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 |
|---|---|---|---|---|---|
| Change Path, LLC | 16,116 | $2.27M | 0.14% | +639+4.1% | Added |
| Cito Capital Group, LLC | 16,100 | $2.27M | 1.02% | +100+0.6% | Added |
| Allworth Financial LP | 16,078 | $2.27M | 0.04% | +38+0.2% | Added |
| MD Financial Management Inc. | 16,069 | $2.27M | 0.06% | +16,069 | New |
| Hudson Value Partners, LLC | 16,035 | $2.26M | 1.25% | +100+0.6% | Added |
| Ledyard National Bank | 16,031 | $2.26M | 0.23% | −170−1.0% | Reduced |
| Marshall Wace Asia Ltd | 15,928 | $2.25M | 0.05% | +15,928 | New |
| Northstar Group, Inc. | 15,916 | $2.24M | 0.59% | −182−1.1% | Reduced |
| Vident Investment Advisory, LLC | 15,892 | $2.24M | 0.07% | −38,317−70.7% | Reduced |
| Dynamic Advisor Solutions LLC | 15,836 | $2.23M | 0.18% | +1,885+13.5% | Added |
| Security National Bank of So Dak | 15,819 | $2.23M | 1.71% | +1,329+9.2% | Added |
| Quattro Financial Advisors LLC | 15,754 | $2.23M | 0.59% | +2,623+20.0% | Added |
| Guardian Investment Management | 15,779 | $2.23M | 1.52% | +3,250+25.9% | Added |
| Laurel Wealth Advisors, Inc. | 15,767 | $2.22M | 0.29% | +1,122+7.7% | Added |
| Budros, Ruhlin & Roe, Inc. | 15,698 | $2.21M | 0.24% | −99−0.6% | Reduced |
| Summit X, LLC | 15,729 | $2.21M | 0.56% | +158+1.0% | Added |
| Sepio Capital, LP | 15,629 | $2.20M | 0.18% | −361−2.3% | Reduced |
| Maryland Capital Management | 15,590 | $2.20M | 0.13% | +853+5.8% | Added |
| Pinkerton Retirement Specialists, LLC | 15,568 | $2.19M | 0.42% | +689+4.6% | Added |
| Huber Capital Management LLC | 15,555 | $2.19M | 0.56% | −7,700−33.1% | Reduced |
| Bank of Stockton | 15,548 | $2.19M | 0.66% | −247−1.6% | Reduced |
| Successful Portfolios LLC | 15,553 | $2.19M | 1.33% | +297+1.9% | Added |
| Sovarnum Capital L.P. | 15,500 | $2.19M | 1.38% | −3,500−18.4% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.19M | 0.10% | 00.0% | Unchanged |
| IFG Advisory, LLC | 15,499 | $2.19M | 0.24% | −2,475−13.8% | Reduced |
| Wolff Wiese Magana LLC | 15,491 | $2.19M | 1.56% | +62+0.4% | Added |
| Cipher Capital LP | 15,477 | $2.18M | 1.20% | +1,028+7.1% | Added |
| Flagship Harbor Advisors, LLC | 15,445 | $2.18M | 0.23% | +561+3.8% | Added |
| Naples Global Advisors, LLC | 15,447 | $2.18M | 0.30% | +718+4.9% | Added |
| Oak Grove Capital LLC | 15,431 | $2.18M | 0.50% | −41,751−73.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,425 | $2.17M | 0.84% | +790+5.4% | Added |
| Sculati Wealth Management, LLC | 15,410 | $2.17M | 1.15% | +196+1.3% | Added |
| Ossiam | 15,223 | $2.17M | 0.06% | −14,910−49.5% | Reduced |
| Kensington Investment Counsel, LLC | 15,391 | $2.17M | 1.49% | +566+3.8% | Added |
| Hollow Brook Wealth Management LLC | 15,378 | $2.17M | 1.35% | +132+0.9% | Added |
| Wealth Alliance Advisory Group, LLC | 15,380 | $2.17M | 1.06% | +311+2.1% | Added |
| Quantitative Systematic Strategies LLC | 15,347 | $2.16M | 0.76% | +15,347 | New |
| AdvisorNet Financial, Inc | 15,307 | $2.16M | 0.14% | −872−5.4% | Reduced |
| Vigilare Wealth Management | 15,293 | $2.16M | 1.31% | +3,633+31.2% | Added |
| Optimum Investment Advisors | 15,243 | $2.15M | 0.67% | −1,341−8.1% | Reduced |
| Providence Wealth Advisors, LLC | 15,236 | $2.13M | 1.46% | +48+0.3% | Added |
| CAPROCK Group, Inc. | 15,080 | $2.13M | 0.19% | +396+2.7% | Added |
| Jaffetilchin Investment Partners, LLC | 14,910 | $2.13M | 0.15% | +5,761+63.0% | Added |
| Hengehold Capital Management LLC | 15,071 | $2.13M | 0.28% | +990+7.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.12M | 1.51% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.12M | 0.59% | 00.0% | Unchanged |
| Canal Insurance CO | 15,000 | $2.12M | 0.75% | 00.0% | Unchanged |
| Park Circle Co | 15,000 | $2.12M | 1.69% | 00.0% | Unchanged |
| NTV Asset Management LLC | 14,991 | $2.11M | 0.37% | −1,000−6.3% | Reduced |
| Johanson Financial Advisors, Inc. | 14,889 | $2.11M | 0.71% | +262+1.8% | Added |
| Choate Investment Advisors | 14,941 | $2.11M | 0.13% | −387−2.5% | Reduced |
