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 |
|---|---|---|---|---|---|
| Ategra Capital Management, LLC | 1,425 | $212.2K | 0.10% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,428 | $213.0K | 0.05% | −207−12.7% | Reduced |
| Sovereign Financial Group, Inc. | 1,433 | $213.0K | 0.08% | −119−7.7% | Reduced |
| Connors Investor Services Inc | 1,431 | $213.0K | 0.02% | +1,431 | New |
| Optas, LLC | 1,434 | $214.0K | 0.07% | −43−2.9% | Reduced |
| Summitry LLC | 1,438 | $214.0K | 0.01% | +42+3.0% | Added |
| Delphia (USA) Inc. | 1,439 | $214.0K | 0.16% | +1,439 | New |
| Safeguard Financial, LLC | 1,436 | $214.0K | 0.32% | +1,436 | New |
| Ground Swell Capital, LLC | 1,444 | $215.0K | 0.55% | +1,444 | New |
| Roosevelt Investment Group LLC | 1,448 | $216.0K | 0.01% | −179−11.0% | Reduced |
| Affinity Capital Advisors, LLC | 1,449 | $216.0K | 0.07% | −94−6.1% | Reduced |
| Beach Investment Counsel Inc | 1,453 | $216.0K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,445 | $216.0K | 0.03% | +1+0.1% | Added |
| One Day In July LLC | 1,448 | $216.0K | 0.05% | +1,448 | New |
| Horizon Kinetics Asset Management LLC | 1,457 | $217.0K | 0.00% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,460 | $217.0K | 0.02% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,458 | $217.0K | 0.19% | +12+0.8% | Added |
| Nixon Peabody Trust Co | 1,464 | $218.0K | 0.08% | −883−37.6% | Reduced |
| Emfo, LLC | 1,466 | $218.0K | 0.20% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,452 | $219.0K | 0.13% | −16−1.1% | Reduced |
| Wilkinson Global Asset Management LLC | 1,476 | $220.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 1,479 | $220.0K | 0.11% | +10+0.7% | Added |
| CenterStar Asset Management, LLC | – | $221.0K | 0.15% | – | – |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,487 | $221.0K | 0.07% | +1,487 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,482 | $221.0K | 0.17% | +1,482 | New |
| Eagle Strategies LLC | 1,483 | $221.0K | 0.09% | +1,483 | New |
| Tandem Investment Advisors, Inc. | 1,499 | $223.0K | 0.01% | −1,572−51.2% | Reduced |
| Atlas Private Wealth Advisors | 1,501 | $223.0K | 0.10% | −77−4.9% | Reduced |
| TrueWealth Advisors, LLC | 1,540 | $223.0K | 0.10% | 00.0% | Unchanged |
| TSFG, LLC | 1,497 | $223.0K | 0.08% | −8−0.5% | Reduced |
| Leisure Capital Management | 1,507 | $224.0K | 0.11% | −102−6.3% | Reduced |
| Philadelphia Trust Co | 1,514 | $225.0K | 0.02% | +1,514 | New |
| Affiance Financial, LLC | 1,519 | $226.0K | 0.11% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,514 | $226.0K | 0.04% | +39+2.6% | Added |
| Sandbox Financial Partners, LLC | 1,525 | $227.0K | 0.13% | −92−5.7% | Reduced |
| Lafayette Investments, Inc. | 1,534 | $228.0K | 0.06% | −1,000−39.5% | Reduced |
| Loudon Investment Management, LLC | 1,530 | $228.0K | 0.15% | +1,530 | New |
| Abacus Wealth Partners, LLC | 1,536 | $228.8K | 0.10% | −532−25.7% | Reduced |
| Kozak & Associates, Inc. | 1,606 | $229.0K | 0.15% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,538 | $229.0K | 0.09% | 00.0% | Unchanged |
| Mendel Money Management | 1,537 | $229.0K | 0.11% | +1,537 | New |
| Principal Street Partners, LLC | 1,540 | $229.0K | 0.05% | +1,540 | New |
| Lyell Wealth Management, LP | 1,542 | $230.0K | 0.03% | +63+4.3% | Added |
| Madison Asset Management, LLC | 1,553 | $231.0K | 0.00% | −30−1.9% | Reduced |
| Broderick Brian C | 1,550 | $231.0K | 0.06% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,549 | $231.0K | 0.10% | 00.0% | Unchanged |
| Clean Yield Group | 1,550 | $231.0K | 0.08% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 1,548 | $231.0K | 0.15% | +1,548 | New |
| Atticus Wealth Management, LLC | 1,559 | $232.0K | 0.08% | −498−24.2% | Reduced |
| Quaker Wealth Management, LLC | 1,555 | $232.0K | 0.10% | +1,555 | New |
