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; 4,426 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 |
|---|---|---|---|---|---|
| Staley Capital Advisers Inc | 97,171 | $13.5M | 0.73% | +3,850+4.1% | Added |
| Guardian Capital Advisors LP | 99,501 | $13.5M | 1.40% | +4,260+4.5% | Added |
| General American Investors Co Inc | 95,140 | $13.3M | 1.12% | +30,000+46.1% | Added |
| Wealthfront Advisers LLC | 94,417 | $13.2M | 0.06% | −342−0.4% | Reduced |
| GWM Advisors LLC | 94,340 | $13.1M | 0.33% | +5,329+6.0% | Added |
| Dodge & Cox | 94,315 | $13.1M | 0.01% | −3,051−3.1% | Reduced |
| FineMark National Bank & Trust | 93,839 | $13.1M | 0.55% | +466+0.5% | Added |
| Twinbeech Capital LP | 93,751 | $13.1M | 0.92% | +75,822+422.9% | Added |
| BTC Capital Management, Inc. | 93,497 | $13.0M | 1.46% | −128−0.1% | Reduced |
| MUFG Americas Holdings Corp | 93,493 | $13.0M | 0.25% | +80.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 92,338 | $12.9M | 0.03% | −123,943−57.3% | Reduced |
| Avantax Advisory Services, Inc. | 92,055 | $12.8M | 0.21% | +9,237+11.2% | Added |
| Wesbanco Bank Inc | 91,750 | $12.8M | 0.49% | −627−0.7% | Reduced |
| Stillwater Capital Advisors, LLC | 91,313 | $12.7M | 2.10% | −224−0.2% | Reduced |
| Calamos Wealth Management LLC | 90,690 | $12.6M | 1.02% | +2,679+3.0% | Added |
| New Mexico Educational Retirement Board | 89,893 | $12.5M | 0.44% | −2,500−2.7% | Reduced |
| Henshaw Capital LLC | 89,630 | $12.5M | 0.78% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 89,496 | $12.5M | 1.56% | +3,455+4.0% | Added |
| Shell Asset Management Co | 89,468 | $12.5M | 0.28% | −70,505−44.1% | Reduced |
| Louisiana State Employees Retirement System | 89,000 | $12.4M | 0.30% | +3,400+4.0% | Added |
| Advisory Services Network, LLC | 88,055 | $12.3M | 0.39% | −3,585−3.9% | Reduced |
| Pinnacle Associates Ltd | 87,706 | $12.2M | 0.23% | −86−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 87,615 | $12.2M | 0.46% | +5,006+6.1% | Added |
| Hartline Investment Corp | 87,388 | $12.2M | 1.69% | −30,085−25.6% | Reduced |
| Jones Road Capital Management, L.P. | 87,025 | $12.1M | 8.29% | +7,000+8.7% | Added |
| Brookstone Capital Management | 87,378 | $12.1M | 0.22% | +10,135+13.1% | Added |
| Mark Stevens | 86,626 | $12.1M | 1.35% | −1,755−2.0% | Reduced |
| Moors & Cabot, Inc. | 85,950 | $12.0M | 0.75% | +1,248+1.5% | Added |
| TCTC Holdings, LLC | 85,690 | $11.9M | 0.55% | −1,956−2.2% | Reduced |
| CCM Investment Advisers LLC | 85,661 | $11.9M | 1.55% | −304−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 84,744 | $11.8M | 0.24% | +468+0.6% | Added |
| Segall Bryant & Hamill, LLC | 84,100 | $11.7M | 0.11% | +5,429+6.9% | Added |
| Cutler Investment Counsel LLC | 84,081 | $11.7M | 1.85% | −1,932−2.2% | Reduced |
| Tower Bridge Advisors | 84,010 | $11.7M | 0.78% | +91+0.1% | Added |
| Kentucky Retirement Systems | 83,886 | $11.7M | 0.55% | +3,931+4.9% | Added |
| Montag A & Associates Inc | 83,386 | $11.6M | 0.62% | −2,273−2.7% | Reduced |
| Parthenon LLC | 83,374 | $11.6M | 1.75% | +500+0.6% | Added |
| Foster & Motley Inc | 83,070 | $11.6M | 0.96% | −4,801−5.5% | Reduced |
| Edge Wealth Management LLC | 82,722 | $11.5M | 2.25% | +3,750+4.7% | Added |
| Forbes J M & Co LLP | 82,623 | $11.5M | 1.45% | +896+1.1% | Added |
| Venturi Wealth Management, LLC | 82,339 | $11.5M | 0.96% | +9,778+13.5% | Added |
| Bragg Financial Advisors, Inc | 82,312 | $11.5M | 0.74% | +1,662+2.1% | Added |
| National Asset Management, Inc. | 82,181 | $11.5M | 0.36% | +1,207+1.5% | Added |
| Bollard Group LLC | 82,201 | $11.5M | 0.38% | +3,780+4.8% | Added |
| Hamel Associates, Inc. | 81,953 | $11.4M | 4.46% | −332−0.4% | Reduced |
| Freemont Management S.A. | 81,800 | $11.4M | 1.53% | +300+0.4% | Added |
| MAI Capital Management | 81,027 | $11.3M | 0.22% | +12,821+18.8% | Added |
| Ziegler Capital Management, LLC | 80,445 | $11.2M | 0.41% | −9,174−10.2% | Reduced |
| Optimal Asset Management, Inc. | 80,001 | $11.2M | 1.39% | +145+0.2% | Added |
