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; 4,427 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
- 2,608
- +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
- 1,126 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 22,774 | $2.95M | 0.33% | −276−1.2% | Reduced |
| Herold Advisors, Inc. | 22,743 | $2.95M | 1.43% | +10.0% | Added |
| Bradley Mark J. | 22,736 | $2.95M | 2.73% | −65−0.3% | Reduced |
| 180 Wealth Advisors, LLC | 22,515 | $2.92M | 0.80% | +223+1.0% | Added |
| Independent Financial Group, LLC | 22,429 | $2.91M | 0.26% | −114−0.5% | Reduced |
| Capstone Triton Financial Group, LLC | 22,352 | $2.90M | 2.48% | +320+1.5% | Added |
| Capital Advisors Inc | 22,194 | $2.90M | 0.09% | −150−0.7% | Reduced |
| 55I, LLC | 22,297 | $2.89M | 0.08% | +12,551+128.8% | Added |
| Peninsula Asset Management Inc | 22,260 | $2.89M | 1.85% | −80−0.4% | Reduced |
| Point72 Hong Kong Ltd | 22,214 | $2.88M | 0.17% | −20,917−48.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 21,831 | $2.88M | 0.76% | +318+1.5% | Added |
| Smith, Moore & Co. | 22,198 | $2.88M | 0.44% | +3,746+20.3% | Added |
| Gladstone Institutional Advisory LLC | 22,183 | $2.88M | 0.22% | −7,220−24.6% | Reduced |
| Haverford Trust Co | 22,172 | $2.88M | 0.04% | +2,118+10.6% | Added |
| High Note Wealth, LLC | 20,409 | $2.87M | 1.15% | +641+3.2% | Added |
| 1st Source Bank | 22,118 | $2.87M | 0.21% | +377+1.7% | Added |
| Palisade Asset Management, LLC | 22,098 | $2.87M | 0.39% | +113+0.5% | Added |
| TCG Advisory Services, LLC | 22,019 | $2.86M | 0.86% | +4,310+24.3% | Added |
| CX Institutional | 22,009 | $2.85M | 0.20% | −11,883−35.1% | Reduced |
| Atlantic Union Bankshares Corp | 22,003 | $2.85M | 0.33% | +307+1.4% | Added |
| Centerstone Investors, LLC | 22,000 | $2.85M | 4.67% | −3,000−12.0% | Reduced |
| Appleton Partners Inc | 21,988 | $2.85M | 0.29% | +173+0.8% | Added |
| International Assets Investment Management, LLC | 21,975 | $2.85M | 0.61% | +2,699+14.0% | Added |
| Wealthspire Advisors, LLC | 21,934 | $2.85M | 0.06% | +114+0.5% | Added |
| Aries Wealth Management | 19,932 | $2.84M | 1.26% | +195+1.0% | Added |
| Citizens National Bank Trust Department | 21,757 | $2.82M | 0.87% | −175−0.8% | Reduced |
| Birinyi Associates Inc | 21,750 | $2.82M | 1.32% | +250+1.2% | Added |
| Metis Global Partners, LLC | 21,652 | $2.81M | 0.45% | −119−0.5% | Reduced |
| WC Walker & Associates, Inc. | 19,890 | $2.81M | 1.60% | −179−0.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,480 | $2.79M | 0.34% | −21,364−49.9% | Reduced |
| Stratos Wealth Advisors, LLC | 21,403 | $2.78M | 0.29% | −3,973−15.7% | Reduced |
| Bridge Creek Capital Management LLC | 21,380 | $2.77M | 1.19% | +422+2.0% | Added |
| Monument Capital Management | 21,362 | $2.77M | 1.04% | +5,193+32.1% | Added |
| Mogy Joel R Investment Counsel Inc | 21,337 | $2.77M | 0.29% | −800−3.6% | Reduced |
| Pensionfund Sabic | 21,300 | $2.76M | 0.97% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 21,274 | $2.76M | 0.36% | −740−3.4% | Reduced |
| Nvest Financial, LLC | 21,261 | $2.76M | 3.90% | −502−2.3% | Reduced |
| CFO4Life Group, LLC | 21,187 | $2.75M | 0.73% | −887−4.0% | Reduced |
| Hengehold Capital Management LLC | 21,130 | $2.74M | 0.42% | +61+0.3% | Added |
| Kovack Advisors, Inc. | 21,095 | $2.74M | 0.40% | −531−2.5% | Reduced |
| Capital Asset Advisory Services LLC | 21,008 | $2.73M | 0.35% | −1,127−5.1% | Reduced |
| Savant Capital, LLC | 20,972 | $2.72M | 0.08% | −89−0.4% | Reduced |
| Madden Securities Corp | 20,966 | $2.72M | 1.64% | −3,685−14.9% | Reduced |
| Two Sigma Securities, LLC | 20,964 | $2.72M | 0.39% | +16,456+365.0% | Added |
| Stokes Family Office, LLC | 20,927 | $2.71M | 0.39% | +3,471+19.9% | Added |
| Girard Partners Ltd. | 20,898 | $2.71M | 0.36% | +938+4.7% | Added |
| BDO Wealth Advisors, LLC | 20,882 | $2.71M | 0.36% | +299+1.5% | Added |
| Confluence Wealth Services, Inc. | 20,793 | $2.70M | 1.14% | −6,780−24.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 20,751 | $2.69M | 0.43% | −724−3.4% | Reduced |
