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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 7 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, Q1 2021

Institutional positions in Walmart Inc. as of Mar 31, 2021. 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
2,492
No complete 13F data for Q4 2020
Shares held
839.4M
No complete 13F data for Q4 2020
Total value
$113.9B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 2,492 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,426 institutions
Value heldQ1 2021: $113.9B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,426$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Walmart Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WMT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC76,332$00.00%––
Cascade Investment Advisors, Inc.7$9500.00%––
Advocacy Wealth Management Services, LLC4$1.00K0.00%––
Human Investing LLC5$1.00K0.00%––
Moser Wealth Advisors, LLC10$1.00K0.00%––
Financial Perspectives, Inc214,205$1.58K0.08%––
Transamerica Financial Advisors, Inc.11$2.00K0.05%––
Deane Retirement Strategies, Inc.12$2.00K0.00%––
Artemis Wealth Advisors, LLC25$3.00K0.00%––
Danda Trouve Investment Management, Inc.22$3.00K0.00%––
Filbrandt Wealth Management, LLC25$3.00K0.00%––
Flagship Private Wealth, LLC22$3.07K0.00%––
Longfellow Investment Management Co LLC29$4.00K0.00%––
Litman Gregory Asset Management LLC30$4.00K0.00%––
Solstein Capital, LLC28$4.00K0.01%––
Providence Capital Advisors, LLC27$4.00K0.00%––
Eukles Asset Management38$5.00K0.00%––
Sterling Financial Planning, Inc.40$5.00K0.00%––
Halpern Financial, Inc.38$5.16K0.00%––
Bellwether Advisors, LLC46$6.00K0.00%––
DB Wealth Management Group, LLC47$6.00K0.00%––
Macroview Investment Management LLC52$7.00K0.01%––
USA Financial Portformulas Corp50$7.00K0.01%––
Brand Asset Management Group, Inc.50$7.00K0.00%––
Bellevue Asset Management, LLC61$8.00K0.00%––
Standard Family Office LLC57$8.00K0.00%––
Cypress Point Wealth Management, LLC62$8.00K0.01%––
Iron Horse Wealth Management, LLC60$8.00K0.01%––
Lountzis Asset Management, LLC68$9.27K0.01%––
Sofos Investments, Inc.6,833$9.45K0.19%––
NewSquare Capital LLC77$10.0K0.00%––
Financial Enhancement Group LLC81$11.0K0.00%––
Stephenson National Bank & Trust90$12.0K0.01%––
IAG Wealth Partners, LLC94$13.0K0.00%––
Baillie Gifford & Co101$14.0K0.00%––
FormulaFolio Investments, LLC100$14.0K0.00%––
Semmax Financial Advisors Inc.100$14.0K0.00%––
Atlas Private Wealth Management100$14.0K0.01%––
Seven Springs Wealth Group, LLC100$14.0K0.01%––
Alpha DNA Investment Management LLC105$14.0K0.02%––
McCarthy Asset Management, Inc.100$14.0K0.01%––
Tortoise Investment Management, LLC113$15.0K0.00%––
Fiduciary Planning LLC108$15.0K0.02%––
Roble, Belko & Company, Inc115$16.0K0.00%––
Rockbridge Investment Management, LCC125$17.0K0.00%––
KB Financial Partners, LLC143$19.0K0.01%––
Ritter Daniher Financial Advisory, LLC150$20.0K0.02%––
IMA Wealth, Inc.156$21.0K0.01%––
Elmwood Wealth Management, Inc.154$21.0K0.01%––
HighMark Wealth Management LLC155$21.0K0.02%––
Wealthcare Capital Management LLC171$23.0K0.00%––
RPG Investment Advisory, LLC170$23.0K0.00%––
Pacific Center for Financial Services168$23.0K0.01%––
Kaizen Financial Strategies183$25.0K0.02%––
Financial Avengers, Inc.184$25.0K0.02%––
Spectrum Management Group, LLC190$26.0K0.01%––
Tucker Asset Management LLC200$27.2K0.01%––
Ogorek Anthony Joseph228$30.0K0.01%––
Lipe & Dalton220$30.0K0.02%––
Perennial Advisors, LLC219$30.0K0.01%––
Corbenic Partners LLC227$31.0K0.01%––
Cedar Wealth Management, LLC226$31.0K0.02%––
Sit Investment Associates Inc250$34.0K0.00%––
Black Swift Group, LLC251$34.0K0.02%––
Lloyd Advisory Services, LLC.251$34.0K0.02%––
Freedman Financial Associates, Inc.250$34.0K0.03%––
Resolute Partners Group343$36.0K0.00%––
HC Financial Advisors Inc300$41.0K0.02%––
Harvest Fund Management Co., Ltd307$41.0K0.00%––
Piscataqua Savings Bank315$42.0K0.04%––
Cypress Capital Management LLC (WY)318$43.0K0.04%––
Lowe Wealth Advisors, LLC331$45.0K0.02%––
MBM Wealth Consultants, LLC332$45.0K0.02%––
Goodwin Investment Advisory340$46.0K0.05%––
ShoreHaven Wealth Partners, LLC342$46.0K0.02%––
AlphaCentric Advisors LLC336$46.0K0.02%––
McClarren Financial Advisors, Inc.347$47.0K0.04%––
Manchester Financial Inc362$49.0K0.02%––
Newfound Research LLC359$49.0K0.11%––
CenterStar Asset Management, LLC–$50.0K0.07%––
Coastal Capital Group, Inc.381$52.0K0.01%––
Joseph P. Lucia & Associates, LLC388$53.0K0.02%––
Costello Asset Management, INC415$56.0K0.04%––
Laurel Wealth Planning LLC430$58.0K0.05%––
CKW Financial Group452$61.0K0.01%––
Kelly Financial Services LLC456$62.0K0.04%––
Savior LLC468$64.0K0.06%––
Credential Qtrade Securities Inc.480$65.2K0.01%––
Crewe Advisors LLC497$68.0K0.02%––
Bay Harbor Wealth Management, LLC505$69.0K0.03%––
Knuff & Co LLC515$70.0K0.03%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA518$70.4K0.10%––
Grant Street Asset Management, Inc.541$73.0K0.04%––
Cedar Mountain Advisors, LLC555$75.0K0.03%––
RWM Asset Management, LLC555$75.0K0.02%––
CBIZ Investment Advisory Services, LLC–$76.0K0.00%––
Bourgeon Capital Management LLC584$79.0K0.02%––
QVR LLC588$80.0K1.66%––
Perkins Coie Trust Co600$81.0K0.03%––
Capital Advisors, Ltd. LLC593$81.0K0.01%––