Walmart Inc.

WMT

Exchange: Nasdaq
Industry: Retail-Variety Stores
SEC CIK: 0000104169

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $113.9B

Institutions holding WMT and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Hilltop Holdings Inc.	11,210	$1.52M	0.20%	–	–
Fort, L.P.	11,217	$1.52M	0.43%	–	–
Kayne Anderson Rudnick Investment Management LLC	11,238	$1.53M	0.00%	–	–
WBH Advisory Inc	11,238	$1.53M	0.25%	–	–
Moab Capital Partners LLC	–	$1.53M	3.39%	–	–
KMG Fiduciary Partners, LLC	11,279	$1.53M	0.30%	–	–
Meridian Wealth Advisors, LLC	11,293	$1.53M	0.51%	–	–
F3Logic, LLC	11,321	$1.54M	0.22%	–	–
Prestige Wealth Management Group LLC	11,310	$1.54M	0.42%	–	–
Transcend Wealth Collective, LLC	11,360	$1.54M	0.19%	–	–
Eqis Capital Management, Inc.	11,470	$1.56M	0.12%	–	–
Orion Portfolio Solutions, LLC	11,467	$1.56M	0.07%	–	–
Trust Investment Advisors	11,504	$1.56M	1.53%	–	–
Trust Co of Oklahoma	11,539	$1.57M	0.56%	–	–
Penobscot Investment Management Company, Inc.	11,545	$1.57M	0.25%	–	–
Boston Financial Mangement LLC	11,576	$1.57M	0.07%	–	–
Crumly & Associates Inc.	11,603	$1.58M	0.92%	–	–
Caliber Wealth Management, LLC	11,617	$1.58M	1.15%	–	–
WealthPLAN Partners, LLC	11,251	$1.58M	0.12%	–	–
Vigilare Wealth Management	11,660	$1.58M	1.12%	–	–
First Financial Bank - Trust Division	11,693	$1.59M	0.18%	–	–
Pitcairn Co	11,722	$1.59M	0.11%	–	–
Guardian Capital LP	11,729	$1.59M	0.03%	–	–
Sunbelt Securities, Inc.	11,736	$1.59M	0.31%	–	–
Arden Trust Co	11,749	$1.59M	0.27%	–	–
Chesapeake Wealth Management	11,771	$1.60M	0.54%	–	–
Eubel Brady & Suttman Asset Management Inc	11,808	$1.60M	0.18%	–	–
Members Capital Advisors Inc	11,877	$1.61M	1.24%	–	–
HCR Wealth Advisors	11,937	$1.62M	0.32%	–	–
Procyon Private Wealth Partners, LLC	11,944	$1.62M	0.74%	–	–
Peddock Capital Advisors, LLC	11,948	$1.62M	0.62%	–	–
Geneva Capital Management LLC	11,993	$1.63M	0.03%	–	–
Old Port Advisors	11,996	$1.63M	0.64%	–	–
Geier Asset Management, Inc.	11,465	$1.63M	1.19%	–	–
AllGen Financial Advisors, Inc.	43,595	$1.64M	1.34%	–	–
WT Wealth Management	12,104	$1.65M	0.76%	–	–
Wambolt & Associates, LLC	12,162	$1.65M	0.86%	–	–
Baystate Wealth Management LLC	12,155	$1.65M	0.17%	–	–
Great Lakes Advisors, LLC	12,171	$1.65M	0.03%	–	–
Quad-Cities Investment Group, LLC	12,213	$1.66M	1.26%	–	–
Pinnacle Holdings, LLC	12,267	$1.67M	0.77%	–	–
Ashton Thomas Private Wealth, LLC	12,337	$1.68M	0.28%	–	–
Montecito Bank & Trust	12,350	$1.68M	0.35%	–	–
CoreFirst Bank & Trust	12,368	$1.68M	1.15%	–	–
Spouting Rock Asset Management, LLC	12,389	$1.68M	0.52%	–	–
Williams Jones Wealth Management, LLC.	12,408	$1.69M	0.03%	–	–
Pinnacle Wealth Management Advisory Group, LLC	12,432	$1.69M	0.47%	–	–
Plancorp, LLC	12,473	$1.69M	0.37%	–	–
