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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 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, 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: 2,733 institutionsQ2 2022: 2,626 institutionsQ3 2022: 2,608 institutionsQ4 2022: 2,813 institutionsQ1 2023: 2,858 institutionsQ2 2023: 2,882 institutionsQ3 2023: 2,930 institutionsQ4 2023: 3,090 institutionsQ1 2024: 3,211 institutionsQ2 2024: 3,320 institutionsQ3 2024: 3,464 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,030 institutionsQ4 2025: 4,415 institutionsQ1 2026: 4,468 institutionsQ2 2026: 4,427 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 20264,427$336.1B
Q1 20264,468$360.0B
Q4 20254,415$325.6B
Q3 20254,030$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,464$225.1B
Q2 20243,320$188.6B
Q1 20243,211$166.5B
Q4 20233,090$145.1B
Q3 20232,930$147.2B
Q2 20232,882$143.0B
Q1 20232,858$131.1B
Q4 20222,813$123.6B
Q3 20222,608$112.7B
Q2 20222,626$106.3B
Q1 20222,733$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
CSat Investment Advisory, L.P.6,267$851.0K0.71%––
Sullivan, Bruyette, Speros & Blaney, LLC6,265$851.0K0.04%––
Beaton Management Co. Inc.6,275$852.0K0.59%––
Warren Averett Asset Management, LLC5,986$853.0K0.08%––
Central Bank & Trust Co6,318$858.0K0.15%––
Veracity Capital LLC6,331$860.0K0.40%––
PSI Advisors, LLC6,353$862.0K0.51%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,351$863.0K0.07%––
Reynders McVeigh Capital Management, LLC6,364$864.0K0.06%––
LexAurum Advisors, LLC6,357$864.0K0.30%––
Sky Investment Group LLC6,374$866.0K0.21%––
Chicago Partners Investment Group LLC6,331$873.0K0.07%––
Laird Norton Trust Company, LLC6,086$877.0K0.10%––
Hanson & Doremus Investment Management6,456$877.0K0.20%––
Day & Ennis, LLC6,465$878.0K0.33%––
Edmonds Duncan Registered Investment Advisors, LLC6,464$878.0K0.29%––
Columbia Asset Management6,479$880.0K0.16%––
Gladstone Institutional Advisory LLC6,485$881.0K0.14%––
Landmark Financial Advisors, LLC6,504$883.0K0.48%––
Lee Capital Holdings LLC6,500$883.0K0.40%––
TLWM6,516$884.0K0.34%––
TD Capital Management LLC6,519$886.0K0.12%––
San Francisco Sentry Investment Group (Ca)6,523$886.0K0.38%––
Great Diamond Partners, LLC6,533$887.0K0.27%––
Whalerock Point Partners, LLC6,537$887.9K0.39%––
OneAscent Wealth Management LLC6,554$890.0K0.38%––
Pioneer Trust Bank N A6,580$894.0K0.26%––
Towerpoint Wealth, LLC6,579$894.0K0.43%––
Truadvice, LLC6,401$894.0K0.26%––
Valley National Advisers Inc6,597$896.0K0.18%––
Caxton Associates LP6,595$896.0K0.09%––
Pinnacle Wealth Planning Services, Inc.6,634$901.0K0.23%––
Mosaic Family Wealth, LLC6,645$903.0K0.28%––
Wright Investors Service Inc6,674$907.0K0.27%––
REDW Wealth LLC6,678$907.0K0.30%––
Woodward Diversified Capital, LLC6,700$910.0K0.54%––
Papp L Roy & Associates6,706$911.0K0.13%––
Claro Advisors LLC6,724$913.0K0.46%––
