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 |
|---|---|---|---|---|---|
| Harvey Capital Management Inc | 17,150 | $2.39M | 0.82% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 17,155 | $2.39M | 0.63% | −300−1.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,162 | $2.39M | 1.38% | +10.0% | Added |
| BNC Wealth Management, LLC | 17,170 | $2.39M | 1.42% | −386−2.2% | Reduced |
| Churchill Management Corp | 17,176 | $2.39M | 0.04% | +17,176 | New |
| 1st Source Bank | 17,195 | $2.40M | 0.15% | +77+0.4% | Added |
| Northstar Group, Inc. | 17,200 | $2.40M | 0.62% | +1,284+8.1% | Added |
| Miller Investment Management, LP | 17,275 | $2.41M | 0.41% | 00.0% | Unchanged |
| West Branch Capital LLC | 17,280 | $2.41M | 1.16% | +213+1.2% | Added |
| Community Financial Services Group, LLC | 17,309 | $2.41M | 0.66% | +257+1.5% | Added |
| Ballentine Partners, LLC | 17,316 | $2.41M | 0.08% | −142−0.8% | Reduced |
| Meridian Wealth Management, LLC | 17,317 | $2.41M | 0.30% | +659+4.0% | Added |
| Checchi Capital Advisers, LLC | 17,412 | $2.43M | 0.30% | +294+1.7% | Added |
| Golden State Equity Partners | 17,424 | $2.43M | 1.01% | +758+4.5% | Added |
| Equitable Holdings, Inc. | 17,483 | $2.44M | 0.04% | −203−1.1% | Reduced |
| Seven Eight Capital, LP | 17,510 | $2.44M | 0.24% | +6,741+62.6% | Added |
| Empirical Finance, LLC | 17,593 | $2.45M | 0.37% | +975+5.9% | Added |
| Dumont & Blake Investment Advisors LLC | 17,679 | $2.46M | 0.71% | −42−0.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 17,677 | $2.46M | 0.45% | +17,677 | New |
| High Note Wealth, LLC | 17,677 | $2.46M | 0.89% | +364+2.1% | Added |
| Clarius Group, LLC | 17,738 | $2.47M | 0.22% | +438+2.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 17,820 | $2.48M | 0.76% | −6,051−25.3% | Reduced |
| Archford Capital Strategies, LLC | 17,894 | $2.49M | 0.59% | +10+0.1% | Added |
| JCIC Asset Management Inc. | 17,985 | $2.51M | 0.82% | +260+1.5% | Added |
| Arete Wealth Advisors, LLC | 18,013 | $2.51M | 0.28% | +734+4.2% | Added |
| Girard Partners Ltd. | 18,005 | $2.51M | 0.32% | +1,641+10.0% | Added |
| Wunderlich Capital Managemnt | 18,060 | $2.52M | 1.21% | +797+4.6% | Added |
| Quattro Financial Advisors LLC | 17,321 | $2.52M | 0.67% | +1,567+9.9% | Added |
| Essex Investment Management Co LLC | 18,117 | $2.52M | 0.31% | −22,512−55.4% | Reduced |
| Magnolia Capital Advisors LLC | 18,148 | $2.53M | 0.88% | +7,593+71.9% | Added |
| Mattern Wealth Management LLC | 18,204 | $2.54M | 0.85% | +221+1.2% | Added |
| Shelton Capital Management | 18,268 | $2.55M | 0.10% | −4,822−20.9% | Reduced |
| AIMZ Investment Advisors, LLC | 18,268 | $2.55M | 1.15% | +10.0% | Added |
| Capital Asset Advisory Services LLC | 18,293 | $2.55M | 0.28% | +472+2.6% | Added |
| Symmetry Partners, LLC | 18,697 | $2.55M | 0.17% | −10,043−34.9% | Reduced |
| Diligent Investors, LLC | 18,127 | $2.56M | 0.87% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 18,349 | $2.56M | 1.20% | −1,038−5.4% | Reduced |
| Delta Financial Advisors LLC | 18,375 | $2.56M | 1.14% | −106−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 18,374 | $2.56M | 0.25% | +9,720+112.3% | Added |
| Cumberland Partners Ltd | 18,409 | $2.57M | 0.21% | +839+4.8% | Added |
| K.J. Harrison & Partners Inc | 18,304 | $2.57M | 0.37% | +9,925+118.5% | Added |
| Inverness Counsel LLC | 18,454 | $2.57M | 0.09% | −25,738−58.2% | Reduced |
| Octavia Wealth Advisors, LLC | 18,455 | $2.58M | 0.66% | −1,131−5.8% | Reduced |
| Bank of New Hampshire | 18,273 | $2.58M | 0.69% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 18,487 | $2.58M | 0.33% | +256+1.4% | Added |
| Rocky Mountain Advisers, LLC | 18,506 | $2.58M | 3.14% | −164−0.9% | Reduced |
| Beacon Financial Group | 18,370 | $2.58M | 0.36% | −327−1.7% | Reduced |
| Outfitter Financial LLC | 18,575 | $2.59M | 2.04% | +80+0.4% | Added |
| Rehmann Capital Advisory Group | 18,594 | $2.59M | 0.25% | +100+0.5% | Added |
