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 |
|---|---|---|---|---|---|
| O'Brien Greene & Co. Inc | 37,818 | $5.27M | 1.92% | +907+2.5% | Added |
| Charter Trust Co | 37,708 | $5.26M | 0.49% | −580−1.5% | Reduced |
| Picton Mahoney Asset Management | 37,674 | $5.25M | 0.20% | +2,856+8.2% | Added |
| Alexandria Capital, LLC | 37,537 | $5.23M | 0.48% | +847+2.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 37,536 | $5.23M | 0.33% | −4,200−10.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 37,494 | $5.23M | 0.55% | +1,757+4.9% | Added |
| Eisler Capital (UK) Ltd. | 37,460 | $5.22M | 0.62% | +37,460 | New |
| Redpoint Investment Management Pty Ltd | 37,408 | $5.21M | 0.44% | −405−1.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 37,391 | $5.21M | 0.25% | −2,869−7.1% | Reduced |
| Belpointe Asset Management LLC | 38,160 | $5.19M | 0.35% | +5,179+15.7% | Added |
| Skba Capital Management LLC | 37,200 | $5.18M | 1.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 37,111 | $5.17M | 0.35% | +1,716+4.8% | Added |
| Aptus Capital Advisors, LLC | 37,063 | $5.17M | 0.20% | +4,601+14.2% | Added |
| Greenleaf Trust | 37,011 | $5.16M | 0.06% | +793+2.2% | Added |
| Diversified Trust Co | 36,858 | $5.14M | 0.18% | +145+0.4% | Added |
| CBOE Vest Financial, LLC | 36,831 | $5.13M | 1.56% | +8,003+27.8% | Added |
| 6 Meridian | 36,754 | $5.12M | 0.40% | +2,511+7.3% | Added |
| Busey Wealth Management | 36,664 | $5.11M | 0.21% | +7,277+24.8% | Added |
| Frontier Wealth Management LLC | 36,630 | $5.11M | 0.35% | +1,088+3.1% | Added |
| First Midwest Bank Trust Division | 36,560 | $5.10M | 0.73% | −631−1.7% | Reduced |
| Dividend Assets Capital, LLC | 36,478 | $5.08M | 1.02% | −1,368−3.6% | Reduced |
| Gifford Fong Associates | 36,400 | $5.07M | 0.99% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 36,309 | $5.06M | 0.07% | +357+1.0% | Added |
| Royal Fund Management, LLC | 36,261 | $5.05M | 0.81% | −173−0.5% | Reduced |
| Ossiam | 36,142 | $5.04M | 0.14% | +20,919+137.4% | Added |
| Pavion Blue Capital, LLC | 36,120 | $5.03M | 3.13% | +116+0.3% | Added |
| Csenge Advisory Group | 36,626 | $5.02M | 0.42% | +23,252+173.9% | Added |
| Adell Harriman & Carpenter Inc | 35,981 | $5.02M | 0.52% | −615−1.7% | Reduced |
| Goelzer Investment Management, Inc. | 35,982 | $5.01M | 0.44% | −1,832−4.8% | Reduced |
| Plimoth Trust Co LLC | 35,906 | $5.00M | 1.42% | +1,161+3.3% | Added |
| Toroso Investments, LLC | 35,770 | $4.99M | 0.19% | +9,643+36.9% | Added |
| Cerity Partners LLC | 35,592 | $4.96M | 0.11% | −2,407−6.3% | Reduced |
| Everence Capital Management Inc | 35,430 | $4.94M | 0.41% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 35,416 | $4.94M | 1.43% | +30+0.1% | Added |
| Bahl & Gaynor Inc | 35,289 | $4.92M | 0.03% | −25−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 35,195 | $4.91M | 0.17% | +1,065+3.1% | Added |
| Investment Advisory Services Inc | 35,014 | $4.88M | 2.99% | −160.0% | Reduced |
| Karp Capital Management Corp | 35,013 | $4.88M | 0.69% | +2,183+6.6% | Added |
| LS Investment Advisors, LLC | 34,965 | $4.87M | 0.63% | +31,355+868.6% | Added |
| Chickasaw Capital Management LLC | 34,902 | $4.87M | 0.24% | +2,075+6.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 34,835 | $4.86M | 0.13% | +28,331+435.6% | Added |
| Grassi Investment Management | 34,707 | $4.84M | 0.54% | +30.0% | Added |
| Two Sigma Advisers, LP | 34,600 | $4.82M | 0.01% | −26,200−43.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 34,533 | $4.81M | 0.05% | +1,973+6.1% | Added |
| Twin Capital Management Inc | 34,394 | $4.79M | 0.49% | −6,890−16.7% | Reduced |
| Cinctive Capital Management LP | 34,317 | $4.78M | 0.26% | +22,321+186.1% | Added |
| Riggs Asset Managment Co. Inc. | 34,207 | $4.77M | 1.44% | +1,575+4.8% | Added |
| Lincoln National Corp | 34,159 | $4.76M | 0.10% | −1,625−4.5% | Reduced |
| Meeder Asset Management Inc | 34,090 | $4.75M | 0.25% | +7,494+28.2% | Added |
