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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 7,844 | $1.24M | 0.57% | +1,011+14.8% | Added |
| Bridge Creek Capital Management LLC | 8,793 | $1.24M | 0.47% | +655+8.0% | Added |
| Crescent Capital Consulting, LLC | 8,792 | $1.24M | 0.23% | −124−1.4% | Reduced |
| Gould Asset Management LLC | 8,833 | $1.25M | 0.35% | +1,700+23.8% | Added |
| Archer Investment Corp | 8,836 | $1.25M | 0.49% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 8,913 | $1.26M | 0.56% | −27−0.3% | Reduced |
| Vaughan David Investments LLC | 8,944 | $1.26M | 0.04% | +144+1.6% | Added |
| Trustco Bank Corp N Y | 8,945 | $1.26M | 1.14% | −600−6.3% | Reduced |
| Ritholtz Wealth Management | 8,959 | $1.26M | 0.09% | +711+8.6% | Added |
| Arlington Partners LLC | 8,988 | $1.27M | 0.44% | −366−3.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 9,035 | $1.27M | 0.14% | +165+1.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 9,055 | $1.28M | 0.46% | −126−1.4% | Reduced |
| Gibraltar Capital Management, Inc. | 9,171 | $1.28M | 0.64% | 00.0% | Unchanged |
| X-Square Capital, LLC | 9,115 | $1.28M | 0.61% | +724+8.6% | Added |
| Castleview Partners, LLC | 9,088 | $1.28M | 0.56% | +9,088 | New |
| WMS Partners, LLC | 9,109 | $1.28M | 0.19% | +9,109 | New |
| Mark Sheptoff Financial Planning, LLC | 9,170 | $1.29M | 0.69% | −1,945−17.5% | Reduced |
| Magellan Asset Management Ltd | 9,196 | $1.30M | 0.00% | +1,365+17.4% | Added |
| Altman Advisors, Inc. | 8,939 | $1.30M | 0.73% | +593+7.1% | Added |
| Aberdeen Wealth Management LLC | 9,233 | $1.30M | 1.20% | +36+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 9,266 | $1.31M | 0.11% | +1,203+14.9% | Added |
| Quadrant Private Wealth Management, LLC | 9,283 | $1.31M | 0.53% | +2,178+30.7% | Added |
| Intersect Capital LLC | 9,307 | $1.31M | 0.23% | +2,128+29.6% | Added |
| Warther Private Wealth, LLC | 9,438 | $1.31M | 1.28% | +9,438 | New |
| Rafferty Asset Management, LLC | 9,331 | $1.32M | 0.01% | +3,399+57.3% | Added |
| Professional Planning | 9,381 | $1.32M | 0.61% | −728−7.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 9,381 | $1.32M | 0.08% | −400−4.1% | Reduced |
| Asset Management Corp | 9,400 | $1.33M | 0.86% | −409−4.2% | Reduced |
| Gratus Capital LLC | 9,428 | $1.33M | 0.15% | +30.0% | Added |
| Northeast Financial Consultants Inc | 9,433 | $1.33M | 0.09% | +200+2.2% | Added |
| NEXT Financial Group, Inc | 9,456 | $1.33M | 0.11% | −1,562−14.2% | Reduced |
| Coastal Investment Advisors, Inc. | 9,451 | $1.33M | 0.32% | −352−3.6% | Reduced |
| Invst, LLC | 9,417 | $1.33M | 0.22% | +404+4.5% | Added |
| RSM US Wealth Management LLC | 9,465 | $1.33M | 0.07% | +4,143+77.8% | Added |
| Amarillo National Bank | 9,543 | $1.35M | 0.39% | −200−2.1% | Reduced |
| D.B. Root & Company, LLC | 9,591 | $1.35M | 0.50% | −131−1.3% | Reduced |
| Glenview State Bank Trust Dept. | 9,612 | $1.35M | 0.41% | 00.0% | Unchanged |
| SOL Capital Management CO | 9,690 | $1.37M | 0.27% | −225−2.3% | Reduced |
| NVWM, LLC | 9,704 | $1.37M | 0.49% | −6,404−39.8% | Reduced |
| CWS Financial Advisors, LLC | 9,714 | $1.37M | 0.55% | +10.0% | Added |
| Demars Financial Group, LLC | 9,713 | $1.37M | 0.82% | +66+0.7% | Added |
| Continuum Advisory, LLC | 9,725 | $1.37M | 0.43% | +2,588+36.3% | Added |
| Kidder Stephen W | 9,750 | $1.37M | 0.42% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 9,774 | $1.38M | 0.63% | +59+0.6% | Added |
| Madison Wealth Management | 9,792 | $1.38M | 0.30% | +531+5.7% | Added |
| Gilbert & Cook, Inc. | 9,883 | $1.39M | 0.25% | −187−1.9% | Reduced |
| Jeppson Wealth Management, LLC | 9,888 | $1.39M | 0.76% | −5−0.1% | Reduced |
| First National Bank of Hutchinson | 9,894 | $1.40M | 0.72% | +138+1.4% | Added |
| Independent Solutions Wealth Management, LLC | 9,895 | $1.40M | 0.34% | −284−2.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,899 | $1.40M | 0.25% | −14−0.1% | Reduced |
