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 | 4,468 | $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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 23,976 | $3.38M | 0.77% | +786+3.4% | Added |
| Arthur M. Cohen & Associates, LLC | 23,936 | $3.38M | 0.69% | +203+0.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 23,871 | $3.37M | 1.01% | +2,091+9.6% | Added |
| Hutner Capital Management Inc | 23,770 | $3.35M | 2.15% | −609−2.5% | Reduced |
| Parallel Advisors, LLC | 23,769 | $3.35M | 0.14% | +508+2.2% | Added |
| Diversified Investment Strategies, LLC | 23,725 | $3.35M | 2.48% | −105−0.4% | Reduced |
| Bradley Mark J. | 23,666 | $3.34M | 2.23% | −690−2.8% | Reduced |
| Providence Capital Advisors, LLC | 23,627 | $3.33M | 1.09% | +23,600+87,407.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,615 | $3.33M | 0.18% | −2,503−9.6% | Reduced |
| All Terrain Financial Advisors, LLC | 23,591 | $3.33M | 1.60% | +1,564+7.1% | Added |
| Steel Peak Wealth Management LLC | 23,539 | $3.32M | 0.24% | +2,729+13.1% | Added |
| Kingsview Wealth Management, LLC | 23,801 | $3.32M | 0.16% | +1,649+7.4% | Added |
| Woodmont Investment Counsel LLC | 23,505 | $3.31M | 0.52% | +1,121+5.0% | Added |
| Global Retirement Partners, LLC | 23,367 | $3.29M | 0.34% | +1,589+7.3% | Added |
| Clearstead Advisors, LLC | 23,352 | $3.29M | 0.25% | +212+0.9% | Added |
| Stokes Capital Advisors, LLC | 23,345 | $3.29M | 1.08% | −10,346−30.7% | Reduced |
| Little House Capital LLC | 23,314 | $3.29M | 1.78% | −4,921−17.4% | Reduced |
| Hyman Charles D | 23,295 | $3.29M | 0.23% | +45+0.2% | Added |
| Keel Point, LLC | 23,283 | $3.28M | 0.39% | +3,374+16.9% | Added |
| Snider Financial Group | 23,150 | $3.28M | 1.54% | +23,150 | New |
| Corient Capital Partners, LLC | 23,226 | $3.27M | 0.24% | +1,257+5.7% | Added |
| Freestone Capital Holdings, LLC | 23,189 | $3.27M | 0.16% | +428+1.9% | Added |
| Citizens Business Bank | 23,125 | $3.26M | 0.43% | −889−3.7% | Reduced |
| LaFleur & Godfrey LLC | 23,097 | $3.26M | 0.47% | +23,097 | New |
| Shelton Capital Management | 23,090 | $3.26M | 0.12% | −21,890−48.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,957 | $3.24M | 2.24% | −25−0.1% | Reduced |
| Thomasville National Bank | 22,924 | $3.23M | 0.34% | −18,666−44.9% | Reduced |
| Sargent Bickham Lagudis LLC | 22,770 | $3.21M | 0.26% | +1,050+4.8% | Added |
| Independent Financial Group, LLC | 22,767 | $3.21M | 0.34% | −1,154−4.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 22,720 | $3.20M | 0.45% | −1,281−5.3% | Reduced |
| Koshinski Asset Management, Inc. | 22,662 | $3.20M | 0.40% | −3,601−13.7% | Reduced |
| Financial & Tax Architects, LLC | 22,653 | $3.19M | 1.57% | +1,839+8.8% | Added |
| Old Second National Bank of Aurora | 22,545 | $3.18M | 0.87% | −148−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 22,509 | $3.17M | 0.15% | +1,693+8.1% | Added |
| TCG Advisory Services, LLC | 22,498 | $3.17M | 0.86% | +1,054+4.9% | Added |
| Cascadia Advisory Services, LLC | 22,475 | $3.17M | 0.68% | +1,783+8.6% | Added |
| Mogy Joel R Investment Counsel Inc | 22,332 | $3.15M | 0.27% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 22,286 | $3.14M | 0.60% | −1,684−7.0% | Reduced |
| HBK Sorce Advisory LLC | 22,234 | $3.14M | 0.17% | +2,587+13.2% | Added |
| Kavar Capital Partners Group, LLC | 22,198 | $3.13M | 0.76% | +1,050+5.0% | Added |
| Northwest Investment Counselors, LLC | 22,180 | $3.13M | 0.86% | −329−1.5% | Reduced |
| Tower View Investment Management & Research LLC | 22,162 | $3.13M | 1.58% | +450+2.1% | Added |
| Parsons Capital Management Inc | 22,154 | $3.12M | 0.24% | −441−2.0% | Reduced |
| Family Legacy, Inc. | 22,046 | $3.11M | 1.39% | +478+2.2% | Added |
| Palisade Asset Management, LLC | 22,039 | $3.11M | 0.37% | +37+0.2% | Added |
| JCIC Asset Management Inc. | 17,725 | $3.10M | 0.80% | +265+1.5% | Added |
| AlphaCrest Capital Management LLC | 21,826 | $3.08M | 0.13% | +21,826 | New |
| Bayesian Capital Management, LP | 21,800 | $3.07M | 0.80% | +21,800 | New |
| Regal Investment Advisors LLC | 21,691 | $3.06M | 0.31% | +21,691 | New |
