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 |
|---|---|---|---|---|---|
| Trust Co of Oklahoma | 11,199 | $1.56M | 0.56% | +397+3.7% | Added |
| Park National Corp | 11,197 | $1.56M | 0.07% | +261+2.4% | Added |
| HawsGoodwin Investment Management LLC | 11,163 | $1.56M | 0.47% | −845−7.0% | Reduced |
| 9258 Wealth Management, LLC | 11,149 | $1.55M | 0.41% | −45−0.4% | Reduced |
| First Commonwealth Financial Corp | 11,046 | $1.54M | 0.55% | −232−2.1% | Reduced |
| WBH Advisory Inc | 11,040 | $1.54M | 0.21% | +10.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,023 | $1.54M | 0.00% | −200−1.8% | Reduced |
| Pitcairn Co | 11,011 | $1.53M | 0.11% | −335−3.0% | Reduced |
| Fluent Financial, LLC | 11,015 | $1.53M | 0.65% | +393+3.7% | Added |
| Harbor Advisors LLC | 11,000 | $1.53M | 0.31% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 10,981 | $1.53M | 0.23% | −6,222−36.2% | Reduced |
| Monetary Management Group Inc | 10,961 | $1.53M | 0.42% | +2,575+30.7% | Added |
| Argent Capital Management LLC | 10,900 | $1.52M | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 31,746 | $1.52M | 0.41% | +22,021+226.4% | Added |
| Douglas Lane & Associates, LLC | 10,877 | $1.52M | 0.02% | −217−2.0% | Reduced |
| Spreng Capital Management, Inc. | 10,937 | $1.50M | 0.96% | +530+5.1% | Added |
| Bayesian Capital Management, LP | 10,700 | $1.49M | 0.43% | −11,100−50.9% | Reduced |
| Navalign, LLC | 10,686 | $1.49M | 0.63% | +72+0.7% | Added |
| First National Bank & Trust Co of Newtown | 10,654 | $1.49M | 0.31% | −35−0.3% | Reduced |
| Essex Financial Services, Inc. | 10,631 | $1.48M | 0.17% | +2,435+29.7% | Added |
| GFG Capital, LLC | 10,568 | $1.47M | 0.47% | +410+4.0% | Added |
| Smith Anglin Financial, LLC | 10,562 | $1.47M | 0.29% | −125−1.2% | Reduced |
| Intrust Bank NA | 10,553 | $1.47M | 0.19% | +511+5.1% | Added |
| Highlander Capital Management, LLC | 10,550 | $1.47M | 0.75% | 00.0% | Unchanged |
| Old Port Advisors | 10,650 | $1.47M | 0.53% | −197−1.8% | Reduced |
| Aldebaran Financial Inc. | 10,504 | $1.46M | 1.26% | +126+1.2% | Added |
| Perigon Wealth Management, LLC | 10,484 | $1.46M | 0.13% | +1,897+22.1% | Added |
| Union Heritage Capital, LLC | 10,450 | $1.46M | 0.68% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 10,445 | $1.46M | 0.28% | 00.0% | Unchanged |
| First PREMIER Bank | 10,429 | $1.45M | 0.41% | −215−2.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 10,401 | $1.45M | 0.97% | +38+0.4% | Added |
| SOL Capital Management CO | 10,350 | $1.44M | 0.29% | +660+6.8% | Added |
| Williams Jones Wealth Management, LLC. | 10,346 | $1.44M | 0.02% | −2,112−17.0% | Reduced |
| Linscomb & Williams, Inc. | 10,221 | $1.43M | 0.07% | −340−3.2% | Reduced |
| Summit Financial Strategies, Inc. | 10,225 | $1.43M | 0.30% | −274−2.6% | Reduced |
| Ausdal Financial Partners, Inc. | 10,205 | $1.42M | 0.21% | −43−0.4% | Reduced |
| NVWM, LLC | 10,190 | $1.42M | 0.51% | +486+5.0% | Added |
| Gilbert & Cook, Inc. | 10,127 | $1.41M | 0.25% | +244+2.5% | Added |
| BOK Financial Private Wealth, Inc. | 10,108 | $1.41M | 0.11% | +842+9.1% | Added |
| Quest Capital Management Inc | 10,099 | $1.41M | 0.28% | +67+0.7% | Added |
| Madison Wealth Management | 10,099 | $1.41M | 0.31% | +307+3.1% | Added |
| Financial Advocates Investment Management | 10,096 | $1.41M | 0.10% | −4,459−30.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,040 | $1.40M | 0.35% | +145+1.5% | Added |
| Sovarnum Capital L.P. | 10,000 | $1.39M | 1.32% | −5,500−35.5% | Reduced |
| IMC-Chicago, LLC | 10,002 | $1.39M | 0.11% | +10,002 | New |
| Resource Management, LLC | 9,975 | $1.39M | 0.16% | −49−0.5% | Reduced |
| Alaethes Wealth LLC | 9,895 | $1.38M | 1.00% | −293−2.9% | Reduced |
| Jeppson Wealth Management, LLC | 9,888 | $1.38M | 0.72% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 9,725 | $1.37M | 0.48% | −16,470−62.9% | Reduced |
