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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 5,205 | $725.0K | 0.10% | −669−11.4% | Reduced |
| Carlson Capital Management | 5,203 | $725.0K | 0.08% | +74+1.4% | Added |
| Denali Advisors LLC | 5,200 | $725.0K | 0.30% | +3,200+160.0% | Added |
| Sunburst Financial Group, LLC | 5,224 | $728.0K | 0.45% | +25+0.5% | Added |
| Hills Bank & Trust Co | 5,236 | $730.0K | 0.11% | +514+10.9% | Added |
| Mairs & Power Inc | 5,251 | $732.0K | 0.01% | −112−2.1% | Reduced |
| RMB Capital Management, LLC | 5,252 | $732.0K | 0.02% | +763+17.0% | Added |
| Verdence Capital Advisors LLC | 5,259 | $733.0K | 0.10% | +553+11.8% | Added |
| DeDora Capital, Inc. | 5,275 | $735.0K | 0.32% | −177−3.2% | Reduced |
| Veracity Capital LLC | 5,279 | $736.0K | 0.32% | −243−4.4% | Reduced |
| Cribstone Capital Management, LLC | 5,277 | $736.0K | 0.44% | −149−2.7% | Reduced |
| Tributary Capital Management, LLC | 5,290 | $737.0K | 0.06% | +800+17.8% | Added |
| Prescott Group Capital Management, L.L.C. | 5,294 | $738.0K | 0.20% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,305 | $739.0K | 0.06% | 00.0% | Unchanged |
| V2 Financial group LLC | 5,311 | $740.2K | 0.64% | +1,129+27.0% | Added |
| Vantage Consulting Group Inc | 5,317 | $741.0K | 0.16% | −116−2.1% | Reduced |
| Noesis Capital Mangement Corp | 5,315 | $741.0K | 0.14% | +3,610+211.7% | Added |
| TD Capital Management LLC | 5,330 | $743.0K | 0.09% | +10.0% | Added |
| Brown Advisory Securities, LLC | 5,327 | $744.0K | 0.22% | −582−9.8% | Reduced |
| Gould Asset Management LLC | 5,343 | $745.0K | 0.23% | −3,490−39.5% | Reduced |
| Beaumont Financial Partners, LLC | 5,343 | $745.0K | 0.06% | −135−2.5% | Reduced |
| Marcum Wealth, LLC | 5,353 | $746.0K | 0.12% | −1,392−20.6% | Reduced |
| Oarsman Capital, Inc. | 5,351 | $746.0K | 0.30% | −20−0.4% | Reduced |
| Pflug Koory, LLC | 5,360 | $747.0K | 0.41% | −269−4.8% | Reduced |
| Insight Wealth Strategies, LLC | 5,356 | $747.0K | 0.11% | +354+7.1% | Added |
| Covenant Multifamily Offices, LLC | 5,476 | $748.0K | 0.13% | +479+9.6% | Added |
| Pallas Capital Advisors LLC | 4,985 | $749.0K | 0.08% | +1,714+52.4% | Added |
| Legacy Financial Advisors, Inc. | 5,393 | $752.0K | 0.18% | +349+6.9% | Added |
| Uncommon Cents Investing LLC | 5,420 | $755.0K | 0.31% | +513+10.5% | Added |
| Canvas Wealth Advisors, LLC | 5,427 | $756.0K | 0.31% | +110+2.1% | Added |
| Windsor Group LTD | 5,524 | $757.0K | 0.16% | −23−0.4% | Reduced |
| Sterneck Capital Management, LLC | 5,430 | $757.0K | 0.48% | 00.0% | Unchanged |
| Elgethun Capital Management | 5,483 | $764.0K | 0.26% | −57−1.0% | Reduced |
| Archetype Wealth Partners | 5,496 | $766.0K | 0.26% | −13−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,529 | $770.0K | 0.06% | −499−8.3% | Reduced |
| Bridgeworth, LLC | 5,525 | $770.0K | 0.22% | −9−0.2% | Reduced |
| Financial Partners Group, Inc | 5,544 | $773.0K | 0.18% | +13+0.2% | Added |
| Ambassador Advisors, LLC | 5,561 | $775.0K | 0.15% | +4,133+289.4% | Added |
| Kingfisher Capital LLC | 5,571 | $776.0K | 0.20% | +119+2.2% | Added |
| blooom, inc. | 5,500 | $779.0K | 0.65% | −498−8.3% | Reduced |
| Waterfront Wealth Inc. | 5,591 | $779.0K | 0.38% | −235−4.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,605 | $781.0K | 0.20% | +1,184+26.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,628 | $784.0K | 0.35% | −72−1.3% | Reduced |
| Retirement Group, LLC | 5,632 | $785.0K | 0.36% | +4,753+540.7% | Added |
| Nwam LLC | 5,663 | $789.0K | 0.07% | +10.0% | Added |
| Financial Advisory Group | 5,660 | $789.0K | 0.17% | +24+0.4% | Added |
| Sentinel Pension Advisors Inc | 5,671 | $790.0K | 0.27% | −84−1.5% | Reduced |
| Summit Financial Group Inc | 5,688 | $793.0K | 0.29% | +1,513+36.2% | Added |
| Lokken Investment Group LLC | 5,703 | $795.0K | 0.63% | +198+3.6% | Added |
