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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 7,199 | $1.00M | 0.05% | +2,229+44.8% | Added |
| Abacus Planning Group, Inc. | 7,186 | $1.00M | 0.32% | −201−2.7% | Reduced |
| TLWM | 7,231 | $1.00M | 0.38% | +559+8.4% | Added |
| Prestige Wealth Management Group LLC | 7,186 | $1.00M | 0.26% | +2,029+39.3% | Added |
| Atlas Brown,Inc. | 7,176 | $1.00M | 0.43% | −324−4.3% | Reduced |
| Coastal Bridge Advisors, LLC | 7,167 | $999.0K | 0.23% | −23−0.3% | Reduced |
| Aureus Asset Management, LLC | 7,154 | $997.0K | 0.07% | −123−1.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,145 | $996.0K | 0.86% | +7,145 | New |
| Intellectus Partners, LLC | 7,137 | $995.0K | 0.24% | +4+0.1% | Added |
| Tempus Wealth Planning, LLC | 7,127 | $993.0K | 0.56% | +485+7.3% | Added |
| Lincoln Capital LLC | 7,089 | $988.0K | 0.27% | 00.0% | Unchanged |
| First National Bank of South Miami | 7,024 | $979.0K | 0.66% | +150+2.2% | Added |
| Pin Oak Investment Advisors Inc | 7,016 | $978.0K | 1.08% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 7,007 | $977.0K | 0.16% | +61+0.9% | Added |
| Credit Capital Investments LLC | 7,000 | $976.0K | 1.06% | −3,000−30.0% | Reduced |
| Brighton Jones LLC | 6,994 | $975.0K | 0.05% | −1,346−16.1% | Reduced |
| Hollencrest Capital Management | 6,996 | $975.0K | 0.09% | +50+0.7% | Added |
| Sky Investment Group LLC | 6,996 | $975.0K | 0.22% | +66+1.0% | Added |
| Liberty Capital Management, Inc. | 6,988 | $974.0K | 0.29% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 6,967 | $971.0K | 0.53% | −2,203−24.0% | Reduced |
| Claraphi Advisory Network, LLC | 6,957 | $970.0K | 0.34% | −489−6.6% | Reduced |
| First Foundation Advisors | 6,961 | $970.0K | 0.04% | +872+14.3% | Added |
| PFG Advisors | 6,933 | $966.0K | 0.11% | −131−1.9% | Reduced |
| Triton Wealth Management, PLLC | 6,804 | $965.0K | 0.46% | −294−4.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,927 | $965.0K | 0.57% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 6,906 | $963.0K | 0.18% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 6,906 | $963.0K | 0.48% | +292+4.4% | Added |
| KC Investment Advisors, LLC | 6,901 | $962.0K | 0.77% | +35+0.5% | Added |
| Eqis Capital Management, Inc. | 6,856 | $956.0K | 0.07% | −3,797−35.6% | Reduced |
| Renaissance Group LLC | 6,857 | $956.0K | 0.04% | +78+1.2% | Added |
| Affinity Wealth Management LLC | 7,065 | $955.0K | 0.19% | +898+14.6% | Added |
| Certified Advisory Corp | 6,837 | $953.0K | 0.23% | −616−8.3% | Reduced |
| BBR Partners, LLC | 6,836 | $953.0K | 0.08% | −489−6.7% | Reduced |
| Legacy Bridge, LLC | 6,808 | $949.0K | 0.55% | 00.0% | Unchanged |
| Eidelman Virant Capital | 6,745 | $947.0K | 0.37% | −30−0.4% | Reduced |
| White Lighthouse Investment Management Inc. | 6,750 | $941.0K | 0.25% | −475−6.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,727 | $938.0K | 0.47% | +59+0.9% | Added |
| Oxinas Partners Wealth Management LLC | 6,714 | $936.0K | 0.54% | −808−10.7% | Reduced |
| We Are One Seven, LLC | 6,261 | $936.0K | 0.12% | +729+13.2% | Added |
| Papp L Roy & Associates | 6,706 | $935.0K | 0.12% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 6,701 | $934.0K | 0.37% | −184−2.7% | Reduced |
| Arkansas Financial Group, Inc. | 6,684 | $932.0K | 0.20% | +287+4.5% | Added |
| Valley National Advisers Inc | 6,682 | $931.0K | 0.17% | +81+1.2% | Added |
| Great Diamond Partners, LLC | 6,617 | $922.0K | 0.25% | −4−0.1% | Reduced |
| Cozad Asset Management Inc | 6,597 | $919.0K | 0.14% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 6,588 | $917.0K | 0.02% | −2,085−24.0% | Reduced |
| SkyView Investment Advisors, LLC | 6,571 | $916.0K | 0.26% | −1,053−13.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,565 | $915.0K | 0.21% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 6,560 | $914.0K | 0.01% | −2,771−29.7% | Reduced |
| Chesapeake Wealth Management | 6,553 | $913.0K | 0.33% | −1,786−21.4% | Reduced |