| White Pine Capital LLC | 9,791 | $1.36M | 0.42% | −50−0.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 9,790 | $1.36M | 0.42% | +1,336+15.8% | Added |
| Invst, LLC | 9,758 | $1.36M | 0.21% | +341+3.6% | Added |
| Kidder Stephen W | 9,750 | $1.36M | 0.43% | 00.0% | Unchanged |
| Montecito Bank & Trust | 9,746 | $1.36M | 0.26% | −2,928−23.1% | Reduced |
| Investment Partners, Ltd. | 9,731 | $1.36M | 0.62% | −43−0.4% | Reduced |
| AIA Group Ltd | 9,685 | $1.35M | 0.08% | +1,946+25.1% | Added |
| Arden Trust Co | 9,679 | $1.35M | 0.23% | −597−5.8% | Reduced |
| Altman Advisors, Inc. | 9,012 | $1.35M | 0.75% | +73+0.8% | Added |
| Professional Planning | 9,652 | $1.34M | 0.64% | +271+2.9% | Added |
| Chicago Capital, LLC | 9,639 | $1.34M | 0.05% | +3,945+69.3% | Added |
| Gratus Capital LLC | 9,602 | $1.34M | 0.14% | +174+1.8% | Added |
| X-Square Capital, LLC | 9,665 | $1.34M | 0.69% | +550+6.0% | Added |
| WealthPLAN Partners, LLC | 9,629 | $1.33M | 0.09% | −326−3.3% | Reduced |
| D.B. Root & Company, LLC | 9,576 | $1.33M | 0.52% | −15−0.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 9,556 | $1.33M | 0.11% | −1,598−14.3% | Reduced |
| Amarillo National Bank | 9,543 | $1.33M | 0.28% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,904 | $1.33M | 0.53% | +263+3.0% | Added |
| Bridge Creek Capital Management LLC | 9,528 | $1.33M | 0.49% | +735+8.4% | Added |
| Coastal Investment Advisors, Inc. | 9,514 | $1.33M | 0.31% | +63+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 9,504 | $1.32M | 0.16% | +9,504 | New |
| Northeast Financial Consultants Inc | 9,433 | $1.31M | 0.09% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 9,302 | $1.30M | 0.73% | −592−6.0% | Reduced |
| Warther Private Wealth, LLC | 9,462 | $1.30M | 1.16% | +24+0.3% | Added |
| Beese Fulmer Investment Management, Inc. | 9,232 | $1.29M | 0.14% | +197+2.2% | Added |
| Mountain Pacific Investment Advisers Inc | 9,196 | $1.28M | 0.08% | −185−2.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,194 | $1.28M | 0.22% | −705−7.1% | Reduced |
| WMS Partners, LLC | 9,192 | $1.28M | 0.19% | +83+0.9% | Added |
| Quadrant Private Wealth Management, LLC | 9,183 | $1.28M | 0.53% | −100−1.1% | Reduced |
| Gibraltar Capital Management, Inc. | 9,171 | $1.28M | 0.65% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 9,150 | $1.27M | 0.88% | −1,434−13.5% | Reduced |
| Founders Financial Securities LLC | 9,073 | $1.26M | 0.25% | +371+4.3% | Added |
| Accretive Wealth Partners, LLC | 9,026 | $1.26M | 0.89% | +472+5.5% | Added |
| Spotlight Asset Group, Inc. | 9,008 | $1.26M | 0.63% | +1,559+20.9% | Added |
| Almanack Investment Partners, LLC. | 8,995 | $1.25M | 0.11% | +1,100+13.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,985 | $1.25M | 0.67% | +400+4.7% | Added |
| Independence Bank of Kentucky | 8,975 | $1.25M | 0.54% | +62+0.7% | Added |
| Diamant Asset Management, Inc. | 8,970 | $1.25M | 1.03% | +8,970 | New |
| Asset Management Corp | 8,955 | $1.25M | 0.78% | −445−4.7% | Reduced |
| Neville Rodie & Shaw Inc | 8,941 | $1.25M | 0.10% | +800+9.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,928 | $1.25M | 0.04% | −3,525−28.3% | Reduced |
| Intersect Capital LLC | 8,903 | $1.24M | 0.21% | −404−4.3% | Reduced |
| Aberdeen Wealth Management LLC | 8,901 | $1.24M | 1.20% | −332−3.6% | Reduced |
| Vaughan David Investments LLC | 8,898 | $1.24M | 0.04% | −46−0.5% | Reduced |
| Avidian Wealth Solutions, LLC | 8,889 | $1.24M | 0.09% | +340+4.0% | Added |
| McDonald Partners LLC | 8,875 | $1.24M | 0.29% | +544+6.5% | Added |
| Archer Investment Corp | 8,848 | $1.23M | 0.46% | +12+0.1% | Added |
| Courier Capital LLC | 8,847 | $1.23M | 0.12% | +1,075+13.8% | Added |
| Orion Portfolio Solutions, LLC | 8,838 | $1.23M | 0.05% | −2,332−20.9% | Reduced |
| Crescent Capital Consulting, LLC | 8,792 | $1.23M | 0.23% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 8,799 | $1.23M | 0.50% | +556+6.7% | Added |