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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 11,055 | $1.56M | 0.15% | +980+9.7% | Added |
| Douglas Lane & Associates, LLC | 11,094 | $1.56M | 0.02% | −37−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 11,141 | $1.57M | 0.37% | +605+5.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 11,154 | $1.57M | 0.12% | −20−0.2% | Reduced |
| WBH Advisory Inc | 11,039 | $1.57M | 0.23% | −199−1.8% | Reduced |
| Orion Portfolio Solutions, LLC | 11,170 | $1.57M | 0.06% | −297−2.6% | Reduced |
| 9258 Wealth Management, LLC | 11,194 | $1.58M | 0.43% | +216+2.0% | Added |
| St. Johns Investment Management Company, LLC | 11,213 | $1.58M | 0.86% | +246+2.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,223 | $1.58M | 0.00% | −15−0.1% | Reduced |
| Western Wealth Management, LLC | 11,267 | $1.59M | 0.16% | +393+3.6% | Added |
| First Commonwealth Financial Corp | 11,278 | $1.59M | 0.56% | +267+2.4% | Added |
| KMG Fiduciary Partners, LLC | 11,312 | $1.59M | 0.28% | +33+0.3% | Added |
| Pitcairn Co | 11,346 | $1.60M | 0.11% | −376−3.2% | Reduced |
| Credit Agricole S A | 11,374 | $1.60M | 0.05% | −5,815−33.8% | Reduced |
| Boston Financial Mangement LLC | 11,376 | $1.60M | 0.06% | −200−1.7% | Reduced |
| Anchor Investment Management, LLC | 11,386 | $1.61M | 0.22% | +828+7.8% | Added |
| Aigen Investment Management, LP | 11,466 | $1.62M | 0.28% | +11,466 | New |
| Peterson Wealth Management | 11,477 | $1.62M | 1.29% | −1,554−11.9% | Reduced |
| Geier Asset Management, Inc. | 11,514 | $1.62M | 1.14% | +49+0.4% | Added |
| First Financial Bank - Trust Division | 11,550 | $1.63M | 0.18% | −143−1.2% | Reduced |
| Liberty One Investment Management, LLC | 11,574 | $1.63M | 0.28% | +674+6.2% | Added |
| Duality Advisers, LP | 11,577 | $1.63M | 0.14% | +11,577 | New |
| Lavaca Capital LLC | 11,626 | $1.64M | 0.85% | +869+8.1% | Added |
| Landscape Capital Management, L.L.C. | 11,678 | $1.65M | 0.20% | +6,751+137.0% | Added |
| Penobscot Investment Management Company, Inc. | 11,710 | $1.65M | 0.24% | +165+1.4% | Added |
| Trust Investment Advisors | 11,709 | $1.65M | 1.46% | +205+1.8% | Added |
| Guardian Capital LP | 11,729 | $1.65M | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,754 | $1.66M | 0.19% | +544+4.9% | Added |
| HCR Wealth Advisors | 11,834 | $1.67M | 0.29% | −103−0.9% | Reduced |
| Meridian Wealth Advisors, LLC | 11,849 | $1.67M | 0.47% | +556+4.9% | Added |
| Members Capital Advisors Inc | 11,877 | $1.68M | 1.04% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 11,944 | $1.68M | 0.03% | −49−0.4% | Reduced |
| Sunbelt Securities, Inc. | 11,945 | $1.69M | 0.30% | +209+1.8% | Added |
| Cinctive Capital Management LP | 11,996 | $1.69M | 0.09% | +11,996 | New |
| HawsGoodwin Investment Management LLC | 12,008 | $1.69M | 0.52% | −2,419−16.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,006 | $1.69M | 0.16% | −611−4.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 12,009 | $1.69M | 1.08% | −484−3.9% | Reduced |
| Argent Advisors, Inc. | 12,025 | $1.70M | 1.03% | −4,638−27.8% | Reduced |
| Kempen Capital Management N.V. | 14,102 | $1.70M | 0.06% | +14,102 | New |
| Nations Financial Group Inc, | 12,129 | $1.71M | 0.29% | −853−6.6% | Reduced |
| True North Advisors, LLC | 12,168 | $1.72M | 0.36% | +1,530+14.4% | Added |
| Sawtooth Solutions, LLC | 12,202 | $1.72M | 0.34% | +2,575+26.7% | Added |
| Pinnacle Holdings, LLC | 12,221 | $1.72M | 0.79% | −46−0.4% | Reduced |
| ARGI Investment Services, LLC | 12,231 | $1.73M | 0.06% | +1,849+17.8% | Added |
| Quad-Cities Investment Group, LLC | 12,265 | $1.73M | 1.18% | +52+0.4% | Added |
| Peddock Capital Advisors, LLC | 12,142 | $1.73M | 0.61% | +194+1.6% | Added |
| Baystate Wealth Management LLC | 12,283 | $1.73M | 0.17% | +128+1.1% | Added |
| Great Lakes Advisors, LLC | 12,312 | $1.74M | 0.03% | +141+1.2% | Added |
| CoreFirst Bank & Trust | 12,368 | $1.74M | 1.19% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 12,383 | $1.75M | 0.03% | −323−2.5% | Reduced |
