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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 2,720 | $331.0K | 0.06% | +422+18.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 2,730 | $332.0K | 0.08% | 00.0% | Unchanged |
| Heron Bay Capital Management | 2,736 | $333.0K | 0.20% | −713−20.7% | Reduced |
| Cobblestone Capital Advisors LLC | 2,747 | $334.0K | 0.03% | +82+3.1% | Added |
| PDS Planning, Inc | 2,759 | $335.0K | 0.06% | −366−11.7% | Reduced |
| Corsicana & Co. | 2,757 | $335.0K | 0.26% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 2,754 | $335.0K | 0.22% | +9+0.3% | Added |
| McGowan Group Asset Management, Inc. | 2,758 | $335.0K | 0.06% | +241+9.6% | Added |
| United Bank | 2,765 | $336.0K | 0.21% | +2+0.1% | Added |
| Winch Advisory Services, LLC | 2,760 | $336.0K | 0.14% | +72+2.7% | Added |
| Primoris Wealth Advisors, LLC | 2,780 | $337.0K | 0.51% | −1,119−28.7% | Reduced |
| First Citizens Financial Corp | 2,769 | $337.0K | 0.30% | −100−3.5% | Reduced |
| Clarkston Capital Partners, LLC | 2,773 | $337.0K | 0.01% | +100+3.7% | Added |
| Firethorn Wealth Partners, LLC | 2,551 | $338.0K | 0.27% | +16+0.6% | Added |
| E Fund Management Co., Ltd. | 2,788 | $339.0K | 0.03% | +14+0.5% | Added |
| JJJ Advisors Inc. | 2,571 | $339.0K | 0.10% | +227+9.7% | Added |
| Financial Engines Advisors L.L.C. | 2,793 | $339.0K | 0.00% | +2,793 | New |
| Norris Perne & French LLP | 2,795 | $340.0K | 0.03% | −340−10.8% | Reduced |
| Circle Wealth Management, LLC | 2,809 | $341.0K | 0.05% | −2,803−49.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,802 | $341.0K | 0.06% | −63−2.2% | Reduced |
| Iowa State Bank | 2,805 | $341.0K | 0.09% | 00.0% | Unchanged |
| Private Asset Management Inc | 2,816 | $342.0K | 0.06% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,814 | $342.0K | 0.28% | +10.0% | Added |
| TRUE Private Wealth Advisors | 2,825 | $343.0K | 0.05% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,831 | $344.0K | 0.23% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,826 | $344.0K | 0.18% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 2,831 | $344.0K | 0.17% | +11+0.4% | Added |
| MPS Loria Financial Planners, LLC | 2,842 | $345.0K | 0.16% | −80−2.7% | Reduced |
| First City Capital Management, Inc. | 2,839 | $345.0K | 0.21% | −23−0.8% | Reduced |
| Summit Financial, LLC | 2,845 | $345.9K | 0.03% | +21+0.7% | Added |
| Columbia Asset Management | 2,845 | $346.0K | 0.09% | +2,845 | New |
| Smart Money Group LLC | 2,854 | $347.0K | 0.24% | +23+0.8% | Added |
| Green Square Capital Advisors LLC | 2,856 | $347.0K | 0.06% | +42+1.5% | Added |
| Charter Research & Investment Group, Inc. | 2,862 | $348.0K | 0.32% | −3−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 2,864 | $348.0K | 0.14% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,869 | $349.0K | 0.04% | +2+0.1% | Added |
| Austin Asset Management Co Inc | 2,874 | $349.0K | 0.12% | +171+6.3% | Added |
| Auxano Advisors, LLC | 2,881 | $350.0K | 0.17% | +2,881 | New |
| Peak Planning Group, LLC | 2,886 | $350.9K | 0.29% | +2,886 | New |
| Windsor Group LTD | 2,806 | $351.0K | 0.09% | −2,562−47.7% | Reduced |
| Fusion Capital, LLC | 2,889 | $351.0K | 0.22% | −261−8.3% | Reduced |
| Bridgewater Advisors Inc. | 2,890 | $351.0K | 0.07% | −2−0.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,889 | $351.0K | 0.12% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,891 | $351.0K | 0.23% | +500+20.9% | Added |
| Cassia Capital Partners, LLC | 2,897 | $352.0K | 0.35% | +76+2.7% | Added |
| First National Bank | 2,894 | $352.0K | 0.33% | +1,000+52.8% | Added |
| Willner & Heller, LLC | 2,902 | $353.0K | 0.55% | +32+1.1% | Added |
| Fort Sheridan Advisors LLC | 2,912 | $354.0K | 0.12% | −1,000−25.6% | Reduced |
| Patron Partners Advisors, LLC | 2,914 | $354.0K | 0.28% | −11−0.4% | Reduced |
