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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 24,115 | $3.40M | 0.12% | +3,712+18.2% | Added |
| Prelude Capital Management, LLC | 24,184 | $3.41M | 0.19% | +3,833+18.8% | Added |
| Citizens National Bank Trust Department | 24,220 | $3.42M | 0.98% | 00.0% | Unchanged |
| MRJ Capital Inc | 24,304 | $3.43M | 1.99% | +200+0.8% | Added |
| Convergence Investment Partners, LLC | 24,337 | $3.43M | 1.48% | −211−0.9% | Reduced |
| Peninsula Asset Management Inc | 24,342 | $3.43M | 1.79% | −366−1.5% | Reduced |
| Institutional & Family Asset Management, LLC | 24,347 | $3.43M | 0.57% | +4,076+20.1% | Added |
| Stonnington Group, LLC | 24,699 | $3.45M | 0.77% | −8,520−25.6% | Reduced |
| SevenBridge Financial Group, LLC | 24,479 | $3.45M | 1.13% | +332+1.4% | Added |
| Asset Dedication, LLC | 24,429 | $3.45M | 0.51% | +6,565+36.7% | Added |
| Claybrook Capital, LLC | 24,479 | $3.45M | 1.13% | +24,479 | New |
| Somerset Trust Co | 24,512 | $3.46M | 1.41% | +72+0.3% | Added |
| EP Wealth Advisors, LLC | 24,513 | $3.46M | 0.10% | +1,082+4.6% | Added |
| PEAK6 Investments LLC | 24,590 | $3.47M | 0.09% | −132,107−84.3% | Reduced |
| Ameritas Investment Company, LLC | 17,406 | $3.47M | 0.17% | +1,266+7.8% | Added |
| JT Stratford LLC | 24,880 | $3.51M | 1.12% | −267−1.1% | Reduced |
| Pensionmark Financial Group, LLC | 24,933 | $3.52M | 0.80% | −791−3.1% | Reduced |
| Clear Street Markets LLC | 24,955 | $3.52M | 0.75% | +355+1.4% | Added |
| Jackson Hole Capital Partners, LLC | 24,959 | $3.52M | 1.22% | −3,132−11.1% | Reduced |
| TBH Global Asset Management, LLC | 24,987 | $3.52M | 0.81% | +1,290+5.4% | Added |
| Journey Advisory Group, LLC | 24,985 | $3.52M | 1.12% | +251+1.0% | Added |
| Hall Capital Management Co Inc | 25,003 | $3.53M | 2.28% | +25,003 | New |
| B. Riley Wealth Management, Inc. | 25,049 | $3.53M | 0.39% | −4,957−16.5% | Reduced |
| Kovack Advisors, Inc. | 25,043 | $3.53M | 0.40% | −642−2.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 25,349 | $3.56M | 0.91% | −22,766−47.3% | Reduced |
| Horan Capital Advisors, LLC. | 25,285 | $3.57M | 1.61% | +777+3.2% | Added |
| Bank of Hawaii | 25,316 | $3.57M | 0.20% | −388−1.5% | Reduced |
| Arkadios Wealth Advisors | 25,518 | $3.60M | 0.44% | +5,852+29.8% | Added |
| Birinyi Associates Inc | 25,550 | $3.60M | 1.25% | −1,000−3.8% | Reduced |
| Capital Advisors Inc | 25,554 | $3.60M | 0.11% | −1,054−4.0% | Reduced |
| Jarislowsky, Fraser Ltd | 25,574 | $3.61M | 0.02% | +738+3.0% | Added |
| Kessler Investment Group, LLC | 25,590 | $3.61M | 2.87% | +1,912+8.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,640 | $3.62M | 0.85% | +230+0.9% | Added |
| Ameritas Investment Partners, Inc. | 25,667 | $3.62M | 0.13% | +1,639+6.8% | Added |
| Blue Fin Capital, Inc. | 25,679 | $3.62M | 1.12% | +311+1.2% | Added |
| United Capital Management of KS, Inc. | 25,676 | $3.62M | 1.48% | +2,451+10.6% | Added |
| Mid Atlantic Financial Management Inc | 25,742 | $3.63M | 0.24% | +923+3.7% | Added |
| Argus Investors' Counsel, Inc. | 25,830 | $3.64M | 1.48% | −2,825−9.9% | Reduced |
| Claret Asset Management Corp | 25,872 | $3.65M | 0.60% | −242−0.9% | Reduced |
| Texas Yale Capital Corp. | 25,877 | $3.65M | 0.21% | +1,055+4.3% | Added |
| KG&L Capital Management,LLC | 25,942 | $3.66M | 1.67% | +1,491+6.1% | Added |
| International Assets Investment Management, LLC | 25,974 | $3.66M | 0.68% | −23,459−47.5% | Reduced |
| Acropolis Investment Management, LLC | 26,011 | $3.67M | 0.36% | −867−3.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 26,088 | $3.68M | 1.46% | +723+2.9% | Added |
| Private Trust Co NA | 26,108 | $3.68M | 0.56% | −1,838−6.6% | Reduced |
| Arrow Financial Corp | 26,117 | $3.68M | 0.47% | −3,592−12.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 26,123 | $3.68M | 1.35% | +953+3.8% | Added |
| Toroso Investments, LLC | 26,127 | $3.68M | 0.14% | +6,050+30.1% | Added |
