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; 4,425 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
- 2,609
- +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
- 1,127 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Worth Asset Management, LLC | 592 | $76.0K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 604 | $78.0K | 0.03% | +1+0.2% | Added |
| PYA Waltman Capital, LLC | 599 | $78.0K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 628 | $81.0K | 0.06% | +26+4.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 641 | $83.0K | 0.06% | −98−13.3% | Reduced |
| United Community Bank | 654 | $84.8K | 0.09% | +230+54.2% | Added |
| Vestor Capital, LLC | 665 | $86.0K | 0.01% | +665 | New |
| Canton Hathaway, LLC | 672 | $87.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 687 | $89.0K | 0.00% | 00.0% | Unchanged |
| Selway Asset Management | 696 | $90.0K | 0.05% | +696 | New |
| Baldwin Brothers Inc | 713 | $93.0K | 0.01% | −850−54.4% | Reduced |
| Semmax Financial Advisors Inc. | 663 | $94.0K | 0.04% | +2+0.3% | Added |
| Fairfield Financial Advisors, LTD | 729 | $94.6K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 735 | $95.0K | 0.03% | +2+0.3% | Added |
| West Bancorporation Inc | 742 | $96.0K | 0.07% | −1,926−72.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 740 | $96.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 740 | $96.0K | 0.07% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 750 | $97.0K | 0.11% | −755−50.2% | Reduced |
| Kozak & Associates, Inc. | 747 | $99.0K | 0.06% | −616−45.2% | Reduced |
| Garde Capital, Inc. | 774 | $100.0K | 0.01% | +774 | New |
| Laurel Wealth Planning LLC | 782 | $101.0K | 0.07% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 776 | $101.0K | 0.02% | +3+0.4% | Added |
| Cranbrook Wealth Management, LLC | 791 | $103.0K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 806 | $105.0K | 0.09% | 00.0% | Unchanged |
| Accel Wealth Management | 801 | $107.0K | 0.06% | −148−15.6% | Reduced |
| Bourgeon Capital Management LLC | 838 | $109.0K | 0.03% | +300+55.8% | Added |
| WFA Asset Management Corp | 846 | $109.7K | 0.08% | +4+0.5% | Added |
| Avion Wealth | 852 | $111.0K | 0.03% | +15+1.8% | Added |
| Miller Wealth Advisors, LLC | 942 | $115.0K | 0.09% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 900 | $116.7K | 0.20% | +300+50.0% | Added |
| Howe & Rusling Inc | 903 | $117.0K | 0.02% | +73+8.8% | Added |
| Seldon Capital LP | 918 | $119.0K | 0.08% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 928 | $120.0K | 0.11% | +5+0.5% | Added |
| Dakota Community Bank & Trust NA | 952 | $123.0K | 0.85% | +952 | New |
| Pacific Center for Financial Services | 955 | $124.0K | 0.05% | −6−0.6% | Reduced |
| Blume Capital Management, Inc. | 958 | $124.0K | 0.05% | +58+6.4% | Added |
| Covestor Ltd | 967 | $125.0K | 0.11% | −70−6.8% | Reduced |
| Schubert & Co | 989 | $128.0K | 0.12% | +105+11.9% | Added |
| Ten Capital Wealth Advisors, LLC | 992 | $129.0K | 0.06% | −8−0.8% | Reduced |
| Core Wealth Advisors, Inc. | 1,006 | $130.0K | 0.08% | +113+12.7% | Added |
| Caption Management, LLC | 1,000 | $130.0K | 0.02% | +1,000 | New |
| O'Dell Group, LLC | 1,100 | $143.0K | 0.05% | −36−3.2% | Reduced |
| Lansing Street Advisors | 1,108 | $144.0K | 0.11% | +4+0.4% | Added |
| Alpha Paradigm Partners, LLC | 1,123 | $146.0K | 0.06% | −1,220−52.1% | Reduced |
| Column Capital Advisors, LLC | 1,135 | $147.0K | 0.03% | +210+22.7% | Added |
| Evolution Advisers, Inc. | 1,149 | $149.0K | 0.13% | +1+0.1% | Added |
| Tyler-Stone Wealth Management | 1,148 | $149.0K | 0.11% | +90+8.5% | Added |
| Standard Family Office LLC | 1,160 | $150.0K | 0.07% | +1,160 | New |
