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; 4,426 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
- 2,608
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 64,873 | $8.41M | 2.27% | −121−0.2% | Reduced |
| Arvest Trust Co N A | 64,696 | $8.39M | 0.58% | +482+0.8% | Added |
| City Holding Co | 64,113 | $8.31M | 1.65% | −190.0% | Reduced |
| Patten & Patten Inc | 64,039 | $8.31M | 0.79% | +2,446+4.0% | Added |
| Polar Capital Holdings Plc | 63,742 | $8.27M | 0.07% | +9,453+17.4% | Added |
| Greenline Partners, LLC | 63,588 | $8.25M | 1.88% | −159−0.2% | Reduced |
| Monarch Capital Management Inc | 63,359 | $8.22M | 2.68% | −1,808−2.8% | Reduced |
| Dorchester Wealth Management Co | 62,800 | $8.14M | 1.80% | +935+1.5% | Added |
| Te Ahumairangi Investment Management Ltd | 62,789 | $8.14M | 1.38% | −9,180−12.8% | Reduced |
| Parsec Financial Management, Inc. | 62,451 | $8.10M | 0.41% | −3,228−4.9% | Reduced |
| Northern Oak Wealth Management Inc | 62,347 | $8.09M | 1.21% | +591+1.0% | Added |
| Oak Harvest Investment Services | 62,056 | $8.05M | 2.15% | +1,107+1.8% | Added |
| Adams Asset Advisors, LLC | 61,433 | $7.97M | 1.24% | +668+1.1% | Added |
| Northwest & Ethical Investments L.P. | 60,854 | $7.89M | 0.32% | −37,220−38.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 60,795 | $7.88M | 0.76% | −3,097−4.8% | Reduced |
| Motco | 60,621 | $7.86M | 0.62% | +1,838+3.1% | Added |
| Banque Cantonale Vaudoise | 60,411 | $7.83M | 0.45% | −229−0.4% | Reduced |
| Greystone Financial Group, LLC | 60,183 | $7.81M | 2.65% | −535−0.9% | Reduced |
| Parkside Investments, LLC | 59,887 | $7.77M | 1.67% | +256+0.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 59,585 | $7.73M | 0.04% | −40,700−40.6% | Reduced |
| Seeyond | 59,365 | $7.70M | 0.93% | +1,498+2.6% | Added |
| AlphaStar Capital Management, LLC | 59,282 | $7.69M | 0.83% | +9,310+18.6% | Added |
| New England Asset Management Inc | 59,229 | $7.68M | 0.13% | +4,094+7.4% | Added |
| St Germain D J Co Inc | 62,912 | $7.65M | 0.51% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 58,702 | $7.61M | 0.77% | −2,036−3.4% | Reduced |
| Freemont Management S.A. | 58,600 | $7.60M | 1.39% | −1,400−2.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 58,532 | $7.59M | 0.14% | +840+1.5% | Added |
| Advisor Partners II, LLC | 58,075 | $7.53M | 0.57% | +58,075 | New |
| Adviser Investments LLC | 57,960 | $7.52M | 0.53% | +993+1.7% | Added |
| LS Investment Advisors, LLC | 57,830 | $7.50M | 1.52% | +2,715+4.9% | Added |
| Trexquant Investment LP | 57,099 | $7.41M | 0.26% | −21,591−27.4% | Reduced |
| Cresset Asset Management, LLC | 56,895 | $7.38M | 0.09% | −17,556−23.6% | Reduced |
| Cetera Advisors LLC | 56,641 | $7.35M | 0.19% | −4,590−7.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 56,173 | $7.29M | 0.51% | −25,002−30.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 56,037 | $7.27M | 0.35% | −2,303−3.9% | Reduced |
| Sigma Planning Corp | 56,007 | $7.26M | 0.28% | +1,782+3.3% | Added |
| Covington Capital Management | 55,731 | $7.23M | 0.31% | +148+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 55,618 | $7.21M | 0.36% | −1,149−2.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 55,371 | $7.18M | 1.92% | +575+1.0% | Added |
| Burney Co | 55,340 | $7.18M | 0.40% | −118−0.2% | Reduced |
| First Manhattan Co | 55,174 | $7.16M | 0.03% | −100−0.2% | Reduced |
| GFS Advisors, LLC | 55,143 | $7.15M | 1.72% | −12,110−18.0% | Reduced |
| Erste Asset Management GmbH | 54,689 | $7.11M | 0.16% | −15,232−21.8% | Reduced |
| Pacific Global Investment Management CO | 54,823 | $7.11M | 1.73% | +273+0.5% | Added |
| Keb Asset Management, LLC | 54,527 | $7.07M | 4.51% | −5,935−9.8% | Reduced |
| Woodline Partners LP | 54,376 | $7.05M | 0.10% | +54,376 | New |
| Marietta Wealth Management, LLC | 54,203 | $7.03M | 1.75% | +757+1.4% | Added |
| TLW Wealth Management, LLC | 54,025 | $7.01M | 6.11% | −7,960−12.8% | Reduced |
