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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 11,574 | $1.63M | 0.28% | −2,502−17.8% | Reduced |
| Martin & Co Inc | 13,422 | $1.63M | 0.47% | +316+2.4% | Added |
| Oak Harbor Wealth Partners, LLC | 13,451 | $1.64M | 0.65% | +1,103+8.9% | Added |
| Blueshift Asset Management, LLC | 13,454 | $1.64M | 0.27% | +13,454 | New |
| Optimum Investment Advisors | 13,500 | $1.64M | 0.82% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 13,504 | $1.64M | 0.44% | +603+4.7% | Added |
| QP Wealth Management, LLC | 13,515 | $1.64M | 2.25% | −100−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 13,527 | $1.65M | 0.07% | −4,330−24.2% | Reduced |
| StoneX Group Inc. | 13,547 | $1.65M | 0.20% | −4,652−25.6% | Reduced |
| Quadrant Capital Group LLC | 13,557 | $1.65M | 0.22% | −923−6.4% | Reduced |
| Invst, LLC | 12,765 | $1.65M | 0.26% | −638−4.8% | Reduced |
| Keebeck Wealth Management, LLC | 13,555 | $1.65M | 0.31% | +1,533+12.8% | Added |
| AdvisorNet Financial, Inc | 13,561 | $1.65M | 0.16% | +475+3.6% | Added |
| Founders Capital Management | 13,624 | $1.66M | 1.31% | −11,327−45.4% | Reduced |
| Abbrea Capital, LLC | 13,630 | $1.66M | 0.28% | −173−1.3% | Reduced |
| Zullo Investment Group, Inc. | 13,654 | $1.66M | 1.04% | +311+2.3% | Added |
| Chimera Capital Management LLC | 13,661 | $1.66M | 0.78% | +13,661 | New |
| CoreFirst Bank & Trust | 13,680 | $1.66M | 1.31% | +1,714+14.3% | Added |
| Valmark Advisers, Inc. | 13,685 | $1.66M | 0.03% | −301−2.2% | Reduced |
| Spirit of America Management Corp | 13,684 | $1.66M | 0.38% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 13,740 | $1.67M | 0.72% | +4,058+41.9% | Added |
| Financial Partners Capital Management LLC | 13,737 | $1.67M | 0.36% | −513−3.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 13,752 | $1.67M | 0.55% | +1,403+11.4% | Added |
| Pinnacle Private Wealth, LLC | 13,758 | $1.67M | 0.65% | +564+4.3% | Added |
| Mission Wealth Management, LP | 13,805 | $1.68M | 0.09% | +69+0.5% | Added |
| Dakota Wealth Management | 13,825 | $1.68M | 0.16% | −4,198−23.3% | Reduced |
| Hartford Financial Management Inc. | 13,838 | $1.68M | 0.47% | −497−3.5% | Reduced |
| Front Row Advisors LLC | 13,859 | $1.69M | 0.83% | −235−1.7% | Reduced |
| Security National Bank of Sioux City Iowa | 13,922 | $1.69M | 1.44% | +25+0.2% | Added |
| Parallax Volatility Advisers, L.P. | 13,961 | $1.70M | 0.00% | −181,176−92.8% | Reduced |
| Canandaigua National Corp | 13,955 | $1.70M | 0.30% | −129−0.9% | Reduced |
| Aspen Investment Management Inc | 13,965 | $1.70M | 1.06% | −2,241−13.8% | Reduced |
| Hilltop Holdings Inc. | 13,989 | $1.70M | 0.23% | +553+4.1% | Added |
| Bailard, Inc. | 14,020 | $1.71M | 0.07% | +304+2.2% | Added |
| IFG Advisory, LLC | 14,070 | $1.71M | 0.19% | −1,350−8.8% | Reduced |
| Essex Savings Bank | 14,057 | $1.71M | 0.65% | +182+1.3% | Added |
| Fund Management at Engine No. 1 LLC | 14,176 | $1.72M | 0.46% | −14,152−50.0% | Reduced |
| St. Johns Investment Management Company, LLC | 14,180 | $1.72M | 1.10% | +703+5.2% | Added |
| Ropes Wealth Advisors LLC | 14,250 | $1.73M | 0.36% | +200+1.4% | Added |
| Budros, Ruhlin & Roe, Inc. | 14,261 | $1.73M | 0.21% | −32−0.2% | Reduced |
| Arlington Partners LLC | 14,474 | $1.76M | 0.58% | +2,675+22.7% | Added |
| Roman Butler Fullerton & Co | 13,647 | $1.76M | 0.98% | +64+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 14,498 | $1.76M | 0.18% | −482−3.2% | Reduced |
| Costello Asset Management, INC | 14,534 | $1.77M | 1.53% | −960−6.2% | Reduced |
| ICW Investment Advisors LLC | 14,545 | $1.77M | 1.13% | +87+0.6% | Added |
| Lester Murray Antman dba SimplyRich | 14,585 | $1.77M | 0.74% | −204−1.4% | Reduced |
| Doliver Advisors, LP | 14,580 | $1.77M | 0.63% | +2,238+18.1% | Added |
| Finer Wealth Management, Inc. | 14,587 | $1.77M | 1.62% | +414+2.9% | Added |
| Bangor Savings Bank | 14,597 | $1.77M | 0.19% | −103−0.7% | Reduced |
