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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: 3,921 institutionsQ1 2025: 3,883 institutionsQ2 2025: 3,977 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,415 institutionsQ1 2026: 4,468 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 20264,468$360.0B
Q4 20254,415$325.6B
Q3 20254,031$288.8B
Q2 20253,977$275.7B
Q1 20253,883$247.6B
Q4 20243,921$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
Soltis Investment Advisors LLC1,592$216.0K0.04%––
Premier Asset Management LLC1,600$217.0K0.04%––
Banque Pictet & Cie SA1,600$217.0K0.00%––
Mondrian Investment Partners LTD1,555$218.0K0.00%––
Aristotle Capital Management, LLC1,610$219.0K0.00%––
Aevitas Wealth Management, Inc.1,612$219.0K0.15%––
Financial Advisors, LLC1,609$219.0K0.09%––
M. Kraus & Co1,621$220.0K0.09%––
Hatton Consulting, Inc.1,629$221.0K0.20%––
ForthRight Wealth Management, LLC1,635$222.0K0.15%––
Madison Asset Management, LLC1,645$223.0K0.00%––
D. Scott Neal, Inc.1,644$223.0K0.10%––
Fernwood Investment Management, LLC1,650$224.0K0.08%––
Mirador Capital Partners LP1,651$224.0K0.06%––
Pegasus Partners Ltd.1,650$224.0K0.05%––
Carl P. Sherr & Co., LLC1,647$224.0K0.17%––
Diversified, LLC1,651$224.0K0.17%––
Mezzasalma Advisors, LLC1,650$224.0K0.14%––
Graves-Light Private Wealth Management, Inc.1,672$227.0K0.04%––
Vista Wealth Management Group, LLC1,675$227.0K0.10%––
Affinity Capital Advisors, LLC1,676$228.0K0.08%––
MBA Advisors LLC1,680$228.0K0.19%––
Renaissance Investment Group LLC1,686$229.0K0.06%––
Yorktown Management & Research Co Inc1,700$231.0K0.19%––
Armbruster Capital Management, Inc.1,700$231.0K0.07%––
Financial Strategies Group, Inc.1,702$231.0K0.12%––
Wrapmanager Inc1,706$232.0K0.06%––
Alpha Omega Wealth Management LLC1,711$232.0K0.04%––
Glassman Wealth Services1,713$233.0K0.05%––
Crestone Asset Management LLC1,715$233.0K0.06%––
Biltmore Capital Advisors LLC1,725$234.0K0.05%––
Summit Wealth & Retirement Planning, Inc.1,726$234.0K0.09%––
Fusion Capital, LLC1,722$234.0K0.15%––
Capital Wealth Alliance, LLC1,728$234.0K0.16%––
Sym Financial Corp1,731$235.0K0.14%––
Rede Wealth, LLC1,732$235.0K0.14%––
Bank of Nova Scotia Trust Co1,740$236.0K0.02%––
Applied Capital LLC1,737$236.0K0.25%––
Investment Management of Virginia LLC1,750$237.0K0.05%––
LBMC Investment Advisors, LLC1,748$237.0K0.02%––
Raub Brock Capital Management LP1,750$238.0K0.04%––
Sovereign Financial Group, Inc.1,755$238.0K0.15%––
Oberweis Asset Management Inc1,758$239.0K0.05%––
Noesis Capital Mangement Corp1,758$239.0K0.05%––
Harbour Investment Management LLC1,759$239.0K0.13%––
Phocas Financial Corp.1,760$239.0K0.03%––
Engrave Wealth Partners LLC1,758$239.0K0.10%––
Financial Sense Advisors, Inc.1,778$241.0K0.08%––
Augustine Asset Management Inc1,784$242.0K0.13%––
Matrix Asset Advisors Inc1,783$242.0K0.04%––
Sutton Wealth Advisors Inc.1,787$242.7K0.10%––
LVZ Advisors, Inc.1,789$243.0K0.04%––
Integrated Investment Consultants, LLC1,786$243.0K0.08%––
Maple Capital Management, Inc.1,794$244.0K0.04%––
Merrion Investment Management Co, LLC1,800$244.0K0.20%––
Barrett Asset Management, LLC1,800$244.0K0.01%––
Evolution Wealth Advisors, LLC1,800$244.0K0.05%––
Leisure Capital Management1,809$246.0K0.15%––
Hemington Wealth Management1,812$246.0K0.10%––
Parcion Private Wealth LLC1,816$247.0K0.03%––
Everhart Financial Group, Inc.1,824$247.0K0.22%––
Shepherd Financial Partners LLC1,823$248.0K0.05%––
McIlrath & Eck, LLC1,823$248.0K0.09%––
Magnus Financial Group LLC1,825$248.0K0.06%––
Personal Wealth Partners1,827$248.0K0.11%––
Oakwell Private Wealth Management, LLC1,829$248.0K0.18%––
Southland Equity Partners LLC1,833$248.9K0.14%––
Grandfield & Dodd, LLC1,865$250.0K0.02%––
Quaker Wealth Management, LLC1,841$250.0K0.12%––
Koss-Olinger Consulting, LLC1,840$250.0K0.04%––
Westshore Wealth, LLC1,850$251.0K0.14%––
Firethorn Wealth Partners, LLC1,848$251.0K0.23%––
Compass Ion Advisors, LLC1,858$252.0K0.10%––
Element Wealth, LLC1,856$252.0K0.21%––
Tamar Securities, LLC1,862$253.0K0.10%––
Willow Creek Wealth Management Inc.1,870$254.0K0.09%––
Taylor, Cottrill, Erickson & Associates, Inc.1,867$254.0K0.04%––
Camden Capital, LLC1,875$255.0K0.07%––
Grant/GrossMendelsohn, LLC1,825$255.0K0.20%––
Winch Advisory Services, LLC1,883$256.0K0.10%––
Rock Creek Group, LP1,892$257.0K0.04%––
Versant Capital Management, Inc1,894$257.0K0.09%––
Element Pointe Advisors, LLC1,898$257.0K0.09%––
Bluesphere Advisors, LLC1,892$257.0K0.23%––
New England Professional Planning Group Inc.1,838$258.0K0.16%––
Hardy Reed LLC1,903$258.0K0.05%––
Tennessee Valley Asset Management Partners1,901$258.0K0.07%––
Obermeyer Wood Investment Counsel, LLLP1,904$259.0K0.02%––
River Wealth Advisors LLC1,904$259.0K0.05%––
Red Cedar Capital, LLC1,908$259.0K0.17%––
Buckley Wealth Management, LLC1,906$259.0K0.10%––
Moisand Fitzgerald Tamayo, LLC1,914$260.0K0.11%––
NinePointTwo Capital1,921$260.0K0.10%––
Oppenheimer & Close, LLC1,930$262.0K0.30%––
Canton Hathaway, LLC1,926$262.0K0.08%––
Zhang Financial LLC1,929$262.0K0.07%––
Tranquility Partners, LLC1,928$262.0K0.16%––
Howard Financial Services, Ltd.1,934$263.0K0.12%––
Goepper Burkhardt LLC1,935$263.0K0.18%––
Precision Wealth Strategies, LLC1,933$263.0K0.25%––