| American Assets Investment Management, LLC | 54,000 | $7.00M | 0.91% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 53,986 | $7.00M | 0.73% | −1,439−2.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 53,602 | $6.95M | 0.35% | −701−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 53,553 | $6.95M | 1.72% | 00.0% | Unchanged |
| Gabelli Funds LLC | 53,500 | $6.94M | 0.06% | −125−0.2% | Reduced |
| Valicenti Advisory Services Inc | 53,409 | $6.93M | 2.53% | +2,540+5.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 53,348 | $6.92M | 0.05% | +44,791+523.4% | Added |
| Physicians Financial Services, Inc. | 53,117 | $6.89M | 3.33% | −436−0.8% | Reduced |
| Bright Rock Capital Management, LLC | 53,000 | $6.87M | 1.93% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 52,942 | $6.87M | 0.17% | −12,173−18.7% | Reduced |
| Charter Trust Co | 52,758 | $6.84M | 0.59% | +1,263+2.5% | Added |
| Waters Parkerson & Co., LLC | 52,455 | $6.80M | 0.46% | −205−0.4% | Reduced |
| Avitas Wealth Management LLC | 52,187 | $6.77M | 1.55% | −10,996−17.4% | Reduced |
| Horizon Investments, LLC | 52,140 | $6.76M | 0.21% | +7,209+16.0% | Added |
| Spire Wealth Management | 52,119 | $6.76M | 0.41% | −24,913−32.3% | Reduced |
| One Capital Management, LLC | 51,873 | $6.73M | 0.40% | +1,357+2.7% | Added |
| Colonial Trust Advisors | 51,792 | $6.72M | 0.91% | +2,540+5.2% | Added |
| RBF Capital, LLC | 51,774 | $6.71M | 0.57% | 00.0% | Unchanged |
| Auxier Asset Management | 51,732 | $6.71M | 1.29% | −225−0.4% | Reduced |
| Fiduciary Trust Co | 51,709 | $6.71M | 0.15% | −147−0.3% | Reduced |
| Allstate Corp | 51,649 | $6.70M | 0.19% | +5,670+12.3% | Added |
| First American Bank | 51,499 | $6.68M | 0.70% | +838+1.7% | Added |
| Executive Wealth Management, LLC | 6,656 | $6.66M | 0.95% | −41,890−86.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 51,082 | $6.63M | 0.61% | +3,117+6.5% | Added |
| Clearline Capital LP | 51,040 | $6.62M | 0.92% | +51,040 | New |
| GHP Investment Advisors, Inc. | 50,929 | $6.61M | 0.51% | +2,326+4.8% | Added |
| American Portfolios Advisors | 50,865 | $6.60M | 0.28% | −2,358−4.4% | Reduced |
| Heritage Trust Co | 50,685 | $6.57M | 1.15% | +316+0.6% | Added |
| Legacy Private Trust Co. | 50,574 | $6.56M | 0.62% | −8,778−14.8% | Reduced |
| Bridgecreek Investment Management, LLC | 50,565 | $6.56M | 1.40% | +750+1.5% | Added |
| Allied Investment Advisors, LLC | 50,406 | $6.54M | 2.44% | +2,035+4.2% | Added |
| Thoroughbred Financial Services, LLC | 50,155 | $6.50M | 1.24% | +316+0.6% | Added |
| Mattern Capital Management, LLC | 50,065 | $6.49M | 1.35% | +577+1.2% | Added |
| Marble Harbor Investment Counsel, LLC | 49,992 | $6.48M | 0.99% | +100+0.2% | Added |
| Kingsview Wealth Management, LLC | 49,821 | $6.46M | 0.31% | +6,212+14.2% | Added |
| Leavell Investment Management, Inc. | 49,813 | $6.46M | 0.51% | +210+0.4% | Added |
| Stratos Wealth Partners, LTD. | 49,667 | $6.44M | 0.18% | −5,326−9.7% | Reduced |
| Headinvest, LLC | 49,405 | $6.41M | 1.54% | −113−0.2% | Reduced |
| Keeler Thomas Management LLC | 49,333 | $6.40M | 3.25% | +11,984+32.1% | Added |
| GAM Holding AG | 49,286 | $6.39M | 0.49% | −113−0.2% | Reduced |
| Ascent Wealth Partners, LLC | 49,110 | $6.37M | 1.52% | −3,155−6.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 48,998 | $6.36M | 0.19% | −29,920−37.9% | Reduced |
| Ascent Group, LLC | 44,527 | $6.34M | 0.77% | +8,873+24.9% | Added |
| Atwater Malick LLC | 48,835 | $6.33M | 3.54% | +1,502+3.2% | Added |
| Old National Bancorp | 48,769 | $6.33M | 0.21% | −840−1.7% | Reduced |
| Conning Inc. | 48,575 | $6.30M | 0.22% | −11,364−19.0% | Reduced |
| Toth Financial Advisory Corp | 48,192 | $6.25M | 1.13% | −269−0.6% | Reduced |
| Quantinno Capital Management LP | 48,161 | $6.25M | 0.80% | +6,652+16.0% | Added |
| Barbara Oil Co. | 48,000 | $6.23M | 3.42% | 00.0% | Unchanged |
| Cardinal Capital Management | 47,939 | $6.22M | 1.47% | +901+1.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 51,132 | $6.22M | 0.43% | 00.0% | Unchanged |
| First Personal Financial Services | 47,557 | $6.17M | 1.79% | −117−0.2% | Reduced |