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 |
|---|---|---|---|---|---|
| Harvest Volatility Management LLC | 6,400 | $778.0K | 0.13% | +515+8.8% | Added |
| Tevis Investment Management | 6,354 | $778.0K | 0.74% | +2,284+56.1% | Added |
| Crumly & Associates Inc. | 6,423 | $781.0K | 0.32% | −2,254−26.0% | Reduced |
| Verdence Capital Advisors LLC | 6,435 | $782.0K | 0.10% | −10.0% | Reduced |
| St. James Investment Advisors, LLC | 6,452 | $784.0K | 1.58% | +6,452 | New |
| Great Diamond Partners, LLC | 6,478 | $787.0K | 0.26% | −35−0.5% | Reduced |
| High Net Worth Advisory Group LLC | 6,493 | $789.0K | 0.33% | −599−8.4% | Reduced |
| Barr E S & Co | 6,490 | $789.0K | 0.06% | −57−0.9% | Reduced |
| Day & Ennis, LLC | 6,487 | $789.0K | 0.30% | +6+0.1% | Added |
| Somerville Kurt F | 6,495 | $790.0K | 0.15% | −40−0.6% | Reduced |
| Advisory Alpha, LLC | 6,499 | $790.0K | 0.06% | +305+4.9% | Added |
| Eagle Global Advisors LLC | 6,581 | $800.0K | 0.06% | −35,634−84.4% | Reduced |
| Stableford Capital II LLC | 6,345 | $803.0K | 0.37% | −7,090−52.8% | Reduced |
| Tectonic Advisors LLC | 6,606 | $803.0K | 0.15% | −28−0.4% | Reduced |
| Sofos Investments, Inc. | 6,423 | $805.0K | 0.08% | +3,535+122.4% | Added |
| Grove Bank & Trust | 6,642 | $808.0K | 0.19% | −81−1.2% | Reduced |
| Connectus Wealth, LLC | 6,669 | $812.0K | 0.02% | −30,883−82.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,680 | $812.0K | 0.36% | +680+11.3% | Added |
| NorthRock Partners, LLC | 2,000 | $816.0K | 0.08% | −3,583−64.2% | Reduced |
| Humankind Investments LLC | 6,722 | $817.0K | 0.39% | +3,383+101.3% | Added |
| Clark Capital Management Group, Inc. | 6,728 | $818.0K | 0.01% | −465,277−98.6% | Reduced |
| Pin Oak Investment Advisors Inc | 6,727 | $818.0K | 1.00% | −264−3.8% | Reduced |
| Cim Investment Mangement Inc | 6,740 | $819.0K | 0.34% | +522+8.4% | Added |
| White Lighthouse Investment Management Inc. | 6,750 | $821.0K | 0.23% | −37−0.5% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,771 | $823.0K | 0.40% | +2,982+78.7% | Added |
| Towerpoint Wealth, LLC | 6,814 | $828.0K | 0.49% | −116−1.7% | Reduced |
| Coastal Investment Advisors, Inc. | 6,783 | $832.0K | 0.20% | −362−5.1% | Reduced |
| Landmark Financial Advisors, LLC | 6,850 | $833.0K | 0.41% | −155−2.2% | Reduced |
| Beck Bode, LLC | 6,862 | $834.0K | 0.18% | −1,120−14.0% | Reduced |
| Peoples Financial Services Corp. | 6,863 | $834.0K | 0.40% | −41−0.6% | Reduced |
| Americana Partners, LLC | 6,867 | $834.0K | 0.15% | −61−0.9% | Reduced |
| Financial Advisory Group | 6,879 | $836.0K | 0.18% | +10+0.1% | Added |
| Tempus Wealth Planning, LLC | 6,892 | $838.0K | 0.69% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,904 | $839.0K | 0.43% | +627+10.0% | Added |
| Eidelman Virant Capital | 6,545 | $842.0K | 0.61% | −75−1.1% | Reduced |
| XR Securities LLC | 6,927 | $842.0K | 0.41% | +5,060+271.0% | Added |
| Papp L Roy & Associates | 6,931 | $843.0K | 0.12% | +185+2.7% | Added |
| DeDora Capital, Inc. | 6,936 | $843.0K | 0.42% | +1,038+17.6% | Added |
| Icapital Wealth LLC | 6,945 | $844.0K | 0.54% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 6,949 | $845.0K | 0.67% | +23+0.3% | Added |
| Ayalon Holdings Ltd. | 6,968 | $847.0K | 0.40% | −1,421−16.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,969 | $847.0K | 0.28% | +31+0.4% | Added |
| Professional Financial Advisors, LLC | 6,970 | $847.0K | 0.47% | +121+1.8% | Added |
| Wilson & Boucher Capital Management, LLC | 6,972 | $848.0K | 0.93% | −50−0.7% | Reduced |
| Marcum Wealth, LLC | 6,981 | $849.0K | 0.13% | −1,270−15.4% | Reduced |
| 626 Financial, LLC | 6,964 | $850.0K | 0.65% | −930−11.8% | Reduced |
| Liberty Capital Management, Inc. | 6,988 | $850.0K | 0.30% | −74−1.0% | Reduced |
| Credit Capital Investments LLC | 7,000 | $851.0K | 0.97% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 7,010 | $852.0K | 0.36% | +5,398+334.9% | Added |
