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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Canal Insurance CO | 30,000 | $4.18M | 1.42% | +15,000+100.0% | Added |
| JustInvest LLC | 29,988 | $4.18M | 0.38% | +10,554+54.3% | Added |
| Rothschild Investment Corp | 29,906 | $4.17M | 0.35% | −6,969−18.9% | Reduced |
| Carlson Capital L P | 29,900 | $4.17M | 0.22% | −12,800−30.0% | Reduced |
| Mechanics Bank Trust Department | 29,898 | $4.17M | 0.67% | −566−1.9% | Reduced |
| Hixon Zuercher, LLC | 29,873 | $4.16M | 2.43% | +451+1.5% | Added |
| Allstate Corp | 29,846 | $4.16M | 0.17% | −2,999−9.1% | Reduced |
| Integrated Advisors Network LLC | 29,758 | $4.15M | 0.28% | −1,193−3.9% | Reduced |
| Level Four Advisory Services, LLC | 29,632 | $4.13M | 0.43% | −13,769−31.7% | Reduced |
| Quilter Plc | 29,523 | $4.12M | 0.11% | −2,434−7.6% | Reduced |
| Strategic Blueprint, LLC | 29,343 | $4.09M | 0.64% | −16−0.1% | Reduced |
| Annandale Capital, LLC | 29,194 | $4.07M | 2.45% | −2,566−8.1% | Reduced |
| Exeter Financial, LLC | 29,191 | $4.07M | 2.43% | −148−0.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 29,160 | $4.06M | 1.08% | −273−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 29,038 | $4.05M | 0.25% | −12,349−29.8% | Reduced |
| Pensionfund Sabic | 29,000 | $4.04M | 0.85% | +29,000 | New |
| NBT Bank N A | 28,993 | $4.04M | 0.56% | +1,784+6.6% | Added |
| SignalPoint Asset Management, LLC | 28,917 | $4.03M | 1.29% | −364−1.2% | Reduced |
| Berkshire Bank | 28,841 | $4.02M | 0.98% | +365+1.3% | Added |
| GFS Advisors, LLC | 28,758 | $4.01M | 0.87% | +755+2.7% | Added |
| First Manhattan Co | 28,745 | $4.01M | 0.01% | −71−0.2% | Reduced |
| FAI Wealth Management | 28,676 | $4.00M | 3.47% | +104+0.4% | Added |
| Annex Advisory Services, LLC | 28,618 | $3.99M | 0.33% | +612+2.2% | Added |
| Capital Investment Advisors, LLC | 28,626 | $3.99M | 0.13% | +750+2.7% | Added |
| Laffer Tengler Investments | 28,610 | $3.99M | 1.15% | +7,398+34.9% | Added |
| WBI Investments | 29,562 | $3.98M | 0.67% | +1,471+5.2% | Added |
| Walter & Keenan Financial Consulting Co | 28,536 | $3.98M | 1.35% | −120.0% | Reduced |
| Thoroughbred Financial Services, LLC | 28,514 | $3.97M | 0.97% | +1,163+4.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 28,507 | $3.97M | 0.73% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 28,452 | $3.97M | 0.41% | +5,685+25.0% | Added |
| Deseret Mutual Benefit Administrators | 28,340 | $3.95M | 0.73% | +15,697+124.2% | Added |
| Great West Life Assurance Co | 28,110 | $3.94M | 0.01% | −118,388−80.8% | Reduced |
| Estabrook Capital Management | 28,093 | $3.92M | 0.62% | −3,727−11.7% | Reduced |
| Capital City Trust Co | 28,049 | $3.91M | 1.21% | +423+1.5% | Added |
| Venture Visionary Partners LLC | 27,989 | $3.90M | 0.28% | +7,615+37.4% | Added |
| Cutler Group LP | 27,820 | $3.88M | 0.29% | +10,693+62.4% | Added |
| Resources Management Corp | 27,688 | $3.86M | 0.55% | +410+1.5% | Added |
| Windward Capital Management Co | 27,634 | $3.85M | 0.36% | +116+0.4% | Added |
| Pecaut & Co. | 27,560 | $3.84M | 2.29% | −2,905−9.5% | Reduced |
| Gamble Jones Investment Counsel | 27,556 | $3.84M | 0.25% | −75−0.3% | Reduced |
| Strategy Asset Managers LLC | 27,493 | $3.83M | 0.85% | +654+2.4% | Added |
| HYA Advisors, Inc | 27,189 | $3.79M | 1.53% | −255−0.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $3.78M | 2.47% | −600−2.2% | Reduced |
| Koshinski Asset Management, Inc. | 27,086 | $3.78M | 0.33% | +4,424+19.5% | Added |
| New England Research & Management, Inc. | 27,007 | $3.76M | 1.97% | −60−0.2% | Reduced |
| Trexquant Investment LP | 26,914 | $3.75M | 0.30% | +12,159+82.4% | Added |
| BFSG, LLC | 26,904 | $3.75M | 0.57% | −100.0% | Reduced |
| Robbins Farley LLC | 26,890 | $3.75M | 2.76% | +198+0.7% | Added |
| Ar Asset Management Inc | 26,800 | $3.73M | 1.05% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 26,777 | $3.73M | 1.35% | −178−0.7% | Reduced |
