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 |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 2,310 | $344.0K | 0.14% | +5+0.2% | Added |
| Bank of Nova Scotia Trust Co | 2,309 | $344.0K | 0.03% | +809+53.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,318 | $345.0K | 0.03% | −647−21.8% | Reduced |
| Osborne Partners Capital Management, LLC | 2,320 | $345.0K | 0.03% | −73−3.1% | Reduced |
| Angeles Investment Advisors, LLC | 2,315 | $346.0K | 0.02% | −1,150−33.2% | Reduced |
| Charter Oak Capital Management, LLC | 2,325 | $346.0K | 0.04% | +134+6.1% | Added |
| GeoWealth Management, LLC | 2,332 | $347.0K | 0.03% | −829−26.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,327 | $347.0K | 0.16% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,343 | $348.0K | 0.10% | −1,195−33.8% | Reduced |
| Ssi Investment Management LLC | 2,340 | $348.0K | 0.02% | −41−1.7% | Reduced |
| Bell Bank | 2,339 | $348.0K | 0.04% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,343 | $349.0K | 0.15% | −422−15.3% | Reduced |
| Sierra Capital LLC | 2,342 | $349.0K | 0.06% | −11−0.5% | Reduced |
| Strategic Wealth Designers | 2,344 | $349.0K | 0.08% | +235+11.1% | Added |
| JJJ Advisors Inc. | 2,344 | $349.0K | 0.10% | +922+64.8% | Added |
| Cedrus LLC | 2,346 | $349.4K | 0.32% | +265+12.7% | Added |
| Hobart Private Capital, LLC | 2,348 | $349.7K | 0.13% | −228−8.9% | Reduced |
| Exchange Capital Management, Inc. | 2,353 | $350.0K | 0.07% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,352 | $350.0K | 0.12% | +183+8.4% | Added |
| Blueprint Investment Partners LLC | 2,355 | $351.0K | 0.09% | −281−10.7% | Reduced |
| Aire Advisors, LLC | 2,357 | $351.0K | 0.13% | +350+17.4% | Added |
| Stordahl Capital Management, Inc. | 2,367 | $352.0K | 0.13% | +2,367 | New |
| First Business Financial Services, Inc. | 2,373 | $353.0K | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,370 | $353.0K | 0.26% | +525+28.5% | Added |
| Summit Trail Advisors, LLC | 2,365 | $353.0K | 0.03% | +2,365 | New |
| Pitti Group Wealth Management, LLC | 2,387 | $355.0K | 0.41% | +153+6.8% | Added |
| Cannon Financial Strategists, Inc. | 2,390 | $355.9K | 0.13% | +87+3.8% | Added |
| Sittner & Nelson, LLC | 2,391 | $356.0K | 0.21% | −136−5.4% | Reduced |
| Coastline Trust Co | 2,387 | $356.0K | 0.04% | −125−5.0% | Reduced |
| Capital Square, LLC | 2,397 | $356.0K | 0.25% | +35+1.5% | Added |
| Fernwood Investment Management, LLC | 2,394 | $356.0K | 0.12% | +76+3.3% | Added |
| BCS Wealth Management | 2,395 | $357.0K | 0.15% | +437+22.3% | Added |
| Oak Grove Capital LLC | 2,404 | $358.0K | 0.08% | −1,500−38.4% | Reduced |
| Stewart & Patten Co LLC | 2,417 | $360.0K | 0.06% | +41+1.7% | Added |
| Financial Advisors Network, Inc. | 2,418 | $360.0K | 0.09% | +46+1.9% | Added |
| Integrity Advisory, LLC | 2,417 | $360.0K | 0.35% | +2,417 | New |
| Tufton Capital Management | 2,426 | $361.0K | 0.06% | −15−0.6% | Reduced |
| Center for Financial Planning, Inc. | 2,439 | $363.0K | 0.07% | +98+4.2% | Added |
| Ballast Advisors LLC | 2,442 | $364.0K | 0.14% | −200−7.6% | Reduced |
| Demars Financial Group, LLC | 2,444 | $364.0K | 0.18% | +4+0.2% | Added |
| Hamilton Capital, LLC | 2,441 | $364.0K | 0.02% | +196+8.7% | Added |
| Founders Capital Management, LLC | 2,455 | $366.0K | 0.08% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,459 | $366.0K | 0.03% | +2,459 | New |
| Beacon Financial Advisory LLC | 2,466 | $367.0K | 0.18% | −74−2.9% | Reduced |
| Brown Miller Wealth Management, LLC | 2,467 | $367.0K | 0.21% | +4+0.2% | Added |
| Ethic Inc. | 2,472 | $368.0K | 0.03% | +557+29.1% | Added |
| Oakwell Private Wealth Management, LLC | 2,477 | $369.0K | 0.19% | +319+14.8% | Added |
| Fiera Capital Corp | 2,488 | $370.0K | 0.00% | −330−11.7% | Reduced |
| Wayfinding Financial, LLC | 2,480 | $370.0K | 0.31% | +395+18.9% | Added |