| Eudaimonia Advisors LLC | 7,017 | $853.0K | 0.59% | −97−1.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 7,019 | $853.0K | 0.49% | −67−0.9% | Reduced |
| Donaldson Capital Management, LLC | 7,015 | $853.0K | 0.04% | +83+1.2% | Added |
| Strategic Advisors LLC | 7,027 | $854.0K | 0.18% | +422+6.4% | Added |
| Modera Wealth Management, LLC | 7,043 | $856.0K | 0.04% | −76−1.1% | Reduced |
| Sky Investment Group LLC | 7,040 | $856.0K | 0.20% | +211+3.1% | Added |
| GPS Wealth Strategies Group, LLC | 7,040 | $856.0K | 0.22% | +491+7.5% | Added |
| United Asset Strategies, Inc. | 7,049 | $857.0K | 0.12% | +7,049 | New |
| Catalyst Capital Advisors LLC | 7,062 | $859.0K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 7,064 | $859.0K | 0.09% | +214+3.1% | Added |
| Laidlaw Wealth Management LLC | 7,092 | $862.0K | 0.18% | −309−4.2% | Reduced |
| Lincoln Capital LLC | 7,089 | $862.0K | 0.24% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 7,091 | $862.0K | 0.27% | +16+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,092 | $862.0K | 0.45% | +778+12.3% | Added |
| Courier Capital LLC | 7,099 | $863.0K | 0.10% | +176+2.5% | Added |
| Abacus Planning Group, Inc. | 7,096 | $863.0K | 0.25% | +201+2.9% | Added |
| Fortitude Advisory Group L.L.C. | 7,096 | $863.0K | 0.81% | +4,104+137.2% | Added |
| Ritholtz Wealth Management | 7,116 | $865.0K | 0.05% | −785−9.9% | Reduced |
| Enterprise Financial Services Corp | 7,134 | $868.0K | 0.17% | −1,309−15.5% | Reduced |
| Intrua Financial, LLC | 7,161 | $871.0K | 0.19% | −241−3.3% | Reduced |
| Patriot Investment Management Inc. | 7,181 | $873.0K | 0.09% | +299+4.3% | Added |
| Aureus Asset Management, LLC | 7,185 | $874.0K | 0.07% | +31+0.4% | Added |
| My Legacy Advisors, LLC | 6,964 | $874.0K | 0.44% | +956+15.9% | Added |
| Baker Ellis Asset Management LLC | 7,201 | $875.0K | 0.18% | −218−2.9% | Reduced |
| Cannell Peter B & Co Inc | 7,200 | $875.0K | 0.03% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 7,194 | $875.0K | 0.41% | +28+0.4% | Added |
| Wealth Alliance | 7,200 | $875.0K | 0.17% | +1,821+33.9% | Added |
| Biltmore Family Office, LLC | 7,204 | $876.0K | 0.22% | +10.0% | Added |
| West Michigan Advisors, LLC | 7,220 | $878.0K | 0.75% | +802+12.5% | Added |
| Farmers National Bank | 7,236 | $879.8K | 0.33% | −35−0.5% | Reduced |
| Inlet Private Wealth, LLC | 7,250 | $881.0K | 0.25% | 00.0% | Unchanged |
| Adirondack Trust Co | 7,267 | $883.0K | 0.47% | +264+3.8% | Added |
| BEAM Asset Management, LLC | 7,271 | $884.0K | 0.98% | +16+0.2% | Added |
| Boston Family Office LLC | 7,281 | $885.0K | 0.07% | +728+11.1% | Added |
| Global Financial Private Client, LLC | 7,255 | $889.7K | 0.50% | +4,997+221.3% | Added |
| Davis R M Inc | 7,319 | $890.0K | 0.02% | +859+13.3% | Added |
| YorkBridge Wealth Partners, LLC | 7,341 | $893.0K | 0.23% | −788−9.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,762 | $893.0K | 0.21% | +102+1.5% | Added |
| S.C. Financial Services, Inc. | 7,358 | $895.0K | 1.38% | +33+0.5% | Added |
| Valley Brook Capital Group | 7,370 | $896.0K | 0.92% | −215−2.8% | Reduced |
| Southeast Asset Advisors Inc. | 7,387 | $898.0K | 0.14% | +338+4.8% | Added |
| Whalerock Point Partners, LLC | 7,397 | $899.0K | 0.38% | 00.0% | Unchanged |
| PFG Advisors | 7,394 | $899.0K | 0.10% | +105+1.4% | Added |
| Payden & Rygel | 7,400 | $900.0K | 0.05% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,421 | $902.0K | 0.18% | +274+3.8% | Added |
| Focus Financial Network, Inc. | 7,436 | $904.1K | 0.07% | +151+2.1% | Added |
| Byrne Asset Management LLC | 7,483 | $910.0K | 0.67% | −278−3.6% | Reduced |
| Sterling Investment Counsel, LLC | 7,499 | $910.0K | 0.69% | +1,268+20.3% | Added |
| HMS Capital Management, LLC | 7,504 | $912.0K | 0.53% | +3,136+71.8% | Added |
| TKG Advisors, LLC | 7,517 | $914.0K | 0.79% | +2,064+37.9% | Added |
| Renaissance Group LLC | 7,523 | $915.0K | 0.05% | +12+0.2% | Added |