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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 18,223 | $2.36M | 0.01% | +2,057+12.7% | Added |
| C2C Wealth Management, LLC | 17,625 | $2.37M | 0.46% | −1,215−6.4% | Reduced |
| Altshuler Shaham Ltd | 17,920 | $2.37M | 0.06% | −1,499,346−98.8% | Reduced |
| Delta Financial Advisors LLC | 18,386 | $2.38M | 1.27% | +200+1.1% | Added |
| Moreno Evelyn V | 18,433 | $2.39M | 1.08% | +14,983+434.3% | Added |
| Douglass Winthrop Advisors, LLC | 18,474 | $2.40M | 0.07% | −1,000−5.1% | Reduced |
| Rocky Mountain Advisers, LLC | 18,606 | $2.41M | 3.14% | −69−0.4% | Reduced |
| Waddell & Associates, LLC | 18,617 | $2.42M | 0.47% | −2,443−11.6% | Reduced |
| Wunderlich Capital Managemnt | 18,642 | $2.42M | 1.55% | +469+2.6% | Added |
| Ashton Thomas Private Wealth, LLC | 18,666 | $2.42M | 0.27% | +344+1.9% | Added |
| Brooks, Moore & Associates, Inc. | 18,730 | $2.43M | 1.96% | −35−0.2% | Reduced |
| World Equity Group, Inc. | 18,753 | $2.43M | 0.62% | −968−4.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 18,763 | $2.43M | 1.50% | +226+1.2% | Added |
| Tiedemann Advisors, LLC | 18,831 | $2.44M | 0.15% | −93−0.5% | Reduced |
| Mattern Wealth Management LLC | 18,860 | $2.45M | 0.98% | +451+2.4% | Added |
| Transcend Wealth Collective, LLC | 18,861 | $2.45M | 0.27% | +534+2.9% | Added |
| Rehmann Capital Advisory Group | 18,859 | $2.45M | 0.27% | +484+2.6% | Added |
| Outfitter Financial LLC | 18,870 | $2.45M | 2.40% | −10−0.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,865 | $2.45M | 0.94% | +1,883+11.1% | Added |
| Cantor Fitzgerald, L. P. | 18,906 | $2.45M | 0.05% | −15,256−44.7% | Reduced |
| Forum Financial Management, LP | 18,928 | $2.46M | 0.12% | +1,520+8.7% | Added |
| Procyon Private Wealth Partners, LLC | 18,954 | $2.46M | 0.60% | −2,291−10.8% | Reduced |
| Clarius Group, LLC | 18,962 | $2.46M | 0.25% | −37−0.2% | Reduced |
| Thomasville National Bank | 18,973 | $2.46M | 0.30% | −1,144−5.7% | Reduced |
| Investment Partners, Ltd. | 18,977 | $2.46M | 0.73% | +9,463+99.5% | Added |
| Telemus Capital, LLC | 19,030 | $2.47M | 0.25% | −70.0% | Reduced |
| Hemenway Trust Co LLC | 19,112 | $2.48M | 0.29% | −377−1.9% | Reduced |
| Leelyn Smith, LLC | 19,199 | $2.49M | 0.86% | −25,737−57.3% | Reduced |
| Bank Ozk | 19,315 | $2.50M | 1.36% | −730−3.6% | Reduced |
| Slow Capital, Inc. | 19,311 | $2.50M | 0.54% | −272−1.4% | Reduced |
| Benjamin Edwards Inc | 19,339 | $2.51M | 0.75% | −970−4.8% | Reduced |
| Twin Capital Management Inc | 19,362 | $2.51M | 0.34% | −139−0.7% | Reduced |
| Burleson & Company, LLC | 19,427 | $2.52M | 0.55% | +1,041+5.7% | Added |
| Telos Capital Management, Inc. | 19,447 | $2.52M | 0.42% | +249+1.3% | Added |
| HAP Trading, LLC | 19,616 | $2.54M | 0.33% | −1,670−7.8% | Reduced |
| Richelieu Gestion PLC | 19,650 | $2.55M | 3.04% | −4,794−19.6% | Reduced |
| Garner Asset Management Corp | 19,662 | $2.55M | 1.36% | −2,327−10.6% | Reduced |
| Bensler, LLC | 19,764 | $2.56M | 0.61% | +154+0.8% | Added |
| Silverleafe Capital Partners, LLC | 19,797 | $2.57M | 1.64% | +33+0.2% | Added |
| Colonial Trust Co | 19,901 | $2.58M | 0.82% | +19,901 | New |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.59M | 0.71% | 00.0% | Unchanged |
| Citizens Business Bank | 20,115 | $2.61M | 0.64% | −3,043−13.1% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.61M | 2.97% | 00.0% | Unchanged |
| HNP Capital LLC | 20,137 | $2.61M | 0.75% | −125−0.6% | Reduced |
| Financial Advisory Service, Inc. | 20,158 | $2.62M | 0.29% | +1,990+11.0% | Added |
| Meritage Portfolio Management | 20,160 | $2.62M | 0.22% | +5,253+35.2% | Added |
| Rossmore Private Capital | 20,175 | $2.62M | 0.47% | +231+1.2% | Added |
| Advocate Group LLC | 20,195 | $2.62M | 0.65% | −424−2.1% | Reduced |
| Old Second National Bank of Aurora | 20,305 | $2.63M | 0.81% | −797−3.8% | Reduced |
| Moneta Group Investment Advisors LLC | 20,355 | $2.64M | 0.10% | −1,145−5.3% | Reduced |
