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Livermore
ZHEN

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 8 sales; 4,425 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, Q3 2021

Institutional positions in Walmart Inc. as of Sep 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
2,489
+25 vs. Q2 2021
Shares held
875.6M
+13.2M (+1.5%) vs. Q2 2021
Total value
$122.1B
+$621.1M (+0.5%) vs. Q2 2021
New holders
137
1,175 more added
Sold out
112
883 more reduced

37 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 2,489 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ3 2021: $122.1B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2021.

Institutions holding WMT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Delos Wealth Advisors, LLC3$00.00%+3New
Cascade Investment Advisors, Inc.7$9750.00%00.0%Unchanged
Moser Wealth Advisors, LLC10$1.00K0.00%00.0%Unchanged
Deane Retirement Strategies, Inc.12$2.00K0.00%00.0%Unchanged
Cordant, Inc.13$2.00K0.00%+13New
USA Financial Portformulas Corp24$3.00K0.00%−28−53.8%Reduced
Advocacy Wealth Management Services, LLC20$3.00K0.00%00.0%Unchanged
Danda Trouve Investment Management, Inc.22$3.00K0.00%00.0%Unchanged
Artemis Wealth Advisors, LLC25$4.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC29$5.00K0.00%00.0%Unchanged
Eukles Asset Management38$5.00K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.40$6.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC41$6.00K0.00%+21+105.0%Added
Your Advocates Ltd., LLP40$6.00K0.00%+40New
Tortoise Investment Management, LLC50$7.00K0.00%−63−55.8%Reduced
Capital Directions Investment Advisors, LLC49$7.00K0.00%−60−55.0%Reduced
Wealthstreet Investment Advisors, LLC50$7.00K0.19%00.0%Unchanged
DB Wealth Management Group, LLC47$7.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC60$8.00K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.55$8.00K0.01%+17+44.7%Added
HighMark Wealth Management LLC68$9.00K0.01%00.0%Unchanged
Cypress Point Wealth Management, LLC62$9.00K0.01%00.0%Unchanged
Lountzis Asset Management, LLC68$9.48K0.01%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co75$10.0K0.01%+75New
NewSquare Capital LLC77$11.0K0.00%00.0%Unchanged
Financial Enhancement Group LLC81$11.0K0.00%00.0%Unchanged
Bellwether Advisors, LLC81$11.0K0.00%+35+76.1%Added
Rockbridge Investment Management, LCC89$12.0K0.00%+16+21.9%Added
Stephenson National Bank & Trust93$13.0K0.01%+3+3.3%Added
Tacita Capital Inc100$14.0K0.01%−200−66.7%Reduced
Baillie Gifford & Co101$14.0K0.00%00.0%Unchanged
Corbenic Partners LLC100$14.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC100$14.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC94$14.0K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.100$14.0K0.01%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC113$15.8K0.01%+113New
Roble, Belko & Company, Inc115$16.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc115$16.0K0.00%+115New
McClarren Financial Advisors, Inc.140$19.0K0.01%+1+0.7%Added
Ritter Daniher Financial Advisory, LLC150$21.0K0.02%00.0%Unchanged
IMA Wealth, Inc.156$22.0K0.01%00.0%Unchanged
RPG Investment Advisory, LLC170$24.0K0.00%00.0%Unchanged
