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 |
|---|---|---|---|---|---|
| American National Registered Investment Advisor, Inc. | 13,784 | $1.92M | 0.69% | −52−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 13,684 | $1.91M | 0.45% | +300+2.2% | Added |
| Stock Yards Bank & Trust Co | 13,635 | $1.90M | 0.12% | +180+1.3% | Added |
| Atlantic Union Bankshares Corp | 13,602 | $1.90M | 0.18% | +5,415+66.1% | Added |
| QP Wealth Management, LLC | 13,583 | $1.89M | 2.03% | −43−0.3% | Reduced |
| Farr Miller & Washington LLC | 13,570 | $1.89M | 0.12% | +950+7.5% | Added |
| Winning Points Advisors, LLC | 13,509 | $1.88M | 1.42% | +506+3.9% | Added |
| Financial Partners Capital Management LLC | 13,505 | $1.88M | 0.34% | +10.0% | Added |
| Spirit of America Management Corp | 13,484 | $1.88M | 0.40% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 13,473 | $1.88M | 0.59% | −393−2.8% | Reduced |
| Windsor Capital Management, LLC | 13,416 | $1.87M | 0.60% | −351−2.5% | Reduced |
| Mizuho Securities USA LLC | 13,370 | $1.86M | 0.19% | +183+1.4% | Added |
| Weatherly Asset Management L. P. | 13,335 | $1.86M | 0.23% | +157+1.2% | Added |
| Boltwood Capital Management | 13,302 | $1.85M | 0.75% | −100−0.7% | Reduced |
| David Loasby | 13,296 | $1.85M | 0.24% | −15−0.1% | Reduced |
| Brewin Dolphin Ltd | 13,288 | $1.85M | 0.08% | +47+0.4% | Added |
| Conning Inc. | 13,282 | $1.85M | 0.05% | −51,499−79.5% | Reduced |
| Fred Alger Management, LLC | 13,280 | $1.85M | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 13,276 | $1.85M | 0.48% | +750+6.0% | Added |
| TCW Group Inc | 13,238 | $1.84M | 0.02% | −295−2.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13,226 | $1.84M | 0.35% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13,212 | $1.84M | 0.13% | −548−4.0% | Reduced |
| Argus Investors' Counsel, Inc. | 13,200 | $1.84M | 1.20% | −12,630−48.9% | Reduced |
| Sentry Investment Management LLC | 13,186 | $1.84M | 0.53% | −958−6.8% | Reduced |
| Pacifica Partners Inc. | 12,843 | $1.84M | 1.34% | +223+1.8% | Added |
| Front Row Advisors LLC | 13,149 | $1.83M | 0.77% | +50.0% | Added |
| SeaCrest Wealth Management, LLC | 13,111 | $1.83M | 0.22% | −3,199−19.6% | Reduced |
| Orser Capital Management, LLC | 13,110 | $1.83M | 1.03% | +290+2.3% | Added |
| Hilltop Holdings Inc. | 13,072 | $1.82M | 0.20% | +1,318+11.2% | Added |
| Trust Co of Toledo NA | 13,009 | $1.81M | 0.30% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 13,002 | $1.81M | 0.16% | −2,078−13.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.81M | 0.60% | 00.0% | Unchanged |
| Verdad Advisers, LP | 13,000 | $1.81M | 1.31% | +13,000 | New |
| FLC Capital Advisors | 12,973 | $1.81M | 0.53% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 12,907 | $1.80M | 0.09% | −1,730−11.8% | Reduced |
| Anchor Investment Management, LLC | 12,858 | $1.79M | 0.25% | +1,472+12.9% | Added |
| Harbor Financial Services, LLC | 12,858 | $1.79M | 0.78% | +300+2.4% | Added |
| Nations Financial Group Inc, | 12,823 | $1.79M | 0.27% | +694+5.7% | Added |
| Brooks, Moore & Associates, Inc. | 12,819 | $1.79M | 1.17% | +810+6.7% | Added |
| Private Harbour Investment Management & Counsel, LLC | 12,810 | $1.78M | 1.57% | −110−0.9% | Reduced |
| AdvisorNet Financial, Inc | 12,779 | $1.78M | 0.12% | −2,528−16.5% | Reduced |
| Plancorp, LLC | 12,771 | $1.78M | 0.12% | +349+2.8% | Added |
| Pearl River Capital, LLC | 12,762 | $1.78M | 0.48% | +12,762 | New |
| Jones Financial Companies LLLP | 12,726 | $1.77M | 0.00% | −1,815−12.5% | Reduced |
| Krilogy Financial LLC | 12,699 | $1.77M | 0.18% | +65+0.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,663 | $1.76M | 0.64% | +3,608+39.8% | Added |
| Manchester Capital Management LLC | 12,645 | $1.76M | 0.24% | +49+0.4% | Added |
| Mather Group, LLC. | 12,611 | $1.76M | 0.04% | +4,503+55.5% | Added |
| Gables Capital Management Inc. | 12,469 | $1.74M | 1.13% | −40−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 12,446 | $1.74M | 0.48% | +597+5.0% | Added |
