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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
Lokken Investment Group LLC5,245$712.0K0.63%––
Evermay Wealth Management LLC5,248$713.0K0.14%––
High Pines Wealth Management, LLC5,250$713.0K0.63%––
Moody Lynn & Lieberson, LLC5,253$714.0K0.06%––
FSB Premier Wealth Management, Inc.5,269$715.0K0.39%––
Beaumont Financial Partners, LLC5,275$717.0K0.06%––
Cribstone Capital Management, LLC5,289$718.0K0.47%––
Prescott Group Capital Management, L.L.C.5,294$719.0K0.21%––
BCJ Capital Management, LLC5,308$721.0K0.09%––
Cypress Wealth Services, LLC5,319$722.0K0.15%––
AIA Group Ltd5,325$723.0K0.10%––
RSM US Wealth Management LLC5,322$723.0K0.05%––
FDx Advisors, Inc.5,364$729.0K0.03%––
Smith Shellnut Wilson LLC5,372$730.0K0.45%––
DT Investment Partners, LLC5,374$730.0K0.11%––
Grace Capital5,381$731.0K0.46%––
XTX Topco Ltd5,385$731.0K0.36%––
Merit Financial Group, LLC5,391$732.0K0.08%––
DeDora Capital, Inc.5,389$732.0K0.35%––
Oarsman Capital, Inc.5,396$733.0K0.32%––
Foster Dykema Cabot & Co Inc5,404$734.0K0.10%––
Morris Retirement Advisors, LLC5,406$734.0K0.69%––
Colonial River Wealth Management, LLC5,403$734.0K0.59%––
Global Financial Private Client, LLC5,414$734.2K0.53%––
Sugarloaf Wealth Management, LLC5,411$735.0K0.22%––
Compton Capital Management Inc5,416$736.0K0.23%––
Pflug Koory, LLC5,429$737.0K0.41%––
Sterneck Capital Management, LLC5,430$738.0K0.52%––
Old Mission Investment Co LLC5,435$738.2K0.34%––
Financial Advisory Group5,454$741.0K0.19%––
Perennial Investment Advisors, LLC5,455$741.0K0.29%––
Kingfisher Capital LLC5,471$743.0K0.21%––
Elgethun Capital Management5,500$747.0K0.29%––
Archetype Wealth Partners5,508$748.0K0.29%––
Hoover Financial Advisors, Inc.5,372$750.0K0.14%––
Cornerstone Wealth Group, LLC5,348$755.0K0.15%––
Detalus Advisors, LLC5,561$755.0K0.45%––
Madden Securities Corp5,562$755.0K0.44%––
Bridgeworth, LLC5,567$756.0K0.24%––
Sage Mountain Advisors LLC5,563$756.0K0.16%––
Brewin Dolphin Wealth Management Ltd5,572$756.8K0.12%––
Financial Partners Group, Inc5,589$759.0K0.22%––
Exencial Wealth Advisors, LLC5,596$760.0K0.05%––
TCI Wealth Advisors, Inc.5,611$762.0K0.34%––
Patten Group, Inc.5,610$762.0K0.24%––
Levin Capital Strategies, L.P.5,657$768.0K0.08%––
Jackson, Grant Investment Advisers, Inc.5,669$770.0K0.35%––
Intrua Financial, LLC5,569$771.0K0.20%––
Chicago Capital, LLC5,694$773.0K0.03%––
Annapolis Financial Services, LLC5,698$774.0K0.28%––
Waterfront Wealth Inc.5,725$776.0K0.39%––
Kore Private Wealth LLC5,751$781.0K0.11%––
Sentinel Pension Advisors Inc5,828$782.0K0.29%––
Brown Advisory Securities, LLC5,764$783.0K0.13%––
Adams Chetwood Wealth Management LLC5,777$785.0K0.60%––
Red Wave Investments LLC5,781$785.0K0.32%––
United Maritime Capital LLC5,970$786.0K0.65%––
Fieldpoint Private Securities, LLC5,796$787.0K0.18%––
Cohen Lawrence B5,803$788.0K0.43%––
B&D White Capital Company, LLC6,070$788.0K0.42%––
Certified Advisory Corp5,817$790.0K0.20%––
Summit Financial Wealth Advisors, LLC5,502$793.0K0.20%––
Orrstown Financial Services Inc5,871$796.0K1.12%––
Lake Street Advisors Group, LLC5,861$796.0K0.06%––
ZWJ Investment Counsel Inc5,872$798.0K0.05%––
Windsor Group LTD5,914$803.0K0.19%––
TAP Consulting, LLC5,917$804.0K0.25%––
Clearview Wealth Advisors LLC5,924$805.0K0.52%––
Rafferty Asset Management, LLC5,932$806.0K0.01%––
Edge Capital Group, LLC5,937$806.0K0.07%––
First Foundation Advisors5,938$807.0K0.03%––
blooom, inc.5,946$809.0K0.64%––
Icon Wealth Partners, LLC5,974$811.0K0.10%––
Cooper Financial Group5,989$813.0K0.18%––
TD Ameritrade Investment Management, LLC5,647$814.0K0.01%––
Green Harvest Asset Management LLC6,003$814.0K0.20%––
Nwam LLC6,006$816.0K0.08%––
Arnhold LLC6,007$816.0K0.10%––
Sheets Smith Wealth Management6,023$818.0K0.12%––
Oak Family Advisors, LLC6,021$818.0K0.56%––
Financial Architects, Inc6,033$819.0K0.13%––
Murphy Pohlad Asset Management LLC6,035$819.0K0.36%––
Triton Wealth Management, PLLC5,851$820.0K0.56%––
Professional Financial Advisors, LLC6,061$823.0K0.51%––
Founders Financial Alliance, LLC5,905$823.0K0.41%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,103$828.0K0.09%––
Proquility Private Wealth Partners, LLC6,103$829.0K0.33%––
Livingston Group Asset Management CO (operating as Southport Capital Management)6,124$832.0K0.22%––
Centered Wealth LLC dba Miller Equity Capital Advisors6,127$832.0K1.04%––
GYL Financial Synergies, LLC6,148$835.0K0.46%––
Gsa Capital Partners LLP6,174$839.0K0.14%––
Aviance Capital Partners, LLC6,199$842.0K0.16%––
Aj Wealth Strategies, LLC6,215$844.0K0.06%––
Foster Group, Inc.6,210$844.0K0.13%––
WealthStone, Inc.6,224$845.0K0.29%––
Carmichael Hill & Associates, Inc.6,229$846.0K0.51%––
Arkansas Financial Group, Inc.6,244$848.0K0.20%––
Dixon Hubard Feinour & Brown Inc6,253$849.0K0.20%––
Grove Bank & Trust6,249$849.0K0.20%––
Renasant Bank6,258$850.0K0.68%––