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 |
|---|---|---|---|---|---|
| Foyston, Gordon, & Payne Inc | 19,950 | $2.78M | 0.69% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 19,889 | $2.77M | 0.50% | +339+1.7% | Added |
| Allworth Financial LP | 19,857 | $2.77M | 0.05% | +3,779+23.5% | Added |
| RFG Advisory, LLC | 19,760 | $2.75M | 0.23% | +857+4.5% | Added |
| Perpetual Investment Management Ltd | 19,752 | $2.75M | 0.35% | −6,400−24.5% | Reduced |
| TCG Advisory Services, LLC | 19,695 | $2.75M | 0.72% | −2,803−12.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 19,677 | $2.74M | 0.49% | +186+1.0% | Added |
| Marshall Wace North America L.P. | 19,660 | $2.74M | 0.01% | −215,665−91.6% | Reduced |
| Means Investment Co., Inc. | 19,641 | $2.74M | 0.54% | −19−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 19,604 | $2.73M | 0.19% | +1,276+7.0% | Added |
| AMJ Financial Wealth Management | 19,598 | $2.73M | 1.12% | +1,505+8.3% | Added |
| Haverford Trust Co | 19,575 | $2.73M | 0.03% | +107+0.5% | Added |
| BDO Wealth Advisors, LLC | 19,505 | $2.72M | 0.30% | +665+3.5% | Added |
| Garner Asset Management Corp | 19,498 | $2.72M | 1.27% | +141+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 19,476 | $2.71M | 0.18% | +1,870+10.6% | Added |
| Waddell & Associates, LLC | 19,404 | $2.70M | 0.46% | +4,712+32.1% | Added |
| Hemenway Trust Co LLC | 19,357 | $2.70M | 0.27% | +755+4.1% | Added |
| Silverleafe Capital Partners, LLC | 19,211 | $2.68M | 1.06% | −1,174−5.8% | Reduced |
| Telemus Capital, LLC | 19,140 | $2.67M | 0.23% | +2,092+12.3% | Added |
| Trust Co of Vermont | 19,117 | $2.67M | 0.19% | −90.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 19,120 | $2.67M | 0.07% | +127+0.7% | Added |
| 180 Wealth Advisors, LLC | 18,932 | $2.66M | 0.59% | +451+2.4% | Added |
| Summit Asset Management, LLC | 19,045 | $2.65M | 0.83% | −290−1.5% | Reduced |
| Tiedemann Advisors, LLC | 19,006 | $2.65M | 0.14% | −800−4.0% | Reduced |
| Bryn Mawr Trust Co | 18,967 | $2.64M | 0.10% | +659+3.6% | Added |
| Westover Capital Advisors, LLC | 18,923 | $2.64M | 0.83% | −149−0.8% | Reduced |
| Ropes Wealth Advisors LLC | 18,905 | $2.63M | 0.42% | −341−1.8% | Reduced |
| First Citizens Bank & Trust Co | 18,887 | $2.63M | 0.13% | −1,864−9.0% | Reduced |
| WC Walker & Associates, Inc. | 18,801 | $2.62M | 1.40% | +300+1.6% | Added |
| Transcend Wealth Collective, LLC | 17,606 | $2.62M | 0.23% | +77+0.4% | Added |
| Dakota Wealth Management | 18,737 | $2.61M | 0.30% | −31,431−62.7% | Reduced |
| CFS Investment Advisory Services, LLC | 18,756 | $2.61M | 0.36% | +18,756 | New |
| Landsberg, Bennett, & Dubbaneh LLC | 19,027 | $2.61M | 0.33% | +2,119+12.5% | Added |
| Congress Park Capital LLC | 18,685 | $2.60M | 1.33% | +1,096+6.2% | Added |
| Roberts Glore & Co Inc | 18,678 | $2.60M | 0.79% | +50.0% | Added |
| Stokes Family Office, LLC | 18,662 | $2.60M | 0.36% | +1,099+6.3% | Added |
| Investment House LLC | 18,652 | $2.60M | 0.19% | −1,790−8.8% | Reduced |
| Dearborn Partners LLC | 18,653 | $2.60M | 0.11% | −1,721−8.4% | Reduced |
| Aries Wealth Management | 18,611 | $2.59M | 1.10% | +868+4.9% | Added |
| Rehmann Capital Advisory Group | 18,594 | $2.59M | 0.25% | +100+0.5% | Added |
| Outfitter Financial LLC | 18,575 | $2.59M | 2.04% | +80+0.4% | Added |
| Beacon Financial Group | 18,370 | $2.58M | 0.36% | −327−1.7% | Reduced |
| Rocky Mountain Advisers, LLC | 18,506 | $2.58M | 3.14% | −164−0.9% | Reduced |
| Octavia Wealth Advisors, LLC | 18,455 | $2.58M | 0.66% | −1,131−5.8% | Reduced |
| Bank of New Hampshire | 18,273 | $2.58M | 0.69% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 18,487 | $2.58M | 0.33% | +256+1.4% | Added |
| Inverness Counsel LLC | 18,454 | $2.57M | 0.09% | −25,738−58.2% | Reduced |
| Cumberland Partners Ltd | 18,409 | $2.57M | 0.21% | +839+4.8% | Added |
| K.J. Harrison & Partners Inc | 18,304 | $2.57M | 0.37% | +9,925+118.5% | Added |
