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 |
|---|---|---|---|---|---|
| Jmac Enterprises LLC | 9,297 | $1.38M | 0.33% | +119+1.3% | Added |
| Orion Portfolio Solutions, LLC | 9,256 | $1.38M | 0.05% | +167+1.8% | Added |
| Rathbone Brothers plc | 9,246 | $1.38M | 0.01% | +549+6.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,213 | $1.37M | 0.15% | +1,067+13.1% | Added |
| Vickerman Investment Advisors, Inc. | 9,139 | $1.37M | 0.61% | +9,139 | New |
| Keystone Financial Group | 9,164 | $1.36M | 0.23% | +649+7.6% | Added |
| Vaughan David Investments LLC | 9,151 | $1.36M | 0.04% | +87+1.0% | Added |
| AlphaCrest Capital Management LLC | 9,142 | $1.36M | 0.08% | −1,258−12.1% | Reduced |
| Montecito Bank & Trust | 9,137 | $1.36M | 0.25% | +73+0.8% | Added |
| WealthShield Partners, LLC | 9,106 | $1.36M | 0.22% | +1,603+21.4% | Added |
| Brighton Jones LLC | 9,120 | $1.36M | 0.06% | +1,890+26.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 9,100 | $1.35M | 0.04% | +320+3.6% | Added |
| WMS Partners, LLC | 9,087 | $1.35M | 0.19% | +9,087 | New |
| Schechter Investment Advisors, LLC | 9,071 | $1.35M | 0.13% | +1,773+24.3% | Added |
| LCM Capital Management Inc | 8,981 | $1.34M | 1.08% | +88+1.0% | Added |
| Diamant Asset Management, Inc. | 8,970 | $1.34M | 1.02% | 00.0% | Unchanged |
| First Western Trust Bank | 8,905 | $1.33M | 0.07% | +8,905 | New |
| Dixon Hubard Feinour & Brown Inc | 8,925 | $1.33M | 0.13% | +923+11.5% | Added |
| Shepherd Financial Partners LLC | 8,903 | $1.33M | 0.24% | +5,989+205.5% | Added |
| GoalVest Advisory LLC | 8,904 | $1.33M | 0.75% | +8,904 | New |
| TCM Advisors, LLC | – | $1.32M | 1.23% | – | – |
| Jaffetilchin Investment Partners, LLC | 8,977 | $1.32M | 0.16% | +143+1.6% | Added |
| Live Oak Private Wealth LLC | 8,879 | $1.32M | 0.26% | +1,055+13.5% | Added |
| Highview Capital Management LLC | 8,830 | $1.31M | 0.85% | +100+1.1% | Added |
| Neville Rodie & Shaw Inc | 8,683 | $1.31M | 0.10% | −258−2.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,796 | $1.31M | 0.09% | −200−2.2% | Reduced |
| Wellington Shields & Co., LLC | 8,769 | $1.31M | 0.43% | +18+0.2% | Added |
| Trustco Bank Corp N Y | 8,740 | $1.30M | 1.29% | −64−0.7% | Reduced |
| Global Retirement Partners, LLC | 10,484 | $1.30M | 0.10% | +10,484 | New |
| K.J. Harrison & Partners Inc | 8,714 | $1.30M | 0.21% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8,679 | $1.29M | 0.14% | −660−7.1% | Reduced |
| Crumly & Associates Inc. | 8,677 | $1.29M | 0.48% | +121+1.4% | Added |
| Birmingham Capital Management Co Inc | 8,670 | $1.29M | 0.45% | +230+2.7% | Added |
| RB Capital Management, LLC | 8,655 | $1.29M | 0.42% | +69+0.8% | Added |
| Signature Estate & Investment Advisors LLC | 8,638 | $1.29M | 0.06% | −278,073−97.0% | Reduced |
| First Farmers & Merchants Bank / Trust | 8,642 | $1.29M | 1.37% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 8,625 | $1.28M | 0.40% | +25+0.3% | Added |
| WMG Financial Advisors, LLC | 8,590 | $1.28M | 0.94% | +214+2.6% | Added |
| Peterson Wealth Management | 8,566 | $1.28M | 0.86% | −3,662−29.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 8,562 | $1.27M | 0.28% | +3,000+53.9% | Added |
| First Heartland Consultants, Inc. | 8,558 | $1.27M | 0.20% | −437−4.9% | Reduced |
| Ahl Investment Management, Inc. | 8,540 | $1.27M | 1.17% | −140−1.6% | Reduced |
| Woodward Diversified Capital, LLC | 8,482 | $1.26M | 0.83% | +1,063+14.3% | Added |
| Beaumont Asset Management, L.L.C. | 8,476 | $1.26M | 0.85% | +464+5.8% | Added |
| Cornerstone Advisory, LLC | 8,464 | $1.26M | 0.19% | +2,598+44.3% | Added |
| Enterprise Financial Services Corp | 8,443 | $1.26M | 0.21% | +418+5.2% | Added |
| Krilogy Financial LLC | 8,432 | $1.26M | 0.13% | −3,821−31.2% | Reduced |
| Ayalon Holdings Ltd. | 8,389 | $1.25M | 0.42% | 00.0% | Unchanged |
| MKT Advisors LLC | 8,267 | $1.25M | 0.94% | +220+2.7% | Added |
