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 |
|---|---|---|---|---|---|
| Trustco Bank Corp N Y | 8,765 | $1.22M | 1.14% | −180−2.0% | Reduced |
| First Command Bank | 8,771 | $1.22M | 0.21% | +492+5.9% | Added |
| First Command Financial Services, Inc. | 8,771 | $1.22M | 0.21% | +492+5.9% | Added |
| Wellington Shields & Co., LLC | 8,751 | $1.22M | 0.43% | +16+0.2% | Added |
| RSM US Wealth Management LLC | 8,742 | $1.22M | 0.07% | −723−7.6% | Reduced |
| Psagot Investment House Ltd. | 8,722 | $1.22M | 0.21% | −11,555−57.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 8,722 | $1.22M | 0.21% | +8,722 | New |
| Rathbone Brothers plc | 8,697 | $1.21M | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 8,697 | $1.21M | 0.68% | +8,697 | New |
| CMG Global Holdings, LLC | 8,680 | $1.21M | 0.90% | −91−1.0% | Reduced |
| Main Street Research LLC | 8,628 | $1.20M | 0.11% | +465+5.7% | Added |
| LCM Capital Management Inc | 8,615 | $1.20M | 1.02% | −153−1.7% | Reduced |
| XTX Topco Ltd | 8,607 | $1.20M | 0.40% | +8,607 | New |
| Altfest L J & Co Inc | 8,591 | $1.20M | 0.25% | −23−0.3% | Reduced |
| Chilton Capital Management LLC | 8,565 | $1.19M | 0.07% | +87+1.0% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 8,563 | $1.19M | 0.92% | +406+5.0% | Added |
| Intrua Financial, LLC | 8,077 | $1.19M | 0.22% | +2,560+46.4% | Added |
| JB Capital LLC | 8,547 | $1.19M | 0.15% | +8,547 | New |
| Keystone Financial Group | 8,515 | $1.19M | 0.21% | +177+2.1% | Added |
| Wealthsource Partners, LLC | 8,444 | $1.18M | 0.10% | +1,076+14.6% | Added |
| Teza Capital Management LLC | 8,430 | $1.18M | 0.57% | −44,506−84.1% | Reduced |
| Bedel Financial Consulting, Inc. | 8,414 | $1.17M | 0.40% | −368−4.2% | Reduced |
| Logan Capital Management Inc | 8,419 | $1.17M | 0.05% | −27−0.3% | Reduced |
| Birmingham Capital Management Co Inc | 8,405 | $1.17M | 0.45% | 00.0% | Unchanged |
| RB Capital Management, LLC | 8,374 | $1.17M | 0.44% | +140+1.7% | Added |
| Winthrop Advisory Group LLC | 8,368 | $1.17M | 0.26% | −199−2.3% | Reduced |
| Blue Chip Partners, Inc. | 8,325 | $1.16M | 0.16% | +31+0.4% | Added |
| Secure Asset Management, LLC | 8,303 | $1.16M | 0.57% | +536+6.9% | Added |
| TD Ameritrade Investment Management, LLC | 8,269 | $1.16M | 0.01% | +2,396+40.8% | Added |
| Farmers National Bank | 8,024 | $1.16M | 0.46% | +8,024 | New |
| Moab Capital Partners LLC | 8,279 | $1.15M | 2.81% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 8,382 | $1.15M | 0.41% | +75+0.9% | Added |
| Ritholtz Wealth Management | 8,226 | $1.15M | 0.08% | −733−8.2% | Reduced |
| Reilly Financial Advisors, LLC | 8,221 | $1.15M | 0.10% | +45+0.6% | Added |
| First Heartland Consultants, Inc. | 8,210 | $1.14M | 0.17% | −166−2.0% | Reduced |
| Calton & Associates, Inc. | 8,195 | $1.14M | 0.25% | +643+8.5% | Added |
| Gray Wealth Management Inc. | 8,161 | $1.14M | 0.64% | −294−3.5% | Reduced |
| Dillon & Associates Inc | 8,190 | $1.14M | 0.22% | −200−2.4% | Reduced |
| Ami Investment Management Inc | 8,137 | $1.13M | 0.49% | −40−0.5% | Reduced |
| Focused Wealth Management, Inc | 8,070 | $1.13M | 0.18% | −20−0.2% | Reduced |
| Atlas Capital Advisors LLC | 8,067 | $1.12M | 0.18% | −67−0.8% | Reduced |
| Exane Derivatives | 8,055 | $1.12M | 0.28% | +4,192+108.5% | Added |
| Ancora Advisors, LLC | 8,036 | $1.12M | 0.03% | +277+3.6% | Added |
| 44 Wealth Management LLC | 8,025 | $1.12M | 0.43% | +30.0% | Added |
| Game Plan Financial Advisors, LLC | 8,012 | $1.12M | 0.67% | +8,012 | New |
| LeJeune Puetz Investment Counsel LLC | 8,005 | $1.12M | 0.41% | −60−0.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 8,000 | $1.11M | 0.28% | +186+2.4% | Added |
| Americana Partners, LLC | 8,002 | $1.11M | 0.27% | +1,990+33.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,962 | $1.11M | 0.25% | +482+6.4% | Added |
| Patten Group, Inc. | 7,896 | $1.10M | 0.32% | +250+3.3% | Added |
