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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 7,440 | $1.05M | 0.44% | +75+1.0% | Added |
| Claraphi Advisory Network, LLC | 7,446 | $1.05M | 0.32% | −2,029−21.4% | Reduced |
| Spotlight Asset Group, Inc. | 7,449 | $1.05M | 0.40% | +167+2.3% | Added |
| WealthShield Partners, LLC | 7,448 | $1.05M | 0.16% | +474+6.8% | Added |
| Icon Wealth Partners, LLC | 7,456 | $1.05M | 0.11% | +1,482+24.8% | Added |
| Certified Advisory Corp | 7,453 | $1.05M | 0.26% | +1,636+28.1% | Added |
| Asset Management Group, Inc. | 7,476 | $1.05M | 0.22% | −229−3.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,471 | $1.05M | 0.12% | +310+4.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,480 | $1.05M | 0.26% | +846+12.8% | Added |
| Kesler, Norman & Wride, LLC | 7,415 | $1.06M | 0.24% | −20.0% | Reduced |
| Atlas Brown,Inc. | 7,500 | $1.06M | 0.46% | −750−9.1% | Reduced |
| Institute for Wealth Management, LLC. | 7,506 | $1.06M | 0.19% | +178+2.4% | Added |
| Oxinas Partners Wealth Management LLC | 7,522 | $1.06M | 0.61% | +6+0.1% | Added |
| Calton & Associates, Inc. | 7,552 | $1.06M | 0.20% | −349−4.4% | Reduced |
| Triton Wealth Management, PLLC | 7,098 | $1.06M | 0.61% | +1,247+21.3% | Added |
| American State Bank (Iowa) | 7,546 | $1.06M | 0.83% | +225+3.1% | Added |
| Beaumont Asset Management, L.L.C. | 7,559 | $1.07M | 0.82% | +451+6.3% | Added |
| Platform Technology Partners | 7,557 | $1.07M | 0.44% | +7,557 | New |
| Focus Financial Network, Inc. | 7,586 | $1.07M | 0.14% | −126−1.6% | Reduced |
| Narwhal Capital Management | 7,626 | $1.07M | 0.14% | −418−5.2% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 7,631 | $1.08M | 1.11% | +1,504+24.5% | Added |
| AlphaStar Capital Management, LLC | 7,636 | $1.08M | 0.14% | +5,482+254.5% | Added |
| Patten Group, Inc. | 7,646 | $1.08M | 0.32% | +2,036+36.3% | Added |
| PRW Wealth Management LLC | 7,646 | $1.08M | 0.32% | +7,646 | New |
| PBMares Wealth Management LLC | 7,671 | $1.08M | 0.59% | +10.0% | Added |
| Cornerstone Advisory, LLC | 7,720 | $1.09M | 0.18% | −348−4.3% | Reduced |
| AIA Group Ltd | 7,739 | $1.09M | 0.08% | +2,414+45.3% | Added |
| Ancora Advisors, LLC | 7,759 | $1.09M | 0.03% | +59+0.8% | Added |
| GoalVest Advisory LLC | 7,761 | $1.09M | 0.68% | +367+5.0% | Added |
| Secure Asset Management, LLC | 7,767 | $1.09M | 0.56% | +557+7.7% | Added |
| Courier Capital LLC | 7,772 | $1.10M | 0.10% | −1,070−12.1% | Reduced |
| Fort, L.P. | 7,799 | $1.10M | 0.32% | −3,418−30.5% | Reduced |
| Traynor Capital Management, Inc. | 7,860 | $1.10M | 0.15% | −2,108−21.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 7,814 | $1.10M | 0.29% | −1,225−13.6% | Reduced |
| Marino, Stram & Associates LLC | 7,814 | $1.10M | 0.29% | +3,892+99.2% | Added |
| Home Federal Bank of Tennessee | 7,827 | $1.10M | 0.40% | +123+1.6% | Added |
| Birch Hill Investment Advisors LLC | 7,849 | $1.11M | 0.06% | −1,000−11.3% | Reduced |
| Essex Financial Services, Inc. | 8,196 | $1.11M | 0.16% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 7,895 | $1.11M | 0.11% | +443+5.9% | Added |
| CVA Family Office, LLC | 7,900 | $1.11M | 0.32% | +757+10.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,930 | $1.12M | 0.83% | +7,930 | New |
| Glovista Investments LLC | 7,975 | $1.13M | 0.27% | −2,750−25.6% | Reduced |
| Paradigm Asset Management Co LLC | 8,000 | $1.13M | 0.29% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 8,022 | $1.13M | 0.44% | +406+5.3% | Added |
| LeJeune Puetz Investment Counsel LLC | 8,065 | $1.14M | 0.42% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8,090 | $1.14M | 0.19% | +120+1.5% | Added |
| Doliver Advisors, LP | 8,100 | $1.14M | 0.38% | +1,368+20.3% | Added |
| Cornerstone Investment Partners, LLC | 8,106 | $1.14M | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,108 | $1.14M | 0.03% | +155+1.9% | Added |
| Atlas Capital Advisors LLC | 8,134 | $1.15M | 0.19% | −66−0.8% | Reduced |
