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, 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 | 4,427 | $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, 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 |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 8,894 | $1.08M | 0.20% | +3,084+53.1% | Added |
| Tilia Fiduciary Partners, Inc. | 8,656 | $1.08M | 1.03% | +489+6.0% | Added |
| Founders Financial Securities LLC | 8,914 | $1.08M | 0.21% | −488−5.2% | Reduced |
| First Heartland Consultants, Inc. | 8,918 | $1.08M | 0.17% | +360+4.2% | Added |
| LCM Capital Management Inc | 8,937 | $1.09M | 1.07% | −44−0.5% | Reduced |
| Intrust Bank NA | 8,959 | $1.09M | 0.16% | −373−4.0% | Reduced |
| First Western Trust Bank | 8,931 | $1.09M | 0.07% | +26+0.3% | Added |
| Highview Capital Management LLC | 8,994 | $1.09M | 0.84% | +164+1.9% | Added |
| Park National Corp | 9,013 | $1.09M | 0.05% | −538−5.6% | Reduced |
| Vaughan David Investments LLC | 9,004 | $1.09M | 0.03% | −147−1.6% | Reduced |
| WMS Partners, LLC | 9,029 | $1.10M | 0.17% | −58−0.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 9,040 | $1.10M | 0.13% | +6,581+267.6% | Added |
| Aldebaran Financial Inc. | 8,990 | $1.10M | 1.21% | −1,681−15.8% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 9,191 | $1.10M | 1.17% | −249−2.6% | Reduced |
| Montecito Bank & Trust | 9,079 | $1.10M | 0.26% | −58−0.6% | Reduced |
| Altium Wealth Management LLC | 9,123 | $1.11M | 0.08% | −459−4.8% | Reduced |
| RB Capital Management, LLC | 9,147 | $1.11M | 0.41% | +492+5.7% | Added |
| Caxton Associates LP | 9,165 | $1.11M | 0.14% | +3,970+76.4% | Added |
| Foundations Investment Advisors, LLC | 8,949 | $1.12M | 0.05% | −5,364−37.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,235 | $1.12M | 0.15% | +22+0.2% | Added |
| Lifeworks Advisors, LLC | 9,275 | $1.13M | 0.72% | +3,076+49.6% | Added |
| Summit Financial Strategies, Inc. | 9,299 | $1.13M | 0.26% | −325−3.4% | Reduced |
| TCM Advisors, LLC | – | $1.13M | 1.23% | – | – |
| Annex Advisory Services, LLC | 9,340 | $1.14M | 0.08% | −21,800−70.0% | Reduced |
| Independence Bank of Kentucky | 9,343 | $1.14M | 0.51% | −240−2.5% | Reduced |
| Money Concepts Capital Corp | 9,269 | $1.14M | 0.10% | −21,272−69.7% | Reduced |
| Jmac Enterprises LLC | 9,406 | $1.14M | 0.29% | +109+1.2% | Added |
| Independent Solutions Wealth Management, LLC | 9,422 | $1.15M | 0.36% | −23−0.2% | Reduced |
| Gibraltar Capital Management, Inc. | 9,471 | $1.15M | 0.56% | 00.0% | Unchanged |
| Navalign, LLC | 9,511 | $1.16M | 0.51% | −105−1.1% | Reduced |
| Investment Partners, Ltd. | 9,514 | $1.16M | 0.57% | −63−0.7% | Reduced |
| Tru Independence Asset Management 2, LLC | 9,538 | $1.16M | 0.95% | −945−9.0% | Reduced |
| Detalus Advisors, LLC | 9,540 | $1.16M | 0.68% | +5,160+117.8% | Added |
| Jaffetilchin Investment Partners, LLC | 9,561 | $1.16M | 0.14% | +584+6.5% | Added |
| Schmidt P J Investment Management Inc | 8,681 | $1.16M | 0.25% | −644−6.9% | Reduced |
| Kidder Stephen W | 9,575 | $1.16M | 0.45% | −100−1.0% | Reduced |
| Northeast Financial Consultants Inc | 9,592 | $1.17M | 0.08% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 9,588 | $1.17M | 0.13% | +261+2.8% | Added |
| Zeke Capital Advisors, LLC | 9,596 | $1.17M | 0.08% | −157−1.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,313 | $1.17M | 0.54% | −76−0.8% | Reduced |
| Sentry Investment Management LLC | 9,626 | $1.17M | 0.53% | −1,875−16.3% | Reduced |
| Chicago Capital, LLC | 9,644 | $1.17M | 0.06% | +180+1.9% | Added |
| Oarsman Capital, Inc. | 9,661 | $1.18M | 0.58% | +4,535+88.5% | Added |
| Clear Street Markets LLC | 9,690 | $1.18M | 0.40% | +2,190+29.2% | Added |
| Accretive Wealth Partners, LLC | 9,711 | $1.18M | 0.86% | +49+0.5% | Added |
| Grandview Asset Management LLC | 9,730 | $1.18M | 0.66% | −1,025−9.5% | Reduced |
| 55I, LLC | 9,746 | $1.19M | 0.03% | +3,089+46.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 9,809 | $1.19M | 0.25% | +9,809 | New |
