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, 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
- 2,626
- −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
- 1,126 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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 5,512 | $670.0K | 0.10% | −537−8.9% | Reduced |
| First American Trust, FSB | 5,519 | $671.0K | 0.11% | −501−8.3% | Reduced |
| Gould Asset Management LLC | 5,526 | $672.0K | 0.22% | +113+2.1% | Added |
| Bill Few Associates, Inc. | 5,538 | $673.0K | 0.43% | −59−1.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,536 | $673.0K | 0.33% | +20.0% | Added |
| City State Bank | 5,547 | $674.0K | 0.47% | −79−1.4% | Reduced |
| Armor Investment Advisors, LLC | 5,546 | $674.0K | 0.44% | +320+6.1% | Added |
| Hills Bank & Trust Co | 5,566 | $677.0K | 0.11% | +255+4.8% | Added |
| Stevens Capital Management LP | 5,573 | $678.0K | 0.47% | +5,573 | New |
| Pflug Koory, LLC | 5,584 | $679.0K | 0.39% | +91+1.7% | Added |
| Delos Wealth Advisors, LLC | 5,582 | $679.0K | 0.77% | +5,542+13,855.0% | Added |
| Helen Stephens Group, LLC | 5,605 | $681.0K | 0.48% | +20+0.4% | Added |
| Gordian Capital Singapore Pte Ltd | 5,600 | $681.0K | 0.92% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 5,607 | $682.0K | 0.08% | −1,888−25.2% | Reduced |
| Exencial Wealth Advisors, LLC | 5,612 | $682.0K | 0.04% | −363−6.1% | Reduced |
| blooom, inc. | 5,489 | $682.0K | 1.19% | +45+0.8% | Added |
| Ambassador Advisors, LLC | 5,621 | $683.0K | 0.15% | +291+5.5% | Added |
| Kingfisher Capital LLC | 5,630 | $685.0K | 0.20% | +40+0.7% | Added |
| Lokken Investment Group LLC | 5,642 | $686.0K | 0.56% | +175+3.2% | Added |
| Financial Architects, Inc | 5,654 | $687.0K | 0.87% | +168+3.1% | Added |
| Reynders McVeigh Capital Management, LLC | 5,660 | $688.0K | 0.05% | −338−5.6% | Reduced |
| Missouri Trust & Investment Co | 5,668 | $689.0K | 0.45% | −25−0.4% | Reduced |
| Sunburst Financial Group, LLC | 5,667 | $689.0K | 0.33% | +12+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 5,706 | $694.0K | 0.43% | −384−6.3% | Reduced |
| Ahrens Investment Partners LLC | 5,720 | $695.0K | 0.31% | +1,565+37.7% | Added |
| REDW Wealth LLC | 5,732 | $697.0K | 0.26% | +519+10.0% | Added |
| Greenfield Savings Bank | 5,750 | $699.0K | 0.47% | +5,750 | New |
| St. Louis Trust Co | 5,755 | $700.0K | 0.15% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 5,775 | $702.0K | 0.20% | 00.0% | Unchanged |
| TD Capital Management LLC | 5,770 | $702.0K | 0.10% | +3+0.1% | Added |
| IMS Capital Management | 5,770 | $702.0K | 0.45% | +14+0.2% | Added |
| Foster Group, Inc. | 5,793 | $704.0K | 0.05% | −441−7.1% | Reduced |
| Triton Wealth Management, PLLC | 5,304 | $705.0K | 0.50% | −1,139−17.7% | Reduced |
| Archetype Wealth Partners | 5,801 | $705.0K | 0.20% | +146+2.6% | Added |
| AXS Investments LLC | 5,812 | $707.0K | 0.25% | −812−12.3% | Reduced |
| Clearview Wealth Advisors LLC | 5,817 | $707.0K | 0.53% | +185+3.3% | Added |
| First National Advisers, LLC | 5,825 | $708.0K | 1.47% | +5,825 | New |
| Silver Oak Securities, Inc | 5,376 | $710.0K | 0.16% | −150−2.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,851 | $711.0K | 0.09% | 00.0% | Unchanged |
| Enhancing Capital LLC | 5,846 | $711.0K | 0.85% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 5,859 | $712.0K | 0.74% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 5,866 | $713.0K | 0.75% | +2,655+82.7% | Added |
| Institute for Wealth Management, LLC. | 5,874 | $714.0K | 0.14% | −1,651−21.9% | Reduced |
| Arnhold LLC | 5,888 | $716.0K | 0.09% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,919 | $720.0K | 0.16% | +25+0.4% | Added |
| Accurate Wealth Management, LLC | 5,830 | $720.0K | 0.39% | +59+1.0% | Added |
| Compass Financial Advisors LLC | 5,946 | $723.0K | 0.99% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 5,951 | $723.0K | 0.36% | +25+0.4% | Added |
