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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 11,046 | $1.56M | 0.54% | +836+8.2% | Added |
| Harbor Advisors LLC | 11,000 | $1.55M | 0.31% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 10,951 | $1.54M | 0.83% | +736+7.2% | Added |
| AllGen Financial Advisors, Inc. | 10,947 | $1.54M | 1.18% | −32,648−74.9% | Reduced |
| Park National Corp | 10,936 | $1.54M | 0.06% | −207−1.9% | Reduced |
| Argent Capital Management LLC | 10,900 | $1.54M | 0.05% | 00.0% | Unchanged |
| Old Port Advisors | 10,847 | $1.53M | 0.55% | −1,149−9.6% | Reduced |
| Pegasus Asset Management, Inc. | 10,846 | $1.53M | 0.71% | +159+1.5% | Added |
| Trust Co of Oklahoma | 10,802 | $1.52M | 0.52% | −737−6.4% | Reduced |
| TrimTabs Asset Management, LLC | 10,969 | $1.52M | 0.78% | −4,165−27.5% | Reduced |
| Seven Eight Capital, LP | 10,769 | $1.52M | 0.21% | +4,129+62.2% | Added |
| West Family Investments, Inc. | 10,762 | $1.52M | 0.42% | +10,762 | New |
| First Hawaiian Bank | 10,760 | $1.52M | 0.06% | −1,863−14.8% | Reduced |
| Pettee Investors, Inc. | 10,732 | $1.51M | 0.71% | +1,015+10.4% | Added |
| AXS Investments LLC | 10,726 | $1.51M | 0.46% | +2,144+25.0% | Added |
| First National Bank & Trust Co of Newtown | 10,689 | $1.51M | 0.31% | −265−2.4% | Reduced |
| Smith Anglin Financial, LLC | 10,687 | $1.51M | 0.29% | +15+0.1% | Added |
| Eqis Capital Management, Inc. | 10,653 | $1.50M | 0.11% | −817−7.1% | Reduced |
| First PREMIER Bank | 10,644 | $1.50M | 0.43% | +265+2.6% | Added |
| Redwood Investment Management, LLC | 10,652 | $1.50M | 0.25% | +3,181+42.6% | Added |
| Twin Focus Capital Partners, LLC | 10,620 | $1.50M | 0.35% | +583+5.8% | Added |
| Fluent Financial, LLC | 10,622 | $1.50M | 0.64% | +10,622 | New |
| Navalign, LLC | 10,614 | $1.50M | 0.63% | +220+2.1% | Added |
| WealthPLAN Partners, LLC | 9,955 | $1.49M | 0.11% | −1,296−11.5% | Reduced |
| First Dallas Securities Inc. | 10,584 | $1.49M | 0.98% | +777+7.9% | Added |
| Linscomb & Williams, Inc. | 10,561 | $1.49M | 0.08% | −92−0.9% | Reduced |
| Highlander Capital Management, LLC | 10,550 | $1.49M | 0.74% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,549 | $1.49M | 0.24% | +1,639+18.4% | Added |
| Magnolia Capital Advisors LLC | 10,555 | $1.49M | 0.66% | +10,555 | New |
| Summit Financial Strategies, Inc. | 10,499 | $1.48M | 0.31% | +10,499 | New |
| Union Heritage Capital, LLC | 10,450 | $1.47M | 0.69% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 10,445 | $1.47M | 0.28% | +400+4.0% | Added |
| Spreng Capital Management, Inc. | 10,407 | $1.47M | 0.95% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 10,363 | $1.46M | 0.96% | +10,363 | New |
| Regency Capital Management Inc. | 10,326 | $1.46M | 1.10% | −5,548−35.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,283 | $1.45M | 0.48% | +1,405+15.8% | Added |
| Arden Trust Co | 10,276 | $1.45M | 0.24% | −1,473−12.5% | Reduced |
| Aldebaran Financial Inc. | 10,378 | $1.45M | 1.27% | −157−1.5% | Reduced |
| Ausdal Financial Partners, Inc. | 10,248 | $1.45M | 0.22% | +396+4.0% | Added |
| Alaethes Wealth LLC | 10,188 | $1.44M | 1.11% | −430−4.0% | Reduced |
| GFG Capital, LLC | 10,158 | $1.43M | 0.43% | +979+10.7% | Added |
| Nachman Norwood & Parrott, Inc | 10,068 | $1.42M | 0.14% | +64+0.6% | Added |
| Intrust Bank NA | 10,042 | $1.42M | 0.19% | +2,173+27.6% | Added |
| Quest Capital Management Inc | 10,032 | $1.42M | 0.28% | +80+0.8% | Added |
| Resource Management, LLC | 10,024 | $1.41M | 0.16% | −3,446−25.6% | Reduced |
| Global Trust Asset Management, LLC | 10,022 | $1.41M | 0.67% | +176+1.8% | Added |
| Credit Capital Investments LLC | 10,000 | $1.41M | 1.22% | −500−4.8% | Reduced |
| White Pine Capital LLC | 9,841 | $1.40M | 0.42% | +50+0.5% | Added |
| PFS Investments Inc. | 10,001 | $1.40M | 0.03% | +928+10.2% | Added |
