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 |
|---|---|---|---|---|---|
| Antonetti Capital Management LLC | 3,455 | $482.0K | 0.39% | +3,455 | New |
| Unified Trust Company, N.A. | 3,477 | $485.0K | 0.14% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,487 | $486.0K | 0.06% | −648−15.7% | Reduced |
| UMA Financial Services, Inc. | 3,455 | $486.0K | 0.13% | +141+4.3% | Added |
| Hoylecohen, LLC | 3,500 | $488.0K | 0.05% | −70−2.0% | Reduced |
| Tradition Wealth Management, LLC | 3,502 | $488.0K | 0.07% | +185+5.6% | Added |
| Garrison Asset Management, LLC | 3,511 | $489.0K | 0.30% | −80−2.2% | Reduced |
| Monticello Wealth Management, LLC | 3,508 | $489.0K | 0.05% | +10.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,513 | $490.0K | 0.13% | +461+15.1% | Added |
| Gladius Capital Management LP | 3,519 | $491.0K | 0.26% | +3+0.1% | Added |
| Armor Investment Advisors, LLC | 3,526 | $491.0K | 0.31% | +335+10.5% | Added |
| Private Portfolio Partners LLC | 3,524 | $491.2K | 0.14% | −53−1.5% | Reduced |
| Lenox Wealth Advisors, LLC | 3,531 | $492.0K | 0.06% | +13+0.4% | Added |
| Eagle Bay Advisors LLC | 3,521 | $492.0K | 0.29% | +836+31.1% | Added |
| Zions Bancorporation, N.A. | 3,541 | $493.0K | 0.05% | −579−14.1% | Reduced |
| Heron Bay Capital Management | 3,547 | $494.0K | 0.26% | −9,683−73.2% | Reduced |
| Bingham Osborn & Scarborough LLC | 3,559 | $496.0K | 0.03% | +115+3.3% | Added |
| Univest Financial Corp | 3,559 | $496.0K | 0.14% | +520+17.1% | Added |
| Shikiar Asset Management Inc | 3,575 | $498.0K | 0.14% | −2,840−44.3% | Reduced |
| Keebeck Alpha, LP | 3,576 | $498.0K | 0.15% | +368+11.5% | Added |
| Edgemoor Investment Advisors, Inc. | 3,597 | $501.0K | 0.06% | −5,000−58.2% | Reduced |
| Trust Co | 3,594 | $501.0K | 0.13% | +778+27.6% | Added |
| Westshore Wealth, LLC | 3,599 | $502.0K | 0.41% | −1,254−25.8% | Reduced |
| ELCO Management Co., LLC | 3,603 | $502.0K | 0.39% | +23+0.6% | Added |
| Corrigan Financial, Inc. | 3,610 | $503.1K | 0.15% | +352+10.8% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,622 | $505.0K | 0.20% | −2,441−40.3% | Reduced |
| Derbend Asset Management | 3,626 | $505.0K | 0.47% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 3,630 | $506.0K | 0.20% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 3,641 | $507.0K | 0.16% | −19,704−84.4% | Reduced |
| Private Wealth Advisors | 3,496 | $507.0K | 0.15% | +9+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,643 | $508.0K | 0.03% | +1,733+90.7% | Added |
| Klingenstein Fields & Co LP | 3,648 | $509.0K | 0.02% | −234−6.0% | Reduced |
| Polar Asset Management Partners Inc. | 3,679 | $513.0K | 0.01% | +3,679 | New |
| Mma Asset Management LLC | 3,712 | $517.0K | 0.39% | 00.0% | Unchanged |
| KWB Wealth | 3,722 | $519.0K | 0.09% | +68+1.9% | Added |
| Chicago Trust Co NA | 3,734 | $520.0K | 0.11% | −274−6.8% | Reduced |
| Cable Hill Partners, LLC | 3,739 | $521.0K | 0.13% | −178−4.5% | Reduced |
| Excalibur Management Corp | 3,739 | $521.0K | 0.23% | +41+1.1% | Added |
| Wealth Alliance | 3,738 | $521.0K | 0.12% | +480+14.7% | Added |
| Jag Capital Management, LLC | 3,766 | $525.0K | 0.04% | +2,200+140.5% | Added |
| N.E.W. Advisory Services LLC | 3,773 | $526.0K | 0.09% | +10.0% | Added |
| Grimes & Company, Inc. | 3,778 | $527.0K | 0.02% | −71−1.8% | Reduced |
| Ami Asset Management Corp | 3,782 | $527.0K | 0.03% | +27+0.7% | Added |
| Peterson Wealth Advisors, LLC | 3,791 | $528.0K | 0.17% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,825 | $533.0K | 0.12% | −30,770−88.9% | Reduced |
| Resource Planning Group | 3,836 | $535.0K | 0.34% | −40−1.0% | Reduced |
| HMS Capital Management, LLC | 3,870 | $539.0K | 0.25% | −680−14.9% | Reduced |
| Heck Capital Advisors, LLC | 3,870 | $539.4K | 0.11% | −62−1.6% | Reduced |
| BTR Capital Management Inc | 3,880 | $541.0K | 0.07% | −450−10.4% | Reduced |
| Foundation Resource Management Inc | 3,890 | $542.0K | 0.12% | 00.0% | Unchanged |
