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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 3,817 | $464.0K | 0.18% | +106+2.9% | Added |
| S.E.E.D. Planning Group LLC | 3,813 | $464.0K | 0.21% | +910+31.3% | Added |
| EverSource Wealth Advisors, LLC | 3,807 | $464.0K | 0.12% | +962+33.8% | Added |
| Edgemoor Investment Advisors, Inc. | 3,821 | $465.0K | 0.06% | +28+0.7% | Added |
| Mayfair Advisory Group, LLC | 3,518 | $465.0K | 0.61% | −25−0.7% | Reduced |
| Forte Capital LLC | 3,838 | $467.0K | 0.08% | +219+6.1% | Added |
| Source Financial Advisors LLC | 3,838 | $467.0K | 0.18% | +3,838 | New |
| Wedmont Private Capital | 3,846 | $468.0K | 0.10% | −1,720−30.9% | Reduced |
| UMA Financial Services, Inc. | 3,540 | $469.0K | 0.14% | +2+0.1% | Added |
| Magnus Financial Group LLC | 3,856 | $469.0K | 0.09% | +918+31.2% | Added |
| Camarda Financial Advisors, LLC | 3,856 | $469.0K | 0.46% | +2,196+132.3% | Added |
| InTrack Investment Management Inc | 3,857 | $469.0K | 0.48% | +3,857 | New |
| NFP Retirement, Inc. | 3,859 | $469.1K | 0.12% | −23−0.6% | Reduced |
| Sweet Financial Partners, LLC | 3,870 | $470.0K | 0.15% | −759−16.4% | Reduced |
| Congress Wealth Management LLC | 3,871 | $470.0K | 0.01% | −183−4.5% | Reduced |
| Ellenbecker Investment Group | 3,879 | $471.0K | 0.14% | +571+17.3% | Added |
| Athena Investment Management | 3,898 | $474.0K | 0.37% | −12−0.3% | Reduced |
| Pure Financial Advisors, Inc. | 3,910 | $475.0K | 0.03% | −394−9.2% | Reduced |
| Arbor Investment Advisors, LLC | 3,918 | $476.0K | 0.10% | +24+0.6% | Added |
| Howard Financial Services, Ltd. | 3,915 | $476.0K | 0.16% | +1,984+102.7% | Added |
| Syverson Strege & Co | 3,927 | $477.0K | 0.18% | +118+3.1% | Added |
| Integral Investment Advisors, Inc. | 3,960 | $481.0K | 0.41% | −842−17.5% | Reduced |
| Affinity Wealth Management LLC | 3,854 | $481.0K | 0.11% | −79−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,847 | $482.0K | 0.01% | +4+0.1% | Added |
| Mason Investment Advisory Services, Inc. | 3,977 | $483.5K | 0.05% | −12,739−76.2% | Reduced |
| Vivaldi Capital Management, LLC | 3,978 | $484.0K | 0.13% | −10−0.3% | Reduced |
| Aspiriant, LLC | 4,012 | $485.0K | 0.02% | −88−2.1% | Reduced |
| Solidarilty Wealth, LLC | 3,672 | $485.0K | 0.26% | −44−1.2% | Reduced |
| MEMBERS Trust Co | 4,009 | $487.0K | 0.02% | −210−5.0% | Reduced |
| Nikulski Financial, Inc. | 4,003 | $487.0K | 0.24% | −120−2.9% | Reduced |
| Concord Wealth Partners | 4,017 | $488.0K | 0.13% | −220−5.2% | Reduced |
| Baker Avenue Asset Management, LP | 4,034 | $490.0K | 0.03% | −111−2.7% | Reduced |
| Tiemann Investment Advisors, LLC | 4,038 | $491.0K | 0.26% | −340−7.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,039 | $491.0K | 0.33% | −278−6.4% | Reduced |
| Private Portfolio Partners LLC | 4,039 | $491.1K | 0.14% | +94+2.4% | Added |
| Evoke Wealth, LLC | 4,058 | $493.0K | 0.02% | −274−6.3% | Reduced |
| Private Wealth Strategies, L.L.C. | 4,064 | $496.0K | 0.14% | +62+1.5% | Added |
| Advisors Management Group Inc | 4,080 | $496.0K | 0.17% | +1,728+73.5% | Added |
| Peterson Wealth Services | 4,091 | $497.0K | 0.36% | +632+18.3% | Added |
| Selective Wealth Management, Inc. | 4,100 | $498.0K | 0.18% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,100 | $498.0K | 0.37% | +4,100 | New |
| Lake Street Financial LLC | 4,126 | $502.0K | 0.11% | −1,278−23.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,127 | $502.0K | 0.04% | +18+0.4% | Added |
| Spartan Fund Management Inc. | 4,130 | $502.0K | 0.11% | +4,130 | New |
| Evergreen Wealth Solutions, LLC | 4,135 | $503.0K | 0.62% | −208−4.8% | Reduced |
| Bremer Bank National Association | 4,184 | $508.0K | 0.10% | 00.0% | Unchanged |
| XML Financial, LLC | 4,190 | $509.0K | 0.12% | −904−17.7% | Reduced |
| Cadinha & Co LLC | 4,195 | $510.0K | 0.11% | −3,643−46.5% | Reduced |
