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 |
|---|---|---|---|---|---|
| Roman Butler Fullerton & Co | 13,904 | $1.97M | 0.92% | +84+0.6% | Added |
| Canandaigua National Corp | 14,160 | $1.97M | 0.32% | +246+1.8% | Added |
| Allred Capital Management, LLC | 14,167 | $1.98M | 1.03% | −347−2.4% | Reduced |
| McMillion Capital Management Inc | 14,202 | $1.98M | 1.16% | +245+1.8% | Added |
| Welch Group, LLC | 14,203 | $1.98M | 0.13% | +888+6.7% | Added |
| North Star Investment Management Corp. | 14,230 | $1.98M | 0.16% | +56+0.4% | Added |
| Hartford Financial Management Inc. | 14,229 | $1.98M | 0.50% | +318+2.3% | Added |
| Martin & Co Inc | 14,255 | $1.99M | 0.47% | +1,090+8.3% | Added |
| CFM Wealth Partners LLC | 14,271 | $1.99M | 0.50% | 00.0% | Unchanged |
| MD Financial Management Inc. | 14,359 | $2.00M | 0.05% | −1,710−10.6% | Reduced |
| Carroll Financial Associates, Inc. | 14,360 | $2.00M | 0.11% | −457−3.1% | Reduced |
| Optimum Investment Advisors | 14,389 | $2.01M | 0.85% | −854−5.6% | Reduced |
| StoneX Group Inc. | 14,438 | $2.01M | 0.29% | −434−2.9% | Reduced |
| Moneta Group Investment Advisors LLC | 14,450 | $2.01M | 0.09% | +991+7.4% | Added |
| Occidental Asset Management, LLC | 14,468 | $2.02M | 0.52% | +953+7.1% | Added |
| Choate Investment Advisors | 14,510 | $2.02M | 0.13% | −431−2.9% | Reduced |
| Duff & Phelps Investment Management Co | 14,513 | $2.02M | 0.03% | −357−2.4% | Reduced |
| HighTower Trust Services, LTA | 14,535 | $2.03M | 0.25% | −113−0.8% | Reduced |
| Providence Wealth Advisors, LLC | 14,815 | $2.03M | 1.41% | −421−2.8% | Reduced |
| Quadrant Capital Group LLC | 14,563 | $2.03M | 0.28% | +357+2.5% | Added |
| MV Capital Management, Inc. | 14,575 | $2.03M | 0.34% | +759+5.5% | Added |
| Stevens Capital Management LP | 14,607 | $2.04M | 0.85% | −34,683−70.4% | Reduced |
| Bangor Savings Bank | 14,654 | $2.04M | 0.21% | +439+3.1% | Added |
| Ironwood Investment Counsel, LLC | 14,688 | $2.05M | 0.52% | +51+0.3% | Added |
| Wambolt & Associates, LLC | 14,951 | $2.05M | 0.82% | +1,338+9.8% | Added |
| Guardian Investment Management | 14,715 | $2.05M | 1.51% | −1,064−6.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,732 | $2.05M | 0.27% | +432+3.0% | Added |
| Essex Savings Bank | 13,874 | $2.05M | 0.75% | −134−1.0% | Reduced |
| Trust Co of Virginia | 14,784 | $2.06M | 0.23% | −101−0.7% | Reduced |
| BFT Financial Group, LLC | 14,846 | $2.07M | 0.38% | +1,063+7.7% | Added |
| Hollow Brook Wealth Management LLC | 14,850 | $2.07M | 1.28% | −528−3.4% | Reduced |
| Dynamic Advisor Solutions LLC | 14,882 | $2.07M | 0.16% | −954−6.0% | Reduced |
| Verity Asset Management, Inc. | 14,884 | $2.08M | 1.34% | +754+5.3% | Added |
| Parkside Financial Bank & Trust | 14,901 | $2.08M | 0.61% | +346+2.4% | Added |
| Lester Murray Antman dba SimplyRich | 14,927 | $2.08M | 0.76% | +86+0.6% | Added |
| BBVA USA | 14,950 | $2.08M | 0.12% | −1,814−10.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 14,995 | $2.09M | 0.38% | −772−4.9% | Reduced |
| Park Circle Co | 15,000 | $2.09M | 1.72% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.09M | 0.57% | 00.0% | Unchanged |
| Security National Bank of So Dak | 15,038 | $2.10M | 1.60% | −781−4.9% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.10M | 1.57% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 15,068 | $2.10M | 0.09% | +719+5.0% | Added |
| Sawtooth Solutions, LLC | 15,088 | $2.10M | 0.32% | +2,886+23.7% | Added |
| Sterling Investment Management, Inc. | 15,101 | $2.10M | 1.34% | +987+7.0% | Added |
| Maryland Capital Management | 15,122 | $2.11M | 0.13% | −468−3.0% | Reduced |
| Assetmark, Inc | 15,172 | $2.12M | 0.01% | −2,390−13.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 15,180 | $2.12M | 1.14% | +15,180 | New |
| Enterprise Financial Services Corp | 15,206 | $2.12M | 0.27% | +8,174+116.2% | Added |
| Hengehold Capital Management LLC | 15,243 | $2.13M | 0.28% | +172+1.1% | Added |
