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 |
|---|---|---|---|---|---|
| Rocky Mountain Advisers, LLC | 18,606 | $2.41M | 3.14% | −69−0.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,474 | $2.40M | 0.07% | −1,000−5.1% | Reduced |
| Moreno Evelyn V | 18,433 | $2.39M | 1.08% | +14,983+434.3% | Added |
| Delta Financial Advisors LLC | 18,386 | $2.38M | 1.27% | +200+1.1% | Added |
| Altshuler Shaham Ltd | 17,920 | $2.37M | 0.06% | −1,499,346−98.8% | Reduced |
| C2C Wealth Management, LLC | 17,625 | $2.37M | 0.46% | −1,215−6.4% | Reduced |
| Fred Alger Management, LLC | 18,223 | $2.36M | 0.01% | +2,057+12.7% | Added |
| Summit Asset Management, LLC | 18,215 | $2.36M | 0.76% | −345−1.9% | Reduced |
| Beacon Financial Group | 17,838 | $2.36M | 0.37% | −167−0.9% | Reduced |
| Mendel Capital Management LLC | 18,105 | $2.35M | 2.76% | +511+2.9% | Added |
| Karp Capital Management Corp | 18,080 | $2.35M | 0.48% | +18,080 | New |
| AIMZ Investment Advisors, LLC | 18,047 | $2.34M | 1.18% | −174−1.0% | Reduced |
| Nations Financial Group Inc, | 18,031 | $2.34M | 0.34% | +121+0.7% | Added |
| Comgest Global Investors S.A.S. | 18,015 | $2.34M | 0.05% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 17,962 | $2.33M | 1.65% | −755−4.0% | Reduced |
| Flagship Harbor Advisors, LLC | 17,935 | $2.33M | 0.27% | −848−4.5% | Reduced |
| Cigna Investments Inc | 17,924 | $2.32M | 0.52% | −845−4.5% | Reduced |
| Diligent Investors, LLC | 17,917 | $2.32M | 0.83% | +20.0% | Added |
| Sompo Asset Management Co., Ltd. | 17,920 | $2.32M | 0.59% | +230+1.3% | Added |
| Summit X, LLC | 17,787 | $2.31M | 0.68% | +328+1.9% | Added |
| K.J. Harrison & Partners Inc | 17,275 | $2.31M | 0.82% | +9,081+110.8% | Added |
| Wills Financial Group, Inc. | 17,762 | $2.30M | 1.28% | −7,380−29.4% | Reduced |
| Geneva Capital Management LLC | 17,757 | $2.30M | 0.05% | −60.0% | Reduced |
| Harbor Investment Advisory, LLC | 17,755 | $2.30M | 0.38% | +286+1.6% | Added |
| Cumberland Partners Ltd | 17,749 | $2.30M | 0.24% | −175−1.0% | Reduced |
| Motley Fool Wealth Management, LLC | 17,710 | $2.30M | 0.15% | +410+2.4% | Added |
| Pacer Advisors, Inc. | 17,595 | $2.28M | 0.02% | −60,569−77.5% | Reduced |
| J. W. Coons Advisors, LLC | 17,581 | $2.28M | 0.86% | +500+2.9% | Added |
| Vickerman Investment Advisors, Inc. | 17,582 | $2.28M | 1.10% | +2,617+17.5% | Added |
| Mitchell Sinkler & Starr | 17,546 | $2.28M | 0.88% | −80.0% | Reduced |
| Roberts Glore & Co Inc | 17,506 | $2.27M | 0.81% | −425−2.4% | Reduced |
| Sumitomo Life Insurance Co | 17,502 | $2.27M | 0.10% | −2,193−11.1% | Reduced |
| Eads & Heald Wealth Management | 17,493 | $2.27M | 1.29% | +342+2.0% | Added |
| Archford Capital Strategies, LLC | 17,465 | $2.27M | 0.58% | +205+1.2% | Added |
| Trustcore Financial Services, LLC | 17,411 | $2.26M | 0.21% | −652−3.6% | Reduced |
| Citizens Financial Group Inc | 17,401 | $2.26M | 0.10% | +29+0.2% | Added |
| Convergence Investment Partners, LLC | 17,378 | $2.25M | 1.47% | −788−4.3% | Reduced |
| Northstar Group, Inc. | 17,372 | $2.25M | 0.68% | +77+0.4% | Added |
| Johnson Financial Group, Inc. | 15,956 | $2.25M | 0.21% | +3,612+29.3% | Added |
| Wambolt & Associates, LLC | 17,300 | $2.24M | 0.95% | −322−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 17,288 | $2.24M | 0.17% | +1,279+8.0% | Added |
| Miller Investment Management, LP | 17,269 | $2.24M | 0.47% | −60.0% | Reduced |
| Kinloch Capital, LLC | 17,247 | $2.24M | 1.48% | +704+4.3% | Added |
| West Branch Capital LLC | 17,218 | $2.23M | 1.39% | +322+1.9% | Added |
| JCIC Asset Management Inc. | 15,669 | $2.23M | 1.03% | −1,100−6.6% | Reduced |
| Octavia Wealth Advisors, LLC | 17,169 | $2.23M | 0.60% | +97+0.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,164 | $2.23M | 1.55% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 17,156 | $2.23M | 0.67% | +728+4.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,136 | $2.22M | 0.27% | −10,400−37.8% | Reduced |
| We Are One Seven, LLC | 17,094 | $2.22M | 0.21% | +1,142+7.2% | Added |
