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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 6,275 | $875.0K | 0.58% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 6,280 | $876.0K | 0.25% | −100−1.6% | Reduced |
| Catalyst Capital Advisors LLC | 6,282 | $876.0K | 0.04% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 6,284 | $876.0K | 0.18% | +380+6.4% | Added |
| Foster Dykema Cabot & Co Inc | 6,285 | $876.0K | 0.11% | +1,058+20.2% | Added |
| Mosaic Family Wealth, LLC | 6,303 | $879.0K | 0.24% | −307−4.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,323 | $881.0K | 0.05% | −50−0.8% | Reduced |
| Foster Group, Inc. | 6,325 | $882.0K | 0.09% | +20.0% | Added |
| Landmark Financial Advisors, LLC | 6,504 | $883.0K | 0.48% | −108−1.6% | Reduced |
| Holderness Investments Co | 6,337 | $883.0K | 0.29% | +1,074+20.4% | Added |
| St. Louis Trust Co | 6,344 | $884.0K | 0.23% | −593−8.5% | Reduced |
| Aj Wealth Strategies, LLC | 6,346 | $884.0K | 0.05% | +121+1.9% | Added |
| BEAM Asset Management, LLC | 6,342 | $884.0K | 0.76% | +3,427+117.6% | Added |
| Proquility Private Wealth Partners, LLC | 6,353 | $885.0K | 0.33% | +155+2.5% | Added |
| FinTrust Capital Advisors, LLC | 6,357 | $886.0K | 0.24% | +1,895+42.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 6,361 | $887.0K | 0.40% | +6,361 | New |
| PSI Advisors, LLC | 6,368 | $888.0K | 0.41% | −147−2.3% | Reduced |
| Cornerstone Advisory, LLC | 6,381 | $889.0K | 0.15% | −1,339−17.3% | Reduced |
| Patriot Investment Management Inc. | 6,383 | $889.0K | 0.08% | −248−3.7% | Reduced |
| MJP Associates Inc | 6,384 | $890.0K | 0.30% | +100+1.6% | Added |
| WNY Asset Management, LLC | 6,396 | $892.0K | 0.31% | −451−6.6% | Reduced |
| Pathstone Family Office, LLC | 6,407 | $893.0K | 0.03% | +2,158+50.8% | Added |
| Perennial Investment Advisors, LLC | 6,419 | $895.0K | 0.32% | +451+7.6% | Added |
| Charles Schwab Trust Co | 6,429 | $896.0K | 0.18% | −651−9.2% | Reduced |
| Boston Family Office LLC | 6,434 | $897.0K | 0.06% | −135−2.1% | Reduced |
| Fieldpoint Private Securities, LLC | 6,450 | $899.0K | 0.20% | +422+7.0% | Added |
| KMG Fiduciary Partners, LLC | 6,466 | $901.0K | 0.15% | −4,846−42.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,464 | $901.0K | 0.27% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 6,467 | $901.0K | 0.46% | +6,467 | New |
| Day & Ennis, LLC | 6,472 | $902.0K | 0.31% | +30.0% | Added |
| G&S Capital LLC | 6,494 | $905.0K | 0.50% | +3,118+92.4% | Added |
| Ashton Thomas Private Wealth, LLC | 6,495 | $905.2K | 0.13% | −6,811−51.2% | Reduced |
| Global Financial Private Client, LLC | 6,612 | $906.2K | 0.47% | +158+2.4% | Added |
| Highland Capital Management, LLC | 6,515 | $908.0K | 0.06% | −206−3.1% | Reduced |
| Barr E S & Co | 6,515 | $908.0K | 0.07% | −50−0.8% | Reduced |
| Traynor Capital Management, Inc. | 6,523 | $909.0K | 0.12% | −1,337−17.0% | Reduced |
| Founders Financial Alliance, LLC | 6,513 | $909.0K | 0.43% | +387+6.3% | Added |
| Edgestream Partners, L.P. | 6,540 | $912.0K | 0.06% | +6,540 | New |
| Chesapeake Wealth Management | 6,553 | $913.0K | 0.33% | −1,786−21.4% | Reduced |
| Rafferty Asset Management, LLC | 6,560 | $914.0K | 0.01% | −2,771−29.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,565 | $915.0K | 0.21% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6,571 | $916.0K | 0.26% | −1,053−13.8% | Reduced |
| Compagnie Lombard Odier SCmA | 6,588 | $917.0K | 0.02% | −2,085−24.0% | Reduced |
| Cozad Asset Management Inc | 6,597 | $919.0K | 0.14% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 6,617 | $922.0K | 0.25% | −4−0.1% | Reduced |
| Valley National Advisers Inc | 6,682 | $931.0K | 0.17% | +81+1.2% | Added |
| Arkansas Financial Group, Inc. | 6,684 | $932.0K | 0.20% | +287+4.5% | Added |
| Hobart Private Capital, LLC | 6,701 | $934.0K | 0.37% | −184−2.7% | Reduced |
