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 |
|---|---|---|---|---|---|
| Barr E S & Co | 6,515 | $943.0K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,522 | $944.0K | 0.18% | +284+4.6% | Added |
| Highland Capital Management, LLC | 6,555 | $948.0K | 0.05% | +40+0.6% | Added |
| Evernest Financial Advisors, LLC | 5,608 | $949.4K | 0.49% | +5,608 | New |
| Global Financial Private Client, LLC | 6,568 | $950.4K | 0.46% | −44−0.7% | Reduced |
| Estate Counselors, LLC | 6,592 | $953.0K | 0.12% | +6,592 | New |
| Phoenix Wealth Advisors | 6,598 | $955.0K | 0.72% | +1,666+33.8% | Added |
| SkyView Investment Advisors, LLC | 6,611 | $956.0K | 0.21% | +40+0.6% | Added |
| Evergreen Capital Management LLC | 6,621 | $958.0K | 0.04% | −578−8.0% | Reduced |
| PSI Advisors, LLC | 6,640 | $961.0K | 0.39% | +272+4.3% | Added |
| Strategic Investment Advisors | 6,639 | $961.0K | 0.19% | +556+9.1% | Added |
| Adams Chetwood Wealth Management LLC | 6,677 | $966.0K | 0.66% | +900+15.6% | Added |
| Valley Brook Capital Group | 6,690 | $967.0K | 0.83% | +910+15.7% | Added |
| Hurlow Wealth Management Group, Inc. | 6,927 | $973.0K | 0.76% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 6,735 | $974.0K | 0.03% | +2,100+45.3% | Added |
| Eidelman Virant Capital | 6,745 | $977.0K | 0.36% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 6,762 | $978.0K | 0.24% | +12+0.2% | Added |
| KMG Fiduciary Partners, LLC | 6,762 | $978.0K | 0.15% | +296+4.6% | Added |
| Byrne Asset Management LLC | 6,826 | $988.0K | 0.64% | +6,826 | New |
| Rafferty Asset Management, LLC | 6,844 | $990.0K | 0.01% | +284+4.3% | Added |
| Eudaimonia Advisors LLC | 6,845 | $990.0K | 0.58% | +6,845 | New |
| Castle Rock Wealth Management, LLC | 7,069 | $991.0K | 0.40% | +5+0.1% | Added |
| Proffitt & Goodson Inc | 6,866 | $993.0K | 0.17% | −40−0.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,877 | $995.0K | 0.26% | −268−3.8% | Reduced |
| Horizon Wealth Management, LLC | 6,884 | $996.0K | 0.29% | +6,884 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,896 | $997.0K | 0.08% | +1,367+24.7% | Added |
| Towerpoint Wealth, LLC | 6,906 | $999.0K | 0.47% | 00.0% | Unchanged |
| Sky Investment Group LLC | 6,911 | $1.00M | 0.20% | −85−1.2% | Reduced |
| Claraphi Advisory Network, LLC | 6,914 | $1.00M | 0.35% | −43−0.6% | Reduced |
| PFG Advisors | 6,918 | $1.00M | 0.10% | −15−0.2% | Reduced |
| Southern Capital Advisors, LLC | 6,924 | $1.00M | 0.62% | +6,924 | New |
| DT Investment Partners, LLC | 6,929 | $1.00M | 0.13% | −345−4.7% | Reduced |
| Polar Asset Management Partners Inc. | 6,935 | $1.00M | 0.01% | +3,256+88.5% | Added |
| Courier Capital LLC | 6,943 | $1.00M | 0.09% | −1,904−21.5% | Reduced |
| Icapital Wealth LLC | 6,945 | $1.00M | 0.39% | +6,945 | New |
| Intellectus Partners, LLC | 6,937 | $1.01M | 0.26% | −200−2.8% | Reduced |
| Landmark Financial Advisors, LLC | 6,970 | $1.01M | 0.45% | +466+7.2% | Added |
| Liberty Capital Management, Inc. | 6,988 | $1.01M | 0.27% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6,988 | $1.01M | 0.17% | +2,298+49.0% | Added |
| Credit Capital Investments LLC | 7,000 | $1.01M | 0.98% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 7,011 | $1.01M | 0.14% | +4+0.1% | Added |
| Oak Family Advisors, LLC | 7,016 | $1.01M | 0.49% | +743+11.8% | Added |
| Abacus Planning Group, Inc. | 7,026 | $1.02M | 0.27% | −160−2.2% | Reduced |
| Catalyst Capital Advisors LLC | 7,062 | $1.02M | 0.05% | +780+12.4% | Added |
| Pin Oak Investment Advisors Inc | 7,071 | $1.02M | 1.04% | +55+0.8% | Added |
| Wilson & Boucher Capital Management, LLC | 7,072 | $1.02M | 0.92% | +7,072 | New |
| Focused Wealth Management, Inc | 7,093 | $1.03M | 0.16% | −977−12.1% | Reduced |
| Lincoln Capital LLC | 7,089 | $1.03M | 0.25% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 7,090 | $1.03M | 0.38% | +1,670+30.8% | Added |