Doliver Advisors, LP6,732$914.0K0.34%––
Next Capital Management LLC6,730$914.0K0.59%––
Americana Partners, LLC7,012$916.0K0.57%––
Redhawk Wealth Advisors, Inc.6,748$917.0K0.23%––
Patriot Investment Management Inc.6,751$917.0K0.09%––
Pin Oak Investment Advisors Inc6,756$918.0K0.78%––
Lazard Freres Gestion S.A.S.7,946$918.0K0.03%––
KC Investment Advisors, LLC6,757$918.0K0.85%––
Marcum Wealth, LLC6,771$920.0K0.15%––
WNY Asset Management, LLC6,767$923.0K0.37%––
Legacy Bridge, LLC6,808$925.0K0.60%––
Southeast Asset Advisors Inc.6,864$932.0K0.17%––
Modera Wealth Management, LLC6,859$932.0K0.06%––
Wellington Shields Capital Management, LLC6,870$933.0K0.09%––
Menard Financial Group LLC6,873$934.0K1.00%––
Benjamin Edwards Inc6,911$939.0K0.71%––
St. Louis Trust Co6,937$942.0K0.23%––
Hurlow Wealth Management Group, Inc.6,939$943.0K0.68%––
Affinity Wealth Management LLC6,717$945.0K0.19%––
Boston Family Office LLC6,569$946.0K0.07%––
WealthShield Partners, LLC6,974$947.0K0.17%––
Reilly Financial Advisors, LLC6,989$949.0K0.08%––
Liberty Capital Management, Inc.6,988$949.0K0.33%––
Cannell Peter B & Co Inc7,000$951.0K0.03%––
Toews Corp7,000$951.0K0.08%––
Coastal Bridge Advisors, LLC7,009$952.0K0.17%––
Joel Isaacson & Co., LLC7,018$953.0K0.08%––
Proffitt & Goodson Inc7,030$955.0K0.18%––
Principle Wealth Partners LLC7,041$956.0K0.11%––
Seven Eight Capital, LP6,640$957.0K0.22%––
Insight Advisors, LLC6,851$960.0K0.30%––
Two Sigma Securities, LLC7,086$962.0K0.22%––
Lincoln Capital LLC7,089$963.0K0.30%––
Delta Investment Management, LLC7,095$964.0K0.31%––
Quadrant Private Wealth Management, LLC7,105$965.0K0.42%––
Beaumont Asset Management, L.L.C.7,108$965.0K0.81%––
Adirondack Trust Co7,116$966.0K0.51%––
Gould Asset Management LLC7,133$969.0K0.30%––
CVA Family Office, LLC7,143$970.0K0.37%––
Live Oak Private Wealth LLC7,146$971.0K0.24%––
Folger Nolan Fleming Douglas Capital Management, Inc7,161$973.0K0.12%––
Intersect Capital LLC7,179$975.0K0.20%––
Shulman DeMeo Asset Management LLC7,180$975.0K0.27%––
Secure Asset Management, LLC7,210$979.0K0.54%––
Aaron Wealth Advisors7,250$984.0K0.36%––
Inlet Private Wealth, LLC7,250$985.0K0.28%––
RB Capital Management, LLC7,271$988.0K0.44%––
Somerville Kurt F7,280$989.0K0.16%––
Spotlight Asset Group, Inc.7,282$989.0K0.37%––
Alphasimplex Group, LLC7,297$991.0K0.41%––
Biltmore Family Office, LLC7,269$991.0K0.31%––
GPS Wealth Strategies Group, LLC7,312$993.0K0.29%––
Baker Ellis Asset Management LLC7,319$994.0K0.21%––
PFG Advisors7,321$994.0K0.13%––
American State Bank (Iowa)7,321$994.4K0.85%––
Institute for Wealth Management, LLC.7,328$995.0K0.19%––
Am Investment Strategies LLC7,344$998.0K0.28%––
Lumature Wealth Partners, LLC7,360$1.00M0.53%––
Continuum Advisory, LLC7,137$1.00M0.42%––
Peoples Financial Services Corp.7,365$1.00M0.44%––
Town & Country Bank & Trust CO dba First Bankers Trust CO7,386$1.00M0.42%––
Renaissance Group LLC7,394$1.00M0.04%––