| Valeo Financial Advisors, LLC | 34,012 | $4.74M | 0.28% | +959+2.9% | Added |
| JGP Wealth Management, LLC | 33,891 | $4.72M | 1.02% | +237+0.7% | Added |
| Cornerstone Wealth Management, LLC | 33,832 | $4.71M | 0.50% | −3,028−8.2% | Reduced |
| Fulton Bank, N.A. | 33,809 | $4.71M | 0.22% | +1,544+4.8% | Added |
| SlateStone Wealth, LLC | 33,542 | $4.67M | 1.07% | +189+0.6% | Added |
| Fundamentun, LLC | 33,519 | $4.67M | 0.81% | +5,617+20.1% | Added |
| Community Bank & Trust, Waco, Texas | 33,407 | $4.66M | 1.51% | +475+1.4% | Added |
| O'Shares Investment Advisers, LLC | 33,293 | $4.64M | 0.34% | −28,999−46.6% | Reduced |
| Bridgecreek Investment Management, LLC | 33,145 | $4.62M | 0.66% | +100+0.3% | Added |
| First American Trust, FSB | 33,082 | $4.61M | 0.70% | +956+3.0% | Added |
| Fragasso Group Inc. | 33,013 | $4.60M | 0.61% | −8,940−21.3% | Reduced |
| Baker Chad R | 33,000 | $4.60M | 1.03% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 32,956 | $4.59M | 0.86% | +482+1.5% | Added |
| V Wealth Advisors LLC | 32,864 | $4.58M | 0.72% | +28+0.1% | Added |
| Wendell David Associates Inc | 32,839 | $4.58M | 0.51% | 00.0% | Unchanged |
| Profund Advisors LLC | 32,666 | $4.55M | 0.15% | −3,814−10.5% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 32,427 | $4.52M | 2.89% | −34−0.1% | Reduced |
| Park Avenue Securities LLC | 32,241 | $4.49M | 0.09% | +830+2.6% | Added |
| Spinnaker Trust | 32,242 | $4.49M | 0.31% | +1,398+4.5% | Added |
| Harbour Investments, Inc. | 32,200 | $4.49M | 0.14% | −6,276−16.3% | Reduced |
| Coldstream Capital Management Inc | 31,897 | $4.46M | 0.22% | −601−1.8% | Reduced |
| Baugh & Associates, LLC | 31,736 | $4.42M | 2.71% | −150.0% | Reduced |
| Horrell Capital Management, Inc. | 31,657 | $4.41M | 1.68% | +100+0.3% | Added |
| Resources Investment Advisors, LLC. | 31,599 | $4.40M | 0.17% | +204+0.6% | Added |
| Murphy Capital Management Inc | 31,565 | $4.40M | 0.51% | −399−1.2% | Reduced |
| Good Life Advisors, LLC | 31,541 | $4.40M | 0.60% | +13,308+73.0% | Added |
| Bridges Investment Management Inc | 31,410 | $4.38M | 0.14% | −3,200−9.2% | Reduced |
| Proficio Capital Partners LLC | 31,334 | $4.37M | 0.57% | +98+0.3% | Added |
| Berger Financial Group, Inc | 31,228 | $4.35M | 0.78% | +176+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 31,220 | $4.35M | 0.04% | +361+1.2% | Added |
| CX Institutional | 31,144 | $4.34M | 0.35% | −108−0.3% | Reduced |
| Asset Planning Services Inc | 31,065 | $4.33M | 2.56% | +425+1.4% | Added |
| Wesleyan Assurance Society | 31,000 | $4.32M | 0.55% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 30,944 | $4.31M | 1.16% | +1,634+5.6% | Added |
| Gamco Investors, Inc. Et Al | 30,765 | $4.29M | 0.04% | −1,365−4.2% | Reduced |
| Keeler Thomas Management LLC | 30,662 | $4.28M | 2.04% | +2,436+8.6% | Added |
| Eagle Capital Management, LLC | 30,589 | $4.26M | 1.16% | −130.0% | Reduced |
| Ingalls & Snyder LLC | 30,496 | $4.25M | 0.20% | −4,005−11.6% | Reduced |
| LVW Advisors, LLC | 30,502 | $4.25M | 0.74% | +602+2.0% | Added |
| Slow Capital, Inc. | 30,482 | $4.25M | 0.78% | +207+0.7% | Added |
| SFMG, LLC | 30,404 | $4.24M | 0.47% | +3,841+14.5% | Added |
| Schmidt P J Investment Management Inc | 28,457 | $4.23M | 0.83% | −107−0.4% | Reduced |
| Mitchell Capital Management Co | 30,366 | $4.23M | 0.95% | +736+2.5% | Added |
| Field & Main Bank | 30,293 | $4.22M | 2.78% | +715+2.4% | Added |
| Glen Eagle Advisors, LLC | 30,289 | $4.22M | 1.22% | +4,003+15.2% | Added |
| Wills Financial Group, Inc. | 30,260 | $4.22M | 1.89% | −1,772−5.5% | Reduced |
| Greenwood Capital Associates LLC | 30,220 | $4.21M | 0.65% | +28,048+1,291.3% | Added |
| Signet Investment Advisory Group, Inc. | 30,168 | $4.21M | 2.65% | +1,320+4.6% | Added |
| Silvant Capital Management LLC | 30,136 | $4.20M | 0.75% | −5,792−16.1% | Reduced |
| XXEC, Inc. | 30,143 | $4.20M | 3.20% | −2,300−7.1% | Reduced |
| Proequities, Inc. | 30,131 | $4.20M | 0.26% | +3,238+12.0% | Added |