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 |
|---|---|---|---|---|---|
| CMG Global Holdings, LLC | 8,771 | $1.24M | 0.93% | +17+0.2% | Added |
| LCM Capital Management Inc | 8,768 | $1.24M | 1.03% | −24−0.3% | Reduced |
| Wellington Shields & Co., LLC | 8,735 | $1.23M | 0.41% | +36+0.4% | Added |
| Virtue Capital Management, LLC | 8,723 | $1.23M | 0.25% | −178−2.0% | Reduced |
| Founders Financial Securities LLC | 8,702 | $1.23M | 0.24% | +457+5.5% | Added |
| Rathbone Brothers plc | 8,697 | $1.23M | 0.01% | −508−5.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,641 | $1.22M | 0.53% | −150−1.7% | Reduced |
| Compagnie Lombard Odier SCmA | 8,673 | $1.22M | 0.03% | −255−2.9% | Reduced |
| Gladstone Institutional Advisory LLC | 8,654 | $1.22M | 0.15% | +2,169+33.4% | Added |
| Tectonic Advisors LLC | 8,644 | $1.22M | 0.25% | +350+4.2% | Added |
| Altfest L J & Co Inc | 8,614 | $1.22M | 0.26% | −3,919−31.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 8,597 | $1.21M | 0.11% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,587 | $1.21M | 0.11% | −1,749−16.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,585 | $1.21M | 0.67% | +600+7.5% | Added |
| Winthrop Advisory Group LLC | 8,567 | $1.21M | 0.27% | −277−3.1% | Reduced |
| Occudo Quantitative Strategies LP | 8,555 | $1.21M | 0.18% | −9,692−53.1% | Reduced |
| Avidian Wealth Solutions, LLC | 8,549 | $1.21M | 0.09% | −52−0.6% | Reduced |
| Accretive Wealth Partners, LLC | 8,554 | $1.21M | 0.87% | +887+11.6% | Added |
| CMT Capital Markets Trading GmbH | 8,555 | $1.21M | 0.53% | +6,514+319.2% | Added |
| Chilton Capital Management LLC | 8,478 | $1.20M | 0.07% | +1,087+14.7% | Added |
| Wealth Quarterback LLC | 8,469 | $1.20M | 0.73% | +8,469 | New |
| Logan Capital Management Inc | 8,446 | $1.19M | 0.06% | −633−7.0% | Reduced |
| Gray Wealth Management Inc. | 8,455 | $1.19M | 0.69% | −6−0.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 8,454 | $1.19M | 0.39% | +803+10.5% | Added |
| Cim Investment Mangement Inc | 8,420 | $1.19M | 0.37% | −45−0.5% | Reduced |
| Birmingham Capital Management Co Inc | 8,405 | $1.19M | 0.43% | 00.0% | Unchanged |
| Dillon & Associates Inc | 8,390 | $1.18M | 0.23% | 00.0% | Unchanged |
| Monetary Management Group Inc | 8,386 | $1.18M | 0.36% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 8,379 | $1.18M | 0.17% | +25+0.3% | Added |
| First Heartland Consultants, Inc. | 8,376 | $1.18M | 0.18% | +75+0.9% | Added |
| Chesapeake Wealth Management | 8,339 | $1.18M | 0.38% | −3,432−29.2% | Reduced |
| Brighton Jones LLC | 8,340 | $1.18M | 0.06% | −356−4.1% | Reduced |
| Apollon Wealth Management, LLC | 8,340 | $1.18M | 0.21% | −165−1.9% | Reduced |
| Keystone Financial Group | 8,338 | $1.18M | 0.21% | +109+1.3% | Added |
| McDonald Partners LLC | 8,331 | $1.18M | 0.28% | −158−1.9% | Reduced |
| Blue Chip Partners, Inc. | 8,294 | $1.17M | 0.17% | +76+0.9% | Added |
| Moab Capital Partners LLC | 8,279 | $1.17M | 2.75% | – | – |
| First Command Bank | 8,279 | $1.17M | 0.13% | −328−3.8% | Reduced |
| First Command Financial Services, Inc. | 8,279 | $1.17M | 0.13% | −328−3.8% | Reduced |
| Lumature Wealth Partners, LLC | 8,243 | $1.16M | 0.48% | +883+12.0% | Added |
| RB Capital Management, LLC | 8,234 | $1.16M | 0.45% | +963+13.2% | Added |
| Ayalon Holdings Ltd. | 8,307 | $1.16M | 0.39% | +260+3.2% | Added |
| Atlantic Union Bankshares Corp | 8,187 | $1.15M | 0.11% | +3,400+71.0% | Added |
| Ami Investment Management Inc | 8,177 | $1.15M | 0.47% | −395−4.6% | Reduced |
| Reilly Financial Advisors, LLC | 8,176 | $1.15M | 0.09% | +1,187+17.0% | Added |
| Main Street Research LLC | 8,163 | $1.15M | 0.09% | −134,068−94.3% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 8,157 | $1.15M | 0.85% | +341+4.4% | Added |
| Evanson Asset Management, LLC | 8,145 | $1.15M | 0.12% | −84−1.0% | Reduced |
| Neville Rodie & Shaw Inc | 8,141 | $1.15M | 0.09% | −50−0.6% | Reduced |
