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 |
|---|---|---|---|---|---|
| First Personal Financial Services | 48,157 | $7.17M | 1.67% | +346+0.7% | Added |
| Barbara Oil Co. | 48,000 | $7.15M | 3.27% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 47,817 | $7.12M | 0.35% | −3,327−6.5% | Reduced |
| Cerity Partners LLC | 51,226 | $7.11M | 0.11% | +21,933+74.9% | Added |
| Colonial Trust Advisors | 47,685 | $7.10M | 0.84% | +1,546+3.4% | Added |
| AMP Capital Investors Ltd | 47,500 | $7.07M | 0.30% | +47,500 | New |
| Toth Financial Advisory Corp | 47,371 | $7.05M | 1.05% | +1,498+3.3% | Added |
| One Capital Management, LLC | 47,373 | $7.05M | 0.37% | +2,405+5.3% | Added |
| Covington Capital Management | 47,338 | $7.05M | 0.25% | −618−1.3% | Reduced |
| AlphaStar Capital Management, LLC | 47,246 | $7.04M | 0.57% | −1,966−4.0% | Reduced |
| Boston Research & Management Inc | 46,885 | $6.98M | 2.03% | −488−1.0% | Reduced |
| Xcel Wealth Management, LLC | 46,882 | $6.98M | 1.91% | +6,315+15.6% | Added |
| B. Riley Wealth Management, Inc. | 46,843 | $6.98M | 0.54% | −4,909−9.5% | Reduced |
| Carret Asset Management, LLC | 46,680 | $6.95M | 0.80% | −179−0.4% | Reduced |
| Cardinal Capital Management | 46,416 | $6.91M | 1.40% | +1,235+2.7% | Added |
| Squarepoint Ops LLC | 46,277 | $6.89M | 0.05% | −272,058−85.5% | Reduced |
| First Interstate Bank | 46,227 | $6.88M | 0.65% | +3,388+7.9% | Added |
| Allied Investment Advisors, LLC | 46,213 | $6.88M | 2.24% | +3,684+8.7% | Added |
| Cubist Systematic Strategies, LLC | 46,200 | $6.88M | 0.06% | −154,270−77.0% | Reduced |
| Allstate Corp | 45,948 | $6.84M | 0.18% | −74,690−61.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 45,935 | $6.84M | 0.62% | −3,548−7.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 45,776 | $6.82M | 3.49% | +37,948+484.8% | Added |
| Atwater Malick LLC | 45,560 | $6.79M | 3.28% | +1,874+4.3% | Added |
| Level Four Advisory Services, LLC | 45,424 | $6.76M | 0.53% | −756−1.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 45,033 | $6.74M | 1.60% | +388+0.9% | Added |
| Northwest Bancshares, Inc. | 45,219 | $6.73M | 1.29% | +1,691+3.9% | Added |
| Community Bank, N.A. | 44,935 | $6.69M | 0.83% | +1,349+3.1% | Added |
| Bridgecreek Investment Management, LLC | 44,885 | $6.68M | 0.99% | +11,415+34.1% | Added |
| Caldwell Trust Co | 44,557 | $6.64M | 0.79% | +134+0.3% | Added |
| Richard Bernstein Advisors LLC | 44,512 | $6.63M | 0.13% | 00.0% | Unchanged |
| United Fire Group Inc | 44,500 | $6.63M | 3.41% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 44,368 | $6.61M | 0.79% | +885+2.0% | Added |
| Associated Banc-Corp | 44,166 | $6.58M | 0.25% | −434−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 44,157 | $6.58M | 0.24% | +860+2.0% | Added |
| Advisors Capital Management, LLC | 44,079 | $6.56M | 0.18% | −83,640−65.5% | Reduced |
| Sitrin Capital Management LLC | 44,079 | $6.56M | 3.29% | +161+0.4% | Added |
| Graypoint LLC | 43,618 | $6.50M | 0.64% | +548+1.3% | Added |
| Signaturefd, LLC | 43,443 | $6.47M | 0.19% | +773+1.8% | Added |
| Strategic Wealth Advisors Group, LLC | 43,112 | $6.45M | 0.25% | +6,104+16.5% | Added |
| Hayek Kallen Investment Management | 43,239 | $6.44M | 2.38% | −479−1.1% | Reduced |
| Geneos Wealth Management Inc. | 43,019 | $6.41M | 0.28% | −4,699−9.8% | Reduced |
| Natixis Investment Managers International | 42,866 | $6.38M | 0.11% | +42,866 | New |
| Weik Capital Management | 42,830 | $6.38M | 2.52% | +310+0.7% | Added |
| Bank of the West | 42,631 | $6.35M | 0.66% | −505−1.2% | Reduced |
| Frontier Wealth Management LLC | 41,398 | $6.34M | 0.08% | +1,858+4.7% | Added |
| Strategic Blueprint, LLC | 42,537 | $6.33M | 0.74% | +10,882+34.4% | Added |
| Desjardins Global Asset Management Inc. | 42,503 | $6.33M | 0.55% | −4,137−8.9% | Reduced |
| Veritable, L.P. | 42,446 | $6.32M | 0.10% | +1,713+4.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 42,423 | $6.32M | 0.91% | +1,346+3.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 42,333 | $6.30M | 0.03% | −82,994−66.2% | Reduced |
