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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 6,238 | $880.0K | 0.19% | −11−0.2% | Reduced |
| Oak Family Advisors, LLC | 6,233 | $879.0K | 0.53% | +212+3.5% | Added |
| Aj Wealth Strategies, LLC | 6,225 | $878.0K | 0.05% | +10+0.2% | Added |
| GYL Financial Synergies, LLC | 6,222 | $877.0K | 0.45% | +74+1.2% | Added |
| Carmichael Hill & Associates, Inc. | 6,197 | $874.0K | 0.49% | −32−0.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 6,198 | $874.0K | 0.33% | +95+1.6% | Added |
| Renasant Bank | 6,195 | $873.0K | 0.66% | −63−1.0% | Reduced |
| Affinity Wealth Management LLC | 6,167 | $871.0K | 0.17% | −550−8.2% | Reduced |
| Founders Financial Alliance, LLC | 6,126 | $866.0K | 0.39% | +221+3.7% | Added |
| Insight Advisors, LLC | 6,081 | $865.0K | 0.27% | −770−11.2% | Reduced |
| Financial Architects, Inc | 6,117 | $863.0K | 0.12% | +84+1.4% | Added |
| Valley Brook Capital Group | 6,115 | $862.0K | 0.82% | +2,684+78.2% | Added |
| First Foundation Advisors | 6,089 | $859.0K | 0.03% | +151+2.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,063 | $855.0K | 0.21% | −61−1.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 6,049 | $853.0K | 0.51% | +3,856+175.8% | Added |
| Murphy Pohlad Asset Management LLC | 6,035 | $851.0K | 0.34% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,028 | $850.0K | 0.09% | −75−1.2% | Reduced |
| Barings LLC | 6,023 | $849.0K | 0.02% | +1,483+32.7% | Added |
| Professional Financial Advisors, LLC | 6,176 | $848.0K | 0.47% | +115+1.9% | Added |
| Advisory Alpha, LLC | 6,012 | $848.0K | 0.07% | +6,012 | New |
| Americana Partners, LLC | 6,012 | $847.0K | 0.43% | −1,000−14.3% | Reduced |
| Green Harvest Asset Management LLC | 6,003 | $847.0K | 0.16% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 6,001 | $847.0K | 0.12% | +627+11.7% | Added |
| Colton Groome Financial Advisors, LLC | 6,001 | $846.0K | 0.39% | +6,001 | New |
| Meristem Family Wealth, LLC | 5,978 | $843.0K | 0.13% | +3,478+139.1% | Added |
| Joel Isaacson & Co., LLC | 5,968 | $842.0K | 0.07% | −1,050−15.0% | Reduced |
| Arnhold LLC | 5,971 | $842.0K | 0.10% | −36−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 5,968 | $842.0K | 0.31% | +513+9.4% | Added |
| Sage Mountain Advisors LLC | 5,967 | $841.0K | 0.14% | +404+7.3% | Added |
| Blueshift Asset Management, LLC | 5,947 | $839.0K | 0.05% | +3,926+194.3% | Added |
| Brown Advisory Securities, LLC | 5,909 | $833.0K | 0.13% | +145+2.5% | Added |
| F3Logic, LLC | 5,900 | $832.0K | 0.10% | −5,421−47.9% | Reduced |
| Clare Market Investments LLC | 5,895 | $831.5K | 0.27% | −1,686−22.2% | Reduced |
| blooom, inc. | 5,998 | $831.0K | 0.62% | +52+0.9% | Added |
| Clearview Wealth Advisors LLC | 5,882 | $830.0K | 0.51% | −42−0.7% | Reduced |
| Sheets Smith Wealth Management | 5,874 | $828.0K | 0.11% | −149−2.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 5,873 | $828.0K | 0.01% | +226+4.0% | Added |
| ZWJ Investment Counsel Inc | 5,872 | $828.0K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,517 | $828.0K | 0.20% | −52−0.9% | Reduced |
| TAP Consulting, LLC | 5,856 | $826.0K | 0.23% | −61−1.0% | Reduced |
| Waterfront Wealth Inc. | 5,826 | $822.0K | 0.39% | +101+1.8% | Added |
| Red Wave Investments LLC | 5,809 | $819.0K | 0.31% | +28+0.5% | Added |
| Cohen Lawrence B | 5,803 | $818.0K | 0.42% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 5,798 | $817.6K | 0.10% | +226+4.1% | Added |
| Old Mission Investment Co LLC | 5,789 | $816.4K | 0.33% | +354+6.5% | Added |
| TCI Wealth Advisors, Inc. | 5,788 | $816.0K | 0.14% | +177+3.2% | Added |
| Adams Chetwood Wealth Management LLC | 5,777 | $815.0K | 0.57% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 5,755 | $812.0K | 0.28% | −73−1.3% | Reduced |
| Kore Private Wealth LLC | 5,755 | $811.0K | 0.09% | +4+0.1% | Added |
| Madden Securities Corp | 5,730 | $808.0K | 0.42% | +168+3.0% | Added |
