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
Dynamic Advisor Solutions LLC	13,951	$1.90M	0.18%	–	–
Abbrea Capital, LLC	13,904	$1.90M	0.31%	–	–
Canandaigua National Corp	13,987	$1.90M	0.32%	–	–
American National Registered Investment Advisor, Inc.	13,990	$1.90M	0.73%	–	–
Hengehold Capital Management LLC	14,081	$1.91M	0.27%	–	–
Prime Capital Investment Advisors, LLC	21,053	$1.92M	0.14%	–	–
Allred Capital Management, LLC	14,148	$1.92M	0.87%	–	–
Jacobs & Co	14,210	$1.93M	0.24%	–	–
Roman Butler Fullerton & Co	13,805	$1.94M	0.97%	–	–
Aspen Investment Management Inc	14,246	$1.94M	1.08%	–	–
Keebeck Wealth Management, LLC	14,208	$1.94M	0.30%	–	–
Quadrant Capital Group LLC	14,301	$1.94M	0.32%	–	–
HawsGoodwin Investment Management LLC	14,427	$1.96M	0.63%	–	–
North Star Investment Management Corp.	14,445	$1.96M	0.19%	–	–
Cipher Capital LP	14,449	$1.96M	0.23%	–	–
Security National Bank of So Dak	14,490	$1.97M	1.64%	–	–
Kinloch Capital, LLC	14,502	$1.97M	1.51%	–	–
Mission Wealth Management, LP	14,536	$1.97M	0.11%	–	–
Welch Group, LLC	14,538	$1.98M	0.14%	–	–
Bangor Savings Bank	14,618	$1.99M	0.24%	–	–
Veriti Management LLC	14,619	$1.99M	0.53%	–	–
Mitchell McLeod Pugh & Williams Inc	14,635	$1.99M	0.83%	–	–
ProVise Management Group, LLC	14,641	$1.99M	0.21%	–	–
Laurel Wealth Advisors, Inc.	14,645	$1.99M	0.30%	–	–
Sentry Investment Management LLC	14,683	$1.99M	0.55%	–	–
Trust Co of Virginia	14,700	$2.00M	0.23%	–	–
Systematic Alpha Investments, LLC	14,700	$2.00M	0.13%	–	–
HYA Advisors, Inc	14,700	$2.00M	0.94%	–	–
Lester Murray Antman dba SimplyRich	14,718	$2.00M	0.79%	–	–
Naples Global Advisors, LLC	14,729	$2.00M	0.30%	–	–
Maryland Capital Management	14,737	$2.00M	0.13%	–	–
CAPROCK Group, Inc.	14,684	$2.00M	0.22%	–	–
Parkside Financial Bank & Trust	14,757	$2.00M	0.61%	–	–
Kensington Investment Counsel, LLC	14,825	$2.01M	1.51%	–	–
BBVA USA Bancshares, Inc.	14,848	$2.02M	0.10%	–	–
Pinkerton Retirement Specialists, LLC	14,879	$2.02M	0.42%	–	–
Flagship Harbor Advisors, LLC	14,884	$2.02M	0.23%	–	–
Jump Financial, LLC	14,949	$2.03M	0.19%	–	–
Carroll Financial Associates, Inc.	14,963	$2.03M	0.12%	–	–
Canal Insurance CO	15,000	$2.04M	0.78%	–	–
Park Circle Co	15,000	$2.04M	1.81%	–	–
Leverage Partners Absolute Return Fund SPC	15,000	$2.04M	1.63%	–	–
Kentucky Farm Bureau Mutual Insurance Co	15,000	$2.04M	0.63%	–	–
Johanson Financial Advisors, Inc.	14,627	$2.04M	0.74%	–	–
R.H. Dinel Investment Counsel, Inc.	15,050	$2.04M	1.56%	–	–
TrimTabs Asset Management, LLC	15,134	$2.04M	1.04%	–	–
Wealth Alliance Advisory Group, LLC	15,069	$2.05M	1.05%	–	–
Qtron Investments LLC	15,111	$2.05M	0.57%	–	–
StoneX Group Inc.	15,060	$2.05M	0.37%	–	–