| Nicholas Hoffman & Company, LLC. | 9,899 | $1.40M | 0.25% | −14−0.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,895 | $1.40M | 0.34% | −284−2.8% | Reduced |
| First National Bank of Hutchinson | 9,894 | $1.40M | 0.72% | +138+1.4% | Added |
| Gilbert & Cook, Inc. | 9,883 | $1.39M | 0.25% | −187−1.9% | Reduced |
| Jeppson Wealth Management, LLC | 9,888 | $1.39M | 0.76% | −5−0.1% | Reduced |
| Madison Wealth Management | 9,792 | $1.38M | 0.30% | +531+5.7% | Added |
| Investment Partners, Ltd. | 9,774 | $1.38M | 0.63% | +59+0.6% | Added |
| Kidder Stephen W | 9,750 | $1.37M | 0.42% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9,725 | $1.37M | 0.43% | +2,588+36.3% | Added |
| CWS Financial Advisors, LLC | 9,714 | $1.37M | 0.55% | +10.0% | Added |
| Demars Financial Group, LLC | 9,713 | $1.37M | 0.82% | +66+0.7% | Added |
| NVWM, LLC | 9,704 | $1.37M | 0.49% | −6,404−39.8% | Reduced |
| SOL Capital Management CO | 9,690 | $1.37M | 0.27% | −225−2.3% | Reduced |
| Glenview State Bank Trust Dept. | 9,612 | $1.35M | 0.41% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 9,591 | $1.35M | 0.50% | −131−1.3% | Reduced |
| Amarillo National Bank | 9,543 | $1.35M | 0.39% | −200−2.1% | Reduced |
| RSM US Wealth Management LLC | 9,465 | $1.33M | 0.07% | +4,143+77.8% | Added |
| NEXT Financial Group, Inc | 9,456 | $1.33M | 0.11% | −1,562−14.2% | Reduced |
| Coastal Investment Advisors, Inc. | 9,451 | $1.33M | 0.32% | −352−3.6% | Reduced |
| Invst, LLC | 9,417 | $1.33M | 0.22% | +404+4.5% | Added |
| Northeast Financial Consultants Inc | 9,433 | $1.33M | 0.09% | +200+2.2% | Added |
| Gratus Capital LLC | 9,428 | $1.33M | 0.15% | +30.0% | Added |
| Asset Management Corp | 9,400 | $1.33M | 0.86% | −409−4.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 9,381 | $1.32M | 0.08% | −400−4.1% | Reduced |
| Professional Planning | 9,381 | $1.32M | 0.61% | −728−7.2% | Reduced |
| Rafferty Asset Management, LLC | 9,331 | $1.32M | 0.01% | +3,399+57.3% | Added |
| Warther Private Wealth, LLC | 9,438 | $1.31M | 1.28% | +9,438 | New |
| Intersect Capital LLC | 9,307 | $1.31M | 0.23% | +2,128+29.6% | Added |
| Quadrant Private Wealth Management, LLC | 9,283 | $1.31M | 0.53% | +2,178+30.7% | Added |
| BOK Financial Private Wealth, Inc. | 9,266 | $1.31M | 0.11% | +1,203+14.9% | Added |
| Aberdeen Wealth Management LLC | 9,233 | $1.30M | 1.20% | +36+0.4% | Added |
| Altman Advisors, Inc. | 8,939 | $1.30M | 0.73% | +593+7.1% | Added |
| Magellan Asset Management Ltd | 9,196 | $1.30M | 0.00% | +1,365+17.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 9,170 | $1.29M | 0.69% | −1,945−17.5% | Reduced |
| WMS Partners, LLC | 9,109 | $1.28M | 0.19% | +9,109 | New |
| Castleview Partners, LLC | 9,088 | $1.28M | 0.56% | +9,088 | New |
| Gibraltar Capital Management, Inc. | 9,171 | $1.28M | 0.64% | 00.0% | Unchanged |
| X-Square Capital, LLC | 9,115 | $1.28M | 0.61% | +724+8.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 9,055 | $1.28M | 0.46% | −126−1.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 9,035 | $1.27M | 0.14% | +165+1.9% | Added |
| Arlington Partners LLC | 8,988 | $1.27M | 0.44% | −366−3.9% | Reduced |
| Ritholtz Wealth Management | 8,959 | $1.26M | 0.09% | +711+8.6% | Added |
| Trustco Bank Corp N Y | 8,945 | $1.26M | 1.14% | −600−6.3% | Reduced |
| Vaughan David Investments LLC | 8,944 | $1.26M | 0.04% | +144+1.6% | Added |
| Independence Bank of Kentucky | 8,913 | $1.26M | 0.56% | −27−0.3% | Reduced |
| Archer Investment Corp | 8,836 | $1.25M | 0.49% | 00.0% | Unchanged |
| Gould Asset Management LLC | 8,833 | $1.25M | 0.35% | +1,700+23.8% | Added |
| Crescent Capital Consulting, LLC | 8,792 | $1.24M | 0.23% | −124−1.4% | Reduced |
| Bridge Creek Capital Management LLC | 8,793 | $1.24M | 0.47% | +655+8.0% | Added |
| Sofos Investments, Inc. | 7,844 | $1.24M | 0.57% | +1,011+14.8% | Added |
| Bedel Financial Consulting, Inc. | 8,782 | $1.24M | 0.43% | +681+8.4% | Added |