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 |
|---|---|---|---|---|---|
| Element Pointe Advisors, LLC | 1,898 | $268.0K | 0.08% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,907 | $269.0K | 0.09% | −298−13.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,910 | $269.0K | 0.01% | +6+0.3% | Added |
| Red Cedar Capital, LLC | 1,908 | $269.0K | 0.17% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,912 | $270.0K | 0.26% | +2+0.1% | Added |
| NinePointTwo Capital | 1,921 | $270.0K | 0.10% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,915 | $270.0K | 0.05% | +11+0.6% | Added |
| Buckley Wealth Management, LLC | 1,915 | $270.0K | 0.09% | +9+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,924 | $271.0K | 0.17% | −1,139−37.2% | Reduced |
| Howard Financial Services, Ltd. | 1,920 | $271.0K | 0.11% | −14−0.7% | Reduced |
| Element Wealth, LLC | 1,919 | $271.0K | 0.21% | +63+3.4% | Added |
| LVZ Advisors, Inc. | 1,922 | $271.0K | 0.04% | +133+7.4% | Added |
| Goepper Burkhardt LLC | 1,927 | $272.0K | 0.17% | −8−0.4% | Reduced |
| McAdam, LLC | 1,923 | $273.0K | 0.03% | +1,923 | New |
| Sawyer & Company, Inc | 1,946 | $274.0K | 0.13% | −32−1.6% | Reduced |
| Canton Hathaway, LLC | 1,942 | $274.0K | 0.08% | +16+0.8% | Added |
| HM Capital Management, LLC | 1,953 | $275.0K | 0.12% | +4+0.2% | Added |
| Fusion Capital, LLC | 1,952 | $275.0K | 0.17% | +230+13.4% | Added |
| SP Asset Management | 1,938 | $276.0K | 0.03% | +8+0.4% | Added |
| Newport Wealth Strategies, Inc. | 1,966 | $277.0K | 0.16% | +2+0.1% | Added |
| Klingman & Associates, LLC | 1,978 | $279.0K | 0.03% | −812−29.1% | Reduced |
| Clark Capital Management Group, Inc. | 1,983 | $280.0K | 0.00% | −144,303−98.6% | Reduced |
| Fernwood Investment Management, LLC | 1,982 | $280.0K | 0.09% | +332+20.1% | Added |
| United Asset Strategies, Inc. | 1,994 | $281.0K | 0.04% | −146−6.8% | Reduced |
| Marathon Trading Investment Management LLC | 2,000 | $282.0K | 0.15% | −10,500−84.0% | Reduced |
| Denali Advisors LLC | 2,000 | $282.0K | 0.11% | −7,800−79.6% | Reduced |
| Fox Run Management, L.L.C. | 1,997 | $282.0K | 0.26% | −2,638−56.9% | Reduced |
| Centerpoint Advisors, LLC | 2,000 | $282.0K | 0.13% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,002 | $282.0K | 0.15% | +10.0% | Added |
| S&CO Inc | 2,000 | $282.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,000 | $282.0K | 0.12% | +2,000 | New |
| Integrated Investment Consultants, LLC | 2,006 | $283.0K | 0.08% | +220+12.3% | Added |
| Novak Financial Planning, LLC | 2,012 | $284.0K | 0.14% | +4+0.2% | Added |
| Marietta Investment Partners LLC | 2,022 | $285.0K | 0.06% | −1,055−34.3% | Reduced |
| Horizon Investment Services, LLC | 2,029 | $286.0K | 0.14% | −22−1.1% | Reduced |
| Sittner & Nelson, LLC | 2,027 | $286.0K | 0.20% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,037 | $287.0K | 0.04% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 2,037 | $287.0K | 0.03% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 2,032 | $287.0K | 0.06% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,034 | $287.0K | 0.05% | +10.0% | Added |
| MBA Advisors LLC | 2,032 | $287.0K | 0.21% | +352+21.0% | Added |
| Montis Financial, LLC | 2,046 | $289.0K | 0.24% | −168−7.6% | Reduced |
| Columbus Macro, LLC | 2,050 | $289.0K | 0.09% | −10−0.5% | Reduced |
| Schwartz Investment Counsel Inc | 2,050 | $289.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,052 | $290.0K | 0.01% | −7,000−77.3% | Reduced |
| First Quadrant L P | 2,057 | $290.0K | 0.03% | −942−31.4% | Reduced |
| Hummer Financial Advisory Services Inc | 2,055 | $290.0K | 0.27% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,059 | $290.0K | 0.09% | +51+2.5% | Added |
| American Institute for Advanced Investment Management, LLP | 2,060 | $291.0K | 0.21% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,073 | $292.0K | 0.10% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,072 | $292.0K | 0.07% | +10+0.5% | Added |
