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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 10,113 | $1.36M | 0.35% | +95+0.9% | Added |
| Smith Anglin Financial, LLC | 10,473 | $1.36M | 0.29% | −50−0.5% | Reduced |
| X-Square Capital, LLC | 10,512 | $1.36M | 0.87% | +29+0.3% | Added |
| First Commonwealth Financial Corp | 10,543 | $1.37M | 0.57% | −1,314−11.1% | Reduced |
| Highlander Capital Management, LLC | 10,550 | $1.37M | 0.79% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,552 | $1.37M | 0.14% | +10,552 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,572 | $1.37M | 0.25% | +2,837+36.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,584 | $1.37M | 1.14% | +70+0.7% | Added |
| Spreng Capital Management, Inc. | 10,612 | $1.38M | 1.22% | −400−3.6% | Reduced |
| SOL Capital Management CO | 10,650 | $1.38M | 0.29% | +75+0.7% | Added |
| Argent Advisors, Inc. | 10,672 | $1.38M | 0.81% | +233+2.2% | Added |
| Alpha DNA Investment Management LLC | 10,671 | $1.38M | 1.20% | +10,671 | New |
| Shepherd Financial Partners LLC | 10,697 | $1.39M | 0.27% | +5,252+96.5% | Added |
| True North Advisors, LLC | 10,704 | $1.39M | 0.46% | −529−4.7% | Reduced |
| Legacy Bridge, LLC | 10,713 | $1.39M | 1.11% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 10,727 | $1.39M | 0.18% | +1,166+12.2% | Added |
| Laurion Capital Management LP | 10,745 | $1.39M | 0.04% | −73,884−87.3% | Reduced |
| CoreCap Advisors, LLC | 10,747 | $1.39M | 0.12% | −8,838−45.1% | Reduced |
| WBH Advisory Inc | 10,766 | $1.40M | 0.20% | −794−6.9% | Reduced |
| Vise Technologies, Inc. | 10,774 | $1.40M | 0.53% | +1,893+21.3% | Added |
| Qtron Investments LLC | 10,787 | $1.40M | 0.35% | −4,273−28.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 10,785 | $1.40M | 0.90% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 9,385 | $1.40M | 0.10% | +9,385 | New |
| Canvas Wealth Advisors, LLC | 9,929 | $1.40M | 0.60% | −1,827−15.5% | Reduced |
| Hancock Whitney Corp | 10,801 | $1.40M | 0.06% | −7,781−41.9% | Reduced |
| TruWealth Advisors, LLC | 10,857 | $1.41M | 0.15% | −884−7.5% | Reduced |
| Schechter Investment Advisors, LLC | 10,856 | $1.41M | 0.14% | +5,964+121.9% | Added |
| HCR Wealth Advisors | 10,872 | $1.41M | 0.30% | −24−0.2% | Reduced |
| Bowling Portfolio Management LLC | 10,882 | $1.41M | 0.39% | −841−7.2% | Reduced |
| Cribstone Capital Management, LLC | 10,884 | $1.41M | 0.87% | +392+3.7% | Added |
| Argent Capital Management LLC | 10,900 | $1.41M | 0.06% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 10,925 | $1.42M | 0.07% | +5,808+113.5% | Added |
| Icapital Wealth LLC | 10,945 | $1.42M | 1.02% | +4,000+57.6% | Added |
| Harbor Advisors LLC | 11,000 | $1.43M | 0.38% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,002 | $1.43M | 1.11% | +31+0.3% | Added |
| Plancorp, LLC | 11,039 | $1.43M | 0.10% | +399+3.8% | Added |
| Bailard, Inc. | 11,063 | $1.44M | 0.06% | −2,957−21.1% | Reduced |
| Perigon Wealth Management, LLC | 11,063 | $1.44M | 0.12% | −186−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,068 | $1.44M | 0.12% | −39−0.4% | Reduced |
| Prestige Wealth Management Group LLC | 11,111 | $1.44M | 0.40% | +1,110+11.1% | Added |
| Brighton Jones LLC | 11,113 | $1.44M | 0.08% | +2,369+27.1% | Added |
| MTM Investment Management, LLC | 11,117 | $1.44M | 0.82% | −1,400−11.2% | Reduced |
| Continuum Advisory, LLC | 31,985 | $1.45M | 0.26% | −568−1.7% | Reduced |
| Trust Co of Oklahoma | 11,155 | $1.45M | 0.73% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11,157 | $1.45M | 1.16% | −260−2.3% | Reduced |
| Madison Wealth Management | 11,154 | $1.45M | 0.36% | +243+2.2% | Added |
| JT Stratford LLC | 11,267 | $1.46M | 0.52% | −14,253−55.9% | Reduced |
| NVWM, LLC | 11,309 | $1.47M | 0.58% | +257+2.3% | Added |
| Merit Financial Group, LLC | 11,341 | $1.47M | 0.06% | −8,452−42.7% | Reduced |
| Manchester Capital Management LLC | 11,348 | $1.47M | 0.26% | +224+2.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 11,375 | $1.48M | 0.44% | −26−0.2% | Reduced |
