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, Q2 2021
Institutional positions in Walmart Inc. as of Jun 30, 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
- 2,501
- +45 vs. Q1 2021
- Shares held
- 864.3M
- +28.5M (+3.4%) vs. Q1 2021
- Total value
- $121.8B
- +$8.32B (+7.3%) vs. Q1 2021
- New holders
- 162
- 1,158 more added
- Sold out
- 117
- 908 more reduced
36 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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, Q2 2021
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 6,282 | $886.0K | 0.04% | −1,400−18.2% | Reduced |
| MJP Associates Inc | 6,284 | $886.0K | 0.30% | +2,283+57.1% | Added |
| Bel Air Investment Advisors LLC | 6,312 | $890.0K | 0.03% | −4,212−40.0% | Reduced |
| Foster Group, Inc. | 6,323 | $892.0K | 0.10% | +113+1.8% | Added |
| Merriman Wealth Management, LLC | 6,330 | $893.0K | 0.08% | +3,916+162.2% | Added |
| Fieldpoint Private Securities, LLC | 6,028 | $896.0K | 0.20% | +232+4.0% | Added |
| Pioneer Trust Bank N A | 6,380 | $899.0K | 0.26% | −200−3.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,373 | $899.0K | 0.06% | +9+0.1% | Added |
| Global Financial Private Client, LLC | 6,454 | $899.2K | 0.50% | +1,040+19.2% | Added |
| Arkansas Financial Group, Inc. | 6,397 | $902.0K | 0.20% | +153+2.5% | Added |
| Shikiar Asset Management Inc | 6,415 | $905.0K | 0.26% | −12,455−66.0% | Reduced |
| Aviance Capital Partners, LLC | 6,454 | $910.0K | 0.16% | +255+4.1% | Added |
| REDW Wealth LLC | 6,466 | $912.0K | 0.29% | −212−3.2% | Reduced |
| Day & Ennis, LLC | 6,469 | $912.0K | 0.32% | +4+0.1% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,464 | $912.0K | 0.28% | 00.0% | Unchanged |
| PSI Advisors, LLC | 6,515 | $918.0K | 0.48% | +162+2.5% | Added |
| Whalerock Point Partners, LLC | 6,537 | $921.8K | 0.35% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 6,539 | $922.0K | 0.19% | +286+4.6% | Added |
| West Chester Capital Advisors, Inc | 6,548 | $923.0K | 0.72% | −4,249−39.4% | Reduced |
| ACG Wealth | 6,569 | $926.0K | 0.12% | −1,035−13.6% | Reduced |
| Boston Family Office LLC | 6,569 | $926.0K | 0.07% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 6,565 | $926.0K | 0.21% | +1,063+19.3% | Added |
| Barr E S & Co | 6,565 | $926.0K | 0.07% | +4,131+169.7% | Added |
| Cozad Asset Management Inc | 6,597 | $930.0K | 0.15% | −931−12.4% | Reduced |
| Modera Wealth Management, LLC | 6,605 | $931.0K | 0.05% | −254−3.7% | Reduced |
| Valley National Advisers Inc | 6,601 | $931.0K | 0.17% | +4+0.1% | Added |
| Mosaic Family Wealth, LLC | 6,610 | $932.0K | 0.27% | −35−0.5% | Reduced |
| Landmark Financial Advisors, LLC | 6,612 | $932.0K | 0.45% | +108+1.7% | Added |
| Towerpoint Wealth, LLC | 6,614 | $933.0K | 0.46% | +35+0.5% | Added |
| Great Diamond Partners, LLC | 6,621 | $933.0K | 0.26% | +88+1.3% | Added |
| Patriot Investment Management Inc. | 6,631 | $935.0K | 0.09% | −120−1.8% | Reduced |
| Tempus Wealth Planning, LLC | 6,642 | $937.0K | 0.62% | +6,642 | New |
| TLWM | 6,672 | $939.0K | 0.34% | +156+2.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,668 | $940.0K | 0.46% | −718−9.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,665 | $940.0K | 0.06% | +314+4.9% | Added |
| Exencial Wealth Advisors, LLC | 6,695 | $944.0K | 0.05% | +1,099+19.6% | Added |
| Papp L Roy & Associates | 6,706 | $946.0K | 0.12% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 6,721 | $948.0K | 0.06% | −1,365−16.9% | Reduced |
| Lake Street Advisors Group, LLC | 6,365 | $949.0K | 0.07% | +504+8.6% | Added |
| Marcum Wealth, LLC | 6,745 | $951.0K | 0.15% | −26−0.4% | Reduced |
| Oxbow Advisors, LLC | 6,745 | $951.0K | 0.10% | +3,326+97.3% | Added |
| Woodward Diversified Capital, LLC | 6,758 | $953.0K | 0.54% | +58+0.9% | Added |
| Renaissance Group LLC | 6,779 | $956.0K | 0.04% | −615−8.3% | Reduced |
| Eidelman Virant Capital | 6,775 | $957.0K | 0.37% | +3,325+96.4% | Added |
| Legacy Bridge, LLC | 6,808 | $960.0K | 0.54% | 00.0% | Unchanged |
| Truadvice, LLC | 6,753 | $963.0K | 0.21% | +352+5.5% | Added |
| Warren Averett Asset Management, LLC | 6,442 | $963.0K | 0.09% | +456+7.6% | Added |
