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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 28,366 | $3.45M | 0.19% | +6,930+32.3% | Added |
| Resources Management Corp | 28,415 | $3.46M | 0.56% | −423−1.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 28,453 | $3.46M | 1.08% | +1,557+5.8% | Added |
| Bridges Investment Management Inc | 28,523 | $3.47M | 0.13% | −1,861−6.1% | Reduced |
| NBT Bank N A | 28,558 | $3.47M | 0.53% | −315−1.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 28,622 | $3.48M | 1.42% | −68−0.2% | Reduced |
| Empirical Finance, LLC | 28,700 | $3.49M | 0.44% | +1,543+5.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 28,698 | $3.49M | 0.95% | +1,751+6.5% | Added |
| Northcape Wealth Management, LLC | 28,744 | $3.50M | 1.34% | −606−2.1% | Reduced |
| Rothschild Investment Corp | 28,761 | $3.50M | 0.32% | −346−1.2% | Reduced |
| SignalPoint Asset Management, LLC | 28,816 | $3.50M | 1.28% | −174−0.6% | Reduced |
| EP Wealth Advisors, LLC | 28,910 | $3.52M | 0.08% | +1,957+7.3% | Added |
| Walter & Keenan Financial Consulting Co | 28,926 | $3.52M | 1.39% | +110+0.4% | Added |
| Diversified Trust Co | 28,941 | $3.52M | 0.15% | −2,193−7.0% | Reduced |
| Ossiam | 29,005 | $3.53M | 0.11% | −23,213−44.5% | Reduced |
| Annandale Capital, LLC | 29,124 | $3.54M | 1.40% | +430+1.5% | Added |
| Proequities, Inc. | 29,216 | $3.55M | 0.30% | −151−0.5% | Reduced |
| Rice Partnership, LLC | 29,312 | $3.56M | 1.25% | −11,422−28.0% | Reduced |
| Venture Visionary Partners LLC | 29,330 | $3.57M | 0.27% | +481+1.7% | Added |
| Gladstone Institutional Advisory LLC | 29,403 | $3.58M | 0.28% | +8,404+40.0% | Added |
| Western Wealth Management, LLC | 29,254 | $3.58M | 0.21% | −907−3.0% | Reduced |
| Confluence Wealth Services, Inc. | 27,573 | $3.58M | 1.57% | +1,783+6.9% | Added |
| Hamilton Point Investment Advisors, LLC | 29,483 | $3.58M | 1.04% | +331+1.1% | Added |
| Capstone Investment Advisors, LLC | 29,504 | $3.59M | 0.08% | +14,481+96.4% | Added |
| Mechanics Bank Trust Department | 29,543 | $3.59M | 0.64% | +42+0.1% | Added |
| United Capital Management of KS, Inc. | 29,720 | $3.61M | 1.70% | +1,028+3.6% | Added |
| Red Door Wealth Management, LLC | 29,750 | $3.62M | 1.34% | +2,173+7.9% | Added |
| Moody National Bank Trust Division | 29,813 | $3.63M | 0.38% | −4,786−13.8% | Reduced |
| Acropolis Investment Management, LLC | 29,835 | $3.63M | 0.36% | +406+1.4% | Added |
| Regal Investment Advisors LLC | 29,830 | $3.63M | 0.38% | +6,740+29.2% | Added |
| Estabrook Capital Management | 29,833 | $3.63M | 0.62% | +485+1.7% | Added |
| Proficio Capital Partners LLC | 29,899 | $3.63M | 0.68% | −685−2.2% | Reduced |
| Oribel Capital Management, LP | 58,500 | $3.63M | 1.15% | +58,500 | New |
| Leonteq Securities AG | 29,944 | $3.64M | 0.17% | +2,687+9.9% | Added |
| Millennium Capital Advisors, LLC | 29,960 | $3.64M | 3.56% | +923+3.2% | Added |
| Exeter Financial, LLC | 30,000 | $3.65M | 2.04% | +274+0.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,253 | $3.68M | 0.05% | +31+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,321 | $3.69M | 0.23% | +5,578+22.5% | Added |
| Natixis Investment Managers International | 30,335 | $3.69M | 0.08% | −12,531−29.2% | Reduced |
| Berkshire Bank | 30,454 | $3.70M | 1.08% | +1,196+4.1% | Added |
| Meiji Yasuda Life Insurance Co | 30,535 | $3.71M | 0.06% | +8,676+39.7% | Added |
| Brookfield Asset Management Inc. | 30,541 | $3.71M | 0.02% | −73,375−70.6% | Reduced |
| Inscription Capital, LLC | 30,588 | $3.72M | 0.67% | +4,044+15.2% | Added |
| Field & Main Bank | 30,630 | $3.72M | 2.40% | +257+0.8% | Added |
| McGuire Investment Group, LLC | 30,689 | $3.73M | 0.80% | −156−0.5% | Reduced |
| Wendell David Associates Inc | 30,756 | $3.74M | 0.48% | +87+0.3% | Added |
| Washington Trust Advisors, Inc. | 30,785 | $3.74M | 0.33% | −258−0.8% | Reduced |
| Ameritas Advisory Services, LLC | 30,792 | $3.74M | 0.22% | +2,506+8.9% | Added |
| William Allan, LLC | 30,855 | $3.75M | 3.33% | −28−0.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 30,937 | $3.76M | 2.61% | +344+1.1% | Added |
