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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 48,150 | $6.79M | 1.29% | +234+0.5% | Added |
| Bradley Foster & Sargent Inc | 48,066 | $6.78M | 0.16% | +8,102+20.3% | Added |
| Barbara Oil Co. | 48,000 | $6.77M | 3.12% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 47,873 | $6.75M | 1.52% | +1,921+4.2% | Added |
| Covington Capital Management | 47,735 | $6.73M | 0.26% | +1,312+2.8% | Added |
| Kestra Private Wealth Services, LLC | 47,436 | $6.69M | 0.41% | −2,196−4.4% | Reduced |
| Roundview Capital LLC | 47,174 | $6.65M | 0.74% | +1,685+3.7% | Added |
| Colonial Trust Advisors | 47,056 | $6.64M | 0.81% | +568+1.2% | Added |
| Carret Asset Management, LLC | 47,028 | $6.63M | 0.78% | −124−0.3% | Reduced |
| First Personal Financial Services | 46,961 | $6.62M | 1.69% | +906+2.0% | Added |
| Stratos Wealth Partners, LTD. | 46,882 | $6.61M | 0.16% | −1,828−3.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 46,856 | $6.61M | 1.48% | +1,465+3.2% | Added |
| Geneos Wealth Management Inc. | 46,996 | $6.58M | 0.26% | −14,213−23.2% | Reduced |
| Petrus Trust Company, LTA | 46,450 | $6.55M | 0.69% | 00.0% | Unchanged |
| Cardinal Capital Management | 46,184 | $6.51M | 1.38% | +324+0.7% | Added |
| Boston Research & Management Inc | 46,148 | $6.51M | 1.97% | −110−0.2% | Reduced |
| Granite Investment Advisors, LLC | 46,121 | $6.50M | 1.02% | −25,643−35.7% | Reduced |
| Hourglass Capital, LLC | 46,110 | $6.50M | 1.51% | −150−0.3% | Reduced |
| Pittenger & Anderson Inc | 46,063 | $6.50M | 0.33% | +2,495+5.7% | Added |
| Simplex Trading, LLC | 45,948 | $6.48M | 0.23% | −30,384−39.8% | Reduced |
| Brinker Capital Investments, LLC | 45,824 | $6.46M | 0.09% | +5,502+13.6% | Added |
| New England Asset Management Inc | 45,575 | $6.43M | 0.12% | +1,400+3.2% | Added |
| Meridian Management Co | 45,545 | $6.42M | 1.89% | −5,512−10.8% | Reduced |
| Constitution Capital LLC | 45,247 | $6.38M | 3.91% | −5,506−10.8% | Reduced |
| Associated Banc-Corp | 45,184 | $6.37M | 0.25% | −1,472−3.2% | Reduced |
| CWA Asset Management Group, LLC | 45,206 | $6.30M | 0.51% | −50,785−52.9% | Reduced |
| Smith Asset Management Group LP | 44,530 | $6.28M | 0.31% | −107,218−70.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 44,525 | $6.28M | 0.26% | +483+1.1% | Added |
| Hayek Kallen Investment Management | 44,330 | $6.25M | 2.63% | −210.0% | Reduced |
| Vectors Research Management, LLC | 44,220 | $6.24M | 1.59% | +20.0% | Added |
| Toth Financial Advisory Corp | 44,223 | $6.24M | 0.95% | +103+0.2% | Added |
| HNP Capital LLC | 44,220 | $6.24M | 1.65% | +168+0.4% | Added |
| Inverness Counsel LLC | 44,192 | $6.23M | 0.23% | −23,923−35.1% | Reduced |
| Brandywine Global Investment Management, LLC | 44,033 | $6.21M | 0.05% | −4,490−9.3% | Reduced |
| Community Bank, N.A. | 43,940 | $6.20M | 0.73% | +2,586+6.3% | Added |
| Mattern Capital Management, LLC | 43,938 | $6.20M | 1.23% | +3,332+8.2% | Added |
| Mercer Capital Advisers, Inc. | 43,746 | $6.17M | 3.08% | −108−0.2% | Reduced |
| Sitrin Capital Management LLC | 43,686 | $6.16M | 2.78% | −1,597−3.5% | Reduced |
| Eagle Global Advisors LLC | 43,653 | $6.16M | 0.40% | +140+0.3% | Added |
| Bellecapital International Ltd. | 43,600 | $6.15M | 1.87% | −3,076−6.6% | Reduced |
| Cigna Investments Inc | 43,579 | $6.15M | 0.44% | −6,463−12.9% | Reduced |
| Andesa Financial Management Inc. | 43,555 | $6.14M | 1.85% | −587−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 43,480 | $6.13M | 0.22% | +3,176+7.9% | Added |
| Level Four Advisory Services, LLC | 43,401 | $6.12M | 0.42% | −5,299−10.9% | Reduced |
| Northwest Bancshares, Inc. | 43,200 | $6.09M | 1.38% | +448+1.0% | Added |
| Caldwell Trust Co | 43,152 | $6.09M | 0.80% | −233−0.5% | Reduced |
| Graypoint LLC | 42,756 | $6.03M | 0.80% | −659−1.5% | Reduced |
| Carlson Capital L P | 42,700 | $6.02M | 0.29% | +42,700 | New |
| Weik Capital Management | 42,665 | $6.02M | 2.34% | +325+0.8% | Added |
