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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Schnieders Capital Management LLC | 29,310 | $4.13M | 1.13% | +450+1.6% | Added |
| SignalPoint Asset Management, LLC | 29,281 | $4.13M | 1.35% | +62+0.2% | Added |
| Exeter Financial, LLC | 29,339 | $4.11M | 2.38% | +886+3.1% | Added |
| Harrell Investment Partners, LLC | 29,030 | $4.09M | 1.33% | +795+2.8% | Added |
| Schmidt P J Investment Management Inc | 28,564 | $4.07M | 0.81% | +1,171+4.3% | Added |
| Signet Investment Advisory Group, Inc. | 28,848 | $4.07M | 2.62% | +1,009+3.6% | Added |
| CBOE Vest Financial, LLC | 28,828 | $4.07M | 1.54% | +11,652+67.8% | Added |
| First Manhattan Co | 28,816 | $4.06M | 0.01% | −498−1.7% | Reduced |
| Stoneridge Investment Partners LLC | 28,767 | $4.06M | 1.97% | +13,071+83.3% | Added |
| Symmetry Partners, LLC | 28,740 | $4.05M | 0.27% | −8,706−23.2% | Reduced |
| FAI Wealth Management | 28,572 | $4.03M | 3.44% | −914−3.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 28,548 | $4.03M | 1.39% | −200−0.7% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 28,507 | $4.02M | 0.71% | 00.0% | Unchanged |
| Berkshire Bank | 28,476 | $4.02M | 0.97% | −285−1.0% | Reduced |
| Fairfield, Bush & Co. | 28,367 | $4.00M | 1.09% | −691−2.4% | Reduced |
| Keeler Thomas Management LLC | 28,226 | $3.98M | 1.95% | +1,690+6.4% | Added |
| WBI Investments | 28,091 | $3.96M | 0.61% | +28,091 | New |
| Lincluden Management Ltd | 28,063 | $3.96M | 0.38% | −609−2.1% | Reduced |
| GFS Advisors, LLC | 28,003 | $3.95M | 0.89% | +9,050+47.7% | Added |
| Annex Advisory Services, LLC | 28,006 | $3.95M | 0.32% | −262−0.9% | Reduced |
| Fundamentun, LLC | 27,902 | $3.94M | 1.08% | +3,045+12.3% | Added |
| Capital Investment Advisors, LLC | 27,876 | $3.93M | 0.14% | +943+3.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 27,700 | $3.91M | 2.47% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 27,631 | $3.90M | 0.25% | −2,050−6.9% | Reduced |
| Founders Capital Management | 27,620 | $3.90M | 2.54% | −17−0.1% | Reduced |
| Capital City Trust Co | 27,626 | $3.90M | 1.18% | +274+1.0% | Added |
| J.W. Cole Advisors, Inc. | 27,555 | $3.89M | 0.31% | +247+0.9% | Added |
| Windward Capital Management Co | 27,518 | $3.88M | 0.36% | +193+0.7% | Added |
| HYA Advisors, Inc | 27,444 | $3.87M | 1.62% | +12,744+86.7% | Added |
| Thoroughbred Financial Services, LLC | 27,351 | $3.86M | 0.97% | +1,570+6.1% | Added |
| Resources Management Corp | 27,278 | $3.85M | 0.54% | +807+3.0% | Added |
| NBT Bank N A | 27,209 | $3.84M | 0.53% | +541+2.0% | Added |
| SRN Advisors, LLC | 27,139 | $3.83M | 1.30% | +708+2.7% | Added |
| New England Research & Management, Inc. | 27,067 | $3.82M | 1.97% | +845+3.2% | Added |
| Legacy Capital Partners, Inc. | 26,955 | $3.80M | 1.36% | +677+2.6% | Added |
| BFSG, LLC | 26,914 | $3.79M | 0.68% | +619+2.4% | Added |
| Proequities, Inc. | 26,893 | $3.79M | 0.24% | +1,921+7.7% | Added |
| MIK Capital, LP | 26,874 | $3.79M | 1.92% | +26,874 | New |
| Capital Analysts, LLC | 26,850 | $3.79M | 0.25% | −459−1.7% | Reduced |
| Strategy Asset Managers LLC | 26,839 | $3.79M | 0.80% | +919+3.5% | Added |
| Ar Asset Management Inc | 26,800 | $3.78M | 1.06% | 00.0% | Unchanged |
| Robbins Farley LLC | 26,692 | $3.76M | 4.25% | +1,439+5.7% | Added |
| Meeder Asset Management Inc | 26,596 | $3.75M | 0.18% | −48−0.2% | Reduced |
| Quest Investment Management LLC | 26,580 | $3.75M | 0.34% | 00.0% | Unchanged |
| SFMG, LLC | 26,563 | $3.75M | 0.42% | +1,019+4.0% | Added |
| Brendel Financial Advisors LLC | 26,452 | $3.73M | 2.05% | +817+3.2% | Added |
| Magnetar Financial LLC | 26,400 | $3.72M | 0.04% | +9,271+54.1% | Added |
| Glen Eagle Advisors, LLC | 26,286 | $3.71M | 1.15% | +2,548+10.7% | Added |
| Hudson Valley Investment Advisors Inc | 26,183 | $3.69M | 0.64% | −2,800−9.7% | Reduced |
| Symphony Financial, Ltd. Co. | 26,195 | $3.69M | 1.26% | −2,179−7.7% | Reduced |
