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; 4,426 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| CKW Financial Group | 664 | $93.0K | 0.01% | +212+46.9% | Added |
| PrairieView Partners, LLC | 671 | $95.0K | 0.01% | −100−13.0% | Reduced |
| Parisi Gray Wealth Management | 674 | $95.0K | 0.03% | +674 | New |
| Earnest Partners LLC | 687 | $97.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 688 | $97.0K | 0.11% | +170+32.8% | Added |
| Burleson & Company, LLC | 706 | $100.0K | 0.01% | −165−18.9% | Reduced |
| Cordasco Financial Network | 708 | $100.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 713 | $101.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 729 | $102.0K | 0.03% | +1+0.1% | Added |
| Financial Management Professionals, Inc. | 737 | $104.0K | 0.03% | +54+7.9% | Added |
| Liberty Wealth Management LLC | 757 | $107.0K | 0.04% | −2−0.3% | Reduced |
| Raffa Wealth Management, LLC | 762 | $107.5K | 0.04% | −649−46.0% | Reduced |
| Baron Financial Group, LLC | 765 | $107.9K | 0.07% | −30−3.8% | Reduced |
| Simon Quick Advisors, LLC | 767 | $108.0K | 0.03% | −7−0.9% | Reduced |
| Avion Wealth | 799 | $113.0K | 0.03% | +177+28.5% | Added |
| JJJ Advisors Inc. | 805 | $114.0K | 0.04% | −131−14.0% | Reduced |
| Hillsdale Investment Management Inc. | 810 | $114.0K | 0.01% | −110−12.0% | Reduced |
| Goodwin Investment Advisory | 612 | $115.0K | 0.13% | +272+80.0% | Added |
| Stonebridge Financial Planning Group, LLC | 834 | $117.0K | 0.06% | +1+0.1% | Added |
| Modus Advisors, LLC | 833 | $117.0K | 0.05% | +833 | New |
| Howe & Rusling Inc | 835 | $118.0K | 0.01% | +54+6.9% | Added |
| Cohen & Steers, Inc. | 852 | $120.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 864 | $121.0K | 0.07% | 00.0% | Unchanged |
| Retirement Group, LLC | 879 | $124.0K | 0.06% | −411−31.9% | Reduced |
| FFT Wealth Management LLC | 889 | $125.0K | 0.03% | +889 | New |
| AllSquare Wealth Management LLC | 890 | $126.0K | 0.07% | −300−25.2% | Reduced |
| Blume Capital Management, Inc. | 900 | $127.0K | 0.05% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 910 | $128.0K | 0.01% | −147−13.9% | Reduced |
| Tarbox Family Office, Inc. | 932 | $131.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 917 | $131.0K | 0.07% | 00.0% | Unchanged |
| Solstein Capital, LLC | 950 | $134.0K | 0.17% | +922+3,292.9% | Added |
| Stelac Advisory Services LLC | 987 | $139.0K | 0.03% | −136−12.1% | Reduced |
| Riverview Trust Co | 987 | $139.0K | 0.15% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,008 | $142.0K | 0.06% | −8−0.8% | Reduced |
| Albion Financial Group | 1,010 | $142.0K | 0.01% | +1,010 | New |
| Private Ocean, LLC | 1,024 | $144.0K | 0.02% | −140−12.0% | Reduced |
| Garde Capital, Inc. | 1,036 | $146.0K | 0.02% | −340−24.7% | Reduced |
| Core Wealth Advisors, Inc. | 1,037 | $146.0K | 0.10% | −183−15.0% | Reduced |
| Accel Wealth Management | 1,033 | $146.0K | 0.10% | +87+9.2% | Added |
| Clean Yield Group | 1,041 | $147.0K | 0.05% | +1,041 | New |
| Carolina Wealth Advisors, LLC | 1,049 | $148.0K | 0.10% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,087 | $153.0K | 0.12% | +487+81.2% | Added |
| Activest Wealth Management | 1,101 | $155.0K | 0.12% | −132−10.7% | Reduced |
| AGF Investments LLC | 1,109 | $156.0K | 0.02% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 1,103 | $156.0K | 0.10% | +7+0.6% | Added |
| Larson Financial Group LLC | 1,182 | $167.0K | 0.04% | −3−0.3% | Reduced |
| Sierra Capital LLC | 1,183 | $167.0K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,182 | $167.0K | 0.12% | +586+98.3% | Added |
| Fortis Advisors, LLC | 1,234 | $174.0K | 0.10% | +1,234 | New |
| West Paces Advisors Inc. | 1,254 | $176.8K | 0.07% | −14−1.1% | Reduced |
