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 |
|---|---|---|---|---|---|
| Asset Management Corp | 8,955 | $1.25M | 0.78% | −445−4.7% | Reduced |
| Diamant Asset Management, Inc. | 8,970 | $1.25M | 1.03% | +8,970 | New |
| Independence Bank of Kentucky | 8,975 | $1.25M | 0.54% | +62+0.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,985 | $1.25M | 0.67% | +400+4.7% | Added |
| Almanack Investment Partners, LLC. | 8,995 | $1.25M | 0.11% | +1,100+13.9% | Added |
| Spotlight Asset Group, Inc. | 9,008 | $1.26M | 0.63% | +1,559+20.9% | Added |
| Accretive Wealth Partners, LLC | 9,026 | $1.26M | 0.89% | +472+5.5% | Added |
| Founders Financial Securities LLC | 9,073 | $1.26M | 0.25% | +371+4.3% | Added |
| First Dallas Securities Inc. | 9,150 | $1.27M | 0.88% | −1,434−13.5% | Reduced |
| Gibraltar Capital Management, Inc. | 9,171 | $1.28M | 0.65% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 9,183 | $1.28M | 0.53% | −100−1.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,194 | $1.28M | 0.22% | −705−7.1% | Reduced |
| WMS Partners, LLC | 9,192 | $1.28M | 0.19% | +83+0.9% | Added |
| Mountain Pacific Investment Advisers Inc | 9,196 | $1.28M | 0.08% | −185−2.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 9,232 | $1.29M | 0.14% | +197+2.2% | Added |
| First National Bank of Hutchinson | 9,302 | $1.30M | 0.73% | −592−6.0% | Reduced |
| Warther Private Wealth, LLC | 9,462 | $1.30M | 1.16% | +24+0.3% | Added |
| Northeast Financial Consultants Inc | 9,433 | $1.31M | 0.09% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,504 | $1.32M | 0.16% | +9,504 | New |
| Coastal Investment Advisors, Inc. | 9,514 | $1.33M | 0.31% | +63+0.7% | Added |
| Bridge Creek Capital Management LLC | 9,528 | $1.33M | 0.49% | +735+8.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,904 | $1.33M | 0.53% | +263+3.0% | Added |
| Amarillo National Bank | 9,543 | $1.33M | 0.28% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 9,556 | $1.33M | 0.11% | −1,598−14.3% | Reduced |
| WealthPLAN Partners, LLC | 9,629 | $1.33M | 0.09% | −326−3.3% | Reduced |
| D.B. Root & Company, LLC | 9,576 | $1.33M | 0.52% | −15−0.2% | Reduced |
| Gratus Capital LLC | 9,602 | $1.34M | 0.14% | +174+1.8% | Added |
| X-Square Capital, LLC | 9,665 | $1.34M | 0.69% | +550+6.0% | Added |
| Chicago Capital, LLC | 9,639 | $1.34M | 0.05% | +3,945+69.3% | Added |
| Professional Planning | 9,652 | $1.34M | 0.64% | +271+2.9% | Added |
| Altman Advisors, Inc. | 9,012 | $1.35M | 0.75% | +73+0.8% | Added |
| Arden Trust Co | 9,679 | $1.35M | 0.23% | −597−5.8% | Reduced |
| AIA Group Ltd | 9,685 | $1.35M | 0.08% | +1,946+25.1% | Added |
| Investment Partners, Ltd. | 9,731 | $1.36M | 0.62% | −43−0.4% | Reduced |
| Montecito Bank & Trust | 9,746 | $1.36M | 0.26% | −2,928−23.1% | Reduced |
| Kidder Stephen W | 9,750 | $1.36M | 0.43% | 00.0% | Unchanged |
| Invst, LLC | 9,758 | $1.36M | 0.21% | +341+3.6% | Added |
| Lineweaver Wealth Advisors, LLC | 9,790 | $1.36M | 0.42% | +1,336+15.8% | Added |
| White Pine Capital LLC | 9,791 | $1.36M | 0.42% | −50−0.5% | Reduced |
| Symphony Financial, Ltd. Co. | 9,725 | $1.37M | 0.48% | −16,470−62.9% | Reduced |
| Jeppson Wealth Management, LLC | 9,888 | $1.38M | 0.72% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 9,895 | $1.38M | 1.00% | −293−2.9% | Reduced |
| Resource Management, LLC | 9,975 | $1.39M | 0.16% | −49−0.5% | Reduced |
| Sovarnum Capital L.P. | 10,000 | $1.39M | 1.32% | −5,500−35.5% | Reduced |
| IMC-Chicago, LLC | 10,002 | $1.39M | 0.11% | +10,002 | New |
| Independent Solutions Wealth Management, LLC | 10,040 | $1.40M | 0.35% | +145+1.5% | Added |
| Financial Advocates Investment Management | 10,096 | $1.41M | 0.10% | −4,459−30.6% | Reduced |
| Quest Capital Management Inc | 10,099 | $1.41M | 0.28% | +67+0.7% | Added |
| Madison Wealth Management | 10,099 | $1.41M | 0.31% | +307+3.1% | Added |
| BOK Financial Private Wealth, Inc. | 10,108 | $1.41M | 0.11% | +842+9.1% | Added |
