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 |
|---|---|---|---|---|---|
| Legacy Bridge, LLC | 10,713 | $1.30M | 0.96% | −25−0.2% | Reduced |
| JB Capital LLC | 10,718 | $1.30M | 0.14% | +728+7.3% | Added |
| Old Port Advisors | 10,520 | $1.31M | 0.51% | −284−2.6% | Reduced |
| GraniteShares Advisors LLC | 10,771 | $1.31M | 0.96% | −1,757−14.0% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 10,785 | $1.31M | 0.78% | +800+8.0% | Added |
| HCR Wealth Advisors | 10,896 | $1.32M | 0.27% | −588−5.1% | Reduced |
| Argent Capital Management LLC | 10,900 | $1.32M | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10,018 | $1.32M | 0.33% | +2,372+31.0% | Added |
| Quantitative Investment Management, LLC | 10,919 | $1.33M | 0.20% | −1,467−11.8% | Reduced |
| Madison Wealth Management | 10,911 | $1.33M | 0.32% | −407−3.6% | Reduced |
| WealthShield Partners, LLC | 10,945 | $1.33M | 0.26% | +1,839+20.2% | Added |
| CenterBook Partners LP | 10,968 | $1.33M | 0.29% | +10,968 | New |
| Quad-Cities Investment Group, LLC | 10,971 | $1.33M | 0.99% | +16+0.1% | Added |
| Sterling Investment Management, Inc. | 10,980 | $1.33M | 1.11% | −1,016−8.5% | Reduced |
| Harbor Advisors LLC | 11,000 | $1.34M | 0.32% | 00.0% | Unchanged |
| NVWM, LLC | 11,052 | $1.34M | 0.52% | +368+3.4% | Added |
| Harbour Investments, Inc. | 11,097 | $1.35M | 0.09% | +11,097 | New |
| Cary Street Partner Investment Advisory LLC | 11,107 | $1.35M | 0.11% | +7,454+204.1% | Added |
| Sargent Investment Group, LLC | 11,110 | $1.35M | 0.42% | +1,016+10.1% | Added |
| Manchester Capital Management LLC | 11,124 | $1.35M | 0.23% | +32+0.3% | Added |
| Alaethes Wealth LLC | 11,126 | $1.35M | 1.00% | +1,228+12.4% | Added |
| Trust Co of Oklahoma | 11,155 | $1.36M | 0.64% | 00.0% | Unchanged |
| True North Advisors, LLC | 11,233 | $1.36M | 0.43% | +211+1.9% | Added |
| Perigon Wealth Management, LLC | 11,249 | $1.37M | 0.11% | +1,012+9.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,255 | $1.37M | 0.79% | +3,475+44.7% | Added |
| Prana Capital Management, LP | 11,352 | $1.38M | 0.10% | +11,352 | New |
| Spreng Capital Management, Inc. | 11,012 | $1.38M | 1.03% | +200+1.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 11,401 | $1.39M | 0.29% | −990−8.0% | Reduced |
| Magnolia Capital Advisors LLC | 11,414 | $1.39M | 1.26% | −6,900−37.7% | Reduced |
| Wolff Wiese Magana LLC | 11,417 | $1.39M | 1.01% | −7,670−40.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 11,428 | $1.39M | 1.09% | +45+0.4% | Added |
| MidWestOne Financial Group, Inc. | 11,559 | $1.41M | 0.35% | −137−1.2% | Reduced |
| Buckingham Strategic Partners | 11,556 | $1.41M | 0.12% | −52−0.4% | Reduced |
| Lumature Wealth Partners, LLC | 11,596 | $1.41M | 0.63% | −1,277−9.9% | Reduced |
| Trust Investment Advisors | 11,594 | $1.41M | 1.35% | −300−2.5% | Reduced |
| Centiva Capital, LP | 11,709 | $1.42M | 0.08% | +8,043+219.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,723 | $1.43M | 0.00% | −122−1.0% | Reduced |
| Bowling Portfolio Management LLC | 11,723 | $1.43M | 0.36% | +8,117+225.1% | Added |
| Continuum Advisory, LLC | 32,553 | $1.43M | 0.26% | −835−2.5% | Reduced |
| Guardian Capital LP | 11,729 | $1.43M | 0.04% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 11,741 | $1.43M | 0.15% | +1,126+10.6% | Added |
| Canvas Wealth Advisors, LLC | 11,756 | $1.43M | 0.58% | +2,492+26.9% | Added |
| Quadrant Private Wealth Management, LLC | 11,791 | $1.43M | 0.59% | +1,929+19.6% | Added |
| Boenning & Scattergood, Inc. | 11,843 | $1.44M | 0.27% | −1,494−11.2% | Reduced |
| Jones Financial Companies LLLP | 11,855 | $1.44M | 0.00% | −3,226−21.4% | Reduced |
| Ifrah Financial Services, Inc. | 11,854 | $1.44M | 0.47% | −212−1.8% | Reduced |
| First Commonwealth Financial Corp | 11,857 | $1.44M | 0.54% | +163+1.4% | Added |
| Brewin Dolphin Ltd | 11,899 | $1.45M | 0.07% | +250+2.1% | Added |
| WBH Advisory Inc | 11,560 | $1.45M | 0.19% | +177+1.6% | Added |
