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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 4,248 | $599.0K | 0.20% | +536+14.4% | Added |
| Pathstone Family Office, LLC | 4,249 | $599.0K | 0.02% | +1,499+54.5% | Added |
| Golden Green, Inc. | 4,264 | $601.0K | 0.46% | −39−0.9% | Reduced |
| E&G Advisors, LP | 0 | $602.0K | 0.16% | −4,072−100.0% | Reduced |
| Jackson Square Capital, LLC | 4,283 | $604.0K | 0.19% | −16−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,275 | $604.0K | 0.38% | 00.0% | Unchanged |
| Lee Financial Co | 4,292 | $605.0K | 0.13% | −9−0.2% | Reduced |
| Cypress Capital Management LLC | 4,308 | $608.0K | 0.08% | +32+0.7% | Added |
| Aspire Private Capital, LLC | 4,328 | $610.0K | 0.20% | +968+28.8% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,332 | $611.0K | 0.22% | −400−8.5% | Reduced |
| BTR Capital Management Inc | 4,330 | $611.0K | 0.08% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,345 | $614.0K | 0.03% | +237+5.8% | Added |
| Fulcrum Equity Management | 4,363 | $615.0K | 0.23% | +34+0.8% | Added |
| Tradewinds Capital Management, LLC | 4,367 | $616.0K | 0.11% | −47−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 4,389 | $616.0K | 0.03% | +778+21.5% | Added |
| Engine No. 1 LLC | 4,380 | $618.0K | 0.17% | +4,380 | New |
| Kimelman & Baird, LLC | 4,389 | $619.0K | 0.06% | +4,389 | New |
| Keudell/Morrison Wealth Management | 4,413 | $622.0K | 0.34% | +277+6.7% | Added |
| Maltin Wealth Management, Inc. | 4,408 | $622.0K | 0.38% | +713+19.3% | Added |
| NSI Retail Advisors, LLC | 4,413 | $622.0K | 0.09% | +4,413 | New |
| Farmers & Merchants Trust Co of Long Beach | 4,421 | $623.0K | 0.17% | +2,080+88.9% | Added |
| Compton Wealth Advisory Group, LLC | 4,424 | $624.0K | 0.29% | +32+0.7% | Added |
| XML Financial, LLC | 4,433 | $625.0K | 0.14% | +20+0.5% | Added |
| Fort Sheridan Advisors LLC | 4,437 | $626.0K | 0.21% | +75+1.7% | Added |
| Verity & Verity, LLC | 4,453 | $628.0K | 0.10% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 4,462 | $629.0K | 0.06% | 00.0% | Unchanged |
| South Shore Capital Advisors | 4,458 | $629.0K | 1.13% | +36+0.8% | Added |
| FinTrust Capital Advisors, LLC | 4,462 | $629.0K | 0.17% | +466+11.7% | Added |
| Intercontinental Wealth Advisors, LLC | 4,477 | $631.0K | 0.13% | +115+2.6% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,480 | $632.0K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,490 | $633.0K | 0.05% | −100−2.2% | Reduced |
| RMB Capital Management, LLC | 4,489 | $633.0K | 0.02% | +757+20.3% | Added |
| Berman Capital Advisors, LLC | 4,499 | $634.0K | 0.10% | +866+23.8% | Added |
| Gleason Group, Inc. | 4,506 | $636.0K | 0.23% | +35+0.8% | Added |
| Oak Asset Management, LLC | 4,507 | $636.0K | 0.27% | +4,507 | New |
| Cowa, LLC | 4,589 | $639.0K | 0.40% | −482−9.5% | Reduced |
| Austin Private Wealth, LLC | 4,534 | $639.0K | 0.15% | +208+4.8% | Added |
| Crestwood Advisors Group LLC | 4,549 | $642.0K | 0.02% | −191−4.0% | Reduced |
| HMS Capital Management, LLC | 4,550 | $642.0K | 0.29% | +616+15.7% | Added |
| Triangle Securities Wealth Management | 4,563 | $643.0K | 0.22% | −165−3.5% | Reduced |
| Bremer Bank National Association | 4,581 | $646.0K | 0.14% | −71−1.5% | Reduced |
| Golden State Wealth Management, LLC | 4,586 | $647.0K | 0.14% | −467−9.2% | Reduced |
| Cypress Wealth Services, LLC | 4,596 | $648.0K | 0.18% | −723−13.6% | Reduced |
| Camden National Bank | 4,601 | $649.0K | 0.12% | −134−2.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,585 | $649.0K | 0.39% | 00.0% | Unchanged |
| Princeton Portfolio Strategies Group LLC | 4,600 | $649.0K | 0.13% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 4,623 | $652.0K | 0.30% | +10+0.2% | Added |
| Trillium Asset Management, LLC | 4,629 | $653.0K | 0.02% | +161+3.6% | Added |
| Callan Capital, LLC | 4,645 | $655.0K | 0.11% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 4,646 | $655.0K | 0.10% | +3,054+191.8% | Added |
