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, 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 | 4,427 | $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, 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 |
|---|---|---|---|---|---|
| My Legacy Advisors, LLC | 7,300 | $952.0K | 0.48% | +336+4.8% | Added |
| Renaissance Group LLC | 7,345 | $953.0K | 0.05% | −178−2.4% | Reduced |
| Baker Ellis Asset Management LLC | 7,350 | $953.0K | 0.21% | +149+2.1% | Added |
| Boston Family Office LLC | 7,364 | $956.0K | 0.08% | +83+1.1% | Added |
| Narwhal Capital Management | 7,380 | $957.0K | 0.14% | +3,157+74.8% | Added |
| Whalerock Point Partners, LLC | 7,397 | $959.0K | 0.42% | 00.0% | Unchanged |
| Payden & Rygel | 7,400 | $960.0K | 0.06% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 7,919 | $963.0K | 0.18% | 00.0% | Unchanged |
| Dillon & Associates Inc | 7,413 | $964.0K | 0.22% | −241−3.1% | Reduced |
| Maven Securities LTD | 7,444 | $966.0K | 0.04% | +7,444 | New |
| Valley Brook Capital Group | 7,470 | $968.0K | 1.06% | +100+1.4% | Added |
| NorthRock Partners, LLC | 7,476 | $970.0K | 0.11% | +5,476+273.8% | Added |
| Patten Group, Inc. | 7,571 | $973.0K | 0.33% | −275−3.5% | Reduced |
| Charles Schwab Trust Co | 7,503 | $973.0K | 0.16% | −104−1.4% | Reduced |
| Annex Advisory Services, LLC | 7,532 | $977.0K | 0.07% | −1,808−19.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 7,563 | $981.0K | 0.25% | +222+3.0% | Added |
| Byrne Asset Management LLC | 7,572 | $982.0K | 0.76% | +89+1.2% | Added |
| Global Financial Private Client, LLC | 7,411 | $982.3K | 0.57% | +156+2.2% | Added |
| Am Investment Strategies LLC | 7,595 | $985.0K | 0.36% | −118−1.5% | Reduced |
| Enterprise Financial Services Corp | 7,631 | $989.0K | 0.74% | +497+7.0% | Added |
| Americana Partners, LLC | 7,679 | $990.0K | 0.18% | +812+11.8% | Added |
| D'Orazio & Associates, Inc. | 7,630 | $990.0K | 0.29% | +4,307+129.6% | Added |
| CWS Financial Advisors, LLC | 7,639 | $991.0K | 0.47% | −165−2.1% | Reduced |
| Harvest Volatility Management LLC | 7,490 | $991.0K | 0.17% | +1,090+17.0% | Added |
| Cozad Asset Management Inc | 7,648 | $992.0K | 0.16% | −300−3.8% | Reduced |
| Perpetual Investment Management Ltd | 7,652 | $992.0K | 0.15% | 00.0% | Unchanged |
| Adirondack Trust Co | 7,666 | $994.0K | 0.56% | +399+5.5% | Added |
| First Community Trust NA | 7,690 | $997.0K | 1.36% | −110−1.4% | Reduced |
| Disciplined Investments, LLC | 7,702 | $999.0K | 0.46% | −133−1.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,715 | $1.00M | 1.03% | +7,715 | New |
| Fox Run Management, L.L.C. | 7,788 | $1.01M | 0.39% | +7,788 | New |
| Kathmere Capital Management, LLC | 7,786 | $1.01M | 0.20% | +7,786 | New |
| Uncommon Cents Investing LLC | 7,792 | $1.01M | 0.42% | +187+2.5% | Added |
| DT Investment Partners, LLC | 7,814 | $1.01M | 0.17% | −591−7.0% | Reduced |
| Bluestein R H & Co | 7,830 | $1.02M | 0.06% | −200−2.5% | Reduced |
| Strategic Advisors LLC | 7,844 | $1.02M | 0.23% | +817+11.6% | Added |
| Kingfisher Capital LLC | 7,851 | $1.02M | 0.28% | +2,221+39.4% | Added |
| Raleigh Capital Management Inc. | 7,853 | $1.02M | 0.60% | +336+4.5% | Added |
| Proffitt & Goodson Inc | 7,869 | $1.02M | 0.22% | +448+6.0% | Added |
| Proquility Private Wealth Partners, LLC | 7,871 | $1.02M | 0.47% | +1,698+27.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 7,876 | $1.02M | 0.52% | −605−7.1% | Reduced |
| Hollencrest Capital Management | 7,881 | $1.02M | 0.13% | −549−6.5% | Reduced |
| Sterling Investment Counsel, LLC | 7,883 | $1.02M | 0.75% | +384+5.1% | Added |
| Wealth Quarterback LLC | 7,890 | $1.02M | 1.09% | +209+2.7% | Added |
| Pictet & Cie (Europe) SA | 7,950 | $1.03M | 0.05% | +350+4.6% | Added |
| Ballast, Inc. | 7,958 | $1.03M | 0.50% | −354−4.3% | Reduced |
| Icon Wealth Advisors, LLC | 7,959 | $1.03M | 0.13% | +7,959 | New |
| Donaldson Capital Management, LLC | 7,969 | $1.03M | 0.06% | +954+13.6% | Added |
