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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 11,458 | $1.60M | 0.07% | +698+6.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,468 | $1.60M | 0.01% | −121,228−91.4% | Reduced |
| Aigen Investment Management, LP | 11,465 | $1.60M | 0.31% | −10.0% | Reduced |
| PFS Investments Inc. | 10,759 | $1.61M | 0.03% | +758+7.6% | Added |
| Gyon Technologies Capital Management, LP | 11,523 | $1.61M | 0.43% | +6,380+124.1% | Added |
| MidWestOne Financial Group, Inc. | 11,535 | $1.61M | 0.38% | +394+3.5% | Added |
| Meristem Family Wealth, LLC | 11,661 | $1.63M | 0.16% | +5,683+95.1% | Added |
| Point72 Hong Kong Ltd | 11,679 | $1.63M | 0.13% | −42,185−78.3% | Reduced |
| Peterson Wealth Management | 11,681 | $1.63M | 1.26% | +204+1.8% | Added |
| Sargent Investment Group, LLC | 11,694 | $1.63M | 0.40% | −6,060−34.1% | Reduced |
| Guardian Capital LP | 11,729 | $1.64M | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11,792 | $1.64M | 0.89% | −834−6.6% | Reduced |
| HCR Wealth Advisors | 11,814 | $1.65M | 0.27% | −20−0.2% | Reduced |
| Lavaca Capital LLC | 11,816 | $1.65M | 0.83% | +190+1.6% | Added |
| Balentine LLC | 11,835 | $1.65M | 0.07% | +6,305+114.0% | Added |
| Members Capital Advisors Inc | 11,877 | $1.66M | 0.90% | 00.0% | Unchanged |
| Doliver Advisors, LP | 11,875 | $1.66M | 0.56% | +3,775+46.6% | Added |
| Global Trust Asset Management, LLC | 11,878 | $1.66M | 0.74% | +1,856+18.5% | Added |
| Alpha DNA Investment Management LLC | 11,915 | $1.66M | 1.16% | +11,915 | New |
| Financial Advisory Service, Inc. | 11,941 | $1.66M | 0.16% | +886+8.0% | Added |
| Liberty One Investment Management, LLC | 11,959 | $1.67M | 0.28% | +385+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 11,985 | $1.67M | 0.15% | −21−0.2% | Reduced |
| Pinnacle Holdings, LLC | 12,002 | $1.67M | 0.73% | −219−1.8% | Reduced |
| Pegasus Asset Management, Inc. | 12,005 | $1.67M | 0.77% | +1,159+10.7% | Added |
| NEXT Financial Group, Inc | 12,001 | $1.67M | 0.13% | +2,545+26.9% | Added |
| Arlington Partners LLC | 12,005 | $1.67M | 0.48% | +3,017+33.6% | Added |
| Keebeck Wealth Management, LLC | 12,021 | $1.68M | 0.33% | −2,783−18.8% | Reduced |
| CoreFirst Bank & Trust | 12,100 | $1.69M | 1.17% | −268−2.2% | Reduced |
| Ifrah Financial Services, Inc. | 12,105 | $1.69M | 0.49% | −1,052−8.0% | Reduced |
| Sunbelt Securities, Inc. | 11,945 | $1.69M | 0.30% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 12,167 | $1.70M | 0.52% | −5,561−31.4% | Reduced |
| Peddock Capital Advisors, LLC | 12,215 | $1.70M | 0.61% | +73+0.6% | Added |
| Baystate Wealth Management LLC | 12,255 | $1.71M | 0.17% | −28−0.2% | Reduced |
| Regency Capital Management Inc. | 12,306 | $1.72M | 1.21% | +1,980+19.2% | Added |
| Argent Advisors, Inc. | 12,321 | $1.72M | 0.98% | +296+2.5% | Added |
| West Family Investments, Inc. | 12,364 | $1.72M | 0.46% | +1,602+14.9% | Added |
| Valmark Advisers, Inc. | 12,424 | $1.73M | 0.03% | +41+0.3% | Added |
| True North Advisors, LLC | 12,434 | $1.73M | 0.34% | +266+2.2% | Added |
| Meridian Wealth Advisors, LLC | 12,446 | $1.74M | 0.48% | +597+5.0% | Added |
| Gables Capital Management Inc. | 12,469 | $1.74M | 1.13% | −40−0.3% | Reduced |
| Mather Group, LLC. | 12,611 | $1.76M | 0.04% | +4,503+55.5% | Added |
| Manchester Capital Management LLC | 12,645 | $1.76M | 0.24% | +49+0.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,663 | $1.76M | 0.64% | +3,608+39.8% | Added |
| Krilogy Financial LLC | 12,699 | $1.77M | 0.18% | +65+0.5% | Added |
| Jones Financial Companies LLLP | 12,726 | $1.77M | 0.00% | −1,815−12.5% | Reduced |
| Pearl River Capital, LLC | 12,762 | $1.78M | 0.48% | +12,762 | New |
| Plancorp, LLC | 12,771 | $1.78M | 0.12% | +349+2.8% | Added |
| AdvisorNet Financial, Inc | 12,779 | $1.78M | 0.12% | −2,528−16.5% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 12,810 | $1.78M | 1.57% | −110−0.9% | Reduced |
| Nations Financial Group Inc, | 12,823 | $1.79M | 0.27% | +694+5.7% | Added |
