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 |
|---|---|---|---|---|---|
| Proquility Private Wealth Partners, LLC | 6,351 | $937.0K | 0.39% | +957+17.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 6,306 | $939.0K | 0.33% | −47−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 6,026 | $939.0K | 0.07% | −149−2.4% | Reduced |
| Oxbow Advisors, LLC | 6,311 | $940.0K | 0.09% | −130−2.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,314 | $940.0K | 0.44% | −113−1.8% | Reduced |
| Tributary Capital Management, LLC | 6,315 | $940.0K | 0.07% | +1,125+21.7% | Added |
| Aj Wealth Strategies, LLC | 6,351 | $946.0K | 0.05% | +5+0.1% | Added |
| PSI Advisors, LLC | 6,359 | $947.0K | 0.39% | −281−4.2% | Reduced |
| Compton Capital Management Inc | 6,366 | $948.0K | 0.27% | +100+1.6% | Added |
| Next Capital Management LLC | 6,369 | $948.0K | 0.66% | +6,369 | New |
| Cribstone Capital Management, LLC | 6,375 | $949.0K | 0.52% | +975+18.1% | Added |
| Oxinas Partners Wealth Management LLC | 6,390 | $952.0K | 0.60% | −1,075−14.4% | Reduced |
| West Michigan Advisors, LLC | 6,418 | $956.0K | 0.69% | +434+7.3% | Added |
| Certified Advisory Corp | 6,425 | $957.0K | 0.20% | −42−0.6% | Reduced |
| Verdence Capital Advisors LLC | 6,436 | $958.0K | 0.11% | +1,242+23.9% | Added |
| Perpetual Investment Management Ltd | 6,452 | $961.0K | 0.12% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 6,451 | $961.0K | 0.18% | +100+1.6% | Added |
| TD Ameritrade Investment Management, LLC | 6,457 | $962.0K | 0.01% | +253+4.1% | Added |
| Davis R M Inc | 6,460 | $962.0K | 0.02% | +2,251+53.5% | Added |
| Day & Ennis, LLC | 6,481 | $965.0K | 0.32% | +30.0% | Added |
| Great Diamond Partners, LLC | 6,513 | $970.0K | 0.27% | +566+9.5% | Added |
| Somerville Kurt F | 6,535 | $973.0K | 0.16% | +55+0.8% | Added |
| Holderness Investments Co | 6,544 | $974.0K | 0.32% | +50+0.8% | Added |
| GPS Wealth Strategies Group, LLC | 6,549 | $975.0K | 0.22% | −755−10.3% | Reduced |
| Barr E S & Co | 6,547 | $975.0K | 0.07% | +32+0.5% | Added |
| Boston Family Office LLC | 6,553 | $976.0K | 0.07% | +50+0.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,552 | $976.0K | 0.49% | +150+2.3% | Added |
| Banque Pictet & Cie SA | 6,570 | $978.0K | 0.01% | +4,970+310.6% | Added |
| Estate Counselors, LLC | 6,592 | $981.0K | 0.13% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,605 | $983.0K | 0.17% | −711−9.7% | Reduced |
| Eidelman Virant Capital | 6,620 | $985.0K | 0.53% | −125−1.9% | Reduced |
| AXS Investments LLC | 6,624 | $986.0K | 0.39% | −1,681−20.2% | Reduced |
| Tectonic Advisors LLC | 6,634 | $988.0K | 0.17% | +342+5.4% | Added |
| National Wealth Management Group, LLC | 6,644 | $989.5K | 0.95% | +1,042+18.6% | Added |
| 55I, LLC | 6,657 | $991.0K | 0.02% | +211+3.3% | Added |
| Summit Financial Wealth Advisors, LLC | 6,660 | $992.0K | 0.20% | +40+0.6% | Added |
| Adams Chetwood Wealth Management LLC | 6,694 | $997.0K | 0.57% | +17+0.3% | Added |
| Compagnie Lombard Odier SCmA | 6,713 | $1.00M | 0.02% | +550+8.9% | Added |
| Grove Bank & Trust | 6,723 | $1.00M | 0.20% | +201+3.1% | Added |
| KMG Fiduciary Partners, LLC | 6,741 | $1.00M | 0.16% | −21−0.3% | Reduced |
| Papp L Roy & Associates | 6,746 | $1.00M | 0.13% | +440+7.0% | Added |
| Claraphi Advisory Network, LLC | 6,758 | $1.01M | 0.29% | −156−2.3% | Reduced |
| White Lighthouse Investment Management Inc. | 6,787 | $1.01M | 0.26% | +25+0.4% | Added |
| Sky Investment Group LLC | 6,829 | $1.02M | 0.21% | −82−1.2% | Reduced |
| Americana Partners, LLC | 6,928 | $1.02M | 0.31% | −1,324−16.0% | Reduced |
| Pitcairn Co | 6,850 | $1.02M | 0.09% | −3,775−35.5% | Reduced |
| Professional Financial Advisors, LLC | 6,849 | $1.02M | 0.44% | +803+13.3% | Added |
| Financial Advisory Group | 6,869 | $1.02M | 0.20% | +1,190+21.0% | Added |
| Patriot Investment Management Inc. | 6,882 | $1.02M | 0.09% | +884+14.7% | Added |