| Red Wave Investments LLC | 5,951 | $724.0K | 0.30% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 5,967 | $725.0K | 0.55% | −423−6.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,960 | $725.0K | 0.06% | 00.0% | Unchanged |
| Certified Advisory Corp | 5,977 | $726.0K | 0.16% | −448−7.0% | Reduced |
| Elgethun Capital Management | 5,973 | $726.0K | 0.28% | +41+0.7% | Added |
| Financial Partners Group, Inc | 5,976 | $727.0K | 0.18% | +58+1.0% | Added |
| Atlas Capital Advisors LLC | 5,993 | $728.6K | 0.12% | −192−3.1% | Reduced |
| Retirement Planning Group | 6,013 | $731.0K | 0.09% | +246+4.3% | Added |
| XTX Topco Ltd | 6,009 | $731.0K | 0.30% | +6,009 | New |
| Willis Johnson & Associates, Inc. | 6,021 | $732.0K | 0.10% | +43+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,023 | $732.0K | 0.22% | +132+2.2% | Added |
| LexAurum Advisors, LLC | 6,020 | $732.0K | 0.27% | +1,841+44.1% | Added |
| Carmichael Hill & Associates, Inc. | 6,041 | $734.0K | 0.42% | +95+1.6% | Added |
| StrategIQ Financial Group, LLC | 6,037 | $734.0K | 0.09% | +218+3.7% | Added |
| Lindbrook Capital, LLC | 6,060 | $737.0K | 0.12% | +12+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,063 | $737.0K | 0.06% | +6,063 | New |
| Merriman Wealth Management, LLC | 6,074 | $738.0K | 0.05% | −11−0.2% | Reduced |
| Laraway Financial Inc | 6,080 | $739.0K | 0.79% | −170−2.7% | Reduced |
| TBH Global Asset Management, LLC | 6,112 | $743.0K | 0.18% | −17,441−74.1% | Reduced |
| Arden Trust Co | 6,105 | $743.0K | 0.17% | −2,148−26.0% | Reduced |
| Old Mission Investment Co LLC | 6,140 | $746.6K | 0.33% | +327+5.6% | Added |
| First National Bank of South Miami | 6,147 | $747.0K | 0.51% | −877−12.5% | Reduced |
| Aj Wealth Strategies, LLC | 6,145 | $747.0K | 0.04% | −206−3.2% | Reduced |
| Keebeck Alpha, LP | 6,144 | $747.0K | 0.34% | +1,028+20.1% | Added |
| Hoylecohen, LLC | 6,155 | $748.0K | 0.08% | +2,029+49.2% | Added |
| Joel Isaacson & Co., LLC | 6,161 | $749.0K | 0.06% | +135+2.2% | Added |
| Proquility Private Wealth Partners, LLC | 6,173 | $750.0K | 0.32% | −178−2.8% | Reduced |
| Valley National Advisers Inc | 5,990 | $751.0K | 0.16% | +3+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 6,191 | $753.0K | 0.01% | −3,800−38.0% | Reduced |
| Chicago Trust Co NA | 6,194 | $753.0K | 0.19% | +1,915+44.8% | Added |
| Hussman Strategic Advisors, Inc. | 6,200 | $754.0K | 0.13% | +6,200 | New |
| Blackston Financial Advisory Group, LLC | 6,032 | $755.0K | 0.49% | +614+11.3% | Added |
| Nicolet Bankshares Inc | 6,215 | $756.0K | 0.20% | +191+3.2% | Added |
| Abbot Financial Management, Inc. | 6,237 | $758.0K | 0.46% | +100+1.6% | Added |
| Tributary Capital Management, LLC | 6,255 | $760.0K | 0.08% | −60−1.0% | Reduced |
| Strategic Investment Advisors | 6,265 | $762.0K | 0.15% | −4−0.1% | Reduced |
| Beaton Management Co. Inc. | 6,275 | $763.0K | 0.54% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,283 | $764.0K | 0.01% | +1,319+26.6% | Added |
| Perennial Investment Advisors, LLC | 6,307 | $765.0K | 0.30% | +135+2.2% | Added |
| Vantage Consulting Group Inc | 6,299 | $766.0K | 0.43% | +1,151+22.4% | Added |
| Syntax Advisors, LLC | 6,299 | $766.0K | 0.64% | +1,151+22.4% | Added |
| Norris Financial Group, LLC | 6,304 | $766.4K | 0.62% | −1,216−16.2% | Reduced |
| Principle Wealth Partners LLC | 6,312 | $767.0K | 0.09% | −671−9.6% | Reduced |
| Oxbow Advisors, LLC | 6,311 | $767.0K | 0.11% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 6,306 | $767.0K | 0.36% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 6,338 | $771.0K | 0.14% | −403−6.0% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,355 | $772.0K | 0.30% | −1,575−19.9% | Reduced |
| Chicago Partners Investment Group LLC | 5,863 | $774.0K | 0.06% | +23+0.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,384 | $776.0K | 0.16% | −67−1.0% | Reduced |
| Next Capital Management LLC | 6,384 | $776.0K | 0.57% | +15+0.2% | Added |
| IPG Investment Advisors LLC | 6,396 | $778.0K | 0.19% | −558−8.0% | Reduced |
| F3Logic, LLC | 6,401 | $778.0K | 0.14% | +406+6.8% | Added |