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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 67,388 | $9.39M | 0.13% | +3,082+4.8% | Added |
| Monarch Capital Management Inc | 67,140 | $9.36M | 2.60% | −148−0.2% | Reduced |
| Advisor Partners LLC | 67,132 | $9.36M | 0.63% | −2,521−3.6% | Reduced |
| SG Americas Securities, LLC | 67,075 | $9.35M | 0.05% | −179,117−72.8% | Reduced |
| Tudor Investment Corp Et Al | 66,566 | $9.28M | 0.19% | −6,927−9.4% | Reduced |
| Snowden Capital Advisors LLC | 66,300 | $9.24M | 0.46% | +1,345+2.1% | Added |
| Prudential PLC | 66,158 | $9.22M | 0.13% | −178,207−72.9% | Reduced |
| Franklin Street Advisors Inc | 65,819 | $9.17M | 0.78% | +2,399+3.8% | Added |
| Jefferies Group LLC | 65,411 | $9.12M | 0.22% | +59,781+1,061.8% | Added |
| Spearhead Capital Advisors, LLC | 65,062 | $9.07M | 1.21% | +2,038+3.2% | Added |
| BKD Wealth Advisors, LLC | 64,957 | $9.05M | 0.42% | +1,511+2.4% | Added |
| Lowe Brockenbrough & Co Inc | 64,948 | $9.05M | 0.70% | −1,645−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 64,908 | $9.05M | 0.18% | +2,556+4.1% | Added |
| Cresset Asset Management, LLC | 64,647 | $9.01M | 0.12% | +15,313+31.0% | Added |
| Dowling & Yahnke LLC | 64,604 | $9.01M | 0.50% | −70−0.1% | Reduced |
| Webster Bank, N. A. | 64,241 | $8.95M | 1.00% | +190+0.3% | Added |
| Davenport & Co LLC | 63,586 | $8.86M | 0.06% | +5,276+9.0% | Added |
| Allen Investment Management LLC | 63,193 | $8.81M | 0.12% | +1,360+2.2% | Added |
| Segment Wealth Management, LLC | 63,070 | $8.79M | 1.04% | +1,700+2.8% | Added |
| Van Hulzen Asset Management, LLC | 63,045 | $8.79M | 1.31% | +843+1.4% | Added |
| Tompkins Financial Corp | 62,881 | $8.76M | 1.60% | +62,881 | New |
| Boyer & Corporon Wealth Management, LLC | 62,671 | $8.73M | 2.61% | +848+1.4% | Added |
| City Holding Co | 62,493 | $8.71M | 1.49% | +1,241+2.0% | Added |
| Hantz Financial Services, Inc. | 60,842 | $8.48M | 0.28% | +5,913+10.8% | Added |
| Vontobel Holding Ltd. | 60,712 | $8.46M | 0.07% | −26,076−30.0% | Reduced |
| Prospera Financial Services Inc | 60,615 | $8.45M | 0.42% | −4,926−7.5% | Reduced |
| Rowland & Co Investment Counsel | 70,395 | $8.43M | 2.86% | +2,732+4.0% | Added |
| Cornerstone Wealth Group, LLC | 60,305 | $8.40M | 1.48% | +55,032+1,043.7% | Added |
| BancorpSouth Bank | 60,261 | $8.40M | 1.17% | +262+0.4% | Added |
| St Germain D J Co Inc | 60,167 | $8.39M | 0.52% | −1,162−1.9% | Reduced |
| Transform Wealth, LLC | 60,085 | $8.38M | 0.96% | +9,488+18.8% | Added |
| Leuthold Group, LLC | 59,550 | $8.30M | 1.02% | +59,550 | New |
| Burney Co | 59,111 | $8.24M | 0.39% | −743−1.2% | Reduced |
| Engineers Gate Manager LP | 58,974 | $8.22M | 0.47% | +40,888+226.1% | Added |
| Managed Asset Portfolios, LLC | 58,841 | $8.20M | 1.25% | +647+1.1% | Added |
| Core Alternative Capital | 58,833 | $8.20M | 1.74% | +7,029+13.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 58,529 | $8.16M | 0.42% | +58,529 | New |
| American National Bank | 58,430 | $8.14M | 1.80% | −18,179−23.7% | Reduced |
| First American Bank | 58,405 | $8.14M | 0.47% | +626+1.1% | Added |
| Legacy Private Trust Co. | 58,182 | $8.11M | 0.66% | +3,047+5.5% | Added |
| Eagle Asset Management Inc | 58,174 | $8.11M | 0.04% | −871−1.5% | Reduced |
| Patten & Patten Inc | 58,032 | $8.09M | 0.62% | +2,880+5.2% | Added |
| Squarepoint Ops LLC | 57,890 | $8.07M | 0.06% | +38,000+191.1% | Added |
| TLW Wealth Management, LLC | 57,810 | $8.06M | 4.40% | +1,929+3.5% | Added |
| Edmond de Rothschild Holding S.A. | 57,673 | $8.04M | 0.19% | +6,542+12.8% | Added |
| Northern Oak Wealth Management Inc | 57,428 | $8.00M | 0.98% | +303+0.5% | Added |
| Motco | 57,151 | $7.97M | 0.52% | +3,139+5.8% | Added |
| Pacific Global Investment Management CO | 56,889 | $7.93M | 1.60% | −695−1.2% | Reduced |
| Holloway Wealth Management, LLC | – | $7.91M | 2.41% | – | – |
