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 |
|---|---|---|---|---|---|
| Fundamentun, LLC | 35,988 | $4.67M | 0.94% | −3,275−8.3% | Reduced |
| Hightower 6M Holding, LLC | 36,011 | $4.67M | 0.42% | −699−1.9% | Reduced |
| Investment Advisory Services Inc | 36,075 | $4.68M | 2.80% | +299+0.8% | Added |
| Csenge Advisory Group | 36,085 | $4.68M | 0.39% | +1,104+3.2% | Added |
| Everence Capital Management Inc | 36,160 | $4.69M | 0.43% | +2,710+8.1% | Added |
| Wedbush Securities Inc | 38,735 | $4.69M | 0.26% | +320+0.8% | Added |
| Hixon Zuercher, LLC | 36,205 | $4.70M | 3.00% | +3,459+10.6% | Added |
| Canal Capital Management, LLC | 36,212 | $4.70M | 1.37% | +3,993+12.4% | Added |
| Buckingham Strategic Wealth, LLC | 36,286 | $4.71M | 0.10% | −721−1.9% | Reduced |
| Gifford Fong Associates | 36,400 | $4.72M | 1.17% | 00.0% | Unchanged |
| Little House Capital LLC | 36,477 | $4.73M | 2.52% | +4,998+15.9% | Added |
| Cornerstone Wealth Management, LLC | 36,801 | $4.77M | 0.53% | +1,761+5.0% | Added |
| Balasa Dinverno & Foltz LLC | 36,818 | $4.78M | 0.30% | +4,373+13.5% | Added |
| King Wealth | 36,851 | $4.78M | 1.21% | −894−2.4% | Reduced |
| Leuthold Group, LLC | 36,923 | $4.79M | 0.72% | −495−1.3% | Reduced |
| Opus Investment Management Inc | 37,000 | $4.80M | 1.12% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 37,107 | $4.81M | 2.20% | +2,990+8.8% | Added |
| Ameritas Advisory Services, LLC | 37,251 | $4.83M | 0.29% | +6,459+21.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 37,318 | $4.84M | 1.71% | −13,107−26.0% | Reduced |
| Eagle Asset Management Inc | 37,326 | $4.84M | 0.03% | −21,793−36.9% | Reduced |
| Valeo Financial Advisors, LLC | 37,490 | $4.86M | 0.31% | +1,651+4.6% | Added |
| Community Bank & Trust, Waco, Texas | 37,498 | $4.86M | 1.73% | +339+0.9% | Added |
| Pavion Blue Capital, LLC | 37,523 | $4.87M | 3.49% | +90.0% | Added |
| Hourglass Capital, LLC | 37,620 | $4.88M | 1.85% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 37,618 | $4.88M | 0.74% | +3,528+10.3% | Added |
| Advanced Asset Management Advisors Inc | 37,649 | $4.88M | 1.34% | +55+0.1% | Added |
| Strategic Blueprint, LLC | 37,737 | $4.89M | 0.62% | +1,160+3.2% | Added |
| Bridgeway Capital Management, LLC | 37,769 | $4.90M | 0.13% | −29,000−43.4% | Reduced |
| Park Avenue Securities LLC | 38,013 | $4.93M | 0.10% | −430−1.1% | Reduced |
| Family Management Corp | 38,096 | $4.94M | 1.33% | −1,910−4.8% | Reduced |
| Cornerstone Wealth Group, LLC | 38,203 | $4.96M | 1.09% | +1,182+3.2% | Added |
| Fulton Bank, N.A. | 38,368 | $4.98M | 0.30% | +3,280+9.3% | Added |
| Loomis Sayles & Co L P | 38,911 | $5.05M | 0.01% | −139,965−78.2% | Reduced |
| MMBG Investment Advisors Co. | 39,000 | $5.06M | 0.68% | +920+2.4% | Added |
| Resources Investment Advisors, LLC. | 39,255 | $5.09M | 0.19% | +4,769+13.8% | Added |
| JGP Wealth Management, LLC | 39,726 | $5.11M | 1.07% | +2,013+5.3% | Added |
| Worldquant Millennium Advisors LLC | 39,456 | $5.12M | 0.12% | +39,456 | New |
| Nwi Management LP | 40,000 | $5.19M | 1.12% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $5.19M | 0.89% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 40,088 | $5.20M | 0.12% | +9,553+31.3% | Added |
| Trustmark National Bank Trust Department | 40,206 | $5.21M | 0.50% | −592−1.5% | Reduced |
| Parallel Advisors, LLC | 40,235 | $5.22M | 0.24% | +7,122+21.5% | Added |
| Cohen Klingenstein LLC | 40,300 | $5.23M | 0.28% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 40,465 | $5.25M | 5.51% | −46−0.1% | Reduced |
| SFMG, LLC | 40,101 | $5.26M | 0.61% | +527+1.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 40,687 | $5.28M | 0.03% | +22,669+125.8% | Added |
| Greenleaf Trust | 40,732 | $5.28M | 0.08% | +5,787+16.6% | Added |
| Walker Asset Management, LLC | 40,881 | $5.30M | 4.77% | +17,101+71.9% | Added |
| Veriti Management LLC | 40,991 | $5.32M | 0.78% | +148+0.4% | Added |
