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 |
|---|---|---|---|---|---|
| Truehand, Inc | 5,160 | $728.0K | 0.43% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 5,189 | $732.0K | 0.38% | −1,334−20.5% | Reduced |
| Grace Capital | 5,191 | $732.0K | 0.49% | −190−3.5% | Reduced |
| Evermay Wealth Management LLC | 5,198 | $733.0K | 0.14% | −50−1.0% | Reduced |
| Sunburst Financial Group, LLC | 5,199 | $733.0K | 0.47% | +65+1.3% | Added |
| Foster Dykema Cabot & Co Inc | 5,227 | $737.0K | 0.09% | −177−3.3% | Reduced |
| RNC Capital Management LLC | 5,225 | $737.0K | 0.04% | +1,715+48.9% | Added |
| Holderness Investments Co | 5,263 | $742.0K | 0.25% | +60+1.2% | Added |
| Annapolis Financial Services, LLC | 5,266 | $743.0K | 0.25% | −432−7.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,227 | $745.0K | 0.06% | −1,104−17.4% | Reduced |
| Cornerstone Wealth Group, LLC | 5,273 | $745.0K | 0.15% | −75−1.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,294 | $747.0K | 0.21% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,305 | $748.0K | 0.06% | +52+1.0% | Added |
| Canvas Wealth Advisors, LLC | 5,317 | $750.0K | 0.34% | +1,013+23.5% | Added |
| TD Capital Management LLC | 5,329 | $751.0K | 0.09% | −1,190−18.3% | Reduced |
| Orrstown Financial Services Inc | 5,424 | $756.0K | 1.09% | −447−7.6% | Reduced |
| Mairs & Power Inc | 5,363 | $756.0K | 0.01% | +258+5.1% | Added |
| Oarsman Capital, Inc. | 5,371 | $757.0K | 0.30% | −25−0.5% | Reduced |
| Cribstone Capital Management, LLC | 5,426 | $765.0K | 0.46% | +137+2.6% | Added |
| Vantage Consulting Group Inc | 5,433 | $766.0K | 0.13% | +1,479+37.4% | Added |
| Kingfisher Capital LLC | 5,452 | $769.0K | 0.20% | −19−0.3% | Reduced |
| DeDora Capital, Inc. | 5,452 | $769.0K | 0.34% | +63+1.2% | Added |
| Sterneck Capital Management, LLC | 5,430 | $771.0K | 0.48% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 5,478 | $773.0K | 0.06% | +203+3.8% | Added |
| Lokken Investment Group LLC | 5,505 | $776.0K | 0.63% | +260+5.0% | Added |
| Archetype Wealth Partners | 5,509 | $777.0K | 0.27% | +10.0% | Added |
| Veracity Capital LLC | 5,522 | $779.0K | 0.18% | −809−12.8% | Reduced |
| Financial Partners Group, Inc | 5,531 | $780.0K | 0.20% | −58−1.0% | Reduced |
| Bridgeworth, LLC | 5,534 | $780.0K | 0.22% | −33−0.6% | Reduced |
| Hoover Financial Advisors, Inc. | 5,534 | $780.0K | 0.14% | +162+3.0% | Added |
| Balentine LLC | 5,530 | $780.0K | 0.03% | +1,616+41.3% | Added |
| We Are One Seven, LLC | 5,532 | $780.0K | 0.11% | +1,714+44.9% | Added |
| Elgethun Capital Management | 5,540 | $781.0K | 0.27% | +40+0.7% | Added |
| Windsor Group LTD | 5,547 | $782.0K | 0.17% | −367−6.2% | Reduced |
| Detalus Advisors, LLC | 5,600 | $790.0K | 0.42% | +39+0.7% | Added |
| Bar Harbor Trust Services | 5,622 | $793.0K | 0.25% | +510+10.0% | Added |
| Jefferies Group LLC | 5,630 | $793.9K | 0.01% | −10,439−65.0% | Reduced |
| Pflug Koory, LLC | 5,629 | $794.0K | 0.42% | +200+3.7% | Added |
| Sugarloaf Wealth Management, LLC | 5,558 | $794.0K | 0.22% | +147+2.7% | Added |
| Financial Advisory Group | 5,636 | $795.0K | 0.19% | +182+3.3% | Added |
| Colonial River Wealth Management, LLC | 5,647 | $796.0K | 0.57% | +244+4.5% | Added |
| Brandywine Oak Private Wealth LLC | 5,649 | $796.0K | 0.09% | +1,625+40.4% | Added |
| Nwam LLC | 5,662 | $798.0K | 0.07% | −344−5.7% | Reduced |
| Strategic Investment Advisors | 5,676 | $800.0K | 0.18% | +2,223+64.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 5,904 | $802.0K | 0.07% | −5,904−50.0% | Reduced |
| Cooper Financial Group | 5,696 | $803.0K | 0.16% | −293−4.9% | Reduced |
| Chicago Capital, LLC | 5,694 | $803.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5,700 | $804.0K | 0.35% | +31+0.5% | Added |
| Compton Capital Management Inc | 5,716 | $806.0K | 0.24% | +300+5.5% | Added |
| Madden Securities Corp | 5,730 | $808.0K | 0.42% | +168+3.0% | Added |
