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 |
|---|---|---|---|---|---|
| Aspireon Wealth Advisors | 4,206 | $593.0K | 0.38% | +3,606+601.0% | Added |
| Eagle Ridge Investment Management | 4,188 | $591.0K | 0.07% | −12−0.3% | Reduced |
| Laird Norton Trust Company, LLC | 4,187 | $590.0K | 0.06% | −1,899−31.2% | Reduced |
| Hallmark Capital Management Inc | 4,183 | $590.0K | 0.05% | −10−0.2% | Reduced |
| V2 Financial group LLC | 4,182 | $589.7K | 0.50% | −800−16.1% | Reduced |
| Baldwin Investment Management, LLC | 4,180 | $589.0K | 0.10% | −800−16.1% | Reduced |
| Donaldson Capital Management, LLC | 4,180 | $589.0K | 0.03% | −324−7.2% | Reduced |
| Summit Financial Group Inc | 4,175 | $589.0K | 0.22% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 4,168 | $587.8K | 0.33% | +749+21.9% | Added |
| Kings Point Capital Management | 4,165 | $587.0K | 0.05% | +107+2.6% | Added |
| Nicolet Bankshares Inc | 4,142 | $584.0K | 0.15% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 4,135 | $583.0K | 0.07% | −243−5.6% | Reduced |
| Personal Cfo Solutions, LLC | 4,136 | $583.0K | 0.12% | +694+20.2% | Added |
| Copperwynd Financial, LLC | 4,127 | $582.0K | 0.25% | +104+2.6% | Added |
| Paragon Capital Management Ltd | 4,123 | $581.0K | 0.27% | +10.0% | Added |
| Zions Bancorporation, N.A. | 4,120 | $581.0K | 0.06% | +354+9.4% | Added |
| Pictet & Cie (Europe) SA | 4,100 | $578.0K | 0.02% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,100 | $578.0K | 0.12% | +10.0% | Added |
| Lake Street Financial LLC | 4,144 | $577.0K | 0.15% | −369−8.2% | Reduced |
| Ahrens Investment Partners LLC | 4,094 | $577.0K | 0.27% | −24−0.6% | Reduced |
| Consolidated Planning Corp | 4,071 | $574.0K | 0.42% | +15+0.4% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 4,063 | $573.0K | 0.19% | 00.0% | Unchanged |
| Hudock, Inc. | 4,066 | $573.0K | 0.17% | +113+2.9% | Added |
| Central Bank & Trust Co | 4,059 | $572.0K | 0.09% | −2,259−35.8% | Reduced |
| Barber Financial Group, Inc. | 4,055 | $572.0K | 0.08% | −377−8.5% | Reduced |
| Canal Capital Management, LLC | 4,054 | $572.0K | 0.17% | +7+0.2% | Added |
| Teamwork Financial Advisors, LLC | 4,033 | $569.0K | 0.12% | +4,033 | New |
| Forte Capital LLC | 4,031 | $568.0K | 0.08% | +48+1.2% | Added |
| Tiemann Investment Advisors, LLC | 4,023 | $567.0K | 0.27% | −25−0.6% | Reduced |
| Court Place Advisors, LLC | 4,020 | $567.0K | 0.17% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,024 | $567.0K | 0.33% | +70+1.8% | Added |
| Clarkston Capital Partners, LLC | 4,003 | $565.0K | 0.01% | −70−1.7% | Reduced |
| Bramshill Investments, LLC | 4,003 | $565.0K | 0.04% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 4,027 | $565.0K | 0.28% | +31+0.8% | Added |
| Chicago Trust Co NA | 4,008 | $565.0K | 0.13% | +305+8.2% | Added |
| Clal Insurance Enterprises Holdings Ltd | 4,000 | $564.0K | 0.01% | 00.0% | Unchanged |
| MYDA Advisors LLC | 4,000 | $564.0K | 0.16% | +4,000 | New |
| 55I, LLC | 3,987 | $562.0K | 0.02% | +762+23.6% | Added |
| Arbor Investment Advisors, LLC | 3,950 | $557.0K | 0.12% | 00.0% | Unchanged |
| First Horizon Corp | 3,944 | $556.0K | 0.05% | −308−7.2% | Reduced |
| Paulson Wealth Management Inc. | 3,944 | $556.0K | 0.27% | +100+2.6% | Added |
| Heck Capital Advisors, LLC | 3,932 | $554.5K | 0.11% | +54+1.4% | Added |
| Cable Hill Partners, LLC | 3,917 | $552.0K | 0.13% | −849−17.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,893 | $549.0K | 0.05% | −104−2.6% | Reduced |
| Foundation Resource Management Inc | 3,890 | $549.0K | 0.12% | −66−1.7% | Reduced |
| Sara-Bay Financial | 3,887 | $549.0K | 0.21% | +91+2.4% | Added |
| Klingenstein Fields & Co LP | 3,882 | $547.0K | 0.02% | −140−3.5% | Reduced |
| Resource Planning Group | 3,876 | $547.0K | 0.32% | +605+18.5% | Added |
| Legacy Wealth Planning, LLC | 3,862 | $545.0K | 0.62% | −300−7.2% | Reduced |