| High Net Worth Advisory Group LLC | 7,092 | $1.03M | 0.36% | +7,092 | New |
| Insight Advisors, LLC | 7,125 | $1.03M | 0.30% | +1,470+26.0% | Added |
| Biltmore Family Office, LLC | 7,127 | $1.03M | 0.20% | −180−2.5% | Reduced |
| Aureus Asset Management, LLC | 7,154 | $1.03M | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 7,174 | $1.04M | 0.50% | +13+0.2% | Added |
| Bluestein R H & Co | 7,173 | $1.04M | 0.04% | +2,875+66.9% | Added |
| Atlas Brown,Inc. | 7,185 | $1.04M | 0.40% | +9+0.1% | Added |
| Cannell Peter B & Co Inc | 7,200 | $1.04M | 0.03% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 7,219 | $1.04M | 0.63% | −148−2.0% | Reduced |
| Brighton Jones LLC | 7,230 | $1.05M | 0.05% | +236+3.4% | Added |
| Inlet Private Wealth, LLC | 7,250 | $1.05M | 0.25% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,263 | $1.05M | 0.11% | −112−1.5% | Reduced |
| Canvas Wealth Advisors, LLC | 7,262 | $1.05M | 0.38% | +1,835+33.8% | Added |
| Disciplined Investments, LLC | 7,278 | $1.05M | 0.47% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,298 | $1.06M | 0.10% | +7,298 | New |
| GPS Wealth Strategies Group, LLC | 7,304 | $1.06M | 0.23% | −414−5.4% | Reduced |
| Strategic Advisors LLC | 7,316 | $1.06M | 0.15% | −166−2.2% | Reduced |
| Delta Investment Management, LLC | 7,310 | $1.06M | 0.30% | +28+0.4% | Added |
| KC Investment Advisors, LLC | 7,313 | $1.06M | 0.71% | +412+6.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,321 | $1.06M | 0.07% | +7,321 | New |
| Huber Capital Management LLC | 7,327 | $1.06M | 0.28% | −6,728−47.9% | Reduced |
| Renaissance Group LLC | 7,350 | $1.06M | 0.04% | +493+7.2% | Added |
| Narwhal Capital Management | 7,356 | $1.06M | 0.12% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7,362 | $1.06M | 0.25% | +176+2.4% | Added |
| S.C. Financial Services, Inc. | 7,325 | $1.07M | 1.23% | +7,325 | New |
| Darwin Advisors, LLC | 7,567 | $1.07M | 0.17% | +5,155+213.7% | Added |
| Whalerock Point Partners, LLC | 7,397 | $1.07M | 0.37% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 7,404 | $1.07M | 0.42% | −60−0.8% | Reduced |
| Intrua Financial, LLC | 7,413 | $1.07M | 0.19% | −664−8.2% | Reduced |
| Baker Ellis Asset Management LLC | 7,419 | $1.07M | 0.19% | +100+1.4% | Added |
| TLWM | 7,419 | $1.07M | 0.36% | +188+2.6% | Added |
| Woodward Diversified Capital, LLC | 7,419 | $1.07M | 0.63% | +1,201+19.3% | Added |
| Kanawha Capital Management LLC | 7,423 | $1.07M | 0.09% | +2,940+65.6% | Added |
| Oxinas Partners Wealth Management LLC | 7,465 | $1.08M | 0.62% | +751+11.2% | Added |
| Golden State Equity Partners | 7,484 | $1.08M | 0.55% | −9,940−57.0% | Reduced |
| Icon Wealth Partners, LLC | 7,482 | $1.08M | 0.11% | 00.0% | Unchanged |
| Ballast, Inc. | 7,487 | $1.08M | 0.42% | +274+3.8% | Added |
| Farmers National Bank | 7,504 | $1.09M | 0.36% | −520−6.5% | Reduced |
| WealthShield Partners, LLC | 7,503 | $1.09M | 0.18% | +1,579+26.7% | Added |
| Institute for Wealth Management, LLC. | 7,516 | $1.09M | 0.18% | +4+0.1% | Added |
| Platform Technology Partners | 7,545 | $1.09M | 0.48% | +56+0.7% | Added |
| MKT Advisors LLC | 8,047 | $1.09M | 0.86% | +8,047 | New |
| Vahanian & Associates Financial Planning Inc. | 7,566 | $1.09M | 0.88% | +7,566 | New |
| Advisor Resource Council | 7,580 | $1.10M | 0.09% | +7,580 | New |
| Calton & Associates, Inc. | 7,684 | $1.11M | 0.30% | −511−6.2% | Reduced |
| Gray Wealth Management Inc. | 7,688 | $1.11M | 0.55% | −473−5.8% | Reduced |
| Two Sigma Advisers, LP | 7,700 | $1.11M | 0.00% | −26,900−77.7% | Reduced |
| Bar Harbor Trust Services | 7,750 | $1.12M | 0.30% | +1,605+26.1% | Added |
| First Foundation Advisors | 7,776 | $1.13M | 0.04% | +815+11.7% | Added |
| 626 Financial, LLC | 7,772 | $1.13M | 0.69% | +7,772 | New |
| First Community Trust NA | 7,780 | $1.13M | 0.93% | +7,780 | New |