| Central Bank & Trust Co | 4,196 | $510.0K | 0.10% | +316+8.1% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,200 | $511.0K | 0.23% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,209 | $512.0K | 0.17% | +155+3.8% | Added |
| Narwhal Capital Management | 4,223 | $513.0K | 0.07% | −373−8.1% | Reduced |
| Miracle Mile Advisors, LLC | 4,232 | $514.0K | 0.02% | −6,359−60.0% | Reduced |
| Violich Capital Management, Inc. | 4,229 | $514.0K | 0.09% | 00.0% | Unchanged |
| New Century Advisors, LLC | 4,230 | $514.0K | 0.58% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 4,229 | $514.0K | 0.17% | +101+2.4% | Added |
| Paragon Capital Management Ltd | 4,232 | $515.0K | 0.14% | +10.0% | Added |
| S.A. Mason LLC | 4,234 | $515.0K | 0.38% | +6+0.1% | Added |
| Hanson & Doremus Investment Management | 4,236 | $515.0K | 0.13% | +157+3.8% | Added |
| Consolidated Planning Corp | 4,236 | $515.0K | 0.16% | +167+4.1% | Added |
| Heck Capital Advisors, LLC | 4,240 | $515.5K | 0.10% | −520−10.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,129 | $516.0K | 0.29% | +8+0.2% | Added |
| Berger Financial Group, Inc | 4,258 | $518.0K | 0.08% | −32,010−88.3% | Reduced |
| E&G Advisors, LP | 4,262 | $518.0K | 0.18% | −30−0.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,275 | $520.0K | 0.37% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 4,276 | $520.0K | 0.31% | +265+6.6% | Added |
| Foster Dykema Cabot & Co Inc | 4,285 | $521.0K | 0.06% | −2,000−31.8% | Reduced |
| Marino, Stram & Associates LLC | 4,285 | $521.0K | 0.18% | +20.0% | Added |
| Baldwin Investment Management, LLC | 4,303 | $523.0K | 0.18% | −22−0.5% | Reduced |
| Capital Planning Advisors, LLC | 4,314 | $524.0K | 0.14% | −290−6.3% | Reduced |
| PAX Financial Group, LLC | 4,321 | $525.0K | 0.13% | +4,321 | New |
| SkyView Investment Advisors, LLC | 4,345 | $528.0K | 0.14% | −50−1.1% | Reduced |
| First Capital Advisors Group, LLC. | 4,345 | $528.0K | 0.36% | +4,345 | New |
| Wimmer Associates 1, LLC | 4,349 | $529.0K | 0.34% | +160+3.8% | Added |
| Ci Investments Inc. | 4,355 | $529.0K | 0.00% | +1,732+66.0% | Added |
| Signature Estate & Investment Advisors LLC | 4,375 | $532.0K | 0.03% | −4,263−49.4% | Reduced |
| Moseley Investment Management Inc | 4,374 | $532.0K | 0.37% | +270+6.6% | Added |
| V2 Financial group LLC | 4,412 | $536.4K | 0.43% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 4,417 | $537.0K | 0.77% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,427 | $538.0K | 0.23% | −693−13.5% | Reduced |
| Congress Asset Management Co | 4,421 | $538.0K | 0.01% | +622+16.4% | Added |
| GYL Financial Synergies, LLC | 4,431 | $539.0K | 0.15% | −413−8.5% | Reduced |
| Culbertson A N & Co Inc | 4,435 | $539.0K | 0.12% | +48+1.1% | Added |
| Townsend Asset Management Corp | 4,454 | $541.0K | 0.28% | −99−2.2% | Reduced |
| Copperwynd Financial, LLC | 4,448 | $541.0K | 0.32% | −42−0.9% | Reduced |
| ZWJ Investment Counsel Inc | 4,470 | $543.0K | 0.03% | +751+20.2% | Added |
| Titleist Asset Management, Ltd. | 4,469 | $543.0K | 0.14% | +830+22.8% | Added |
| RMB Capital Management, LLC | 4,478 | $544.0K | 0.02% | +41+0.9% | Added |
| South Shore Capital Advisors | 4,483 | $545.0K | 1.14% | +85+1.9% | Added |
| Fulcrum Equity Management | 4,492 | $546.0K | 0.44% | +71+1.6% | Added |
| Colonial River Wealth Management, LLC | 4,496 | $547.0K | 0.36% | −981−17.9% | Reduced |
| Carlson Capital Management | 4,500 | $547.0K | 0.05% | −963−17.6% | Reduced |
| Denali Advisors LLC | 4,500 | $547.0K | 0.24% | −900−16.7% | Reduced |
| Cooper Financial Group | 4,501 | $547.0K | 0.20% | −102−2.2% | Reduced |
| Two Sigma Securities, LLC | 4,508 | $548.0K | 0.10% | −1,008−18.3% | Reduced |
| Howard Capital Management Group, LLC | 4,508 | $548.0K | 0.06% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,538 | $552.0K | 0.22% | +195+4.5% | Added |
| JFS Wealth Advisors, LLC | 4,554 | $554.0K | 0.06% | −69−1.5% | Reduced |
| Crestwood Advisors Group LLC | 4,567 | $555.0K | 0.02% | −513−10.1% | Reduced |
| Cowa, LLC | 4,581 | $557.0K | 0.32% | −8−0.2% | Reduced |