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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 2,000 | $298.0K | 0.14% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $298.0K | 0.25% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,010 | $299.0K | 0.36% | 00.0% | Unchanged |
| Colrain Capital LLC | 2,000 | $299.0K | 0.42% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,008 | $299.0K | 0.24% | +2,008 | New |
| Clark Financial Advisors | 2,021 | $301.0K | 0.28% | −172−7.8% | Reduced |
| Financial Network Wealth Management LLC | 2,024 | $301.0K | 0.16% | −46−2.2% | Reduced |
| Round Table Services, LLC | 2,022 | $301.0K | 0.05% | −25−1.2% | Reduced |
| ERn Financial, LLC | 2,018 | $301.0K | 0.07% | +121+6.4% | Added |
| MBA Advisors LLC | 2,030 | $302.0K | 0.19% | −529−20.7% | Reduced |
| Outlook Wealth Advisors, LLC | 2,026 | $302.0K | 0.10% | −6−0.3% | Reduced |
| DGS Capital Management, LLC | 2,026 | $302.0K | 0.19% | +55+2.8% | Added |
| Versant Capital Management, Inc | 2,028 | $302.0K | 0.10% | +177+9.6% | Added |
| RDA Financial Network | 2,033 | $303.0K | 0.13% | −191−8.6% | Reduced |
| Cabot Wealth Management Inc | 2,037 | $303.0K | 0.04% | −30−1.5% | Reduced |
| Armstrong Henry H Associates Inc | 2,037 | $303.0K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,100 | $304.0K | 0.33% | 00.0% | Unchanged |
| TL Private Wealth | 1,937 | $304.0K | 0.16% | +3+0.2% | Added |
| Schwartz Investment Counsel Inc | 2,050 | $305.0K | 0.01% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,053 | $306.0K | 0.13% | +3+0.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,059 | $307.0K | 0.03% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,055 | $307.0K | 0.28% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,059 | $307.0K | 0.03% | +141+7.4% | Added |
| Northwest Wealth Management, LLC | 2,072 | $309.0K | 0.15% | −354−14.6% | Reduced |
| Barrett Asset Management, LLC | 2,076 | $309.0K | 0.01% | −75−3.5% | Reduced |
| Avalon Investment & Advisory | 2,078 | $309.0K | 0.01% | +371+21.7% | Added |
| Thompson Davis & Co., Inc. | 2,085 | $310.0K | 0.38% | −362−14.8% | Reduced |
| Legacy Advisors, LLC | 2,084 | $310.0K | 0.06% | +2,084 | New |
| New Millennium Group LLC | 2,087 | $311.0K | 0.22% | −101−4.6% | Reduced |
| Claris Advisors, LLC | 2,090 | $311.0K | 0.33% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,085 | $311.0K | 0.28% | +2,085 | New |
| Chilton Investment Co LLC | 2,100 | $313.0K | 0.01% | −621−22.8% | Reduced |
| M&R Capital Management Inc | 2,102 | $313.0K | 0.07% | 00.0% | Unchanged |
| Biechele Royce Advisors | 2,113 | $314.0K | 0.13% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,112 | $314.0K | 0.10% | +6+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,115 | $315.0K | 0.02% | +2+0.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,124 | $317.0K | 0.02% | −90−4.1% | Reduced |
| Advance Capital Management, Inc. | 2,127 | $317.0K | 0.04% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 2,132 | $317.0K | 0.19% | +121+6.0% | Added |
| SRS Capital Advisors, Inc. | 2,137 | $318.0K | 0.04% | −24−1.1% | Reduced |
| David J Yvars Group | 2,137 | $318.0K | 0.22% | +2+0.1% | Added |
| Norway Savings Bank | 2,141 | $319.0K | 0.14% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,142 | $319.0K | 0.16% | +449+26.5% | Added |
| Heritage Wealth Management, LLC | 2,152 | $320.0K | 0.09% | +2,152 | New |
| Levin Capital Strategies, L.P. | 2,157 | $321.0K | 0.03% | −2,500−53.7% | Reduced |
| D. Scott Neal, Inc. | 2,157 | $321.0K | 0.13% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 2,164 | $322.0K | 0.16% | −30−1.4% | Reduced |
| Relative Value Partners Group, LLC | 2,160 | $322.0K | 0.02% | +10+0.5% | Added |
| Flaharty Asset Management, LLC | 2,163 | $322.0K | 0.06% | +109+5.3% | Added |
| Retirement Guys Formula LLC | 2,168 | $323.0K | 0.22% | −1,085−33.4% | Reduced |
