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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 29,504 | $3.59M | 0.08% | +14,481+96.4% | Added |
| Hamilton Point Investment Advisors, LLC | 29,483 | $3.58M | 1.04% | +331+1.1% | Added |
| Confluence Wealth Services, Inc. | 27,573 | $3.58M | 1.57% | +1,783+6.9% | Added |
| Western Wealth Management, LLC | 29,254 | $3.58M | 0.21% | −907−3.0% | Reduced |
| Gladstone Institutional Advisory LLC | 29,403 | $3.58M | 0.28% | +8,404+40.0% | Added |
| Venture Visionary Partners LLC | 29,330 | $3.57M | 0.27% | +481+1.7% | Added |
| Rice Partnership, LLC | 29,312 | $3.56M | 1.25% | −11,422−28.0% | Reduced |
| Proequities, Inc. | 29,216 | $3.55M | 0.30% | −151−0.5% | Reduced |
| Annandale Capital, LLC | 29,124 | $3.54M | 1.40% | +430+1.5% | Added |
| Ossiam | 29,005 | $3.53M | 0.11% | −23,213−44.5% | Reduced |
| Diversified Trust Co | 28,941 | $3.52M | 0.15% | −2,193−7.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 28,926 | $3.52M | 1.39% | +110+0.4% | Added |
| EP Wealth Advisors, LLC | 28,910 | $3.52M | 0.08% | +1,957+7.3% | Added |
| SignalPoint Asset Management, LLC | 28,816 | $3.50M | 1.28% | −174−0.6% | Reduced |
| Rothschild Investment Corp | 28,761 | $3.50M | 0.32% | −346−1.2% | Reduced |
| Northcape Wealth Management, LLC | 28,744 | $3.50M | 1.34% | −606−2.1% | Reduced |
| Empirical Finance, LLC | 28,700 | $3.49M | 0.44% | +1,543+5.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 28,698 | $3.49M | 0.95% | +1,751+6.5% | Added |
| Butensky & Cohen Financial Security, Inc | 28,622 | $3.48M | 1.42% | −68−0.2% | Reduced |
| NBT Bank N A | 28,558 | $3.47M | 0.53% | −315−1.1% | Reduced |
| Bridges Investment Management Inc | 28,523 | $3.47M | 0.13% | −1,861−6.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 28,453 | $3.46M | 1.08% | +1,557+5.8% | Added |
| Resources Management Corp | 28,415 | $3.46M | 0.56% | −423−1.5% | Reduced |
| Great Valley Advisor Group, Inc. | 28,366 | $3.45M | 0.19% | +6,930+32.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 28,507 | $3.44M | 0.75% | 00.0% | Unchanged |
| Change Path, LLC | 28,233 | $3.43M | 0.19% | +13,227+88.1% | Added |
| Laffer Tengler Investments | 28,182 | $3.43M | 1.20% | +843+3.1% | Added |
| RBA Wealth Management, LLC | 28,018 | $3.41M | 1.89% | +1,539+5.8% | Added |
| Capital City Trust Co | 27,981 | $3.40M | 1.11% | −189−0.7% | Reduced |
| Intact Investment Management Inc. | 27,900 | $3.39M | 0.11% | −3,500−11.1% | Reduced |
| Windward Capital Management Co | 27,821 | $3.38M | 0.36% | +167+0.6% | Added |
| Gamco Investors, Inc. Et Al | 27,674 | $3.37M | 0.04% | −517−1.8% | Reduced |
| Silvercrest Asset Management Group LLC | 27,661 | $3.36M | 0.03% | −730−2.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 27,536 | $3.35M | 0.29% | −3,700−11.8% | Reduced |
| Somerset Trust Co | 27,475 | $3.34M | 1.46% | +244+0.9% | Added |
| Allen Capital Group, LLC | 27,446 | $3.34M | 0.68% | +3,925+16.7% | Added |
| Deseret Mutual Benefit Administrators | 27,440 | $3.34M | 0.75% | +228+0.8% | Added |
| HYA Advisors, Inc | 27,389 | $3.33M | 1.31% | +29+0.1% | Added |
| Lazard Asset Management LLC | 27,354 | $3.33M | 0.00% | −319,457−92.1% | Reduced |
| Capital Analysts, LLC | 27,339 | $3.32M | 0.23% | +722+2.7% | Added |
| Sargent Bickham Lagudis LLC | 27,213 | $3.31M | 0.29% | +688+2.6% | Added |
| Adell Harriman & Carpenter Inc | 27,175 | $3.30M | 0.41% | −9,299−25.5% | Reduced |
| Reuter James Wealth Management, LLC | 27,158 | $3.30M | 2.05% | −81−0.3% | Reduced |
| Corient Capital Partners, LLC | 27,151 | $3.30M | 0.25% | −901−3.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $3.29M | 2.42% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 27,053 | $3.29M | 0.13% | −5,022−15.7% | Reduced |
| Boothbay Fund Management, LLC | 27,017 | $3.29M | 0.11% | +27,017 | New |
| Silvant Capital Management LLC | 26,992 | $3.28M | 0.80% | −391−1.4% | Reduced |
| Patton Albertson Miller Group, LLC | 26,965 | $3.28M | 0.67% | +620+2.4% | Added |
