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
Siemens Fonds Invest GmbH	37,244	$5.06M	0.49%	–	–
Trinity Legacy Partners, LLC	35,932	$5.05M	2.01%	–	–
NorthCoast Asset Management LLC	37,081	$5.04M	0.21%	–	–
Wetherby Asset Management Inc	37,058	$5.03M	0.38%	–	–
Silvant Capital Management LLC	36,792	$5.02M	0.86%	–	–
Rothschild Investment Corp	36,598	$4.97M	0.43%	–	–
Pavion Blue Capital, LLC	36,538	$4.96M	3.27%	–	–
Gifford Fong Associates	36,400	$4.94M	1.06%	–	–
Homrich & Berg	36,358	$4.94M	0.13%	–	–
Lincoln National Corp	36,333	$4.93M	0.12%	–	–
Bahl & Gaynor Inc	36,183	$4.92M	0.03%	–	–
First National Bank of Mount Dora, Trust Investment Services	35,963	$4.88M	1.70%	–	–
Diversified Trust Co	35,895	$4.88M	0.19%	–	–
Profund Advisors LLC	35,725	$4.85M	0.19%	–	–
Cornerstone Wealth Management, LLC	35,727	$4.85M	0.57%	–	–
GHP Investment Advisors, Inc.	35,675	$4.85M	0.42%	–	–
Xcel Wealth Management, LLC	35,544	$4.83M	1.72%	–	–
Allstate Corp	35,511	$4.82M	0.15%	–	–
First American Trust, FSB	35,414	$4.81M	0.76%	–	–
6 Meridian	35,386	$4.81M	0.41%	–	–
Intact Investment Management Inc.	35,300	$4.79M	0.14%	–	–
O'Brien Greene & Co. Inc	35,240	$4.79M	1.90%	–	–
Walleye Trading LLC	35,214	$4.78M	0.16%	–	–
Royal Fund Management, LLC	35,172	$4.78M	0.87%	–	–
Benson Investment Management Company, Inc.	35,129	$4.77M	2.78%	–	–
Frontier Wealth Management LLC	35,070	$4.76M	0.37%	–	–
Bridgecreek Investment Management, LLC	35,040	$4.76M	0.74%	–	–
Thomasville National Bank	41,590	$4.72M	0.88%	–	–
Alexandria Capital, LLC	34,770	$4.72M	0.48%	–	–
Grassi Investment Management	34,704	$4.71M	0.53%	–	–
Hixon Zuercher, LLC	34,608	$4.70M	3.11%	–	–
One Capital Management, LLC	34,516	$4.69M	0.52%	–	–
Ingalls & Snyder LLC	34,487	$4.68M	0.22%	–	–
Harbour Investments, Inc.	34,241	$4.65M	0.17%	–	–
Strategic Wealth Advisors Group, LLC	34,168	$4.64M	0.24%	–	–
Horrell Capital Management, Inc.	33,930	$4.61M	1.82%	–	–
Mirae Asset Global Investments Co., Ltd.	33,746	$4.58M	0.02%	–	–
Stokes Capital Advisors, LLC	33,691	$4.58M	1.88%	–	–
Buckingham Strategic Wealth, LLC	33,681	$4.58M	0.23%	–	–
SlateStone Wealth, LLC	33,290	$4.52M	1.12%	–	–
Marshall Wace North America L.P.	33,250	$4.52M	0.02%	–	–
Stonnington Group, LLC	33,219	$4.52M	1.09%	–	–
Estabrook Capital Management	33,201	$4.51M	0.69%	–	–
Perpetual Investment Management Ltd	33,252	$4.50M	0.75%	–	–
Plimoth Trust Co LLC	33,100	$4.50M	1.33%	–	–
Wills Financial Group, Inc.	33,071	$4.49M	2.18%	–	–
Alerus Financial NA	33,054	$4.49M	0.47%	–	–
JustInvest LLC	33,053	$4.49M	0.68%	–	–
Phoenix Holdings Ltd.	33,041	$4.49M	0.10%	–	–
Baker Chad R	33,000	$4.48M	1.07%	–	–