| Benedict Financial Advisors Inc | 20,712 | $2.69M | 0.86% | −212−1.0% | Reduced |
| Hudson Capital Management LLC | 20,691 | $2.68M | 1.34% | +607+3.0% | Added |
| Snider Financial Group | 19,978 | $2.68M | 1.46% | +309+1.6% | Added |
| Symmetry Partners, LLC | 20,657 | $2.68M | 0.18% | −1,212−5.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 20,482 | $2.66M | 0.28% | +649+3.3% | Added |
| Vident Investment Advisory, LLC | 24,447 | $2.65M | 0.09% | −9,208−27.4% | Reduced |
| Meridian Investment Counsel Inc. | 20,412 | $2.65M | 1.18% | +167+0.8% | Added |
| Vectors Research Management, LLC | 20,398 | $2.65M | 0.75% | −150−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 20,355 | $2.64M | 0.10% | −1,145−5.3% | Reduced |
| Old Second National Bank of Aurora | 20,305 | $2.63M | 0.81% | −797−3.8% | Reduced |
| Advocate Group LLC | 20,195 | $2.62M | 0.65% | −424−2.1% | Reduced |
| Rossmore Private Capital | 20,175 | $2.62M | 0.47% | +231+1.2% | Added |
| Financial Advisory Service, Inc. | 20,158 | $2.62M | 0.29% | +1,990+11.0% | Added |
| Meritage Portfolio Management | 20,160 | $2.62M | 0.22% | +5,253+35.2% | Added |
| HNP Capital LLC | 20,137 | $2.61M | 0.75% | −125−0.6% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.61M | 2.97% | 00.0% | Unchanged |
| Citizens Business Bank | 20,115 | $2.61M | 0.64% | −3,043−13.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.59M | 0.71% | 00.0% | Unchanged |
| Colonial Trust Co | 19,901 | $2.58M | 0.82% | +19,901 | New |
| Silverleafe Capital Partners, LLC | 19,797 | $2.57M | 1.64% | +33+0.2% | Added |
| Bensler, LLC | 19,764 | $2.56M | 0.61% | +154+0.8% | Added |
| Garner Asset Management Corp | 19,662 | $2.55M | 1.36% | −2,327−10.6% | Reduced |
| Richelieu Gestion PLC | 19,650 | $2.55M | 3.04% | −4,794−19.6% | Reduced |
| HAP Trading, LLC | 19,616 | $2.54M | 0.33% | −1,670−7.8% | Reduced |
| Telos Capital Management, Inc. | 19,447 | $2.52M | 0.42% | +249+1.3% | Added |
| Burleson & Company, LLC | 19,427 | $2.52M | 0.55% | +1,041+5.7% | Added |
| Twin Capital Management Inc | 19,362 | $2.51M | 0.34% | −139−0.7% | Reduced |
| Benjamin Edwards Inc | 19,339 | $2.51M | 0.75% | −970−4.8% | Reduced |
| Bank Ozk | 19,315 | $2.50M | 1.36% | −730−3.6% | Reduced |
| Slow Capital, Inc. | 19,311 | $2.50M | 0.54% | −272−1.4% | Reduced |
| Leelyn Smith, LLC | 19,199 | $2.49M | 0.86% | −25,737−57.3% | Reduced |
| Hemenway Trust Co LLC | 19,112 | $2.48M | 0.29% | −377−1.9% | Reduced |
| Telemus Capital, LLC | 19,030 | $2.47M | 0.25% | −70.0% | Reduced |
| Thomasville National Bank | 18,973 | $2.46M | 0.30% | −1,144−5.7% | Reduced |
| Investment Partners, Ltd. | 18,977 | $2.46M | 0.73% | +9,463+99.5% | Added |
| Clarius Group, LLC | 18,962 | $2.46M | 0.25% | −37−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,954 | $2.46M | 0.60% | −2,291−10.8% | Reduced |
| Forum Financial Management, LP | 18,928 | $2.46M | 0.12% | +1,520+8.7% | Added |
| Cantor Fitzgerald, L. P. | 18,906 | $2.45M | 0.05% | −15,256−44.7% | Reduced |
| Outfitter Financial LLC | 18,870 | $2.45M | 2.40% | −10−0.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,865 | $2.45M | 0.94% | +1,883+11.1% | Added |
| Rehmann Capital Advisory Group | 18,859 | $2.45M | 0.27% | +484+2.6% | Added |
| Mattern Wealth Management LLC | 18,860 | $2.45M | 0.98% | +451+2.4% | Added |
| Transcend Wealth Collective, LLC | 18,861 | $2.45M | 0.27% | +534+2.9% | Added |
| Tiedemann Advisors, LLC | 18,831 | $2.44M | 0.15% | −93−0.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 18,763 | $2.43M | 1.50% | +226+1.2% | Added |
| World Equity Group, Inc. | 18,753 | $2.43M | 0.62% | −968−4.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,730 | $2.43M | 1.96% | −35−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,666 | $2.42M | 0.27% | +344+1.9% | Added |
| Wunderlich Capital Managemnt | 18,642 | $2.42M | 1.55% | +469+2.6% | Added |
| Waddell & Associates, LLC | 18,617 | $2.42M | 0.47% | −2,443−11.6% | Reduced |