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 |
|---|---|---|---|---|---|
| Riverbridge Partners LLC | 15,378 | $2.00M | 0.03% | −79−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,432 | $2.00M | 0.27% | −1,595−9.4% | Reduced |
| Providence First Trust Co | 15,439 | $2.00M | 1.22% | −842−5.2% | Reduced |
| Duff & Phelps Investment Management Co | 15,456 | $2.00M | 0.03% | +360+2.4% | Added |
| Ropes Wealth Advisors LLC | 15,455 | $2.00M | 0.42% | +1,205+8.5% | Added |
| IFG Advisory, LLC | 15,464 | $2.00M | 0.18% | +1,394+9.9% | Added |
| Pacifica Partners Inc. | 15,655 | $2.01M | 1.45% | −225−1.4% | Reduced |
| NTV Asset Management LLC | 15,516 | $2.01M | 0.42% | −400−2.5% | Reduced |
| Sculati Wealth Management, LLC | 15,572 | $2.02M | 1.19% | −709−4.4% | Reduced |
| Duncker Streett & Co Inc | 15,615 | $2.02M | 0.53% | −100−0.6% | Reduced |
| Bank of Stockton | 15,610 | $2.02M | 0.78% | +225+1.5% | Added |
| Ledyard National Bank | 15,607 | $2.02M | 0.26% | +380+2.5% | Added |
| Hodges Capital Management Inc. | 15,619 | $2.03M | 0.33% | −18,990−54.9% | Reduced |
| ARGI Investment Services, LLC | 15,621 | $2.03M | 0.07% | +527+3.5% | Added |
| Beech Hill Advisors, Inc. | 15,711 | $2.04M | 1.17% | −22−0.1% | Reduced |
| Private Trust Co NA | 15,745 | $2.04M | 0.33% | +837+5.6% | Added |
| Page Arthur B | 15,787 | $2.05M | 2.14% | −281−1.7% | Reduced |
| Quadrant Capital Group LLC | 15,805 | $2.05M | 0.27% | +2,248+16.6% | Added |
| Anchor Investment Management, LLC | 15,818 | $2.05M | 0.32% | +410+2.7% | Added |
| Maryland Capital Management | 15,956 | $2.07M | 0.17% | −346−2.1% | Reduced |
| Security National Bank of So Dak | 15,946 | $2.07M | 1.86% | −18−0.1% | Reduced |
| Bryn Mawr Trust Co | 16,003 | $2.08M | 0.10% | −350−2.1% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,037 | $2.08M | 1.53% | +200+1.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 15,872 | $2.08M | 1.38% | +1,547+10.8% | Added |
| Equitable Trust Co | 16,156 | $2.10M | 0.17% | −535−3.2% | Reduced |
| First Hawaiian Bank | 16,205 | $2.10M | 0.08% | −846−5.0% | Reduced |
| Northstar Asset Management LLC | 16,247 | $2.11M | 0.70% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 16,230 | $2.11M | 0.10% | +16,230 | New |
| Pinkerton Retirement Specialists, LLC | 16,250 | $2.11M | 0.81% | −805−4.7% | Reduced |
| Providence Wealth Advisors, LLC | 14,805 | $2.11M | 1.57% | −856−5.5% | Reduced |
| Marshall Financial Group LLC | 16,257 | $2.11M | 0.89% | +469+3.0% | Added |
| Hollow Brook Wealth Management LLC | 16,275 | $2.11M | 1.20% | −26−0.2% | Reduced |
| Amussen Hunsaker Associates LLC | 16,348 | $2.12M | 0.60% | −691−4.1% | Reduced |
| Rice Partnership, LLC | 16,355 | $2.12M | 0.68% | −12,957−44.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 16,376 | $2.12M | 1.58% | +3,595+28.1% | Added |
| AllGen Financial Advisors, Inc. | 16,380 | $2.12M | 1.65% | −546−3.2% | Reduced |
| Freedom Day Solutions, LLC | 16,425 | $2.13M | 1.15% | −547−3.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 16,459 | $2.13M | 0.80% | +30.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 16,481 | $2.14M | 0.76% | +558+3.5% | Added |
| Naples Global Advisors, LLC | 16,582 | $2.15M | 0.30% | −270−1.6% | Reduced |
| Orion Portfolio Solutions, LLC | 16,638 | $2.16M | 0.09% | +8,236+98.0% | Added |
| Dearborn Partners LLC | 16,708 | $2.17M | 0.10% | +32+0.2% | Added |
| Kensington Investment Counsel, LLC | 16,705 | $2.17M | 1.82% | +792+5.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,752 | $2.17M | 0.53% | +536+3.3% | Added |
| Dumont & Blake Investment Advisors LLC | 16,765 | $2.17M | 0.81% | −1,002−5.6% | Reduced |
| Geneos Wealth Management Inc. | 16,817 | $2.18M | 0.15% | −26,613−61.3% | Reduced |
| Bessemer Securities LLC | 16,817 | $2.18M | 0.78% | −1,071−6.0% | Reduced |
| Bowen Hanes & Co Inc | 16,895 | $2.19M | 0.08% | −3,585−17.5% | Reduced |
| L & S Advisors Inc | 16,896 | $2.19M | 0.39% | +16,896 | New |
