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 |
|---|---|---|---|---|---|
| Minot Wealth Management LLC | 2,297 | $323.0K | 0.07% | −2,836−55.3% | Reduced |
| Pure Financial Advisors, Inc. | 2,293 | $323.0K | 0.03% | −54−2.3% | Reduced |
| Cannon Financial Strategists, Inc. | 2,303 | $324.8K | 0.13% | +105+4.8% | Added |
| Ballast Advisors LLC | 2,318 | $327.0K | 0.14% | +10.0% | Added |
| One + One Wealth Management, LLC | 2,322 | $327.0K | 0.23% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 2,318 | $327.0K | 0.05% | +125+5.7% | Added |
| Summit Financial, LLC | 2,330 | $328.6K | 0.03% | +2,330 | New |
| McLean Asset Management Corp | 2,325 | $329.0K | 0.15% | +28+1.2% | Added |
| Cobblestone Capital Advisors LLC | 2,337 | $330.0K | 0.02% | −7−0.3% | Reduced |
| Camden Capital, LLC | 2,345 | $331.0K | 0.08% | +470+25.1% | Added |
| Smart Money Group LLC | 2,784 | $333.0K | 0.38% | −48−1.7% | Reduced |
| Financial Advisors Network, Inc. | 2,362 | $333.0K | 0.10% | −79−3.2% | Reduced |
| Ssi Investment Management LLC | 2,369 | $333.0K | 0.02% | −15−0.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,359 | $333.0K | 0.03% | +45+1.9% | Added |
| Wealth Dimensions Group, Ltd. | 2,371 | $334.0K | 0.23% | +18+0.8% | Added |
| TrinityPoint Wealth, LLC | 2,369 | $334.0K | 0.07% | +2,369 | New |
| BCJ Capital Management, LLC | 2,377 | $335.0K | 0.04% | −2,931−55.2% | Reduced |
| LifeSteps Financial, Inc. | 2,386 | $336.0K | 0.26% | −171−6.7% | Reduced |
| Bell Bank | 2,385 | $336.0K | 0.04% | +46+2.0% | Added |
| Concentric Wealth Management, LLC | 2,400 | $338.0K | 0.10% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,404 | $339.0K | 0.24% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,411 | $340.0K | 0.03% | +163+7.3% | Added |
| Pinnacle Family Advisors, LLC | 2,416 | $341.0K | 0.15% | −1,063−30.6% | Reduced |
| Capital Square, LLC | 2,422 | $341.0K | 0.25% | −430−15.1% | Reduced |
| Fairhaven Wealth Management, LLC | 2,421 | $341.0K | 0.14% | +10.0% | Added |
| Avestar Capital, LLC | 2,432 | $343.0K | 0.07% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,431 | $343.0K | 0.05% | +55+2.3% | Added |
| Winch Advisory Services, LLC | 2,440 | $344.0K | 0.12% | +557+29.6% | Added |
| Palumbo Wealth Management LLC | 2,447 | $345.0K | 0.23% | −23−0.9% | Reduced |
| New World Advisors LLC | 2,447 | $345.0K | 0.23% | +2,447 | New |
| DCM Advisors, LLC | 2,453 | $346.0K | 0.20% | +14+0.6% | Added |
| Weaver Consulting Group | 2,463 | $347.0K | 0.20% | +184+8.1% | Added |
| Well Done, LLC | 2,470 | $348.0K | 0.08% | −212−7.9% | Reduced |
| Planned Solutions, Inc. | 2,470 | $348.0K | 0.25% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,466 | $348.0K | 0.06% | +281+12.9% | Added |
| Verus Financial Partners, Inc. | 2,461 | $349.0K | 0.05% | −31−1.2% | Reduced |
| Vivaldi Capital Management, LLC | 2,339 | $350.0K | 0.07% | −915−28.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,481 | $350.0K | 0.02% | +154+6.6% | Added |
| Safeguard Investment Advisory Group, LLC | 2,493 | $351.0K | 0.25% | −270−9.8% | Reduced |
| Brown Miller Wealth Management, LLC | 2,495 | $351.0K | 0.22% | +18+0.7% | Added |
| Founders Capital Management, LLC | 2,497 | $352.0K | 0.08% | +42+1.7% | Added |
| Fort Point Capital Partners LLC | 2,499 | $352.0K | 0.07% | +71+2.9% | Added |
| Ci Investments Inc. | 2,500 | $353.0K | 0.00% | −17,846−87.7% | Reduced |
| Community Bank of Raymore | 2,500 | $353.0K | 0.11% | −290−10.4% | Reduced |
| Stonebridge Capital Management Inc | 2,500 | $353.0K | 0.13% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,507 | $353.0K | 0.06% | +110+4.6% | Added |
| Alpha Omega Wealth Management LLC | 2,511 | $354.0K | 0.06% | +800+46.8% | Added |
| Indie Asset Partners, LLC | 2,520 | $355.0K | 0.29% | −200−7.4% | Reduced |
| Ativo Capital Management LLC | 2,522 | $356.0K | 0.15% | −145−5.4% | Reduced |
