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 |
|---|---|---|---|---|---|
| Clearview Wealth Advisors LLC | 6,133 | $855.0K | 0.54% | +251+4.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 6,109 | $851.0K | 0.18% | −430−6.6% | Reduced |
| Strategic Investment Advisors | 6,083 | $848.0K | 0.19% | +407+7.2% | Added |
| West Chester Capital Advisors, Inc | 6,061 | $845.0K | 0.65% | −487−7.4% | Reduced |
| Merriman Wealth Management, LLC | 6,054 | $844.0K | 0.07% | −276−4.4% | Reduced |
| Professional Financial Advisors, LLC | 6,046 | $843.0K | 0.48% | −130−2.1% | Reduced |
| ACG Wealth | 6,025 | $840.0K | 0.11% | −544−8.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,636 | $837.0K | 0.06% | +409+7.8% | Added |
| Tectonic Advisors LLC | 5,997 | $836.0K | 0.16% | −2,647−30.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,000 | $836.0K | 0.34% | −35−0.6% | Reduced |
| FORA Capital, LLC | 5,999 | $836.0K | 0.21% | +5,999 | New |
| Colton Groome Financial Advisors, LLC | 5,981 | $834.0K | 0.36% | −20−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,987 | $834.0K | 0.06% | +19+0.3% | Added |
| Grace Capital | 5,913 | $834.0K | 0.51% | +722+13.9% | Added |
| Sage Mountain Advisors LLC | 5,975 | $833.0K | 0.12% | +8+0.1% | Added |
| Arnhold LLC | 5,971 | $832.0K | 0.10% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,961 | $831.0K | 0.01% | +5,961 | New |
| Financial Architects, Inc | 5,958 | $830.0K | 0.12% | −159−2.6% | Reduced |
| Kore Private Wealth LLC | 5,952 | $830.0K | 0.09% | +197+3.4% | Added |
| WealthShield Partners, LLC | 5,924 | $826.0K | 0.22% | −1,524−20.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,902 | $823.0K | 0.59% | −2,028−25.6% | Reduced |
| F3Logic, LLC | 5,913 | $822.0K | 0.11% | +13+0.2% | Added |
| Cooper Financial Group | 5,873 | $819.0K | 0.17% | +177+3.1% | Added |
| 55I, LLC | 5,815 | $810.0K | 0.02% | +1,828+45.8% | Added |
| Old Mission Investment Co LLC | 5,810 | $809.8K | 0.33% | +21+0.4% | Added |
| Cohen Lawrence B | 5,803 | $809.0K | 0.43% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 5,798 | $808.1K | 0.09% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,781 | $806.0K | 0.29% | −28−0.5% | Reduced |
| Valley Brook Capital Group | 5,780 | $805.0K | 0.80% | −335−5.5% | Reduced |
| Adams Chetwood Wealth Management LLC | 5,777 | $805.0K | 0.58% | 00.0% | Unchanged |
| Compton Capital Management Inc | 5,766 | $804.0K | 0.24% | +50+0.9% | Added |
| Fukoku Mutual Life Insurance Co | 5,770 | $804.0K | 0.06% | +910+18.7% | Added |
| McKinley Carter Wealth Services, Inc. | 5,747 | $801.0K | 0.07% | +1,046+22.3% | Added |
| Ferris Capital, LLC | 5,396 | $801.0K | 0.17% | +5,396 | New |
| CVA Family Office, LLC | 5,717 | $800.0K | 0.58% | −2,183−27.6% | Reduced |
| GYL Financial Synergies, LLC | 5,740 | $800.0K | 0.41% | −482−7.7% | Reduced |
| Madden Securities Corp | 5,738 | $800.0K | 0.43% | +8+0.1% | Added |
| Benin Management CORP | 5,716 | $797.0K | 0.25% | −1,400−19.7% | Reduced |
| Lokken Investment Group LLC | 5,703 | $795.0K | 0.63% | +198+3.6% | Added |
| Gsa Capital Partners LLP | 5,701 | $795.0K | 0.08% | +5,701 | New |
| Summit Financial Group Inc | 5,688 | $793.0K | 0.29% | +1,513+36.2% | Added |
| Sentinel Pension Advisors Inc | 5,671 | $790.0K | 0.27% | −84−1.5% | Reduced |
| Nwam LLC | 5,663 | $789.0K | 0.07% | +10.0% | Added |
| Financial Advisory Group | 5,660 | $789.0K | 0.17% | +24+0.4% | Added |
| Retirement Group, LLC | 5,632 | $785.0K | 0.36% | +4,753+540.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,628 | $784.0K | 0.35% | −72−1.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,605 | $781.0K | 0.20% | +1,184+26.8% | Added |
| blooom, inc. | 5,500 | $779.0K | 0.65% | −498−8.3% | Reduced |
| Waterfront Wealth Inc. | 5,591 | $779.0K | 0.38% | −235−4.0% | Reduced |
| Kingfisher Capital LLC | 5,571 | $776.0K | 0.20% | +119+2.2% | Added |
