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 |
|---|---|---|---|---|---|
| Hemenway Trust Co LLC | 19,869 | $2.96M | 0.28% | +60+0.3% | Added |
| World Equity Group, Inc. | 19,835 | $2.95M | 0.64% | +19,835 | New |
| Douglass Winthrop Advisors, LLC | 19,824 | $2.95M | 0.07% | −196−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 19,741 | $2.94M | 0.61% | +1,252+6.8% | Added |
| Garner Asset Management Corp | 19,732 | $2.94M | 1.18% | +104+0.5% | Added |
| Kovack Advisors, Inc. | 19,683 | $2.93M | 0.30% | −3,751−16.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 19,650 | $2.93M | 0.63% | −430−2.1% | Reduced |
| Capricorn Fund Managers Ltd | 19,635 | $2.92M | 0.71% | −225−1.1% | Reduced |
| Girard Partners Ltd. | 19,609 | $2.92M | 0.32% | +790+4.2% | Added |
| New England Research & Management, Inc. | 19,563 | $2.91M | 1.51% | −7,894−28.8% | Reduced |
| Twin Capital Management Inc | 19,553 | $2.91M | 0.31% | −12,591−39.2% | Reduced |
| Bensler, LLC | 19,495 | $2.90M | 0.61% | +438+2.3% | Added |
| Telemus Capital, LLC | 19,463 | $2.90M | 0.25% | +462+2.4% | Added |
| Mather Group, LLC. | 19,461 | $2.90M | 0.06% | +2,736+16.4% | Added |
| Motley Fool Wealth Management, LLC | 19,455 | $2.90M | 0.14% | +4,066+26.4% | Added |
| Sumitomo Life Insurance Co | 19,436 | $2.89M | 0.07% | −312−1.6% | Reduced |
| Stokes Family Office, LLC | 19,435 | $2.89M | 0.38% | +1,736+9.8% | Added |
| Bridge Creek Capital Management LLC | 19,428 | $2.89M | 0.96% | +5,905+43.7% | Added |
| Arete Wealth Advisors, LLC | 19,258 | $2.87M | 0.24% | +742+4.0% | Added |
| Enterprise Trust & Investment Co | 19,156 | $2.85M | 1.02% | −1,150−5.7% | Reduced |
| Hancock Whitney Corp | 19,137 | $2.85M | 0.10% | −356−1.8% | Reduced |
| Burleson & Company, LLC | 19,130 | $2.85M | 0.46% | +18,423+2,605.8% | Added |
| CPWM, LLC | 19,096 | $2.84M | 0.20% | +424+2.3% | Added |
| Wolff Wiese Magana LLC | 19,087 | $2.84M | 1.91% | +220+1.2% | Added |
| Guardian Investment Management | 19,065 | $2.84M | 2.21% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 18,975 | $2.84M | 0.14% | −31−0.2% | Reduced |
| Rehmann Capital Advisory Group | 19,007 | $2.83M | 0.27% | +206+1.1% | Added |
| Summit Asset Management, LLC | 19,007 | $2.83M | 0.81% | −351−1.8% | Reduced |
| Outfitter Financial LLC | 18,980 | $2.83M | 2.16% | +320+1.7% | Added |
| Mattern Wealth Management LLC | 18,970 | $2.83M | 0.93% | +2,257+13.5% | Added |
| Pinkerton Retirement Specialists, LLC | 18,932 | $2.82M | 0.63% | +2,058+12.2% | Added |
| Capital Asset Advisory Services LLC | 18,828 | $2.81M | 0.30% | +679+3.7% | Added |
| Harbor Investment Advisory, LLC | 18,786 | $2.80M | 0.37% | +2,372+14.5% | Added |
| Silverleafe Capital Partners, LLC | 18,783 | $2.80M | 1.26% | −55−0.3% | Reduced |
| Symmetry Partners, LLC | 18,697 | $2.78M | 0.18% | 00.0% | Unchanged |
| Smith, Moore & Co. | 18,680 | $2.78M | 0.38% | −1,553−7.7% | Reduced |
| High Note Wealth, LLC | 18,683 | $2.78M | 0.98% | +377+2.1% | Added |
| Rocky Mountain Advisers, LLC | 18,670 | $2.78M | 3.08% | +20.0% | Added |
| Beacon Financial Group | 18,385 | $2.76M | 0.37% | −275−1.5% | Reduced |
| Horizon Investments, LLC | 18,541 | $2.75M | 0.08% | −35,971−66.0% | Reduced |
| Capital Investment Advisory Services, LLC | 18,409 | $2.74M | 0.30% | +472+2.6% | Added |
| Checchi Capital Advisers, LLC | 18,348 | $2.73M | 0.28% | +1,098+6.4% | Added |
| ICA Group Wealth Management, LLC | 21,874 | $2.73M | 0.52% | +21,874 | New |
| Magnolia Capital Advisors LLC | 18,314 | $2.73M | 1.07% | −393−2.1% | Reduced |
| AIMZ Investment Advisors, LLC | 18,269 | $2.72M | 1.12% | −599−3.2% | Reduced |
| StoneX Group Inc. | 18,199 | $2.72M | 0.22% | +2,043+12.6% | Added |
| American National Insurance Co | 18,200 | $2.71M | 0.73% | −3,980−17.9% | Reduced |
| Delta Financial Advisors LLC | 18,178 | $2.71M | 1.16% | −242−1.3% | Reduced |
| Archford Capital Strategies, LLC | 17,860 | $2.71M | 0.60% | −233−1.3% | Reduced |
