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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 27,167 | $3.52M | 0.90% | +932+3.6% | Added |
| Diversified Trust Co | 27,212 | $3.53M | 0.16% | −1,729−6.0% | Reduced |
| Sawtooth Solutions, LLC | 27,216 | $3.53M | 0.51% | +4,239+18.4% | Added |
| Asset Dedication, LLC | 27,207 | $3.54M | 0.39% | +27,207 | New |
| Inscription Capital, LLC | 27,637 | $3.58M | 1.01% | −2,951−9.6% | Reduced |
| Capital City Trust Co | 27,774 | $3.60M | 1.26% | −207−0.7% | Reduced |
| Somerset Trust Co | 27,796 | $3.60M | 1.68% | +321+1.2% | Added |
| Riggs Asset Managment Co. Inc. | 27,813 | $3.61M | 1.43% | −8,378−23.1% | Reduced |
| Ritholtz Wealth Management | 27,810 | $3.61M | 0.19% | +20,694+290.8% | Added |
| Intact Investment Management Inc. | 27,900 | $3.62M | 0.12% | 00.0% | Unchanged |
| RFG Advisory, LLC | 25,404 | $3.63M | 0.21% | +1,393+5.8% | Added |
| Bridges Investment Management Inc | 27,998 | $3.63M | 0.14% | −525−1.8% | Reduced |
| Windward Capital Management Co | 28,022 | $3.63M | 0.41% | +201+0.7% | Added |
| Arete Wealth Advisors, LLC | 28,165 | $3.65M | 0.36% | +7,323+35.1% | Added |
| Patton Albertson Miller Group, LLC | 28,223 | $3.66M | 0.79% | +1,258+4.7% | Added |
| Jackson Hole Capital Partners, LLC | 28,283 | $3.67M | 1.13% | −170−0.6% | Reduced |
| Proequities, Inc. | 28,287 | $3.67M | 0.35% | −929−3.2% | Reduced |
| Capital Analysts, LLC | 28,303 | $3.67M | 0.25% | +964+3.5% | Added |
| Dividend Assets Capital, LLC | 28,308 | $3.67M | 0.84% | −2,898−9.3% | Reduced |
| KG&L Capital Management,LLC | 28,337 | $3.67M | 2.08% | +2,027+7.7% | Added |
| NBT Bank N A | 28,341 | $3.68M | 0.60% | −217−0.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 28,353 | $3.68M | 0.97% | −345−1.2% | Reduced |
| SignalPoint Asset Management, LLC | 28,366 | $3.68M | 1.40% | −450−1.6% | Reduced |
| Rothschild Investment Corp | 28,374 | $3.68M | 0.36% | −387−1.3% | Reduced |
| RBA Wealth Management, LLC | 28,610 | $3.71M | 2.14% | +592+2.1% | Added |
| Great Valley Advisor Group, Inc. | 28,766 | $3.73M | 0.21% | +400+1.4% | Added |
| Northcape Wealth Management, LLC | 28,772 | $3.73M | 1.33% | +28+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 28,993 | $3.76M | 1.59% | +67+0.2% | Added |
| Journey Advisory Group, LLC | 29,018 | $3.76M | 0.96% | −1,134−3.8% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 28,507 | $3.77M | 0.87% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 29,104 | $3.77M | 0.20% | +10,675+57.9% | Added |
| Annandale Capital, LLC | 29,125 | $3.78M | 1.39% | +10.0% | Added |
| Millennium Capital Advisors, LLC | 29,277 | $3.80M | 4.01% | −683−2.3% | Reduced |
| Laffer Tengler Investments | 29,293 | $3.80M | 1.40% | +1,111+3.9% | Added |
| Vestmark Advisory Solutions, Inc. | 29,398 | $3.81M | 0.21% | +2,491+9.3% | Added |
| YHB Investment Advisors, Inc. | 29,401 | $3.81M | 0.42% | +6,523+28.5% | Added |
| Constitution Capital LLC | 29,404 | $3.81M | 2.55% | −7,475−20.3% | Reduced |
| Legacy Wealth Management, LLC | 29,424 | $3.82M | 2.58% | −3,015−9.3% | Reduced |
| Xcel Wealth Management, LLC | 29,431 | $3.82M | 1.42% | −14,652−33.2% | Reduced |
| Strategy Asset Managers LLC | 29,510 | $3.83M | 1.04% | +2,750+10.3% | Added |
| Amarillo National Bank | 29,569 | $3.83M | 0.89% | +19,340+189.1% | Added |
| Estabrook Capital Management | 29,772 | $3.86M | 0.72% | −61−0.2% | Reduced |
| Mechanics Bank Trust Department | 29,823 | $3.87M | 0.73% | +280+0.9% | Added |
| Verition Fund Management LLC | 29,877 | $3.88M | 0.05% | −71,330−70.5% | Reduced |
| Glen Eagle Advisors, LLC | 29,907 | $3.88M | 1.13% | −4,909−14.1% | Reduced |
| Berkshire Bank | 29,964 | $3.89M | 1.19% | −490−1.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,003 | $3.89M | 0.05% | −250−0.8% | Reduced |
| Red Door Wealth Management, LLC | 30,037 | $3.90M | 1.48% | +287+1.0% | Added |
| Keel Point, LLC | 30,181 | $3.91M | 0.67% | +124+0.4% | Added |
