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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 3,117 | $404.0K | 0.10% | +4+0.1% | Added |
| Green Square Capital Advisors LLC | 3,113 | $404.0K | 0.07% | +257+9.0% | Added |
| Birch Hill Investment Advisors LLC | 3,121 | $405.0K | 0.03% | 00.0% | Unchanged |
| James Hambro & Partners | 3,124 | $405.0K | 0.04% | +124+4.1% | Added |
| Five Oceans Advisors | 3,123 | $405.0K | 0.32% | +462+17.4% | Added |
| Middleton & Co Inc | 3,127 | $406.0K | 0.06% | −146−4.5% | Reduced |
| KWB Wealth | 3,140 | $407.0K | 0.08% | −364−10.4% | Reduced |
| Univest Financial Corp | 3,139 | $407.0K | 0.13% | −125−3.8% | Reduced |
| Shufro Rose & Co LLC | 3,139 | $407.0K | 0.04% | +40+1.3% | Added |
| ACG Wealth | 3,142 | $408.0K | 0.09% | −37−1.2% | Reduced |
| Wrapmanager Inc | 3,145 | $408.0K | 0.14% | +117+3.9% | Added |
| First National Bank | 3,149 | $408.0K | 0.37% | +255+8.8% | Added |
| McRae Capital Management Inc | 3,150 | $409.0K | 0.12% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,159 | $410.0K | 0.07% | +5+0.2% | Added |
| Ullmann Financial Group, Inc. | 3,171 | $411.0K | 0.11% | +63+2.0% | Added |
| Jag Capital Management, LLC | 3,171 | $411.0K | 0.06% | +188+6.3% | Added |
| Trinity Financial Advisors LLC | 3,179 | $412.0K | 0.30% | +3,179 | New |
| Childress Capital Advisors, LLC | 3,132 | $413.0K | 0.16% | −685−17.9% | Reduced |
| Burt Wealth Advisors | 3,182 | $413.0K | 0.17% | +10.0% | Added |
| Mystic Asset Management, Inc. | 3,188 | $413.0K | 0.26% | 00.0% | Unchanged |
| Chimera Capital Management LLC | 3,187 | $414.0K | 0.12% | −10,474−76.7% | Reduced |
| Sterling Investment Advisors LLC | 3,190 | $414.0K | 0.31% | +13+0.4% | Added |
| Rise Advisors, LLC | 3,194 | $414.0K | 0.34% | +573+21.9% | Added |
| Prudent Man Advisors, LLC | 3,196 | $415.0K | 0.20% | −18−0.6% | Reduced |
| Alhambra Investment Partners LLC | 3,197 | $415.0K | 0.32% | 00.0% | Unchanged |
| Advisory Resource Group | 3,218 | $417.0K | 0.14% | +10.0% | Added |
| Corrigan Financial, Inc. | 3,216 | $417.1K | 0.16% | −399−11.0% | Reduced |
| CMT Capital Markets Trading GmbH | 3,220 | $418.0K | 0.17% | −14,745−82.1% | Reduced |
| Endurance Wealth Management, Inc. | 3,219 | $418.0K | 0.07% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,226 | $418.0K | 0.08% | +85+2.7% | Added |
| J. L. Bainbridge & Co., Inc. | 3,228 | $419.0K | 0.07% | +2+0.1% | Added |
| Monticello Wealth Management, LLC | 3,241 | $420.0K | 0.05% | −50−1.5% | Reduced |
| Sepio Capital, LP | 3,244 | $421.0K | 0.04% | −11,815−78.5% | Reduced |
| Aveo Capital Partners, LLC | 3,243 | $421.0K | 0.07% | +119+3.8% | Added |
| TFC Financial Management | 3,257 | $422.0K | 0.13% | −300−8.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,251 | $422.0K | 0.60% | −285−8.1% | Reduced |
| Private Wealth Advisors | 3,258 | $423.0K | 0.20% | +2+0.1% | Added |
| AIA Group Ltd | 3,272 | $424.0K | 0.03% | −2,017−38.1% | Reduced |
| JNBA Financial Advisors | 3,271 | $424.0K | 0.07% | +26+0.8% | Added |
| Capital Counsel LLC | 3,275 | $425.0K | 0.03% | 00.0% | Unchanged |
| Verity & Verity, LLC | 3,283 | $426.0K | 0.07% | −93−2.8% | Reduced |
| Howland Capital Management LLC | 3,287 | $426.0K | 0.03% | +750+29.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,286 | $426.0K | 0.01% | +3,286 | New |
| Investors Asset Management of Georgia Inc | 3,314 | $430.0K | 0.22% | 00.0% | Unchanged |
| Ironwood Financial, llc | 3,335 | $433.0K | 0.14% | +2+0.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 3,344 | $434.0K | 0.11% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,345 | $434.0K | 0.07% | +207+6.6% | Added |
| Summit Financial, LLC | 3,361 | $435.9K | 0.04% | +516+18.1% | Added |
| Culbertson A N & Co Inc | 3,368 | $436.0K | 0.10% | −1,067−24.1% | Reduced |
| Westshore Wealth, LLC | 3,367 | $437.0K | 0.30% | −299−8.2% | Reduced |
