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 |
|---|---|---|---|---|---|
| Simmons Bank | 92,134 | $13.7M | 1.03% | −1,059−1.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 89,253 | $13.6M | 0.54% | +34,741+63.7% | Added |
| Kentucky Retirement Systems | 90,172 | $13.4M | 0.55% | +1,855+2.1% | Added |
| Wesbanco Bank Inc | 90,072 | $13.4M | 0.51% | −496−0.5% | Reduced |
| Stillwater Capital Advisors, LLC | 89,822 | $13.4M | 2.15% | −872−1.0% | Reduced |
| Farmers Trust Co | 89,671 | $13.4M | 2.87% | +11,854+15.2% | Added |
| Wealthfront Advisers LLC | 89,500 | $13.3M | 0.06% | −10,331−10.3% | Reduced |
| Moors & Cabot, Inc. | 89,470 | $13.3M | 0.82% | −1,688−1.9% | Reduced |
| Guardian Capital Advisors LP | 86,904 | $13.3M | 1.30% | −9,397−9.8% | Reduced |
| Massmutual Trust Co FSB | 89,358 | $13.3M | 0.50% | +12,856+16.8% | Added |
| Citadel Advisors LLC | 89,076 | $13.3M | 0.02% | −1,977,039−95.7% | Reduced |
| Strategic Global Advisors, LLC | 88,171 | $13.1M | 1.92% | +4,186+5.0% | Added |
| CSM Advisors, LLC | 88,026 | $13.1M | 0.91% | −15,440−14.9% | Reduced |
| Cutler Investment Counsel LLC | 87,671 | $13.1M | 1.81% | +2,470+2.9% | Added |
| Venturi Wealth Management, LLC | 87,627 | $13.0M | 1.00% | +4,196+5.0% | Added |
| Exchange Traded Concepts, LLC | 87,408 | $13.0M | 0.26% | +3,231+3.8% | Added |
| Metropolitan Life Insurance Co | 87,301 | $13.0M | 0.46% | −75,530−46.4% | Reduced |
| Atria Investments LLC | 87,137 | $13.0M | 0.23% | +4,936+6.0% | Added |
| LMCG Investments, LLC | 87,003 | $13.0M | 0.75% | +87,003 | New |
| Dodge & Cox | 86,356 | $12.9M | 0.01% | −1,809−2.1% | Reduced |
| Mark Stevens | 86,209 | $12.8M | 1.43% | −509−0.6% | Reduced |
| Bragg Financial Advisors, Inc | 86,177 | $12.8M | 0.75% | +3,865+4.7% | Added |
| First National Bank of Omaha | 86,167 | $12.8M | 0.66% | +14,367+20.0% | Added |
| Brookstone Capital Management | 82,855 | $12.8M | 0.25% | −8,968−9.8% | Reduced |
| Sequoia Financial Advisors, LLC | 85,619 | $12.8M | 0.32% | +41,573+94.4% | Added |
| Edge Wealth Management LLC | 85,340 | $12.7M | 2.50% | +1,624+1.9% | Added |
| TCTC Holdings, LLC | 84,603 | $12.6M | 0.52% | −1,152−1.3% | Reduced |
| Van Hulzen Asset Management, LLC | 84,300 | $12.6M | 1.33% | +9,861+13.2% | Added |
| Cresset Asset Management, LLC | 83,708 | $12.5M | 0.13% | −22,422−21.1% | Reduced |
| Bollard Group LLC | 82,967 | $12.4M | 0.40% | +766+0.9% | Added |
| Ziegler Capital Management, LLC | 82,671 | $12.3M | 0.52% | −3,416−4.0% | Reduced |
| Forbes J M & Co LLP | 82,668 | $12.3M | 1.56% | −60−0.1% | Reduced |
| New Mexico Educational Retirement Board | 82,293 | $12.3M | 0.45% | −5,000−5.7% | Reduced |
| Vontobel Holding Ltd. | 81,682 | $12.2M | 0.11% | +17,831+27.9% | Added |
| Hamel Associates, Inc. | 81,826 | $12.2M | 4.33% | +180.0% | Added |
| MAI Capital Management | 81,764 | $12.2M | 0.21% | −1,380−1.7% | Reduced |
| Atwood & Palmer Inc | 81,764 | $12.2M | 1.05% | +1,491+1.9% | Added |
| CWA Asset Management Group, LLC | 81,750 | $12.2M | 0.93% | +389+0.5% | Added |
| Marco Investment Management LLC | 81,599 | $12.2M | 1.23% | +8,175+11.1% | Added |
| Susquehanna Fundamental Investments, LLC | 81,520 | $12.1M | 0.24% | +81,520 | New |
| Gotham Asset Management, LLC | 80,934 | $12.1M | 0.37% | −58,666−42.0% | Reduced |
| Montag A & Associates Inc | 80,847 | $12.0M | 0.64% | −1,602−1.9% | Reduced |
| Segall Bryant & Hamill, LLC | 80,660 | $12.0M | 0.11% | −2,386−2.9% | Reduced |
| Parthenon LLC | 80,500 | $12.0M | 1.74% | +730+0.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 80,295 | $12.0M | 0.64% | −99,480−55.3% | Reduced |
| ExodusPoint Capital Management, LP | 80,195 | $11.9M | 0.17% | −116,317−59.2% | Reduced |
| National Asset Management, Inc. | 80,151 | $11.9M | 0.39% | −4,251−5.0% | Reduced |
| Lee Danner & Bass Inc | 80,148 | $11.9M | 1.02% | +1,085+1.4% | Added |
| Stonebridge Capital Advisors LLC | 80,142 | $11.9M | 1.29% | +5,935+8.0% | Added |
| Meeder Asset Management Inc | 80,087 | $11.9M | 0.58% | +80,087 | New |
