Skip to main content

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
Gsa Capital Partners LLP6,174$839.0K0.14%––
GYL Financial Synergies, LLC6,148$835.0K0.46%––
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%––
Proquility Private Wealth Partners, LLC6,103$829.0K0.33%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,103$828.0K0.09%––
Professional Financial Advisors, LLC6,061$823.0K0.51%––
Founders Financial Alliance, LLC5,905$823.0K0.41%––
Triton Wealth Management, PLLC5,851$820.0K0.56%––
Financial Architects, Inc6,033$819.0K0.13%––
Murphy Pohlad Asset Management LLC6,035$819.0K0.36%––
Sheets Smith Wealth Management6,023$818.0K0.12%––
Oak Family Advisors, LLC6,021$818.0K0.56%––
Nwam LLC6,006$816.0K0.08%––
Arnhold LLC6,007$816.0K0.10%––
TD Ameritrade Investment Management, LLC5,647$814.0K0.01%––
Green Harvest Asset Management LLC6,003$814.0K0.20%––
Cooper Financial Group5,989$813.0K0.18%––
Icon Wealth Partners, LLC5,974$811.0K0.10%––
blooom, inc.5,946$809.0K0.64%––
First Foundation Advisors5,938$807.0K0.03%––
Rafferty Asset Management, LLC5,932$806.0K0.01%––
Edge Capital Group, LLC5,937$806.0K0.07%––
Clearview Wealth Advisors LLC5,924$805.0K0.52%––
TAP Consulting, LLC5,917$804.0K0.25%––
Windsor Group LTD5,914$803.0K0.19%––
ZWJ Investment Counsel Inc5,872$798.0K0.05%––
Orrstown Financial Services Inc5,871$796.0K1.12%––
Lake Street Advisors Group, LLC5,861$796.0K0.06%––
Summit Financial Wealth Advisors, LLC5,502$793.0K0.20%––
Certified Advisory Corp5,817$790.0K0.20%––
Cohen Lawrence B5,803$788.0K0.43%––
B&D White Capital Company, LLC6,070$788.0K0.42%––
Fieldpoint Private Securities, LLC5,796$787.0K0.18%––
United Maritime Capital LLC5,970$786.0K0.65%––
Adams Chetwood Wealth Management LLC5,777$785.0K0.60%––
Red Wave Investments LLC5,781$785.0K0.32%––
Brown Advisory Securities, LLC5,764$783.0K0.13%––
Sentinel Pension Advisors Inc5,828$782.0K0.29%––
Kore Private Wealth LLC5,751$781.0K0.11%––
Waterfront Wealth Inc.5,725$776.0K0.39%––
Annapolis Financial Services, LLC5,698$774.0K0.28%––
Chicago Capital, LLC5,694$773.0K0.03%––
Intrua Financial, LLC5,569$771.0K0.20%––
Jackson, Grant Investment Advisers, Inc.5,669$770.0K0.35%––
Levin Capital Strategies, L.P.5,657$768.0K0.08%––
TCI Wealth Advisors, Inc.5,611$762.0K0.34%––
Patten Group, Inc.5,610$762.0K0.24%––
Exencial Wealth Advisors, LLC5,596$760.0K0.05%––
Financial Partners Group, Inc5,589$759.0K0.22%––
Brewin Dolphin Wealth Management Ltd5,572$756.8K0.12%––
Bridgeworth, LLC5,567$756.0K0.24%––
Sage Mountain Advisors LLC5,563$756.0K0.16%––
Cornerstone Wealth Group, LLC5,348$755.0K0.15%––
Detalus Advisors, LLC5,561$755.0K0.45%––
Madden Securities Corp5,562$755.0K0.44%––
Hoover Financial Advisors, Inc.5,372$750.0K0.14%––
Archetype Wealth Partners5,508$748.0K0.29%––
Elgethun Capital Management5,500$747.0K0.29%––
Kingfisher Capital LLC5,471$743.0K0.21%––
Financial Advisory Group5,454$741.0K0.19%––
Perennial Investment Advisors, LLC5,455$741.0K0.29%––
Old Mission Investment Co LLC5,435$738.2K0.34%––
Sterneck Capital Management, LLC5,430$738.0K0.52%––
Pflug Koory, LLC5,429$737.0K0.41%––
Compton Capital Management Inc5,416$736.0K0.23%––
Sugarloaf Wealth Management, LLC5,411$735.0K0.22%––
Global Financial Private Client, LLC5,414$734.2K0.53%––
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%––
Oarsman Capital, Inc.5,396$733.0K0.32%––
Merit Financial Group, LLC5,391$732.0K0.08%––
DeDora Capital, Inc.5,389$732.0K0.35%––
Grace Capital5,381$731.0K0.46%––
XTX Topco Ltd5,385$731.0K0.36%––
Smith Shellnut Wilson LLC5,372$730.0K0.45%––
DT Investment Partners, LLC5,374$730.0K0.11%––
FDx Advisors, Inc.5,364$729.0K0.03%––
AIA Group Ltd5,325$723.0K0.10%––
RSM US Wealth Management LLC5,322$723.0K0.05%––
Cypress Wealth Services, LLC5,319$722.0K0.15%––
BCJ Capital Management, LLC5,308$721.0K0.09%––
Prescott Group Capital Management, L.L.C.5,294$719.0K0.21%––
Cribstone Capital Management, LLC5,289$718.0K0.47%––
Beaumont Financial Partners, LLC5,275$717.0K0.06%––
FSB Premier Wealth Management, Inc.5,269$715.0K0.39%––
Moody Lynn & Lieberson, LLC5,253$714.0K0.06%––
Evermay Wealth Management LLC5,248$713.0K0.14%––
High Pines Wealth Management, LLC5,250$713.0K0.63%––
Lokken Investment Group LLC5,245$712.0K0.63%––
Strategic Blueprint, LLC5,227$710.0K0.15%––
Holderness Investments Co5,203$707.0K0.25%––
Cowa, LLC5,071$707.0K0.42%––
Tealwood Asset Management Inc5,163$701.0K0.28%––
Truehand, Inc5,160$701.0K0.43%––
Carlson Capital Management5,158$701.0K0.12%––
HBW Advisory Services LLC5,156$700.0K0.19%––
Sunburst Financial Group, LLC5,134$697.0K0.49%––
Minot Wealth Management LLC5,133$697.0K0.18%––