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 |
|---|---|---|---|---|---|
| MJP Associates Inc | 5,468 | $814.0K | 0.21% | −419−7.1% | Reduced |
| Carlson Capital Management | 5,463 | $814.0K | 0.07% | +212+4.0% | Added |
| Colonial River Wealth Management, LLC | 5,477 | $816.0K | 0.47% | −750−12.0% | Reduced |
| Financial Architects, Inc | 5,486 | $817.0K | 0.12% | −338−5.8% | Reduced |
| Simplicity Wealth,LLC | 5,483 | $817.0K | 0.79% | +5,483 | New |
| Pflug Koory, LLC | 5,493 | $818.0K | 0.41% | −77−1.4% | Reduced |
| Two Sigma Securities, LLC | 5,516 | $821.0K | 0.11% | −20,942−79.2% | Reduced |
| Mairs & Power Inc | 5,514 | $821.0K | 0.01% | +363+7.0% | Added |
| Merit Financial Group, LLC | 5,510 | $821.0K | 0.05% | +572+11.6% | Added |
| Bridgeworth, LLC | 5,529 | $823.0K | 0.19% | +4+0.1% | Added |
| Circle Wealth Management, LLC | 5,612 | $824.0K | 0.11% | +2,800+99.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,534 | $824.0K | 0.35% | +5,534 | New |
| Naviter Wealth, LLC | 5,530 | $827.0K | 0.28% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,583 | $831.0K | 0.07% | +118+2.2% | Added |
| Helen Stephens Group, LLC | 5,585 | $832.0K | 0.57% | −33−0.6% | Reduced |
| Kingfisher Capital LLC | 5,590 | $832.0K | 0.21% | +19+0.3% | Added |
| Intersect Capital LLC | 5,585 | $832.0K | 0.16% | +51+0.9% | Added |
| Bill Few Associates, Inc. | 5,597 | $834.0K | 0.45% | −24−0.4% | Reduced |
| Ferris Capital, LLC | 5,603 | $834.0K | 0.19% | +207+3.8% | Added |
| WNY Asset Management, LLC | 5,580 | $836.0K | 0.26% | −595−9.6% | Reduced |
| Lokken Investment Group LLC | 5,467 | $836.0K | 0.66% | −362−6.2% | Reduced |
| City State Bank | 5,626 | $838.0K | 0.51% | +77+1.4% | Added |
| Clearview Wealth Advisors LLC | 5,632 | $839.0K | 0.55% | −174−3.0% | Reduced |
| Wedmont Private Capital | 5,566 | $841.0K | 0.19% | +2,267+68.7% | Added |
| Archetype Wealth Partners | 5,655 | $842.0K | 0.22% | −12−0.2% | Reduced |
| Sunburst Financial Group, LLC | 5,655 | $842.0K | 0.42% | +211+3.9% | Added |
| Brendel Financial Advisors LLC | 5,666 | $844.0K | 0.46% | −26,372−82.3% | Reduced |
| Windsor Group LTD | 5,368 | $845.0K | 0.16% | −109−2.0% | Reduced |
| Missouri Trust & Investment Co | 5,693 | $848.0K | 0.50% | −300−5.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 5,717 | $851.0K | 0.67% | −3,382−37.2% | Reduced |
| Collective Family Office LLC | 5,717 | $851.0K | 0.32% | −170−2.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,723 | $852.0K | 0.04% | −2,159−27.4% | Reduced |
| Summit Financial Group Inc | 5,718 | $852.0K | 0.29% | −70−1.2% | Reduced |
| St. Louis Trust Co | 5,755 | $857.0K | 0.18% | −589−9.3% | Reduced |
| IMS Capital Management | 5,756 | $857.0K | 0.45% | +7+0.1% | Added |
| Fort Point Capital Partners LLC | 5,770 | $859.0K | 0.13% | −450−7.2% | Reduced |
| Retirement Planning Group | 5,767 | $859.0K | 0.09% | −59−1.0% | Reduced |
| TD Capital Management LLC | 5,767 | $859.0K | 0.10% | +437+8.2% | Added |
| Accurate Wealth Management, LLC | 5,771 | $859.0K | 0.38% | +614+11.9% | Added |
| Cyrus J. Lawrence, LLC | 5,775 | $860.0K | 0.20% | +5,775 | New |
| Brewin Dolphin Wealth Management Ltd | 5,798 | $863.0K | 0.10% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 5,813 | $865.7K | 0.32% | +111+1.9% | Added |
| Silver Oak Securities, Inc | 5,526 | $866.0K | 0.18% | +5,526 | New |
| StrategIQ Financial Group, LLC | 5,819 | $867.0K | 0.09% | −2,742−32.0% | Reduced |
| Guardian Wealth Advisors, LLC | 5,810 | $868.0K | 0.37% | +782+15.6% | Added |
| G&S Capital LLC | 5,840 | $870.0K | 0.47% | −57−1.0% | Reduced |
| Enhancing Capital LLC | 5,846 | $871.0K | 0.93% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,851 | $871.0K | 0.10% | +41+0.7% | Added |
| Wealthspan Partners, LLC | 5,859 | $873.0K | 0.79% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 5,582 | $875.0K | 0.31% | −24−0.4% | Reduced |
