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
- 2,626
- −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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors LLC | 3,177 | $386.0K | 0.26% | +11+0.3% | Added |
| ACG Wealth | 3,179 | $386.0K | 0.08% | +201+6.7% | Added |
| Burt Wealth Advisors | 3,181 | $387.0K | 0.13% | +2+0.1% | Added |
| Mystic Asset Management, Inc. | 3,188 | $387.0K | 0.24% | +100+3.2% | Added |
| Oxford Financial Group Ltd | 3,179 | $387.0K | 0.06% | +388+13.9% | Added |
| CNB Bank | 3,199 | $389.0K | 0.25% | −100−3.0% | Reduced |
| Alhambra Investment Partners LLC | 3,197 | $389.0K | 0.28% | +195+6.5% | Added |
| Advisory Resource Group | 3,217 | $391.0K | 0.13% | −327−9.2% | Reduced |
| Prudent Man Advisors, LLC | 3,214 | $391.0K | 0.18% | −22−0.7% | Reduced |
| Endurance Wealth Management, Inc. | 3,219 | $391.0K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,235 | $392.0K | 0.01% | −323−9.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,226 | $392.0K | 0.06% | −95−2.9% | Reduced |
| Titus Wealth Management | 3,220 | $392.0K | 0.20% | −18−0.6% | Reduced |
| JNBA Financial Advisors | 3,245 | $395.0K | 0.06% | +140+4.5% | Added |
| Univest Financial Corp | 3,264 | $397.0K | 0.13% | −140−4.1% | Reduced |
| Highland Private Wealth Management | 3,271 | $398.0K | 0.06% | −321−8.9% | Reduced |
| Middleton & Co Inc | 3,273 | $398.0K | 0.05% | −230−6.6% | Reduced |
| Capital Counsel LLC | 3,275 | $398.0K | 0.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,291 | $400.0K | 0.04% | −218−6.2% | Reduced |
| Castle Wealth Management LLC | 3,287 | $400.0K | 0.23% | +3,287 | New |
| Foundation Resource Management Inc | 3,306 | $402.0K | 0.07% | −513−13.4% | Reduced |
| Investors Asset Management of Georgia Inc | 3,314 | $403.0K | 0.21% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,322 | $404.0K | 0.25% | −1,007−23.3% | Reduced |
| D'Orazio & Associates, Inc. | 3,323 | $404.0K | 0.11% | −42−1.2% | Reduced |
| Barings LLC | 3,333 | $405.0K | 0.01% | −2,791−45.6% | Reduced |
| Corbett Road Capital Management, LLC | 3,332 | $405.0K | 0.69% | −1,057−24.1% | Reduced |
| Ironwood Financial, llc | 3,333 | $405.0K | 0.13% | +2+0.1% | Added |
| Sound Income Strategies, LLC | 3,336 | $406.0K | 0.05% | +148+4.6% | Added |
| Rosenberg Matthew Hamilton | 3,312 | $406.0K | 0.15% | +124+3.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 3,344 | $407.0K | 0.09% | −30−0.9% | Reduced |
| Gryphon Financial Partners LLC | 3,349 | $407.0K | 0.10% | +273+8.9% | Added |
| Corundum Group, Inc. | 3,352 | $408.0K | 0.28% | +23+0.7% | Added |
| Barber Financial Group, Inc. | 3,361 | $409.0K | 0.07% | −116−3.3% | Reduced |
| Verity & Verity, LLC | 3,376 | $410.0K | 0.06% | +132+4.1% | Added |
| Ninepoint Partners LP | 3,380 | $411.0K | 0.06% | +158+4.9% | Added |
| Aua Capital Management, LLC | 3,406 | $414.0K | 0.24% | 00.0% | Unchanged |
| Planning Directions Inc | 3,407 | $414.0K | 0.32% | +156+4.8% | Added |
| Spinnaker Investment Group, LLC | 3,416 | $415.0K | 0.17% | −198−5.5% | Reduced |
| NSI Retail Advisors, LLC | 3,413 | $415.0K | 0.10% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 3,426 | $416.0K | 0.35% | −78−2.2% | Reduced |
| BTR Capital Management Inc | 3,430 | $417.0K | 0.06% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 3,433 | $417.0K | 0.20% | +6+0.2% | Added |
| Safeguard Investment Advisory Group, LLC | 2,801 | $417.0K | 0.26% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 3,442 | $417.0K | 0.10% | +3,442 | New |
| Fieldpoint Private Securities, LLC | 3,441 | $418.0K | 0.12% | −4,482−56.6% | Reduced |
| SC&H Financial Advisors, Inc. | 3,441 | $418.0K | 0.19% | −245−6.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,439 | $418.0K | 0.23% | 00.0% | Unchanged |
| American Trust | 3,436 | $418.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,441 | $418.0K | 0.22% | +71+2.1% | Added |
