8% | Added |
| Xcel Wealth Management, LLC | 29,426 | $4.17M | 1.64% | −50.0% | Reduced |
| Ci Investments Inc. | 29,342 | $4.16M | 0.02% | +26,317+870.0% | Added |
| GAM Holding AG | 29,282 | $4.15M | 0.33% | −20,004−40.6% | Reduced |
| Asset Dedication, LLC | 29,093 | $4.14M | 0.42% | +1,886+6.9% | Added |
| Constitution Capital LLC | 29,204 | $4.14M | 2.56% | −200−0.7% | Reduced |
| Annandale Capital, LLC | 29,125 | $4.13M | 1.37% | 00.0% | Unchanged |