| Aries Wealth Management | 18,611 | $2.59M | 1.10% | +868+4.9% | Added |
| Investment House LLC | 18,652 | $2.60M | 0.19% | −1,790−8.8% | Reduced |
| Dearborn Partners LLC | 18,653 | $2.60M | 0.11% | −1,721−8.4% | Reduced |
| Stokes Family Office, LLC | 18,662 | $2.60M | 0.36% | +1,099+6.3% | Added |
| Roberts Glore & Co Inc | 18,678 | $2.60M | 0.79% | +50.0% | Added |
| Congress Park Capital LLC | 18,685 | $2.60M | 1.33% | +1,096+6.2% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 19,027 | $2.61M | 0.33% | +2,119+12.5% | Added |
| CFS Investment Advisory Services, LLC | 18,756 | $2.61M | 0.36% | +18,756 | New |
| Dakota Wealth Management | 18,737 | $2.61M | 0.30% | −31,431−62.7% | Reduced |
| Transcend Wealth Collective, LLC | 17,606 | $2.62M | 0.23% | +77+0.4% | Added |
| WC Walker & Associates, Inc. | 18,801 | $2.62M | 1.40% | +300+1.6% | Added |
| First Citizens Bank & Trust Co | 18,887 | $2.63M | 0.13% | −1,864−9.0% | Reduced |
| Ropes Wealth Advisors LLC | 18,905 | $2.63M | 0.42% | −341−1.8% | Reduced |
| Westover Capital Advisors, LLC | 18,923 | $2.64M | 0.83% | −149−0.8% | Reduced |
| Bryn Mawr Trust Co | 18,967 | $2.64M | 0.10% | +659+3.6% | Added |
| Tiedemann Advisors, LLC | 19,006 | $2.65M | 0.14% | −800−4.0% | Reduced |
| Summit Asset Management, LLC | 19,045 | $2.65M | 0.83% | −290−1.5% | Reduced |
| 180 Wealth Advisors, LLC | 18,932 | $2.66M | 0.59% | +451+2.4% | Added |
| Trust Co of Vermont | 19,117 | $2.67M | 0.19% | −90.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 19,120 | $2.67M | 0.07% | +127+0.7% | Added |
| Telemus Capital, LLC | 19,140 | $2.67M | 0.23% | +2,092+12.3% | Added |
| Silverleafe Capital Partners, LLC | 19,211 | $2.68M | 1.06% | −1,174−5.8% | Reduced |
| Hemenway Trust Co LLC | 19,357 | $2.70M | 0.27% | +755+4.1% | Added |
| Waddell & Associates, LLC | 19,404 | $2.70M | 0.46% | +4,712+32.1% | Added |
| Vestmark Advisory Solutions, Inc. | 19,476 | $2.71M | 0.18% | +1,870+10.6% | Added |
| Garner Asset Management Corp | 19,498 | $2.72M | 1.27% | +141+0.7% | Added |
| BDO Wealth Advisors, LLC | 19,505 | $2.72M | 0.30% | +665+3.5% | Added |
| Haverford Trust Co | 19,575 | $2.73M | 0.03% | +107+0.5% | Added |
| AMJ Financial Wealth Management | 19,598 | $2.73M | 1.12% | +1,505+8.3% | Added |
| Great Valley Advisor Group, Inc. | 19,604 | $2.73M | 0.19% | +1,276+7.0% | Added |
| Means Investment Co., Inc. | 19,641 | $2.74M | 0.54% | −19−0.1% | Reduced |
| Marshall Wace North America L.P. | 19,660 | $2.74M | 0.01% | −215,665−91.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 19,677 | $2.74M | 0.49% | +186+1.0% | Added |
| TCG Advisory Services, LLC | 19,695 | $2.75M | 0.72% | −2,803−12.5% | Reduced |
| Perpetual Investment Management Ltd | 19,752 | $2.75M | 0.35% | −6,400−24.5% | Reduced |
| RFG Advisory, LLC | 19,760 | $2.75M | 0.23% | +857+4.5% | Added |
| Allworth Financial LP | 19,857 | $2.77M | 0.05% | +3,779+23.5% | Added |
| Moloney Securities Asset Management, LLC | 19,889 | $2.77M | 0.50% | +339+1.7% | Added |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.78M | 0.69% | 00.0% | Unchanged |
| Ulysses Management LLC | 20,000 | $2.79M | 0.49% | −10,000−33.3% | Reduced |
| Smith, Moore & Co. | 20,025 | $2.79M | 0.43% | +3,202+19.0% | Added |
| Herold Advisors, Inc. | 20,028 | $2.79M | 1.09% | +20,028 | New |
| Hancock Whitney Corp | 20,043 | $2.79M | 0.10% | −707−3.4% | Reduced |
| Leelyn Smith, LLC | 20,067 | $2.80M | 0.81% | +1,709+9.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 20,110 | $2.80M | 0.21% | −290−1.4% | Reduced |
| Wealthspire Advisors, LLC | 20,166 | $2.81M | 0.06% | +7,556+59.9% | Added |
| Bank Ozk | 20,213 | $2.82M | 1.28% | −310−1.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 20,270 | $2.83M | 0.65% | +80+0.4% | Added |
| Rossmore Private Capital | 20,292 | $2.83M | 0.48% | +20.0% | Added |
| Sumitomo Life Insurance Co | 20,329 | $2.83M | 0.08% | −858−4.0% | Reduced |
| Centaurus Financial, Inc. | 20,337 | $2.83M | 0.24% | +2,056+11.2% | Added |