| Greenline Partners, LLC | 56,471 | $7.87M | 1.65% | +220.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 56,172 | $7.83M | 0.39% | −2,201−3.8% | Reduced |
| Meritage Portfolio Management | 55,972 | $7.80M | 0.47% | +193+0.3% | Added |
| Pendal Group Limited | 55,228 | $7.70M | 0.06% | −29,370−34.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 55,100 | $7.68M | 0.09% | −54,700−49.8% | Reduced |
| Fiduciary Trust Co | 55,040 | $7.67M | 0.14% | −1,277−2.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 54,963 | $7.66M | 0.33% | +54,963 | New |
| Cadence Bank NA | 54,932 | $7.66M | 2.28% | +276+0.5% | Added |
| Visionary Wealth Advisors | 54,923 | $7.66M | 0.79% | +1,330+2.5% | Added |
| Seeyond | 54,781 | $7.63M | 0.74% | −39,009−41.6% | Reduced |
| HAP Trading, LLC | 54,258 | $7.56M | 0.56% | +18,364+51.2% | Added |
| Lido Advisors, LLC | 53,988 | $7.52M | 0.17% | −15,516−22.3% | Reduced |
| Physicians Financial Services, Inc. | 53,623 | $7.47M | 3.03% | +1,220+2.3% | Added |
| Avitas Wealth Management LLC | 53,357 | $7.44M | 1.35% | +357+0.7% | Added |
| Gabelli Funds LLC | 53,300 | $7.43M | 0.05% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 53,296 | $7.43M | 0.58% | −26,697−33.4% | Reduced |
| Miracle Mile Advisors, LLC | 53,175 | $7.41M | 0.36% | +361+0.7% | Added |
| Waters Parkerson & Co., LLC | 53,132 | $7.41M | 0.43% | −283−0.5% | Reduced |
| Bright Rock Capital Management, LLC | 53,000 | $7.39M | 1.85% | 00.0% | Unchanged |
| Adviser Investments LLC | 52,990 | $7.39M | 0.55% | +1,492+2.9% | Added |
| WoodTrust Financial Corp | 52,736 | $7.35M | 1.73% | +11,041+26.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 52,614 | $7.33M | 0.29% | +1,884+3.7% | Added |
| Simplex Trading, LLC | 52,635 | $7.33M | 0.26% | +6,687+14.6% | Added |
| Auxier Asset Management | 52,317 | $7.29M | 1.23% | −220−0.4% | Reduced |
| Terry L. Blaker | 52,278 | $7.29M | 0.46% | −489−0.9% | Reduced |
| Parkside Investments, LLC | 52,210 | $7.28M | 1.52% | −2,990−5.4% | Reduced |
| FRG Family Wealth Advisors LLC | 52,203 | $7.28M | 1.43% | +510+1.0% | Added |
| Dorchester Wealth Management Co | 52,177 | $7.27M | 1.79% | −490−0.9% | Reduced |
| Bank Hapoalim BM | 52,150 | $7.27M | 0.76% | +1,134+2.2% | Added |
| Leavell Investment Management, Inc. | 51,954 | $7.24M | 0.54% | +244+0.5% | Added |
| RBF Capital, LLC | 51,774 | $7.22M | 0.41% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 51,520 | $7.18M | 1.60% | −1,147−2.2% | Reduced |
| People's United Financial, Inc. | 51,136 | $7.13M | 0.16% | −10,403−16.9% | Reduced |
| B&D White Capital Company, LLC | 51,060 | $7.12M | 2.74% | +51,060 | New |
| Adams Asset Advisors, LLC | 51,003 | $7.11M | 1.43% | −1,228−2.4% | Reduced |
| American Portfolios Advisors | 50,863 | $7.09M | 0.27% | +912+1.8% | Added |
| Crossvault Capital Management LLC | 50,791 | $7.08M | 2.23% | +205+0.4% | Added |
| Horizon Investments, LLC | 50,695 | $7.07M | 0.22% | +14,155+38.7% | Added |
| Crawford Lake Capital Management, LLC | 50,375 | $7.02M | 4.52% | +50,375 | New |
| TD Private Client Wealth LLC | 50,286 | $7.01M | 0.30% | +1,004+2.0% | Added |
| Marble Harbor Investment Counsel, LLC | 50,115 | $6.99M | 0.94% | −300−0.6% | Reduced |
| Heritage Trust Co | 50,048 | $6.97M | 0.98% | +760+1.5% | Added |
| Intact Investment Management Inc. | 49,800 | $6.94M | 0.19% | −900−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 49,713 | $6.93M | 0.39% | +2,277+4.8% | Added |
| Meridian Management Co | 49,225 | $6.86M | 2.10% | +3,680+8.1% | Added |
| Oak Harvest Investment Services | 49,192 | $6.86M | 2.00% | +7,159+17.0% | Added |
| Marietta Wealth Management, LLC | 49,101 | $6.84M | 1.49% | +1,228+2.6% | Added |
| Brookfield Asset Management Inc. | 49,106 | $6.84M | 0.03% | +49,106 | New |
| Geneos Wealth Management Inc. | 49,914 | $6.84M | 0.26% | +2,918+6.2% | Added |
| Cypress Capital Group | 48,949 | $6.82M | 0.93% | −4,222−7.9% | Reduced |
| World Asset Management Inc | 48,933 | $6.82M | 0.68% | −925−1.9% | Reduced |