| MidWestOne Financial Group, Inc. | 11,394 | $1.48M | 0.38% | −165−1.4% | Reduced |
| ProVise Management Group, LLC | 11,420 | $1.48M | 0.17% | −681−5.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 11,176 | $1.48M | 1.56% | +11,176 | New |
| Garrett Investment Advisors LLC | 11,450 | $1.49M | 0.37% | +2,610+29.5% | Added |
| Adamsbrown Wealth Consultants LLC | 11,456 | $1.49M | 1.13% | +28+0.2% | Added |
| Good Life Advisors, LLC | 11,500 | $1.49M | 0.22% | −10,789−48.4% | Reduced |
| Founders Financial Securities LLC | 11,536 | $1.50M | 0.27% | +2,622+29.4% | Added |
| WealthShield Partners, LLC | 11,565 | $1.50M | 0.30% | +620+5.7% | Added |
| Bank of New Hampshire | 11,611 | $1.51M | 0.47% | −724−5.9% | Reduced |
| Verity Asset Management, Inc. | 11,621 | $1.51M | 1.55% | +11,621 | New |
| Nixon Peabody Trust Co | 11,628 | $1.51M | 1.28% | +11,628 | New |
| Alaethes Wealth LLC | 11,671 | $1.51M | 1.11% | +545+4.9% | Added |
| Guardian Capital LP | 11,689 | $1.52M | 0.05% | −40−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,709 | $1.52M | 0.88% | +454+4.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,723 | $1.52M | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 11,729 | $1.52M | 1.29% | +315+2.8% | Added |
| Lavaca Capital LLC | 11,655 | $1.53M | 0.86% | −8,636−42.6% | Reduced |
| HighTower Trust Services, LTA | 11,791 | $1.53M | 0.17% | +11,791 | New |
| DuPont Capital Management Corp | 11,800 | $1.53M | 0.09% | −4,727−28.6% | Reduced |
| Lumature Wealth Partners, LLC | 11,816 | $1.53M | 0.82% | +220+1.9% | Added |
| Private Harbour Investment Management & Counsel, LLC | 11,818 | $1.53M | 1.78% | −450−3.7% | Reduced |
| Buckingham Strategic Partners | 11,828 | $1.53M | 0.09% | +272+2.4% | Added |
| 44 Wealth Management LLC | 11,828 | $1.53M | 0.63% | +3,794+47.2% | Added |
| Lifeworks Advisors, LLC | 10,793 | $1.54M | 0.87% | +1,518+16.4% | Added |
| Ifrah Financial Services, Inc. | 11,854 | $1.54M | 0.53% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 11,872 | $1.54M | 0.30% | −35,407−74.9% | Reduced |
| Sunbelt Securities, Inc. | 11,890 | $1.54M | 0.33% | −355−2.9% | Reduced |
| Hoey Investments, Inc | 11,908 | $1.54M | 0.64% | +10,830+1,004.6% | Added |
| Capital Wealth Planning, LLC | 11,931 | $1.55M | 0.03% | −624−5.0% | Reduced |
| SeaCrest Wealth Management, LLC | 11,938 | $1.55M | 0.23% | −1,344−10.1% | Reduced |
| Shay Capital LLC | 11,975 | $1.55M | 0.78% | +11,975 | New |
| Sargent Investment Group, LLC | 11,845 | $1.56M | 0.49% | +735+6.6% | Added |
| Allen Capital Group, LLC | 12,100 | $1.57M | 0.36% | −15,346−55.9% | Reduced |
| Avantax Planning Partners, Inc. | 12,098 | $1.57M | 0.07% | −1,429−10.6% | Reduced |
| Baystate Wealth Management LLC | 12,106 | $1.57M | 0.16% | +60+0.5% | Added |
| Global Retirement Partners, LLC | 11,052 | $1.57M | 0.12% | +882+8.7% | Added |
| Cohen Lawrence B | 12,141 | $1.57M | 1.21% | +12,141 | New |
| Jones Financial Companies LLLP | 12,197 | $1.58M | 0.00% | +342+2.9% | Added |
| Pettee Investors, Inc. | 12,314 | $1.60M | 0.86% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12,317 | $1.60M | 0.16% | −1,244−9.2% | Reduced |
| Financial Advocates Investment Management | 12,385 | $1.60M | 0.14% | +90+0.7% | Added |
| Wealth Alliance Advisory Group, LLC | 12,378 | $1.60M | 0.71% | −40.0% | Reduced |
| Insight Inv LLC | 12,372 | $1.60M | 1.78% | +100+0.8% | Added |
| Pegasus Asset Management, Inc. | 12,387 | $1.61M | 0.91% | −158−1.3% | Reduced |
| 9258 Wealth Management, LLC | 12,411 | $1.61M | 0.41% | −184−1.5% | Reduced |
| Westover Capital Advisors, LLC | 12,485 | $1.62M | 0.62% | −5,159−29.2% | Reduced |
| Alpha Cubed Investments, LLC | 12,483 | $1.62M | 0.13% | −4,352−25.9% | Reduced |
| Abbrea Capital, LLC | 12,480 | $1.62M | 0.31% | −1,150−8.4% | Reduced |
| Boenning & Scattergood, Inc. | 12,512 | $1.62M | 0.33% | +669+5.6% | Added |