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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 29,387 | $4.14M | 0.19% | −1,111−3.6% | Reduced |
| Hixon Zuercher, LLC | 29,422 | $4.15M | 2.50% | −5,186−15.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 29,433 | $4.15M | 1.12% | −267−0.9% | Reduced |
| Field & Main Bank | 29,578 | $4.17M | 2.67% | +2,337+8.6% | Added |
| Samlyn Capital, LLC | 29,627 | $4.18M | 0.06% | +1,766+6.3% | Added |
| Mitchell Capital Management Co | 29,630 | $4.18M | 0.92% | +1,882+6.8% | Added |
| Northstar Investment Advisors LLC | 29,442 | $4.20M | 0.56% | −675−2.2% | Reduced |
| LVW Advisors, LLC | 29,900 | $4.22M | 0.75% | −1,184−3.8% | Reduced |
| Ulysses Management LLC | 30,000 | $4.23M | 0.71% | 00.0% | Unchanged |
| Slow Capital, Inc. | 30,275 | $4.27M | 0.81% | +3,933+14.9% | Added |
| Pecaut & Co. | 30,465 | $4.30M | 2.80% | −200−0.7% | Reduced |
| Mechanics Bank Trust Department | 30,464 | $4.30M | 0.70% | −65−0.2% | Reduced |
| Eagle Capital Management, LLC | 30,602 | $4.32M | 1.22% | +682+2.3% | Added |
| Asset Planning Services Inc | 30,640 | $4.32M | 2.50% | +2,180+7.7% | Added |
| Spinnaker Trust | 30,844 | $4.35M | 0.30% | +471+1.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,859 | $4.35M | 0.04% | −220−0.7% | Reduced |
| Integrated Advisors Network LLC | 30,951 | $4.37M | 0.32% | +1,381+4.7% | Added |
| Wesleyan Assurance Society | 31,000 | $4.37M | 0.55% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 31,052 | $4.38M | 0.79% | +1,296+4.4% | Added |
| Proficio Capital Partners LLC | 31,236 | $4.41M | 0.54% | +343+1.1% | Added |
| CX Institutional | 31,252 | $4.41M | 0.36% | −62−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 31,388 | $4.43M | 0.03% | −816−2.5% | Reduced |
| Resources Investment Advisors, LLC. | 31,395 | $4.43M | 0.18% | +1,039+3.4% | Added |
| Park Avenue Securities LLC | 31,411 | $4.43M | 0.09% | +903+3.0% | Added |
| Horrell Capital Management, Inc. | 31,557 | $4.45M | 1.64% | −2,373−7.0% | Reduced |
| TRH Financial, LLC | 31,643 | $4.46M | 1.93% | +5,936+23.1% | Added |
| Baugh & Associates, LLC | 31,751 | $4.48M | 2.78% | −100−0.3% | Reduced |
| Annandale Capital, LLC | 31,760 | $4.48M | 2.70% | 00.0% | Unchanged |
| Estabrook Capital Management | 31,820 | $4.49M | 0.68% | −1,381−4.2% | Reduced |
| Quilter Plc | 31,957 | $4.51M | 0.13% | +372+1.2% | Added |
| Murphy Capital Management Inc | 31,964 | $4.51M | 0.52% | +851+2.7% | Added |
| Wills Financial Group, Inc. | 32,032 | $4.52M | 1.96% | −1,039−3.1% | Reduced |
| Belpointe Asset Management LLC | 32,981 | $4.52M | 0.33% | −3,283−9.1% | Reduced |
| First American Trust, FSB | 32,126 | $4.53M | 0.71% | −3,288−9.3% | Reduced |
| Gamco Investors, Inc. Et Al | 32,130 | $4.53M | 0.04% | +661+2.1% | Added |
| Fulton Bank, N.A. | 32,265 | $4.55M | 0.21% | +488+1.5% | Added |
| Mader & Shannon Wealth Management, Inc. | 32,461 | $4.58M | 2.36% | +905+2.9% | Added |
| Aptus Capital Advisors, LLC | 32,462 | $4.58M | 0.21% | +3,844+13.4% | Added |
| McGuire Investment Group, LLC | 32,474 | $4.58M | 0.87% | −201−0.6% | Reduced |
| Coldstream Capital Management Inc | 32,498 | $4.58M | 0.18% | −409−1.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 32,560 | $4.59M | 0.04% | +32,560 | New |
| Riggs Asset Managment Co. Inc. | 32,632 | $4.60M | 1.28% | +1,204+3.8% | Added |
| Strategic Global Advisors, LLC | 32,812 | $4.63M | 0.84% | +32,812 | New |
| Chickasaw Capital Management LLC | 32,827 | $4.63M | 0.21% | +150.0% | Added |
| Karp Capital Management Corp | 32,830 | $4.63M | 0.69% | +5,534+20.3% | Added |
| Wendell David Associates Inc | 32,839 | $4.63M | 0.52% | −75−0.2% | Reduced |
| Allstate Corp | 32,845 | $4.63M | 0.16% | −2,666−7.5% | Reduced |
| V Wealth Advisors LLC | 32,836 | $4.63M | 0.74% | +683+2.1% | Added |
| Community Bank & Trust, Waco, Texas | 32,932 | $4.64M | 1.52% | +625+1.9% | Added |