| Atria Investments LLC | 79,698 | $11.1M | 0.20% | +7,726+10.7% | Added |
| CWA Asset Management Group, LLC | 79,619 | $11.1M | 0.88% | +34,413+76.1% | Added |
| Brown Brothers Harriman & Co | 79,480 | $11.1M | 0.07% | −2,318−2.8% | Reduced |
| Lee Danner & Bass Inc | 79,459 | $11.1M | 1.02% | −2,096−2.6% | Reduced |
| Banco Santander, S.A. | 78,652 | $11.0M | 0.06% | −748−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 78,593 | $11.0M | 0.26% | +2,895+3.8% | Added |
| Farmers Trust Co | 79,090 | $10.8M | 2.41% | +924+1.2% | Added |
| Lockheed Martin Investment Management Co | 77,640 | $10.8M | 0.59% | −2,270−2.8% | Reduced |
| Atwood & Palmer Inc | 77,121 | $10.7M | 0.96% | +597+0.8% | Added |
| Strategic Global Advisors, LLC | 77,123 | $10.7M | 1.57% | +44,311+135.0% | Added |
| Boston Private Wealth LLC | 77,073 | $10.7M | 0.14% | +236+0.3% | Added |
| Arvest Bank Trust Division | 77,057 | $10.7M | 0.60% | +5,467+7.6% | Added |
| Lynch & Associates | 76,911 | $10.7M | 2.78% | −459−0.6% | Reduced |
| Fiduciary Group LLC | 72,025 | $10.7M | 1.22% | −2,100−2.8% | Reduced |
| WS Management LLLP | 76,768 | $10.7M | 1.35% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 76,372 | $10.6M | 1.16% | −3,298−4.1% | Reduced |
| Parsec Financial Management, Inc. | 70,067 | $10.5M | 0.45% | −122,657−63.6% | Reduced |
| Sigma Planning Corp | 74,913 | $10.4M | 0.32% | +2,169+3.0% | Added |
| First Nebraska Trust Co | 74,880 | $10.4M | 1.37% | −330−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 69,510 | $10.4M | 0.38% | +700+1.0% | Added |
| Shelter Mutual Insurance Co | 74,372 | $10.4M | 2.92% | −1,100−1.5% | Reduced |
| Nomura Holdings Inc | 76,518 | $10.4M | 0.08% | −489,562−86.5% | Reduced |
| Twin Tree Management, LP | 74,234 | $10.3M | 0.31% | +12,561+20.4% | Added |
| TruWealth Advisors, LLC | 74,165 | $10.3M | 1.15% | +2,652+3.7% | Added |
| Thompson Siegel & Walmsley LLC | 73,182 | $10.2M | 0.15% | −28,130−27.8% | Reduced |
| First National Bank of Omaha | 72,168 | $10.1M | 0.51% | +9,130+14.5% | Added |
| Ashfield Capital Partners, LLC | 71,828 | $10.0M | 0.71% | +334+0.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 71,741 | $10.0M | 1.63% | +3,464+5.1% | Added |
| Massmutual Trust Co FSB | 71,610 | $9.98M | 0.41% | +6,372+9.8% | Added |
| Cetera Advisors LLC | 71,233 | $9.93M | 0.19% | +4,466+6.7% | Added |
| Richard C. Young & CO., LTD. | 71,149 | $9.92M | 1.36% | −305−0.4% | Reduced |
| FourThought Financial, LLC | 70,939 | $9.89M | 1.32% | +2,335+3.4% | Added |
| Callahan Advisors, LLC | 70,880 | $9.88M | 1.24% | −566−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 70,776 | $9.87M | 0.70% | +900+1.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 70,531 | $9.84M | 0.15% | −11,374−13.9% | Reduced |
| First National Trust Co | 70,495 | $9.83M | 0.59% | −563−0.8% | Reduced |
| Stormborn Capital Management, LLC | 70,000 | $9.76M | 3.33% | +70,000 | New |
| Caption Management, LLC | 70,000 | $9.76M | 0.64% | +70,000 | New |
| Quantbot Technologies LP | 69,958 | $9.75M | 0.71% | −24,030−25.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 69,894 | $9.74M | 1.34% | +3,000+4.5% | Added |
| Hoey Investments, Inc | 69,723 | $9.72M | 3.01% | −4,404−5.9% | Reduced |
| E. Ohman J:or Asset Management AB | 69,200 | $9.65M | 0.30% | +30,000+76.5% | Added |
| Cambridge Trust Co | 69,138 | $9.64M | 0.36% | −549−0.8% | Reduced |
| Stonebridge Capital Advisors LLC | 68,975 | $9.61M | 1.17% | +1,489+2.2% | Added |
| DuPont Capital Management Corp | 68,684 | $9.57M | 0.30% | −44,864−39.5% | Reduced |
| Artemis Investment Management LLP | 68,596 | $9.55M | 0.08% | +68,596 | New |
| Citizens Financial Group Inc | 68,380 | $9.53M | 0.35% | −1,450−2.1% | Reduced |
| Hexavest Inc. | 68,274 | $9.52M | 0.58% | −16,526−19.5% | Reduced |
| Marco Investment Management LLC | 68,044 | $9.48M | 1.05% | −375−0.5% | Reduced |
| Whitener Capital Management, Inc. | 65,653 | $9.46M | 4.35% | −2,296−3.4% | Reduced |
| Buckhead Capital Management LLC | 67,648 | $9.43M | 2.11% | −110.0% | Reduced |