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 |
|---|---|---|---|---|---|
| Hilton Capital Management, LLC | 96,301 | $12.5M | 1.64% | −68,763−41.7% | Reduced |
| South State Corp. | 95,828 | $12.4M | 1.24% | −2,926−3.0% | Reduced |
| FineMark National Bank & Trust | 95,584 | $12.4M | 0.62% | −1,167−1.2% | Reduced |
| Atria Investments LLC | 95,234 | $12.4M | 0.27% | +10,166+12.0% | Added |
| Managed Asset Portfolios, LLC | 94,690 | $12.3M | 2.18% | +16,813+21.6% | Added |
| Advisors Capital Management, LLC | 88,718 | $12.3M | 0.33% | +44,522+100.7% | Added |
| Swiss Life Asset Management Ltd | 94,346 | $12.2M | 0.21% | +3,397+3.7% | Added |
| Simmons Bank | 93,614 | $12.1M | 1.13% | +3,103+3.4% | Added |
| Aptus Capital Advisors, LLC | 93,225 | $12.1M | 0.39% | +42,719+84.6% | Added |
| Van Hulzen Asset Management, LLC | 92,788 | $12.0M | 1.49% | +11,079+13.6% | Added |
| Banco Santander, S.A. | 92,380 | $12.0M | 0.16% | +34,423+59.4% | Added |
| Exchange Traded Concepts, LLC | 91,611 | $11.9M | 0.39% | −32,651−26.3% | Reduced |
| Louisiana State Employees Retirement System | 91,200 | $11.8M | 0.35% | +2,300+2.6% | Added |
| Sonora Investment Management Group, LLC | 96,582 | $11.7M | 1.51% | +80+0.1% | Added |
| Staley Capital Advisers Inc | 90,439 | $11.7M | 0.75% | +195+0.2% | Added |
| First Nebraska Trust Co | 89,878 | $11.7M | 1.67% | +7,852+9.6% | Added |
| Cambridge Trust Co | 89,870 | $11.7M | 0.55% | −3,279−3.5% | Reduced |
| Cutler Investment Counsel LLC | 88,177 | $11.4M | 1.90% | −211−0.2% | Reduced |
| LGT Group Foundation | 88,033 | $11.4M | 0.45% | −89,037−50.3% | Reduced |
| Edge Wealth Management LLC | 87,007 | $11.4M | 2.52% | +1,628+1.9% | Added |
| Jones Road Capital Management, L.P. | 87,000 | $11.3M | 9.72% | 00.0% | Unchanged |
| Marco Investment Management LLC | 86,703 | $11.2M | 1.43% | +2,082+2.5% | Added |
| Guardian Capital Advisors LP | 85,709 | $11.2M | 1.40% | −2,020−2.3% | Reduced |
| Fiduciary Group LLC | 78,761 | $11.2M | 1.45% | −584−0.7% | Reduced |
| Stillwater Capital Advisors, LLC | 86,303 | $11.2M | 2.55% | −4,174−4.6% | Reduced |
| TCTC Holdings, LLC | 86,164 | $11.2M | 0.48% | +119+0.1% | Added |
| MAI Capital Management | 85,850 | $11.1M | 0.21% | +2,414+2.9% | Added |
| Venturi Wealth Management, LLC | 85,507 | $11.1M | 1.07% | −2,058−2.4% | Reduced |
| LMCG Investments, LLC | 85,380 | $11.1M | 0.81% | −1,069−1.2% | Reduced |
| Prospera Financial Services Inc | 85,307 | $11.1M | 0.58% | +1,070+1.3% | Added |
| Atwood & Palmer Inc | 85,282 | $11.1M | 1.10% | +1,810+2.2% | Added |
| Toroso Investments, LLC | 85,259 | $11.1M | 0.46% | +32,472+61.5% | Added |
| Dodge & Cox | 85,190 | $11.0M | 0.01% | −275−0.3% | Reduced |
| Edge Capital Group, LLC | 85,064 | $11.0M | 0.91% | +63,016+285.8% | Added |
| Metropolitan Life Insurance Co | 84,863 | $11.0M | 0.52% | +301+0.4% | Added |
| Cinctive Capital Management LP | 84,122 | $10.9M | 0.50% | +84,122 | New |
| Moors & Cabot, Inc. | 84,008 | $10.9M | 0.83% | −5,884−6.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 83,782 | $10.9M | 1.99% | +6,042+7.8% | Added |
| Stonebridge Capital Advisors LLC | 83,547 | $10.8M | 1.39% | +2,363+2.9% | Added |
| Meitav Dash Investments Ltd | 81,750 | $10.8M | 0.19% | −100−0.1% | Reduced |
| James Investment Research Inc | 83,337 | $10.8M | 1.54% | −10,686−11.4% | Reduced |
| Forbes J M & Co LLP | 83,307 | $10.8M | 1.69% | +959+1.2% | Added |
| ARS Wealth Advisors Group, LLC | 83,105 | $10.8M | 1.65% | −3,628−4.2% | Reduced |
| Hamel Associates, Inc. | 82,701 | $10.7M | 4.24% | −350.0% | Reduced |
| Sequoia Financial Advisors, LLC | 82,544 | $10.7M | 0.34% | +7,054+9.3% | Added |
| Wesbanco Bank Inc | 82,110 | $10.7M | 0.72% | −7,909−8.8% | Reduced |
| Easterly Investment Partners LLC | 81,854 | $10.6M | 1.02% | +22,243+37.3% | Added |
| Farmers Trust Co | 81,640 | $10.6M | 2.65% | −821−1.0% | Reduced |
| First National Bank of Omaha | 81,464 | $10.6M | 0.69% | −3,121−3.7% | Reduced |
