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; 4,426 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

Value heldQ1 2021: $113.9B

Institutions holding WMT and their total value by quarter
Quarter	Holders	Value
Q2 2026	4,426	$336.1B
Q1 2026	4,468	$360.0B
Q4 2025	4,415	$325.6B
Q3 2025	4,031	$288.8B
Q2 2025	3,977	$275.7B
Q1 2025	3,883	$247.6B
Q4 2024	3,921	$255.3B
Q3 2024	3,465	$225.1B
Q2 2024	3,321	$188.6B
Q1 2024	3,212	$166.5B
Q4 2023	3,091	$145.1B
Q3 2023	2,931	$147.2B
Q2 2023	2,883	$143.0B
Q1 2023	2,859	$131.1B
Q4 2022	2,814	$123.6B
Q3 2022	2,609	$112.7B
Q2 2022	2,627	$106.3B
Q1 2022	2,734	$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
Pekin Hardy Strauss, Inc.	24,001	$3.26M	0.51%	–	–
Chemung Canal Trust Co	23,970	$3.26M	0.65%	–	–
Independent Financial Group, LLC	23,921	$3.25M	0.42%	–	–
Glen Eagle Advisors, LLC	23,738	$3.24M	1.13%	–	–
Mizuho Securities USA LLC	23,846	$3.24M	0.31%	–	–
Diversified Investment Strategies, LLC	23,830	$3.24M	2.52%	–	–
Transform Wealth, LLC	23,803	$3.23M	0.65%	–	–
Harel Insurance Investments & Financial Services Ltd.	7,520	$3.22M	0.07%	–	–
Arthur M. Cohen & Associates, LLC	23,733	$3.22M	0.74%	–	–
TBH Global Asset Management, LLC	23,697	$3.22M	0.84%	–	–
Kessler Investment Group, LLC	23,678	$3.22M	4.24%	–	–
EP Wealth Advisors, LLC	23,431	$3.18M	0.10%	–	–
Investment Counsel Inc.	23,397	$3.18M	2.24%	–	–
Laffer Tengler Investments	23,312	$3.17M	1.20%	–	–
Swedbank AB	23,286	$3.16M	0.01%	–	–
Parallel Advisors, LLC	23,261	$3.16M	0.15%	–	–
Huber Capital Management LLC	23,255	$3.16M	0.85%	–	–
Hyman Charles D	23,250	$3.16M	0.23%	–	–
United Capital Management of KS, Inc.	23,225	$3.15M	1.45%	–	–
Patton Albertson Miller Group, LLC	23,190	$3.15M	0.76%	–	–
Clearstead Advisors, LLC	23,140	$3.14M	0.26%	–	–
Farmers & Merchants Trust Co of Chambersburg PA	22,982	$3.12M	2.35%	–	–
Freestone Capital Holdings, LLC	22,761	$3.09M	0.17%	–	–
TCF National Bank	22,704	$3.08M	0.35%	–	–
Old Second National Bank of Aurora	22,693	$3.08M	0.86%	–	–
Parsons Capital Management Inc	22,595	$3.07M	0.25%	–	–
Northwest Investment Counselors, LLC	22,509	$3.06M	0.87%	–	–
United Fire Group Inc	22,500	$3.06M	1.59%	–	–
Woodmont Investment Counsel LLC	22,384	$3.04M	0.52%	–	–
Mogy Joel R Investment Counsel Inc	22,332	$3.03M	0.29%	–	–
Meiji Yasuda Life Insurance Co	22,281	$3.03M	0.06%	–	–
Kingsview Wealth Management, LLC	22,152	$3.00M	0.17%	–	–
North American Management Corp	22,080	$3.00M	0.41%	–	–
BerganKDV Wealth Management, LLC	22,028	$2.99M	0.38%	–	–
All Terrain Financial Advisors, LLC	22,027	$2.99M	1.43%	–	–
Palisade Asset Management, LLC	22,002	$2.99M	0.38%	–	–
Corient Capital Partners, LLC	21,969	$2.98M	0.26%	–	–
Sound View Wealth Advisors Group, LLC	21,846	$2.97M	0.69%	–	–
Spectrum Asset Management, Inc. (NB/CA)	21,780	$2.96M	0.91%	–	–
Global Retirement Partners, LLC	21,778	$2.96M	0.35%	–	–
Sargent Bickham Lagudis LLC	21,720	$2.95M	0.26%	–	–
Tower View Investment Management & Research LLC	21,712	$2.95M	1.61%	–	–