Valeo Financial Advisors, LLC	32,980	$4.48M	0.21%	–	–
Wendell David Associates Inc	32,914	$4.47M	0.54%	–	–
Coldstream Capital Management Inc	32,907	$4.47M	0.26%	–	–
Chickasaw Capital Management LLC	32,812	$4.46M	0.24%	–	–
McGuire Investment Group, LLC	32,675	$4.44M	0.94%	–	–
SageGuard Financial Group, LLC	32,322	$4.39M	2.04%	–	–
Community Bank & Trust, Waco, Texas	32,307	$4.39M	1.49%	–	–
Silvercrest Asset Management Group LLC	32,204	$4.37M	0.03%	–	–
V Wealth Advisors LLC	32,153	$4.37M	0.80%	–	–
Mach-1 Financial Group, Inc.	31,869	$4.33M	3.94%	–	–
Baugh & Associates, LLC	31,851	$4.33M	2.86%	–	–
River & Mercantile Asset Management LLP	31,809	$4.32M	0.26%	–	–
Fulton Bank, N.A.	31,777	$4.32M	0.22%	–	–
Annandale Capital, LLC	31,760	$4.31M	3.06%	–	–
Quilter Plc	31,585	$4.29M	0.14%	–	–
Mader & Shannon Wealth Management, Inc.	31,556	$4.29M	2.51%	–	–
Gamco Investors, Inc. Et Al	31,469	$4.27M	0.04%	–	–
Riggs Asset Managment Co. Inc.	31,428	$4.27M	1.29%	–	–
CX Institutional	31,314	$4.25M	0.38%	–	–
Reliant Investment Management, LLC	31,199	$4.24M	2.07%	–	–
Murphy Capital Management Inc	31,113	$4.23M	0.53%	–	–
LVW Advisors, LLC	31,084	$4.22M	0.81%	–	–
Loring Wolcott & Coolidge Fiduciary Advisors LLP	31,079	$4.22M	0.05%	–	–
Wesleyan Assurance Society	31,000	$4.21M	0.56%	–	–
Proficio Capital Partners LLC	30,893	$4.20M	0.54%	–	–
Belpointe Asset Management LLC	36,264	$4.19M	0.36%	–	–
Picton Mahoney Asset Management	30,849	$4.19M	0.21%	–	–
Pecaut & Co.	30,665	$4.17M	3.01%	–	–
Mechanics Bank Trust Department	30,529	$4.15M	0.71%	–	–
Park Avenue Securities LLC	30,508	$4.14M	0.10%	–	–
XXEC, Inc.	30,498	$4.14M	2.91%	–	–
Busey Wealth Management	30,498	$4.14M	0.21%	–	–
Wealthspire Advisors, LLC	30,400	$4.13M	0.10%	–	–
Spinnaker Trust	30,373	$4.12M	0.31%	–	–
Resources Investment Advisors, LLC.	30,356	$4.12M	0.19%	–	–
Pinnacle Financial Partners Inc	30,293	$4.12M	0.19%	–	–
Ossiam	30,133	$4.09M	0.13%	–	–
Northstar Investment Advisors LLC	30,117	$4.09M	0.60%	–	–
B. Riley Wealth Management, Inc.	30,006	$4.08M	0.48%	–	–
Ulysses Management LLC	30,000	$4.08M	0.67%	–	–
Gladius Capital Management LP	29,923	$4.07M	0.92%	–	–
Eagle Capital Management, LLC	29,920	$4.06M	1.24%	–	–
Wedbush Securities Inc	33,232	$4.06M	0.22%	–	–
Nomura Holdings Inc	30,399	$4.06M	0.03%	–	–
Hamilton Point Investment Advisors, LLC	29,700	$4.05M	1.17%	–	–
Berger Financial Group, Inc	29,756	$4.04M	0.88%	–	–
Arrow Financial Corp	29,709	$4.04M	0.54%	–	–
Gamble Jones Investment Counsel	29,681	$4.03M	0.27%	–	–
Integrated Advisors Network LLC	29,570	$4.02M	0.37%	–	–
FAI Wealth Management	29,486	$4.00M	3.46%	–	–