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; 4,426 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
- 2,627
- −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
- 1,127 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 538 | $65.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 554 | $67.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 559 | $68.0K | 0.04% | −3,271−85.4% | Reduced |
| AlphaMark Advisors, LLC | 558 | $68.0K | 0.03% | 00.0% | Unchanged |
| Lake Point Wealth Management | 560 | $68.0K | 0.04% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 592 | $72.0K | 0.05% | −10,181−94.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 600 | $72.9K | 0.11% | +600 | New |
| AGF Investments LLC | 599 | $73.0K | 0.01% | −1,273−68.0% | Reduced |
| Mascoma Wealth Management LLC | 603 | $73.0K | 0.02% | −6−1.0% | Reduced |
| PYA Waltman Capital, LLC | 599 | $73.0K | 0.04% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 602 | $73.0K | 0.05% | +34+6.0% | Added |
| Canton Hathaway, LLC | 672 | $82.0K | 0.03% | −2,250−77.0% | Reduced |
| Earnest Partners LLC | 687 | $84.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 661 | $85.0K | 0.03% | −532−44.6% | Reduced |
| Cordasco Financial Network | 700 | $85.0K | 0.06% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 729 | $88.6K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 733 | $89.0K | 0.02% | +2+0.3% | Added |
| Kelly Lawrence W & Associates Inc | 740 | $90.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 740 | $90.0K | 0.06% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 739 | $90.0K | 0.06% | +102+16.0% | Added |
| Baron Financial Group, LLC | 765 | $93.0K | 0.06% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 773 | $94.0K | 0.01% | +101+15.0% | Added |
| Laurel Wealth Planning LLC | 782 | $95.0K | 0.07% | −48−5.8% | Reduced |
| Cranbrook Wealth Management, LLC | 791 | $96.0K | 0.02% | +1+0.1% | Added |
| RE Dickinson Investment Advisors, LLC | 806 | $98.0K | 0.08% | 00.0% | Unchanged |
| Howe & Rusling Inc | 830 | $101.0K | 0.01% | −83−9.1% | Reduced |
| Avion Wealth | 837 | $102.0K | 0.03% | −172−17.0% | Reduced |
| WFA Asset Management Corp | 842 | $102.4K | 0.07% | +17+2.1% | Added |
| FSC Wealth Advisors, LLC | 877 | $107.0K | 0.95% | −3−0.3% | Reduced |
| Schubert & Co | 884 | $108.0K | 0.10% | +135+18.0% | Added |
| Core Wealth Advisors, Inc. | 893 | $109.0K | 0.07% | −59−6.2% | Reduced |
| Blume Capital Management, Inc. | 900 | $109.0K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 925 | $112.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 918 | $112.0K | 0.06% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 923 | $112.0K | 0.10% | +6+0.7% | Added |
| Curi Capital | 920 | $112.0K | 0.02% | +829+911.0% | Added |
| Miller Wealth Advisors, LLC | 942 | $115.0K | 0.10% | 00.0% | Unchanged |
| Retirement Group, LLC | 950 | $115.0K | 0.05% | +20+2.2% | Added |
| Pacific Center for Financial Services | 961 | $117.0K | 0.05% | +792+468.6% | Added |
| Ten Capital Wealth Advisors, LLC | 1,000 | $122.0K | 0.05% | +26+2.7% | Added |
| Accel Wealth Management | 949 | $123.0K | 0.07% | +146+18.2% | Added |
| Covestor Ltd | 1,037 | $126.0K | 0.10% | −125−10.8% | Reduced |
| Financial Management Professionals, Inc. | 1,040 | $126.0K | 0.03% | −85−7.6% | Reduced |
| Tyler-Stone Wealth Management | 1,058 | $129.0K | 0.09% | +1+0.1% | Added |
| Western Pacific Wealth Management, LP | 1,075 | $130.0K | 0.13% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,078 | $131.0K | 0.06% | +626+138.5% | Added |
| Lansing Street Advisors | 1,104 | $134.0K | 0.10% | +2+0.2% | Added |
| O'Dell Group, LLC | 1,136 | $138.0K | 0.05% | −232−17.0% | Reduced |
| Evolution Advisers, Inc. | 1,148 | $140.0K | 0.11% | +1+0.1% | Added |
