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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1,944 | $271.0K | 0.07% | −743−27.7% | Reduced |
| River Wealth Advisors LLC | 1,943 | $271.0K | 0.05% | +28+1.5% | Added |
| Nadler Financial Group, Inc. | 1,975 | $275.0K | 0.04% | −59−2.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,838 | $275.0K | 0.22% | +6+0.3% | Added |
| Weather Gauge Advisory, LLC | 1,982 | $276.0K | 0.36% | −253−11.3% | Reduced |
| Glassman Wealth Services | 1,984 | $277.0K | 0.06% | +147+8.0% | Added |
| First Quadrant L P | 1,997 | $278.0K | 0.03% | −60−2.9% | Reduced |
| S&CO Inc | 2,000 | $278.0K | 0.02% | 00.0% | Unchanged |
| Colrain Capital LLC | 2,000 | $278.0K | 0.52% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,000 | $279.0K | 0.13% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $279.0K | 0.24% | +2,000 | New |
| Beacon Financial Advisory LLC | 2,008 | $280.0K | 0.15% | +6+0.3% | Added |
| Parcion Private Wealth LLC | 1,994 | $280.0K | 0.02% | +178+9.8% | Added |
| LVZ Advisors, Inc. | 2,018 | $281.0K | 0.04% | +96+5.0% | Added |
| Magnus Financial Group LLC | 2,013 | $281.0K | 0.06% | +121+6.4% | Added |
| EPG Wealth Management LLC | 2,014 | $281.0K | 0.11% | +429+27.1% | Added |
| Peachtree Investment Partners, LLC | 2,026 | $282.0K | 0.14% | −151−6.9% | Reduced |
| Columbus Macro, LLC | 2,021 | $282.0K | 0.09% | −29−1.4% | Reduced |
| Planning Directions Inc | 2,020 | $282.0K | 0.21% | +429+27.0% | Added |
| Sittner & Nelson, LLC | 2,027 | $283.0K | 0.18% | 00.0% | Unchanged |
| Newport Wealth Strategies, Inc. | 2,033 | $283.0K | 0.17% | +67+3.4% | Added |
| Cabot Wealth Management Inc | 2,037 | $284.0K | 0.04% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 2,037 | $284.0K | 0.03% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,055 | $286.0K | 0.26% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 2,050 | $286.0K | 0.01% | 00.0% | Unchanged |
| HM Capital Management, LLC | 2,050 | $286.0K | 0.12% | +97+5.0% | Added |
| American Institute for Advanced Investment Management, LLP | 2,060 | $287.0K | 0.20% | 00.0% | Unchanged |
| MBA Advisors LLC | 2,059 | $287.0K | 0.21% | +27+1.3% | Added |
| SP Asset Management | 1,944 | $287.0K | 0.03% | +6+0.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,059 | $287.0K | 0.03% | +2,059 | New |
| TL Private Wealth | 1,932 | $287.0K | 0.16% | +1,932 | New |
| Navellier & Associates Inc | 2,072 | $289.0K | 0.04% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,074 | $289.0K | 0.09% | +15+0.7% | Added |
| Fusion Capital, LLC | 2,084 | $290.0K | 0.17% | +132+6.8% | Added |
| Cobblestone Capital Advisors LLC | 2,087 | $291.0K | 0.02% | −250−10.7% | Reduced |
| Financial Network Wealth Management LLC | 2,089 | $291.0K | 0.17% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,087 | $291.0K | 0.07% | +4+0.2% | Added |
| M&R Capital Management Inc | 2,102 | $292.0K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,096 | $292.0K | 0.03% | +6+0.3% | Added |
| Barrett Asset Management, LLC | 2,094 | $292.0K | 0.01% | +294+16.3% | Added |
| David J Yvars Group | 2,135 | $293.0K | 0.17% | −72−3.3% | Reduced |
| Guyasuta Investment Advisors Inc | 2,101 | $293.0K | 0.02% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,110 | $294.0K | 0.38% | 00.0% | Unchanged |
| Old Dominion Capital Management Inc | 2,110 | $294.0K | 0.06% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,109 | $294.0K | 0.06% | +2,109 | New |
| Aull & Monroe Investment Management Corp | 2,120 | $295.0K | 0.15% | −111−5.0% | Reduced |
| Biechele Royce Advisors | 2,113 | $295.0K | 0.13% | +2,113 | New |
| Flaharty Asset Management, LLC | 2,127 | $296.0K | 0.06% | +10.0% | Added |
| Maven Securities LTD | 2,128 | $297.0K | 0.03% | −1,354−38.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,129 | $297.0K | 0.10% | −100−4.5% | Reduced |