| WNY Asset Management, LLC | 6,847 | $964.0K | 0.35% | +80+1.2% | Added |
| KC Investment Advisors, LLC | 6,866 | $968.0K | 0.78% | +109+1.6% | Added |
| First National Bank of South Miami | 6,874 | $970.0K | 0.66% | −546−7.4% | Reduced |
| Hobart Private Capital, LLC | 6,885 | $970.9K | 0.40% | −671−8.9% | Reduced |
| Menard Financial Group LLC | 6,893 | $972.0K | 0.92% | +20+0.3% | Added |
| Proffitt & Goodson Inc | 6,906 | $974.0K | 0.18% | −124−1.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,927 | $977.0K | 0.64% | −12−0.2% | Reduced |
| Sky Investment Group LLC | 6,930 | $977.0K | 0.22% | +556+8.7% | Added |
| St. Louis Trust Co | 6,937 | $978.0K | 0.24% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 6,946 | $979.0K | 0.16% | +82+1.2% | Added |
| Hollencrest Capital Management | 6,946 | $980.0K | 0.09% | −1,847−21.0% | Reduced |
| Strategic Advisors LLC | 6,976 | $983.0K | 0.26% | −768−9.9% | Reduced |
| Claro Advisors LLC | 6,977 | $984.0K | 0.44% | +253+3.8% | Added |
| Liberty Capital Management, Inc. | 6,988 | $985.0K | 0.30% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 7,016 | $989.0K | 1.01% | +260+3.8% | Added |
| Enterprise Financial Services Corp | 7,032 | $991.0K | 0.16% | −1,030−12.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,049 | $994.0K | 0.25% | −263−3.6% | Reduced |
| Ballast, Inc. | 7,054 | $994.0K | 0.42% | +1,953+38.3% | Added |
| PFG Advisors | 7,064 | $996.0K | 0.11% | −257−3.5% | Reduced |
| Charles Schwab Trust Co | 7,080 | $998.0K | 0.20% | −474−6.3% | Reduced |
| Lincoln Capital LLC | 7,089 | $1.00M | 0.28% | 00.0% | Unchanged |
| Adirondack Trust Co | 7,106 | $1.00M | 0.51% | −10−0.1% | Reduced |
| Disciplined Investments, LLC | 7,112 | $1.00M | 0.52% | −496−6.5% | Reduced |
| Benin Management CORP | 7,116 | $1.00M | 0.32% | +3,710+108.9% | Added |
| Intellectus Partners, LLC | 7,133 | $1.01M | 0.23% | −293−3.9% | Reduced |
| Live Oak Private Wealth LLC | 7,171 | $1.01M | 0.22% | +25+0.3% | Added |
| Wellington Shields Capital Management, LLC | 7,170 | $1.01M | 0.12% | +300+4.4% | Added |
| Coastal Bridge Advisors, LLC | 7,190 | $1.01M | 0.21% | +181+2.6% | Added |
| Cannell Peter B & Co Inc | 7,200 | $1.01M | 0.03% | +200+2.9% | Added |
| Laurion Capital Management LP | 7,200 | $1.01M | 0.02% | +7,200 | New |
| White Lighthouse Investment Management Inc. | 7,225 | $1.02M | 0.28% | −507−6.6% | Reduced |
| Benjamin Edwards Inc | 7,233 | $1.02M | 0.70% | +322+4.7% | Added |
| Castle Rock Wealth Management, LLC | 6,868 | $1.02M | 0.37% | −3,009−30.5% | Reduced |
| Delta Investment Management, LLC | 7,239 | $1.02M | 0.30% | +144+2.0% | Added |
| Inlet Private Wealth, LLC | 7,250 | $1.02M | 0.27% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 7,250 | $1.02M | 0.77% | +2,000+38.1% | Added |
| LexAurum Advisors, LLC | 7,255 | $1.02M | 0.30% | +898+14.1% | Added |
| Aureus Asset Management, LLC | 7,277 | $1.03M | 0.07% | +7,277 | New |
| Somerville Kurt F | 7,280 | $1.03M | 0.15% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 7,297 | $1.03M | 0.51% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 7,306 | $1.03M | 0.29% | +37+0.5% | Added |
| Aaron Wealth Advisors | 7,315 | $1.03M | 0.34% | +65+0.9% | Added |
| Baker Ellis Asset Management LLC | 7,319 | $1.03M | 0.20% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 7,327 | $1.03M | 0.08% | −1,225−14.3% | Reduced |
| BBR Partners, LLC | 7,325 | $1.03M | 0.08% | −793−9.8% | Reduced |
| Norris Financial Group, LLC | 7,327 | $1.03M | 0.70% | −1,480−16.8% | Reduced |
| SkyView Investment Advisors, LLC | 7,624 | $1.04M | 0.48% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 7,356 | $1.04M | 0.27% | +12+0.2% | Added |
| Bridgefront Capital, LLC | 7,351 | $1.04M | 0.39% | +7,351 | New |
| Wealthsource Partners, LLC | 7,368 | $1.04M | 0.09% | −1,628−18.1% | Reduced |
| Abacus Planning Group, Inc. | 7,387 | $1.04M | 0.32% | −840−10.2% | Reduced |
| Inscription Capital, LLC | 7,414 | $1.04M | 0.12% | −17,666−70.4% | Reduced |
| Principle Wealth Partners LLC | 7,414 | $1.04M | 0.12% | +373+5.3% | Added |