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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Vista Wealth Management Group, LLC | 1,692 | $252.0K | 0.04% | +43+2.6% | Added |
| Davidson Trust Co | 1,696 | $253.0K | 0.19% | −105−5.8% | Reduced |
| Armbruster Capital Management, Inc. | 1,700 | $253.0K | 0.06% | −80−4.5% | Reduced |
| Oppenheimer & Close, LLC | 1,705 | $253.0K | 0.22% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 1,696 | $253.0K | 0.02% | +1,696 | New |
| Elk River Wealth Management, LLC | 1,701 | $254.0K | 0.06% | −1,000−37.0% | Reduced |
| Sawyer & Company, Inc | 1,704 | $254.0K | 0.11% | −190−10.0% | Reduced |
| Applied Capital LLC | 1,709 | $254.0K | 0.16% | +1+0.1% | Added |
| Capital Wealth Alliance, LLC | 1,708 | $254.0K | 0.15% | +4+0.2% | Added |
| West Wealth Group, LLC | 1,712 | $254.0K | 0.10% | +13+0.8% | Added |
| Advus Financial Partners, LLC | 1,706 | $254.0K | 0.13% | +1,706 | New |
| Planning Center, Inc. | 1,710 | $255.0K | 0.73% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,718 | $255.0K | 0.05% | +1,718 | New |
| Engrave Wealth Partners LLC | 1,718 | $256.0K | 0.10% | −40−2.3% | Reduced |
| Revolve Wealth Partners, LLC | 1,720 | $256.0K | 0.07% | +37+2.2% | Added |
| Crewe Advisors LLC | 1,716 | $256.0K | 0.05% | +555+47.8% | Added |
| Schrum Private Wealth Management LLC | 1,657 | $256.0K | 0.26% | +1,657 | New |
| Investment Management of Virginia LLC | 1,725 | $257.0K | 0.05% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 1,730 | $258.0K | 0.14% | −1,207−41.1% | Reduced |
| Hohimer Wealth Management, LLC | 1,730 | $258.0K | 0.05% | 00.0% | Unchanged |
| Montis Financial, LLC | 1,730 | $258.0K | 0.20% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,732 | $258.0K | 0.24% | +1+0.1% | Added |
| Verus Financial Partners, Inc. | 1,691 | $259.0K | 0.04% | −577−25.4% | Reduced |
| Sym Financial Corp | 1,737 | $259.0K | 0.11% | −57−3.2% | Reduced |
| Boyd Watterson Asset Management LLC | 1,747 | $260.0K | 0.09% | −934−34.8% | Reduced |
| Iron Financial, LLC | 1,747 | $260.0K | 0.12% | −82−4.5% | Reduced |
| Diversified, LLC | 1,748 | $260.0K | 0.11% | +84+5.0% | Added |
| Merrion Investment Management Co, LLC | 1,750 | $260.0K | 0.19% | +1,750 | New |
| Columbia Trust Co 01012016 | 1,654 | $260.0K | 0.12% | +1,654 | New |
| Partners in Financial Planning | 1,660 | $260.4K | 0.08% | +24+1.5% | Added |
| Maple Capital Management, Inc. | 1,751 | $261.0K | 0.03% | +12+0.7% | Added |
| Epic Trust Investment Advisors, LLC | 1,753 | $261.0K | 0.41% | +1,753 | New |
| Y-Intercept (Hong Kong) Ltd | 1,760 | $262.0K | 0.06% | +1,760 | New |
| Larson Financial Group LLC | 1,763 | $263.0K | 0.04% | +1+0.1% | Added |
| DFPG Investments, LLC | 1,690 | $263.0K | 0.10% | +26+1.6% | Added |
| Navellier & Associates Inc | 1,772 | $264.0K | 0.04% | −100−5.3% | Reduced |
| Phocas Financial Corp. | 1,775 | $264.0K | 0.03% | +1,775 | New |
| Exane Derivatives | 1,777 | $264.6K | 0.07% | +1,777 | New |
| Compass Ion Advisors, LLC | 1,781 | $265.0K | 0.08% | +7+0.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,778 | $265.0K | 0.21% | +220+14.1% | Added |
| Matrix Asset Advisors Inc | 1,784 | $266.0K | 0.04% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,783 | $266.0K | 0.26% | +223+14.3% | Added |
| Traphagen Investment Advisors LLC | 1,788 | $266.3K | 0.04% | +220+14.0% | Added |
| Antonetti Capital Management LLC | 1,790 | $267.0K | 0.25% | −1,275−41.6% | Reduced |
| Evolution Wealth Advisors, LLC | 1,800 | $268.0K | 0.06% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,800 | $268.0K | 0.06% | +1,800 | New |
| Personal Wealth Partners | 1,803 | $269.0K | 0.12% | −24−1.3% | Reduced |
| WP Advisors, LLC | 1,807 | $269.0K | 0.11% | +6+0.3% | Added |
| Marietta Investment Partners LLC | 1,810 | $270.0K | 0.06% | 00.0% | Unchanged |
