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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 5,624 | $814.0K | 0.04% | −1,825−24.5% | Reduced |
| Donaldson Capital Management, LLC | 5,631 | $815.0K | 0.04% | +1,574+38.8% | Added |
| Archetype Wealth Partners | 5,667 | $820.0K | 0.25% | +171+3.1% | Added |
| Financial Advisory Group | 5,679 | $822.0K | 0.16% | +19+0.3% | Added |
| Wealth Alliance | 5,695 | $824.0K | 0.17% | +1,957+52.4% | Added |
| Solstein Capital, LLC | 5,692 | $824.0K | 0.50% | +4,351+324.5% | Added |
| Old Mission Investment Co LLC | 5,702 | $825.0K | 0.30% | −108−1.9% | Reduced |
| GYL Financial Synergies, LLC | 5,704 | $826.0K | 0.22% | −36−0.6% | Reduced |
| Noesis Capital Mangement Corp | 5,711 | $826.0K | 0.17% | +396+7.5% | Added |
| IMS Capital Management | 5,749 | $832.0K | 0.43% | +1,000+21.1% | Added |
| Red Wave Investments LLC | 5,781 | $836.0K | 0.29% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 5,782 | $837.0K | 0.32% | −18,438−76.1% | Reduced |
| Kore Private Wealth LLC | 5,783 | $837.0K | 0.10% | −169−2.8% | Reduced |
| Summit Financial Group Inc | 5,788 | $837.0K | 0.27% | +100+1.8% | Added |
| Long Run Wealth Advisors, LLC | 5,806 | $838.0K | 0.29% | +5,806 | New |
| Brewin Dolphin Wealth Management Ltd | 5,798 | $839.0K | 0.09% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,810 | $840.0K | 0.09% | −356−5.8% | Reduced |
| Clearview Wealth Advisors LLC | 5,806 | $840.0K | 0.51% | −327−5.3% | Reduced |
| Financial Architects, Inc | 5,824 | $843.0K | 0.11% | −134−2.2% | Reduced |
| Lokken Investment Group LLC | 5,829 | $843.0K | 0.60% | +126+2.2% | Added |
| Retirement Planning Group | 5,826 | $843.0K | 0.08% | +1,034+21.6% | Added |
| Lake Street Financial LLC | 5,834 | $844.0K | 0.15% | +1,641+39.1% | Added |
| Enhancing Capital LLC | 5,846 | $846.0K | 0.92% | +5,846 | New |
| BEAM Asset Management, LLC | 5,853 | $847.0K | 0.97% | −489−7.7% | Reduced |
| Wealthspan Partners, LLC | 5,859 | $848.0K | 0.75% | +5,859 | New |
| Cornerstone Advisory, LLC | 5,866 | $849.0K | 0.12% | −515−8.1% | Reduced |
| Grace Capital | 5,870 | $849.0K | 0.50% | −43−0.7% | Reduced |
| Elgethun Capital Management | 5,913 | $850.0K | 0.30% | +430+7.8% | Added |
| Vantage Consulting Group Inc | 5,875 | $850.0K | 0.23% | +558+10.5% | Added |
| Syntax Advisors, LLC | 5,875 | $850.0K | 0.63% | +5,875 | New |
| MJP Associates Inc | 5,887 | $851.0K | 0.26% | −497−7.8% | Reduced |
| Arnhold LLC | 5,888 | $852.0K | 0.10% | −83−1.4% | Reduced |
| Collective Family Office LLC | 5,887 | $852.0K | 0.34% | +825+16.3% | Added |
| Warren Averett Asset Management, LLC | 6,310 | $853.0K | 0.07% | −539−7.9% | Reduced |
| G&S Capital LLC | 5,897 | $853.0K | 0.43% | −597−9.2% | Reduced |
| REDW Wealth LLC | 5,913 | $856.0K | 0.25% | −352−5.6% | Reduced |
| TCI Wealth Advisors, Inc. | 5,921 | $857.0K | 0.13% | −303−4.9% | Reduced |
| Great Diamond Partners, LLC | 5,947 | $860.0K | 0.22% | −670−10.1% | Reduced |
| Exencial Wealth Advisors, LLC | 5,946 | $860.0K | 0.04% | +1,640+38.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,947 | $861.0K | 0.21% | +342+6.1% | Added |
| LexAurum Advisors, LLC | 5,955 | $862.0K | 0.28% | −1,721−22.4% | Reduced |
| Chesapeake Wealth Management | 5,953 | $862.0K | 0.29% | −600−9.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,960 | $862.0K | 0.06% | +190+3.3% | Added |
| Valley National Advisers Inc | 5,985 | $866.0K | 0.16% | −697−10.4% | Reduced |
| West Michigan Advisors, LLC | 5,984 | $866.0K | 0.65% | +5,984 | New |
| Compass Financial Advisors LLC | 5,988 | $866.0K | 0.95% | +5,988 | New |
| Patriot Investment Management Inc. | 5,998 | $867.0K | 0.07% | −385−6.0% | Reduced |
| Missouri Trust & Investment Co | 5,993 | $867.0K | 0.50% | +5,993 | New |
| Murphy Pohlad Asset Management LLC | 6,000 | $868.0K | 0.34% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,029 | $872.0K | 0.15% | −124−2.0% | Reduced |
