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 |
|---|---|---|---|---|---|
| Jacobs & Co | 20,384 | $2.84M | 0.33% | +2,296+12.7% | Added |
| Trustcore Financial Services, LLC | 20,440 | $2.85M | 0.28% | +241+1.2% | Added |
| Meridian Investment Counsel Inc. | 20,645 | $2.88M | 1.04% | +192+0.9% | Added |
| YHB Investment Advisors, Inc. | 20,690 | $2.88M | 0.25% | +843+4.2% | Added |
| Enterprise Trust & Investment Co | 20,706 | $2.89M | 1.17% | −50−0.2% | Reduced |
| NovaPoint Capital, LLC | 20,740 | $2.89M | 1.16% | +386+1.9% | Added |
| Eudaimonia Partners, LLC | 20,753 | $2.89M | 0.52% | +322+1.6% | Added |
| Hennessy Advisors Inc | 20,800 | $2.90M | 0.17% | −400−1.9% | Reduced |
| Beck Capital Management, LLC | 20,822 | $2.90M | 0.97% | +20,822 | New |
| Appleton Partners Inc | 20,827 | $2.90M | 0.24% | +1,031+5.2% | Added |
| Capstone Triton Financial Group, LLC | 19,433 | $2.92M | 1.76% | −266−1.4% | Reduced |
| BerganKDV Wealth Management, LLC | 21,022 | $2.93M | 0.33% | +91+0.4% | Added |
| Wealthcare Advisory Partners LLC | 21,055 | $2.94M | 0.19% | +17+0.1% | Added |
| Savant Capital, LLC | 21,198 | $2.96M | 0.11% | +2,366+12.6% | Added |
| Little House Capital LLC | 21,379 | $2.98M | 1.75% | −1,935−8.3% | Reduced |
| Mutual Advisors, LLC | 21,397 | $2.98M | 0.18% | +1,686+8.6% | Added |
| Benedict Financial Advisors Inc | 21,403 | $2.98M | 0.83% | +39+0.2% | Added |
| Paradigm Financial Partners, LLC | 21,431 | $2.98M | 0.71% | +348+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 21,458 | $2.99M | 0.27% | +2,751+14.7% | Added |
| Trinity Legacy Partners, LLC | 21,484 | $2.99M | 1.07% | −22−0.1% | Reduced |
| Convergence Investment Partners, LLC | 21,554 | $3.00M | 1.61% | −2,783−11.4% | Reduced |
| IHT Wealth Management, LLC | 21,617 | $3.01M | 0.25% | −11,566−34.9% | Reduced |
| Duality Advisers, LP | 21,651 | $3.02M | 0.23% | +10,074+87.0% | Added |
| Vident Investment Advisory, LLC | 21,752 | $3.03M | 0.09% | +5,860+36.9% | Added |
| AMG National Trust Bank | 21,757 | $3.03M | 0.10% | +716+3.4% | Added |
| Wade G W & Inc | 21,865 | $3.05M | 0.14% | +2,775+14.5% | Added |
| Palisade Asset Management, LLC | 21,951 | $3.06M | 0.37% | −88−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 22,042 | $3.07M | 0.02% | −9,346−29.8% | Reduced |
| Northwest Investment Counselors, LLC | 22,066 | $3.08M | 0.86% | −114−0.5% | Reduced |
| Family Legacy, Inc. | 22,126 | $3.09M | 1.39% | +80+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 22,181 | $3.09M | 0.16% | −1,434−6.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,182 | $3.09M | 0.25% | −150−0.7% | Reduced |
| Chemung Canal Trust Co | 22,231 | $3.10M | 0.60% | −55−0.2% | Reduced |
| Tower View Investment Management & Research LLC | 22,310 | $3.11M | 1.73% | +148+0.7% | Added |
| Andesa Financial Management Inc. | 22,311 | $3.11M | 1.69% | −21,244−48.8% | Reduced |
| Journey Advisory Group, LLC | 22,335 | $3.11M | 1.01% | −2,650−10.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 22,343 | $3.11M | 0.65% | +1,471+7.0% | Added |
| Citizens Business Bank | 22,390 | $3.12M | 0.42% | −735−3.2% | Reduced |
| Allen Capital Group, LLC | 22,440 | $3.13M | 0.64% | +923+4.3% | Added |
| International Assets Investment Management, LLC | 22,465 | $3.13M | 0.56% | −3,509−13.5% | Reduced |
| Old Second National Bank of Aurora | 22,490 | $3.13M | 0.85% | −55−0.2% | Reduced |
| Kavar Capital Partners Group, LLC | 22,517 | $3.14M | 0.71% | +319+1.4% | Added |
| Pekin Hardy Strauss, Inc. | 22,597 | $3.15M | 0.45% | −123−0.5% | Reduced |
| EP Wealth Advisors, LLC | 22,666 | $3.16M | 0.09% | −1,847−7.5% | Reduced |
| Fairfield, Bush & Co. | 22,687 | $3.16M | 1.03% | −5,680−20.0% | Reduced |
| Cullen Capital Management LLC | 22,687 | $3.16M | 0.03% | +5,418+31.4% | Added |
| CFO4Life Group, LLC | 22,732 | $3.17M | 0.74% | +2,264+11.1% | Added |
| AllGen Financial Advisors, Inc. | 624,145 | $3.17M | 2.59% | +613,198+5,601.5% | Added |
| Sargent Bickham Lagudis LLC | 22,764 | $3.17M | 0.26% | −60.0% | Reduced |
