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 |
|---|---|---|---|---|---|
| Hixon Zuercher, LLC | 36,205 | $4.70M | 3.00% | +3,459+10.6% | Added |
| Wedbush Securities Inc | 38,735 | $4.69M | 0.26% | +320+0.8% | Added |
| Everence Capital Management Inc | 36,160 | $4.69M | 0.43% | +2,710+8.1% | Added |
| Csenge Advisory Group | 36,085 | $4.68M | 0.39% | +1,104+3.2% | Added |
| Investment Advisory Services Inc | 36,075 | $4.68M | 2.80% | +299+0.8% | Added |
| Hightower 6M Holding, LLC | 36,011 | $4.67M | 0.42% | −699−1.9% | Reduced |
| Fundamentun, LLC | 35,988 | $4.67M | 0.94% | −3,275−8.3% | Reduced |
| Alps Advisors Inc | 35,752 | $4.64M | 0.04% | −1,260−3.4% | Reduced |
| Plimoth Trust Co LLC | 35,732 | $4.63M | 1.60% | −217−0.6% | Reduced |
| Financial & Tax Architects, LLC | 35,633 | $4.62M | 1.73% | +3,044+9.3% | Added |
| Baugh & Associates, LLC | 35,158 | $4.56M | 3.23% | +3,838+12.3% | Added |
| Bahl & Gaynor Inc | 35,136 | $4.56M | 0.03% | −375−1.1% | Reduced |
| Scissortail Wealth Management, LLC | 32,309 | $4.55M | 2.36% | +4,489+16.1% | Added |
| Change Path, LLC | 34,992 | $4.54M | 0.27% | +6,759+23.9% | Added |
| Integrated Wealth Concepts LLC | 34,843 | $4.52M | 0.14% | +2,039+6.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 34,835 | $4.52M | 3.10% | −32,627−48.4% | Reduced |
| Busey Wealth Management | 34,738 | $4.51M | 0.22% | −44−0.1% | Reduced |
| Grassi Investment Management | 34,707 | $4.50M | 0.66% | 00.0% | Unchanged |
| Balentine LLC | 34,661 | $4.50M | 0.17% | +21,583+165.0% | Added |
| J.W. Cole Advisors, Inc. | 34,588 | $4.49M | 0.37% | +2,220+6.9% | Added |
| Empirical Finance, LLC | 34,308 | $4.45M | 0.53% | +5,608+19.5% | Added |
| Investment House LLC | 34,242 | $4.44M | 0.41% | +3,225+10.4% | Added |
| Perfromance Wealth Partners, LLC | 34,022 | $4.41M | 0.26% | +3,088+10.0% | Added |
| Ieq Capital, LLC | 33,838 | $4.39M | 0.12% | +18,046+114.3% | Added |
| Spinnaker Trust | 33,829 | $4.39M | 0.36% | +300+0.9% | Added |
| Wesleyan Assurance Society | 33,750 | $4.38M | 0.67% | +500+1.5% | Added |
| EFG Asset Management (Americas) Corp. | 33,224 | $4.33M | 1.09% | +6,625+24.9% | Added |
| Royal Fund Management, LLC | 33,356 | $4.33M | 0.80% | −73−0.2% | Reduced |
| Capital Investment Advisors, LLC | 33,261 | $4.31M | 0.15% | +397+1.2% | Added |
| Assetmark, Inc | 33,093 | $4.29M | 0.02% | +14,599+78.9% | Added |
| Western Wealth Management, LLC | 32,280 | $4.29M | 0.25% | +3,026+10.3% | Added |
| Meeder Asset Management Inc | 33,071 | $4.29M | 0.25% | +14,579+78.8% | Added |
| Strategic Wealth Partners, Ltd. | 33,051 | $4.29M | 0.91% | +152+0.5% | Added |
| Baker Chad R | 33,000 | $4.28M | 1.22% | 00.0% | Unchanged |
| Jacobs & Co | 32,787 | $4.25M | 0.61% | +1,692+5.4% | Added |
| Redpoint Investment Management Pty Ltd | 32,767 | $4.25M | 0.63% | −3,690−10.1% | Reduced |
| Asset Planning Services Inc | 32,540 | $4.22M | 2.96% | −100−0.3% | Reduced |
| Chickasaw Capital Management LLC | 32,242 | $4.18M | 0.21% | −187−0.6% | Reduced |
| Tradewinds, LLC. | 31,787 | $4.12M | 3.00% | −354−1.1% | Reduced |
| William Allan, LLC | 31,448 | $4.08M | 3.77% | +593+1.9% | Added |
| Horrell Capital Management, Inc. | 31,305 | $4.06M | 1.48% | +251+0.8% | Added |
| Koshinski Asset Management, Inc. | 31,237 | $4.05M | 0.48% | +306+1.0% | Added |
| V Wealth Advisors LLC | 31,048 | $4.03M | 0.81% | −3,878−11.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 31,046 | $4.03M | 3.12% | +109+0.4% | Added |
| Washington Trust Advisors, Inc. | 30,941 | $4.01M | 0.38% | +156+0.5% | Added |
| Spring Capital Management, LLC | 30,834 | $4.00M | 3.80% | −227−0.7% | Reduced |
| Wendell David Associates Inc | 30,756 | $3.99M | 0.54% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 30,687 | $3.98M | 1.67% | −269−0.9% | Reduced |
| Venture Visionary Partners LLC | 30,573 | $3.96M | 0.32% | +1,243+4.2% | Added |
| United Capital Management of KS, Inc. | 30,486 | $3.95M | 1.85% | +766+2.6% | Added |
