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 |
|---|---|---|---|---|---|
| Partners in Financial Planning | 1,815 | $248.4K | 0.08% | +155+9.3% | Added |
| HBW Advisory Services LLC | 4,042 | $249.0K | 0.07% | +208+5.4% | Added |
| SRS Capital Advisors, Inc. | 2,050 | $249.0K | 0.04% | −87−4.1% | Reduced |
| Schwartz Investment Counsel Inc | 2,050 | $249.0K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,050 | $249.0K | 0.03% | +2,050 | New |
| Hummer Financial Advisory Services Inc | 2,055 | $250.0K | 0.28% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,054 | $250.0K | 0.20% | +453+28.3% | Added |
| Sage Rhino Capital LLC | 2,066 | $251.0K | 0.10% | −46−2.2% | Reduced |
| Warwick Investment Management, Inc. | 2,068 | $251.0K | 0.12% | +15+0.7% | Added |
| Pearl River Capital, LLC | 2,070 | $252.0K | 0.06% | −4,018−66.0% | Reduced |
| Claris Advisors, LLC | 2,090 | $254.0K | 0.27% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,084 | $254.0K | 0.10% | +58+2.9% | Added |
| Community Bank of Raymore | 2,100 | $255.0K | 0.08% | −400−16.0% | Reduced |
| Aurora Private Wealth, Inc. | 2,101 | $255.0K | 0.11% | −175−7.7% | Reduced |
| M&R Capital Management Inc | 2,102 | $255.0K | 0.07% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 2,096 | $255.0K | 0.27% | +200+10.5% | Added |
| Gibson Capital, LLC | 2,100 | $255.0K | 0.08% | +2,100 | New |
| Colony Family Offices, LLC | 2,100 | $255.0K | 0.12% | +2,100 | New |
| West Chester Capital Advisors, Inc | 2,108 | $256.0K | 0.60% | −3,957−65.2% | Reduced |
| EPG Wealth Management LLC | 2,104 | $256.0K | 0.11% | −98−4.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,105 | $256.0K | 0.03% | +46+2.2% | Added |
| Biechele Royce Advisors | 2,118 | $257.0K | 0.11% | +5+0.2% | Added |
| TrueWealth Advisors, LLC | 2,111 | $257.0K | 0.12% | +571+37.1% | Added |
| Blodgett Wealth Advisors, LLC | 2,122 | $258.0K | 0.29% | −82−3.7% | Reduced |
| Clear Creek Financial Management, LLC | 2,126 | $258.0K | 0.05% | +681+47.1% | Added |
| Greenwood Capital Associates LLC | 2,122 | $258.0K | 0.04% | +1,993+1,545.0% | Added |
| Stordahl Capital Management, Inc. | 2,131 | $259.0K | 0.10% | −236−10.0% | Reduced |
| Fortem Financial Group, LLC | 2,132 | $259.0K | 0.17% | −211−9.0% | Reduced |
| Horan Securities, Inc. | 2,009 | $259.0K | 0.16% | +140+7.5% | Added |
| Kolinsky Wealth Management, LLC | 2,140 | $260.0K | 0.31% | −158−6.9% | Reduced |
| Norway Savings Bank | 2,141 | $260.0K | 0.13% | 00.0% | Unchanged |
| David J Yvars Group | 2,122 | $260.0K | 0.35% | −15−0.7% | Reduced |
| Reliant Investment Management, LLC | 2,149 | $261.0K | 0.18% | +7+0.3% | Added |
| Heritage Wealth Management, LLC | 2,152 | $261.6K | 0.09% | 00.0% | Unchanged |
| BCS Wealth Management | 2,156 | $262.0K | 0.12% | −239−10.0% | Reduced |
| Paulson Wealth Management Inc. | 2,167 | $263.0K | 0.14% | −19−0.9% | Reduced |
| Flaharty Asset Management, LLC | 2,166 | $263.0K | 0.05% | +3+0.1% | Added |
| Bernardo Wealth Planning LLC | 2,164 | $263.0K | 0.15% | 00.0% | Unchanged |
| QVR LLC | 2,163 | $263.0K | 0.21% | +2,163 | New |
| Van Cleef Asset Management,Inc | 2,170 | $264.0K | 0.04% | −80−3.6% | Reduced |
| Aull & Monroe Investment Management Corp | 2,173 | $264.0K | 0.13% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2,184 | $265.0K | 0.02% | +60+2.8% | Added |
| HHM Wealth Advisors, LLC | 2,180 | $265.0K | 0.07% | +752+52.7% | Added |
| Cypress Asset Management Inc | 2,188 | $266.0K | 0.10% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 2,195 | $266.9K | 0.42% | −25−1.1% | Reduced |
| Gemmer Asset Management LLC | 2,197 | $267.0K | 0.04% | −13−0.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,197 | $267.0K | 0.17% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 2,194 | $267.0K | 0.03% | +67+3.1% | Added |
| Sage Private Wealth Group, LLC | 2,198 | $267.0K | 0.38% | +415+23.3% | Added |