| First Command Financial Services, Inc. | 8,387 | $1.25M | 0.17% | −72−0.9% | Reduced |
| First Command Bank | 8,387 | $1.25M | 0.17% | −384−4.4% | Reduced |
| First Dallas Securities Inc. | 8,376 | $1.25M | 0.70% | −224−2.6% | Reduced |
| WealthPLAN Partners, LLC | 8,134 | $1.24M | 0.09% | −1,310−13.9% | Reduced |
| WealthPlan Investment Management, LLC | 8,134 | $1.24M | 0.09% | +8,134 | New |
| CVA Family Office, LLC | 8,347 | $1.24M | 0.30% | +276+3.4% | Added |
| DT Investment Partners, LLC | 8,342 | $1.24M | 0.16% | +1,413+20.4% | Added |
| Archer Investment Corp | 8,331 | $1.24M | 0.44% | 00.0% | Unchanged |
| Ballast, Inc. | 8,335 | $1.24M | 0.48% | +848+11.3% | Added |
| Winthrop Advisory Group LLC | 8,267 | $1.24M | 0.26% | −11−0.1% | Reduced |
| Asset Management Corp | 8,289 | $1.23M | 0.76% | −1,483−15.2% | Reduced |
| Logan Capital Management Inc | 8,278 | $1.23M | 0.06% | +12+0.1% | Added |
| Ami Investment Management Inc | 8,269 | $1.23M | 0.55% | +132+1.6% | Added |
| Bluestein R H & Co | 8,263 | $1.23M | 0.05% | +1,090+15.2% | Added |
| Arden Trust Co | 8,253 | $1.23M | 0.24% | −1,010−10.9% | Reduced |
| Secure Asset Management, LLC | 8,252 | $1.23M | 0.55% | −813−9.0% | Reduced |
| Altfest L J & Co Inc | 8,251 | $1.23M | 0.22% | +59+0.7% | Added |
| Marcum Wealth, LLC | 8,251 | $1.23M | 0.17% | +3,123+60.9% | Added |
| RSM US Wealth Management LLC | 8,198 | $1.22M | 0.06% | −644−7.3% | Reduced |
| Aberdeen Wealth Management LLC | 8,202 | $1.22M | 0.83% | +10.0% | Added |
| Kesler, Norman & Wride, LLC | 8,185 | $1.22M | 0.27% | +236+3.0% | Added |
| Tilia Fiduciary Partners, Inc. | 8,167 | $1.22M | 1.03% | +370+4.7% | Added |
| Paradigm Asset Management Co LLC | 8,162 | $1.22M | 0.32% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 8,155 | $1.21M | 0.15% | −165−2.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 8,148 | $1.21M | 1.32% | +313+4.0% | Added |
| YorkBridge Wealth Partners, LLC | 8,129 | $1.21M | 0.27% | +40.0% | Added |
| Pictet & Cie (Europe) SA | 8,135 | $1.21M | 0.05% | +1,400+20.8% | Added |
| Strengthening Families & Communities, LLC | 8,131 | $1.21M | 0.75% | +1,218+17.6% | Added |
| American State Bank (Iowa) | 8,129 | $1.21M | 0.84% | +207+2.6% | Added |
| San Luis Wealth Advisors LLC | 8,340 | $1.21M | 0.59% | +8,340 | New |
| First National Bank of Hutchinson | 8,077 | $1.20M | 0.70% | −1,228−13.2% | Reduced |
| Eagle Rock Investment Company, LLC | 8,080 | $1.20M | 0.25% | 00.0% | Unchanged |
| TLWM | 8,059 | $1.20M | 0.42% | +640+8.6% | Added |
| Evanson Asset Management, LLC | 8,067 | $1.20M | 0.12% | +202+2.6% | Added |
| Am Investment Strategies LLC | 8,060 | $1.20M | 0.32% | +56+0.7% | Added |
| 44 Wealth Management LLC | 8,028 | $1.20M | 0.43% | +30.0% | Added |
| Patten Group, Inc. | 8,019 | $1.19M | 0.33% | −136−1.7% | Reduced |
| PBMares Wealth Management LLC | 8,003 | $1.19M | 0.73% | +118+1.5% | Added |
| Home Federal Bank of Tennessee | 8,002 | $1.19M | 0.41% | +200+2.6% | Added |
| Beck Bode, LLC | 7,982 | $1.19M | 0.27% | +4,590+135.3% | Added |
| Phoenix Wealth Advisors | 7,663 | $1.19M | 1.23% | +1,065+16.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 7,930 | $1.18M | 0.41% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 7,923 | $1.18M | 0.24% | +61+0.8% | Added |
| Dillon & Associates Inc | 7,904 | $1.18M | 0.22% | −141−1.8% | Reduced |
| Kanawha Capital Management LLC | 7,913 | $1.18M | 0.10% | +490+6.6% | Added |
| Ritholtz Wealth Management | 7,901 | $1.18M | 0.08% | +4+0.1% | Added |
| 626 Financial, LLC | 7,894 | $1.18M | 0.75% | +122+1.6% | Added |
| Cadinha & Co LLC | 7,838 | $1.17M | 0.17% | −111,953−93.5% | Reduced |
| Claro Advisors LLC | 8,051 | $1.17M | 0.42% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,826 | $1.17M | 0.10% | −70−0.9% | Reduced |
| First Community Trust NA | 7,800 | $1.16M | 1.11% | +20+0.3% | Added |