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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 4,216 | $588.0K | 0.28% | −208−4.7% | Reduced |
| Violich Capital Management, Inc. | 4,229 | $589.0K | 0.09% | +1,200+39.6% | Added |
| Personal Cfo Solutions, LLC | 4,233 | $590.0K | 0.12% | +97+2.3% | Added |
| Barings LLC | 4,247 | $592.0K | 0.01% | −1,776−29.5% | Reduced |
| Ahrens Investment Partners LLC | 4,255 | $593.0K | 0.28% | +161+3.9% | Added |
| Prelude Capital Management, LLC | 4,260 | $594.0K | 0.03% | −19,924−82.4% | Reduced |
| E&G Advisors, LP | 4,272 | $595.0K | 0.16% | +4,272 | Added |
| Kings Point Capital Management | 4,266 | $595.0K | 0.05% | +101+2.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,275 | $596.0K | 0.37% | 00.0% | Unchanged |
| Verity & Verity, LLC | 3,973 | $597.0K | 0.09% | −480−10.8% | Reduced |
| Jackson Square Capital, LLC | 4,283 | $597.0K | 0.19% | 00.0% | Unchanged |
| Bluestein R H & Co | 4,298 | $599.0K | 0.02% | −500−10.4% | Reduced |
| Lee Financial Co | 4,297 | $599.0K | 0.12% | +5+0.1% | Added |
| Exencial Wealth Advisors, LLC | 4,306 | $600.0K | 0.03% | −2,389−35.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,340 | $605.0K | 0.14% | −137−3.1% | Reduced |
| Fort Sheridan Advisors LLC | 4,342 | $605.0K | 0.20% | −95−2.1% | Reduced |
| Aspire Private Capital, LLC | 4,340 | $605.0K | 0.20% | +12+0.3% | Added |
| Edge Capital Group, LLC | 4,352 | $607.0K | 0.05% | −533−10.9% | Reduced |
| Central Bank & Trust Co | 4,358 | $607.0K | 0.10% | +299+7.4% | Added |
| Trillium Asset Management, LLC | 4,361 | $608.0K | 0.02% | −268−5.8% | Reduced |
| Cypress Capital Management LLC | 4,308 | $608.0K | 0.08% | 00.0% | Unchanged |
| South Shore Capital Advisors | 4,369 | $609.0K | 1.12% | −89−2.0% | Reduced |
| Tradewinds Capital Management, LLC | 4,368 | $609.0K | 0.10% | +10.0% | Added |
| Fulcrum Equity Management | 4,379 | $610.0K | 0.24% | +16+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,117 | $612.0K | 0.01% | −36,252−89.8% | Reduced |
| Peak Planning Group, LLC | 4,402 | $613.6K | 0.53% | +4,402 | New |
| NSI Retail Advisors, LLC | 4,413 | $615.0K | 0.11% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,429 | $617.0K | 0.02% | −120−2.6% | Reduced |
| Laird Norton Trust Company, LLC | 4,427 | $617.0K | 0.06% | +240+5.7% | Added |
| Howard Capital Management Group, LLC | 4,462 | $622.0K | 0.06% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,480 | $624.0K | 0.01% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 4,483 | $625.0K | 0.06% | +1,117+33.2% | Added |
| Verition Fund Management LLC | 4,488 | $626.0K | 0.01% | −13,906−75.6% | Reduced |
| HBW Advisory Services LLC | 4,533 | $632.0K | 0.16% | −545−10.7% | Reduced |
| Triangle Securities Wealth Management | 4,532 | $632.0K | 0.21% | −31−0.7% | Reduced |
| Garrett Investment Advisors LLC | 4,539 | $633.0K | 0.21% | −426−8.6% | Reduced |
| LCNB Corp | 4,546 | $634.0K | 0.32% | +730+19.1% | Added |
| Liontrust Investment Partners LLP | 4,563 | $636.0K | 0.01% | +4,563 | New |
| Copperwynd Financial, LLC | 4,569 | $637.0K | 0.26% | +442+10.7% | Added |
| Newman Dignan & Sheerar, Inc. | 4,570 | $637.0K | 0.21% | +809+21.5% | Added |
| MEMBERS Trust Co | 4,549 | $639.0K | 0.02% | −136−2.9% | Reduced |
| Oak Asset Management, LLC | 4,507 | $639.0K | 0.27% | 00.0% | Unchanged |
| Cowa, LLC | 4,589 | $640.0K | 0.37% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3,612 | $641.0K | 0.47% | −4,232−54.0% | Reduced |
| Camden National Bank | 4,601 | $641.0K | 0.12% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,596 | $641.0K | 0.28% | +183+4.1% | Added |
| Austin Private Wealth, LLC | 4,628 | $645.0K | 0.14% | +94+2.1% | Added |
| Pictet & Cie (Europe) SA | 4,635 | $646.0K | 0.02% | +535+13.0% | Added |
| Callan Capital, LLC | 4,645 | $647.0K | 0.11% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,629 | $647.0K | 0.39% | +44+1.0% | Added |
