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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 19,468 | $2.75M | 0.03% | +520+2.7% | Added |
| JustInvest LLC | 19,434 | $2.74M | 0.29% | −13,619−41.2% | Reduced |
| Freedom Day Solutions, LLC | 19,387 | $2.73M | 1.30% | −1,063−5.2% | Reduced |
| Garner Asset Management Corp | 19,357 | $2.73M | 1.32% | +143+0.7% | Added |
| Summit Asset Management, LLC | 19,335 | $2.73M | 0.86% | −30−0.2% | Reduced |
| Ropes Wealth Advisors LLC | 19,246 | $2.71M | 0.43% | +3,848+25.0% | Added |
| Strategic Wealth Partners, Ltd. | 19,204 | $2.71M | 0.88% | +79+0.4% | Added |
| Trust Co of Vermont | 19,126 | $2.70M | 0.19% | +1,259+7.0% | Added |
| Wade G W & Inc | 19,090 | $2.69M | 0.13% | −1,376−6.7% | Reduced |
| Westover Capital Advisors, LLC | 19,072 | $2.69M | 0.86% | −2,392−11.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,993 | $2.68M | 0.07% | +372+2.0% | Added |
| ARS Wealth Advisors, LLC | 18,937 | $2.67M | 0.48% | −348−1.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,504 | $2.67M | 0.07% | −1,016−13.5% | Reduced |
| RFG Advisory, LLC | 18,903 | $2.67M | 0.24% | +518+2.8% | Added |
| BDO Wealth Advisors, LLC | 18,840 | $2.66M | 0.29% | +311+1.7% | Added |
| Savant Capital, LLC | 18,832 | $2.66M | 0.11% | +212+1.1% | Added |
| Beacon Financial Group | 18,697 | $2.65M | 0.38% | +1,657+9.7% | Added |
| Tokio Marine Asset Management Co Ltd | 18,707 | $2.64M | 0.24% | +2,512+15.5% | Added |
| Roberts Glore & Co Inc | 18,673 | $2.63M | 0.79% | −160−0.8% | Reduced |
| Rocky Mountain Advisers, LLC | 18,670 | $2.63M | 3.28% | +50.0% | Added |
| Hemenway Trust Co LLC | 18,602 | $2.62M | 0.26% | +53+0.3% | Added |
| Rehmann Capital Advisory Group | 18,494 | $2.61M | 0.25% | −20.0% | Reduced |
| Outfitter Financial LLC | 18,495 | $2.61M | 2.00% | +190+1.0% | Added |
| Delta Financial Advisors LLC | 18,481 | $2.61M | 1.15% | +52+0.3% | Added |
| Verition Fund Management LLC | 18,394 | $2.59M | 0.04% | +9,903+116.6% | Added |
| WC Walker & Associates, Inc. | 18,501 | $2.59M | 1.36% | +828+4.7% | Added |
| Leelyn Smith, LLC | 18,358 | $2.59M | 0.76% | −498−2.6% | Reduced |
| Bryn Mawr Trust Co | 18,308 | $2.58M | 0.10% | +17+0.1% | Added |
| Centaurus Financial, Inc. | 18,281 | $2.58M | 0.22% | +2,008+12.3% | Added |
| Bank of New Hampshire | 18,273 | $2.58M | 0.69% | +18,273 | New |
| AIMZ Investment Advisors, LLC | 18,267 | $2.58M | 1.16% | −22−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 18,231 | $2.57M | 0.32% | −155−0.8% | Reduced |
| Good Life Advisors, LLC | 18,233 | $2.57M | 0.49% | +348+1.9% | Added |
| Diligent Investors, LLC | 18,127 | $2.56M | 0.87% | −1,288−6.6% | Reduced |
| AMJ Financial Wealth Management | 18,093 | $2.55M | 1.11% | +245+1.4% | Added |
| Engineers Gate Manager LP | 18,086 | $2.55M | 0.16% | −46,073−71.8% | Reduced |
| Jacobs & Co | 18,088 | $2.55M | 0.29% | +3,878+27.3% | Added |
| Mattern Wealth Management LLC | 17,983 | $2.55M | 0.81% | −72−0.4% | Reduced |
| Twinbeech Capital LP | 17,929 | $2.53M | 0.31% | −43,309−70.7% | Reduced |
| Great Valley Advisor Group, Inc. | 18,328 | $2.52M | 0.19% | +300+1.7% | Added |
| Archford Capital Strategies, LLC | 17,884 | $2.52M | 0.63% | −935−5.0% | Reduced |
| Capital Asset Advisory Services LLC | 17,821 | $2.51M | 0.28% | −396−2.2% | Reduced |
| Sargent Investment Group, LLC | 17,754 | $2.50M | 0.60% | −45−0.3% | Reduced |
| Aries Wealth Management | 17,743 | $2.50M | 1.07% | +204+1.2% | Added |
| Hedeker Wealth, LLC | 17,728 | $2.50M | 0.78% | −7,941−30.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 17,721 | $2.50M | 0.71% | +152+0.9% | Added |
| Equitable Holdings, Inc. | 17,686 | $2.49M | 0.04% | +84+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 17,606 | $2.48M | 0.18% | +1,517+9.4% | Added |
| Page Arthur B | 17,603 | $2.48M | 1.77% | +20+0.1% | Added |
| Congress Park Capital LLC | 17,589 | $2.48M | 1.24% | +1,427+8.8% | Added |