| Ambassador Advisors, LLC | 5,561 | $775.0K | 0.15% | +4,133+289.4% | Added |
| Financial Partners Group, Inc | 5,544 | $773.0K | 0.18% | +13+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,529 | $770.0K | 0.06% | −499−8.3% | Reduced |
| Bridgeworth, LLC | 5,525 | $770.0K | 0.22% | −9−0.2% | Reduced |
| Archetype Wealth Partners | 5,496 | $766.0K | 0.26% | −13−0.2% | Reduced |
| Elgethun Capital Management | 5,483 | $764.0K | 0.26% | −57−1.0% | Reduced |
| Windsor Group LTD | 5,524 | $757.0K | 0.16% | −23−0.4% | Reduced |
| Sterneck Capital Management, LLC | 5,430 | $757.0K | 0.48% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 5,427 | $756.0K | 0.31% | +110+2.1% | Added |
| Uncommon Cents Investing LLC | 5,420 | $755.0K | 0.31% | +513+10.5% | Added |
| Legacy Financial Advisors, Inc. | 5,393 | $752.0K | 0.18% | +349+6.9% | Added |
| Pallas Capital Advisors LLC | 4,985 | $749.0K | 0.08% | +1,714+52.4% | Added |
| Covenant Multifamily Offices, LLC | 5,476 | $748.0K | 0.13% | +479+9.6% | Added |
| Pflug Koory, LLC | 5,360 | $747.0K | 0.41% | −269−4.8% | Reduced |
| Insight Wealth Strategies, LLC | 5,356 | $747.0K | 0.11% | +354+7.1% | Added |
| Marcum Wealth, LLC | 5,353 | $746.0K | 0.12% | −1,392−20.6% | Reduced |
| Oarsman Capital, Inc. | 5,351 | $746.0K | 0.30% | −20−0.4% | Reduced |
| Gould Asset Management LLC | 5,343 | $745.0K | 0.23% | −3,490−39.5% | Reduced |
| Beaumont Financial Partners, LLC | 5,343 | $745.0K | 0.06% | −135−2.5% | Reduced |
| Brown Advisory Securities, LLC | 5,327 | $744.0K | 0.22% | −582−9.8% | Reduced |
| TD Capital Management LLC | 5,330 | $743.0K | 0.09% | +10.0% | Added |
| Vantage Consulting Group Inc | 5,317 | $741.0K | 0.16% | −116−2.1% | Reduced |
| Noesis Capital Mangement Corp | 5,315 | $741.0K | 0.14% | +3,610+211.7% | Added |
| V2 Financial group LLC | 5,311 | $740.2K | 0.64% | +1,129+27.0% | Added |
| Moody Lynn & Lieberson, LLC | 5,305 | $739.0K | 0.06% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 5,294 | $738.0K | 0.20% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 5,290 | $737.0K | 0.06% | +800+17.8% | Added |
| Veracity Capital LLC | 5,279 | $736.0K | 0.32% | −243−4.4% | Reduced |
| Cribstone Capital Management, LLC | 5,277 | $736.0K | 0.44% | −149−2.7% | Reduced |
| DeDora Capital, Inc. | 5,275 | $735.0K | 0.32% | −177−3.2% | Reduced |
| Verdence Capital Advisors LLC | 5,259 | $733.0K | 0.10% | +553+11.8% | Added |
| Mairs & Power Inc | 5,251 | $732.0K | 0.01% | −112−2.1% | Reduced |
| RMB Capital Management, LLC | 5,252 | $732.0K | 0.02% | +763+17.0% | Added |
| Hills Bank & Trust Co | 5,236 | $730.0K | 0.11% | +514+10.9% | Added |
| Sunburst Financial Group, LLC | 5,224 | $728.0K | 0.45% | +25+0.5% | Added |
| Sheets Smith Wealth Management | 5,205 | $725.0K | 0.10% | −669−11.4% | Reduced |
| Carlson Capital Management | 5,203 | $725.0K | 0.08% | +74+1.4% | Added |
| Denali Advisors LLC | 5,200 | $725.0K | 0.30% | +3,200+160.0% | Added |
| FDx Advisors, Inc. | 5,191 | $724.0K | 0.02% | +57+1.1% | Added |
| Detalus Advisors, LLC | 5,182 | $722.0K | 0.37% | −418−7.5% | Reduced |
| Oldfather Financial Services, LLC | 4,877 | $721.0K | 0.37% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,161 | $719.0K | 0.19% | −397−7.1% | Reduced |
| Truehand, Inc | 5,160 | $719.0K | 0.42% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 5,156 | $719.0K | 0.24% | +147+2.9% | Added |
| Security National Trust Co | 5,094 | $718.0K | 0.17% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 5,152 | $718.0K | 0.29% | +5,152 | New |
| Smith Shellnut Wilson LLC | 5,144 | $717.0K | 0.41% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,136 | $716.0K | 0.07% | +338+7.0% | Added |
| Accurate Wealth Management, LLC | 5,116 | $712.0K | 0.63% | +379+8.0% | Added |
| Orrstown Financial Services Inc | 5,093 | $710.0K | 1.12% | −331−6.1% | Reduced |