| Perpetual Investment Management Ltd | 26,152 | $3.69M | 0.52% | −7,100−21.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 26,123 | $3.68M | 1.35% | +953+3.8% | Added |
| Toroso Investments, LLC | 26,127 | $3.68M | 0.14% | +6,050+30.1% | Added |
| Arrow Financial Corp | 26,117 | $3.68M | 0.47% | −3,592−12.1% | Reduced |
| Private Trust Co NA | 26,108 | $3.68M | 0.56% | −1,838−6.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 26,088 | $3.68M | 1.46% | +723+2.9% | Added |
| Acropolis Investment Management, LLC | 26,011 | $3.67M | 0.36% | −867−3.2% | Reduced |
| International Assets Investment Management, LLC | 25,974 | $3.66M | 0.68% | −23,459−47.5% | Reduced |
| KG&L Capital Management,LLC | 25,942 | $3.66M | 1.67% | +1,491+6.1% | Added |
| Texas Yale Capital Corp. | 25,877 | $3.65M | 0.21% | +1,055+4.3% | Added |
| Claret Asset Management Corp | 25,872 | $3.65M | 0.60% | −242−0.9% | Reduced |
| Argus Investors' Counsel, Inc. | 25,830 | $3.64M | 1.48% | −2,825−9.9% | Reduced |
| Mid Atlantic Financial Management Inc | 25,742 | $3.63M | 0.24% | +923+3.7% | Added |
| Blue Fin Capital, Inc. | 25,679 | $3.62M | 1.12% | +311+1.2% | Added |
| United Capital Management of KS, Inc. | 25,676 | $3.62M | 1.48% | +2,451+10.6% | Added |
| Ameritas Investment Partners, Inc. | 25,667 | $3.62M | 0.13% | +1,639+6.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,640 | $3.62M | 0.85% | +230+0.9% | Added |
| Kessler Investment Group, LLC | 25,590 | $3.61M | 2.87% | +1,912+8.1% | Added |
| Jarislowsky, Fraser Ltd | 25,574 | $3.61M | 0.02% | +738+3.0% | Added |
| Capital Advisors Inc | 25,554 | $3.60M | 0.11% | −1,054−4.0% | Reduced |
| Birinyi Associates Inc | 25,550 | $3.60M | 1.25% | −1,000−3.8% | Reduced |
| Arkadios Wealth Advisors | 25,518 | $3.60M | 0.44% | +5,852+29.8% | Added |
| Bank of Hawaii | 25,316 | $3.57M | 0.20% | −388−1.5% | Reduced |
| Horan Capital Advisors, LLC. | 25,285 | $3.57M | 1.61% | +777+3.2% | Added |
| OPSEU Pension Plan Trust Fund | 25,349 | $3.56M | 0.91% | −22,766−47.3% | Reduced |
| B. Riley Wealth Management, Inc. | 25,049 | $3.53M | 0.39% | −4,957−16.5% | Reduced |
| Kovack Advisors, Inc. | 25,043 | $3.53M | 0.40% | −642−2.5% | Reduced |
| Hall Capital Management Co Inc | 25,003 | $3.53M | 2.28% | +25,003 | New |
| Journey Advisory Group, LLC | 24,985 | $3.52M | 1.12% | +251+1.0% | Added |
| Jackson Hole Capital Partners, LLC | 24,959 | $3.52M | 1.22% | −3,132−11.1% | Reduced |
| TBH Global Asset Management, LLC | 24,987 | $3.52M | 0.81% | +1,290+5.4% | Added |
| Clear Street Markets LLC | 24,955 | $3.52M | 0.75% | +355+1.4% | Added |
| Pensionmark Financial Group, LLC | 24,933 | $3.52M | 0.80% | −791−3.1% | Reduced |
| JT Stratford LLC | 24,880 | $3.51M | 1.12% | −267−1.1% | Reduced |
| Ameritas Investment Company, LLC | 17,406 | $3.47M | 0.17% | +1,266+7.8% | Added |
| PEAK6 Investments LLC | 24,590 | $3.47M | 0.09% | −132,107−84.3% | Reduced |
| EP Wealth Advisors, LLC | 24,513 | $3.46M | 0.10% | +1,082+4.6% | Added |
| Somerset Trust Co | 24,512 | $3.46M | 1.41% | +72+0.3% | Added |
| SevenBridge Financial Group, LLC | 24,479 | $3.45M | 1.13% | +332+1.4% | Added |
| Asset Dedication, LLC | 24,429 | $3.45M | 0.51% | +6,565+36.7% | Added |
| Claybrook Capital, LLC | 24,479 | $3.45M | 1.13% | +24,479 | New |
| Stonnington Group, LLC | 24,699 | $3.45M | 0.77% | −8,520−25.6% | Reduced |
| Peninsula Asset Management Inc | 24,342 | $3.43M | 1.79% | −366−1.5% | Reduced |
| Institutional & Family Asset Management, LLC | 24,347 | $3.43M | 0.57% | +4,076+20.1% | Added |
| Convergence Investment Partners, LLC | 24,337 | $3.43M | 1.48% | −211−0.9% | Reduced |
| MRJ Capital Inc | 24,304 | $3.43M | 1.99% | +200+0.8% | Added |
| Citizens National Bank Trust Department | 24,220 | $3.42M | 0.98% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 24,184 | $3.41M | 0.19% | +3,833+18.8% | Added |
| Integrated Wealth Concepts LLC | 24,115 | $3.40M | 0.12% | +3,712+18.2% | Added |
| Comerica Securities,inc. | 23,999 | $3.38M | 0.25% | −1,445−5.7% | Reduced |