| Vectors Research Management, LLC | 20,398 | $2.65M | 0.75% | −150−0.7% | Reduced |
| Vident Investment Advisory, LLC | 24,447 | $2.65M | 0.09% | −9,208−27.4% | Reduced |
| Meridian Investment Counsel Inc. | 20,412 | $2.65M | 1.18% | +167+0.8% | Added |
| Laurel Wealth Advisors, Inc. | 20,482 | $2.66M | 0.28% | +649+3.3% | Added |
| Symmetry Partners, LLC | 20,657 | $2.68M | 0.18% | −1,212−5.5% | Reduced |
| Snider Financial Group | 19,978 | $2.68M | 1.46% | +309+1.6% | Added |
| Hudson Capital Management LLC | 20,691 | $2.68M | 1.34% | +607+3.0% | Added |
| Benedict Financial Advisors Inc | 20,712 | $2.69M | 0.86% | −212−1.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 20,751 | $2.69M | 0.43% | −724−3.4% | Reduced |
| Confluence Wealth Services, Inc. | 20,793 | $2.70M | 1.14% | −6,780−24.6% | Reduced |
| BDO Wealth Advisors, LLC | 20,882 | $2.71M | 0.36% | +299+1.5% | Added |
| Girard Partners Ltd. | 20,898 | $2.71M | 0.36% | +938+4.7% | Added |
| Stokes Family Office, LLC | 20,927 | $2.71M | 0.39% | +3,471+19.9% | Added |
| Madden Securities Corp | 20,966 | $2.72M | 1.64% | −3,685−14.9% | Reduced |
| Two Sigma Securities, LLC | 20,964 | $2.72M | 0.39% | +16,456+365.0% | Added |
| Savant Capital, LLC | 20,972 | $2.72M | 0.08% | −89−0.4% | Reduced |
| Capital Asset Advisory Services LLC | 21,008 | $2.73M | 0.35% | −1,127−5.1% | Reduced |
| Kovack Advisors, Inc. | 21,095 | $2.74M | 0.40% | −531−2.5% | Reduced |
| Hengehold Capital Management LLC | 21,130 | $2.74M | 0.42% | +61+0.3% | Added |
| CFO4Life Group, LLC | 21,187 | $2.75M | 0.73% | −887−4.0% | Reduced |
| Nvest Financial, LLC | 21,261 | $2.76M | 3.90% | −502−2.3% | Reduced |
| Capital Investment Advisory Services, LLC | 21,274 | $2.76M | 0.36% | −740−3.4% | Reduced |
| Pensionfund Sabic | 21,300 | $2.76M | 0.97% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 21,337 | $2.77M | 0.29% | −800−3.6% | Reduced |
| Monument Capital Management | 21,362 | $2.77M | 1.04% | +5,193+32.1% | Added |
| Bridge Creek Capital Management LLC | 21,380 | $2.77M | 1.19% | +422+2.0% | Added |
| Stratos Wealth Advisors, LLC | 21,403 | $2.78M | 0.29% | −3,973−15.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,480 | $2.79M | 0.34% | −21,364−49.9% | Reduced |
| WC Walker & Associates, Inc. | 19,890 | $2.81M | 1.60% | −179−0.9% | Reduced |
| Metis Global Partners, LLC | 21,652 | $2.81M | 0.45% | −119−0.5% | Reduced |
| Birinyi Associates Inc | 21,750 | $2.82M | 1.32% | +250+1.2% | Added |
| Citizens National Bank Trust Department | 21,757 | $2.82M | 0.87% | −175−0.8% | Reduced |
| Aries Wealth Management | 19,932 | $2.84M | 1.26% | +195+1.0% | Added |
| Wealthspire Advisors, LLC | 21,934 | $2.85M | 0.06% | +114+0.5% | Added |
| International Assets Investment Management, LLC | 21,975 | $2.85M | 0.61% | +2,699+14.0% | Added |
| Appleton Partners Inc | 21,988 | $2.85M | 0.29% | +173+0.8% | Added |
| Centerstone Investors, LLC | 22,000 | $2.85M | 4.67% | −3,000−12.0% | Reduced |
| Atlantic Union Bankshares Corp | 22,003 | $2.85M | 0.33% | +307+1.4% | Added |
| CX Institutional | 22,009 | $2.85M | 0.20% | −11,883−35.1% | Reduced |
| TCG Advisory Services, LLC | 22,019 | $2.86M | 0.86% | +4,310+24.3% | Added |
| Palisade Asset Management, LLC | 22,098 | $2.87M | 0.39% | +113+0.5% | Added |
| 1st Source Bank | 22,118 | $2.87M | 0.21% | +377+1.7% | Added |
| High Note Wealth, LLC | 20,409 | $2.87M | 1.15% | +641+3.2% | Added |
| Haverford Trust Co | 22,172 | $2.88M | 0.04% | +2,118+10.6% | Added |
| Gladstone Institutional Advisory LLC | 22,183 | $2.88M | 0.22% | −7,220−24.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 21,831 | $2.88M | 0.76% | +318+1.5% | Added |
| Smith, Moore & Co. | 22,198 | $2.88M | 0.44% | +3,746+20.3% | Added |
| Point72 Hong Kong Ltd | 22,214 | $2.88M | 0.17% | −20,917−48.5% | Reduced |
| Peninsula Asset Management Inc | 22,260 | $2.89M | 1.85% | −80−0.4% | Reduced |
| 55I, LLC | 22,297 | $2.89M | 0.08% | +12,551+128.8% | Added |