| Jacobi Capital Management LLC | 42,291 | $5.96M | 0.79% | −349−0.8% | Reduced |
| Covington Investment Advisors Inc. | 42,124 | $5.94M | 1.30% | +891+2.2% | Added |
| Oak Harvest Investment Services | 42,033 | $5.93M | 1.95% | +3,235+8.3% | Added |
| Wedge Capital Management L L P | 42,000 | $5.92M | 0.07% | −1,783−4.1% | Reduced |
| Opus Investment Management Inc | 42,000 | $5.92M | 0.89% | 00.0% | Unchanged |
| Fragasso Group Inc. | 41,953 | $5.92M | 0.79% | +3,630+9.5% | Added |
| Allied Investment Advisors, LLC | 41,815 | $5.90M | 2.22% | +1,295+3.2% | Added |
| Richard Bernstein Advisors LLC | 41,806 | $5.89M | 0.12% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 41,736 | $5.89M | 0.35% | +4,000+10.6% | Added |
| WoodTrust Financial Corp | 41,695 | $5.88M | 1.55% | +2,407+6.1% | Added |
| HighPoint Advisor Group LLC | 41,677 | $5.88M | 0.59% | +3,150+8.2% | Added |
| First Interstate Bank | 41,612 | $5.87M | 0.62% | +41,612 | New |
| Prime Capital Investment Advisors, LLC | 41,387 | $5.84M | 0.34% | +20,334+96.6% | Added |
| Twin Capital Management Inc | 41,284 | $5.82M | 0.54% | −3,588−8.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 41,202 | $5.81M | 0.42% | −845−2.0% | Reduced |
| Griffin Asset Management, Inc. | 41,040 | $5.79M | 0.70% | −390−0.9% | Reduced |
| Signaturefd, LLC | 40,947 | $5.77M | 0.23% | +1,066+2.7% | Added |
| Homrich & Berg | 40,938 | $5.77M | 0.13% | +4,580+12.6% | Added |
| Woodstock Corp | 40,911 | $5.77M | 0.68% | +629+1.6% | Added |
| Ascent Wealth Partners, LLC | 40,758 | $5.75M | 1.10% | −252−0.6% | Reduced |
| Essex Investment Management Co LLC | 40,629 | $5.73M | 0.67% | −9,179−18.4% | Reduced |
| Hodges Capital Management Inc. | 40,628 | $5.73M | 0.64% | −2,065−4.8% | Reduced |
| Atwater Malick LLC | 40,611 | $5.73M | 3.17% | +1,943+5.0% | Added |
| Laurel Wealth Advisors LLC | 40,564 | $5.72M | 1.27% | +202+0.5% | Added |
| Family Management Corp | 40,558 | $5.72M | 1.51% | +2,368+6.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,369 | $5.72M | 0.09% | +17,080+73.3% | Added |
| Trustmark National Bank Trust Department | 40,531 | $5.72M | 0.45% | −5,492−11.9% | Reduced |
| IBM Retirement Fund | 40,397 | $5.70M | 0.45% | −7,077−14.9% | Reduced |
| Cohen Klingenstein LLC | 40,300 | $5.68M | 0.24% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 40,260 | $5.68M | 0.26% | +6,092+17.8% | Added |
| Veritable, L.P. | 40,153 | $5.66M | 0.09% | +437+1.1% | Added |
| Nwi Management LP | 40,000 | $5.64M | 0.43% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $5.64M | 0.75% | 00.0% | Unchanged |
| Wedbush Securities Inc | 42,938 | $5.59M | 0.26% | +9,706+29.2% | Added |
| NorthCoast Asset Management LLC | 39,424 | $5.57M | 0.20% | +2,343+6.3% | Added |
| GHP Investment Advisors, Inc. | 39,427 | $5.56M | 0.45% | +3,752+10.5% | Added |
| Hendley & Co Inc | 39,332 | $5.55M | 1.86% | −415−1.0% | Reduced |
| E. Ohman J:or Asset Management AB | 39,200 | $5.53M | 0.17% | +39,200 | New |
| Rice Partnership, LLC | 39,139 | $5.52M | 1.74% | +620+1.6% | Added |
| Wetherby Asset Management Inc | 38,850 | $5.48M | 0.34% | +1,792+4.8% | Added |
| Paloma Partners Management Co | 38,592 | $5.44M | 0.14% | −110,311−74.1% | Reduced |
| United Fire Group Inc | 38,500 | $5.43M | 2.77% | +16,000+71.1% | Added |
| Harbour Investments, Inc. | 38,476 | $5.43M | 0.17% | +4,235+12.4% | Added |
| Advanced Asset Management Advisors Inc | 38,298 | $5.40M | 1.14% | −179−0.5% | Reduced |
| Charter Trust Co | 38,288 | $5.40M | 0.50% | −302−0.8% | Reduced |
| One Capital Management, LLC | 38,193 | $5.38M | 0.48% | +3,677+10.7% | Added |
| Cerity Partners LLC | 37,999 | $5.36M | 0.12% | −30,710−44.7% | Reduced |
| Ally Financial Inc. | 38,000 | $5.36M | 0.53% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 37,846 | $5.34M | 1.05% | −9,496−20.1% | Reduced |
| Goelzer Investment Management, Inc. | 37,814 | $5.33M | 0.44% | −266−0.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 37,813 | $5.33M | 0.44% | −200−0.5% | Reduced |