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 |
|---|---|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 39,799 | $5.55M | 0.89% | +6,671+20.1% | Added |
| Trustmark National Bank Trust Department | 39,931 | $5.57M | 0.45% | −600−1.5% | Reduced |
| TRH Financial, LLC | 39,926 | $5.57M | 2.19% | +8,283+26.2% | Added |
| Nwi Management LP | 40,000 | $5.58M | 0.52% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $5.58M | 0.76% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 40,270 | $5.61M | 1.08% | −488−1.2% | Reduced |
| King Wealth | 40,294 | $5.62M | 1.15% | −36,388−47.5% | Reduced |
| Cohen Klingenstein LLC | 40,300 | $5.62M | 0.25% | 00.0% | Unchanged |
| Walleye Capital LLC | 40,344 | $5.62M | 0.17% | +3,606+9.8% | Added |
| Exchange Traded Concepts, LLC | 40,365 | $5.63M | 0.14% | −49,891−55.3% | Reduced |
| IBM Retirement Fund | 40,465 | $5.64M | 0.44% | +68+0.2% | Added |
| Veritable, L.P. | 40,560 | $5.65M | 0.09% | +407+1.0% | Added |
| Capula Management Ltd | 40,563 | $5.65M | 0.44% | +25,912+176.9% | Added |
| Signaturefd, LLC | 40,662 | $5.67M | 0.20% | −285−0.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 40,812 | $5.69M | 1.87% | +4,396+12.1% | Added |
| Family Management Corp | 40,909 | $5.70M | 1.57% | +351+0.9% | Added |
| Credit Agricole S A | 41,168 | $5.74M | 0.21% | +29,794+261.9% | Added |
| Woodstock Corp | 41,763 | $5.82M | 0.68% | +852+2.1% | Added |
| GHP Investment Advisors, Inc. | 41,834 | $5.83M | 0.46% | +2,407+6.1% | Added |
| Wedge Capital Management L L P | 41,842 | $5.83M | 0.08% | −158−0.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 41,888 | $5.84M | 0.41% | +686+1.7% | Added |
| Opus Investment Management Inc | 42,000 | $5.85M | 0.90% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 42,007 | $5.86M | 2.21% | +192+0.5% | Added |
| Covington Investment Advisors Inc. | 42,019 | $5.86M | 1.26% | −105−0.2% | Reduced |
| Atwater Malick LLC | 42,070 | $5.86M | 3.10% | +1,459+3.6% | Added |
| Mercer Capital Advisers, Inc. | 42,222 | $5.88M | 3.15% | −1,524−3.5% | Reduced |
| Bank of the West | 42,324 | $5.90M | 0.62% | −9,225−17.9% | Reduced |
| HighPoint Advisor Group LLC | 42,581 | $5.93M | 0.58% | +904+2.2% | Added |
| Jacobi Capital Management LLC | 42,660 | $5.95M | 0.76% | +369+0.9% | Added |
| Weik Capital Management | 42,665 | $5.95M | 2.46% | 00.0% | Unchanged |
| First Interstate Bank | 43,015 | $6.00M | 0.61% | +1,403+3.4% | Added |
| Constitution Capital LLC | 43,246 | $6.03M | 3.62% | −2,001−4.4% | Reduced |
| NorthCoast Asset Management LLC | 43,160 | $6.03M | 0.22% | +3,736+9.5% | Added |
| Granite Investment Advisors, LLC | 43,272 | $6.03M | 0.98% | −2,849−6.2% | Reduced |
| HNP Capital LLC | 43,342 | $6.04M | 1.51% | −878−2.0% | Reduced |
| Graypoint LLC | 43,362 | $6.04M | 0.74% | +606+1.4% | Added |
| Brandywine Global Investment Management, LLC | 43,502 | $6.06M | 0.05% | −531−1.2% | Reduced |
| Vectors Research Management, LLC | 43,510 | $6.06M | 1.43% | −710−1.6% | Reduced |
| Community Bank, N.A. | 43,523 | $6.07M | 0.74% | −417−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 43,566 | $6.07M | 0.04% | +26,293+152.2% | Added |
| OPSEU Pension Plan Trust Fund | 44,321 | $6.08M | 1.54% | +18,972+74.8% | Added |
| Sitrin Capital Management LLC | 43,705 | $6.09M | 2.92% | +190.0% | Added |
| Evercore Wealth Management, LLC | 43,830 | $6.11M | 0.11% | −6,509−12.9% | Reduced |
| Northwest Bancshares, Inc. | 43,899 | $6.12M | 1.39% | +699+1.6% | Added |
| Eagle Global Advisors LLC | 44,125 | $6.15M | 0.41% | +472+1.1% | Added |
| Homrich & Berg | 44,144 | $6.15M | 0.14% | +3,206+7.8% | Added |
| Whittier Trust Co of Nevada Inc | 44,160 | $6.16M | 0.25% | −365−0.8% | Reduced |
| Cigna Investments Inc | 44,174 | $6.16M | 0.46% | +595+1.4% | Added |
| Hayek Kallen Investment Management | 44,219 | $6.16M | 2.81% | −111−0.3% | Reduced |
| Associated Banc-Corp | 44,302 | $6.17M | 0.24% | −882−2.0% | Reduced |