| Exane Derivatives | 3,863 | $543.1K | 0.13% | +723+23.0% | Added |
| Grimes & Company, Inc. | 3,849 | $543.0K | 0.02% | +74+2.0% | Added |
| Davis R M Inc | 3,845 | $542.0K | 0.01% | −75−1.9% | Reduced |
| Strategic Wealth Management Group, LLC | 3,837 | $541.0K | 0.20% | −163−4.1% | Reduced |
| Mosaic Advisors LLC | 3,834 | $541.0K | 0.35% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 3,829 | $540.0K | 0.27% | −343−8.2% | Reduced |
| Creative Financial Designs Inc | 3,832 | $540.0K | 0.09% | +486+14.5% | Added |
| Caliber Wealth Management, LLC | 3,824 | $539.0K | 0.38% | −7,793−67.1% | Reduced |
| Green Square Capital Advisors LLC | 3,817 | $538.0K | 0.15% | +23+0.6% | Added |
| LCNB Corp | 3,816 | $538.0K | 0.27% | +375+10.9% | Added |
| Jackson Wealth Management, LLC | 3,805 | $537.0K | 0.07% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,799 | $536.0K | 0.11% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 3,791 | $535.0K | 0.19% | −481−11.3% | Reduced |
| Shufro Rose & Co LLC | 3,795 | $535.0K | 0.04% | +42+1.1% | Added |
| Fortem Financial Group, LLC | 3,772 | $532.0K | 0.27% | +159+4.4% | Added |
| MCF Advisors LLC | 3,772 | $532.0K | 0.05% | +494+15.1% | Added |
| Newman Dignan & Sheerar, Inc. | 3,761 | $530.0K | 0.18% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,756 | $530.0K | 0.29% | +69+1.9% | Added |
| N.E.W. Advisory Services LLC | 3,772 | $530.0K | 0.09% | +117+3.2% | Added |
| Ami Asset Management Corp | 3,755 | $530.0K | 0.03% | +221+6.3% | Added |
| Mma Asset Management LLC | 3,712 | $523.0K | 0.40% | +77+2.1% | Added |
| Acorn Financial Advisory Services Inc | 3,704 | $523.0K | 0.15% | +116+3.2% | Added |
| Corbett Road Capital Management, LLC | 3,702 | $522.0K | 0.92% | −467−11.2% | Reduced |
| JFS Wealth Advisors, LLC | 3,702 | $522.0K | 0.08% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,698 | $521.0K | 0.24% | +29+0.8% | Added |
| Syverson Strege & Co | 3,677 | $519.0K | 0.46% | +16+0.4% | Added |
| Hall Laurie J Trustee | 3,630 | $512.0K | 0.19% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,627 | $511.0K | 0.08% | +97+2.7% | Added |
| Derbend Asset Management | 3,626 | $511.0K | 0.48% | +3,626 | New |
| LS Investment Advisors, LLC | 3,610 | $509.0K | 0.06% | −58,184−94.2% | Reduced |
| Avalon Investment & Advisory | 3,597 | $507.0K | 0.01% | +200+5.9% | Added |
| Garrison Asset Management, LLC | 3,591 | $506.0K | 0.31% | −5−0.1% | Reduced |
| S.A. Mason LLC | 3,586 | $506.0K | 0.35% | +7+0.2% | Added |
| ELCO Management Co., LLC | 3,580 | $505.0K | 0.37% | −215−5.7% | Reduced |
| Private Portfolio Partners LLC | 3,577 | $504.4K | 0.15% | +71+2.0% | Added |
| Hoylecohen, LLC | 3,570 | $503.0K | 0.05% | −25−0.7% | Reduced |
| Grace & White Inc | 3,550 | $501.0K | 0.09% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,478 | $501.0K | 0.27% | +200+6.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,551 | $501.0K | 0.02% | +3,551 | New |
| Sabal Trust CO | 3,544 | $500.0K | 0.04% | −1,160−24.7% | Reduced |
| Mayfair Advisory Group, LLC | 3,538 | $499.0K | 0.79% | +25+0.7% | Added |
| Gladius Capital Management LP | 3,516 | $496.0K | 0.18% | −26,407−88.2% | Reduced |
| KWB Wealth | 3,654 | $496.0K | 0.10% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 3,518 | $496.0K | 0.06% | +296+9.2% | Added |
| Monticello Wealth Management, LLC | 3,507 | $495.0K | 0.05% | −102−2.8% | Reduced |
| Bath Savings Trust Co | 3,504 | $494.0K | 0.06% | −70−2.0% | Reduced |
| Evoke Wealth, LLC | 3,499 | $493.0K | 0.02% | +150+4.5% | Added |
| Hanson & Doremus Investment Management | 3,518 | $492.0K | 0.15% | −2,938−45.5% | Reduced |
| Advisor OS, LLC | 3,486 | $492.0K | 0.10% | −27−0.8% | Reduced |
| Private Wealth Advisors | 3,487 | $492.0K | 0.15% | +18+0.5% | Added |
| Bowling Portfolio Management LLC | 3,483 | $491.0K | 0.11% | −7,725−68.9% | Reduced |