| Gsa Capital Partners LLP | 5,701 | $795.0K | 0.08% | +5,701 | New |
| Benin Management CORP | 5,716 | $797.0K | 0.25% | −1,400−19.7% | Reduced |
| CVA Family Office, LLC | 5,717 | $800.0K | 0.58% | −2,183−27.6% | Reduced |
| GYL Financial Synergies, LLC | 5,740 | $800.0K | 0.41% | −482−7.7% | Reduced |
| Madden Securities Corp | 5,738 | $800.0K | 0.43% | +8+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 5,747 | $801.0K | 0.07% | +1,046+22.3% | Added |
| Ferris Capital, LLC | 5,396 | $801.0K | 0.17% | +5,396 | New |
| Compton Capital Management Inc | 5,766 | $804.0K | 0.24% | +50+0.9% | Added |
| Fukoku Mutual Life Insurance Co | 5,770 | $804.0K | 0.06% | +910+18.7% | Added |
| Valley Brook Capital Group | 5,780 | $805.0K | 0.80% | −335−5.5% | Reduced |
| Adams Chetwood Wealth Management LLC | 5,777 | $805.0K | 0.58% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,781 | $806.0K | 0.29% | −28−0.5% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,798 | $808.1K | 0.09% | 00.0% | Unchanged |
| Cohen Lawrence B | 5,803 | $809.0K | 0.43% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 5,810 | $809.8K | 0.33% | +21+0.4% | Added |
| 55I, LLC | 5,815 | $810.0K | 0.02% | +1,828+45.8% | Added |
| Cooper Financial Group | 5,873 | $819.0K | 0.17% | +177+3.1% | Added |
| F3Logic, LLC | 5,913 | $822.0K | 0.11% | +13+0.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,902 | $823.0K | 0.59% | −2,028−25.6% | Reduced |
| WealthShield Partners, LLC | 5,924 | $826.0K | 0.22% | −1,524−20.5% | Reduced |
| Financial Architects, Inc | 5,958 | $830.0K | 0.12% | −159−2.6% | Reduced |
| Kore Private Wealth LLC | 5,952 | $830.0K | 0.09% | +197+3.4% | Added |
| Echo Street Capital Management LLC | 5,961 | $831.0K | 0.01% | +5,961 | New |
| Arnhold LLC | 5,971 | $832.0K | 0.10% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,975 | $833.0K | 0.12% | +8+0.1% | Added |
| Colton Groome Financial Advisors, LLC | 5,981 | $834.0K | 0.36% | −20−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,987 | $834.0K | 0.06% | +19+0.3% | Added |
| Grace Capital | 5,913 | $834.0K | 0.51% | +722+13.9% | Added |
| Tectonic Advisors LLC | 5,997 | $836.0K | 0.16% | −2,647−30.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,000 | $836.0K | 0.34% | −35−0.6% | Reduced |
| FORA Capital, LLC | 5,999 | $836.0K | 0.21% | +5,999 | New |
| Chicago Partners Investment Group LLC | 5,636 | $837.0K | 0.06% | +409+7.8% | Added |
| ACG Wealth | 6,025 | $840.0K | 0.11% | −544−8.3% | Reduced |
| Professional Financial Advisors, LLC | 6,046 | $843.0K | 0.48% | −130−2.1% | Reduced |
| Merriman Wealth Management, LLC | 6,054 | $844.0K | 0.07% | −276−4.4% | Reduced |
| West Chester Capital Advisors, Inc | 6,061 | $845.0K | 0.65% | −487−7.4% | Reduced |
| Strategic Investment Advisors | 6,083 | $848.0K | 0.19% | +407+7.2% | Added |
| Dixon Hubard Feinour & Brown Inc | 6,109 | $851.0K | 0.18% | −430−6.6% | Reduced |
| Insight Advisors, LLC | 5,655 | $855.0K | 0.26% | −426−7.0% | Reduced |
| Clearview Wealth Advisors LLC | 6,133 | $855.0K | 0.54% | +251+4.3% | Added |
| Bar Harbor Trust Services | 6,145 | $857.0K | 0.27% | +523+9.3% | Added |
| Aviance Capital Partners, LLC | 6,153 | $858.0K | 0.15% | −301−4.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,166 | $859.0K | 0.10% | +517+9.2% | Added |
| Woodward Diversified Capital, LLC | 6,218 | $867.0K | 0.54% | −540−8.0% | Reduced |
| TCI Wealth Advisors, Inc. | 6,224 | $867.0K | 0.14% | +436+7.5% | Added |
| Grove Bank & Trust | 6,238 | $869.0K | 0.18% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 6,238 | $869.0K | 0.14% | +1,739+38.7% | Added |
| Oxbow Advisors, LLC | 6,243 | $870.0K | 0.09% | −502−7.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,240 | $870.0K | 0.49% | +43+0.7% | Added |
| REDW Wealth LLC | 6,265 | $873.0K | 0.28% | −201−3.1% | Reduced |
| Oak Family Advisors, LLC | 6,273 | $874.0K | 0.46% | +40+0.6% | Added |