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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 13,863 | $2.06M | 0.01% | +1,086+8.5% | Added |
| Breiter Capital Management Inc | 13,857 | $2.06M | 1.02% | +1,915+16.0% | Added |
| Abbrea Capital, LLC | 13,803 | $2.06M | 0.29% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 13,767 | $2.05M | 1.08% | +50+0.4% | Added |
| Mission Wealth Management, LP | 13,736 | $2.04M | 0.10% | +782+6.0% | Added |
| Bailard, Inc. | 13,716 | $2.04M | 0.07% | 00.0% | Unchanged |
| Spirit of America Management Corp | 13,684 | $2.04M | 0.40% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 13,648 | $2.03M | 0.50% | −1,026−7.0% | Reduced |
| Legacy Wealth Management, LLC | 13,625 | $2.03M | 1.06% | +11,075+434.3% | Added |
| Flputnam Investment Management Co | 13,623 | $2.03M | 0.06% | −749−5.2% | Reduced |
| QP Wealth Management, LLC | 13,615 | $2.03M | 2.27% | −10−0.1% | Reduced |
| Invst, LLC | 13,403 | $2.03M | 0.33% | +913+7.3% | Added |
| Roman Butler Fullerton & Co | 13,583 | $2.02M | 0.95% | −521−3.7% | Reduced |
| Winning Points Advisors, LLC | 13,509 | $2.02M | 1.57% | −2,166−13.8% | Reduced |
| Optimum Investment Advisors | 13,500 | $2.01M | 0.85% | −699−4.9% | Reduced |
| St. Johns Investment Management Company, LLC | 13,477 | $2.01M | 1.07% | +1,328+10.9% | Added |
| Hilltop Holdings Inc. | 13,436 | $2.00M | 0.23% | −742−5.2% | Reduced |
| Windsor Capital Management, LLC | 13,428 | $2.00M | 0.62% | +21+0.2% | Added |
| American National Registered Investment Advisor, Inc. | 13,405 | $2.00M | 0.71% | −377−2.7% | Reduced |
| Virginia Wealth Management Group, Inc. | 12,851 | $1.99M | 1.78% | +1,058+9.0% | Added |
| Zullo Investment Group, Inc. | 13,343 | $1.99M | 1.03% | +520+4.1% | Added |
| Boenning & Scattergood, Inc. | 13,337 | $1.99M | 0.32% | +104+0.8% | Added |
| CFM Wealth Partners LLC | 13,297 | $1.98M | 0.47% | −649−4.7% | Reduced |
| FLC Capital Advisors | 13,272 | $1.98M | 0.55% | +24+0.2% | Added |
| Conning Inc. | 13,277 | $1.98M | 0.05% | +295+2.3% | Added |
| Symphony Financial, Ltd. Co. | 12,596 | $1.97M | 0.46% | +1,967+18.5% | Added |
| Pinnacle Holdings, LLC | 13,227 | $1.97M | 0.77% | +1,197+10.0% | Added |
| Gables Capital Management Inc. | 13,219 | $1.97M | 1.24% | −300−2.2% | Reduced |
| Boltwood Capital Management | 13,202 | $1.97M | 0.76% | −147−1.1% | Reduced |
| Pinnacle Private Wealth, LLC | 13,194 | $1.97M | 0.61% | −54−0.4% | Reduced |
| North Star Investment Management Corp. | 13,171 | $1.96M | 0.15% | −261−1.9% | Reduced |
| Martin & Co Inc | 13,106 | $1.95M | 0.50% | −880−6.3% | Reduced |
| AdvisorNet Financial, Inc | 13,086 | $1.95M | 0.12% | −196−1.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.94M | 0.64% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 12,979 | $1.93M | 1.35% | +181+1.4% | Added |
| CAPROCK Group, Inc. | 12,922 | $1.93M | 0.18% | +376+3.0% | Added |
| ProVise Management Group, LLC | 12,956 | $1.93M | 0.18% | +226+1.8% | Added |
| Trust Co of Toledo NA | 12,907 | $1.92M | 0.30% | −29−0.2% | Reduced |
| Johnson Financial Group, Inc. | 12,894 | $1.92M | 0.14% | −135−1.0% | Reduced |
| Meridian Wealth Advisors, LLC | 12,901 | $1.92M | 0.45% | +240+1.9% | Added |
| Wealth Alliance Advisory Group, LLC | 12,890 | $1.92M | 0.83% | −416−3.1% | Reduced |
| Weatherly Asset Management L. P. | 12,887 | $1.92M | 0.22% | +167+1.3% | Added |
| Pegasus Asset Management, Inc. | 12,886 | $1.92M | 0.83% | +225+1.8% | Added |
| Lumature Wealth Partners, LLC | 12,873 | $1.92M | 0.77% | +3,637+39.4% | Added |
| Continuum Advisory, LLC | 33,388 | $1.92M | 0.36% | +3,313+11.0% | Added |
| McMillion Capital Management Inc | 12,804 | $1.91M | 1.18% | −1,495−10.5% | Reduced |
| Candriam Luxembourg S.C.A. | 12,756 | $1.90M | 0.01% | −1,608−11.2% | Reduced |
| Peddock Capital Advisors, LLC | 12,675 | $1.89M | 0.61% | +292+2.4% | Added |
| BOK Financial Private Wealth, Inc. | 12,674 | $1.89M | 0.13% | +1,634+14.8% | Added |