| Delta Financial Advisors LLC | 18,375 | $2.56M | 1.14% | −106−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 18,374 | $2.56M | 0.25% | +9,720+112.3% | Added |
| Freedom Day Solutions, LLC | 18,349 | $2.56M | 1.20% | −1,038−5.4% | Reduced |
| Diligent Investors, LLC | 18,127 | $2.56M | 0.87% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 18,697 | $2.55M | 0.17% | −10,043−34.9% | Reduced |
| Capital Asset Advisory Services LLC | 18,293 | $2.55M | 0.28% | +472+2.6% | Added |
| Shelton Capital Management | 18,268 | $2.55M | 0.10% | −4,822−20.9% | Reduced |
| AIMZ Investment Advisors, LLC | 18,268 | $2.55M | 1.15% | +10.0% | Added |
| Mattern Wealth Management LLC | 18,204 | $2.54M | 0.85% | +221+1.2% | Added |
| Magnolia Capital Advisors LLC | 18,148 | $2.53M | 0.88% | +7,593+71.9% | Added |
| Essex Investment Management Co LLC | 18,117 | $2.52M | 0.31% | −22,512−55.4% | Reduced |
| Quattro Financial Advisors LLC | 17,321 | $2.52M | 0.67% | +1,567+9.9% | Added |
| Wunderlich Capital Managemnt | 18,060 | $2.52M | 1.21% | +797+4.6% | Added |
| Girard Partners Ltd. | 18,005 | $2.51M | 0.32% | +1,641+10.0% | Added |
| JCIC Asset Management Inc. | 17,985 | $2.51M | 0.82% | +260+1.5% | Added |
| Arete Wealth Advisors, LLC | 18,013 | $2.51M | 0.28% | +734+4.2% | Added |
| Archford Capital Strategies, LLC | 17,894 | $2.49M | 0.59% | +10+0.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 17,820 | $2.48M | 0.76% | −6,051−25.3% | Reduced |
| Clarius Group, LLC | 17,738 | $2.47M | 0.22% | +438+2.5% | Added |
| High Note Wealth, LLC | 17,677 | $2.46M | 0.89% | +364+2.1% | Added |
| Dumont & Blake Investment Advisors LLC | 17,679 | $2.46M | 0.71% | −42−0.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 17,677 | $2.46M | 0.45% | +17,677 | New |
| Empirical Finance, LLC | 17,593 | $2.45M | 0.37% | +975+5.9% | Added |
| Seven Eight Capital, LP | 17,510 | $2.44M | 0.24% | +6,741+62.6% | Added |
| Equitable Holdings, Inc. | 17,483 | $2.44M | 0.04% | −203−1.1% | Reduced |
| Golden State Equity Partners | 17,424 | $2.43M | 1.01% | +758+4.5% | Added |
| Checchi Capital Advisers, LLC | 17,412 | $2.43M | 0.30% | +294+1.7% | Added |
| Meridian Wealth Management, LLC | 17,317 | $2.41M | 0.30% | +659+4.0% | Added |
| Ballentine Partners, LLC | 17,316 | $2.41M | 0.08% | −142−0.8% | Reduced |
| Community Financial Services Group, LLC | 17,309 | $2.41M | 0.66% | +257+1.5% | Added |
| West Branch Capital LLC | 17,280 | $2.41M | 1.16% | +213+1.2% | Added |
| Miller Investment Management, LP | 17,275 | $2.41M | 0.41% | 00.0% | Unchanged |
| 1st Source Bank | 17,195 | $2.40M | 0.15% | +77+0.4% | Added |
| Northstar Group, Inc. | 17,200 | $2.40M | 0.62% | +1,284+8.1% | Added |
| Churchill Management Corp | 17,176 | $2.39M | 0.04% | +17,176 | New |
| BNC Wealth Management, LLC | 17,170 | $2.39M | 1.42% | −386−2.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,162 | $2.39M | 1.38% | +10.0% | Added |
| Northstar Asset Management LLC | 17,155 | $2.39M | 0.63% | −300−1.7% | Reduced |
| Harvey Capital Management Inc | 17,150 | $2.39M | 0.82% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 17,090 | $2.38M | 1.15% | +100+0.6% | Added |
| Aspen Investment Management Inc | 17,066 | $2.38M | 1.26% | +2,826+19.8% | Added |
| Fort Pitt Capital Group, LLC | 17,035 | $2.37M | 0.10% | −4,149−19.6% | Reduced |
| Page Arthur B | 17,003 | $2.37M | 1.76% | −600−3.4% | Reduced |
| Riverbridge Partners LLC | 16,920 | $2.36M | 0.02% | −426−2.5% | Reduced |
| Clare Market Investments LLC | 16,868 | $2.35M | 0.70% | +10,973+186.1% | Added |
| Monument Capital Management | 16,786 | $2.34M | 0.80% | +88+0.5% | Added |
| Amussen Hunsaker Associates LLC | 16,713 | $2.33M | 0.64% | −56−0.3% | Reduced |
| Colony Group LLC | 16,704 | $2.33M | 0.04% | +544+3.4% | Added |
| Wolff Wiese Magana LLC | 16,616 | $2.32M | 1.63% | +1,125+7.3% | Added |
| Hudson Capital Management LLC | 16,571 | $2.31M | 0.92% | +90+0.5% | Added |
| J. W. Coons Advisors, LLC | 16,458 | $2.30M | 0.79% | −200−1.2% | Reduced |