| Navellier & Associates Inc | 2,072 | $292.0K | 0.04% | +100+5.1% | Added |
| Carolinas Wealth Consulting LLC | 2,083 | $294.0K | 0.06% | −993−32.3% | Reduced |
| Ellevest, Inc. | 2,090 | $295.0K | 0.03% | −209−9.1% | Reduced |
| Financial Network Wealth Management LLC | 2,089 | $295.0K | 0.17% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,102 | $296.0K | 0.07% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,101 | $296.0K | 0.02% | +46+2.2% | Added |
| Global Strategic Investment Solutions, LLC | 2,108 | $297.0K | 0.05% | +2,108 | New |
| Old Dominion Capital Management Inc | 2,110 | $298.0K | 0.06% | −537−20.3% | Reduced |
| Wedgewood Investors Inc | 2,110 | $298.0K | 0.38% | −350−14.2% | Reduced |
| Flaharty Asset Management, LLC | 2,126 | $300.0K | 0.06% | +3+0.1% | Added |
| Grandfield & Dodd, LLC | 2,105 | $300.0K | 0.02% | +240+12.9% | Added |
| Charter Oak Capital Management, LLC | 2,139 | $302.0K | 0.04% | +5+0.2% | Added |
| Heritage Wealth Management, LLC | 2,143 | $302.0K | 0.11% | +2,143 | New |
| Relative Value Partners Group, LLC | 2,150 | $303.0K | 0.02% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 2,150 | $303.2K | 0.07% | −875−28.9% | Reduced |
| Vivid Financial Management, Inc. | 2,156 | $304.0K | 0.12% | −122−5.4% | Reduced |
| Quantitative Value Technologies, LLC | 2,163 | $305.0K | 0.50% | −1,731−44.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,168 | $305.0K | 0.11% | −315−12.7% | Reduced |
| North Star Asset Management Inc | 2,161 | $305.0K | 0.02% | +2,161 | New |
| Greenwood Capital Associates LLC | 2,172 | $306.0K | 0.05% | −1,029−32.1% | Reduced |
| First Business Financial Services, Inc. | 2,167 | $306.0K | 0.04% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,177 | $307.0K | 0.15% | −22−1.0% | Reduced |
| JSF Financial, LLC | 2,175 | $307.0K | 0.18% | +197+10.0% | Added |
| Silicon Valley Capital Partners | 2,184 | $308.0K | 0.06% | −100−4.4% | Reduced |
| Clark Financial Advisors | 2,192 | $309.0K | 0.30% | −109−4.7% | Reduced |
| Shay Capital LLC | 2,200 | $310.0K | 0.07% | +2,200 | New |
| David J Yvars Group | 2,207 | $311.0K | 0.17% | +79+3.7% | Added |
| RDA Financial Network | 2,205 | $311.0K | 0.14% | +82+3.9% | Added |
| Osborne Partners Capital Management, LLC | 2,216 | $312.0K | 0.03% | −285−11.4% | Reduced |
| Oxler Private Wealth LLC | 2,215 | $312.0K | 0.14% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,214 | $312.0K | 0.08% | +52+2.4% | Added |
| Probity Advisors, Inc. | 2,213 | $312.0K | 0.07% | +109+5.2% | Added |
| Nikulski Financial, Inc. | 2,213 | $312.0K | 0.15% | +131+6.3% | Added |
| Robertson Stephens Wealth Management, LLC | 2,226 | $313.0K | 0.04% | −72−3.1% | Reduced |
| Advisors Management Group Inc | 2,220 | $313.0K | 0.09% | +10.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,229 | $314.0K | 0.11% | +315+16.5% | Added |
| Aull & Monroe Investment Management Corp | 2,231 | $315.0K | 0.15% | −100−4.3% | Reduced |
| Weather Gauge Advisory, LLC | 2,235 | $315.0K | 0.37% | +2+0.1% | Added |
| Coastline Trust Co | 2,242 | $316.0K | 0.04% | +20+0.9% | Added |
| Exchange Capital Management, Inc. | 2,251 | $317.0K | 0.06% | −29−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,247 | $317.0K | 0.01% | −7−0.3% | Reduced |
| Van Strum & Towne Inc. | 2,247 | $317.0K | 0.15% | +247+12.4% | Added |
| Abacus Wealth Partners, LLC | 2,255 | $317.9K | 0.12% | +104+4.8% | Added |
| Northwest Wealth Management, LLC | 2,255 | $318.0K | 0.17% | +3+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,261 | $319.0K | 0.10% | −279−11.0% | Reduced |
| Cypress Asset Management Inc | 2,260 | $319.0K | 0.08% | −150−6.2% | Reduced |
| Arbor Wealth Management, LLC | 2,263 | $319.0K | 0.08% | −30−1.3% | Reduced |
| Fma Advisory Inc | 2,260 | $319.0K | 0.12% | +231+11.4% | Added |
| Ullmann Financial Group, Inc. | 2,284 | $322.0K | 0.13% | +26+1.2% | Added |