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 |
|---|---|---|---|---|---|
| Pendal Group Limited | 65,740 | $9.79M | 0.08% | −17,234−20.8% | Reduced |
| Webster Bank, N. A. | 65,597 | $9.77M | 1.13% | −697−1.1% | Reduced |
| Monarch Capital Management Inc | 65,455 | $9.75M | 2.58% | −961−1.4% | Reduced |
| Citizens Financial Group Inc | 65,212 | $9.71M | 0.34% | −2,042−3.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 65,089 | $9.69M | 0.21% | −4,679−6.7% | Reduced |
| Rowland & Co Investment Counsel | 65,034 | $9.68M | 2.25% | −1,831−2.7% | Reduced |
| Dorchester Wealth Management Co | 52,032 | $9.68M | 1.55% | −125−0.2% | Reduced |
| TLW Wealth Management, LLC | 64,423 | $9.59M | 5.62% | −307−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 64,126 | $9.58M | 0.71% | −1,408−2.1% | Reduced |
| Holocene Advisors, LP | 64,243 | $9.57M | 0.05% | −647,759−91.0% | Reduced |
| City Holding Co | 64,139 | $9.55M | 1.55% | −186−0.3% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 63,793 | $9.50M | 2.83% | +483+0.8% | Added |
| Brandywine Global Investment Management, LLC | 63,376 | $9.44M | 0.07% | +1,265+2.0% | Added |
| Sigma Planning Corp | 63,339 | $9.43M | 0.28% | −8,606−12.0% | Reduced |
| WoodTrust Financial Corp | 63,266 | $9.42M | 1.91% | +5,271+9.1% | Added |
| American National Bank | 62,775 | $9.35M | 1.86% | +4,147+7.1% | Added |
| Carnegie Capital Asset Management, LLC | 62,729 | $9.34M | 0.34% | −24,397−28.0% | Reduced |
| First Horizon Advisors, Inc. | 62,586 | $9.32M | 0.51% | −77,261−55.2% | Reduced |
| Greenline Partners, LLC | 62,565 | $9.32M | 1.75% | +560+0.9% | Added |
| St Germain D J Co Inc | 62,450 | $9.30M | 0.52% | −771−1.2% | Reduced |
| Managed Asset Portfolios, LLC | 61,460 | $9.15M | 1.25% | +634+1.0% | Added |
| HB Wealth Management, LLC | 60,832 | $9.06M | 0.17% | +10,898+21.8% | Added |
| Northern Oak Wealth Management Inc | 60,826 | $9.06M | 1.11% | +2,903+5.0% | Added |
| Eagle Asset Management Inc | 60,764 | $9.05M | 0.05% | +1,081+1.8% | Added |
| Atria Wealth Solutions, Inc. | 60,687 | $9.04M | 0.15% | +60,687 | New |
| Keb Asset Management, LLC | 60,111 | $8.95M | 5.99% | −2,164−3.5% | Reduced |
| Aptus Capital Advisors, LLC | 60,022 | $8.95M | 0.28% | +17,934+42.6% | Added |
| Patten & Patten Inc | 59,978 | $8.93M | 0.65% | +792+1.3% | Added |
| Greystone Financial Group, LLC | 59,732 | $8.89M | 2.25% | +2,946+5.2% | Added |
| Banco Santander, S.A. | 59,689 | $8.89M | 0.10% | −16,113−21.3% | Reduced |
| Parkside Investments, LLC | 59,650 | $8.88M | 1.74% | +5,950+11.1% | Added |
| TRH Financial, LLC | 59,603 | $8.88M | 2.61% | +9,719+19.5% | Added |
| Foster Victor Wealth Advisors, LLC | 57,129 | $8.85M | 1.21% | +8,536+17.6% | Added |
| Legacy Private Trust Co. | 59,158 | $8.81M | 0.68% | −832−1.4% | Reduced |
| First American Bank | 59,140 | $8.81M | 0.75% | +1,520+2.6% | Added |
| BancorpSouth Bank | 59,137 | $8.81M | 1.10% | −264−0.4% | Reduced |
| CBOE Vest Financial, LLC | 59,077 | $8.80M | 1.60% | +13,236+28.9% | Added |
| Oak Harvest Investment Services | 59,056 | $8.79M | 2.18% | +4,996+9.2% | Added |
| Leuthold Group, LLC | 58,337 | $8.69M | 1.11% | −219−0.4% | Reduced |
| Banque Cantonale Vaudoise | 58,212 | $8.67M | 0.37% | +9,322+19.1% | Added |
| Cetera Advisors LLC | 58,158 | $8.66M | 0.17% | −1,480−2.5% | Reduced |
| Burney Co | 58,075 | $8.65M | 0.40% | −628−1.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 58,024 | $8.64M | 0.12% | −3,708−6.0% | Reduced |
| Motco | 58,021 | $8.64M | 0.56% | +866+1.5% | Added |
| Adviser Investments LLC | 57,098 | $8.50M | 0.55% | +3,506+6.5% | Added |
| Meritage Portfolio Management | 56,961 | $8.48M | 0.53% | +718+1.3% | Added |
| Freemont Management S.A. | 56,600 | $8.43M | 1.27% | +56,600 | New |
| Pacific Global Investment Management CO | 56,155 | $8.36M | 1.64% | +1,414+2.6% | Added |
| Woodline Partners LP | 55,942 | $8.33M | 0.14% | +55,942 | New |
| Avitas Wealth Management LLC | 55,312 | $8.24M | 1.49% | +897+1.6% | Added |
