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Livermore
Livermore
ZHEN

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; 4,425 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, Q3 2022

Institutional positions in Walmart Inc. as of Sep 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
2,609
+17 vs. Q2 2022
Shares held
868.2M
−4.51M (−0.5%) vs. Q2 2022
Total value
$112.7B
+$6.48B (+6.1%) vs. Q2 2022
New holders
151
1,127 more added
Sold out
134
1,009 more reduced

35 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 2,609 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ3 2022: $112.7B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2022.

Institutions holding WMT in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
J.Safra Asset Management Corp119$00.00%+17+16.7%Added
BCR Wealth Strategies, LLC1$00.00%00.0%Unchanged
First Command Advisory Services, Inc.36$00.00%+36New
Insight Financial Services10$1.00K0.00%00.0%Unchanged
Siena Capital LLC4$1.00K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC4$1.00K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.9$1.17K0.00%+9New
Clear Perspectives Financial Planning, LLC12$2.00K0.00%+12New
Artemis Wealth Advisors, LLC26$3.00K0.00%00.0%Unchanged
Danda Trouve Investment Management, Inc.22$3.00K0.01%00.0%Unchanged
Longfellow Investment Management Co LLC29$4.00K0.00%00.0%Unchanged
PFS Partners, LLC37$4.83K0.01%00.0%Unchanged
Eukles Asset Management38$5.00K0.00%00.0%Unchanged
Barrett & Company, Inc.41$5.81K0.00%+41New
Tortoise Investment Management, LLC50$6.00K0.00%−57−53.3%Reduced
American Research & Management Co.49$6.00K0.00%+39+390.0%Added
Cornerstone Management, Inc.50$6.49K0.00%00.0%Unchanged
Capital Directions Investment Advisors, LLC0$7.00K0.00%−84−100.0%Reduced
Bradley & Co. Private Wealth Management, LLC52$7.00K0.01%00.0%Unchanged
HighMark Wealth Management LLC68$9.00K0.01%00.0%Unchanged
Operose Advisors LLC95$12.0K0.01%−200−67.8%Reduced
Ulland Investment Advisors, LLC95$12.0K0.01%00.0%Unchanged
De Burlo Group Inc100$13.0K0.00%−2,552−96.2%Reduced
Kenfarb & Co.102$13.0K0.01%00.0%Unchanged
Baillie Gifford & Co101$13.0K0.00%00.0%Unchanged
Advanced Research Investment Solutions, LLC100$13.0K0.01%00.0%Unchanged
Morgan Dempsey Capital Management LLC102$13.0K0.00%+102New
Stephenson National Bank & Trust105$14.0K0.01%00.0%Unchanged
Retirement Group, LLC118$15.0K0.01%−832−87.6%Reduced
FAI Wealth Management121$15.0K0.01%00.0%Unchanged
Cypress Capital Management LLC (WY)115$15.0K0.02%00.0%Unchanged
Roble, Belko & Company, Inc119$15.0K0.00%+4+3.5%Added
KB Financial Partners, LLC127$16.0K0.01%−16−11.2%Reduced
Macroview Investment Management LLC122$16.0K0.03%+70+134.6%Added
Surevest, LLC129$17.0K0.00%−23−15.1%Reduced
Investment Research & Advisory Group, Inc.129$17.0K0.01%−1−0.8%Reduced
Financial Connections Group, Inc.141$18.0K0.02%00.0%Unchanged
Financial Enhancement Group LLC145$19.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC147$19.0K0.01%+103+234.1%Added
Strategic Asset Management, LLC–$22.0K0.04%––
Win Advisors, Inc172$22.0K0.01%+4+2.4%Added
Highline Wealth Partners LLC180$23.3K0.02%+180New
Spectrum Management Group, LLC190$25.0K0.01%00.0%Unchanged
