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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 16,898 | $2.52M | 0.30% | +3,808+29.1% | Added |
| Naples Global Advisors, LLC | 16,869 | $2.51M | 0.29% | +280+1.7% | Added |
| Dearborn Partners LLC | 16,871 | $2.51M | 0.10% | +811+5.0% | Added |
| Sterling Investment Advisors, Ltd. | 16,852 | $2.51M | 0.71% | −190−1.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 16,811 | $2.50M | 0.84% | +43+0.3% | Added |
| Wambolt & Associates, LLC | 16,554 | $2.50M | 0.91% | +430+2.7% | Added |
| Brooks, Moore & Associates, Inc. | 16,754 | $2.50M | 1.53% | +180+1.1% | Added |
| Mason Investment Advisory Services, Inc. | 16,716 | $2.49M | 0.21% | −561−3.2% | Reduced |
| Hollow Brook Wealth Management LLC | 16,580 | $2.47M | 1.10% | −135−0.8% | Reduced |
| Amussen Hunsaker Associates LLC | 16,556 | $2.47M | 0.57% | −138−0.8% | Reduced |
| Benjamin Edwards Inc | 16,557 | $2.47M | 0.72% | +2,316+16.3% | Added |
| Golden State Equity Partners | 16,508 | $2.46M | 1.24% | +9,024+120.6% | Added |
| Equitable Trust Co | 16,488 | $2.46M | 0.16% | +2,130+14.8% | Added |
| Dynamic Advisor Solutions LLC | 16,435 | $2.45M | 0.17% | +804+5.1% | Added |
| Hengehold Capital Management LLC | 16,434 | $2.45M | 0.33% | +245+1.5% | Added |
| Cito Capital Group, LLC | 16,350 | $2.44M | 1.12% | +50+0.3% | Added |
| Bank of Stockton | 16,385 | $2.44M | 0.76% | +1,018+6.6% | Added |
| Page Arthur B | 16,378 | $2.44M | 1.90% | −650−3.8% | Reduced |
| We Are One Seven, LLC | 16,375 | $2.44M | 0.26% | +1,182+7.8% | Added |
| Northstar Asset Management LLC | 16,354 | $2.44M | 0.62% | −750−4.4% | Reduced |
| Occidental Asset Management, LLC | 16,348 | $2.44M | 0.62% | +771+4.9% | Added |
| Financial Advisory Service, Inc. | 16,322 | $2.43M | 0.23% | +1,730+11.9% | Added |
| Providence First Trust Co | 16,281 | $2.42M | 1.16% | 00.0% | Unchanged |
| First Hawaiian Bank | 16,268 | $2.42M | 0.08% | −1,643−9.2% | Reduced |
| Aspen Investment Management Inc | 16,206 | $2.41M | 1.27% | −3,700−18.6% | Reduced |
| Congress Park Capital LLC | 16,202 | $2.41M | 1.24% | −2,496−13.3% | Reduced |
| Kensington Investment Counsel, LLC | 16,181 | $2.41M | 1.60% | +769+5.0% | Added |
| Sculati Wealth Management, LLC | 16,095 | $2.40M | 1.17% | +251+1.6% | Added |
| Hudson Value Partners, LLC | 16,043 | $2.39M | 1.23% | +80.0% | Added |
| Maryland Capital Management | 16,038 | $2.39M | 0.15% | −242−1.5% | Reduced |
| Security National Bank of So Dak | 16,013 | $2.38M | 1.66% | +920+6.1% | Added |
| TCG Advisory Services, LLC | 15,991 | $2.38M | 0.65% | −1,368−7.9% | Reduced |
| WBI Investments | 16,242 | $2.38M | 0.38% | +16,242 | New |
| Successful Portfolios LLC | 15,858 | $2.36M | 1.34% | −36−0.2% | Reduced |
| Duncker Streett & Co Inc | 15,826 | $2.36M | 0.47% | 00.0% | Unchanged |
| NTV Asset Management LLC | 15,816 | $2.35M | 0.39% | 00.0% | Unchanged |
| Bank of New Hampshire | 15,806 | $2.35M | 0.57% | +68+0.4% | Added |
| Reynolds Investment Management, Inc. | 15,739 | $2.34M | 0.69% | +15,739 | New |
| Riverbridge Partners LLC | 15,645 | $2.33M | 0.03% | −205−1.3% | Reduced |
| Quilter Plc | 15,643 | $2.33M | 0.06% | +20.0% | Added |
| Kinloch Capital, LLC | 15,625 | $2.33M | 1.39% | +858+5.8% | Added |
| Ledyard National Bank | 15,615 | $2.33M | 0.23% | −255−1.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 15,581 | $2.32M | 0.51% | +15,581 | New |
| Burke & Herbert Bank & Trust Co | 15,555 | $2.32M | 1.47% | −696−4.3% | Reduced |
| Smithfield Trust Co | 15,538 | $2.31M | 0.15% | −396−2.5% | Reduced |
| Costello Asset Management, INC | 15,494 | $2.31M | 1.58% | −2,306−13.0% | Reduced |
| Teza Capital Management LLC | 15,487 | $2.31M | 0.86% | −23,146−59.9% | Reduced |
| IFG Advisory, LLC | 15,420 | $2.30M | 0.23% | −273−1.7% | Reduced |
| Siemens Fonds Invest GmbH | 15,393 | $2.29M | 0.19% | −21,869−58.7% | Reduced |
| Integrated Advisors Network LLC | 15,353 | $2.29M | 0.13% | +654+4.4% | Added |
