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Livermore
Livermore
ZHEN

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; 4,425 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, Q2 2022

Institutional positions in Walmart Inc. as of Jun 30, 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
2,627
−68 vs. Q1 2022
Shares held
873.3M
−9.49M (−1.1%) vs. Q1 2022
Total value
$106.3B
−$24.4B (−18.6%) vs. Q1 2022
New holders
144
1,127 more added
Sold out
212
1,083 more reduced

39 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 2,627 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ2 2022: $106.3B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2022.

Institutions holding WMT in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Advocacy Wealth Management Services, LLC4$00.00%−16−80.0%Reduced
J.Safra Asset Management Corp102$00.00%−121−54.3%Reduced
BCR Wealth Strategies, LLC1$00.00%00.0%Unchanged
Dark Forest Capital Management LP3$00.00%+3New
Old North State Trust, LLC5$6380.58%00.0%Unchanged
Siena Capital LLC4$1.00K0.00%−96−96.0%Reduced
Albion Financial Group10$1.00K0.00%−58−85.3%Reduced
Insight Financial Services10$1.00K0.00%00.0%Unchanged
American Research & Management Co.10$1.00K0.00%+10New
WFA of San Diego, LLC12$1.00K0.00%+12New
Bellevue Asset Management, LLC15$2.00K0.00%00.0%Unchanged
Better Money Decisions, LLC18$2.00K0.00%+18New
Artemis Wealth Advisors, LLC26$3.00K0.00%00.0%Unchanged
Danda Trouve Investment Management, Inc.22$3.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC29$4.00K0.00%00.0%Unchanged
PFS Partners, LLC37$4.53K0.00%00.0%Unchanged
Castleview Partners, LLC366$4.91K0.00%−6,893−95.0%Reduced
IAG Wealth Partners, LLC44$5.00K0.00%−90−67.2%Reduced
Eukles Asset Management38$5.00K0.00%00.0%Unchanged
Macroview Investment Management LLC52$6.00K0.01%−203−79.6%Reduced
Bradley & Co. Private Wealth Management, LLC52$6.00K0.01%00.0%Unchanged
Bramshill Investments, LLC47$6.00K0.00%+47New
Bell Investment Advisors, Inc47$6.00K0.00%+47New
Cornerstone Management, Inc.50$6.08K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC60$7.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.55$8.00K0.00%−599−91.6%Reduced
HighMark Wealth Management LLC68$8.00K0.01%00.0%Unchanged
Activest Wealth Management73$9.00K0.01%−519−87.7%Reduced
Tfo-TDC, LLC75$9.00K0.00%+75New
Capital Directions Investment Advisors, LLC84$10.0K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC95$12.0K0.01%−95−50.0%Reduced
Baillie Gifford & Co101$12.0K0.00%00.0%Unchanged
Advanced Research Investment Solutions, LLC100$12.0K0.01%00.0%Unchanged
Bellwether Advisors, LLC100$12.0K0.00%+19+23.5%Added
Stephenson National Bank & Trust105$13.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC107$13.0K0.00%00.0%Unchanged
FAI Wealth Management121$14.0K0.01%−28,401−99.6%Reduced
Cypress Capital Management LLC (WY)115$14.0K0.02%00.0%Unchanged
Roble, Belko & Company, Inc115$14.0K0.00%00.0%Unchanged
Kenfarb & Co.102$15.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.130$16.0K0.01%+2+1.6%Added
KB Financial Partners, LLC143$17.0K0.01%00.0%Unchanged
Financial Connections Group, Inc.141$17.0K0.01%00.0%Unchanged
