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 |
|---|---|---|---|---|---|
| Blodgett Wealth Advisors, LLC | 1,623 | $211.0K | 0.26% | −499−23.5% | Reduced |
| Leisure Capital Management | 1,625 | $211.0K | 0.13% | +1,625 | New |
| Mokosak Advisory Group, LLC | 1,624 | $211.0K | 0.10% | +1,624 | New |
| Pine Haven Investment Counsel, Inc | 1,625 | $211.0K | 0.26% | +1,625 | New |
| Hartline Investment Corp | 1,633 | $212.0K | 0.18% | −115,760−98.6% | Reduced |
| Latitude Advisors, LLC | 1,633 | $212.0K | 0.18% | +1,633 | New |
| Rosenbaum Jay D. | 1,643 | $213.0K | 0.49% | −857−34.3% | Reduced |
| Beacon Financial Advisory LLC | 1,638 | $213.0K | 0.15% | −796−32.7% | Reduced |
| D. Scott Neal, Inc. | 1,645 | $213.0K | 0.09% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,646 | $213.0K | 0.03% | +1,646 | New |
| Arcus Capital Partners, LLC | 1,650 | $214.0K | 0.09% | +6+0.4% | Added |
| Bond & Devick Financial Network, Inc. | 1,647 | $214.0K | 0.18% | 00.0% | Unchanged |
| Windsor Group LTD | 1,676 | $215.0K | 0.05% | −1,130−40.3% | Reduced |
| Redwood Financial Network Corp | 1,660 | $215.0K | 0.25% | −159−8.7% | Reduced |
| Klingenstein Fields & Co LP | 1,661 | $215.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,641 | $215.0K | 0.07% | +1,641 | New |
| Burns J W & Co Inc | 1,666 | $216.0K | 0.04% | +4+0.2% | Added |
| Schrum Private Wealth Management LLC | 1,662 | $216.0K | 0.27% | +2+0.1% | Added |
| Intrepid Financial Planning Group LLC | 1,667 | $216.0K | 0.12% | +1,667 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,630 | $216.0K | 0.18% | +1,630 | New |
| Hamilton Capital, LLC | 1,677 | $217.0K | 0.01% | −617−26.9% | Reduced |
| Vista Wealth Management Group, LLC | 1,554 | $217.0K | 0.03% | +1,554 | New |
| Cubist Systematic Strategies, LLC | 1,680 | $218.0K | 0.00% | −67,742−97.6% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 1,683 | $218.0K | 0.22% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,683 | $218.0K | 0.16% | +7+0.4% | Added |
| Armbruster Capital Management, Inc. | 1,700 | $220.0K | 0.06% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 1,701 | $221.0K | 0.08% | −430−20.2% | Reduced |
| SMH Capital Advisors Inc | 1,705 | $221.0K | 0.33% | −77−4.3% | Reduced |
| Boyd Watterson Asset Management LLC | 1,707 | $221.0K | 0.10% | −23−1.3% | Reduced |
| Sawyer & Company, Inc | 1,704 | $221.0K | 0.12% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,710 | $222.0K | 0.05% | +1,710 | New |
| Vishria Bird Financial Group, LLC | 1,716 | $223.0K | 0.15% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,728 | $224.0K | 0.24% | −312−15.3% | Reduced |
| Sym Financial Corp | 1,731 | $224.0K | 0.11% | −26−1.5% | Reduced |
| Montis Financial, LLC | 1,730 | $224.0K | 0.22% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,726 | $224.0K | 0.16% | +3+0.2% | Added |
| Flynn Zito Capital Management, LLC | 1,735 | $225.0K | 0.22% | −1,881−52.0% | Reduced |
| Buckley Wealth Management, LLC | 1,733 | $225.0K | 0.08% | −100−5.5% | Reduced |
| StrongBox Wealth, LLC | 1,736 | $225.0K | 0.16% | +1+0.1% | Added |
| SFG Wealth Management, LLC. | 1,735 | $225.0K | 0.30% | +1+0.1% | Added |
| Wagner Wealth Management, LLC | 1,741 | $226.0K | 0.17% | −313−15.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,736 | $226.0K | 0.01% | +265+18.0% | Added |
| Carl P. Sherr & Co., LLC | 1,739 | $226.0K | 0.18% | +1,739 | New |
| Angeles Wealth Management, LLC | 1,746 | $226.0K | 0.04% | +1,746 | New |
| Diversified, LLC | 1,748 | $227.0K | 0.11% | 00.0% | Unchanged |
| Seascape Capital Management | 1,749 | $227.0K | 0.16% | +1,749 | New |
| West Wealth Group, LLC | 1,767 | $229.0K | 0.12% | −143−7.5% | Reduced |
| Horizon Wealth Management, LLC | 1,764 | $229.0K | 0.17% | −106−5.7% | Reduced |
| Sadoff Investment Management LLC | 1,768 | $229.0K | 0.02% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 1,768 | $229.0K | 0.12% | +37+2.1% | Added |
