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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
Fragasso Group Inc.38,323$5.21M0.73%––
Advanced Asset Management Advisors Inc38,477$5.23M1.16%––
Rice Partnership, LLC38,519$5.23M1.86%––
Charter Trust Co38,590$5.24M0.51%––
Atwater Malick LLC38,668$5.25M3.23%––
Oak Harvest Investment Services38,798$5.27M2.02%––
Greenleaf Trust38,886$5.28M0.07%––
Associated Banc-Corp46,656$5.30M0.33%––
Kentucky Retirement Systems Insurance Trust Fund39,140$5.32M0.57%––
WoodTrust Financial Corp39,288$5.34M1.57%––
First Midwest Bank Trust Division39,632$5.38M0.74%––
HighPoint Advisor Group LLC38,527$5.38M0.62%––
Veritable, L.P.39,716$5.39M0.09%––
Hendley & Co Inc39,747$5.40M1.88%––
Signaturefd, LLC39,881$5.42M0.24%––
Bradley Foster & Sargent Inc39,964$5.43M0.14%––
Nwi Management LP40,000$5.43M0.51%––
NJ State Employees Deferred Compensation Plan40,000$5.43M0.77%––
Woodstock Corp40,282$5.47M0.70%––
Cohen Klingenstein LLC40,300$5.47M0.25%––
Sequoia Financial Advisors, LLC40,304$5.47M0.23%––
Laurel Wealth Advisors LLC40,362$5.48M1.33%––
Brinker Capital Investments, LLC40,322$5.49M0.08%––
Allied Investment Advisors, LLC40,520$5.50M2.36%––
Campbell Capital Management Inc40,548$5.51M2.54%––
Mattern Capital Management, LLC40,606$5.52M1.19%––
Permanens Capital L.P.40,704$5.53M1.14%––
JGP Wealth Management, LLC40,736$5.53M1.24%––
Ascent Wealth Partners, LLC41,010$5.57M1.21%––
M Holdings Securities, Inc.41,064$5.58M0.51%––
American Portfolios Advisors41,234$5.60M0.24%––
Covington Investment Advisors Inc.41,233$5.60M1.35%––
Community Bank, N.A.41,354$5.62M0.70%––
Griffin Asset Management, Inc.41,430$5.63M0.72%––
First Interstate Bank41,520$5.64M0.67%––
Richard Bernstein Advisors LLC41,806$5.68M0.13%––
Opus Investment Management Inc42,000$5.71M0.84%––
Balasa Dinverno & Foltz LLC42,047$5.71M0.46%––
Weik Capital Management42,340$5.75M2.44%––
Jacobi Capital Management LLC42,640$5.79M0.85%––
Hodges Capital Management Inc.42,693$5.80M0.80%––
Northwest Bancshares, Inc.42,752$5.81M1.37%––
Core Alternative Capital43,086$5.85M1.66%––
Meitav Dash Investments Ltd43,124$5.88M0.19%––
Crawford Investment Counsel Inc43,282$5.88M0.13%––
Caldwell Trust Co43,385$5.89M0.82%––
Graypoint LLC43,415$5.90M0.90%––
Eagle Global Advisors LLC43,513$5.91M0.44%––
Teza Capital Management LLC43,531$5.91M1.18%––
Capital Fund Management S.A.43,569$5.92M0.20%––
Pittenger & Anderson Inc43,568$5.92M0.32%––
Wedge Capital Management L L P43,783$5.95M0.07%––
Mercer Capital Advisers, Inc.43,854$5.96M3.19%––
Distillate Capital Partners LLC43,989$5.97M1.93%––
Whittier Trust Co of Nevada Inc44,042$5.98M0.27%––
HNP Capital LLC44,052$5.98M1.77%––
Toth Financial Advisory Corp44,120$5.99M0.96%––
Andesa Financial Management Inc.44,142$6.00M1.95%––
New England Asset Management Inc44,175$6.00M0.12%––
Vectors Research Management, LLC44,218$6.01M1.65%––
BP PLC44,224$6.01M0.21%––
Hayek Kallen Investment Management44,351$6.02M2.71%––
Cresset Asset Management, LLC44,496$6.07M0.10%––
Twin Capital Management Inc44,872$6.09M0.61%––
Shelton Capital Management44,980$6.11M0.21%––
Jones Road Capital Management, L.P.45,000$6.11M4.56%––
Sitrin Capital Management LLC45,283$6.15M2.92%––
Pettyjohn, Wood & White, Inc45,391$6.17M1.46%––
TD Private Client Wealth LLC45,445$6.17M0.29%––
Roundview Capital LLC45,489$6.18M0.78%––
Executive Wealth Management, LLC45,607$6.19M0.73%––
Cardinal Capital Management45,860$6.23M1.37%––
Marietta Wealth Management, LLC45,952$6.24M1.55%––
Cornerstone Advisors, LLC46,000$6.25M0.55%––
Trustmark National Bank Trust Department46,023$6.25M0.52%––
First Personal Financial Services46,055$6.26M1.71%––
Boston Research & Management Inc46,258$6.28M2.02%––
Hourglass Capital, LLC46,260$6.28M1.59%––
Covington Capital Management46,423$6.31M0.27%––
Petrus Trust Company, LTA46,450$6.31M0.60%––
Colonial Trust Advisors46,488$6.31M0.83%––
Bellecapital International Ltd.46,676$6.34M1.98%––
Adams Asset Advisors, LLC47,154$6.40M1.38%––
Carret Asset Management, LLC47,152$6.41M0.79%––
Dividend Assets Capital, LLC47,342$6.43M1.22%––
Gofen & Glossberg LLC47,452$6.45M0.17%––
IBM Retirement Fund47,474$6.45M0.46%––
Leonteq Securities AG47,608$6.47M0.44%––
Wilbanks Smith & Thomas Asset Management LLC47,665$6.47M0.28%––
Parkside Investments, LLC47,666$6.47M1.35%––
Headinvest, LLC47,916$6.51M1.33%––
Barbara Oil Co.48,000$6.52M3.14%––
Dakota Wealth Management48,152$6.54M0.86%––
OPSEU Pension Plan Trust Fund48,115$6.55M1.69%––
Point72 Hong Kong Ltd48,354$6.57M0.53%––
Brandywine Global Investment Management, LLC48,523$6.59M0.05%––
Level Four Advisory Services, LLC48,700$6.62M0.51%––
Stratos Wealth Partners, LTD.48,710$6.62M0.18%––
Crossvault Capital Management LLC48,713$6.62M2.36%––
Patten & Patten Inc48,744$6.62M0.54%––