| Neville Rodie & Shaw Inc | 8,141 | $1.15M | 0.09% | −50−0.6% | Reduced |
| Evanson Asset Management, LLC | 8,145 | $1.15M | 0.12% | −84−1.0% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 8,157 | $1.15M | 0.85% | +341+4.4% | Added |
| Main Street Research LLC | 8,163 | $1.15M | 0.09% | −134,068−94.3% | Reduced |
| Ami Investment Management Inc | 8,177 | $1.15M | 0.47% | −395−4.6% | Reduced |
| Reilly Financial Advisors, LLC | 8,176 | $1.15M | 0.09% | +1,187+17.0% | Added |
| Atlantic Union Bankshares Corp | 8,187 | $1.15M | 0.11% | +3,400+71.0% | Added |
| Ayalon Holdings Ltd. | 8,307 | $1.16M | 0.39% | +260+3.2% | Added |
| RB Capital Management, LLC | 8,234 | $1.16M | 0.45% | +963+13.2% | Added |
| Lumature Wealth Partners, LLC | 8,243 | $1.16M | 0.48% | +883+12.0% | Added |
| Moab Capital Partners LLC | 8,279 | $1.17M | 2.75% | – | – |
| First Command Bank | 8,279 | $1.17M | 0.13% | −328−3.8% | Reduced |
| First Command Financial Services, Inc. | 8,279 | $1.17M | 0.13% | −328−3.8% | Reduced |
| Blue Chip Partners, Inc. | 8,294 | $1.17M | 0.17% | +76+0.9% | Added |
| McDonald Partners LLC | 8,331 | $1.18M | 0.28% | −158−1.9% | Reduced |
| Chesapeake Wealth Management | 8,339 | $1.18M | 0.38% | −3,432−29.2% | Reduced |
| Brighton Jones LLC | 8,340 | $1.18M | 0.06% | −356−4.1% | Reduced |
| Apollon Wealth Management, LLC | 8,340 | $1.18M | 0.21% | −165−1.9% | Reduced |
| Keystone Financial Group | 8,338 | $1.18M | 0.21% | +109+1.3% | Added |
| First Heartland Consultants, Inc. | 8,376 | $1.18M | 0.18% | +75+0.9% | Added |
| Dillon & Associates Inc | 8,390 | $1.18M | 0.23% | 00.0% | Unchanged |
| Monetary Management Group Inc | 8,386 | $1.18M | 0.36% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 8,379 | $1.18M | 0.17% | +25+0.3% | Added |
| Birmingham Capital Management Co Inc | 8,405 | $1.19M | 0.43% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,420 | $1.19M | 0.37% | −45−0.5% | Reduced |
| Logan Capital Management Inc | 8,446 | $1.19M | 0.06% | −633−7.0% | Reduced |
| Gray Wealth Management Inc. | 8,455 | $1.19M | 0.69% | −6−0.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 8,454 | $1.19M | 0.39% | +803+10.5% | Added |
| Wealth Quarterback LLC | 8,469 | $1.20M | 0.73% | +8,469 | New |
| Chilton Capital Management LLC | 8,478 | $1.20M | 0.07% | +1,087+14.7% | Added |
| Occudo Quantitative Strategies LP | 8,555 | $1.21M | 0.18% | −9,692−53.1% | Reduced |
| Avidian Wealth Solutions, LLC | 8,549 | $1.21M | 0.09% | −52−0.6% | Reduced |
| Accretive Wealth Partners, LLC | 8,554 | $1.21M | 0.87% | +887+11.6% | Added |
| CMT Capital Markets Trading GmbH | 8,555 | $1.21M | 0.53% | +6,514+319.2% | Added |
| Winthrop Advisory Group LLC | 8,567 | $1.21M | 0.27% | −277−3.1% | Reduced |
| Perigon Wealth Management, LLC | 8,587 | $1.21M | 0.11% | −1,749−16.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,585 | $1.21M | 0.67% | +600+7.5% | Added |
| Edgemoor Investment Advisors, Inc. | 8,597 | $1.21M | 0.11% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 8,614 | $1.22M | 0.26% | −3,919−31.3% | Reduced |
| Tectonic Advisors LLC | 8,644 | $1.22M | 0.25% | +350+4.2% | Added |
| Gladstone Institutional Advisory LLC | 8,654 | $1.22M | 0.15% | +2,169+33.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,641 | $1.22M | 0.53% | −150−1.7% | Reduced |
| Compagnie Lombard Odier SCmA | 8,673 | $1.22M | 0.03% | −255−2.9% | Reduced |
| Rathbone Brothers plc | 8,697 | $1.23M | 0.01% | −508−5.5% | Reduced |
| Founders Financial Securities LLC | 8,702 | $1.23M | 0.24% | +457+5.5% | Added |
| Virtue Capital Management, LLC | 8,723 | $1.23M | 0.25% | −178−2.0% | Reduced |
| Wellington Shields & Co., LLC | 8,735 | $1.23M | 0.41% | +36+0.4% | Added |
| LCM Capital Management Inc | 8,768 | $1.24M | 1.03% | −24−0.3% | Reduced |
| CMG Global Holdings, LLC | 8,771 | $1.24M | 0.93% | +17+0.2% | Added |
| Bedel Financial Consulting, Inc. | 8,782 | $1.24M | 0.43% | +681+8.4% | Added |