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 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 2,379 | $332.0K | 0.21% | +8+0.3% | Added |
| Avestar Capital, LLC | 2,388 | $333.0K | 0.06% | −44−1.8% | Reduced |
| TrinityPoint Wealth, LLC | 2,392 | $333.0K | 0.06% | +23+1.0% | Added |
| Ssi Investment Management LLC | 2,386 | $333.0K | 0.02% | +17+0.7% | Added |
| Sterling Manor Financial, LLC | 2,406 | $335.0K | 0.28% | +791+49.0% | Added |
| Darwin Advisors, LLC | 2,412 | $336.0K | 0.05% | −54−2.2% | Reduced |
| Exchange Capital Management, Inc. | 2,411 | $336.0K | 0.07% | +160+7.1% | Added |
| Fairhaven Wealth Management, LLC | 2,421 | $337.0K | 0.14% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,444 | $341.0K | 0.18% | +189+8.4% | Added |
| Fernwood Investment Management, LLC | 2,443 | $341.0K | 0.12% | +461+23.3% | Added |
| Tufton Capital Management | 2,456 | $342.0K | 0.06% | −225−8.4% | Reduced |
| Brown Miller Wealth Management, LLC | 2,463 | $343.0K | 0.22% | −32−1.3% | Reduced |
| Five Oceans Advisors | 2,458 | $343.0K | 0.40% | +2,458 | New |
| Weaver Consulting Group | 2,480 | $346.0K | 0.19% | +17+0.7% | Added |
| Stonebridge Capital Management Inc | 2,500 | $348.0K | 0.13% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,500 | $348.0K | 0.10% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 2,497 | $348.0K | 0.09% | 00.0% | Unchanged |
| Premier Asset Management LLC | 2,500 | $348.0K | 0.05% | +900+56.3% | Added |
| Paragon Capital Management LLC | 2,506 | $349.0K | 0.18% | −500−16.6% | Reduced |
| Verus Financial Partners, Inc. | 2,462 | $349.0K | 0.05% | +10.0% | Added |
| Winch Advisory Services, LLC | 2,502 | $349.0K | 0.12% | +62+2.5% | Added |
| Alpha Omega Wealth Management LLC | 2,511 | $350.0K | 0.06% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,512 | $350.0K | 0.06% | +5+0.2% | Added |
| Indie Asset Partners, LLC | 2,520 | $351.0K | 0.28% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 2,524 | $352.0K | 0.04% | −133−5.0% | Reduced |
| Alphasimplex Group, LLC | 2,532 | $353.0K | 0.29% | −4,765−65.3% | Reduced |
| Lafayette Investments, Inc. | 2,534 | $353.0K | 0.10% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,531 | $353.0K | 0.22% | 00.0% | Unchanged |
| Avondale Wealth Management | 2,530 | $353.0K | 0.34% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 2,550 | $355.4K | 0.19% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 2,553 | $355.8K | 0.14% | +250+10.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,554 | $356.0K | 0.05% | −68−2.6% | Reduced |
| Iowa State Bank | 2,555 | $356.0K | 0.10% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,564 | $357.0K | 0.15% | +246+10.6% | Added |
| Blueprint Investment Partners LLC | 2,572 | $358.0K | 0.18% | +2,572 | New |
| Stewart & Patten Co LLC | 2,576 | $359.0K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,578 | $359.0K | 0.12% | +2,578 | New |
| Northside Capital Management, LLC | 2,586 | $360.0K | 0.10% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,438 | $360.0K | 0.08% | +76+3.2% | Added |
| Aurora Private Wealth, Inc. | 2,582 | $360.0K | 0.15% | +2,582 | New |
| RNC Capital Management LLC | 2,595 | $362.0K | 0.02% | −2,630−50.3% | Reduced |
| Sicart Associates LLC | 2,600 | $362.0K | 0.10% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,596 | $362.0K | 0.27% | +57+2.2% | Added |
| US Asset Management LLC | 2,603 | $363.0K | 0.35% | +2,603 | New |
| Two Sigma Securities, LLC | 2,608 | $364.0K | 0.08% | −56−2.1% | Reduced |
| Mayflower Financial Advisors, LLC | 2,518 | $364.0K | 0.05% | +87+3.6% | Added |
| Clear Perspective Advisors, LLC | 2,617 | $365.0K | 0.12% | −403−13.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,631 | $366.0K | 0.24% | +138+5.5% | Added |
| McLean Asset Management Corp | 2,460 | $366.0K | 0.14% | +135+5.8% | Added |
| Botty Investors LLC | 2,630 | $367.0K | 0.11% | +2,630 | New |
