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; 4,426 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Summit Global Investments | 162,631 | $24.2M | 1.78% | −53,613−24.8% | Reduced |
| Community Trust & Investment Co | 159,540 | $23.8M | 2.10% | +1,984+1.3% | Added |
| ClariVest Asset Management LLC | 158,660 | $23.6M | 0.93% | +6,300+4.1% | Added |
| Country Club Bank | 157,402 | $23.6M | 2.05% | +157,402 | New |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,700 | $23.5M | 0.21% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 156,238 | $23.3M | 0.55% | +128,111+455.5% | Added |
| Norinchukin Bank, The | 155,935 | $23.2M | 0.31% | +8,310+5.6% | Added |
| Abner Herrman & Brock LLC | 155,743 | $23.2M | 3.26% | −816−0.5% | Reduced |
| Farmers & Merchants Investments Inc | 155,431 | $23.1M | 0.88% | +253+0.2% | Added |
| Guggenheim Capital LLC | 155,207 | $23.1M | 0.14% | −55,078−26.2% | Reduced |
| Balyasny Asset Management LLC | 154,722 | $23.0M | 0.10% | −458,065−74.8% | Reduced |
| NFJ Investment Group, LLC | 154,196 | $23.0M | 0.47% | −540.0% | Reduced |
| Welch & Forbes LLC | 152,325 | $22.7M | 0.36% | +8,102+5.6% | Added |
| Raymond James Trust N.A. | 149,762 | $22.3M | 0.69% | +4,015+2.8% | Added |
| Cetera Advisor Networks LLC | 147,674 | $22.0M | 0.27% | −627−0.4% | Reduced |
| Aaron Wealth Advisors | 3,224,266 | $21.7M | 0.44% | +3,202,747+14,883.3% | Added |
| Argent Trust Co | 145,257 | $21.6M | 1.32% | −304−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 144,463 | $21.6M | 0.38% | +3,157+2.2% | Added |
| Bartlett & Co. LLC | 144,463 | $21.6M | 0.38% | +3,157+2.2% | Added |
| Hartford Investment Management Co | 141,203 | $21.0M | 0.55% | −10,599−7.0% | Reduced |
| Spire Wealth Management | 140,969 | $21.0M | 0.56% | −9,619−6.4% | Reduced |
| Capital Fund Management S.A. | 140,060 | $20.9M | 0.56% | −262,950−65.2% | Reduced |
| Gabalex Capital Management LLC | 140,000 | $20.8M | 9.61% | +15,000+12.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 137,188 | $20.4M | 0.07% | −474,300−77.6% | Reduced |
| Anchor Capital Advisors LLC | 136,549 | $20.3M | 0.43% | +260+0.2% | Added |
| NN Investment Partners Holdings N.V. | 136,219 | $20.3M | 0.11% | +4,484+3.4% | Added |
| Tiaa, FSB | 136,516 | $20.3M | 0.07% | −35,124−20.5% | Reduced |
| Rockland Trust Co | 135,503 | $20.2M | 1.28% | +2,495+1.9% | Added |
| Prudential PLC | 134,830 | $20.1M | 0.29% | +56,678+72.5% | Added |
| Vident Investment Advisory, LLC | 134,602 | $20.0M | 0.52% | +109,094+427.7% | Added |
| Destination Wealth Management | 132,448 | $19.7M | 0.73% | +1,255+1.0% | Added |
| Heritage Wealth Advisors | 129,991 | $19.4M | 1.07% | +10,074+8.4% | Added |
| Azimuth Capital Management LLC | 129,867 | $19.3M | 0.83% | −3,618−2.7% | Reduced |
| Salem Investment Counselors Inc | 129,713 | $19.3M | 0.76% | −1,710−1.3% | Reduced |
| GWM Advisors LLC | 129,638 | $19.3M | 0.33% | −1,559−1.2% | Reduced |
| Brown Advisory Inc | 128,979 | $19.2M | 0.03% | −358−0.3% | Reduced |
| Novare Capital Management LLC | 124,854 | $18.6M | 1.98% | +119+0.1% | Added |
| Northwest & Ethical Investments L.P. | 124,500 | $18.5M | 0.59% | +1,035+0.8% | Added |
| GW Henssler & Associates Ltd | 123,122 | $18.3M | 1.11% | +964+0.8% | Added |
| Swiss Life Asset Management Ltd | 123,117 | $18.3M | 0.26% | −24,157−16.4% | Reduced |
| Beck Mack & Oliver LLC | 122,994 | $18.3M | 0.46% | −1,271−1.0% | Reduced |
| Greenwood Gearhart Inc | 122,994 | $18.3M | 2.51% | −309−0.3% | Reduced |
| D.A. Davidson & Co. | 121,167 | $18.0M | 0.20% | +3,009+2.5% | Added |
| Ferguson Wellman Capital Management, Inc | 120,023 | $17.9M | 0.56% | −2,288−1.9% | Reduced |
| Capital Investment Counsel, Inc | 119,482 | $17.8M | 3.70% | −7,307−5.8% | Reduced |
| Dana Investment Advisors, Inc. | 119,304 | $17.8M | 0.82% | −8,223−6.4% | Reduced |
| Pinnacle Associates Ltd | 119,203 | $17.8M | 0.31% | +2,270+1.9% | Added |
| Snowden Capital Advisors LLC | 118,871 | $17.7M | 0.71% | +53,400+81.6% | Added |
| Easterly Investment Partners LLC | 117,426 | $17.5M | 1.32% | +7,239+6.6% | Added |
