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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 67,663 | $9.54M | 2.35% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 67,659 | $9.54M | 2.12% | −3,420−4.8% | Reduced |
| Stonebridge Capital Advisors LLC | 67,486 | $9.52M | 1.15% | +4,984+8.0% | Added |
| Monarch Capital Management Inc | 67,288 | $9.49M | 2.71% | −981−1.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 66,894 | $9.43M | 1.23% | +9,900+17.4% | Added |
| Cetera Advisors LLC | 66,767 | $9.41M | 0.22% | −118−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 66,593 | $9.39M | 0.85% | +910+1.4% | Added |
| Prospera Financial Services Inc | 65,541 | $9.24M | 0.46% | +2,939+4.7% | Added |
| Massmutual Trust Co FSB | 65,238 | $9.20M | 0.39% | +5,846+9.8% | Added |
| General American Investors Co Inc | 65,140 | $9.19M | 0.77% | −35,000−35.0% | Reduced |
| Snowden Capital Advisors LLC | 64,955 | $9.16M | 0.46% | +3,261+5.3% | Added |
| Conning Inc. | 64,781 | $9.13M | 0.26% | −394−0.6% | Reduced |
| Dowling & Yahnke LLC | 64,674 | $9.12M | 0.52% | +132+0.2% | Added |
| Oppenheimer Asset Management Inc. | 64,306 | $9.07M | 0.13% | +1,616+2.6% | Added |
| Webster Bank, N. A. | 64,051 | $9.03M | 0.99% | −233−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 63,446 | $8.95M | 0.42% | +1,150+1.8% | Added |
| Franklin Street Advisors Inc | 63,420 | $8.94M | 0.76% | +130+0.2% | Added |
| Spearhead Capital Advisors, LLC | 63,024 | $8.89M | 1.21% | +648+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 62,352 | $8.79M | 0.15% | −497−0.8% | Reduced |
| O'Shares Investment Advisers, LLC | 62,292 | $8.78M | 0.62% | +1,713+2.8% | Added |
| Van Hulzen Asset Management, LLC | 62,202 | $8.77M | 1.32% | +58,829+1,744.1% | Added |
| Allen Investment Management LLC | 61,833 | $8.72M | 0.12% | −30,229−32.8% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 61,823 | $8.72M | 2.58% | +992+1.6% | Added |
| Hosking Partners LLP | 61,770 | $8.71M | 0.19% | −77,875−55.8% | Reduced |
| Twin Tree Management, LP | 61,673 | $8.70M | 0.26% | −166,474−73.0% | Reduced |
| People's United Financial, Inc. | 61,539 | $8.68M | 0.19% | +4,619+8.1% | Added |
| Segment Wealth Management, LLC | 61,370 | $8.65M | 1.03% | +2,738+4.7% | Added |
| St Germain D J Co Inc | 61,329 | $8.65M | 0.54% | −35−0.1% | Reduced |
| City Holding Co | 61,252 | $8.64M | 1.52% | +1,360+2.3% | Added |
| Two Sigma Advisers, LP | 60,800 | $8.57M | 0.02% | −262,698−81.2% | Reduced |
| First National Bank of Omaha | 63,038 | $8.56M | 0.45% | 00.0% | Unchanged |
| BancorpSouth Bank | 59,999 | $8.46M | 1.23% | −2,506−4.0% | Reduced |
| Burney Co | 59,854 | $8.44M | 0.39% | −1,861−3.0% | Reduced |
| Eagle Asset Management Inc | 59,045 | $8.33M | 0.04% | −696−1.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 58,373 | $8.23M | 0.42% | +801+1.4% | Added |
| Davenport & Co LLC | 58,310 | $8.22M | 0.06% | +1,136+2.0% | Added |
| Managed Asset Portfolios, LLC | 58,194 | $8.21M | 1.22% | +5,743+10.9% | Added |
| Permanens Capital L.P. | 57,796 | $8.15M | 1.46% | +17,092+42.0% | Added |
| First American Bank | 57,779 | $8.15M | 0.47% | +160.0% | Added |
| Pacific Global Investment Management CO | 57,584 | $8.12M | 1.61% | −356−0.6% | Reduced |
| Northern Oak Wealth Management Inc | 57,125 | $8.06M | 0.97% | +2,610+4.8% | Added |
| Greenline Partners, LLC | 56,449 | $7.96M | 1.63% | +164+0.3% | Added |
| Meitav Dash Investments Ltd | 56,538 | $7.95M | 0.20% | +13,414+31.1% | Added |
| Parallax Volatility Advisers, L.P. | 56,370 | $7.95M | 0.10% | +38,265+211.4% | Added |
| Fiduciary Trust Co | 56,317 | $7.94M | 0.15% | −7,599−11.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 56,242 | $7.93M | 0.76% | −21,020−27.2% | Reduced |
| Holloway Wealth Management, LLC | – | $7.93M | 2.42% | – | – |
| TLW Wealth Management, LLC | 55,881 | $7.88M | 4.38% | +160+0.3% | Added |
| Meritage Portfolio Management | 55,779 | $7.87M | 0.47% | +1,423+2.6% | Added |
