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; 4,426 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.

Q2 2021 vs. Q1 2021

How the institutions holding Walmart Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of WMT: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders2,492362,501+45
Shares839.4M3.64M864.3M+28.5M (+3.4%)
Value$113.9B$494.1M$121.8B+$8.32B (+7.3%)

36 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (162)

Institutions that held Walmart Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 162 by value.

Institutions new to WMT in Q2 2021
InstitutionSharesValue% of portfolio
Amundi927,592$130.8M0.09%
Holocene Advisors, LP547,205$77.2M0.47%
Interval Partners, LP399,697$56.4M3.41%
Polaris Wealth Advisory Group, LLC260,284$36.3M2.15%
North Fourth Asset Management, LP126,274$17.8M6.72%
Alyeska Investment Group, L.P.122,248$17.2M0.20%
Sandler Capital Management105,000$14.8M1.30%
Kehrs Ridge Capital,LLC85,000$12.0M4.89%
LMR Partners LLP81,543$11.5M0.17%
Weiss Asset Management LP71,289$10.1M0.28%
Weiss Multi-Strategy Advisers LLC51,194$7.22M0.16%
Moore Capital Management, LP50,000$7.05M0.13%
Stevens Capital Management LP49,290$6.95M2.04%
Carlson Capital L P42,700$6.02M0.29%
First Interstate Bank41,612$5.87M0.62%
E. Ohman J:or Asset Management AB39,200$5.53M0.17%
Walleye Capital LLC36,738$5.18M0.19%
HAP Trading, LLC35,894$5.06M0.31%
Investment Advisory Services Inc35,030$4.94M3.05%
Pinnacle Wealth Advisors34,130$4.81M0.19%
Strategic Global Advisors, LLC32,812$4.63M0.84%
Maverick Capital LtdSuperinvestorMaverick Capital32,560$4.59M0.04%
WBI Investments28,091$3.96M0.61%
MIK Capital, LP26,874$3.79M1.92%
Hall Capital Management Co Inc25,003$3.53M2.28%
Claybrook Capital, LLC24,479$3.45M1.13%
Snider Financial Group23,150$3.28M1.54%
LaFleur & Godfrey LLC23,097$3.26M0.47%
AlphaCrest Capital Management LLC21,826$3.08M0.13%
Bayesian Capital Management, LP21,800$3.07M0.80%
Regal Investment Advisors LLC21,691$3.06M0.31%
Bank of New Hampshire18,273$2.58M0.69%
Cutler Group LP17,127$2.42M0.18%
BBVA USA16,764$2.36M0.13%
MD Financial Management Inc.16,069$2.27M0.06%
Marshall Wace Asia Ltd15,928$2.25M0.05%
Quantitative Systematic Strategies LLC15,347$2.16M0.76%
Trexquant Investment LP14,755$2.08M0.18%
Waddell & Associates, LLC14,692$2.07M0.36%
Legato Capital Management LLC14,479$2.04M0.29%
McMillion Capital Management Inc13,957$1.97M1.07%
Sassicaia Capital Advisers LLC13,000$1.83M1.91%
Deseret Mutual Benefit Administrators12,643$1.78M0.43%
Kempen Capital Management N.V.14,102$1.70M0.06%