| Elo Mutual Pension Insurance Co | 116,511 | $17.4M | 0.50% | +648+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 115,885 | $17.3M | 0.08% | +43,044+59.1% | Added |
| Securian Asset Management, Inc | 115,422 | $17.2M | 0.34% | −2,115−1.8% | Reduced |
| Synovus Financial Corp | 115,368 | $17.2M | 0.18% | −17,197−13.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 114,932 | $17.1M | 0.33% | +11,339+10.9% | Added |
| Whittier Trust Co | 114,310 | $17.0M | 0.29% | +1,217+1.1% | Added |
| Oregon Public Employees Retirement Fund | 114,127 | $17.0M | 0.17% | −9,464−7.7% | Reduced |
| Peapack Gladstone Financial Corp | 113,747 | $16.9M | 0.33% | +537+0.5% | Added |
| Ameliora Wealth Management Ltd. | 122,931 | $16.8M | 11.08% | +4,825+4.1% | Added |
| Hartline Investment Corp | 117,473 | $16.6M | 2.11% | +49,285+72.3% | Added |
| Independent Advisor Alliance | 110,960 | $16.5M | 0.80% | −404−0.4% | Reduced |
| Samlyn Capital, LLC | 110,825 | $16.5M | 0.25% | +46,573+72.5% | Added |
| Sandy Spring Bank | 109,871 | $16.4M | 0.83% | −1,062−1.0% | Reduced |
| Asset Advisors Investment Management, LLC | 109,795 | $16.4M | 1.82% | +2,334+2.2% | Added |
| Maryland State Retirement & Pension System | 109,490 | $16.3M | 0.44% | −700−0.6% | Reduced |
| CapWealth Advisors, LLC | 108,022 | $16.1M | 1.65% | +902+0.8% | Added |
| Washington Trust Co | 107,957 | $16.1M | 0.64% | +9,062+9.2% | Added |
| HM Payson & Co | 107,666 | $16.0M | 0.36% | −2,960−2.7% | Reduced |
| Lathrop Investment Management Corp | 107,228 | $16.0M | 3.37% | −1,278−1.2% | Reduced |
| Overbrook Management Corp | 106,743 | $15.9M | 3.52% | −2,098−1.9% | Reduced |
| Nicola Wealth Management Ltd. | 106,000 | $15.8M | 1.39% | −54,000−33.8% | Reduced |
| Empirical Capital Management, LLC | 105,000 | $15.6M | 14.82% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 104,872 | $15.6M | 0.21% | +6,546+6.7% | Added |
| Brookfield Asset Management Inc. | 103,916 | $15.5M | 0.06% | +47,108+82.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 103,637 | $15.4M | 0.54% | +1,055+1.0% | Added |
| Jones Road Capital Management, L.P. | 101,525 | $15.1M | 9.01% | 00.0% | Unchanged |
| Northeast Investment Management | 101,372 | $15.1M | 0.79% | +3,307+3.4% | Added |
| Erste Asset Management GmbH | 101,565 | $15.1M | 0.29% | −107,804−51.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 100,873 | $15.0M | 0.15% | −4,390−4.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 100,786 | $15.0M | 0.33% | +559+0.6% | Added |
| Westchester Capital Management, Inc. | 100,416 | $15.0M | 3.86% | −219−0.2% | Reduced |
| Alyeska Investment Group, L.P. | 100,000 | $14.9M | 0.16% | +100,000 | New |
| Asahi Life Asset Management Co., Ltd. | 99,742 | $14.9M | 2.05% | +1,736+1.8% | Added |
| South State Corp. | 99,289 | $14.8M | 1.18% | +2,098+2.2% | Added |
| Distillate Capital Partners LLC | 99,057 | $14.8M | 2.10% | +99,057 | New |
| Lockheed Martin Investment Management Co | 98,930 | $14.7M | 0.81% | +21,290+27.4% | Added |
| MUFG Americas Holdings Corp | 96,552 | $14.4M | 0.28% | +2,002+2.1% | Added |
| Staley Capital Advisers Inc | 96,274 | $14.3M | 0.72% | +103+0.1% | Added |
| SeaTown Holdings Pte. Ltd. | 96,000 | $14.3M | 1.06% | +96,000 | New |
| Nomura Holdings Inc | 97,171 | $14.3M | 0.11% | −31,779−24.6% | Reduced |
| Louisiana State Employees Retirement System | 89,300 | $14.3M | 0.34% | +200+0.2% | Added |
| James Investment Research Inc | 95,465 | $14.2M | 1.49% | −21,732−18.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 95,401 | $14.2M | 0.78% | +14,827+18.4% | Added |
| Prime Capital Investment Advisors, LLC | 98,026 | $14.2M | 0.79% | −59−0.1% | Reduced |
| General American Investors Co Inc | 95,140 | $14.2M | 1.16% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 94,489 | $14.1M | 0.40% | −3,934−4.0% | Reduced |
| Calamos Wealth Management LLC | 93,999 | $14.0M | 1.05% | +3,409+3.8% | Added |
| FineMark National Bank & Trust | 93,701 | $14.0M | 0.56% | +2,534+2.8% | Added |
| BTC Capital Management, Inc. | 93,581 | $13.9M | 1.38% | −2,309−2.4% | Reduced |
| Sonora Investment Management Group, LLC | 93,174 | $13.9M | 1.57% | +3,514+3.9% | Added |
| Cambridge Trust Co | 92,482 | $13.8M | 0.48% | +7,993+9.5% | Added |