| Soltis Investment Advisors LLC | 4,669 | $651.0K | 0.10% | +23+0.5% | Added |
| TAP Consulting, LLC | 4,687 | $653.0K | 0.18% | −1,169−20.0% | Reduced |
| Golden State Wealth Management, LLC | 4,690 | $654.0K | 0.14% | +104+2.3% | Added |
| High Falls Advisors, Inc | 4,697 | $655.0K | 0.18% | +3+0.1% | Added |
| IMS Capital Management | 4,749 | $662.0K | 0.38% | +4+0.1% | Added |
| Axiom Financial Strategies, LLC | 4,747 | $662.0K | 0.31% | +11+0.2% | Added |
| Virtu Financial LLC | 4,777 | $666.0K | 0.06% | +4,777 | New |
| Retirement Planning Group | 4,792 | $668.0K | 0.08% | +3+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 4,798 | $669.0K | 0.19% | −12−0.2% | Reduced |
| Marshall Financial Group LLC | 4,805 | $670.0K | 0.35% | +1,049+27.9% | Added |
| Cahaba Wealth Management, Inc. | 4,826 | $672.0K | 0.10% | +3,129+184.4% | Added |
| QVR LLC | 4,830 | $673.0K | 1.38% | +4,830 | New |
| Investors Research Corp | 4,846 | $675.0K | 0.23% | −10−0.2% | Reduced |
| Fort, L.P. | 4,866 | $678.0K | 0.23% | −2,933−37.6% | Reduced |
| Asset Management Group, Inc. | 4,861 | $678.0K | 0.14% | −2,615−35.0% | Reduced |
| Gleason Group, Inc. | 4,874 | $679.0K | 0.25% | +368+8.2% | Added |
| Oak Grove Capital LLC | 4,879 | $680.0K | 0.15% | −10,552−68.4% | Reduced |
| Annapolis Financial Services, LLC | 4,888 | $681.0K | 0.23% | −378−7.2% | Reduced |
| Souders Financial Advisors | 4,884 | $681.0K | 0.22% | +636+15.0% | Added |
| Aspireon Wealth Advisors | 4,910 | $684.0K | 0.50% | +704+16.7% | Added |
| Fort Point Capital Partners LLC | 4,908 | $684.0K | 0.11% | +2,409+96.4% | Added |
| Phoenix Wealth Advisors | 4,932 | $687.0K | 0.51% | +111+2.3% | Added |
| Wealth Management Associates, Inc. | 4,931 | $687.3K | 0.40% | +763+18.3% | Added |
| Johnson Midwest Financial, LLC | 4,945 | $689.0K | 0.56% | +3+0.1% | Added |
| DF Dent & Co Inc | 4,971 | $693.0K | 0.01% | −156−3.0% | Reduced |
| Kelman-Lazarov, Inc. | 4,975 | $693.0K | 0.24% | 00.0% | Unchanged |
| Sciencast Management LP | 5,011 | $694.0K | 0.20% | +5,011 | New |
| Stableford Capital II LLC | 4,967 | $695.0K | 0.35% | −93−1.8% | Reduced |
| Renasant Bank | 4,993 | $696.0K | 0.55% | −1,202−19.4% | Reduced |
| Sanders Morris Harris LLC | 5,008 | $698.0K | 0.13% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,011 | $698.0K | 0.01% | +77+1.6% | Added |
| Townsend Asset Management Corp | 5,013 | $699.0K | 0.37% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5,020 | $700.0K | 0.62% | 00.0% | Unchanged |
| XML Financial, LLC | 5,029 | $701.0K | 0.09% | +596+13.4% | Added |
| Mason Investment Advisory Services, Inc. | 5,037 | $702.1K | 0.07% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 5,055 | $704.0K | 0.35% | 00.0% | Unchanged |
| Collective Family Office LLC | 5,062 | $706.0K | 0.30% | +65+1.3% | Added |
| Curbstone Financial Management Corp | 5,070 | $707.0K | 0.13% | +252+5.2% | Added |
| Orrstown Financial Services Inc | 5,093 | $710.0K | 1.12% | −331−6.1% | Reduced |
| Accurate Wealth Management, LLC | 5,116 | $712.0K | 0.63% | +379+8.0% | Added |
| Merit Financial Group, LLC | 5,136 | $716.0K | 0.07% | +338+7.0% | Added |
| Smith Shellnut Wilson LLC | 5,144 | $717.0K | 0.41% | 00.0% | Unchanged |
| Security National Trust Co | 5,094 | $718.0K | 0.17% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 5,152 | $718.0K | 0.29% | +5,152 | New |
| Sugarloaf Wealth Management, LLC | 5,161 | $719.0K | 0.19% | −397−7.1% | Reduced |
| Truehand, Inc | 5,160 | $719.0K | 0.42% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 5,156 | $719.0K | 0.24% | +147+2.9% | Added |
| Oldfather Financial Services, LLC | 4,877 | $721.0K | 0.37% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 5,182 | $722.0K | 0.37% | −418−7.5% | Reduced |
| FDx Advisors, Inc. | 5,191 | $724.0K | 0.02% | +57+1.1% | Added |