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 |
|---|---|---|---|---|---|
| Powers Advisory Group, LLC | 12,535 | $1.63M | 1.30% | −16−0.1% | Reduced |
| Boston Financial Mangement LLC | 12,547 | $1.63M | 0.07% | +180+1.5% | Added |
| Resurgent Financial Advisors LLC | 12,585 | $1.63M | 1.13% | +598+5.0% | Added |
| Eagle Bluffs Wealth Management LLC | 12,589 | $1.63M | 1.89% | +135+1.1% | Added |
| Gables Capital Management Inc. | 12,619 | $1.64M | 1.31% | −600−4.5% | Reduced |
| IMA Wealth, Inc. | 12,635 | $1.64M | 0.44% | 00.0% | Unchanged |
| Monetary Management Group Inc | 12,636 | $1.64M | 0.54% | +650+5.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 12,660 | $1.64M | 2.24% | −2,000−13.6% | Reduced |
| GFG Capital, LLC | 12,723 | $1.65M | 0.55% | +615+5.1% | Added |
| Optimum Investment Advisors | 12,740 | $1.65M | 0.89% | −760−5.6% | Reduced |
| Founders Capital Management | 12,808 | $1.66M | 1.36% | −816−6.0% | Reduced |
| Costello Asset Management, INC | 12,841 | $1.67M | 1.57% | −1,693−11.6% | Reduced |
| North Star Investment Management Corp. | 12,862 | $1.67M | 0.16% | −348−2.6% | Reduced |
| Weatherly Asset Management L. P. | 12,888 | $1.67M | 0.24% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,907 | $1.67M | 0.14% | −918−6.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.69M | 0.74% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 13,017 | $1.69M | 0.39% | +11,261+641.3% | Added |
| Invst, LLC | 13,086 | $1.69M | 0.29% | +321+2.5% | Added |
| Front Row Advisors LLC | 13,124 | $1.70M | 0.88% | −735−5.3% | Reduced |
| Delos Wealth Advisors, LLC | 13,124 | $1.70M | 2.04% | +7,542+135.1% | Added |
| Peddock Capital Advisors, LLC | 13,136 | $1.70M | 0.70% | +213+1.6% | Added |
| FLC Capital Advisors | 13,180 | $1.71M | 0.59% | +209+1.6% | Added |
| CAPROCK Group, Inc. | 13,184 | $1.71M | 0.16% | +66+0.5% | Added |
| Windsor Capital Management, LLC | 13,203 | $1.71M | 0.64% | −186−1.4% | Reduced |
| Flputnam Investment Management Co | 13,201 | $1.71M | 0.07% | −78−0.6% | Reduced |
| Lazard Asset Management LLC | 13,224 | $1.71M | 0.00% | −14,130−51.7% | Reduced |
| Zullo Investment Group, Inc. | 13,248 | $1.72M | 1.11% | −406−3.0% | Reduced |
| Boothbay Fund Management, LLC | 13,382 | $1.74M | 0.06% | −13,635−50.5% | Reduced |
| Congress Park Capital LLC | 13,395 | $1.74M | 1.15% | −1,856−12.2% | Reduced |
| Ironwood Investment Counsel, LLC | 13,423 | $1.74M | 0.50% | +232+1.8% | Added |
| Allred Capital Management, LLC | 13,419 | $1.74M | 1.09% | +380+2.9% | Added |
| Doliver Advisors, LP | 13,460 | $1.75M | 0.64% | −1,120−7.7% | Reduced |
| Pinnacle Holdings, LLC | 13,498 | $1.75M | 0.82% | +128+1.0% | Added |
| WT Wealth Management | 13,557 | $1.76M | 0.88% | +186+1.4% | Added |
| Financial Partners Capital Management LLC | 13,683 | $1.77M | 0.42% | −54−0.4% | Reduced |
| Spirit of America Management Corp | 13,684 | $1.77M | 0.42% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 13,706 | $1.78M | 0.52% | −470−3.3% | Reduced |
| Symphony Financial, Ltd. Co. | 13,444 | $1.78M | 0.58% | +557+4.3% | Added |
| Gratus Capital LLC | 13,711 | $1.78M | 0.19% | +3,561+35.1% | Added |
| D.B. Root & Company, LLC | 13,723 | $1.78M | 0.81% | −17−0.1% | Reduced |
| Sterling Investment Management, Inc. | 13,722 | $1.78M | 1.50% | +2,742+25.0% | Added |
| StoneX Group Inc. | 13,724 | $1.78M | 0.24% | +177+1.3% | Added |
| CoreFirst Bank & Trust | 13,759 | $1.78M | 1.54% | +79+0.6% | Added |
| Wintrust Investments LLC | 13,766 | $1.79M | 0.22% | −1,017−6.9% | Reduced |
| CFM Wealth Partners LLC | 13,772 | $1.79M | 0.57% | +382+2.9% | Added |
| Mission Wealth Management, LP | 13,817 | $1.79M | 0.10% | +12+0.1% | Added |
| Martin & Co Inc | 13,831 | $1.79M | 0.53% | +409+3.0% | Added |
| Valmark Advisers, Inc. | 13,842 | $1.79M | 0.04% | +157+1.1% | Added |
| Quilter Plc | 13,848 | $1.80M | 0.06% | −1,110−7.4% | Reduced |
| Canandaigua National Corp | 13,889 | $1.80M | 0.32% | −66−0.5% | Reduced |