| Harvest Volatility Management LLC | 5,885 | $876.0K | 0.10% | +2,712+85.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,891 | $877.0K | 0.23% | −56−0.9% | Reduced |
| Arnhold LLC | 5,888 | $877.0K | 0.10% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,894 | $878.0K | 0.16% | −135−2.2% | Reduced |
| DeDora Capital, Inc. | 5,898 | $878.0K | 0.35% | +765+14.9% | Added |
| Warren Averett Asset Management, LLC | 5,916 | $881.0K | 0.07% | −394−6.2% | Reduced |
| Legacy Financial Advisors, Inc. | 5,917 | $881.0K | 0.20% | +508+9.4% | Added |
| Financial Partners Group, Inc | 5,918 | $881.0K | 0.19% | +748+14.5% | Added |
| Elgethun Capital Management | 5,932 | $883.0K | 0.30% | +19+0.3% | Added |
| Tealwood Asset Management Inc | 5,926 | $883.0K | 0.37% | +811+15.9% | Added |
| Arkansas Financial Group, Inc. | 5,943 | $885.0K | 0.18% | −250−4.0% | Reduced |
| Compass Financial Advisors LLC | 5,946 | $885.0K | 0.98% | −42−0.7% | Reduced |
| Citizens National Bank Trust Department | 5,782 | $885.0K | 0.36% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5,946 | $886.0K | 0.45% | −144−2.4% | Reduced |
| Red Wave Investments LLC | 5,951 | $886.0K | 0.31% | +170+2.9% | Added |
| Fukoku Mutual Life Insurance Co | 5,960 | $888.0K | 0.07% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 5,975 | $890.0K | 0.04% | +29+0.5% | Added |
| Willis Johnson & Associates, Inc. | 5,978 | $890.0K | 0.12% | +4,476+298.0% | Added |
| Valley National Advisers Inc | 5,987 | $892.0K | 0.17% | +20.0% | Added |
| Reynders McVeigh Capital Management, LLC | 5,998 | $893.0K | 0.05% | −206−3.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,000 | $893.0K | 0.36% | 00.0% | Unchanged |
| F3Logic, LLC | 5,995 | $894.0K | 0.13% | +421+7.6% | Added |
| My Legacy Advisors, LLC | 6,008 | $895.0K | 0.42% | +6,008 | New |
| Beck Capital Management, LLC | 6,017 | $896.0K | 0.27% | −9,975−62.4% | Reduced |
| First American Trust, FSB | 6,020 | $897.0K | 0.12% | +621+11.5% | Added |
| Nicolet Bankshares Inc | 6,024 | $897.0K | 0.19% | +1,902+46.1% | Added |
| TCI Wealth Advisors, Inc. | 6,049 | $901.0K | 0.14% | +128+2.2% | Added |
| Lindbrook Capital, LLC | 6,048 | $901.0K | 0.14% | +610+11.2% | Added |
| West Chester Capital Advisors, Inc | 6,065 | $903.0K | 0.66% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 6,085 | $906.0K | 0.07% | −139−2.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,090 | $907.0K | 0.45% | −155−2.5% | Reduced |
| Pearl River Capital, LLC | 6,088 | $907.0K | 0.25% | +6,088 | New |
| Barings LLC | 6,124 | $912.0K | 0.03% | +554+9.9% | Added |
| Triton Wealth Management, PLLC | 6,443 | $913.0K | 0.47% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 6,137 | $914.0K | 0.23% | +1,146+23.0% | Added |
| Abbot Financial Management, Inc. | 6,137 | $914.0K | 0.45% | +6,137 | New |
| Perennial Investment Advisors, LLC | 6,172 | $918.0K | 0.29% | −192−3.0% | Reduced |
| Verus Capital Partners, LLC | 6,155 | $920.0K | 0.14% | +6,155 | New |
| Atlas Capital Advisors LLC | 6,185 | $921.1K | 0.14% | +84+1.4% | Added |
| Advisory Alpha, LLC | 6,194 | $922.0K | 0.06% | +150+2.5% | Added |
| Lifeworks Advisors, LLC | 6,199 | $923.0K | 0.61% | −4,326−41.1% | Reduced |
| Kore Private Wealth LLC | 6,219 | $926.0K | 0.12% | +436+7.5% | Added |
| Cim Investment Mangement Inc | 6,218 | $926.0K | 0.31% | +2,119+51.7% | Added |
| Foster Group, Inc. | 6,234 | $928.0K | 0.08% | +6+0.1% | Added |
| Sterling Investment Counsel, LLC | 6,231 | $928.0K | 0.63% | +974+18.5% | Added |
| Laraway Financial Inc | 6,250 | $931.0K | 0.85% | +20+0.3% | Added |
| Strategic Investment Advisors | 6,269 | $934.0K | 0.18% | −370−5.6% | Reduced |
| Beaton Management Co. Inc. | 6,275 | $934.0K | 0.58% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,277 | $935.0K | 0.42% | +46+0.7% | Added |
| Foster Dykema Cabot & Co Inc | 6,285 | $936.0K | 0.11% | 00.0% | Unchanged |