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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| MRJ Capital Inc | 24,488 | $3.41M | 2.00% | +184+0.8% | Added |
| Clearstead Advisors, LLC | 24,460 | $3.41M | 0.26% | +1,108+4.7% | Added |
| JT Stratford LLC | 24,299 | $3.39M | 1.04% | −581−2.3% | Reduced |
| Global Retirement Partners, LLC | 24,291 | $3.39M | 0.33% | +924+4.0% | Added |
| HBK Sorce Advisory LLC | 24,229 | $3.38M | 0.19% | +1,995+9.0% | Added |
| Citizens National Bank Trust Department | 24,220 | $3.38M | 0.96% | 00.0% | Unchanged |
| Cascadia Advisory Services, LLC | 24,219 | $3.38M | 0.68% | +1,744+7.8% | Added |
| Bluefin Capital Management, LLC | 24,217 | $3.38M | 0.39% | +24,217 | New |
| Clear Street Markets LLC | 24,146 | $3.37M | 0.74% | −809−3.2% | Reduced |
| Snider Financial Group | 22,503 | $3.36M | 1.46% | −647−2.8% | Reduced |
| Bradley Mark J. | 24,096 | $3.36M | 2.30% | +430+1.8% | Added |
| Freestone Capital Holdings, LLC | 24,095 | $3.36M | 0.17% | +906+3.9% | Added |
| Financial & Tax Architects, LLC | 24,054 | $3.35M | 1.53% | +1,401+6.2% | Added |
| Institutional & Family Asset Management, LLC | 24,007 | $3.35M | 0.54% | −340−1.4% | Reduced |
| Stonnington Group, LLC | 23,927 | $3.34M | 0.75% | −772−3.1% | Reduced |
| Woodmont Investment Counsel LLC | 23,825 | $3.32M | 0.48% | +320+1.4% | Added |
| Hutner Capital Management Inc | 23,742 | $3.31M | 2.17% | −28−0.1% | Reduced |
| Diversified Investment Strategies, LLC | 23,725 | $3.31M | 2.45% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 23,658 | $3.30M | 0.15% | +1,149+5.1% | Added |
| TBH Global Asset Management, LLC | 23,645 | $3.30M | 0.77% | −1,342−5.4% | Reduced |
| All Terrain Financial Advisors, LLC | 23,617 | $3.29M | 1.51% | +26+0.1% | Added |
| Alerus Financial NA | 23,619 | $3.29M | 0.30% | +2,008+9.3% | Added |
| Meiji Yasuda Life Insurance Co | 23,496 | $3.27M | 0.06% | +3,123+15.3% | Added |
| Red Door Wealth Management, LLC | 23,477 | $3.27M | 1.25% | +1,814+8.4% | Added |
| Steel Peak Wealth Management LLC | 23,446 | $3.27M | 0.22% | −93−0.4% | Reduced |
| Ieq Capital, LLC | 23,402 | $3.26M | 0.09% | +3,316+16.5% | Added |
| IFP Advisors, Inc | 23,375 | $3.26M | 0.07% | +1,924+9.0% | Added |
| Hudson Valley Investment Advisors Inc | 23,348 | $3.25M | 0.56% | −2,835−10.8% | Reduced |
| Hyman Charles D | 23,337 | $3.25M | 0.23% | +42+0.2% | Added |
| Parsons Capital Management Inc | 23,307 | $3.25M | 0.25% | +1,153+5.2% | Added |
| TownSquare Capital, LLC | 23,258 | $3.24M | 0.09% | +3,004+14.8% | Added |
| Jarislowsky, Fraser Ltd | 23,236 | $3.24M | 0.02% | −2,338−9.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 23,210 | $3.23M | 0.95% | +4,006+20.9% | Added |
| Telos Capital Management, Inc. | 23,113 | $3.22M | 0.44% | +5,814+33.6% | Added |
| Waldron Private Wealth LLC | 23,088 | $3.22M | 0.19% | +2,200+10.5% | Added |
| LaFleur & Godfrey LLC | 23,063 | $3.21M | 0.44% | −34−0.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,947 | $3.20M | 2.33% | −100.0% | Reduced |
| Regal Investment Advisors LLC | 22,947 | $3.20M | 0.31% | +1,256+5.8% | Added |
| Thomasville National Bank | 22,791 | $3.18M | 0.33% | −133−0.6% | Reduced |
| Sargent Bickham Lagudis LLC | 22,764 | $3.17M | 0.26% | −60.0% | Reduced |
| AllGen Financial Advisors, Inc. | 624,145 | $3.17M | 2.59% | +613,198+5,601.5% | Added |
| CFO4Life Group, LLC | 22,732 | $3.17M | 0.74% | +2,264+11.1% | Added |
| Fairfield, Bush & Co. | 22,687 | $3.16M | 1.03% | −5,680−20.0% | Reduced |
| Cullen Capital Management LLC | 22,687 | $3.16M | 0.03% | +5,418+31.4% | Added |
| EP Wealth Advisors, LLC | 22,666 | $3.16M | 0.09% | −1,847−7.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 22,597 | $3.15M | 0.45% | −123−0.5% | Reduced |
| Kavar Capital Partners Group, LLC | 22,517 | $3.14M | 0.71% | +319+1.4% | Added |
| Old Second National Bank of Aurora | 22,490 | $3.13M | 0.85% | −55−0.2% | Reduced |
| International Assets Investment Management, LLC | 22,465 | $3.13M | 0.56% | −3,509−13.5% | Reduced |
