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 7 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 |
|---|---|---|---|---|---|
| Toews Corp | 2,900 | $404.0K | 0.05% | +2,900 | New |
| Bessemer Securities LLC | 2,900 | $404.0K | 0.14% | +2,900 | New |
| Middleton & Co Inc | 2,912 | $406.0K | 0.04% | −215−6.9% | Reduced |
| WealthTrust Axiom LLC | 2,920 | $406.0K | 0.14% | −3−0.1% | Reduced |
| Newman & Schimel, LLC | 2,917 | $407.0K | 0.25% | +6+0.2% | Added |
| MPS Loria Financial Planners, LLC | 2,921 | $407.0K | 0.19% | +151+5.5% | Added |
| First Citizens Financial Corp | 2,928 | $408.0K | 0.33% | −414−12.4% | Reduced |
| TFG Advisers LLC | 2,928 | $408.0K | 0.20% | +3+0.1% | Added |
| SOA Wealth Advisors, LLC. | 2,931 | $408.0K | 0.10% | +5+0.2% | Added |
| Lantz Financial LLC | 2,935 | $409.0K | 0.21% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,935 | $409.0K | 0.05% | +95+3.3% | Added |
| Grace & White Inc | 2,950 | $411.0K | 0.08% | −600−16.9% | Reduced |
| Patron Partners Advisors, LLC | 2,960 | $412.0K | 0.30% | −10.0% | Reduced |
| Bridgewater Advisors Inc. | 2,959 | $412.0K | 0.11% | +63+2.2% | Added |
| Pinnacle Bancorp, Inc. | 2,964 | $413.0K | 0.17% | −4−0.1% | Reduced |
| Pettinga Financial Advisors, LLC | 2,960 | $413.0K | 0.11% | +53+1.8% | Added |
| Childress Capital Advisors, LLC | 3,011 | $415.0K | 0.17% | +214+7.7% | Added |
| Mission Creek Capital Partners, Inc. | 2,994 | $417.0K | 0.08% | +269+9.9% | Added |
| Creative Financial Designs Inc | 2,996 | $418.0K | 0.07% | −836−21.8% | Reduced |
| James Hambro & Partners | 3,000 | $418.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Bank | 3,007 | $419.0K | 0.05% | −309−9.3% | Reduced |
| Howland Capital Management LLC | 3,008 | $419.0K | 0.02% | −10−0.3% | Reduced |
| First National Bank Sioux Falls | 3,006 | $419.0K | 0.70% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3,004 | $419.0K | 0.16% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 3,006 | $419.0K | 0.10% | +25+0.8% | Added |
| One Charles Private Wealth Services, LLC | 3,020 | $421.0K | 0.24% | +3+0.1% | Added |
| Hanson & Doremus Investment Management | 3,025 | $422.0K | 0.10% | −493−14.0% | Reduced |
| First City Capital Management, Inc. | 3,029 | $422.0K | 0.24% | +60+2.0% | Added |
| Gryphon Financial Partners LLC | 3,038 | $423.0K | 0.10% | +20+0.7% | Added |
| Burt Wealth Advisors | 3,049 | $425.0K | 0.14% | +10.0% | Added |
| McRae Capital Management Inc | 3,050 | $425.0K | 0.09% | +100+3.4% | Added |
| Strong Tower Advisory Services | 3,070 | $425.0K | 0.25% | +3,070 | New |
| Rice Hall James & Associates, LLC | 3,066 | $427.0K | 0.02% | 00.0% | Unchanged |
| Well Done, LLC | 3,065 | $427.0K | 0.10% | +595+24.1% | Added |
| First Affirmative Financial Network | 3,062 | $427.0K | 0.44% | +3,062 | New |
| New Jersey Better Educational Savings Trust | 3,071 | $428.0K | 0.85% | 00.0% | Unchanged |
| Shayne & Co., LLC | 3,074 | $428.0K | 0.25% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,073 | $428.0K | 0.06% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 3,077 | $429.0K | 0.09% | −42−1.3% | Reduced |
| PDS Planning, Inc | 3,084 | $430.0K | 0.10% | −313−9.2% | Reduced |
| GeoWealth Management, LLC | 3,118 | $435.0K | 0.04% | −331−9.6% | Reduced |
| AXS Investments LLC | 3,128 | $436.0K | 0.16% | −7,598−70.8% | Reduced |
| Arcus Capital Partners, LLC | 3,128 | $436.0K | 0.16% | −1,495−32.3% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 3,131 | $436.0K | 0.26% | −282−8.3% | Reduced |
| Highland Private Wealth Management | 3,136 | $437.0K | 0.06% | −81−2.5% | Reduced |
| TRUE Private Wealth Advisors | 3,136 | $437.0K | 0.06% | −39−1.2% | Reduced |
| True Link Financial Advisors, LLC | 935 | $437.0K | 0.06% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 3,143 | $438.0K | 0.04% | +563+21.8% | Added |
| Angeles Investment Advisors, LLC | 3,145 | $438.0K | 0.03% | +3,145 | New |
