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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 66,602 | $8.10M | 0.34% | −13,549−16.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 64,293 | $8.04M | 1.20% | +7,164+12.5% | Added |
| Dowling & Yahnke LLC | 66,089 | $8.04M | 0.38% | −336−0.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 65,893 | $8.01M | 0.35% | −728−1.1% | Reduced |
| Parsec Financial Management, Inc. | 65,679 | $7.99M | 0.39% | −869−1.3% | Reduced |
| Monarch Capital Management Inc | 65,167 | $7.92M | 2.36% | −288−0.4% | Reduced |
| Webster Bank, N. A. | 65,151 | $7.92M | 1.08% | −446−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 65,115 | $7.92M | 0.18% | +260.0% | Added |
| Rowland & Co Investment Counsel | 64,994 | $7.90M | 2.02% | −40−0.1% | Reduced |
| Engineers Gate Manager LP | 64,871 | $7.89M | 0.29% | +62,989+3,346.9% | Added |
| Allen Investment Management LLC | 64,812 | $7.88M | 0.13% | −5,582−7.9% | Reduced |
| Frontier Wealth Management LLC | 64,288 | $7.82M | 0.57% | +22,890+55.3% | Added |
| Arvest Trust Co N A | 64,214 | $7.81M | 0.51% | −5,002−7.2% | Reduced |
| City Holding Co | 64,132 | $7.80M | 1.47% | −70.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 63,892 | $7.77M | 0.68% | −234−0.4% | Reduced |
| Greenline Partners, LLC | 63,747 | $7.75M | 1.67% | +1,182+1.9% | Added |
| Kestra Private Wealth Services, LLC | 63,681 | $7.74M | 0.44% | +13,205+26.2% | Added |
| American National Bank | 63,631 | $7.74M | 1.85% | +856+1.4% | Added |
| Candriam Luxembourg S.C.A. | 63,636 | $7.74M | 0.06% | +50,880+398.9% | Added |
| Capula Management Ltd | 63,619 | $7.74M | 1.09% | +63,619 | New |
| Core Alternative Capital | 63,603 | $7.73M | 1.83% | +11,091+21.1% | Added |
| Avitas Wealth Management LLC | 63,183 | $7.68M | 1.68% | +7,871+14.2% | Added |
| St Germain D J Co Inc | 62,912 | $7.65M | 0.51% | +462+0.7% | Added |
| Brandywine Global Investment Management, LLC | 62,649 | $7.62M | 0.07% | −727−1.1% | Reduced |
| TLW Wealth Management, LLC | 61,985 | $7.54M | 5.88% | −2,438−3.8% | Reduced |
| Dorchester Wealth Management Co | 61,865 | $7.52M | 1.50% | +9,833+18.9% | Added |
| Northern Oak Wealth Management Inc | 61,756 | $7.51M | 1.06% | +930+1.5% | Added |
| Patten & Patten Inc | 61,593 | $7.49M | 0.66% | +1,615+2.7% | Added |
| TRH Financial, LLC | 61,491 | $7.48M | 2.51% | +1,888+3.2% | Added |
| CWA Asset Management Group, LLC | 61,471 | $7.47M | 0.70% | −20,279−24.8% | Reduced |
| Cetera Advisors LLC | 61,231 | $7.44M | 0.17% | +3,073+5.3% | Added |
| Advisor Partners LLC | 61,070 | $7.42M | 0.52% | −5,314−8.0% | Reduced |
| Oak Harvest Investment Services | 60,949 | $7.41M | 2.00% | +1,893+3.2% | Added |
| Adams Asset Advisors, LLC | 60,765 | $7.39M | 1.12% | +8,155+15.5% | Added |
| Franklin Street Advisors Inc | 60,738 | $7.38M | 0.70% | −8,868−12.7% | Reduced |
| Greystone Financial Group, LLC | 60,718 | $7.38M | 2.30% | +986+1.7% | Added |
| Banque Cantonale Vaudoise | 60,640 | $7.37M | 0.38% | +2,428+4.2% | Added |
| CBOE Vest Financial, LLC | 60,167 | $7.37M | 1.34% | +1,090+1.8% | Added |
| Keb Asset Management, LLC | 60,462 | $7.35M | 4.60% | +351+0.6% | Added |
| GDS Wealth Management | 60,347 | $7.34M | 1.64% | +31,861+111.8% | Added |
| Freemont Management S.A. | 60,000 | $7.29M | 1.26% | +3,400+6.0% | Added |
| Conning Inc. | 59,939 | $7.29M | 0.22% | +46,662+351.4% | Added |
| Assenagon Asset Management S.A. | 59,659 | $7.25M | 0.03% | −394,992−86.9% | Reduced |
| Parkside Investments, LLC | 59,631 | $7.25M | 1.52% | −190.0% | Reduced |
| Easterly Investment Partners LLC | 59,611 | $7.25M | 0.65% | −57,815−49.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 59,419 | $7.22M | 0.13% | −18,920−24.2% | Reduced |
| Legacy Private Trust Co. | 59,352 | $7.22M | 0.65% | +194+0.3% | Added |
| BancorpSouth Bank | 59,182 | $7.20M | 1.03% | +45+0.1% | Added |
| Eagle Asset Management Inc | 59,119 | $7.19M | 0.05% | −1,645−2.7% | Reduced |
| Motco | 58,783 | $7.15M | 0.54% | +762+1.3% | Added |
