Skip to main content
Livermore
Livermore
ZHEN

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; 4,425 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, Q4 2021

Institutional positions in Walmart Inc. as of Dec 31, 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
2,733
+289 vs. Q3 2021
Shares held
883.3M
+8.81M (+1.0%) vs. Q3 2021
Total value
$127.6B
+$5.59B (+4.6%) vs. Q3 2021
New holders
400
1,122 more added
Sold out
111
901 more reduced

45 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 2,733 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ4 2021: $127.6B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2021.

Institutions holding WMT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BCR Wealth Strategies, LLC1$00.00%+1New
Moser Wealth Advisors, LLC10$1.00K0.00%00.0%Unchanged
Insight Financial Services10$1.00K0.00%+10New
Shore Point Advisors, LLC10$1.00K0.00%+10New
Sandy Cove Advisors, LLC7$1.00K0.00%+7New
Cascade Investment Advisors, Inc.7$1.01K0.00%00.0%Unchanged
USA Financial Portformulas Corp14$2.00K0.00%−10−41.7%Reduced
Deane Retirement Strategies, Inc.12$2.00K0.00%00.0%Unchanged
Albion Financial Group20$3.00K0.00%−990−98.0%Reduced
Advocacy Wealth Management Services, LLC20$3.00K0.00%00.0%Unchanged
Danda Trouve Investment Management, Inc.22$3.00K0.00%00.0%Unchanged
Aquire Wealth Advisors, LLC20$3.00K0.00%+20New
Artemis Wealth Advisors, LLC25$4.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC29$5.00K0.00%00.0%Unchanged
Eukles Asset Management38$5.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC35$5.00K0.00%+35New
PFS Partners, LLC37$5.37K0.00%+37New
Your Advocates Ltd., LLP40$6.00K0.00%00.0%Unchanged
Knuff & Co LLC50$7.00K0.00%−465−90.3%Reduced
Wealthstreet Investment Advisors, LLC50$7.00K0.17%00.0%Unchanged
DB Wealth Management Group, LLC47$7.00K0.00%00.0%Unchanged
RGT Wealth Advisors, LLC50$7.00K0.00%+50New
Cornerstone Management, Inc.50$7.24K0.00%+50New
Investment Research & Advisory Group, Inc.55$8.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC60$9.00K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC61$9.00K0.01%+58+1,933.3%Added
Barnett & Company, Inc.60$9.00K0.01%+60New
HighMark Wealth Management LLC68$10.0K0.01%00.0%Unchanged
Bellwether Advisors, LLC81$11.0K0.00%00.0%Unchanged
Financial Enhancement Group LLC81$12.0K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.90$13.0K0.01%−10−10.0%Reduced
IAG Wealth Partners, LLC94$14.0K0.00%00.0%Unchanged
Tacita Capital Inc100$14.0K0.01%00.0%Unchanged
Curi Capital102$14.0K0.00%+102New
Raleigh Capital Management Inc.100$14.0K0.01%+100New
Baillie Gifford & Co101$15.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC107$15.0K0.00%+57+114.0%Added
Surevest, LLC102$15.0K0.00%+102New
Ford Financial Group, LLC110$15.0K0.01%+110New
Kenfarb & Co.102$15.0K0.01%+102New
McCarthy Grittinger Financial Group, LLC113$16.4K0.01%00.0%Unchanged
Roble, Belko & Company, Inc115$17.0K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)115$17.0K0.01%+115New
NewSquare Capital LLC127$18.0K0.00%+50+64.9%Added
