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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 37,814 | $5.33M | 0.44% | −266−0.7% | Reduced |
| Dividend Assets Capital, LLC | 37,846 | $5.34M | 1.05% | −9,496−20.1% | Reduced |
| Cerity Partners LLC | 37,999 | $5.36M | 0.12% | −30,710−44.7% | Reduced |
| Ally Financial Inc. | 38,000 | $5.36M | 0.53% | 00.0% | Unchanged |
| One Capital Management, LLC | 38,193 | $5.38M | 0.48% | +3,677+10.7% | Added |
| Charter Trust Co | 38,288 | $5.40M | 0.50% | −302−0.8% | Reduced |
| Advanced Asset Management Advisors Inc | 38,298 | $5.40M | 1.14% | −179−0.5% | Reduced |
| Harbour Investments, Inc. | 38,476 | $5.43M | 0.17% | +4,235+12.4% | Added |
| United Fire Group Inc | 38,500 | $5.43M | 2.77% | +16,000+71.1% | Added |
| Paloma Partners Management Co | 38,592 | $5.44M | 0.14% | −110,311−74.1% | Reduced |
| Wetherby Asset Management Inc | 38,850 | $5.48M | 0.34% | +1,792+4.8% | Added |
| Rice Partnership, LLC | 39,139 | $5.52M | 1.74% | +620+1.6% | Added |
| E. Ohman J:or Asset Management AB | 39,200 | $5.53M | 0.17% | +39,200 | New |
| Hendley & Co Inc | 39,332 | $5.55M | 1.86% | −415−1.0% | Reduced |
| GHP Investment Advisors, Inc. | 39,427 | $5.56M | 0.45% | +3,752+10.5% | Added |
| NorthCoast Asset Management LLC | 39,424 | $5.57M | 0.20% | +2,343+6.3% | Added |
| Wedbush Securities Inc | 42,938 | $5.59M | 0.26% | +9,706+29.2% | Added |
| Nwi Management LP | 40,000 | $5.64M | 0.43% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $5.64M | 0.75% | 00.0% | Unchanged |
| Veritable, L.P. | 40,153 | $5.66M | 0.09% | +437+1.1% | Added |
| Strategic Wealth Advisors Group, LLC | 40,260 | $5.68M | 0.26% | +6,092+17.8% | Added |
| Cohen Klingenstein LLC | 40,300 | $5.68M | 0.24% | 00.0% | Unchanged |
| IBM Retirement Fund | 40,397 | $5.70M | 0.45% | −7,077−14.9% | Reduced |
| Trustmark National Bank Trust Department | 40,531 | $5.72M | 0.45% | −5,492−11.9% | Reduced |
| Family Management Corp | 40,558 | $5.72M | 1.51% | +2,368+6.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,369 | $5.72M | 0.09% | +17,080+73.3% | Added |
| Laurel Wealth Advisors LLC | 40,564 | $5.72M | 1.27% | +202+0.5% | Added |
| Atwater Malick LLC | 40,611 | $5.73M | 3.17% | +1,943+5.0% | Added |
| Hodges Capital Management Inc. | 40,628 | $5.73M | 0.64% | −2,065−4.8% | Reduced |
| Essex Investment Management Co LLC | 40,629 | $5.73M | 0.67% | −9,179−18.4% | Reduced |
| Ascent Wealth Partners, LLC | 40,758 | $5.75M | 1.10% | −252−0.6% | Reduced |
| Woodstock Corp | 40,911 | $5.77M | 0.68% | +629+1.6% | Added |
| Homrich & Berg | 40,938 | $5.77M | 0.13% | +4,580+12.6% | Added |
| Signaturefd, LLC | 40,947 | $5.77M | 0.23% | +1,066+2.7% | Added |
| Griffin Asset Management, Inc. | 41,040 | $5.79M | 0.70% | −390−0.9% | Reduced |
| Balasa Dinverno & Foltz LLC | 41,202 | $5.81M | 0.42% | −845−2.0% | Reduced |
| Twin Capital Management Inc | 41,284 | $5.82M | 0.54% | −3,588−8.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 41,387 | $5.84M | 0.34% | +20,334+96.6% | Added |
| First Interstate Bank | 41,612 | $5.87M | 0.62% | +41,612 | New |
| HighPoint Advisor Group LLC | 41,677 | $5.88M | 0.59% | +3,150+8.2% | Added |
| WoodTrust Financial Corp | 41,695 | $5.88M | 1.55% | +2,407+6.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 41,736 | $5.89M | 0.35% | +4,000+10.6% | Added |
| Richard Bernstein Advisors LLC | 41,806 | $5.89M | 0.12% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 41,815 | $5.90M | 2.22% | +1,295+3.2% | Added |
| Fragasso Group Inc. | 41,953 | $5.92M | 0.79% | +3,630+9.5% | Added |
| Wedge Capital Management L L P | 42,000 | $5.92M | 0.07% | −1,783−4.1% | Reduced |
| Opus Investment Management Inc | 42,000 | $5.92M | 0.89% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 42,033 | $5.93M | 1.95% | +3,235+8.3% | Added |
| Covington Investment Advisors Inc. | 42,124 | $5.94M | 1.30% | +891+2.2% | Added |
| Jacobi Capital Management LLC | 42,291 | $5.96M | 0.79% | −349−0.8% | Reduced |
