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 7 sales; 4,426 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 168,896 | $23.5M | 0.71% | −3,764−2.2% | Reduced |
| Metropolitan Life Insurance Co | 168,223 | $23.4M | 0.34% | −560.0% | Reduced |
| Berkshire Asset Management LLC | 168,153 | $23.4M | 1.57% | +2,670+1.6% | Added |
| Eastern Bank | 165,136 | $23.0M | 1.11% | +591+0.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 162,715 | $22.7M | 1.18% | −4,480−2.7% | Reduced |
| Group One Trading, L.P. | 162,526 | $22.7M | 0.49% | +29,522+22.2% | Added |
| Country Club Trust Company, n.a. | 158,049 | $22.2M | 1.91% | +2,719+1.8% | Added |
| ING Groep NV | 158,640 | $22.1M | 0.28% | +20,135+14.5% | Added |
| Hilton Capital Management, LLC | 158,431 | $22.1M | 2.16% | +2,817+1.8% | Added |
| Farmers & Merchants Investments Inc | 157,849 | $22.0M | 0.93% | −807−0.5% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,700 | $22.0M | 0.19% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 157,314 | $21.9M | 0.45% | +34,914+28.5% | Added |
| Abner Herrman & Brock LLC | 156,841 | $21.9M | 3.08% | −655−0.4% | Reduced |
| Johnson Investment Counsel Inc | 156,239 | $21.8M | 0.29% | −1,672−1.1% | Reduced |
| Community Trust & Investment Co | 155,051 | $21.6M | 1.81% | +18,669+13.7% | Added |
| Norinchukin Bank, The | 151,604 | $21.1M | 0.29% | +10,878+7.7% | Added |
| Nicola Wealth Management Ltd. | 151,500 | $21.1M | 2.17% | +2,500+1.7% | Added |
| Cetera Investment Advisers | 150,809 | $21.0M | 0.33% | +2,366+1.6% | Added |
| Swiss Life Asset Management Ltd | 148,755 | $20.7M | 0.29% | −27,169−15.4% | Reduced |
| Tiaa, FSB | 148,724 | $20.7M | 0.07% | +56,152+60.7% | Added |
| Raymond James Trust N.A. | 145,589 | $20.3M | 0.68% | +4,455+3.2% | Added |
| Argent Trust Co | 145,414 | $20.3M | 1.30% | +3,649+2.6% | Added |
| Advisors Asset Management, Inc. | 145,333 | $20.3M | 0.31% | +31,773+28.0% | Added |
| Janney Capital Management LLC | 145,212 | $20.2M | 1.36% | −2,458−1.7% | Reduced |
| NFJ Investment Group, LLC | 144,819 | $20.2M | 0.40% | +1,214+0.8% | Added |
| Willis Investment Counsel | 144,530 | $20.1M | 1.15% | +12,893+9.8% | Added |
| Xponance, Inc. | 144,284 | $20.1M | 0.38% | +36,237+33.5% | Added |
| Walleye Trading LLC | 143,748 | $20.0M | 0.47% | −35,610−19.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 143,482 | $20.0M | 0.10% | −3,426−2.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 143,163 | $20.0M | 0.38% | −1,480−1.0% | Reduced |
| Bartlett & Co. LLC | 143,163 | $20.0M | 0.38% | −1,480−1.0% | Reduced |
| Cetera Advisor Networks LLC | 142,507 | $19.9M | 0.27% | +4,043+2.9% | Added |
| Alpha Cubed Investments, LLC | 142,162 | $19.8M | 1.49% | +1,680+1.2% | Added |
| Anchor Capital Advisors LLC | 142,107 | $19.8M | 0.41% | +4,396+3.2% | Added |
| Oakworth Capital, Inc. | 141,189 | $19.7M | 1.90% | +10,040+7.7% | Added |
| Hartford Investment Management Co | 140,857 | $19.6M | 0.54% | −3,859−2.7% | Reduced |
| Moody National Bank Trust Division | 140,808 | $19.6M | 0.29% | −177−0.1% | Reduced |
| Easterly Investment Partners LLC | 140,147 | $19.5M | 1.32% | −7,392−5.0% | Reduced |
| First Horizon Advisors, Inc. | 139,743 | $19.5M | 0.64% | +8,322+6.3% | Added |
| ClariVest Asset Management LLC | 139,558 | $19.5M | 0.63% | 00.0% | Unchanged |
| Welch & Forbes LLC | 138,365 | $19.3M | 0.32% | +6,796+5.2% | Added |
| Salem Investment Counselors Inc | 138,141 | $19.3M | 1.05% | −1,059−0.8% | Reduced |
| Rockland Trust Co | 137,063 | $19.1M | 1.33% | −4,036−2.9% | Reduced |
| Azimuth Capital Management LLC | 136,410 | $19.0M | 0.82% | −296−0.2% | Reduced |
| Gotham Asset Management, LLC | 136,236 | $19.0M | 0.77% | +1,668+1.2% | Added |
| Tdam USA Inc. | 135,799 | $18.9M | 1.25% | −812−0.6% | Reduced |
| Spire Wealth Management | 133,674 | $18.6M | 0.49% | +9,577+7.7% | Added |
| Daiwa Securities Group Inc. | 133,478 | $18.6M | 0.12% | +1,136+0.9% | Added |
| Dana Investment Advisors, Inc. | 133,016 | $18.5M | 0.84% | −1,740−1.3% | Reduced |
| American National Insurance Co | 132,630 | $18.5M | 0.69% | −125−0.1% | Reduced |