| Thomasville National Bank | 22,791 | $3.18M | 0.33% | −133−0.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,947 | $3.20M | 2.33% | −100.0% | Reduced |
| Regal Investment Advisors LLC | 22,947 | $3.20M | 0.31% | +1,256+5.8% | Added |
| LaFleur & Godfrey LLC | 23,063 | $3.21M | 0.44% | −34−0.1% | Reduced |
| Waldron Private Wealth LLC | 23,088 | $3.22M | 0.19% | +2,200+10.5% | Added |
| Telos Capital Management, Inc. | 23,113 | $3.22M | 0.44% | +5,814+33.6% | Added |
| Strategic Wealth Partners, Ltd. | 23,210 | $3.23M | 0.95% | +4,006+20.9% | Added |
| Jarislowsky, Fraser Ltd | 23,236 | $3.24M | 0.02% | −2,338−9.1% | Reduced |
| TownSquare Capital, LLC | 23,258 | $3.24M | 0.09% | +3,004+14.8% | Added |
| Parsons Capital Management Inc | 23,307 | $3.25M | 0.25% | +1,153+5.2% | Added |
| Hyman Charles D | 23,337 | $3.25M | 0.23% | +42+0.2% | Added |
| Hudson Valley Investment Advisors Inc | 23,348 | $3.25M | 0.56% | −2,835−10.8% | Reduced |
| IFP Advisors, Inc | 23,375 | $3.26M | 0.07% | +1,924+9.0% | Added |
| Ieq Capital, LLC | 23,402 | $3.26M | 0.09% | +3,316+16.5% | Added |
| Steel Peak Wealth Management LLC | 23,446 | $3.27M | 0.22% | −93−0.4% | Reduced |
| Red Door Wealth Management, LLC | 23,477 | $3.27M | 1.25% | +1,814+8.4% | Added |
| Meiji Yasuda Life Insurance Co | 23,496 | $3.27M | 0.06% | +3,123+15.3% | Added |
| All Terrain Financial Advisors, LLC | 23,617 | $3.29M | 1.51% | +26+0.1% | Added |
| Alerus Financial NA | 23,619 | $3.29M | 0.30% | +2,008+9.3% | Added |
| TBH Global Asset Management, LLC | 23,645 | $3.30M | 0.77% | −1,342−5.4% | Reduced |
| Avantax Planning Partners, Inc. | 23,658 | $3.30M | 0.15% | +1,149+5.1% | Added |
| Diversified Investment Strategies, LLC | 23,725 | $3.31M | 2.45% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 23,742 | $3.31M | 2.17% | −28−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 23,825 | $3.32M | 0.48% | +320+1.4% | Added |
| Stonnington Group, LLC | 23,927 | $3.34M | 0.75% | −772−3.1% | Reduced |
| Institutional & Family Asset Management, LLC | 24,007 | $3.35M | 0.54% | −340−1.4% | Reduced |
| Financial & Tax Architects, LLC | 24,054 | $3.35M | 1.53% | +1,401+6.2% | Added |
| Bradley Mark J. | 24,096 | $3.36M | 2.30% | +430+1.8% | Added |
| Freestone Capital Holdings, LLC | 24,095 | $3.36M | 0.17% | +906+3.9% | Added |
| Snider Financial Group | 22,503 | $3.36M | 1.46% | −647−2.8% | Reduced |
| Clear Street Markets LLC | 24,146 | $3.37M | 0.74% | −809−3.2% | Reduced |
| Citizens National Bank Trust Department | 24,220 | $3.38M | 0.96% | 00.0% | Unchanged |
| Cascadia Advisory Services, LLC | 24,219 | $3.38M | 0.68% | +1,744+7.8% | Added |
| Bluefin Capital Management, LLC | 24,217 | $3.38M | 0.39% | +24,217 | New |
| HBK Sorce Advisory LLC | 24,229 | $3.38M | 0.19% | +1,995+9.0% | Added |
| Global Retirement Partners, LLC | 24,291 | $3.39M | 0.33% | +924+4.0% | Added |
| JT Stratford LLC | 24,299 | $3.39M | 1.04% | −581−2.3% | Reduced |
| Clearstead Advisors, LLC | 24,460 | $3.41M | 0.26% | +1,108+4.7% | Added |
| MRJ Capital Inc | 24,488 | $3.41M | 2.00% | +184+0.8% | Added |
| Kessler Investment Group, LLC | 24,582 | $3.43M | 2.43% | −1,008−3.9% | Reduced |
| Corient Capital Partners, LLC | 24,588 | $3.43M | 0.25% | +1,362+5.9% | Added |
| Pensionmark Financial Group, LLC | 24,678 | $3.44M | 0.78% | −255−1.0% | Reduced |
| SevenBridge Financial Group, LLC | 24,686 | $3.44M | 1.15% | +207+0.8% | Added |
| Harrell Investment Partners, LLC | 24,718 | $3.44M | 1.11% | −4,312−14.9% | Reduced |
| Comerica Securities,inc. | 24,746 | $3.45M | 0.24% | +747+3.1% | Added |
| Capital Advisors Inc | 24,754 | $3.45M | 0.10% | −800−3.1% | Reduced |
| Kovack Advisors, Inc. | 24,787 | $3.45M | 0.38% | −256−1.0% | Reduced |
| Patton Albertson Miller Group, LLC | 24,797 | $3.46M | 0.66% | +821+3.4% | Added |
| Bronson Point Management LLC | 25,000 | $3.48M | 1.52% | +25,000 | New |
| Hall Capital Management Co Inc | 25,008 | $3.49M | 2.23% | +50.0% | Added |
| Keel Point, LLC | 25,048 | $3.49M | 0.49% | +1,765+7.6% | Added |