| McGuire Investment Group, LLC | 30,199 | $3.92M | 0.89% | −490−1.6% | Reduced |
| Exeter Financial, LLC | 30,137 | $3.92M | 2.28% | +137+0.5% | Added |
| Regal Investment Advisors LLC | 30,380 | $3.94M | 0.42% | +550+1.8% | Added |
| Acropolis Investment Management, LLC | 30,383 | $3.94M | 0.40% | +548+1.8% | Added |
| Moody National Bank Trust Division | 30,380 | $3.94M | 0.41% | +567+1.9% | Added |
| Field & Main Bank | 30,460 | $3.95M | 2.65% | −170−0.6% | Reduced |
| Proficio Capital Partners LLC | 30,404 | $3.95M | 0.73% | +505+1.7% | Added |
| Hamilton Point Investment Advisors, LLC | 30,477 | $3.95M | 1.20% | +994+3.4% | Added |
| United Capital Management of KS, Inc. | 30,486 | $3.95M | 1.85% | +766+2.6% | Added |
| Venture Visionary Partners LLC | 30,573 | $3.96M | 0.32% | +1,243+4.2% | Added |
| Raab & Moskowitz Asset Management LLC | 30,687 | $3.98M | 1.67% | −269−0.9% | Reduced |
| Wendell David Associates Inc | 30,756 | $3.99M | 0.54% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 30,834 | $4.00M | 3.80% | −227−0.7% | Reduced |
| Washington Trust Advisors, Inc. | 30,941 | $4.01M | 0.38% | +156+0.5% | Added |
| V Wealth Advisors LLC | 31,048 | $4.03M | 0.81% | −3,878−11.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 31,046 | $4.03M | 3.12% | +109+0.4% | Added |
| Koshinski Asset Management, Inc. | 31,237 | $4.05M | 0.48% | +306+1.0% | Added |
| Horrell Capital Management, Inc. | 31,305 | $4.06M | 1.48% | +251+0.8% | Added |
| William Allan, LLC | 31,448 | $4.08M | 3.77% | +593+1.9% | Added |
| Tradewinds, LLC. | 31,787 | $4.12M | 3.00% | −354−1.1% | Reduced |
| Chickasaw Capital Management LLC | 32,242 | $4.18M | 0.21% | −187−0.6% | Reduced |
| Asset Planning Services Inc | 32,540 | $4.22M | 2.96% | −100−0.3% | Reduced |
| Redpoint Investment Management Pty Ltd | 32,767 | $4.25M | 0.63% | −3,690−10.1% | Reduced |
| Jacobs & Co | 32,787 | $4.25M | 0.61% | +1,692+5.4% | Added |
| Baker Chad R | 33,000 | $4.28M | 1.22% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 33,051 | $4.29M | 0.91% | +152+0.5% | Added |
| Meeder Asset Management Inc | 33,071 | $4.29M | 0.25% | +14,579+78.8% | Added |
| Western Wealth Management, LLC | 32,280 | $4.29M | 0.25% | +3,026+10.3% | Added |
| Assetmark, Inc | 33,093 | $4.29M | 0.02% | +14,599+78.9% | Added |
| Capital Investment Advisors, LLC | 33,261 | $4.31M | 0.15% | +397+1.2% | Added |
| Royal Fund Management, LLC | 33,356 | $4.33M | 0.80% | −73−0.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 33,224 | $4.33M | 1.09% | +6,625+24.9% | Added |
| Wesleyan Assurance Society | 33,750 | $4.38M | 0.67% | +500+1.5% | Added |
| Spinnaker Trust | 33,829 | $4.39M | 0.36% | +300+0.9% | Added |
| Ieq Capital, LLC | 33,838 | $4.39M | 0.12% | +18,046+114.3% | Added |
| Perfromance Wealth Partners, LLC | 34,022 | $4.41M | 0.26% | +3,088+10.0% | Added |
| Investment House LLC | 34,242 | $4.44M | 0.41% | +3,225+10.4% | Added |
| Empirical Finance, LLC | 34,308 | $4.45M | 0.53% | +5,608+19.5% | Added |
| J.W. Cole Advisors, Inc. | 34,588 | $4.49M | 0.37% | +2,220+6.9% | Added |
| Balentine LLC | 34,661 | $4.50M | 0.17% | +21,583+165.0% | Added |
| Grassi Investment Management | 34,707 | $4.50M | 0.66% | 00.0% | Unchanged |
| Busey Wealth Management | 34,738 | $4.51M | 0.22% | −44−0.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 34,835 | $4.52M | 3.10% | −32,627−48.4% | Reduced |
| Integrated Wealth Concepts LLC | 34,843 | $4.52M | 0.14% | +2,039+6.2% | Added |
| Change Path, LLC | 34,992 | $4.54M | 0.27% | +6,759+23.9% | Added |
| Scissortail Wealth Management, LLC | 32,309 | $4.55M | 2.36% | +4,489+16.1% | Added |
| Bahl & Gaynor Inc | 35,136 | $4.56M | 0.03% | −375−1.1% | Reduced |
| Baugh & Associates, LLC | 35,158 | $4.56M | 3.23% | +3,838+12.3% | Added |
| Financial & Tax Architects, LLC | 35,633 | $4.62M | 1.73% | +3,044+9.3% | Added |
| Plimoth Trust Co LLC | 35,732 | $4.63M | 1.60% | −217−0.6% | Reduced |
| Alps Advisors Inc | 35,752 | $4.64M | 0.04% | −1,260−3.4% | Reduced |