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 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 11,431 | $1.70M | 0.25% | −1,714−13.0% | Reduced |
| Adamsbrown Wealth Consultants LLC | 11,383 | $1.70M | 1.34% | +7,663+206.0% | Added |
| Marshall Financial Group LLC | 11,364 | $1.69M | 0.69% | +365+3.3% | Added |
| SOL Capital Management CO | 11,350 | $1.69M | 0.31% | +1,000+9.7% | Added |
| Madison Wealth Management | 11,318 | $1.69M | 0.36% | +274+2.5% | Added |
| Trust Co of Oklahoma | 11,155 | $1.66M | 0.64% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11,092 | $1.65M | 0.24% | −1,484−11.8% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 11,037 | $1.64M | 1.39% | +3,100+39.1% | Added |
| True North Advisors, LLC | 11,022 | $1.64M | 0.44% | −492−4.3% | Reduced |
| Harbor Advisors LLC | 11,000 | $1.64M | 0.34% | 00.0% | Unchanged |
| Plancorp, LLC | 10,980 | $1.64M | 0.11% | −1,894−14.7% | Reduced |
| Quad-Cities Investment Group, LLC | 10,955 | $1.63M | 1.04% | −59−0.5% | Reduced |
| Old Port Advisors | 10,804 | $1.63M | 0.56% | +46+0.4% | Added |
| Argent Capital Management LLC | 10,900 | $1.62M | 0.05% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 10,812 | $1.61M | 0.99% | −90−0.8% | Reduced |
| Grandview Asset Management LLC | 10,755 | $1.60M | 0.68% | +700+7.0% | Added |
| Legacy Bridge, LLC | 10,738 | $1.60M | 0.93% | 00.0% | Unchanged |
| NVWM, LLC | 10,684 | $1.59M | 0.50% | +335+3.2% | Added |
| Stoneridge Investment Partners LLC | 10,678 | $1.59M | 0.75% | −17,200−61.7% | Reduced |
| Ausdal Financial Partners, Inc. | 10,677 | $1.59M | 0.22% | −53−0.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,678 | $1.59M | 0.74% | +326+3.1% | Added |
| Aldebaran Financial Inc. | 10,671 | $1.59M | 1.31% | +72+0.7% | Added |
| Greatmark Investment Partners, Inc. | 10,668 | $1.59M | 0.26% | +158+1.5% | Added |
| Worth Asset Management, LLC | 10,773 | $1.59M | 1.04% | +10,773 | New |
| Deltec Asset Management LLC | 10,626 | $1.58M | 0.27% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 10,615 | $1.58M | 0.16% | −2,247−17.5% | Reduced |
| Gratus Capital LLC | 10,611 | $1.58M | 0.15% | +998+10.4% | Added |
| Miracle Mile Advisors, LLC | 10,591 | $1.58M | 0.07% | −43,584−80.5% | Reduced |
| Ergoteles LLC | 10,566 | $1.57M | 0.06% | +5,847+123.9% | Added |
| Highlander Capital Management, LLC | 10,550 | $1.57M | 0.74% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,548 | $1.57M | 0.38% | +165+1.6% | Added |
| Resurgent Financial Advisors LLC | 10,534 | $1.57M | 1.00% | +1,850+21.3% | Added |
| X-Square Capital, LLC | 10,500 | $1.56M | 0.81% | +228+2.2% | Added |
| Lloyd Park, LLC | 10,500 | $1.56M | 1.72% | +10,500 | New |
| Tru Independence Asset Management 2, LLC | 10,483 | $1.56M | 0.90% | −9,138−46.6% | Reduced |
| First PREMIER Bank | 10,459 | $1.56M | 0.41% | +100+1.0% | Added |
| Union Heritage Capital, LLC | 10,450 | $1.56M | 0.86% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 10,449 | $1.56M | 0.06% | +685+7.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,387 | $1.55M | 1.02% | −158−1.5% | Reduced |
| Prestige Wealth Management Group LLC | 10,392 | $1.55M | 0.38% | +3,030+41.2% | Added |
| Chatham Capital Group, Inc. | 10,345 | $1.54M | 0.30% | −100−1.0% | Reduced |
| Smith Anglin Financial, LLC | 10,314 | $1.54M | 0.36% | −231−2.2% | Reduced |
| First Financial Bank - Trust Division | 10,305 | $1.53M | 0.16% | −449−4.2% | Reduced |
| Linscomb & Williams, Inc. | 10,306 | $1.53M | 0.07% | +59+0.6% | Added |
| LGT Fund Management Co Ltd. | 10,150 | $1.53M | 0.20% | +8,550+534.4% | Added |
| White Pine Capital LLC | 10,273 | $1.53M | 0.47% | +404+4.1% | Added |
| Clare Market Investments LLC | 10,269 | $1.53M | 0.49% | −1,198−10.4% | Reduced |
| Pioneer Trust Bank N A | 10,269 | $1.53M | 0.42% | +389+3.9% | Added |
| Perigon Wealth Management, LLC | 10,237 | $1.52M | 0.11% | −1,812−15.0% | Reduced |
