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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 23,050 | $2.80M | 0.28% | −14,085−37.9% | Reduced |
| Citizens Business Bank | 23,158 | $2.81M | 0.40% | −101−0.4% | Reduced |
| Ingalls & Snyder LLC | 23,120 | $2.81M | 0.15% | −159−0.7% | Reduced |
| Claret Asset Management Corp | 23,151 | $2.81M | 0.61% | −30−0.1% | Reduced |
| SlateStone Wealth, LLC | 23,168 | $2.82M | 0.72% | −16,270−41.3% | Reduced |
| Cullen Capital Management LLC | 23,312 | $2.83M | 0.03% | −84−0.4% | Reduced |
| Belpointe Asset Management LLC | 33,326 | $2.84M | 0.19% | −1,425−4.1% | Reduced |
| CFO4Life Group, LLC | 22,074 | $2.84M | 0.71% | −287−1.3% | Reduced |
| Family Legacy, Inc. | 22,840 | $2.86M | 1.35% | +20.0% | Added |
| HM Capital Management, LLC | 23,598 | $2.87M | 1.60% | +2,005+9.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 23,683 | $2.88M | 0.38% | +21,923+1,245.6% | Added |
| Lincluden Management Ltd | 23,725 | $2.88M | 0.32% | −532−2.2% | Reduced |
| Walker Asset Management, LLC | 23,780 | $2.89M | 2.60% | +638+2.8% | Added |
| Beecher Investors Inc | 23,825 | $2.90M | 4.19% | 00.0% | Unchanged |
| Carlson Capital L P | 23,900 | $2.91M | 0.20% | +23,900 | New |
| Paradigm Financial Partners, LLC | 23,203 | $2.91M | 0.87% | −84−0.4% | Reduced |
| Choate Investment Advisors | 23,975 | $2.92M | 0.18% | +1,105+4.8% | Added |
| Waldron Private Wealth LLC | 24,004 | $2.92M | 0.16% | +125+0.5% | Added |
| Capstone Triton Financial Group, LLC | 22,032 | $2.92M | 2.21% | +242+1.1% | Added |
| Guardian Investment Management | 24,165 | $2.94M | 2.56% | +5,100+26.8% | Added |
| Apollon Wealth Management, LLC | 24,174 | $2.94M | 0.24% | −2,828−10.5% | Reduced |
| Keene & Associates, Inc. | 24,186 | $2.94M | 2.75% | −107−0.4% | Reduced |
| Riverview Capital Advisers, LLC | 24,204 | $2.94M | 1.63% | −100.0% | Reduced |
| Hutner Capital Management Inc | 24,304 | $2.96M | 1.94% | −31−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 24,307 | $2.96M | 0.36% | +125+0.5% | Added |
| BFSG, LLC | 24,416 | $2.97M | 0.54% | −26,153−51.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 24,424 | $2.97M | 0.46% | +937+4.0% | Added |
| Richelieu Gestion PLC | 24,444 | $2.97M | 3.37% | +263+1.1% | Added |
| LaFleur & Godfrey LLC | 24,575 | $2.99M | 0.47% | −443−1.8% | Reduced |
| Madden Securities Corp | 24,651 | $3.00M | 1.64% | +12,280+99.3% | Added |
| SevenBridge Financial Group, LLC | 24,706 | $3.00M | 1.21% | +108+0.4% | Added |
| Cloverfields Capital Group, LP | 24,708 | $3.00M | 0.92% | +985+4.2% | Added |
| Texas Yale Capital Corp. | 24,837 | $3.02M | 0.20% | −2,780−10.1% | Reduced |
| Moloney Securities Asset Management, LLC | 24,858 | $3.02M | 0.71% | −1,190−4.6% | Reduced |
| All Terrain Financial Advisors, LLC | 24,857 | $3.02M | 1.55% | +2,105+9.3% | Added |
| Harrell Investment Partners, LLC | 24,914 | $3.03M | 1.24% | +982+4.1% | Added |
| RFG Advisory, LLC | 24,011 | $3.04M | 0.18% | +6,538+37.4% | Added |
| Centerstone Investors, LLC | 25,000 | $3.04M | 3.50% | 00.0% | Unchanged |
| Junson Asset Management (Hong Kong) Ltd | 25,000 | $3.04M | 0.97% | +25,000 | New |
| Lincoln National Corp | 25,138 | $3.06M | 0.07% | −337−1.3% | Reduced |
| Wills Financial Group, Inc. | 25,142 | $3.06M | 1.50% | −1,375−5.2% | Reduced |
| Desjardins Global Asset Management Inc. | 25,354 | $3.08M | 0.40% | −17,149−40.3% | Reduced |
| Stratos Wealth Advisors, LLC | 25,376 | $3.08M | 0.28% | −199−0.8% | Reduced |
| Diversified Investment Strategies, LLC | 25,490 | $3.10M | 2.55% | +1,765+7.4% | Added |
| JT Stratford LLC | 25,520 | $3.10M | 0.98% | +1,014+4.1% | Added |
| Radnor Capital Management, LLC | 25,550 | $3.11M | 0.85% | 00.0% | Unchanged |
| Arrow Financial Corp | 25,570 | $3.11M | 0.42% | +421+1.7% | Added |
| Profund Advisors LLC | 25,659 | $3.12M | 0.20% | −5,802−18.4% | Reduced |
| Ameritas Investment Partners, Inc. | 25,939 | $3.15M | 0.14% | +690+2.7% | Added |
| NovaPoint Capital, LLC | 25,947 | $3.15M | 1.37% | +1,367+5.6% | Added |