| Professional Financial Advisors, LLC | 6,046 | $875.0K | 0.38% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,044 | $875.0K | 0.05% | +1,887+45.4% | Added |
| Penobscot Investment Management Company, Inc. | 6,070 | $878.0K | 0.12% | −1,420−19.0% | Reduced |
| Cozad Asset Management Inc | 6,067 | $878.0K | 0.12% | −530−8.0% | Reduced |
| West Chester Capital Advisors, Inc | 6,065 | $878.0K | 0.60% | +4+0.1% | Added |
| Colton Groome Financial Advisors, LLC | 6,069 | $878.0K | 0.36% | +88+1.5% | Added |
| Carmichael Hill & Associates, Inc. | 6,090 | $881.0K | 0.45% | −150−2.4% | Reduced |
| Atlas Capital Advisors LLC | 6,101 | $882.8K | 0.13% | −1,966−24.4% | Reduced |
| Compagnie Lombard Odier SCmA | 6,163 | $892.0K | 0.02% | −425−6.5% | Reduced |
| WNY Asset Management, LLC | 6,175 | $892.0K | 0.27% | −221−3.5% | Reduced |
| Joel Isaacson & Co., LLC | 6,175 | $893.0K | 0.06% | +188+3.1% | Added |
| Arkansas Financial Group, Inc. | 6,193 | $896.0K | 0.18% | −491−7.3% | Reduced |
| Sofos Investments, Inc. | 5,528 | $897.0K | 0.07% | +1,916+53.0% | Added |
| TD Ameritrade Investment Management, LLC | 6,204 | $898.0K | 0.01% | −2,065−25.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,204 | $898.0K | 0.05% | −119−1.9% | Reduced |
| Merriman Wealth Management, LLC | 6,224 | $900.0K | 0.07% | +170+2.8% | Added |
| Fort Point Capital Partners LLC | 6,220 | $900.0K | 0.13% | +1,312+26.7% | Added |
| Foster Group, Inc. | 6,228 | $901.0K | 0.08% | −97−1.5% | Reduced |
| Colonial River Wealth Management, LLC | 6,227 | $901.0K | 0.49% | +6,227 | New |
| Laraway Financial Inc | 6,230 | $901.0K | 0.80% | +6,230 | New |
| Founders Financial Alliance, LLC | 6,231 | $902.0K | 0.36% | −282−4.3% | Reduced |
| Sage Mountain Advisors LLC | 6,238 | $903.0K | 0.11% | +263+4.4% | Added |
| Newbridge Financial Services Group, Inc. | 6,245 | $904.0K | 0.43% | +4,710+306.8% | Added |
| Compton Capital Management Inc | 6,266 | $907.0K | 0.24% | +500+8.7% | Added |
| Beaton Management Co. Inc. | 6,275 | $908.0K | 0.54% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 6,285 | $909.0K | 0.10% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 6,280 | $909.0K | 0.13% | +924+17.3% | Added |
| Tectonic Advisors LLC | 6,292 | $910.0K | 0.16% | +295+4.9% | Added |
| Papp L Roy & Associates | 6,306 | $912.0K | 0.10% | −400−6.0% | Reduced |
| Triton Wealth Management, PLLC | 6,443 | $913.0K | 0.47% | −361−5.3% | Reduced |
| Mosaic Family Wealth, LLC | 6,333 | $916.0K | 0.24% | +30+0.5% | Added |
| St. Louis Trust Co | 6,344 | $918.0K | 0.19% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 6,346 | $918.0K | 0.04% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 6,353 | $919.0K | 0.34% | −8−0.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 6,351 | $919.0K | 0.18% | +67+1.1% | Added |
| Wellington Shields Capital Management, LLC | 6,350 | $919.0K | 0.12% | +3,000+89.6% | Added |
| Perennial Investment Advisors, LLC | 6,364 | $921.0K | 0.29% | −55−0.9% | Reduced |
| Pathstone Family Office, LLC | 6,344 | $921.0K | 0.02% | −63−1.0% | Reduced |
| Bowman & Co S.C. | 6,371 | $924.0K | 0.71% | +6,371 | New |
| Mark Sheptoff Financial Planning, LLC | 6,402 | $926.0K | 0.44% | −565−8.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,427 | $930.0K | 0.41% | −300−4.5% | Reduced |
| Oxbow Advisors, LLC | 6,441 | $932.0K | 0.09% | +198+3.2% | Added |
| 55I, LLC | 6,446 | $933.0K | 0.02% | +631+10.9% | Added |
| Perpetual Investment Management Ltd | 6,452 | $934.0K | 0.11% | −13,300−67.3% | Reduced |
| Certified Advisory Corp | 6,467 | $936.0K | 0.21% | −370−5.4% | Reduced |
| Somerville Kurt F | 6,480 | $937.0K | 0.13% | −750−10.4% | Reduced |
| Day & Ennis, LLC | 6,478 | $937.0K | 0.31% | +6+0.1% | Added |
| Summit Financial Wealth Advisors, LLC | 6,620 | $940.0K | 0.18% | +55+0.8% | Added |
| Holderness Investments Co | 6,494 | $940.0K | 0.28% | +157+2.5% | Added |
| Boston Family Office LLC | 6,503 | $941.0K | 0.06% | +69+1.1% | Added |