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 7 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 |
|---|---|---|---|---|---|
| Vishria Bird Financial Group, LLC | 1,716 | $209.0K | 0.14% | −800−31.8% | Reduced |
| Old Point Trust & Financial Services N A | 1,718 | $209.0K | 0.10% | +180+11.7% | Added |
| Boyd Watterson Asset Management LLC | 1,730 | $210.0K | 0.09% | −17−1.0% | Reduced |
| Hohimer Wealth Management, LLC | 1,730 | $210.0K | 0.06% | 00.0% | Unchanged |
| Montis Financial, LLC | 1,730 | $210.0K | 0.20% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 1,731 | $210.0K | 0.12% | +1+0.1% | Added |
| Investment Management of Virginia LLC | 1,725 | $210.0K | 0.04% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 1,724 | $210.0K | 0.09% | +36+2.1% | Added |
| Brown Advisory Securities, LLC | 1,741 | $211.0K | 0.20% | −2,825−61.9% | Reduced |
| StrongBox Wealth, LLC | 1,735 | $211.0K | 0.14% | −134−7.2% | Reduced |
| SFG Wealth Management, LLC. | 1,734 | $211.0K | 0.25% | +2+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 1,733 | $211.0K | 0.03% | +107+6.6% | Added |
| Alera Investment Advisors, LLC | 1,740 | $212.0K | 0.06% | −225−11.5% | Reduced |
| Verus Financial Partners, Inc. | 1,599 | $212.0K | 0.03% | −92−5.4% | Reduced |
| Renaissance Investment Group LLC | 1,746 | $212.0K | 0.07% | +132+8.2% | Added |
| Merrion Investment Management Co, LLC | 1,750 | $213.0K | 0.21% | 00.0% | Unchanged |
| Diversified, LLC | 1,748 | $213.0K | 0.09% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,756 | $213.0K | 0.05% | +139+8.6% | Added |
| Sym Financial Corp | 1,757 | $214.0K | 0.10% | +20+1.2% | Added |
| Applied Capital LLC | 1,763 | $214.0K | 0.15% | +54+3.2% | Added |
| TrinityPoint Wealth, LLC | 1,756 | $214.0K | 0.05% | +1,756 | New |
| Capital Advisors, Ltd. LLC | 1,771 | $215.0K | 0.04% | −49−2.7% | Reduced |
| Navellier & Associates Inc | 1,772 | $215.0K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,766 | $215.0K | 0.04% | +3+0.2% | Added |
| Sadoff Investment Management LLC | 1,768 | $215.0K | 0.02% | +190+12.0% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,778 | $216.0K | 0.28% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 1,784 | $217.0K | 0.03% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,736 | $217.0K | 0.17% | +26+1.5% | Added |
| Cape Cod Five Cents Savings Bank | 1,781 | $217.0K | 0.02% | +1,781 | New |
| SMH Capital Advisors Inc | 1,782 | $217.0K | 0.29% | +1,782 | New |
| Beacon Investment Advisory Services, Inc. | 1,790 | $218.0K | 0.01% | −927−34.1% | Reduced |
| Maple Capital Management, Inc. | 1,793 | $218.0K | 0.03% | +42+2.4% | Added |
| Evolution Wealth Advisors, LLC | 1,800 | $219.0K | 0.06% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,800 | $219.0K | 0.05% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,800 | $219.0K | 0.08% | +1,800 | New |
| Traphagen Investment Advisors LLC | 1,802 | $219.1K | 0.04% | +14+0.8% | Added |
| Hemington Wealth Management | 1,813 | $220.0K | 0.09% | −103−5.4% | Reduced |
| Mezzasalma Advisors, LLC | 1,810 | $220.0K | 0.19% | +160+9.7% | Added |
| Bristlecone Advisors, LLC | 1,813 | $220.0K | 0.03% | +1,813 | New |
| Jackson Square Capital, LLC | 1,819 | $221.0K | 0.09% | −2,230−55.1% | Reduced |
| Twin Focus Capital Partners, LLC | 1,820 | $221.0K | 0.05% | −93−4.9% | Reduced |
| Redwood Financial Network Corp | 1,819 | $221.0K | 0.24% | +262+16.8% | Added |
| Buckley Wealth Management, LLC | 1,833 | $223.0K | 0.07% | −59−3.1% | Reduced |
| Compass Ion Advisors, LLC | 1,837 | $223.0K | 0.06% | +56+3.1% | Added |
| Revolve Wealth Partners, LLC | 1,831 | $223.0K | 0.07% | +111+6.5% | Added |
| Amplius Wealth Advisors, LLC | 1,845 | $224.0K | 0.04% | −415−18.4% | Reduced |
| Financial Network Wealth Management LLC | 1,844 | $224.0K | 0.13% | −180−8.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,843 | $224.0K | 0.05% | +15+0.8% | Added |