| 20/20 Capital Management, Inc. | 4,649 | $656.0K | 0.17% | +10.0% | Added |
| MEMBERS Trust Co | 4,685 | $661.0K | 0.02% | −145−3.0% | Reduced |
| High Falls Advisors, Inc | 4,694 | $662.0K | 0.18% | +27+0.6% | Added |
| McKinley Carter Wealth Services, Inc. | 4,701 | $663.0K | 0.05% | −15−0.3% | Reduced |
| Enlightenment Research, LLC | 4,700 | $663.0K | 0.84% | +4,700 | New |
| Verdence Capital Advisors LLC | 4,706 | $664.0K | 0.09% | −136−2.8% | Reduced |
| Hills Bank & Trust Co | 4,722 | $666.0K | 0.10% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 4,729 | $667.0K | 0.00% | +4,729 | New |
| Axiom Financial Strategies, LLC | 4,736 | $668.0K | 0.31% | +308+7.0% | Added |
| Accurate Wealth Management, LLC | 4,737 | $668.0K | 0.59% | +4,737 | New |
| IMS Capital Management | 4,745 | $669.0K | 0.39% | +9+0.2% | Added |
| Phoenix Wealth Advisors | 4,821 | $675.0K | 0.49% | +136+2.9% | Added |
| Retirement Planning Group | 4,789 | $675.0K | 0.08% | +1,375+40.3% | Added |
| Merit Financial Group, LLC | 4,798 | $677.0K | 0.06% | −593−11.0% | Reduced |
| Bluestein R H & Co | 4,798 | $677.0K | 0.03% | +380+8.6% | Added |
| Curbstone Financial Management Corp | 4,818 | $679.0K | 0.13% | +50+1.0% | Added |
| Westshore Wealth, LLC | 4,853 | $684.0K | 0.35% | +3,003+162.3% | Added |
| Fukoku Mutual Life Insurance Co | 4,860 | $685.0K | 0.05% | −200−4.0% | Reduced |
| Investors Research Corp | 4,856 | $685.0K | 0.24% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 4,810 | $686.0K | 0.19% | −181−3.6% | Reduced |
| Edge Capital Group, LLC | 4,885 | $689.0K | 0.06% | −1,052−17.7% | Reduced |
| Advisory Resource Group | 4,905 | $692.0K | 0.28% | +20.0% | Added |
| Uncommon Cents Investing LLC | 4,907 | $692.0K | 0.28% | +2,015+69.7% | Added |
| Boston Trust Walden Corp | 4,934 | $696.0K | 0.01% | +500+11.3% | Added |
| Johnson Midwest Financial, LLC | 4,942 | $697.0K | 0.69% | +6+0.1% | Added |
| Garrett Investment Advisors LLC | 4,965 | $700.0K | 0.22% | +236+5.0% | Added |
| Evergreen Capital Management LLC | 4,970 | $701.0K | 0.03% | +419+9.2% | Added |
| Kelman-Lazarov, Inc. | 4,975 | $702.0K | 0.25% | −17−0.3% | Reduced |
| Advisor Resource Council | 4,995 | $704.0K | 0.07% | +4,995 | New |
| Insight Wealth Strategies, LLC | 5,002 | $705.0K | 0.10% | −3,770−43.0% | Reduced |
| Collective Family Office LLC | 4,997 | $705.0K | 0.30% | +250+5.3% | Added |
| Covenant Multifamily Offices, LLC | 4,997 | $705.0K | 0.13% | +1,661+49.8% | Added |
| CRA Financial Services, LLC | 5,009 | $706.0K | 0.25% | −48−0.9% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,007 | $706.0K | 0.28% | +276+5.8% | Added |
| Sanders Morris Harris LLC | 5,008 | $706.0K | 0.14% | +400+8.7% | Added |
| Townsend Asset Management Corp | 5,013 | $707.0K | 0.39% | +150+3.1% | Added |
| Old North State Trust, LLC | 5,020 | $708.0K | 0.53% | +200+4.1% | Added |
| Mason Investment Advisory Services, Inc. | 5,037 | $710.3K | 0.07% | +5,037 | New |
| Legacy Financial Advisors, Inc. | 5,044 | $711.0K | 0.18% | +81+1.6% | Added |
| FSB Premier Wealth Management, Inc. | 5,055 | $712.0K | 0.36% | −214−4.1% | Reduced |
| Stableford Capital II LLC | 5,060 | $714.0K | 0.34% | +474+10.3% | Added |
| HBW Advisory Services LLC | 5,078 | $716.0K | 0.19% | −78−1.5% | Reduced |
| Security National Trust Co | 5,094 | $718.0K | 0.16% | +25+0.5% | Added |
| Carlson Capital Management | 5,129 | $723.0K | 0.10% | −29−0.6% | Reduced |
| DF Dent & Co Inc | 5,127 | $723.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,134 | $724.0K | 0.02% | −230−4.3% | Reduced |
| Smith Shellnut Wilson LLC | 5,144 | $725.0K | 0.42% | −228−4.2% | Reduced |
| Oldfather Financial Services, LLC | 4,877 | $725.0K | 0.40% | +140+3.0% | Added |
| Gyon Technologies Capital Management, LP | 5,143 | $725.0K | 0.24% | +2,364+85.1% | Added |
| Prestige Wealth Management Group LLC | 5,157 | $728.0K | 0.19% | −6,153−54.4% | Reduced |