| Synovus Financial Corp | 130,506 | $18.2M | 0.19% | +1,185+0.9% | Added |
| North Fourth Asset Management, LP | 130,000 | $18.1M | 6.71% | +3,726+3.0% | Added |
| Brown Advisory Inc | 129,721 | $18.1M | 0.03% | −4,789−3.6% | Reduced |
| Destination Wealth Management | 129,028 | $18.0M | 0.70% | +2,876+2.3% | Added |
| Washington Trust Co | 124,544 | $17.4M | 0.49% | +546+0.4% | Added |
| Novare Capital Management LLC | 124,526 | $17.4M | 1.93% | +1,157+0.9% | Added |
| Beck Mack & Oliver LLC | 124,465 | $17.3M | 0.45% | −1,625−1.3% | Reduced |
| D.A. Davidson & Co. | 124,222 | $17.3M | 0.20% | +1,876+1.5% | Added |
| Advisors Capital Management, LLC | 123,754 | $17.2M | 0.53% | +4,928+4.1% | Added |
| Capital Investment Counsel, Inc | 122,089 | $17.0M | 3.74% | +913+0.8% | Added |
| GW Henssler & Associates Ltd | 121,198 | $16.9M | 1.17% | −16,298−11.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 120,903 | $16.9M | 0.04% | +43,311+55.8% | Added |
| James Investment Research Inc | 120,548 | $16.8M | 1.56% | −951−0.8% | Reduced |
| Greenwood Gearhart Inc | 120,079 | $16.7M | 2.59% | −24,955−17.2% | Reduced |
| Securian Asset Management, Inc | 119,244 | $16.6M | 0.34% | +3,445+3.0% | Added |
| Ferguson Wellman Capital Management, Inc | 118,780 | $16.6M | 0.53% | +3,666+3.2% | Added |
| Northwest & Ethical Investments L.P. | 118,095 | $16.5M | 0.54% | +16,350+16.1% | Added |
| Beacon Pointe Advisors, LLC | 117,369 | $16.4M | 0.40% | +62,766+114.9% | Added |
| Independent Advisor Alliance | 116,796 | $16.3M | 0.91% | +136+0.1% | Added |
| Whittier Trust Co | 116,099 | $16.2M | 0.29% | −221−0.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 115,500 | $16.1M | 0.64% | +115,500 | New |
| Gabalex Capital Management LLC | 115,000 | $16.0M | 7.41% | +10,000+9.5% | Added |
| Shellback Capital, LP | 115,000 | $16.0M | 0.94% | +115,000 | New |
| Peapack Gladstone Financial Corp | 112,314 | $15.7M | 0.32% | +7,298+6.9% | Added |
| HM Payson & Co | 111,974 | $15.6M | 0.38% | −254−0.2% | Reduced |
| Wolverine Trading, LLC | 110,824 | $15.6M | 0.32% | +10,816+10.8% | Added |
| Heritage Wealth Advisors | 111,160 | $15.5M | 0.95% | +5,600+5.3% | Added |
| Overbrook Management Corp | 110,940 | $15.5M | 3.36% | −1,536−1.4% | Reduced |
| Maryland State Retirement & Pension System | 109,428 | $15.4M | 0.44% | +543+0.5% | Added |
| Pacer Advisors, Inc. | 110,338 | $15.4M | 0.20% | +4,584+4.3% | Added |
| Lathrop Investment Management Corp | 108,925 | $15.2M | 3.24% | −3,816−3.4% | Reduced |
| Sandy Spring Bank | 108,169 | $15.1M | 0.80% | −281−0.3% | Reduced |
| Elo Mutual Pension Insurance Co | 107,760 | $15.0M | 0.48% | −1,034−1.0% | Reduced |
| CSM Advisors, LLC | 107,241 | $14.9M | 1.12% | +1,000+0.9% | Added |
| Asset Advisors Investment Management, LLC | 106,666 | $14.9M | 1.66% | +3,315+3.2% | Added |
| Teachers Retirement System of the State of Kentucky | 106,199 | $14.8M | 0.14% | 00.0% | Unchanged |
| Empirical Capital Management, LLC | 105,000 | $14.6M | 15.38% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 104,603 | $14.6M | 0.29% | −1,058−1.0% | Reduced |
| CapWealth Advisors, LLC | 104,016 | $14.5M | 1.59% | +7,644+7.9% | Added |
| PEAK6 Investments LLC | 102,814 | $14.3M | 0.29% | +78,224+318.1% | Added |
| Regentatlantic Capital LLC | 102,396 | $14.3M | 0.43% | −3,603−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 101,664 | $14.2M | 0.29% | +7,203+7.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 101,407 | $14.1M | 0.51% | +101,407 | New |
| Westchester Capital Management, Inc. | 100,959 | $14.1M | 3.92% | −470.0% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 100,000 | $13.9M | 0.33% | +100,000 | New |
| South State Corp. | 99,152 | $13.8M | 1.16% | +545+0.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 99,023 | $13.8M | 1.88% | −8,088−7.6% | Reduced |
| Northeast Investment Management | 98,601 | $13.7M | 0.73% | +2,140+2.2% | Added |
| Simmons Bank | 97,534 | $13.6M | 0.99% | −655−0.7% | Reduced |
| Qci Asset Management Inc | 97,511 | $13.6M | 0.79% | +97,511 | New |