| Wealthsource Partners, LLC | 9,843 | $1.20M | 0.09% | +30+0.3% | Added |
| Global Trust Asset Management, LLC | 9,869 | $1.20M | 0.59% | −2,124−17.7% | Reduced |
| Ignite Planners, LLC | 9,596 | $1.20M | 0.99% | −1,275−11.7% | Reduced |
| Toews Corp | 9,900 | $1.20M | 0.80% | +7,100+253.6% | Added |
| First Financial Bank - Trust Division | 9,913 | $1.21M | 0.15% | −392−3.8% | Reduced |
| Parsons Capital Management Inc | 9,933 | $1.21M | 0.11% | +427+4.5% | Added |
| Linscomb & Williams, Inc. | 9,947 | $1.21M | 0.07% | −359−3.5% | Reduced |
| Intellectus Partners, LLC | 9,954 | $1.21M | 0.42% | +2,457+32.8% | Added |
| Game Creek Capital, LP | 10,000 | $1.22M | 0.78% | −2,500−20.0% | Reduced |
| Prestige Wealth Management Group LLC | 10,001 | $1.22M | 0.33% | −391−3.8% | Reduced |
| CMG Global Holdings, LLC | 10,014 | $1.22M | 1.26% | +396+4.1% | Added |
| AlphaCrest Capital Management LLC | 10,011 | $1.22M | 0.06% | +869+9.5% | Added |
| White Pine Capital LLC | 10,023 | $1.22M | 0.48% | −250−2.4% | Reduced |
| Naviter Wealth, LLC | 10,030 | $1.22M | 0.50% | +4,500+81.4% | Added |
| Insight Advisors, LLC | 9,771 | $1.22M | 0.41% | −265−2.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,249 | $1.22M | 0.31% | −1,299−12.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,053 | $1.22M | 0.06% | −396−3.8% | Reduced |
| Jarislowsky, Fraser Ltd | 10,056 | $1.22M | 0.01% | +170+1.7% | Added |
| First Foundation Advisors | 10,058 | $1.22M | 0.05% | +2,300+29.6% | Added |
| McDonald Partners LLC | 10,072 | $1.23M | 0.31% | +105+1.1% | Added |
| Gratus Capital LLC | 10,150 | $1.23M | 0.14% | −461−4.3% | Reduced |
| Global Retirement Partners, LLC | 10,170 | $1.24M | 0.10% | −314−3.0% | Reduced |
| Jeppson Wealth Management, LLC | 10,175 | $1.24M | 0.53% | +510+5.3% | Added |
| Lakeview Capital Partners, LLC | 10,179 | $1.24M | 0.71% | −1,783−14.9% | Reduced |
| Strengthening Families & Communities, LLC | 8,352 | $1.24M | 0.75% | +221+2.7% | Added |
| First National Bank & Trust Co of Newtown | 10,214 | $1.24M | 0.28% | 00.0% | Unchanged |
| SRN Advisors, LLC | 10,225 | $1.24M | 0.87% | −10,982−51.8% | Reduced |
| Amarillo National Bank | 10,229 | $1.24M | 0.28% | +103+1.0% | Added |
| Stoneridge Investment Partners LLC | 10,239 | $1.25M | 0.69% | −439−4.1% | Reduced |
| Pioneer Trust Bank N A | 10,277 | $1.25M | 0.40% | +8+0.1% | Added |
| Vigilare Wealth Management | 10,306 | $1.25M | 1.36% | −1,747−14.5% | Reduced |
| L.M. Kohn & Company | 10,364 | $1.26M | 0.59% | +3,373+48.2% | Added |
| McMillion Capital Management Inc | 10,381 | $1.26M | 1.05% | −2,423−18.9% | Reduced |
| Chatham Capital Group, Inc. | 10,386 | $1.26M | 0.29% | +41+0.4% | Added |
| Greatmark Investment Partners, Inc. | 10,405 | $1.26M | 0.24% | −263−2.5% | Reduced |
| Douglas Lane & Associates, LLC | 10,428 | $1.27M | 0.02% | +537+5.4% | Added |
| Argent Advisors, Inc. | 10,439 | $1.27M | 0.71% | +10,439 | New |
| First PREMIER Bank | 10,447 | $1.27M | 0.38% | −12−0.1% | Reduced |
| Union Heritage Capital, LLC | 10,450 | $1.27M | 0.82% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 9,596 | $1.27M | 0.73% | +7+0.1% | Added |
| Gyon Technologies Capital Management, LP | 10,474 | $1.27M | 0.36% | +10,474 | New |
| X-Square Capital, LLC | 10,483 | $1.27M | 0.77% | −17−0.2% | Reduced |
| Cribstone Capital Management, LLC | 10,492 | $1.28M | 0.78% | +4,117+64.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,514 | $1.28M | 1.03% | +127+1.2% | Added |
| Smith Anglin Financial, LLC | 10,523 | $1.28M | 0.37% | +209+2.0% | Added |
| Highlander Capital Management, LLC | 10,550 | $1.28M | 0.69% | 00.0% | Unchanged |
| Clare Market Investments LLC | 10,554 | $1.28M | 0.56% | +285+2.8% | Added |
| Chilton Capital Management LLC | 10,573 | $1.28M | 0.08% | +670+6.8% | Added |
| SOL Capital Management CO | 10,575 | $1.29M | 0.26% | −775−6.8% | Reduced |
| David Loasby | 10,287 | $1.29M | 0.19% | −6,574−39.0% | Reduced |
| FDx Advisors, Inc. | 10,624 | $1.29M | 0.05% | +724+7.3% | Added |
| Plancorp, LLC | 10,640 | $1.29M | 0.08% | −340−3.1% | Reduced |