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 7 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 |
|---|---|---|---|---|---|
| Broderick Brian C | 1,550 | $219.0K | 0.06% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,560 | $220.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 1,562 | $220.0K | 0.08% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,557 | $220.0K | 0.06% | +12+0.8% | Added |
| Relyea Zuckerberg Hanson LLC | 1,563 | $220.0K | 0.09% | +1,563 | New |
| Jag Capital Management, LLC | 1,566 | $221.0K | 0.02% | +12+0.8% | Added |
| Kalos Management, Inc. | 1,549 | $222.0K | 0.09% | −2,443−61.2% | Reduced |
| Prentice Wealth Management LLC | 1,575 | $222.0K | 0.11% | +886+128.6% | Added |
| Financial Perspectives, Inc | 1,577 | $222.4K | 0.11% | −212,628−99.3% | Reduced |
| Sadoff Investment Management LLC | 1,580 | $223.0K | 0.01% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,585 | $224.0K | 0.10% | +8+0.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,590 | $224.0K | 0.14% | +25+1.6% | Added |
| Planning Directions Inc | 1,591 | $224.0K | 0.16% | +1,591 | New |
| Aevitas Wealth Management, Inc. | 1,593 | $225.0K | 0.14% | −19−1.2% | Reduced |
| Premier Asset Management LLC | 1,600 | $226.0K | 0.03% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,600 | $226.0K | 0.00% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 1,612 | $227.0K | 0.17% | −710−30.6% | Reduced |
| Aristotle Capital Management, LLC | 1,610 | $227.0K | 0.00% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,609 | $227.0K | 0.08% | 00.0% | Unchanged |
| M. Kraus & Co | 1,615 | $228.0K | 0.08% | −6−0.4% | Reduced |
| Sterling Manor Financial, LLC | 1,615 | $228.0K | 0.18% | +1,615 | New |
| Hatton Consulting, Inc. | 1,629 | $230.0K | 0.18% | 00.0% | Unchanged |
| Norway Savings Bank | 1,629 | $230.0K | 0.11% | +119+7.9% | Added |
| Davidson Trust Co | 1,631 | $230.0K | 0.18% | +1,631 | New |
| Partners in Financial Planning | 1,636 | $230.7K | 0.07% | +1,636 | New |
| ForthRight Wealth Management, LLC | 1,635 | $231.0K | 0.15% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,649 | $232.0K | 0.16% | +2+0.1% | Added |
| Madison Asset Management, LLC | 1,645 | $232.0K | 0.00% | 00.0% | Unchanged |
| Insight Folios Inc | 1,647 | $232.0K | 0.14% | +1,647 | New |
| Graves-Light Private Wealth Management, Inc. | 1,655 | $233.0K | 0.04% | −17−1.0% | Reduced |
| Pegasus Partners Ltd. | 1,651 | $233.0K | 0.05% | +1+0.1% | Added |
| Mezzasalma Advisors, LLC | 1,650 | $233.0K | 0.13% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,650 | $233.0K | 0.07% | +1,650 | New |
| JTC Employer Solutions Trusteee Ltd | 1,650 | $233.0K | 0.03% | +1,650 | New |
| Diversified, LLC | 1,662 | $234.0K | 0.13% | +11+0.7% | Added |
| Burns J W & Co Inc | 1,662 | $234.0K | 0.04% | +1,662 | New |
| Cassia Capital Partners, LLC | 1,658 | $234.0K | 0.18% | +1,658 | New |
| Capital Advisors, Ltd. LLC | 1,668 | $235.0K | 0.04% | +1,075+181.3% | Added |
| Centiva Capital, LP | 1,676 | $236.0K | 0.02% | −9,024−84.3% | Reduced |
| Affinity Capital Advisors, LLC | 1,673 | $236.0K | 0.08% | −3−0.2% | Reduced |
| New England Professional Planning Group Inc. | 1,583 | $237.0K | 0.14% | −255−13.9% | Reduced |
| Sovereign Financial Group, Inc. | 1,755 | $238.0K | 0.14% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,686 | $238.0K | 0.06% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,691 | $238.0K | 0.05% | +166+10.9% | Added |
| Applied Capital LLC | 1,697 | $239.0K | 0.23% | −40−2.3% | Reduced |
| Financial Strategies Group, Inc. | 1,694 | $239.0K | 0.11% | −8−0.5% | Reduced |
| Vista Wealth Management Group, LLC | 1,696 | $239.0K | 0.06% | +21+1.3% | Added |
| Yorktown Management & Research Co Inc | 1,700 | $240.0K | 0.19% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,700 | $240.0K | 0.07% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,704 | $240.0K | 0.05% | +1,704 | New |
