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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 48,881 | $6.81M | 0.16% | +815+1.7% | Added |
| Gofen & Glossberg LLC | 48,730 | $6.79M | 0.16% | −149−0.3% | Reduced |
| Headinvest, LLC | 48,682 | $6.79M | 1.29% | +532+1.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 48,662 | $6.78M | 0.66% | −7,580−13.5% | Reduced |
| Tower Research Capital LLC (TRC) | 48,651 | $6.78M | 0.17% | −52,777−52.0% | Reduced |
| B. Riley Wealth Management, Inc. | 48,396 | $6.75M | 0.52% | +23,347+93.2% | Added |
| AlphaStar Capital Management, LLC | 45,911 | $6.74M | 0.46% | +38,275+501.2% | Added |
| Galvin, Gaustad & Stein, LLC | 48,353 | $6.74M | 0.65% | −220.0% | Reduced |
| Executive Wealth Management, LLC | 48,031 | $6.69M | 0.74% | −1,035−2.1% | Reduced |
| Barbara Oil Co. | 48,000 | $6.69M | 3.14% | 00.0% | Unchanged |
| Roundview Capital LLC | 47,850 | $6.67M | 0.74% | +676+1.4% | Added |
| New England Asset Management Inc | 47,675 | $6.64M | 0.12% | +2,100+4.6% | Added |
| Hodges Capital Management Inc. | 47,562 | $6.63M | 0.49% | +6,934+17.1% | Added |
| Covington Capital Management | 47,492 | $6.62M | 0.25% | −243−0.5% | Reduced |
| Meitav Dash Investments Ltd | 47,429 | $6.62M | 0.11% | −9,109−16.1% | Reduced |
| Colonial Trust Advisors | 47,348 | $6.60M | 0.81% | +292+0.6% | Added |
| Pettyjohn, Wood & White, Inc | 47,304 | $6.59M | 1.46% | +448+1.0% | Added |
| Boston Research & Management Inc | 47,208 | $6.58M | 1.96% | +1,060+2.3% | Added |
| Pittenger & Anderson Inc | 47,098 | $6.57M | 0.33% | +1,035+2.2% | Added |
| Petrus Trust Company, LTA | 46,938 | $6.54M | 0.72% | +488+1.1% | Added |
| Foundations Investment Advisors, LLC | 47,260 | $6.46M | 0.28% | +42,871+976.8% | Added |
| Brinker Capital Investments, LLC | 45,595 | $6.43M | 0.10% | −229−0.5% | Reduced |
| Hourglass Capital, LLC | 46,015 | $6.41M | 1.75% | −95−0.2% | Reduced |
| Westfield Capital Management Co LP | 45,950 | $6.41M | 0.04% | +45,950 | New |
| First Personal Financial Services | 45,694 | $6.37M | 1.58% | −1,267−2.7% | Reduced |
| Carret Asset Management, LLC | 45,689 | $6.37M | 0.76% | −1,339−2.8% | Reduced |
| Cardinal Capital Management | 45,434 | $6.33M | 1.37% | −750−1.6% | Reduced |
| Mattern Capital Management, LLC | 45,041 | $6.28M | 1.24% | +1,103+2.5% | Added |
| Stratos Wealth Partners, LTD. | 44,761 | $6.24M | 0.16% | −2,121−4.5% | Reduced |
| Smith Group Asset Management, LLC | 44,530 | $6.21M | 0.32% | +44,530 | New |
| Caldwell Trust Co | 44,531 | $6.21M | 0.78% | +1,379+3.2% | Added |
| Synergy Financial Management, LLC | 44,525 | $6.21M | 1.44% | −23,724−34.8% | Reduced |
| Richard Bernstein Advisors LLC | 44,512 | $6.20M | 0.13% | +2,706+6.5% | Added |
| United Fire Group Inc | 44,500 | $6.20M | 3.10% | +6,000+15.6% | Added |
| Toth Financial Advisory Corp | 44,400 | $6.19M | 0.94% | +177+0.4% | Added |
| Wedbush Securities Inc | 47,430 | $6.19M | 0.29% | +4,492+10.5% | Added |
| Greystone Financial Group, LLC | 44,330 | $6.18M | 1.84% | −6,805−13.3% | Reduced |
| Bellecapital International Ltd. | 44,318 | $6.18M | 1.89% | +718+1.6% | Added |
| Associated Banc-Corp | 44,302 | $6.17M | 0.24% | −882−2.0% | Reduced |
| Hayek Kallen Investment Management | 44,219 | $6.16M | 2.81% | −111−0.3% | Reduced |
| Cigna Investments Inc | 44,174 | $6.16M | 0.46% | +595+1.4% | Added |
| Whittier Trust Co of Nevada Inc | 44,160 | $6.16M | 0.25% | −365−0.8% | Reduced |
| Homrich & Berg | 44,144 | $6.15M | 0.14% | +3,206+7.8% | Added |
| Eagle Global Advisors LLC | 44,125 | $6.15M | 0.41% | +472+1.1% | Added |
| Northwest Bancshares, Inc. | 43,899 | $6.12M | 1.39% | +699+1.6% | Added |
| Evercore Wealth Management, LLC | 43,830 | $6.11M | 0.11% | −6,509−12.9% | Reduced |
| Sitrin Capital Management LLC | 43,705 | $6.09M | 2.92% | +190.0% | Added |
| OPSEU Pension Plan Trust Fund | 44,321 | $6.08M | 1.54% | +18,972+74.8% | Added |
| Candriam Luxembourg S.C.A. | 43,566 | $6.07M | 0.04% | +26,293+152.2% | Added |
