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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 25,053 | $3.50M | 0.46% | +624+2.6% | Added |
| Inscription Capital, LLC | 25,117 | $3.50M | 1.10% | +17,703+238.8% | Added |
| KG&L Capital Management,LLC | 25,145 | $3.50M | 1.54% | −797−3.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 25,196 | $3.51M | 1.15% | +237+0.9% | Added |
| Kingsview Wealth Management, LLC | 25,286 | $3.52M | 0.17% | +1,485+6.2% | Added |
| SRN Advisors, LLC | 25,334 | $3.53M | 1.64% | −1,805−6.7% | Reduced |
| Peninsula Asset Management Inc | 25,503 | $3.55M | 1.83% | +1,161+4.8% | Added |
| Bank of Hawaii | 25,531 | $3.56M | 0.20% | +215+0.8% | Added |
| Claret Asset Management Corp | 25,580 | $3.56M | 0.61% | −292−1.1% | Reduced |
| Lincluden Management Ltd | 25,657 | $3.58M | 0.36% | −2,406−8.6% | Reduced |
| Horan Capital Advisors, LLC. | 25,671 | $3.58M | 1.58% | +386+1.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,765 | $3.59M | 0.85% | +125+0.5% | Added |
| Blue Fin Capital, Inc. | 25,820 | $3.60M | 1.10% | +141+0.5% | Added |
| Texas Yale Capital Corp. | 25,862 | $3.60M | 0.20% | −15−0.1% | Reduced |
| Founders Capital Management | 25,871 | $3.61M | 2.47% | −1,749−6.3% | Reduced |
| Acropolis Investment Management, LLC | 26,237 | $3.61M | 0.43% | +226+0.9% | Added |
| Private Trust Co NA | 25,972 | $3.62M | 0.53% | −136−0.5% | Reduced |
| HBK Investments L P | 26,023 | $3.63M | 0.05% | +26,023 | New |
| Stoneridge Investment Partners LLC | 26,043 | $3.63M | 1.81% | −2,724−9.5% | Reduced |
| Stratos Wealth Advisors, LLC | 26,060 | $3.63M | 0.31% | +6,218+31.3% | Added |
| Providence Capital Advisors, LLC | 26,127 | $3.64M | 1.14% | +2,500+10.6% | Added |
| Parallel Advisors, LLC | 26,222 | $3.65M | 0.15% | +2,453+10.3% | Added |
| Magellan Asset Management Ltd | 26,254 | $3.66M | 0.01% | +17,058+185.5% | Added |
| Raab & Moskowitz Asset Management LLC | 26,309 | $3.67M | 1.32% | +186+0.7% | Added |
| Mid Atlantic Financial Management Inc | 26,316 | $3.67M | 0.25% | +574+2.2% | Added |
| Ameritas Investment Partners, Inc. | 26,373 | $3.67M | 0.13% | +706+2.8% | Added |
| Somerset Trust Co | 26,387 | $3.68M | 1.50% | +1,875+7.6% | Added |
| Integrated Wealth Concepts LLC | 26,399 | $3.68M | 0.12% | +2,284+9.5% | Added |
| Butensky & Cohen Financial Security, Inc | 26,440 | $3.69M | 1.46% | +352+1.3% | Added |
| Arkadios Wealth Advisors | 26,460 | $3.69M | 0.53% | +942+3.7% | Added |
| United Capital Management of KS, Inc. | 26,511 | $3.69M | 1.51% | +835+3.3% | Added |
| Birinyi Associates Inc | 26,550 | $3.70M | 1.24% | +1,000+3.9% | Added |
| Winton Group Ltd | 26,549 | $3.70M | 0.21% | +25,015+1,630.7% | Added |
| Quest Investment Management LLC | 26,580 | $3.71M | 0.34% | 00.0% | Unchanged |
| Arrow Financial Corp | 26,642 | $3.71M | 0.48% | +525+2.0% | Added |
| Ameritas Investment Company, LLC | 26,695 | $3.72M | 0.17% | +9,289+53.4% | Added |
| Sequoia Financial Advisors, LLC | 26,702 | $3.72M | 0.38% | −16,778−38.6% | Reduced |
| Capital Analysts, LLC | 26,769 | $3.73M | 0.24% | −81−0.3% | Reduced |
| Legacy Capital Partners, Inc. | 26,777 | $3.73M | 1.35% | −178−0.7% | Reduced |
| Ar Asset Management Inc | 26,800 | $3.73M | 1.05% | 00.0% | Unchanged |
| Robbins Farley LLC | 26,890 | $3.75M | 2.76% | +198+0.7% | Added |
| BFSG, LLC | 26,904 | $3.75M | 0.57% | −100.0% | Reduced |
| Trexquant Investment LP | 26,914 | $3.75M | 0.30% | +12,159+82.4% | Added |
| New England Research & Management, Inc. | 27,007 | $3.76M | 1.97% | −60−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 27,086 | $3.78M | 0.33% | +4,424+19.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $3.78M | 2.47% | −600−2.2% | Reduced |
| HYA Advisors, Inc | 27,189 | $3.79M | 1.53% | −255−0.9% | Reduced |
| Strategy Asset Managers LLC | 27,493 | $3.83M | 0.85% | +654+2.4% | Added |
| Pecaut & Co. | 27,560 | $3.84M | 2.29% | −2,905−9.5% | Reduced |
