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, Q1 2022
Institutional positions in Walmart Inc. as of Mar 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
- 2,734
- +35 vs. Q4 2021
- Shares held
- 890.1M
- +7.44M (+0.8%) vs. Q4 2021
- Total value
- $131.7B
- +$4.24B (+3.3%) vs. Q4 2021
- New holders
- 187
- 1,186 more added
- Sold out
- 152
- 1,041 more reduced
34 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BCR Wealth Strategies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5 | $782 | 0.63% | −5,427−99.9% | Reduced |
| PEAK6 Investments LLC | 5 | $1.00K | 0.00% | −20,556−100.0% | Reduced |
| Insight Financial Services | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 223 | $1.00K | 0.02% | +223 | New |
| Deane Retirement Strategies, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Advocacy Wealth Management Services, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 26 | $4.00K | 0.00% | +1+4.0% | Added |
| Longfellow Investment Management Co LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 37 | $5.53K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 40 | $6.00K | 0.01% | −21−34.4% | Reduced |
| Eukles Asset Management | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 50 | $7.00K | 0.19% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 50 | $7.45K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 52 | $8.00K | 0.01% | −1,433−96.5% | Reduced |
| First Quadrant L P | 60 | $9.00K | 0.05% | −2,006−97.1% | Reduced |
| Iron Horse Wealth Management, LLC | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 68 | $10.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 68 | $10.0K | 0.00% | +48+240.0% | Added |
| Bellwether Advisors, LLC | 81 | $12.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 91 | $13.0K | 0.00% | −11−10.8% | Reduced |
| McCarthy Asset Management, Inc. | 90 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 84 | $13.0K | 0.00% | +84 | New |
| Aquatic Capital Management LLC | 100 | $15.0K | 0.02% | −2,200−95.7% | Reduced |
| Baillie Gifford & Co | 101 | $15.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 102 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 102 | $15.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 100 | $15.0K | 0.01% | +100 | New |
| Siena Capital LLC | 100 | $15.0K | 0.01% | +100 | New |
| Stephenson National Bank & Trust | 105 | $16.0K | 0.01% | −296−73.8% | Reduced |
| Tortoise Investment Management, LLC | 107 | $16.0K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 108 | $16.0K | 0.00% | +108 | New |
| Cypress Capital Management LLC (WY) | 115 | $17.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 115 | $17.0K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,691,580 | $18.0K | 0.08% | +2,673,466+14,759.1% | Added |
| Monolith Advisors | 127 | $18.0K | 0.01% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 129 | $19.0K | 0.00% | −27,374−99.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 128 | $19.0K | 0.01% | +73+132.7% | Added |
| Financial Connections Group, Inc. | 141 | $20.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 134 | $20.0K | 0.01% | +40+42.6% | Added |
| McClarren Financial Advisors, Inc. | 141 | $21.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 143 | $21.0K | 0.01% | −4−2.7% | Reduced |
| Corbenic Partners LLC | 150 | $22.0K | 0.00% | +15+11.1% | Added |
| Financial Enhancement Group LLC | 145 | $22.0K | 0.00% | +64+79.0% | Added |
| Contravisory Investment Management, Inc. | 150 | $22.0K | 0.01% | +150 | New |
| De Burlo Group Inc | 150 | $22.3K | 0.00% | +150 | New |
| IMA Wealth, Inc. | 156 | $23.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 165 | $25.0K | 0.02% | −150−47.6% | Reduced |