| Focused Wealth Management, Inc | 7,984 | $1.03M | 0.22% | −154−1.9% | Reduced |
| United Asset Strategies, Inc. | 7,978 | $1.03M | 0.16% | +929+13.2% | Added |
| MKT Advisors LLC | 7,995 | $1.04M | 0.90% | +20+0.3% | Added |
| REDW Wealth LLC | 8,012 | $1.04M | 0.40% | +2,280+39.8% | Added |
| Rathbone Brothers plc | 8,016 | $1.04M | 0.01% | −670−7.7% | Reduced |
| Platform Technology Partners | 8,034 | $1.04M | 0.59% | +262+3.4% | Added |
| Keystone Financial Group | 8,055 | $1.04M | 0.21% | +47+0.6% | Added |
| Paradigm Asset Management Co LLC | 8,062 | $1.05M | 0.35% | −100−1.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,062 | $1.05M | 0.08% | −373−4.4% | Reduced |
| Winthrop Advisory Group LLC | 8,079 | $1.05M | 0.22% | −87−1.1% | Reduced |
| Claro Advisors LLC | 8,628 | $1.05M | 0.42% | 00.0% | Unchanged |
| Pitcairn Co | 8,090 | $1.05M | 0.12% | +1,026+14.5% | Added |
| Neville Rodie & Shaw Inc | 8,092 | $1.05M | 0.10% | −541−6.3% | Reduced |
| PFG Advisors | 8,113 | $1.05M | 0.12% | +719+9.7% | Added |
| Trust Co of Toledo NA | 8,116 | $1.05M | 0.20% | −4,808−37.2% | Reduced |
| First National Advisers, LLC | 8,128 | $1.05M | 1.56% | +2,303+39.5% | Added |
| Home Federal Bank of Tennessee | 8,132 | $1.05M | 0.44% | −10−0.1% | Reduced |
| Krilogy Financial LLC | 8,175 | $1.06M | 0.13% | −208−2.5% | Reduced |
| St. Louis Trust Co | 7,365 | $1.06M | 0.30% | +1,610+28.0% | Added |
| Spearhead Capital Advisors, LLC | 8,199 | $1.06M | 1.15% | −61,714−88.3% | Reduced |
| Woodward Diversified Capital, LLC | 8,196 | $1.06M | 0.88% | −494−5.7% | Reduced |
| Aberdeen Wealth Management LLC | 8,205 | $1.06M | 0.94% | +10.0% | Added |
| Castleview Partners, LLC | 8,213 | $1.06M | 1.02% | +7,847+2,144.0% | Added |
| First Western Trust Bank | 8,241 | $1.07M | 0.07% | −690−7.7% | Reduced |
| Focus Financial Network, Inc. | 8,255 | $1.07M | 0.09% | +819+11.0% | Added |
| Altfest L J & Co Inc | 8,276 | $1.07M | 0.20% | +27+0.3% | Added |
| Logan Capital Management Inc | 8,278 | $1.07M | 0.06% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 8,299 | $1.08M | 0.28% | 00.0% | Unchanged |
| Ami Investment Management Inc | 8,298 | $1.08M | 0.63% | +127+1.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 8,172 | $1.08M | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 8,304 | $1.08M | 0.08% | +426+5.4% | Added |
| Kesler, Norman & Wride, LLC | 8,316 | $1.08M | 0.30% | +54+0.7% | Added |
| Wellington Shields & Co., LLC | 8,325 | $1.08M | 0.47% | −480−5.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,325 | $1.08M | 0.06% | +733+9.7% | Added |
| Trustco Bank Corp N Y | 8,344 | $1.08M | 1.32% | −200−2.3% | Reduced |
| Archer Investment Corp | 8,367 | $1.09M | 0.46% | +36+0.4% | Added |
| Meadow Creek Wealth Advisors LLC | 8,378 | $1.09M | 1.44% | +7+0.1% | Added |
| Blue Chip Partners, Inc. | 8,382 | $1.09M | 0.15% | +147+1.8% | Added |
| Keebeck Wealth Management, LLC | 8,432 | $1.09M | 0.21% | −5,123−37.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,447 | $1.10M | 0.15% | −132−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,458 | $1.10M | 0.09% | +816+10.7% | Added |
| Gray Wealth Management Inc. | 8,466 | $1.10M | 0.70% | +164+2.0% | Added |
| Ahl Investment Management, Inc. | 8,470 | $1.10M | 1.13% | −40−0.5% | Reduced |
| CVA Family Office, LLC | 8,470 | $1.10M | 0.30% | +206+2.5% | Added |
| Wedmont Private Capital | 8,497 | $1.10M | 0.22% | +4,651+120.9% | Added |
| Intrust Bank NA | 8,526 | $1.10M | 0.17% | −433−4.8% | Reduced |
| Beaumont Asset Management, L.L.C. | 8,533 | $1.11M | 0.88% | +11+0.1% | Added |
| PBMares Wealth Management LLC | 8,525 | $1.11M | 0.48% | +401+4.9% | Added |
| Foundations Investment Advisors, LLC | 8,566 | $1.11M | 0.05% | −383−4.3% | Reduced |
| Live Oak Private Wealth LLC | 8,563 | $1.11M | 0.25% | +28+0.3% | Added |
| WMG Financial Advisors, LLC | 8,578 | $1.11M | 1.00% | +30+0.4% | Added |
| First Farmers & Merchants Bank / Trust | 8,627 | $1.12M | 1.48% | 00.0% | Unchanged |