| Aire Advisors, LLC | 3,425 | $418.0K | 0.15% | +1,068+45.3% | Added |
| Kingsbury Capital Investment Advisors LLC | 3,447 | $419.0K | 0.58% | +150+4.5% | Added |
| Alpha Family Trust | 2,485 | $419.0K | 0.27% | +2,485 | New |
| Moreno Evelyn V | 3,450 | $419.0K | 0.10% | +3,450 | New |
| Silverlake Wealth Management LLC | 3,458 | $420.5K | 0.27% | +12+0.3% | Added |
| One Charles Private Wealth Services, LLC | 3,367 | $422.0K | 0.29% | +281+9.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,480 | $423.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Advisors | 3,256 | $423.0K | 0.16% | −20−0.6% | Reduced |
| N.E.W. Advisory Services LLC | 3,486 | $424.0K | 0.07% | −169−4.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,487 | $424.0K | 0.38% | +1,402+67.2% | Added |
| WESPAC Advisors, LLC | 3,492 | $425.0K | 0.32% | +3,492 | New |
| Winning Points Advisors, LLC | 3,509 | $426.0K | 0.47% | −10,000−74.0% | Reduced |
| KWB Wealth | 3,504 | $426.0K | 0.08% | +148+4.4% | Added |
| Meixler Investment Management, Ltd. | 3,509 | $427.0K | 0.49% | −712−16.9% | Reduced |
| Virtue Capital Management, LLC | 3,529 | $429.0K | 0.07% | −6,610−65.2% | Reduced |
| Garrison Asset Management, LLC | 3,529 | $429.0K | 0.29% | +18+0.5% | Added |
| Sabal Trust CO | 3,526 | $429.0K | 0.03% | +38+1.1% | Added |
| Vahanian & Associates Financial Planning Inc. | 3,533 | $430.0K | 1.85% | −1,716−32.7% | Reduced |
| Matisse Capital | 3,539 | $430.0K | 0.41% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 3,536 | $430.0K | 0.59% | 00.0% | Unchanged |
| Signature Wealth Management Group | 3,548 | $431.0K | 0.21% | 00.0% | Unchanged |
| TFC Financial Management | 3,557 | $432.0K | 0.13% | +237+7.1% | Added |
| Parametrica Management Ltd | 3,550 | $432.0K | 0.47% | +3,550 | New |
| Eagle Ridge Investment Management | 3,563 | $433.0K | 0.05% | −100−2.7% | Reduced |
| Bell Bank | 3,566 | $434.0K | 0.05% | +1,227+52.5% | Added |
| Peterson Wealth Advisors, LLC | 3,580 | $435.0K | 0.14% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 3,584 | $436.0K | 0.07% | 00.0% | Unchanged |
| SBK Financial, Inc. | 3,600 | $438.0K | 0.57% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 3,615 | $439.5K | 0.16% | +4+0.1% | Added |
| KFA Private Wealth Group, LLC | 3,616 | $440.0K | 0.24% | −30−0.8% | Reduced |
| CCG Wealth Management, LLC | 3,621 | $440.0K | 0.25% | +933+34.7% | Added |
| Flynn Zito Capital Management, LLC | 3,616 | $440.0K | 0.24% | +3,616 | New |
| Chilton Investment Co LLC | 3,627 | $441.0K | 0.01% | +1,527+72.7% | Added |
| Royal Harbor Partners, LLC | 3,668 | $446.0K | 0.30% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 3,666 | $446.0K | 0.29% | +100+2.8% | Added |
| Derbend Asset Management | 3,680 | $447.0K | 0.37% | +54+1.5% | Added |
| Cypress Wealth Services, LLC | 3,688 | $448.0K | 0.14% | +388+11.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,700 | $450.0K | 0.20% | −20,945−85.0% | Reduced |
| TCWP LLC | 3,709 | $450.0K | 0.10% | +495+15.4% | Added |
| Options Solutions, LLC | 3,700 | $450.0K | 0.62% | +1,887+104.1% | Added |
| Penobscot Investment Management Company, Inc. | 3,720 | $452.0K | 0.08% | −520−12.3% | Reduced |
| Sara-Bay Financial | 3,717 | $452.0K | 0.23% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,738 | $454.0K | 0.25% | −3,789−50.3% | Reduced |
| Kowal Investment Group, LLC | 3,751 | $456.0K | 0.15% | −597−13.7% | Reduced |
| Grimes & Company, Inc. | 3,751 | $456.0K | 0.02% | +250+7.1% | Added |
| Trust Co | 3,778 | $459.0K | 0.10% | −135−3.5% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 3,778 | $459.0K | 0.14% | 00.0% | Unchanged |
| Hudock, Inc. | 3,791 | $461.0K | 0.15% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3,801 | $462.0K | 0.07% | −193−4.8% | Reduced |
| First Financial Corp | 3,817 | $464.0K | 0.31% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,816 | $464.0K | 0.24% | +43+1.1% | Added |