| Meridian Wealth Advisors, LLC | 13,885 | $1.80M | 0.51% | +381+2.8% | Added |
| Aspen Investment Management Inc | 13,918 | $1.80M | 1.20% | −47−0.3% | Reduced |
| Security National Bank of Sioux City Iowa | 13,927 | $1.81M | 1.61% | +50.0% | Added |
| Oak Harbor Wealth Partners, LLC | 13,938 | $1.81M | 0.71% | +487+3.6% | Added |
| Centaurus Financial, Inc. | 14,004 | $1.82M | 0.18% | −1,113−7.4% | Reduced |
| Hartford Financial Management Inc. | 14,002 | $1.82M | 0.53% | +164+1.2% | Added |
| Robertson Stephens Wealth Management, LLC | 14,037 | $1.82M | 0.20% | −4,045−22.4% | Reduced |
| Roman Butler Fullerton & Co | 13,753 | $1.82M | 1.16% | +106+0.8% | Added |
| QP Wealth Management, LLC | 13,811 | $1.83M | 2.63% | +296+2.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,093 | $1.83M | 0.18% | −9,590−40.5% | Reduced |
| Wipfli Financial Advisors LLC, | 14,102 | $1.83M | 0.13% | +14,102 | New |
| Essex Savings Bank | 14,120 | $1.83M | 0.73% | +63+0.4% | Added |
| Wolverine Asset Management LLC | 14,136 | $1.83M | 0.03% | +14,136 | New |
| Welch Group, LLC | 14,188 | $1.84M | 0.12% | −447−3.1% | Reduced |
| Trust Co of Virginia | 14,202 | $1.84M | 0.23% | −923−6.1% | Reduced |
| Capstone Investment Advisors, LLC | 14,213 | $1.84M | 0.04% | −15,291−51.8% | Reduced |
| Gilbert & Cook, Inc. | 13,094 | $1.84M | 0.41% | +188+1.5% | Added |
| Siemens Fonds Invest GmbH | 14,222 | $1.84M | 0.21% | −613−4.1% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 14,328 | $1.86M | 0.23% | +67+0.5% | Added |
| Arlington Partners LLC | 14,338 | $1.86M | 0.75% | −136−0.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 14,435 | $1.87M | 0.05% | −40,624−73.8% | Reduced |
| Avidian Wealth Solutions, LLC | 14,446 | $1.87M | 0.14% | −567−3.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 14,585 | $1.89M | 0.85% | 00.0% | Unchanged |
| Bangor Savings Bank | 14,591 | $1.89M | 0.22% | −60.0% | Reduced |
| ICW Investment Advisors LLC | 14,608 | $1.90M | 1.27% | +63+0.4% | Added |
| Finer Wealth Management, Inc. | 14,684 | $1.90M | 1.87% | +97+0.7% | Added |
| St. Johns Investment Management Company, LLC | 14,678 | $1.90M | 1.25% | +498+3.5% | Added |
| Systematic Alpha Investments, LLC | 14,700 | $1.91M | 0.12% | 00.0% | Unchanged |
| Successful Portfolios LLC | 14,737 | $1.91M | 1.39% | −940−6.0% | Reduced |
| Summit Place Financial Advisors, LLC | 14,770 | $1.92M | 1.78% | +100+0.7% | Added |
| Credit Agricole S A | 14,814 | $1.92M | 0.06% | −4,205−22.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 14,811 | $1.92M | 1.59% | −297−2.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 14,824 | $1.92M | 0.62% | +1,072+7.8% | Added |
| MSH Capital Advisors LLC | 14,836 | $1.92M | 0.95% | +30.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 14,882 | $1.93M | 0.52% | +34+0.2% | Added |
| Members Capital Advisors Inc | 14,905 | $1.93M | 1.52% | 00.0% | Unchanged |
| Colony Group LLC | 14,974 | $1.94M | 0.03% | −5,275−26.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $1.95M | 0.66% | 00.0% | Unchanged |
| Park Circle Co | 15,000 | $1.95M | 2.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 15,154 | $1.95M | 0.03% | +11,307+293.9% | Added |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $1.95M | 1.94% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 15,057 | $1.95M | 0.26% | +1,068+7.6% | Added |
| Parkside Financial Bank & Trust | 15,128 | $1.96M | 0.63% | +246+1.7% | Added |
| Shelton Capital Management | 15,134 | $1.96M | 0.09% | +100+0.7% | Added |
| Liberty One Investment Management, LLC | 15,163 | $1.97M | 0.32% | +3,589+31.0% | Added |
| Deane Retirement Strategies, Inc. | 15,242 | $1.98M | 1.21% | +431+2.9% | Added |
| Graham Capital Management, L.P. | 15,261 | $1.98M | 0.08% | +15,261 | New |
| Axxcess Wealth Management, LLC | 15,293 | $1.98M | 0.20% | +3,355+28.1% | Added |
| Smithfield Trust Co | 15,328 | $1.99M | 0.14% | −650−4.1% | Reduced |
| Hudson Value Partners, LLC | 15,320 | $1.99M | 1.34% | −215−1.4% | Reduced |