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 |
|---|---|---|---|---|---|
| BFT Financial Group, LLC | 13,783 | $1.94M | 0.39% | +509+3.8% | Added |
| Windsor Capital Management, LLC | 13,767 | $1.94M | 0.64% | −112−0.8% | Reduced |
| Johnson Financial Group, Inc. | 13,760 | $1.94M | 0.13% | −2,522−15.5% | Reduced |
| QP Wealth Management, LLC | 13,626 | $1.92M | 1.97% | +444+3.4% | Added |
| TCW Group Inc | 13,533 | $1.91M | 0.02% | −73−0.5% | Reduced |
| Occidental Asset Management, LLC | 13,515 | $1.91M | 0.51% | +834+6.6% | Added |
| Financial Partners Capital Management LLC | 13,504 | $1.90M | 0.35% | +201+1.5% | Added |
| Spirit of America Management Corp | 13,484 | $1.90M | 0.41% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 13,459 | $1.90M | 0.09% | −264−1.9% | Reduced |
| Wambolt & Associates, LLC | 13,613 | $1.90M | 0.81% | +1,451+11.9% | Added |
| WT Wealth Management | 13,453 | $1.90M | 0.77% | +1,349+11.1% | Added |
| Stock Yards Bank & Trust Co | 13,455 | $1.90M | 0.12% | +4,636+52.6% | Added |
| Boltwood Capital Management | 13,402 | $1.89M | 0.78% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 13,384 | $1.89M | 0.44% | +952+7.7% | Added |
| Welch Group, LLC | 13,315 | $1.88M | 0.13% | −1,223−8.4% | Reduced |
| David Loasby | 13,311 | $1.88M | 0.24% | −20.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,306 | $1.88M | 0.29% | +969+7.9% | Added |
| Fred Alger Management, LLC | 13,280 | $1.87M | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 13,241 | $1.87M | 0.08% | +500+3.9% | Added |
| Heron Bay Capital Management | 13,230 | $1.87M | 1.03% | −5,406−29.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13,226 | $1.86M | 0.36% | 00.0% | Unchanged |
| Csenge Advisory Group | 13,374 | $1.86M | 0.17% | +3,088+30.0% | Added |
| Mizuho Securities USA LLC | 13,187 | $1.86M | 0.15% | −10,659−44.7% | Reduced |
| Weatherly Asset Management L. P. | 13,178 | $1.86M | 0.23% | 00.0% | Unchanged |
| Martin & Co Inc | 13,165 | $1.86M | 0.46% | −524−3.8% | Reduced |
| Ifrah Financial Services, Inc. | 13,157 | $1.85M | 0.53% | +4,836+58.1% | Added |
| Trust Co of Toledo NA | 13,009 | $1.83M | 0.31% | −40.0% | Reduced |
| Winning Points Advisors, LLC | 13,003 | $1.83M | 1.37% | −371−2.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.83M | 0.59% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 13,000 | $1.83M | 1.91% | +13,000 | New |
| FLC Capital Advisors | 12,973 | $1.83M | 0.54% | −694−5.1% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 12,920 | $1.82M | 1.60% | −1,030−7.4% | Reduced |
| Orser Capital Management, LLC | 12,820 | $1.81M | 0.95% | −200−1.5% | Reduced |
| Crumly & Associates Inc. | 12,697 | $1.79M | 0.87% | +1,094+9.4% | Added |
| Montecito Bank & Trust | 12,674 | $1.79M | 0.34% | +324+2.6% | Added |
| Deseret Mutual Benefit Administrators | 12,643 | $1.78M | 0.43% | +12,643 | New |
| Krilogy Financial LLC | 12,634 | $1.78M | 0.18% | −707−5.3% | Reduced |
| MTM Investment Management, LLC | 12,626 | $1.78M | 0.93% | −789−5.9% | Reduced |
| Farr Miller & Washington LLC | 12,620 | $1.78M | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 12,610 | $1.78M | 0.05% | −17,790−58.5% | Reduced |
| Manchester Capital Management LLC | 12,596 | $1.78M | 0.24% | −42−0.3% | Reduced |
| Harbor Financial Services, LLC | 12,558 | $1.77M | 0.75% | −469−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,526 | $1.77M | 0.48% | +582+4.9% | Added |
| Gables Capital Management Inc. | 12,509 | $1.76M | 1.21% | −5,215−29.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,506 | $1.76M | 0.09% | +9,052+262.1% | Added |
| Williams Jones Wealth Management, LLC. | 12,458 | $1.76M | 0.02% | +50+0.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 12,453 | $1.76M | 0.05% | +3,593+40.6% | Added |
| Plancorp, LLC | 12,422 | $1.75M | 0.14% | −51−0.4% | Reduced |
| Pacifica Partners Inc. | 12,620 | $1.75M | 1.33% | −9−0.1% | Reduced |
| Valmark Advisers, Inc. | 12,383 | $1.75M | 0.03% | −323−2.5% | Reduced |