Financial Enhancement Group LLC145$18.0K0.00%00.0%Unchanged
Surevest, LLC152$18.0K0.00%+50+49.0%Added
Win Advisors, Inc168$21.0K0.04%+60+55.6%Added
Strategic Asset Management, LLC–$22.0K0.04%–New
Joseph P. Lucia & Associates, LLC192$23.0K0.02%00.0%Unchanged
Spectrum Management Group, LLC190$23.0K0.01%00.0%Unchanged
Financial Avengers, Inc.188$23.0K0.02%+1+0.5%Added
Tacita Capital Inc200$24.0K0.02%00.0%Unchanged
Gibson Wealth Advisors LLC200$24.0K0.03%00.0%Unchanged
Cedar Wealth Management, LLC226$27.0K0.01%00.0%Unchanged
Ogorek Anthony Joseph228$27.0K0.01%00.0%Unchanged
Karlinski Andrew C222$27.0K0.04%00.0%Unchanged
Knott David M Jr225$27.0K0.01%+225New
Atlantic Trust, LLC233$28.0K0.02%−84−26.5%Reduced
Princeton Global Asset Management LLC233$28.0K0.01%00.0%Unchanged
RWM Asset Management, LLC240$29.0K0.01%−674−73.7%Reduced
WD Rutherford LLC240$29.0K0.02%+240New
Sit Investment Associates Inc250$30.0K0.00%00.0%Unchanged
Level Financial Advisors, Inc.245$30.0K0.02%+30+14.0%Added
Morton Brown Family Wealth, LLC242$30.0K0.02%+26+12.0%Added
Halpern Financial, Inc.250$30.4K0.01%00.0%Unchanged
Piscataqua Savings Bank265$32.0K0.03%+100+60.6%Added
Orion Capital Management LLC275$33.0K0.03%+275New
Fullerton Fund Management Co Ltd.286$35.0K0.00%+286New
Kessler Investment Group, LLC292$36.0K0.03%−917−75.8%Reduced
HC Financial Advisors Inc300$36.0K0.02%00.0%Unchanged
Wellington Shields Capital Management, LLC300$36.0K0.00%00.0%Unchanged
Operose Advisors LLC295$36.0K0.03%00.0%Unchanged
Tucker Asset Management LLC326$39.6K0.01%−47−12.6%Reduced
Lowe Wealth Advisors, LLC338$41.0K0.02%+3+0.9%Added
Rockbridge Investment Management, LCC344$41.8K0.01%00.0%Unchanged
MBM Wealth Consultants, LLC365$44.0K0.02%−119−24.6%Reduced
Corbenic Partners LLC360$44.0K0.01%+210+140.0%Added
HBC Financial Services, PLLC300$45.0K0.04%00.0%Unchanged
Beaird Harris Wealth Management, LLC386$47.0K0.01%+125+47.9%Added
Grayhawk Investment Strategies Inc.298$47.0K0.02%+298New
Providence Capital Advisors, LLC405$49.0K0.01%−31,200−98.7%Reduced
Stonehage Fleming Financial Services Holdings Ltd400$49.0K0.00%−8,700−95.6%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.400$49.0K0.07%00.0%Unchanged
Raffa Wealth Management, LLC406$49.3K0.02%+1+0.2%Added
Steward Financial Group LLC425$51.0K0.04%−23−5.1%Reduced
Coastal Capital Group, Inc.416$51.0K0.01%+3+0.7%Added
United Community Bank424$51.5K0.06%+10+2.4%Added
Hillsdale Investment Management Inc.424$52.0K0.00%+159+60.0%Added
Kelly Financial Services LLC439$53.4K0.03%+5+1.2%Added
CKW Financial Group452$55.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC459$56.0K0.02%−3,911−89.5%Reduced
Private Ocean, LLC475$57.0K0.01%−15−3.1%Reduced
Baldrige Asset Management LLC469$57.0K0.03%00.0%Unchanged
Ritter Daniher Financial Advisory LLC470$57.0K0.04%+470New
Brown, Lisle/Cummings, Inc.492$59.8K0.03%−100−16.9%Reduced
Harvest Fund Management Co., Ltd503$61.0K0.02%−1,215−70.7%Reduced
State of Wyoming500$61.0K0.04%+8+1.6%Added
Newfound Research LLC512$62.0K0.13%−531−50.9%Reduced
BTG Pactual Global Asset Management Ltd521$63.0K0.06%+521New
Bay Harbor Wealth Management, LLC530$64.0K0.03%+1+0.2%Added
Perkins Coie Trust Co538$65.0K0.02%−62−10.3%Reduced