| Cumberland Partners Ltd | 17,570 | $2.48M | 0.19% | +40.0% | Added |
| Stokes Family Office, LLC | 17,563 | $2.48M | 0.35% | −429−2.4% | Reduced |
| Assetmark, Inc | 17,562 | $2.48M | 0.01% | +225+1.3% | Added |
| BNC Wealth Management, LLC | 17,556 | $2.48M | 1.50% | −390−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 17,529 | $2.46M | 0.35% | +6,169+54.3% | Added |
| Ballentine Partners, LLC | 17,458 | $2.46M | 0.09% | −3,589−17.1% | Reduced |
| Northstar Asset Management LLC | 17,455 | $2.46M | 0.65% | +1,270+7.8% | Added |
| Riverbridge Partners LLC | 17,346 | $2.45M | 0.02% | −508−2.8% | Reduced |
| Clarius Group, LLC | 17,300 | $2.44M | 0.22% | +613+3.7% | Added |
| Telos Capital Management, Inc. | 17,299 | $2.44M | 0.32% | +1,155+7.2% | Added |
| High Note Wealth, LLC | 17,313 | $2.44M | 0.89% | +64+0.4% | Added |
| Candriam Luxembourg S.C.A. | 17,273 | $2.44M | 0.02% | −1,306−7.0% | Reduced |
| Miller Investment Management, LP | 17,275 | $2.44M | 0.42% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 17,269 | $2.44M | 0.02% | +551+3.3% | Added |
| Wunderlich Capital Managemnt | 17,263 | $2.43M | 1.23% | +213+1.2% | Added |
| Deltec Asset Management LLC | 17,203 | $2.43M | 0.33% | −9,000−34.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,161 | $2.42M | 1.35% | +10.0% | Added |
| Harvey Capital Management Inc | 17,150 | $2.42M | 0.80% | −2,500−12.7% | Reduced |
| Cutler Group LP | 17,127 | $2.42M | 0.18% | +17,127 | New |
| Checchi Capital Advisers, LLC | 17,118 | $2.41M | 0.30% | −482−2.7% | Reduced |
| 1st Source Bank | 17,118 | $2.41M | 0.15% | −435−2.5% | Reduced |
| West Branch Capital LLC | 17,067 | $2.41M | 1.18% | −205−1.2% | Reduced |
| Community Financial Services Group, LLC | 17,052 | $2.40M | 0.67% | −424−2.4% | Reduced |
| Telemus Capital, LLC | 17,048 | $2.40M | 0.17% | +78+0.5% | Added |
| Providence First Trust Co | 17,008 | $2.40M | 1.13% | −804−4.5% | Reduced |
| Eads & Heald Wealth Management | 16,990 | $2.40M | 1.17% | −111−0.6% | Reduced |
| Smith, Moore & Co. | 16,823 | $2.37M | 0.36% | −4,095−19.6% | Reduced |
| Hayden Royal, LLC | 16,802 | $2.37M | 1.30% | −129−0.8% | Reduced |
| Amussen Hunsaker Associates LLC | 16,769 | $2.36M | 0.68% | +136+0.8% | Added |
| BBVA USA | 16,764 | $2.36M | 0.13% | +16,764 | New |
| Monument Capital Management | 16,698 | $2.35M | 0.82% | +175+1.1% | Added |
| Golden State Equity Partners | 16,666 | $2.35M | 0.91% | +8,083+94.2% | Added |
| Meridian Wealth Management, LLC | 16,658 | $2.35M | 0.30% | −1,330−7.4% | Reduced |
| J. W. Coons Advisors, LLC | 16,658 | $2.35M | 0.83% | −1,025−5.8% | Reduced |
| Empirical Finance, LLC | 16,618 | $2.34M | 0.38% | +2,299+16.1% | Added |
| Smithfield Trust Co | 16,601 | $2.34M | 0.16% | −463−2.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,476 | $2.32M | 1.49% | −95−0.6% | Reduced |
| Hudson Capital Management LLC | 16,481 | $2.32M | 0.96% | −26−0.2% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 16,908 | $2.32M | 0.30% | +819+5.1% | Added |
| Harbor Investment Advisory, LLC | 16,414 | $2.31M | 0.31% | −814−4.7% | Reduced |
| Zurich Insurance Group Ltd | 16,400 | $2.31M | 0.03% | −2,000−10.9% | Reduced |
| Girard Partners Ltd. | 16,364 | $2.31M | 0.30% | −1,474−8.3% | Reduced |
| Greatmark Investment Partners, Inc. | 16,360 | $2.31M | 0.42% | −865−5.0% | Reduced |
| SeaCrest Wealth Management, LLC | 16,310 | $2.30M | 0.28% | −550−3.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 16,291 | $2.30M | 0.01% | −2,800−14.7% | Reduced |
| Equitable Trust Co | 16,222 | $2.29M | 0.15% | −5,020−23.6% | Reduced |
| Applied Research Investments, LLC | 16,173 | $2.28M | 0.81% | −11,035−40.6% | Reduced |
| Colony Group LLC | 16,160 | $2.28M | 0.05% | −926−5.4% | Reduced |
| Duncker Streett & Co Inc | 16,159 | $2.28M | 0.42% | −396−2.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 16,136 | $2.28M | 0.67% | +62+0.4% | Added |