| Atlas Capital Advisors LLC | 8,134 | $1.15M | 0.19% | −66−0.8% | Reduced |
| Cornerstone Investment Partners, LLC | 8,106 | $1.14M | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,108 | $1.14M | 0.03% | +155+1.9% | Added |
| Doliver Advisors, LP | 8,100 | $1.14M | 0.38% | +1,368+20.3% | Added |
| Focused Wealth Management, Inc | 8,090 | $1.14M | 0.19% | +120+1.5% | Added |
| LeJeune Puetz Investment Counsel LLC | 8,065 | $1.14M | 0.42% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 8,022 | $1.13M | 0.44% | +406+5.3% | Added |
| Paradigm Asset Management Co LLC | 8,000 | $1.13M | 0.29% | 00.0% | Unchanged |
| Glovista Investments LLC | 7,975 | $1.13M | 0.27% | −2,750−25.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,930 | $1.12M | 0.83% | +7,930 | New |
| CVA Family Office, LLC | 7,900 | $1.11M | 0.32% | +757+10.6% | Added |
| Essex Financial Services, Inc. | 8,196 | $1.11M | 0.16% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 7,895 | $1.11M | 0.11% | +443+5.9% | Added |
| Birch Hill Investment Advisors LLC | 7,849 | $1.11M | 0.06% | −1,000−11.3% | Reduced |
| Home Federal Bank of Tennessee | 7,827 | $1.10M | 0.40% | +123+1.6% | Added |
| YorkBridge Wealth Partners, LLC | 7,814 | $1.10M | 0.29% | −1,225−13.6% | Reduced |
| Marino, Stram & Associates LLC | 7,814 | $1.10M | 0.29% | +3,892+99.2% | Added |
| Traynor Capital Management, Inc. | 7,860 | $1.10M | 0.15% | −2,108−21.1% | Reduced |
| Fort, L.P. | 7,799 | $1.10M | 0.32% | −3,418−30.5% | Reduced |
| Courier Capital LLC | 7,772 | $1.10M | 0.10% | −1,070−12.1% | Reduced |
| Secure Asset Management, LLC | 7,767 | $1.09M | 0.56% | +557+7.7% | Added |
| Ancora Advisors, LLC | 7,759 | $1.09M | 0.03% | +59+0.8% | Added |
| GoalVest Advisory LLC | 7,761 | $1.09M | 0.68% | +367+5.0% | Added |
| AIA Group Ltd | 7,739 | $1.09M | 0.08% | +2,414+45.3% | Added |
| Cornerstone Advisory, LLC | 7,720 | $1.09M | 0.18% | −348−4.3% | Reduced |
| PBMares Wealth Management LLC | 7,671 | $1.08M | 0.59% | +10.0% | Added |
| Patten Group, Inc. | 7,646 | $1.08M | 0.32% | +2,036+36.3% | Added |
| PRW Wealth Management LLC | 7,646 | $1.08M | 0.32% | +7,646 | New |
| AlphaStar Capital Management, LLC | 7,636 | $1.08M | 0.14% | +5,482+254.5% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 7,631 | $1.08M | 1.11% | +1,504+24.5% | Added |
| Narwhal Capital Management | 7,626 | $1.07M | 0.14% | −418−5.2% | Reduced |
| Focus Financial Network, Inc. | 7,586 | $1.07M | 0.14% | −126−1.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,559 | $1.07M | 0.82% | +451+6.3% | Added |
| Platform Technology Partners | 7,557 | $1.07M | 0.44% | +7,557 | New |
| American State Bank (Iowa) | 7,546 | $1.06M | 0.83% | +225+3.1% | Added |
| Triton Wealth Management, PLLC | 7,098 | $1.06M | 0.61% | +1,247+21.3% | Added |
| Calton & Associates, Inc. | 7,552 | $1.06M | 0.20% | −349−4.4% | Reduced |
| Oxinas Partners Wealth Management LLC | 7,522 | $1.06M | 0.61% | +6+0.1% | Added |
| Atlas Brown,Inc. | 7,500 | $1.06M | 0.46% | −750−9.1% | Reduced |
| Institute for Wealth Management, LLC. | 7,506 | $1.06M | 0.19% | +178+2.4% | Added |
| Kesler, Norman & Wride, LLC | 7,415 | $1.06M | 0.24% | −20.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,480 | $1.05M | 0.26% | +846+12.8% | Added |
| Asset Management Group, Inc. | 7,476 | $1.05M | 0.22% | −229−3.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,471 | $1.05M | 0.12% | +310+4.3% | Added |
| Icon Wealth Partners, LLC | 7,456 | $1.05M | 0.11% | +1,482+24.8% | Added |
| Certified Advisory Corp | 7,453 | $1.05M | 0.26% | +1,636+28.1% | Added |
| Claraphi Advisory Network, LLC | 7,446 | $1.05M | 0.32% | −2,029−21.4% | Reduced |
| Spotlight Asset Group, Inc. | 7,449 | $1.05M | 0.40% | +167+2.3% | Added |
| WealthShield Partners, LLC | 7,448 | $1.05M | 0.16% | +474+6.8% | Added |
| Peoples Financial Services Corp. | 7,440 | $1.05M | 0.44% | +75+1.0% | Added |
| Inscription Capital, LLC | 7,414 | $1.04M | 0.12% | −17,666−70.4% | Reduced |