| Vestmark Advisory Solutions, Inc. | 26,907 | $3.27M | 0.19% | +1,710+6.8% | Added |
| CTC LLC | 26,910 | $3.27M | 0.19% | +26,910 | New |
| Gamble Jones Investment Counsel | 26,864 | $3.27M | 0.24% | −506−1.8% | Reduced |
| Hall Capital Management Co Inc | 26,821 | $3.26M | 2.15% | +3,478+14.9% | Added |
| Ergoteles LLC | 26,810 | $3.26M | 0.10% | +16,244+153.7% | Added |
| Ar Asset Management Inc | 26,800 | $3.26M | 0.92% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 26,789 | $3.26M | 0.05% | −53,406−66.6% | Reduced |
| ICA Group Wealth Management, LLC | 23,774 | $3.26M | 0.61% | +1,900+8.7% | Added |
| Bank of Hawaii | 26,770 | $3.25M | 0.21% | −74−0.3% | Reduced |
| Strategy Asset Managers LLC | 26,760 | $3.25M | 1.00% | −489−1.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 26,599 | $3.25M | 0.77% | +26,599 | New |
| Evercore Wealth Management, LLC | 26,643 | $3.24M | 0.07% | −779−2.8% | Reduced |
| Blue Fin Capital, Inc. | 26,632 | $3.24M | 1.15% | −125−0.5% | Reduced |
| IFP Advisors, Inc | 43,649 | $3.24M | 0.11% | −24,663−36.1% | Reduced |
| Quest Investment Management LLC | 26,580 | $3.23M | 0.38% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26,587 | $3.23M | 0.25% | +1,637+6.6% | Added |
| Horan Capital Advisors, LLC. | 26,565 | $3.23M | 1.50% | +206+0.8% | Added |
| Institutional & Family Asset Management, LLC | 26,540 | $3.23M | 0.56% | +1,261+5.0% | Added |
| Pensionmark Financial Group, LLC | 24,655 | $3.22M | 0.68% | +329+1.4% | Added |
| Comerica Securities,inc. | 26,348 | $3.20M | 0.24% | −1,713−6.1% | Reduced |
| Cordatus Wealth Management LLC | 26,348 | $3.20M | 1.49% | +11,955+83.1% | Added |
| KG&L Capital Management,LLC | 26,310 | $3.20M | 1.73% | +3,081+13.3% | Added |
| Financial Advisory Partners, LLC | 26,291 | $3.20M | 1.32% | +855+3.4% | Added |
| Kavar Capital Partners Group, LLC | 26,235 | $3.19M | 0.74% | +1,171+4.7% | Added |
| Robbins Farley LLC | 26,220 | $3.19M | 3.32% | −1,638−5.9% | Reduced |
| NovaPoint Capital, LLC | 25,947 | $3.15M | 1.37% | +1,367+5.6% | Added |
| Ameritas Investment Partners, Inc. | 25,939 | $3.15M | 0.14% | +690+2.7% | Added |
| Profund Advisors LLC | 25,659 | $3.12M | 0.20% | −5,802−18.4% | Reduced |
| Arrow Financial Corp | 25,570 | $3.11M | 0.42% | +421+1.7% | Added |
| Radnor Capital Management, LLC | 25,550 | $3.11M | 0.85% | 00.0% | Unchanged |
| JT Stratford LLC | 25,520 | $3.10M | 0.98% | +1,014+4.1% | Added |
| Diversified Investment Strategies, LLC | 25,490 | $3.10M | 2.55% | +1,765+7.4% | Added |
| Stratos Wealth Advisors, LLC | 25,376 | $3.08M | 0.28% | −199−0.8% | Reduced |
| Desjardins Global Asset Management Inc. | 25,354 | $3.08M | 0.40% | −17,149−40.3% | Reduced |
| Wills Financial Group, Inc. | 25,142 | $3.06M | 1.50% | −1,375−5.2% | Reduced |
| Lincoln National Corp | 25,138 | $3.06M | 0.07% | −337−1.3% | Reduced |
| Centerstone Investors, LLC | 25,000 | $3.04M | 3.50% | 00.0% | Unchanged |
| Junson Asset Management (Hong Kong) Ltd | 25,000 | $3.04M | 0.97% | +25,000 | New |
| RFG Advisory, LLC | 24,011 | $3.04M | 0.18% | +6,538+37.4% | Added |
| Harrell Investment Partners, LLC | 24,914 | $3.03M | 1.24% | +982+4.1% | Added |
| Moloney Securities Asset Management, LLC | 24,858 | $3.02M | 0.71% | −1,190−4.6% | Reduced |
| All Terrain Financial Advisors, LLC | 24,857 | $3.02M | 1.55% | +2,105+9.3% | Added |
| Texas Yale Capital Corp. | 24,837 | $3.02M | 0.20% | −2,780−10.1% | Reduced |
| SevenBridge Financial Group, LLC | 24,706 | $3.00M | 1.21% | +108+0.4% | Added |
| Cloverfields Capital Group, LP | 24,708 | $3.00M | 0.92% | +985+4.2% | Added |
| Madden Securities Corp | 24,651 | $3.00M | 1.64% | +12,280+99.3% | Added |
| LaFleur & Godfrey LLC | 24,575 | $2.99M | 0.47% | −443−1.8% | Reduced |
| Richelieu Gestion PLC | 24,444 | $2.97M | 3.37% | +263+1.1% | Added |
| Pekin Hardy Strauss, Inc. | 24,424 | $2.97M | 0.46% | +937+4.0% | Added |
| BFSG, LLC | 24,416 | $2.97M | 0.54% | −26,153−51.7% | Reduced |
| Hutner Capital Management Inc | 24,304 | $2.96M | 1.94% | −31−0.1% | Reduced |