Pacific Center for Financial Services169$24.0K0.01%00.0%Unchanged
Financial Avengers, Inc.186$26.0K0.02%+1+0.5%Added
Guidance Point Advisors, LLC216$30.0K0.01%+216New
Ogorek Anthony Joseph228$31.0K0.01%00.0%Unchanged
Cedar Wealth Management, LLC226$31.0K0.01%00.0%Unchanged
Lipe & Dalton220$31.0K0.02%00.0%Unchanged
Activest Wealth Management252$35.0K0.02%−849−77.1%Reduced
Mizuho Securities Co. Ltd.253$35.0K0.01%+198+360.0%Added
MBM Wealth Consultants, LLC264$37.0K0.02%−68−20.5%Reduced
Joseph P. Lucia & Associates, LLC280$39.0K0.02%00.0%Unchanged
Lloyd Advisory Services, LLC.290$40.0K0.02%+38+15.1%Added
HC Financial Advisors Inc300$42.0K0.03%00.0%Unchanged
Spectrum Management Group, LLC312$43.0K0.01%+122+64.2%Added
Piscataqua Savings Bank315$44.0K0.04%00.0%Unchanged
Macroview Investment Management LLC319$44.0K0.06%+267+513.5%Added
Goodwin Investment Advisory331$46.0K0.04%−281−45.9%Reduced
Lowe Wealth Advisors, LLC334$47.0K0.02%+1+0.3%Added
Addison Advisors LLC334$47.0K0.04%+8+2.5%Added
Resolute Partners Group343$48.0K0.01%00.0%Unchanged
Freedman Financial Associates, Inc.350$49.0K0.04%00.0%Unchanged
HBC Financial Services, PLLC321$49.0K0.03%00.0%Unchanged
Atlantic Trust, LLC373$52.0K0.03%+89+31.3%Added
Coastal Capital Group, Inc.385$54.0K0.01%+1+0.3%Added
Costello Asset Management, INC415$58.0K0.04%00.0%Unchanged
Newfound Research LLC413$58.0K0.09%+413New
Laurel Wealth Planning LLC430$60.0K0.05%00.0%Unchanged
Ten Capital Wealth Advisors, LLC444$62.0K0.03%+344+344.0%Added
Raffa Wealth Management, LLC479$66.7K0.02%−283−37.1%Reduced
Baldrige Asset Management LLC490$68.0K0.03%−48−8.9%Reduced
Crewe Advisors LLC497$69.0K0.02%00.0%Unchanged
Tucker Asset Management LLC474$70.8K0.03%+274+137.0%Added
Bay Harbor Wealth Management, LLC506$71.0K0.03%−3−0.6%Reduced
Lake Point Wealth Management510$71.0K0.03%00.0%Unchanged
Halpern Financial, Inc.516$71.9K0.03%+161+45.4%Added
Knuff & Co LLC515$72.0K0.03%00.0%Unchanged
Cedar Mountain Advisors, LLC554$77.0K0.03%00.0%Unchanged
AlphaMark Advisors, LLC558$78.0K0.03%00.0%Unchanged
CBIZ Investment Advisory Services, LLC–$78.0K0.01%––
Bourgeon Capital Management LLC584$81.0K0.02%00.0%Unchanged
Mascoma Wealth Management LLC601$84.0K0.03%+601New
Private Ocean, LLC611$85.0K0.01%−413−40.3%Reduced
CKW Financial Group622$85.0K0.01%−42−6.3%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.610$85.0K0.08%+240+64.9%Added
RWM Asset Management, LLC608$85.0K0.02%+608New
Perkins Coie Trust Co616$86.0K0.03%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.637$89.0K0.05%00.0%Unchanged
Semmax Financial Advisors Inc.635$89.0K0.03%+535+535.0%Added
PrairieView Partners, LLC672$94.0K0.01%+1+0.1%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA688$95.9K0.11%00.0%Unchanged
Earnest Partners LLC687$96.0K0.00%00.0%Unchanged
Kelly Financial Services LLC697$97.2K0.05%−62,324−98.9%Reduced
Cordasco Financial Network700$98.0K0.07%−8−1.1%Reduced
Burleson & Company, LLC705$98.0K0.01%−1−0.1%Reduced
Ade, LLC709$99.0K0.09%−595−45.6%Reduced
Baldwin Brothers Inc713$99.0K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC715$100.0K0.02%+75+11.7%Added
Jupiter Wealth Management LLC675$100.0K0.05%+675New
Ellis Investment Partners, LLC730$101.0K0.03%+1+0.1%Added