| Kore Private Wealth LLC | 5,755 | $811.0K | 0.09% | +4+0.1% | Added |
| Sentinel Pension Advisors Inc | 5,755 | $812.0K | 0.28% | −73−1.3% | Reduced |
| Adams Chetwood Wealth Management LLC | 5,777 | $815.0K | 0.57% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,788 | $816.0K | 0.14% | +177+3.2% | Added |
| Old Mission Investment Co LLC | 5,789 | $816.4K | 0.33% | +354+6.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 5,798 | $817.6K | 0.10% | +226+4.1% | Added |
| Cohen Lawrence B | 5,803 | $818.0K | 0.42% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,809 | $819.0K | 0.31% | +28+0.5% | Added |
| Waterfront Wealth Inc. | 5,826 | $822.0K | 0.39% | +101+1.8% | Added |
| TAP Consulting, LLC | 5,856 | $826.0K | 0.23% | −61−1.0% | Reduced |
| Sheets Smith Wealth Management | 5,874 | $828.0K | 0.11% | −149−2.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 5,873 | $828.0K | 0.01% | +226+4.0% | Added |
| ZWJ Investment Counsel Inc | 5,872 | $828.0K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,517 | $828.0K | 0.20% | −52−0.9% | Reduced |
| Clearview Wealth Advisors LLC | 5,882 | $830.0K | 0.51% | −42−0.7% | Reduced |
| blooom, inc. | 5,998 | $831.0K | 0.62% | +52+0.9% | Added |
| Clare Market Investments LLC | 5,895 | $831.5K | 0.27% | −1,686−22.2% | Reduced |
| F3Logic, LLC | 5,900 | $832.0K | 0.10% | −5,421−47.9% | Reduced |
| Brown Advisory Securities, LLC | 5,909 | $833.0K | 0.13% | +145+2.5% | Added |
| Blueshift Asset Management, LLC | 5,947 | $839.0K | 0.05% | +3,926+194.3% | Added |
| Sage Mountain Advisors LLC | 5,967 | $841.0K | 0.14% | +404+7.3% | Added |
| Joel Isaacson & Co., LLC | 5,968 | $842.0K | 0.07% | −1,050−15.0% | Reduced |
| Arnhold LLC | 5,971 | $842.0K | 0.10% | −36−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 5,968 | $842.0K | 0.31% | +513+9.4% | Added |
| Meristem Family Wealth, LLC | 5,978 | $843.0K | 0.13% | +3,478+139.1% | Added |
| Colton Groome Financial Advisors, LLC | 6,001 | $846.0K | 0.39% | +6,001 | New |
| Americana Partners, LLC | 6,012 | $847.0K | 0.43% | −1,000−14.3% | Reduced |
| Green Harvest Asset Management LLC | 6,003 | $847.0K | 0.16% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 6,001 | $847.0K | 0.12% | +627+11.7% | Added |
| Professional Financial Advisors, LLC | 6,176 | $848.0K | 0.47% | +115+1.9% | Added |
| Advisory Alpha, LLC | 6,012 | $848.0K | 0.07% | +6,012 | New |
| Barings LLC | 6,023 | $849.0K | 0.02% | +1,483+32.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,028 | $850.0K | 0.09% | −75−1.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,035 | $851.0K | 0.34% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 6,049 | $853.0K | 0.51% | +3,856+175.8% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,063 | $855.0K | 0.21% | −61−1.0% | Reduced |
| First Foundation Advisors | 6,089 | $859.0K | 0.03% | +151+2.5% | Added |
| Valley Brook Capital Group | 6,115 | $862.0K | 0.82% | +2,684+78.2% | Added |
| Financial Architects, Inc | 6,117 | $863.0K | 0.12% | +84+1.4% | Added |
| Insight Advisors, LLC | 6,081 | $865.0K | 0.27% | −770−11.2% | Reduced |
| Founders Financial Alliance, LLC | 6,126 | $866.0K | 0.39% | +221+3.7% | Added |
| Affinity Wealth Management LLC | 6,167 | $871.0K | 0.17% | −550−8.2% | Reduced |
| Renasant Bank | 6,195 | $873.0K | 0.66% | −63−1.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,197 | $874.0K | 0.49% | −32−0.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 6,198 | $874.0K | 0.33% | +95+1.6% | Added |
| GYL Financial Synergies, LLC | 6,222 | $877.0K | 0.45% | +74+1.2% | Added |
| Aj Wealth Strategies, LLC | 6,225 | $878.0K | 0.05% | +10+0.2% | Added |
| Oak Family Advisors, LLC | 6,233 | $879.0K | 0.53% | +212+3.5% | Added |
| Grove Bank & Trust | 6,238 | $880.0K | 0.19% | −11−0.2% | Reduced |
| Beaton Management Co. Inc. | 6,275 | $885.0K | 0.56% | 00.0% | Unchanged |