| Gilbert & Cook, Inc. | 10,127 | $1.41M | 0.25% | +244+2.5% | Added |
| NVWM, LLC | 10,190 | $1.42M | 0.51% | +486+5.0% | Added |
| Ausdal Financial Partners, Inc. | 10,205 | $1.42M | 0.21% | −43−0.4% | Reduced |
| Linscomb & Williams, Inc. | 10,221 | $1.43M | 0.07% | −340−3.2% | Reduced |
| Summit Financial Strategies, Inc. | 10,225 | $1.43M | 0.30% | −274−2.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,346 | $1.44M | 0.02% | −2,112−17.0% | Reduced |
| SOL Capital Management CO | 10,350 | $1.44M | 0.29% | +660+6.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,401 | $1.45M | 0.97% | +38+0.4% | Added |
| First PREMIER Bank | 10,429 | $1.45M | 0.41% | −215−2.0% | Reduced |
| Chatham Capital Group, Inc. | 10,445 | $1.46M | 0.28% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 10,450 | $1.46M | 0.68% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,484 | $1.46M | 0.13% | +1,897+22.1% | Added |
| Aldebaran Financial Inc. | 10,504 | $1.46M | 1.26% | +126+1.2% | Added |
| Old Port Advisors | 10,650 | $1.47M | 0.53% | −197−1.8% | Reduced |
| Highlander Capital Management, LLC | 10,550 | $1.47M | 0.75% | 00.0% | Unchanged |
| Intrust Bank NA | 10,553 | $1.47M | 0.19% | +511+5.1% | Added |
| Smith Anglin Financial, LLC | 10,562 | $1.47M | 0.29% | −125−1.2% | Reduced |
| GFG Capital, LLC | 10,568 | $1.47M | 0.47% | +410+4.0% | Added |
| Essex Financial Services, Inc. | 10,631 | $1.48M | 0.17% | +2,435+29.7% | Added |
| First National Bank & Trust Co of Newtown | 10,654 | $1.49M | 0.31% | −35−0.3% | Reduced |
| Navalign, LLC | 10,686 | $1.49M | 0.63% | +72+0.7% | Added |
| Bayesian Capital Management, LP | 10,700 | $1.49M | 0.43% | −11,100−50.9% | Reduced |
| Spreng Capital Management, Inc. | 10,937 | $1.50M | 0.96% | +530+5.1% | Added |
| Douglas Lane & Associates, LLC | 10,877 | $1.52M | 0.02% | −217−2.0% | Reduced |
| Argent Capital Management LLC | 10,900 | $1.52M | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 31,746 | $1.52M | 0.41% | +22,021+226.4% | Added |
| Monetary Management Group Inc | 10,961 | $1.53M | 0.42% | +2,575+30.7% | Added |
| Deltec Asset Management LLC | 10,981 | $1.53M | 0.23% | −6,222−36.2% | Reduced |
| Harbor Advisors LLC | 11,000 | $1.53M | 0.31% | 00.0% | Unchanged |
| Pitcairn Co | 11,011 | $1.53M | 0.11% | −335−3.0% | Reduced |
| Fluent Financial, LLC | 11,015 | $1.53M | 0.65% | +393+3.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,023 | $1.54M | 0.00% | −200−1.8% | Reduced |
| WBH Advisory Inc | 11,040 | $1.54M | 0.21% | +10.0% | Added |
| First Commonwealth Financial Corp | 11,046 | $1.54M | 0.55% | −232−2.1% | Reduced |
| 9258 Wealth Management, LLC | 11,149 | $1.55M | 0.41% | −45−0.4% | Reduced |
| HawsGoodwin Investment Management LLC | 11,163 | $1.56M | 0.47% | −845−7.0% | Reduced |
| Park National Corp | 11,197 | $1.56M | 0.07% | +261+2.4% | Added |
| Trust Co of Oklahoma | 11,199 | $1.56M | 0.56% | +397+3.7% | Added |
| Breiter Capital Management Inc | 11,203 | $1.56M | 0.89% | +252+2.3% | Added |
| Pettee Investors, Inc. | 11,252 | $1.57M | 0.73% | +520+4.8% | Added |
| First Financial Bank - Trust Division | 11,257 | $1.57M | 0.17% | −293−2.5% | Reduced |
| Centric Wealth Management | 11,257 | $1.57M | 0.58% | +211+1.9% | Added |
| St. Johns Investment Management Company, LLC | 11,275 | $1.57M | 0.87% | +62+0.6% | Added |
| Main Street Financial Solutions, LLC | 11,313 | $1.58M | 0.24% | +764+7.2% | Added |
| Quad-Cities Investment Group, LLC | 11,332 | $1.58M | 1.10% | −933−7.6% | Reduced |
| Boston Financial Mangement LLC | 11,326 | $1.58M | 0.06% | −50−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,345 | $1.58M | 0.52% | +1,062+10.3% | Added |
| Trust Investment Advisors | 11,403 | $1.59M | 1.42% | −306−2.6% | Reduced |
| Great Lakes Advisors, LLC | 11,417 | $1.59M | 0.02% | −895−7.3% | Reduced |
| Crumly & Associates Inc. | 11,420 | $1.59M | 0.74% | −1,277−10.1% | Reduced |