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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 37,684 | $5.31M | 0.52% | −3,380−8.2% | Reduced |
| Skba Capital Management LLC | 37,200 | $5.25M | 1.03% | −15,250−29.1% | Reduced |
| First Midwest Bank Trust Division | 37,191 | $5.25M | 0.71% | −2,441−6.2% | Reduced |
| O'Brien Greene & Co. Inc | 36,911 | $5.21M | 1.86% | +1,671+4.7% | Added |
| Rothschild Investment Corp | 36,875 | $5.20M | 0.41% | +277+0.8% | Added |
| Cornerstone Wealth Management, LLC | 36,860 | $5.20M | 0.55% | +1,133+3.2% | Added |
| Walleye Capital LLC | 36,738 | $5.18M | 0.19% | +36,738 | New |
| Diversified Trust Co | 36,713 | $5.18M | 0.19% | +818+2.3% | Added |
| Alexandria Capital, LLC | 36,690 | $5.17M | 0.48% | +1,920+5.5% | Added |
| Adell Harriman & Carpenter Inc | 36,596 | $5.16M | 0.54% | −829−2.2% | Reduced |
| Profund Advisors LLC | 36,480 | $5.14M | 0.17% | +755+2.1% | Added |
| Royal Fund Management, LLC | 36,434 | $5.14M | 0.85% | +1,262+3.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 36,416 | $5.13M | 1.69% | +453+1.3% | Added |
| Horizon Investments, LLC | 36,540 | $5.13M | 0.15% | −31,684−46.4% | Reduced |
| Gifford Fong Associates | 36,400 | $5.13M | 1.00% | 00.0% | Unchanged |
| Greenleaf Trust | 36,218 | $5.11M | 0.06% | −2,668−6.9% | Reduced |
| Veriti Management LLC | 36,056 | $5.08M | 0.76% | +21,437+146.6% | Added |
| Pavion Blue Capital, LLC | 36,004 | $5.08M | 3.11% | −534−1.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 35,952 | $5.07M | 0.08% | +7,432+26.1% | Added |
| Silvant Capital Management LLC | 35,928 | $5.07M | 0.80% | −864−2.3% | Reduced |
| HAP Trading, LLC | 35,894 | $5.06M | 0.31% | +35,894 | New |
| Lincoln National Corp | 35,784 | $5.05M | 0.11% | −549−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 35,737 | $5.04M | 0.53% | −3,403−8.7% | Reduced |
| Frontier Wealth Management LLC | 35,542 | $5.01M | 0.35% | +472+1.3% | Added |
| Everence Capital Management Inc | 35,430 | $5.00M | 0.41% | +7,540+27.0% | Added |
| Siemens Fonds Invest GmbH | 35,395 | $4.99M | 0.59% | −1,849−5.0% | Reduced |
| Xcel Wealth Management, LLC | 35,386 | $4.99M | 1.51% | −158−0.4% | Reduced |
| Bahl & Gaynor Inc | 35,314 | $4.98M | 0.03% | −869−2.4% | Reduced |
| Investment Advisory Services Inc | 35,030 | $4.94M | 3.05% | +35,030 | New |
| Picton Mahoney Asset Management | 34,818 | $4.91M | 0.18% | +3,969+12.9% | Added |
| Mach-1 Financial Group, Inc. | 34,794 | $4.91M | 3.86% | +2,925+9.2% | Added |
| Plimoth Trust Co LLC | 34,745 | $4.90M | 1.38% | +1,645+5.0% | Added |
| Grassi Investment Management | 34,704 | $4.89M | 0.53% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 34,610 | $4.88M | 0.15% | −2,879−7.7% | Reduced |
| Wealth Advisory Solutions, LLC | 34,595 | $4.88M | 1.16% | −37,846−52.2% | Reduced |
| Ingalls & Snyder LLC | 34,501 | $4.87M | 0.22% | +140.0% | Added |
| SageGuard Financial Group, LLC | 34,331 | $4.84M | 2.20% | +2,009+6.2% | Added |
| 6 Meridian | 34,243 | $4.83M | 0.38% | −1,143−3.2% | Reduced |
| Pinnacle Financial Partners Inc | 34,130 | $4.81M | 0.19% | +3,837+12.7% | Added |
| Pinnacle Wealth Advisors | 34,130 | $4.81M | 0.19% | +34,130 | New |
| BP PLC | 33,884 | $4.78M | 0.20% | −10,340−23.4% | Reduced |
| XXEC, Inc. | 32,443 | $4.77M | 3.15% | +1,945+6.4% | Added |
| Buckingham Strategic Wealth, LLC | 33,792 | $4.76M | 0.11% | +111+0.3% | Added |
| JGP Wealth Management, LLC | 33,654 | $4.75M | 1.02% | −7,082−17.4% | Reduced |
| SlateStone Wealth, LLC | 33,353 | $4.70M | 1.08% | +63+0.2% | Added |
| IHT Wealth Management, LLC | 33,183 | $4.68M | 0.30% | +4,207+14.5% | Added |
| Foster Victor Wealth Advisors, LLC | 33,128 | $4.67M | 0.78% | +8,352+33.7% | Added |
| Valeo Financial Advisors, LLC | 33,053 | $4.66M | 0.29% | +73+0.2% | Added |
| Bridgecreek Investment Management, LLC | 33,045 | $4.66M | 0.68% | −1,995−5.7% | Reduced |
