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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 4,467 | $579.0K | 0.30% | −817−15.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,464 | $579.0K | 0.43% | +189+4.4% | Added |
| Grant/GrossMendelsohn, LLC | 4,137 | $579.0K | 0.31% | +8+0.2% | Added |
| High Falls Advisors, Inc | 4,483 | $581.0K | 0.19% | −366−7.5% | Reduced |
| South Shore Capital Advisors | 4,483 | $581.0K | 1.37% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,482 | $581.0K | 0.03% | +1,913+74.5% | Added |
| Carlson Capital Management | 4,498 | $583.0K | 0.05% | −20.0% | Reduced |
| Peak Planning Group, LLC | 4,503 | $583.9K | 0.54% | +1,617+56.0% | Added |
| Howard Capital Management Group, LLC | 4,508 | $585.0K | 0.07% | 00.0% | Unchanged |
| Fulcrum Equity Management | 4,511 | $585.0K | 0.50% | +19+0.4% | Added |
| Cooper Financial Group | 4,534 | $588.0K | 0.21% | +33+0.7% | Added |
| Hendershot Investments Inc. | 4,541 | $589.0K | 0.11% | −500−9.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,551 | $590.0K | 0.22% | +322+7.6% | Added |
| Aspire Private Capital, LLC | 4,562 | $592.0K | 0.23% | −269−5.6% | Reduced |
| Columbus Macro, LLC | 4,582 | $594.0K | 0.24% | −65−1.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,591 | $595.0K | 0.00% | −1,600−25.8% | Reduced |
| Camden National Bank | 4,595 | $596.0K | 0.13% | −51−1.1% | Reduced |
| Journey Strategic Wealth LLC | 4,603 | $597.0K | 0.08% | +4,603 | New |
| Migdal Insurance & Financial Holdings Ltd. | 4,622 | $600.0K | 0.01% | −164−3.4% | Reduced |
| Keudell/Morrison Wealth Management | 4,631 | $601.0K | 0.22% | −22−0.5% | Reduced |
| First Dallas Securities Inc. | 4,649 | $603.0K | 0.41% | −299−6.0% | Reduced |
| Wulff, Hansen & Co. | 4,646 | $603.0K | 0.75% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 4,666 | $605.0K | 0.29% | +4,666 | New |
| Solstein Capital, LLC | 4,686 | $608.0K | 0.54% | −212−4.3% | Reduced |
| Lee Financial Co | 4,696 | $609.0K | 0.11% | +22+0.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 4,700 | $610.0K | 0.17% | +1,700+56.7% | Added |
| Optas, LLC | 4,703 | $610.0K | 0.27% | +4,703 | New |
| Aureus Asset Management, LLC | 4,725 | $613.0K | 0.05% | −2,460−34.2% | Reduced |
| Aspiriant, LLC | 4,725 | $613.0K | 0.03% | +713+17.8% | Added |
| GeoWealth Management, LLC | 4,742 | $614.0K | 0.07% | −611−11.4% | Reduced |
| CRA Financial Services, LLC | 4,736 | $614.0K | 0.22% | −88−1.8% | Reduced |
| N.E.W. Advisory Services LLC | 4,736 | $614.0K | 0.11% | +1,250+35.9% | Added |
| Asset Management Group, Inc. | 4,744 | $615.0K | 0.15% | +20+0.4% | Added |
| Capital Planning Advisors, LLC | 4,744 | $615.0K | 0.17% | +430+10.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,721 | $616.0K | 0.43% | +70+1.5% | Added |
| Moody Lynn & Lieberson, LLC | 4,770 | $619.0K | 0.06% | −414−8.0% | Reduced |
| Sheets Smith Wealth Management | 4,790 | $621.0K | 0.10% | −43−0.9% | Reduced |
| Austin Private Wealth, LLC | 4,809 | $624.0K | 0.13% | +96+2.0% | Added |
| Saxon Interests, Inc. | 4,697 | $624.0K | 0.38% | +12+0.3% | Added |
| Triangle Securities Wealth Management | 4,813 | $624.0K | 0.25% | +275+6.1% | Added |
| GYL Financial Synergies, LLC | 4,821 | $625.0K | 0.17% | +390+8.8% | Added |
| Axiom Financial Strategies, LLC | 4,835 | $627.0K | 0.33% | −67−1.4% | Reduced |
| Avestar Capital, LLC | 4,838 | $627.0K | 0.17% | −18−0.4% | Reduced |
| Annapolis Financial Services, LLC | 4,838 | $627.0K | 0.23% | +42+0.9% | Added |
| StrategIQ Financial Group, LLC | 4,842 | $628.0K | 0.08% | −1,195−19.8% | Reduced |
| Smith Shellnut Wilson LLC | 4,846 | $629.0K | 0.42% | +56+1.2% | Added |
| Personal Cfo Solutions, LLC | 4,848 | $629.0K | 0.16% | +261+5.7% | Added |
| Callan Capital, LLC | 4,857 | $630.0K | 0.10% | 00.0% | Unchanged |
