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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 24,307 | $2.96M | 0.36% | +125+0.5% | Added |
| Riverview Capital Advisers, LLC | 24,204 | $2.94M | 1.63% | −100.0% | Reduced |
| Keene & Associates, Inc. | 24,186 | $2.94M | 2.75% | −107−0.4% | Reduced |
| Apollon Wealth Management, LLC | 24,174 | $2.94M | 0.24% | −2,828−10.5% | Reduced |
| Guardian Investment Management | 24,165 | $2.94M | 2.56% | +5,100+26.8% | Added |
| Capstone Triton Financial Group, LLC | 22,032 | $2.92M | 2.21% | +242+1.1% | Added |
| Waldron Private Wealth LLC | 24,004 | $2.92M | 0.16% | +125+0.5% | Added |
| Choate Investment Advisors | 23,975 | $2.92M | 0.18% | +1,105+4.8% | Added |
| Paradigm Financial Partners, LLC | 23,203 | $2.91M | 0.87% | −84−0.4% | Reduced |
| Carlson Capital L P | 23,900 | $2.91M | 0.20% | +23,900 | New |
| Beecher Investors Inc | 23,825 | $2.90M | 4.19% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 23,780 | $2.89M | 2.60% | +638+2.8% | Added |
| Lincluden Management Ltd | 23,725 | $2.88M | 0.32% | −532−2.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 23,683 | $2.88M | 0.38% | +21,923+1,245.6% | Added |
| HM Capital Management, LLC | 23,598 | $2.87M | 1.60% | +2,005+9.3% | Added |
| Family Legacy, Inc. | 22,840 | $2.86M | 1.35% | +20.0% | Added |
| CFO4Life Group, LLC | 22,074 | $2.84M | 0.71% | −287−1.3% | Reduced |
| Belpointe Asset Management LLC | 33,326 | $2.84M | 0.19% | −1,425−4.1% | Reduced |
| Cullen Capital Management LLC | 23,312 | $2.83M | 0.03% | −84−0.4% | Reduced |
| SlateStone Wealth, LLC | 23,168 | $2.82M | 0.72% | −16,270−41.3% | Reduced |
| Claret Asset Management Corp | 23,151 | $2.81M | 0.61% | −30−0.1% | Reduced |
| Ingalls & Snyder LLC | 23,120 | $2.81M | 0.15% | −159−0.7% | Reduced |
| Citizens Business Bank | 23,158 | $2.81M | 0.40% | −101−0.4% | Reduced |
| M Holdings Securities, Inc. | 23,050 | $2.80M | 0.28% | −14,085−37.9% | Reduced |
| Wade G W & Inc | 22,995 | $2.80M | 0.13% | +599+2.7% | Added |
| Trust Co of Vermont | 22,995 | $2.79M | 0.21% | +831+3.7% | Added |
| Sawtooth Solutions, LLC | 22,977 | $2.79M | 0.36% | +1,982+9.4% | Added |
| Tokio Marine Asset Management Co Ltd | 22,895 | $2.78M | 0.25% | +5,026+28.1% | Added |
| YHB Investment Advisors, Inc. | 22,878 | $2.78M | 0.29% | −131−0.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,877 | $2.78M | 2.03% | −38−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 22,847 | $2.78M | 0.58% | −1,643−6.7% | Reduced |
| Northwest Investment Counselors, LLC | 22,818 | $2.77M | 0.85% | +890+4.1% | Added |
| Bradley Mark J. | 22,801 | $2.77M | 2.51% | −525−2.3% | Reduced |
| Hyman Charles D | 22,798 | $2.77M | 0.20% | −150−0.7% | Reduced |
| Herold Advisors, Inc. | 22,742 | $2.77M | 1.25% | +528+2.4% | Added |
| Independent Financial Group, LLC | 22,543 | $2.74M | 0.29% | −6,113−21.3% | Reduced |
| 180 Wealth Advisors, LLC | 22,292 | $2.73M | 0.70% | +1,756+8.6% | Added |
| AMG National Trust Bank | 21,024 | $2.72M | 0.10% | −1,142−5.2% | Reduced |
| Capital Advisors Inc | 22,344 | $2.72M | 0.08% | +472+2.2% | Added |
| Peninsula Asset Management Inc | 22,340 | $2.72M | 1.65% | −2,150−8.8% | Reduced |
| Good Life Advisors, LLC | 22,289 | $2.71M | 0.38% | −10,349−31.7% | Reduced |
| FourThought Financial, LLC | 22,290 | $2.71M | 0.40% | −2,251−9.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,137 | $2.69M | 0.27% | −45−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 22,135 | $2.69M | 0.30% | +3,307+17.6% | Added |
| Meridian Wealth Management, LLC | 22,112 | $2.69M | 0.22% | +4,626+26.5% | Added |
| Edge Capital Group, LLC | 22,048 | $2.68M | 0.25% | +17,921+434.2% | Added |
| Andesa Financial Management Inc. | 22,014 | $2.68M | 1.69% | −433−1.9% | Reduced |
| Capital Investment Advisory Services, LLC | 22,014 | $2.68M | 0.32% | +3,605+19.6% | Added |
| Garner Asset Management Corp | 21,989 | $2.67M | 1.18% | +2,257+11.4% | Added |