| Duff & Phelps Investment Management Co | 14,870 | $2.10M | 0.03% | −1,365−8.4% | Reduced |
| StoneX Group Inc. | 14,872 | $2.10M | 0.31% | −188−1.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 14,841 | $2.09M | 0.96% | +123+0.8% | Added |
| Flputnam Investment Management Co | 14,819 | $2.09M | 0.07% | −10,409−41.3% | Reduced |
| Carroll Financial Associates, Inc. | 14,817 | $2.09M | 0.12% | −146−1.0% | Reduced |
| Keebeck Wealth Management, LLC | 14,804 | $2.09M | 0.30% | +596+4.2% | Added |
| Trexquant Investment LP | 14,755 | $2.08M | 0.18% | +14,755 | New |
| Waddell & Associates, LLC | 14,692 | $2.07M | 0.36% | +14,692 | New |
| Capula Management Ltd | 14,651 | $2.07M | 0.38% | −45,499−75.6% | Reduced |
| HighTower Trust Services, LTA | 14,648 | $2.07M | 0.25% | −23,262−61.4% | Reduced |
| Chesley Taft & Associates LLC | 14,651 | $2.07M | 0.12% | −4,300−22.7% | Reduced |
| Ironwood Investment Counsel, LLC | 14,637 | $2.06M | 0.55% | −552−3.6% | Reduced |
| Mission Wealth Management, LP | 14,637 | $2.06M | 0.11% | +101+0.7% | Added |
| Security National Bank of Sioux City Iowa | 14,623 | $2.06M | 1.62% | −816−5.3% | Reduced |
| Kinloch Capital, LLC | 14,601 | $2.06M | 1.48% | +99+0.7% | Added |
| Financial Advocates Investment Management | 14,555 | $2.05M | 0.15% | −1,368−8.6% | Reduced |
| Parkside Financial Bank & Trust | 14,555 | $2.05M | 0.59% | −202−1.4% | Reduced |
| Jones Financial Companies LLLP | 14,541 | $2.05M | 0.00% | −43,168−74.8% | Reduced |
| Allred Capital Management, LLC | 14,514 | $2.05M | 1.01% | +366+2.6% | Added |
| Trust Co of Virginia | 14,885 | $2.04M | 0.22% | +185+1.3% | Added |
| Legato Capital Management LLC | 14,479 | $2.04M | 0.29% | +14,479 | New |
| Lakeview Capital Partners, LLC | 14,415 | $2.03M | 0.89% | −2,405−14.3% | Reduced |
| Motley Fool Wealth Management, LLC | 14,349 | $2.02M | 0.09% | +638+4.7% | Added |
| Baker Tilly Wealth Management, LLC | 14,300 | $2.02M | 0.33% | +1,027+7.7% | Added |
| Abbrea Capital, LLC | 14,274 | $2.01M | 0.30% | +370+2.7% | Added |
| CFM Wealth Partners LLC | 14,271 | $2.01M | 0.53% | +325+2.3% | Added |
| Aspen Investment Management Inc | 14,240 | $2.01M | 1.05% | −60.0% | Reduced |
| Bangor Savings Bank | 14,215 | $2.00M | 0.22% | −403−2.8% | Reduced |
| Quadrant Capital Group LLC | 14,206 | $2.00M | 0.29% | −95−0.7% | Reduced |
| Boenning & Scattergood, Inc. | 14,194 | $2.00M | 0.35% | +526+3.8% | Added |
| North Star Investment Management Corp. | 14,174 | $2.00M | 0.16% | −271−1.9% | Reduced |
| Sentry Investment Management LLC | 14,144 | $2.00M | 0.51% | −539−3.7% | Reduced |
| Verity Asset Management, Inc. | 14,130 | $1.99M | 1.09% | +291+2.1% | Added |
| Sterling Investment Management, Inc. | 14,114 | $1.99M | 1.30% | −2,051−12.7% | Reduced |
| Essex Savings Bank | 14,008 | $1.99M | 0.77% | +84+0.6% | Added |
| ProVise Management Group, LLC | 14,094 | $1.99M | 0.20% | −547−3.7% | Reduced |
| Qtron Investments LLC | 14,073 | $1.99M | 0.50% | −1,038−6.9% | Reduced |
| Bailard, Inc. | 14,026 | $1.98M | 0.07% | −5,769−29.1% | Reduced |
| Front Row Advisors LLC | 13,144 | $1.97M | 0.81% | −3,422−20.7% | Reduced |
| Arete Wealth Advisors, LLC | 17,279 | $1.97M | 0.28% | +886+5.4% | Added |
| McMillion Capital Management Inc | 13,957 | $1.97M | 1.07% | +13,957 | New |
| Canandaigua National Corp | 13,914 | $1.96M | 0.32% | −73−0.5% | Reduced |
| Hartford Financial Management Inc. | 13,911 | $1.96M | 0.49% | +493+3.7% | Added |
| Wintrust Investments LLC | 13,883 | $1.96M | 0.20% | +257+1.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,866 | $1.96M | 0.65% | +629+4.8% | Added |
| ICW Investment Advisors LLC | 13,857 | $1.95M | 1.28% | +194+1.4% | Added |
| American National Registered Investment Advisor, Inc. | 13,836 | $1.95M | 0.70% | −154−1.1% | Reduced |
| Roman Butler Fullerton & Co | 13,820 | $1.95M | 0.95% | +15+0.1% | Added |
| MV Capital Management, Inc. | 13,816 | $1.95M | 0.33% | +881+6.8% | Added |