| Parkside Investments, LLC | 55,200 | $7.78M | 1.50% | +7,534+15.8% | Added |
| Patten & Patten Inc | 55,152 | $7.78M | 0.59% | +6,408+13.1% | Added |
| Legacy Private Trust Co. | 55,135 | $7.78M | 0.66% | −2,320−4.0% | Reduced |
| Usca Ria LLC | 55,062 | $7.76M | 0.47% | −14,921−21.3% | Reduced |
| Hantz Financial Services, Inc. | 54,929 | $7.75M | 0.28% | +4,360+8.6% | Added |
| Cadence Bank NA | 54,656 | $7.71M | 2.31% | +59+0.1% | Added |
| Beacon Pointe Advisors, LLC | 54,603 | $7.70M | 0.27% | +28,585+109.9% | Added |
| Motco | 54,012 | $7.62M | 0.50% | +809+1.5% | Added |
| Point72 Hong Kong Ltd | 53,864 | $7.60M | 0.52% | +5,510+11.4% | Added |
| Visionary Wealth Advisors | 53,593 | $7.56M | 0.76% | +1,030+2.0% | Added |
| Waters Parkerson & Co., LLC | 53,415 | $7.53M | 0.44% | +500+0.9% | Added |
| Gabelli Funds LLC | 53,300 | $7.52M | 0.05% | +475+0.9% | Added |
| Cypress Capital Group | 53,171 | $7.50M | 1.02% | −1,974−3.6% | Reduced |
| Bright Rock Capital Management, LLC | 53,000 | $7.47M | 1.80% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 53,000 | $7.47M | 1.33% | +1,654+3.2% | Added |
| Teza Capital Management LLC | 52,936 | $7.46M | 1.21% | +9,405+21.6% | Added |
| Miracle Mile Advisors, LLC | 52,814 | $7.45M | 0.39% | −40−0.1% | Reduced |
| Terry L. Blaker | 52,767 | $7.44M | 0.48% | −8,250−13.5% | Reduced |
| Dorchester Wealth Management Co | 52,667 | $7.43M | 1.70% | −500−0.9% | Reduced |
| Altavista Wealth Management, Inc. | 52,667 | $7.43M | 1.62% | +1,362+2.7% | Added |
| Auxier Asset Management | 52,537 | $7.41M | 1.23% | −950−1.8% | Reduced |
| Physicians Financial Services, Inc. | 52,403 | $7.39M | 3.03% | +2,596+5.2% | Added |
| Adams Asset Advisors, LLC | 52,231 | $7.37M | 1.44% | +5,077+10.8% | Added |
| Core Alternative Capital | 51,804 | $7.30M | 1.70% | +8,718+20.2% | Added |
| RBF Capital, LLC | 51,774 | $7.30M | 0.41% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 51,693 | $7.29M | 1.38% | +215+0.4% | Added |
| Bank of the West | 51,549 | $7.27M | 0.74% | +1,034+2.0% | Added |
| Adviser Investments LLC | 51,498 | $7.26M | 0.54% | +48,242+1,481.6% | Added |
| Jupiter Asset Management Ltd | 51,298 | $7.23M | 0.07% | −2,077−3.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 51,194 | $7.22M | 0.16% | +51,194 | New |
| Edmond de Rothschild Holding S.A. | 51,131 | $7.21M | 0.17% | −4,375−7.9% | Reduced |
| Greystone Financial Group, LLC | 51,135 | $7.21M | 1.79% | −159−0.3% | Reduced |
| Crossvault Capital Management LLC | 50,586 | $7.21M | 2.20% | +1,873+3.8% | Added |
| Bank Hapoalim BM | 51,016 | $7.19M | 0.83% | −3,881−7.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 50,730 | $7.15M | 0.28% | +3,065+6.4% | Added |
| Intact Investment Management Inc. | 50,700 | $7.15M | 0.20% | +15,400+43.6% | Added |
| Transform Wealth, LLC | 50,597 | $7.13M | 0.87% | +26,794+112.6% | Added |
| Marble Harbor Investment Counsel, LLC | 50,415 | $7.11M | 0.92% | −2,950−5.5% | Reduced |
| Evercore Wealth Management, LLC | 50,339 | $7.10M | 0.13% | +437+0.9% | Added |
| Dakota Wealth Management | 50,168 | $7.08M | 0.85% | +2,016+4.2% | Added |
| Leavell Investment Management, Inc. | 51,710 | $7.05M | 0.57% | 00.0% | Unchanged |
| Moore Capital Management, LP | 50,000 | $7.05M | 0.13% | +50,000 | New |
| American Portfolios Advisors | 49,951 | $7.04M | 0.27% | +8,717+21.1% | Added |
| World Asset Management Inc | 49,858 | $7.03M | 0.64% | −779−1.5% | Reduced |
| Cresset Asset Management, LLC | 49,334 | $6.96M | 0.10% | +4,838+10.9% | Added |
| Heritage Trust Co | 49,288 | $6.95M | 0.99% | −46−0.1% | Reduced |
| Stevens Capital Management LP | 49,290 | $6.95M | 2.04% | +49,290 | New |
| TD Private Client Wealth LLC | 49,282 | $6.95M | 0.30% | +3,837+8.4% | Added |
| Executive Wealth Management, LLC | 49,066 | $6.92M | 0.76% | +3,459+7.6% | Added |
| Gofen & Glossberg LLC | 48,879 | $6.89M | 0.16% | +1,427+3.0% | Added |
| Galvin, Gaustad & Stein, LLC | 48,375 | $6.82M | 0.65% | −647−1.3% | Reduced |