| Sunbelt Securities, Inc. | 12,551 | $1.88M | 0.34% | −2,635−17.4% | Reduced |
| Lavaca Capital LLC | 12,570 | $1.87M | 0.80% | +666+5.6% | Added |
| Argus Investors' Counsel, Inc. | 12,560 | $1.87M | 1.19% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 12,528 | $1.86M | 1.01% | −489−3.8% | Reduced |
| SeaCrest Wealth Management, LLC | 12,525 | $1.86M | 0.21% | −17−0.1% | Reduced |
| Gilbert & Cook, Inc. | 12,512 | $1.86M | 0.30% | +2,269+22.2% | Added |
| Game Creek Capital, LP | 12,500 | $1.86M | 0.97% | −3,750−23.1% | Reduced |
| Financial Advocates Investment Management | 12,490 | $1.86M | 0.12% | −421−3.3% | Reduced |
| Simplex Trading, LLC | 12,446 | $1.85M | 0.06% | +12,446 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 12,391 | $1.84M | 0.33% | −745−5.7% | Reduced |
| Quantitative Investment Management, LLC | 12,386 | $1.84M | 0.20% | +12,386 | New |
| Summit Place Financial Advisors, LLC | 12,380 | $1.84M | 1.24% | +12,380 | New |
| Madden Securities Corp | 12,371 | $1.84M | 0.83% | −1,932−13.5% | Reduced |
| Baystate Wealth Management LLC | 12,360 | $1.84M | 0.16% | −74−0.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 12,349 | $1.84M | 0.53% | −2,651−17.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 12,348 | $1.84M | 0.60% | +770+6.7% | Added |
| Private Harbour Investment Management & Counsel, LLC | 12,343 | $1.84M | 1.54% | −357−2.8% | Reduced |
| Doliver Advisors, LP | 12,342 | $1.84M | 0.58% | +307+2.6% | Added |
| Pettee Investors, Inc. | 12,314 | $1.83M | 0.81% | +25+0.2% | Added |
| Comgest Global Investors S.A.S. | 12,250 | $1.82M | 0.03% | −911,992−98.7% | Reduced |
| Centric Wealth Management | 12,157 | $1.81M | 0.57% | +435+3.7% | Added |
| Zurich Insurance Group Ltd | 12,100 | $1.80M | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 12,088 | $1.80M | 0.42% | +298+2.5% | Added |
| Keebeck Wealth Management, LLC | 12,022 | $1.80M | 0.30% | −364−2.9% | Reduced |
| Ifrah Financial Services, Inc. | 12,066 | $1.80M | 0.50% | +113+0.9% | Added |
| Vigilare Wealth Management | 12,053 | $1.79M | 1.47% | −3,434−22.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 12,007 | $1.79M | 1.73% | +323+2.8% | Added |
| Sterling Investment Management, Inc. | 11,996 | $1.79M | 1.26% | −2,881−19.4% | Reduced |
| Global Trust Asset Management, LLC | 11,993 | $1.79M | 0.74% | +494+4.3% | Added |
| CoreFirst Bank & Trust | 11,966 | $1.78M | 1.22% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 11,962 | $1.78M | 0.91% | +12+0.1% | Added |
| Insight Inv LLC | 11,957 | $1.78M | 1.62% | +1,757+17.2% | Added |
| Inverness Counsel LLC | 11,947 | $1.78M | 0.08% | −3,541−22.9% | Reduced |
| WBH Advisory Inc | 11,383 | $1.78M | 0.22% | −77−0.7% | Reduced |
| Monetary Management Group Inc | 11,911 | $1.77M | 0.47% | +250+2.1% | Added |
| Trust Investment Advisors | 11,894 | $1.77M | 1.44% | +110+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,845 | $1.76M | 0.00% | +822+7.5% | Added |
| Axxcess Wealth Management, LLC | 11,836 | $1.76M | 0.14% | −523−4.2% | Reduced |
| Verition Fund Management LLC | 11,813 | $1.76M | 0.03% | −13,708−53.7% | Reduced |
| Arlington Partners LLC | 11,799 | $1.76M | 0.50% | −2,018−14.6% | Reduced |
| MTM Investment Management, LLC | 11,738 | $1.75M | 0.85% | −54−0.5% | Reduced |
| Guardian Capital LP | 11,729 | $1.75M | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 11,696 | $1.74M | 0.38% | −49−0.4% | Reduced |
| GFG Capital, LLC | 11,693 | $1.74M | 0.52% | +364+3.2% | Added |
| First Commonwealth Financial Corp | 11,694 | $1.74M | 0.56% | +608+5.5% | Added |
| Brewin Dolphin Ltd | 11,649 | $1.74M | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,608 | $1.73M | 0.17% | +11,608 | New |
| Boston Financial Mangement LLC | 11,531 | $1.72M | 0.07% | +102+0.9% | Added |
| Sentry Investment Management LLC | 11,501 | $1.71M | 0.55% | −1,935−14.4% | Reduced |
| HCR Wealth Advisors | 11,484 | $1.71M | 0.28% | −468−3.9% | Reduced |
| Ignite Planners, LLC | 10,871 | $1.71M | 1.14% | +471+4.5% | Added |