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
Hudson Capital Management LLC	16,507	$2.24M	0.96%	–	–
Arete Wealth Advisors, LLC	16,393	$2.23M	0.29%	–	–
Johnson Financial Group, Inc.	16,282	$2.21M	0.15%	–	–
Centaurus Financial, Inc.	16,273	$2.21M	0.22%	–	–
Duff & Phelps Investment Management Co	16,235	$2.21M	0.03%	–	–
Ledyard National Bank	16,201	$2.20M	0.24%	–	–
Tokio Marine Asset Management Co Ltd	16,195	$2.20M	0.23%	–	–
Northstar Asset Management LLC	16,185	$2.20M	0.63%	–	–
AdvisorNet Financial, Inc	16,179	$2.20M	0.16%	–	–
Sterling Investment Management, Inc.	16,165	$2.20M	1.50%	–	–
Congress Park Capital LLC	16,162	$2.19M	1.23%	–	–
Telos Capital Management, Inc.	16,144	$2.19M	0.32%	–	–
Ameritas Investment Company, LLC	16,140	$2.19M	0.19%	–	–
NVWM, LLC	16,108	$2.19M	0.87%	–	–
Northstar Group, Inc.	16,098	$2.19M	0.62%	–	–
Brookstone Capital Management	16,084	$2.19M	0.08%	–	–
Vestmark Advisory Solutions, Inc.	16,089	$2.19M	0.19%	–	–
Sterling Investment Advisors, Ltd.	16,074	$2.18M	0.70%	–	–
Jefferies Group LLC	16,069	$2.18M	0.05%	–	–
Landsberg, Bennett, & Dubbaneh LLC	16,089	$2.18M	0.31%	–	–
Cito Capital Group, LLC	16,000	$2.18M	1.06%	–	–
Allworth Financial LP	16,040	$2.18M	0.04%	–	–
NTV Asset Management LLC	15,991	$2.17M	0.40%	–	–
Sepio Capital, LP	15,990	$2.17M	0.20%	–	–
Hudson Value Partners, LLC	15,935	$2.16M	1.31%	–	–
Financial Advocates Investment Management	15,923	$2.16M	0.16%	–	–
Regency Capital Management Inc.	15,874	$2.16M	2.27%	–	–
Ropes Wealth Advisors LLC	15,398	$2.15M	0.38%	–	–
Budros, Ruhlin & Roe, Inc.	15,797	$2.15M	0.26%	–	–
Bank of Stockton	15,795	$2.15M	0.71%	–	–
Stoneridge Investment Partners LLC	15,696	$2.13M	1.12%	–	–
Summit X, LLC	15,571	$2.12M	0.58%	–	–
Change Path, LLC	15,477	$2.10M	0.16%	–	–
Security National Bank of Sioux City Iowa	15,439	$2.10M	1.69%	–	–
Wolff Wiese Magana LLC	15,429	$2.10M	1.64%	–	–
Choate Investment Advisors	15,328	$2.08M	0.13%	–	–
Successful Portfolios LLC	15,256	$2.07M	1.37%	–	–
Hollow Brook Wealth Management LLC	15,246	$2.07M	1.36%	–	–
Sculati Wealth Management, LLC	15,214	$2.07M	1.19%	–	–
Empirical Finance, LLC	14,319	$2.06M	0.36%	–	–
Ironwood Investment Counsel, LLC	15,189	$2.06M	0.59%	–	–
Providence Wealth Advisors, LLC	15,188	$2.06M	1.52%	–	–
StoneX Group Inc.	15,060	$2.05M	0.37%	–	–
Qtron Investments LLC	15,111	$2.05M	0.57%	–	–
Wealth Alliance Advisory Group, LLC	15,069	$2.05M	1.05%	–	–
TrimTabs Asset Management, LLC	15,134	$2.04M	1.04%	–	–
R.H. Dinel Investment Counsel, Inc.	15,050	$2.04M	1.56%	–	–
Johanson Financial Advisors, Inc.	14,627	$2.04M	0.74%	–	–
