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 |
|---|---|---|---|---|---|
| Roman Butler Fullerton & Co | 13,820 | $1.95M | 0.95% | +15+0.1% | Added |
| American National Registered Investment Advisor, Inc. | 13,836 | $1.95M | 0.70% | −154−1.1% | Reduced |
| ICW Investment Advisors LLC | 13,857 | $1.95M | 1.28% | +194+1.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,866 | $1.96M | 0.65% | +629+4.8% | Added |
| Wintrust Investments LLC | 13,883 | $1.96M | 0.20% | +257+1.9% | Added |
| Canandaigua National Corp | 13,914 | $1.96M | 0.32% | −73−0.5% | Reduced |
| Hartford Financial Management Inc. | 13,911 | $1.96M | 0.49% | +493+3.7% | Added |
| McMillion Capital Management Inc | 13,957 | $1.97M | 1.07% | +13,957 | New |
| Arete Wealth Advisors, LLC | 17,279 | $1.97M | 0.28% | +886+5.4% | Added |
| Front Row Advisors LLC | 13,144 | $1.97M | 0.81% | −3,422−20.7% | Reduced |
| Bailard, Inc. | 14,026 | $1.98M | 0.07% | −5,769−29.1% | Reduced |
| Qtron Investments LLC | 14,073 | $1.99M | 0.50% | −1,038−6.9% | Reduced |
| ProVise Management Group, LLC | 14,094 | $1.99M | 0.20% | −547−3.7% | Reduced |
| Essex Savings Bank | 14,008 | $1.99M | 0.77% | +84+0.6% | Added |
| Sterling Investment Management, Inc. | 14,114 | $1.99M | 1.30% | −2,051−12.7% | Reduced |
| Verity Asset Management, Inc. | 14,130 | $1.99M | 1.09% | +291+2.1% | Added |
| Sentry Investment Management LLC | 14,144 | $2.00M | 0.51% | −539−3.7% | Reduced |
| North Star Investment Management Corp. | 14,174 | $2.00M | 0.16% | −271−1.9% | Reduced |
| Boenning & Scattergood, Inc. | 14,194 | $2.00M | 0.35% | +526+3.8% | Added |
| Quadrant Capital Group LLC | 14,206 | $2.00M | 0.29% | −95−0.7% | Reduced |
| Bangor Savings Bank | 14,215 | $2.00M | 0.22% | −403−2.8% | Reduced |
| Aspen Investment Management Inc | 14,240 | $2.01M | 1.05% | −60.0% | Reduced |
| CFM Wealth Partners LLC | 14,271 | $2.01M | 0.53% | +325+2.3% | Added |
| Abbrea Capital, LLC | 14,274 | $2.01M | 0.30% | +370+2.7% | Added |
| Baker Tilly Wealth Management, LLC | 14,300 | $2.02M | 0.33% | +1,027+7.7% | Added |
| Motley Fool Wealth Management, LLC | 14,349 | $2.02M | 0.09% | +638+4.7% | Added |
| Lakeview Capital Partners, LLC | 14,415 | $2.03M | 0.89% | −2,405−14.3% | Reduced |
| Legato Capital Management LLC | 14,479 | $2.04M | 0.29% | +14,479 | New |
| Trust Co of Virginia | 14,885 | $2.04M | 0.22% | +185+1.3% | Added |
| Allred Capital Management, LLC | 14,514 | $2.05M | 1.01% | +366+2.6% | Added |
| Jones Financial Companies LLLP | 14,541 | $2.05M | 0.00% | −43,168−74.8% | Reduced |
| Parkside Financial Bank & Trust | 14,555 | $2.05M | 0.59% | −202−1.4% | Reduced |
| Financial Advocates Investment Management | 14,555 | $2.05M | 0.15% | −1,368−8.6% | Reduced |
| Kinloch Capital, LLC | 14,601 | $2.06M | 1.48% | +99+0.7% | Added |
| Security National Bank of Sioux City Iowa | 14,623 | $2.06M | 1.62% | −816−5.3% | Reduced |
| Ironwood Investment Counsel, LLC | 14,637 | $2.06M | 0.55% | −552−3.6% | Reduced |
| Mission Wealth Management, LP | 14,637 | $2.06M | 0.11% | +101+0.7% | Added |
| HighTower Trust Services, LTA | 14,648 | $2.07M | 0.25% | −23,262−61.4% | Reduced |
| Chesley Taft & Associates LLC | 14,651 | $2.07M | 0.12% | −4,300−22.7% | Reduced |
| Capula Management Ltd | 14,651 | $2.07M | 0.38% | −45,499−75.6% | Reduced |
| Waddell & Associates, LLC | 14,692 | $2.07M | 0.36% | +14,692 | New |
| Trexquant Investment LP | 14,755 | $2.08M | 0.18% | +14,755 | New |
| Keebeck Wealth Management, LLC | 14,804 | $2.09M | 0.30% | +596+4.2% | Added |
| Carroll Financial Associates, Inc. | 14,817 | $2.09M | 0.12% | −146−1.0% | Reduced |
| Flputnam Investment Management Co | 14,819 | $2.09M | 0.07% | −10,409−41.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 14,841 | $2.09M | 0.96% | +123+0.8% | Added |
| Duff & Phelps Investment Management Co | 14,870 | $2.10M | 0.03% | −1,365−8.4% | Reduced |
| StoneX Group Inc. | 14,872 | $2.10M | 0.31% | −188−1.2% | Reduced |