| Gamble Jones Investment Counsel | 27,556 | $3.84M | 0.25% | −75−0.3% | Reduced |
| Windward Capital Management Co | 27,634 | $3.85M | 0.36% | +116+0.4% | Added |
| Resources Management Corp | 27,688 | $3.86M | 0.55% | +410+1.5% | Added |
| Cutler Group LP | 27,820 | $3.88M | 0.29% | +10,693+62.4% | Added |
| Venture Visionary Partners LLC | 27,989 | $3.90M | 0.28% | +7,615+37.4% | Added |
| Capital City Trust Co | 28,049 | $3.91M | 1.21% | +423+1.5% | Added |
| Estabrook Capital Management | 28,093 | $3.92M | 0.62% | −3,727−11.7% | Reduced |
| Great West Life Assurance Co | 28,110 | $3.94M | 0.01% | −118,388−80.8% | Reduced |
| Deseret Mutual Benefit Administrators | 28,340 | $3.95M | 0.73% | +15,697+124.2% | Added |
| Independent Financial Group, LLC | 28,452 | $3.97M | 0.41% | +5,685+25.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 28,507 | $3.97M | 0.73% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 28,514 | $3.97M | 0.97% | +1,163+4.3% | Added |
| Walter & Keenan Financial Consulting Co | 28,536 | $3.98M | 1.35% | −120.0% | Reduced |
| WBI Investments | 29,562 | $3.98M | 0.67% | +1,471+5.2% | Added |
| Laffer Tengler Investments | 28,610 | $3.99M | 1.15% | +7,398+34.9% | Added |
| Annex Advisory Services, LLC | 28,618 | $3.99M | 0.33% | +612+2.2% | Added |
| Capital Investment Advisors, LLC | 28,626 | $3.99M | 0.13% | +750+2.7% | Added |
| FAI Wealth Management | 28,676 | $4.00M | 3.47% | +104+0.4% | Added |
| First Manhattan Co | 28,745 | $4.01M | 0.01% | −71−0.2% | Reduced |
| GFS Advisors, LLC | 28,758 | $4.01M | 0.87% | +755+2.7% | Added |
| Berkshire Bank | 28,841 | $4.02M | 0.98% | +365+1.3% | Added |
| SignalPoint Asset Management, LLC | 28,917 | $4.03M | 1.29% | −364−1.2% | Reduced |
| NBT Bank N A | 28,993 | $4.04M | 0.56% | +1,784+6.6% | Added |
| Pensionfund Sabic | 29,000 | $4.04M | 0.85% | +29,000 | New |
| Prime Capital Investment Advisors, LLC | 29,038 | $4.05M | 0.25% | −12,349−29.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 29,160 | $4.06M | 1.08% | −273−0.9% | Reduced |
| Annandale Capital, LLC | 29,194 | $4.07M | 2.45% | −2,566−8.1% | Reduced |
| Exeter Financial, LLC | 29,191 | $4.07M | 2.43% | −148−0.5% | Reduced |
| Strategic Blueprint, LLC | 29,343 | $4.09M | 0.64% | −16−0.1% | Reduced |
| Quilter Plc | 29,523 | $4.12M | 0.11% | −2,434−7.6% | Reduced |
| Level Four Advisory Services, LLC | 29,632 | $4.13M | 0.43% | −13,769−31.7% | Reduced |
| Integrated Advisors Network LLC | 29,758 | $4.15M | 0.28% | −1,193−3.9% | Reduced |
| Allstate Corp | 29,846 | $4.16M | 0.17% | −2,999−9.1% | Reduced |
| Hixon Zuercher, LLC | 29,873 | $4.16M | 2.43% | +451+1.5% | Added |
| Carlson Capital L P | 29,900 | $4.17M | 0.22% | −12,800−30.0% | Reduced |
| Mechanics Bank Trust Department | 29,898 | $4.17M | 0.67% | −566−1.9% | Reduced |
| Rothschild Investment Corp | 29,906 | $4.17M | 0.35% | −6,969−18.9% | Reduced |
| JustInvest LLC | 29,988 | $4.18M | 0.38% | +10,554+54.3% | Added |
| Canal Insurance CO | 30,000 | $4.18M | 1.42% | +15,000+100.0% | Added |
| Proequities, Inc. | 30,131 | $4.20M | 0.26% | +3,238+12.0% | Added |
| Silvant Capital Management LLC | 30,136 | $4.20M | 0.75% | −5,792−16.1% | Reduced |
| XXEC, Inc. | 30,143 | $4.20M | 3.20% | −2,300−7.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 30,168 | $4.21M | 2.65% | +1,320+4.6% | Added |
| Greenwood Capital Associates LLC | 30,220 | $4.21M | 0.65% | +28,048+1,291.3% | Added |
| Wills Financial Group, Inc. | 30,260 | $4.22M | 1.89% | −1,772−5.5% | Reduced |
| Glen Eagle Advisors, LLC | 30,289 | $4.22M | 1.22% | +4,003+15.2% | Added |
| Field & Main Bank | 30,293 | $4.22M | 2.78% | +715+2.4% | Added |
| Mitchell Capital Management Co | 30,366 | $4.23M | 0.95% | +736+2.5% | Added |
| Schmidt P J Investment Management Inc | 28,457 | $4.23M | 0.83% | −107−0.4% | Reduced |
| SFMG, LLC | 30,404 | $4.24M | 0.47% | +3,841+14.5% | Added |
| Slow Capital, Inc. | 30,482 | $4.25M | 0.78% | +207+0.7% | Added |