| Bank of Stockton | 15,273 | $2.13M | 0.65% | −275−1.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 15,291 | $2.13M | 0.01% | −1,000−6.1% | Reduced |
| Johanson Financial Advisors, Inc. | 15,300 | $2.13M | 0.73% | +411+2.8% | Added |
| WT Wealth Management | 15,419 | $2.15M | 0.83% | +1,966+14.6% | Added |
| Wealth Alliance Advisory Group, LLC | 15,430 | $2.15M | 1.05% | +50+0.3% | Added |
| Itau Unibanco Holding S.A. | 15,447 | $2.15M | 0.12% | +15,447 | New |
| Budros, Ruhlin & Roe, Inc. | 15,453 | $2.15M | 0.25% | −245−1.6% | Reduced |
| Applied Research Investments, LLC | 15,537 | $2.17M | 0.72% | −636−3.9% | Reduced |
| Equitable Trust Co | 15,557 | $2.17M | 0.14% | −665−4.1% | Reduced |
| Kinloch Capital, LLC | 15,581 | $2.17M | 1.53% | +980+6.7% | Added |
| Sculati Wealth Management, LLC | 15,602 | $2.17M | 1.15% | +192+1.2% | Added |
| Flagship Harbor Advisors, LLC | 15,445 | $2.18M | 0.23% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 15,668 | $2.18M | 0.07% | +849+5.7% | Added |
| Sepio Capital, LP | 15,687 | $2.19M | 0.18% | +58+0.4% | Added |
| AlphaCrest Capital Management LLC | 15,729 | $2.19M | 0.11% | −6,097−27.9% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.20M | 0.10% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 15,785 | $2.20M | 0.45% | −8,151−34.1% | Reduced |
| Successful Portfolios LLC | 15,790 | $2.20M | 1.31% | +237+1.5% | Added |
| NTV Asset Management LLC | 15,816 | $2.20M | 0.38% | +825+5.5% | Added |
| Duncker Streett & Co Inc | 15,826 | $2.21M | 0.42% | −333−2.1% | Reduced |
| Qtron Investments LLC | 15,829 | $2.21M | 0.59% | +1,756+12.5% | Added |
| Old National Bancorp | 15,855 | $2.21M | 0.08% | −4,027−20.3% | Reduced |
| Banque Cantonale Vaudoise | 15,854 | $2.21M | 0.10% | +13,802+672.6% | Added |
| Ledyard National Bank | 15,906 | $2.22M | 0.23% | −125−0.8% | Reduced |
| Vigilare Wealth Management | 15,957 | $2.22M | 1.38% | +664+4.3% | Added |
| IFG Advisory, LLC | 16,031 | $2.23M | 0.24% | +532+3.4% | Added |
| Naples Global Advisors, LLC | 16,026 | $2.23M | 0.29% | +579+3.7% | Added |
| Hudson Value Partners, LLC | 16,035 | $2.23M | 1.23% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 16,100 | $2.24M | 1.05% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 16,110 | $2.25M | 0.42% | −250−1.5% | Reduced |
| Change Path, LLC | 16,162 | $2.25M | 0.13% | +46+0.3% | Added |
| Pinkerton Retirement Specialists, LLC | 16,163 | $2.25M | 0.44% | +595+3.8% | Added |
| Smithfield Trust Co | 16,200 | $2.26M | 0.15% | −401−2.4% | Reduced |
| Summit X, LLC | 16,252 | $2.26M | 0.57% | +523+3.3% | Added |
| Providence First Trust Co | 16,281 | $2.27M | 1.07% | −727−4.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,299 | $2.27M | 1.47% | −177−1.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 16,342 | $2.28M | 0.68% | +206+1.3% | Added |
| Harbor Investment Advisory, LLC | 16,357 | $2.28M | 0.31% | −57−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 16,483 | $2.30M | 0.85% | +1,058+6.9% | Added |
| J. W. Coons Advisors, LLC | 16,458 | $2.30M | 0.79% | −200−1.2% | Reduced |
| Hudson Capital Management LLC | 16,571 | $2.31M | 0.92% | +90+0.5% | Added |
| Wolff Wiese Magana LLC | 16,616 | $2.32M | 1.63% | +1,125+7.3% | Added |
| Colony Group LLC | 16,704 | $2.33M | 0.04% | +544+3.4% | Added |
| Amussen Hunsaker Associates LLC | 16,713 | $2.33M | 0.64% | −56−0.3% | Reduced |
| Monument Capital Management | 16,786 | $2.34M | 0.80% | +88+0.5% | Added |
| Clare Market Investments LLC | 16,868 | $2.35M | 0.70% | +10,973+186.1% | Added |
| Riverbridge Partners LLC | 16,920 | $2.36M | 0.02% | −426−2.5% | Reduced |
| Page Arthur B | 17,003 | $2.37M | 1.76% | −600−3.4% | Reduced |
| Fort Pitt Capital Group, LLC | 17,035 | $2.37M | 0.10% | −4,149−19.6% | Reduced |
| Aspen Investment Management Inc | 17,066 | $2.38M | 1.26% | +2,826+19.8% | Added |
| Eads & Heald Wealth Management | 17,090 | $2.38M | 1.15% | +100+0.6% | Added |