| Tempus Wealth Planning, LLC | 6,892 | $1.03M | 0.73% | −1,150−14.3% | Reduced |
| Autumn Glory Partners, LLC | 6,898 | $1.03M | 0.60% | −3,842−35.8% | Reduced |
| Abacus Planning Group, Inc. | 6,895 | $1.03M | 0.28% | −131−1.9% | Reduced |
| Peoples Financial Services Corp. | 6,904 | $1.03M | 0.44% | −500−6.8% | Reduced |
| Courier Capital LLC | 6,923 | $1.03M | 0.10% | −20−0.3% | Reduced |
| Southern Capital Advisors, LLC | 6,926 | $1.03M | 0.71% | +20.0% | Added |
| Towerpoint Wealth, LLC | 6,930 | $1.03M | 0.51% | +24+0.3% | Added |
| Donaldson Capital Management, LLC | 6,932 | $1.03M | 0.05% | +1,301+23.1% | Added |
| Shulman DeMeo Asset Management LLC | 6,938 | $1.03M | 0.29% | +61+0.9% | Added |
| Focused Wealth Management, Inc | 6,959 | $1.04M | 0.16% | −134−1.9% | Reduced |
| Principle Wealth Partners LLC | 6,983 | $1.04M | 0.11% | −280−3.9% | Reduced |
| Pin Oak Investment Advisors Inc | 6,991 | $1.04M | 1.11% | −80−1.1% | Reduced |
| Credit Capital Investments LLC | 7,000 | $1.04M | 0.97% | 00.0% | Unchanged |
| L.M. Kohn & Company | 6,991 | $1.04M | 0.40% | +6,991 | New |
| IPG Investment Advisors LLC | 6,954 | $1.04M | 0.20% | −1,300−15.7% | Reduced |
| Adirondack Trust Co | 7,003 | $1.04M | 0.49% | −171−2.4% | Reduced |
| Raleigh Capital Management Inc. | 7,006 | $1.04M | 0.57% | +6,906+6,906.0% | Added |
| Beacon Capital Management, LLC | 7,019 | $1.04M | 0.25% | +7,019 | New |
| First National Bank of South Miami | 7,024 | $1.05M | 0.63% | −1,709−19.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 7,022 | $1.05M | 0.95% | −50−0.7% | Reduced |
| Southeast Asset Advisors Inc. | 7,049 | $1.05M | 0.14% | +38+0.5% | Added |
| Catalyst Capital Advisors LLC | 7,062 | $1.05M | 0.05% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 7,062 | $1.05M | 0.31% | +74+1.1% | Added |
| Coastal Bridge Advisors, LLC | 7,075 | $1.05M | 0.24% | −6,814−49.1% | Reduced |
| Almanack Investment Partners, LLC. | 7,049 | $1.05M | 0.09% | −1,978−21.9% | Reduced |
| Castle Rock Wealth Management, LLC | 6,683 | $1.05M | 0.48% | −386−5.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 7,086 | $1.05M | 0.65% | +159+2.3% | Added |
| Lincoln Capital LLC | 7,089 | $1.06M | 0.25% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 7,092 | $1.06M | 0.38% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 7,104 | $1.06M | 0.54% | +88+1.3% | Added |
| Eudaimonia Advisors LLC | 7,114 | $1.06M | 0.61% | +269+3.9% | Added |
| Modera Wealth Management, LLC | 7,119 | $1.06M | 0.05% | −11,819−62.4% | Reduced |
| Coastal Investment Advisors, Inc. | 7,145 | $1.06M | 0.21% | −2,577−26.5% | Reduced |
| Proffitt & Goodson Inc | 7,147 | $1.06M | 0.19% | +281+4.1% | Added |
| Aureus Asset Management, LLC | 7,154 | $1.06M | 0.07% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 7,166 | $1.07M | 0.44% | −19−0.3% | Reduced |
| Cannell Peter B & Co Inc | 7,200 | $1.07M | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 7,203 | $1.08M | 0.23% | +76+1.1% | Added |
| Inlet Private Wealth, LLC | 7,250 | $1.08M | 0.27% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 7,255 | $1.08M | 1.24% | +1,402+24.0% | Added |
| Castleview Partners, LLC | 7,259 | $1.08M | 0.67% | −1,197,312−99.4% | Reduced |
| Farmers National Bank | 7,271 | $1.08M | 0.38% | −233−3.1% | Reduced |
| Solstein Capital, LLC | 7,279 | $1.08M | 0.72% | +1,587+27.9% | Added |
| Focus Financial Network, Inc. | 7,285 | $1.08M | 0.08% | −5,264−41.9% | Reduced |
| PFG Advisors | 7,289 | $1.09M | 0.11% | +371+5.4% | Added |
| Icapital Wealth LLC | 6,945 | $1.09M | 0.45% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 7,325 | $1.09M | 1.40% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 7,339 | $1.09M | 0.16% | +1,059+16.9% | Added |
| Delta Investment Management, LLC | 7,353 | $1.09M | 0.32% | +43+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,366 | $1.10M | 0.09% | +470+6.8% | Added |
| Landmark Financial Advisors, LLC | 7,005 | $1.10M | 0.53% | +35+0.5% | Added |