| Robbins Farley LLC | 26,220 | $3.19M | 3.32% | −1,638−5.9% | Reduced |
| Kavar Capital Partners Group, LLC | 26,235 | $3.19M | 0.74% | +1,171+4.7% | Added |
| Financial Advisory Partners, LLC | 26,291 | $3.20M | 1.32% | +855+3.4% | Added |
| KG&L Capital Management,LLC | 26,310 | $3.20M | 1.73% | +3,081+13.3% | Added |
| Comerica Securities,inc. | 26,348 | $3.20M | 0.24% | −1,713−6.1% | Reduced |
| Cordatus Wealth Management LLC | 26,348 | $3.20M | 1.49% | +11,955+83.1% | Added |
| Pensionmark Financial Group, LLC | 24,655 | $3.22M | 0.68% | +329+1.4% | Added |
| Institutional & Family Asset Management, LLC | 26,540 | $3.23M | 0.56% | +1,261+5.0% | Added |
| Horan Capital Advisors, LLC. | 26,565 | $3.23M | 1.50% | +206+0.8% | Added |
| Quest Investment Management LLC | 26,580 | $3.23M | 0.38% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26,587 | $3.23M | 0.25% | +1,637+6.6% | Added |
| IFP Advisors, Inc | 43,649 | $3.24M | 0.11% | −24,663−36.1% | Reduced |
| Blue Fin Capital, Inc. | 26,632 | $3.24M | 1.15% | −125−0.5% | Reduced |
| Evercore Wealth Management, LLC | 26,643 | $3.24M | 0.07% | −779−2.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 26,599 | $3.25M | 0.77% | +26,599 | New |
| Strategy Asset Managers LLC | 26,760 | $3.25M | 1.00% | −489−1.8% | Reduced |
| Bank of Hawaii | 26,770 | $3.25M | 0.21% | −74−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 26,789 | $3.26M | 0.05% | −53,406−66.6% | Reduced |
| ICA Group Wealth Management, LLC | 23,774 | $3.26M | 0.61% | +1,900+8.7% | Added |
| Ar Asset Management Inc | 26,800 | $3.26M | 0.92% | 00.0% | Unchanged |
| Ergoteles LLC | 26,810 | $3.26M | 0.10% | +16,244+153.7% | Added |
| Hall Capital Management Co Inc | 26,821 | $3.26M | 2.15% | +3,478+14.9% | Added |
| Gamble Jones Investment Counsel | 26,864 | $3.27M | 0.24% | −506−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 26,907 | $3.27M | 0.19% | +1,710+6.8% | Added |
| CTC LLC | 26,910 | $3.27M | 0.19% | +26,910 | New |
| Patton Albertson Miller Group, LLC | 26,965 | $3.28M | 0.67% | +620+2.4% | Added |
| Silvant Capital Management LLC | 26,992 | $3.28M | 0.80% | −391−1.4% | Reduced |
| Boothbay Fund Management, LLC | 27,017 | $3.29M | 0.11% | +27,017 | New |
| Freestone Capital Holdings, LLC | 27,053 | $3.29M | 0.13% | −5,022−15.7% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $3.29M | 2.42% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 27,151 | $3.30M | 0.25% | −901−3.2% | Reduced |
| Reuter James Wealth Management, LLC | 27,158 | $3.30M | 2.05% | −81−0.3% | Reduced |
| Adell Harriman & Carpenter Inc | 27,175 | $3.30M | 0.41% | −9,299−25.5% | Reduced |
| Sargent Bickham Lagudis LLC | 27,213 | $3.31M | 0.29% | +688+2.6% | Added |
| Capital Analysts, LLC | 27,339 | $3.32M | 0.23% | +722+2.7% | Added |
| Lazard Asset Management LLC | 27,354 | $3.33M | 0.00% | −319,457−92.1% | Reduced |
| HYA Advisors, Inc | 27,389 | $3.33M | 1.31% | +29+0.1% | Added |
| Deseret Mutual Benefit Administrators | 27,440 | $3.34M | 0.75% | +228+0.8% | Added |
| Allen Capital Group, LLC | 27,446 | $3.34M | 0.68% | +3,925+16.7% | Added |
| Somerset Trust Co | 27,475 | $3.34M | 1.46% | +244+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 27,536 | $3.35M | 0.29% | −3,700−11.8% | Reduced |
| Silvercrest Asset Management Group LLC | 27,661 | $3.36M | 0.03% | −730−2.6% | Reduced |
| Gamco Investors, Inc. Et Al | 27,674 | $3.37M | 0.04% | −517−1.8% | Reduced |
| Windward Capital Management Co | 27,821 | $3.38M | 0.36% | +167+0.6% | Added |
| Intact Investment Management Inc. | 27,900 | $3.39M | 0.11% | −3,500−11.1% | Reduced |
| Capital City Trust Co | 27,981 | $3.40M | 1.11% | −189−0.7% | Reduced |
| RBA Wealth Management, LLC | 28,018 | $3.41M | 1.89% | +1,539+5.8% | Added |
| Laffer Tengler Investments | 28,182 | $3.43M | 1.20% | +843+3.1% | Added |
| Change Path, LLC | 28,233 | $3.43M | 0.19% | +13,227+88.1% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 28,507 | $3.44M | 0.75% | 00.0% | Unchanged |