| Weik Capital Management | 42,665 | $6.02M | 2.34% | +325+0.8% | Added |
| Carlson Capital L P | 42,700 | $6.02M | 0.29% | +42,700 | New |
| Graypoint LLC | 42,756 | $6.03M | 0.80% | −659−1.5% | Reduced |
| Caldwell Trust Co | 43,152 | $6.09M | 0.80% | −233−0.5% | Reduced |
| Northwest Bancshares, Inc. | 43,200 | $6.09M | 1.38% | +448+1.0% | Added |
| Level Four Advisory Services, LLC | 43,401 | $6.12M | 0.42% | −5,299−10.9% | Reduced |
| Sequoia Financial Advisors, LLC | 43,480 | $6.13M | 0.22% | +3,176+7.9% | Added |
| Andesa Financial Management Inc. | 43,555 | $6.14M | 1.85% | −587−1.3% | Reduced |
| Cigna Investments Inc | 43,579 | $6.15M | 0.44% | −6,463−12.9% | Reduced |
| Bellecapital International Ltd. | 43,600 | $6.15M | 1.87% | −3,076−6.6% | Reduced |
| Eagle Global Advisors LLC | 43,653 | $6.16M | 0.40% | +140+0.3% | Added |
| Sitrin Capital Management LLC | 43,686 | $6.16M | 2.78% | −1,597−3.5% | Reduced |
| Mercer Capital Advisers, Inc. | 43,746 | $6.17M | 3.08% | −108−0.2% | Reduced |
| Community Bank, N.A. | 43,940 | $6.20M | 0.73% | +2,586+6.3% | Added |
| Mattern Capital Management, LLC | 43,938 | $6.20M | 1.23% | +3,332+8.2% | Added |
| Brandywine Global Investment Management, LLC | 44,033 | $6.21M | 0.05% | −4,490−9.3% | Reduced |
| Inverness Counsel LLC | 44,192 | $6.23M | 0.23% | −23,923−35.1% | Reduced |
| Vectors Research Management, LLC | 44,220 | $6.24M | 1.59% | +20.0% | Added |
| Toth Financial Advisory Corp | 44,223 | $6.24M | 0.95% | +103+0.2% | Added |
| HNP Capital LLC | 44,220 | $6.24M | 1.65% | +168+0.4% | Added |
| Hayek Kallen Investment Management | 44,330 | $6.25M | 2.63% | −210.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 44,525 | $6.28M | 0.26% | +483+1.1% | Added |
| Smith Asset Management Group LP | 44,530 | $6.28M | 0.31% | −107,218−70.7% | Reduced |
| CWA Asset Management Group, LLC | 45,206 | $6.30M | 0.51% | −50,785−52.9% | Reduced |
| Associated Banc-Corp | 45,184 | $6.37M | 0.25% | −1,472−3.2% | Reduced |
| Constitution Capital LLC | 45,247 | $6.38M | 3.91% | −5,506−10.8% | Reduced |
| Meridian Management Co | 45,545 | $6.42M | 1.89% | −5,512−10.8% | Reduced |
| New England Asset Management Inc | 45,575 | $6.43M | 0.12% | +1,400+3.2% | Added |
| Brinker Capital Investments, LLC | 45,824 | $6.46M | 0.09% | +5,502+13.6% | Added |
| Simplex Trading, LLC | 45,948 | $6.48M | 0.23% | −30,384−39.8% | Reduced |
| Pittenger & Anderson Inc | 46,063 | $6.50M | 0.33% | +2,495+5.7% | Added |
| Hourglass Capital, LLC | 46,110 | $6.50M | 1.51% | −150−0.3% | Reduced |
| Granite Investment Advisors, LLC | 46,121 | $6.50M | 1.02% | −25,643−35.7% | Reduced |
| Boston Research & Management Inc | 46,148 | $6.51M | 1.97% | −110−0.2% | Reduced |
| Cardinal Capital Management | 46,184 | $6.51M | 1.38% | +324+0.7% | Added |
| Petrus Trust Company, LTA | 46,450 | $6.55M | 0.69% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 46,996 | $6.58M | 0.26% | −14,213−23.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 46,856 | $6.61M | 1.48% | +1,465+3.2% | Added |
| Stratos Wealth Partners, LTD. | 46,882 | $6.61M | 0.16% | −1,828−3.8% | Reduced |
| First Personal Financial Services | 46,961 | $6.62M | 1.69% | +906+2.0% | Added |
| Carret Asset Management, LLC | 47,028 | $6.63M | 0.78% | −124−0.3% | Reduced |
| Colonial Trust Advisors | 47,056 | $6.64M | 0.81% | +568+1.2% | Added |
| Roundview Capital LLC | 47,174 | $6.65M | 0.74% | +1,685+3.7% | Added |
| Kestra Private Wealth Services, LLC | 47,436 | $6.69M | 0.41% | −2,196−4.4% | Reduced |
| Covington Capital Management | 47,735 | $6.73M | 0.26% | +1,312+2.8% | Added |
| Marietta Wealth Management, LLC | 47,873 | $6.75M | 1.52% | +1,921+4.2% | Added |
| Barbara Oil Co. | 48,000 | $6.77M | 3.12% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 48,066 | $6.78M | 0.16% | +8,102+20.3% | Added |
| Headinvest, LLC | 48,150 | $6.79M | 1.29% | +234+0.5% | Added |
| Galvin, Gaustad & Stein, LLC | 48,375 | $6.82M | 0.65% | −647−1.3% | Reduced |