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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 30,496 | $4.25M | 0.20% | −4,005−11.6% | Reduced |
| LVW Advisors, LLC | 30,502 | $4.25M | 0.74% | +602+2.0% | Added |
| Eagle Capital Management, LLC | 30,589 | $4.26M | 1.16% | −130.0% | Reduced |
| Keeler Thomas Management LLC | 30,662 | $4.28M | 2.04% | +2,436+8.6% | Added |
| Gamco Investors, Inc. Et Al | 30,765 | $4.29M | 0.04% | −1,365−4.2% | Reduced |
| Schnieders Capital Management LLC | 30,944 | $4.31M | 1.16% | +1,634+5.6% | Added |
| Wesleyan Assurance Society | 31,000 | $4.32M | 0.55% | 00.0% | Unchanged |
| Asset Planning Services Inc | 31,065 | $4.33M | 2.56% | +425+1.4% | Added |
| CX Institutional | 31,144 | $4.34M | 0.35% | −108−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 31,220 | $4.35M | 0.04% | +361+1.2% | Added |
| Berger Financial Group, Inc | 31,228 | $4.35M | 0.78% | +176+0.6% | Added |
| Proficio Capital Partners LLC | 31,334 | $4.37M | 0.57% | +98+0.3% | Added |
| Bridges Investment Management Inc | 31,410 | $4.38M | 0.14% | −3,200−9.2% | Reduced |
| Good Life Advisors, LLC | 31,541 | $4.40M | 0.60% | +13,308+73.0% | Added |
| Murphy Capital Management Inc | 31,565 | $4.40M | 0.51% | −399−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 31,599 | $4.40M | 0.17% | +204+0.6% | Added |
| Horrell Capital Management, Inc. | 31,657 | $4.41M | 1.68% | +100+0.3% | Added |
| Baugh & Associates, LLC | 31,736 | $4.42M | 2.71% | −150.0% | Reduced |
| Coldstream Capital Management Inc | 31,897 | $4.46M | 0.22% | −601−1.8% | Reduced |
| Harbour Investments, Inc. | 32,200 | $4.49M | 0.14% | −6,276−16.3% | Reduced |
| Park Avenue Securities LLC | 32,241 | $4.49M | 0.09% | +830+2.6% | Added |
| Spinnaker Trust | 32,242 | $4.49M | 0.31% | +1,398+4.5% | Added |
| Mader & Shannon Wealth Management, Inc. | 32,427 | $4.52M | 2.89% | −34−0.1% | Reduced |
| Profund Advisors LLC | 32,666 | $4.55M | 0.15% | −3,814−10.5% | Reduced |
| Wendell David Associates Inc | 32,839 | $4.58M | 0.51% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 32,864 | $4.58M | 0.72% | +28+0.1% | Added |
| McGuire Investment Group, LLC | 32,956 | $4.59M | 0.86% | +482+1.5% | Added |
| Baker Chad R | 33,000 | $4.60M | 1.03% | 00.0% | Unchanged |
| Fragasso Group Inc. | 33,013 | $4.60M | 0.61% | −8,940−21.3% | Reduced |
| First American Trust, FSB | 33,082 | $4.61M | 0.70% | +956+3.0% | Added |
| Bridgecreek Investment Management, LLC | 33,145 | $4.62M | 0.66% | +100+0.3% | Added |
| O'Shares Investment Advisers, LLC | 33,293 | $4.64M | 0.34% | −28,999−46.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 33,407 | $4.66M | 1.51% | +475+1.4% | Added |
| Fundamentun, LLC | 33,519 | $4.67M | 0.81% | +5,617+20.1% | Added |
| SlateStone Wealth, LLC | 33,542 | $4.67M | 1.07% | +189+0.6% | Added |
| Fulton Bank, N.A. | 33,809 | $4.71M | 0.22% | +1,544+4.8% | Added |
| Cornerstone Wealth Management, LLC | 33,832 | $4.71M | 0.50% | −3,028−8.2% | Reduced |
| JGP Wealth Management, LLC | 33,891 | $4.72M | 1.02% | +237+0.7% | Added |
| Valeo Financial Advisors, LLC | 34,012 | $4.74M | 0.28% | +959+2.9% | Added |
| Meeder Asset Management Inc | 34,090 | $4.75M | 0.25% | +7,494+28.2% | Added |
| Lincoln National Corp | 34,159 | $4.76M | 0.10% | −1,625−4.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 34,207 | $4.77M | 1.44% | +1,575+4.8% | Added |
| Cinctive Capital Management LP | 34,317 | $4.78M | 0.26% | +22,321+186.1% | Added |
| Twin Capital Management Inc | 34,394 | $4.79M | 0.49% | −6,890−16.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 34,533 | $4.81M | 0.05% | +1,973+6.1% | Added |
| Two Sigma Advisers, LP | 34,600 | $4.82M | 0.01% | −26,200−43.1% | Reduced |
| Grassi Investment Management | 34,707 | $4.84M | 0.54% | +30.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 34,835 | $4.86M | 0.13% | +28,331+435.6% | Added |
| Chickasaw Capital Management LLC | 34,902 | $4.87M | 0.24% | +2,075+6.3% | Added |