| Cito Capital Group, LLC | 16,900 | $2.19M | 1.26% | +500+3.0% | Added |
| Dorsey & Whitney Trust CO LLC | 16,923 | $2.19M | 0.23% | +2,425+16.7% | Added |
| MV Capital Management, Inc. | 16,940 | $2.20M | 0.38% | −602−3.4% | Reduced |
| Integrated Advisors Network LLC | 16,999 | $2.21M | 0.15% | −2,962−14.8% | Reduced |
| Checchi Capital Advisers, LLC | 17,004 | $2.21M | 0.24% | +385+2.3% | Added |
| Harvey Capital Management Inc | 17,050 | $2.21M | 0.96% | +400+2.4% | Added |
| Equitable Holdings, Inc. | 17,044 | $2.21M | 0.04% | +2,342+15.9% | Added |
| Commerzbank Aktiengesellschaft | 17,058 | $2.21M | 0.16% | +4,475+35.6% | Added |
| We Are One Seven, LLC | 17,094 | $2.22M | 0.21% | +1,142+7.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,136 | $2.22M | 0.27% | −10,400−37.8% | Reduced |
| Occidental Asset Management, LLC | 17,156 | $2.23M | 0.67% | +728+4.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,164 | $2.23M | 1.55% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 17,169 | $2.23M | 0.60% | +97+0.6% | Added |
| JCIC Asset Management Inc. | 15,669 | $2.23M | 1.03% | −1,100−6.6% | Reduced |
| West Branch Capital LLC | 17,218 | $2.23M | 1.39% | +322+1.9% | Added |
| Kinloch Capital, LLC | 17,247 | $2.24M | 1.48% | +704+4.3% | Added |
| Miller Investment Management, LP | 17,269 | $2.24M | 0.47% | −60.0% | Reduced |
| Dynamic Advisor Solutions LLC | 17,288 | $2.24M | 0.17% | +1,279+8.0% | Added |
| Wambolt & Associates, LLC | 17,300 | $2.24M | 0.95% | −322−1.8% | Reduced |
| Johnson Financial Group, Inc. | 15,956 | $2.25M | 0.21% | +3,612+29.3% | Added |
| Northstar Group, Inc. | 17,372 | $2.25M | 0.68% | +77+0.4% | Added |
| Convergence Investment Partners, LLC | 17,378 | $2.25M | 1.47% | −788−4.3% | Reduced |
| Citizens Financial Group Inc | 17,401 | $2.26M | 0.10% | +29+0.2% | Added |
| Trustcore Financial Services, LLC | 17,411 | $2.26M | 0.21% | −652−3.6% | Reduced |
| Archford Capital Strategies, LLC | 17,465 | $2.27M | 0.58% | +205+1.2% | Added |
| Eads & Heald Wealth Management | 17,493 | $2.27M | 1.29% | +342+2.0% | Added |
| Sumitomo Life Insurance Co | 17,502 | $2.27M | 0.10% | −2,193−11.1% | Reduced |
| Roberts Glore & Co Inc | 17,506 | $2.27M | 0.81% | −425−2.4% | Reduced |
| Mitchell Sinkler & Starr | 17,546 | $2.28M | 0.88% | −80.0% | Reduced |
| J. W. Coons Advisors, LLC | 17,581 | $2.28M | 0.86% | +500+2.9% | Added |
| Vickerman Investment Advisors, Inc. | 17,582 | $2.28M | 1.10% | +2,617+17.5% | Added |
| Pacer Advisors, Inc. | 17,595 | $2.28M | 0.02% | −60,569−77.5% | Reduced |
| Motley Fool Wealth Management, LLC | 17,710 | $2.30M | 0.15% | +410+2.4% | Added |
| Cumberland Partners Ltd | 17,749 | $2.30M | 0.24% | −175−1.0% | Reduced |
| Geneva Capital Management LLC | 17,757 | $2.30M | 0.05% | −60.0% | Reduced |
| Harbor Investment Advisory, LLC | 17,755 | $2.30M | 0.38% | +286+1.6% | Added |
| Wills Financial Group, Inc. | 17,762 | $2.30M | 1.28% | −7,380−29.4% | Reduced |
| Summit X, LLC | 17,787 | $2.31M | 0.68% | +328+1.9% | Added |
| K.J. Harrison & Partners Inc | 17,275 | $2.31M | 0.82% | +9,081+110.8% | Added |
| Cigna Investments Inc | 17,924 | $2.32M | 0.52% | −845−4.5% | Reduced |
| Diligent Investors, LLC | 17,917 | $2.32M | 0.83% | +20.0% | Added |
| Sompo Asset Management Co., Ltd. | 17,920 | $2.32M | 0.59% | +230+1.3% | Added |
| Flagship Harbor Advisors, LLC | 17,935 | $2.33M | 0.27% | −848−4.5% | Reduced |
| Fairfield, Bush & Co. | 17,962 | $2.33M | 1.65% | −755−4.0% | Reduced |
| Comgest Global Investors S.A.S. | 18,015 | $2.34M | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 18,031 | $2.34M | 0.34% | +121+0.7% | Added |
| AIMZ Investment Advisors, LLC | 18,047 | $2.34M | 1.18% | −174−1.0% | Reduced |
| Karp Capital Management Corp | 18,080 | $2.35M | 0.48% | +18,080 | New |
| Mendel Capital Management LLC | 18,105 | $2.35M | 2.76% | +511+2.9% | Added |
| Beacon Financial Group | 17,838 | $2.36M | 0.37% | −167−0.9% | Reduced |
| Summit Asset Management, LLC | 18,215 | $2.36M | 0.76% | −345−1.9% | Reduced |