| Commerzbank Aktiengesellschaft | 17,058 | $2.21M | 0.16% | +4,475+35.6% | Added |
| Harvey Capital Management Inc | 17,050 | $2.21M | 0.96% | +400+2.4% | Added |
| Equitable Holdings, Inc. | 17,044 | $2.21M | 0.04% | +2,342+15.9% | Added |
| Integrated Advisors Network LLC | 16,999 | $2.21M | 0.15% | −2,962−14.8% | Reduced |
| Checchi Capital Advisers, LLC | 17,004 | $2.21M | 0.24% | +385+2.3% | Added |
| MV Capital Management, Inc. | 16,940 | $2.20M | 0.38% | −602−3.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,923 | $2.19M | 0.23% | +2,425+16.7% | Added |
| Cito Capital Group, LLC | 16,900 | $2.19M | 1.26% | +500+3.0% | Added |
| Bowen Hanes & Co Inc | 16,895 | $2.19M | 0.08% | −3,585−17.5% | Reduced |
| L & S Advisors Inc | 16,896 | $2.19M | 0.39% | +16,896 | New |
| Geneos Wealth Management Inc. | 16,817 | $2.18M | 0.15% | −26,613−61.3% | Reduced |
| Bessemer Securities LLC | 16,817 | $2.18M | 0.78% | −1,071−6.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 16,765 | $2.17M | 0.81% | −1,002−5.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 16,752 | $2.17M | 0.53% | +536+3.3% | Added |
| Dearborn Partners LLC | 16,708 | $2.17M | 0.10% | +32+0.2% | Added |
| Kensington Investment Counsel, LLC | 16,705 | $2.17M | 1.82% | +792+5.0% | Added |
| Orion Portfolio Solutions, LLC | 16,638 | $2.16M | 0.09% | +8,236+98.0% | Added |
| Naples Global Advisors, LLC | 16,582 | $2.15M | 0.30% | −270−1.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 16,481 | $2.14M | 0.76% | +558+3.5% | Added |
| Sterling Investment Advisors, Ltd. | 16,459 | $2.13M | 0.80% | +30.0% | Added |
| Freedom Day Solutions, LLC | 16,425 | $2.13M | 1.15% | −547−3.2% | Reduced |
| AllGen Financial Advisors, Inc. | 16,380 | $2.12M | 1.65% | −546−3.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 16,376 | $2.12M | 1.58% | +3,595+28.1% | Added |
| Rice Partnership, LLC | 16,355 | $2.12M | 0.68% | −12,957−44.2% | Reduced |
| Amussen Hunsaker Associates LLC | 16,348 | $2.12M | 0.60% | −691−4.1% | Reduced |
| Hollow Brook Wealth Management LLC | 16,275 | $2.11M | 1.20% | −26−0.2% | Reduced |
| Marshall Financial Group LLC | 16,257 | $2.11M | 0.89% | +469+3.0% | Added |
| Pinkerton Retirement Specialists, LLC | 16,250 | $2.11M | 0.81% | −805−4.7% | Reduced |
| Providence Wealth Advisors, LLC | 14,805 | $2.11M | 1.57% | −856−5.5% | Reduced |
| Northstar Asset Management LLC | 16,247 | $2.11M | 0.70% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 16,230 | $2.11M | 0.10% | +16,230 | New |
| First Hawaiian Bank | 16,205 | $2.10M | 0.08% | −846−5.0% | Reduced |
| Equitable Trust Co | 16,156 | $2.10M | 0.17% | −535−3.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 15,872 | $2.08M | 1.38% | +1,547+10.8% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,037 | $2.08M | 1.53% | +200+1.3% | Added |
| Bryn Mawr Trust Co | 16,003 | $2.08M | 0.10% | −350−2.1% | Reduced |
| Maryland Capital Management | 15,956 | $2.07M | 0.17% | −346−2.1% | Reduced |
| Security National Bank of So Dak | 15,946 | $2.07M | 1.86% | −18−0.1% | Reduced |
| Anchor Investment Management, LLC | 15,818 | $2.05M | 0.32% | +410+2.7% | Added |
| Quadrant Capital Group LLC | 15,805 | $2.05M | 0.27% | +2,248+16.6% | Added |
| Page Arthur B | 15,787 | $2.05M | 2.14% | −281−1.7% | Reduced |
| Private Trust Co NA | 15,745 | $2.04M | 0.33% | +837+5.6% | Added |
| Beech Hill Advisors, Inc. | 15,711 | $2.04M | 1.17% | −22−0.1% | Reduced |
| Hodges Capital Management Inc. | 15,619 | $2.03M | 0.33% | −18,990−54.9% | Reduced |
| ARGI Investment Services, LLC | 15,621 | $2.03M | 0.07% | +527+3.5% | Added |
| Duncker Streett & Co Inc | 15,615 | $2.02M | 0.53% | −100−0.6% | Reduced |
| Bank of Stockton | 15,610 | $2.02M | 0.78% | +225+1.5% | Added |
| Ledyard National Bank | 15,607 | $2.02M | 0.26% | +380+2.5% | Added |
| Sculati Wealth Management, LLC | 15,572 | $2.02M | 1.19% | −709−4.4% | Reduced |
| NTV Asset Management LLC | 15,516 | $2.01M | 0.42% | −400−2.5% | Reduced |