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; 4,426 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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 1,609 | $224.0K | 0.12% | +102+6.8% | Added |
| Avenir Corp | 1,607 | $224.0K | 0.02% | +1,607 | New |
| Reliant Investment Management, LLC | 1,613 | $225.0K | 0.11% | −1,755−52.1% | Reduced |
| Advus Financial Partners, LLC | 1,556 | $225.1K | 0.12% | +1,556 | New |
| Davidson Trust Co | 1,622 | $226.0K | 0.17% | −9−0.6% | Reduced |
| M. Kraus & Co | 1,619 | $226.0K | 0.08% | +4+0.2% | Added |
| A.R.T. Advisors, LLC | 1,624 | $226.0K | 12.59% | +1,624 | New |
| Arjuna Capital | 1,618 | $226.0K | 0.09% | +1,618 | New |
| Hatton Consulting, Inc. | 1,629 | $227.0K | 0.17% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 1,635 | $228.0K | 0.14% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,636 | $228.0K | 0.07% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,640 | $229.0K | 0.03% | +1,640 | New |
| Pegasus Partners Ltd. | 1,652 | $230.0K | 0.04% | +1+0.1% | Added |
| Mezzasalma Advisors, LLC | 1,650 | $230.0K | 0.13% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,650 | $230.0K | 0.03% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,649 | $230.0K | 0.18% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,660 | $231.0K | 0.05% | −186−10.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,668 | $232.0K | 0.04% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,662 | $232.0K | 0.04% | 00.0% | Unchanged |
| Diversified, LLC | 1,664 | $232.0K | 0.12% | +2+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 1,668 | $232.0K | 0.05% | +246+17.3% | Added |
| Selective Wealth Management, Inc. | 1,662 | $232.0K | 0.12% | +575+52.9% | Added |
| Round Table Services, LLC | 1,662 | $232.0K | 0.05% | +1,662 | New |
| Benedetti & Gucer, Inc. | 1,682 | $234.0K | 0.18% | −104−5.8% | Reduced |
| Willis Johnson & Associates, Inc. | 1,676 | $234.0K | 0.03% | +1,676 | New |
| Evermay Wealth Management LLC | 1,685 | $235.0K | 0.05% | −3,513−67.6% | Reduced |
| Montis Financial, LLC | 1,730 | $235.0K | 0.20% | −316−15.4% | Reduced |
| Wealth Architects, LLC | 1,688 | $235.0K | 0.05% | −3−0.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,686 | $235.0K | 0.04% | +31+1.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 1,680 | $236.0K | 0.01% | +1,680 | New |
| Maple Capital Management, Inc. | 1,701 | $237.0K | 0.03% | +3+0.2% | Added |
| Yorktown Management & Research Co Inc | 1,700 | $237.0K | 0.18% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,700 | $237.0K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 1,705 | $237.0K | 0.23% | +250+17.2% | Added |
| Hayden Royal, LLC | 1,707 | $238.0K | 0.39% | −15,095−89.8% | Reduced |
| Menard Financial Group LLC | 1,711 | $238.0K | 0.21% | −5,182−75.2% | Reduced |
| Oberweis Asset Management Inc | 1,711 | $239.0K | 0.05% | +1+0.1% | Added |
| Arcadia Investment Management Corp | 1,721 | $240.0K | 0.04% | −805−31.9% | Reduced |
| Investment Management of Virginia LLC | 1,725 | $241.0K | 0.05% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 1,740 | $243.0K | 0.02% | +3+0.2% | Added |
| L & S Advisors Inc | 1,740 | $243.0K | 0.03% | +300+20.8% | Added |
| Hardy Reed LLC | 1,752 | $244.0K | 0.04% | −151−7.9% | Reduced |
| Wrapmanager Inc | 1,749 | $244.0K | 0.06% | −45−2.5% | Reduced |
| Capital Wealth Alliance, LLC | 1,741 | $244.0K | 0.15% | +4+0.2% | Added |
| Financial Strategies Group, Inc. | 1,753 | $244.0K | 0.11% | +59+3.5% | Added |
| Wagner Wealth Management, LLC | 1,637 | $245.0K | 0.20% | +101+6.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,767 | $246.0K | 0.03% | −100−5.4% | Reduced |
| WP Advisors, LLC | 1,771 | $247.0K | 0.10% | +6+0.3% | Added |
| Gateway Advisory, LLC | 1,771 | $247.0K | 0.05% | +67+3.9% | Added |
