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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 27,796 | $3.60M | 1.68% | +321+1.2% | Added |
| Capital City Trust Co | 27,774 | $3.60M | 1.26% | −207−0.7% | Reduced |
| Inscription Capital, LLC | 27,637 | $3.58M | 1.01% | −2,951−9.6% | Reduced |
| Asset Dedication, LLC | 27,207 | $3.54M | 0.39% | +27,207 | New |
| Sawtooth Solutions, LLC | 27,216 | $3.53M | 0.51% | +4,239+18.4% | Added |
| Diversified Trust Co | 27,212 | $3.53M | 0.16% | −1,729−6.0% | Reduced |
| Kavar Capital Partners Group, LLC | 27,167 | $3.52M | 0.90% | +932+3.6% | Added |
| Institutional & Family Asset Management, LLC | 27,162 | $3.52M | 0.63% | +622+2.3% | Added |
| Reuter James Wealth Management, LLC | 27,156 | $3.52M | 2.41% | −20.0% | Reduced |
| IFP Advisors, Inc | 47,424 | $3.52M | 0.10% | +3,775+8.6% | Added |
| Hall Capital Management Co Inc | 27,126 | $3.52M | 2.34% | +305+1.1% | Added |
| Horan Capital Advisors, LLC. | 27,126 | $3.52M | 1.70% | +561+2.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $3.52M | 2.77% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 26,911 | $3.49M | 0.03% | −750−2.7% | Reduced |
| Cordatus Wealth Management LLC | 26,895 | $3.49M | 3.68% | +547+2.1% | Added |
| Trust Co of Vermont | 26,878 | $3.49M | 0.28% | +3,883+16.9% | Added |
| Gamble Jones Investment Counsel | 26,857 | $3.48M | 0.28% | −70.0% | Reduced |
| Comerica Securities,inc. | 26,855 | $3.48M | 0.29% | +507+1.9% | Added |
| Ar Asset Management Inc | 26,800 | $3.48M | 1.04% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 26,760 | $3.47M | 0.08% | +117+0.4% | Added |
| Silvant Capital Management LLC | 26,753 | $3.47M | 0.24% | −239−0.9% | Reduced |
| Aaron Wealth Advisors | 26,755 | $3.47M | 0.64% | +7,648+40.0% | Added |
| Gamco Investors, Inc. Et Al | 26,668 | $3.46M | 0.04% | −1,006−3.6% | Reduced |
| LGT Fund Management Co Ltd. | 26,600 | $3.45M | 1.62% | −4,757−15.2% | Reduced |
| Quest Investment Management LLC | 26,580 | $3.45M | 0.43% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 26,559 | $3.44M | 0.15% | +620+2.4% | Added |
| Choate Investment Advisors | 26,475 | $3.43M | 0.23% | +2,500+10.4% | Added |
| Bank of Hawaii | 26,448 | $3.43M | 0.23% | −322−1.2% | Reduced |
| Financial Advisory Partners, LLC | 26,382 | $3.42M | 1.49% | +91+0.3% | Added |
| Blue Fin Capital, Inc. | 26,246 | $3.40M | 1.29% | −386−1.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 26,169 | $3.39M | 0.22% | −4,152−13.7% | Reduced |
| LaFleur & Godfrey LLC | 26,045 | $3.38M | 0.60% | +1,470+6.0% | Added |
| Clearstead Advisors, LLC | 26,037 | $3.38M | 0.31% | −550−2.1% | Reduced |
| Harrell Investment Partners, LLC | 25,977 | $3.37M | 1.41% | +1,063+4.3% | Added |
| Pathstone Family Office, LLC | 25,081 | $3.36M | 0.06% | +3,094+14.1% | Added |
| Radnor Capital Management, LLC | 25,850 | $3.35M | 0.97% | +300+1.2% | Added |
| ICA Group Wealth Management, LLC | 25,722 | $3.34M | 0.71% | +1,948+8.2% | Added |
| Profund Advisors LLC | 25,704 | $3.33M | 0.24% | +45+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 25,677 | $3.33M | 0.49% | +8,718+51.4% | Added |
| Lincoln National Corp | 25,674 | $3.33M | 0.08% | +536+2.1% | Added |
| Desjardins Global Asset Management Inc. | 25,612 | $3.32M | 0.42% | +258+1.0% | Added |
| NovaPoint Capital, LLC | 25,599 | $3.32M | 1.51% | −348−1.3% | Reduced |
| Diversified Investment Strategies, LLC | 25,560 | $3.31M | 2.73% | +70+0.3% | Added |
| Waldron Private Wealth LLC | 25,507 | $3.31M | 0.21% | +1,503+6.3% | Added |
| Meridian Wealth Management, LLC | 25,468 | $3.30M | 0.36% | +3,356+15.2% | Added |
| Arrow Financial Corp | 25,462 | $3.30M | 0.48% | −108−0.4% | Reduced |
| Corient Capital Partners, LLC | 27,151 | $3.30M | 0.25% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 25,446 | $3.30M | 0.15% | −1,607−5.9% | Reduced |
| EP Wealth Advisors, LLC | 25,374 | $3.29M | 0.07% | −3,536−12.2% | Reduced |
| Money Concepts Capital Corp | 25,236 | $3.27M | 0.19% | +15,967+172.3% | Added |