| Verity Asset Management, Inc. | 15,314 | $2.28M | 1.45% | +135+0.9% | Added |
| Sepio Capital, LP | 15,144 | $2.25M | 0.20% | −345−2.2% | Reduced |
| Foundations Investment Advisors, LLC | 14,313 | $2.25M | 0.09% | −18,297−56.1% | Reduced |
| Duff & Phelps Investment Management Co | 15,096 | $2.25M | 0.03% | +350+2.4% | Added |
| Providence Wealth Advisors, LLC | 14,884 | $2.25M | 1.45% | +127+0.9% | Added |
| Jones Financial Companies LLLP | 15,081 | $2.25M | 0.00% | −2,823−15.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,079 | $2.25M | 0.25% | −981−6.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.24M | 1.72% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15,045 | $2.24M | 0.60% | +271+1.8% | Added |
| Capstone Investment Advisors, LLC | 15,023 | $2.24M | 0.05% | +4,816+47.2% | Added |
| Change Path, LLC | 15,006 | $2.23M | 0.12% | +142+1.0% | Added |
| Park Circle Co | 15,000 | $2.23M | 1.87% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.23M | 0.61% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 14,980 | $2.23M | 0.20% | +1,346+9.9% | Added |
| Anchor Investment Management, LLC | 14,967 | $2.23M | 0.28% | +537+3.7% | Added |
| Members Capital Advisors Inc | 14,905 | $2.22M | 1.43% | 00.0% | Unchanged |
| Shelton Capital Management | 14,868 | $2.21M | 0.08% | −100−0.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 14,848 | $2.21M | 0.04% | −12,816−46.3% | Reduced |
| Trust Co of Virginia | 14,848 | $2.21M | 0.24% | +64+0.4% | Added |
| Lester Murray Antman dba SimplyRich | 14,789 | $2.20M | 0.77% | −138−0.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 14,738 | $2.19M | 0.65% | +820+5.9% | Added |
| Welch Group, LLC | 14,726 | $2.19M | 0.13% | +720+5.1% | Added |
| Fred Alger Management, LLC | 14,720 | $2.19M | 0.01% | +412+2.9% | Added |
| Bangor Savings Bank | 14,700 | $2.19M | 0.23% | −70−0.5% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.19M | 0.11% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 14,675 | $2.19M | 0.90% | +800+5.8% | Added |
| Qtron Investments LLC | 14,633 | $2.18M | 0.49% | −1,196−7.6% | Reduced |
| Pacifica Partners Inc. | 15,983 | $2.17M | 1.41% | +395+2.5% | Added |
| HighTower Trust Services, LTA | 14,578 | $2.17M | 0.21% | −71−0.5% | Reduced |
| Quadrant Capital Group LLC | 14,480 | $2.16M | 0.26% | +903+6.7% | Added |
| ICW Investment Advisors LLC | 14,458 | $2.15M | 1.24% | +110+0.8% | Added |
| Eudaimonia Partners, LLC | 14,450 | $2.15M | 0.37% | +14,450 | New |
| Cordatus Wealth Management LLC | 14,393 | $2.14M | 0.75% | −2,215−13.3% | Reduced |
| Hartford Financial Management Inc. | 14,335 | $2.13M | 0.52% | +112+0.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 14,254 | $2.13M | 1.48% | +643+4.7% | Added |
| Budros, Ruhlin & Roe, Inc. | 14,293 | $2.13M | 0.23% | −517−3.5% | Reduced |
| Financial Partners Capital Management LLC | 14,250 | $2.12M | 0.39% | +745+5.5% | Added |
| Finer Wealth Management, Inc. | 14,173 | $2.11M | 1.72% | +693+5.1% | Added |
| Stableford Capital II LLC | 13,435 | $2.10M | 0.89% | −382−2.8% | Reduced |
| Wintrust Investments LLC | 14,113 | $2.10M | 0.20% | −211−1.5% | Reduced |
| Front Row Advisors LLC | 14,094 | $2.10M | 0.85% | +875+6.6% | Added |
| Canandaigua National Corp | 14,084 | $2.10M | 0.32% | −335−2.3% | Reduced |
| Stock Yards Bank & Trust Co | 14,087 | $2.10M | 0.12% | −207−1.4% | Reduced |
| Liberty One Investment Management, LLC | 14,076 | $2.10M | 0.32% | +1,118+8.6% | Added |
| Ropes Wealth Advisors LLC | 14,050 | $2.09M | 0.36% | −4,619−24.7% | Reduced |
| Valmark Advisers, Inc. | 13,986 | $2.08M | 0.04% | +438+3.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 13,972 | $2.08M | 2.52% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 13,934 | $2.08M | 0.06% | −599−4.1% | Reduced |
| Security National Bank of Sioux City Iowa | 13,897 | $2.07M | 1.54% | −350−2.5% | Reduced |
| Essex Savings Bank | 13,875 | $2.07M | 0.68% | +174+1.3% | Added |