| Bellecapital International Ltd. | 44,318 | $6.18M | 1.89% | +718+1.6% | Added |
| Greystone Financial Group, LLC | 44,330 | $6.18M | 1.84% | −6,805−13.3% | Reduced |
| Wedbush Securities Inc | 47,430 | $6.19M | 0.29% | +4,492+10.5% | Added |
| Toth Financial Advisory Corp | 44,400 | $6.19M | 0.94% | +177+0.4% | Added |
| United Fire Group Inc | 44,500 | $6.20M | 3.10% | +6,000+15.6% | Added |
| Richard Bernstein Advisors LLC | 44,512 | $6.20M | 0.13% | +2,706+6.5% | Added |
| Synergy Financial Management, LLC | 44,525 | $6.21M | 1.44% | −23,724−34.8% | Reduced |
| Caldwell Trust Co | 44,531 | $6.21M | 0.78% | +1,379+3.2% | Added |
| Smith Group Asset Management, LLC | 44,530 | $6.21M | 0.32% | +44,530 | New |
| Stratos Wealth Partners, LTD. | 44,761 | $6.24M | 0.16% | −2,121−4.5% | Reduced |
| Mattern Capital Management, LLC | 45,041 | $6.28M | 1.24% | +1,103+2.5% | Added |
| Cardinal Capital Management | 45,434 | $6.33M | 1.37% | −750−1.6% | Reduced |
| Carret Asset Management, LLC | 45,689 | $6.37M | 0.76% | −1,339−2.8% | Reduced |
| First Personal Financial Services | 45,694 | $6.37M | 1.58% | −1,267−2.7% | Reduced |
| Westfield Capital Management Co LP | 45,950 | $6.41M | 0.04% | +45,950 | New |
| Hourglass Capital, LLC | 46,015 | $6.41M | 1.75% | −95−0.2% | Reduced |
| Brinker Capital Investments, LLC | 45,595 | $6.43M | 0.10% | −229−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 47,260 | $6.46M | 0.28% | +42,871+976.8% | Added |
| Petrus Trust Company, LTA | 46,938 | $6.54M | 0.72% | +488+1.1% | Added |
| Pittenger & Anderson Inc | 47,098 | $6.57M | 0.33% | +1,035+2.2% | Added |
| Boston Research & Management Inc | 47,208 | $6.58M | 1.96% | +1,060+2.3% | Added |
| Pettyjohn, Wood & White, Inc | 47,304 | $6.59M | 1.46% | +448+1.0% | Added |
| Colonial Trust Advisors | 47,348 | $6.60M | 0.81% | +292+0.6% | Added |
| Meitav Dash Investments Ltd | 47,429 | $6.62M | 0.11% | −9,109−16.1% | Reduced |
| Covington Capital Management | 47,492 | $6.62M | 0.25% | −243−0.5% | Reduced |
| Hodges Capital Management Inc. | 47,562 | $6.63M | 0.49% | +6,934+17.1% | Added |
| New England Asset Management Inc | 47,675 | $6.64M | 0.12% | +2,100+4.6% | Added |
| Roundview Capital LLC | 47,850 | $6.67M | 0.74% | +676+1.4% | Added |
| Barbara Oil Co. | 48,000 | $6.69M | 3.14% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 48,031 | $6.69M | 0.74% | −1,035−2.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 48,353 | $6.74M | 0.65% | −220.0% | Reduced |
| AlphaStar Capital Management, LLC | 45,911 | $6.74M | 0.46% | +38,275+501.2% | Added |
| B. Riley Wealth Management, Inc. | 48,396 | $6.75M | 0.52% | +23,347+93.2% | Added |
| Tower Research Capital LLC (TRC) | 48,651 | $6.78M | 0.17% | −52,777−52.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 48,662 | $6.78M | 0.66% | −7,580−13.5% | Reduced |
| Headinvest, LLC | 48,682 | $6.79M | 1.29% | +532+1.1% | Added |
| Gofen & Glossberg LLC | 48,730 | $6.79M | 0.16% | −149−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 48,881 | $6.81M | 0.16% | +815+1.7% | Added |
| World Asset Management Inc | 48,933 | $6.82M | 0.68% | −925−1.9% | Reduced |
| Cypress Capital Group | 48,949 | $6.82M | 0.93% | −4,222−7.9% | Reduced |
| Geneos Wealth Management Inc. | 49,914 | $6.84M | 0.26% | +2,918+6.2% | Added |
| Marietta Wealth Management, LLC | 49,101 | $6.84M | 1.49% | +1,228+2.6% | Added |
| Brookfield Asset Management Inc. | 49,106 | $6.84M | 0.03% | +49,106 | New |
| Oak Harvest Investment Services | 49,192 | $6.86M | 2.00% | +7,159+17.0% | Added |
| Meridian Management Co | 49,225 | $6.86M | 2.10% | +3,680+8.1% | Added |
| Kestra Private Wealth Services, LLC | 49,713 | $6.93M | 0.39% | +2,277+4.8% | Added |
| Intact Investment Management Inc. | 49,800 | $6.94M | 0.19% | −900−1.8% | Reduced |
| Heritage Trust Co | 50,048 | $6.97M | 0.98% | +760+1.5% | Added |
| Marble Harbor Investment Counsel, LLC | 50,115 | $6.99M | 0.94% | −300−0.6% | Reduced |
| TD Private Client Wealth LLC | 50,286 | $7.01M | 0.30% | +1,004+2.0% | Added |