| Evanson Asset Management, LLC | 7,996 | $1.10M | 0.11% | −149−1.8% | Reduced |
| Focus Financial Network, Inc. | 7,871 | $1.10M | 0.15% | +285+3.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,872 | $1.10M | 0.06% | +1,207+18.1% | Added |
| Jaffetilchin Investment Partners, LLC | 7,848 | $1.09M | 0.12% | −7,062−47.4% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 7,835 | $1.09M | 1.07% | +204+2.7% | Added |
| Live Oak Private Wealth LLC | 7,824 | $1.09M | 0.22% | +653+9.1% | Added |
| Tru Independence Asset Management 2, LLC | 7,819 | $1.09M | 0.77% | +7,819 | New |
| Virtue Capital Management, LLC | 7,801 | $1.09M | 0.19% | −922−10.6% | Reduced |
| Wealth Quarterback LLC | 44,234 | $1.09M | 0.72% | +35,765+422.3% | Added |
| Home Federal Bank of Tennessee | 7,802 | $1.09M | 0.39% | −25−0.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,731 | $1.08M | 0.13% | +260+3.5% | Added |
| Benjamin Edwards Inc | 7,728 | $1.08M | 0.65% | +495+6.8% | Added |
| GPS Wealth Strategies Group, LLC | 7,718 | $1.08M | 0.27% | +669+9.5% | Added |
| PBMares Wealth Management LLC | 7,701 | $1.07M | 0.51% | +30+0.4% | Added |
| Engine No. 1 LLC | 7,695 | $1.07M | 0.28% | +3,315+75.7% | Added |
| LexAurum Advisors, LLC | 7,676 | $1.07M | 0.32% | +421+5.8% | Added |
| Adirondack Trust Co | 7,161 | $1.07M | 0.51% | +55+0.8% | Added |
| Paradigm Asset Management Co LLC | 7,600 | $1.06M | 0.29% | −400−5.0% | Reduced |
| Castle Rock Wealth Management, LLC | 7,064 | $1.05M | 0.36% | +196+2.9% | Added |
| American State Bank (Iowa) | 7,556 | $1.05M | 0.82% | +10+0.1% | Added |
| Beaumont Asset Management, L.L.C. | 7,517 | $1.05M | 0.78% | −42−0.6% | Reduced |
| Institute for Wealth Management, LLC. | 7,512 | $1.05M | 0.18% | +6+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 7,490 | $1.04M | 0.16% | −4,220−36.0% | Reduced |
| Platform Technology Partners | 7,489 | $1.04M | 0.47% | −68−0.9% | Reduced |
| Icon Wealth Partners, LLC | 7,482 | $1.04M | 0.11% | +26+0.3% | Added |
| Claro Advisors LLC | 7,476 | $1.04M | 0.44% | +499+7.2% | Added |
| Strategic Advisors LLC | 7,482 | $1.04M | 0.22% | +506+7.3% | Added |
| Peoples Financial Services Corp. | 7,464 | $1.04M | 0.44% | +24+0.3% | Added |
| Altium Wealth Management LLC | 7,453 | $1.04M | 0.07% | +126+1.7% | Added |
| Birch Hill Investment Advisors LLC | 7,449 | $1.04M | 0.06% | −400−5.1% | Reduced |
| Kesler, Norman & Wride, LLC | 7,449 | $1.04M | 0.24% | +34+0.5% | Added |
| Whalerock Point Partners, LLC | 7,397 | $1.03M | 0.40% | +860+13.2% | Added |
| Modera Wealth Management, LLC | 7,382 | $1.03M | 0.05% | +777+11.8% | Added |
| Principle Wealth Partners LLC | 7,375 | $1.03M | 0.12% | −39−0.5% | Reduced |
| TrimTabs Asset Management, LLC | 7,176 | $1.03M | 0.50% | −3,793−34.6% | Reduced |
| Norris Financial Group, LLC | 7,367 | $1.03M | 0.68% | +40+0.5% | Added |
| Narwhal Capital Management | 7,356 | $1.02M | 0.13% | −270−3.5% | Reduced |
| Baker Ellis Asset Management LLC | 7,319 | $1.02M | 0.20% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 7,307 | $1.02M | 0.25% | +10.0% | Added |
| Warren Averett Asset Management, LLC | 6,849 | $1.02M | 0.09% | +407+6.3% | Added |
| Delta Investment Management, LLC | 7,282 | $1.01M | 0.32% | +43+0.6% | Added |
| Disciplined Investments, LLC | 7,278 | $1.01M | 0.50% | +166+2.3% | Added |
| DT Investment Partners, LLC | 7,274 | $1.01M | 0.14% | +1,273+21.2% | Added |
| Am Investment Strategies LLC | 7,262 | $1.01M | 0.27% | −94−1.3% | Reduced |
| Aaron Wealth Advisors | 7,254 | $1.01M | 0.29% | −61−0.8% | Reduced |
| Inlet Private Wealth, LLC | 7,250 | $1.01M | 0.27% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 7,250 | $1.01M | 0.69% | 00.0% | Unchanged |
| Somerville Kurt F | 7,230 | $1.01M | 0.15% | −50−0.7% | Reduced |
| Ballast, Inc. | 7,213 | $1.00M | 0.42% | +159+2.3% | Added |
| Cannell Peter B & Co Inc | 7,200 | $1.00M | 0.03% | 00.0% | Unchanged |