| Pacific Center for Financial Services | 169 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 170 | $25.0K | 0.02% | +170 | New |
| Conrad Siegel Investment Advisors, Inc. | 180 | $27.0K | 0.02% | +180 | New |
| Spectrum Management Group, LLC | 190 | $28.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 187 | $28.0K | 0.02% | +1+0.5% | Added |
| Ulland Investment Advisors, LLC | 190 | $28.0K | 0.02% | +155+442.9% | Added |
| Joseph P. Lucia & Associates, LLC | 192 | $29.0K | 0.02% | +192 | New |
| Gibson Wealth Advisors LLC | 200 | $30.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $30.0K | 0.02% | +100+100.0% | Added |
| Nauset Wealth Management. LLC | 205 | $31.0K | 0.02% | +205 | New |
| Level Financial Advisors, Inc. | 215 | $32.0K | 0.02% | −25−10.4% | Reduced |
| Morton Brown Family Wealth, LLC | 216 | $32.0K | 0.02% | 00.0% | Unchanged |
| Lipe & Dalton | 220 | $33.0K | 0.02% | −76−25.7% | Reduced |
| Ogorek Anthony Joseph | 228 | $33.0K | 0.01% | 00.0% | Unchanged |
| Karlinski Andrew C | 222 | $33.0K | 0.06% | −2−0.9% | Reduced |
| Cedar Wealth Management, LLC | 226 | $34.0K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 238 | $35.0K | 0.02% | −93−28.1% | Reduced |
| Princeton Global Asset Management LLC | 233 | $35.0K | 0.01% | +100+75.2% | Added |
| IndexIQ Advisors LLC | 233 | $35.0K | 0.00% | +233 | New |
| Sit Investment Associates Inc | 250 | $37.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 250 | $37.2K | 0.01% | −167−40.0% | Reduced |
| Macroview Investment Management LLC | 255 | $38.0K | 0.05% | +1+0.4% | Added |
| Beaird Harris Wealth Management, LLC | 261 | $39.0K | 0.01% | −2,015−88.5% | Reduced |
| Hillsdale Investment Management Inc. | 265 | $39.0K | 0.00% | −440−62.4% | Reduced |
| Operose Advisors LLC | 295 | $44.0K | 0.03% | +95+47.5% | Added |
| Power Corp of Canada | 298 | $44.0K | 0.00% | +298 | New |
| Wellington Shields Capital Management, LLC | 300 | $45.0K | 0.00% | −6,050−95.3% | Reduced |
| HC Financial Advisors Inc | 300 | $45.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 317 | $47.0K | 0.03% | −56−15.0% | Reduced |
| HBC Financial Services, PLLC | 300 | $49.0K | 0.04% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 333 | $50.0K | 0.00% | −420−55.8% | Reduced |
| Lowe Wealth Advisors, LLC | 335 | $50.0K | 0.02% | +1+0.3% | Added |
| Rockbridge Investment Management, LCC | 344 | $51.9K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 350 | $52.0K | 0.06% | −3,650−91.3% | Reduced |
| Freedman Financial Associates, Inc. | 350 | $53.0K | 0.04% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 373 | $55.5K | 0.02% | +30+8.7% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 400 | $60.0K | 0.05% | −230−36.5% | Reduced |
| Raffa Wealth Management, LLC | 405 | $60.3K | 0.02% | −35−8.0% | Reduced |
| United Community Bank | 414 | $61.7K | 0.06% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 413 | $62.0K | 0.01% | +27+7.0% | Added |
| Lloyd Advisory Services, LLC. | 413 | $62.0K | 0.03% | +181+78.0% | Added |
| Kelly Financial Services LLC | 434 | $64.7K | 0.03% | 00.0% | Unchanged |
| Steward Financial Group LLC | 448 | $66.0K | 0.06% | +320+250.0% | Added |
| Hoey Investments, Inc | 452 | $67.0K | 0.02% | −68,680−99.3% | Reduced |
| CKW Financial Group | 452 | $68.0K | 0.01% | −170−27.3% | Reduced |
| SJS Investment Consulting Inc. | 457 | $68.0K | 0.02% | +16+3.6% | Added |
| Altshuler Shaham Ltd | 470 | $70.0K | 0.00% | −18,956−97.6% | Reduced |
| Baldrige Asset Management LLC | 469 | $70.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 470 | $70.0K | 0.05% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 484 | $72.0K | 0.03% | 00.0% | Unchanged |