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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 7,414 | $1.04M | 0.12% | +373+5.3% | Added |
| Abacus Planning Group, Inc. | 7,387 | $1.04M | 0.32% | −840−10.2% | Reduced |
| Wealthsource Partners, LLC | 7,368 | $1.04M | 0.09% | −1,628−18.1% | Reduced |
| Am Investment Strategies LLC | 7,356 | $1.04M | 0.27% | +12+0.2% | Added |
| Bridgefront Capital, LLC | 7,351 | $1.04M | 0.39% | +7,351 | New |
| SkyView Investment Advisors, LLC | 7,624 | $1.04M | 0.48% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 7,327 | $1.03M | 0.70% | −1,480−16.8% | Reduced |
| Altium Wealth Management LLC | 7,327 | $1.03M | 0.08% | −1,225−14.3% | Reduced |
| BBR Partners, LLC | 7,325 | $1.03M | 0.08% | −793−9.8% | Reduced |
| Baker Ellis Asset Management LLC | 7,319 | $1.03M | 0.20% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 7,315 | $1.03M | 0.34% | +65+0.9% | Added |
| Biltmore Family Office, LLC | 7,306 | $1.03M | 0.29% | +37+0.5% | Added |
| Alphasimplex Group, LLC | 7,297 | $1.03M | 0.51% | 00.0% | Unchanged |
| Somerville Kurt F | 7,280 | $1.03M | 0.15% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 7,277 | $1.03M | 0.07% | +7,277 | New |
| LexAurum Advisors, LLC | 7,255 | $1.02M | 0.30% | +898+14.1% | Added |
| Inlet Private Wealth, LLC | 7,250 | $1.02M | 0.27% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 7,250 | $1.02M | 0.77% | +2,000+38.1% | Added |
| Castle Rock Wealth Management, LLC | 6,868 | $1.02M | 0.37% | −3,009−30.5% | Reduced |
| Delta Investment Management, LLC | 7,239 | $1.02M | 0.30% | +144+2.0% | Added |
| Benjamin Edwards Inc | 7,233 | $1.02M | 0.70% | +322+4.7% | Added |
| White Lighthouse Investment Management Inc. | 7,225 | $1.02M | 0.28% | −507−6.6% | Reduced |
| Cannell Peter B & Co Inc | 7,200 | $1.01M | 0.03% | +200+2.9% | Added |
| Laurion Capital Management LP | 7,200 | $1.01M | 0.02% | +7,200 | New |
| Coastal Bridge Advisors, LLC | 7,190 | $1.01M | 0.21% | +181+2.6% | Added |
| Live Oak Private Wealth LLC | 7,171 | $1.01M | 0.22% | +25+0.3% | Added |
| Wellington Shields Capital Management, LLC | 7,170 | $1.01M | 0.12% | +300+4.4% | Added |
| Intellectus Partners, LLC | 7,133 | $1.01M | 0.23% | −293−3.9% | Reduced |
| Benin Management CORP | 7,116 | $1.00M | 0.32% | +3,710+108.9% | Added |
| Disciplined Investments, LLC | 7,112 | $1.00M | 0.52% | −496−6.5% | Reduced |
| Adirondack Trust Co | 7,106 | $1.00M | 0.51% | −10−0.1% | Reduced |
| Lincoln Capital LLC | 7,089 | $1.00M | 0.28% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 7,080 | $998.0K | 0.20% | −474−6.3% | Reduced |
| PFG Advisors | 7,064 | $996.0K | 0.11% | −257−3.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,049 | $994.0K | 0.25% | −263−3.6% | Reduced |
| Ballast, Inc. | 7,054 | $994.0K | 0.42% | +1,953+38.3% | Added |
| Enterprise Financial Services Corp | 7,032 | $991.0K | 0.16% | −1,030−12.8% | Reduced |
| Pin Oak Investment Advisors Inc | 7,016 | $989.0K | 1.01% | +260+3.8% | Added |
| Liberty Capital Management, Inc. | 6,988 | $985.0K | 0.30% | 00.0% | Unchanged |
| Claro Advisors LLC | 6,977 | $984.0K | 0.44% | +253+3.8% | Added |
| Strategic Advisors LLC | 6,976 | $983.0K | 0.26% | −768−9.9% | Reduced |
| Hollencrest Capital Management | 6,946 | $980.0K | 0.09% | −1,847−21.0% | Reduced |
| Southeast Asset Advisors Inc. | 6,946 | $979.0K | 0.16% | +82+1.2% | Added |
| St. Louis Trust Co | 6,937 | $978.0K | 0.24% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 6,927 | $977.0K | 0.64% | −12−0.2% | Reduced |
| Sky Investment Group LLC | 6,930 | $977.0K | 0.22% | +556+8.7% | Added |
| Proffitt & Goodson Inc | 6,906 | $974.0K | 0.18% | −124−1.8% | Reduced |
| Menard Financial Group LLC | 6,893 | $972.0K | 0.92% | +20+0.3% | Added |
| Hobart Private Capital, LLC | 6,885 | $970.9K | 0.40% | −671−8.9% | Reduced |
| First National Bank of South Miami | 6,874 | $970.0K | 0.66% | −546−7.4% | Reduced |
