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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 23,287 | $3.61M | 0.80% | +270+1.2% | Added |
| Riverview Capital Advisers, LLC | 24,214 | $3.61M | 1.66% | +55+0.2% | Added |
| Woodmont Investment Counsel LLC | 24,182 | $3.60M | 0.42% | −370−1.5% | Reduced |
| Richelieu Gestion PLC | 24,181 | $3.60M | 2.86% | +24,181 | New |
| Legacy Capital Partners, Inc. | 23,952 | $3.57M | 1.17% | +200+0.8% | Added |
| Harrell Investment Partners, LLC | 23,932 | $3.56M | 1.26% | −205−0.8% | Reduced |
| Waldron Private Wealth LLC | 23,879 | $3.56M | 0.18% | +1,031+4.5% | Added |
| Beecher Investors Inc | 23,825 | $3.55M | 4.11% | −750−3.1% | Reduced |
| IHT Wealth Management, LLC | 23,723 | $3.53M | 0.27% | −281−1.2% | Reduced |
| Diversified Investment Strategies, LLC | 23,725 | $3.53M | 2.42% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 23,723 | $3.53M | 1.10% | +23,723 | New |
| Bank Hapoalim BM | 23,626 | $3.52M | 0.37% | −27,480−53.8% | Reduced |
| TBH Global Asset Management, LLC | 23,553 | $3.51M | 0.75% | −431−1.8% | Reduced |
| Allen Capital Group, LLC | 23,521 | $3.50M | 0.67% | −64,991−73.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 23,487 | $3.50M | 0.48% | −212−0.9% | Reduced |
| Cullen Capital Management LLC | 23,396 | $3.48M | 0.03% | +116+0.5% | Added |
| Hall Capital Management Co Inc | 23,343 | $3.48M | 2.03% | +767+3.4% | Added |
| Bradley Mark J. | 23,326 | $3.47M | 2.47% | −615−2.6% | Reduced |
| Pensionfund Sabic | 23,300 | $3.47M | 0.86% | −5,700−19.7% | Reduced |
| Ingalls & Snyder LLC | 23,279 | $3.47M | 0.16% | −2,270−8.9% | Reduced |
| Citizens Business Bank | 23,259 | $3.46M | 0.42% | +1,214+5.5% | Added |
| Metis Global Partners, LLC | 23,262 | $3.46M | 0.42% | +10,671+84.8% | Added |
| KG&L Capital Management,LLC | 23,229 | $3.46M | 1.44% | −2,730−10.5% | Reduced |
| Claret Asset Management Corp | 23,181 | $3.45M | 0.66% | −2,117−8.4% | Reduced |
| Walker Asset Management, LLC | 23,142 | $3.45M | 2.77% | −14,174−38.0% | Reduced |
| Regal Investment Advisors LLC | 23,090 | $3.44M | 0.32% | +603+2.7% | Added |
| YHB Investment Advisors, Inc. | 23,009 | $3.43M | 0.30% | +1,058+4.8% | Added |
| Hyman Charles D | 22,948 | $3.42M | 0.22% | −20−0.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,915 | $3.41M | 2.18% | +83+0.4% | Added |
| Choate Investment Advisors | 22,870 | $3.41M | 0.18% | +8,307+57.0% | Added |
| Family Legacy, Inc. | 22,838 | $3.40M | 1.42% | +194+0.9% | Added |
| All Terrain Financial Advisors, LLC | 22,752 | $3.39M | 1.53% | −169−0.7% | Reduced |
| Capstone Triton Financial Group, LLC | 21,790 | $3.36M | 2.35% | +21,790 | New |
| IBM Retirement Fund | 22,543 | $3.36M | 0.47% | −1,337−5.6% | Reduced |
| Credit Agricole S A | 22,455 | $3.34M | 0.10% | +9,096+68.1% | Added |
| Andesa Financial Management Inc. | 22,447 | $3.34M | 1.80% | −100.0% | Reduced |
| Pecaut & Co. | 22,400 | $3.34M | 1.62% | −3,695−14.2% | Reduced |
| Wade G W & Inc | 22,396 | $3.33M | 0.14% | +513+2.3% | Added |
| Hudson Valley Investment Advisors Inc | 22,376 | $3.33M | 0.45% | −220−1.0% | Reduced |
| CFO4Life Group, LLC | 22,361 | $3.33M | 0.70% | −90.0% | Reduced |
| Leelyn Smith, LLC | 22,306 | $3.32M | 0.87% | +1,690+8.2% | Added |
| Old Second National Bank of Aurora | 22,252 | $3.31M | 0.83% | −371−1.6% | Reduced |
| Herold Advisors, Inc. | 22,214 | $3.31M | 1.18% | +1,676+8.2% | Added |
| Kingsview Wealth Management, LLC | 22,189 | $3.30M | 0.15% | −3,257−12.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,182 | $3.30M | 0.26% | 00.0% | Unchanged |
| AMG National Trust Bank | 22,166 | $3.30M | 0.11% | −236−1.1% | Reduced |
| Trust Co of Vermont | 22,164 | $3.30M | 0.22% | +2,195+11.0% | Added |
| Appleton Partners Inc | 22,086 | $3.29M | 0.27% | −163−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 22,056 | $3.28M | 0.29% | −2,100−8.7% | Reduced |
| Northwest Investment Counselors, LLC | 21,928 | $3.27M | 0.86% | −18−0.1% | Reduced |