Cinctive Capital Management LP11,996$1.69M0.09%
Duality Advisers, LP11,577$1.63M0.14%
Aigen Investment Management, LP11,466$1.62M0.28%
West Family Investments, Inc.10,762$1.52M0.42%
Fluent Financial, LLC10,622$1.50M0.64%
Magnolia Capital Advisors LLC10,555$1.49M0.66%
Summit Financial Strategies, Inc.10,499$1.48M0.31%
Cherry Creek Investment Advisors, Inc.10,363$1.46M0.96%
Warther Private Wealth, LLC9,438$1.31M1.28%
WMS Partners, LLC9,109$1.28M0.19%
Castleview Partners, LLC9,088$1.28M0.56%
Wealth Quarterback LLC8,469$1.20M0.73%
Cerro Pacific Wealth Advisors LLC7,930$1.12M0.83%
PRW Wealth Management LLC7,646$1.08M0.32%
Platform Technology Partners7,557$1.07M0.44%
Bridgefront Capital, LLC7,351$1.04M0.39%
Aureus Asset Management, LLC7,277$1.03M0.07%
Laurion Capital Management LP7,200$1.01M0.02%
Tempus Wealth Planning, LLC6,642$937.0K0.62%
Advisory Alpha, LLC6,012$848.0K0.07%
Colton Groome Financial Advisors, LLC6,001$846.0K0.39%
Mason Investment Advisory Services, Inc.5,037$710.3K0.07%
Advisor Resource Council4,995$704.0K0.07%
Accurate Wealth Management, LLC4,737$668.0K0.59%
Eagle Capital Management LLC4,729$667.0K0.00%
Enlightenment Research, LLC4,700$663.0K0.84%
Oak Asset Management, LLC4,507$636.0K0.27%
NSI Retail Advisors, LLC4,413$622.0K0.09%
Kimelman & Baird, LLC4,389$619.0K0.06%
Engine No. 1 LLC4,380$618.0K0.17%
Teamwork Financial Advisors, LLC4,033$569.0K0.12%
MYDA Advisors LLC4,000$564.0K0.16%
Derbend Asset Management3,626$511.0K0.48%
Cliftonlarsonallen Wealth Advisors, LLC3,551$501.0K0.02%
G&S Capital LLC3,376$476.0K0.25%
Machina Capital S.A.S.3,200$451.0K0.76%
Clear Perspective Advisors, LLC3,020$426.0K0.15%
One Charles Private Wealth Services, LLC3,017$426.0K0.29%
Northstar Asset Management Inc3,000$423.1K0.11%
Corsicana & Co.2,757$389.0K0.25%
Eagle Bay Advisors LLC2,685$383.0K0.31%
Lafayette Investments, Inc.2,534$357.0K0.10%
Avondale Wealth Management2,530$357.0K0.33%
New World Advisors LLC2,447$345.0K0.23%
TrinityPoint Wealth, LLC2,369$334.0K0.07%
Summit Financial, LLC2,330$328.6K0.03%
Shay Capital LLC2,200$310.0K0.07%
North Star Asset Management Inc2,161$305.0K0.02%
Heritage Wealth Management, LLC2,143$302.0K0.11%
Global Strategic Investment Solutions, LLC2,108$297.0K0.05%
Campbell & CO Investment Adviser LLC2,000$282.0K0.12%
McAdam, LLC1,923$273.0K0.03%
Clear Creek Financial Management, LLC1,880$265.0K0.04%
Orleans Capital Management Corp1,800$254.0K0.16%
SRS Capital Advisors, Inc.1,787$252.0K0.03%
Cahaba Wealth Management, Inc.1,697$241.0K0.04%

