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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 3,773 | $562.0K | 0.24% | 00.0% | Unchanged |
| Hudock, Inc. | 3,791 | $564.0K | 0.16% | −152−3.9% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 3,778 | $565.0K | 0.16% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3,793 | $565.0K | 0.06% | +106+2.9% | Added |
| Rafferty Asset Management, LLC | 3,804 | $566.0K | 0.00% | −3,040−44.4% | Reduced |
| Congress Asset Management Co | 3,799 | $566.0K | 0.00% | +620+19.5% | Added |
| Three Bridge Wealth Advisors, LLC | 3,789 | $566.0K | 0.16% | +3,789 | New |
| Oliver Lagore Vanvalin Investment Group | 3,830 | $567.0K | 0.38% | −38,800−91.0% | Reduced |
| Syverson Strege & Co | 3,809 | $567.0K | 0.62% | +92+2.5% | Added |
| Foundation Resource Management Inc | 3,819 | $569.0K | 0.09% | −71−1.8% | Reduced |
| First Financial Corp | 3,817 | $569.0K | 0.34% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,834 | $571.0K | 0.20% | −379−9.0% | Reduced |
| Central Bank & Trust Co | 3,880 | $578.0K | 0.09% | −119−3.0% | Reduced |
| NFP Retirement, Inc. | 3,882 | $578.1K | 0.14% | +3,882 | New |
| Primoris Wealth Advisors, LLC | 3,899 | $579.0K | 0.54% | −9,050−69.9% | Reduced |
| Jackson Wealth Management, LLC | 3,894 | $580.0K | 0.08% | −200−4.9% | Reduced |
| Arbor Investment Advisors, LLC | 3,894 | $580.0K | 0.11% | −56−1.4% | Reduced |
| Athena Investment Management | 3,910 | $580.0K | 0.45% | +3,910 | New |
| Wealth Enhancement Advisory Services, LLC | 3,843 | $581.0K | 0.01% | +3+0.1% | Added |
| Fort Sheridan Advisors LLC | 3,912 | $583.0K | 0.17% | −250−6.0% | Reduced |
| Trust Co | 3,913 | $583.0K | 0.11% | +261+7.1% | Added |
| TAP Consulting, LLC | 3,921 | $584.0K | 0.15% | +6+0.2% | Added |
| Tradition Wealth Management, LLC | 3,928 | $585.0K | 0.07% | −577−12.8% | Reduced |
| Solidarilty Wealth, LLC | 3,716 | $586.0K | 0.33% | +3,716 | New |
| Private Portfolio Partners LLC | 3,945 | $587.6K | 0.15% | +437+12.5% | Added |
| CPR Investments Inc. | 3,954 | $589.0K | 0.49% | −167−4.1% | Reduced |
| Vivaldi Capital Management, LLC | 3,988 | $590.0K | 0.15% | +219+5.8% | Added |
| Latitude Advisors, LLC | 3,970 | $591.0K | 0.13% | +1,335+50.7% | Added |
| Journey Strategic Wealth LLC | 3,976 | $592.0K | 0.06% | +140+3.6% | Added |
| Cardiff Park Advisors, LLC | 3,994 | $595.0K | 0.08% | +41+1.0% | Added |
| Private Wealth Strategies, L.L.C. | 4,002 | $596.0K | 0.15% | +4+0.1% | Added |
| Congress Wealth Management LLC | 4,054 | $603.0K | 0.01% | −468−10.3% | Reduced |
| Tevis Investment Management | 4,070 | $603.0K | 0.55% | −22−0.5% | Reduced |
| Jackson Square Capital, LLC | 4,049 | $603.0K | 0.19% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,054 | $604.0K | 0.19% | −477−10.5% | Reduced |
| Canal Capital Management, LLC | 4,065 | $605.0K | 0.16% | +100+2.5% | Added |
| Stone Point Wealth LLC | 4,011 | $605.0K | 0.34% | +4,011 | New |
| Consolidated Planning Corp | 4,069 | $606.0K | 0.42% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,079 | $607.0K | 0.13% | +1,054+34.8% | Added |
| Birch Hill Investment Advisors LLC | 4,099 | $610.0K | 0.03% | −1,525−27.1% | Reduced |
| Moseley Investment Management Inc | 4,104 | $611.0K | 0.33% | −93−2.2% | Reduced |
| Selective Wealth Management, Inc. | 4,100 | $611.0K | 0.22% | +2,438+146.7% | Added |
| McKinley Carter Wealth Services, Inc. | 4,109 | $612.0K | 0.05% | −865−17.4% | Reduced |
| Aspiriant, LLC | 4,100 | $612.0K | 0.03% | −363−8.1% | Reduced |
| Wulff, Hansen & Co. | 4,108 | $612.0K | 0.58% | +7+0.2% | Added |
| Hoylecohen, LLC | 4,126 | $614.0K | 0.05% | +6+0.1% | Added |
| Nikulski Financial, Inc. | 4,123 | $614.0K | 0.26% | +915+28.5% | Added |
| Edge Capital Group, LLC | 4,127 | $615.0K | 0.04% | −127−3.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,128 | $615.0K | 0.16% | +150+3.8% | Added |
| Trillium Asset Management, LLC | 4,136 | $616.0K | 0.02% | −189−4.4% | Reduced |
