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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,748 | $1.14M | 0.34% | −501−5.4% | Reduced |
| RSM US Wealth Management LLC | 8,753 | $1.14M | 0.07% | +1,038+13.5% | Added |
| American State Bank (Iowa) | 8,764 | $1.14M | 0.99% | +150+1.7% | Added |
| Phoenix Wealth Advisors | 8,781 | $1.14M | 1.14% | +366+4.3% | Added |
| Aldebaran Financial Inc. | 8,733 | $1.14M | 1.31% | −257−2.9% | Reduced |
| Evanson Asset Management, LLC | 8,796 | $1.14M | 0.14% | +418+5.0% | Added |
| Diamant Asset Management, Inc. | 8,805 | $1.14M | 1.11% | +5+0.1% | Added |
| Ausdal Financial Partners, Inc. | 8,822 | $1.14M | 0.18% | +918+11.6% | Added |
| Wealth Alliance | 8,820 | $1.14M | 0.23% | +1,620+22.5% | Added |
| Boltwood Capital Management | 8,825 | $1.15M | 0.52% | −4,200−32.2% | Reduced |
| Eudaimonia Partners, LLC | 8,844 | $1.15M | 0.30% | −6,249−41.4% | Reduced |
| First Command Bank | 8,845 | $1.15M | 0.17% | +517+6.2% | Added |
| First Command Financial Services, Inc. | 8,845 | $1.15M | 0.17% | +517+6.2% | Added |
| Independence Bank of Kentucky | 8,869 | $1.15M | 0.57% | −474−5.1% | Reduced |
| Chicago Capital, LLC | 8,874 | $1.15M | 0.07% | −770−8.0% | Reduced |
| LCM Capital Management Inc | 8,908 | $1.16M | 1.22% | −29−0.3% | Reduced |
| Summit Financial Strategies, Inc. | 8,911 | $1.16M | 0.27% | −388−4.2% | Reduced |
| WMS Partners, LLC | 8,930 | $1.16M | 0.16% | −99−1.1% | Reduced |
| Schmidt P J Investment Management Inc | 8,481 | $1.16M | 0.28% | −200−2.3% | Reduced |
| Chilton Capital Management LLC | 8,948 | $1.16M | 0.08% | −1,625−15.4% | Reduced |
| Vigilare Wealth Management | 8,949 | $1.16M | 1.50% | −1,357−13.2% | Reduced |
| Vaughan David Investments LLC | 8,951 | $1.16M | 0.04% | −53−0.6% | Reduced |
| Birmingham Capital Management Co Inc | 8,989 | $1.17M | 0.52% | +184+2.1% | Added |
| Blueshift Asset Management, LLC | 9,005 | $1.17M | 0.25% | −4,449−33.1% | Reduced |
| West Family Investments, Inc. | 9,005 | $1.17M | 0.50% | +299+3.4% | Added |
| Stonnington Group, LLC | 8,782 | $1.18M | 0.33% | +1,000+12.9% | Added |
| Intellectus Partners, LLC | 9,069 | $1.18M | 0.42% | −885−8.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 8,874 | $1.18M | 1.19% | +218+2.5% | Added |
| First Foundation Advisors | 9,090 | $1.18M | 0.06% | −968−9.6% | Reduced |
| Bowman & Co S.C. | 9,137 | $1.19M | 1.07% | +326+3.7% | Added |
| Strengthening Families & Communities, LLC | 9,233 | $1.20M | 0.62% | +881+10.5% | Added |
| TCM Advisors, LLC | – | $1.21M | 1.35% | – | – |
| Oak Family Advisors, LLC | 9,345 | $1.21M | 0.79% | +1,676+21.9% | Added |
| Guardian Wealth Advisors, LLC | 9,350 | $1.21M | 0.23% | +456+5.1% | Added |
| Rational Advisors LLC | 9,370 | $1.22M | 0.10% | +554+6.3% | Added |
| GraniteShares Advisors LLC | 9,390 | $1.22M | 0.99% | −1,381−12.8% | Reduced |
| Altman Advisors, Inc. | 9,410 | $1.22M | 0.77% | −186−1.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,411 | $1.22M | 0.17% | +176+1.9% | Added |
| Evergreen Capital Management LLC | 9,414 | $1.22M | 0.06% | +1,652+21.3% | Added |
| Parsons Capital Management Inc | 9,433 | $1.22M | 0.11% | −500−5.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,438 | $1.22M | 0.40% | +16+0.2% | Added |
| Gibraltar Capital Management, Inc. | 9,471 | $1.23M | 0.63% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 9,076 | $1.23M | 0.34% | +635+7.5% | Added |
| First Heartland Consultants, Inc. | 9,526 | $1.24M | 0.20% | +608+6.8% | Added |
| Detalus Advisors, LLC | 9,554 | $1.24M | 0.74% | +14+0.1% | Added |
| Pecaut & Co. | 9,570 | $1.24M | 0.66% | −7,600−44.3% | Reduced |
| Kidder Stephen W | 9,575 | $1.24M | 0.51% | 00.0% | Unchanged |
| Park National Corp | 9,580 | $1.24M | 0.06% | +567+6.3% | Added |
| Northeast Financial Consultants Inc | 9,592 | $1.24M | 0.09% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 9,601 | $1.25M | 0.14% | +760+8.6% | Added |