| Brooks, Moore & Associates, Inc. | 12,819 | $1.79M | 1.17% | +810+6.7% | Added |
| Harbor Financial Services, LLC | 12,858 | $1.79M | 0.78% | +300+2.4% | Added |
| Anchor Investment Management, LLC | 12,858 | $1.79M | 0.25% | +1,472+12.9% | Added |
| Mission Wealth Management, LP | 12,907 | $1.80M | 0.09% | −1,730−11.8% | Reduced |
| FLC Capital Advisors | 12,973 | $1.81M | 0.53% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 13,002 | $1.81M | 0.16% | −2,078−13.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.81M | 0.60% | 00.0% | Unchanged |
| Verdad Advisers, LP | 13,000 | $1.81M | 1.31% | +13,000 | New |
| Trust Co of Toledo NA | 13,009 | $1.81M | 0.30% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 13,072 | $1.82M | 0.20% | +1,318+11.2% | Added |
| SeaCrest Wealth Management, LLC | 13,111 | $1.83M | 0.22% | −3,199−19.6% | Reduced |
| Orser Capital Management, LLC | 13,110 | $1.83M | 1.03% | +290+2.3% | Added |
| Front Row Advisors LLC | 13,149 | $1.83M | 0.77% | +50.0% | Added |
| Pacifica Partners Inc. | 12,843 | $1.84M | 1.34% | +223+1.8% | Added |
| Sentry Investment Management LLC | 13,186 | $1.84M | 0.53% | −958−6.8% | Reduced |
| Argus Investors' Counsel, Inc. | 13,200 | $1.84M | 1.20% | −12,630−48.9% | Reduced |
| Johnson Financial Group, Inc. | 13,212 | $1.84M | 0.13% | −548−4.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13,226 | $1.84M | 0.35% | 00.0% | Unchanged |
| TCW Group Inc | 13,238 | $1.84M | 0.02% | −295−2.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,276 | $1.85M | 0.48% | +750+6.0% | Added |
| Conning Inc. | 13,282 | $1.85M | 0.05% | −51,499−79.5% | Reduced |
| Fred Alger Management, LLC | 13,280 | $1.85M | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 13,288 | $1.85M | 0.08% | +47+0.4% | Added |
| David Loasby | 13,296 | $1.85M | 0.24% | −15−0.1% | Reduced |
| Boltwood Capital Management | 13,302 | $1.85M | 0.75% | −100−0.7% | Reduced |
| Weatherly Asset Management L. P. | 13,335 | $1.86M | 0.23% | +157+1.2% | Added |
| Mizuho Securities USA LLC | 13,370 | $1.86M | 0.19% | +183+1.4% | Added |
| Windsor Capital Management, LLC | 13,416 | $1.87M | 0.60% | −351−2.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 13,473 | $1.88M | 0.59% | −393−2.8% | Reduced |
| Spirit of America Management Corp | 13,484 | $1.88M | 0.40% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 13,505 | $1.88M | 0.34% | +10.0% | Added |
| Winning Points Advisors, LLC | 13,509 | $1.88M | 1.42% | +506+3.9% | Added |
| Farr Miller & Washington LLC | 13,570 | $1.89M | 0.12% | +950+7.5% | Added |
| QP Wealth Management, LLC | 13,583 | $1.89M | 2.03% | −43−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 13,602 | $1.90M | 0.18% | +5,415+66.1% | Added |
| Stock Yards Bank & Trust Co | 13,635 | $1.90M | 0.12% | +180+1.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 13,684 | $1.91M | 0.45% | +300+2.2% | Added |
| American National Registered Investment Advisor, Inc. | 13,784 | $1.92M | 0.69% | −52−0.4% | Reduced |
| Chesley Taft & Associates LLC | 13,791 | $1.92M | 0.11% | −860−5.9% | Reduced |
| Lakeview Capital Partners, LLC | 13,837 | $1.93M | 0.89% | −578−4.0% | Reduced |
| Bailard, Inc. | 13,847 | $1.93M | 0.07% | −179−1.3% | Reduced |
| Security National Bank of Sioux City Iowa | 13,878 | $1.93M | 1.49% | −745−5.1% | Reduced |
| Abbrea Capital, LLC | 13,879 | $1.93M | 0.29% | −395−2.8% | Reduced |
| Apollon Wealth Management, LLC | 13,917 | $1.94M | 0.27% | +5,577+66.9% | Added |
| ProVise Management Group, LLC | 13,987 | $1.95M | 0.19% | −107−0.8% | Reduced |
| Geneva Capital Management LLC | 13,981 | $1.95M | 0.03% | +2,037+17.1% | Added |
| ICW Investment Advisors LLC | 14,016 | $1.95M | 1.26% | +159+1.1% | Added |
| ARGI Investment Services, LLC | 14,010 | $1.95M | 0.06% | +1,779+14.5% | Added |
| Huber Capital Management LLC | 14,055 | $1.96M | 0.51% | −1,500−9.6% | Reduced |
| Boenning & Scattergood, Inc. | 14,075 | $1.96M | 0.34% | −119−0.8% | Reduced |