| Oberweis Asset Management Inc | 1,710 | $241.0K | 0.05% | −48−2.7% | Reduced |
| Noesis Capital Mangement Corp | 1,705 | $241.0K | 0.05% | −53−3.0% | Reduced |
| D. Scott Neal, Inc. | 1,709 | $241.0K | 0.11% | +65+4.0% | Added |
| InTrack Investment Management Inc | 1,725 | $241.0K | 0.19% | +155+9.9% | Added |
| Cahaba Wealth Management, Inc. | 1,697 | $241.0K | 0.04% | +1,697 | New |
| Summit Wealth & Retirement Planning, Inc. | 1,716 | $242.0K | 0.09% | −10−0.6% | Reduced |
| Tamar Securities, LLC | 1,731 | $244.0K | 0.09% | −131−7.0% | Reduced |
| Investment Management of Virginia LLC | 1,725 | $244.0K | 0.05% | −25−1.4% | Reduced |
| Rede Wealth, LLC | 1,732 | $244.0K | 0.13% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 1,737 | $245.0K | 0.02% | −3−0.2% | Reduced |
| Capital Wealth Alliance, LLC | 1,737 | $245.0K | 0.16% | +9+0.5% | Added |
| Firethorn Wealth Partners, LLC | 1,750 | $247.0K | 0.21% | −98−5.3% | Reduced |
| Harbour Investment Management LLC | 1,759 | $248.0K | 0.12% | 00.0% | Unchanged |
| Phocas Financial Corp. | 1,760 | $248.0K | 0.03% | 00.0% | Unchanged |
| WP Advisors, LLC | 1,765 | $249.0K | 0.10% | +226+14.7% | Added |
| Benedetti & Gucer, Inc. | 1,786 | $251.0K | 0.23% | −400−18.3% | Reduced |
| Matrix Asset Advisors Inc | 1,783 | $251.0K | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,780 | $251.0K | 0.05% | +230+14.8% | Added |
| Iron Financial, LLC | 1,779 | $251.0K | 0.12% | +248+16.2% | Added |
| Sym Financial Corp | 1,788 | $252.0K | 0.14% | +57+3.3% | Added |
| SRS Capital Advisors, Inc. | 1,787 | $252.0K | 0.03% | +1,787 | New |
| Financial Sense Advisors, Inc. | 1,791 | $253.0K | 0.08% | +13+0.7% | Added |
| Wrapmanager Inc | 1,794 | $253.0K | 0.07% | +88+5.2% | Added |
| Maple Capital Management, Inc. | 1,698 | $254.0K | 0.03% | −96−5.4% | Reduced |
| Barrett Asset Management, LLC | 1,800 | $254.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 1,800 | $254.0K | 0.05% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,800 | $254.0K | 0.16% | +1,800 | New |
| Sutton Wealth Advisors Inc. | 1,807 | $254.8K | 0.09% | +20+1.1% | Added |
| Parcion Private Wealth LLC | 1,816 | $256.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,829 | $258.0K | 0.08% | +6+0.3% | Added |
| Personal Wealth Partners | 1,827 | $258.0K | 0.10% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 1,832 | $259.0K | 0.22% | +7+0.4% | Added |
| Shepherd Financial Partners LLC | 1,834 | $259.0K | 0.05% | +11+0.6% | Added |
| Glassman Wealth Services | 1,837 | $259.0K | 0.05% | +124+7.2% | Added |
| Zhang Financial LLC | 1,846 | $260.0K | 0.06% | −83−4.3% | Reduced |
| Versant Capital Management, Inc | 1,845 | $260.0K | 0.10% | −49−2.6% | Reduced |
| Engrave Wealth Partners LLC | 1,841 | $260.0K | 0.08% | +83+4.7% | Added |
| Hemington Wealth Management | 1,860 | $262.0K | 0.11% | +48+2.6% | Added |
| Tranquility Partners, LLC | 1,862 | $263.0K | 0.15% | −66−3.4% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,867 | $263.0K | 0.04% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,871 | $264.0K | 0.10% | +13+0.7% | Added |
| Islay Capital Management, LLC | 1,872 | $264.0K | 0.21% | +755+67.6% | Added |
| Financial Management Network Inc | 1,891 | $265.0K | 0.13% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,880 | $265.0K | 0.04% | +1,880 | New |
| RMR Wealth Builders | 1,885 | $266.0K | 0.09% | −490−20.6% | Reduced |
| Southland Equity Partners LLC | 1,891 | $266.6K | 0.13% | +58+3.2% | Added |
| Bluesphere Advisors, LLC | 1,893 | $267.0K | 0.24% | +1+0.1% | Added |
| Willow Creek Wealth Management Inc. | 1,891 | $267.0K | 0.06% | +21+1.1% | Added |
| Magnus Financial Group LLC | 1,892 | $267.0K | 0.06% | +67+3.7% | Added |
| Hardy Reed LLC | 1,903 | $268.0K | 0.05% | 00.0% | Unchanged |