| Beta Wealth Group, Inc. | 2,200 | $267.0K | 0.18% | +2,200 | New |
| Pinnacle Family Advisors, LLC | 2,204 | $268.0K | 0.22% | −25−1.1% | Reduced |
| Briggs Advisory Group, Inc. | 2,208 | $268.0K | 0.20% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,923 | $268.0K | 0.27% | −9−0.5% | Reduced |
| Oppenheimer & Close, LLC | 2,205 | $268.0K | 0.31% | +500+29.3% | Added |
| Insight Folios Inc | 2,210 | $269.0K | 0.13% | −21−0.9% | Reduced |
| Horst & Graben Wealth Management LLC | 2,211 | $269.0K | 0.07% | +2,211 | New |
| West Paces Advisors Inc. | 2,216 | $269.4K | 0.09% | +229+11.5% | Added |
| McAdam, LLC | 2,217 | $270.0K | 0.03% | −85−3.7% | Reduced |
| Beaumont Financial Partners, LLC | 2,221 | $270.0K | 0.02% | −67−2.9% | Reduced |
| 1620 Investment Advisors, Inc. | 2,222 | $270.0K | 0.37% | +122+5.8% | Added |
| WP Advisors, LLC | 2,224 | $270.0K | 0.12% | +417+23.1% | Added |
| Bank of Nova Scotia Trust Co | 2,228 | $271.0K | 0.03% | −81−3.5% | Reduced |
| Commons Capital, LLC | 2,231 | $271.0K | 0.41% | +14+0.6% | Added |
| Shikiar Asset Management Inc | 2,240 | $272.0K | 0.10% | −50−2.2% | Reduced |
| Fortis Advisors, LLC | 2,234 | $272.0K | 0.18% | +550+32.7% | Added |
| Oxler Private Wealth LLC | 2,241 | $272.6K | 0.13% | +18+0.8% | Added |
| Guyasuta Investment Advisors Inc | 2,245 | $273.0K | 0.02% | −6−0.3% | Reduced |
| Van Strum & Towne Inc. | 2,247 | $273.0K | 0.12% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 2,244 | $273.0K | 0.25% | −2−0.1% | Reduced |
| Riverview Trust Co | 2,246 | $273.0K | 0.24% | +367+19.5% | Added |
| Mayflower Financial Advisors, LLC | 2,252 | $274.0K | 0.04% | −394−14.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,253 | $274.0K | 0.02% | +138+6.5% | Added |
| Ballast Advisors LLC | 2,262 | $275.0K | 0.12% | −180−7.4% | Reduced |
| NCM Capital Management, LLC | 2,259 | $275.0K | 0.19% | 00.0% | Unchanged |
| Cedrus LLC | 2,262 | $275.0K | 0.27% | −84−3.6% | Reduced |
| Front Barnett Associates LLC | 2,271 | $276.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,287 | $278.0K | 0.08% | −131−5.4% | Reduced |
| Waypoint Capital Advisors, LLC | 2,293 | $279.0K | 0.13% | −201−8.1% | Reduced |
| Hamilton Capital, LLC | 2,294 | $279.0K | 0.02% | −147−6.0% | Reduced |
| Fernwood Investment Management, LLC | 2,294 | $279.0K | 0.12% | −100−4.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,303 | $279.0K | 0.07% | +380+19.8% | Added |
| Zions Bancorporation, N.A. | 2,304 | $280.0K | 0.03% | −2,516−52.2% | Reduced |
| Alerus Financial NA | 2,305 | $280.0K | 0.03% | −1,934−45.6% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,303 | $280.0K | 0.14% | +345+17.6% | Added |
| Sunflower Bank, N.A. | 2,314 | $281.0K | 0.06% | −557−19.4% | Reduced |
| Capital Square, LLC | 2,319 | $281.0K | 0.23% | −78−3.3% | Reduced |
| Angeles Investment Advisors, LLC | 2,315 | $281.0K | 0.03% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 2,312 | $281.0K | 0.13% | +2+0.1% | Added |
| Pettinga Financial Advisors, LLC | 2,312 | $281.0K | 0.08% | +139+6.4% | Added |
| Second Half Financial Partners, LLC | 2,071 | $281.0K | 0.22% | 00.0% | Unchanged |
| Ethic Inc. | 2,316 | $282.0K | 0.02% | −156−6.3% | Reduced |
| Rafferty Asset Management, LLC | 2,325 | $283.0K | 0.00% | −1,479−38.9% | Reduced |
| Charter Oak Capital Management, LLC | 2,330 | $283.0K | 0.04% | +5+0.2% | Added |
| Sutton Wealth Advisors Inc. | 2,333 | $283.6K | 0.11% | +82+3.6% | Added |
| First Business Financial Services, Inc. | 2,337 | $284.0K | 0.04% | −36−1.5% | Reduced |
| Blueprint Investment Partners LLC | 2,333 | $284.0K | 0.08% | −22−0.9% | Reduced |
| Hilltop Wealth Advisors, LLC | 2,337 | $284.0K | 0.28% | +2,337 | New |
| Sierra Capital LLC | 2,347 | $285.0K | 0.05% | +5+0.2% | Added |
| Ssi Investment Management LLC | 2,340 | $285.0K | 0.02% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,346 | $285.0K | 0.14% | +19+0.8% | Added |