Brooks, Moore & Associates, Inc.	12,493	$1.70M	1.15%	–	–
Marathon Trading Investment Management LLC	12,500	$1.70M	1.06%	–	–
Guardian Investment Management	12,529	$1.70M	1.36%	–	–
Altfest L J & Co Inc	12,533	$1.70M	0.40%	–	–
First Hawaiian Bank	12,623	$1.71M	0.07%	–	–
Farr Miller & Washington LLC	12,620	$1.71M	0.12%	–	–
Dorsey & Whitney Trust CO LLC	12,617	$1.71M	0.17%	–	–
Manchester Capital Management LLC	12,638	$1.72M	0.26%	–	–
Occidental Asset Management, LLC	12,681	$1.72M	0.51%	–	–
Valmark Advisers, Inc.	12,706	$1.73M	0.03%	–	–
Brewin Dolphin Ltd	12,741	$1.73M	0.09%	–	–
Virtu Financial LLC	12,764	$1.73M	0.12%	–	–
Pacifica Partners Inc.	12,629	$1.75M	1.44%	–	–
MV Capital Management, Inc.	12,935	$1.76M	0.32%	–	–
Nations Financial Group Inc,	12,982	$1.76M	0.40%	–	–
Supplemental Annuity Collective Trust of NJ	13,000	$1.77M	0.61%	–	–
Trust Co of Toledo NA	13,013	$1.77M	0.32%	–	–
Orser Capital Management, LLC	13,020	$1.77M	1.17%	–	–
Harbor Financial Services, LLC	13,027	$1.77M	0.82%	–	–
Peterson Wealth Management	13,031	$1.77M	1.50%	–	–
Godsey & Gibb Associates	13,173	$1.79M	0.22%	–	–
Weatherly Asset Management L. P.	13,178	$1.79M	0.25%	–	–
QP Wealth Management, LLC	13,182	$1.79M	1.95%	–	–
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	13,226	$1.80M	0.37%	–	–
Global Wealth Management Investment Advisory, Inc.	13,237	$1.80M	0.65%	–	–
BFT Financial Group, LLC	13,274	$1.80M	0.51%	–	–
Baker Tilly Wealth Management, LLC	13,273	$1.80M	0.37%	–	–
Fred Alger Management, LLC	13,280	$1.80M	0.00%	–	–
Financial Partners Capital Management LLC	13,303	$1.81M	0.37%	–	–
David Loasby	13,313	$1.81M	0.25%	–	–
Essex Savings Bank	13,924	$1.81M	0.79%	–	–
Krilogy Financial LLC	13,341	$1.81M	0.19%	–	–
Winning Points Advisors, LLC	13,374	$1.82M	1.36%	–	–
Boltwood Capital Management	13,402	$1.82M	0.81%	–	–
MTM Investment Management, LLC	13,415	$1.82M	1.03%	–	–
Hartford Financial Management Inc.	13,418	$1.82M	0.45%	–	–
Wealth Advisory Solutions, LLC	72,441	$1.82M	1.37%	–	–
Resource Management, LLC	13,470	$1.83M	0.22%	–	–
Spirit of America Management Corp	13,484	$1.83M	0.43%	–	–
Quattro Financial Advisors LLC	13,131	$1.84M	0.42%	–	–
TCW Group Inc	13,606	$1.85M	0.02%	–	–
Wintrust Investments LLC	13,626	$1.85M	0.19%	–	–
Boenning & Scattergood, Inc.	13,668	$1.86M	0.35%	–	–
FLC Capital Advisors	13,667	$1.86M	0.58%	–	–
ICW Investment Advisors LLC	13,663	$1.86M	1.27%	–	–
Martin & Co Inc	13,689	$1.86M	0.47%	–	–
Motley Fool Wealth Management, LLC	13,711	$1.86M	0.08%	–	–
Moneta Group Investment Advisors LLC	13,723	$1.86M	0.10%	–	–
Verity Asset Management, Inc.	13,839	$1.88M	1.12%	–	–
Windsor Capital Management, LLC	13,879	$1.89M	0.65%	–	–
CFM Wealth Partners LLC	13,946	$1.89M	0.57%	–	–
Private Harbour Investment Management & Counsel, LLC	13,950	$1.90M	1.72%	–	–