| JustInvest LLC | 55,242 | $8.23M | 0.40% | +16,891+44.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 54,939 | $8.18M | 0.37% | −15,161−21.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 54,783 | $8.16M | 0.30% | −985−1.8% | Reduced |
| Walleye Capital LLC | 54,771 | $8.16M | 0.23% | +54,771 | New |
| Visionary Wealth Advisors | 54,709 | $8.15M | 0.66% | −1,199−2.1% | Reduced |
| American Portfolios Advisors | 54,581 | $8.13M | 0.28% | +1,117+2.1% | Added |
| Stratos Wealth Partners, LTD. | 54,393 | $8.10M | 0.18% | +7,236+15.3% | Added |
| Synergy Financial Management, LLC | 54,161 | $8.07M | 1.94% | −34,707−39.1% | Reduced |
| Cadence Bank NA | 54,019 | $8.04M | 2.24% | −291−0.5% | Reduced |
| American Assets Investment Management, LLC | 54,000 | $8.04M | 0.85% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 53,928 | $8.03M | 1.56% | +150+0.3% | Added |
| Cypress Capital Group | 53,823 | $8.02M | 0.99% | +5,425+11.2% | Added |
| Terry L. Blaker | 53,586 | $7.98M | 0.65% | +295+0.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 53,407 | $7.95M | 0.11% | +103+0.2% | Added |
| Gabelli Funds LLC | 53,400 | $7.95M | 0.05% | −100−0.2% | Reduced |
| First Manhattan Co | 53,324 | $7.94M | 0.03% | +24,531+85.2% | Added |
| Physicians Financial Services, Inc. | 53,117 | $7.91M | 3.02% | +300+0.6% | Added |
| Bellecapital International Ltd. | 53,054 | $7.90M | 2.51% | +4,370+9.0% | Added |
| Bright Rock Capital Management, LLC | 53,000 | $7.89M | 1.86% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 52,765 | $7.86M | 0.18% | −843−1.6% | Reduced |
| New England Asset Management Inc | 52,740 | $7.85M | 0.12% | +290+0.6% | Added |
| AMJ Financial Wealth Management | 52,719 | $7.85M | 3.15% | +32,347+158.8% | Added |
| Waters Parkerson & Co., LLC | 52,660 | $7.84M | 0.44% | −574−1.1% | Reduced |
| Adams Asset Advisors, LLC | 52,610 | $7.83M | 1.15% | +1,317+2.6% | Added |
| Core Alternative Capital | 52,512 | $7.82M | 2.09% | −7,098−11.9% | Reduced |
| Fiduciary Trust Co | 52,416 | $7.80M | 0.14% | −3,948−7.0% | Reduced |
| Ascent Wealth Partners, LLC | 52,316 | $7.79M | 1.46% | +12,995+33.0% | Added |
| Ossiam | 52,218 | $7.78M | 0.20% | +14,034+36.8% | Added |
| Marietta Wealth Management, LLC | 52,105 | $7.76M | 1.62% | +1,311+2.6% | Added |
| RBF Capital, LLC | 51,774 | $7.76M | 0.50% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 52,040 | $7.75M | 0.17% | −1,701−3.2% | Reduced |
| Auxier Asset Management | 52,012 | $7.75M | 1.23% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 51,502 | $7.67M | 1.37% | +1,600+3.2% | Added |
| Executive Wealth Management, LLC | 51,453 | $7.66M | 0.83% | +1,729+3.5% | Added |
| Heritage Trust Co | 50,786 | $7.56M | 1.07% | +484+1.0% | Added |
| Jefferies Group LLC | 50,667 | $7.55M | 0.17% | +20,877+70.1% | Added |
| Kestra Private Wealth Services, LLC | 50,476 | $7.52M | 0.37% | −5,604−10.0% | Reduced |
| Roundview Capital LLC | 50,268 | $7.49M | 0.77% | +1,511+3.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 50,221 | $7.48M | 2.25% | +8,236+19.6% | Added |
| Marble Harbor Investment Counsel, LLC | 49,970 | $7.44M | 0.92% | −1,400−2.7% | Reduced |
| BFSG, LLC | 50,569 | $7.42M | 1.17% | +24,016+90.4% | Added |
| Headinvest, LLC | 49,286 | $7.34M | 1.40% | +49+0.1% | Added |
| Leavell Investment Management, Inc. | 49,030 | $7.33M | 0.50% | +713+1.5% | Added |
| Thoroughbred Financial Services, LLC | 49,083 | $7.31M | 1.19% | +18,357+59.7% | Added |
| Meridian Management Co | 48,767 | $7.26M | 2.30% | −135−0.3% | Reduced |
| River & Mercantile Asset Management LLP | 48,697 | $7.25M | 0.95% | +2,160+4.6% | Added |
| Magellan Asset Management Ltd | 48,585 | $7.24M | 0.03% | +2,052+4.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 48,546 | $7.23M | 1.96% | +100.0% | Added |
| Pettyjohn, Wood & White, Inc | 48,231 | $7.18M | 1.53% | +440+0.9% | Added |
| GHP Investment Advisors, Inc. | 48,165 | $7.17M | 0.47% | +3,171+7.0% | Added |