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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 29,175 | $4.34M | 0.11% | +2,360+8.8% | Added |
| Rothschild Investment Corp | 29,107 | $4.33M | 0.34% | −399−1.4% | Reduced |
| DuPont Capital Management Corp | 29,093 | $4.33M | 0.17% | −4,477−13.3% | Reduced |
| Millennium Capital Advisors, LLC | 29,037 | $4.32M | 3.49% | −33−0.1% | Reduced |
| SignalPoint Asset Management, LLC | 28,990 | $4.32M | 1.37% | −529−1.8% | Reduced |
| NBT Bank N A | 28,873 | $4.30M | 0.57% | +35+0.1% | Added |
| Venture Visionary Partners LLC | 28,849 | $4.30M | 0.29% | +167+0.6% | Added |
| Resources Management Corp | 28,838 | $4.29M | 0.60% | +626+2.2% | Added |
| Walter & Keenan Financial Consulting Co | 28,816 | $4.29M | 1.46% | +380+1.3% | Added |
| Annandale Capital, LLC | 28,694 | $4.27M | 1.69% | −429−1.5% | Reduced |
| United Capital Management of KS, Inc. | 28,692 | $4.27M | 1.66% | +823+3.0% | Added |
| Butensky & Cohen Financial Security, Inc | 28,690 | $4.27M | 1.50% | +836+3.0% | Added |
| Independent Financial Group, LLC | 28,656 | $4.27M | 0.35% | +1,116+4.1% | Added |
| FAI Wealth Management | 28,522 | $4.25M | 3.44% | −110−0.4% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 28,507 | $4.23M | 0.75% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 28,391 | $4.23M | 0.03% | +82+0.3% | Added |
| Fund Management at Engine No. 1 LLC | 28,328 | $4.22M | 1.06% | +28,328 | New |
| Ameritas Advisory Services, LLC | 28,286 | $4.21M | 0.15% | +101+0.4% | Added |
| Gamco Investors, Inc. Et Al | 28,191 | $4.20M | 0.04% | −892−3.1% | Reduced |
| Financial & Tax Architects, LLC | 28,181 | $4.20M | 1.58% | +2,391+9.3% | Added |
| Capital City Trust Co | 28,170 | $4.20M | 1.21% | −123−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 28,166 | $4.19M | 0.28% | −538−1.9% | Reduced |
| Comerica Securities,inc. | 28,061 | $4.19M | 0.28% | +2,791+11.0% | Added |
| Pariax, LLC | 28,139 | $4.19M | 3.98% | +3,621+14.8% | Added |
| Perfromance Wealth Partners, LLC | 28,049 | $4.18M | 0.18% | −913−3.2% | Reduced |
| Corient Capital Partners, LLC | 28,052 | $4.18M | 0.28% | +2,936+11.7% | Added |
| IronBridge Private Wealth, LLC | 27,918 | $4.16M | 2.57% | +27,918 | New |
| Robbins Farley LLC | 27,858 | $4.15M | 3.12% | −140−0.5% | Reduced |
| Balentine LLC | 27,846 | $4.15M | 0.14% | +13,834+98.7% | Added |
| Sowell Financial Services LLC | 27,820 | $4.14M | 0.72% | −256,255−90.2% | Reduced |
| Keel Point, LLC | 27,732 | $4.13M | 0.63% | +1,419+5.4% | Added |
| Windward Capital Management Co | 27,654 | $4.12M | 0.37% | −331−1.2% | Reduced |
| Texas Yale Capital Corp. | 27,617 | $4.11M | 0.22% | +1,225+4.6% | Added |
| Red Door Wealth Management, LLC | 27,577 | $4.11M | 1.38% | +2,234+8.8% | Added |
| Silvant Capital Management LLC | 27,383 | $4.09M | 0.78% | −1,255−4.4% | Reduced |
| Evercore Wealth Management, LLC | 27,422 | $4.08M | 0.07% | −16,223−37.2% | Reduced |
| Asset Dedication, LLC | 27,479 | $4.08M | 0.45% | +718+2.7% | Added |
| Gamble Jones Investment Counsel | 27,370 | $4.08M | 0.25% | −394−1.4% | Reduced |
| HYA Advisors, Inc | 27,360 | $4.07M | 1.41% | +27+0.1% | Added |
| Laffer Tengler Investments | 27,339 | $4.07M | 1.23% | −1,548−5.4% | Reduced |
| Leonteq Securities AG | 27,257 | $4.06M | 0.18% | +16,284+148.4% | Added |
| Strategy Asset Managers LLC | 27,249 | $4.06M | 0.88% | +3,496+14.7% | Added |
| Reuter James Wealth Management, LLC | 27,239 | $4.06M | 1.62% | −1,718−5.9% | Reduced |
| Somerset Trust Co | 27,231 | $4.05M | 1.57% | +73+0.3% | Added |
| Deseret Mutual Benefit Administrators | 27,212 | $4.05M | 0.81% | −2,086−7.1% | Reduced |
| Empirical Finance, LLC | 27,157 | $4.04M | 0.45% | +2,986+12.4% | Added |
| Raab & Moskowitz Asset Management LLC | 27,121 | $4.04M | 1.38% | +82+0.3% | Added |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $4.04M | 2.56% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 27,002 | $4.02M | 0.29% | +1,929+7.7% | Added |
