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 |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 29,114 | $4.13M | 0.44% | −287−1.0% | Reduced |
| Estabrook Capital Management | 28,987 | $4.11M | 0.71% | −785−2.6% | Reduced |
| Arete Wealth Advisors, LLC | 28,894 | $4.10M | 0.36% | +729+2.6% | Added |
| RBA Wealth Management, LLC | 28,891 | $4.10M | 2.15% | +281+1.0% | Added |
| Capital Analysts, LLC | 28,810 | $4.08M | 0.25% | +507+1.8% | Added |
| Riggs Asset Managment Co. Inc. | 28,790 | $4.08M | 1.68% | +977+3.5% | Added |
| Rothschild Investment Corp | 28,729 | $4.07M | 0.37% | +355+1.3% | Added |
| Millennium Capital Advisors, LLC | 28,635 | $4.06M | 4.10% | −642−2.2% | Reduced |
| IFG Advisory, LLC | 28,627 | $4.06M | 0.40% | +13,163+85.1% | Added |
| Harrell Investment Partners, LLC | 28,581 | $4.05M | 1.59% | +2,604+10.0% | Added |
| Jackson Hole Capital Partners, LLC | 28,533 | $4.05M | 1.21% | +250+0.9% | Added |
| NBT Bank N A | 28,507 | $4.04M | 0.59% | +166+0.6% | Added |
| Patton Albertson Miller Group, LLC | 28,413 | $4.03M | 0.74% | +190+0.7% | Added |
| SignalPoint Asset Management, LLC | 28,367 | $4.02M | 1.40% | +10.0% | Added |
| Great Valley Advisor Group, Inc. | 28,300 | $4.01M | 0.21% | −466−1.6% | Reduced |
| Legacy Wealth Management, LLC | 28,234 | $4.00M | 2.37% | −1,190−4.0% | Reduced |
| Trust Co of Vermont | 28,231 | $4.00M | 0.29% | +1,353+5.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 28,160 | $3.99M | 1.00% | −193−0.7% | Reduced |
| Nations Financial Group Inc, | 28,153 | $3.99M | 0.45% | +10,122+56.1% | Added |
| Kavar Capital Partners Group, LLC | 28,067 | $3.98M | 0.92% | +900+3.3% | Added |
| Inscription Capital, LLC | 27,956 | $3.96M | 1.36% | +319+1.2% | Added |
| Windward Capital Management Co | 27,933 | $3.96M | 0.43% | −89−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 27,839 | $3.95M | 1.08% | −2,068−6.9% | Reduced |
| Comerica Securities,inc. | 27,604 | $3.93M | 0.28% | +749+2.8% | Added |
| Bridges Investment Management Inc | 27,623 | $3.92M | 0.14% | −375−1.3% | Reduced |
| Lazard Asset Management LLC | 27,613 | $3.91M | 0.01% | +14,389+108.8% | Added |
| Hall Capital Management Co Inc | 27,518 | $3.90M | 2.34% | +392+1.4% | Added |
| Choate Investment Advisors | 27,496 | $3.90M | 0.24% | +1,021+3.9% | Added |
| Capital City Trust Co | 27,430 | $3.89M | 1.28% | −344−1.2% | Reduced |
| Institutional & Family Asset Management, LLC | 27,402 | $3.89M | 0.65% | +240+0.9% | Added |
| Alpha DNA Investment Management LLC | 27,365 | $3.88M | 2.06% | +16,694+156.4% | Added |
| Ameritas Investment Partners, Inc. | 27,218 | $3.87M | 0.16% | +659+2.5% | Added |
| Profund Advisors LLC | 27,290 | $3.87M | 0.25% | +1,586+6.2% | Added |
| Keel Point, LLC | 27,264 | $3.87M | 0.61% | −2,917−9.7% | Reduced |
| Clearstead Advisors, LLC | 27,183 | $3.85M | 0.30% | +1,146+4.4% | Added |
| Berkshire Bank | 27,115 | $3.84M | 1.18% | −2,849−9.5% | Reduced |
| Reuter James Wealth Management, LLC | 27,113 | $3.84M | 2.79% | −43−0.2% | Reduced |
| Somerset Trust Co | 27,100 | $3.84M | 1.61% | −696−2.5% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $3.84M | 2.73% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 27,096 | $3.84M | 2.33% | +27,096 | New |
| Harel Insurance Investments & Financial Services Ltd. | 27,075 | $3.84M | 0.08% | +18,903+231.3% | Added |
| Apollon Wealth Management, LLC | 27,029 | $3.83M | 0.27% | +2,527+10.3% | Added |
| Shelton Capital Management | 27,000 | $3.83M | 0.40% | +11,866+78.4% | Added |
| Horan Capital Advisors, LLC. | 26,993 | $3.83M | 1.68% | −133−0.5% | Reduced |
| Bank of Hawaii | 26,993 | $3.83M | 0.23% | +545+2.1% | Added |
| Voloridge Investment Management, LLC | 26,892 | $3.81M | 0.02% | +26,892 | New |
| Radnor Capital Management, LLC | 25,850 | $3.81M | 0.93% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 26,832 | $3.80M | 0.29% | −25−0.1% | Reduced |
| Evercore Wealth Management, LLC | 26,803 | $3.80M | 0.08% | +43+0.2% | Added |
