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 |
|---|---|---|---|---|---|
| Colony Group LLC | 16,160 | $2.28M | 0.05% | −926−5.4% | Reduced |
| Duncker Streett & Co Inc | 16,159 | $2.28M | 0.42% | −396−2.4% | Reduced |
| Applied Research Investments, LLC | 16,173 | $2.28M | 0.81% | −11,035−40.6% | Reduced |
| Equitable Trust Co | 16,222 | $2.29M | 0.15% | −5,020−23.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 16,291 | $2.30M | 0.01% | −2,800−14.7% | Reduced |
| SeaCrest Wealth Management, LLC | 16,310 | $2.30M | 0.28% | −550−3.3% | Reduced |
| Girard Partners Ltd. | 16,364 | $2.31M | 0.30% | −1,474−8.3% | Reduced |
| Greatmark Investment Partners, Inc. | 16,360 | $2.31M | 0.42% | −865−5.0% | Reduced |
| Zurich Insurance Group Ltd | 16,400 | $2.31M | 0.03% | −2,000−10.9% | Reduced |
| Harbor Investment Advisory, LLC | 16,414 | $2.31M | 0.31% | −814−4.7% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 16,908 | $2.32M | 0.30% | +819+5.1% | Added |
| Burke & Herbert Bank & Trust Co | 16,476 | $2.32M | 1.49% | −95−0.6% | Reduced |
| Hudson Capital Management LLC | 16,481 | $2.32M | 0.96% | −26−0.2% | Reduced |
| Smithfield Trust Co | 16,601 | $2.34M | 0.16% | −463−2.7% | Reduced |
| Empirical Finance, LLC | 16,618 | $2.34M | 0.38% | +2,299+16.1% | Added |
| J. W. Coons Advisors, LLC | 16,658 | $2.35M | 0.83% | −1,025−5.8% | Reduced |
| Meridian Wealth Management, LLC | 16,658 | $2.35M | 0.30% | −1,330−7.4% | Reduced |
| Golden State Equity Partners | 16,666 | $2.35M | 0.91% | +8,083+94.2% | Added |
| Monument Capital Management | 16,698 | $2.35M | 0.82% | +175+1.1% | Added |
| Amussen Hunsaker Associates LLC | 16,769 | $2.36M | 0.68% | +136+0.8% | Added |
| BBVA USA | 16,764 | $2.36M | 0.13% | +16,764 | New |
| Hayden Royal, LLC | 16,802 | $2.37M | 1.30% | −129−0.8% | Reduced |
| Smith, Moore & Co. | 16,823 | $2.37M | 0.36% | −4,095−19.6% | Reduced |
| Eads & Heald Wealth Management | 16,990 | $2.40M | 1.17% | −111−0.6% | Reduced |
| Providence First Trust Co | 17,008 | $2.40M | 1.13% | −804−4.5% | Reduced |
| Community Financial Services Group, LLC | 17,052 | $2.40M | 0.67% | −424−2.4% | Reduced |
| Telemus Capital, LLC | 17,048 | $2.40M | 0.17% | +78+0.5% | Added |
| West Branch Capital LLC | 17,067 | $2.41M | 1.18% | −205−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 17,118 | $2.41M | 0.30% | −482−2.7% | Reduced |
| 1st Source Bank | 17,118 | $2.41M | 0.15% | −435−2.5% | Reduced |
| Cutler Group LP | 17,127 | $2.42M | 0.18% | +17,127 | New |
| Harvey Capital Management Inc | 17,150 | $2.42M | 0.80% | −2,500−12.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,161 | $2.42M | 1.35% | +10.0% | Added |
| Deltec Asset Management LLC | 17,203 | $2.43M | 0.33% | −9,000−34.3% | Reduced |
| Wunderlich Capital Managemnt | 17,263 | $2.43M | 1.23% | +213+1.2% | Added |
| Cullen Capital Management LLC | 17,269 | $2.44M | 0.02% | +551+3.3% | Added |
| Candriam Luxembourg S.C.A. | 17,273 | $2.44M | 0.02% | −1,306−7.0% | Reduced |
| Miller Investment Management, LP | 17,275 | $2.44M | 0.42% | 00.0% | Unchanged |
| High Note Wealth, LLC | 17,313 | $2.44M | 0.89% | +64+0.4% | Added |
| Clarius Group, LLC | 17,300 | $2.44M | 0.22% | +613+3.7% | Added |
| Telos Capital Management, Inc. | 17,299 | $2.44M | 0.32% | +1,155+7.2% | Added |
| Riverbridge Partners LLC | 17,346 | $2.45M | 0.02% | −508−2.8% | Reduced |
| Northstar Asset Management LLC | 17,455 | $2.46M | 0.65% | +1,270+7.8% | Added |
| Ballentine Partners, LLC | 17,458 | $2.46M | 0.09% | −3,589−17.1% | Reduced |
| Transcend Wealth Collective, LLC | 17,529 | $2.46M | 0.35% | +6,169+54.3% | Added |
| BNC Wealth Management, LLC | 17,556 | $2.48M | 1.50% | −390−2.2% | Reduced |
| Stokes Family Office, LLC | 17,563 | $2.48M | 0.35% | −429−2.4% | Reduced |
| Assetmark, Inc | 17,562 | $2.48M | 0.01% | +225+1.3% | Added |
| Cumberland Partners Ltd | 17,570 | $2.48M | 0.19% | +40.0% | Added |
