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 |
|---|---|---|---|---|---|
| Chelsea Counsel Co | 2,826 | $399.0K | 0.18% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,840 | $400.0K | 0.06% | −519−15.5% | Reduced |
| Capital One Financial Corp | 2,851 | $402.0K | 0.05% | −83−2.8% | Reduced |
| Van Cleef Asset Management,Inc | 2,850 | $402.0K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,861 | $403.0K | 0.12% | +525+22.5% | Added |
| Capital Counsel LLC | 2,870 | $405.0K | 0.02% | 00.0% | Unchanged |
| JBJ Investment Partners, LLC | 2,884 | $407.0K | 0.08% | −1,295−31.0% | Reduced |
| Bridgewater Advisors Inc. | 2,896 | $408.0K | 0.13% | +716+32.8% | Added |
| Ridgecrest Wealth Partners, LLC | 2,897 | $409.0K | 0.26% | +47+1.6% | Added |
| Pettinga Financial Advisors, LLC | 2,907 | $410.0K | 0.11% | −103−3.4% | Reduced |
| Newman & Schimel, LLC | 2,911 | $411.0K | 0.26% | +11+0.4% | Added |
| BEAM Asset Management, LLC | 2,915 | $411.0K | 0.35% | +146+5.3% | Added |
| WealthTrust Axiom LLC | 2,923 | $412.0K | 0.13% | −394−11.9% | Reduced |
| Gries Financial LLC | 2,886 | $412.0K | 0.13% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,925 | $412.0K | 0.20% | +11+0.4% | Added |
| SOA Wealth Advisors, LLC. | 2,926 | $412.0K | 0.11% | +46+1.6% | Added |
| Lantz Financial LLC | 2,935 | $414.0K | 0.21% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,940 | $414.0K | 0.28% | +1,116+61.2% | Added |
| McRae Capital Management Inc | 2,950 | $416.0K | 0.10% | +1,000+51.3% | Added |
| Congress Asset Management Co | 2,956 | $417.0K | 0.00% | −898−23.3% | Reduced |
| Patron Partners Advisors, LLC | 2,961 | $417.0K | 0.31% | +247+9.1% | Added |
| Allegiant Private Advisors, LLC | 2,961 | $418.0K | 0.07% | −449−13.2% | Reduced |
| Rosenberg Matthew Hamilton | 2,974 | $419.0K | 0.22% | −45−1.5% | Reduced |
| Pinnacle Bancorp, Inc. | 2,968 | $419.0K | 0.19% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 2,981 | $420.0K | 0.09% | 00.0% | Unchanged |
| James Hambro & Partners | 3,000 | $423.0K | 0.03% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 3,000 | $423.1K | 0.11% | +3,000 | New |
| Montgomery Investment Management Inc | 3,004 | $424.0K | 0.16% | −800−21.0% | Reduced |
| Paragon Capital Management LLC | 3,006 | $424.0K | 0.21% | −215−6.7% | Reduced |
| First National Bank Sioux Falls | 3,006 | $424.0K | 0.65% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,018 | $426.0K | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,018 | $426.0K | 0.10% | +212+7.6% | Added |
| Clear Perspective Advisors, LLC | 3,020 | $426.0K | 0.15% | +3,020 | New |
| One Charles Private Wealth Services, LLC | 3,017 | $426.0K | 0.29% | +3,017 | New |
| Violich Capital Management, Inc. | 3,029 | $427.0K | 0.07% | −1,200−28.4% | Reduced |
| Univest Financial Corp | 3,039 | $428.0K | 0.12% | +100+3.4% | Added |
| Burt Wealth Advisors | 3,048 | $430.0K | 0.16% | −223−6.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,052 | $430.0K | 0.11% | +45+1.5% | Added |
| Rice Hall James & Associates, LLC | 3,066 | $432.0K | 0.02% | 00.0% | Unchanged |
| Shayne & Co., LLC | 3,074 | $433.0K | 0.24% | −25−0.8% | Reduced |
| New Jersey Better Educational Savings Trust | 3,071 | $433.0K | 0.87% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 3,067 | $433.0K | 0.28% | +23+0.8% | Added |
| JNBA Financial Advisors | 3,073 | $433.0K | 0.06% | +45+1.5% | Added |
| Financial Engines Advisors L.L.C. | 3,093 | $436.0K | 0.00% | −668−17.8% | Reduced |
| Aveo Capital Partners, LLC | 3,119 | $440.0K | 0.10% | −16−0.5% | Reduced |
| Middleton & Co Inc | 3,127 | $441.0K | 0.05% | +42+1.4% | Added |
| Kowal Investment Group, LLC | 3,124 | $441.0K | 0.16% | +153+5.1% | Added |
| First City Capital Management, Inc. | 2,969 | $443.0K | 0.24% | +42+1.4% | Added |
| True Link Financial Advisors, LLC | 935 | $444.0K | 0.07% | +101+12.1% | Added |
