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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 22,194 | $2.90M | 0.09% | −150−0.7% | Reduced |
| Capstone Triton Financial Group, LLC | 22,352 | $2.90M | 2.48% | +320+1.5% | Added |
| Independent Financial Group, LLC | 22,429 | $2.91M | 0.26% | −114−0.5% | Reduced |
| 180 Wealth Advisors, LLC | 22,515 | $2.92M | 0.80% | +223+1.0% | Added |
| Bradley Mark J. | 22,736 | $2.95M | 2.73% | −65−0.3% | Reduced |
| Herold Advisors, Inc. | 22,743 | $2.95M | 1.43% | +10.0% | Added |
| M Holdings Securities, Inc. | 22,774 | $2.95M | 0.33% | −276−1.2% | Reduced |
| Hyman Charles D | 22,817 | $2.96M | 0.23% | +19+0.1% | Added |
| Private Advisory Group LLC | 22,901 | $2.97M | 0.68% | +22,901 | New |
| Resources Management Corp | 22,994 | $2.98M | 0.51% | −5,421−19.1% | Reduced |
| Mitchell Capital Management Co | 23,031 | $2.99M | 0.85% | −9,870−30.0% | Reduced |
| Family Legacy, Inc. | 23,027 | $2.99M | 1.50% | +187+0.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 23,031 | $2.99M | 0.16% | +5,515+31.5% | Added |
| BerganKDV Wealth Management, LLC | 23,088 | $2.99M | 0.36% | +1,275+5.8% | Added |
| Steel Peak Wealth Management LLC | 23,119 | $3.00M | 0.23% | +2,650+12.9% | Added |
| Ingalls & Snyder LLC | 23,125 | $3.00M | 0.17% | +50.0% | Added |
| Claret Asset Management Corp | 23,180 | $3.01M | 0.71% | +29+0.1% | Added |
| Lincluden Management Ltd | 23,190 | $3.01M | 0.38% | −535−2.3% | Reduced |
| Deseret Mutual Benefit Administrators | 23,202 | $3.01M | 0.85% | −4,238−15.4% | Reduced |
| Means Investment Co., Inc. | 23,238 | $3.01M | 0.65% | +2,161+10.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,247 | $3.02M | 2.34% | +370+1.6% | Added |
| Summit Global Investments | 23,388 | $3.03M | 0.28% | −95,305−80.3% | Reduced |
| Cullen Capital Management LLC | 23,518 | $3.05M | 0.03% | +206+0.9% | Added |
| Northwest Investment Counselors, LLC | 23,515 | $3.05M | 1.00% | +697+3.1% | Added |
| Wealthcare Advisory Partners LLC | 23,539 | $3.05M | 0.17% | +3,307+16.3% | Added |
| Tokio Marine Asset Management Co Ltd | 23,579 | $3.06M | 0.26% | +684+3.0% | Added |
| HM Capital Management, LLC | 23,628 | $3.06M | 1.83% | +30+0.1% | Added |
| FourThought Financial, LLC | 23,637 | $3.07M | 0.45% | +1,347+6.0% | Added |
| Paradigm Financial Partners, LLC | 23,427 | $3.08M | 0.96% | +224+1.0% | Added |
| SlateStone Wealth, LLC | 23,810 | $3.09M | 0.82% | +642+2.8% | Added |
| Beecher Investors Inc | 23,825 | $3.09M | 5.08% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 23,867 | $3.10M | 0.69% | +1,020+4.5% | Added |
| Berger Financial Group, Inc | 23,873 | $3.10M | 0.45% | +19,615+460.7% | Added |
| Adell Harriman & Carpenter Inc | 23,900 | $3.10M | 0.38% | −3,275−12.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 23,902 | $3.10M | 0.52% | −522−2.1% | Reduced |
| BFSG, LLC | 23,941 | $3.10M | 0.66% | −475−1.9% | Reduced |
| Robbins Farley LLC | 23,968 | $3.11M | 2.55% | −2,252−8.6% | Reduced |
| Belpointe Asset Management LLC | 23,992 | $3.11M | 0.21% | −9,334−28.0% | Reduced |
| Woodmont Investment Counsel LLC | 24,002 | $3.11M | 0.39% | −305−1.3% | Reduced |
| Mather Group, LLC. | 24,017 | $3.12M | 0.07% | +5,183+27.5% | Added |
| Hutner Capital Management Inc | 24,086 | $3.12M | 2.18% | −218−0.9% | Reduced |
| Ballentine Partners, LLC | 24,091 | $3.13M | 0.11% | +2,978+14.1% | Added |
| Guardian Investment Management | 24,165 | $3.13M | 3.21% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 24,210 | $3.14M | 1.97% | +60.0% | Added |
| Nomura Holdings Inc | 24,510 | $3.15M | 0.03% | −6,154−20.1% | Reduced |
| Cloverfields Capital Group, LP | 24,336 | $3.16M | 1.07% | −372−1.5% | Reduced |
| Apollon Wealth Management, LLC | 24,502 | $3.18M | 0.26% | +328+1.4% | Added |
| SevenBridge Financial Group, LLC | 24,519 | $3.18M | 1.08% | −187−0.8% | Reduced |
| First Citizens Bank & Trust Co | 24,555 | $3.19M | 0.10% | +7,743+46.1% | Added |
| Keene & Associates, Inc. | 24,685 | $3.20M | 2.94% | +499+2.1% | Added |