| Humankind Investments LLC | 2,643 | $368.0K | 0.17% | +2,643 | New |
| Summit Financial, LLC | 2,647 | $368.9K | 0.03% | +317+13.6% | Added |
| Formidable Asset Management, LLC | 2,646 | $369.0K | 0.07% | +102+4.0% | Added |
| Truvestments Capital LLC | 2,670 | $372.0K | 0.21% | +6+0.2% | Added |
| Canton Hathaway, LLC | 2,672 | $372.0K | 0.11% | +730+37.6% | Added |
| Redhawk Wealth Advisors, Inc. | 2,679 | $373.0K | 0.10% | −540−16.8% | Reduced |
| JBJ Investment Partners, LLC | 2,676 | $373.0K | 0.08% | −208−7.2% | Reduced |
| Ci Investments Inc. | 2,673 | $373.0K | 0.00% | +173+6.9% | Added |
| Cutter & CO Brokerage, Inc. | 2,684 | $374.0K | 0.09% | +2+0.1% | Added |
| Clarkston Capital Partners, LLC | 2,689 | $375.0K | 0.01% | −1,314−32.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,697 | $376.0K | 0.17% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,705 | $377.0K | 0.14% | −100−3.6% | Reduced |
| Gemmer Asset Management LLC | 2,705 | $377.0K | 0.05% | +2+0.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,709 | $378.0K | 1.13% | −2,298−45.9% | Reduced |
| BSW Wealth Partners | 2,712 | $378.0K | 0.11% | −12−0.4% | Reduced |
| Chilton Investment Co LLC | 2,721 | $379.0K | 0.01% | −32−1.2% | Reduced |
| Clarus Group, Inc. | 2,717 | $379.0K | 0.26% | +10.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 2,730 | $381.0K | 0.07% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 2,733 | $381.0K | 0.18% | +520+23.5% | Added |
| Silicon Hills Wealth Management, LLC | 2,734 | $381.0K | 0.26% | +2,734 | New |
| Acorn Financial Advisory Services Inc | 2,745 | $382.0K | 0.12% | −959−25.9% | Reduced |
| Oxford Financial Group Ltd | 2,740 | $382.0K | 0.05% | −67−2.4% | Reduced |
| CCG Wealth Management, LLC | 2,742 | $382.0K | 0.22% | 00.0% | Unchanged |
| Corsicana & Co. | 2,757 | $384.0K | 0.24% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 2,759 | $385.0K | 0.03% | +400+17.0% | Added |
| Crabel Capital Management, LLC | 2,765 | $385.0K | 0.12% | +2,765 | New |
| Private Asset Management Inc | 2,766 | $386.0K | 0.05% | −50−1.8% | Reduced |
| Smart Money Group LLC | 2,789 | $389.0K | 0.28% | +5+0.2% | Added |
| North Star Asset Management Inc | 2,794 | $389.0K | 0.02% | +633+29.3% | Added |
| Landscape Capital Management, L.L.C. | 2,796 | $390.0K | 0.05% | −8,882−76.1% | Reduced |
| Fortem Financial Group, LLC | 2,799 | $390.0K | 0.20% | −973−25.8% | Reduced |
| Charter Research & Investment Group, Inc. | 2,806 | $391.0K | 0.32% | 00.0% | Unchanged |
| Signature Wealth Management Group | 2,814 | $392.0K | 0.22% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,814 | $392.0K | 0.08% | +53+1.9% | Added |
| Garrison Point Advisors, LLC | 2,813 | $392.0K | 0.28% | +70+2.6% | Added |
| BLB&B Advisors, LLC | 2,812 | $392.0K | 0.03% | +205+7.9% | Added |
| Fiera Capital Corp | 2,818 | $393.0K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 2,815 | $393.0K | 0.03% | +102+3.8% | Added |
| Winfield Associates, Inc. | 2,822 | $393.0K | 0.15% | +2,822 | New |
| Chelsea Counsel Co | 2,826 | $394.0K | 0.18% | 00.0% | Unchanged |
| United Bank | 2,827 | $394.0K | 0.25% | +198+7.5% | Added |
| qPULA Trading Management LP | 2,824 | $394.0K | 0.62% | +2,824 | New |
| Capital One Financial Corp | 2,851 | $397.0K | 0.05% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,850 | $397.0K | 0.06% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 2,916 | $400.0K | 0.17% | +126+4.5% | Added |
| Crescent Grove Advisors, LLC | 2,878 | $401.0K | 0.04% | +117+4.2% | Added |
| Shepherd Financial Partners LLC | 2,884 | $402.0K | 0.08% | +1,050+57.3% | Added |
| Redwood Investment Management, LLC | 2,899 | $404.0K | 0.06% | −7,753−72.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,897 | $404.0K | 0.22% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 2,898 | $404.0K | 0.14% | +300+11.5% | Added |