| E Fund Management Co., Ltd. | 3,141 | $438.0K | 0.02% | +3,141 | New |
| First Bank & Trust | 3,160 | $440.0K | 0.20% | −39−1.2% | Reduced |
| Grandfield & Dodd, LLC | 3,180 | $440.0K | 0.03% | +1,075+51.1% | Added |
| Sterling Investment Advisors LLC | 3,165 | $441.0K | 0.26% | +10.0% | Added |
| Kowal Investment Group, LLC | 3,168 | $442.0K | 0.14% | +44+1.4% | Added |
| LBMC Investment Advisors, LLC | 2,927 | $444.0K | 0.04% | −259−8.1% | Reduced |
| Royal Harbor Partners, LLC | 3,186 | $444.0K | 0.32% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 3,184 | $444.0K | 0.05% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,194 | $445.0K | 0.30% | +10.0% | Added |
| CNB Bank | 3,221 | $449.0K | 0.27% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 3,231 | $450.0K | 0.25% | −53−1.6% | Reduced |
| Cypress Wealth Services, LLC | 3,244 | $452.0K | 0.14% | −1,352−29.4% | Reduced |
| Evoke Wealth, LLC | 3,249 | $452.0K | 0.02% | −250−7.1% | Reduced |
| D'Orazio & Associates, Inc. | 3,257 | $454.0K | 0.11% | +1,043+47.1% | Added |
| Rosenberg Matthew Hamilton | 3,265 | $455.0K | 0.18% | +291+9.8% | Added |
| Golden Green, Inc. | 3,270 | $456.0K | 0.36% | −994−23.3% | Reduced |
| Indiana Trust & Investment Management CO | 3,278 | $457.0K | 0.23% | −200−5.8% | Reduced |
| Congress Asset Management Co | 3,279 | $457.0K | 0.00% | +323+10.9% | Added |
| Everhart Financial Group, Inc. | 3,275 | $457.0K | 0.31% | +335+11.4% | Added |
| Truepoint, Inc. | 3,295 | $459.0K | 0.02% | −138−4.0% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 3,297 | $460.0K | 0.15% | −120−3.5% | Reduced |
| Advisor OS, LLC | 3,306 | $461.0K | 0.10% | −180−5.2% | Reduced |
| Ninepoint Partners LP | 3,316 | $462.0K | 0.17% | +3,316 | New |
| Investors Asset Management of Georgia Inc | 3,324 | $463.0K | 0.24% | −100−2.9% | Reduced |
| TFC Financial Management | 3,320 | $463.0K | 0.15% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,326 | $464.0K | 0.07% | −301−8.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,325 | $464.0K | 0.22% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 3,350 | $467.0K | 0.06% | −3,820−53.3% | Reduced |
| Mayfair Advisory Group, LLC | 3,438 | $467.0K | 0.72% | −100−2.8% | Reduced |
| Alhambra Investment Partners LLC | 3,352 | $467.0K | 0.36% | 00.0% | Unchanged |
| Capital Counsel LLC | 3,350 | $467.0K | 0.02% | +480+16.7% | Added |
| Kalos Management, Inc. | 3,182 | $468.0K | 0.13% | +1,633+105.4% | Added |
| Legacy Wealth Planning, LLC | 3,362 | $469.0K | 0.53% | −500−12.9% | Reduced |
| Columbia Asset Management | 3,362 | $469.0K | 0.10% | +10.0% | Added |
| Samalin Investment Counsel, LLC | 3,364 | $469.0K | 0.31% | +297+9.7% | Added |
| Titus Wealth Management | 3,391 | $470.0K | 0.25% | +16+0.5% | Added |
| Ironwood Financial, llc | 3,373 | $470.0K | 0.14% | +11+0.3% | Added |
| United Bank | 3,374 | $471.0K | 0.06% | +24+0.7% | Added |
| Matisse Capital | 3,389 | $472.0K | 0.17% | +69+2.1% | Added |
| Bath Savings Trust Co | 3,414 | $475.0K | 0.05% | −90−2.6% | Reduced |
| Ellenbecker Investment Group | 3,409 | $475.0K | 0.15% | −55−1.6% | Reduced |
| Prudent Man Advisors, LLC | 3,408 | $475.0K | 0.18% | −44−1.3% | Reduced |
| Beck Bode, LLC | 3,407 | $475.0K | 0.13% | −28−0.8% | Reduced |
| Hendershot Investments Inc. | 3,411 | $475.0K | 0.09% | +200+6.2% | Added |
| Mosaic Advisors LLC | 3,418 | $476.0K | 0.32% | −416−10.9% | Reduced |
| Bowling Portfolio Management LLC | 3,422 | $477.0K | 0.11% | −61−1.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 3,424 | $477.0K | 0.12% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3,431 | $478.0K | 0.11% | +750+28.0% | Added |
| Private Capital Group, LLC | 3,437 | $479.0K | 0.11% | −9−0.3% | Reduced |
| LMR Partners LLP | 3,459 | $482.0K | 0.01% | −78,084−95.8% | Reduced |
| Circle Wealth Management, LLC | 3,457 | $482.0K | 0.07% | +3+0.1% | Added |