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, 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
- 2,733
- +34 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
- 186
- 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 | 4,427 | $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, 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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 4,470 | $666.0K | 0.28% | +366+8.9% | Added |
| Copperwynd Financial, LLC | 4,490 | $669.0K | 0.28% | +150+3.5% | Added |
| Compton Wealth Advisory Group, LLC | 4,499 | $670.0K | 0.26% | +206+4.8% | Added |
| Howard Capital Management Group, LLC | 4,508 | $671.0K | 0.06% | +75+1.7% | Added |
| Oak Asset Management, LLC | 4,547 | $677.0K | 0.27% | +40+0.9% | Added |
| Townsend Asset Management Corp | 4,553 | $678.0K | 0.33% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 4,566 | $679.0K | 0.40% | −850−15.7% | Reduced |
| Strong Tower Advisory Services | 4,561 | $679.0K | 0.35% | +853+23.0% | Added |
| Cowa, LLC | 4,589 | $683.0K | 0.34% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,589 | $683.0K | 0.13% | +2,123+86.1% | Added |
| MCF Advisors LLC | 4,587 | $683.0K | 0.06% | +4,587 | New |
| Narwhal Capital Management | 4,596 | $684.0K | 0.08% | −2,760−37.5% | Reduced |
| Capital Planning Advisors, LLC | 4,604 | $686.0K | 0.15% | +341+8.0% | Added |
| Cooper Financial Group | 4,603 | $686.0K | 0.26% | +548+13.5% | Added |
| JFS Wealth Advisors, LLC | 4,623 | $689.0K | 0.07% | −149−3.1% | Reduced |
| Sweet Financial Partners, LLC | 4,629 | $689.0K | 0.18% | +1,238+36.5% | Added |
| Austin Private Wealth, LLC | 4,672 | $696.0K | 0.14% | −68−1.4% | Reduced |
| Lee Financial Co | 4,680 | $697.0K | 0.12% | +373+8.7% | Added |
| Indiana Trust & Investment Management CO | 4,678 | $697.0K | 0.33% | +1,400+42.7% | Added |
| Asset Management Group, Inc. | 4,686 | $698.0K | 0.15% | +18+0.4% | Added |
| Camden National Bank | 4,715 | $702.0K | 0.13% | −36−0.8% | Reduced |
| Heck Capital Advisors, LLC | 4,760 | $708.9K | 0.13% | +1,156+32.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,640 | $711.0K | 0.46% | +5+0.1% | Added |
| Callan Capital, LLC | 4,787 | $713.0K | 0.10% | −819−14.6% | Reduced |
| Annapolis Financial Services, LLC | 4,796 | $714.0K | 0.23% | −113−2.3% | Reduced |
| Long Run Wealth Advisors, LLC | 4,801 | $715.0K | 0.25% | −1,005−17.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,840 | $715.0K | 0.05% | +251+4.5% | Added |
| Integral Investment Advisors, Inc. | 4,802 | $715.0K | 0.45% | +66+1.4% | Added |
| High Falls Advisors, Inc | 4,822 | $718.0K | 0.19% | +4+0.1% | Added |
| Gleason Group, Inc. | 4,818 | $718.0K | 0.21% | +19+0.4% | Added |
| Zions Bancorporation, N.A. | 4,820 | $718.0K | 0.06% | +1,296+36.8% | Added |
| GYL Financial Synergies, LLC | 4,844 | $721.0K | 0.17% | −860−15.1% | Reduced |
| Investors Research Corp | 4,854 | $723.0K | 0.20% | 00.0% | Unchanged |
| Norwood Financial Corp | 4,880 | $727.0K | 1.06% | +105+2.2% | Added |
| Golden State Wealth Management, LLC | 4,886 | $728.0K | 0.14% | −2,102−30.1% | Reduced |
| Glassman Wealth Services | 4,887 | $728.0K | 0.13% | +936+23.7% | Added |
| Veracity Capital LLC | 4,939 | $735.0K | 0.31% | −191−3.7% | Reduced |
| Wealth Effects LLC | 4,937 | $735.0K | 0.34% | +196+4.1% | Added |
| Ami Asset Management Corp | 4,942 | $736.0K | 0.04% | +719+17.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4,952 | $737.0K | 0.01% | −721,300−99.3% | Reduced |
| Johnson Midwest Financial, LLC | 4,949 | $737.0K | 1.05% | +4+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 4,964 | $739.0K | 0.01% | −5,228−51.3% | Reduced |
| Kelman-Lazarov, Inc. | 4,975 | $741.0K | 0.25% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 4,985 | $742.0K | 0.08% | −5,676−53.2% | Reduced |
| Landscape Capital Management, L.L.C. | 4,991 | $743.0K | 0.09% | +2,256+82.5% | Added |
| Sanders Morris Harris LLC | 5,008 | $746.0K | 0.15% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 5,015 | $747.0K | 0.22% | −39−0.8% | Reduced |
