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; 4,426 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
- 2,608
- +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
- 1,126 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 |
|---|---|---|---|---|---|
| Connolly Sarah T. | 6,230 | $808.0K | 0.59% | +6,230 | New |
| Abbot Financial Management, Inc. | 6,237 | $809.0K | 0.58% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 6,240 | $809.0K | 0.43% | +520+9.1% | Added |
| Norris Financial Group, LLC | 6,249 | $810.5K | 0.74% | −55−0.9% | Reduced |
| Clare Market Investments LLC | 6,251 | $810.8K | 0.35% | −4,303−40.8% | Reduced |
| Founders Financial Alliance, LLC | 6,272 | $813.0K | 0.41% | −632−9.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,270 | $813.0K | 0.08% | +310+5.2% | Added |
| Retirement Guys Formula LLC | 6,267 | $813.0K | 0.86% | +3,763+150.3% | Added |
| Beaton Management Co. Inc. | 6,275 | $814.0K | 0.62% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 6,214 | $815.0K | 0.21% | +102+1.7% | Added |
| IPG Investment Advisors LLC | 6,305 | $817.8K | 0.23% | −91−1.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 6,306 | $818.0K | 0.62% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6,112 | $820.0K | 0.17% | +122+2.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 6,355 | $824.0K | 0.34% | 00.0% | Unchanged |
| Holderness Investments Co | 6,359 | $825.0K | 0.37% | −1,280−16.8% | Reduced |
| Barr E S & Co | 6,370 | $826.0K | 0.07% | −120−1.8% | Reduced |
| Old Mission Investment Co LLC | 6,374 | $826.7K | 0.39% | +234+3.8% | Added |
| Papp L Roy & Associates | 6,381 | $828.0K | 0.13% | −550−7.9% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 6,384 | $828.0K | 0.15% | 00.0% | Unchanged |
| Next Capital Management LLC | 6,384 | $828.0K | 0.63% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 6,392 | $829.0K | 0.19% | −700−9.9% | Reduced |
| Tevis Investment Management | 6,416 | $831.0K | 0.81% | +62+1.0% | Added |
| Verdence Capital Advisors LLC | 6,455 | $837.0K | 0.12% | +20+0.3% | Added |
| KMG Fiduciary Partners, LLC | 6,454 | $837.0K | 0.16% | +116+1.8% | Added |
| Connectus Wealth, LLC | 6,453 | $838.0K | 0.02% | −216−3.2% | Reduced |
| Day & Ennis, LLC | 6,477 | $840.0K | 0.35% | −10−0.2% | Reduced |
| Sargent Bickham Lagudis LLC | 6,485 | $841.0K | 0.08% | −20,728−76.2% | Reduced |
| Somerville Kurt F | 6,495 | $843.0K | 0.17% | 00.0% | Unchanged |
| Kettle Hill Capital Management, LLC | 6,518 | $845.0K | 0.20% | +6,518 | New |
| Summit Financial Wealth Advisors, LLC | 6,016 | $847.0K | 0.24% | −746−11.0% | Reduced |
| XML Financial, LLC | 6,530 | $847.0K | 0.12% | +2,340+55.8% | Added |
| Wilson & Boucher Capital Management, LLC | 6,557 | $850.0K | 0.99% | −415−6.0% | Reduced |
| WealthBridge Capital Management, LLC | 7,010 | $852.0K | 0.36% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 6,581 | $854.0K | 0.06% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 6,000 | $854.0K | 0.60% | −32−0.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,605 | $857.0K | 0.49% | −487−6.9% | Reduced |
| Eidelman Virant Capital | 6,545 | $857.0K | 0.63% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 6,630 | $860.0K | 1.08% | −97−1.4% | Reduced |
| Joel Isaacson & Co., LLC | 6,630 | $860.0K | 0.07% | +469+7.6% | Added |
| Courier Capital LLC | 6,636 | $861.0K | 0.11% | −463−6.5% | Reduced |
| Grove Bank & Trust | 6,642 | $861.0K | 0.21% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 6,699 | $869.0K | 0.44% | −72−1.1% | Reduced |
| Coastal Investment Advisors, Inc. | 6,719 | $872.0K | 0.23% | −64−0.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,730 | $872.0K | 0.40% | +50+0.7% | Added |
| Exencial Wealth Advisors, LLC | 6,726 | $872.0K | 0.05% | +1,114+19.9% | Added |
| Clark Capital Management Group, Inc. | 6,729 | $873.0K | 0.01% | +10.0% | Added |
| First National Bank of Hutchinson | 6,735 | $874.0K | 0.70% | −1,354−16.7% | Reduced |