| Hamilton Point Investment Advisors, LLC | 30,477 | $3.95M | 1.20% | +994+3.4% | Added |
| Proficio Capital Partners LLC | 30,404 | $3.95M | 0.73% | +505+1.7% | Added |
| Field & Main Bank | 30,460 | $3.95M | 2.65% | −170−0.6% | Reduced |
| Acropolis Investment Management, LLC | 30,383 | $3.94M | 0.40% | +548+1.8% | Added |
| Moody National Bank Trust Division | 30,380 | $3.94M | 0.41% | +567+1.9% | Added |
| Regal Investment Advisors LLC | 30,380 | $3.94M | 0.42% | +550+1.8% | Added |
| Exeter Financial, LLC | 30,137 | $3.92M | 2.28% | +137+0.5% | Added |
| McGuire Investment Group, LLC | 30,199 | $3.92M | 0.89% | −490−1.6% | Reduced |
| Keel Point, LLC | 30,181 | $3.91M | 0.67% | +124+0.4% | Added |
| Red Door Wealth Management, LLC | 30,037 | $3.90M | 1.48% | +287+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,003 | $3.89M | 0.05% | −250−0.8% | Reduced |
| Berkshire Bank | 29,964 | $3.89M | 1.19% | −490−1.6% | Reduced |
| Glen Eagle Advisors, LLC | 29,907 | $3.88M | 1.13% | −4,909−14.1% | Reduced |
| Verition Fund Management LLC | 29,877 | $3.88M | 0.05% | −71,330−70.5% | Reduced |
| Mechanics Bank Trust Department | 29,823 | $3.87M | 0.73% | +280+0.9% | Added |
| Estabrook Capital Management | 29,772 | $3.86M | 0.72% | −61−0.2% | Reduced |
| Amarillo National Bank | 29,569 | $3.83M | 0.89% | +19,340+189.1% | Added |
| Strategy Asset Managers LLC | 29,510 | $3.83M | 1.04% | +2,750+10.3% | Added |
| Xcel Wealth Management, LLC | 29,431 | $3.82M | 1.42% | −14,652−33.2% | Reduced |
| Legacy Wealth Management, LLC | 29,424 | $3.82M | 2.58% | −3,015−9.3% | Reduced |
| Constitution Capital LLC | 29,404 | $3.81M | 2.55% | −7,475−20.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 29,398 | $3.81M | 0.21% | +2,491+9.3% | Added |
| YHB Investment Advisors, Inc. | 29,401 | $3.81M | 0.42% | +6,523+28.5% | Added |
| Laffer Tengler Investments | 29,293 | $3.80M | 1.40% | +1,111+3.9% | Added |
| Millennium Capital Advisors, LLC | 29,277 | $3.80M | 4.01% | −683−2.3% | Reduced |
| Annandale Capital, LLC | 29,125 | $3.78M | 1.39% | +10.0% | Added |
| Mutual Advisors, LLC | 29,104 | $3.77M | 0.20% | +10,675+57.9% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 28,507 | $3.77M | 0.87% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 29,018 | $3.76M | 0.96% | −1,134−3.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 28,993 | $3.76M | 1.59% | +67+0.2% | Added |
| Northcape Wealth Management, LLC | 28,772 | $3.73M | 1.33% | +28+0.1% | Added |
| Great Valley Advisor Group, Inc. | 28,766 | $3.73M | 0.21% | +400+1.4% | Added |
| RBA Wealth Management, LLC | 28,610 | $3.71M | 2.14% | +592+2.1% | Added |
| Rothschild Investment Corp | 28,374 | $3.68M | 0.36% | −387−1.3% | Reduced |
| SignalPoint Asset Management, LLC | 28,366 | $3.68M | 1.40% | −450−1.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 28,353 | $3.68M | 0.97% | −345−1.2% | Reduced |
| NBT Bank N A | 28,341 | $3.68M | 0.60% | −217−0.8% | Reduced |
| KG&L Capital Management,LLC | 28,337 | $3.67M | 2.08% | +2,027+7.7% | Added |
| Dividend Assets Capital, LLC | 28,308 | $3.67M | 0.84% | −2,898−9.3% | Reduced |
| Capital Analysts, LLC | 28,303 | $3.67M | 0.25% | +964+3.5% | Added |
| Proequities, Inc. | 28,287 | $3.67M | 0.35% | −929−3.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 28,283 | $3.67M | 1.13% | −170−0.6% | Reduced |
| Patton Albertson Miller Group, LLC | 28,223 | $3.66M | 0.79% | +1,258+4.7% | Added |
| Arete Wealth Advisors, LLC | 28,165 | $3.65M | 0.36% | +7,323+35.1% | Added |
| Windward Capital Management Co | 28,022 | $3.63M | 0.41% | +201+0.7% | Added |
| Bridges Investment Management Inc | 27,998 | $3.63M | 0.14% | −525−1.8% | Reduced |
| RFG Advisory, LLC | 25,404 | $3.63M | 0.21% | +1,393+5.8% | Added |
| Intact Investment Management Inc. | 27,900 | $3.62M | 0.12% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 27,813 | $3.61M | 1.43% | −8,378−23.1% | Reduced |
| Ritholtz Wealth Management | 27,810 | $3.61M | 0.19% | +20,694+290.8% | Added |