| Outlook Wealth Advisors, LLC | 2,128 | $297.0K | 0.10% | +221+11.6% | Added |
| Rede Wealth, LLC | 2,132 | $297.0K | 0.16% | +400+23.1% | Added |
| LifeSteps Financial, Inc. | 2,136 | $298.0K | 0.23% | −250−10.5% | Reduced |
| Bulltick Wealth Management, LLC | 2,150 | $299.7K | 0.07% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,150 | $300.0K | 0.02% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,158 | $301.0K | 0.09% | +152+7.6% | Added |
| DCM Advisors, LLC | 2,166 | $302.0K | 0.12% | −287−11.7% | Reduced |
| Advisors Management Group Inc | 2,169 | $302.0K | 0.09% | −51−2.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,170 | $302.0K | 0.10% | +2+0.1% | Added |
| First Business Financial Services, Inc. | 2,173 | $303.0K | 0.03% | +6+0.3% | Added |
| Vivid Financial Management, Inc. | 2,188 | $305.0K | 0.13% | +32+1.5% | Added |
| Charter Oak Capital Management, LLC | 2,191 | $305.0K | 0.04% | +52+2.4% | Added |
| Center for Financial Planning, Inc. | 2,190 | $305.0K | 0.07% | +118+5.7% | Added |
| Norway Savings Bank | 2,191 | $305.0K | 0.14% | +562+34.5% | Added |
| German American Bancorp, Inc. | 2,193 | $306.0K | 0.05% | −125−5.4% | Reduced |
| RDA Financial Network | 2,194 | $306.0K | 0.13% | −11−0.5% | Reduced |
| Clark Financial Advisors | 2,193 | $306.0K | 0.28% | +10.0% | Added |
| Concentric Wealth Management, LLC | 2,200 | $307.0K | 0.09% | −200−8.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,208 | $307.0K | 0.04% | −18−0.8% | Reduced |
| D. Scott Neal, Inc. | 2,202 | $307.0K | 0.13% | +493+28.8% | Added |
| Oxler Private Wealth LLC | 2,215 | $308.0K | 0.14% | 00.0% | Unchanged |
| Fma Advisory Inc | 2,214 | $309.0K | 0.12% | −46−2.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,219 | $309.0K | 0.01% | −28−1.2% | Reduced |
| Karpas Strategies, LLC | 2,073 | $310.0K | 0.10% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,244 | $312.0K | 0.00% | −849−27.4% | Reduced |
| Cypress Asset Management Inc | 2,240 | $312.0K | 0.08% | −20−0.9% | Reduced |
| Osborne Partners Capital Management, LLC | 2,241 | $312.0K | 0.03% | +25+1.1% | Added |
| Abacus Wealth Partners, LLC | 2,239 | $312.1K | 0.11% | −16−0.7% | Reduced |
| Van Strum & Towne Inc. | 2,247 | $313.0K | 0.12% | 00.0% | Unchanged |
| Coastline Trust Co | 2,242 | $313.0K | 0.04% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,252 | $314.0K | 0.03% | −159−6.6% | Reduced |
| Silicon Valley Capital Partners | 2,257 | $315.0K | 0.06% | +73+3.3% | Added |
| Heritage Wealth Management, LLC | 2,261 | $315.0K | 0.11% | +118+5.5% | Added |
| Wealth Management Partners, LLC | 2,268 | $316.0K | 0.23% | −136−5.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,268 | $316.0K | 0.05% | +160+7.6% | Added |
| Ethic Inc. | 2,273 | $317.0K | 0.03% | +2,273 | New |
| Ullmann Financial Group, Inc. | 2,283 | $318.0K | 0.13% | −10.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,283 | $318.0K | 0.10% | +22+1.0% | Added |
| StrongBox Wealth, LLC | 2,295 | $320.0K | 0.18% | −234−9.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,301 | $320.0K | 0.02% | −180−7.3% | Reduced |
| Minot Wealth Management LLC | 2,294 | $320.0K | 0.07% | −3−0.1% | Reduced |
| Pure Financial Advisors, Inc. | 2,302 | $321.0K | 0.02% | +9+0.4% | Added |
| Capital Square, LLC | 2,357 | $323.0K | 0.23% | −65−2.7% | Reduced |
| WESPAC Advisors, LLC | 2,314 | $323.0K | 0.20% | +2,314 | New |
| One + One Wealth Management, LLC | 2,322 | $324.0K | 0.23% | 00.0% | Unchanged |
| McAdam, LLC | 2,334 | $325.0K | 0.04% | +411+21.4% | Added |
| Signet Financial Management, LLC | 2,331 | $325.0K | 0.06% | +2,331 | New |
| Vivaldi Capital Management, LLC | 2,339 | $326.0K | 0.07% | 00.0% | Unchanged |
| Bell Bank | 2,339 | $326.0K | 0.04% | −46−1.9% | Reduced |
| Demars Financial Group, LLC | 2,365 | $330.0K | 0.19% | −7,348−75.7% | Reduced |