| EP Wealth Advisors, LLC | 26,953 | $4.01M | 0.09% | +553+2.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,947 | $4.01M | 0.87% | +793+3.0% | Added |
| Jackson Hole Capital Partners, LLC | 26,896 | $4.00M | 1.15% | +966+3.7% | Added |
| Bank of Hawaii | 26,844 | $4.00M | 0.22% | +1,090+4.2% | Added |
| Ar Asset Management Inc | 26,800 | $3.99M | 1.01% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 26,757 | $3.98M | 1.15% | +452+1.7% | Added |
| Inscription Capital, LLC | 26,544 | $3.97M | 1.13% | −477−1.8% | Reduced |
| Hodges Capital Management Inc. | 26,624 | $3.96M | 0.32% | −6,821−20.4% | Reduced |
| Capital Analysts, LLC | 26,617 | $3.96M | 0.25% | +210+0.8% | Added |
| Quest Investment Management LLC | 26,580 | $3.96M | 0.38% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 26,525 | $3.95M | 0.31% | +2,200+9.0% | Added |
| Wills Financial Group, Inc. | 26,517 | $3.95M | 1.66% | −2,211−7.7% | Reduced |
| RBA Wealth Management, LLC | 26,479 | $3.94M | 1.89% | +1,350+5.4% | Added |
| Horan Capital Advisors, LLC. | 26,359 | $3.92M | 1.58% | +628+2.4% | Added |
| Patton Albertson Miller Group, LLC | 26,345 | $3.92M | 0.67% | +855+3.4% | Added |
| Moloney Securities Asset Management, LLC | 26,048 | $3.88M | 0.75% | +6,463+33.0% | Added |
| Confluence Wealth Services, Inc. | 25,790 | $3.84M | 1.39% | −90−0.3% | Reduced |
| Journey Advisory Group, LLC | 25,579 | $3.81M | 0.96% | −900−3.4% | Reduced |
| Stratos Wealth Advisors, LLC | 25,575 | $3.81M | 0.31% | −600−2.3% | Reduced |
| Radnor Capital Management, LLC | 25,550 | $3.81M | 0.95% | −300−1.2% | Reduced |
| Lincoln National Corp | 25,475 | $3.79M | 0.08% | −7,410−22.5% | Reduced |
| Financial Advisory Partners, LLC | 25,436 | $3.79M | 1.40% | +2,209+9.5% | Added |
| Bahl & Gaynor Inc | 25,397 | $3.78M | 0.03% | −10,000−28.3% | Reduced |
| Institutional & Family Asset Management, LLC | 25,279 | $3.77M | 0.59% | +461+1.9% | Added |
| Ameritas Investment Partners, Inc. | 25,249 | $3.76M | 0.14% | −621−2.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 25,197 | $3.75M | 0.21% | +2,489+11.0% | Added |
| Cigna Investments Inc | 25,189 | $3.75M | 0.46% | −7,375−22.6% | Reduced |
| Arrow Financial Corp | 25,149 | $3.74M | 0.45% | −173−0.7% | Reduced |
| Kavar Capital Partners Group, LLC | 25,064 | $3.73M | 0.81% | +1,150+4.8% | Added |
| LaFleur & Godfrey LLC | 25,018 | $3.73M | 0.50% | +155+0.6% | Added |
| Centerstone Investors, LLC | 25,000 | $3.72M | 3.86% | +25,000 | New |
| Clearstead Advisors, LLC | 24,950 | $3.72M | 0.25% | +825+3.4% | Added |
| Birinyi Associates Inc | 24,800 | $3.69M | 1.27% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 24,791 | $3.69M | 1.25% | +1,805+7.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,743 | $3.69M | 0.20% | +1,933+8.5% | Added |
| Old National Bancorp | 24,709 | $3.68M | 0.14% | +11,060+81.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 24,645 | $3.67M | 1.48% | +288+1.2% | Added |
| SevenBridge Financial Group, LLC | 24,598 | $3.66M | 1.29% | −428−1.7% | Reduced |
| NovaPoint Capital, LLC | 24,580 | $3.66M | 1.33% | +1,170+5.0% | Added |
| FourThought Financial, LLC | 24,541 | $3.65M | 0.46% | −47,316−65.8% | Reduced |
| Snider Financial Group | 24,517 | $3.65M | 1.66% | +103+0.4% | Added |
| JT Stratford LLC | 24,506 | $3.65M | 1.07% | −950−3.7% | Reduced |
| Bayesian Capital Management, LP | 24,494 | $3.65M | 0.54% | +12,900+111.3% | Added |
| Peninsula Asset Management Inc | 24,490 | $3.65M | 1.85% | −20−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 24,490 | $3.65M | 0.69% | +1,297+5.6% | Added |
| Steel Peak Wealth Management LLC | 24,485 | $3.65M | 0.22% | −234−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 24,326 | $3.64M | 0.75% | −500−2.0% | Reduced |
| Hutner Capital Management Inc | 24,335 | $3.62M | 2.07% | +145+0.6% | Added |
| Keene & Associates, Inc. | 24,293 | $3.62M | 2.95% | +2,466+11.3% | Added |
| Lincluden Management Ltd | 24,257 | $3.61M | 0.32% | −370−1.5% | Reduced |
| Founders Capital Management | 24,951 | $3.61M | 2.31% | 00.0% | Unchanged |