| White Pine Capital LLC | 9,841 | $1.40M | 0.42% | +50+0.5% | Added |
| PFS Investments Inc. | 10,001 | $1.40M | 0.03% | +928+10.2% | Added |
| Credit Capital Investments LLC | 10,000 | $1.41M | 1.22% | −500−4.8% | Reduced |
| Global Trust Asset Management, LLC | 10,022 | $1.41M | 0.67% | +176+1.8% | Added |
| Resource Management, LLC | 10,024 | $1.41M | 0.16% | −3,446−25.6% | Reduced |
| Quest Capital Management Inc | 10,032 | $1.42M | 0.28% | +80+0.8% | Added |
| Intrust Bank NA | 10,042 | $1.42M | 0.19% | +2,173+27.6% | Added |
| Nachman Norwood & Parrott, Inc | 10,068 | $1.42M | 0.14% | +64+0.6% | Added |
| GFG Capital, LLC | 10,158 | $1.43M | 0.43% | +979+10.7% | Added |
| Alaethes Wealth LLC | 10,188 | $1.44M | 1.11% | −430−4.0% | Reduced |
| Ausdal Financial Partners, Inc. | 10,248 | $1.45M | 0.22% | +396+4.0% | Added |
| Arden Trust Co | 10,276 | $1.45M | 0.24% | −1,473−12.5% | Reduced |
| Aldebaran Financial Inc. | 10,378 | $1.45M | 1.27% | −157−1.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,283 | $1.45M | 0.48% | +1,405+15.8% | Added |
| Regency Capital Management Inc. | 10,326 | $1.46M | 1.10% | −5,548−35.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 10,363 | $1.46M | 0.96% | +10,363 | New |
| Spreng Capital Management, Inc. | 10,407 | $1.47M | 0.95% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 10,450 | $1.47M | 0.69% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 10,445 | $1.47M | 0.28% | +400+4.0% | Added |
| Summit Financial Strategies, Inc. | 10,499 | $1.48M | 0.31% | +10,499 | New |
| Highlander Capital Management, LLC | 10,550 | $1.49M | 0.74% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,549 | $1.49M | 0.24% | +1,639+18.4% | Added |
| Magnolia Capital Advisors LLC | 10,555 | $1.49M | 0.66% | +10,555 | New |
| Linscomb & Williams, Inc. | 10,561 | $1.49M | 0.08% | −92−0.9% | Reduced |
| WealthPLAN Partners, LLC | 9,955 | $1.49M | 0.11% | −1,296−11.5% | Reduced |
| First Dallas Securities Inc. | 10,584 | $1.49M | 0.98% | +777+7.9% | Added |
| Navalign, LLC | 10,614 | $1.50M | 0.63% | +220+2.1% | Added |
| Twin Focus Capital Partners, LLC | 10,620 | $1.50M | 0.35% | +583+5.8% | Added |
| Fluent Financial, LLC | 10,622 | $1.50M | 0.64% | +10,622 | New |
| Eqis Capital Management, Inc. | 10,653 | $1.50M | 0.11% | −817−7.1% | Reduced |
| First PREMIER Bank | 10,644 | $1.50M | 0.43% | +265+2.6% | Added |
| Redwood Investment Management, LLC | 10,652 | $1.50M | 0.25% | +3,181+42.6% | Added |
| First National Bank & Trust Co of Newtown | 10,689 | $1.51M | 0.31% | −265−2.4% | Reduced |
| Smith Anglin Financial, LLC | 10,687 | $1.51M | 0.29% | +15+0.1% | Added |
| Pettee Investors, Inc. | 10,732 | $1.51M | 0.71% | +1,015+10.4% | Added |
| AXS Investments LLC | 10,726 | $1.51M | 0.46% | +2,144+25.0% | Added |
| First Hawaiian Bank | 10,760 | $1.52M | 0.06% | −1,863−14.8% | Reduced |
| West Family Investments, Inc. | 10,762 | $1.52M | 0.42% | +10,762 | New |
| TrimTabs Asset Management, LLC | 10,969 | $1.52M | 0.78% | −4,165−27.5% | Reduced |
| Seven Eight Capital, LP | 10,769 | $1.52M | 0.21% | +4,129+62.2% | Added |
| Trust Co of Oklahoma | 10,802 | $1.52M | 0.52% | −737−6.4% | Reduced |
| Pegasus Asset Management, Inc. | 10,846 | $1.53M | 0.71% | +159+1.5% | Added |
| Old Port Advisors | 10,847 | $1.53M | 0.55% | −1,149−9.6% | Reduced |
| Argent Capital Management LLC | 10,900 | $1.54M | 0.05% | 00.0% | Unchanged |
| Park National Corp | 10,936 | $1.54M | 0.06% | −207−1.9% | Reduced |
| AllGen Financial Advisors, Inc. | 10,947 | $1.54M | 1.18% | −32,648−74.9% | Reduced |
| Breiter Capital Management Inc | 10,951 | $1.54M | 0.83% | +736+7.2% | Added |
| Harbor Advisors LLC | 11,000 | $1.55M | 0.31% | 00.0% | Unchanged |
| Centric Wealth Management | 11,046 | $1.56M | 0.54% | +836+8.2% | Added |
| Jump Financial, LLC | 11,057 | $1.56M | 0.15% | −3,892−26.0% | Reduced |