| One Charles Private Wealth Services, LLC | 3,372 | $437.0K | 0.29% | +5+0.1% | Added |
| Kingsbury Capital Investment Advisors LLC | 3,373 | $438.0K | 0.67% | −74−2.1% | Reduced |
| Well Done, LLC | 3,400 | $441.0K | 0.11% | +258+8.2% | Added |
| Ethic Inc. | 3,408 | $442.0K | 0.03% | +1,092+47.2% | Added |
| NSI Retail Advisors, LLC | 3,413 | $443.0K | 0.14% | 00.0% | Unchanged |
| American Trust | 3,436 | $446.0K | 0.04% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 3,443 | $446.0K | 0.12% | +10.0% | Added |
| Safeguard Investment Advisory Group, LLC | 3,460 | $448.0K | 0.31% | +659+23.5% | Added |
| CPWM, LLC | 3,468 | $450.0K | 0.04% | −1,510−30.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,480 | $451.0K | 0.01% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 3,486 | $452.0K | 0.32% | −43−1.2% | Reduced |
| Banque Pictet & Cie SA | 3,490 | $452.7K | 0.00% | −4,310−55.3% | Reduced |
| Silverlake Wealth Management LLC | 3,491 | $452.7K | 0.31% | +33+1.0% | Added |
| Bell Bank | 3,487 | $453.0K | 0.06% | −79−2.2% | Reduced |
| Credit Capital Investments LLC | 3,500 | $454.0K | 0.61% | −3,500−50.0% | Reduced |
| Alta Advisers Ltd | 3,500 | $454.0K | 0.29% | +3,500 | New |
| TCWP LLC | 3,517 | $456.0K | 0.10% | −192−5.2% | Reduced |
| Old Point Trust & Financial Services N A | 3,515 | $456.0K | 0.23% | +1,797+104.6% | Added |
| BTR Capital Management Inc | 3,530 | $458.0K | 0.07% | +100+2.9% | Added |
| Barber Financial Group, Inc. | 3,529 | $458.0K | 0.13% | +168+5.0% | Added |
| FSB Premier Wealth Management, Inc. | 3,540 | $459.0K | 0.27% | +101+2.9% | Added |
| MBL Wealth, LLC | 3,537 | $459.0K | 0.10% | +3,537 | New |
| Sabal Trust CO | 3,544 | $460.0K | 0.03% | +18+0.5% | Added |
| Buttonwood Financial Advisors Inc. | 3,488 | $461.0K | 0.42% | +10.0% | Added |
| Fairhaven Wealth Management, LLC | 3,554 | $461.0K | 0.21% | +121+3.5% | Added |
| Eagle Ridge Investment Management | 3,563 | $462.0K | 0.06% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 3,564 | $462.0K | 0.08% | +539+17.8% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 3,573 | $463.0K | 0.74% | −5,618−61.1% | Reduced |
| Signature Wealth Management Group | 3,570 | $463.0K | 0.24% | +22+0.6% | Added |
| Forte Capital LLC | 3,578 | $464.0K | 0.08% | −260−6.8% | Reduced |
| KFA Private Wealth Group, LLC | 3,575 | $464.0K | 0.25% | −41−1.1% | Reduced |
| Eagle Bay Advisors LLC | 3,564 | $464.0K | 0.29% | +643+22.0% | Added |
| Kelman-Lazarov, Inc. | 3,588 | $465.0K | 0.16% | −1,398−28.0% | Reduced |
| Winning Points Advisors, LLC | 3,493 | $465.0K | 0.57% | −16−0.5% | Reduced |
| Corundum Group, Inc. | 3,586 | $465.0K | 0.29% | +234+7.0% | Added |
| Highland Private Wealth Management | 3,588 | $465.0K | 0.08% | +317+9.7% | Added |
| Mayfair Advisory Group, LLC | 3,518 | $466.0K | 0.66% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,594 | $466.0K | 0.27% | −144−3.9% | Reduced |
| Meixler Investment Management, Ltd. | 3,592 | $466.0K | 0.55% | +83+2.4% | Added |
| TD Ameritrade Investment Management, LLC | 3,600 | $467.0K | 0.00% | −1,196−24.9% | Reduced |
| SBK Financial, Inc. | 3,600 | $467.0K | 0.72% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 3,606 | $468.0K | 0.29% | −15−0.4% | Reduced |
| Planning Directions Inc | 3,619 | $469.0K | 0.38% | +212+6.2% | Added |
| Rosenberg Matthew Hamilton | 3,616 | $469.0K | 0.18% | +304+9.2% | Added |
| UMA Financial Services, Inc. | 3,542 | $471.0K | 0.14% | +2+0.1% | Added |
| BancFirst Trust & Investment Management | 3,568 | $471.0K | 0.28% | +1,318+58.6% | Added |
| Peterson Wealth Advisors, LLC | 3,637 | $472.0K | 0.16% | +57+1.6% | Added |
| O'Rourke & Company, Inc | 3,635 | $472.0K | 0.41% | +209+6.1% | Added |
| Cypress Wealth Services, LLC | 3,696 | $475.0K | 0.16% | +8+0.2% | Added |
| Verus Capital Partners, LLC | 3,674 | $477.0K | 0.09% | −1,720−31.9% | Reduced |