| Zeke Capital Advisors, LLC | 9,614 | $1.25M | 0.09% | +18+0.2% | Added |
| Sentry Investment Management LLC | 9,626 | $1.25M | 0.59% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 9,644 | $1.25M | 0.80% | −86−0.9% | Reduced |
| Essex Financial Services, Inc. | 9,651 | $1.25M | 0.15% | +63+0.7% | Added |
| Bank Hapoalim BM | 9,668 | $1.25M | 0.16% | −10,575−52.2% | Reduced |
| Montecito Bank & Trust | 9,679 | $1.26M | 0.33% | +600+6.6% | Added |
| Navalign, LLC | 9,695 | $1.26M | 0.57% | +184+1.9% | Added |
| Jmac Enterprises LLC | 9,701 | $1.26M | 0.35% | +295+3.1% | Added |
| Ancora Advisors, LLC | 9,699 | $1.26M | 0.04% | +1,876+24.0% | Added |
| RB Capital Management, LLC | 9,713 | $1.26M | 0.48% | +566+6.2% | Added |
| First Financial Bank - Trust Division | 9,759 | $1.27M | 0.16% | −154−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 8,911 | $1.27M | 0.09% | +3,048+52.0% | Added |
| Delta Investment Management, LLC | 9,828 | $1.27M | 0.55% | +1,701+20.9% | Added |
| Linscomb & Williams, Inc. | 9,862 | $1.28M | 0.08% | −85−0.9% | Reduced |
| Accretive Wealth Partners, LLC | 9,871 | $1.28M | 0.97% | +160+1.6% | Added |
| Main Street Financial Solutions, LLC | 9,910 | $1.28M | 0.21% | −5,198−34.4% | Reduced |
| Global Trust Asset Management, LLC | 9,909 | $1.29M | 0.67% | +40+0.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,399 | $1.29M | 0.61% | +86+0.9% | Added |
| FDx Advisors, Inc. | 9,927 | $1.29M | 0.06% | −697−6.6% | Reduced |
| McMillion Capital Management Inc | 9,927 | $1.29M | 1.19% | −454−4.4% | Reduced |
| Old Port Advisors | 9,708 | $1.29M | 0.51% | −812−7.7% | Reduced |
| Insight Advisors, LLC | 9,945 | $1.29M | 0.51% | +174+1.8% | Added |
| EverSource Wealth Advisors, LLC | 9,958 | $1.29M | 0.30% | +6,151+161.6% | Added |
| Argus Investors' Counsel, Inc. | 9,960 | $1.29M | 1.15% | −2,600−20.7% | Reduced |
| Oarsman Capital, Inc. | 9,976 | $1.29M | 0.69% | +315+3.3% | Added |
| L.M. Kohn & Company | 10,001 | $1.30M | 0.64% | −363−3.5% | Reduced |
| SRN Advisors, LLC | 10,021 | $1.30M | 1.09% | −204−2.0% | Reduced |
| Jeppson Wealth Management, LLC | 10,025 | $1.30M | 0.59% | −150−1.5% | Reduced |
| Bedel Financial Consulting, Inc. | 9,154 | $1.30M | 0.35% | +420+4.8% | Added |
| Jarislowsky, Fraser Ltd | 10,073 | $1.31M | 0.01% | +17+0.2% | Added |
| White Pine Capital LLC | 10,073 | $1.31M | 0.54% | +50+0.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 10,081 | $1.31M | 0.91% | −346−3.3% | Reduced |
| Wealthsource Partners, LLC | 10,152 | $1.32M | 0.10% | +309+3.1% | Added |
| First National Bank & Trust Co of Newtown | 10,214 | $1.32M | 0.32% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10,909 | $1.33M | 0.02% | +1,107+11.3% | Added |
| McDonald Partners LLC | 10,220 | $1.33M | 0.51% | +148+1.5% | Added |
| CMG Global Holdings, LLC | 10,231 | $1.33M | 1.43% | +217+2.2% | Added |
| David Loasby | 10,286 | $1.33M | 0.22% | −10.0% | Reduced |
| Lakeview Capital Partners, LLC | 10,264 | $1.33M | 0.52% | +85+0.8% | Added |
| Pioneer Trust Bank N A | 10,269 | $1.33M | 0.45% | −8−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 10,296 | $1.33M | 0.10% | +10,296 | New |
| Douglas Lane & Associates, LLC | 10,311 | $1.34M | 0.02% | −117−1.1% | Reduced |
| Naviter Wealth, LLC | 10,322 | $1.34M | 0.55% | +292+2.9% | Added |
| Chatham Capital Group, Inc. | 10,386 | $1.35M | 0.33% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,163 | $1.35M | 1.08% | +567+5.9% | Added |
| Harbour Investments, Inc. | 11,097 | $1.35M | 0.09% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 10,405 | $1.35M | 0.26% | 00.0% | Unchanged |
| First PREMIER Bank | 10,432 | $1.35M | 0.44% | −15−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,437 | $1.35M | 0.06% | +384+3.8% | Added |
| Union Heritage Capital, LLC | 10,450 | $1.35M | 0.90% | 00.0% | Unchanged |