| Choate Investment Advisors | 14,941 | $2.11M | 0.13% | −387−2.5% | Reduced |
| Johanson Financial Advisors, Inc. | 14,889 | $2.11M | 0.71% | +262+1.8% | Added |
| NTV Asset Management LLC | 14,991 | $2.11M | 0.37% | −1,000−6.3% | Reduced |
| Canal Insurance CO | 15,000 | $2.12M | 0.75% | 00.0% | Unchanged |
| Park Circle Co | 15,000 | $2.12M | 1.69% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.12M | 0.59% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.12M | 1.51% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 15,071 | $2.13M | 0.28% | +990+7.0% | Added |
| CAPROCK Group, Inc. | 15,080 | $2.13M | 0.19% | +396+2.7% | Added |
| Jaffetilchin Investment Partners, LLC | 14,910 | $2.13M | 0.15% | +5,761+63.0% | Added |
| Providence Wealth Advisors, LLC | 15,236 | $2.13M | 1.46% | +48+0.3% | Added |
| Optimum Investment Advisors | 15,243 | $2.15M | 0.67% | −1,341−8.1% | Reduced |
| Vigilare Wealth Management | 15,293 | $2.16M | 1.31% | +3,633+31.2% | Added |
| AdvisorNet Financial, Inc | 15,307 | $2.16M | 0.14% | −872−5.4% | Reduced |
| Quantitative Systematic Strategies LLC | 15,347 | $2.16M | 0.76% | +15,347 | New |
| Hollow Brook Wealth Management LLC | 15,378 | $2.17M | 1.35% | +132+0.9% | Added |
| Wealth Alliance Advisory Group, LLC | 15,380 | $2.17M | 1.06% | +311+2.1% | Added |
| Ossiam | 15,223 | $2.17M | 0.06% | −14,910−49.5% | Reduced |
| Kensington Investment Counsel, LLC | 15,391 | $2.17M | 1.49% | +566+3.8% | Added |
| Sculati Wealth Management, LLC | 15,410 | $2.17M | 1.15% | +196+1.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 15,425 | $2.17M | 0.84% | +790+5.4% | Added |
| Oak Grove Capital LLC | 15,431 | $2.18M | 0.50% | −41,751−73.0% | Reduced |
| Flagship Harbor Advisors, LLC | 15,445 | $2.18M | 0.23% | +561+3.8% | Added |
| Naples Global Advisors, LLC | 15,447 | $2.18M | 0.30% | +718+4.9% | Added |
| Cipher Capital LP | 15,477 | $2.18M | 1.20% | +1,028+7.1% | Added |
| IFG Advisory, LLC | 15,499 | $2.19M | 0.24% | −2,475−13.8% | Reduced |
| Wolff Wiese Magana LLC | 15,491 | $2.19M | 1.56% | +62+0.4% | Added |
| Sovarnum Capital L.P. | 15,500 | $2.19M | 1.38% | −3,500−18.4% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.19M | 0.10% | 00.0% | Unchanged |
| Bank of Stockton | 15,548 | $2.19M | 0.66% | −247−1.6% | Reduced |
| Successful Portfolios LLC | 15,553 | $2.19M | 1.33% | +297+1.9% | Added |
| Huber Capital Management LLC | 15,555 | $2.19M | 0.56% | −7,700−33.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 15,568 | $2.19M | 0.42% | +689+4.6% | Added |
| Maryland Capital Management | 15,590 | $2.20M | 0.13% | +853+5.8% | Added |
| Sepio Capital, LP | 15,629 | $2.20M | 0.18% | −361−2.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 15,698 | $2.21M | 0.24% | −99−0.6% | Reduced |
| Summit X, LLC | 15,729 | $2.21M | 0.56% | +158+1.0% | Added |
| Laurel Wealth Advisors, Inc. | 15,767 | $2.22M | 0.29% | +1,122+7.7% | Added |
| Quattro Financial Advisors LLC | 15,754 | $2.23M | 0.59% | +2,623+20.0% | Added |
| Guardian Investment Management | 15,779 | $2.23M | 1.52% | +3,250+25.9% | Added |
| Security National Bank of So Dak | 15,819 | $2.23M | 1.71% | +1,329+9.2% | Added |
| Dynamic Advisor Solutions LLC | 15,836 | $2.23M | 0.18% | +1,885+13.5% | Added |
| Vident Investment Advisory, LLC | 15,892 | $2.24M | 0.07% | −38,317−70.7% | Reduced |
| Northstar Group, Inc. | 15,916 | $2.24M | 0.59% | −182−1.1% | Reduced |
| Marshall Wace Asia Ltd | 15,928 | $2.25M | 0.05% | +15,928 | New |
| Ledyard National Bank | 16,031 | $2.26M | 0.23% | −170−1.0% | Reduced |
| Hudson Value Partners, LLC | 16,035 | $2.26M | 1.25% | +100+0.6% | Added |
| MD Financial Management Inc. | 16,069 | $2.27M | 0.06% | +16,069 | New |
| Allworth Financial LP | 16,078 | $2.27M | 0.04% | +38+0.2% | Added |
| Cito Capital Group, LLC | 16,100 | $2.27M | 1.02% | +100+0.6% | Added |
| Change Path, LLC | 16,116 | $2.27M | 0.14% | +639+4.1% | Added |
| Sterling Investment Advisors, Ltd. | 16,136 | $2.28M | 0.67% | +62+0.4% | Added |