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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 47,470 | $6.16M | 0.40% | +5,690+13.6% | Added |
| Meridian Management Co | 47,427 | $6.15M | 2.45% | +319+0.7% | Added |
| Pittenger & Anderson Inc | 47,262 | $6.13M | 0.37% | +165+0.4% | Added |
| Community Bank, N.A. | 47,172 | $6.12M | 0.93% | +696+1.5% | Added |
| Griffin Asset Management, Inc. | 46,939 | $6.09M | 1.01% | −525−1.1% | Reduced |
| Cypress Capital Group | 46,820 | $6.07M | 1.01% | +880+1.9% | Added |
| Level Four Advisory Services, LLC | 46,664 | $6.05M | 0.59% | −30.0% | Reduced |
| Boston Research & Management Inc | 46,496 | $6.03M | 2.05% | +330+0.7% | Added |
| Gofen & Glossberg LLC | 46,299 | $6.00M | 0.17% | +290+0.6% | Added |
| Carret Asset Management, LLC | 46,273 | $6.00M | 0.90% | −239−0.5% | Reduced |
| Boston Partners | 45,997 | $5.97M | 0.01% | +336+0.7% | Added |
| Chemung Canal Trust Co | 45,935 | $5.96M | 1.49% | −62−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 45,829 | $5.94M | 1.84% | −5,063−9.9% | Reduced |
| Jacobi Capital Management LLC | 45,682 | $5.92M | 0.81% | +398+0.9% | Added |
| Bradley Foster & Sargent Inc | 45,404 | $5.89M | 0.16% | −1,891−4.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 45,398 | $5.89M | 0.25% | +42+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 45,380 | $5.89M | 0.98% | +1,167+2.6% | Added |
| Northwest Bancshares, Inc. | 45,317 | $5.88M | 1.37% | +803+1.8% | Added |
| Associated Banc-Corp | 45,266 | $5.87M | 0.27% | +449+1.0% | Added |
| WoodTrust Financial Corp | 45,222 | $5.87M | 1.32% | −23,623−34.3% | Reduced |
| Veritable, L.P. | 45,054 | $5.84M | 0.11% | +2,053+4.8% | Added |
| Caldwell Trust Co | 44,964 | $5.83M | 0.87% | +445+1.0% | Added |
| Andesa Financial Management Inc. | 44,875 | $5.83M | 2.04% | +22,861+103.8% | Added |
| Thompson Siegel & Walmsley LLC | 44,878 | $5.82M | 0.10% | −1,525−3.3% | Reduced |
| Ameliora Wealth Management Ltd. | 44,128 | $5.81M | 3.15% | +3,197+7.8% | Added |
| Schnieders Capital Management LLC | 44,616 | $5.79M | 1.53% | +13,309+42.5% | Added |
| Richard Bernstein Advisors LLC | 44,512 | $5.77M | 0.14% | 00.0% | Unchanged |
| United Fire Group Inc | 44,500 | $5.77M | 3.86% | 00.0% | Unchanged |
| Sitrin Capital Management LLC | 44,450 | $5.76M | 3.79% | +1,197+2.8% | Added |
| Bank of the West | 44,431 | $5.76M | 0.75% | −238−0.5% | Reduced |
| First Interstate Bank | 44,365 | $5.75M | 0.46% | +1,117+2.6% | Added |
| Roundview Capital LLC | 44,218 | $5.74M | 0.72% | −6,730−13.2% | Reduced |
| Signaturefd, LLC | 44,217 | $5.74M | 0.20% | +5,564+14.4% | Added |
| Graypoint LLC | 44,213 | $5.73M | 0.74% | +1,151+2.7% | Added |
| Wetherby Asset Management Inc | 44,029 | $5.71M | 0.40% | +3,552+8.8% | Added |
| IHT Wealth Management, LLC | 43,793 | $5.68M | 0.43% | +10,349+30.9% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 42,684 | $5.64M | 0.47% | 00.0% | Unchanged |
| Allworth Financial LP | 43,300 | $5.62M | 0.07% | +3,176+7.9% | Added |
| Terry L. Blaker | 43,264 | $5.61M | 0.56% | −12,380−22.2% | Reduced |
| Rafferty Asset Management, LLC | 43,207 | $5.60M | 0.06% | +40,882+1,758.4% | Added |
| Strategic Wealth Advisors Group, LLC | 43,122 | $5.59M | 0.24% | −2,488−5.5% | Reduced |
| J. Goldman & Co LP | 42,967 | $5.57M | 0.42% | +42,967 | New |
| Pinnacle Financial Partners Inc | 42,955 | $5.57M | 0.20% | +2,017+4.9% | Added |
| TownSquare Capital, LLC | 42,755 | $5.54M | 0.16% | +2,385+5.9% | Added |
| Goelzer Investment Management, Inc. | 42,689 | $5.54M | 0.55% | +4,506+11.8% | Added |
| Covington Investment Advisors Inc. | 42,644 | $5.53M | 1.43% | +1,415+3.4% | Added |
| Hayek Kallen Investment Management | 42,627 | $5.53M | 2.60% | +39+0.1% | Added |
| Iyo Bank, Ltd. | 42,540 | $5.52M | 2.96% | 00.0% | Unchanged |
| Woodstock Corp | 42,532 | $5.52M | 0.82% | +480+1.1% | Added |
| Weik Capital Management | 42,515 | $5.51M | 2.75% | −1,025−2.4% | Reduced |