Family Legacy, Inc.	21,568	$2.93M	1.40%	–	–
Wealthcare Advisory Partners LLC	21,509	$2.92M	0.21%	–	–
Westover Capital Advisors, LLC	21,464	$2.92M	1.00%	–	–
AMG National Trust Bank	21,446	$2.91M	0.10%	–	–
TCG Advisory Services, LLC	21,444	$2.91M	0.87%	–	–
Benedict Financial Advisors Inc	21,388	$2.90M	0.84%	–	–
Rossmore Private Capital	21,366	$2.90M	0.54%	–	–
First Citizens Bank & Trust Co	21,345	$2.90M	0.14%	–	–
Waldron Private Wealth LLC	21,320	$2.90M	0.20%	–	–
Equitable Trust Co	21,242	$2.88M	0.21%	–	–
Hancock Whitney Corp	21,182	$2.88M	0.10%	–	–
Kavar Capital Partners Group, LLC	21,148	$2.87M	0.77%	–	–
Ballentine Partners, LLC	21,047	$2.86M	0.11%	–	–
Smith, Moore & Co.	20,918	$2.84M	0.46%	–	–
NovaPoint Capital, LLC	20,868	$2.83M	1.33%	–	–
Financial & Tax Architects, LLC	20,814	$2.83M	1.59%	–	–
Avantax Planning Partners, Inc.	20,816	$2.83M	0.15%	–	–
Steel Peak Wealth Management LLC	20,810	$2.83M	0.23%	–	–
Enterprise Trust & Investment Co	20,806	$2.83M	1.26%	–	–
Hennessy Advisors Inc	20,800	$2.83M	0.16%	–	–
Cascadia Advisory Services, LLC	20,692	$2.81M	0.62%	–	–
CFO4Life Group, LLC	20,630	$2.80M	0.70%	–	–
Tiedemann Advisors, LLC	20,458	$2.79M	0.12%	–	–
Silverleafe Capital Partners, LLC	20,556	$2.79M	1.15%	–	–
IFP Advisors, Inc	20,536	$2.79M	0.05%	–	–
Wade G W & Inc	20,466	$2.78M	0.15%	–	–
Freedom Day Solutions, LLC	20,450	$2.78M	1.48%	–	–
Integrated Wealth Concepts LLC	20,403	$2.77M	0.11%	–	–
Ci Investments Inc.	20,346	$2.76M	0.01%	–	–
YHB Investment Advisors, Inc.	19,647	$2.76M	0.24%	–	–
Prelude Capital Management, LLC	20,351	$2.76M	0.19%	–	–
Psagot Investment House Ltd.	20,277	$2.75M	0.06%	–	–
Institutional & Family Asset Management, LLC	20,271	$2.75M	0.54%	–	–
Toroso Investments, LLC	20,077	$2.73M	0.13%	–	–
Trustcore Financial Services, LLC	20,079	$2.73M	0.32%	–	–
Dearborn Partners LLC	20,033	$2.72M	0.12%	–	–
Ieq Capital, LLC	20,022	$2.72M	0.11%	–	–
Foyston, Gordon, & Payne Inc	19,950	$2.71M	0.64%	–	–
Keel Point, LLC	19,909	$2.70M	0.29%	–	–
Bailard, Inc.	19,795	$2.69M	0.10%	–	–
Meridian Investment Counsel Inc.	19,745	$2.68M	1.03%	–	–
Arkadios Wealth Advisors	19,666	$2.67M	0.44%	–	–
Harvey Capital Management Inc	19,650	$2.67M	0.97%	–	–
HBK Sorce Advisory LLC	19,647	$2.67M	0.16%	–	–
Octavia Wealth Advisors, LLC	19,509	$2.66M	0.79%	–	–
Bank Ozk	19,565	$2.66M	1.22%	–	–
Moloney Securities Asset Management, LLC	19,475	$2.65M	0.52%	–	–
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	19,461	$2.64M	0.01%	–	–
Chesley Taft & Associates LLC	18,951	$2.64M	0.16%	–	–
Fort Pitt Capital Group, LLC	19,439	$2.64M	0.12%	–	–
Archford Capital Strategies, LLC	18,819	$2.64M	0.70%	–	–
Diligent Investors, LLC	19,415	$2.64M	0.96%	–	–
Summit Asset Management, LLC	19,365	$2.63M	0.89%	–	–
Red Door Wealth Management, LLC	19,267	$2.62M	1.34%	–	–
ARS Wealth Advisors, LLC	19,285	$2.62M	0.57%	–	–
Garner Asset Management Corp	19,214	$2.61M	1.38%	–	–
Sompo Asset Management Co., Ltd.	19,200	$2.61M	0.59%	–	–
Eudaimonia Partners, LLC	19,183	$2.61M	0.54%	–	–