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 |
|---|---|---|---|---|---|
| LGL Partners, LLC | 1,952 | $253.0K | 0.05% | +55+2.9% | Added |
| Larson Financial Group LLC | 1,951 | $253.0K | 0.04% | +185+10.5% | Added |
| NinePointTwo Capital | 1,963 | $254.0K | 0.10% | 00.0% | Unchanged |
| M. Kraus & Co | 1,968 | $255.0K | 0.11% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 1,969 | $255.0K | 0.12% | +63+3.3% | Added |
| Sage Private Wealth Group, LLC | 1,973 | $256.0K | 0.34% | −225−10.2% | Reduced |
| Round Table Services, LLC | 1,972 | $256.0K | 0.05% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,977 | $257.0K | 0.28% | +77+4.1% | Added |
| Norway Savings Bank | 1,991 | $258.0K | 0.14% | −150−7.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,998 | $258.0K | 0.25% | −15−0.7% | Reduced |
| Abner Herrman & Brock LLC | 1,988 | $258.0K | 0.05% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 1,990 | $258.0K | 0.23% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,986 | $258.0K | 0.08% | 00.0% | Unchanged |
| Gibson Capital, LLC | 2,000 | $259.0K | 0.08% | −100−4.8% | Reduced |
| Colrain Capital LLC | 2,000 | $259.0K | 0.43% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 2,000 | $259.0K | 0.12% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 2,000 | $259.0K | 0.10% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,000 | $259.0K | 0.14% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $259.0K | 0.27% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,996 | $259.0K | 0.19% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,997 | $259.0K | 0.10% | +3+0.2% | Added |
| Avalon Investment & Advisory | 2,001 | $260.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 2,011 | $261.0K | 0.25% | −235−10.5% | Reduced |
| Wedgewood Investors Inc | 2,010 | $261.0K | 0.40% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 1,576 | $261.0K | 0.03% | −327−17.2% | Reduced |
| Element Wealth, LLC | 2,020 | $262.0K | 0.24% | +20+1.0% | Added |
| Curi Capital | 2,024 | $262.0K | 0.04% | +1,104+120.0% | Added |
| Hummer Financial Advisory Services Inc | 2,045 | $265.0K | 0.31% | −10−0.5% | Reduced |
| TrueWealth Advisors, LLC | 2,049 | $266.0K | 0.13% | −62−2.9% | Reduced |
| Outlook Wealth Advisors, LLC | 2,051 | $266.0K | 0.12% | −33−1.6% | Reduced |
| Schwartz Investment Counsel Inc | 2,050 | $266.0K | 0.01% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,923 | $268.0K | 0.27% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 2,066 | $268.0K | 0.03% | +253+14.0% | Added |
| Warwick Investment Management, Inc. | 2,070 | $269.0K | 0.16% | +2+0.1% | Added |
| BCS Wealth Management | 2,082 | $270.0K | 0.13% | −74−3.4% | Reduced |
| Sage Rhino Capital LLC | 2,084 | $270.0K | 0.11% | +18+0.9% | Added |
| Claris Advisors, LLC | 2,090 | $271.0K | 0.31% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,086 | $271.0K | 0.08% | +346+19.9% | Added |
| ELCO Management Co., LLC | 2,095 | $272.0K | 0.22% | −423−16.8% | Reduced |
| Sierra Capital LLC | 2,098 | $272.0K | 0.05% | −249−10.6% | Reduced |
| M&R Capital Management Inc | 2,102 | $272.0K | 0.08% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,100 | $272.0K | 0.09% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 2,100 | $272.0K | 0.12% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 2,100 | $272.0K | 0.11% | +300+16.7% | Added |
| Partners in Financial Planning | 1,815 | $272.7K | 0.08% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,102 | $273.0K | 0.01% | −1,525−42.0% | Reduced |
| First Affirmative Financial Network | 2,107 | $273.0K | 0.35% | −322−13.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,105 | $273.0K | 0.03% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 2,101 | $273.0K | 0.38% | +93+4.6% | Added |
| Financial Planning & Information Services, Inc. | 2,105 | $273.0K | 0.07% | +305+16.9% | Added |