Financial Avengers, Inc.189$25.0K0.02%+1+0.5%Added
Tacita Capital Inc200$26.0K0.02%00.0%Unchanged
Gibson Wealth Advisors LLC200$26.0K0.03%00.0%Unchanged
Bellwether Advisors, LLC212$27.0K0.01%+112+112.0%Added
Morton Brown Family Wealth, LLC216$28.0K0.02%−26−10.7%Reduced
Karlinski Andrew C219$28.0K0.04%−3−1.4%Reduced
Ogorek Anthony Joseph228$29.0K0.01%00.0%Unchanged
Cedar Wealth Management, LLC226$29.0K0.01%00.0%Unchanged
Knott David M Jr225$29.0K0.01%00.0%Unchanged
Lipe & Dalton220$29.0K0.02%+220New
Lowe Wealth Advisors, LLC234$30.0K0.02%−104−30.8%Reduced
Princeton Global Asset Management LLC233$30.0K0.01%00.0%Unchanged
WD Rutherford LLC240$31.0K0.02%00.0%Unchanged
RWM Asset Management, LLC240$31.0K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.245$31.8K0.03%+245New
Sit Investment Associates Inc250$32.0K0.00%00.0%Unchanged
Halpern Financial, Inc.250$32.4K0.01%00.0%Unchanged
Tucker Asset Management LLC232$33.0K0.01%−94−28.8%Reduced
Piscataqua Savings Bank265$34.0K0.03%00.0%Unchanged
Centiva Capital, LP269$35.0K0.00%−11,440−97.7%Reduced
MBM Wealth Consultants, LLC269$36.0K0.02%−96−26.3%Reduced
Orion Capital Management LLC275$36.0K0.03%00.0%Unchanged
Bell Investment Advisors, Inc282$37.0K0.01%+235+500.0%Added
Kessler Investment Group, LLC293$38.0K0.03%+1+0.3%Added
Timber Creek Capital Management LLC300$38.0K0.02%+300New
Wellington Shields Capital Management, LLC300$39.0K0.01%00.0%Unchanged
SJS Investment Consulting Inc.302$39.0K0.01%+302New
Cary Street Partners Asset Management LLC316$41.0K0.01%+316New
McClarren Financial Advisors, Inc.342$44.0K0.04%+342New
CKW Financial Group350$45.0K0.01%−102−22.6%Reduced
HBC Financial Services, PLLC300$48.0K0.04%00.0%Unchanged
Capitolis Advisors LLC390$51.0K0.00%−101,180−99.6%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.400$52.0K0.70%00.0%Unchanged
Raffa Wealth Management, LLC406$52.7K0.02%00.0%Unchanged
Providence Capital Advisors, LLC405$53.0K0.02%00.0%Unchanged
Grayhawk Investment Strategies Inc.298$53.0K0.04%00.0%Unchanged
Coastal Capital Group, Inc.417$54.0K0.02%+1+0.2%Added
Stapp Wealth Management, PLLC423$55.0K0.16%+423New
Oliver Lagore Vanvalin Investment Group434$56.0K0.04%−125−22.4%Reduced
Mizuho Securities Co. Ltd.453$59.0K0.02%+398+723.6%Added
Kelly Financial Services LLC456$59.2K0.03%+17+3.9%Added
Tradewinds Capital Management, LLC459$60.0K0.02%00.0%Unchanged
Baldrige Asset Management LLC469$61.0K0.03%00.0%Unchanged
Ritter Daniher Financial Advisory LLC470$61.0K0.04%00.0%Unchanged
Clear Investment Research, LLC480$62.0K0.13%+480New
Beaird Harris Wealth Management, LLC497$65.0K0.01%+111+28.8%Added
Bay Harbor Wealth Management, LLC526$68.0K0.03%−4−0.8%Reduced
State of Wyoming523$68.0K0.03%+23+4.6%Added
Private Ocean, LLC534$69.0K0.01%+59+12.4%Added
Albion Financial Group535$69.0K0.01%+525+5,250.0%Added
Perkins Coie Trust Co538$70.0K0.03%00.0%Unchanged
Hillsdale Investment Management Inc.542$70.0K0.01%+118+27.8%Added
Paragon Wealth Strategies, LLC537$70.0K0.07%+537New
Brown, Lisle/Cummings, Inc.547$70.9K0.04%+55+11.2%Added
AlphaMark Advisors, LLC558$72.0K0.04%00.0%Unchanged
Cedar Mountain Advisors, LLC554$72.0K0.02%00.0%Unchanged
Abound Wealth Management562$72.9K0.04%+562New