| First National Bank & Trust Co of Newtown | 10,214 | $1.52M | 0.31% | −255−2.4% | Reduced |
| Pathstone Family Office, LLC | 9,393 | $1.52M | 0.04% | +3,049+48.1% | Added |
| Lake Street Advisors Group, LLC | 10,182 | $1.52M | 0.10% | +10,182 | New |
| Warther Private Wealth, LLC | 10,004 | $1.51M | 0.98% | +197+2.0% | Added |
| Virtue Capital Management, LLC | 10,139 | $1.51M | 0.24% | +2,221+28.1% | Added |
| Amarillo National Bank | 10,126 | $1.51M | 0.29% | +500+5.2% | Added |
| Sargent Investment Group, LLC | 10,094 | $1.50M | 0.38% | −100−1.0% | Reduced |
| Vise Technologies, Inc. | 10,085 | $1.50M | 0.56% | −1,428−12.4% | Reduced |
| Insight Advisors, LLC | 10,036 | $1.50M | 0.45% | +2,911+40.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 9,991 | $1.49M | 0.01% | −3,300−24.8% | Reduced |
| JB Capital LLC | 9,990 | $1.49M | 0.14% | +538+5.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 9,985 | $1.49M | 0.77% | 00.0% | Unchanged |
| McDonald Partners LLC | 9,967 | $1.48M | 0.32% | +9,967 | New |
| Navalign, LLC | 9,616 | $1.48M | 0.63% | −987−9.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,389 | $1.48M | 0.61% | +165+1.8% | Added |
| Quadrant Private Wealth Management, LLC | 9,862 | $1.47M | 0.55% | −31−0.3% | Reduced |
| Alaethes Wealth LLC | 9,898 | $1.47M | 0.94% | +48+0.5% | Added |
| FDx Advisors, Inc. | 9,900 | $1.47M | 0.05% | +1,244+14.4% | Added |
| Chilton Capital Management LLC | 9,903 | $1.47M | 0.08% | +1,338+15.6% | Added |
| Douglas Lane & Associates, LLC | 9,891 | $1.47M | 0.02% | −297−2.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,892 | $1.47M | 0.27% | +1,394+16.4% | Added |
| Jarislowsky, Fraser Ltd | 9,886 | $1.47M | 0.01% | +50+0.5% | Added |
| BFT Financial Group, LLC | 9,876 | $1.47M | 0.23% | +9,876 | New |
| Arthur M. Cohen & Associates, LLC | 9,831 | $1.46M | 0.31% | −3,908−28.4% | Reduced |
| Wealthsource Partners, LLC | 9,813 | $1.46M | 0.10% | +1,565+19.0% | Added |
| CWS Financial Advisors, LLC | 9,803 | $1.46M | 0.55% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 9,753 | $1.45M | 0.07% | +9,753 | New |
| Kidder Stephen W | 9,675 | $1.44M | 0.47% | −25−0.3% | Reduced |
| D.B. Root & Company, LLC | 9,682 | $1.44M | 0.54% | +391+4.2% | Added |
| Jeppson Wealth Management, LLC | 9,665 | $1.44M | 0.67% | +22+0.2% | Added |
| Accretive Wealth Partners, LLC | 9,662 | $1.44M | 0.90% | +248+2.6% | Added |
| Summit Financial Strategies, Inc. | 9,624 | $1.43M | 0.29% | −264−2.7% | Reduced |
| CMG Global Holdings, LLC | 9,618 | $1.43M | 1.17% | −2,815−22.6% | Reduced |
| Bar Harbor Trust Services | 9,606 | $1.43M | 0.43% | +1,856+23.9% | Added |
| Avidian Wealth Solutions, LLC | 9,589 | $1.43M | 0.09% | +180+1.9% | Added |
| Altman Advisors, Inc. | 9,589 | $1.43M | 0.74% | +84+0.9% | Added |
| Northeast Financial Consultants Inc | 9,592 | $1.43M | 0.08% | +610+6.8% | Added |
| Schmidt P J Investment Management Inc | 9,325 | $1.43M | 0.32% | −18,871−66.9% | Reduced |
| Independence Bank of Kentucky | 9,583 | $1.43M | 0.56% | +650+7.3% | Added |
| Altium Wealth Management LLC | 9,582 | $1.43M | 0.09% | +1,055+12.4% | Added |
| Investment Partners, Ltd. | 9,577 | $1.43M | 0.60% | +11+0.1% | Added |
| Park National Corp | 9,551 | $1.42M | 0.06% | −725−7.1% | Reduced |
| Parsons Capital Management Inc | 9,506 | $1.42M | 0.11% | −13,821−59.2% | Reduced |
| Canvas Wealth Advisors, LLC | 9,264 | $1.41M | 0.52% | +2,002+27.6% | Added |
| Gibraltar Capital Management, Inc. | 9,471 | $1.41M | 0.59% | +83+0.9% | Added |
| Chicago Capital, LLC | 9,464 | $1.41M | 0.06% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 9,445 | $1.41M | 0.36% | −288−3.0% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 9,440 | $1.41M | 1.08% | +462+5.1% | Added |
| Founders Financial Securities LLC | 9,402 | $1.40M | 0.25% | +131+1.4% | Added |
| Intrust Bank NA | 9,332 | $1.39M | 0.18% | −842−8.3% | Reduced |
| Essex Financial Services, Inc. | 9,327 | $1.39M | 0.13% | −720−7.2% | Reduced |