| CSM Advisors, LLC | 80,601 | $10.5M | 1.16% | −7,555−8.6% | Reduced |
| Parthenon LLC | 80,490 | $10.4M | 1.88% | +1,790+2.3% | Added |
| Ziegler Capital Management, LLC | 80,370 | $10.4M | 0.46% | −3,561−4.2% | Reduced |
| Montag A & Associates Inc | 80,308 | $10.4M | 0.72% | +411+0.5% | Added |
| Canal Insurance CO | 80,000 | $10.4M | 3.11% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 79,065 | $10.3M | 0.36% | −520−0.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 78,995 | $10.2M | 3.72% | −3,054−3.7% | Reduced |
| Mark Stevens | 78,337 | $10.2M | 1.42% | −5,563−6.6% | Reduced |
| Brookstone Capital Management | 77,254 | $10.1M | 0.23% | −2,152−2.7% | Reduced |
| Segment Wealth Management, LLC | 77,706 | $10.1M | 1.26% | +4,111+5.6% | Added |
| Lee Danner & Bass Inc | 77,531 | $10.1M | 1.06% | −677−0.9% | Reduced |
| Boston Private Wealth LLC | 77,455 | $10.0M | 0.15% | +6,874+9.7% | Added |
| WS Management LLLP | 76,768 | $9.96M | 1.77% | 00.0% | Unchanged |
| Lynch & Associates | 76,347 | $9.90M | 2.90% | −1,817−2.3% | Reduced |
| Brown Brothers Harriman & Co | 75,991 | $9.86M | 0.09% | −1,281−1.7% | Reduced |
| Tompkins Financial Corp | 75,968 | $9.85M | 1.66% | +247+0.3% | Added |
| Segall Bryant & Hamill, LLC | 75,913 | $9.85M | 0.12% | −484−0.6% | Reduced |
| CCM Investment Advisers LLC | 75,915 | $9.85M | 1.68% | −1,682−2.2% | Reduced |
| HB Wealth Management, LLC | 75,796 | $9.83M | 0.21% | +3,298+4.5% | Added |
| Great Lakes Advisors, LLC | 74,627 | $9.68M | 0.21% | −2,665−3.4% | Reduced |
| GDS Wealth Management | 74,613 | $9.68M | 2.15% | +14,266+23.6% | Added |
| Shelter Mutual Insurance Co | 74,372 | $9.65M | 3.12% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 74,205 | $9.62M | 0.17% | +34,960+89.1% | Added |
| Buckhead Capital Management LLC | 73,011 | $9.47M | 2.45% | +4,801+7.0% | Added |
| Hantz Financial Services, Inc. | 72,803 | $9.44M | 0.33% | +1,337+1.9% | Added |
| Candriam Luxembourg S.C.A. | 72,712 | $9.43M | 0.07% | +9,076+14.3% | Added |
| Kovitz Investment Group Partners, LLC | 72,407 | $9.39M | 0.22% | −1,941−2.6% | Reduced |
| New Mexico Educational Retirement Board | 71,793 | $9.31M | 0.50% | −6,600−8.4% | Reduced |
| Whitener Capital Management, Inc. | 71,119 | $9.22M | 4.36% | −810−1.1% | Reduced |
| Mastrapasqua Asset Management Inc | 70,748 | $9.18M | 1.33% | +292+0.4% | Added |
| BKD Wealth Advisors, LLC | 70,327 | $9.12M | 0.37% | −1,124−1.6% | Reduced |
| RiverFront Investment Group, LLC | 65,179 | $9.01M | 0.34% | −4,125−6.0% | Reduced |
| Foster & Motley Inc | 69,028 | $8.95M | 0.85% | −2,746−3.8% | Reduced |
| Tower Bridge Advisors | 68,951 | $8.94M | 0.79% | −1,107−1.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 67,853 | $8.94M | 1.30% | +3,560+5.5% | Added |
| Ashfield Capital Partners, LLC | 68,834 | $8.93M | 0.75% | −1,218−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 68,764 | $8.92M | 0.52% | +5,083+8.0% | Added |
| CBOE Vest Financial, LLC | 68,676 | $8.91M | 1.69% | +8,509+14.1% | Added |
| Callahan Advisors, LLC | 67,832 | $8.80M | 1.26% | −257−0.4% | Reduced |
| JustInvest LLC | 67,646 | $8.77M | 0.40% | +21,940+48.0% | Added |
| Osborne Partners Capital Management, LLC | 67,634 | $8.77M | 0.73% | +375+0.6% | Added |
| Itau Unibanco Holding S.A. | 67,363 | $8.74M | 0.35% | +26,621+65.3% | Added |
| CV Advisors LLC | 67,134 | $8.71M | 8.56% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 66,813 | $8.67M | 1.33% | −1,088−1.6% | Reduced |
| Dowling & Yahnke LLC | 66,573 | $8.63M | 0.40% | +484+0.7% | Added |
| Brandywine Global Investment Management, LLC | 65,981 | $8.56M | 0.08% | +3,332+5.3% | Added |
| Webster Bank, N. A. | 65,452 | $8.49M | 1.23% | +301+0.5% | Added |
| American National Bank | 65,224 | $8.46M | 2.02% | +1,593+2.5% | Added |
| Clifford Swan Investment Counsel LLC | 65,065 | $8.44M | 0.40% | −828−1.3% | Reduced |
| Allen Investment Management LLC | 64,990 | $8.43M | 0.15% | +178+0.3% | Added |
| CWA Asset Management Group, LLC | 64,895 | $8.42M | 0.81% | +3,424+5.6% | Added |