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 |
|---|---|---|---|---|---|
| Truepoint, Inc. | 2,650 | $344.0K | 0.02% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 2,658 | $344.7K | 0.37% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,656 | $345.0K | 0.13% | +8+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 2,663 | $345.0K | 0.15% | +13+0.5% | Added |
| Patron Partners Advisors, LLC | 2,668 | $346.0K | 0.29% | −246−8.4% | Reduced |
| Alphasimplex Group, LLC | 2,667 | $346.0K | 3.50% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,667 | $346.0K | 0.16% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,678 | $347.0K | 0.06% | −131−4.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,676 | $347.0K | 0.03% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 2,685 | $348.0K | 0.08% | −18−0.7% | Reduced |
| TFG Advisers LLC | 2,686 | $348.0K | 0.19% | +124+4.8% | Added |
| Rice Hall James & Associates, LLC | 2,691 | $349.0K | 0.02% | −250−8.5% | Reduced |
| Pinnacle Bancorp, Inc. | 2,692 | $349.0K | 0.15% | −172−6.0% | Reduced |
| Clarus Group, Inc. | 2,691 | $349.0K | 0.32% | +10.0% | Added |
| Jackson Wealth Management, LLC | 2,693 | $349.0K | 0.07% | +2,693 | New |
| Austin Asset Management Co Inc | 2,706 | $351.0K | 0.13% | −168−5.8% | Reduced |
| Lantz Financial LLC | 2,710 | $351.0K | 0.18% | 00.0% | Unchanged |
| First American Trust, FSB | 2,711 | $352.0K | 0.06% | −2,808−50.9% | Reduced |
| North Star Asset Management Inc | 2,715 | $352.0K | 0.02% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,713 | $352.0K | 0.05% | +89+3.4% | Added |
| RDA Financial Network | 2,725 | $353.0K | 0.19% | +76+2.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 2,730 | $354.0K | 0.09% | 00.0% | Unchanged |
| Heron Bay Capital Management | 2,736 | $355.0K | 0.24% | 00.0% | Unchanged |
| PFS Investments Inc. | 2,735 | $355.0K | 0.01% | +2,735 | New |
| CapWealth Advisors, LLC | 2,745 | $356.0K | 0.05% | −108,457−97.5% | Reduced |
| TLWM | 2,163 | $356.0K | 0.17% | −5,736−72.6% | Reduced |
| Cobblestone Capital Advisors LLC | 2,747 | $356.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,748 | $356.4K | 0.15% | +415+17.8% | Added |
| Winch Advisory Services, LLC | 2,752 | $357.0K | 0.15% | −8−0.3% | Reduced |
| Relative Value Partners Group, LLC | 2,750 | $357.0K | 0.03% | +2,750 | New |
| Hubbell Strickland Wealth Management, LLC | 2,759 | $358.0K | 0.25% | +5+0.2% | Added |
| Corsicana & Co. | 2,757 | $358.0K | 0.30% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $358.0K | 0.63% | – | New |
| United Bank | 2,774 | $360.0K | 0.24% | +9+0.3% | Added |
| Formidable Asset Management, LLC | 2,581 | $363.0K | 0.08% | +9+0.3% | Added |
| Iowa State Bank | 2,805 | $364.0K | 0.10% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,809 | $364.0K | 0.34% | +312+12.5% | Added |
| Garrison Point Advisors, LLC | 2,815 | $365.0K | 0.33% | +10.0% | Added |
| CNB Bank | 2,819 | $366.0K | 0.25% | −380−11.9% | Reduced |
| LBMC Investment Advisors, LLC | 2,823 | $366.0K | 0.04% | −46−1.6% | Reduced |
| Newman & Schimel, LLC | 2,839 | $368.0K | 0.18% | +8+0.3% | Added |
| Columbia Asset Management | 2,845 | $369.0K | 0.10% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 2,854 | $370.0K | 0.37% | −8−0.3% | Reduced |
| Oppenheimer & Close, LLC | 2,855 | $370.0K | 0.40% | +650+29.5% | Added |
| Atticus Wealth Management, LLC | 3,053 | $371.0K | 0.18% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,860 | $371.0K | 0.17% | −187−6.1% | Reduced |
| Fusion Capital, LLC | 2,858 | $371.0K | 0.24% | −31−1.1% | Reduced |
| WESPAC Advisors, LLC | 2,868 | $372.0K | 0.50% | −624−17.9% | Reduced |
| TRUE Private Wealth Advisors | 2,877 | $373.0K | 0.06% | +52+1.8% | Added |
| MPS Loria Financial Planners, LLC | 2,882 | $374.0K | 0.15% | +40+1.4% | Added |