| Compton Capital Management Inc | 5,716 | $806.0K | 0.24% | +300+5.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,700 | $804.0K | 0.35% | +31+0.5% | Added |
| Cooper Financial Group | 5,696 | $803.0K | 0.16% | −293−4.9% | Reduced |
| Chicago Capital, LLC | 5,694 | $803.0K | 0.03% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 5,904 | $802.0K | 0.07% | −5,904−50.0% | Reduced |
| Strategic Investment Advisors | 5,676 | $800.0K | 0.18% | +2,223+64.4% | Added |
| Nwam LLC | 5,662 | $798.0K | 0.07% | −344−5.7% | Reduced |
| Colonial River Wealth Management, LLC | 5,647 | $796.0K | 0.57% | +244+4.5% | Added |
| Brandywine Oak Private Wealth LLC | 5,649 | $796.0K | 0.09% | +1,625+40.4% | Added |
| Financial Advisory Group | 5,636 | $795.0K | 0.19% | +182+3.3% | Added |
| Pflug Koory, LLC | 5,629 | $794.0K | 0.42% | +200+3.7% | Added |
| Sugarloaf Wealth Management, LLC | 5,558 | $794.0K | 0.22% | +147+2.7% | Added |
| Jefferies Group LLC | 5,630 | $793.9K | 0.01% | −10,439−65.0% | Reduced |
| Bar Harbor Trust Services | 5,622 | $793.0K | 0.25% | +510+10.0% | Added |
| Detalus Advisors, LLC | 5,600 | $790.0K | 0.42% | +39+0.7% | Added |
| Windsor Group LTD | 5,547 | $782.0K | 0.17% | −367−6.2% | Reduced |
| Elgethun Capital Management | 5,540 | $781.0K | 0.27% | +40+0.7% | Added |
| Financial Partners Group, Inc | 5,531 | $780.0K | 0.20% | −58−1.0% | Reduced |
| Bridgeworth, LLC | 5,534 | $780.0K | 0.22% | −33−0.6% | Reduced |
| Hoover Financial Advisors, Inc. | 5,534 | $780.0K | 0.14% | +162+3.0% | Added |
| Balentine LLC | 5,530 | $780.0K | 0.03% | +1,616+41.3% | Added |
| We Are One Seven, LLC | 5,532 | $780.0K | 0.11% | +1,714+44.9% | Added |
| Veracity Capital LLC | 5,522 | $779.0K | 0.18% | −809−12.8% | Reduced |
| Archetype Wealth Partners | 5,509 | $777.0K | 0.27% | +10.0% | Added |
| Lokken Investment Group LLC | 5,505 | $776.0K | 0.63% | +260+5.0% | Added |
| Beaumont Financial Partners, LLC | 5,478 | $773.0K | 0.06% | +203+3.8% | Added |
| Sterneck Capital Management, LLC | 5,430 | $771.0K | 0.48% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,452 | $769.0K | 0.20% | −19−0.3% | Reduced |
| DeDora Capital, Inc. | 5,452 | $769.0K | 0.34% | +63+1.2% | Added |
| Vantage Consulting Group Inc | 5,433 | $766.0K | 0.13% | +1,479+37.4% | Added |
| Cribstone Capital Management, LLC | 5,426 | $765.0K | 0.46% | +137+2.6% | Added |
| Oarsman Capital, Inc. | 5,371 | $757.0K | 0.30% | −25−0.5% | Reduced |
| Orrstown Financial Services Inc | 5,424 | $756.0K | 1.09% | −447−7.6% | Reduced |
| Mairs & Power Inc | 5,363 | $756.0K | 0.01% | +258+5.1% | Added |
| TD Capital Management LLC | 5,329 | $751.0K | 0.09% | −1,190−18.3% | Reduced |
| Canvas Wealth Advisors, LLC | 5,317 | $750.0K | 0.34% | +1,013+23.5% | Added |
| Moody Lynn & Lieberson, LLC | 5,305 | $748.0K | 0.06% | +52+1.0% | Added |
| Prescott Group Capital Management, L.L.C. | 5,294 | $747.0K | 0.21% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,227 | $745.0K | 0.06% | −1,104−17.4% | Reduced |
| Cornerstone Wealth Group, LLC | 5,273 | $745.0K | 0.15% | −75−1.4% | Reduced |
| Annapolis Financial Services, LLC | 5,266 | $743.0K | 0.25% | −432−7.6% | Reduced |
| Holderness Investments Co | 5,263 | $742.0K | 0.25% | +60+1.2% | Added |
| Foster Dykema Cabot & Co Inc | 5,227 | $737.0K | 0.09% | −177−3.3% | Reduced |
| RNC Capital Management LLC | 5,225 | $737.0K | 0.04% | +1,715+48.9% | Added |
| Evermay Wealth Management LLC | 5,198 | $733.0K | 0.14% | −50−1.0% | Reduced |
| Sunburst Financial Group, LLC | 5,199 | $733.0K | 0.47% | +65+1.3% | Added |
| San Francisco Sentry Investment Group (Ca) | 5,189 | $732.0K | 0.38% | −1,334−20.5% | Reduced |
| Grace Capital | 5,191 | $732.0K | 0.49% | −190−3.5% | Reduced |
| Prestige Wealth Management Group LLC | 5,157 | $728.0K | 0.19% | −6,153−54.4% | Reduced |
| Truehand, Inc | 5,160 | $728.0K | 0.43% | 00.0% | Unchanged |