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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 16,483 | $2.30M | 0.85% | +1,058+6.9% | Added |
| Harbor Investment Advisory, LLC | 16,357 | $2.28M | 0.31% | −57−0.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 16,342 | $2.28M | 0.68% | +206+1.3% | Added |
| Burke & Herbert Bank & Trust Co | 16,299 | $2.27M | 1.47% | −177−1.1% | Reduced |
| Providence First Trust Co | 16,281 | $2.27M | 1.07% | −727−4.3% | Reduced |
| Summit X, LLC | 16,252 | $2.26M | 0.57% | +523+3.3% | Added |
| Smithfield Trust Co | 16,200 | $2.26M | 0.15% | −401−2.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 16,163 | $2.25M | 0.44% | +595+3.8% | Added |
| Change Path, LLC | 16,162 | $2.25M | 0.13% | +46+0.3% | Added |
| Greatmark Investment Partners, Inc. | 16,110 | $2.25M | 0.42% | −250−1.5% | Reduced |
| Cito Capital Group, LLC | 16,100 | $2.24M | 1.05% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 16,035 | $2.23M | 1.23% | 00.0% | Unchanged |
| IFG Advisory, LLC | 16,031 | $2.23M | 0.24% | +532+3.4% | Added |
| Naples Global Advisors, LLC | 16,026 | $2.23M | 0.29% | +579+3.7% | Added |
| Vigilare Wealth Management | 15,957 | $2.22M | 1.38% | +664+4.3% | Added |
| Ledyard National Bank | 15,906 | $2.22M | 0.23% | −125−0.8% | Reduced |
| Banque Cantonale Vaudoise | 15,854 | $2.21M | 0.10% | +13,802+672.6% | Added |
| Old National Bancorp | 15,855 | $2.21M | 0.08% | −4,027−20.3% | Reduced |
| Duncker Streett & Co Inc | 15,826 | $2.21M | 0.42% | −333−2.1% | Reduced |
| Qtron Investments LLC | 15,829 | $2.21M | 0.59% | +1,756+12.5% | Added |
| NTV Asset Management LLC | 15,816 | $2.20M | 0.38% | +825+5.5% | Added |
| Successful Portfolios LLC | 15,790 | $2.20M | 1.31% | +237+1.5% | Added |
| Arthur M. Cohen & Associates, LLC | 15,785 | $2.20M | 0.45% | −8,151−34.1% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.20M | 0.10% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 15,729 | $2.19M | 0.11% | −6,097−27.9% | Reduced |
| Sepio Capital, LP | 15,687 | $2.19M | 0.18% | +58+0.4% | Added |
| Flputnam Investment Management Co | 15,668 | $2.18M | 0.07% | +849+5.7% | Added |
| Flagship Harbor Advisors, LLC | 15,445 | $2.18M | 0.23% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 15,602 | $2.17M | 1.15% | +192+1.2% | Added |
| Kinloch Capital, LLC | 15,581 | $2.17M | 1.53% | +980+6.7% | Added |
| Equitable Trust Co | 15,557 | $2.17M | 0.14% | −665−4.1% | Reduced |
| Applied Research Investments, LLC | 15,537 | $2.17M | 0.72% | −636−3.9% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 15,453 | $2.15M | 0.25% | −245−1.6% | Reduced |
| Itau Unibanco Holding S.A. | 15,447 | $2.15M | 0.12% | +15,447 | New |
| Wealth Alliance Advisory Group, LLC | 15,430 | $2.15M | 1.05% | +50+0.3% | Added |
| WT Wealth Management | 15,419 | $2.15M | 0.83% | +1,966+14.6% | Added |
| Johanson Financial Advisors, Inc. | 15,300 | $2.13M | 0.73% | +411+2.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 15,291 | $2.13M | 0.01% | −1,000−6.1% | Reduced |
| Bank of Stockton | 15,273 | $2.13M | 0.65% | −275−1.8% | Reduced |
| Hengehold Capital Management LLC | 15,243 | $2.13M | 0.28% | +172+1.1% | Added |
| Enterprise Financial Services Corp | 15,206 | $2.12M | 0.27% | +8,174+116.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,180 | $2.12M | 1.14% | +15,180 | New |
| Assetmark, Inc | 15,172 | $2.12M | 0.01% | −2,390−13.6% | Reduced |
| Maryland Capital Management | 15,122 | $2.11M | 0.13% | −468−3.0% | Reduced |
| Sterling Investment Management, Inc. | 15,101 | $2.10M | 1.34% | +987+7.0% | Added |
| Sawtooth Solutions, LLC | 15,088 | $2.10M | 0.32% | +2,886+23.7% | Added |
| Motley Fool Wealth Management, LLC | 15,068 | $2.10M | 0.09% | +719+5.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.10M | 1.57% | 00.0% | Unchanged |
| Security National Bank of So Dak | 15,038 | $2.10M | 1.60% | −781−4.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.09M | 0.57% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 14,995 | $2.09M | 0.38% | −772−4.9% | Reduced |
