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; 4,425 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 808 | $105.0K | 0.08% | +808 | New |
| Baron Financial Group, LLC | 765 | $106.6K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 791 | $110.0K | 0.05% | −2,070−72.4% | Reduced |
| AllSquare Wealth Management LLC | 790 | $110.0K | 0.07% | −100−11.2% | Reduced |
| Avion Wealth | 799 | $111.0K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 795 | $112.0K | 0.04% | +38+5.0% | Added |
| Column Capital Advisors, LLC | 807 | $112.0K | 0.02% | +190+30.8% | Added |
| Hillsdale Investment Management Inc. | 810 | $113.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 820 | $114.0K | 0.01% | −216−20.8% | Reduced |
| Cahill Financial Advisors Inc | 818 | $114.0K | 0.02% | +818 | New |
| Cohen & Steers, Inc. | 852 | $119.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 866 | $121.0K | 0.02% | +31+3.7% | Added |
| Tarbox Family Office, Inc. | 872 | $122.0K | 0.02% | −60−6.4% | Reduced |
| Vigilant Capital Management, LLC | 883 | $123.0K | 0.01% | −27−3.0% | Reduced |
| Blume Capital Management, Inc. | 900 | $125.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 835 | $125.0K | 0.06% | +1+0.1% | Added |
| Simon Quick Advisors, LLC | 899 | $125.0K | 0.03% | +132+17.2% | Added |
| Riverview Trust Co | 987 | $138.0K | 0.15% | 00.0% | Unchanged |
| Albion Financial Group | 1,010 | $141.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,017 | $142.0K | 0.08% | +100+10.9% | Added |
| AGF Investments LLC | 1,027 | $143.0K | 0.01% | −82−7.4% | Reduced |
| Core Wealth Advisors, Inc. | 1,027 | $143.0K | 0.09% | −10−1.0% | Reduced |
| Accel Wealth Management | 1,035 | $144.0K | 0.09% | +2+0.2% | Added |
| Carolina Wealth Advisors, LLC | 1,049 | $146.0K | 0.10% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 1,107 | $154.0K | 0.09% | +4+0.4% | Added |
| Islay Capital Management, LLC | 1,117 | $156.0K | 0.12% | −755−40.3% | Reduced |
| State of Wyoming | 1,123 | $157.0K | 0.10% | +1,123 | New |
| Kozak & Associates, Inc. | 1,091 | $160.0K | 0.09% | +1,091 | New |
| Twin Lakes Capital Management, LLC | 1,166 | $163.0K | 0.10% | +1,166 | New |
| Sierra Capital LLC | 1,183 | $165.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,185 | $165.0K | 0.04% | +448+60.8% | Added |
| Atticus Wealth Management, LLC | 1,191 | $166.0K | 0.07% | +183+18.2% | Added |
| Pacitti Group Inc. | 1,216 | $169.0K | 0.11% | +352+40.7% | Added |
| Green Harvest Asset Management LLC | 6,003 | $170.0K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,234 | $172.0K | 0.11% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,256 | $175.0K | 0.02% | −46−3.5% | Reduced |
| Meridian Wealth Partners, LLC | 1,304 | $182.0K | 0.04% | +1,304 | New |
| Solstein Capital, LLC | 1,341 | $187.0K | 0.11% | +391+41.2% | Added |
| O'Dell Group, LLC | 1,367 | $191.0K | 0.06% | −283−17.2% | Reduced |
| Acima Private Wealth, LLC | 1,372 | $191.0K | 0.09% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,393 | $194.0K | 0.05% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,441 | $201.0K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,425 | $201.0K | 0.21% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,447 | $202.0K | 0.11% | −30−2.0% | Reduced |
| Mitchell Sinkler & Starr | 1,460 | $203.0K | 0.18% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,453 | $203.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 1,466 | $204.0K | 0.18% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 1,474 | $205.0K | 0.01% | −30−2.0% | Reduced |
| Optas, LLC | 1,467 | $205.0K | 0.06% | −14−0.9% | Reduced |
| Buckingham Capital Management, Inc. | 1,469 | $205.0K | 0.03% | +4+0.3% | Added |
| Cheviot Value Management, LLC | 1,471 | $205.0K | 0.05% | +14+1.0% | Added |