| True North Advisors, LLC | 12,434 | $1.73M | 0.34% | +266+2.2% | Added |
| Valmark Advisers, Inc. | 12,424 | $1.73M | 0.03% | +41+0.3% | Added |
| West Family Investments, Inc. | 12,364 | $1.72M | 0.46% | +1,602+14.9% | Added |
| Argent Advisors, Inc. | 12,321 | $1.72M | 0.98% | +296+2.5% | Added |
| Regency Capital Management Inc. | 12,306 | $1.72M | 1.21% | +1,980+19.2% | Added |
| Baystate Wealth Management LLC | 12,255 | $1.71M | 0.17% | −28−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 12,215 | $1.70M | 0.61% | +73+0.6% | Added |
| Hedeker Wealth, LLC | 12,167 | $1.70M | 0.52% | −5,561−31.4% | Reduced |
| Sunbelt Securities, Inc. | 11,945 | $1.69M | 0.30% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 12,105 | $1.69M | 0.49% | −1,052−8.0% | Reduced |
| CoreFirst Bank & Trust | 12,100 | $1.69M | 1.17% | −268−2.2% | Reduced |
| Keebeck Wealth Management, LLC | 12,021 | $1.68M | 0.33% | −2,783−18.8% | Reduced |
| Pegasus Asset Management, Inc. | 12,005 | $1.67M | 0.77% | +1,159+10.7% | Added |
| NEXT Financial Group, Inc | 12,001 | $1.67M | 0.13% | +2,545+26.9% | Added |
| Arlington Partners LLC | 12,005 | $1.67M | 0.48% | +3,017+33.6% | Added |
| Pinnacle Holdings, LLC | 12,002 | $1.67M | 0.73% | −219−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 11,985 | $1.67M | 0.15% | −21−0.2% | Reduced |
| Liberty One Investment Management, LLC | 11,959 | $1.67M | 0.28% | +385+3.3% | Added |
| Financial Advisory Service, Inc. | 11,941 | $1.66M | 0.16% | +886+8.0% | Added |
| Alpha DNA Investment Management LLC | 11,915 | $1.66M | 1.16% | +11,915 | New |
| Global Trust Asset Management, LLC | 11,878 | $1.66M | 0.74% | +1,856+18.5% | Added |
| Members Capital Advisors Inc | 11,877 | $1.66M | 0.90% | 00.0% | Unchanged |
| Doliver Advisors, LP | 11,875 | $1.66M | 0.56% | +3,775+46.6% | Added |
| Balentine LLC | 11,835 | $1.65M | 0.07% | +6,305+114.0% | Added |
| HCR Wealth Advisors | 11,814 | $1.65M | 0.27% | −20−0.2% | Reduced |
| Lavaca Capital LLC | 11,816 | $1.65M | 0.83% | +190+1.6% | Added |
| MTM Investment Management, LLC | 11,792 | $1.64M | 0.89% | −834−6.6% | Reduced |
| Guardian Capital LP | 11,729 | $1.64M | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 11,694 | $1.63M | 0.40% | −6,060−34.1% | Reduced |
| Point72 Hong Kong Ltd | 11,679 | $1.63M | 0.13% | −42,185−78.3% | Reduced |
| Peterson Wealth Management | 11,681 | $1.63M | 1.26% | +204+1.8% | Added |
| Meristem Family Wealth, LLC | 11,661 | $1.63M | 0.16% | +5,683+95.1% | Added |
| MidWestOne Financial Group, Inc. | 11,535 | $1.61M | 0.38% | +394+3.5% | Added |
| PFS Investments Inc. | 10,759 | $1.61M | 0.03% | +758+7.6% | Added |
| Gyon Technologies Capital Management, LP | 11,523 | $1.61M | 0.43% | +6,380+124.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,468 | $1.60M | 0.01% | −121,228−91.4% | Reduced |
| Aigen Investment Management, LP | 11,465 | $1.60M | 0.31% | −10.0% | Reduced |
| First Hawaiian Bank | 11,458 | $1.60M | 0.07% | +698+6.5% | Added |
| Crumly & Associates Inc. | 11,420 | $1.59M | 0.74% | −1,277−10.1% | Reduced |
| Great Lakes Advisors, LLC | 11,417 | $1.59M | 0.02% | −895−7.3% | Reduced |
| Trust Investment Advisors | 11,403 | $1.59M | 1.42% | −306−2.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,345 | $1.58M | 0.52% | +1,062+10.3% | Added |
| Quad-Cities Investment Group, LLC | 11,332 | $1.58M | 1.10% | −933−7.6% | Reduced |
| Boston Financial Mangement LLC | 11,326 | $1.58M | 0.06% | −50−0.4% | Reduced |
| Main Street Financial Solutions, LLC | 11,313 | $1.58M | 0.24% | +764+7.2% | Added |
| St. Johns Investment Management Company, LLC | 11,275 | $1.57M | 0.87% | +62+0.6% | Added |
| First Financial Bank - Trust Division | 11,257 | $1.57M | 0.17% | −293−2.5% | Reduced |
| Centric Wealth Management | 11,257 | $1.57M | 0.58% | +211+1.9% | Added |
| Pettee Investors, Inc. | 11,252 | $1.57M | 0.73% | +520+4.8% | Added |
| Breiter Capital Management Inc | 11,203 | $1.56M | 0.89% | +252+2.3% | Added |