| Redwood Financial Network Corp | 1,557 | $232.0K | 0.22% | +1,557 | New |
| Round Rock Advisors, LLC | 1,565 | $233.0K | 0.09% | −88−5.3% | Reduced |
| Firestone Capital Management | 1,562 | $233.0K | 0.08% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,542 | $233.0K | 0.13% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,562 | $234.0K | 0.07% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,569 | $234.0K | 0.06% | +6+0.4% | Added |
| Financial Perspectives, Inc | 1,577 | $234.8K | 0.11% | 00.0% | Unchanged |
| Kalos Management, Inc. | 1,601 | $235.0K | 0.16% | −1,644−50.7% | Reduced |
| Sadoff Investment Management LLC | 1,578 | $235.0K | 0.01% | −115−6.8% | Reduced |
| Gateway Advisory, LLC | 1,578 | $235.0K | 0.06% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 1,586 | $236.0K | 0.06% | −4,125−72.2% | Reduced |
| Oberweis Asset Management Inc | 1,582 | $236.0K | 0.05% | +1+0.1% | Added |
| Wagner Wealth Management, LLC | 1,601 | $238.0K | 0.17% | +90+6.0% | Added |
| Onyx Bridge Wealth Group LLC | 1,544 | $238.0K | 0.09% | +1,544 | New |
| Avenir Corp | 1,607 | $239.0K | 0.02% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 1,603 | $239.0K | 0.10% | +5+0.3% | Added |
| Pegasus Partners Ltd. | 1,611 | $240.0K | 0.04% | +115+7.7% | Added |
| Baldwin Brothers Inc | 1,612 | $240.0K | 0.03% | +899+126.1% | Added |
| GW&K Investment Management, LLC | 1,612 | $240.0K | 0.00% | +1,612 | New |
| WealthBridge Capital Management, LLC | 1,612 | $240.0K | 0.09% | +1,612 | New |
| Probity Advisors, Inc. | 1,617 | $241.0K | 0.05% | −47−2.8% | Reduced |
| Blossom Wealth Management | 1,618 | $241.0K | 1.09% | +165+11.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,616 | $241.0K | 0.07% | +212+15.1% | Added |
| FirstPurpose Wealth LLC | 1,621 | $241.0K | 0.19% | +1,621 | New |
| Pine Haven Investment Counsel, Inc | 1,625 | $242.0K | 0.24% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,628 | $242.0K | 0.17% | +83+5.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,626 | $242.0K | 0.03% | +156+10.6% | Added |
| ForthRight Wealth Management, LLC | 1,635 | $243.0K | 0.13% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,633 | $243.0K | 0.09% | +5+0.3% | Added |
| Bordeaux Wealth Advisors LLC | 1,632 | $243.0K | 0.13% | +110+7.2% | Added |
| Financial Advisors, LLC | 1,641 | $244.0K | 0.08% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,614 | $245.0K | 0.07% | −156−8.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,650 | $245.0K | 0.03% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,650 | $246.0K | 0.15% | 00.0% | Unchanged |
| Triumph Capital Management | 1,650 | $246.0K | 0.11% | +1,650 | New |
| Klingenstein Fields & Co LP | 1,661 | $247.0K | 0.01% | −191−10.3% | Reduced |
| Camarda Financial Advisors, LLC | 1,660 | $247.0K | 0.12% | −50−2.9% | Reduced |
| Orser Capital Management, LLC | 1,666 | $248.0K | 0.16% | −7,156−81.1% | Reduced |
| LWM Advisory Services, LLC | 1,652 | $248.0K | 0.31% | −161−8.9% | Reduced |
| Burns J W & Co Inc | 1,662 | $248.0K | 0.04% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,621 | $248.0K | 0.01% | +30+1.9% | Added |
| Prudent Investors Network | 1,669 | $249.0K | 0.12% | +1,669 | New |
| Taylor & Morgan Wealth Management, LLC | 1,681 | $250.0K | 0.20% | −1,992−54.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,679 | $250.0K | 0.18% | +231+16.0% | Added |
| Richard P Slaughter Associates Inc | 1,679 | $250.0K | 0.09% | +1,679 | New |
| Lockerman Financial Group, Inc. | 1,676 | $250.0K | 0.68% | +1,676 | New |
| Fortis Advisors, LLC | 1,684 | $251.0K | 0.14% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,686 | $251.0K | 0.04% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 1,688 | $251.0K | 0.10% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,687 | $251.0K | 0.10% | +1,687 | New |