| Fragasso Group Inc. | 41,245 | $5.35M | 0.76% | +2,563+6.6% | Added |
| Stock Yards Bank & Trust Co | 41,310 | $5.36M | 0.23% | −2,728−6.2% | Reduced |
| Laurel Wealth Advisors LLC | 41,465 | $5.38M | 1.37% | +293+0.7% | Added |
| JB Capital LLC | 41,474 | $5.38M | 0.59% | +30,756+287.0% | Added |
| TD Private Client Wealth LLC | 41,733 | $5.41M | 0.28% | −413−1.0% | Reduced |
| Buck Wealth Strategies, LLC | 33,897 | $5.42M | 2.54% | +33,897 | New |
| Shell Asset Management Co | 42,155 | $5.47M | 0.21% | −11,506−21.4% | Reduced |
| Addenda Capital Inc. | 42,449 | $5.51M | 0.25% | +42,449 | New |
| Weik Capital Management | 42,515 | $5.51M | 2.75% | −1,025−2.4% | Reduced |
| Woodstock Corp | 42,532 | $5.52M | 0.82% | +480+1.1% | Added |
| Iyo Bank, Ltd. | 42,540 | $5.52M | 2.96% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 42,627 | $5.53M | 2.60% | +39+0.1% | Added |
| Covington Investment Advisors Inc. | 42,644 | $5.53M | 1.43% | +1,415+3.4% | Added |
| Goelzer Investment Management, Inc. | 42,689 | $5.54M | 0.55% | +4,506+11.8% | Added |
| TownSquare Capital, LLC | 42,755 | $5.54M | 0.16% | +2,385+5.9% | Added |
| Pinnacle Financial Partners Inc | 42,955 | $5.57M | 0.20% | +2,017+4.9% | Added |
| J. Goldman & Co LP | 42,967 | $5.57M | 0.42% | +42,967 | New |
| Strategic Wealth Advisors Group, LLC | 43,122 | $5.59M | 0.24% | −2,488−5.5% | Reduced |
| Rafferty Asset Management, LLC | 43,207 | $5.60M | 0.06% | +40,882+1,758.4% | Added |
| Terry L. Blaker | 43,264 | $5.61M | 0.56% | −12,380−22.2% | Reduced |
| Allworth Financial LP | 43,300 | $5.62M | 0.07% | +3,176+7.9% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 42,684 | $5.64M | 0.47% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 43,793 | $5.68M | 0.43% | +10,349+30.9% | Added |
| Wetherby Asset Management Inc | 44,029 | $5.71M | 0.40% | +3,552+8.8% | Added |
| Graypoint LLC | 44,213 | $5.73M | 0.74% | +1,151+2.7% | Added |
| Roundview Capital LLC | 44,218 | $5.74M | 0.72% | −6,730−13.2% | Reduced |
| Signaturefd, LLC | 44,217 | $5.74M | 0.20% | +5,564+14.4% | Added |
| First Interstate Bank | 44,365 | $5.75M | 0.46% | +1,117+2.6% | Added |
| Bank of the West | 44,431 | $5.76M | 0.75% | −238−0.5% | Reduced |
| Sitrin Capital Management LLC | 44,450 | $5.76M | 3.79% | +1,197+2.8% | Added |
| United Fire Group Inc | 44,500 | $5.77M | 3.86% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 44,512 | $5.77M | 0.14% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 44,616 | $5.79M | 1.53% | +13,309+42.5% | Added |
| Ameliora Wealth Management Ltd. | 44,128 | $5.81M | 3.15% | +3,197+7.8% | Added |
| Thompson Siegel & Walmsley LLC | 44,878 | $5.82M | 0.10% | −1,525−3.3% | Reduced |
| Andesa Financial Management Inc. | 44,875 | $5.83M | 2.04% | +22,861+103.8% | Added |
| Caldwell Trust Co | 44,964 | $5.83M | 0.87% | +445+1.0% | Added |
| Veritable, L.P. | 45,054 | $5.84M | 0.11% | +2,053+4.8% | Added |
| WoodTrust Financial Corp | 45,222 | $5.87M | 1.32% | −23,623−34.3% | Reduced |
| Associated Banc-Corp | 45,266 | $5.87M | 0.27% | +449+1.0% | Added |
| Northwest Bancshares, Inc. | 45,317 | $5.88M | 1.37% | +803+1.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 45,380 | $5.89M | 0.98% | +1,167+2.6% | Added |
| Whittier Trust Co of Nevada Inc | 45,398 | $5.89M | 0.25% | +42+0.1% | Added |
| Bradley Foster & Sargent Inc | 45,404 | $5.89M | 0.16% | −1,891−4.0% | Reduced |
| Jacobi Capital Management LLC | 45,682 | $5.92M | 0.81% | +398+0.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 45,829 | $5.94M | 1.84% | −5,063−9.9% | Reduced |
| Chemung Canal Trust Co | 45,935 | $5.96M | 1.49% | −62−0.1% | Reduced |
| Boston Partners | 45,997 | $5.97M | 0.01% | +336+0.7% | Added |
| Carret Asset Management, LLC | 46,273 | $6.00M | 0.90% | −239−0.5% | Reduced |
| Gofen & Glossberg LLC | 46,299 | $6.00M | 0.17% | +290+0.6% | Added |
| Boston Research & Management Inc | 46,496 | $6.03M | 2.05% | +330+0.7% | Added |