| Seven Eight Capital, LP | 21,904 | $3.26M | 0.43% | +21,904 | New |
| Capital Advisors Inc | 21,872 | $3.26M | 0.09% | −3,096−12.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 21,859 | $3.25M | 0.05% | +1,987+10.0% | Added |
| 180 Wealth Advisors, LLC | 20,536 | $3.24M | 0.71% | +954+4.9% | Added |
| Tower View Investment Management & Research LLC | 21,696 | $3.23M | 1.74% | −378−1.7% | Reduced |
| Palisade Asset Management, LLC | 21,691 | $3.23M | 0.37% | −388−1.8% | Reduced |
| Nvest Financial, LLC | 21,683 | $3.23M | 2.65% | +21,683 | New |
| Investment House LLC | 21,617 | $3.22M | 0.23% | +1,080+5.3% | Added |
| HM Capital Management, LLC | 21,593 | $3.22M | 1.17% | −438−2.0% | Reduced |
| Savant Capital, LLC | 21,460 | $3.20M | 0.10% | −392−1.8% | Reduced |
| 1st Source Bank | 21,435 | $3.19M | 0.20% | +142+0.7% | Added |
| SRN Advisors, LLC | 21,207 | $3.16M | 1.39% | −4,110−16.2% | Reduced |
| HBK Sorce Advisory LLC | 21,180 | $3.15M | 0.17% | −4,520−17.6% | Reduced |
| Atlantic Union Bankshares Corp | 21,184 | $3.15M | 0.28% | +2,299+12.2% | Added |
| WC Walker & Associates, Inc. | 20,013 | $3.15M | 1.63% | +470+2.4% | Added |
| Waddell & Associates, LLC | 21,100 | $3.14M | 0.50% | +591+2.9% | Added |
| BerganKDV Wealth Management, LLC | 21,091 | $3.14M | 0.34% | −249−1.2% | Reduced |
| C2C Wealth Management, LLC | 19,635 | $3.14M | 0.53% | −2,798−12.5% | Reduced |
| Forum Financial Management, LP | 21,071 | $3.14M | 0.15% | −647−3.0% | Reduced |
| Ballentine Partners, LLC | 21,071 | $3.14M | 0.10% | +1,992+10.4% | Added |
| Great Valley Advisor Group, Inc. | 21,436 | $3.14M | 0.18% | +941+4.6% | Added |
| Chemung Canal Trust Co | 21,044 | $3.13M | 0.61% | −1,055−4.8% | Reduced |
| Benedict Financial Advisors Inc | 21,022 | $3.13M | 0.84% | −17−0.1% | Reduced |
| Vectors Research Management, LLC | 21,018 | $3.13M | 0.69% | −19,817−48.5% | Reduced |
| Winton Group Ltd | 21,004 | $3.13M | 0.16% | −18,377−46.7% | Reduced |
| Gladstone Institutional Advisory LLC | 20,999 | $3.13M | 0.21% | −10,514−33.4% | Reduced |
| Sawtooth Solutions, LLC | 20,995 | $3.13M | 0.38% | −6,063−22.4% | Reduced |
| Slow Capital, Inc. | 20,892 | $3.11M | 0.58% | −10,823−34.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 20,849 | $3.10M | 0.26% | −410−1.9% | Reduced |
| Telos Capital Management, Inc. | 20,788 | $3.10M | 0.40% | −1,666−7.4% | Reduced |
| Wealthcare Advisory Partners LLC | 20,771 | $3.09M | 0.19% | +42+0.2% | Added |
| Means Investment Co., Inc. | 20,732 | $3.09M | 0.56% | +681+3.4% | Added |
| BDO Wealth Advisors, LLC | 20,669 | $3.08M | 0.33% | +212+1.0% | Added |
| Equitable Holdings, Inc. | 20,660 | $3.08M | 0.05% | +1,123+5.7% | Added |
| HNP Capital LLC | 20,489 | $3.05M | 0.72% | −20,158−49.6% | Reduced |
| Alpha Cubed Investments, LLC | 20,443 | $3.04M | 0.19% | −12,166−37.3% | Reduced |
| Private Trust Co NA | 20,376 | $3.03M | 0.47% | −2,307−10.2% | Reduced |
| Fairfield, Bush & Co. | 20,306 | $3.02M | 1.52% | −36−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 20,245 | $3.02M | 1.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 20,194 | $3.01M | 0.29% | +1,400+7.4% | Added |
| Thomasville National Bank | 20,151 | $3.00M | 0.29% | −2,310−10.3% | Reduced |
| International Assets Investment Management, LLC | 20,129 | $3.00M | 0.54% | −2,719−11.9% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.00M | 2.74% | +1,194+6.3% | Added |
| Haverford Trust Co | 20,095 | $2.99M | 0.03% | +56+0.3% | Added |
| Moneta Group Investment Advisors LLC | 20,051 | $2.99M | 0.12% | +2,158+12.1% | Added |
| Convergence Investment Partners, LLC | 20,032 | $2.98M | 1.54% | −1,706−7.8% | Reduced |
| Artha Asset Management LLC | 20,000 | $2.98M | 3.15% | −23,000−53.5% | Reduced |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.97M | 0.73% | 00.0% | Unchanged |
| Rossmore Private Capital | 19,906 | $2.96M | 0.46% | −386−1.9% | Reduced |
| Bank Ozk | 19,899 | $2.96M | 1.27% | −297−1.5% | Reduced |