Kentucky Farm Bureau Mutual Insurance Co	15,000	$2.04M	0.63%	–	–
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%	–	–
Carroll Financial Associates, Inc.	14,963	$2.03M	0.12%	–	–
Jump Financial, LLC	14,949	$2.03M	0.19%	–	–
Flagship Harbor Advisors, LLC	14,884	$2.02M	0.23%	–	–
Pinkerton Retirement Specialists, LLC	14,879	$2.02M	0.42%	–	–
BBVA USA Bancshares, Inc.	14,848	$2.02M	0.10%	–	–
Kensington Investment Counsel, LLC	14,825	$2.01M	1.51%	–	–
Parkside Financial Bank & Trust	14,757	$2.00M	0.61%	–	–
CAPROCK Group, Inc.	14,684	$2.00M	0.22%	–	–
Maryland Capital Management	14,737	$2.00M	0.13%	–	–
Naples Global Advisors, LLC	14,729	$2.00M	0.30%	–	–
Lester Murray Antman dba SimplyRich	14,718	$2.00M	0.79%	–	–
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%	–	–
Sentry Investment Management LLC	14,683	$1.99M	0.55%	–	–
ProVise Management Group, LLC	14,641	$1.99M	0.21%	–	–
Laurel Wealth Advisors, Inc.	14,645	$1.99M	0.30%	–	–
Mitchell McLeod Pugh & Williams Inc	14,635	$1.99M	0.83%	–	–
Veriti Management LLC	14,619	$1.99M	0.53%	–	–
Bangor Savings Bank	14,618	$1.99M	0.24%	–	–
Welch Group, LLC	14,538	$1.98M	0.14%	–	–
Mission Wealth Management, LP	14,536	$1.97M	0.11%	–	–
Kinloch Capital, LLC	14,502	$1.97M	1.51%	–	–
Security National Bank of So Dak	14,490	$1.97M	1.64%	–	–
Cipher Capital LP	14,449	$1.96M	0.23%	–	–
North Star Investment Management Corp.	14,445	$1.96M	0.19%	–	–
HawsGoodwin Investment Management LLC	14,427	$1.96M	0.63%	–	–
Quadrant Capital Group LLC	14,301	$1.94M	0.32%	–	–
Keebeck Wealth Management, LLC	14,208	$1.94M	0.30%	–	–
Roman Butler Fullerton & Co	13,805	$1.94M	0.97%	–	–
Aspen Investment Management Inc	14,246	$1.94M	1.08%	–	–
Jacobs & Co	14,210	$1.93M	0.24%	–	–
Allred Capital Management, LLC	14,148	$1.92M	0.87%	–	–
Prime Capital Investment Advisors, LLC	21,053	$1.92M	0.14%	–	–
Hengehold Capital Management LLC	14,081	$1.91M	0.27%	–	–
Canandaigua National Corp	13,987	$1.90M	0.32%	–	–
American National Registered Investment Advisor, Inc.	13,990	$1.90M	0.73%	–	–
Abbrea Capital, LLC	13,904	$1.90M	0.31%	–	–
Private Harbour Investment Management & Counsel, LLC	13,950	$1.90M	1.72%	–	–
Dynamic Advisor Solutions LLC	13,951	$1.90M	0.18%	–	–
CFM Wealth Partners LLC	13,946	$1.89M	0.57%	–	–
Windsor Capital Management, LLC	13,879	$1.89M	0.65%	–	–
Verity Asset Management, Inc.	13,839	$1.88M	1.12%	–	–
Moneta Group Investment Advisors LLC	13,723	$1.86M	0.10%	–	–
Motley Fool Wealth Management, LLC	13,711	$1.86M	0.08%	–	–
Martin & Co Inc	13,689	$1.86M	0.47%	–	–
Boenning & Scattergood, Inc.	13,668	$1.86M	0.35%	–	–
FLC Capital Advisors	13,667	$1.86M	0.58%	–	–