Monolith Advisors127$18.0K0.01%+127New
Steward Financial Group LLC128$18.0K0.02%+128New
Bell Investment Advisors, Inc133$19.0K0.01%+18+15.7%Added
Princeton Global Asset Management LLC133$19.0K0.01%+33+33.0%Added
Activest Wealth Management137$20.0K0.01%−115−45.6%Reduced
Corbenic Partners LLC135$20.0K0.00%+35+35.0%Added
Financial Connections Group, Inc.141$20.0K0.02%+141New
McClarren Financial Advisors, Inc.141$21.0K0.01%+1+0.7%Added
KB Financial Partners, LLC147$21.0K0.01%+147New
Elmwood Wealth Management, Inc.154$22.0K0.01%+154New
IMA Wealth, Inc.156$23.0K0.01%00.0%Unchanged
Pacific Center for Financial Services169$24.0K0.01%00.0%Unchanged
Spectrum Management Group, LLC190$27.0K0.00%−122−39.1%Reduced
Financial Avengers, Inc.186$27.0K0.02%00.0%Unchanged
Sumitomo Mitsui Financial Group, Inc.197$28.0K0.00%−1,483−88.3%Reduced
Investmark Advisory Group LLC200$28.0K0.03%+200New
Operose Advisors LLC200$29.0K0.02%+200New
Gibson Wealth Advisors LLC200$29.0K0.03%+200New
Morton Brown Family Wealth, LLC216$31.0K0.02%+216New
Ogorek Anthony Joseph228$32.0K0.01%00.0%Unchanged
Karlinski Andrew C224$32.0K0.06%+224New
Cedar Wealth Management, LLC226$33.0K0.01%00.0%Unchanged
Lloyd Advisory Services, LLC.232$34.0K0.02%−58−20.0%Reduced
Level Financial Advisors, Inc.240$35.0K0.03%+240New
James Reed Financial Services, Inc.241$35.0K0.03%+241New
Sit Investment Associates Inc250$36.0K0.00%+250New
Macroview Investment Management LLC254$37.0K0.05%−65−20.4%Reduced
Concorde Financial Corp259$37.0K0.02%+259New
HC Financial Advisors Inc300$43.0K0.02%00.0%Unchanged
Lipe & Dalton296$43.0K0.02%+76+34.5%Added
Henrickson Nauta Wealth Advisors, Inc.315$44.0K0.04%+315New
Piscataqua Savings Bank315$46.0K0.04%00.0%Unchanged
Lowe Wealth Advisors, LLC334$48.0K0.02%00.0%Unchanged
Goodwin Investment Advisory331$48.0K0.04%00.0%Unchanged
Tucker Asset Management LLC343$49.1K0.02%−131−27.6%Reduced
HBC Financial Services, PLLC300$50.0K0.03%−21−6.5%Reduced
Rockbridge Investment Management, LCC344$50.0K0.01%+255+286.5%Added
Freedman Financial Associates, Inc.350$51.0K0.03%00.0%Unchanged
Atlantic Trust, LLC373$54.0K0.03%00.0%Unchanged
Coastal Capital Group, Inc.386$56.0K0.01%+1+0.3%Added
Stephenson National Bank & Trust401$58.0K0.03%+308+331.2%Added
United Community Bank414$59.9K0.06%+414New
Halpern Financial, Inc.417$60.3K0.03%−99−19.2%Reduced
Laurel Wealth Planning LLC430$62.0K0.05%00.0%Unchanged
Kelly Financial Services LLC434$62.8K0.03%−263−37.7%Reduced
Andrew Hill Investment Advisors, Inc.441$63.0K0.06%+441New
Raffa Wealth Management, LLC440$63.6K0.02%−39−8.1%Reduced
Rinkey Investments450$64.0K0.06%+450New
SJS Investment Consulting Inc.441$64.0K0.02%+441New
Baldrige Asset Management LLC469$68.0K0.03%−21−4.3%Reduced
Ritter Daniher Financial Advisory, LLC470$68.0K0.05%+320+213.3%Added
Navigation Wealth Management, Inc.478$69.0K0.06%+478New
MBM Wealth Consultants, LLC484$70.0K0.03%+220+83.3%Added
Richwood Investment Advisors, LLC500$72.0K0.06%+500New
Bay Harbor Wealth Management, LLC529$73.0K0.03%+23+4.5%Added
Private Ocean, LLC510$74.0K0.01%−101−16.5%Reduced