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, 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 5,283 | $685.0K | 0.05% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 5,294 | $687.0K | 0.21% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,295 | $687.0K | 0.18% | +359+7.3% | Added |
| Wealth Effects LLC | 5,302 | $688.0K | 0.42% | +45+0.9% | Added |
| Bridgeworth, LLC | 5,314 | $689.0K | 0.16% | −190−3.5% | Reduced |
| Okabena Investment Services Inc | 5,330 | $691.0K | 0.33% | +2,781+109.1% | Added |
| Landscape Capital Management, L.L.C. | 5,391 | $699.0K | 0.09% | −27,086−83.4% | Reduced |
| MJP Associates Inc | 5,391 | $699.0K | 0.21% | +12+0.2% | Added |
| Waterfront Wealth Inc. | 4,969 | $700.0K | 0.27% | −2,644−34.7% | Reduced |
| Perennial Investment Advisors, LLC | 5,395 | $700.0K | 0.32% | −912−14.5% | Reduced |
| Simplicity Wealth,LLC | 5,395 | $700.0K | 0.94% | +5+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 5,398 | $700.0K | 0.22% | +351+7.0% | Added |
| Triton Wealth Management, PLLC | 5,230 | $701.0K | 0.42% | −74−1.4% | Reduced |
| Benin Management CORP | 5,416 | $702.0K | 0.29% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 5,412 | $702.0K | 0.49% | +916+20.4% | Added |
| Nwam LLC | 5,426 | $704.0K | 0.07% | +491+9.9% | Added |
| New England Research & Management, Inc. | 5,436 | $705.0K | 0.44% | −15,993−74.6% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 5,470 | $709.0K | 0.49% | +5,470 | New |
| GoalVest Advisory LLC | 5,473 | $710.0K | 0.50% | −6,562−54.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,477 | $710.0K | 0.10% | −374−6.4% | Reduced |
| Carroll Investors, Inc | 5,375 | $710.0K | 0.57% | +5,375 | New |
| GQG Partners LLC | 5,479 | $711.0K | 0.00% | −9,814,653−99.9% | Reduced |
| Lake Street Financial LLC | 5,480 | $711.0K | 0.16% | +1,354+32.8% | Added |
| LexAurum Advisors, LLC | 5,496 | $713.0K | 0.28% | −524−8.7% | Reduced |
| S.E.E.D. Planning Group LLC | 5,503 | $714.0K | 0.33% | +1,690+44.3% | Added |
| Northwest Wealth Management, LLC | 5,516 | $715.0K | 0.32% | +3,057+124.3% | Added |
| Gould Asset Management LLC | 5,521 | $716.0K | 0.24% | −5−0.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,539 | $718.0K | 0.38% | +3+0.1% | Added |
| Bill Few Associates, Inc. | 5,538 | $718.0K | 0.49% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,563 | $721.0K | 0.33% | +1,136+25.7% | Added |
| Abacus Planning Group, Inc. | 5,589 | $725.0K | 0.22% | −1,507−21.2% | Reduced |
| blooom, inc. | 5,506 | $726.0K | 1.40% | +17+0.3% | Added |
| Etfidea, LLC | 5,599 | $726.2K | 0.37% | +300+5.7% | Added |
| Principle Wealth Partners LLC | 5,604 | $727.0K | 0.09% | −708−11.2% | Reduced |
| Wealth Management Associates, Inc. | 5,607 | $727.2K | 0.51% | +395+7.6% | Added |
| Reynders McVeigh Capital Management, LLC | 5,615 | $728.0K | 0.06% | −45−0.8% | Reduced |
| Helen Stephens Group, LLC | 5,625 | $730.0K | 0.51% | +20+0.4% | Added |
| City State Bank | 5,647 | $732.0K | 0.51% | +100+1.8% | Added |
| Missouri Trust & Investment Co | 5,668 | $735.0K | 0.48% | 00.0% | Unchanged |
| Wexford Capital LP | 5,668 | $735.0K | 0.23% | +2,668+88.9% | Added |
| Greenfield Savings Bank | 5,674 | $736.0K | 0.53% | −76−1.3% | Reduced |
| Security Financial Services, INC. | 5,689 | $738.0K | 0.25% | +197+3.6% | Added |
| Cutler Group LP | 5,708 | $740.0K | 0.09% | −13,297−70.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,600 | $740.0K | 0.98% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,704 | $740.0K | 0.12% | +192+3.5% | Added |
| Lokken Investment Group LLC | 5,712 | $741.0K | 0.64% | +70+1.2% | Added |
| Legacy Financial Advisors, Inc. | 5,726 | $743.0K | 0.18% | +893+18.5% | Added |
| Cyrus J. Lawrence, LLC | 5,745 | $745.0K | 0.22% | −30−0.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 5,770 | $748.0K | 0.62% | −197−3.3% | Reduced |
| IMS Capital Management | 5,777 | $749.0K | 0.52% | +7+0.1% | Added |