| Cim Investment Mangement Inc | 6,740 | $874.0K | 0.39% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 6,750 | $875.0K | 0.25% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 6,772 | $878.0K | 0.72% | +6,772 | New |
| Secure Asset Management, LLC | 6,779 | $879.0K | 0.49% | −810−10.7% | Reduced |
| Peoples Financial Services Corp. | 6,772 | $879.0K | 0.45% | −91−1.3% | Reduced |
| Sky Investment Group LLC | 6,785 | $880.0K | 0.23% | −255−3.6% | Reduced |
| Tectonic Advisors LLC | 6,789 | $881.0K | 0.16% | +183+2.8% | Added |
| Towerpoint Wealth, LLC | 6,818 | $884.0K | 0.53% | +4+0.1% | Added |
| 626 Financial, LLC | 6,826 | $885.0K | 0.72% | −138−2.0% | Reduced |
| Silver Oak Securities, Inc | 5,554 | $888.2K | 0.19% | +178+3.3% | Added |
| Shulman DeMeo Asset Management LLC | 6,869 | $891.0K | 0.32% | −100−1.4% | Reduced |
| Landmark Financial Advisors, LLC | 6,875 | $892.0K | 0.47% | +25+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 6,900 | $895.0K | 0.02% | +617+9.8% | Added |
| Autumn Glory Partners, LLC | 6,897 | $895.0K | 0.60% | +3,832+125.0% | Added |
| F3Logic, LLC | 6,916 | $899.0K | 0.19% | +515+8.0% | Added |
| Southern Capital Advisors, LLC | 6,937 | $900.0K | 0.74% | −12−0.2% | Reduced |
| Empowered Funds, LLC | 6,944 | $900.0K | 0.09% | +6,944 | New |
| Financial Advisory Group | 6,950 | $901.0K | 0.20% | +71+1.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,947 | $901.0K | 0.55% | +2,032+41.3% | Added |
| Fortitude Advisory Group L.L.C. | 6,954 | $902.0K | 0.88% | −142−2.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,959 | $903.0K | 0.53% | −60−0.9% | Reduced |
| Ossiam | 6,970 | $904.0K | 0.03% | −22,035−76.0% | Reduced |
| Ayalon Holdings Ltd. | 6,968 | $904.0K | 0.43% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 6,968 | $904.0K | 0.39% | +475+7.3% | Added |
| Liberty Capital Management, Inc. | 6,988 | $906.0K | 0.34% | 00.0% | Unchanged |
| Game Creek Capital, LP | 7,000 | $908.0K | 0.61% | −3,000−30.0% | Reduced |
| Eudaimonia Advisors LLC | 7,018 | $910.0K | 0.66% | +10.0% | Added |
| Professional Financial Advisors, LLC | 7,014 | $910.0K | 0.56% | +44+0.6% | Added |
| Lindbrook Capital, LLC | 7,045 | $914.0K | 0.15% | +985+16.3% | Added |
| Humankind Investments LLC | 7,057 | $915.0K | 0.44% | +335+5.0% | Added |
| Catalyst Capital Advisors LLC | 7,062 | $916.0K | 0.03% | 00.0% | Unchanged |
| Mairs & Power Inc | 7,063 | $916.0K | 0.01% | +1,951+38.2% | Added |
| DeDora Capital, Inc. | 7,082 | $918.0K | 0.48% | +146+2.1% | Added |
| Lincoln Capital LLC | 7,089 | $919.0K | 0.29% | 00.0% | Unchanged |
| Retirement Planning Group | 7,085 | $919.0K | 0.12% | +1,072+17.8% | Added |
| Coastal Bridge Advisors, LLC | 7,099 | $921.0K | 0.25% | +8+0.1% | Added |
| Patriot Investment Management Inc. | 7,137 | $925.0K | 0.10% | −44−0.6% | Reduced |
| Farmers National Bank | 7,142 | $926.3K | 0.37% | −94−1.3% | Reduced |
| Sante Capital Fund, LP | 7,148 | $927.0K | 1.90% | +7,148 | New |
| GPS Wealth Strategies Group, LLC | 7,160 | $929.0K | 0.23% | +120+1.7% | Added |
| KC Investment Advisors, LLC | 7,198 | $934.0K | 0.82% | −466−6.1% | Reduced |
| Cannell Peter B & Co Inc | 7,200 | $934.0K | 0.04% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 7,213 | $936.0K | 0.62% | +321+4.7% | Added |
| Armor Investment Advisors, LLC | 7,219 | $936.0K | 0.64% | +1,673+30.2% | Added |
| Biltmore Family Office, LLC | 7,228 | $937.0K | 0.21% | +24+0.3% | Added |
| Atlas Brown,Inc. | 7,229 | $938.0K | 0.48% | +35+0.5% | Added |
| Inlet Private Wealth, LLC | 7,250 | $940.0K | 0.28% | 00.0% | Unchanged |
| Beck Bode, LLC | 7,259 | $941.0K | 0.20% | +397+5.8% | Added |
| Advisory Alpha, LLC | 7,257 | $941.0K | 0.07% | +758+11.7% | Added |
| BEAM Asset Management, LLC | 7,269 | $943.0K | 1.05% | −20.0% | Reduced |
| West Michigan Advisors, LLC | 7,289 | $946.0K | 0.82% | +69+1.0% | Added |
| Marcum Wealth, LLC | 7,297 | $946.0K | 0.14% | +316+4.5% | Added |
| Romano Brothers and Company | 7,300 | $947.0K | 0.15% | +7,300 | New |