| Barnett & Company, Inc. | 1,278 | $180.0K | 0.12% | −50−3.8% | Reduced |
| Bogart Wealth, LLC | 1,302 | $184.0K | 0.02% | +39+3.1% | Added |
| Ade, LLC | 1,304 | $184.0K | 0.17% | +100+8.3% | Added |
| Acima Private Wealth, LLC | 1,372 | $193.0K | 0.09% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,393 | $196.0K | 0.05% | +32+2.4% | Added |
| Stordahl Capital Management, Inc. | 1,421 | $200.0K | 0.08% | +1,421 | New |
| Ategra Capital Management, LLC | 1,425 | $201.0K | 0.10% | +1,425 | New |
| Kistler-Tiffany Companies, LLC | 1,422 | $201.0K | 0.05% | +435+44.1% | Added |
| Poehling Capital Management, LLC | 1,426 | $201.0K | 0.06% | +1,426 | New |
| Future Financial Wealth Managment LLC | 1,425 | $201.0K | 0.21% | +1,425 | New |
| TriaGen Wealth Management LLC | 1,407 | $201.0K | 0.10% | +1,407 | New |
| XR Securities LLC | 1,431 | $202.0K | 0.17% | −2,596−64.5% | Reduced |
| Connors Investor Services Inc | 1,431 | $202.0K | 0.02% | +1,431 | New |
| Ambassador Advisors, LLC | 1,428 | $202.0K | 0.04% | +1,428 | New |
| MA Private Wealth | 1,429 | $202.0K | 0.04% | +1,429 | New |
| Epiq Partners, LLC | 1,434 | $202.0K | 0.10% | +1,434 | New |
| L & S Advisors Inc | 1,440 | $203.0K | 0.02% | +1,440 | New |
| Lyell Wealth Management, LP | 1,441 | $203.0K | 0.03% | +1,441 | New |
| 1776 Wealth LLC | 1,445 | $204.0K | 0.12% | +1,445 | New |
| Oppenheimer & Close, LLC | 1,455 | $205.0K | 0.19% | −475−24.6% | Reduced |
| Beach Investment Counsel Inc | 1,453 | $205.0K | 0.02% | +1,453 | New |
| Bernardo Wealth Planning LLC | 1,459 | $205.0K | 0.12% | +1,459 | New |
| Trust Co of Kansas | 1,454 | $205.0K | 0.12% | +1,454 | New |
| Koss-Olinger Consulting, LLC | 1,458 | $206.0K | 0.03% | −382−20.8% | Reduced |
| Mitchell Sinkler & Starr | 1,460 | $206.0K | 0.19% | +1,460 | New |
| Cheviot Value Management, LLC | 1,457 | $206.0K | 0.05% | +1,457 | New |
| Boothbay Fund Management, LLC | 1,464 | $206.0K | 0.01% | +1,464 | New |
| Buckingham Capital Management, Inc. | 1,465 | $207.0K | 0.03% | +1,465 | New |
| Pacific Capital Wealth Advisors, Inc | 1,467 | $207.0K | 0.10% | +1,467 | New |
| Emfo, LLC | 1,466 | $207.0K | 0.18% | +1,466 | New |
| Atlas Private Wealth Advisors | 1,477 | $208.0K | 0.11% | −7−0.5% | Reduced |
| Wilkinson Global Asset Management LLC | 1,476 | $208.0K | 0.01% | +1,476 | New |
| Bradley & Co. Private Wealth Management, LLC | 1,485 | $209.0K | 0.18% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,482 | $209.0K | 0.28% | +34+2.3% | Added |
| Optas, LLC | 1,481 | $209.0K | 0.06% | +1,481 | New |
| Aprio Wealth Management, LLC | 1,492 | $210.0K | 0.10% | +1,492 | New |
| Kercheville Advisors, LLC | 1,491 | $210.0K | 0.10% | +1,491 | New |
| Oakwell Private Wealth Management, LLC | 1,505 | $212.0K | 0.14% | −324−17.7% | Reduced |
| Roosevelt Investment Group LLC | 1,504 | $212.0K | 0.01% | 00.0% | Unchanged |
| Leisure Capital Management | 1,507 | $213.0K | 0.12% | −302−16.7% | Reduced |
| Autus Asset Management, LLC | 1,510 | $213.0K | 0.02% | −20−1.3% | Reduced |
| Geller Advisors LLC | 1,507 | $213.0K | 0.05% | −4−0.3% | Reduced |
| Tuttle Tactical Management | 1,509 | $213.0K | 0.09% | +1,509 | New |
| Source Financial Advisors LLC | 1,512 | $214.0K | 0.06% | +2+0.1% | Added |
| Affiance Financial, LLC | 1,527 | $215.0K | 0.09% | +8+0.5% | Added |
| Winton Group Ltd | 1,534 | $216.0K | 0.01% | +1,534 | New |
| Wagner Wealth Management, LLC | 1,536 | $217.0K | 0.16% | +25+1.7% | Added |
| TSFG, LLC | 1,537 | $217.0K | 0.09% | +235+18.0% | Added |
| NFP Retirement, Inc. | 1,547 | $218.0K | 0.08% | +19+1.2% | Added |
| Mondrian Investment Partners LTD | 1,555 | $219.0K | 0.00% | 00.0% | Unchanged |