| All Terrain Financial Advisors, LLC | 25,094 | $3.25M | 1.75% | +237+1.0% | Added |
| HBK Sorce Advisory LLC | 25,091 | $3.25M | 0.22% | +5,506+28.1% | Added |
| AMG National Trust Bank | 25,050 | $3.25M | 0.12% | +4,026+19.1% | Added |
| Pensionmark Financial Group, LLC | 24,889 | $3.23M | 0.77% | +234+0.9% | Added |
| Wade G W & Inc | 24,879 | $3.23M | 0.16% | +1,884+8.2% | Added |
| Texas Yale Capital Corp. | 24,850 | $3.22M | 0.21% | +13+0.1% | Added |
| Moloney Securities Asset Management, LLC | 24,703 | $3.20M | 0.78% | −155−0.6% | Reduced |
| Keene & Associates, Inc. | 24,685 | $3.20M | 2.94% | +499+2.1% | Added |
| First Citizens Bank & Trust Co | 24,555 | $3.19M | 0.10% | +7,743+46.1% | Added |
| SevenBridge Financial Group, LLC | 24,519 | $3.18M | 1.08% | −187−0.8% | Reduced |
| Apollon Wealth Management, LLC | 24,502 | $3.18M | 0.26% | +328+1.4% | Added |
| Cloverfields Capital Group, LP | 24,336 | $3.16M | 1.07% | −372−1.5% | Reduced |
| Nomura Holdings Inc | 24,510 | $3.15M | 0.03% | −6,154−20.1% | Reduced |
| Riverview Capital Advisers, LLC | 24,210 | $3.14M | 1.97% | +60.0% | Added |
| Guardian Investment Management | 24,165 | $3.13M | 3.21% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 24,091 | $3.13M | 0.11% | +2,978+14.1% | Added |
| Hutner Capital Management Inc | 24,086 | $3.12M | 2.18% | −218−0.9% | Reduced |
| Mather Group, LLC. | 24,017 | $3.12M | 0.07% | +5,183+27.5% | Added |
| Woodmont Investment Counsel LLC | 24,002 | $3.11M | 0.39% | −305−1.3% | Reduced |
| Belpointe Asset Management LLC | 23,992 | $3.11M | 0.21% | −9,334−28.0% | Reduced |
| Robbins Farley LLC | 23,968 | $3.11M | 2.55% | −2,252−8.6% | Reduced |
| BFSG, LLC | 23,941 | $3.10M | 0.66% | −475−1.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 23,902 | $3.10M | 0.52% | −522−2.1% | Reduced |
| Adell Harriman & Carpenter Inc | 23,900 | $3.10M | 0.38% | −3,275−12.1% | Reduced |
| Berger Financial Group, Inc | 23,873 | $3.10M | 0.45% | +19,615+460.7% | Added |
| Sound View Wealth Advisors Group, LLC | 23,867 | $3.10M | 0.69% | +1,020+4.5% | Added |
| Beecher Investors Inc | 23,825 | $3.09M | 5.08% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 23,810 | $3.09M | 0.82% | +642+2.8% | Added |
| Paradigm Financial Partners, LLC | 23,427 | $3.08M | 0.96% | +224+1.0% | Added |
| FourThought Financial, LLC | 23,637 | $3.07M | 0.45% | +1,347+6.0% | Added |
| HM Capital Management, LLC | 23,628 | $3.06M | 1.83% | +30+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 23,579 | $3.06M | 0.26% | +684+3.0% | Added |
| Wealthcare Advisory Partners LLC | 23,539 | $3.05M | 0.17% | +3,307+16.3% | Added |
| Cullen Capital Management LLC | 23,518 | $3.05M | 0.03% | +206+0.9% | Added |
| Northwest Investment Counselors, LLC | 23,515 | $3.05M | 1.00% | +697+3.1% | Added |
| Summit Global Investments | 23,388 | $3.03M | 0.28% | −95,305−80.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,247 | $3.02M | 2.34% | +370+1.6% | Added |
| Means Investment Co., Inc. | 23,238 | $3.01M | 0.65% | +2,161+10.3% | Added |
| Deseret Mutual Benefit Administrators | 23,202 | $3.01M | 0.85% | −4,238−15.4% | Reduced |
| Lincluden Management Ltd | 23,190 | $3.01M | 0.38% | −535−2.3% | Reduced |
| Claret Asset Management Corp | 23,180 | $3.01M | 0.71% | +29+0.1% | Added |
| Ingalls & Snyder LLC | 23,125 | $3.00M | 0.17% | +50.0% | Added |
| Steel Peak Wealth Management LLC | 23,119 | $3.00M | 0.23% | +2,650+12.9% | Added |
| BerganKDV Wealth Management, LLC | 23,088 | $2.99M | 0.36% | +1,275+5.8% | Added |
| Mitchell Capital Management Co | 23,031 | $2.99M | 0.85% | −9,870−30.0% | Reduced |
| Family Legacy, Inc. | 23,027 | $2.99M | 1.50% | +187+0.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 23,031 | $2.99M | 0.16% | +5,515+31.5% | Added |
| Resources Management Corp | 22,994 | $2.98M | 0.51% | −5,421−19.1% | Reduced |
| Private Advisory Group LLC | 22,901 | $2.97M | 0.68% | +22,901 | New |
| Hyman Charles D | 22,817 | $2.96M | 0.23% | +19+0.1% | Added |