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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 3,518 | $492.0K | 0.15% | −2,938−45.5% | Reduced |
| Advisor OS, LLC | 3,486 | $492.0K | 0.10% | −27−0.8% | Reduced |
| Private Wealth Advisors | 3,487 | $492.0K | 0.15% | +18+0.5% | Added |
| Evoke Wealth, LLC | 3,499 | $493.0K | 0.02% | +150+4.5% | Added |
| Bath Savings Trust Co | 3,504 | $494.0K | 0.06% | −70−2.0% | Reduced |
| Monticello Wealth Management, LLC | 3,507 | $495.0K | 0.05% | −102−2.8% | Reduced |
| Gladius Capital Management LP | 3,516 | $496.0K | 0.18% | −26,407−88.2% | Reduced |
| KWB Wealth | 3,654 | $496.0K | 0.10% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 3,518 | $496.0K | 0.06% | +296+9.2% | Added |
| Mayfair Advisory Group, LLC | 3,538 | $499.0K | 0.79% | +25+0.7% | Added |
| Sabal Trust CO | 3,544 | $500.0K | 0.04% | −1,160−24.7% | Reduced |
| Grace & White Inc | 3,550 | $501.0K | 0.09% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,478 | $501.0K | 0.27% | +200+6.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,551 | $501.0K | 0.02% | +3,551 | New |
| Hoylecohen, LLC | 3,570 | $503.0K | 0.05% | −25−0.7% | Reduced |
| Private Portfolio Partners LLC | 3,577 | $504.4K | 0.15% | +71+2.0% | Added |
| ELCO Management Co., LLC | 3,580 | $505.0K | 0.37% | −215−5.7% | Reduced |
| Garrison Asset Management, LLC | 3,591 | $506.0K | 0.31% | −5−0.1% | Reduced |
| S.A. Mason LLC | 3,586 | $506.0K | 0.35% | +7+0.2% | Added |
| Avalon Investment & Advisory | 3,597 | $507.0K | 0.01% | +200+5.9% | Added |
| LS Investment Advisors, LLC | 3,610 | $509.0K | 0.06% | −58,184−94.2% | Reduced |
| Sunflower Bank, N.A. | 3,627 | $511.0K | 0.08% | +97+2.7% | Added |
| Derbend Asset Management | 3,626 | $511.0K | 0.48% | +3,626 | New |
| Hall Laurie J Trustee | 3,630 | $512.0K | 0.19% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,677 | $519.0K | 0.46% | +16+0.4% | Added |
| Excalibur Management Corp | 3,698 | $521.0K | 0.24% | +29+0.8% | Added |
| Corbett Road Capital Management, LLC | 3,702 | $522.0K | 0.92% | −467−11.2% | Reduced |
| JFS Wealth Advisors, LLC | 3,702 | $522.0K | 0.08% | 00.0% | Unchanged |
| Mma Asset Management LLC | 3,712 | $523.0K | 0.40% | +77+2.1% | Added |
| Acorn Financial Advisory Services Inc | 3,704 | $523.0K | 0.15% | +116+3.2% | Added |
| Newman Dignan & Sheerar, Inc. | 3,761 | $530.0K | 0.18% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,756 | $530.0K | 0.29% | +69+1.9% | Added |
| N.E.W. Advisory Services LLC | 3,772 | $530.0K | 0.09% | +117+3.2% | Added |
| Ami Asset Management Corp | 3,755 | $530.0K | 0.03% | +221+6.3% | Added |
| Fortem Financial Group, LLC | 3,772 | $532.0K | 0.27% | +159+4.4% | Added |
| MCF Advisors LLC | 3,772 | $532.0K | 0.05% | +494+15.1% | Added |
| Peterson Wealth Advisors, LLC | 3,791 | $535.0K | 0.19% | −481−11.3% | Reduced |
| Shufro Rose & Co LLC | 3,795 | $535.0K | 0.04% | +42+1.1% | Added |
| Buffington Mohr McNeal | 3,799 | $536.0K | 0.11% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 3,805 | $537.0K | 0.07% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 3,817 | $538.0K | 0.15% | +23+0.6% | Added |
| LCNB Corp | 3,816 | $538.0K | 0.27% | +375+10.9% | Added |
| Caliber Wealth Management, LLC | 3,824 | $539.0K | 0.38% | −7,793−67.1% | Reduced |
| Moseley Investment Management Inc | 3,829 | $540.0K | 0.27% | −343−8.2% | Reduced |
| Creative Financial Designs Inc | 3,832 | $540.0K | 0.09% | +486+14.5% | Added |
| Strategic Wealth Management Group, LLC | 3,837 | $541.0K | 0.20% | −163−4.1% | Reduced |
| Mosaic Advisors LLC | 3,834 | $541.0K | 0.35% | 00.0% | Unchanged |
| Davis R M Inc | 3,845 | $542.0K | 0.01% | −75−1.9% | Reduced |
| Grimes & Company, Inc. | 3,849 | $543.0K | 0.02% | +74+2.0% | Added |
| Exane Derivatives | 3,863 | $543.1K | 0.13% | +723+23.0% | Added |