| KC Investment Advisors, LLC | 6,866 | $968.0K | 0.78% | +109+1.6% | Added |
| WNY Asset Management, LLC | 6,847 | $964.0K | 0.35% | +80+1.2% | Added |
| Truadvice, LLC | 6,753 | $963.0K | 0.21% | +352+5.5% | Added |
| Warren Averett Asset Management, LLC | 6,442 | $963.0K | 0.09% | +456+7.6% | Added |
| Legacy Bridge, LLC | 6,808 | $960.0K | 0.54% | 00.0% | Unchanged |
| Eidelman Virant Capital | 6,775 | $957.0K | 0.37% | +3,325+96.4% | Added |
| Renaissance Group LLC | 6,779 | $956.0K | 0.04% | −615−8.3% | Reduced |
| Woodward Diversified Capital, LLC | 6,758 | $953.0K | 0.54% | +58+0.9% | Added |
| Marcum Wealth, LLC | 6,745 | $951.0K | 0.15% | −26−0.4% | Reduced |
| Oxbow Advisors, LLC | 6,745 | $951.0K | 0.10% | +3,326+97.3% | Added |
| Lake Street Advisors Group, LLC | 6,365 | $949.0K | 0.07% | +504+8.6% | Added |
| Highland Capital Management, LLC | 6,721 | $948.0K | 0.06% | −1,365−16.9% | Reduced |
| Papp L Roy & Associates | 6,706 | $946.0K | 0.12% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 6,695 | $944.0K | 0.05% | +1,099+19.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,668 | $940.0K | 0.46% | −718−9.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,665 | $940.0K | 0.06% | +314+4.9% | Added |
| TLWM | 6,672 | $939.0K | 0.34% | +156+2.4% | Added |
| Tempus Wealth Planning, LLC | 6,642 | $937.0K | 0.62% | +6,642 | New |
| Patriot Investment Management Inc. | 6,631 | $935.0K | 0.09% | −120−1.8% | Reduced |
| Towerpoint Wealth, LLC | 6,614 | $933.0K | 0.46% | +35+0.5% | Added |
| Great Diamond Partners, LLC | 6,621 | $933.0K | 0.26% | +88+1.3% | Added |
| Mosaic Family Wealth, LLC | 6,610 | $932.0K | 0.27% | −35−0.5% | Reduced |
| Landmark Financial Advisors, LLC | 6,612 | $932.0K | 0.45% | +108+1.7% | Added |
| Modera Wealth Management, LLC | 6,605 | $931.0K | 0.05% | −254−3.7% | Reduced |
| Valley National Advisers Inc | 6,601 | $931.0K | 0.17% | +4+0.1% | Added |
| Cozad Asset Management Inc | 6,597 | $930.0K | 0.15% | −931−12.4% | Reduced |
| ACG Wealth | 6,569 | $926.0K | 0.12% | −1,035−13.6% | Reduced |
| Boston Family Office LLC | 6,569 | $926.0K | 0.07% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 6,565 | $926.0K | 0.21% | +1,063+19.3% | Added |
| Barr E S & Co | 6,565 | $926.0K | 0.07% | +4,131+169.7% | Added |
| West Chester Capital Advisors, Inc | 6,548 | $923.0K | 0.72% | −4,249−39.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 6,539 | $922.0K | 0.19% | +286+4.6% | Added |
| Whalerock Point Partners, LLC | 6,537 | $921.8K | 0.35% | 00.0% | Unchanged |
| PSI Advisors, LLC | 6,515 | $918.0K | 0.48% | +162+2.5% | Added |
| REDW Wealth LLC | 6,466 | $912.0K | 0.29% | −212−3.2% | Reduced |
| Day & Ennis, LLC | 6,469 | $912.0K | 0.32% | +4+0.1% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,464 | $912.0K | 0.28% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,454 | $910.0K | 0.16% | +255+4.1% | Added |
| Shikiar Asset Management Inc | 6,415 | $905.0K | 0.26% | −12,455−66.0% | Reduced |
| Arkansas Financial Group, Inc. | 6,397 | $902.0K | 0.20% | +153+2.5% | Added |
| Global Financial Private Client, LLC | 6,454 | $899.2K | 0.50% | +1,040+19.2% | Added |
| Pioneer Trust Bank N A | 6,380 | $899.0K | 0.26% | −200−3.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,373 | $899.0K | 0.06% | +9+0.1% | Added |
| Fieldpoint Private Securities, LLC | 6,028 | $896.0K | 0.20% | +232+4.0% | Added |
| Merriman Wealth Management, LLC | 6,330 | $893.0K | 0.08% | +3,916+162.2% | Added |
| Foster Group, Inc. | 6,323 | $892.0K | 0.10% | +113+1.8% | Added |
| Bel Air Investment Advisors LLC | 6,312 | $890.0K | 0.03% | −4,212−40.0% | Reduced |
| Catalyst Capital Advisors LLC | 6,282 | $886.0K | 0.04% | −1,400−18.2% | Reduced |
| MJP Associates Inc | 6,284 | $886.0K | 0.30% | +2,283+57.1% | Added |
| Beaton Management Co. Inc. | 6,275 | $885.0K | 0.56% | 00.0% | Unchanged |