| Twin Lakes Capital Management, LLC | 1,166 | $142.0K | 0.10% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,174 | $143.0K | 0.15% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 1,185 | $144.0K | 0.15% | −50−4.0% | Reduced |
| Maryland Capital Advisors Inc. | 1,200 | $146.0K | 0.15% | −25−2.0% | Reduced |
| Bogart Wealth, LLC | 1,335 | $162.0K | 0.01% | +192+16.8% | Added |
| Heritage Financial Services, LLC | 1,344 | $163.0K | 0.09% | +1,344 | New |
| Kozak & Associates, Inc. | 1,363 | $166.0K | 0.11% | −243−15.1% | Reduced |
| TSFG, LLC | 1,369 | $166.0K | 0.07% | −128−8.6% | Reduced |
| Acima Private Wealth, LLC | 1,372 | $166.8K | 0.08% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,403 | $171.0K | 0.00% | +551+64.7% | Added |
| Key Financial Inc | 1,403 | $172.0K | 0.09% | +62+4.6% | Added |
| Compagnie Lombard Odier SCmA | 1,471 | $178.0K | 0.00% | −5,242−78.1% | Reduced |
| Emfo, LLC | 1,466 | $178.0K | 0.18% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $182.0K | 0.02% | −150−9.1% | Reduced |
| Antonetti Capital Management LLC | 1,505 | $183.0K | 0.19% | −285−15.9% | Reduced |
| Clean Yield Group | 1,550 | $188.0K | 0.08% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,563 | $190.0K | 0.02% | −49−3.0% | Reduced |
| Financial Perspectives, Inc | 1,577 | $191.7K | 0.11% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,578 | $192.0K | 0.03% | −108−6.4% | Reduced |
| Ellevest, Inc. | 1,585 | $193.0K | 0.02% | −417−20.8% | Reduced |
| GW&K Investment Management, LLC | 1,595 | $194.0K | 0.00% | −17−1.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,612 | $196.0K | 0.11% | −4,940−75.4% | Reduced |
| Intelligent Financial Strategies | 1,615 | $196.0K | 0.20% | −331−17.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,621 | $197.0K | 0.07% | −603−27.1% | Reduced |
| Evermay Wealth Management LLC | 1,617 | $197.0K | 0.04% | −373−18.7% | Reduced |
| D. Scott Neal, Inc. | 1,645 | $200.0K | 0.08% | −512−23.7% | Reduced |
| Arcus Capital Partners, LLC | 1,644 | $200.0K | 0.09% | +11+0.7% | Added |
| Bond & Devick Financial Network, Inc. | 1,647 | $200.0K | 0.17% | +250+17.9% | Added |
| German American Bancorp, Inc. | 1,662 | $202.0K | 0.03% | −567−25.4% | Reduced |
| Schrum Private Wealth Management LLC | 1,660 | $202.0K | 0.23% | +3+0.2% | Added |
| Burns J W & Co Inc | 1,662 | $202.0K | 0.04% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,661 | $202.0K | 0.01% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,663 | $202.0K | 0.18% | +1,663 | New |
| Carolinas Wealth Consulting LLC | 16,843 | $203.0K | 0.05% | +14,848+744.3% | Added |
| RGT Wealth Advisors, LLC | 1,666 | $203.0K | 0.03% | +1,666 | New |
| Capital Wealth Alliance, LLC | 1,685 | $204.0K | 0.14% | −23−1.3% | Reduced |
| Blossom Wealth Management | 1,678 | $204.0K | 1.03% | +60+3.7% | Added |
| Opal Wealth Advisors, LLC | 1,676 | $204.0K | 0.13% | +1,676 | New |
| Quantum Financial Advisors, LLC | 1,577 | $204.0K | 0.08% | +1,577 | New |
| Integrated Investment Consultants, LLC | 1,683 | $205.0K | 0.07% | −622−27.0% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 1,683 | $205.0K | 0.19% | +2+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 1,693 | $206.0K | 0.08% | −427−20.1% | Reduced |
| Cabot Wealth Management Inc | 1,697 | $206.0K | 0.03% | −340−16.7% | Reduced |
| Meridian Financial Partners LLC | 1,629 | $206.0K | 0.14% | +1,629 | New |
| Sawyer & Company, Inc | 1,704 | $207.0K | 0.11% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 1,701 | $207.0K | 0.05% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,700 | $207.0K | 0.06% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 1,700 | $207.0K | 0.01% | +201+13.4% | Added |
| Rock Creek Group, LP | 1,710 | $208.0K | 0.02% | −818−32.4% | Reduced |
| Alta Wealth Advisors LLC | 1,723 | $208.0K | 0.14% | −409−19.2% | Reduced |
| Advus Financial Partners, LLC | 1,715 | $208.5K | 0.11% | +9+0.5% | Added |