| Arcadia Investment Management Corp | 2,526 | $356.0K | 0.07% | +1,020+67.7% | Added |
| Aua Capital Management, LLC | 2,531 | $357.0K | 0.22% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2,529 | $357.0K | 0.20% | +43+1.7% | Added |
| Lafayette Investments, Inc. | 2,534 | $357.0K | 0.10% | +2,534 | New |
| Avondale Wealth Management | 2,530 | $357.0K | 0.33% | +2,530 | New |
| Formidable Asset Management, LLC | 2,544 | $358.0K | 0.08% | −388−13.2% | Reduced |
| Corundum Group, Inc. | 2,539 | $358.0K | 0.23% | −31−1.2% | Reduced |
| Legacy Wealth Management, LLC | 2,550 | $359.6K | 0.20% | 00.0% | Unchanged |
| Iowa State Bank | 2,555 | $360.0K | 0.10% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 2,576 | $363.0K | 0.06% | −60−2.3% | Reduced |
| Tandem Investment Advisors, Inc. | 2,580 | $364.0K | 0.03% | −503−16.3% | Reduced |
| Northside Capital Management, LLC | 2,586 | $365.0K | 0.09% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 2,598 | $366.0K | 0.14% | +451+21.0% | Added |
| Sicart Associates LLC | 2,600 | $367.0K | 0.09% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,607 | $368.0K | 0.03% | −210−7.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,622 | $369.0K | 0.04% | −1,292−33.0% | Reduced |
| DRW Securities, LLC | 2,625 | $370.0K | 0.05% | −66−2.5% | Reduced |
| United Bank | 2,629 | $371.0K | 0.25% | 00.0% | Unchanged |
| Rock Creek Group, LP | 2,632 | $371.0K | 0.05% | +740+39.1% | Added |
| Front Barnett Associates LLC | 2,657 | $375.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,664 | $376.0K | 0.09% | −4,422−62.4% | Reduced |
| Truvestments Capital LLC | 2,664 | $376.0K | 0.21% | −1,240−31.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,681 | $378.0K | 0.09% | −1,159−30.2% | Reduced |
| Tufton Capital Management | 2,681 | $378.0K | 0.06% | −75−2.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,682 | $378.0K | 0.09% | +10.0% | Added |
| Lindbrook Capital, LLC | 2,687 | $379.0K | 0.08% | −35−1.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,697 | $380.0K | 0.17% | −100−3.6% | Reduced |
| Clarus Group, Inc. | 2,716 | $381.0K | 0.28% | −292−9.7% | Reduced |
| Gemmer Asset Management LLC | 2,703 | $381.0K | 0.05% | +24+0.9% | Added |
| Smith, Salley & Associates | 2,713 | $382.0K | 0.03% | +129+5.0% | Added |
| Eagle Bay Advisors LLC | 2,685 | $383.0K | 0.31% | +2,685 | New |
| BSW Wealth Partners | 2,724 | $384.0K | 0.11% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 2,725 | $384.0K | 0.06% | +1,148+72.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 2,730 | $385.0K | 0.07% | −268−8.9% | Reduced |
| CCG Wealth Management, LLC | 2,742 | $387.0K | 0.30% | −96−3.4% | Reduced |
| Garrison Point Advisors, LLC | 2,743 | $387.0K | 0.28% | +3+0.1% | Added |
| Chilton Investment Co LLC | 2,753 | $388.0K | 0.01% | −641−18.9% | Reduced |
| Crescent Grove Advisors, LLC | 2,761 | $389.0K | 0.04% | −440−13.7% | Reduced |
| StrategIQ Financial Group, LLC | 2,761 | $389.0K | 0.08% | −110−3.8% | Reduced |
| Precision Wealth Strategies, LLC | 2,755 | $389.0K | 0.33% | +822+42.5% | Added |
| Corsicana & Co. | 2,757 | $389.0K | 0.25% | +2,757 | New |
| MPS Loria Financial Planners, LLC | 2,770 | $391.0K | 0.18% | +3+0.1% | Added |
| Taylor Hoffman Wealth Management | 2,790 | $393.0K | 0.17% | −337−10.8% | Reduced |
| Childress Capital Advisors, LLC | 2,797 | $394.0K | 0.18% | +54+2.0% | Added |
| Oxford Financial Group Ltd | 2,807 | $396.0K | 0.05% | −25−0.9% | Reduced |
| Charter Research & Investment Group, Inc. | 2,806 | $396.0K | 0.33% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,805 | $396.0K | 0.16% | +20+0.7% | Added |
| Fiera Capital Corp | 2,818 | $397.0K | 0.00% | +35+1.3% | Added |
| Private Asset Management Inc | 2,816 | $397.0K | 0.05% | −460−14.0% | Reduced |
| Trust Co | 2,816 | $397.0K | 0.28% | −107−3.7% | Reduced |
| Signature Wealth Management Group | 2,814 | $397.0K | 0.22% | 00.0% | Unchanged |