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 7 sales; 4,426 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 157,911 | $22.3M | 0.31% | −2,697−1.7% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,700 | $22.2M | 0.19% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 157,496 | $22.2M | 3.10% | −210−0.1% | Reduced |
| Erste Asset Management GmbH | 158,690 | $22.2M | 0.44% | +31,495+24.8% | Added |
| Hilton Capital Management, LLC | 155,614 | $21.9M | 2.32% | −230.0% | Reduced |
| Private Advisor Group, LLC | 154,932 | $21.8M | 0.19% | +10,370+7.2% | Added |
| United Services Automobile Association | 151,872 | $21.4M | 0.39% | +38,666+34.2% | Added |
| Country Club Trust Company, n.a. | 155,330 | $21.3M | 1.86% | +2,622+1.7% | Added |
| Nicola Wealth Management Ltd. | 149,000 | $21.0M | 2.15% | 00.0% | Unchanged |
| Cetera Investment Advisers | 148,443 | $20.9M | 0.34% | +14,519+10.8% | Added |
| Janney Capital Management LLC | 147,670 | $20.8M | 1.33% | −1,848−1.2% | Reduced |
| Easterly Investment Partners LLC | 147,539 | $20.8M | 2.44% | +47,250+47.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 146,908 | $20.7M | 0.11% | +11,234+8.3% | Added |
| Great West Life Assurance Co | 146,498 | $20.6M | 0.05% | +14,242+10.8% | Added |
| Greenwood Gearhart Inc | 145,034 | $20.5M | 3.30% | +7,009+5.1% | Added |
| Hartford Investment Management Co | 144,716 | $20.4M | 0.51% | −6,884−4.5% | Reduced |
| Bartlett & Co. LLC | 144,643 | $20.4M | 0.39% | −800−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 144,643 | $20.4M | 0.39% | −800−0.6% | Reduced |
| NFJ Investment Group, LLC | 143,605 | $20.3M | 0.38% | +1,565+1.1% | Added |
| Guggenheim Capital LLC | 143,077 | $20.2M | 0.12% | −5,770−3.9% | Reduced |
| Argent Trust Co | 141,765 | $20.0M | 1.31% | +1,742+1.2% | Added |
| Raymond James Trust N.A. | 141,134 | $19.9M | 0.66% | −5,990−4.1% | Reduced |
| Rockland Trust Co | 141,099 | $19.9M | 1.38% | −707−0.5% | Reduced |
| Moody National Bank Trust Division | 140,985 | $19.9M | 0.41% | −1,092−0.8% | Reduced |
| Norinchukin Bank, The | 140,726 | $19.8M | 0.29% | +3,600+2.6% | Added |
| Alpha Cubed Investments, LLC | 140,482 | $19.8M | 1.43% | +9,820+7.5% | Added |
| ClariVest Asset Management LLC | 139,558 | $19.7M | 0.66% | −7,400−5.0% | Reduced |
| Salem Investment Counselors Inc | 139,200 | $19.6M | 1.08% | −1,296−0.9% | Reduced |
| ING Groep NV | 138,505 | $19.5M | 0.31% | +19,572+16.5% | Added |
| Cetera Advisor Networks LLC | 138,464 | $19.5M | 0.28% | +61,213+79.2% | Added |
| Tdam USA Inc. | 136,611 | $19.5M | 1.20% | +8,814+6.9% | Added |
| Anchor Capital Advisors LLC | 137,711 | $19.4M | 0.39% | +2,826+2.1% | Added |
| GW Henssler & Associates Ltd | 137,496 | $19.4M | 1.28% | −429−0.3% | Reduced |
| Azimuth Capital Management LLC | 136,706 | $19.3M | 0.83% | −558−0.4% | Reduced |
| Community Trust & Investment Co | 136,382 | $19.2M | 1.76% | +4,525+3.4% | Added |
| Gradient Investments LLC | 136,271 | $19.2M | 0.56% | +5,530+4.2% | Added |
| Dana Investment Advisors, Inc. | 134,756 | $19.0M | 0.84% | +246+0.2% | Added |
| Gotham Asset Management, LLC | 134,568 | $19.0M | 0.80% | −7,139−5.0% | Reduced |
| Brown Advisory Inc | 134,510 | $19.0M | 0.03% | +4,762+3.7% | Added |
| Group One Trading, L.P. | 133,004 | $18.8M | 0.36% | −18,043−11.9% | Reduced |
| American National Insurance Co | 132,755 | $18.7M | 0.70% | −215−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132,696 | $18.7M | 0.07% | +113,235+581.9% | Added |
| Daiwa Securities Group Inc. | 132,342 | $18.7M | 0.13% | +12,313+10.3% | Added |
| Willis Investment Counsel | 131,637 | $18.6M | 1.10% | +70.0% | Added |
| Welch & Forbes LLC | 131,569 | $18.6M | 0.31% | +5,238+4.1% | Added |
| First Horizon Advisors, Inc. | 131,421 | $18.5M | 1.00% | +2,471+1.9% | Added |
| Oakworth Capital, Inc. | 131,149 | $18.5M | 1.84% | +17,674+15.6% | Added |
| Synovus Financial Corp | 129,321 | $18.2M | 0.18% | +6,038+4.9% | Added |
| North Fourth Asset Management, LP | 126,274 | $17.8M | 6.72% | +126,274 | New |
| Destination Wealth Management | 126,152 | $17.8M | 0.69% | +2,417+2.0% | Added |