| RMR Wealth Builders | 1,859 | $226.0K | 0.06% | +3+0.2% | Added |
| Horizon Wealth Management, LLC | 1,870 | $227.0K | 0.09% | −22−1.2% | Reduced |
| Abundance Wealth Counselors | 1,877 | $228.0K | 0.06% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,875 | $228.0K | 0.09% | +1,875 | New |
| Goepper Burkhardt LLC | 1,895 | $230.0K | 0.16% | −68−3.5% | Reduced |
| Willow Creek Wealth Management Inc. | 1,891 | $230.0K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,900 | $231.0K | 0.24% | −187−9.0% | Reduced |
| McIlrath & Eck, LLC | 1,904 | $231.0K | 0.07% | +32+1.7% | Added |
| LGL Partners, LLC | 1,897 | $231.0K | 0.04% | +530+38.8% | Added |
| Augustine Asset Management Inc | 1,898 | $231.0K | 0.14% | +1,898 | New |
| WCG Wealth Advisors LLC | 1,903 | $231.0K | 0.03% | +1,903 | New |
| Red Cedar Capital, LLC | 1,908 | $232.0K | 0.16% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 1,906 | $232.0K | 0.10% | +188+10.9% | Added |
| West Wealth Group, LLC | 1,910 | $232.0K | 0.11% | +198+11.6% | Added |
| Echo Street Capital Management LLC | 1,909 | $232.0K | 0.00% | +1,909 | New |
| Lauterbach Financial Advisors, LLC | 1,925 | $234.0K | 0.22% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,935 | $235.0K | 0.23% | +41+2.2% | Added |
| Sustainable Insight Capital Management, LLC | 1,779 | $235.0K | 0.23% | +100+6.0% | Added |
| LVM Capital Management Ltd | 1,937 | $236.0K | 0.03% | +28+1.5% | Added |
| Oak Grove Capital LLC | 1,954 | $238.0K | 0.08% | −450−18.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,957 | $238.0K | 0.10% | −26−1.3% | Reduced |
| NinePointTwo Capital | 1,963 | $238.0K | 0.08% | +42+2.2% | Added |
| Darwin Advisors, LLC | 1,803 | $239.0K | 0.05% | −198−9.9% | Reduced |
| M. Kraus & Co | 1,968 | $239.0K | 0.09% | −21−1.1% | Reduced |
| Quaker Wealth Management, LLC | 1,963 | $239.0K | 0.12% | +408+26.2% | Added |
| Integrity Advisory, LLC | 1,973 | $240.0K | 0.23% | −444−18.4% | Reduced |
| Wealth Architects, LLC | 1,974 | $240.0K | 0.05% | −196−9.0% | Reduced |
| Klingman & Associates, LLC | 1,977 | $240.0K | 0.02% | −82−4.0% | Reduced |
| Round Table Services, LLC | 1,972 | $240.0K | 0.04% | −50−2.5% | Reduced |
| DFPG Investments, LLC | 1,865 | $240.0K | 0.10% | +175+10.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,990 | $241.0K | 0.20% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,986 | $241.0K | 0.08% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,988 | $242.0K | 0.04% | −153,755−98.7% | Reduced |
| Versant Capital Management, Inc | 1,994 | $242.0K | 0.09% | −34−1.7% | Reduced |
| ERn Financial, LLC | 1,993 | $242.0K | 0.06% | −25−1.2% | Reduced |
| Avalon Investment & Advisory | 2,001 | $243.0K | 0.01% | −77−3.7% | Reduced |
| MBA Advisors LLC | 1,996 | $243.0K | 0.17% | −34−1.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,013 | $243.0K | 0.22% | +5+0.2% | Added |
| Colrain Capital LLC | 2,000 | $243.0K | 0.38% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 2,000 | $243.0K | 0.08% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,000 | $243.0K | 0.12% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $243.0K | 0.24% | 00.0% | Unchanged |
| Element Wealth, LLC | 2,000 | $243.0K | 0.24% | +10+0.5% | Added |
| Syntal Capital Partners, LLC | 2,000 | $243.0K | 0.11% | +2,000 | New |
| Wedgewood Investors Inc | 2,010 | $244.0K | 0.34% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 2,008 | $244.0K | 0.46% | +255+14.5% | Added |
| Strategic Wealth Designers | 2,015 | $245.0K | 0.06% | −329−14.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,030 | $246.0K | 0.03% | +2,030 | New |
| FirstPurpose Wealth LLC | 2,033 | $247.0K | 0.17% | +412+25.4% | Added |
| Villere St Denis J & Co LLC | 2,047 | $248.0K | 0.02% | −200−8.9% | Reduced |
| Objective Capital Management, LLC | 2,040 | $248.0K | 0.25% | −150−6.8% | Reduced |
| Armstrong Henry H Associates Inc | 2,037 | $248.0K | 0.03% | 00.0% | Unchanged |