| E Fund Management Co., Ltd. | 2,886 | $374.0K | 0.03% | +98+3.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,889 | $375.0K | 0.13% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,661 | $376.0K | 0.05% | −3,762−58.6% | Reduced |
| WealthTrust Axiom LLC | 2,920 | $378.0K | 0.14% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,912 | $378.0K | 0.13% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 2,911 | $378.0K | 0.13% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,919 | $378.0K | 0.11% | +212+7.8% | Added |
| Teamwork Financial Advisors, LLC | 2,929 | $380.0K | 0.08% | −163−5.3% | Reduced |
| Grandfield & Dodd, LLC | 2,940 | $380.0K | 0.03% | 00.0% | Unchanged |
| Carson Advisory Inc. | 2,932 | $380.0K | 0.42% | +301+11.4% | Added |
| Hardy Reed LLC | 2,927 | $380.0K | 0.08% | +2,927 | New |
| Essential Planning, LLC. | 2,926 | $380.0K | 2.19% | +2,926 | New |
| Virtue Capital Management, LLC | 2,938 | $381.0K | 0.06% | −591−16.7% | Reduced |
| Royal Capital Wealth Management, LLC | 2,948 | $382.0K | 0.45% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 2,947 | $382.0K | 0.06% | +1,010+52.1% | Added |
| Grace & White Inc | 2,950 | $383.0K | 0.08% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 2,957 | $383.5K | 0.36% | −17−0.6% | Reduced |
| Sound Income Strategies, LLC | 2,959 | $384.0K | 0.06% | −377−11.3% | Reduced |
| Basepoint Wealth LLC | 2,967 | $384.8K | 0.41% | −81−2.7% | Reduced |
| TAP Consulting, LLC | 2,987 | $387.0K | 0.10% | −10,313−77.5% | Reduced |
| Oxford Financial Group Ltd | 2,991 | $388.0K | 0.06% | −188−5.9% | Reduced |
| Norris Perne & French LLP | 2,989 | $388.0K | 0.04% | +194+6.9% | Added |
| Braun Stacey Associates Inc | 3,000 | $389.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,996 | $389.0K | 0.11% | −10.0% | Reduced |
| Willner & Heller, LLC | 2,995 | $389.0K | 0.63% | +93+3.2% | Added |
| Legal Advantage Investments, Inc. | 3,000 | $389.0K | 0.36% | +3,000 | New |
| Montgomery Investment Management Inc | 3,004 | $390.0K | 0.16% | 00.0% | Unchanged |
| Transparent Wealth Partners LLC | 3,005 | $390.0K | 0.33% | +12+0.4% | Added |
| Advus Financial Partners, LLC | 3,013 | $390.8K | 0.21% | +1,298+75.7% | Added |
| Ci Investments Inc. | 3,025 | $392.0K | 0.00% | −1,330−30.5% | Reduced |
| Bremer Bank National Association | 3,024 | $392.0K | 0.09% | −1,160−27.7% | Reduced |
| PCG Wealth Advisors, LLC | 3,030 | $393.0K | 0.14% | +3,030 | New |
| PDS Planning, Inc | 3,041 | $394.0K | 0.07% | +282+10.2% | Added |
| Smith, Salley & Associates | 3,039 | $394.0K | 0.04% | +3,039 | New |
| Smart Money Group LLC | 3,043 | $395.0K | 0.27% | +189+6.6% | Added |
| Hall Laurie J Trustee | 3,055 | $396.0K | 0.20% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 3,049 | $396.0K | 0.26% | +210+7.4% | Added |
| Clay Northam Wealth Management, LLC | 3,061 | $397.0K | 0.50% | 00.0% | Unchanged |
| Bath Savings Trust Co | 3,058 | $397.0K | 0.06% | +29+1.0% | Added |
| First Bank & Trust | 3,060 | $397.0K | 0.15% | +141+4.8% | Added |
| DGS Capital Management, LLC | 3,065 | $397.6K | 0.27% | +472+18.2% | Added |
| New Jersey Better Educational Savings Trust | 3,071 | $398.0K | 1.33% | 00.0% | Unchanged |
| Shayne & Co., LLC | 3,074 | $398.0K | 0.25% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 3,071 | $398.0K | 0.29% | +103+3.5% | Added |
| Ridgecrest Wealth Partners, LLC | 3,080 | $399.0K | 0.33% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,075 | $399.0K | 0.25% | +429+16.2% | Added |
| Penserra Capital Management LLC | 3,100 | $401.0K | 0.01% | −135−4.2% | Reduced |
| SC&H Financial Advisors, Inc. | 3,105 | $403.0K | 0.20% | −336−9.8% | Reduced |
| Watchman Group, Inc. | 3,104 | $403.0K | 0.25% | +100+3.3% | Added |
| Highview Capital Management LLC | 3,117 | $404.0K | 0.30% | −5,877−65.3% | Reduced |