| Ar Asset Management Inc | 26,800 | $3.80M | 1.08% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 26,686 | $3.80M | 0.27% | −67−0.3% | Reduced |
| Adell Harriman & Carpenter Inc | 26,650 | $3.78M | 0.43% | +2,750+11.5% | Added |
| LGT Fund Management Co Ltd. | 26,600 | $3.77M | 1.63% | 00.0% | Unchanged |
| Quest Investment Management LLC | 26,580 | $3.77M | 0.46% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 26,455 | $3.75M | 0.11% | +2,364+9.8% | Added |
| Privium Fund Management B.V. | 26,350 | $3.75M | 1.42% | +26,350 | New |
| Silvercrest Asset Management Group LLC | 26,370 | $3.74M | 0.03% | −541−2.0% | Reduced |
| RFG Advisory, LLC | 26,325 | $3.73M | 0.19% | +921+3.6% | Added |
| NovaPoint Capital, LLC | 26,305 | $3.73M | 1.63% | +706+2.8% | Added |
| Empowered Funds, LLC | 26,275 | $3.73M | 0.24% | +19,331+278.4% | Added |
| Lincoln National Corp | 26,241 | $3.72M | 0.08% | +567+2.2% | Added |
| EP Wealth Advisors, LLC | 25,969 | $3.68M | 0.07% | +595+2.3% | Added |
| Financial Advisory Partners, LLC | 25,906 | $3.67M | 1.51% | −476−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 25,779 | $3.66M | 0.29% | +2,200+9.3% | Added |
| Birinyi Associates Inc | 25,750 | $3.65M | 1.75% | +4,000+18.4% | Added |
| GFG Capital, LLC | 13,003 | $3.64M | 0.82% | +280+2.2% | Added |
| Miracle Mile Advisors, LLC | 25,613 | $3.63M | 0.12% | +21,261+488.5% | Added |
| Diversified Investment Strategies, LLC | 25,510 | $3.62M | 2.81% | −50−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 25,492 | $3.62M | 0.36% | +14,940+141.6% | Added |
| All Terrain Financial Advisors, LLC | 25,476 | $3.61M | 1.83% | +382+1.5% | Added |
| LaFleur & Godfrey LLC | 25,470 | $3.61M | 0.60% | −575−2.2% | Reduced |
| Mather Group, LLC. | 25,447 | $3.61M | 0.07% | +1,430+6.0% | Added |
| Wealthspire Advisors, LLC | 25,433 | $3.61M | 0.07% | +3,499+16.0% | Added |
| Berger Financial Group, Inc | 25,343 | $3.59M | 0.47% | +1,470+6.2% | Added |
| Arrow Financial Corp | 25,306 | $3.59M | 0.49% | −156−0.6% | Reduced |
| Winton Group Ltd | 25,301 | $3.59M | 0.24% | −22,169−46.7% | Reduced |
| Freestone Capital Holdings, LLC | 25,222 | $3.58M | 0.16% | −224−0.9% | Reduced |
| BerganKDV Wealth Management, LLC | 25,162 | $3.57M | 0.39% | +2,074+9.0% | Added |
| Wade G W & Inc | 25,133 | $3.56M | 0.15% | +254+1.0% | Added |
| Blue Fin Capital, Inc. | 25,103 | $3.56M | 1.30% | −1,143−4.4% | Reduced |
| Independent Financial Group, LLC | 24,969 | $3.54M | 0.30% | +2,540+11.3% | Added |
| Paradigm Financial Partners, LLC | 24,036 | $3.53M | 1.03% | +609+2.6% | Added |
| Keene & Associates, Inc. | 24,860 | $3.52M | 3.15% | +175+0.7% | Added |
| J.W. Cole Advisors, Inc. | 24,796 | $3.52M | 0.27% | −9,792−28.3% | Reduced |
| Herold Advisors, Inc. | 24,743 | $3.51M | 1.49% | +2,000+8.8% | Added |
| Transamerica Financial Advisors, Inc. | 24,694 | $3.50M | 0.50% | −983−3.8% | Reduced |
| SevenBridge Financial Group, LLC | 24,626 | $3.49M | 1.02% | +107+0.4% | Added |
| Moloney Securities Asset Management, LLC | 24,466 | $3.47M | 0.77% | −237−1.0% | Reduced |
| BFSG, LLC | 24,365 | $3.46M | 0.69% | +424+1.8% | Added |
| Stratos Wealth Advisors, LLC | 24,347 | $3.45M | 0.29% | +2,944+13.8% | Added |
| Gamco Investors, Inc. Et Al | 24,271 | $3.44M | 0.04% | −2,397−9.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 24,138 | $3.42M | 0.54% | +236+1.0% | Added |
| Woodmont Investment Counsel LLC | 24,039 | $3.41M | 0.39% | +37+0.2% | Added |
| Northwest Investment Counselors, LLC | 24,030 | $3.41M | 0.98% | +515+2.2% | Added |
| Belpointe Asset Management LLC | 24,026 | $3.41M | 0.21% | +34+0.1% | Added |
| Legato Capital Management LLC | 23,844 | $3.38M | 0.65% | +23,844 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,825 | $3.38M | 2.32% | +578+2.5% | Added |
| Hutner Capital Management Inc | 23,817 | $3.38M | 2.09% | −269−1.1% | Reduced |
| SlateStone Wealth, LLC | 23,689 | $3.36M | 0.81% | −121−0.5% | Reduced |
| Andesa Financial Management Inc. | 23,648 | $3.35M | 1.83% | −21,227−47.3% | Reduced |