| CoreFirst Bank & Trust | 12,368 | $1.74M | 1.19% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 12,312 | $1.74M | 0.03% | +141+1.2% | Added |
| Baystate Wealth Management LLC | 12,283 | $1.73M | 0.17% | +128+1.1% | Added |
| Peddock Capital Advisors, LLC | 12,142 | $1.73M | 0.61% | +194+1.6% | Added |
| Quad-Cities Investment Group, LLC | 12,265 | $1.73M | 1.18% | +52+0.4% | Added |
| ARGI Investment Services, LLC | 12,231 | $1.73M | 0.06% | +1,849+17.8% | Added |
| Pinnacle Holdings, LLC | 12,221 | $1.72M | 0.79% | −46−0.4% | Reduced |
| Sawtooth Solutions, LLC | 12,202 | $1.72M | 0.34% | +2,575+26.7% | Added |
| True North Advisors, LLC | 12,168 | $1.72M | 0.36% | +1,530+14.4% | Added |
| Nations Financial Group Inc, | 12,129 | $1.71M | 0.29% | −853−6.6% | Reduced |
| Kempen Capital Management N.V. | 14,102 | $1.70M | 0.06% | +14,102 | New |
| Argent Advisors, Inc. | 12,025 | $1.70M | 1.03% | −4,638−27.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 12,009 | $1.69M | 1.08% | −484−3.9% | Reduced |
| HawsGoodwin Investment Management LLC | 12,008 | $1.69M | 0.52% | −2,419−16.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,006 | $1.69M | 0.16% | −611−4.8% | Reduced |
| Cinctive Capital Management LP | 11,996 | $1.69M | 0.09% | +11,996 | New |
| Sunbelt Securities, Inc. | 11,945 | $1.69M | 0.30% | +209+1.8% | Added |
| Geneva Capital Management LLC | 11,944 | $1.68M | 0.03% | −49−0.4% | Reduced |
| Members Capital Advisors Inc | 11,877 | $1.68M | 1.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 11,849 | $1.67M | 0.47% | +556+4.9% | Added |
| HCR Wealth Advisors | 11,834 | $1.67M | 0.29% | −103−0.9% | Reduced |
| Hilltop Holdings Inc. | 11,754 | $1.66M | 0.19% | +544+4.9% | Added |
| Guardian Capital LP | 11,729 | $1.65M | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 11,710 | $1.65M | 0.24% | +165+1.4% | Added |
| Trust Investment Advisors | 11,709 | $1.65M | 1.46% | +205+1.8% | Added |
| Landscape Capital Management, L.L.C. | 11,678 | $1.65M | 0.20% | +6,751+137.0% | Added |
| Lavaca Capital LLC | 11,626 | $1.64M | 0.85% | +869+8.1% | Added |
| Duality Advisers, LP | 11,577 | $1.63M | 0.14% | +11,577 | New |
| Liberty One Investment Management, LLC | 11,574 | $1.63M | 0.28% | +674+6.2% | Added |
| First Financial Bank - Trust Division | 11,550 | $1.63M | 0.18% | −143−1.2% | Reduced |
| Geier Asset Management, Inc. | 11,514 | $1.62M | 1.14% | +49+0.4% | Added |
| Peterson Wealth Management | 11,477 | $1.62M | 1.29% | −1,554−11.9% | Reduced |
| Aigen Investment Management, LP | 11,466 | $1.62M | 0.28% | +11,466 | New |
| Anchor Investment Management, LLC | 11,386 | $1.61M | 0.22% | +828+7.8% | Added |
| Boston Financial Mangement LLC | 11,376 | $1.60M | 0.06% | −200−1.7% | Reduced |
| Credit Agricole S A | 11,374 | $1.60M | 0.05% | −5,815−33.8% | Reduced |
| Pitcairn Co | 11,346 | $1.60M | 0.11% | −376−3.2% | Reduced |
| KMG Fiduciary Partners, LLC | 11,312 | $1.59M | 0.28% | +33+0.3% | Added |
| First Commonwealth Financial Corp | 11,278 | $1.59M | 0.56% | +267+2.4% | Added |
| Western Wealth Management, LLC | 11,267 | $1.59M | 0.16% | +393+3.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,223 | $1.58M | 0.00% | −15−0.1% | Reduced |
| St. Johns Investment Management Company, LLC | 11,213 | $1.58M | 0.86% | +246+2.2% | Added |
| 9258 Wealth Management, LLC | 11,194 | $1.58M | 0.43% | +216+2.0% | Added |
| Orion Portfolio Solutions, LLC | 11,170 | $1.57M | 0.06% | −297−2.6% | Reduced |
| WBH Advisory Inc | 11,039 | $1.57M | 0.23% | −199−1.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 11,154 | $1.57M | 0.12% | −20−0.2% | Reduced |
| MidWestOne Financial Group, Inc. | 11,141 | $1.57M | 0.37% | +605+5.7% | Added |
| Douglas Lane & Associates, LLC | 11,094 | $1.56M | 0.02% | −37−0.3% | Reduced |
| Jump Financial, LLC | 11,057 | $1.56M | 0.15% | −3,892−26.0% | Reduced |
| Financial Advisory Service, Inc. | 11,055 | $1.56M | 0.15% | +980+9.7% | Added |