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 |
|---|---|---|---|---|---|
| McRae Capital Management Inc | 3,150 | $469.0K | 0.11% | 00.0% | Unchanged |
| Fusion Capital, LLC | 3,150 | $469.0K | 0.25% | +58+1.9% | Added |
| Sterling Investment Advisors LLC | 3,166 | $472.0K | 0.28% | +10.0% | Added |
| Trinity Financial Advisors LLC | 3,176 | $473.0K | 0.30% | −18−0.6% | Reduced |
| Burt Wealth Advisors | 3,179 | $473.0K | 0.14% | +130+4.3% | Added |
| Sound Income Strategies, LLC | 3,188 | $475.0K | 0.05% | +161+5.3% | Added |
| Rosenberg Matthew Hamilton | 3,188 | $475.0K | 0.17% | +296+10.2% | Added |
| Shufro Rose & Co LLC | 3,195 | $476.0K | 0.04% | −442−12.2% | Reduced |
| TCWP LLC | 3,214 | $478.0K | 0.09% | −700−17.9% | Reduced |
| Empirical Asset Management, LLC | 3,211 | $478.0K | 0.45% | +3,211 | New |
| Ninepoint Partners LP | 3,222 | $480.0K | 0.12% | −236−6.8% | Reduced |
| Endurance Wealth Management, Inc. | 3,219 | $480.0K | 0.06% | −125−3.7% | Reduced |
| Hall Laurie J Trustee | 3,230 | $481.0K | 0.18% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 3,230 | $481.0K | 0.22% | +3,230 | New |
| Prudent Man Advisors, LLC | 3,236 | $482.0K | 0.20% | −130−3.9% | Reduced |
| Titus Wealth Management | 3,238 | $482.0K | 0.22% | +19+0.6% | Added |
| Watchman Group, Inc. | 3,238 | $482.0K | 0.29% | +378+13.2% | Added |
| Verity & Verity, LLC | 3,244 | $483.0K | 0.07% | +15+0.5% | Added |
| BancFirst Trust & Investment Management | 3,242 | $483.0K | 0.31% | +992+44.1% | Added |
| Planning Directions Inc | 3,251 | $484.0K | 0.34% | +1,031+46.4% | Added |
| KWB Wealth | 3,356 | $486.0K | 0.08% | 00.0% | Unchanged |
| Private Wealth Advisors | 3,276 | $488.0K | 0.16% | −6−0.2% | Reduced |
| Capital Counsel LLC | 3,275 | $488.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Securities LLC | 3,288 | $490.0K | 0.14% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,300 | $491.0K | 0.13% | −94−2.8% | Reduced |
| Samalin Investment Counsel, LLC | 3,296 | $491.0K | 0.30% | −43−1.3% | Reduced |
| CNB Bank | 3,299 | $491.0K | 0.28% | +45+1.4% | Added |
| Kingsbury Capital Investment Advisors LLC | 3,297 | $491.0K | 0.54% | +3,297 | New |
| Ellenbecker Investment Group | 3,308 | $492.0K | 0.14% | +10+0.3% | Added |
| Investors Asset Management of Georgia Inc | 3,314 | $494.0K | 0.25% | −200−5.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,321 | $494.0K | 0.06% | −139−4.0% | Reduced |
| Private Capital Group, LLC | 3,307 | $494.0K | 0.11% | −30−0.9% | Reduced |
| TFC Financial Management | 3,320 | $494.0K | 0.14% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3,655 | $496.0K | 0.09% | −41−1.1% | Reduced |
| Ironwood Financial, llc | 3,331 | $496.0K | 0.14% | −20−0.6% | Reduced |
| Corundum Group, Inc. | 3,329 | $496.0K | 0.46% | +178+5.6% | Added |
| Humankind Investments LLC | 3,339 | $497.0K | 0.20% | +215+6.9% | Added |
| D'Orazio & Associates, Inc. | 3,365 | $501.0K | 0.12% | +310+10.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 3,374 | $502.0K | 0.10% | −50−1.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,370 | $502.0K | 0.28% | +360+12.0% | Added |
| CTC Capital Management, LLC | 3,400 | $506.0K | 1.36% | +3,400 | New |
| Univest Financial Corp | 3,404 | $507.0K | 0.14% | −176−4.9% | Reduced |
| Aua Capital Management, LLC | 3,406 | $507.0K | 0.27% | +400+13.3% | Added |
| NSI Retail Advisors, LLC | 3,413 | $508.0K | 0.08% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 3,427 | $510.0K | 0.21% | +1,006+41.6% | Added |
| BTR Capital Management Inc | 3,430 | $511.0K | 0.06% | 00.0% | Unchanged |
| American Trust | 3,436 | $512.0K | 0.03% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,446 | $513.1K | 0.29% | +35+1.0% | Added |
| Heron Bay Capital Management | 3,449 | $514.0K | 0.25% | −10.0% | Reduced |
| Kathmere Capital Management, LLC | 3,453 | $514.0K | 0.09% | +3,453 | New |