| Aigen Investment Management, LP | 78,995 | $11.8M | 2.03% | −14,506−15.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 78,339 | $11.7M | 0.19% | +235+0.3% | Added |
| Crossmark Global Holdings, Inc. | 78,246 | $11.7M | 0.26% | +199+0.3% | Added |
| Brown Brothers Harriman & Co | 77,911 | $11.6M | 0.08% | +274+0.4% | Added |
| CCM Investment Advisers LLC | 77,688 | $11.6M | 1.58% | −5,732−6.9% | Reduced |
| Lynch & Associates | 77,626 | $11.6M | 2.80% | +347+0.4% | Added |
| Fiduciary Group LLC | 77,788 | $11.5M | 1.52% | +2,838+3.8% | Added |
| Advisory Services Network, LLC | 76,871 | $11.4M | 0.34% | −5,174−6.3% | Reduced |
| WS Management LLLP | 76,768 | $11.4M | 1.37% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 76,133 | $11.3M | 1.73% | +1,779+2.4% | Added |
| Te Ahumairangi Investment Management Ltd | 75,914 | $11.3M | 1.54% | +2,470+3.4% | Added |
| United Services Automobile Association | 75,708 | $11.3M | 0.21% | −101,346−57.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 75,593 | $11.3M | 0.21% | +147+0.2% | Added |
| Oppenheimer Asset Management Inc. | 75,268 | $11.2M | 0.16% | +3,832+5.4% | Added |
| Foster & Motley Inc | 75,191 | $11.2M | 0.88% | −3,659−4.6% | Reduced |
| Pacer Advisors, Inc. | 75,103 | $11.2M | 0.09% | −1,719−2.2% | Reduced |
| First National Trust Co | 74,559 | $11.1M | 0.58% | +3,195+4.5% | Added |
| Shelter Mutual Insurance Co | 74,372 | $11.1M | 2.90% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 73,774 | $11.0M | 0.15% | −866−1.2% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 73,544 | $11.0M | 0.59% | −30,420−29.3% | Reduced |
| First Nebraska Trust Co | 72,656 | $10.8M | 1.28% | −164−0.2% | Reduced |
| Tompkins Financial Corp | 72,319 | $10.8M | 1.52% | +8,786+13.8% | Added |
| Seeyond | 71,915 | $10.7M | 1.07% | +15,721+28.0% | Added |
| Mastrapasqua Asset Management Inc | 71,830 | $10.7M | 1.20% | −5,580−7.2% | Reduced |
| Whitener Capital Management, Inc. | 71,720 | $10.7M | 4.01% | −708−1.0% | Reduced |
| Shell Asset Management Co | 71,454 | $10.6M | 0.25% | −1,961−2.7% | Reduced |
| Ashfield Capital Partners, LLC | 71,206 | $10.6M | 0.69% | −72−0.1% | Reduced |
| Lido Advisors, LLC | 71,140 | $10.6M | 0.20% | +2,736+4.0% | Added |
| Allen Investment Management LLC | 70,394 | $10.5M | 0.14% | −2,028−2.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 70,300 | $10.5M | 0.42% | −45,200−39.1% | Reduced |
| Callahan Advisors, LLC | 69,955 | $10.4M | 1.19% | +1,173+1.7% | Added |
| Segment Wealth Management, LLC | 69,957 | $10.4M | 1.07% | +5,284+8.2% | Added |
| Prospera Financial Services Inc | 69,910 | $10.4M | 0.44% | +2,236+3.3% | Added |
| Holloway Wealth Management, LLC | – | $10.4M | 2.97% | – | – |
| Tower Bridge Advisors | 69,654 | $10.4M | 0.69% | −13,763−16.5% | Reduced |
| Franklin Street Advisors Inc | 69,606 | $10.4M | 0.84% | +1,476+2.2% | Added |
| Spearhead Capital Advisors, LLC | 69,434 | $10.3M | 1.28% | +2,887+4.3% | Added |
| Arvest Trust Co N A | 69,216 | $10.3M | 0.57% | +2,188+3.3% | Added |
| Buckhead Capital Management LLC | 68,848 | $10.3M | 2.22% | +4,018+6.2% | Added |
| Great Lakes Advisors, LLC | 68,169 | $10.2M | 0.17% | +55,838+452.8% | Added |
| Richard C. Young & CO., LTD. | 67,717 | $10.1M | 1.29% | −2,277−3.3% | Reduced |
| Hantz Financial Services, Inc. | 67,622 | $10.1M | 0.30% | +4,360+6.9% | Added |
| BKD Wealth Advisors, LLC | 67,310 | $10.0M | 0.42% | +1,500+2.3% | Added |
| CV Advisors LLC | 67,134 | $10.0M | 7.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 66,770 | $9.94M | 0.09% | −22,293−25.0% | Reduced |
| Bridgeway Capital Management, LLC | 66,619 | $9.92M | 0.19% | −5,650−7.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 66,621 | $9.92M | 0.37% | −3,698−5.3% | Reduced |
| Parsec Financial Management, Inc. | 66,548 | $9.91M | 0.42% | −2,558−3.7% | Reduced |
| Dowling & Yahnke LLC | 66,425 | $9.89M | 0.43% | −236−0.4% | Reduced |
| Advisor Partners LLC | 66,384 | $9.89M | 0.62% | +245+0.4% | Added |