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 |
|---|---|---|---|---|---|
| Private Ocean, LLC | 490 | $73.0K | 0.01% | −20−3.9% | Reduced |
| State of Wyoming | 492 | $73.0K | 0.04% | +492 | New |
| Simon Quick Advisors, LLC | 502 | $75.0K | 0.02% | −640−56.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 518 | $77.0K | 0.04% | −1,396−72.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 529 | $79.0K | 0.03% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 538 | $80.0K | 0.02% | −46−7.9% | Reduced |
| AlphaMark Advisors, LLC | 558 | $83.0K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 554 | $83.0K | 0.02% | 00.0% | Unchanged |
| Lake Point Wealth Management | 560 | $83.0K | 0.04% | +50+9.8% | Added |
| Carolina Wealth Advisors, LLC | 568 | $85.0K | 0.05% | +30+5.6% | Added |
| Activest Wealth Management | 592 | $88.0K | 0.06% | +455+332.1% | Added |
| Brown, Lisle/Cummings, Inc. | 592 | $88.2K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 600 | $89.0K | 0.03% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 599 | $89.0K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 609 | $91.0K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 620 | $92.0K | 0.02% | −252−28.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 637 | $95.0K | 0.06% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 654 | $97.0K | 0.02% | −200−23.4% | Reduced |
| Spartan Planning & Wealth Management | 664 | $99.0K | 0.12% | +664 | New |
| PrairieView Partners, LLC | 672 | $100.0K | 0.01% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 675 | $100.0K | 0.06% | +675 | New |
| Earnest Partners LLC | 687 | $102.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 700 | $104.0K | 0.07% | 00.0% | Unchanged |
| Garde Capital, Inc. | 703 | $105.0K | 0.01% | −117−14.3% | Reduced |
| Ellis Investment Partners, LLC | 731 | $108.0K | 0.03% | +1+0.1% | Added |
| Fairfield Financial Advisors, LTD | 729 | $108.5K | 0.04% | +729 | New |
| Kelly Lawrence W & Associates Inc | 740 | $110.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 740 | $110.0K | 0.07% | 00.0% | Unchanged |
| Schubert & Co | 749 | $111.0K | 0.12% | +100+15.4% | Added |
| Baron Financial Group, LLC | 765 | $113.9K | 0.07% | 00.0% | Unchanged |
| West Bancorporation Inc | 787 | $117.0K | 0.07% | −30−3.7% | Reduced |
| Cranbrook Wealth Management, LLC | 790 | $118.0K | 0.03% | +75+10.5% | Added |
| RE Dickinson Investment Advisors, LLC | 806 | $120.0K | 0.08% | 00.0% | Unchanged |
| Accel Wealth Management | 803 | $121.0K | 0.06% | −249−23.7% | Reduced |
| WFA Asset Management Corp | 825 | $122.9K | 0.08% | +3+0.4% | Added |
| Laurel Wealth Planning LLC | 830 | $124.0K | 0.08% | +400+93.0% | Added |
| Cohen & Steers, Inc. | 852 | $127.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 880 | $131.0K | 0.12% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 900 | $134.0K | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 913 | $136.0K | 0.02% | +121+15.3% | Added |
| RWM Asset Management, LLC | 914 | $136.0K | 0.03% | +273+42.6% | Added |
| Seldon Capital LP | 918 | $137.0K | 0.08% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 917 | $137.0K | 0.12% | +175+23.6% | Added |
| Retirement Group, LLC | 930 | $138.0K | 0.05% | +26+2.9% | Added |
| Column Capital Advisors, LLC | 925 | $138.0K | 0.03% | +325+54.2% | Added |
| Miller Wealth Advisors, LLC | 942 | $140.0K | 0.09% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 952 | $142.0K | 0.08% | −75−7.3% | Reduced |
| Ten Capital Wealth Advisors, LLC | 974 | $145.0K | 0.06% | +430+79.0% | Added |
| Avion Wealth | 1,009 | $150.0K | 0.04% | +40+4.1% | Added |
| Newfound Research LLC | 1,043 | $155.0K | 0.20% | +1+0.1% | Added |