| Planning Center, Inc. | 1,736 | $230.0K | 0.18% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16,951 | $230.0K | 0.06% | +108+0.6% | Added |
| Levy Wealth Management Group, LLC | 1,774 | $230.0K | 0.10% | +1,774 | New |
| Matrix Asset Advisors Inc | 1,784 | $231.0K | 0.04% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,778 | $231.0K | 1.30% | +100+6.0% | Added |
| Financial Strategies Group, Inc. | 1,786 | $232.0K | 0.11% | +62+3.6% | Added |
| LWM Advisory Services, LLC | 1,744 | $232.0K | 0.26% | +1,744 | New |
| Flaharty Asset Management, LLC | 1,801 | $234.0K | 0.05% | −365−16.9% | Reduced |
| Paulson Wealth Management Inc. | 1,806 | $234.0K | 0.13% | −361−16.7% | Reduced |
| Financial Network Wealth Management LLC | 1,806 | $234.0K | 0.15% | −38−2.1% | Reduced |
| Traphagen Investment Advisors LLC | 1,810 | $234.7K | 0.04% | +8+0.4% | Added |
| Mezzasalma Advisors, LLC | 1,810 | $235.0K | 0.19% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,818 | $236.0K | 0.04% | −512−22.0% | Reduced |
| Renaissance Investment Group LLC | 1,702 | $237.0K | 0.07% | −44−2.5% | Reduced |
| Phillips Financial Management, LLC | 1,832 | $238.0K | 0.03% | +1,832 | New |
| Kistler-Tiffany Companies, LLC | 1,843 | $239.0K | 0.05% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,845 | $239.0K | 0.07% | +8+0.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,678 | $239.0K | 0.29% | −100−5.6% | Reduced |
| Investment Management of Virginia LLC | 1,839 | $239.0K | 0.05% | +114+6.6% | Added |
| Hemington Wealth Management | 1,848 | $240.0K | 0.10% | +35+1.9% | Added |
| Rock Creek Group, LP | 1,850 | $240.0K | 0.03% | +140+8.2% | Added |
| MGO Private Wealth, LLC | 1,852 | $240.0K | 0.11% | +1,852 | New |
| River Wealth Advisors LLC | 1,860 | $241.0K | 0.05% | −860−31.6% | Reduced |
| Amplius Wealth Advisors, LLC | 1,866 | $242.0K | 0.04% | +21+1.1% | Added |
| Abundance Wealth Counselors | 1,877 | $243.0K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,873 | $243.0K | 0.01% | +83+4.6% | Added |
| Integrated Investment Consultants, LLC | 1,871 | $243.0K | 0.10% | +188+11.2% | Added |
| Meridian Wealth Partners, LLC | 1,881 | $244.0K | 0.06% | +1,881 | New |
| LifeSteps Financial, Inc. | 1,887 | $245.0K | 0.28% | −209−10.0% | Reduced |
| Willow Creek Wealth Management Inc. | 1,891 | $245.0K | 0.05% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,892 | $245.0K | 0.06% | +72+4.0% | Added |
| Capital Advisors, Ltd. LLC | 1,892 | $245.0K | 0.05% | +121+6.8% | Added |
| Synergy Financial Management, LLC | 1,899 | $246.0K | 0.07% | −6,016−76.0% | Reduced |
| Waypoint Capital Advisors, LLC | 1,888 | $246.0K | 0.11% | −405−17.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,030 | $246.0K | 0.02% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,895 | $246.0K | 0.18% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,875 | $246.0K | 0.11% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 1,908 | $247.0K | 0.17% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,905 | $247.0K | 0.07% | +1+0.1% | Added |
| Vigilant Capital Management, LLC | 1,911 | $248.0K | 0.02% | −725−27.5% | Reduced |
| Armstrong Henry H Associates Inc | 1,914 | $248.0K | 0.03% | −123−6.0% | Reduced |
| Financial Management Network Inc | 1,849 | $248.0K | 0.12% | +1,849 | New |
| Evermay Wealth Management LLC | 1,917 | $249.0K | 0.05% | +300+18.6% | Added |
| Lauterbach Financial Advisors, LLC | 1,925 | $250.0K | 0.25% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,803 | $250.0K | 0.03% | +10+0.6% | Added |
| Bluesphere Advisors, LLC | 1,936 | $251.0K | 0.25% | +1+0.1% | Added |
| Wealth Architects, LLC | 1,940 | $252.0K | 0.05% | −34−1.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,945 | $252.0K | 0.10% | −12−0.6% | Reduced |
| Jackson Square Capital, LLC | 1,942 | $252.0K | 0.12% | +123+6.8% | Added |
| Financial Sense Advisors, Inc. | 1,949 | $253.0K | 0.11% | −634−24.5% | Reduced |