| Red Door Wealth Management, LLC | 21,663 | $3.06M | 1.19% | +2,396+12.4% | Added |
| Alerus Financial NA | 21,611 | $3.05M | 0.31% | −11,443−34.6% | Reduced |
| Allen Capital Group, LLC | 21,517 | $3.03M | 0.62% | +2,494+13.1% | Added |
| IFP Advisors, Inc | 21,451 | $3.02M | 0.06% | +915+4.5% | Added |
| Trinity Legacy Partners, LLC | 21,506 | $3.02M | 1.11% | −14,426−40.1% | Reduced |
| Benedict Financial Advisors Inc | 21,364 | $3.01M | 0.84% | −24−0.1% | Reduced |
| Laffer Tengler Investments | 21,212 | $2.99M | 1.12% | −2,100−9.0% | Reduced |
| Hennessy Advisors Inc | 21,200 | $2.99M | 0.17% | +400+1.9% | Added |
| Sumitomo Life Insurance Co | 21,187 | $2.99M | 0.10% | −3,248−13.3% | Reduced |
| Fort Pitt Capital Group, LLC | 21,184 | $2.99M | 0.12% | +1,745+9.0% | Added |
| Paradigm Financial Partners, LLC | 21,083 | $2.97M | 0.74% | +2,069+10.9% | Added |
| Wealthcare Advisory Partners LLC | 21,038 | $2.97M | 0.20% | −471−2.2% | Reduced |
| AMG National Trust Bank | 21,041 | $2.97M | 0.10% | −405−1.9% | Reduced |
| BerganKDV Wealth Management, LLC | 20,931 | $2.95M | 0.35% | −1,097−5.0% | Reduced |
| Waldron Private Wealth LLC | 20,888 | $2.94M | 0.19% | −432−2.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,872 | $2.94M | 0.62% | −974−4.5% | Reduced |
| Hancock Whitney Corp | 20,750 | $2.93M | 0.09% | −432−2.0% | Reduced |
| Enterprise Trust & Investment Co | 20,756 | $2.93M | 1.20% | −50−0.2% | Reduced |
| First Citizens Bank & Trust Co | 20,751 | $2.93M | 0.14% | −594−2.8% | Reduced |
| Bank Ozk | 20,523 | $2.89M | 1.28% | +958+4.9% | Added |
| CFO4Life Group, LLC | 20,468 | $2.89M | 0.67% | −162−0.8% | Reduced |
| Meridian Investment Counsel Inc. | 20,453 | $2.88M | 1.02% | +708+3.6% | Added |
| Investment House LLC | 20,442 | $2.88M | 0.20% | +9,605+88.6% | Added |
| Eudaimonia Partners, LLC | 20,431 | $2.88M | 0.54% | +1,248+6.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 20,400 | $2.88M | 0.21% | +18,177+817.7% | Added |
| Silverleafe Capital Partners, LLC | 20,385 | $2.88M | 1.13% | −171−0.8% | Reduced |
| Venture Visionary Partners LLC | 20,374 | $2.87M | 0.23% | −4,986−19.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,373 | $2.87M | 0.05% | −1,908−8.6% | Reduced |
| Dearborn Partners LLC | 20,374 | $2.87M | 0.12% | +341+1.7% | Added |
| NovaPoint Capital, LLC | 20,354 | $2.87M | 1.19% | −514−2.5% | Reduced |
| Rossmore Private Capital | 20,290 | $2.86M | 0.49% | −1,076−5.0% | Reduced |
| Psagot Investment House Ltd. | 20,277 | $2.86M | 0.10% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 20,199 | $2.85M | 0.30% | +120+0.6% | Added |
| Sompo Asset Management Co., Ltd. | 20,190 | $2.85M | 0.58% | +990+5.2% | Added |
| TownSquare Capital, LLC | 20,254 | $2.83M | 0.09% | +3,434+20.4% | Added |
| Ieq Capital, LLC | 20,086 | $2.83M | 0.08% | +64+0.3% | Added |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.81M | 0.67% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 19,890 | $2.81M | 0.02% | −136,779−87.3% | Reduced |
| Old National Bancorp | 19,882 | $2.80M | 0.10% | −5,633−22.1% | Reduced |
| YHB Investment Advisors, Inc. | 19,847 | $2.80M | 0.24% | +200+1.0% | Added |
| Stratos Wealth Advisors, LLC | 19,842 | $2.80M | 0.25% | +1,242+6.7% | Added |
| Tiedemann Advisors, LLC | 19,806 | $2.79M | 0.11% | −652−3.2% | Reduced |
| Appleton Partners Inc | 19,796 | $2.79M | 0.24% | +1,806+10.0% | Added |
| Mutual Advisors, LLC | 19,711 | $2.78M | 0.17% | +1,584+8.7% | Added |
| Capstone Triton Financial Group, LLC | 19,699 | $2.78M | 1.71% | +1,375+7.5% | Added |
| Means Investment Co., Inc. | 19,660 | $2.77M | 0.55% | +1,309+7.1% | Added |
| Octavia Wealth Advisors, LLC | 19,586 | $2.76M | 0.73% | +77+0.4% | Added |
| Moloney Securities Asset Management, LLC | 19,550 | $2.76M | 0.50% | +75+0.4% | Added |
| Pratt Collard Advisory Partners LLC | 19,536 | $2.75M | 1.84% | +744+4.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 19,491 | $2.75M | 0.50% | +1,839+10.4% | Added |
| 180 Wealth Advisors, LLC | 18,481 | $2.75M | 0.63% | +259+1.4% | Added |