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 |
|---|---|---|---|---|---|
| Cutter & CO Brokerage, Inc. | 2,716 | $404.0K | 0.12% | −68−2.4% | Reduced |
| North Star Asset Management Inc | 2,715 | $404.0K | 0.02% | −29−1.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,717 | $405.0K | 0.02% | +471+21.0% | Added |
| Bulltick Wealth Management, LLC | 2,725 | $406.7K | 0.09% | +625+29.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 2,730 | $407.0K | 0.08% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 2,745 | $409.0K | 0.24% | −278−9.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,747 | $409.0K | 0.10% | −83−2.9% | Reduced |
| Addison Advisors LLC | 2,752 | $410.0K | 0.22% | +563+25.7% | Added |
| Sterling Manor Financial, LLC | 2,759 | $411.0K | 0.33% | −90−3.2% | Reduced |
| United Bank | 2,763 | $411.0K | 0.22% | −64−2.3% | Reduced |
| Corsicana & Co. | 2,757 | $411.0K | 0.27% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,774 | $413.0K | 0.01% | −379−12.0% | Reduced |
| ASB Consultores, LLC | 2,778 | $414.0K | 0.17% | −3−0.1% | Reduced |
| Machina Capital S.A.S. | 2,782 | $414.0K | 0.91% | +2,782 | New |
| Fiducient Advisors LLC | 2,790 | $415.0K | 0.16% | +19+0.7% | Added |
| Willner & Heller, LLC | 2,870 | $415.0K | 0.51% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,791 | $416.0K | 0.05% | −178−6.0% | Reduced |
| BLB&B Advisors, LLC | 2,793 | $416.0K | 0.03% | +26+0.9% | Added |
| Safeguard Investment Advisory Group, LLC | 2,801 | $417.0K | 0.28% | +150+5.7% | Added |
| Toews Corp | 2,800 | $417.0K | 0.07% | +2,800 | New |
| Lantz Financial LLC | 2,810 | $418.0K | 0.17% | −125−4.3% | Reduced |
| Winfield Associates, Inc. | 2,805 | $418.0K | 0.15% | −17−0.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,806 | $418.0K | 0.04% | +47+1.7% | Added |
| Iowa State Bank | 2,805 | $418.0K | 0.10% | +250+9.8% | Added |
| Green Square Capital Advisors LLC | 2,814 | $419.0K | 0.07% | −904−24.3% | Reduced |
| Creative Financial Designs Inc | 2,811 | $419.0K | 0.06% | −427−13.2% | Reduced |
| Private Asset Management Inc | 2,816 | $419.0K | 0.06% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,813 | $419.0K | 0.29% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 2,821 | $420.0K | 0.34% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 2,820 | $420.0K | 0.27% | +5+0.2% | Added |
| Chelsea Counsel Co | 2,826 | $421.0K | 0.19% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,831 | $422.0K | 0.26% | −27−0.9% | Reduced |
| Widmann Financial Services, Inc. | 2,839 | $422.0K | 0.37% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,831 | $422.0K | 0.28% | +69+2.5% | Added |
| Summit Financial, LLC | 2,824 | $422.1K | 0.03% | −41−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,845 | $424.0K | 0.11% | +232+8.9% | Added |
| Stokes Capital Advisors, LLC | 2,857 | $425.0K | 0.12% | −857−23.1% | Reduced |
| First City Capital Management, Inc. | 2,862 | $426.0K | 0.23% | −70−2.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,865 | $427.0K | 0.08% | −340−10.6% | Reduced |
| LBMC Investment Advisors, LLC | 2,867 | $427.0K | 0.04% | −120−4.0% | Reduced |
| Charter Research & Investment Group, Inc. | 2,865 | $427.0K | 0.35% | −89−3.0% | Reduced |
| First Citizens Financial Corp | 2,869 | $427.0K | 0.32% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,864 | $427.0K | 0.15% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,871 | $428.0K | 0.06% | −314−9.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,880 | $429.0K | 0.27% | −100−3.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,889 | $430.0K | 0.13% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,892 | $431.0K | 0.10% | −67−2.3% | Reduced |
| S.E.E.D. Planning Group LLC | 2,903 | $432.0K | 0.18% | +144+5.2% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 2,911 | $434.0K | 0.13% | −500−14.7% | Reduced |