| Perpetual Investment Management Ltd | 26,152 | $3.69M | 0.52% | −7,100−21.4% | Reduced |
| Symphony Financial, Ltd. Co. | 26,195 | $3.69M | 1.26% | −2,179−7.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 26,183 | $3.69M | 0.64% | −2,800−9.7% | Reduced |
| Glen Eagle Advisors, LLC | 26,286 | $3.71M | 1.15% | +2,548+10.7% | Added |
| Magnetar Financial LLC | 26,400 | $3.72M | 0.04% | +9,271+54.1% | Added |
| Brendel Financial Advisors LLC | 26,452 | $3.73M | 2.05% | +817+3.2% | Added |
| SFMG, LLC | 26,563 | $3.75M | 0.42% | +1,019+4.0% | Added |
| Quest Investment Management LLC | 26,580 | $3.75M | 0.34% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 26,596 | $3.75M | 0.18% | −48−0.2% | Reduced |
| Robbins Farley LLC | 26,692 | $3.76M | 4.25% | +1,439+5.7% | Added |
| Ar Asset Management Inc | 26,800 | $3.78M | 1.06% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 26,839 | $3.79M | 0.80% | +919+3.5% | Added |
| Capital Analysts, LLC | 26,850 | $3.79M | 0.25% | −459−1.7% | Reduced |
| MIK Capital, LP | 26,874 | $3.79M | 1.92% | +26,874 | New |
| Proequities, Inc. | 26,893 | $3.79M | 0.24% | +1,921+7.7% | Added |
| BFSG, LLC | 26,914 | $3.79M | 0.68% | +619+2.4% | Added |
| Legacy Capital Partners, Inc. | 26,955 | $3.80M | 1.36% | +677+2.6% | Added |
| New England Research & Management, Inc. | 27,067 | $3.82M | 1.97% | +845+3.2% | Added |
| SRN Advisors, LLC | 27,139 | $3.83M | 1.30% | +708+2.7% | Added |
| NBT Bank N A | 27,209 | $3.84M | 0.53% | +541+2.0% | Added |
| Resources Management Corp | 27,278 | $3.85M | 0.54% | +807+3.0% | Added |
| Thoroughbred Financial Services, LLC | 27,351 | $3.86M | 0.97% | +1,570+6.1% | Added |
| HYA Advisors, Inc | 27,444 | $3.87M | 1.62% | +12,744+86.7% | Added |
| Windward Capital Management Co | 27,518 | $3.88M | 0.36% | +193+0.7% | Added |
| J.W. Cole Advisors, Inc. | 27,555 | $3.89M | 0.31% | +247+0.9% | Added |
| Founders Capital Management | 27,620 | $3.90M | 2.54% | −17−0.1% | Reduced |
| Capital City Trust Co | 27,626 | $3.90M | 1.18% | +274+1.0% | Added |
| Gamble Jones Investment Counsel | 27,631 | $3.90M | 0.25% | −2,050−6.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 27,700 | $3.91M | 2.47% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 27,876 | $3.93M | 0.14% | +943+3.5% | Added |
| Fundamentun, LLC | 27,902 | $3.94M | 1.08% | +3,045+12.3% | Added |
| Annex Advisory Services, LLC | 28,006 | $3.95M | 0.32% | −262−0.9% | Reduced |
| GFS Advisors, LLC | 28,003 | $3.95M | 0.89% | +9,050+47.7% | Added |
| Lincluden Management Ltd | 28,063 | $3.96M | 0.38% | −609−2.1% | Reduced |
| WBI Investments | 28,091 | $3.96M | 0.61% | +28,091 | New |
| Keeler Thomas Management LLC | 28,226 | $3.98M | 1.95% | +1,690+6.4% | Added |
| Fairfield, Bush & Co. | 28,367 | $4.00M | 1.09% | −691−2.4% | Reduced |
| Berkshire Bank | 28,476 | $4.02M | 0.97% | −285−1.0% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 28,507 | $4.02M | 0.71% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 28,548 | $4.03M | 1.39% | −200−0.7% | Reduced |
| FAI Wealth Management | 28,572 | $4.03M | 3.44% | −914−3.1% | Reduced |
| Symmetry Partners, LLC | 28,740 | $4.05M | 0.27% | −8,706−23.2% | Reduced |
| Stoneridge Investment Partners LLC | 28,767 | $4.06M | 1.97% | +13,071+83.3% | Added |
| First Manhattan Co | 28,816 | $4.06M | 0.01% | −498−1.7% | Reduced |
| CBOE Vest Financial, LLC | 28,828 | $4.07M | 1.54% | +11,652+67.8% | Added |
| Schmidt P J Investment Management Inc | 28,564 | $4.07M | 0.81% | +1,171+4.3% | Added |
| Signet Investment Advisory Group, Inc. | 28,848 | $4.07M | 2.62% | +1,009+3.6% | Added |
| Harrell Investment Partners, LLC | 29,030 | $4.09M | 1.33% | +795+2.8% | Added |
| Exeter Financial, LLC | 29,339 | $4.11M | 2.38% | +886+3.1% | Added |
| SignalPoint Asset Management, LLC | 29,281 | $4.13M | 1.35% | +62+0.2% | Added |
| Schnieders Capital Management LLC | 29,310 | $4.13M | 1.13% | +450+1.6% | Added |
| Strategic Blueprint, LLC | 29,359 | $4.14M | 0.66% | +24,132+461.7% | Added |