| Peterson Wealth Services | 3,459 | $515.0K | 0.32% | +845+32.3% | Added |
| Lenox Wealth Advisors, LLC | 3,284 | $517.0K | 0.06% | −295−8.2% | Reduced |
| Barber Financial Group, Inc. | 3,477 | $518.0K | 0.07% | −63−1.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,480 | $518.0K | 0.00% | 00.0% | Unchanged |
| Sabal Trust CO | 3,488 | $519.0K | 0.04% | +190+5.8% | Added |
| Kercheville Advisors, LLC | 3,492 | $520.0K | 0.25% | +1,001+40.2% | Added |
| Grimes & Company, Inc. | 3,501 | $521.0K | 0.03% | −177−4.8% | Reduced |
| O'Rourke & Company, Inc | 3,504 | $522.0K | 0.36% | +216+6.6% | Added |
| Middleton & Co Inc | 3,503 | $522.0K | 0.06% | +850+32.0% | Added |
| Garrison Asset Management, LLC | 3,511 | $523.0K | 0.30% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,509 | $523.0K | 0.05% | +10.0% | Added |
| Forte Capital LLC | 3,619 | $524.0K | 0.07% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,518 | $524.0K | 0.11% | +3,518 | New |
| Transform Wealth, LLC | 3,528 | $525.0K | 0.06% | −47,302−93.1% | Reduced |
| Derbend Asset Management | 3,626 | $525.0K | 0.51% | 00.0% | Unchanged |
| Resource Planning Group | 3,532 | $526.0K | 0.38% | +10.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,536 | $527.0K | 0.57% | −430−10.8% | Reduced |
| Pluribus Labs, LLC | 3,536 | $527.0K | 2.09% | −255−6.7% | Reduced |
| Hallmark Capital Management Inc | 3,533 | $527.0K | 0.04% | −182−4.9% | Reduced |
| Matisse Capital | 3,539 | $527.0K | 0.48% | +150+4.4% | Added |
| Signature Wealth Management Group | 3,548 | $528.0K | 0.24% | +7+0.2% | Added |
| Advisory Resource Group | 3,544 | $528.0K | 0.16% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,558 | $529.0K | 0.01% | −196,012−98.2% | Reduced |
| Prelude Capital Management, LLC | 3,565 | $531.0K | 0.02% | −12,577−77.9% | Reduced |
| Westshore Wealth, LLC | 3,566 | $531.0K | 0.36% | +167+4.9% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,565 | $531.0K | 0.15% | +964+37.1% | Added |
| Teamwork Financial Advisors, LLC | 3,570 | $532.0K | 0.10% | −1,021−22.2% | Reduced |
| Peterson Wealth Advisors, LLC | 3,580 | $533.0K | 0.16% | −224−5.9% | Reduced |
| Spinnaker Investment Group, LLC | 3,614 | $533.0K | 0.17% | +44+1.2% | Added |
| Mizuho Securities USA LLC | 3,584 | $534.0K | 0.08% | −8,778−71.0% | Reduced |
| Highland Private Wealth Management | 3,592 | $535.0K | 0.07% | +167+4.9% | Added |
| Mayfair Advisory Group, LLC | 3,543 | $535.0K | 0.69% | +129+3.8% | Added |
| SBK Financial, Inc. | 3,600 | $536.0K | 0.53% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,439 | $537.0K | 0.27% | −1,616−32.0% | Reduced |
| Bowling Portfolio Management LLC | 3,606 | $537.0K | 0.12% | +15+0.4% | Added |
| Corrigan Financial, Inc. | 3,611 | $537.8K | 0.17% | +10.0% | Added |
| Commerzbank Aktiengesellschaft | 3,610 | $538.0K | 0.03% | +1,800+99.4% | Added |
| Titleist Asset Management, Ltd. | 3,639 | $542.0K | 0.11% | −290−7.4% | Reduced |
| KFA Private Wealth Group, LLC | 3,646 | $543.0K | 0.27% | +216+6.3% | Added |
| Cary Street Partner Investment Advisory LLC | 3,653 | $544.0K | 0.15% | +604+19.8% | Added |
| Eagle Ridge Investment Management | 3,663 | $545.0K | 0.06% | −300−7.6% | Reduced |
| Royal Harbor Partners, LLC | 3,668 | $546.0K | 0.35% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,666 | $546.0K | 0.03% | +3,666 | New |
| Orrstown Financial Services Inc | 3,672 | $547.0K | 1.02% | −625−14.5% | Reduced |
| UMA Financial Services, Inc. | 3,538 | $547.0K | 0.15% | +81+2.3% | Added |
| SC&H Financial Advisors, Inc. | 3,686 | $549.0K | 0.26% | −30−0.8% | Reduced |
| Childress Capital Advisors, LLC | 3,711 | $553.0K | 0.19% | +851+29.8% | Added |
| Sara-Bay Financial | 3,717 | $554.0K | 0.22% | −577−13.4% | Reduced |
| ZWJ Investment Counsel Inc | 3,719 | $554.0K | 0.03% | −400−9.7% | Reduced |
| Echo45 Advisors LLC | 3,732 | $556.0K | 0.44% | −541−12.7% | Reduced |