| WealthTrust Axiom LLC | 2,920 | $434.0K | 0.14% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,917 | $434.0K | 0.11% | +2,917 | New |
| Mma Asset Management LLC | 2,913 | $435.0K | 0.34% | −761−20.7% | Reduced |
| MPS Loria Financial Planners, LLC | 2,922 | $435.0K | 0.18% | −109−3.6% | Reduced |
| Patron Partners Advisors, LLC | 2,925 | $435.0K | 0.30% | −35−1.2% | Reduced |
| Canton Hathaway, LLC | 2,922 | $435.0K | 0.12% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,920 | $435.0K | 0.08% | +26+0.9% | Added |
| TRUE Private Wealth Advisors | 2,825 | $436.0K | 0.06% | −62−2.1% | Reduced |
| Rice Hall James & Associates, LLC | 2,941 | $438.0K | 0.02% | −125−4.1% | Reduced |
| Magnus Financial Group LLC | 2,938 | $438.0K | 0.07% | +901+44.2% | Added |
| Grace & White Inc | 2,950 | $439.0K | 0.08% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 2,946 | $439.0K | 0.43% | +10.0% | Added |
| Zhang Financial LLC | 2,948 | $439.0K | 0.07% | +148+5.3% | Added |
| Sofos Investments, Inc. | 2,888 | $440.0K | 0.04% | −2,640−47.8% | Reduced |
| Grandfield & Dodd, LLC | 2,940 | $440.0K | 0.03% | −240−7.5% | Reduced |
| Howland Capital Management LLC | 2,977 | $443.0K | 0.02% | −59−1.9% | Reduced |
| ACG Wealth | 2,978 | $444.0K | 0.08% | −2,234−42.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,992 | $446.0K | 0.24% | −216−6.7% | Reduced |
| Walker Financial Services, Inc. | 3,000 | $446.8K | 0.41% | +3,000 | New |
| Montgomery Investment Management Inc | 3,004 | $447.0K | 0.15% | 00.0% | Unchanged |
| James Hambro & Partners | 3,000 | $447.0K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,002 | $447.0K | 0.30% | +15+0.5% | Added |
| First Affirmative Financial Network | 3,008 | $448.0K | 0.43% | −146−4.6% | Reduced |
| First National Bank Sioux Falls | 3,006 | $448.0K | 0.47% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,013 | $449.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 3,021 | $450.0K | 0.06% | −1,325−30.5% | Reduced |
| Bath Savings Trust Co | 3,029 | $451.0K | 0.05% | −35−1.1% | Reduced |
| Game Plan Financial Advisors, LLC | 3,040 | $453.0K | 0.27% | +3,040 | New |
| Clay Northam Wealth Management, LLC | 3,061 | $456.0K | 0.46% | −30−1.0% | Reduced |
| First Bank & Trust | 3,071 | $457.0K | 0.14% | −39−1.3% | Reduced |
| New Jersey Better Educational Savings Trust | 3,071 | $457.0K | 1.11% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 3,068 | $457.0K | 0.08% | +164+5.6% | Added |
| Gryphon Financial Partners LLC | 3,076 | $458.0K | 0.09% | −1,975−39.1% | Reduced |
| United Bank | 3,074 | $458.0K | 0.06% | −300−8.9% | Reduced |
| Vigilant Capital Management, LLC | 3,076 | $458.0K | 0.03% | −85−2.7% | Reduced |
| Shayne & Co., LLC | 3,074 | $458.0K | 0.23% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,088 | $459.0K | 0.25% | −75−2.4% | Reduced |
| Wrapmanager Inc | 3,084 | $459.0K | 0.12% | +122+4.1% | Added |
| Ullmann Financial Group, Inc. | 3,083 | $459.0K | 0.12% | +800+35.0% | Added |
| Paloma Partners Management Co | 3,092 | $460.0K | 0.03% | −57,953−94.9% | Reduced |
| One Charles Private Wealth Services, LLC | 3,086 | $460.0K | 0.29% | +66+2.2% | Added |
| Cable Hill Partners, LLC | 3,094 | $461.0K | 0.30% | −645−17.3% | Reduced |
| BSW Wealth Partners | 3,103 | $462.0K | 0.12% | −34−1.1% | Reduced |
| JNBA Financial Advisors | 3,105 | $462.0K | 0.06% | +99+3.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,108 | $463.0K | 0.12% | −375−10.8% | Reduced |
| HBK Investments L P | 3,113 | $464.0K | 0.01% | −16,117−83.8% | Reduced |
| PDS Planning, Inc | 3,125 | $465.0K | 0.08% | −106−3.3% | Reduced |
| Well Done, LLC | 3,122 | $465.0K | 0.09% | +57+1.9% | Added |
| Basepoint Wealth LLC | 3,126 | $465.5K | 0.43% | +9+0.3% | Added |
| Norris Perne & French LLP | 3,135 | $467.0K | 0.04% | +3,135 | New |
| Gitterman Wealth Management, LLC | 3,138 | $468.0K | 0.38% | +3,138 | New |