| Signet Financial Management, LLC | 2,167 | $323.0K | 0.05% | −31−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 2,173 | $323.0K | 0.15% | +3+0.1% | Added |
| American Institute for Advanced Investment Management, LLP | 2,170 | $323.0K | 0.23% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,170 | $323.0K | 0.05% | +113+5.5% | Added |
| Jump Financial, LLC | 2,168 | $323.0K | 0.01% | +2,168 | New |
| Pettinga Financial Advisors, LLC | 2,173 | $324.0K | 0.08% | +36+1.7% | Added |
| Weaver Consulting Group | 2,180 | $325.0K | 0.16% | −300−12.1% | Reduced |
| One + One Wealth Management, LLC | 2,185 | $325.0K | 0.22% | −137−5.9% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,186 | $326.0K | 0.21% | −548−20.0% | Reduced |
| Cypress Asset Management Inc | 2,188 | $326.0K | 0.10% | −100−4.4% | Reduced |
| Paulson Wealth Management Inc. | 2,186 | $326.0K | 0.15% | −34−1.5% | Reduced |
| Objective Capital Management, LLC | 2,190 | $326.0K | 0.25% | +175+8.7% | Added |
| Westbourne Investment Advisors, Inc. | 2,197 | $327.0K | 0.14% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,198 | $327.0K | 0.05% | +2,198 | New |
| Blodgett Wealth Advisors, LLC | 2,204 | $328.0K | 0.27% | −1,000−31.2% | Reduced |
| EPG Wealth Management LLC | 2,202 | $328.0K | 0.11% | −26−1.2% | Reduced |
| Old Mission Capital LLC | 2,202 | $328.0K | 0.01% | +2,202 | New |
| Gemmer Asset Management LLC | 2,210 | $329.0K | 0.04% | −83−3.6% | Reduced |
| Briggs Advisory Group, Inc. | 2,208 | $329.0K | 0.22% | 00.0% | Unchanged |
| Commons Capital, LLC | 2,217 | $330.0K | 0.36% | −328−12.9% | Reduced |
| Maxele Advisors, LLC | 2,220 | $330.6K | 0.41% | −65−2.8% | Reduced |
| Benchmark Investment Advisors LLC | 2,225 | $331.0K | 0.25% | −383−14.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,224 | $331.0K | 0.09% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,000 | $331.0K | 0.24% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,223 | $331.0K | 0.15% | +8+0.4% | Added |
| German American Bancorp, Inc. | 2,229 | $332.0K | 0.05% | +36+1.6% | Added |
| Pinnacle Family Advisors, LLC | 2,229 | $332.0K | 0.18% | +82+3.8% | Added |
| Relyea Zuckerberg Hanson LLC | 2,120 | $333.0K | 0.11% | −10−0.5% | Reduced |
| Insight Folios Inc | 2,231 | $333.0K | 0.15% | +284+14.6% | Added |
| Villere St Denis J & Co LLC | 2,247 | $334.0K | 0.02% | +2,247 | New |
| Van Cleef Asset Management,Inc | 2,250 | $335.0K | 0.05% | −350−13.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,246 | $335.0K | 0.27% | −46−2.0% | Reduced |
| LVZ Advisors, Inc. | 2,251 | $335.0K | 0.05% | −22−1.0% | Reduced |
| Guyasuta Investment Advisors Inc | 2,251 | $335.0K | 0.02% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,247 | $335.0K | 0.13% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,251 | $335.2K | 0.12% | +288+14.7% | Added |
| Minot Wealth Management LLC | 2,256 | $336.0K | 0.07% | +26+1.2% | Added |
| Amplius Wealth Advisors, LLC | 2,260 | $336.0K | 0.05% | +460+25.6% | Added |
| NCM Capital Management, LLC | 2,259 | $336.0K | 0.21% | +557+32.7% | Added |
| Front Barnett Associates LLC | 2,271 | $338.0K | 0.03% | −253−10.0% | Reduced |
| DMG Group, LLC | 2,157 | $338.0K | 0.38% | +198+10.1% | Added |
| Geller Advisors LLC | 2,262 | $338.0K | 0.06% | +724+47.1% | Added |
| Aurora Private Wealth, Inc. | 2,276 | $339.0K | 0.14% | −146−6.0% | Reduced |
| Paragon Capital Management LLC | 2,279 | $339.0K | 0.17% | −129−5.4% | Reduced |
| Beaumont Financial Partners, LLC | 2,288 | $341.0K | 0.03% | −1,555−40.5% | Reduced |
| Shikiar Asset Management Inc | 2,290 | $341.0K | 0.10% | −430−15.8% | Reduced |
| Global Financial Private Client, LLC | 2,258 | $341.1K | 0.16% | −4,310−65.6% | Reduced |
| Kolinsky Wealth Management, LLC | 2,298 | $342.0K | 0.34% | −183−7.4% | Reduced |
| River Wealth Advisors LLC | 2,298 | $342.0K | 0.05% | −62−2.6% | Reduced |
| McAdam, LLC | 2,302 | $343.0K | 0.03% | −63−2.7% | Reduced |