| Welch Group, LLC | 14,635 | $1.78M | 0.11% | −91−0.6% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 14,660 | $1.78M | 2.30% | +688+4.9% | Added |
| Summit Place Financial Advisors, LLC | 14,670 | $1.78M | 1.50% | +2,290+18.5% | Added |
| Equitable Holdings, Inc. | 14,702 | $1.79M | 0.03% | −5,958−28.8% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $1.79M | 0.10% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 14,325 | $1.79M | 1.27% | +71+0.5% | Added |
| Wintrust Investments LLC | 14,783 | $1.80M | 0.21% | +670+4.7% | Added |
| MSH Capital Advisors LLC | 14,833 | $1.80M | 0.84% | +158+1.1% | Added |
| Siemens Fonds Invest GmbH | 14,835 | $1.80M | 0.19% | −558−3.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 14,848 | $1.81M | 0.46% | −733−4.7% | Reduced |
| Parkside Financial Bank & Trust | 14,882 | $1.81M | 0.55% | −163−1.1% | Reduced |
| Meritage Portfolio Management | 14,907 | $1.81M | 0.14% | −42,054−73.8% | Reduced |
| Private Trust Co NA | 14,908 | $1.81M | 0.28% | −5,468−26.8% | Reduced |
| Members Capital Advisors Inc | 14,905 | $1.81M | 1.31% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 14,811 | $1.81M | 1.13% | +14,799+123,325.0% | Added |
| Quilter Plc | 14,958 | $1.82M | 0.06% | −685−4.4% | Reduced |
| Vickerman Investment Advisors, Inc. | 14,965 | $1.82M | 0.86% | +5,826+63.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $1.82M | 0.60% | 00.0% | Unchanged |
| Park Circle Co | 15,000 | $1.82M | 1.76% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 15,013 | $1.82M | 0.13% | +5,424+56.6% | Added |
| Shelton Capital Management | 15,034 | $1.83M | 0.08% | +166+1.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $1.83M | 1.65% | 00.0% | Unchanged |
| Sepio Capital, LP | 15,059 | $1.83M | 0.18% | −85−0.6% | Reduced |
| Qtron Investments LLC | 15,060 | $1.83M | 0.40% | +427+2.9% | Added |
| Duff & Phelps Investment Management Co | 15,096 | $1.83M | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 15,093 | $1.83M | 0.34% | +643+4.4% | Added |
| ARGI Investment Services, LLC | 15,094 | $1.83M | 0.06% | +1,160+8.3% | Added |
| Reynolds Investment Management, Inc. | 15,100 | $1.84M | 0.65% | −639−4.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,108 | $1.84M | 1.38% | −447−2.9% | Reduced |
| Centaurus Financial, Inc. | 15,117 | $1.84M | 0.18% | −2,008−11.7% | Reduced |
| Trust Co of Virginia | 15,125 | $1.84M | 0.22% | +277+1.9% | Added |
| Ledyard National Bank | 15,227 | $1.85M | 0.22% | −388−2.5% | Reduced |
| Congress Park Capital LLC | 15,251 | $1.85M | 1.19% | −951−5.9% | Reduced |
| Main Street Financial Solutions, LLC | 15,108 | $1.86M | 0.24% | +3,677+32.2% | Added |
| Bank of Stockton | 15,385 | $1.87M | 0.70% | −1,000−6.1% | Reduced |
| Anchor Investment Management, LLC | 15,408 | $1.87M | 0.27% | +441+2.9% | Added |
| Riverbridge Partners LLC | 15,457 | $1.88M | 0.03% | −188−1.2% | Reduced |
| Hudson Value Partners, LLC | 15,535 | $1.89M | 1.20% | −508−3.2% | Reduced |
| Successful Portfolios LLC | 15,677 | $1.91M | 1.28% | −181−1.1% | Reduced |
| Duncker Streett & Co Inc | 15,715 | $1.91M | 0.46% | −111−0.7% | Reduced |
| Beech Hill Advisors, Inc. | 15,733 | $1.91M | 1.02% | +15,733 | New |
| Ieq Capital, LLC | 15,792 | $1.92M | 0.06% | −17,637−52.8% | Reduced |
| Marshall Financial Group LLC | 15,788 | $1.92M | 0.77% | +4,424+38.9% | Added |
| Magnetar Financial LLC | 15,806 | $1.92M | 0.02% | +15,806 | New |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 15,837 | $1.93M | 1.64% | +4,800+43.5% | Added |
| Kensington Investment Counsel, LLC | 15,913 | $1.94M | 1.65% | −268−1.7% | Reduced |
| NTV Asset Management LLC | 15,916 | $1.94M | 0.38% | +100+0.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 15,923 | $1.94M | 0.65% | +1,185+8.0% | Added |
| Smithfield Trust Co | 15,978 | $1.94M | 0.14% | +440+2.8% | Added |
| We Are One Seven, LLC | 15,952 | $1.94M | 0.27% | −423−2.6% | Reduced |
| Security National Bank of So Dak | 15,964 | $1.94M | 1.61% | −49−0.3% | Reduced |