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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
PFG Advisors7,321$994.0K0.13%––
GPS Wealth Strategies Group, LLC7,312$993.0K0.29%––
Alphasimplex Group, LLC7,297$991.0K0.41%––
Biltmore Family Office, LLC7,269$991.0K0.31%––
Somerville Kurt F7,280$989.0K0.16%––
Spotlight Asset Group, Inc.7,282$989.0K0.37%––
RB Capital Management, LLC7,271$988.0K0.44%––
Inlet Private Wealth, LLC7,250$985.0K0.28%––
Aaron Wealth Advisors7,250$984.0K0.36%––
Secure Asset Management, LLC7,210$979.0K0.54%––
Intersect Capital LLC7,179$975.0K0.20%––
Shulman DeMeo Asset Management LLC7,180$975.0K0.27%––
Folger Nolan Fleming Douglas Capital Management, Inc7,161$973.0K0.12%––
Live Oak Private Wealth LLC7,146$971.0K0.24%––
CVA Family Office, LLC7,143$970.0K0.37%––
Gould Asset Management LLC7,133$969.0K0.30%––
Adirondack Trust Co7,116$966.0K0.51%––
Quadrant Private Wealth Management, LLC7,105$965.0K0.42%––
Beaumont Asset Management, L.L.C.7,108$965.0K0.81%––
Delta Investment Management, LLC7,095$964.0K0.31%––
Lincoln Capital LLC7,089$963.0K0.30%––
Two Sigma Securities, LLC7,086$962.0K0.22%––
Insight Advisors, LLC6,851$960.0K0.30%––
Seven Eight Capital, LP6,640$957.0K0.22%––
Principle Wealth Partners LLC7,041$956.0K0.11%––
Proffitt & Goodson Inc7,030$955.0K0.18%––
Joel Isaacson & Co., LLC7,018$953.0K0.08%––
Coastal Bridge Advisors, LLC7,009$952.0K0.17%––
Cannell Peter B & Co Inc7,000$951.0K0.03%––
Toews Corp7,000$951.0K0.08%––
Reilly Financial Advisors, LLC6,989$949.0K0.08%––
Liberty Capital Management, Inc.6,988$949.0K0.33%––
WealthShield Partners, LLC6,974$947.0K0.17%––
Boston Family Office LLC6,569$946.0K0.07%––
Affinity Wealth Management LLC6,717$945.0K0.19%––
Hurlow Wealth Management Group, Inc.6,939$943.0K0.68%––
St. Louis Trust Co6,937$942.0K0.23%––
Benjamin Edwards Inc6,911$939.0K0.71%––
Menard Financial Group LLC6,873$934.0K1.00%––
Wellington Shields Capital Management, LLC6,870$933.0K0.09%––
Southeast Asset Advisors Inc.6,864$932.0K0.17%––
Modera Wealth Management, LLC6,859$932.0K0.06%––
Legacy Bridge, LLC6,808$925.0K0.60%––
WNY Asset Management, LLC6,767$923.0K0.37%––
Marcum Wealth, LLC6,771$920.0K0.15%––
Pin Oak Investment Advisors Inc6,756$918.0K0.78%––
Lazard Freres Gestion S.A.S.7,946$918.0K0.03%––
KC Investment Advisors, LLC6,757$918.0K0.85%––
Redhawk Wealth Advisors, Inc.6,748$917.0K0.23%––
Patriot Investment Management Inc.6,751$917.0K0.09%––
Americana Partners, LLC7,012$916.0K0.57%––
Doliver Advisors, LP6,732$914.0K0.34%––
Next Capital Management LLC6,730$914.0K0.59%––
Claro Advisors LLC6,724$913.0K0.46%––
Papp L Roy & Associates6,706$911.0K0.13%––
Woodward Diversified Capital, LLC6,700$910.0K0.54%––
Wright Investors Service Inc6,674$907.0K0.27%––
REDW Wealth LLC6,678$907.0K0.30%––
Mosaic Family Wealth, LLC6,645$903.0K0.28%––
Pinnacle Wealth Planning Services, Inc.6,634$901.0K0.23%––
Valley National Advisers Inc6,597$896.0K0.18%––
Caxton Associates LP6,595$896.0K0.09%––
Pioneer Trust Bank N A6,580$894.0K0.26%––
Towerpoint Wealth, LLC6,579$894.0K0.43%––
Truadvice, LLC6,401$894.0K0.26%––
OneAscent Wealth Management LLC6,554$890.0K0.38%––
Whalerock Point Partners, LLC6,537$887.9K0.39%––
Great Diamond Partners, LLC6,533$887.0K0.27%––
TD Capital Management LLC6,519$886.0K0.12%––
San Francisco Sentry Investment Group (Ca)6,523$886.0K0.38%––
TLWM6,516$884.0K0.34%––
Landmark Financial Advisors, LLC6,504$883.0K0.48%––
Lee Capital Holdings LLC6,500$883.0K0.40%––
Gladstone Institutional Advisory LLC6,485$881.0K0.14%––
Columbia Asset Management6,479$880.0K0.16%––
Day & Ennis, LLC6,465$878.0K0.33%––
Edmonds Duncan Registered Investment Advisors, LLC6,464$878.0K0.29%––
Laird Norton Trust Company, LLC6,086$877.0K0.10%––
Hanson & Doremus Investment Management6,456$877.0K0.20%––
Chicago Partners Investment Group LLC6,331$873.0K0.07%––
Sky Investment Group LLC6,374$866.0K0.21%––
Reynders McVeigh Capital Management, LLC6,364$864.0K0.06%––
LexAurum Advisors, LLC6,357$864.0K0.30%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,351$863.0K0.07%––
PSI Advisors, LLC6,353$862.0K0.51%––
Veracity Capital LLC6,331$860.0K0.40%––
Central Bank & Trust Co6,318$858.0K0.15%––
Warren Averett Asset Management, LLC5,986$853.0K0.08%––
Beaton Management Co. Inc.6,275$852.0K0.59%––
CSat Investment Advisory, L.P.6,267$851.0K0.71%––
Sullivan, Bruyette, Speros & Blaney, LLC6,265$851.0K0.04%––
Renasant Bank6,258$850.0K0.68%––
Dixon Hubard Feinour & Brown Inc6,253$849.0K0.20%––
Grove Bank & Trust6,249$849.0K0.20%––
Arkansas Financial Group, Inc.6,244$848.0K0.20%––
Carmichael Hill & Associates, Inc.6,229$846.0K0.51%––
WealthStone, Inc.6,224$845.0K0.29%––
Aj Wealth Strategies, LLC6,215$844.0K0.06%––
Foster Group, Inc.6,210$844.0K0.13%––
Aviance Capital Partners, LLC6,199$842.0K0.16%––