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, 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
- +288 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
- 112
- 901 more reduced
44 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integral Investment Advisors, Inc. | 4,736 | $685.0K | 0.49% | +4,736 | New |
| Austin Private Wealth, LLC | 4,740 | $686.0K | 0.14% | +112+2.4% | Added |
| Wealth Effects LLC | 4,741 | $686.0K | 0.28% | +4,741 | New |
| Camden National Bank | 4,751 | $687.0K | 0.12% | +150+3.3% | Added |
| W Advisors, LLC | 4,755 | $688.0K | 0.51% | +4,755 | New |
| JFS Wealth Advisors, LLC | 4,772 | $690.0K | 0.07% | +567+13.5% | Added |
| Norwood Financial Corp | 4,775 | $691.0K | 0.96% | +4,775 | New |
| Gleason Group, Inc. | 4,799 | $694.0K | 0.23% | −75−1.5% | Reduced |
| High Falls Advisors, Inc | 4,818 | $697.0K | 0.18% | +121+2.6% | Added |
| Crestwood Advisors Group LLC | 4,829 | $699.0K | 0.02% | +400+9.0% | Added |
| Investors Research Corp | 4,854 | $702.0K | 0.21% | +8+0.2% | Added |
| Pallas Capital Advisors LLC | 5,020 | $704.0K | 0.09% | +35+0.7% | Added |
| Regent Peak Wealth Advisors LLC | 4,897 | $709.0K | 0.19% | +99+2.1% | Added |
| Axiom Financial Strategies, LLC | 4,897 | $709.0K | 0.32% | +150+3.2% | Added |
| Annapolis Financial Services, LLC | 4,909 | $710.0K | 0.22% | +21+0.4% | Added |
| Merit Financial Group, LLC | 4,938 | $714.0K | 0.07% | −198−3.9% | Reduced |
| Johnson Midwest Financial, LLC | 4,945 | $716.0K | 0.54% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,974 | $720.0K | 0.05% | −773−13.5% | Reduced |
| Kelman-Lazarov, Inc. | 4,975 | $720.0K | 0.23% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 4,991 | $722.0K | 0.19% | +452+10.0% | Added |
| Financial Partners Group, Inc | 5,170 | $723.0K | 0.16% | −374−6.7% | Reduced |
| Sanders Morris Harris LLC | 5,008 | $724.0K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,028 | $728.0K | 0.31% | +5,028 | New |
| CRA Financial Services, LLC | 5,054 | $731.0K | 0.22% | −102−2.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,055 | $731.0K | 0.31% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,051 | $731.0K | 0.14% | +2,013+66.3% | Added |
| Sheets Smith Wealth Management | 5,068 | $733.0K | 0.09% | −137−2.6% | Reduced |
| Accurate Wealth Management, LLC | 5,157 | $733.0K | 0.60% | +41+0.8% | Added |
| XML Financial, LLC | 5,064 | $733.0K | 0.09% | +35+0.7% | Added |
| Cahaba Wealth Management, Inc. | 5,066 | $733.0K | 0.10% | +240+5.0% | Added |
| Proquility Private Wealth Partners, LLC | 5,394 | $734.0K | 0.26% | −959−15.1% | Reduced |
| Curbstone Financial Management Corp | 5,070 | $734.0K | 0.13% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,086 | $736.0K | 0.11% | +1,675+49.1% | Added |
| Denali Advisors LLC | 5,100 | $738.0K | 0.28% | −100−1.9% | Reduced |
| Tealwood Asset Management Inc | 5,115 | $740.0K | 0.30% | −37−0.7% | Reduced |
| DF Dent & Co Inc | 5,117 | $740.0K | 0.01% | +146+2.9% | Added |
| Marcum Wealth, LLC | 5,128 | $742.0K | 0.10% | −225−4.2% | Reduced |
| Veracity Capital LLC | 5,130 | $742.0K | 0.30% | −149−2.8% | Reduced |
| DeDora Capital, Inc. | 5,133 | $743.0K | 0.56% | −142−2.7% | Reduced |
| Aspireon Wealth Advisors | 5,140 | $744.0K | 0.36% | +230+4.7% | Added |
| Mairs & Power Inc | 5,151 | $745.0K | 0.01% | −100−1.9% | Reduced |
| Hills Bank & Trust Co | 5,161 | $746.0K | 0.10% | −75−1.4% | Reduced |
| Truehand, Inc | 5,160 | $747.0K | 0.44% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,161 | $747.0K | 0.18% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 5,163 | $747.0K | 0.37% | +19+0.4% | Added |
| Keebeck Alpha, LP | 5,165 | $747.0K | 0.27% | +1,589+44.4% | Added |
| Chicago Partners Investment Group LLC | 5,589 | $749.0K | 0.05% | −47−0.8% | Reduced |
| Tributary Capital Management, LLC | 5,190 | $751.0K | 0.06% | −100−1.9% | Reduced |