| Koshinski Asset Management, Inc. | 30,931 | $3.76M | 0.37% | +713+2.4% | Added |
| Perfromance Wealth Partners, LLC | 30,934 | $3.76M | 0.21% | +2,885+10.3% | Added |
| Raab & Moskowitz Asset Management LLC | 30,956 | $3.76M | 1.47% | +3,835+14.1% | Added |
| Nomura Holdings Inc | 30,664 | $3.76M | 0.03% | −66,507−68.4% | Reduced |
| Investment House LLC | 31,017 | $3.77M | 0.33% | +9,400+43.5% | Added |
| Horrell Capital Management, Inc. | 31,054 | $3.78M | 1.34% | −446−1.4% | Reduced |
| Spring Capital Management, LLC | 31,061 | $3.78M | 3.35% | +1,648+5.6% | Added |
| Jacobs & Co | 31,095 | $3.78M | 0.51% | +646+2.1% | Added |
| Dividend Assets Capital, LLC | 31,206 | $3.79M | 0.82% | −1,217−3.8% | Reduced |
| Schnieders Capital Management LLC | 31,307 | $3.81M | 1.14% | −490−1.5% | Reduced |
| Baugh & Associates, LLC | 31,320 | $3.81M | 2.56% | −310−1.0% | Reduced |
| LGT Fund Management Co Ltd. | 31,357 | $3.81M | 0.56% | +21,207+208.9% | Added |
| Little House Capital LLC | 31,479 | $3.83M | 2.06% | +14,336+83.6% | Added |
| Keel Point, LLC | 30,057 | $3.88M | 0.61% | +2,325+8.4% | Added |
| IronBridge Private Wealth, LLC | 31,953 | $3.88M | 2.92% | +4,035+14.5% | Added |
| Tradewinds, LLC. | 32,141 | $3.91M | 2.66% | +32,141 | New |
| Canal Capital Management, LLC | 32,219 | $3.92M | 1.17% | +28,154+692.6% | Added |
| J.W. Cole Advisors, Inc. | 32,368 | $3.94M | 0.31% | +4,202+14.9% | Added |
| Chickasaw Capital Management LLC | 32,429 | $3.94M | 0.20% | −243−0.7% | Reduced |
| Legacy Wealth Management, LLC | 32,439 | $3.94M | 2.40% | +18,814+138.1% | Added |
| Balasa Dinverno & Foltz LLC | 32,445 | $3.94M | 0.25% | −5,270−14.0% | Reduced |
| Landscape Capital Management, L.L.C. | 32,477 | $3.95M | 0.53% | +27,486+550.7% | Added |
| Financial & Tax Architects, LLC | 32,589 | $3.96M | 1.50% | +4,408+15.6% | Added |
| Asset Planning Services Inc | 32,640 | $3.97M | 2.60% | +1,450+4.6% | Added |
| Murphy Capital Management Inc | 32,730 | $3.98M | 0.55% | +579+1.8% | Added |
| Hixon Zuercher, LLC | 32,746 | $3.98M | 2.58% | +852+2.7% | Added |
| Integrated Wealth Concepts LLC | 32,804 | $3.99M | 0.12% | −2,129−6.1% | Reduced |
| Capital Investment Advisors, LLC | 32,864 | $4.00M | 0.13% | +3,093+10.4% | Added |
| Journey Advisory Group, LLC | 30,152 | $4.00M | 0.92% | +4,573+17.9% | Added |
| Mitchell Capital Management Co | 32,901 | $4.00M | 1.12% | +1,021+3.2% | Added |
| Strategic Wealth Partners, Ltd. | 32,899 | $4.00M | 0.86% | +1,241+3.9% | Added |
| Baker Chad R | 33,000 | $4.01M | 1.12% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 27,820 | $4.02M | 1.55% | −4,090−12.8% | Reduced |
| Parallel Advisors, LLC | 33,113 | $4.03M | 0.18% | −5,256−13.7% | Reduced |
| Wesleyan Assurance Society | 33,250 | $4.04M | 0.58% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 25,621 | $4.05M | 0.20% | +25,621 | New |
| Royal Fund Management, LLC | 33,429 | $4.06M | 0.68% | −1,708−4.9% | Reduced |
| IHT Wealth Management, LLC | 33,444 | $4.07M | 0.36% | +9,721+41.0% | Added |
| Everence Capital Management Inc | 33,450 | $4.07M | 0.36% | −5,230−13.5% | Reduced |
| Spinnaker Trust | 33,529 | $4.08M | 0.31% | −309−0.9% | Reduced |
| Vident Investment Advisory, LLC | 33,655 | $4.09M | 0.12% | −100,947−75.0% | Reduced |
| CX Institutional | 33,892 | $4.12M | 0.31% | −1,437−4.1% | Reduced |
| Arkadios Wealth Advisors | 34,090 | $4.14M | 0.62% | +2,151+6.7% | Added |
| Coston, McIsaac & Partners | 34,117 | $4.15M | 2.51% | +34,117 | New |
| Cantor Fitzgerald, L. P. | 34,162 | $4.15M | 0.08% | +34,162 | New |
| Resources Investment Advisors, LLC. | 34,486 | $4.19M | 0.18% | −2,479−6.7% | Reduced |
| Hodges Capital Management Inc. | 34,609 | $4.21M | 0.42% | +7,985+30.0% | Added |
| Grassi Investment Management | 34,707 | $4.22M | 0.56% | 00.0% | Unchanged |
| Busey Wealth Management | 34,782 | $4.23M | 0.20% | −875−2.5% | Reduced |
| Glen Eagle Advisors, LLC | 34,816 | $4.23M | 1.15% | +2,615+8.1% | Added |