| Beck Mack & Oliver LLC | 126,090 | $17.8M | 0.47% | −2,725−2.1% | Reduced |
| ExodusPoint Capital Management, LP | 124,497 | $17.6M | 0.27% | +27,059+27.8% | Added |
| Spire Wealth Management | 124,097 | $17.5M | 0.47% | −9,996−7.5% | Reduced |
| Washington Trust Co | 123,998 | $17.5M | 0.49% | −365−0.3% | Reduced |
| Novare Capital Management LLC | 123,369 | $17.4M | 1.94% | +3,843+3.2% | Added |
| Penserra Capital Management LLC | 122,400 | $17.3M | 0.31% | +41,247+50.8% | Added |
| D.A. Davidson & Co. | 122,346 | $17.3M | 0.20% | +243+0.2% | Added |
| Alyeska Investment Group, L.P. | 122,248 | $17.2M | 0.20% | +122,248 | New |
| James Investment Research Inc | 121,499 | $17.1M | 1.47% | −1,690−1.4% | Reduced |
| Capital Investment Counsel, Inc | 121,176 | $17.1M | 3.81% | +15,411+14.6% | Added |
| Cornerstone Advisors, LLC | 120,000 | $16.9M | 1.00% | +74,000+160.9% | Added |
| Advisors Capital Management, LLC | 118,826 | $16.8M | 0.53% | +7,391+6.6% | Added |
| Hartline Investment Corp | 117,473 | $16.6M | 2.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 116,660 | $16.5M | 0.90% | −1,416−1.2% | Reduced |
| Whittier Trust Co | 116,320 | $16.4M | 0.29% | +1,060+0.9% | Added |
| Securian Asset Management, Inc | 115,799 | $16.3M | 0.33% | −1,844−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 115,114 | $16.2M | 0.53% | −1,039−0.9% | Reduced |
| Advisors Asset Management, Inc. | 113,560 | $16.0M | 0.23% | +35,586+45.6% | Added |
| DuPont Capital Management Corp | 113,548 | $16.0M | 0.38% | +29,507+35.1% | Added |
| Lathrop Investment Management Corp | 112,741 | $15.9M | 3.28% | −4,972−4.2% | Reduced |
| Overbrook Management Corp | 112,476 | $15.9M | 3.32% | −325−0.3% | Reduced |
| HM Payson & Co | 112,228 | $15.8M | 0.39% | −1,433−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 109,800 | $15.5M | 0.17% | +107,098+3,963.7% | Added |
| Elo Mutual Pension Insurance Co | 108,794 | $15.3M | 0.51% | +6,575+6.4% | Added |
| Sandy Spring Bank | 108,450 | $15.3M | 0.81% | +4,363+4.2% | Added |
| Maryland State Retirement & Pension System | 108,885 | $15.2M | 0.50% | +1,836+1.7% | Added |
| Xponance, Inc. | 108,047 | $15.2M | 0.28% | +48,712+82.1% | Added |
| Cadinha & Co LLC | 107,178 | $15.1M | 2.03% | +1,890+1.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 107,111 | $15.1M | 2.02% | −48,442−31.1% | Reduced |
| CSM Advisors, LLC | 106,241 | $15.0M | 1.01% | −3,857−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 106,199 | $15.0M | 0.14% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 105,999 | $14.9M | 0.46% | −9,588−8.3% | Reduced |
| Pacer Advisors, Inc. | 105,754 | $14.9M | 0.21% | +27,596+35.3% | Added |
| Cullen/Frost Bankers, Inc. | 105,661 | $14.9M | 0.30% | +4,760+4.7% | Added |
| Heritage Wealth Advisors | 105,560 | $14.9M | 0.92% | +14,779+16.3% | Added |
| Peapack Gladstone Financial Corp | 105,016 | $14.8M | 0.35% | +4,924+4.9% | Added |
| Gabalex Capital Management LLC | 105,000 | $14.8M | 6.97% | 00.0% | Unchanged |
| Empirical Capital Management, LLC | 105,000 | $14.8M | 9.80% | 00.0% | Unchanged |
| Sandler Capital Management | 105,000 | $14.8M | 1.30% | +105,000 | New |
| Asset Advisors Investment Management, LLC | 103,351 | $14.6M | 1.61% | +1,390+1.4% | Added |
| Northwest & Ethical Investments L.P. | 101,745 | $14.3M | 0.47% | +22,916+29.1% | Added |
| Tower Research Capital LLC (TRC) | 101,428 | $14.3M | 0.37% | −106,373−51.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 101,312 | $14.3M | 0.20% | +9,637+10.5% | Added |
| Qube Research & Technologies Ltd | 101,276 | $14.3M | 0.18% | +41,131+68.4% | Added |
| Westchester Capital Management, Inc. | 101,006 | $14.2M | 4.00% | +105+0.1% | Added |
| Badgley Phelps & Bell Inc | 98,723 | $13.9M | 0.52% | −38,169−27.9% | Reduced |
| South State Corp. | 98,607 | $13.9M | 1.20% | −684−0.7% | Reduced |
| Simmons Bank | 98,189 | $13.8M | 1.00% | −1,188−1.2% | Reduced |
| Wolverine Trading, LLC | 100,008 | $13.7M | 0.37% | −24,708−19.8% | Reduced |
| Dodge & Cox | 97,366 | $13.7M | 0.01% | −6,945−6.7% | Reduced |