| Capital Analysts, LLC | 26,769 | $3.73M | 0.24% | −81−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 26,702 | $3.72M | 0.38% | −16,778−38.6% | Reduced |
| Ameritas Investment Company, LLC | 26,695 | $3.72M | 0.17% | +9,289+53.4% | Added |
| Arrow Financial Corp | 26,642 | $3.71M | 0.48% | +525+2.0% | Added |
| Quest Investment Management LLC | 26,580 | $3.71M | 0.34% | 00.0% | Unchanged |
| Birinyi Associates Inc | 26,550 | $3.70M | 1.24% | +1,000+3.9% | Added |
| Winton Group Ltd | 26,549 | $3.70M | 0.21% | +25,015+1,630.7% | Added |
| United Capital Management of KS, Inc. | 26,511 | $3.69M | 1.51% | +835+3.3% | Added |
| Arkadios Wealth Advisors | 26,460 | $3.69M | 0.53% | +942+3.7% | Added |
| Butensky & Cohen Financial Security, Inc | 26,440 | $3.69M | 1.46% | +352+1.3% | Added |
| Integrated Wealth Concepts LLC | 26,399 | $3.68M | 0.12% | +2,284+9.5% | Added |
| Somerset Trust Co | 26,387 | $3.68M | 1.50% | +1,875+7.6% | Added |
| Ameritas Investment Partners, Inc. | 26,373 | $3.67M | 0.13% | +706+2.8% | Added |
| Mid Atlantic Financial Management Inc | 26,316 | $3.67M | 0.25% | +574+2.2% | Added |
| Raab & Moskowitz Asset Management LLC | 26,309 | $3.67M | 1.32% | +186+0.7% | Added |
| Magellan Asset Management Ltd | 26,254 | $3.66M | 0.01% | +17,058+185.5% | Added |
| Parallel Advisors, LLC | 26,222 | $3.65M | 0.15% | +2,453+10.3% | Added |
| Providence Capital Advisors, LLC | 26,127 | $3.64M | 1.14% | +2,500+10.6% | Added |
| Stratos Wealth Advisors, LLC | 26,060 | $3.63M | 0.31% | +6,218+31.3% | Added |
| Stoneridge Investment Partners LLC | 26,043 | $3.63M | 1.81% | −2,724−9.5% | Reduced |
| HBK Investments L P | 26,023 | $3.63M | 0.05% | +26,023 | New |
| Private Trust Co NA | 25,972 | $3.62M | 0.53% | −136−0.5% | Reduced |
| Acropolis Investment Management, LLC | 26,237 | $3.61M | 0.43% | +226+0.9% | Added |
| Founders Capital Management | 25,871 | $3.61M | 2.47% | −1,749−6.3% | Reduced |
| Texas Yale Capital Corp. | 25,862 | $3.60M | 0.20% | −15−0.1% | Reduced |
| Blue Fin Capital, Inc. | 25,820 | $3.60M | 1.10% | +141+0.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,765 | $3.59M | 0.85% | +125+0.5% | Added |
| Horan Capital Advisors, LLC. | 25,671 | $3.58M | 1.58% | +386+1.5% | Added |
| Lincluden Management Ltd | 25,657 | $3.58M | 0.36% | −2,406−8.6% | Reduced |
| Claret Asset Management Corp | 25,580 | $3.56M | 0.61% | −292−1.1% | Reduced |
| Bank of Hawaii | 25,531 | $3.56M | 0.20% | +215+0.8% | Added |
| Peninsula Asset Management Inc | 25,503 | $3.55M | 1.83% | +1,161+4.8% | Added |
| SRN Advisors, LLC | 25,334 | $3.53M | 1.64% | −1,805−6.7% | Reduced |
| Kingsview Wealth Management, LLC | 25,286 | $3.52M | 0.17% | +1,485+6.2% | Added |
| Jackson Hole Capital Partners, LLC | 25,196 | $3.51M | 1.15% | +237+0.9% | Added |
| KG&L Capital Management,LLC | 25,145 | $3.50M | 1.54% | −797−3.1% | Reduced |
| Inscription Capital, LLC | 25,117 | $3.50M | 1.10% | +17,703+238.8% | Added |
| Asset Dedication, LLC | 25,053 | $3.50M | 0.46% | +624+2.6% | Added |
| Keel Point, LLC | 25,048 | $3.49M | 0.49% | +1,765+7.6% | Added |
| Hall Capital Management Co Inc | 25,008 | $3.49M | 2.23% | +50.0% | Added |
| Bronson Point Management LLC | 25,000 | $3.48M | 1.52% | +25,000 | New |
| Patton Albertson Miller Group, LLC | 24,797 | $3.46M | 0.66% | +821+3.4% | Added |
| Kovack Advisors, Inc. | 24,787 | $3.45M | 0.38% | −256−1.0% | Reduced |
| Capital Advisors Inc | 24,754 | $3.45M | 0.10% | −800−3.1% | Reduced |
| Comerica Securities,inc. | 24,746 | $3.45M | 0.24% | +747+3.1% | Added |
| Harrell Investment Partners, LLC | 24,718 | $3.44M | 1.11% | −4,312−14.9% | Reduced |
| SevenBridge Financial Group, LLC | 24,686 | $3.44M | 1.15% | +207+0.8% | Added |
| Pensionmark Financial Group, LLC | 24,678 | $3.44M | 0.78% | −255−1.0% | Reduced |
| Corient Capital Partners, LLC | 24,588 | $3.43M | 0.25% | +1,362+5.9% | Added |
| Kessler Investment Group, LLC | 24,582 | $3.43M | 2.43% | −1,008−3.9% | Reduced |