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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 19,491 | $2.75M | 0.50% | +1,839+10.4% | Added |
| Pratt Collard Advisory Partners LLC | 19,536 | $2.75M | 1.84% | +744+4.0% | Added |
| Moloney Securities Asset Management, LLC | 19,550 | $2.76M | 0.50% | +75+0.4% | Added |
| Octavia Wealth Advisors, LLC | 19,586 | $2.76M | 0.73% | +77+0.4% | Added |
| Means Investment Co., Inc. | 19,660 | $2.77M | 0.55% | +1,309+7.1% | Added |
| Capstone Triton Financial Group, LLC | 19,699 | $2.78M | 1.71% | +1,375+7.5% | Added |
| Mutual Advisors, LLC | 19,711 | $2.78M | 0.17% | +1,584+8.7% | Added |
| Appleton Partners Inc | 19,796 | $2.79M | 0.24% | +1,806+10.0% | Added |
| Tiedemann Advisors, LLC | 19,806 | $2.79M | 0.11% | −652−3.2% | Reduced |
| Stratos Wealth Advisors, LLC | 19,842 | $2.80M | 0.25% | +1,242+6.7% | Added |
| YHB Investment Advisors, Inc. | 19,847 | $2.80M | 0.24% | +200+1.0% | Added |
| Old National Bancorp | 19,882 | $2.80M | 0.10% | −5,633−22.1% | Reduced |
| Squarepoint Ops LLC | 19,890 | $2.81M | 0.02% | −136,779−87.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.81M | 0.67% | 00.0% | Unchanged |
| Ieq Capital, LLC | 20,086 | $2.83M | 0.08% | +64+0.3% | Added |
| TownSquare Capital, LLC | 20,254 | $2.83M | 0.09% | +3,434+20.4% | Added |
| Sompo Asset Management Co., Ltd. | 20,190 | $2.85M | 0.58% | +990+5.2% | Added |
| Trustcore Financial Services, LLC | 20,199 | $2.85M | 0.30% | +120+0.6% | Added |
| Psagot Investment House Ltd. | 20,277 | $2.86M | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 20,290 | $2.86M | 0.49% | −1,076−5.0% | Reduced |
| NovaPoint Capital, LLC | 20,354 | $2.87M | 1.19% | −514−2.5% | Reduced |
| Venture Visionary Partners LLC | 20,374 | $2.87M | 0.23% | −4,986−19.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,373 | $2.87M | 0.05% | −1,908−8.6% | Reduced |
| Dearborn Partners LLC | 20,374 | $2.87M | 0.12% | +341+1.7% | Added |
| Silverleafe Capital Partners, LLC | 20,385 | $2.88M | 1.13% | −171−0.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 20,400 | $2.88M | 0.21% | +18,177+817.7% | Added |
| Eudaimonia Partners, LLC | 20,431 | $2.88M | 0.54% | +1,248+6.5% | Added |
| Investment House LLC | 20,442 | $2.88M | 0.20% | +9,605+88.6% | Added |
| Meridian Investment Counsel Inc. | 20,453 | $2.88M | 1.02% | +708+3.6% | Added |
| CFO4Life Group, LLC | 20,468 | $2.89M | 0.67% | −162−0.8% | Reduced |
| Bank Ozk | 20,523 | $2.89M | 1.28% | +958+4.9% | Added |
| First Citizens Bank & Trust Co | 20,751 | $2.93M | 0.14% | −594−2.8% | Reduced |
| Hancock Whitney Corp | 20,750 | $2.93M | 0.09% | −432−2.0% | Reduced |
| Enterprise Trust & Investment Co | 20,756 | $2.93M | 1.20% | −50−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,872 | $2.94M | 0.62% | −974−4.5% | Reduced |
| Waldron Private Wealth LLC | 20,888 | $2.94M | 0.19% | −432−2.0% | Reduced |
| BerganKDV Wealth Management, LLC | 20,931 | $2.95M | 0.35% | −1,097−5.0% | Reduced |
| Wealthcare Advisory Partners LLC | 21,038 | $2.97M | 0.20% | −471−2.2% | Reduced |
| AMG National Trust Bank | 21,041 | $2.97M | 0.10% | −405−1.9% | Reduced |
| Paradigm Financial Partners, LLC | 21,083 | $2.97M | 0.74% | +2,069+10.9% | Added |
| Fort Pitt Capital Group, LLC | 21,184 | $2.99M | 0.12% | +1,745+9.0% | Added |
| Sumitomo Life Insurance Co | 21,187 | $2.99M | 0.10% | −3,248−13.3% | Reduced |
| Hennessy Advisors Inc | 21,200 | $2.99M | 0.17% | +400+1.9% | Added |
| Laffer Tengler Investments | 21,212 | $2.99M | 1.12% | −2,100−9.0% | Reduced |
| Benedict Financial Advisors Inc | 21,364 | $3.01M | 0.84% | −24−0.1% | Reduced |
| Trinity Legacy Partners, LLC | 21,506 | $3.02M | 1.11% | −14,426−40.1% | Reduced |
| IFP Advisors, Inc | 21,451 | $3.02M | 0.06% | +915+4.5% | Added |
| Allen Capital Group, LLC | 21,517 | $3.03M | 0.62% | +2,494+13.1% | Added |
| Alerus Financial NA | 21,611 | $3.05M | 0.31% | −11,443−34.6% | Reduced |
| Red Door Wealth Management, LLC | 21,663 | $3.06M | 1.19% | +2,396+12.4% | Added |
