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 |
|---|---|---|---|---|---|
| Crawford Lake Capital Management, LLC | 50,375 | $7.02M | 4.52% | +50,375 | New |
| Horizon Investments, LLC | 50,695 | $7.07M | 0.22% | +14,155+38.7% | Added |
| Crossvault Capital Management LLC | 50,791 | $7.08M | 2.23% | +205+0.4% | Added |
| American Portfolios Advisors | 50,863 | $7.09M | 0.27% | +912+1.8% | Added |
| Adams Asset Advisors, LLC | 51,003 | $7.11M | 1.43% | −1,228−2.4% | Reduced |
| B&D White Capital Company, LLC | 51,060 | $7.12M | 2.74% | +51,060 | New |
| People's United Financial, Inc. | 51,136 | $7.13M | 0.16% | −10,403−16.9% | Reduced |
| Altavista Wealth Management, Inc. | 51,520 | $7.18M | 1.60% | −1,147−2.2% | Reduced |
| RBF Capital, LLC | 51,774 | $7.22M | 0.41% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 51,954 | $7.24M | 0.54% | +244+0.5% | Added |
| Bank Hapoalim BM | 52,150 | $7.27M | 0.76% | +1,134+2.2% | Added |
| Dorchester Wealth Management Co | 52,177 | $7.27M | 1.79% | −490−0.9% | Reduced |
| FRG Family Wealth Advisors LLC | 52,203 | $7.28M | 1.43% | +510+1.0% | Added |
| Parkside Investments, LLC | 52,210 | $7.28M | 1.52% | −2,990−5.4% | Reduced |
| Terry L. Blaker | 52,278 | $7.29M | 0.46% | −489−0.9% | Reduced |
| Auxier Asset Management | 52,317 | $7.29M | 1.23% | −220−0.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 52,614 | $7.33M | 0.29% | +1,884+3.7% | Added |
| Simplex Trading, LLC | 52,635 | $7.33M | 0.26% | +6,687+14.6% | Added |
| WoodTrust Financial Corp | 52,736 | $7.35M | 1.73% | +11,041+26.5% | Added |
| Adviser Investments LLC | 52,990 | $7.39M | 0.55% | +1,492+2.9% | Added |
| Bright Rock Capital Management, LLC | 53,000 | $7.39M | 1.85% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 53,132 | $7.41M | 0.43% | −283−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 53,175 | $7.41M | 0.36% | +361+0.7% | Added |
| River & Mercantile Asset Management LLP | 53,296 | $7.43M | 0.58% | −26,697−33.4% | Reduced |
| Gabelli Funds LLC | 53,300 | $7.43M | 0.05% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 53,357 | $7.44M | 1.35% | +357+0.7% | Added |
| Physicians Financial Services, Inc. | 53,623 | $7.47M | 3.03% | +1,220+2.3% | Added |
| Lido Advisors, LLC | 53,988 | $7.52M | 0.17% | −15,516−22.3% | Reduced |
| HAP Trading, LLC | 54,258 | $7.56M | 0.56% | +18,364+51.2% | Added |
| Seeyond | 54,781 | $7.63M | 0.74% | −39,009−41.6% | Reduced |
| Visionary Wealth Advisors | 54,923 | $7.66M | 0.79% | +1,330+2.5% | Added |
| Cadence Bank NA | 54,932 | $7.66M | 2.28% | +276+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 54,963 | $7.66M | 0.33% | +54,963 | New |
| Fiduciary Trust Co | 55,040 | $7.67M | 0.14% | −1,277−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 55,100 | $7.68M | 0.09% | −54,700−49.8% | Reduced |
| Pendal Group Limited | 55,228 | $7.70M | 0.06% | −29,370−34.7% | Reduced |
| Meritage Portfolio Management | 55,972 | $7.80M | 0.47% | +193+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 56,172 | $7.83M | 0.39% | −2,201−3.8% | Reduced |
| Greenline Partners, LLC | 56,471 | $7.87M | 1.65% | +220.0% | Added |
| Holloway Wealth Management, LLC | – | $7.91M | 2.41% | – | – |
| Pacific Global Investment Management CO | 56,889 | $7.93M | 1.60% | −695−1.2% | Reduced |
| Motco | 57,151 | $7.97M | 0.52% | +3,139+5.8% | Added |
| Northern Oak Wealth Management Inc | 57,428 | $8.00M | 0.98% | +303+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 57,673 | $8.04M | 0.19% | +6,542+12.8% | Added |
| TLW Wealth Management, LLC | 57,810 | $8.06M | 4.40% | +1,929+3.5% | Added |
| Squarepoint Ops LLC | 57,890 | $8.07M | 0.06% | +38,000+191.1% | Added |
| Patten & Patten Inc | 58,032 | $8.09M | 0.62% | +2,880+5.2% | Added |
| Eagle Asset Management Inc | 58,174 | $8.11M | 0.04% | −871−1.5% | Reduced |
| Legacy Private Trust Co. | 58,182 | $8.11M | 0.66% | +3,047+5.5% | Added |
| First American Bank | 58,405 | $8.14M | 0.47% | +626+1.1% | Added |
