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 |
|---|---|---|---|---|---|
| Northeast Investment Management | 96,461 | $13.6M | 0.73% | +4,898+5.3% | Added |
| CapWealth Advisors, LLC | 96,372 | $13.6M | 1.48% | +12,898+15.5% | Added |
| Wealthfront Advisers LLC | 94,759 | $13.4M | 0.06% | −2,544−2.6% | Reduced |
| Guardian Capital Advisors LP | 95,241 | $13.3M | 1.37% | +2,220+2.4% | Added |
| O'Shaughnessy Asset Management, LLC | 94,461 | $13.3M | 0.26% | +11,645+14.1% | Added |
| Quantbot Technologies LP | 93,988 | $13.3M | 1.04% | +90,761+2,812.6% | Added |
| BTC Capital Management, Inc. | 93,625 | $13.2M | 1.51% | −6,017−6.0% | Reduced |
| Seeyond | 93,790 | $13.2M | 1.23% | +7,472+8.7% | Added |
| MUFG Americas Holdings Corp | 93,485 | $13.2M | 0.24% | −268,302−74.2% | Reduced |
| FineMark National Bank & Trust | 93,373 | $13.2M | 0.53% | +454+0.5% | Added |
| Staley Capital Advisers Inc | 93,321 | $13.2M | 0.69% | +20,148+27.5% | Added |
| Tiaa, FSB | 92,572 | $13.1M | 0.04% | −1,881−2.0% | Reduced |
| New Mexico Educational Retirement Board | 92,393 | $13.0M | 0.45% | +3,000+3.4% | Added |
| Wesbanco Bank Inc | 92,377 | $13.0M | 0.49% | +4,270+4.8% | Added |
| Advisory Services Network, LLC | 91,640 | $12.9M | 0.41% | +4,952+5.7% | Added |
| Stillwater Capital Advisors, LLC | 91,537 | $12.9M | 2.14% | +1,076+1.2% | Added |
| Exchange Traded Concepts, LLC | 90,256 | $12.7M | 0.40% | +14,426+19.0% | Added |
| Henshaw Capital LLC | 89,630 | $12.6M | 0.80% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 89,619 | $12.6M | 0.42% | −5,939−6.2% | Reduced |
| GWM Advisors LLC | 89,011 | $12.6M | 0.33% | −3,745−4.0% | Reduced |
| Mark Stevens | 88,381 | $12.5M | 1.38% | −4,978−5.3% | Reduced |
| Calamos Wealth Management LLC | 88,011 | $12.4M | 0.97% | +21,047+31.4% | Added |
| Foster & Motley Inc | 87,871 | $12.4M | 1.04% | −3,229−3.5% | Reduced |
| Pinnacle Associates Ltd | 87,792 | $12.4M | 0.22% | +1,437+1.7% | Added |
| TCTC Holdings, LLC | 87,646 | $12.4M | 0.57% | +140.0% | Added |
| Fort Washington Investment Advisors Inc | 86,113 | $12.1M | 0.11% | −90−0.1% | Reduced |
| Sonora Investment Management, LLC | 86,041 | $12.1M | 1.59% | +5,297+6.6% | Added |
| Cutler Investment Counsel LLC | 86,013 | $12.1M | 1.90% | +196+0.2% | Added |
| CCM Investment Advisers LLC | 85,965 | $12.1M | 1.55% | −1,870−2.1% | Reduced |
| Montag A & Associates Inc | 85,659 | $12.1M | 0.64% | −387−0.4% | Reduced |
| Louisiana State Employees Retirement System | 85,600 | $12.1M | 0.29% | −300−0.3% | Reduced |
| Kehrs Ridge Capital,LLC | 85,000 | $12.0M | 4.89% | +85,000 | New |
| Hexavest Inc. | 84,800 | $12.0M | 0.59% | −13,885−14.1% | Reduced |
| Moors & Cabot, Inc. | 84,702 | $11.9M | 0.84% | +653+0.8% | Added |
| Pendal Group Limited | 84,598 | $11.9M | 0.11% | +20,299+31.6% | Added |
| Vontobel Holding Ltd. | 86,788 | $11.9M | 0.10% | −60,575−41.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 84,276 | $11.9M | 0.24% | +8,970+11.9% | Added |
| Tower Bridge Advisors | 83,919 | $11.8M | 0.79% | −4,856−5.5% | Reduced |
| Parthenon LLC | 82,874 | $11.7M | 1.75% | +815+1.0% | Added |
| Avantax Advisory Services, Inc. | 82,818 | $11.7M | 0.21% | +5,318+6.9% | Added |
| Carnegie Capital Asset Management, LLC | 82,609 | $11.6M | 0.44% | +3,689+4.7% | Added |
| Hamel Associates, Inc. | 82,285 | $11.6M | 4.42% | −1,445−1.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 81,905 | $11.6M | 0.21% | +16,357+25.0% | Added |
| Brown Brothers Harriman & Co | 81,798 | $11.5M | 0.07% | −3,288−3.9% | Reduced |
| Forbes J M & Co LLP | 81,727 | $11.5M | 1.45% | +263+0.3% | Added |
| Lee Danner & Bass Inc | 81,555 | $11.5M | 1.04% | +71+0.1% | Added |
| LMR Partners LLP | 81,543 | $11.5M | 0.17% | +81,543 | New |
| Freemont Management S.A. | 81,500 | $11.5M | 1.65% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 80,650 | $11.4M | 0.73% | +540+0.7% | Added |
| National Asset Management, Inc. | 80,974 | $11.4M | 0.37% | +6,652+9.0% | Added |