| Pathstone Family Office, LLC | 21,987 | $2.67M | 0.06% | +12,594+134.1% | Added |
| Palisade Asset Management, LLC | 21,985 | $2.67M | 0.34% | +294+1.4% | Added |
| Citizens National Bank Trust Department | 21,932 | $2.67M | 0.77% | +16,150+279.3% | Added |
| Symmetry Partners, LLC | 21,869 | $2.66M | 0.18% | +3,172+17.0% | Added |
| Wealthspire Advisors, LLC | 21,820 | $2.65M | 0.06% | +3,683+20.3% | Added |
| Appleton Partners Inc | 21,815 | $2.65M | 0.25% | −271−1.2% | Reduced |
| BerganKDV Wealth Management, LLC | 21,813 | $2.65M | 0.30% | +722+3.4% | Added |
| Metis Global Partners, LLC | 21,771 | $2.65M | 0.42% | −1,491−6.4% | Reduced |
| Nvest Financial, LLC | 21,763 | $2.65M | 2.78% | +80+0.4% | Added |
| Lavaca Capital LLC | 20,291 | $2.65M | 1.34% | +7,721+61.4% | Added |
| 1st Source Bank | 21,741 | $2.64M | 0.19% | +306+1.4% | Added |
| Atlantic Union Bankshares Corp | 21,696 | $2.64M | 0.27% | +512+2.4% | Added |
| Kovack Advisors, Inc. | 21,626 | $2.63M | 0.35% | +1,943+9.9% | Added |
| Birinyi Associates Inc | 21,500 | $2.61M | 1.18% | −3,300−13.3% | Reduced |
| Moneta Group Investment Advisors LLC | 21,500 | $2.61M | 0.09% | +1,449+7.2% | Added |
| Hudson Valley Investment Advisors Inc | 21,475 | $2.61M | 0.41% | −901−4.0% | Reduced |
| New England Research & Management, Inc. | 21,429 | $2.60M | 1.52% | +1,866+9.5% | Added |
| Pensionfund Sabic | 21,300 | $2.59M | 0.83% | −2,000−8.6% | Reduced |
| WC Walker & Associates, Inc. | 20,069 | $2.59M | 1.52% | +56+0.3% | Added |
| OPSEU Pension Plan Trust Fund | 21,513 | $2.59M | 0.65% | −23,520−52.2% | Reduced |
| HAP Trading, LLC | 21,286 | $2.59M | 0.32% | −16,633−43.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 21,245 | $2.58M | 0.57% | +1,504+7.6% | Added |
| Old Second National Bank of Aurora | 21,102 | $2.57M | 0.72% | −1,150−5.2% | Reduced |
| Ballentine Partners, LLC | 21,113 | $2.57M | 0.09% | +42+0.2% | Added |
| Means Investment Co., Inc. | 21,077 | $2.56M | 0.54% | +345+1.7% | Added |
| Hengehold Capital Management LLC | 21,069 | $2.56M | 0.36% | +4,635+28.2% | Added |
| Savant Capital, LLC | 21,061 | $2.56M | 0.08% | −399−1.9% | Reduced |
| Waddell & Associates, LLC | 21,060 | $2.56M | 0.52% | −40−0.2% | Reduced |
| Bridge Creek Capital Management LLC | 20,958 | $2.55M | 1.04% | +1,530+7.9% | Added |
| Benedict Financial Advisors Inc | 20,924 | $2.54M | 0.75% | −98−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 20,842 | $2.54M | 0.28% | +1,584+8.2% | Added |
| Advocate Group LLC | 20,619 | $2.51M | 0.58% | +20,619 | New |
| BDO Wealth Advisors, LLC | 20,583 | $2.50M | 0.31% | −86−0.4% | Reduced |
| Vectors Research Management, LLC | 20,548 | $2.50M | 0.63% | −470−2.2% | Reduced |
| Bowen Hanes & Co Inc | 20,480 | $2.49M | 0.09% | −14,862−42.1% | Reduced |
| Steel Peak Wealth Management LLC | 20,469 | $2.49M | 0.18% | −4,016−16.4% | Reduced |
| Benjamin Edwards Inc | 20,309 | $2.47M | 0.73% | +3,752+22.7% | Added |
| HNP Capital LLC | 20,262 | $2.46M | 0.68% | −227−1.1% | Reduced |
| Colony Group LLC | 20,249 | $2.46M | 0.04% | +2,550+14.4% | Added |
| Bank Hapoalim BM | 20,243 | $2.46M | 0.31% | −3,383−14.3% | Reduced |
| Meridian Investment Counsel Inc. | 20,245 | $2.46M | 1.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 20,232 | $2.46M | 0.15% | −539−2.6% | Reduced |
| Thomasville National Bank | 20,117 | $2.45M | 0.27% | −34−0.2% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.45M | 2.61% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 20,084 | $2.44M | 1.16% | +2,404+13.6% | Added |
| C2C Wealth Management, LLC | 18,840 | $2.44M | 0.45% | −795−4.0% | Reduced |
| Haverford Trust Co | 20,054 | $2.44M | 0.03% | −41−0.2% | Reduced |
| Bank Ozk | 20,045 | $2.44M | 1.23% | +146+0.7% | Added |
| Integrated Advisors Network LLC | 19,961 | $2.43M | 0.16% | +4,608+30.0% | Added |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.43M | 0.70% | 00.0% | Unchanged |
| Girard Partners Ltd. | 19,960 | $2.43M | 0.31% | +351+1.8% | Added |