| Legacy Wealth Planning, LLC | 3,862 | $545.0K | 0.62% | −300−7.2% | Reduced |
| Klingenstein Fields & Co LP | 3,882 | $547.0K | 0.02% | −140−3.5% | Reduced |
| Resource Planning Group | 3,876 | $547.0K | 0.32% | +605+18.5% | Added |
| Knights of Columbus Asset Advisors LLC | 3,893 | $549.0K | 0.05% | −104−2.6% | Reduced |
| Foundation Resource Management Inc | 3,890 | $549.0K | 0.12% | −66−1.7% | Reduced |
| Sara-Bay Financial | 3,887 | $549.0K | 0.21% | +91+2.4% | Added |
| Cable Hill Partners, LLC | 3,917 | $552.0K | 0.13% | −849−17.8% | Reduced |
| Heck Capital Advisors, LLC | 3,932 | $554.5K | 0.11% | +54+1.4% | Added |
| First Horizon Corp | 3,944 | $556.0K | 0.05% | −308−7.2% | Reduced |
| Paulson Wealth Management Inc. | 3,944 | $556.0K | 0.27% | +100+2.6% | Added |
| Arbor Investment Advisors, LLC | 3,950 | $557.0K | 0.12% | 00.0% | Unchanged |
| 55I, LLC | 3,987 | $562.0K | 0.02% | +762+23.6% | Added |
| Clal Insurance Enterprises Holdings Ltd | 4,000 | $564.0K | 0.01% | 00.0% | Unchanged |
| MYDA Advisors LLC | 4,000 | $564.0K | 0.16% | +4,000 | New |
| Clarkston Capital Partners, LLC | 4,003 | $565.0K | 0.01% | −70−1.7% | Reduced |
| Bramshill Investments, LLC | 4,003 | $565.0K | 0.04% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 4,027 | $565.0K | 0.28% | +31+0.8% | Added |
| Chicago Trust Co NA | 4,008 | $565.0K | 0.13% | +305+8.2% | Added |
| Tiemann Investment Advisors, LLC | 4,023 | $567.0K | 0.27% | −25−0.6% | Reduced |
| Court Place Advisors, LLC | 4,020 | $567.0K | 0.17% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,024 | $567.0K | 0.33% | +70+1.8% | Added |
| Forte Capital LLC | 4,031 | $568.0K | 0.08% | +48+1.2% | Added |
| Teamwork Financial Advisors, LLC | 4,033 | $569.0K | 0.12% | +4,033 | New |
| Central Bank & Trust Co | 4,059 | $572.0K | 0.09% | −2,259−35.8% | Reduced |
| Barber Financial Group, Inc. | 4,055 | $572.0K | 0.08% | −377−8.5% | Reduced |
| Canal Capital Management, LLC | 4,054 | $572.0K | 0.17% | +7+0.2% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 4,063 | $573.0K | 0.19% | 00.0% | Unchanged |
| Hudock, Inc. | 4,066 | $573.0K | 0.17% | +113+2.9% | Added |
| Consolidated Planning Corp | 4,071 | $574.0K | 0.42% | +15+0.4% | Added |
| Lake Street Financial LLC | 4,144 | $577.0K | 0.15% | −369−8.2% | Reduced |
| Ahrens Investment Partners LLC | 4,094 | $577.0K | 0.27% | −24−0.6% | Reduced |
| Pictet & Cie (Europe) SA | 4,100 | $578.0K | 0.02% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,100 | $578.0K | 0.12% | +10.0% | Added |
| Paragon Capital Management Ltd | 4,123 | $581.0K | 0.27% | +10.0% | Added |
| Zions Bancorporation, N.A. | 4,120 | $581.0K | 0.06% | +354+9.4% | Added |
| Copperwynd Financial, LLC | 4,127 | $582.0K | 0.25% | +104+2.6% | Added |
| J. L. Bainbridge & Co., Inc. | 4,135 | $583.0K | 0.07% | −243−5.6% | Reduced |
| Personal Cfo Solutions, LLC | 4,136 | $583.0K | 0.12% | +694+20.2% | Added |
| Nicolet Bankshares Inc | 4,142 | $584.0K | 0.15% | 00.0% | Unchanged |
| Kings Point Capital Management | 4,165 | $587.0K | 0.05% | +107+2.6% | Added |
| Wealth Management Associates, Inc. | 4,168 | $587.8K | 0.33% | +749+21.9% | Added |
| Baldwin Investment Management, LLC | 4,180 | $589.0K | 0.10% | −800−16.1% | Reduced |
| Donaldson Capital Management, LLC | 4,180 | $589.0K | 0.03% | −324−7.2% | Reduced |
| Summit Financial Group Inc | 4,175 | $589.0K | 0.22% | 00.0% | Unchanged |
| V2 Financial group LLC | 4,182 | $589.7K | 0.50% | −800−16.1% | Reduced |
| Laird Norton Trust Company, LLC | 4,187 | $590.0K | 0.06% | −1,899−31.2% | Reduced |
| Hallmark Capital Management Inc | 4,183 | $590.0K | 0.05% | −10−0.2% | Reduced |
| Eagle Ridge Investment Management | 4,188 | $591.0K | 0.07% | −12−0.3% | Reduced |
| Private Wealth Strategies, L.L.C. | 4,208 | $593.0K | 0.15% | +10+0.2% | Added |
| Aspireon Wealth Advisors | 4,206 | $593.0K | 0.38% | +3,606+601.0% | Added |