| Baker Chad R | 33,000 | $4.65M | 1.05% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 32,932 | $4.64M | 1.52% | +625+1.9% | Added |
| V Wealth Advisors LLC | 32,836 | $4.63M | 0.74% | +683+2.1% | Added |
| Allstate Corp | 32,845 | $4.63M | 0.16% | −2,666−7.5% | Reduced |
| Wendell David Associates Inc | 32,839 | $4.63M | 0.52% | −75−0.2% | Reduced |
| Karp Capital Management Corp | 32,830 | $4.63M | 0.69% | +5,534+20.3% | Added |
| Chickasaw Capital Management LLC | 32,827 | $4.63M | 0.21% | +150.0% | Added |
| Strategic Global Advisors, LLC | 32,812 | $4.63M | 0.84% | +32,812 | New |
| Riggs Asset Managment Co. Inc. | 32,632 | $4.60M | 1.28% | +1,204+3.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 32,560 | $4.59M | 0.04% | +32,560 | New |
| Coldstream Capital Management Inc | 32,498 | $4.58M | 0.18% | −409−1.2% | Reduced |
| McGuire Investment Group, LLC | 32,474 | $4.58M | 0.87% | −201−0.6% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 32,461 | $4.58M | 2.36% | +905+2.9% | Added |
| Aptus Capital Advisors, LLC | 32,462 | $4.58M | 0.21% | +3,844+13.4% | Added |
| Fulton Bank, N.A. | 32,265 | $4.55M | 0.21% | +488+1.5% | Added |
| First American Trust, FSB | 32,126 | $4.53M | 0.71% | −3,288−9.3% | Reduced |
| Gamco Investors, Inc. Et Al | 32,130 | $4.53M | 0.04% | +661+2.1% | Added |
| Belpointe Asset Management LLC | 32,981 | $4.52M | 0.33% | −3,283−9.1% | Reduced |
| Wills Financial Group, Inc. | 32,032 | $4.52M | 1.96% | −1,039−3.1% | Reduced |
| Quilter Plc | 31,957 | $4.51M | 0.13% | +372+1.2% | Added |
| Murphy Capital Management Inc | 31,964 | $4.51M | 0.52% | +851+2.7% | Added |
| Estabrook Capital Management | 31,820 | $4.49M | 0.68% | −1,381−4.2% | Reduced |
| Annandale Capital, LLC | 31,760 | $4.48M | 2.70% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 31,751 | $4.48M | 2.78% | −100−0.3% | Reduced |
| TRH Financial, LLC | 31,643 | $4.46M | 1.93% | +5,936+23.1% | Added |
| Horrell Capital Management, Inc. | 31,557 | $4.45M | 1.64% | −2,373−7.0% | Reduced |
| Park Avenue Securities LLC | 31,411 | $4.43M | 0.09% | +903+3.0% | Added |
| Resources Investment Advisors, LLC. | 31,395 | $4.43M | 0.18% | +1,039+3.4% | Added |
| Silvercrest Asset Management Group LLC | 31,388 | $4.43M | 0.03% | −816−2.5% | Reduced |
| CX Institutional | 31,252 | $4.41M | 0.36% | −62−0.2% | Reduced |
| Proficio Capital Partners LLC | 31,236 | $4.41M | 0.54% | +343+1.1% | Added |
| Berger Financial Group, Inc | 31,052 | $4.38M | 0.79% | +1,296+4.4% | Added |
| Wesleyan Assurance Society | 31,000 | $4.37M | 0.55% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 30,951 | $4.37M | 0.32% | +1,381+4.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30,859 | $4.35M | 0.04% | −220−0.7% | Reduced |
| Spinnaker Trust | 30,844 | $4.35M | 0.30% | +471+1.6% | Added |
| Asset Planning Services Inc | 30,640 | $4.32M | 2.50% | +2,180+7.7% | Added |
| Eagle Capital Management, LLC | 30,602 | $4.32M | 1.22% | +682+2.3% | Added |
| Pecaut & Co. | 30,465 | $4.30M | 2.80% | −200−0.7% | Reduced |
| Mechanics Bank Trust Department | 30,464 | $4.30M | 0.70% | −65−0.2% | Reduced |
| Slow Capital, Inc. | 30,275 | $4.27M | 0.81% | +3,933+14.9% | Added |
| Ulysses Management LLC | 30,000 | $4.23M | 0.71% | 00.0% | Unchanged |
| LVW Advisors, LLC | 29,900 | $4.22M | 0.75% | −1,184−3.8% | Reduced |
| Northstar Investment Advisors LLC | 29,442 | $4.20M | 0.56% | −675−2.2% | Reduced |
| Samlyn Capital, LLC | 29,627 | $4.18M | 0.06% | +1,766+6.3% | Added |
| Mitchell Capital Management Co | 29,630 | $4.18M | 0.92% | +1,882+6.8% | Added |
| Field & Main Bank | 29,578 | $4.17M | 2.67% | +2,337+8.6% | Added |
| Hamilton Point Investment Advisors, LLC | 29,433 | $4.15M | 1.12% | −267−0.9% | Reduced |
| Hixon Zuercher, LLC | 29,422 | $4.15M | 2.50% | −5,186−15.0% | Reduced |
| Busey Wealth Management | 29,387 | $4.14M | 0.19% | −1,111−3.6% | Reduced |
| Strategic Blueprint, LLC | 29,359 | $4.14M | 0.66% | +24,132+461.7% | Added |