| Axxcess Wealth Management, LLC | 11,938 | $1.45M | 0.14% | +102+0.9% | Added |
| Monetary Management Group Inc | 11,986 | $1.46M | 0.46% | +75+0.6% | Added |
| Resurgent Financial Advisors LLC | 11,987 | $1.46M | 0.97% | +1,453+13.8% | Added |
| Ronald Blue Trust, Inc. | 9,802 | $1.46M | 0.02% | +9,802 | New |
| Baystate Wealth Management LLC | 12,046 | $1.47M | 0.14% | −314−2.5% | Reduced |
| ProVise Management Group, LLC | 12,101 | $1.47M | 0.16% | −855−6.6% | Reduced |
| GFG Capital, LLC | 12,108 | $1.47M | 0.45% | +415+3.5% | Added |
| Sunbelt Securities, Inc. | 12,245 | $1.49M | 0.31% | −306−2.4% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 12,268 | $1.49M | 1.65% | −75−0.6% | Reduced |
| Insight Inv LLC | 12,272 | $1.49M | 1.51% | +315+2.6% | Added |
| Financial Advocates Investment Management | 12,295 | $1.50M | 0.12% | −195−1.6% | Reduced |
| GoalVest Advisory LLC | 12,035 | $1.50M | 0.95% | +3,131+35.2% | Added |
| Pettee Investors, Inc. | 12,314 | $1.50M | 0.74% | 00.0% | Unchanged |
| Bank of New Hampshire | 12,335 | $1.50M | 0.43% | −3,471−22.0% | Reduced |
| Johnson Financial Group, Inc. | 12,344 | $1.50M | 0.11% | −550−4.3% | Reduced |
| Boston Financial Mangement LLC | 12,367 | $1.50M | 0.06% | +836+7.3% | Added |
| Wealth Alliance Advisory Group, LLC | 12,382 | $1.50M | 0.71% | −508−3.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 12,454 | $1.51M | 1.63% | +447+3.7% | Added |
| Pegasus Asset Management, Inc. | 12,545 | $1.52M | 0.83% | −341−2.6% | Reduced |
| Capital Wealth Planning, LLC | 12,555 | $1.53M | 0.03% | −4,577−26.7% | Reduced |
| Powers Advisory Group, LLC | 12,551 | $1.53M | 1.17% | −428−3.3% | Reduced |
| Argus Investors' Counsel, Inc. | 12,560 | $1.53M | 1.13% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 12,583 | $1.53M | 0.11% | +8,973+248.6% | Added |
| 9258 Wealth Management, LLC | 12,595 | $1.53M | 0.39% | +507+4.2% | Added |
| Centric Wealth Management | 12,611 | $1.53M | 0.56% | +454+3.7% | Added |
| MTM Investment Management, LLC | 12,517 | $1.53M | 0.83% | +779+6.6% | Added |
| IMA Wealth, Inc. | 12,635 | $1.54M | 0.38% | +12,479+7,999.4% | Added |
| Virginia Wealth Management Group, Inc. | 12,781 | $1.55M | 1.49% | −70−0.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,427 | $1.56M | 0.93% | −251−2.4% | Reduced |
| Weatherly Asset Management L. P. | 12,888 | $1.57M | 0.22% | +10.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 11,596 | $1.57M | 0.17% | +5,798+100.0% | Added |
| Gilbert & Cook, Inc. | 12,906 | $1.57M | 0.28% | +394+3.1% | Added |
| Symphony Financial, Ltd. Co. | 12,887 | $1.57M | 0.46% | +291+2.3% | Added |
| Trust Co of Toledo NA | 12,924 | $1.57M | 0.28% | +17+0.1% | Added |
| Peddock Capital Advisors, LLC | 12,923 | $1.57M | 0.61% | +248+2.0% | Added |
| FLC Capital Advisors | 12,971 | $1.58M | 0.53% | −301−2.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.58M | 0.63% | 00.0% | Unchanged |
| Boltwood Capital Management | 13,025 | $1.58M | 0.69% | −177−1.3% | Reduced |
| Allred Capital Management, LLC | 13,039 | $1.58M | 1.00% | −728−5.3% | Reduced |
| Balentine LLC | 13,078 | $1.59M | 0.06% | −14,768−53.0% | Reduced |
| CAPROCK Group, Inc. | 13,118 | $1.59M | 0.16% | +196+1.5% | Added |
| Ironwood Investment Counsel, LLC | 13,191 | $1.60M | 0.45% | −457−3.3% | Reduced |
| North Star Investment Management Corp. | 13,210 | $1.61M | 0.15% | +39+0.3% | Added |
| Gables Capital Management Inc. | 13,219 | $1.61M | 1.21% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 13,279 | $1.61M | 0.06% | −344−2.5% | Reduced |
| SeaCrest Wealth Management, LLC | 13,282 | $1.61M | 0.20% | +757+6.0% | Added |
| TAP Consulting, LLC | 13,300 | $1.62M | 0.45% | +9,379+239.2% | Added |
| Pinnacle Holdings, LLC | 13,370 | $1.63M | 0.74% | +143+1.1% | Added |
| WT Wealth Management | 13,371 | $1.63M | 0.80% | −4,268−24.2% | Reduced |
| Windsor Capital Management, LLC | 13,389 | $1.63M | 0.58% | −39−0.3% | Reduced |
| CFM Wealth Partners LLC | 13,390 | $1.63M | 0.49% | +93+0.7% | Added |