Ironwood Investment Counsel, LLC	15,189	$2.06M	0.59%	–	–
Providence Wealth Advisors, LLC	15,188	$2.06M	1.52%	–	–
Empirical Finance, LLC	14,319	$2.06M	0.36%	–	–
Sculati Wealth Management, LLC	15,214	$2.07M	1.19%	–	–
Hollow Brook Wealth Management LLC	15,246	$2.07M	1.36%	–	–
Successful Portfolios LLC	15,256	$2.07M	1.37%	–	–
Choate Investment Advisors	15,328	$2.08M	0.13%	–	–
Wolff Wiese Magana LLC	15,429	$2.10M	1.64%	–	–
Security National Bank of Sioux City Iowa	15,439	$2.10M	1.69%	–	–
Change Path, LLC	15,477	$2.10M	0.16%	–	–
Summit X, LLC	15,571	$2.12M	0.58%	–	–
Stoneridge Investment Partners LLC	15,696	$2.13M	1.12%	–	–
Bank of Stockton	15,795	$2.15M	0.71%	–	–
Budros, Ruhlin & Roe, Inc.	15,797	$2.15M	0.26%	–	–
Ropes Wealth Advisors LLC	15,398	$2.15M	0.38%	–	–
Regency Capital Management Inc.	15,874	$2.16M	2.27%	–	–
Financial Advocates Investment Management	15,923	$2.16M	0.16%	–	–
Hudson Value Partners, LLC	15,935	$2.16M	1.31%	–	–
NTV Asset Management LLC	15,991	$2.17M	0.40%	–	–
Sepio Capital, LP	15,990	$2.17M	0.20%	–	–
Allworth Financial LP	16,040	$2.18M	0.04%	–	–
Cito Capital Group, LLC	16,000	$2.18M	1.06%	–	–
Landsberg, Bennett, & Dubbaneh LLC	16,089	$2.18M	0.31%	–	–
Jefferies Group LLC	16,069	$2.18M	0.05%	–	–
Sterling Investment Advisors, Ltd.	16,074	$2.18M	0.70%	–	–
Brookstone Capital Management	16,084	$2.19M	0.08%	–	–
Vestmark Advisory Solutions, Inc.	16,089	$2.19M	0.19%	–	–
Northstar Group, Inc.	16,098	$2.19M	0.62%	–	–
NVWM, LLC	16,108	$2.19M	0.87%	–	–
Ameritas Investment Company, LLC	16,140	$2.19M	0.19%	–	–
Telos Capital Management, Inc.	16,144	$2.19M	0.32%	–	–
Congress Park Capital LLC	16,162	$2.19M	1.23%	–	–
Sterling Investment Management, Inc.	16,165	$2.20M	1.50%	–	–
AdvisorNet Financial, Inc	16,179	$2.20M	0.16%	–	–
Northstar Asset Management LLC	16,185	$2.20M	0.63%	–	–
Ledyard National Bank	16,201	$2.20M	0.24%	–	–
Tokio Marine Asset Management Co Ltd	16,195	$2.20M	0.23%	–	–
Duff & Phelps Investment Management Co	16,235	$2.21M	0.03%	–	–
Centaurus Financial, Inc.	16,273	$2.21M	0.22%	–	–
Johnson Financial Group, Inc.	16,282	$2.21M	0.15%	–	–
Arete Wealth Advisors, LLC	16,393	$2.23M	0.29%	–	–
Hudson Capital Management LLC	16,507	$2.24M	0.96%	–	–
Lighthouse Financial Advisors, Inc.	16,517	$2.24M	0.68%	–	–
Monument Capital Management	16,523	$2.24M	0.90%	–	–
Duncker Streett & Co Inc	16,555	$2.25M	0.43%	–	–
Front Row Advisors LLC	16,566	$2.25M	1.09%	–	–
Burke & Herbert Bank & Trust Co	16,571	$2.25M	1.54%	–	–
Optimum Investment Advisors	16,584	$2.25M	0.66%	–	–
Amussen Hunsaker Associates LLC	16,633	$2.26M	0.73%	–	–
Argent Advisors, Inc.	16,663	$2.26M	1.46%	–	–
Clarius Group, LLC	16,687	$2.27M	0.23%	–	–