| Park Circle Co | 15,000 | $2.09M | 1.72% | 00.0% | Unchanged |
| BBVA USA | 14,950 | $2.08M | 0.12% | −1,814−10.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 14,927 | $2.08M | 0.76% | +86+0.6% | Added |
| Parkside Financial Bank & Trust | 14,901 | $2.08M | 0.61% | +346+2.4% | Added |
| Verity Asset Management, Inc. | 14,884 | $2.08M | 1.34% | +754+5.3% | Added |
| Dynamic Advisor Solutions LLC | 14,882 | $2.07M | 0.16% | −954−6.0% | Reduced |
| Hollow Brook Wealth Management LLC | 14,850 | $2.07M | 1.28% | −528−3.4% | Reduced |
| BFT Financial Group, LLC | 14,846 | $2.07M | 0.38% | +1,063+7.7% | Added |
| Trust Co of Virginia | 14,784 | $2.06M | 0.23% | −101−0.7% | Reduced |
| Essex Savings Bank | 13,874 | $2.05M | 0.75% | −134−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,732 | $2.05M | 0.27% | +432+3.0% | Added |
| Guardian Investment Management | 14,715 | $2.05M | 1.51% | −1,064−6.7% | Reduced |
| Wambolt & Associates, LLC | 14,951 | $2.05M | 0.82% | +1,338+9.8% | Added |
| Ironwood Investment Counsel, LLC | 14,688 | $2.05M | 0.52% | +51+0.3% | Added |
| Bangor Savings Bank | 14,654 | $2.04M | 0.21% | +439+3.1% | Added |
| Stevens Capital Management LP | 14,607 | $2.04M | 0.85% | −34,683−70.4% | Reduced |
| MV Capital Management, Inc. | 14,575 | $2.03M | 0.34% | +759+5.5% | Added |
| Providence Wealth Advisors, LLC | 14,815 | $2.03M | 1.41% | −421−2.8% | Reduced |
| Quadrant Capital Group LLC | 14,563 | $2.03M | 0.28% | +357+2.5% | Added |
| HighTower Trust Services, LTA | 14,535 | $2.03M | 0.25% | −113−0.8% | Reduced |
| Choate Investment Advisors | 14,510 | $2.02M | 0.13% | −431−2.9% | Reduced |
| Duff & Phelps Investment Management Co | 14,513 | $2.02M | 0.03% | −357−2.4% | Reduced |
| Occidental Asset Management, LLC | 14,468 | $2.02M | 0.52% | +953+7.1% | Added |
| Moneta Group Investment Advisors LLC | 14,450 | $2.01M | 0.09% | +991+7.4% | Added |
| StoneX Group Inc. | 14,438 | $2.01M | 0.29% | −434−2.9% | Reduced |
| Optimum Investment Advisors | 14,389 | $2.01M | 0.85% | −854−5.6% | Reduced |
| MD Financial Management Inc. | 14,359 | $2.00M | 0.05% | −1,710−10.6% | Reduced |
| Carroll Financial Associates, Inc. | 14,360 | $2.00M | 0.11% | −457−3.1% | Reduced |
| CFM Wealth Partners LLC | 14,271 | $1.99M | 0.50% | 00.0% | Unchanged |
| Martin & Co Inc | 14,255 | $1.99M | 0.47% | +1,090+8.3% | Added |
| North Star Investment Management Corp. | 14,230 | $1.98M | 0.16% | +56+0.4% | Added |
| Hartford Financial Management Inc. | 14,229 | $1.98M | 0.50% | +318+2.3% | Added |
| Welch Group, LLC | 14,203 | $1.98M | 0.13% | +888+6.7% | Added |
| McMillion Capital Management Inc | 14,202 | $1.98M | 1.16% | +245+1.8% | Added |
| Allred Capital Management, LLC | 14,167 | $1.98M | 1.03% | −347−2.4% | Reduced |
| Canandaigua National Corp | 14,160 | $1.97M | 0.32% | +246+1.8% | Added |
| Roman Butler Fullerton & Co | 13,904 | $1.97M | 0.92% | +84+0.6% | Added |
| Boenning & Scattergood, Inc. | 14,075 | $1.96M | 0.34% | −119−0.8% | Reduced |
| Huber Capital Management LLC | 14,055 | $1.96M | 0.51% | −1,500−9.6% | Reduced |
| ICW Investment Advisors LLC | 14,016 | $1.95M | 1.26% | +159+1.1% | Added |
| ARGI Investment Services, LLC | 14,010 | $1.95M | 0.06% | +1,779+14.5% | Added |
| ProVise Management Group, LLC | 13,987 | $1.95M | 0.19% | −107−0.8% | Reduced |
| Geneva Capital Management LLC | 13,981 | $1.95M | 0.03% | +2,037+17.1% | Added |
| Apollon Wealth Management, LLC | 13,917 | $1.94M | 0.27% | +5,577+66.9% | Added |
| Security National Bank of Sioux City Iowa | 13,878 | $1.93M | 1.49% | −745−5.1% | Reduced |
| Abbrea Capital, LLC | 13,879 | $1.93M | 0.29% | −395−2.8% | Reduced |
| Bailard, Inc. | 13,847 | $1.93M | 0.07% | −179−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 13,837 | $1.93M | 0.89% | −578−4.0% | Reduced |
| Chesley Taft & Associates LLC | 13,791 | $1.92M | 0.11% | −860−5.9% | Reduced |