| Baker Chad R | 33,000 | $4.65M | 1.05% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 33,045 | $4.66M | 0.68% | −1,995−5.7% | Reduced |
| Valeo Financial Advisors, LLC | 33,053 | $4.66M | 0.29% | +73+0.2% | Added |
| Foster Victor Wealth Advisors, LLC | 33,128 | $4.67M | 0.78% | +8,352+33.7% | Added |
| IHT Wealth Management, LLC | 33,183 | $4.68M | 0.30% | +4,207+14.5% | Added |
| SlateStone Wealth, LLC | 33,353 | $4.70M | 1.08% | +63+0.2% | Added |
| JGP Wealth Management, LLC | 33,654 | $4.75M | 1.02% | −7,082−17.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 33,792 | $4.76M | 0.11% | +111+0.3% | Added |
| XXEC, Inc. | 32,443 | $4.77M | 3.15% | +1,945+6.4% | Added |
| BP PLC | 33,884 | $4.78M | 0.20% | −10,340−23.4% | Reduced |
| Pinnacle Financial Partners Inc | 34,130 | $4.81M | 0.19% | +3,837+12.7% | Added |
| Pinnacle Wealth Advisors | 34,130 | $4.81M | 0.19% | +34,130 | New |
| 6 Meridian | 34,243 | $4.83M | 0.38% | −1,143−3.2% | Reduced |
| SageGuard Financial Group, LLC | 34,331 | $4.84M | 2.20% | +2,009+6.2% | Added |
| Ingalls & Snyder LLC | 34,501 | $4.87M | 0.22% | +140.0% | Added |
| Wealth Advisory Solutions, LLC | 34,595 | $4.88M | 1.16% | −37,846−52.2% | Reduced |
| Bridges Investment Management Inc | 34,610 | $4.88M | 0.15% | −2,879−7.7% | Reduced |
| Grassi Investment Management | 34,704 | $4.89M | 0.53% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 34,745 | $4.90M | 1.38% | +1,645+5.0% | Added |
| Mach-1 Financial Group, Inc. | 34,794 | $4.91M | 3.86% | +2,925+9.2% | Added |
| Picton Mahoney Asset Management | 34,818 | $4.91M | 0.18% | +3,969+12.9% | Added |
| Investment Advisory Services Inc | 35,030 | $4.94M | 3.05% | +35,030 | New |
| Bahl & Gaynor Inc | 35,314 | $4.98M | 0.03% | −869−2.4% | Reduced |
| Xcel Wealth Management, LLC | 35,386 | $4.99M | 1.51% | −158−0.4% | Reduced |
| Siemens Fonds Invest GmbH | 35,395 | $4.99M | 0.59% | −1,849−5.0% | Reduced |
| Everence Capital Management Inc | 35,430 | $5.00M | 0.41% | +7,540+27.0% | Added |
| Frontier Wealth Management LLC | 35,542 | $5.01M | 0.35% | +472+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,737 | $5.04M | 0.53% | −3,403−8.7% | Reduced |
| Lincoln National Corp | 35,784 | $5.05M | 0.11% | −549−1.5% | Reduced |
| HAP Trading, LLC | 35,894 | $5.06M | 0.31% | +35,894 | New |
| Silvant Capital Management LLC | 35,928 | $5.07M | 0.80% | −864−2.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 35,952 | $5.07M | 0.08% | +7,432+26.1% | Added |
| Pavion Blue Capital, LLC | 36,004 | $5.08M | 3.11% | −534−1.5% | Reduced |
| Veriti Management LLC | 36,056 | $5.08M | 0.76% | +21,437+146.6% | Added |
| Greenleaf Trust | 36,218 | $5.11M | 0.06% | −2,668−6.9% | Reduced |
| Gifford Fong Associates | 36,400 | $5.13M | 1.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 36,540 | $5.13M | 0.15% | −31,684−46.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 36,416 | $5.13M | 1.69% | +453+1.3% | Added |
| Royal Fund Management, LLC | 36,434 | $5.14M | 0.85% | +1,262+3.6% | Added |
| Profund Advisors LLC | 36,480 | $5.14M | 0.17% | +755+2.1% | Added |
| Adell Harriman & Carpenter Inc | 36,596 | $5.16M | 0.54% | −829−2.2% | Reduced |
| Alexandria Capital, LLC | 36,690 | $5.17M | 0.48% | +1,920+5.5% | Added |
| Diversified Trust Co | 36,713 | $5.18M | 0.19% | +818+2.3% | Added |
| Walleye Capital LLC | 36,738 | $5.18M | 0.19% | +36,738 | New |
| Cornerstone Wealth Management, LLC | 36,860 | $5.20M | 0.55% | +1,133+3.2% | Added |
| Rothschild Investment Corp | 36,875 | $5.20M | 0.41% | +277+0.8% | Added |
| O'Brien Greene & Co. Inc | 36,911 | $5.21M | 1.86% | +1,671+4.7% | Added |
| First Midwest Bank Trust Division | 37,191 | $5.25M | 0.71% | −2,441−6.2% | Reduced |
| Skba Capital Management LLC | 37,200 | $5.25M | 1.03% | −15,250−29.1% | Reduced |
| M Holdings Securities, Inc. | 37,684 | $5.31M | 0.52% | −3,380−8.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 37,813 | $5.33M | 0.44% | −200−0.5% | Reduced |