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 |
|---|---|---|---|---|---|
| Baker Ellis Asset Management LLC | 7,319 | $1.02M | 0.20% | 00.0% | Unchanged |
| Narwhal Capital Management | 7,356 | $1.02M | 0.13% | −270−3.5% | Reduced |
| Norris Financial Group, LLC | 7,367 | $1.03M | 0.68% | +40+0.5% | Added |
| TrimTabs Asset Management, LLC | 7,176 | $1.03M | 0.50% | −3,793−34.6% | Reduced |
| Principle Wealth Partners LLC | 7,375 | $1.03M | 0.12% | −39−0.5% | Reduced |
| Modera Wealth Management, LLC | 7,382 | $1.03M | 0.05% | +777+11.8% | Added |
| Whalerock Point Partners, LLC | 7,397 | $1.03M | 0.40% | +860+13.2% | Added |
| Birch Hill Investment Advisors LLC | 7,449 | $1.04M | 0.06% | −400−5.1% | Reduced |
| Kesler, Norman & Wride, LLC | 7,449 | $1.04M | 0.24% | +34+0.5% | Added |
| Altium Wealth Management LLC | 7,453 | $1.04M | 0.07% | +126+1.7% | Added |
| Peoples Financial Services Corp. | 7,464 | $1.04M | 0.44% | +24+0.3% | Added |
| Claro Advisors LLC | 7,476 | $1.04M | 0.44% | +499+7.2% | Added |
| Strategic Advisors LLC | 7,482 | $1.04M | 0.22% | +506+7.3% | Added |
| Icon Wealth Partners, LLC | 7,482 | $1.04M | 0.11% | +26+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 7,490 | $1.04M | 0.16% | −4,220−36.0% | Reduced |
| Platform Technology Partners | 7,489 | $1.04M | 0.47% | −68−0.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,517 | $1.05M | 0.78% | −42−0.6% | Reduced |
| Institute for Wealth Management, LLC. | 7,512 | $1.05M | 0.18% | +6+0.1% | Added |
| American State Bank (Iowa) | 7,556 | $1.05M | 0.82% | +10+0.1% | Added |
| Castle Rock Wealth Management, LLC | 7,064 | $1.05M | 0.36% | +196+2.9% | Added |
| Paradigm Asset Management Co LLC | 7,600 | $1.06M | 0.29% | −400−5.0% | Reduced |
| LexAurum Advisors, LLC | 7,676 | $1.07M | 0.32% | +421+5.8% | Added |
| Adirondack Trust Co | 7,161 | $1.07M | 0.51% | +55+0.8% | Added |
| PBMares Wealth Management LLC | 7,701 | $1.07M | 0.51% | +30+0.4% | Added |
| Engine No. 1 LLC | 7,695 | $1.07M | 0.28% | +3,315+75.7% | Added |
| GPS Wealth Strategies Group, LLC | 7,718 | $1.08M | 0.27% | +669+9.5% | Added |
| Benjamin Edwards Inc | 7,728 | $1.08M | 0.65% | +495+6.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,731 | $1.08M | 0.13% | +260+3.5% | Added |
| Virtue Capital Management, LLC | 7,801 | $1.09M | 0.19% | −922−10.6% | Reduced |
| Wealth Quarterback LLC | 44,234 | $1.09M | 0.72% | +35,765+422.3% | Added |
| Home Federal Bank of Tennessee | 7,802 | $1.09M | 0.39% | −25−0.3% | Reduced |
| Tru Independence Asset Management 2, LLC | 7,819 | $1.09M | 0.77% | +7,819 | New |
| Live Oak Private Wealth LLC | 7,824 | $1.09M | 0.22% | +653+9.1% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 7,835 | $1.09M | 1.07% | +204+2.7% | Added |
| Jaffetilchin Investment Partners, LLC | 7,848 | $1.09M | 0.12% | −7,062−47.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,872 | $1.10M | 0.06% | +1,207+18.1% | Added |
| Focus Financial Network, Inc. | 7,871 | $1.10M | 0.15% | +285+3.8% | Added |
| Evanson Asset Management, LLC | 7,996 | $1.10M | 0.11% | −149−1.8% | Reduced |
| Patten Group, Inc. | 7,896 | $1.10M | 0.32% | +250+3.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,962 | $1.11M | 0.25% | +482+6.4% | Added |
| YorkBridge Wealth Partners, LLC | 8,000 | $1.11M | 0.28% | +186+2.4% | Added |
| Americana Partners, LLC | 8,002 | $1.11M | 0.27% | +1,990+33.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 8,005 | $1.12M | 0.41% | −60−0.7% | Reduced |
| Game Plan Financial Advisors, LLC | 8,012 | $1.12M | 0.67% | +8,012 | New |
| 44 Wealth Management LLC | 8,025 | $1.12M | 0.43% | +30.0% | Added |
| Ancora Advisors, LLC | 8,036 | $1.12M | 0.03% | +277+3.6% | Added |
| Exane Derivatives | 8,055 | $1.12M | 0.28% | +4,192+108.5% | Added |
| Atlas Capital Advisors LLC | 8,067 | $1.12M | 0.18% | −67−0.8% | Reduced |
| Focused Wealth Management, Inc | 8,070 | $1.13M | 0.18% | −20−0.2% | Reduced |