| Moloney Securities Asset Management, LLC | 24,703 | $3.20M | 0.78% | −155−0.6% | Reduced |
| Texas Yale Capital Corp. | 24,850 | $3.22M | 0.21% | +13+0.1% | Added |
| Wade G W & Inc | 24,879 | $3.23M | 0.16% | +1,884+8.2% | Added |
| Pensionmark Financial Group, LLC | 24,889 | $3.23M | 0.77% | +234+0.9% | Added |
| AMG National Trust Bank | 25,050 | $3.25M | 0.12% | +4,026+19.1% | Added |
| HBK Sorce Advisory LLC | 25,091 | $3.25M | 0.22% | +5,506+28.1% | Added |
| All Terrain Financial Advisors, LLC | 25,094 | $3.25M | 1.75% | +237+1.0% | Added |
| Money Concepts Capital Corp | 25,236 | $3.27M | 0.19% | +15,967+172.3% | Added |
| EP Wealth Advisors, LLC | 25,374 | $3.29M | 0.07% | −3,536−12.2% | Reduced |
| Freestone Capital Holdings, LLC | 25,446 | $3.30M | 0.15% | −1,607−5.9% | Reduced |
| Corient Capital Partners, LLC | 27,151 | $3.30M | 0.25% | 00.0% | Unchanged |
| Arrow Financial Corp | 25,462 | $3.30M | 0.48% | −108−0.4% | Reduced |
| Meridian Wealth Management, LLC | 25,468 | $3.30M | 0.36% | +3,356+15.2% | Added |
| Waldron Private Wealth LLC | 25,507 | $3.31M | 0.21% | +1,503+6.3% | Added |
| Diversified Investment Strategies, LLC | 25,560 | $3.31M | 2.73% | +70+0.3% | Added |
| NovaPoint Capital, LLC | 25,599 | $3.32M | 1.51% | −348−1.3% | Reduced |
| Desjardins Global Asset Management Inc. | 25,612 | $3.32M | 0.42% | +258+1.0% | Added |
| Lincoln National Corp | 25,674 | $3.33M | 0.08% | +536+2.1% | Added |
| Transamerica Financial Advisors, Inc. | 25,677 | $3.33M | 0.49% | +8,718+51.4% | Added |
| Profund Advisors LLC | 25,704 | $3.33M | 0.24% | +45+0.2% | Added |
| ICA Group Wealth Management, LLC | 25,722 | $3.34M | 0.71% | +1,948+8.2% | Added |
| Radnor Capital Management, LLC | 25,850 | $3.35M | 0.97% | +300+1.2% | Added |
| Pathstone Family Office, LLC | 25,081 | $3.36M | 0.06% | +3,094+14.1% | Added |
| Harrell Investment Partners, LLC | 25,977 | $3.37M | 1.41% | +1,063+4.3% | Added |
| Clearstead Advisors, LLC | 26,037 | $3.38M | 0.31% | −550−2.1% | Reduced |
| LaFleur & Godfrey LLC | 26,045 | $3.38M | 0.60% | +1,470+6.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 26,169 | $3.39M | 0.22% | −4,152−13.7% | Reduced |
| Blue Fin Capital, Inc. | 26,246 | $3.40M | 1.29% | −386−1.4% | Reduced |
| Financial Advisory Partners, LLC | 26,382 | $3.42M | 1.49% | +91+0.3% | Added |
| Bank of Hawaii | 26,448 | $3.43M | 0.23% | −322−1.2% | Reduced |
| Choate Investment Advisors | 26,475 | $3.43M | 0.23% | +2,500+10.4% | Added |
| Ameritas Investment Partners, Inc. | 26,559 | $3.44M | 0.15% | +620+2.4% | Added |
| Quest Investment Management LLC | 26,580 | $3.45M | 0.43% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 26,600 | $3.45M | 1.62% | −4,757−15.2% | Reduced |
| Gamco Investors, Inc. Et Al | 26,668 | $3.46M | 0.04% | −1,006−3.6% | Reduced |
| Silvant Capital Management LLC | 26,753 | $3.47M | 0.24% | −239−0.9% | Reduced |
| Aaron Wealth Advisors | 26,755 | $3.47M | 0.64% | +7,648+40.0% | Added |
| Evercore Wealth Management, LLC | 26,760 | $3.47M | 0.08% | +117+0.4% | Added |
| Ar Asset Management Inc | 26,800 | $3.48M | 1.04% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 26,857 | $3.48M | 0.28% | −70.0% | Reduced |
| Comerica Securities,inc. | 26,855 | $3.48M | 0.29% | +507+1.9% | Added |
| Trust Co of Vermont | 26,878 | $3.49M | 0.28% | +3,883+16.9% | Added |
| Cordatus Wealth Management LLC | 26,895 | $3.49M | 3.68% | +547+2.1% | Added |
| Silvercrest Asset Management Group LLC | 26,911 | $3.49M | 0.03% | −750−2.7% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $3.52M | 2.77% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 27,126 | $3.52M | 2.34% | +305+1.1% | Added |
| Horan Capital Advisors, LLC. | 27,126 | $3.52M | 1.70% | +561+2.1% | Added |
| IFP Advisors, Inc | 47,424 | $3.52M | 0.10% | +3,775+8.6% | Added |
| Reuter James Wealth Management, LLC | 27,156 | $3.52M | 2.41% | −20.0% | Reduced |
| Institutional & Family Asset Management, LLC | 27,162 | $3.52M | 0.63% | +622+2.3% | Added |