| First Citizens Bank & Trust Co | 18,139 | $2.70M | 0.10% | +1,185+7.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 18,142 | $2.70M | 1.22% | +686+3.9% | Added |
| Ashton Thomas Private Wealth, LLC | 18,140 | $2.70M | 0.24% | +3,687+25.5% | Added |
| Wealthspire Advisors, LLC | 18,137 | $2.70M | 0.06% | +198+1.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18,100 | $2.69M | 0.48% | −1,265−6.5% | Reduced |
| MV Capital Management, Inc. | 18,037 | $2.69M | 0.40% | +452+2.6% | Added |
| Dakota Wealth Management | 18,023 | $2.69M | 0.22% | +2,027+12.7% | Added |
| Wunderlich Capital Managemnt | 17,993 | $2.68M | 1.26% | −135−0.7% | Reduced |
| Mutual Advisors, LLC | 17,990 | $2.68M | 0.15% | −852−4.5% | Reduced |
| Trustcore Financial Services, LLC | 17,983 | $2.68M | 0.23% | +2,276+14.5% | Added |
| Geneva Capital Management LLC | 17,959 | $2.67M | 0.05% | +436+2.5% | Added |
| Roberts Glore & Co Inc | 17,913 | $2.67M | 0.77% | −584−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,869 | $2.66M | 0.21% | −206−1.1% | Reduced |
| Avantax Planning Partners, Inc. | 17,857 | $2.66M | 0.11% | −6,517−26.7% | Reduced |
| Transcend Wealth Collective, LLC | 17,829 | $2.65M | 0.24% | +855+5.0% | Added |
| Churchill Management Corp | 17,821 | $2.65M | 0.05% | +780+4.6% | Added |
| David Loasby | 16,861 | $2.65M | 0.35% | +3,820+29.3% | Added |
| ARS Wealth Advisors Group, LLC | 17,804 | $2.65M | 0.46% | −178−1.0% | Reduced |
| Diligent Investors, LLC | 17,759 | $2.65M | 0.77% | −826−4.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 17,755 | $2.64M | 1.04% | +10.0% | Added |
| F/M Investments LLC | 17,725 | $2.64M | 2.13% | −20−0.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 17,718 | $2.64M | 0.72% | +102+0.6% | Added |
| Colony Group LLC | 17,699 | $2.64M | 0.04% | +904+5.4% | Added |
| Hudson Capital Management LLC | 17,680 | $2.63M | 1.04% | +888+5.3% | Added |
| WT Wealth Management | 17,639 | $2.63M | 1.01% | −396−2.2% | Reduced |
| Mendel Capital Management LLC | 17,649 | $2.63M | 2.49% | +251+1.4% | Added |
| Cumberland Partners Ltd | 17,628 | $2.63M | 0.20% | −1,098−5.9% | Reduced |
| JCIC Asset Management Inc. | 17,619 | $2.62M | 0.81% | −296−1.7% | Reduced |
| Bryn Mawr Trust Co | 17,600 | $2.62M | 0.10% | −225−1.3% | Reduced |
| Mitchell Sinkler & Starr | 17,554 | $2.61M | 0.82% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 17,486 | $2.60M | 0.28% | −249−1.4% | Reduced |
| RFG Advisory, LLC | 17,473 | $2.60M | 0.17% | −950−5.2% | Reduced |
| Clarius Group, LLC | 17,953 | $2.60M | 0.21% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 17,319 | $2.58M | 0.80% | −978−5.3% | Reduced |
| Freedom Day Solutions, LLC | 17,316 | $2.58M | 1.10% | −567−3.2% | Reduced |
| Northstar Group, Inc. | 17,311 | $2.58M | 0.62% | +11+0.1% | Added |
| Miller Investment Management, LP | 17,275 | $2.57M | 0.41% | 00.0% | Unchanged |
| Monument Capital Management | 17,221 | $2.56M | 0.83% | +1,565+10.0% | Added |
| Octavia Wealth Advisors, LLC | 17,147 | $2.56M | 0.57% | −197−1.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 17,148 | $2.56M | 0.22% | +341+2.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,162 | $2.56M | 1.37% | 00.0% | Unchanged |
| Little House Capital LLC | 17,143 | $2.55M | 1.31% | −5,132−23.0% | Reduced |
| Harvey Capital Management Inc | 17,150 | $2.55M | 0.79% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 17,132 | $2.55M | 0.05% | −947,566−98.2% | Reduced |
| Centaurus Financial, Inc. | 17,125 | $2.55M | 0.20% | −3,009−14.9% | Reduced |
| J. W. Coons Advisors, LLC | 17,081 | $2.54M | 0.76% | +900+5.6% | Added |
| Summit X, LLC | 17,103 | $2.54M | 0.62% | +634+3.8% | Added |
| Eads & Heald Wealth Management | 17,031 | $2.54M | 1.18% | −74−0.4% | Reduced |
| AllGen Financial Advisors, Inc. | 16,980 | $2.53M | 2.11% | +3,967+30.5% | Added |
| West Branch Capital LLC | 16,906 | $2.52M | 1.20% | −523−3.0% | Reduced |
| Crossvault Capital Management LLC | 16,904 | $2.52M | 0.81% | −1,925−10.2% | Reduced |