| TD Capital Management LLC | 5,772 | $749.0K | 0.10% | +20.0% | Added |
| Archetype Wealth Partners | 5,794 | $751.0K | 0.22% | −7−0.1% | Reduced |
| Enhancing Capital LLC | 5,846 | $752.0K | 0.93% | 00.0% | Unchanged |
| Peterson Wealth Services | 5,798 | $752.0K | 0.53% | +1,707+41.7% | Added |
| Financial Architects, Inc | 5,816 | $754.0K | 0.13% | +162+2.9% | Added |
| Eqis Capital Management, Inc. | 5,826 | $755.6K | 0.09% | +717+14.0% | Added |
| Great Diamond Partners, LLC | 5,838 | $757.0K | 0.26% | −640−9.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,840 | $758.0K | 0.19% | +673+13.0% | Added |
| S.C. Financial Services, Inc. | 5,855 | $759.0K | 1.20% | −1,503−20.4% | Reduced |
| Sunburst Financial Group, LLC | 5,851 | $759.0K | 0.37% | +184+3.2% | Added |
| Wealthspan Partners, LLC | 5,859 | $760.0K | 0.79% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,872 | $762.0K | 0.19% | −47−0.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,884 | $763.0K | 0.31% | +2,184+59.0% | Added |
| Arnhold LLC | 5,888 | $764.0K | 0.10% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,908 | $766.0K | 0.15% | −3,782−39.0% | Reduced |
| Stableford Capital II LLC | 5,596 | $766.0K | 0.37% | −749−11.8% | Reduced |
| Clearview Wealth Advisors LLC | 5,924 | $768.0K | 0.61% | +107+1.8% | Added |
| Arcadia Investment Management Corp | 5,920 | $768.0K | 0.19% | +3,534+148.1% | Added |
| St. James Investment Advisors, LLC | 5,932 | $769.0K | 1.68% | −520−8.1% | Reduced |
| Foster Group, Inc. | 5,937 | $770.0K | 0.06% | +144+2.5% | Added |
| Atlas Capital Advisors LLC | 5,943 | $770.8K | 0.14% | −50−0.8% | Reduced |
| Accurate Wealth Management, LLC | 5,896 | $771.0K | 0.32% | +66+1.1% | Added |
| Red Wave Investments LLC | 5,962 | $773.0K | 0.33% | +11+0.2% | Added |
| Tealwood Asset Management Inc | 5,963 | $773.0K | 0.42% | +12+0.2% | Added |
| Vantage Consulting Group Inc | 5,983 | $776.0K | 0.45% | −316−5.0% | Reduced |
| Syntax Advisors, LLC | 5,983 | $776.0K | 0.66% | −316−5.0% | Reduced |
| Monetta Financial Services Inc | 6,000 | $778.0K | 0.89% | +6,000 | New |
| Crestline Management, LP | 6,000 | $778.0K | 0.11% | +6,000 | New |
| Interval Partners, LP | 6,000 | $778.0K | 0.05% | +6,000 | New |
| First National Bank of South Miami | 6,016 | $780.0K | 0.60% | −131−2.1% | Reduced |
| Strategic Investment Advisors | 6,038 | $783.0K | 0.18% | −227−3.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,045 | $784.0K | 0.46% | +4+0.1% | Added |
| Elgethun Capital Management | 6,045 | $784.0K | 0.31% | +72+1.2% | Added |
| Merriman Wealth Management, LLC | 6,056 | $785.0K | 0.05% | −18−0.3% | Reduced |
| Laraway Financial Inc | 6,080 | $789.0K | 0.88% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 6,091 | $790.0K | 0.25% | +68+1.1% | Added |
| Willis Johnson & Associates, Inc. | 6,104 | $792.0K | 0.12% | +83+1.4% | Added |
| Chicago Trust Co NA | 6,128 | $795.0K | 0.21% | −66−1.1% | Reduced |
| Financial Partners Group, Inc | 6,146 | $797.0K | 0.21% | +170+2.8% | Added |
| Certified Advisory Corp | 6,143 | $797.0K | 0.18% | +166+2.8% | Added |
| Tributary Capital Management, LLC | 6,155 | $798.0K | 0.08% | −100−1.6% | Reduced |
| Nicolet Bankshares Inc | 6,155 | $798.0K | 0.23% | −60−1.0% | Reduced |
| Southeast Asset Advisors Inc. | 6,162 | $799.0K | 0.14% | −1,225−16.6% | Reduced |
| Hoylecohen, LLC | 6,162 | $799.0K | 0.09% | +7+0.1% | Added |
| Aj Wealth Strategies, LLC | 6,159 | $799.0K | 0.05% | +14+0.2% | Added |
| Oxbow Advisors, LLC | 6,169 | $800.0K | 0.13% | −142−2.3% | Reduced |
| Institute for Wealth Management, LLC. | 6,170 | $800.0K | 0.18% | +296+5.0% | Added |
| Modera Wealth Management, LLC | 6,173 | $801.0K | 0.04% | −870−12.4% | Reduced |
| Beacon Capital Management, LLC | 6,614 | $804.0K | 0.27% | −405−5.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,209 | $805.0K | 0.47% | +503+8.8% | Added |