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; 4,426 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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Pettinga Financial Advisors, LLC | 2,264 | $294.0K | 0.10% | −48−2.1% | Reduced |
| WP Advisors, LLC | 2,270 | $294.0K | 0.13% | +46+2.1% | Added |
| Fortress Wealth Group, LLC | 2,275 | $295.0K | 0.22% | −290−11.3% | Reduced |
| Front Barnett Associates LLC | 2,271 | $295.0K | 0.04% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 2,273 | $295.0K | 0.28% | +29+1.3% | Added |
| McAdam, LLC | 2,277 | $295.0K | 0.03% | +60+2.7% | Added |
| Bernardo Wealth Planning LLC | 2,161 | $295.0K | 0.17% | −3−0.1% | Reduced |
| FirstPurpose Wealth LLC | 2,275 | $295.0K | 0.19% | +242+11.9% | Added |
| Zions Bancorporation, N.A. | 2,282 | $296.0K | 0.03% | −22−1.0% | Reduced |
| Camarda Financial Advisors, LLC | 2,300 | $298.0K | 0.35% | −1,556−40.4% | Reduced |
| Options Solutions, LLC | 2,300 | $298.0K | 0.46% | −1,400−37.8% | Reduced |
| Buffington Mohr McNeal | 2,294 | $298.0K | 0.07% | −365−13.7% | Reduced |
| Long Run Wealth Advisors, LLC | 2,298 | $298.0K | 0.12% | −83−3.5% | Reduced |
| Fernwood Investment Management, LLC | 2,294 | $298.0K | 0.13% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 2,302 | $298.6K | 0.21% | −46−2.0% | Reduced |
| Cannon Financial Strategists, Inc. | 2,303 | $298.7K | 0.12% | −187−7.5% | Reduced |
| Pallas Capital Advisors LLC | 2,127 | $299.0K | 0.03% | −187−8.1% | Reduced |
| Prentice Wealth Management LLC | 2,314 | $299.0K | 0.16% | +2,314 | New |
| Capital Square, LLC | 2,320 | $300.0K | 0.27% | +10.0% | Added |
| Apella Capital, LLC | 2,317 | $301.0K | 0.04% | −177−7.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,318 | $301.0K | 0.15% | −28−1.2% | Reduced |
| Keystone Wealth Services, LLC | 2,318 | $301.0K | 0.14% | +6+0.3% | Added |
| Bank of Nova Scotia Trust Co | 2,328 | $302.0K | 0.03% | +100+4.5% | Added |
| First Business Financial Services, Inc. | 2,337 | $303.0K | 0.04% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,345 | $304.0K | 0.08% | +352+17.7% | Added |
| Ssi Investment Management LLC | 2,349 | $305.0K | 0.02% | +9+0.4% | Added |
| Drive Wealth Management, LLC | 2,354 | $305.0K | 0.29% | +2,354 | New |
| Insight Folios Inc | 2,364 | $307.0K | 0.16% | +154+7.0% | Added |
| Stewart & Patten Co LLC | 2,376 | $308.0K | 0.06% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,387 | $310.0K | 0.03% | −3,676−60.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,390 | $310.0K | 0.29% | 00.0% | Unchanged |
| Fiera Capital Corp | 2,394 | $311.0K | 0.00% | −35−1.4% | Reduced |
| Tufton Capital Management | 2,401 | $311.0K | 0.08% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,397 | $311.0K | 0.14% | +150+6.7% | Added |
| Beaumont Financial Partners, LLC | 2,402 | $311.0K | 0.03% | +181+8.1% | Added |
| Financial Insights, Inc. | 2,394 | $311.0K | 0.21% | +2,394 | New |
| Financial Engines Advisors L.L.C. | 2,418 | $313.0K | 0.00% | −375−13.4% | Reduced |
| Atom Investors LP | 2,433 | $316.0K | 0.11% | +2,433 | New |
| Brown Miller Wealth Management, LLC | 2,452 | $318.0K | 0.23% | −21−0.8% | Reduced |
| Founders Capital Management, LLC | 2,455 | $318.0K | 0.09% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 2,453 | $318.0K | 0.19% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 2,461 | $319.0K | 0.06% | −2−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 2,461 | $319.0K | 0.06% | +31+1.3% | Added |
| DFPG Investments, LLC | 2,331 | $319.0K | 0.14% | +466+25.0% | Added |
| Strategic Wealth Designers | 2,464 | $320.0K | 0.09% | +449+22.3% | Added |
| Trail Ridge Investment Advisors, LLC | 2,256 | $322.0K | 0.21% | −575−20.3% | Reduced |
| Coastline Trust Co | 2,479 | $322.0K | 0.05% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,494 | $323.0K | 0.36% | +10.0% | Added |
| Denali Advisors LLC | 2,500 | $324.0K | 0.15% | −2,000−44.4% | Reduced |
| Stonebridge Capital Management Inc | 2,500 | $324.0K | 0.17% | 00.0% | Unchanged |