| American National Bank | 58,430 | $8.14M | 1.80% | −18,179−23.7% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 58,529 | $8.16M | 0.42% | +58,529 | New |
| Core Alternative Capital | 58,833 | $8.20M | 1.74% | +7,029+13.6% | Added |
| Managed Asset Portfolios, LLC | 58,841 | $8.20M | 1.25% | +647+1.1% | Added |
| Engineers Gate Manager LP | 58,974 | $8.22M | 0.47% | +40,888+226.1% | Added |
| Burney Co | 59,111 | $8.24M | 0.39% | −743−1.2% | Reduced |
| Leuthold Group, LLC | 59,550 | $8.30M | 1.02% | +59,550 | New |
| Transform Wealth, LLC | 60,085 | $8.38M | 0.96% | +9,488+18.8% | Added |
| St Germain D J Co Inc | 60,167 | $8.39M | 0.52% | −1,162−1.9% | Reduced |
| BancorpSouth Bank | 60,261 | $8.40M | 1.17% | +262+0.4% | Added |
| Cornerstone Wealth Group, LLC | 60,305 | $8.40M | 1.48% | +55,032+1,043.7% | Added |
| Rowland & Co Investment Counsel | 70,395 | $8.43M | 2.86% | +2,732+4.0% | Added |
| Prospera Financial Services Inc | 60,615 | $8.45M | 0.42% | −4,926−7.5% | Reduced |
| Vontobel Holding Ltd. | 60,712 | $8.46M | 0.07% | −26,076−30.0% | Reduced |
| Hantz Financial Services, Inc. | 60,842 | $8.48M | 0.28% | +5,913+10.8% | Added |
| City Holding Co | 62,493 | $8.71M | 1.49% | +1,241+2.0% | Added |
| Boyer & Corporon Wealth Management, LLC | 62,671 | $8.73M | 2.61% | +848+1.4% | Added |
| Tompkins Financial Corp | 62,881 | $8.76M | 1.60% | +62,881 | New |
| Van Hulzen Asset Management, LLC | 63,045 | $8.79M | 1.31% | +843+1.4% | Added |
| Segment Wealth Management, LLC | 63,070 | $8.79M | 1.04% | +1,700+2.8% | Added |
| Allen Investment Management LLC | 63,193 | $8.81M | 0.12% | +1,360+2.2% | Added |
| Davenport & Co LLC | 63,586 | $8.86M | 0.06% | +5,276+9.0% | Added |
| Webster Bank, N. A. | 64,241 | $8.95M | 1.00% | +190+0.3% | Added |
| Dowling & Yahnke LLC | 64,604 | $9.01M | 0.50% | −70−0.1% | Reduced |
| Cresset Asset Management, LLC | 64,647 | $9.01M | 0.12% | +15,313+31.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 64,908 | $9.05M | 0.18% | +2,556+4.1% | Added |
| Lowe Brockenbrough & Co Inc | 64,948 | $9.05M | 0.70% | −1,645−2.5% | Reduced |
| BKD Wealth Advisors, LLC | 64,957 | $9.05M | 0.42% | +1,511+2.4% | Added |
| Spearhead Capital Advisors, LLC | 65,062 | $9.07M | 1.21% | +2,038+3.2% | Added |
| Jefferies Group LLC | 65,411 | $9.12M | 0.22% | +59,781+1,061.8% | Added |
| Franklin Street Advisors Inc | 65,819 | $9.17M | 0.78% | +2,399+3.8% | Added |
| Prudential PLC | 66,158 | $9.22M | 0.13% | −178,207−72.9% | Reduced |
| Snowden Capital Advisors LLC | 66,300 | $9.24M | 0.46% | +1,345+2.1% | Added |
| Tudor Investment Corp Et Al | 66,566 | $9.28M | 0.19% | −6,927−9.4% | Reduced |
| SG Americas Securities, LLC | 67,075 | $9.35M | 0.05% | −179,117−72.8% | Reduced |
| Advisor Partners LLC | 67,132 | $9.36M | 0.63% | −2,521−3.6% | Reduced |
| Monarch Capital Management Inc | 67,140 | $9.36M | 2.60% | −148−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 67,388 | $9.39M | 0.13% | +3,082+4.8% | Added |
| Buckhead Capital Management LLC | 67,648 | $9.43M | 2.11% | −110.0% | Reduced |
| Whitener Capital Management, Inc. | 65,653 | $9.46M | 4.35% | −2,296−3.4% | Reduced |
| Marco Investment Management LLC | 68,044 | $9.48M | 1.05% | −375−0.5% | Reduced |
| Hexavest Inc. | 68,274 | $9.52M | 0.58% | −16,526−19.5% | Reduced |
| Citizens Financial Group Inc | 68,380 | $9.53M | 0.35% | −1,450−2.1% | Reduced |
| Artemis Investment Management LLP | 68,596 | $9.55M | 0.08% | +68,596 | New |
| DuPont Capital Management Corp | 68,684 | $9.57M | 0.30% | −44,864−39.5% | Reduced |
| Stonebridge Capital Advisors LLC | 68,975 | $9.61M | 1.17% | +1,489+2.2% | Added |
| Cambridge Trust Co | 69,138 | $9.64M | 0.36% | −549−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 69,200 | $9.65M | 0.30% | +30,000+76.5% | Added |
| Hoey Investments, Inc | 69,723 | $9.72M | 3.01% | −4,404−5.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 69,894 | $9.74M | 1.34% | +3,000+4.5% | Added |