| Jones Road Capital Management, L.P. | 80,025 | $11.3M | 7.30% | +35,025+77.8% | Added |
| River & Mercantile Asset Management LLP | 79,993 | $11.3M | 0.73% | +48,184+151.5% | Added |
| Kentucky Retirement Systems | 79,955 | $11.3M | 0.53% | −5,683−6.6% | Reduced |
| Lockheed Martin Investment Management Co | 79,910 | $11.3M | 0.59% | −22,330−21.8% | Reduced |
| Optimal Asset Management, Inc. | 79,856 | $11.3M | 1.33% | +80.0% | Added |
| Mastrapasqua Asset Management Inc | 79,670 | $11.2M | 1.19% | −849−1.1% | Reduced |
| Banco Santander, S.A. | 79,400 | $11.2M | 0.06% | +1,912+2.5% | Added |
| Edge Wealth Management LLC | 78,972 | $11.1M | 2.26% | +1,810+2.3% | Added |
| Segall Bryant & Hamill, LLC | 78,671 | $11.1M | 0.11% | −614−0.8% | Reduced |
| Bollard Group LLC | 78,421 | $11.1M | 0.35% | +5,373+7.4% | Added |
| Farmers Trust Co | 78,166 | $11.0M | 2.44% | +215+0.3% | Added |
| Capstone Investment Advisors, LLC | 77,735 | $11.0M | 0.26% | −57,514−42.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 77,592 | $10.9M | 0.03% | +43,846+129.9% | Added |
| Lynch & Associates | 77,370 | $10.9M | 2.80% | +282+0.4% | Added |
| Brookstone Capital Management | 77,243 | $10.9M | 0.19% | +61,159+380.2% | Added |
| Boston Private Wealth LLC | 76,837 | $10.8M | 0.14% | −730−0.9% | Reduced |
| WS Management LLLP | 76,768 | $10.8M | 1.22% | 00.0% | Unchanged |
| King Wealth | 76,682 | $10.8M | 2.21% | −1,454−1.9% | Reduced |
| American National Bank | 76,609 | $10.8M | 2.31% | +628+0.8% | Added |
| Atwood & Palmer Inc | 76,524 | $10.8M | 0.97% | +615+0.8% | Added |
| Crossmark Global Holdings, Inc. | 75,698 | $10.7M | 0.25% | +41+0.1% | Added |
| Shelter Mutual Insurance Co | 75,472 | $10.6M | 2.97% | −8,400−10.0% | Reduced |
| First Nebraska Trust Co | 75,210 | $10.6M | 1.38% | −615−0.8% | Reduced |
| Fiduciary Group LLC | 74,125 | $10.6M | 1.23% | −654−0.9% | Reduced |
| Hoey Investments, Inc | 74,127 | $10.5M | 3.20% | +5,466+8.0% | Added |
| Tudor Investment Corp Et Al | 73,493 | $10.4M | 0.21% | −39,709−35.1% | Reduced |
| Sigma Planning Corp | 72,744 | $10.3M | 0.31% | −10,985−13.1% | Reduced |
| Venturi Wealth Management, LLC | 72,561 | $10.2M | 0.91% | +1,865+2.6% | Added |
| Atria Investments LLC | 71,972 | $10.2M | 0.20% | +1,640+2.3% | Added |
| Arvest Bank Trust Division | 71,590 | $10.1M | 0.56% | −7,031−8.9% | Reduced |
| TruWealth Advisors, LLC | 71,513 | $10.1M | 1.18% | +9,463+15.3% | Added |
| Ashfield Capital Partners, LLC | 71,494 | $10.1M | 0.72% | −1,093−1.5% | Reduced |
| Richard C. Young & CO., LTD. | 71,454 | $10.1M | 1.28% | −262−0.4% | Reduced |
| Callahan Advisors, LLC | 71,446 | $10.1M | 1.28% | −1,091−1.5% | Reduced |
| Weiss Asset Management LP | 71,289 | $10.1M | 0.28% | +71,289 | New |
| First National Trust Co | 71,058 | $10.0M | 0.61% | −1,809−2.5% | Reduced |
| Quadrature Capital Ltd | 71,011 | $10.0M | 0.38% | +15,661+28.3% | Added |
| HRT Financial LP | 70,591 | $9.95M | 0.09% | +12,287+21.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 69,876 | $9.85M | 0.47% | −1,212−1.7% | Reduced |
| Citizens Financial Group Inc | 69,830 | $9.85M | 0.43% | +1,488+2.2% | Added |
| Clifford Swan Investment Counsel LLC | 68,810 | $9.83M | 0.37% | −3,121−4.3% | Reduced |
| Cambridge Trust Co | 69,687 | $9.83M | 0.37% | −1,216−1.7% | Reduced |
| Advisor Partners LLC | 69,653 | $9.82M | 0.65% | −1,127−1.6% | Reduced |
| Lido Advisors, LLC | 69,504 | $9.80M | 0.24% | +3,455+5.2% | Added |
| FourThought Financial, LLC | 68,604 | $9.67M | 1.29% | −874−1.3% | Reduced |
| Marco Investment Management LLC | 68,419 | $9.65M | 1.12% | +6,771+11.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 68,277 | $9.63M | 1.59% | +5,973+9.6% | Added |
| Synergy Financial Management, LLC | 68,249 | $9.63M | 2.55% | +65,820+2,709.8% | Added |
| MAI Capital Management | 68,206 | $9.62M | 0.19% | −8,442−11.0% | Reduced |
| Whitener Capital Management, Inc. | 67,949 | $9.58M | 3.82% | +1,516+2.3% | Added |