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 |
|---|---|---|---|---|---|
| Smith Shellnut Wilson LLC | 5,144 | $725.0K | 0.42% | −228−4.2% | Reduced |
| Oldfather Financial Services, LLC | 4,877 | $725.0K | 0.40% | +140+3.0% | Added |
| Gyon Technologies Capital Management, LP | 5,143 | $725.0K | 0.24% | +2,364+85.1% | Added |
| FDx Advisors, Inc. | 5,134 | $724.0K | 0.02% | −230−4.3% | Reduced |
| Carlson Capital Management | 5,129 | $723.0K | 0.10% | −29−0.6% | Reduced |
| DF Dent & Co Inc | 5,127 | $723.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 5,094 | $718.0K | 0.16% | +25+0.5% | Added |
| HBW Advisory Services LLC | 5,078 | $716.0K | 0.19% | −78−1.5% | Reduced |
| Stableford Capital II LLC | 5,060 | $714.0K | 0.34% | +474+10.3% | Added |
| FSB Premier Wealth Management, Inc. | 5,055 | $712.0K | 0.36% | −214−4.1% | Reduced |
| Legacy Financial Advisors, Inc. | 5,044 | $711.0K | 0.18% | +81+1.6% | Added |
| Mason Investment Advisory Services, Inc. | 5,037 | $710.3K | 0.07% | +5,037 | New |
| Old North State Trust, LLC | 5,020 | $708.0K | 0.53% | +200+4.1% | Added |
| Townsend Asset Management Corp | 5,013 | $707.0K | 0.39% | +150+3.1% | Added |
| CRA Financial Services, LLC | 5,009 | $706.0K | 0.25% | −48−0.9% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,007 | $706.0K | 0.28% | +276+5.8% | Added |
| Sanders Morris Harris LLC | 5,008 | $706.0K | 0.14% | +400+8.7% | Added |
| Insight Wealth Strategies, LLC | 5,002 | $705.0K | 0.10% | −3,770−43.0% | Reduced |
| Collective Family Office LLC | 4,997 | $705.0K | 0.30% | +250+5.3% | Added |
| Covenant Multifamily Offices, LLC | 4,997 | $705.0K | 0.13% | +1,661+49.8% | Added |
| Advisor Resource Council | 4,995 | $704.0K | 0.07% | +4,995 | New |
| Kelman-Lazarov, Inc. | 4,975 | $702.0K | 0.25% | −17−0.3% | Reduced |
| Evergreen Capital Management LLC | 4,970 | $701.0K | 0.03% | +419+9.2% | Added |
| Garrett Investment Advisors LLC | 4,965 | $700.0K | 0.22% | +236+5.0% | Added |
| Johnson Midwest Financial, LLC | 4,942 | $697.0K | 0.69% | +6+0.1% | Added |
| Boston Trust Walden Corp | 4,934 | $696.0K | 0.01% | +500+11.3% | Added |
| Advisory Resource Group | 4,905 | $692.0K | 0.28% | +20.0% | Added |
| Uncommon Cents Investing LLC | 4,907 | $692.0K | 0.28% | +2,015+69.7% | Added |
| Edge Capital Group, LLC | 4,885 | $689.0K | 0.06% | −1,052−17.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,810 | $686.0K | 0.19% | −181−3.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,860 | $685.0K | 0.05% | −200−4.0% | Reduced |
| Investors Research Corp | 4,856 | $685.0K | 0.24% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 4,853 | $684.0K | 0.35% | +3,003+162.3% | Added |
| Curbstone Financial Management Corp | 4,818 | $679.0K | 0.13% | +50+1.0% | Added |
| Merit Financial Group, LLC | 4,798 | $677.0K | 0.06% | −593−11.0% | Reduced |
| Bluestein R H & Co | 4,798 | $677.0K | 0.03% | +380+8.6% | Added |
| Phoenix Wealth Advisors | 4,821 | $675.0K | 0.49% | +136+2.9% | Added |
| Retirement Planning Group | 4,789 | $675.0K | 0.08% | +1,375+40.3% | Added |
| IMS Capital Management | 4,745 | $669.0K | 0.39% | +9+0.2% | Added |
| Axiom Financial Strategies, LLC | 4,736 | $668.0K | 0.31% | +308+7.0% | Added |
| Accurate Wealth Management, LLC | 4,737 | $668.0K | 0.59% | +4,737 | New |
| Eagle Capital Management LLC | 4,729 | $667.0K | 0.00% | +4,729 | New |
| Hills Bank & Trust Co | 4,722 | $666.0K | 0.10% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,706 | $664.0K | 0.09% | −136−2.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,701 | $663.0K | 0.05% | −15−0.3% | Reduced |
| Enlightenment Research, LLC | 4,700 | $663.0K | 0.84% | +4,700 | New |
| High Falls Advisors, Inc | 4,694 | $662.0K | 0.18% | +27+0.6% | Added |
| MEMBERS Trust Co | 4,685 | $661.0K | 0.02% | −145−3.0% | Reduced |
| 20/20 Capital Management, Inc. | 4,649 | $656.0K | 0.17% | +10.0% | Added |