| Iron Financial, LLC | 1,782 | $248.0K | 0.12% | +3+0.2% | Added |
| Hohimer Wealth Management, LLC | 1,780 | $248.0K | 0.05% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,782 | $248.0K | 0.02% | +1,782 | New |
| Sutton Wealth Advisors Inc. | 1,780 | $248.1K | 0.09% | −27−1.5% | Reduced |
| Arbor Wealth Management, LLC | 1,790 | $249.0K | 0.06% | −473−20.9% | Reduced |
| Matrix Asset Advisors Inc | 1,784 | $249.0K | 0.04% | +1+0.1% | Added |
| BCS Wealth Management | 1,788 | $249.0K | 0.11% | +1,788 | New |
| Financial Sense Advisors, Inc. | 1,793 | $250.0K | 0.08% | +2+0.1% | Added |
| Evolution Wealth Advisors, LLC | 1,800 | $251.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,801 | $251.0K | 0.03% | +14+0.8% | Added |
| Atom Investors LP | 1,803 | $251.0K | 0.05% | +1,803 | New |
| Sym Financial Corp | 1,807 | $252.0K | 0.15% | +19+1.1% | Added |
| BCJ Capital Management, LLC | 1,825 | $254.0K | 0.03% | −552−23.2% | Reduced |
| McIlrath & Eck, LLC | 1,830 | $255.0K | 0.08% | +1+0.1% | Added |
| Personal Wealth Partners | 1,827 | $255.0K | 0.11% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,891 | $257.0K | 0.13% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 1,841 | $257.0K | 0.08% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,847 | $257.0K | 0.05% | +151+8.9% | Added |
| Compass Ion Advisors, LLC | 1,850 | $258.0K | 0.09% | −21−1.1% | Reduced |
| Versant Capital Management, Inc | 1,851 | $258.0K | 0.09% | +6+0.3% | Added |
| Insight Folios Inc | 1,859 | $259.0K | 0.14% | +212+12.9% | Added |
| Banque Pictet & Cie SA | 1,865 | $260.0K | 0.00% | +265+16.6% | Added |
| Probity Advisors, Inc. | 1,872 | $261.0K | 0.05% | −341−15.4% | Reduced |
| Klingman & Associates, LLC | 1,873 | $261.0K | 0.02% | −105−5.3% | Reduced |
| Marietta Investment Partners LLC | 1,882 | $262.0K | 0.06% | −140−6.9% | Reduced |
| West Paces Advisors Inc. | 1,882 | $262.3K | 0.09% | +628+50.1% | Added |
| RMR Wealth Builders | 1,887 | $263.0K | 0.08% | +2+0.1% | Added |
| Clear Creek Financial Management, LLC | 1,885 | $263.0K | 0.04% | +5+0.3% | Added |
| Tranquility Partners, LLC | 1,887 | $263.0K | 0.13% | +25+1.3% | Added |
| Hemington Wealth Management | 1,887 | $263.0K | 0.10% | +27+1.5% | Added |
| Applied Capital LLC | 1,886 | $263.0K | 0.23% | +189+11.1% | Added |
| Relyea Zuckerberg Hanson LLC | 1,887 | $263.0K | 0.10% | +324+20.7% | Added |
| United Asset Strategies, Inc. | 1,894 | $264.0K | 0.03% | −100−5.0% | Reduced |
| Willow Creek Wealth Management Inc. | 1,891 | $264.0K | 0.06% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,893 | $264.0K | 0.25% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,897 | $264.0K | 0.07% | +1,897 | New |
| Marathon Trading Investment Management LLC | 1,900 | $265.0K | 0.13% | −100−5.0% | Reduced |
| Clark Capital Management Group, Inc. | 1,898 | $265.0K | 0.00% | −85−4.3% | Reduced |
| Southland Equity Partners LLC | 1,902 | $265.1K | 0.12% | +11+0.6% | Added |
| Avalon Investment & Advisory | 1,907 | $266.0K | 0.01% | −1,690−47.0% | Reduced |
| Sawyer & Company, Inc | 1,905 | $266.0K | 0.13% | −41−2.1% | Reduced |
| Red Cedar Capital, LLC | 1,908 | $266.0K | 0.16% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,912 | $267.0K | 0.12% | −504−20.9% | Reduced |
| Element Wealth, LLC | 1,918 | $267.0K | 0.21% | −1−0.1% | Reduced |
| NinePointTwo Capital | 1,921 | $267.0K | 0.10% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,920 | $268.0K | 0.17% | −7−0.4% | Reduced |
| Howard Financial Services, Ltd. | 1,920 | $268.0K | 0.10% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,923 | $268.0K | 0.27% | +11+0.6% | Added |
| First National Bank | 1,917 | $268.0K | 0.25% | +1,917 | New |
| Sustainable Insight Capital Management, LLC | 1,935 | $270.0K | 0.17% | −4,114−68.0% | Reduced |
| Buckley Wealth Management, LLC | 1,935 | $270.0K | 0.09% | +20+1.0% | Added |