| Sara-Bay Financial | 3,887 | $542.0K | 0.21% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 3,915 | $546.0K | 0.05% | −268−6.4% | Reduced |
| First Financial Corp | 3,917 | $546.0K | 0.36% | +500+14.6% | Added |
| Davis R M Inc | 3,922 | $547.0K | 0.01% | +77+2.0% | Added |
| Knights of Columbus Asset Advisors LLC | 3,932 | $548.0K | 0.05% | +39+1.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,930 | $548.0K | 0.02% | +379+10.7% | Added |
| Culbertson A N & Co Inc | 3,932 | $548.0K | 0.11% | +1,900+93.5% | Added |
| Forte Capital LLC | 3,936 | $549.0K | 0.07% | −95−2.4% | Reduced |
| Shufro Rose & Co LLC | 3,937 | $549.0K | 0.04% | +142+3.7% | Added |
| Tiemann Investment Advisors, LLC | 3,948 | $550.0K | 0.26% | −75−1.9% | Reduced |
| Buffington Mohr McNeal | 3,944 | $550.0K | 0.11% | +145+3.8% | Added |
| Syverson Strege & Co | 3,945 | $550.0K | 0.44% | +268+7.3% | Added |
| Arbor Investment Advisors, LLC | 3,950 | $551.0K | 0.11% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 3,983 | $555.0K | 0.96% | +281+7.6% | Added |
| Moseley Investment Management Inc | 4,068 | $557.0K | 0.28% | +239+6.2% | Added |
| Green Square Capital Advisors LLC | 3,998 | $557.0K | 0.13% | +181+4.7% | Added |
| Bramshill Investments, LLC | 4,003 | $558.0K | 0.05% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,020 | $560.0K | 0.17% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,015 | $561.0K | 0.03% | −330−7.6% | Reduced |
| Wimmer Associates 1, LLC | 4,024 | $561.0K | 0.33% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 4,027 | $561.0K | 0.27% | +83+2.1% | Added |
| Sabal Trust CO | 4,024 | $561.0K | 0.04% | +480+13.5% | Added |
| Donaldson Capital Management, LLC | 4,057 | $565.0K | 0.03% | −123−2.9% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 4,063 | $566.0K | 0.18% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4,058 | $566.0K | 0.16% | +4+0.1% | Added |
| Consolidated Planning Corp | 4,069 | $567.0K | 0.37% | −20.0% | Reduced |
| ZWJ Investment Counsel Inc | 4,077 | $568.0K | 0.03% | −1,795−30.6% | Reduced |
| Capital Planning Advisors, LLC | 4,085 | $569.0K | 0.12% | −15−0.4% | Reduced |
| Advisory Resource Group | 4,088 | $570.0K | 0.21% | −817−16.7% | Reduced |
| MCF Advisors LLC | 4,096 | $571.0K | 0.06% | +324+8.6% | Added |
| Hudock, Inc. | 4,122 | $574.0K | 0.17% | +56+1.4% | Added |
| Paragon Capital Management Ltd | 4,123 | $575.0K | 0.10% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,125 | $575.0K | 0.38% | +539+15.0% | Added |
| Camden Capital, LLC | 4,123 | $575.0K | 0.12% | +1,778+75.8% | Added |
| Teamwork Financial Advisors, LLC | 4,136 | $576.0K | 0.11% | +103+2.6% | Added |
| Nicolet Bankshares Inc | 4,142 | $577.0K | 0.15% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 4,158 | $579.0K | 0.07% | +103+2.5% | Added |
| Marino, Stram & Associates LLC | 4,165 | $580.0K | 0.20% | −3,649−46.7% | Reduced |
| Advisory Alpha, LLC | 4,157 | $580.0K | 0.04% | −1,855−30.9% | Reduced |
| Maltin Wealth Management, Inc. | 4,160 | $580.0K | 0.36% | −248−5.6% | Reduced |
| Cim Investment Mangement Inc | 4,178 | $582.0K | 0.18% | −4,242−50.4% | Reduced |
| Baldwin Investment Management, LLC | 4,175 | $582.0K | 0.10% | −5−0.1% | Reduced |
| Pennsylvania Capital Management Inc | 3,925 | $582.0K | 0.26% | −102−2.5% | Reduced |
| Bremer Bank National Association | 4,184 | $583.0K | 0.12% | −397−8.7% | Reduced |
| Eagle Ridge Investment Management | 4,188 | $584.0K | 0.07% | 00.0% | Unchanged |
| Lake Street Financial LLC | 4,193 | $584.0K | 0.14% | +49+1.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,200 | $585.0K | 0.22% | −132−3.0% | Reduced |
| JFS Wealth Advisors, LLC | 4,205 | $586.0K | 0.06% | +503+13.6% | Added |
| Private Wealth Strategies, L.L.C. | 4,212 | $587.0K | 0.15% | +4+0.1% | Added |
| NorthRock Partners, LLC | 4,104 | $587.0K | 0.05% | +831+25.4% | Added |