| Verdence Capital Advisors LLC | 5,194 | $752.0K | 0.09% | −65−1.2% | Reduced |
| blooom, inc. | 5,284 | $753.0K | 0.57% | −216−3.9% | Reduced |
| Sterneck Capital Management, LLC | 5,205 | $753.0K | 0.45% | −225−4.1% | Reduced |
| ACG Wealth | 5,212 | $754.0K | 0.11% | −813−13.5% | Reduced |
| Benin Management CORP | 5,216 | $755.0K | 0.23% | −500−8.7% | Reduced |
| Security Financial Services, INC. | 5,217 | $755.0K | 0.25% | +5,217 | New |
| Ambassador Advisors, LLC | 5,231 | $757.0K | 0.14% | −330−5.9% | Reduced |
| Carlson Capital Management | 5,251 | $760.0K | 0.07% | +48+0.9% | Added |
| Sterling Investment Counsel, LLC | 5,257 | $761.0K | 0.52% | +5,257 | New |
| Etfidea, LLC | 5,273 | $763.0K | 0.31% | +5,273 | New |
| Boston Trust Walden Corp | 5,286 | $765.0K | 0.01% | +275+5.5% | Added |
| Souders Financial Advisors | 5,289 | $765.0K | 0.22% | +405+8.3% | Added |
| Prescott Group Capital Management, L.L.C. | 5,294 | $766.0K | 0.17% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,303 | $767.0K | 0.05% | −20.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,322 | $770.0K | 0.49% | −580−9.8% | Reduced |
| TD Capital Management LLC | 5,330 | $771.0K | 0.09% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,382 | $778.0K | 0.09% | −1,141−17.5% | Reduced |
| FinTrust Capital Advisors, LLC | 5,374 | $778.0K | 0.19% | −983−15.5% | Reduced |
| Windsor Group LTD | 5,477 | $778.0K | 0.14% | −47−0.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,377 | $778.0K | 0.45% | +5,377 | New |
| First American Trust, FSB | 5,399 | $781.0K | 0.11% | −27,683−83.7% | Reduced |
| Ferris Capital, LLC | 5,396 | $781.0K | 0.17% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 5,400 | $781.0K | 0.43% | +123+2.3% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,397 | $781.0K | 0.14% | +1,775+49.0% | Added |
| Brown Advisory Securities, LLC | 5,416 | $782.0K | 0.33% | +89+1.7% | Added |
| Legacy Financial Advisors, Inc. | 5,409 | $783.0K | 0.18% | +16+0.3% | Added |
| Old North State Trust, LLC | 5,432 | $786.0K | 0.56% | +412+8.2% | Added |
| Lindbrook Capital, LLC | 5,438 | $787.0K | 0.12% | +3,494+179.7% | Added |
| Nova R Wealth, Inc. | 5,437 | $787.0K | 0.64% | +5,437 | New |
| Sunburst Financial Group, LLC | 5,444 | $788.0K | 0.40% | +220+4.2% | Added |
| NorthRock Partners, LLC | 5,465 | $791.0K | 0.06% | +1,361+33.2% | Added |
| Gould Asset Management LLC | 5,498 | $796.0K | 0.22% | +155+2.9% | Added |
| Bridgeworth, LLC | 5,525 | $799.0K | 0.18% | 00.0% | Unchanged |
| Manteio Capital LLC | 5,529 | $800.0K | 1.03% | +5,529 | New |
| Intersect Capital LLC | 5,534 | $801.0K | 0.15% | −3,369−37.8% | Reduced |
| Wealth Management Associates, Inc. | 5,539 | $801.4K | 0.43% | +608+12.3% | Added |
| F3Logic, LLC | 5,574 | $803.0K | 0.09% | −339−5.7% | Reduced |
| Naviter Wealth, LLC | 5,530 | $803.0K | 0.24% | +5,530 | New |
| City State Bank | 5,549 | $803.0K | 0.49% | +5,549 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5,562 | $805.0K | 0.15% | −3,160−36.2% | Reduced |
| Kingfisher Capital LLC | 5,571 | $806.0K | 0.19% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,570 | $806.0K | 0.41% | +210+3.9% | Added |
| Barings LLC | 5,570 | $806.0K | 0.02% | +1,323+31.2% | Added |
| Eqis Capital Management, Inc. | 5,581 | $808.0K | 0.06% | −1,275−18.6% | Reduced |
| TKG Advisors, LLC | 5,590 | $809.0K | 0.64% | +5,590 | New |
| National Wealth Management Group, LLC | 5,602 | $810.6K | 0.76% | +5,602 | New |
| Waterfront Wealth Inc. | 5,606 | $811.0K | 0.32% | +15+0.3% | Added |
| Callan Capital, LLC | 5,606 | $811.0K | 0.12% | +961+20.7% | Added |
| Gordian Capital Singapore Pte Ltd | 5,600 | $811.0K | 0.65% | +5,600 | New |
| apricus wealth, LLC | 5,613 | $812.0K | 0.72% | +5,613 | New |
| Helen Stephens Group, LLC | 5,618 | $813.0K | 0.65% | +5,618 | New |
| Bill Few Associates, Inc. | 5,621 | $813.0K | 0.42% | +5,621 | New |