| Edgestream Partners, L.P. | 6,540 | $912.0K | 0.06% | +6,540 | New |
| Traynor Capital Management, Inc. | 6,523 | $909.0K | 0.12% | −1,337−17.0% | Reduced |
| Founders Financial Alliance, LLC | 6,513 | $909.0K | 0.43% | +387+6.3% | Added |
| Highland Capital Management, LLC | 6,515 | $908.0K | 0.06% | −206−3.1% | Reduced |
| Barr E S & Co | 6,515 | $908.0K | 0.07% | −50−0.8% | Reduced |
| Global Financial Private Client, LLC | 6,612 | $906.2K | 0.47% | +158+2.4% | Added |
| Ashton Thomas Private Wealth, LLC | 6,495 | $905.2K | 0.13% | −6,811−51.2% | Reduced |
| G&S Capital LLC | 6,494 | $905.0K | 0.50% | +3,118+92.4% | Added |
| Day & Ennis, LLC | 6,472 | $902.0K | 0.31% | +30.0% | Added |
| KMG Fiduciary Partners, LLC | 6,466 | $901.0K | 0.15% | −4,846−42.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,464 | $901.0K | 0.27% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 6,467 | $901.0K | 0.46% | +6,467 | New |
| Fieldpoint Private Securities, LLC | 6,450 | $899.0K | 0.20% | +422+7.0% | Added |
| Boston Family Office LLC | 6,434 | $897.0K | 0.06% | −135−2.1% | Reduced |
| Charles Schwab Trust Co | 6,429 | $896.0K | 0.18% | −651−9.2% | Reduced |
| Perennial Investment Advisors, LLC | 6,419 | $895.0K | 0.32% | +451+7.6% | Added |
| Pathstone Family Office, LLC | 6,407 | $893.0K | 0.03% | +2,158+50.8% | Added |
| WNY Asset Management, LLC | 6,396 | $892.0K | 0.31% | −451−6.6% | Reduced |
| MJP Associates Inc | 6,384 | $890.0K | 0.30% | +100+1.6% | Added |
| Cornerstone Advisory, LLC | 6,381 | $889.0K | 0.15% | −1,339−17.3% | Reduced |
| Patriot Investment Management Inc. | 6,383 | $889.0K | 0.08% | −248−3.7% | Reduced |
| PSI Advisors, LLC | 6,368 | $888.0K | 0.41% | −147−2.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 6,361 | $887.0K | 0.40% | +6,361 | New |
| FinTrust Capital Advisors, LLC | 6,357 | $886.0K | 0.24% | +1,895+42.5% | Added |
| Proquility Private Wealth Partners, LLC | 6,353 | $885.0K | 0.33% | +155+2.5% | Added |
| St. Louis Trust Co | 6,344 | $884.0K | 0.23% | −593−8.5% | Reduced |
| Aj Wealth Strategies, LLC | 6,346 | $884.0K | 0.05% | +121+1.9% | Added |
| BEAM Asset Management, LLC | 6,342 | $884.0K | 0.76% | +3,427+117.6% | Added |
| Landmark Financial Advisors, LLC | 6,504 | $883.0K | 0.48% | −108−1.6% | Reduced |
| Holderness Investments Co | 6,337 | $883.0K | 0.29% | +1,074+20.4% | Added |
| Foster Group, Inc. | 6,325 | $882.0K | 0.09% | +20.0% | Added |
| Reynders McVeigh Capital Management, LLC | 6,323 | $881.0K | 0.05% | −50−0.8% | Reduced |
| Mosaic Family Wealth, LLC | 6,303 | $879.0K | 0.24% | −307−4.6% | Reduced |
| Pioneer Trust Bank N A | 6,280 | $876.0K | 0.25% | −100−1.6% | Reduced |
| Catalyst Capital Advisors LLC | 6,282 | $876.0K | 0.04% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 6,284 | $876.0K | 0.18% | +380+6.4% | Added |
| Foster Dykema Cabot & Co Inc | 6,285 | $876.0K | 0.11% | +1,058+20.2% | Added |
| Beaton Management Co. Inc. | 6,275 | $875.0K | 0.58% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 6,273 | $874.0K | 0.46% | +40+0.6% | Added |
| REDW Wealth LLC | 6,265 | $873.0K | 0.28% | −201−3.1% | Reduced |
| Oxbow Advisors, LLC | 6,243 | $870.0K | 0.09% | −502−7.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,240 | $870.0K | 0.49% | +43+0.7% | Added |
| Grove Bank & Trust | 6,238 | $869.0K | 0.18% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 6,238 | $869.0K | 0.14% | +1,739+38.7% | Added |
| Woodward Diversified Capital, LLC | 6,218 | $867.0K | 0.54% | −540−8.0% | Reduced |
| TCI Wealth Advisors, Inc. | 6,224 | $867.0K | 0.14% | +436+7.5% | Added |
| Brandywine Oak Private Wealth LLC | 6,166 | $859.0K | 0.10% | +517+9.2% | Added |
| Aviance Capital Partners, LLC | 6,153 | $858.0K | 0.15% | −301−4.7% | Reduced |
| Bar Harbor Trust Services | 6,145 | $857.0K | 0.27% | +523+9.3% | Added |
| Insight Advisors, LLC | 5,655 | $855.0K | 0.26% | −426−7.0% | Reduced |