| Mma Asset Management LLC | 2,913 | $354.0K | 0.30% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 2,911 | $354.0K | 0.12% | 00.0% | Unchanged |
| First Bank & Trust | 2,919 | $355.0K | 0.12% | −152−4.9% | Reduced |
| WealthTrust Axiom LLC | 2,920 | $355.0K | 0.13% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,921 | $355.2K | 0.22% | +260+9.8% | Added |
| Minot Wealth Management LLC | 2,937 | $357.0K | 0.09% | +681+30.2% | Added |
| Hallmark Capital Management Inc | 2,946 | $358.0K | 0.03% | −587−16.6% | Reduced |
| Royal Capital Wealth Management, LLC | 2,948 | $358.0K | 0.39% | +2+0.1% | Added |
| Rice Hall James & Associates, LLC | 2,941 | $358.0K | 0.02% | 00.0% | Unchanged |
| Grace & White Inc | 2,950 | $359.0K | 0.07% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,940 | $360.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,968 | $361.0K | 0.25% | −328−10.0% | Reduced |
| Walker Financial Services, Inc. | 2,974 | $361.5K | 0.35% | −26−0.9% | Reduced |
| KerberRose Wealth Management, LLC | 2,975 | $362.0K | 0.29% | +2,975 | New |
| Jag Capital Management, LLC | 2,983 | $363.0K | 0.04% | +1,429+92.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,997 | $364.0K | 0.10% | +2,479+478.6% | Added |
| Transparent Wealth Partners LLC | 2,993 | $364.0K | 0.32% | +2,993 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,000 | $365.0K | 0.09% | −5,562−65.0% | Reduced |
| Watchman Group, Inc. | 3,004 | $365.0K | 0.23% | −234−7.2% | Reduced |
| Montgomery Investment Management Inc | 3,004 | $365.0K | 0.15% | 00.0% | Unchanged |
| James Hambro & Partners | 3,000 | $365.0K | 0.03% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 3,000 | $365.0K | 0.02% | +3,000 | New |
| Wexford Capital LP | 3,000 | $365.0K | 0.06% | +3,000 | New |
| Traynor Capital Management, Inc. | 3,025 | $367.0K | 0.06% | −1,343−30.7% | Reduced |
| Cypress Capital Management LLC | 3,021 | $367.0K | 0.05% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,028 | $368.0K | 0.11% | −56−1.8% | Reduced |
| Bath Savings Trust Co | 3,029 | $368.0K | 0.05% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,047 | $370.0K | 0.16% | +269+9.7% | Added |
| Basepoint Wealth LLC | 3,048 | $370.5K | 0.39% | −78−2.5% | Reduced |
| Hall Laurie J Trustee | 3,055 | $371.0K | 0.17% | −175−5.4% | Reduced |
| Atticus Wealth Management, LLC | 3,053 | $371.0K | 0.15% | +1,494+95.8% | Added |
| Clay Northam Wealth Management, LLC | 3,061 | $372.0K | 0.46% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 3,065 | $373.0K | 0.28% | −3,833−55.6% | Reduced |
| Shayne & Co., LLC | 3,074 | $373.0K | 0.22% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 3,071 | $373.0K | 1.17% | 00.0% | Unchanged |
| United Bank | 3,074 | $374.0K | 0.06% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 3,080 | $374.0K | 0.27% | +200+6.9% | Added |
| Teamwork Financial Advisors, LLC | 3,092 | $376.0K | 0.08% | −478−13.4% | Reduced |
| Shufro Rose & Co LLC | 3,099 | $377.0K | 0.03% | −96−3.0% | Reduced |
| Machina Capital S.A.S. | 3,100 | $377.0K | 0.85% | +318+11.4% | Added |
| Camden Capital, LLC | 3,101 | $377.0K | 0.10% | +1,240+66.6% | Added |
| BSW Wealth Partners | 3,113 | $378.0K | 0.09% | +10+0.3% | Added |
| Ullmann Financial Group, Inc. | 3,108 | $378.0K | 0.10% | +25+0.8% | Added |
| Birch Hill Investment Advisors LLC | 3,121 | $379.0K | 0.02% | −978−23.9% | Reduced |
| Aveo Capital Partners, LLC | 3,124 | $380.0K | 0.06% | +56+1.8% | Added |
| Collective Family Office LLC | 3,136 | $381.0K | 0.16% | −2,581−45.1% | Reduced |
| Tradition Wealth Management, LLC | 3,138 | $382.0K | 0.06% | −790−20.1% | Reduced |
| Well Done, LLC | 3,142 | $382.0K | 0.08% | +20+0.6% | Added |
| Cable Hill Partners, LLC | 3,141 | $382.0K | 0.10% | +47+1.5% | Added |
| McRae Capital Management Inc | 3,150 | $383.0K | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,154 | $383.0K | 0.06% | +343+12.2% | Added |