| Twin Lakes Capital Management, LLC | 1,166 | $151.0K | 0.12% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,174 | $152.0K | 0.18% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,200 | $156.0K | 0.16% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,243 | $161.0K | 0.04% | +203+19.5% | Added |
| TSFG, LLC | 1,295 | $168.0K | 0.08% | −74−5.4% | Reduced |
| Atlantic Trust, LLC | 1,364 | $177.0K | 0.06% | +1,131+485.4% | Added |
| Acima Private Wealth, LLC | 1,372 | $177.9K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,389 | $180.0K | 0.03% | −661−32.2% | Reduced |
| Bogart Wealth, LLC | 1,389 | $180.0K | 0.02% | +54+4.0% | Added |
| Key Financial Inc | 1,403 | $182.0K | 0.09% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,403 | $182.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,408 | $183.0K | 0.02% | −1,538−52.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,454 | $189.0K | 0.05% | −726−33.3% | Reduced |
| Emfo, LLC | 1,466 | $190.0K | 0.18% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,493 | $193.0K | 0.20% | +418+38.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $195.0K | 0.03% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,543 | $200.0K | 0.06% | −1,035−40.1% | Reduced |
| Lafayette Investments, Inc. | 1,539 | $200.0K | 0.06% | +1,539 | New |
| Collaborative Wealth Managment Inc. | 1,545 | $200.0K | 0.14% | +1,545 | New |
| Paragon Financial Partners, Inc. | 1,542 | $200.0K | 0.22% | +1,542 | New |
| Broderick Brian C | 1,550 | $201.0K | 0.06% | +1,550 | New |
| Round Rock Advisors, LLC | 1,553 | $201.0K | 0.09% | +1,553 | New |
| Huber Capital Management LLC | 1,555 | $202.0K | 0.06% | −3,700−70.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 1,560 | $202.0K | 0.05% | +1,560 | New |
| EdgeRock Capital LLC | 1,559 | $202.0K | 0.12% | +1,559 | New |
| Tandem Investment Advisors, Inc. | 1,567 | $203.0K | 0.01% | −133−7.8% | Reduced |
| Parkside Advisors LLC | 1,563 | $203.0K | 0.08% | +1,563 | New |
| Firestone Capital Management | 1,562 | $203.0K | 0.08% | +1,562 | New |
| Navellier & Associates Inc | 1,572 | $204.0K | 0.05% | −200−11.3% | Reduced |
| Financial Perspectives, Inc | 1,577 | $204.5K | 0.11% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,579 | $205.0K | 0.24% | −200−11.2% | Reduced |
| Quantum Financial Advisors, LLC | 1,581 | $205.0K | 0.09% | +4+0.3% | Added |
| Knightsbridge Asset Management, LLC | 1,577 | $205.0K | 0.04% | +1,577 | New |
| Gateway Advisory, LLC | 1,578 | $205.0K | 0.05% | +1,578 | New |
| Barry Investment Advisors, LLC | 1,583 | $205.0K | 0.07% | +1,583 | New |
| ETF Store, Inc. | 1,581 | $205.0K | 0.18% | +1,581 | New |
| Ellevest, Inc. | 1,592 | $206.0K | 0.02% | +7+0.4% | Added |
| Oberweis Asset Management Inc | 1,585 | $206.0K | 0.05% | +1,585 | New |
| ForthRight Wealth Management, LLC | 1,587 | $206.0K | 0.12% | +1,587 | New |
| Evolution Wealth Advisors, LLC | 1,595 | $207.0K | 0.06% | −205−11.4% | Reduced |
| Silicon Hills Wealth Management, LLC | 1,597 | $207.0K | 0.16% | +1,597 | New |
| Bridge Advisory, LLC | 1,598 | $207.0K | 0.10% | +1,598 | New |
| Mayflower Financial Advisors, LLC | 1,601 | $208.0K | 0.03% | −651−28.9% | Reduced |
| Applied Capital LLC | 1,607 | $208.0K | 0.14% | −156−8.8% | Reduced |
| Birchcreek Wealth Management, LLC | 1,607 | $208.0K | 0.19% | −56−3.4% | Reduced |
| Clean Yield Group | 1,600 | $208.0K | 0.10% | +50+3.2% | Added |
| Avenir Corp | 1,607 | $208.0K | 0.02% | +1,607 | New |
| Mark Sheptoff Financial Planning, LLC | 1,612 | $209.0K | 0.13% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,615 | $209.0K | 0.22% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,613 | $209.0K | 0.11% | +1,613 | New |
| Blue Bell Private Wealth Management, LLC | 1,621 | $210.0K | 0.08% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,616 | $210.0K | 0.06% | +1,616 | New |