| Wilkinson Global Asset Management LLC | 1,476 | $206.0K | 0.01% | 00.0% | Unchanged |
| F/M Investments LLC | 1,476 | $206.0K | 0.15% | +1,476 | New |
| Kempen Capital Management N.V. | 1,484 | $207.0K | 0.01% | −12,618−89.5% | Reduced |
| Source Financial Advisors LLC | 1,489 | $207.0K | 0.05% | −23−1.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 1,485 | $207.0K | 0.18% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,485 | $207.0K | 0.07% | +18+1.2% | Added |
| Aprio Wealth Management, LLC | 1,492 | $208.0K | 0.09% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 1,491 | $208.0K | 0.10% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,501 | $209.0K | 0.29% | +19+1.3% | Added |
| Ardsley Advisory Partners LP | 1,500 | $209.0K | 0.04% | +1,500 | New |
| Autus Asset Management, LLC | 1,510 | $210.0K | 0.02% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 1,509 | $210.0K | 0.11% | +4+0.3% | Added |
| Sandbox Financial Partners, LLC | 1,513 | $211.0K | 0.15% | −99−6.1% | Reduced |
| Versor Investments LP | 1,517 | $211.0K | 0.01% | +1,517 | New |
| Affiance Financial, LLC | 1,519 | $212.0K | 0.09% | −8−0.5% | Reduced |
| Camarda Financial Advisors, LLC | 1,519 | $212.0K | 0.14% | +1,519 | New |
| MANA Advisors LLC | 1,519 | $212.0K | 6.92% | +1,519 | New |
| Sigma Investment Counselors Inc | 1,530 | $213.0K | 0.02% | −30−1.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,535 | $214.0K | 0.13% | −389−20.2% | Reduced |
| Larson Financial Group LLC | 1,538 | $214.0K | 0.04% | +356+30.1% | Added |
| Old Point Trust & Financial Services N A | 1,538 | $214.0K | 0.10% | +1,538 | New |
| Renaissance Investment Group LLC | 1,544 | $215.0K | 0.05% | −142−8.4% | Reduced |
| Geller Advisors LLC | 1,542 | $215.0K | 0.05% | +35+2.3% | Added |
| Requisite Capital Management, LLC | 1,541 | $215.0K | 0.05% | +1,541 | New |
| Prentice Wealth Management LLC | 1,551 | $216.0K | 0.10% | −24−1.5% | Reduced |
| Broderick Brian C | 1,550 | $216.0K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 1,553 | $216.0K | 0.05% | +1,553 | New |
| Element Pointe Advisors, LLC | 1,560 | $217.0K | 0.07% | −338−17.8% | Reduced |
| Mondrian Investment Partners LTD | 1,555 | $217.0K | 0.00% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 1,560 | $217.0K | 0.41% | +1,560 | New |
| Barry Investment Advisors, LLC | 1,563 | $218.0K | 0.06% | +6+0.4% | Added |
| JJJ Advisors Inc. | 1,566 | $218.0K | 0.08% | +761+94.5% | Added |
| New England Professional Planning Group Inc. | 1,468 | $219.0K | 0.13% | −115−7.3% | Reduced |
| Affinity Capital Advisors, LLC | 1,574 | $219.0K | 0.07% | −99−5.9% | Reduced |
| Financial Perspectives, Inc | 1,577 | $219.8K | 0.11% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,578 | $220.0K | 0.04% | −1,054−40.0% | Reduced |
| Sadoff Investment Management LLC | 1,580 | $220.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 1,562 | $220.0K | 0.07% | 00.0% | Unchanged |
| XR Securities LLC | 1,581 | $220.0K | 0.20% | +150+10.5% | Added |
| Clean Yield Group | 1,581 | $220.0K | 0.08% | +540+51.9% | Added |
| Principal Street Partners, LLC | 1,582 | $220.0K | 0.06% | +1,582 | New |
| Palumbo Wealth Management LLC | 1,584 | $221.0K | 0.15% | −863−35.3% | Reduced |
| Madison Asset Management, LLC | 1,583 | $221.0K | 0.00% | −62−3.8% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 1,590 | $221.0K | 0.14% | 00.0% | Unchanged |
| TSFG, LLC | 1,583 | $221.0K | 0.09% | +46+3.0% | Added |
| Aevitas Wealth Management, Inc. | 1,598 | $223.0K | 0.14% | +5+0.3% | Added |
| Mokosak Advisory Group, LLC | 1,598 | $223.0K | 0.09% | +1,598 | New |
| Aristotle Capital Management, LLC | 1,610 | $224.0K | 0.00% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,609 | $224.0K | 0.08% | 00.0% | Unchanged |