| Sterling Investment Advisors LLC | 3,164 | $446.0K | 0.27% | +2+0.1% | Added |
| TRUE Private Wealth Advisors | 3,175 | $447.0K | 0.07% | −978−23.5% | Reduced |
| Endurance Wealth Management, Inc. | 3,184 | $448.0K | 0.05% | −158−4.7% | Reduced |
| Royal Harbor Partners, LLC | 3,186 | $449.0K | 0.30% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 3,186 | $449.0K | 0.04% | +1,438+82.3% | Added |
| Trinity Financial Advisors LLC | 3,193 | $450.0K | 0.32% | −8−0.2% | Reduced |
| Armor Investment Advisors, LLC | 3,191 | $450.0K | 0.27% | +184+6.1% | Added |
| First Bank & Trust | 3,199 | $451.0K | 0.22% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,200 | $451.0K | 0.76% | +3,200 | New |
| Keebeck Alpha, LP | 3,208 | $452.0K | 0.16% | +161+5.3% | Added |
| Hendershot Investments Inc. | 3,211 | $453.0K | 0.10% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,219 | $454.0K | 0.10% | −3,529−52.3% | Reduced |
| CNB Bank | 3,221 | $454.0K | 0.28% | +6+0.2% | Added |
| Highland Private Wealth Management | 3,217 | $454.0K | 0.07% | +157+5.1% | Added |
| Wealth Alliance | 3,258 | $459.0K | 0.11% | +707+27.7% | Added |
| Corrigan Financial, Inc. | 3,258 | $459.5K | 0.14% | +10.0% | Added |
| NorthRock Partners, LLC | 3,273 | $462.0K | 0.04% | +553+20.3% | Added |
| KFA Private Wealth Group, LLC | 3,284 | $463.0K | 0.25% | −701−17.6% | Reduced |
| Pallas Capital Advisors LLC | 3,271 | $467.0K | 0.07% | +636+24.1% | Added |
| Washington Trust Bank | 3,316 | $468.0K | 0.06% | −479−12.6% | Reduced |
| Tradition Wealth Management, LLC | 3,317 | $468.0K | 0.07% | −84−2.5% | Reduced |
| UMA Financial Services, Inc. | 3,314 | $468.0K | 0.13% | +8+0.2% | Added |
| Matisse Capital | 3,320 | $468.0K | 0.15% | 00.0% | Unchanged |
| TFC Financial Management | 3,320 | $468.0K | 0.16% | +25+0.8% | Added |
| Total Clarity Wealth Management, Inc. | 3,325 | $469.0K | 0.26% | +10.0% | Added |
| First Citizens Financial Corp | 3,342 | $471.0K | 0.36% | 00.0% | Unchanged |
| United Bank | 3,350 | $472.0K | 0.06% | +102+3.1% | Added |
| Alhambra Investment Partners LLC | 3,352 | $473.0K | 0.36% | +132+4.1% | Added |
| Columbia Asset Management | 3,361 | $474.0K | 0.11% | −3,118−48.1% | Reduced |
| Ironwood Financial, llc | 3,362 | $474.0K | 0.14% | +46+1.4% | Added |
| Reliant Investment Management, LLC | 3,368 | $475.0K | 0.22% | −27,831−89.2% | Reduced |
| Kanawha Capital Management LLC | 3,366 | $475.0K | 0.04% | +254+8.2% | Added |
| Titus Wealth Management | 3,375 | $476.0K | 0.26% | −292−8.0% | Reduced |
| G&S Capital LLC | 3,376 | $476.0K | 0.25% | +3,376 | New |
| PDS Planning, Inc | 3,397 | $479.0K | 0.12% | +1,173+52.7% | Added |
| Hubbell Strickland Wealth Management, LLC | 3,413 | $481.0K | 0.29% | +421+14.1% | Added |
| First Financial Corp | 3,417 | $482.0K | 0.32% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 3,417 | $482.0K | 0.13% | +18+0.5% | Added |
| Investors Asset Management of Georgia Inc | 3,424 | $483.0K | 0.26% | −191−5.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 3,424 | $483.0K | 0.12% | −45−1.3% | Reduced |
| Beck Bode, LLC | 3,435 | $484.0K | 0.13% | −198−5.5% | Reduced |
| Truepoint, Inc. | 3,433 | $484.0K | 0.03% | −87−2.5% | Reduced |
| Private Capital Group, LLC | 3,446 | $486.0K | 0.11% | −101−2.8% | Reduced |
| Bingham Osborn & Scarborough LLC | 3,444 | $486.0K | 0.03% | +7+0.2% | Added |
| GeoWealth Management, LLC | 3,449 | $486.0K | 0.06% | +407+13.4% | Added |
| Circle Wealth Management, LLC | 3,454 | $487.0K | 0.07% | +48+1.4% | Added |
| Prudent Man Advisors, LLC | 3,452 | $487.0K | 0.19% | +159+4.8% | Added |
| Ellenbecker Investment Group | 3,464 | $488.0K | 0.16% | −192−5.3% | Reduced |
| Unified Trust Company, N.A. | 3,477 | $490.0K | 0.15% | +1,018+41.4% | Added |
| Bowling Portfolio Management LLC | 3,483 | $491.0K | 0.11% | −7,725−68.9% | Reduced |
| Maven Securities LTD | 3,482 | $491.0K | 0.05% | +2,344+206.0% | Added |