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 7 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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Derbend Asset Management | 3,680 | $477.0K | 0.38% | 00.0% | Unchanged |
| Integrity Advisory, LLC | 3,681 | $477.0K | 0.44% | +1,708+86.6% | Added |
| Sara-Bay Financial | 3,691 | $479.0K | 0.27% | −26−0.7% | Reduced |
| Affinity Wealth Management LLC | 3,703 | $480.0K | 0.12% | −151−3.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,720 | $482.0K | 0.09% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,726 | $483.0K | 0.17% | +301+8.8% | Added |
| Sweet Financial Partners, LLC | 3,733 | $484.0K | 0.15% | −137−3.5% | Reduced |
| Congress Wealth Management LLC | 3,738 | $485.0K | 0.01% | −133−3.4% | Reduced |
| Warther Private Wealth, LLC | 3,751 | $486.0K | 0.38% | −1,235−24.8% | Reduced |
| Syverson Strege & Co | 3,750 | $486.0K | 0.25% | −177−4.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,758 | $487.0K | 0.30% | +317+9.2% | Added |
| MEMBERS Trust Co | 3,767 | $489.0K | 0.02% | −242−6.0% | Reduced |
| Grimes & Company, Inc. | 3,768 | $489.0K | 0.03% | +17+0.5% | Added |
| Royal Harbor Partners, LLC | 3,768 | $489.0K | 0.33% | +100+2.7% | Added |
| QVR LLC | 3,773 | $489.0K | 0.45% | +1,610+74.4% | Added |
| NFP Retirement, Inc. | 3,790 | $491.6K | 0.12% | −69−1.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,795 | $492.0K | 0.07% | −26−0.7% | Reduced |
| Edgestream Partners, L.P. | 3,801 | $493.0K | 0.04% | −36,033−90.5% | Reduced |
| Trust Co | 3,799 | $493.0K | 0.11% | +21+0.6% | Added |
| Kowal Investment Group, LLC | 3,800 | $493.0K | 0.17% | +49+1.3% | Added |
| Global Assets Advisory, LLC | 3,473 | $494.0K | 0.50% | +3,473 | New |
| First Financial Corp | 3,817 | $495.0K | 0.33% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3,813 | $495.0K | 0.08% | +12+0.3% | Added |
| Peterson Wealth Management | 3,817 | $495.0K | 0.46% | +3,817 | New |
| Spinnaker Investment Group, LLC | 3,829 | $496.0K | 0.19% | +413+12.1% | Added |
| Concord Wealth Partners | 3,833 | $497.0K | 0.16% | −184−4.6% | Reduced |
| Athena Investment Management | 3,858 | $500.0K | 0.42% | −40−1.0% | Reduced |
| Mason Investment Advisory Services, Inc. | 3,877 | $502.8K | 0.06% | −100−2.5% | Reduced |
| Congress Asset Management Co | 3,876 | $503.0K | 0.01% | −545−12.3% | Reduced |
| United Bank | 3,899 | $506.0K | 0.08% | +825+26.8% | Added |
| Hudock, Inc. | 3,930 | $509.0K | 0.17% | +139+3.7% | Added |
| JJJ Advisors Inc. | 3,966 | $513.0K | 0.17% | +1,395+54.3% | Added |
| Integral Investment Advisors, Inc. | 3,960 | $514.0K | 0.42% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,971 | $515.1K | 0.15% | −68−1.7% | Reduced |
| Advisors Management Group Inc | 3,976 | $516.0K | 0.21% | −104−2.5% | Reduced |
| Source Financial Advisors LLC | 3,986 | $517.0K | 0.20% | +148+3.9% | Added |
| Selective Wealth Management, Inc. | 4,000 | $519.0K | 0.22% | −100−2.4% | Reduced |
| Nikulski Financial, Inc. | 4,003 | $519.0K | 0.27% | 00.0% | Unchanged |
| Cadinha & Co LLC | 4,025 | $522.0K | 0.18% | −170−4.1% | Reduced |
| Solidarilty Wealth, LLC | 3,739 | $522.0K | 0.30% | +67+1.8% | Added |
| Vivaldi Capital Management, LLC | 4,058 | $522.0K | 0.14% | +80+2.0% | Added |
| Mirador Capital Partners LP | 4,045 | $525.0K | 0.13% | −655−13.9% | Reduced |
| Main Street Research LLC | 4,050 | $525.0K | 0.12% | +1,398+52.7% | Added |
| Evoke Wealth, LLC | 4,053 | $526.0K | 0.02% | −5−0.1% | Reduced |
| Castle Wealth Management LLC | 4,059 | $526.0K | 0.32% | +772+23.5% | Added |
| Apeiron RIA LLC | 3,971 | $527.0K | 0.24% | +3,971 | New |
| Galvin, Gaustad & Stein, LLC | 4,070 | $528.0K | 0.06% | −650−13.8% | Reduced |
| First Capital Advisors Group, LLC. | 4,068 | $528.0K | 0.44% | −277−6.4% | Reduced |
| SkyView Investment Advisors, LLC | 4,068 | $528.0K | 0.15% | −277−6.4% | Reduced |
| Private Wealth Strategies, L.L.C. | 4,068 | $528.0K | 0.15% | +4+0.1% | Added |