| Options Solutions, LLC | 1,813 | $270.0K | 0.28% | +1,813 | New |
| Capital Advisors, Ltd. LLC | 1,820 | $271.0K | 0.05% | +39+2.2% | Added |
| Kistler-Tiffany Companies, LLC | 1,828 | $272.0K | 0.05% | +125+7.3% | Added |
| Prentice Wealth Management LLC | 1,828 | $272.0K | 0.13% | +200+12.3% | Added |
| RMR Wealth Builders | 1,856 | $276.0K | 0.06% | −131−6.6% | Reduced |
| Camden Capital, LLC | 1,861 | $277.0K | 0.06% | −12−0.6% | Reduced |
| StrongBox Wealth, LLC | 1,869 | $278.0K | 0.16% | −451−19.4% | Reduced |
| Horan Securities, Inc. | 1,869 | $278.0K | 0.17% | +183+10.9% | Added |
| XR Securities LLC | 1,867 | $278.0K | 0.06% | +214+12.9% | Added |
| McIlrath & Eck, LLC | 1,872 | $279.0K | 0.08% | +72+4.0% | Added |
| AGF Investments LLC | 1,872 | $279.0K | 0.02% | +1,013+117.9% | Added |
| Riverview Trust Co | 1,879 | $280.0K | 0.21% | +892+90.4% | Added |
| Engineers Gate Manager LP | 1,882 | $280.0K | 0.01% | +1,882 | New |
| Abundance Wealth Counselors | 1,877 | $280.0K | 0.08% | +1,877 | New |
| Columbus Macro, LLC | 1,880 | $281.0K | 0.10% | +1+0.1% | Added |
| Second Half Financial Partners, LLC | 2,071 | $281.0K | 0.22% | +2,071 | New |
| Horizon Wealth Management, LLC | 1,892 | $282.0K | 0.09% | −4,992−72.5% | Reduced |
| Buckley Wealth Management, LLC | 1,892 | $282.0K | 0.08% | −274−12.7% | Reduced |
| LifeSteps Financial, Inc. | 1,896 | $282.0K | 0.21% | −140−6.9% | Reduced |
| Willow Creek Wealth Management Inc. | 1,891 | $282.0K | 0.06% | −14−0.7% | Reduced |
| Bluesphere Advisors, LLC | 1,894 | $282.0K | 0.24% | +1+0.1% | Added |
| First National Bank | 1,894 | $283.0K | 0.26% | +12+0.6% | Added |
| Versor Investments LP | 1,908 | $284.0K | 0.01% | −634−24.9% | Reduced |
| Arcadia Investment Management Corp | 1,906 | $284.0K | 0.05% | −71−3.6% | Reduced |
| Red Cedar Capital, LLC | 1,908 | $284.0K | 0.17% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 1,909 | $284.0K | 0.04% | +464+32.1% | Added |
| Twin Focus Capital Partners, LLC | 1,913 | $285.0K | 0.06% | +59+3.2% | Added |
| Hemington Wealth Management | 1,916 | $285.0K | 0.10% | +1,916 | New |
| NinePointTwo Capital | 1,921 | $286.0K | 0.08% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,923 | $286.0K | 0.07% | +1,923 | New |
| Lauterbach Financial Advisors, LLC | 1,925 | $287.0K | 0.26% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,931 | $287.0K | 0.09% | +41+2.2% | Added |
| Altus Wealth Group LLC | 1,932 | $288.0K | 0.24% | +10+0.5% | Added |
| Schoolcraft Capital LLC | 1,937 | $288.5K | 0.09% | +1,937 | New |
| Intelligent Financial Strategies | 1,946 | $290.0K | 0.28% | −192−9.0% | Reduced |
| SP Asset Management | 1,950 | $290.0K | 0.03% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,963 | $292.0K | 0.18% | +43+2.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,958 | $292.0K | 0.12% | +456+30.4% | Added |
| Alera Investment Advisors, LLC | 1,965 | $292.0K | 0.07% | +1,965 | New |
| MinichMacGregor Wealth Management, LLC | 1,983 | $295.0K | 0.09% | −25−1.2% | Reduced |
| West Paces Advisors Inc. | 1,987 | $295.9K | 0.09% | +286+16.8% | Added |
| Bluefin Capital Management, LLC | 1,990 | $296.0K | 0.05% | −13,171−86.9% | Reduced |
| Evermay Wealth Management LLC | 1,990 | $296.0K | 0.05% | −30−1.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 1,990 | $296.0K | 0.20% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,986 | $296.0K | 0.08% | 00.0% | Unchanged |
| Element Wealth, LLC | 1,990 | $296.0K | 0.24% | +72+3.8% | Added |
| M. Kraus & Co | 1,989 | $296.0K | 0.10% | +370+22.9% | Added |
| Carolinas Wealth Consulting LLC | 1,995 | $297.0K | 0.07% | −190−8.7% | Reduced |
| Darwin Advisors, LLC | 2,001 | $298.0K | 0.05% | −5,566−73.6% | Reduced |
| Ellevest, Inc. | 2,002 | $298.0K | 0.03% | −94−4.5% | Reduced |
| Concentric Wealth Management, LLC | 2,000 | $298.0K | 0.09% | 00.0% | Unchanged |