| Pacifica Partners Inc. | 12,620 | $1.75M | 1.33% | −9−0.1% | Reduced |
| Plancorp, LLC | 12,422 | $1.75M | 0.14% | −51−0.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 12,453 | $1.76M | 0.05% | +3,593+40.6% | Added |
| Williams Jones Wealth Management, LLC. | 12,458 | $1.76M | 0.02% | +50+0.4% | Added |
| Gables Capital Management Inc. | 12,509 | $1.76M | 1.21% | −5,215−29.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,506 | $1.76M | 0.09% | +9,052+262.1% | Added |
| Procyon Private Wealth Partners, LLC | 12,526 | $1.77M | 0.48% | +582+4.9% | Added |
| Harbor Financial Services, LLC | 12,558 | $1.77M | 0.75% | −469−3.6% | Reduced |
| Manchester Capital Management LLC | 12,596 | $1.78M | 0.24% | −42−0.3% | Reduced |
| Wealthspire Advisors, LLC | 12,610 | $1.78M | 0.05% | −17,790−58.5% | Reduced |
| Farr Miller & Washington LLC | 12,620 | $1.78M | 0.12% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 12,626 | $1.78M | 0.93% | −789−5.9% | Reduced |
| Krilogy Financial LLC | 12,634 | $1.78M | 0.18% | −707−5.3% | Reduced |
| Deseret Mutual Benefit Administrators | 12,643 | $1.78M | 0.43% | +12,643 | New |
| Montecito Bank & Trust | 12,674 | $1.79M | 0.34% | +324+2.6% | Added |
| Crumly & Associates Inc. | 12,697 | $1.79M | 0.87% | +1,094+9.4% | Added |
| Orser Capital Management, LLC | 12,820 | $1.81M | 0.95% | −200−1.5% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 12,920 | $1.82M | 1.60% | −1,030−7.4% | Reduced |
| FLC Capital Advisors | 12,973 | $1.83M | 0.54% | −694−5.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.83M | 0.59% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 13,000 | $1.83M | 1.91% | +13,000 | New |
| Winning Points Advisors, LLC | 13,003 | $1.83M | 1.37% | −371−2.8% | Reduced |
| Trust Co of Toledo NA | 13,009 | $1.83M | 0.31% | −40.0% | Reduced |
| Ifrah Financial Services, Inc. | 13,157 | $1.85M | 0.53% | +4,836+58.1% | Added |
| Martin & Co Inc | 13,165 | $1.86M | 0.46% | −524−3.8% | Reduced |
| Weatherly Asset Management L. P. | 13,178 | $1.86M | 0.23% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 13,187 | $1.86M | 0.15% | −10,659−44.7% | Reduced |
| Csenge Advisory Group | 13,374 | $1.86M | 0.17% | +3,088+30.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13,226 | $1.86M | 0.36% | 00.0% | Unchanged |
| Heron Bay Capital Management | 13,230 | $1.87M | 1.03% | −5,406−29.0% | Reduced |
| Brewin Dolphin Ltd | 13,241 | $1.87M | 0.08% | +500+3.9% | Added |
| Fred Alger Management, LLC | 13,280 | $1.87M | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 13,306 | $1.88M | 0.29% | +969+7.9% | Added |
| David Loasby | 13,311 | $1.88M | 0.24% | −20.0% | Reduced |
| Welch Group, LLC | 13,315 | $1.88M | 0.13% | −1,223−8.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 13,384 | $1.89M | 0.44% | +952+7.7% | Added |
| Boltwood Capital Management | 13,402 | $1.89M | 0.78% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 13,613 | $1.90M | 0.81% | +1,451+11.9% | Added |
| WT Wealth Management | 13,453 | $1.90M | 0.77% | +1,349+11.1% | Added |
| Stock Yards Bank & Trust Co | 13,455 | $1.90M | 0.12% | +4,636+52.6% | Added |
| Moneta Group Investment Advisors LLC | 13,459 | $1.90M | 0.09% | −264−1.9% | Reduced |
| Spirit of America Management Corp | 13,484 | $1.90M | 0.41% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 13,504 | $1.90M | 0.35% | +201+1.5% | Added |
| Occidental Asset Management, LLC | 13,515 | $1.91M | 0.51% | +834+6.6% | Added |
| TCW Group Inc | 13,533 | $1.91M | 0.02% | −73−0.5% | Reduced |
| QP Wealth Management, LLC | 13,626 | $1.92M | 1.97% | +444+3.4% | Added |
| Johnson Financial Group, Inc. | 13,760 | $1.94M | 0.13% | −2,522−15.5% | Reduced |
| Windsor Capital Management, LLC | 13,767 | $1.94M | 0.64% | −112−0.8% | Reduced |
| BFT Financial Group, LLC | 13,783 | $1.94M | 0.39% | +509+3.8% | Added |
| MV Capital Management, Inc. | 13,816 | $1.95M | 0.33% | +881+6.8% | Added |