| Ami Investment Management Inc | 8,137 | $1.13M | 0.49% | −40−0.5% | Reduced |
| Gray Wealth Management Inc. | 8,161 | $1.14M | 0.64% | −294−3.5% | Reduced |
| Dillon & Associates Inc | 8,190 | $1.14M | 0.22% | −200−2.4% | Reduced |
| Calton & Associates, Inc. | 8,195 | $1.14M | 0.25% | +643+8.5% | Added |
| First Heartland Consultants, Inc. | 8,210 | $1.14M | 0.17% | −166−2.0% | Reduced |
| Reilly Financial Advisors, LLC | 8,221 | $1.15M | 0.10% | +45+0.6% | Added |
| Ritholtz Wealth Management | 8,226 | $1.15M | 0.08% | −733−8.2% | Reduced |
| Ayalon Holdings Ltd. | 8,382 | $1.15M | 0.41% | +75+0.9% | Added |
| Moab Capital Partners LLC | 8,279 | $1.15M | 2.81% | 00.0% | Unchanged |
| Farmers National Bank | 8,024 | $1.16M | 0.46% | +8,024 | New |
| Secure Asset Management, LLC | 8,303 | $1.16M | 0.57% | +536+6.9% | Added |
| TD Ameritrade Investment Management, LLC | 8,269 | $1.16M | 0.01% | +2,396+40.8% | Added |
| Blue Chip Partners, Inc. | 8,325 | $1.16M | 0.16% | +31+0.4% | Added |
| Winthrop Advisory Group LLC | 8,368 | $1.17M | 0.26% | −199−2.3% | Reduced |
| RB Capital Management, LLC | 8,374 | $1.17M | 0.44% | +140+1.7% | Added |
| Birmingham Capital Management Co Inc | 8,405 | $1.17M | 0.45% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 8,414 | $1.17M | 0.40% | −368−4.2% | Reduced |
| Logan Capital Management Inc | 8,419 | $1.17M | 0.05% | −27−0.3% | Reduced |
| Teza Capital Management LLC | 8,430 | $1.18M | 0.57% | −44,506−84.1% | Reduced |
| Wealthsource Partners, LLC | 8,444 | $1.18M | 0.10% | +1,076+14.6% | Added |
| Keystone Financial Group | 8,515 | $1.19M | 0.21% | +177+2.1% | Added |
| JB Capital LLC | 8,547 | $1.19M | 0.15% | +8,547 | New |
| Intrua Financial, LLC | 8,077 | $1.19M | 0.22% | +2,560+46.4% | Added |
| Chilton Capital Management LLC | 8,565 | $1.19M | 0.07% | +87+1.0% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 8,563 | $1.19M | 0.92% | +406+5.0% | Added |
| Altfest L J & Co Inc | 8,591 | $1.20M | 0.25% | −23−0.3% | Reduced |
| XTX Topco Ltd | 8,607 | $1.20M | 0.40% | +8,607 | New |
| LCM Capital Management Inc | 8,615 | $1.20M | 1.02% | −153−1.7% | Reduced |
| Main Street Research LLC | 8,628 | $1.20M | 0.11% | +465+5.7% | Added |
| CMG Global Holdings, LLC | 8,680 | $1.21M | 0.90% | −91−1.0% | Reduced |
| Rathbone Brothers plc | 8,697 | $1.21M | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 8,697 | $1.21M | 0.68% | +8,697 | New |
| Psagot Investment House Ltd. | 8,722 | $1.22M | 0.21% | −11,555−57.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 8,722 | $1.22M | 0.21% | +8,722 | New |
| RSM US Wealth Management LLC | 8,742 | $1.22M | 0.07% | −723−7.6% | Reduced |
| Wellington Shields & Co., LLC | 8,751 | $1.22M | 0.43% | +16+0.2% | Added |
| Trustco Bank Corp N Y | 8,765 | $1.22M | 1.14% | −180−2.0% | Reduced |
| First Command Bank | 8,771 | $1.22M | 0.21% | +492+5.9% | Added |
| First Command Financial Services, Inc. | 8,771 | $1.22M | 0.21% | +492+5.9% | Added |
| Lumature Wealth Partners, LLC | 8,799 | $1.23M | 0.50% | +556+6.7% | Added |
| Crescent Capital Consulting, LLC | 8,792 | $1.23M | 0.23% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 8,838 | $1.23M | 0.05% | −2,332−20.9% | Reduced |
| Courier Capital LLC | 8,847 | $1.23M | 0.12% | +1,075+13.8% | Added |
| Archer Investment Corp | 8,848 | $1.23M | 0.46% | +12+0.1% | Added |
| McDonald Partners LLC | 8,875 | $1.24M | 0.29% | +544+6.5% | Added |
| Avidian Wealth Solutions, LLC | 8,889 | $1.24M | 0.09% | +340+4.0% | Added |
| Vaughan David Investments LLC | 8,898 | $1.24M | 0.04% | −46−0.5% | Reduced |
| Intersect Capital LLC | 8,903 | $1.24M | 0.21% | −404−4.3% | Reduced |
| Aberdeen Wealth Management LLC | 8,901 | $1.24M | 1.20% | −332−3.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,928 | $1.25M | 0.04% | −3,525−28.3% | Reduced |
| Neville Rodie & Shaw Inc | 8,941 | $1.25M | 0.10% | +800+9.8% | Added |