| Community Bank, N.A. | 43,523 | $6.07M | 0.74% | −417−0.9% | Reduced |
| Vectors Research Management, LLC | 43,510 | $6.06M | 1.43% | −710−1.6% | Reduced |
| Brandywine Global Investment Management, LLC | 43,502 | $6.06M | 0.05% | −531−1.2% | Reduced |
| Graypoint LLC | 43,362 | $6.04M | 0.74% | +606+1.4% | Added |
| HNP Capital LLC | 43,342 | $6.04M | 1.51% | −878−2.0% | Reduced |
| Granite Investment Advisors, LLC | 43,272 | $6.03M | 0.98% | −2,849−6.2% | Reduced |
| Constitution Capital LLC | 43,246 | $6.03M | 3.62% | −2,001−4.4% | Reduced |
| NorthCoast Asset Management LLC | 43,160 | $6.03M | 0.22% | +3,736+9.5% | Added |
| First Interstate Bank | 43,015 | $6.00M | 0.61% | +1,403+3.4% | Added |
| Weik Capital Management | 42,665 | $5.95M | 2.46% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 42,660 | $5.95M | 0.76% | +369+0.9% | Added |
| HighPoint Advisor Group LLC | 42,581 | $5.93M | 0.58% | +904+2.2% | Added |
| Bank of the West | 42,324 | $5.90M | 0.62% | −9,225−17.9% | Reduced |
| Mercer Capital Advisers, Inc. | 42,222 | $5.88M | 3.15% | −1,524−3.5% | Reduced |
| Atwater Malick LLC | 42,070 | $5.86M | 3.10% | +1,459+3.6% | Added |
| Covington Investment Advisors Inc. | 42,019 | $5.86M | 1.26% | −105−0.2% | Reduced |
| Allied Investment Advisors, LLC | 42,007 | $5.86M | 2.21% | +192+0.5% | Added |
| Opus Investment Management Inc | 42,000 | $5.85M | 0.90% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 41,888 | $5.84M | 0.41% | +686+1.7% | Added |
| Wedge Capital Management L L P | 41,842 | $5.83M | 0.08% | −158−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 41,834 | $5.83M | 0.46% | +2,407+6.1% | Added |
| Woodstock Corp | 41,763 | $5.82M | 0.68% | +852+2.1% | Added |
| Credit Agricole S A | 41,168 | $5.74M | 0.21% | +29,794+261.9% | Added |
| Family Management Corp | 40,909 | $5.70M | 1.57% | +351+0.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 40,812 | $5.69M | 1.87% | +4,396+12.1% | Added |
| Signaturefd, LLC | 40,662 | $5.67M | 0.20% | −285−0.7% | Reduced |
| Capula Management Ltd | 40,563 | $5.65M | 0.44% | +25,912+176.9% | Added |
| Veritable, L.P. | 40,560 | $5.65M | 0.09% | +407+1.0% | Added |
| IBM Retirement Fund | 40,465 | $5.64M | 0.44% | +68+0.2% | Added |
| Exchange Traded Concepts, LLC | 40,365 | $5.63M | 0.14% | −49,891−55.3% | Reduced |
| Walleye Capital LLC | 40,344 | $5.62M | 0.17% | +3,606+9.8% | Added |
| Cohen Klingenstein LLC | 40,300 | $5.62M | 0.25% | 00.0% | Unchanged |
| King Wealth | 40,294 | $5.62M | 1.15% | −36,388−47.5% | Reduced |
| Ascent Wealth Partners, LLC | 40,270 | $5.61M | 1.08% | −488−1.2% | Reduced |
| Nwi Management LP | 40,000 | $5.58M | 0.52% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $5.58M | 0.76% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 39,931 | $5.57M | 0.45% | −600−1.5% | Reduced |
| TRH Financial, LLC | 39,926 | $5.57M | 2.19% | +8,283+26.2% | Added |
| Foster Victor Wealth Advisors, LLC | 39,799 | $5.55M | 0.89% | +6,671+20.1% | Added |
| Laurel Wealth Advisors LLC | 39,704 | $5.53M | 1.26% | −860−2.1% | Reduced |
| Griffin Asset Management, Inc. | 39,490 | $5.50M | 0.70% | −1,550−3.8% | Reduced |
| Pensionfund DSM Netherlands | 39,300 | $5.48M | 0.70% | +39,300 | New |
| Hendley & Co Inc | 39,202 | $5.46M | 1.91% | −130−0.3% | Reduced |
| Veriti Management LLC | 39,099 | $5.45M | 0.77% | +3,043+8.4% | Added |
| One Capital Management, LLC | 38,906 | $5.42M | 0.45% | +713+1.9% | Added |
| Buckingham Strategic Wealth, LLC | 38,861 | $5.42M | 0.11% | +5,069+15.0% | Added |
| Rice Partnership, LLC | 38,335 | $5.34M | 1.69% | −804−2.1% | Reduced |
| Advanced Asset Management Advisors Inc | 38,234 | $5.33M | 1.14% | −64−0.2% | Reduced |
| Mach-1 Financial Group, Inc. | 38,170 | $5.32M | 4.04% | +3,376+9.7% | Added |
| Wetherby Asset Management Inc | 38,105 | $5.31M | 0.33% | −745−1.9% | Reduced |
| Ally Financial Inc. | 38,000 | $5.30M | 0.52% | 00.0% | Unchanged |