| Axiom Financial Strategies, LLC | 4,888 | $748.0K | 0.38% | −9−0.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,046 | $752.0K | 0.22% | +149+3.0% | Added |
| Blackston Financial Advisory Group, LLC | 5,418 | $755.0K | 0.49% | +41+0.8% | Added |
| Crestwood Advisors Group LLC | 5,080 | $756.0K | 0.02% | +251+5.2% | Added |
| Hendershot Investments Inc. | 5,086 | $757.0K | 0.12% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 5,085 | $757.0K | 0.10% | +17+0.3% | Added |
| Smith Shellnut Wilson LLC | 5,090 | $758.0K | 0.40% | −73−1.4% | Reduced |
| XML Financial, LLC | 5,094 | $759.0K | 0.09% | +30+0.6% | Added |
| Aspire Private Capital, LLC | 5,098 | $759.0K | 0.24% | +381+8.1% | Added |
| Chesapeake Wealth Management | 5,120 | $762.0K | 0.28% | −833−14.0% | Reduced |
| Keebeck Alpha, LP | 5,116 | $762.0K | 0.23% | −49−0.9% | Reduced |
| DF Dent & Co Inc | 5,118 | $762.0K | 0.01% | +10.0% | Added |
| Oldfather Financial Services, LLC | 4,877 | $762.0K | 0.41% | 00.0% | Unchanged |
| W Advisors, LLC | 5,122 | $763.0K | 0.58% | +367+7.7% | Added |
| Oarsman Capital, Inc. | 5,126 | $763.0K | 0.30% | +775+17.8% | Added |
| Vantage Consulting Group Inc | 5,148 | $767.0K | 0.30% | −727−12.4% | Reduced |
| Syntax Advisors, LLC | 5,148 | $767.0K | 0.64% | −727−12.4% | Reduced |
| Aspireon Wealth Advisors | 5,148 | $767.0K | 0.29% | +8+0.2% | Added |
| WR Wealth Planners, LLC | 5,169 | $769.7K | 0.46% | +5,169 | New |
| Sugarloaf Wealth Management, LLC | 5,172 | $770.0K | 0.18% | +11+0.2% | Added |
| Caxton Associates LP | 5,195 | $774.0K | 0.08% | +5,195 | New |
| Sterneck Capital Management, LLC | 5,205 | $775.0K | 0.47% | 00.0% | Unchanged |
| REDW Wealth LLC | 5,213 | $776.0K | 0.23% | −700−11.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,214 | $776.0K | 0.06% | −89−1.7% | Reduced |
| Curbstone Financial Management Corp | 5,220 | $777.0K | 0.14% | +150+3.0% | Added |
| Armor Investment Advisors, LLC | 5,226 | $778.0K | 0.44% | +957+22.4% | Added |
| Vahanian & Associates Financial Planning Inc. | 5,249 | $782.0K | 1.81% | −2,317−30.6% | Reduced |
| Sage Mountain Advisors LLC | 5,253 | $782.0K | 0.12% | −985−15.8% | Reduced |
| Eqis Capital Management, Inc. | 5,254 | $782.0K | 0.07% | −327−5.9% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,600 | $783.0K | 0.64% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,267 | $784.0K | 0.15% | +2,433+85.9% | Added |
| blooom, inc. | 5,444 | $786.0K | 0.63% | +160+3.0% | Added |
| Boston Trust Walden Corp | 5,286 | $787.0K | 0.01% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 5,294 | $788.0K | 0.20% | 00.0% | Unchanged |
| Etfidea, LLC | 5,299 | $789.1K | 0.34% | +26+0.5% | Added |
| Hills Bank & Trust Co | 5,311 | $791.0K | 0.11% | +150+2.9% | Added |
| Fort Pitt Capital Group, LLC | 5,317 | $792.0K | 0.03% | −9,543−64.2% | Reduced |
| Highland Capital Management, LLC | 5,320 | $792.0K | 0.05% | −1,235−18.8% | Reduced |
| Huber Capital Management LLC | 5,327 | $793.0K | 0.20% | −2,000−27.3% | Reduced |
| Ambassador Advisors, LLC | 5,330 | $794.0K | 0.15% | +99+1.9% | Added |
| Wealth Alliance | 5,379 | $801.0K | 0.16% | −316−5.5% | Reduced |
| Denali Advisors LLC | 5,400 | $804.0K | 0.31% | +300+5.9% | Added |
| Cahaba Wealth Management, Inc. | 5,261 | $804.0K | 0.11% | +195+3.8% | Added |
| Wealth Management Associates, Inc. | 5,401 | $804.4K | 0.46% | −138−2.5% | Reduced |
| Lake Street Financial LLC | 5,404 | $805.0K | 0.15% | −430−7.4% | Reduced |
| Gould Asset Management LLC | 5,413 | $806.0K | 0.23% | −85−1.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,412 | $806.0K | 0.49% | +90+1.7% | Added |
| Benin Management CORP | 5,416 | $807.0K | 0.25% | +200+3.8% | Added |
| Nova R Wealth, Inc. | 5,437 | $810.0K | 0.69% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 5,444 | $811.0K | 0.45% | +5,444 | New |
| TKG Advisors, LLC | 5,453 | $812.0K | 0.65% | −137−2.5% | Reduced |
| Security Financial Services, INC. | 5,453 | $812.0K | 0.26% | +236+4.5% | Added |
| apricus wealth, LLC | 5,096 | $813.0K | 0.66% | −517−9.2% | Reduced |