| Investors Research Corp | 4,854 | $630.0K | 0.19% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,876 | $632.0K | 0.07% | +322+7.1% | Added |
| Oldfather Financial Services, LLC | 4,877 | $633.0K | 0.40% | −159−3.2% | Reduced |
| Boston Trust Walden Corp | 4,884 | $633.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4,901 | $635.6K | 0.45% | −232−4.5% | Reduced |
| Bayesian Capital Management, LP | 4,900 | $636.0K | 0.13% | +4,900 | New |
| MCF Advisors LLC | 4,911 | $637.0K | 0.07% | +101+2.1% | Added |
| Norwood Financial Corp | 4,940 | $641.0K | 1.13% | 00.0% | Unchanged |
| Gladius Capital Management LP | 4,944 | $642.0K | 0.11% | −112,903−95.8% | Reduced |
| Arden Trust Co | 4,952 | $642.0K | 0.16% | −1,153−18.9% | Reduced |
| Strong Tower Advisory Services | 4,950 | $642.0K | 0.38% | +158+3.3% | Added |
| Johnson Midwest Financial, LLC | 4,959 | $643.0K | 2.46% | +3+0.1% | Added |
| Asset Management Corp | 4,983 | $646.0K | 0.52% | −197−3.8% | Reduced |
| Summit Financial Group Inc | 4,993 | $648.0K | 0.27% | −75−1.5% | Reduced |
| Gleason Group, Inc. | 5,003 | $649.0K | 0.22% | +121+2.5% | Added |
| Veracity Capital LLC | 5,007 | $649.0K | 0.35% | +368+7.9% | Added |
| Foundation Resource Management Inc | 5,001 | $649.0K | 0.12% | +1,695+51.3% | Added |
| AXS Investments LLC | 5,015 | $650.0K | 0.25% | −797−13.7% | Reduced |
| Kore Private Wealth LLC | 5,014 | $650.0K | 0.12% | −448−8.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,009 | $650.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,016 | $651.0K | 0.15% | −120−2.3% | Reduced |
| Hills Bank & Trust Co | 5,038 | $654.0K | 0.10% | −528−9.5% | Reduced |
| Quent Capital, LLC | 5,044 | $654.0K | 0.14% | +195+4.0% | Added |
| PEAK6 Investments LLC | 5,047 | $655.0K | 0.02% | −49,594−90.8% | Reduced |
| DF Dent & Co Inc | 5,064 | $657.0K | 0.01% | −43−0.8% | Reduced |
| Glassman Wealth Services | 5,065 | $657.0K | 0.14% | +469+10.2% | Added |
| Engineers Gate Manager LP | 5,076 | $658.0K | 0.04% | −59,795−92.2% | Reduced |
| Cowa, LLC | 5,075 | $659.0K | 0.43% | +494+10.8% | Added |
| Davis R M Inc | 5,088 | $660.0K | 0.02% | −2,231−30.5% | Reduced |
| LCNB Corp | 5,100 | $661.0K | 0.36% | +112+2.2% | Added |
| WNY Asset Management, LLC | 5,125 | $664.0K | 0.24% | −338−6.2% | Reduced |
| Curbstone Financial Management Corp | 5,118 | $664.0K | 0.17% | −102−2.0% | Reduced |
| Everhart Financial Group, Inc. | 5,119 | $664.0K | 0.37% | +1,797+54.1% | Added |
| Compass Financial Advisors LLC | 5,127 | $665.0K | 0.99% | −819−13.8% | Reduced |
| Wimmer Associates 1, LLC | 4,675 | $665.0K | 0.44% | +326+7.5% | Added |
| CenterBook Partners LP | 5,141 | $667.0K | 0.13% | −5,827−53.1% | Reduced |
| Pflug Koory, LLC | 5,144 | $667.0K | 0.41% | −440−7.9% | Reduced |
| W Advisors, LLC | 5,135 | $667.0K | 0.62% | −5−0.1% | Reduced |
| Moseley Investment Management Inc | 5,162 | $670.0K | 0.49% | +788+18.0% | Added |
| Aspireon Wealth Advisors | 5,175 | $671.0K | 0.32% | −126−2.4% | Reduced |
| Fort Point Capital Partners LLC | 5,185 | $673.0K | 0.13% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 5,205 | $675.0K | 0.48% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 5,208 | $676.0K | 0.17% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5,214 | $676.0K | 0.58% | +5,209+104,180.0% | Added |
| Arkansas Financial Group, Inc. | 5,219 | $677.0K | 0.16% | −104−2.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,222 | $677.0K | 0.24% | +409+8.5% | Added |
| Crumly & Associates Inc. | 5,225 | $678.0K | 0.28% | −1,198−18.7% | Reduced |
| Castle Rock Wealth Management, LLC | 5,109 | $678.0K | 0.34% | −51−1.0% | Reduced |
| Keebeck Alpha, LP | 5,238 | $679.0K | 0.37% | −906−14.7% | Reduced |
| Nova R Wealth, Inc. | 5,238 | $679.0K | 0.55% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,248 | $681.0K | 0.05% | +1,214+30.1% | Added |
| Cahaba Wealth Management, Inc. | 5,264 | $682.0K | 0.09% | +305+6.2% | Added |