| Congress Park Capital LLC | 17,589 | $2.48M | 1.24% | +1,427+8.8% | Added |
| Page Arthur B | 17,603 | $2.48M | 1.77% | +20+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 17,606 | $2.48M | 0.18% | +1,517+9.4% | Added |
| Equitable Holdings, Inc. | 17,686 | $2.49M | 0.04% | +84+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 17,721 | $2.50M | 0.71% | +152+0.9% | Added |
| Hedeker Wealth, LLC | 17,728 | $2.50M | 0.78% | −7,941−30.9% | Reduced |
| Aries Wealth Management | 17,743 | $2.50M | 1.07% | +204+1.2% | Added |
| Sargent Investment Group, LLC | 17,754 | $2.50M | 0.60% | −45−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 17,821 | $2.51M | 0.28% | −396−2.2% | Reduced |
| Archford Capital Strategies, LLC | 17,884 | $2.52M | 0.63% | −935−5.0% | Reduced |
| Great Valley Advisor Group, Inc. | 18,328 | $2.52M | 0.19% | +300+1.7% | Added |
| Twinbeech Capital LP | 17,929 | $2.53M | 0.31% | −43,309−70.7% | Reduced |
| Mattern Wealth Management LLC | 17,983 | $2.55M | 0.81% | −72−0.4% | Reduced |
| Engineers Gate Manager LP | 18,086 | $2.55M | 0.16% | −46,073−71.8% | Reduced |
| Jacobs & Co | 18,088 | $2.55M | 0.29% | +3,878+27.3% | Added |
| AMJ Financial Wealth Management | 18,093 | $2.55M | 1.11% | +245+1.4% | Added |
| Diligent Investors, LLC | 18,127 | $2.56M | 0.87% | −1,288−6.6% | Reduced |
| Capital Investment Advisory Services, LLC | 18,231 | $2.57M | 0.32% | −155−0.8% | Reduced |
| Good Life Advisors, LLC | 18,233 | $2.57M | 0.49% | +348+1.9% | Added |
| AIMZ Investment Advisors, LLC | 18,267 | $2.58M | 1.16% | −22−0.1% | Reduced |
| Bank of New Hampshire | 18,273 | $2.58M | 0.69% | +18,273 | New |
| Centaurus Financial, Inc. | 18,281 | $2.58M | 0.22% | +2,008+12.3% | Added |
| Bryn Mawr Trust Co | 18,308 | $2.58M | 0.10% | +17+0.1% | Added |
| Leelyn Smith, LLC | 18,358 | $2.59M | 0.76% | −498−2.6% | Reduced |
| WC Walker & Associates, Inc. | 18,501 | $2.59M | 1.36% | +828+4.7% | Added |
| Verition Fund Management LLC | 18,394 | $2.59M | 0.04% | +9,903+116.6% | Added |
| Delta Financial Advisors LLC | 18,481 | $2.61M | 1.15% | +52+0.3% | Added |
| Outfitter Financial LLC | 18,495 | $2.61M | 2.00% | +190+1.0% | Added |
| Rehmann Capital Advisory Group | 18,494 | $2.61M | 0.25% | −20.0% | Reduced |
| Hemenway Trust Co LLC | 18,602 | $2.62M | 0.26% | +53+0.3% | Added |
| Roberts Glore & Co Inc | 18,673 | $2.63M | 0.79% | −160−0.8% | Reduced |
| Rocky Mountain Advisers, LLC | 18,670 | $2.63M | 3.28% | +50.0% | Added |
| Tokio Marine Asset Management Co Ltd | 18,707 | $2.64M | 0.24% | +2,512+15.5% | Added |
| Beacon Financial Group | 18,697 | $2.65M | 0.38% | +1,657+9.7% | Added |
| Savant Capital, LLC | 18,832 | $2.66M | 0.11% | +212+1.1% | Added |
| BDO Wealth Advisors, LLC | 18,840 | $2.66M | 0.29% | +311+1.7% | Added |
| RFG Advisory, LLC | 18,903 | $2.67M | 0.24% | +518+2.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,504 | $2.67M | 0.07% | −1,016−13.5% | Reduced |
| ARS Wealth Advisors, LLC | 18,937 | $2.67M | 0.48% | −348−1.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,993 | $2.68M | 0.07% | +372+2.0% | Added |
| Westover Capital Advisors, LLC | 19,072 | $2.69M | 0.86% | −2,392−11.1% | Reduced |
| Wade G W & Inc | 19,090 | $2.69M | 0.13% | −1,376−6.7% | Reduced |
| Trust Co of Vermont | 19,126 | $2.70M | 0.19% | +1,259+7.0% | Added |
| Strategic Wealth Partners, Ltd. | 19,204 | $2.71M | 0.88% | +79+0.4% | Added |
| Ropes Wealth Advisors LLC | 19,246 | $2.71M | 0.43% | +3,848+25.0% | Added |
| Summit Asset Management, LLC | 19,335 | $2.73M | 0.86% | −30−0.2% | Reduced |
| Garner Asset Management Corp | 19,357 | $2.73M | 1.32% | +143+0.7% | Added |
| Freedom Day Solutions, LLC | 19,387 | $2.73M | 1.30% | −1,063−5.2% | Reduced |
| JustInvest LLC | 19,434 | $2.74M | 0.29% | −13,619−41.2% | Reduced |
| Haverford Trust Co | 19,468 | $2.75M | 0.03% | +520+2.7% | Added |
| 180 Wealth Advisors, LLC | 18,481 | $2.75M | 0.63% | +259+1.4% | Added |