| Addenda Capital Inc. | 42,449 | $5.51M | 0.25% | +42,449 | New |
| Shell Asset Management Co | 42,155 | $5.47M | 0.21% | −11,506−21.4% | Reduced |
| Buck Wealth Strategies, LLC | 33,897 | $5.42M | 2.54% | +33,897 | New |
| TD Private Client Wealth LLC | 41,733 | $5.41M | 0.28% | −413−1.0% | Reduced |
| JB Capital LLC | 41,474 | $5.38M | 0.59% | +30,756+287.0% | Added |
| Laurel Wealth Advisors LLC | 41,465 | $5.38M | 1.37% | +293+0.7% | Added |
| Stock Yards Bank & Trust Co | 41,310 | $5.36M | 0.23% | −2,728−6.2% | Reduced |
| Fragasso Group Inc. | 41,245 | $5.35M | 0.76% | +2,563+6.6% | Added |
| Veriti Management LLC | 40,991 | $5.32M | 0.78% | +148+0.4% | Added |
| Walker Asset Management, LLC | 40,881 | $5.30M | 4.77% | +17,101+71.9% | Added |
| Greenleaf Trust | 40,732 | $5.28M | 0.08% | +5,787+16.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 40,687 | $5.28M | 0.03% | +22,669+125.8% | Added |
| SFMG, LLC | 40,101 | $5.26M | 0.61% | +527+1.3% | Added |
| Mach-1 Financial Group, Inc. | 40,465 | $5.25M | 5.51% | −46−0.1% | Reduced |
| Cohen Klingenstein LLC | 40,300 | $5.23M | 0.28% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40,235 | $5.22M | 0.24% | +7,122+21.5% | Added |
| Trustmark National Bank Trust Department | 40,206 | $5.21M | 0.50% | −592−1.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 40,088 | $5.20M | 0.12% | +9,553+31.3% | Added |
| Nwi Management LP | 40,000 | $5.19M | 1.12% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $5.19M | 0.89% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 39,456 | $5.12M | 0.12% | +39,456 | New |
| JGP Wealth Management, LLC | 39,726 | $5.11M | 1.07% | +2,013+5.3% | Added |
| Resources Investment Advisors, LLC. | 39,255 | $5.09M | 0.19% | +4,769+13.8% | Added |
| MMBG Investment Advisors Co. | 39,000 | $5.06M | 0.68% | +920+2.4% | Added |
| Loomis Sayles & Co L P | 38,911 | $5.05M | 0.01% | −139,965−78.2% | Reduced |
| Fulton Bank, N.A. | 38,368 | $4.98M | 0.30% | +3,280+9.3% | Added |
| Cornerstone Wealth Group, LLC | 38,203 | $4.96M | 1.09% | +1,182+3.2% | Added |
| Family Management Corp | 38,096 | $4.94M | 1.33% | −1,910−4.8% | Reduced |
| Park Avenue Securities LLC | 38,013 | $4.93M | 0.10% | −430−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 37,769 | $4.90M | 0.13% | −29,000−43.4% | Reduced |
| Strategic Blueprint, LLC | 37,737 | $4.89M | 0.62% | +1,160+3.2% | Added |
| Advanced Asset Management Advisors Inc | 37,649 | $4.88M | 1.34% | +55+0.1% | Added |
| Hourglass Capital, LLC | 37,620 | $4.88M | 1.85% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 37,618 | $4.88M | 0.74% | +3,528+10.3% | Added |
| Pavion Blue Capital, LLC | 37,523 | $4.87M | 3.49% | +90.0% | Added |
| Community Bank & Trust, Waco, Texas | 37,498 | $4.86M | 1.73% | +339+0.9% | Added |
| Valeo Financial Advisors, LLC | 37,490 | $4.86M | 0.31% | +1,651+4.6% | Added |
| Eagle Asset Management Inc | 37,326 | $4.84M | 0.03% | −21,793−36.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 37,318 | $4.84M | 1.71% | −13,107−26.0% | Reduced |
| Ameritas Advisory Services, LLC | 37,251 | $4.83M | 0.29% | +6,459+21.0% | Added |
| Coston, McIsaac & Partners | 37,107 | $4.81M | 2.20% | +2,990+8.8% | Added |
| Opus Investment Management Inc | 37,000 | $4.80M | 1.12% | 00.0% | Unchanged |
| Leuthold Group, LLC | 36,923 | $4.79M | 0.72% | −495−1.3% | Reduced |
| King Wealth | 36,851 | $4.78M | 1.21% | −894−2.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 36,818 | $4.78M | 0.30% | +4,373+13.5% | Added |
| Cornerstone Wealth Management, LLC | 36,801 | $4.77M | 0.53% | +1,761+5.0% | Added |
| Little House Capital LLC | 36,477 | $4.73M | 2.52% | +4,998+15.9% | Added |
| Gifford Fong Associates | 36,400 | $4.72M | 1.17% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 36,286 | $4.71M | 0.10% | −721−1.9% | Reduced |
| Canal Capital Management, LLC | 36,212 | $4.70M | 1.37% | +3,993+12.4% | Added |