| Carnegie Capital Asset Management, LLC | 58,340 | $7.09M | 0.32% | −4,389−7.0% | Reduced |
| Banco Santander, S.A. | 57,957 | $7.05M | 0.09% | −1,732−2.9% | Reduced |
| Seeyond | 57,867 | $7.04M | 0.80% | −14,048−19.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 57,692 | $7.01M | 0.12% | +4,285+8.0% | Added |
| Adviser Investments LLC | 56,967 | $6.93M | 0.47% | −131−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 56,767 | $6.90M | 0.33% | +1,828+3.3% | Added |
| Terry L. Blaker | 55,644 | $6.76M | 0.67% | +2,058+3.8% | Added |
| Covington Capital Management | 55,583 | $6.76M | 0.27% | +8,245+17.4% | Added |
| Burney Co | 55,458 | $6.74M | 0.35% | −2,617−4.5% | Reduced |
| Visionary Wealth Advisors | 55,425 | $6.74M | 0.60% | +716+1.3% | Added |
| First Manhattan Co | 55,274 | $6.72M | 0.03% | +1,950+3.7% | Added |
| New England Asset Management Inc | 55,135 | $6.70M | 0.11% | +2,395+4.5% | Added |
| LS Investment Advisors, LLC | 55,115 | $6.70M | 1.25% | +13,730+33.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 55,059 | $6.69M | 0.21% | +55,059 | New |
| Stratos Wealth Partners, LTD. | 54,993 | $6.69M | 0.17% | +600+1.1% | Added |
| Pettyjohn, Wood & White, Inc | 54,796 | $6.66M | 1.58% | +6,565+13.6% | Added |
| PEAK6 Investments LLC | 54,641 | $6.64M | 0.15% | +54,636+1,092,720.0% | Added |
| Pacific Global Investment Management CO | 54,550 | $6.63M | 1.56% | −1,605−2.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 54,303 | $6.60M | 0.29% | −480−0.9% | Reduced |
| Polar Capital Holdings Plc | 54,289 | $6.60M | 0.05% | +54,289 | New |
| Sigma Planning Corp | 54,225 | $6.59M | 0.24% | −9,114−14.4% | Reduced |
| American Assets Investment Management, LLC | 54,000 | $6.57M | 0.82% | 00.0% | Unchanged |
| Shell Asset Management Co | 53,661 | $6.52M | 0.19% | −17,793−24.9% | Reduced |
| Gabelli Funds LLC | 53,625 | $6.52M | 0.05% | +225+0.4% | Added |
| FRG Family Wealth Advisors LLC | 53,553 | $6.51M | 1.50% | −375−0.7% | Reduced |
| Physicians Financial Services, Inc. | 53,553 | $6.51M | 2.90% | +436+0.8% | Added |
| Marietta Wealth Management, LLC | 53,446 | $6.50M | 1.57% | +1,341+2.6% | Added |
| Cadence Bank NA | 53,401 | $6.49M | 2.11% | −618−1.1% | Reduced |
| American Portfolios Advisors | 53,223 | $6.47M | 0.27% | −1,358−2.5% | Reduced |
| Bright Rock Capital Management, LLC | 53,000 | $6.44M | 1.74% | 00.0% | Unchanged |
| Toroso Investments, LLC | 52,787 | $6.42M | 0.24% | +13,497+34.4% | Added |
| Waters Parkerson & Co., LLC | 52,660 | $6.40M | 0.40% | 00.0% | Unchanged |
| RBF Capital, LLC | 51,774 | $6.36M | 0.44% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 52,265 | $6.36M | 1.43% | −51−0.1% | Reduced |
| Auxier Asset Management | 51,957 | $6.32M | 1.13% | −55−0.1% | Reduced |
| Fiduciary Trust Co | 51,856 | $6.30M | 0.13% | −560−1.1% | Reduced |
| Charter Trust Co | 51,495 | $6.26M | 0.50% | +13,317+34.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 51,132 | $6.22M | 0.43% | −22,412−30.5% | Reduced |
| Roundview Capital LLC | 50,948 | $6.19M | 0.74% | +680+1.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 50,892 | $6.19M | 1.66% | −48,850−49.0% | Reduced |
| Valicenti Advisory Services Inc | 50,869 | $6.18M | 2.02% | +50,869 | New |
| First American Bank | 50,661 | $6.16M | 0.63% | −8,479−14.3% | Reduced |
| One Capital Management, LLC | 50,516 | $6.14M | 0.36% | +3,143+6.6% | Added |
| Aptus Capital Advisors, LLC | 50,506 | $6.14M | 0.20% | −9,516−15.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 50,425 | $6.13M | 2.11% | +204+0.4% | Added |
| Heritage Trust Co | 50,369 | $6.12M | 1.00% | −417−0.8% | Reduced |
| AlphaStar Capital Management, LLC | 49,972 | $6.08M | 0.56% | +2,726+5.8% | Added |
| Marble Harbor Investment Counsel, LLC | 49,892 | $6.07M | 0.92% | −78−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 49,839 | $6.06M | 1.12% | +756+1.5% | Added |
| Bridgecreek Investment Management, LLC | 49,815 | $6.06M | 1.26% | +4,930+11.0% | Added |