| Baker Avenue Asset Management, LP | 4,145 | $617.0K | 0.03% | +1,936+87.6% | Added |
| Ahrens Investment Partners LLC | 4,155 | $619.0K | 0.20% | −100−2.4% | Reduced |
| Affinity Wealth Management LLC | 3,933 | $620.0K | 0.13% | +23+0.6% | Added |
| Vicus Capital | 4,167 | $621.0K | 0.06% | −9−0.2% | Reduced |
| LexAurum Advisors, LLC | 4,179 | $622.0K | 0.20% | −1,776−29.8% | Reduced |
| Bremer Bank National Association | 4,184 | $624.0K | 0.10% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,189 | $624.0K | 0.35% | +135+3.3% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,200 | $625.0K | 0.24% | 00.0% | Unchanged |
| MEMBERS Trust Co | 4,219 | $628.0K | 0.02% | −368−8.0% | Reduced |
| Meixler Investment Management, Ltd. | 4,221 | $629.0K | 0.61% | −234−5.3% | Reduced |
| Violich Capital Management, Inc. | 4,229 | $630.0K | 0.09% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,231 | $630.0K | 0.12% | +10.0% | Added |
| S.A. Mason LLC | 4,228 | $630.0K | 0.39% | +103+2.5% | Added |
| New Century Advisors, LLC | 4,230 | $630.0K | 0.53% | +2,130+101.4% | Added |
| Penobscot Investment Management Company, Inc. | 4,240 | $631.0K | 0.09% | −1,830−30.1% | Reduced |
| Concord Wealth Partners | 4,237 | $631.0K | 0.16% | −277−6.1% | Reduced |
| Alerus Financial NA | 4,239 | $632.0K | 0.05% | −21,363−83.4% | Reduced |
| Laird Norton Trust Company, LLC | 4,272 | $636.0K | 0.06% | −160−3.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,275 | $637.0K | 0.39% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4,279 | $637.0K | 0.14% | +545+14.6% | Added |
| Marino, Stram & Associates LLC | 4,283 | $638.0K | 0.20% | +31+0.7% | Added |
| E&G Advisors, LP | 4,292 | $639.0K | 0.17% | +50+1.2% | Added |
| Pure Financial Advisors, Inc. | 4,304 | $641.0K | 0.03% | +1,885+77.9% | Added |
| Retirement Planning Co of New England, Inc. | 4,317 | $642.0K | 0.36% | +27+0.6% | Added |
| Baldwin Investment Management, LLC | 4,325 | $644.0K | 0.18% | +150+3.6% | Added |
| Everhart Financial Group, Inc. | 4,329 | $645.0K | 0.37% | +1,174+37.2% | Added |
| Triangle Securities Wealth Management | 4,343 | $647.0K | 0.22% | −199−4.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,343 | $647.0K | 0.63% | −185−4.1% | Reduced |
| Evoke Wealth, LLC | 4,332 | $647.0K | 0.02% | +332+8.3% | Added |
| Kowal Investment Group, LLC | 4,348 | $647.0K | 0.20% | +801+22.6% | Added |
| qPULA Trading Management LP | 4,342 | $647.0K | 0.87% | +4,342 | New |
| Intercontinental Wealth Advisors, LLC | 4,353 | $648.0K | 0.15% | +14+0.3% | Added |
| Grant/GrossMendelsohn, LLC | 4,121 | $649.0K | 0.33% | +2,276+123.4% | Added |
| Traynor Capital Management, Inc. | 4,368 | $650.0K | 0.08% | −1,014−18.8% | Reduced |
| Tradewinds Capital Management, LLC | 4,370 | $651.0K | 0.11% | +20.0% | Added |
| HMS Capital Management, LLC | 4,368 | $651.0K | 0.30% | +552+14.5% | Added |
| Detalus Advisors, LLC | 4,380 | $652.0K | 0.34% | −332−7.0% | Reduced |
| Kings Point Capital Management | 4,375 | $652.0K | 0.06% | −121−2.7% | Reduced |
| Tiemann Investment Advisors, LLC | 4,378 | $652.0K | 0.30% | +380+9.5% | Added |
| Culbertson A N & Co Inc | 4,387 | $653.0K | 0.12% | +140+3.3% | Added |
| Corbett Road Capital Management, LLC | 4,389 | $654.0K | 0.84% | +760+20.9% | Added |
| South Shore Capital Advisors | 4,398 | $655.0K | 1.07% | −130−2.9% | Reduced |
| LCNB Corp | 4,403 | $656.0K | 0.31% | −81−1.8% | Reduced |
| SkyView Investment Advisors, LLC | 4,395 | $657.0K | 0.16% | −2,216−33.5% | Reduced |
| V2 Financial group LLC | 4,412 | $657.0K | 0.50% | −299−6.3% | Reduced |
| Fulcrum Equity Management | 4,421 | $658.0K | 0.39% | −144−3.2% | Reduced |
| Lewis Capital Management, LLC | 4,417 | $658.0K | 0.75% | +10.0% | Added |
| Personal Cfo Solutions, LLC | 4,432 | $660.0K | 0.13% | +58+1.3% | Added |
| RMB Capital Management, LLC | 4,437 | $661.0K | 0.02% | −238−5.1% | Reduced |
| Saxon Interests, Inc. | 4,461 | $664.0K | 0.35% | −104−2.3% | Reduced |