| LS Investment Advisors, LLC | 34,965 | $4.87M | 0.63% | +31,355+868.6% | Added |
| Investment Advisory Services Inc | 35,014 | $4.88M | 2.99% | −160.0% | Reduced |
| Karp Capital Management Corp | 35,013 | $4.88M | 0.69% | +2,183+6.6% | Added |
| Pinnacle Financial Partners Inc | 35,195 | $4.91M | 0.17% | +1,065+3.1% | Added |
| Bahl & Gaynor Inc | 35,289 | $4.92M | 0.03% | −25−0.1% | Reduced |
| Xcel Wealth Management, LLC | 35,416 | $4.94M | 1.43% | +30+0.1% | Added |
| Everence Capital Management Inc | 35,430 | $4.94M | 0.41% | 00.0% | Unchanged |
| Cerity Partners LLC | 35,592 | $4.96M | 0.11% | −2,407−6.3% | Reduced |
| Toroso Investments, LLC | 35,770 | $4.99M | 0.19% | +9,643+36.9% | Added |
| Plimoth Trust Co LLC | 35,906 | $5.00M | 1.42% | +1,161+3.3% | Added |
| Goelzer Investment Management, Inc. | 35,982 | $5.01M | 0.44% | −1,832−4.8% | Reduced |
| Adell Harriman & Carpenter Inc | 35,981 | $5.02M | 0.52% | −615−1.7% | Reduced |
| Csenge Advisory Group | 36,626 | $5.02M | 0.42% | +23,252+173.9% | Added |
| Pavion Blue Capital, LLC | 36,120 | $5.03M | 3.13% | +116+0.3% | Added |
| Ossiam | 36,142 | $5.04M | 0.14% | +20,919+137.4% | Added |
| Royal Fund Management, LLC | 36,261 | $5.05M | 0.81% | −173−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 36,309 | $5.06M | 0.07% | +357+1.0% | Added |
| Gifford Fong Associates | 36,400 | $5.07M | 0.99% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 36,478 | $5.08M | 1.02% | −1,368−3.6% | Reduced |
| First Midwest Bank Trust Division | 36,560 | $5.10M | 0.73% | −631−1.7% | Reduced |
| Frontier Wealth Management LLC | 36,630 | $5.11M | 0.35% | +1,088+3.1% | Added |
| Busey Wealth Management | 36,664 | $5.11M | 0.21% | +7,277+24.8% | Added |
| 6 Meridian | 36,754 | $5.12M | 0.40% | +2,511+7.3% | Added |
| CBOE Vest Financial, LLC | 36,831 | $5.13M | 1.56% | +8,003+27.8% | Added |
| Diversified Trust Co | 36,858 | $5.14M | 0.18% | +145+0.4% | Added |
| Greenleaf Trust | 37,011 | $5.16M | 0.06% | +793+2.2% | Added |
| Aptus Capital Advisors, LLC | 37,063 | $5.17M | 0.20% | +4,601+14.2% | Added |
| Siemens Fonds Invest GmbH | 37,111 | $5.17M | 0.35% | +1,716+4.8% | Added |
| Skba Capital Management LLC | 37,200 | $5.18M | 1.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 38,160 | $5.19M | 0.35% | +5,179+15.7% | Added |
| Strategic Wealth Advisors Group, LLC | 37,391 | $5.21M | 0.25% | −2,869−7.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 37,408 | $5.21M | 0.44% | −405−1.1% | Reduced |
| Eisler Capital (UK) Ltd. | 37,460 | $5.22M | 0.62% | +37,460 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 37,494 | $5.23M | 0.55% | +1,757+4.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 37,536 | $5.23M | 0.33% | −4,200−10.1% | Reduced |
| Alexandria Capital, LLC | 37,537 | $5.23M | 0.48% | +847+2.3% | Added |
| Picton Mahoney Asset Management | 37,674 | $5.25M | 0.20% | +2,856+8.2% | Added |
| Charter Trust Co | 37,708 | $5.26M | 0.49% | −580−1.5% | Reduced |
| O'Brien Greene & Co. Inc | 37,818 | $5.27M | 1.92% | +907+2.5% | Added |
| Ally Financial Inc. | 38,000 | $5.30M | 0.52% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 38,105 | $5.31M | 0.33% | −745−1.9% | Reduced |
| Mach-1 Financial Group, Inc. | 38,170 | $5.32M | 4.04% | +3,376+9.7% | Added |
| Advanced Asset Management Advisors Inc | 38,234 | $5.33M | 1.14% | −64−0.2% | Reduced |
| Rice Partnership, LLC | 38,335 | $5.34M | 1.69% | −804−2.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 38,861 | $5.42M | 0.11% | +5,069+15.0% | Added |
| One Capital Management, LLC | 38,906 | $5.42M | 0.45% | +713+1.9% | Added |
| Veriti Management LLC | 39,099 | $5.45M | 0.77% | +3,043+8.4% | Added |
| Hendley & Co Inc | 39,202 | $5.46M | 1.91% | −130−0.3% | Reduced |
| Pensionfund DSM Netherlands | 39,300 | $5.48M | 0.70% | +39,300 | New |
| Griffin Asset Management, Inc. | 39,490 | $5.50M | 0.70% | −1,550−3.8% | Reduced |
| Laurel Wealth Advisors LLC | 39,704 | $5.53M | 1.26% | −860−2.1% | Reduced |