| Artemis Investment Management LLP | 42,311 | $6.29M | 0.05% | −106,259−71.5% | Reduced |
| Eagle Global Advisors LLC | 42,215 | $6.29M | 0.39% | +695+1.7% | Added |
| Opus Investment Management Inc | 42,000 | $6.25M | 0.96% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 41,989 | $6.25M | 0.22% | +2,227+5.6% | Added |
| Woodstock Corp | 41,882 | $6.24M | 0.73% | −910−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 41,757 | $6.22M | 0.55% | +3,083+8.0% | Added |
| MMBG Investment Advisors Co. | 41,697 | $6.21M | 0.65% | +1,635+4.1% | Added |
| Mader & Shannon Wealth Management, Inc. | 41,635 | $6.20M | 3.37% | +8,832+26.9% | Added |
| Keeler Thomas Management LLC | 41,518 | $6.18M | 2.97% | +2,809+7.3% | Added |
| TD Private Client Wealth LLC | 41,398 | $6.16M | 0.26% | −3,290−7.4% | Reduced |
| LS Investment Advisors, LLC | 41,385 | $6.16M | 0.98% | +21,370+106.8% | Added |
| Family Management Corp | 41,325 | $6.15M | 1.71% | −249−0.6% | Reduced |
| Covington Investment Advisors Inc. | 41,261 | $6.14M | 1.28% | +150.0% | Added |
| Rice Partnership, LLC | 40,734 | $6.07M | 1.75% | +1,067+2.7% | Added |
| Laurel Wealth Advisors LLC | 40,702 | $6.06M | 1.30% | +362+0.9% | Added |
| GAM Holding AG | 40,423 | $6.02M | 0.30% | +40,423 | New |
| Picton Mahoney Asset Management | 40,391 | $6.01M | 0.22% | −16,973−29.6% | Reduced |
| Nwam LLC | 40,362 | $6.01M | 0.46% | +9,032+28.8% | Added |
| Cohen Klingenstein LLC | 40,300 | $6.00M | 0.25% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 40,116 | $6.00M | 0.09% | −5,178−11.4% | Reduced |
| Nwi Management LP | 40,000 | $5.96M | 1.05% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $5.96M | 0.81% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 39,866 | $5.94M | 0.47% | +847+2.2% | Added |
| O'Brien Greene & Co. Inc | 39,690 | $5.91M | 1.95% | +866+2.2% | Added |
| Qube Research & Technologies Ltd | 39,663 | $5.91M | 0.05% | −188,993−82.7% | Reduced |
| Boston Partners | 39,652 | $5.91M | 0.01% | +39,652 | New |
| Veriti Management LLC | 39,644 | $5.90M | 0.72% | +928+2.4% | Added |
| SlateStone Wealth, LLC | 39,438 | $5.87M | 1.31% | +321+0.8% | Added |
| Toroso Investments, LLC | 39,290 | $5.85M | 0.17% | −13,703−25.9% | Reduced |
| Quantinno Capital Management LP | 39,178 | $5.83M | 0.89% | −5,115−11.5% | Reduced |
| Wetherby Asset Management Inc | 39,175 | $5.83M | 0.33% | +777+2.0% | Added |
| Constitution Capital LLC | 38,959 | $5.80M | 3.18% | +88+0.2% | Added |
| King Wealth | 38,888 | $5.79M | 1.14% | +185+0.5% | Added |
| Pinnacle Financial Partners Inc | 38,810 | $5.78M | 0.18% | +812+2.1% | Added |
| Everence Capital Management Inc | 38,680 | $5.76M | 0.44% | +3,250+9.2% | Added |
| Parallel Advisors, LLC | 38,369 | $5.75M | 0.23% | +11,787+44.3% | Added |
| Griffin Asset Management, Inc. | 38,565 | $5.74M | 0.74% | −925−2.3% | Reduced |
| Csenge Advisory Group | 38,405 | $5.72M | 0.45% | +25,031+187.2% | Added |
| Iyo Bank, Ltd. | 38,340 | $5.71M | 1.69% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 36,255 | $5.71M | 1.05% | +657+1.8% | Added |
| Valeo Financial Advisors, LLC | 38,188 | $5.69M | 0.29% | +4,866+14.6% | Added |
| Charter Trust Co | 38,178 | $5.68M | 0.51% | +2,367+6.6% | Added |
| Greenleaf Trust | 38,125 | $5.68M | 0.07% | −1,410−3.6% | Reduced |
| O'Shares Investment Advisers, LLC | 38,025 | $5.66M | 0.45% | +2,121+5.9% | Added |
| Ally Financial Inc. | 38,000 | $5.66M | 0.65% | 00.0% | Unchanged |
| HAP Trading, LLC | 37,919 | $5.65M | 0.64% | −7,138−15.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 37,715 | $5.62M | 0.38% | −2,779−6.9% | Reduced |
| Fundamentun, LLC | 37,637 | $5.61M | 0.93% | +1,602+4.4% | Added |
| Advanced Asset Management Advisors Inc | 37,554 | $5.59M | 1.23% | −680−1.8% | Reduced |
| Hourglass Capital, LLC | 37,405 | $5.57M | 1.74% | +4,005+12.0% | Added |