| AIA Group Ltd | 1,048 | $156.0K | 0.01% | +251+31.5% | Added |
| Tyler-Stone Wealth Management | 1,057 | $157.0K | 0.09% | +20+1.9% | Added |
| Western Pacific Wealth Management, LP | 1,075 | $160.0K | 0.12% | −275−20.4% | Reduced |
| Financial Management Professionals, Inc. | 1,125 | $168.0K | 0.04% | +101+9.9% | Added |
| Bogart Wealth, LLC | 1,143 | $170.0K | 0.01% | −106−8.5% | Reduced |
| Evolution Advisers, Inc. | 1,147 | $171.0K | 0.13% | +125+12.2% | Added |
| Covestor Ltd | 1,162 | $173.0K | 0.12% | +280+31.7% | Added |
| Lansing Street Advisors | 1,102 | $173.0K | 0.11% | +1,102 | New |
| Twin Lakes Capital Management, LLC | 1,166 | $174.0K | 0.10% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,174 | $175.0K | 0.15% | −12−1.0% | Reduced |
| Future Financial Wealth Managment LLC | 1,180 | $176.0K | 0.15% | −245−17.2% | Reduced |
| Semmax Financial Advisors Inc. | 1,193 | $178.0K | 0.07% | +2+0.2% | Added |
| Alpha Paradigm Partners, LLC | 1,203 | $179.0K | 0.07% | −1,607−57.2% | Reduced |
| Kessler Investment Group, LLC | 1,209 | $180.0K | 0.10% | −228−15.9% | Reduced |
| Maryland Capital Advisors Inc. | 1,225 | $182.0K | 0.16% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 1,235 | $184.0K | 0.17% | 00.0% | Unchanged |
| Key Financial Inc | 1,341 | $200.0K | 0.10% | +424+46.2% | Added |
| Shoker Investment Counsel, Inc. | 1,353 | $201.0K | 0.10% | +1,353 | New |
| WorthPointe, LLC | 1,352 | $201.0K | 0.16% | +1,352 | New |
| Charles Schwab Investment Advisory, Inc. | 1,362 | $203.0K | 0.00% | +1,362 | New |
| Vance Wealth, Inc. | 1,366 | $203.0K | 0.26% | +1,366 | New |
| Acima Private Wealth, LLC | 1,372 | $204.0K | 0.09% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,368 | $204.0K | 0.06% | +1+0.1% | Added |
| SNS Financial Group, LLC | 1,370 | $204.0K | 0.02% | +1,370 | New |
| LGL Partners, LLC | 1,367 | $204.0K | 0.03% | +1,367 | New |
| Cypress Capital, LLC | 1,369 | $204.0K | 0.03% | +1,369 | New |
| First National Corp | 1,374 | $205.0K | 0.04% | +1,374 | New |
| Resonant Capital Advisors, LLC | 1,353 | $205.0K | 0.03% | +1,353 | New |
| Bridge Advisory, LLC | 1,377 | $205.0K | 0.09% | +1,377 | New |
| Avaii Wealth Management, LLC | 1,380 | $205.0K | 0.19% | +1,380 | New |
| Modus Advisors, LLC | 1,385 | $206.0K | 0.09% | +1,385 | New |
| Wealthstream Advisors, Inc. | 1,382 | $206.0K | 0.18% | +1,382 | New |
| Granite Bay Wealth Management, LLC | 1,390 | $207.0K | 0.17% | −50−3.5% | Reduced |
| Garrison Bradford & Associates Inc | 1,388 | $207.0K | 0.20% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,390 | $207.0K | 0.02% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,391 | $207.0K | 0.03% | +1+0.1% | Added |
| East Coast Asset Management, LLC. | 1,392 | $207.0K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,387 | $207.0K | 0.08% | +1,387 | New |
| PFS Investments Inc. | 1,398 | $208.0K | 0.00% | −10,302−88.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,400 | $208.0K | 0.02% | −175−11.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,397 | $208.0K | 0.17% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,401 | $209.0K | 0.14% | −77−5.2% | Reduced |
| Cheviot Value Management, LLC | 1,406 | $209.0K | 0.04% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,411 | $210.0K | 0.01% | −8,599−85.9% | Reduced |
| Blue Barn Wealth, LLC | 1,413 | $210.0K | 0.15% | −57−3.9% | Reduced |
| TriaGen Wealth Management LLC | 1,407 | $210.0K | 0.11% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,554 | $211.0K | 0.02% | −2,288−59.6% | Reduced |
| Van Den Berg Management I, Inc | 1,414 | $211.0K | 0.05% | +1,414 | New |
| Poehling Capital Management, LLC | 1,426 | $212.0K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,425 | $212.2K | 0.09% | −583−29.0% | Reduced |