| Lehman & Derafelo Financial Resources LLC | 4,078 | $529.0K | 0.17% | +300+7.9% | Added |
| Magnus Financial Group LLC | 4,086 | $530.0K | 0.10% | +230+6.0% | Added |
| Avondale Wealth Management | 4,100 | $532.0K | 0.58% | −750−15.5% | Reduced |
| Fort Pitt Capital Group, LLC | 4,121 | $535.0K | 0.02% | −967−19.0% | Reduced |
| Stevens Capital Management LP | 4,130 | $536.0K | 0.34% | −1,443−25.9% | Reduced |
| Spartan Fund Management Inc. | 4,130 | $536.0K | 0.16% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,133 | $536.0K | 0.39% | +94+2.3% | Added |
| Probity Advisors, Inc. | 4,129 | $536.0K | 0.13% | +2,373+135.1% | Added |
| Spotlight Asset Group, Inc. | 3,916 | $536.0K | 0.53% | +3,916 | New |
| S.A. Mason LLC | 4,137 | $537.0K | 0.42% | −97−2.3% | Reduced |
| Gryphon Financial Partners LLC | 4,140 | $537.0K | 0.14% | +791+23.6% | Added |
| E&G Advisors, LP | 4,152 | $539.0K | 0.20% | −110−2.6% | Reduced |
| Pure Financial Advisors, Inc. | 4,177 | $542.0K | 0.03% | +267+6.8% | Added |
| Tudor Investment Corp Et Al | 4,187 | $543.0K | 0.01% | −34,952−89.3% | Reduced |
| Vicus Capital | 4,186 | $543.0K | 0.06% | −663−13.7% | Reduced |
| Hanson & Doremus Investment Management | 4,196 | $544.0K | 0.14% | −40−0.9% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 4,200 | $545.0K | 0.27% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 4,199 | $545.0K | 0.77% | +64+1.5% | Added |
| Consolidated Planning Corp | 4,216 | $547.0K | 0.17% | −20−0.5% | Reduced |
| Balboa Wealth Partners | 4,220 | $547.0K | 0.24% | +4,220 | New |
| Tiemann Investment Advisors, LLC | 4,225 | $548.0K | 0.36% | +187+4.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,230 | $548.0K | 0.32% | −73−3.2% | Reduced |
| PAX Financial Group, LLC | 4,231 | $549.0K | 0.14% | −90−2.1% | Reduced |
| Paragon Capital Management Ltd | 4,232 | $549.0K | 0.16% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,229 | $549.0K | 0.10% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,242 | $550.0K | 0.31% | +426+11.2% | Added |
| Ellenbecker Investment Group | 4,249 | $551.0K | 0.17% | +370+9.5% | Added |
| Titleist Asset Management, Ltd. | 4,258 | $552.0K | 0.13% | −211−4.7% | Reduced |
| Auxano Advisors, LLC | 4,264 | $553.0K | 0.25% | +1,383+48.0% | Added |
| Intrua Financial, LLC | 4,270 | $554.0K | 0.15% | −2,891−40.4% | Reduced |
| Crestwood Advisors Group LLC | 4,272 | $554.0K | 0.02% | −295−6.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 4,285 | $556.0K | 0.07% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 4,288 | $556.0K | 0.34% | +12+0.3% | Added |
| Heck Capital Advisors, LLC | 4,316 | $559.8K | 0.12% | +76+1.8% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,314 | $560.0K | 0.16% | −275−6.0% | Reduced |
| Marino, Stram & Associates LLC | 4,316 | $560.0K | 0.20% | +31+0.7% | Added |
| Copperwynd Financial, LLC | 4,337 | $563.0K | 0.32% | −111−2.5% | Reduced |
| Morris Retirement Advisors, LLC | 4,351 | $563.0K | 0.48% | +4,351 | New |
| Inverness Counsel LLC | 4,352 | $564.0K | 0.03% | −445−9.3% | Reduced |
| Miracle Mile Advisors, LLC | 4,352 | $564.0K | 0.03% | +120+2.8% | Added |
| Newman Dignan & Sheerar, Inc. | 4,349 | $564.0K | 0.21% | +140+3.3% | Added |
| Central Bank & Trust Co | 4,358 | $565.0K | 0.12% | +162+3.9% | Added |
| Indiana Trust & Investment Management CO | 4,378 | $568.0K | 0.34% | −300−6.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,388 | $569.0K | 0.05% | +261+6.3% | Added |
| RMB Capital Management, LLC | 4,398 | $570.0K | 0.02% | −80−1.8% | Reduced |
| V2 Financial group LLC | 4,412 | $572.2K | 0.50% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 4,418 | $573.0K | 0.88% | +10.0% | Added |
| ZWJ Investment Counsel Inc | 4,429 | $574.0K | 0.04% | −41−0.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,443 | $577.0K | 0.03% | +68+1.6% | Added |
| Townsend Asset Management Corp | 4,454 | $578.0K | 0.33% | 00.0% | Unchanged |