| Callan Capital, LLC | 4,645 | $655.0K | 0.11% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 4,646 | $655.0K | 0.10% | +3,054+191.8% | Added |
| Trillium Asset Management, LLC | 4,629 | $653.0K | 0.02% | +161+3.6% | Added |
| Arcus Capital Partners, LLC | 4,623 | $652.0K | 0.30% | +10+0.2% | Added |
| Camden National Bank | 4,601 | $649.0K | 0.12% | −134−2.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,585 | $649.0K | 0.39% | 00.0% | Unchanged |
| Princeton Portfolio Strategies Group LLC | 4,600 | $649.0K | 0.13% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 4,596 | $648.0K | 0.18% | −723−13.6% | Reduced |
| Golden State Wealth Management, LLC | 4,586 | $647.0K | 0.14% | −467−9.2% | Reduced |
| Bremer Bank National Association | 4,581 | $646.0K | 0.14% | −71−1.5% | Reduced |
| Triangle Securities Wealth Management | 4,563 | $643.0K | 0.22% | −165−3.5% | Reduced |
| Crestwood Advisors Group LLC | 4,549 | $642.0K | 0.02% | −191−4.0% | Reduced |
| HMS Capital Management, LLC | 4,550 | $642.0K | 0.29% | +616+15.7% | Added |
| Cowa, LLC | 4,589 | $639.0K | 0.40% | −482−9.5% | Reduced |
| Austin Private Wealth, LLC | 4,534 | $639.0K | 0.15% | +208+4.8% | Added |
| Gleason Group, Inc. | 4,506 | $636.0K | 0.23% | +35+0.8% | Added |
| Oak Asset Management, LLC | 4,507 | $636.0K | 0.27% | +4,507 | New |
| Berman Capital Advisors, LLC | 4,499 | $634.0K | 0.10% | +866+23.8% | Added |
| Tributary Capital Management, LLC | 4,490 | $633.0K | 0.05% | −100−2.2% | Reduced |
| RMB Capital Management, LLC | 4,489 | $633.0K | 0.02% | +757+20.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,480 | $632.0K | 0.01% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 4,477 | $631.0K | 0.13% | +115+2.6% | Added |
| Howard Capital Management Group, LLC | 4,462 | $629.0K | 0.06% | 00.0% | Unchanged |
| South Shore Capital Advisors | 4,458 | $629.0K | 1.13% | +36+0.8% | Added |
| FinTrust Capital Advisors, LLC | 4,462 | $629.0K | 0.17% | +466+11.7% | Added |
| Verity & Verity, LLC | 4,453 | $628.0K | 0.10% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 4,437 | $626.0K | 0.21% | +75+1.7% | Added |
| XML Financial, LLC | 4,433 | $625.0K | 0.14% | +20+0.5% | Added |
| Compton Wealth Advisory Group, LLC | 4,424 | $624.0K | 0.29% | +32+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,421 | $623.0K | 0.17% | +2,080+88.9% | Added |
| Keudell/Morrison Wealth Management | 4,413 | $622.0K | 0.34% | +277+6.7% | Added |
| Maltin Wealth Management, Inc. | 4,408 | $622.0K | 0.38% | +713+19.3% | Added |
| NSI Retail Advisors, LLC | 4,413 | $622.0K | 0.09% | +4,413 | New |
| Kimelman & Baird, LLC | 4,389 | $619.0K | 0.06% | +4,389 | New |
| Engine No. 1 LLC | 4,380 | $618.0K | 0.17% | +4,380 | New |
| Tradewinds Capital Management, LLC | 4,367 | $616.0K | 0.11% | −47−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 4,389 | $616.0K | 0.03% | +778+21.5% | Added |
| Fulcrum Equity Management | 4,363 | $615.0K | 0.23% | +34+0.8% | Added |
| Aspiriant, LLC | 4,345 | $614.0K | 0.03% | +237+5.8% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,332 | $611.0K | 0.22% | −400−8.5% | Reduced |
| BTR Capital Management Inc | 4,330 | $611.0K | 0.08% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4,328 | $610.0K | 0.20% | +968+28.8% | Added |
| Cypress Capital Management LLC | 4,308 | $608.0K | 0.08% | +32+0.7% | Added |
| Lee Financial Co | 4,292 | $605.0K | 0.13% | −9−0.2% | Reduced |
| Jackson Square Capital, LLC | 4,283 | $604.0K | 0.19% | −16−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,275 | $604.0K | 0.38% | 00.0% | Unchanged |
| E&G Advisors, LP | 0 | $602.0K | 0.16% | −4,072−100.0% | Reduced |
| Golden Green, Inc. | 4,264 | $601.0K | 0.46% | −39−0.9% | Reduced |
| Souders Financial Advisors | 4,248 | $599.0K | 0.20% | +536+14.4% | Added |
| Pathstone Family Office, LLC | 4,249 | $599.0K | 0.02% | +1,499+54.5% | Added |
| Private Wealth Strategies, L.L.C. | 4,208 | $593.0K | 0.15% | +10+0.2% | Added |