| Papp L Roy & Associates | 6,706 | $935.0K | 0.12% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 6,714 | $936.0K | 0.54% | −808−10.7% | Reduced |
| We Are One Seven, LLC | 6,261 | $936.0K | 0.12% | +729+13.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,727 | $938.0K | 0.47% | +59+0.9% | Added |
| White Lighthouse Investment Management Inc. | 6,750 | $941.0K | 0.25% | −475−6.6% | Reduced |
| Eidelman Virant Capital | 6,745 | $947.0K | 0.37% | −30−0.4% | Reduced |
| Legacy Bridge, LLC | 6,808 | $949.0K | 0.55% | 00.0% | Unchanged |
| Certified Advisory Corp | 6,837 | $953.0K | 0.23% | −616−8.3% | Reduced |
| BBR Partners, LLC | 6,836 | $953.0K | 0.08% | −489−6.7% | Reduced |
| Affinity Wealth Management LLC | 7,065 | $955.0K | 0.19% | +898+14.6% | Added |
| Eqis Capital Management, Inc. | 6,856 | $956.0K | 0.07% | −3,797−35.6% | Reduced |
| Renaissance Group LLC | 6,857 | $956.0K | 0.04% | +78+1.2% | Added |
| KC Investment Advisors, LLC | 6,901 | $962.0K | 0.77% | +35+0.5% | Added |
| Proffitt & Goodson Inc | 6,906 | $963.0K | 0.18% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 6,906 | $963.0K | 0.48% | +292+4.4% | Added |
| Triton Wealth Management, PLLC | 6,804 | $965.0K | 0.46% | −294−4.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,927 | $965.0K | 0.57% | 00.0% | Unchanged |
| PFG Advisors | 6,933 | $966.0K | 0.11% | −131−1.9% | Reduced |
| Claraphi Advisory Network, LLC | 6,957 | $970.0K | 0.34% | −489−6.6% | Reduced |
| First Foundation Advisors | 6,961 | $970.0K | 0.04% | +872+14.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,967 | $971.0K | 0.53% | −2,203−24.0% | Reduced |
| Liberty Capital Management, Inc. | 6,988 | $974.0K | 0.29% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,994 | $975.0K | 0.05% | −1,346−16.1% | Reduced |
| Hollencrest Capital Management | 6,996 | $975.0K | 0.09% | +50+0.7% | Added |
| Sky Investment Group LLC | 6,996 | $975.0K | 0.22% | +66+1.0% | Added |
| Credit Capital Investments LLC | 7,000 | $976.0K | 1.06% | −3,000−30.0% | Reduced |
| Southeast Asset Advisors Inc. | 7,007 | $977.0K | 0.16% | +61+0.9% | Added |
| Pin Oak Investment Advisors Inc | 7,016 | $978.0K | 1.08% | 00.0% | Unchanged |
| First National Bank of South Miami | 7,024 | $979.0K | 0.66% | +150+2.2% | Added |
| Lincoln Capital LLC | 7,089 | $988.0K | 0.27% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 7,127 | $993.0K | 0.56% | +485+7.3% | Added |
| Intellectus Partners, LLC | 7,137 | $995.0K | 0.24% | +4+0.1% | Added |
| Shulman DeMeo Asset Management LLC | 7,145 | $996.0K | 0.86% | +7,145 | New |
| Aureus Asset Management, LLC | 7,154 | $997.0K | 0.07% | −123−1.7% | Reduced |
| Coastal Bridge Advisors, LLC | 7,167 | $999.0K | 0.23% | −23−0.3% | Reduced |
| Atlas Brown,Inc. | 7,176 | $1.00M | 0.43% | −324−4.3% | Reduced |
| Abacus Planning Group, Inc. | 7,186 | $1.00M | 0.32% | −201−2.7% | Reduced |
| TLWM | 7,231 | $1.00M | 0.38% | +559+8.4% | Added |
| Prestige Wealth Management Group LLC | 7,186 | $1.00M | 0.26% | +2,029+39.3% | Added |
| Evergreen Capital Management LLC | 7,199 | $1.00M | 0.05% | +2,229+44.8% | Added |
| Cannell Peter B & Co Inc | 7,200 | $1.00M | 0.03% | 00.0% | Unchanged |
| Ballast, Inc. | 7,213 | $1.00M | 0.42% | +159+2.3% | Added |
| Somerville Kurt F | 7,230 | $1.01M | 0.15% | −50−0.7% | Reduced |
| Aaron Wealth Advisors | 7,254 | $1.01M | 0.29% | −61−0.8% | Reduced |
| Inlet Private Wealth, LLC | 7,250 | $1.01M | 0.27% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 7,250 | $1.01M | 0.69% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 7,262 | $1.01M | 0.27% | −94−1.3% | Reduced |
| Disciplined Investments, LLC | 7,278 | $1.01M | 0.50% | +166+2.3% | Added |
| DT Investment Partners, LLC | 7,274 | $1.01M | 0.14% | +1,273+21.2% | Added |
| Delta Investment Management, LLC | 7,282 | $1.01M | 0.32% | +43+0.6% | Added |
| Warren Averett Asset Management, LLC | 6,849 | $1.02M | 0.09% | +407+6.3% | Added |
| Biltmore Family Office, LLC | 7,307 | $1.02M | 0.25% | +10.0% | Added |