| Cross Staff Investments Inc | 2,493 | $371.0K | 0.34% | +10.0% | Added |
| Stonebridge Capital Management Inc | 2,500 | $372.0K | 0.13% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,500 | $372.0K | 0.10% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 2,500 | $372.0K | 0.59% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 2,494 | $372.0K | 0.22% | +394+18.8% | Added |
| S&CO Inc | 2,500 | $372.0K | 0.03% | +500+25.0% | Added |
| Vishria Bird Financial Group, LLC | 2,516 | $375.0K | 0.21% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,517 | $375.0K | 0.06% | +5+0.2% | Added |
| McLean Asset Management Corp | 2,523 | $376.0K | 0.28% | +73+3.0% | Added |
| Rock Creek Group, LP | 2,528 | $376.0K | 0.05% | +863+51.8% | Added |
| Firethorn Wealth Partners, LLC | 2,535 | $377.0K | 0.29% | −208−7.6% | Reduced |
| Pallas Capital Advisors LLC | 2,411 | $379.0K | 0.05% | −2,609−52.0% | Reduced |
| Alpha Omega Wealth Management LLC | 2,547 | $379.0K | 0.06% | −56−2.2% | Reduced |
| Rise Advisors, LLC | 2,546 | $379.0K | 0.34% | +52+2.1% | Added |
| Rather & Kittrell, Inc. | 2,569 | $382.0K | 0.37% | −31−1.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,575 | $383.0K | 0.88% | −28−1.1% | Reduced |
| Washington Trust Bank | 2,570 | $383.0K | 0.04% | +42+1.7% | Added |
| Stephens Consulting, LLC | 2,576 | $383.6K | 0.32% | +108+4.4% | Added |
| Apeiron RIA LLC | 2,452 | $384.0K | 0.18% | −55−2.2% | Reduced |
| Indie Asset Partners, LLC | 2,592 | $386.0K | 0.29% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,596 | $387.0K | 0.18% | −266−9.3% | Reduced |
| Taylor Hoffman Wealth Management | 2,598 | $387.0K | 0.16% | −119−4.4% | Reduced |
| Accredited Investors Inc. | 2,602 | $387.0K | 0.03% | +326+14.3% | Added |
| Redhawk Wealth Advisors, Inc. | 2,610 | $389.0K | 0.10% | +4+0.2% | Added |
| Sicart Associates LLC | 2,600 | $389.0K | 0.10% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 2,625 | $391.0K | 0.17% | +47+1.8% | Added |
| Ci Investments Inc. | 2,623 | $391.0K | 0.00% | −115−4.2% | Reduced |
| Formidable Asset Management, LLC | 2,625 | $391.0K | 0.07% | −20−0.8% | Reduced |
| Wedge Capital Management L L P | 2,630 | $392.0K | 0.01% | −38,387−93.6% | Reduced |
| Karpas Strategies, LLC | 2,632 | $392.0K | 0.12% | +118+4.7% | Added |
| Renasant Bank | 2,639 | $393.0K | 0.26% | −234−8.1% | Reduced |
| US Asset Management LLC | 2,638 | $393.0K | 0.36% | +35+1.3% | Added |
| Acorn Financial Advisory Services Inc | 2,641 | $394.0K | 0.08% | −141−5.1% | Reduced |
| Mayflower Financial Advisors, LLC | 2,646 | $394.0K | 0.05% | +65+2.5% | Added |
| Truepoint, Inc. | 2,650 | $395.0K | 0.02% | −593−18.3% | Reduced |
| Cladis Investment Advisory, LLC | 2,657 | $395.7K | 0.32% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,661 | $396.0K | 0.32% | −414−13.5% | Reduced |
| Cobblestone Capital Advisors LLC | 2,665 | $397.0K | 0.03% | 00.0% | Unchanged |
| Carson Advisory Inc. | 2,667 | $397.0K | 0.39% | +126+5.0% | Added |
| Alphasimplex Group, LLC | 2,667 | $397.0K | 1.46% | +2,667 | New |
| Clarkston Capital Partners, LLC | 2,673 | $398.0K | 0.01% | +250+10.3% | Added |
| Truvestments Capital LLC | 2,676 | $399.0K | 0.22% | +6+0.2% | Added |
| Independent Family Office, LLC | 2,680 | $399.0K | 0.13% | +2,680 | New |
| CCG Wealth Management, LLC | 2,688 | $400.0K | 0.20% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,688 | $400.0K | 0.27% | −29−1.1% | Reduced |
| Winch Advisory Services, LLC | 2,688 | $400.0K | 0.14% | +108+4.2% | Added |
| Five Oceans Advisors | 2,694 | $401.0K | 0.36% | +43+1.6% | Added |
| ELCO Management Co., LLC | 2,698 | $402.0K | 0.27% | −230−7.9% | Reduced |
| Austin Asset Management Co Inc | 2,703 | $403.0K | 0.13% | −146−5.1% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,714 | $404.0K | 0.15% | −2,683−49.7% | Reduced |
| Legacy Wealth Planning, LLC | 2,710 | $404.0K | 0.48% | −125−4.4% | Reduced |