Sold out (117)

Institutions that held Walmart Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Showing the largest 100 of 117 by value.

Institutions that sold out of WMT in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Kerrisdale Advisers, LLC192,533$26.2M
Capital Bank & Trust Co175,381$23.8M
Ergoteles LLC138,199$18.8M
Edgestream Partners, L.P.136,665$18.6M
Jacobs Levy Equity Management, Inc136,131$18.5M
Natixis99,806$13.5M
British Airways Pensions Investment Management Ltd66,673$9.06M
Motley Fool Asset Management LLC61,902$8.41M
Westfield Capital Management Co LP60,365$8.20M
Churchill Management Corp53,899$7.32M
Leonteq Securities AG47,608$6.47M
Distillate Capital Partners LLC43,989$5.97M
Campbell Capital Management Inc40,548$5.51M
Benson Investment Management Company, Inc.35,129$4.77M
Voya Financial Advisors, Inc.26,791$3.64M
Radnor Capital Management, LLC25,750$3.50M
Amica Mutual Insurance Co19,046$2.59M
Pearl River Capital, LLC19,034$2.58M
Asio Capital, LLC18,958$2.58M
CPWM, LLC18,628$2.53M
IPG Investment Advisors LLC17,651$2.40M
Leverage Partners Absolute Return Fund SPC15,000$2.04M
Godsey & Gibb Associates13,173$1.79M
Virtu Financial LLC12,764$1.73M
Spouting Rock Asset Management, LLC12,389$1.68M
Bluefin Capital Management, LLC11,015$1.50M
SRB Corp10,854$1.47M
Droms Strauss Advisors Inc10,334$1.40M
Mount Lucas Management LP9,908$1.35M
Lombard Odier Asset Management (Europe) Ltd9,363$1.27M
ETF Managers Group, LLC8,998$1.22M
Alpine Global Management, LLC8,000$1.09M
Farmers National Bank7,921$1.08M
Clarity Financial LLC7,729$1.05M
Grandview Asset Management LLC7,443$1.01M
Shulman DeMeo Asset Management LLC7,180$975.0K
Toews Corp7,000$951.0K
Lazard Freres Gestion S.A.S.7,946$918.0K
Next Capital Management LLC6,730$914.0K
Wright Investors Service Inc6,674$907.0K
Caxton Associates LP6,595$896.0K
Lee Capital Holdings LLC6,500$883.0K
Gsa Capital Partners LLP6,174$839.0K
B&D White Capital Company, LLC6,070$788.0K
United Maritime Capital LLC5,970$786.0K
Levin Capital Strategies, L.P.5,657$768.0K
Morris Retirement Advisors, LLC5,406$734.0K
XTX Topco Ltd5,385$731.0K
Ferris Capital, LLC5,036$684.0K
Stadion Money Management, LLC5,013$681.0K
Vicus Capital4,578$622.0K
Amica Retiree Medical Trust4,333$589.0K
Boston Common Asset Management, LLC4,265$579.0K
VisionPoint Advisory Group, LLC4,105$558.0K
Wealthgate Family Office, LLC4,070$553.0K
KLCM Advisors, Inc.3,831$520.0K
Hussman Strategic Advisors, Inc.3,600$489.0K
LifePro Asset Management3,392$461.0K
Ninepoint Partners LP3,366$457.0K
Capital Advantage, Inc.3,309$449.0K
Hunter Associates Investment Management LLC3,214$437.0K
WESPAC Advisors, LLC3,053$415.0K
Omnia Family Wealth, LLC3,016$411.0K
Apella Capital, LLC2,857$388.0K
Keating Investment Counselors Inc2,837$385.0K
Bienville Capital Management, LLC2,684$366.0K
A.R.T. Advisors, LLC2,624$356.0K
Signet Financial Management, LLC2,578$350.0K
Aurora Private Wealth, Inc.2,472$336.0K
Dynamic Technology Lab Private Ltd2,394$325.0K
Gluskin Sheff & Assoc Inc2,354$320.0K
Contravisory Investment Management, Inc.2,206$300.0K
Ground Swell Capital, LLC2,147$292.0K
Cooper/Haims Advisors, LLC2,126$289.0K
Emerald Advisors, LLC2,110$287.0K
Requisite Capital Management, LLC2,041$278.0K
Camelot Portfolios, LLC2,020$274.0K
Tatro Capital, LLC1,951$265.0K
Tennessee Valley Asset Management Partners1,901$258.0K
Merrion Investment Management Co, LLC1,800$244.0K
Augustine Asset Management Inc1,784$242.0K
Raub Brock Capital Management LP1,750$238.0K
Biltmore Capital Advisors LLC1,725$234.0K
Crestone Asset Management LLC1,715$233.0K
Mirador Capital Partners LP1,651$224.0K
Innovative Portfolios LLC1,572$214.0K
Morningstar Investment Services LLC1,526$206.0K
Gillespie Robinson & Grimm Inc1,506$205.0K
W.G. Shaheen & Associates DBA Whitney & Co1,498$203.0K
West Oak Capital, LLC1,480$201.0K
Mirabella Financial Services LLP1,478$201.0K
Axiom Investment Management LLC1,191$163.0K
Meridian Wealth Partners, LLC1,117$151.0K
SG3 Management, LLC1,000$136.0K
Sun Life Financial INC825$112.0K
Pinz Capital Management, LP700$95.0K
Regal Wealth Group, Inc.603$82.0K
Mascoma Wealth Management LLC599$81.0K
QVR LLC588$80.0K
RWM Asset Management, LLC555$75.0K

Not filed for Q2 2021 yet (36)

Institutions that held Walmart Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.