| Regal Investment Advisors LLC | 21,691 | $3.06M | 0.31% | +21,691 | New |
| Bayesian Capital Management, LP | 21,800 | $3.07M | 0.80% | +21,800 | New |
| AlphaCrest Capital Management LLC | 21,826 | $3.08M | 0.13% | +21,826 | New |
| JCIC Asset Management Inc. | 17,725 | $3.10M | 0.80% | +265+1.5% | Added |
| Palisade Asset Management, LLC | 22,039 | $3.11M | 0.37% | +37+0.2% | Added |
| Family Legacy, Inc. | 22,046 | $3.11M | 1.39% | +478+2.2% | Added |
| Parsons Capital Management Inc | 22,154 | $3.12M | 0.24% | −441−2.0% | Reduced |
| Tower View Investment Management & Research LLC | 22,162 | $3.13M | 1.58% | +450+2.1% | Added |
| Northwest Investment Counselors, LLC | 22,180 | $3.13M | 0.86% | −329−1.5% | Reduced |
| Kavar Capital Partners Group, LLC | 22,198 | $3.13M | 0.76% | +1,050+5.0% | Added |
| HBK Sorce Advisory LLC | 22,234 | $3.14M | 0.17% | +2,587+13.2% | Added |
| Chemung Canal Trust Co | 22,286 | $3.14M | 0.60% | −1,684−7.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,332 | $3.15M | 0.27% | 00.0% | Unchanged |
| Cascadia Advisory Services, LLC | 22,475 | $3.17M | 0.68% | +1,783+8.6% | Added |
| TCG Advisory Services, LLC | 22,498 | $3.17M | 0.86% | +1,054+4.9% | Added |
| Avantax Planning Partners, Inc. | 22,509 | $3.17M | 0.15% | +1,693+8.1% | Added |
| Old Second National Bank of Aurora | 22,545 | $3.18M | 0.87% | −148−0.7% | Reduced |
| Financial & Tax Architects, LLC | 22,653 | $3.19M | 1.57% | +1,839+8.8% | Added |
| Koshinski Asset Management, Inc. | 22,662 | $3.20M | 0.40% | −3,601−13.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 22,720 | $3.20M | 0.45% | −1,281−5.3% | Reduced |
| Independent Financial Group, LLC | 22,767 | $3.21M | 0.34% | −1,154−4.8% | Reduced |
| Sargent Bickham Lagudis LLC | 22,770 | $3.21M | 0.26% | +1,050+4.8% | Added |
| Thomasville National Bank | 22,924 | $3.23M | 0.34% | −18,666−44.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,957 | $3.24M | 2.24% | −25−0.1% | Reduced |
| Shelton Capital Management | 23,090 | $3.26M | 0.12% | −21,890−48.7% | Reduced |
| LaFleur & Godfrey LLC | 23,097 | $3.26M | 0.47% | +23,097 | New |
| Citizens Business Bank | 23,125 | $3.26M | 0.43% | −889−3.7% | Reduced |
| Freestone Capital Holdings, LLC | 23,189 | $3.27M | 0.16% | +428+1.9% | Added |
| Corient Capital Partners, LLC | 23,226 | $3.27M | 0.24% | +1,257+5.7% | Added |
| Snider Financial Group | 23,150 | $3.28M | 1.54% | +23,150 | New |
| Keel Point, LLC | 23,283 | $3.28M | 0.39% | +3,374+16.9% | Added |
| Hyman Charles D | 23,295 | $3.29M | 0.23% | +45+0.2% | Added |
| Little House Capital LLC | 23,314 | $3.29M | 1.78% | −4,921−17.4% | Reduced |
| Stokes Capital Advisors, LLC | 23,345 | $3.29M | 1.08% | −10,346−30.7% | Reduced |
| Clearstead Advisors, LLC | 23,352 | $3.29M | 0.25% | +212+0.9% | Added |
| Global Retirement Partners, LLC | 23,367 | $3.29M | 0.34% | +1,589+7.3% | Added |
| Woodmont Investment Counsel LLC | 23,505 | $3.31M | 0.52% | +1,121+5.0% | Added |
| Kingsview Wealth Management, LLC | 23,801 | $3.32M | 0.16% | +1,649+7.4% | Added |
| Steel Peak Wealth Management LLC | 23,539 | $3.32M | 0.24% | +2,729+13.1% | Added |
| All Terrain Financial Advisors, LLC | 23,591 | $3.33M | 1.60% | +1,564+7.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,615 | $3.33M | 0.18% | −2,503−9.6% | Reduced |
| Providence Capital Advisors, LLC | 23,627 | $3.33M | 1.09% | +23,600+87,407.4% | Added |
| Bradley Mark J. | 23,666 | $3.34M | 2.23% | −690−2.8% | Reduced |
| Diversified Investment Strategies, LLC | 23,725 | $3.35M | 2.48% | −105−0.4% | Reduced |
| Hutner Capital Management Inc | 23,770 | $3.35M | 2.15% | −609−2.5% | Reduced |
| Parallel Advisors, LLC | 23,769 | $3.35M | 0.14% | +508+2.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 23,871 | $3.37M | 1.01% | +2,091+9.6% | Added |
| Arthur M. Cohen & Associates, LLC | 23,936 | $3.38M | 0.69% | +203+0.9% | Added |
| Patton Albertson Miller Group, LLC | 23,976 | $3.38M | 0.77% | +786+3.4% | Added |
| Comerica Securities,inc. | 23,999 | $3.38M | 0.25% | −1,445−5.7% | Reduced |