| Allen Capital Group, LLC | 22,440 | $3.13M | 0.64% | +923+4.3% | Added |
| Citizens Business Bank | 22,390 | $3.12M | 0.42% | −735−3.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 22,343 | $3.11M | 0.65% | +1,471+7.0% | Added |
| Andesa Financial Management Inc. | 22,311 | $3.11M | 1.69% | −21,244−48.8% | Reduced |
| Journey Advisory Group, LLC | 22,335 | $3.11M | 1.01% | −2,650−10.6% | Reduced |
| Tower View Investment Management & Research LLC | 22,310 | $3.11M | 1.73% | +148+0.7% | Added |
| Chemung Canal Trust Co | 22,231 | $3.10M | 0.60% | −55−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 22,181 | $3.09M | 0.16% | −1,434−6.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,182 | $3.09M | 0.25% | −150−0.7% | Reduced |
| Family Legacy, Inc. | 22,126 | $3.09M | 1.39% | +80+0.4% | Added |
| Northwest Investment Counselors, LLC | 22,066 | $3.08M | 0.86% | −114−0.5% | Reduced |
| Silvercrest Asset Management Group LLC | 22,042 | $3.07M | 0.02% | −9,346−29.8% | Reduced |
| Palisade Asset Management, LLC | 21,951 | $3.06M | 0.37% | −88−0.4% | Reduced |
| Wade G W & Inc | 21,865 | $3.05M | 0.14% | +2,775+14.5% | Added |
| AMG National Trust Bank | 21,757 | $3.03M | 0.10% | +716+3.4% | Added |
| Vident Investment Advisory, LLC | 21,752 | $3.03M | 0.09% | +5,860+36.9% | Added |
| Duality Advisers, LP | 21,651 | $3.02M | 0.23% | +10,074+87.0% | Added |
| IHT Wealth Management, LLC | 21,617 | $3.01M | 0.25% | −11,566−34.9% | Reduced |
| Convergence Investment Partners, LLC | 21,554 | $3.00M | 1.61% | −2,783−11.4% | Reduced |
| Trinity Legacy Partners, LLC | 21,484 | $2.99M | 1.07% | −22−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,458 | $2.99M | 0.27% | +2,751+14.7% | Added |
| Paradigm Financial Partners, LLC | 21,431 | $2.98M | 0.71% | +348+1.7% | Added |
| Benedict Financial Advisors Inc | 21,403 | $2.98M | 0.83% | +39+0.2% | Added |
| Mutual Advisors, LLC | 21,397 | $2.98M | 0.18% | +1,686+8.6% | Added |
| Little House Capital LLC | 21,379 | $2.98M | 1.75% | −1,935−8.3% | Reduced |
| Savant Capital, LLC | 21,198 | $2.96M | 0.11% | +2,366+12.6% | Added |
| Wealthcare Advisory Partners LLC | 21,055 | $2.94M | 0.19% | +17+0.1% | Added |
| BerganKDV Wealth Management, LLC | 21,022 | $2.93M | 0.33% | +91+0.4% | Added |
| Capstone Triton Financial Group, LLC | 19,433 | $2.92M | 1.76% | −266−1.4% | Reduced |
| Appleton Partners Inc | 20,827 | $2.90M | 0.24% | +1,031+5.2% | Added |
| Beck Capital Management, LLC | 20,822 | $2.90M | 0.97% | +20,822 | New |
| Hennessy Advisors Inc | 20,800 | $2.90M | 0.17% | −400−1.9% | Reduced |
| Eudaimonia Partners, LLC | 20,753 | $2.89M | 0.52% | +322+1.6% | Added |
| NovaPoint Capital, LLC | 20,740 | $2.89M | 1.16% | +386+1.9% | Added |
| Enterprise Trust & Investment Co | 20,706 | $2.89M | 1.17% | −50−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 20,690 | $2.88M | 0.25% | +843+4.2% | Added |
| Meridian Investment Counsel Inc. | 20,645 | $2.88M | 1.04% | +192+0.9% | Added |
| Trustcore Financial Services, LLC | 20,440 | $2.85M | 0.28% | +241+1.2% | Added |
| Jacobs & Co | 20,384 | $2.84M | 0.33% | +2,296+12.7% | Added |
| Centaurus Financial, Inc. | 20,337 | $2.83M | 0.24% | +2,056+11.2% | Added |
| Sumitomo Life Insurance Co | 20,329 | $2.83M | 0.08% | −858−4.0% | Reduced |
| Rossmore Private Capital | 20,292 | $2.83M | 0.48% | +20.0% | Added |
| Sompo Asset Management Co., Ltd. | 20,270 | $2.83M | 0.65% | +80+0.4% | Added |
| Bank Ozk | 20,213 | $2.82M | 1.28% | −310−1.5% | Reduced |
| Wealthspire Advisors, LLC | 20,166 | $2.81M | 0.06% | +7,556+59.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 20,110 | $2.80M | 0.21% | −290−1.4% | Reduced |
| Leelyn Smith, LLC | 20,067 | $2.80M | 0.81% | +1,709+9.3% | Added |
| Hancock Whitney Corp | 20,043 | $2.79M | 0.10% | −707−3.4% | Reduced |
| Smith, Moore & Co. | 20,025 | $2.79M | 0.43% | +3,202+19.0% | Added |
| Herold Advisors, Inc. | 20,028 | $2.79M | 1.09% | +20,028 | New |
| Ulysses Management LLC | 20,000 | $2.79M | 0.49% | −10,000−33.3% | Reduced |