| Barings LLC | 2,114 | $274.0K | 0.01% | −1,219−36.6% | Reduced |
| Mma Asset Management LLC | 2,113 | $274.0K | 0.24% | −800−27.5% | Reduced |
| Blueprint Investment Partners LLC | 2,111 | $274.0K | 0.07% | −222−9.5% | Reduced |
| Horan Securities, Inc. | 2,110 | $274.0K | 0.17% | +101+5.0% | Added |
| Seaside Wealth Management, Inc. | 1,921 | $274.0K | 0.19% | +1,921 | New |
| Pinnacle Family Advisors, LLC | 2,123 | $275.0K | 0.24% | −81−3.7% | Reduced |
| Klingman & Associates, LLC | 2,123 | $275.0K | 0.03% | +146+7.4% | Added |
| LVW Advisors, LLC | 2,126 | $276.0K | 0.06% | −17,008−88.9% | Reduced |
| New Century Advisors, LLC | 2,130 | $276.0K | 0.34% | −2,100−49.6% | Reduced |
| Renasant Bank | 2,132 | $276.0K | 0.24% | −215−9.2% | Reduced |
| David J Yvars Group | 2,124 | $276.0K | 0.31% | +2+0.1% | Added |
| Kolinsky Wealth Management, LLC | 2,131 | $276.0K | 0.35% | −9−0.4% | Reduced |
| EPG Wealth Management LLC | 2,137 | $277.0K | 0.11% | +33+1.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,146 | $278.0K | 0.02% | −107−4.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,147 | $278.0K | 0.15% | −50−2.3% | Reduced |
| Reliant Investment Management, LLC | 2,143 | $278.0K | 0.20% | −6−0.3% | Reduced |
| Biechele Royce Advisors | 2,150 | $278.0K | 0.13% | +32+1.5% | Added |
| Private Asset Management Inc | 2,150 | $279.0K | 0.05% | −666−23.7% | Reduced |
| Maxele Advisors, LLC | 2,165 | $280.8K | 0.47% | −30−1.4% | Reduced |
| Cypress Asset Management Inc | 2,168 | $281.0K | 0.11% | −20−0.9% | Reduced |
| Van Cleef Asset Management,Inc | 2,170 | $281.0K | 0.05% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 2,174 | $282.0K | 0.35% | +103+5.0% | Added |
| Aull & Monroe Investment Management Corp | 2,173 | $282.0K | 0.15% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,176 | $282.0K | 0.08% | −1,866−46.2% | Reduced |
| NewEdge Wealth, LLC | 2,172 | $282.0K | 0.01% | +2,172 | New |
| Heritage Wealth Management, LLC | 2,184 | $283.0K | 0.09% | +32+1.5% | Added |
| Virtus Investment Advisers, Inc. | 2,191 | $284.0K | 0.13% | +2,191 | New |
| Clear Creek Financial Management, LLC | 2,197 | $285.0K | 0.06% | +71+3.3% | Added |
| Ground Swell Capital, LLC | 2,199 | $285.0K | 0.81% | +2,199 | New |
| Echo45 Advisors LLC | 2,205 | $286.0K | 0.29% | −232−9.5% | Reduced |
| Briggs Advisory Group, Inc. | 2,208 | $286.0K | 0.21% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 2,209 | $286.0K | 0.05% | +12+0.5% | Added |
| apricus wealth, LLC | 2,213 | $287.0K | 0.28% | −943−29.9% | Reduced |
| Financial Advisors Network, Inc. | 2,213 | $287.0K | 0.08% | −74−3.2% | Reduced |
| Horst & Graben Wealth Management LLC | 2,216 | $287.0K | 0.08% | +5+0.2% | Added |
| West Paces Advisors Inc. | 2,216 | $287.4K | 0.10% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2,227 | $288.0K | 0.02% | +43+2.0% | Added |
| Alpha Family Trust | 2,230 | $289.0K | 0.22% | −255−10.3% | Reduced |
| NCM Capital Management, LLC | 2,234 | $290.0K | 0.22% | −25−1.1% | Reduced |
| Fortis Advisors, LLC | 2,234 | $290.0K | 0.21% | 00.0% | Unchanged |
| Commons Capital, LLC | 2,238 | $290.0K | 0.46% | +7+0.3% | Added |
| 1620 Investment Advisors, Inc. | 2,239 | $290.0K | 0.43% | +17+0.8% | Added |
| Advance Capital Management, Inc. | 2,233 | $290.0K | 0.04% | +39+1.8% | Added |
| Bridgefront Capital, LLC | 2,244 | $291.0K | 0.30% | −303−11.9% | Reduced |
| Guyasuta Investment Advisors Inc | 2,245 | $291.0K | 0.03% | 00.0% | Unchanged |
| Cedrus LLC | 2,246 | $291.4K | 0.27% | −16−0.7% | Reduced |
| Aua Capital Management, LLC | 2,253 | $292.0K | 0.19% | −1,153−33.9% | Reduced |
| Exchange Capital Management, Inc. | 2,252 | $292.0K | 0.07% | −202−8.2% | Reduced |
| Ballast Advisors LLC | 2,262 | $293.0K | 0.14% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 2,264 | $294.0K | 0.27% | −287−11.3% | Reduced |