| S&CO Inc | 2,500 | $324.0K | 0.03% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 2,507 | $325.0K | 0.18% | −48−1.9% | Reduced |
| Washington Trust Bank | 2,506 | $325.0K | 0.04% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 2,514 | $326.0K | 0.21% | −30−1.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,511 | $326.0K | 0.19% | +208+9.0% | Added |
| Plante Moran Financial Advisors, LLC | 2,518 | $327.0K | 0.06% | −284−10.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,520 | $327.0K | 0.12% | −140−5.3% | Reduced |
| Bulltick Wealth Management, LLC | 2,525 | $327.5K | 0.10% | +2,525 | New |
| Stephens Consulting, LLC | 2,527 | $327.7K | 0.29% | +10.0% | Added |
| Centric Wealth Management | 2,530 | $328.0K | 0.13% | −10,081−79.9% | Reduced |
| OneAscent Financial Services LLC | 2,531 | $328.0K | 0.13% | −60−2.3% | Reduced |
| Weaver Consulting Group | 2,530 | $328.0K | 0.19% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,527 | $328.0K | 0.27% | +149+6.3% | Added |
| Relyea Zuckerberg Hanson LLC | 2,532 | $328.0K | 0.12% | +839+49.6% | Added |
| Kaydan Wealth Management, Inc. | 2,531 | $328.3K | 0.18% | −90−3.4% | Reduced |
| Primoris Wealth Advisors, LLC | 2,550 | $329.0K | 0.59% | −230−8.3% | Reduced |
| Independent Family Office, LLC | 2,540 | $329.0K | 0.16% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 2,538 | $329.0K | 0.15% | +2,538 | New |
| Widmann Financial Services, Inc. | 2,540 | $329.5K | 0.37% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,541 | $330.0K | 0.08% | −560−18.1% | Reduced |
| BLB&B Advisors, LLC | 2,542 | $330.0K | 0.03% | −115−4.3% | Reduced |
| Baldwin Investment Management, LLC | 2,550 | $331.0K | 0.13% | −1,753−40.7% | Reduced |
| Revolve Wealth Partners, LLC | 2,552 | $331.0K | 0.11% | +721+39.4% | Added |
| Empirical Asset Management, LLC | 2,563 | $332.0K | 0.36% | −3,303−56.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,561 | $332.0K | 0.50% | +42+1.7% | Added |
| First Citizens Financial Corp | 2,569 | $333.0K | 0.33% | −200−7.2% | Reduced |
| McGowan Group Asset Management, Inc. | 2,566 | $333.0K | 0.06% | −192−7.0% | Reduced |
| Rather & Kittrell, Inc. | 2,569 | $333.0K | 0.35% | −102−3.8% | Reduced |
| Legacy Wealth Planning, LLC | 2,566 | $333.0K | 0.55% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 2,575 | $334.0K | 0.00% | +2,575 | New |
| Houlihan Financial Resource Group, Ltd. | 2,463 | $334.0K | 0.20% | +2,463 | New |
| Center for Financial Planning, Inc. | 2,582 | $335.0K | 0.09% | +8+0.3% | Added |
| Advisor OS, LLC | 2,578 | $335.0K | 0.10% | +205+8.6% | Added |
| Sittner & Nelson, LLC | 2,591 | $336.0K | 0.23% | −300−10.4% | Reduced |
| Wedge Capital Management L L P | 2,592 | $336.0K | 0.01% | −115−4.2% | Reduced |
| McLean Asset Management Corp | 2,612 | $336.0K | 0.13% | +32+1.2% | Added |
| Clarkston Capital Partners, LLC | 2,598 | $337.0K | 0.01% | −175−6.3% | Reduced |
| Taylor Hoffman Wealth Management | 2,601 | $337.0K | 0.18% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 2,600 | $337.0K | 0.24% | +400+18.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,607 | $338.0K | 0.03% | +221+9.3% | Added |
| German American Bancorp, Inc. | 2,606 | $338.0K | 0.06% | +944+56.8% | Added |
| Howard Financial Services, Ltd. | 2,610 | $339.0K | 0.11% | −1,305−33.3% | Reduced |
| Truvestments Capital LLC | 2,616 | $339.0K | 0.21% | −13−0.5% | Reduced |
| Crewe Advisors LLC | 2,614 | $339.0K | 0.06% | +175+7.2% | Added |
| Accredited Investors Inc. | 2,626 | $341.0K | 0.04% | +37+1.4% | Added |
| Echo Street Capital Management LLC | 2,633 | $342.0K | 0.00% | +724+37.9% | Added |
| Jefferies Group LLC | 2,642 | $342.7K | 0.01% | −1,945−42.4% | Reduced |
| Collective Family Office LLC | 2,646 | $343.0K | 0.17% | −490−15.6% | Reduced |
| Indie Asset Partners, LLC | 2,642 | $343.0K | 0.35% | +50+1.9% | Added |
| Wealth Management Partners, LLC | 3,000 | $343.0K | 0.30% | +1,000+50.0% | Added |