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 |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | 7,797 | $1.13M | 0.91% | +7,797 | New |
| Home Federal Bank of Tennessee | 7,802 | $1.13M | 0.37% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 7,824 | $1.13M | 0.21% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 7,828 | $1.13M | 0.46% | +1,361+21.0% | Added |
| Meadow Creek Wealth Advisors LLC | 7,835 | $1.13M | 1.07% | +7,835 | New |
| Ancora Advisors, LLC | 7,846 | $1.14M | 0.03% | −190−2.4% | Reduced |
| Evanson Asset Management, LLC | 7,865 | $1.14M | 0.10% | −131−1.6% | Reduced |
| Fieldpoint Private Securities, LLC | 7,862 | $1.14M | 0.22% | +1,412+21.9% | Added |
| Charles Schwab Trust Co | 7,871 | $1.14M | 0.18% | +1,442+22.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,882 | $1.14M | 0.06% | +10+0.1% | Added |
| PBMares Wealth Management LLC | 7,885 | $1.14M | 0.48% | +184+2.4% | Added |
| Hollencrest Capital Management | 7,896 | $1.14M | 0.09% | +900+12.9% | Added |
| Ritholtz Wealth Management | 7,897 | $1.14M | 0.07% | −329−4.0% | Reduced |
| Virtue Capital Management, LLC | 7,918 | $1.15M | 0.17% | +117+1.5% | Added |
| American State Bank (Iowa) | 7,922 | $1.15M | 0.79% | +366+4.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 7,930 | $1.15M | 0.39% | −75−0.9% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 7,937 | $1.15M | 1.07% | +102+1.3% | Added |
| Kesler, Norman & Wride, LLC | 7,949 | $1.15M | 0.24% | +500+6.7% | Added |
| Am Investment Strategies LLC | 8,004 | $1.16M | 0.28% | +742+10.2% | Added |
| Dixon Hubard Feinour & Brown Inc | 8,002 | $1.16M | 0.11% | +1,893+31.0% | Added |
| Beaumont Asset Management, L.L.C. | 8,012 | $1.16M | 0.77% | +495+6.6% | Added |
| Enterprise Financial Services Corp | 8,025 | $1.16M | 0.18% | −7,181−47.2% | Reduced |
| 44 Wealth Management LLC | 8,025 | $1.16M | 0.40% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 8,042 | $1.16M | 0.63% | +915+12.8% | Added |
| Claro Advisors LLC | 8,051 | $1.17M | 0.42% | +575+7.7% | Added |
| Dillon & Associates Inc | 8,045 | $1.17M | 0.20% | −145−1.8% | Reduced |
| CVA Family Office, LLC | 8,071 | $1.17M | 0.29% | +2,354+41.2% | Added |
| Eagle Rock Investment Company, LLC | 8,080 | $1.17M | 0.22% | +8,080 | New |
| YorkBridge Wealth Partners, LLC | 8,125 | $1.18M | 0.26% | +125+1.6% | Added |
| Ami Investment Management Inc | 8,137 | $1.18M | 0.49% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,146 | $1.18M | 0.13% | +415+5.4% | Added |
| Patten Group, Inc. | 8,155 | $1.18M | 0.31% | +259+3.3% | Added |
| Paradigm Asset Management Co LLC | 8,162 | $1.18M | 0.30% | +562+7.4% | Added |
| Altfest L J & Co Inc | 8,192 | $1.19M | 0.23% | −399−4.6% | Reduced |
| Aberdeen Wealth Management LLC | 8,201 | $1.19M | 0.77% | −700−7.9% | Reduced |
| Sentinel Pension Advisors Inc | 8,221 | $1.19M | 0.37% | +2,550+45.0% | Added |
| Wealthsource Partners, LLC | 8,248 | $1.19M | 0.10% | −196−2.3% | Reduced |
| Americana Partners, LLC | 8,252 | $1.19M | 0.22% | +250+3.1% | Added |
| IPG Investment Advisors LLC | 8,254 | $1.20M | 0.22% | +8,254 | New |
| Logan Capital Management Inc | 8,266 | $1.20M | 0.05% | −153−1.8% | Reduced |
| Winthrop Advisory Group LLC | 8,278 | $1.20M | 0.24% | −90−1.1% | Reduced |
| AXS Investments LLC | 8,305 | $1.20M | 0.28% | +5,177+165.5% | Added |
| Blue Chip Partners, Inc. | 8,320 | $1.20M | 0.15% | −5−0.1% | Reduced |
| Archer Investment Corp | 8,331 | $1.21M | 0.41% | −517−5.8% | Reduced |
| Crumly & Associates Inc. | 8,556 | $1.21M | 0.48% | −2,864−25.1% | Reduced |
| Reilly Financial Advisors, LLC | 8,336 | $1.21M | 0.09% | +115+1.4% | Added |
| WMG Financial Advisors, LLC | 8,376 | $1.21M | 0.95% | +8,376 | New |
| Ayalon Holdings Ltd. | 8,389 | $1.22M | 0.42% | +7+0.1% | Added |
| Birmingham Capital Management Co Inc | 8,440 | $1.22M | 0.44% | +35+0.4% | Added |
| First Command Bank | 8,771 | $1.22M | 0.21% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 8,459 | $1.22M | 0.18% | −312−3.6% | Reduced |
| CoreCap Advisors, LLC | 8,487 | $1.23M | 0.08% | +8,487 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,498 | $1.23M | 0.25% | +536+6.7% | Added |
| TCM Advisors, LLC | 8,600 | $1.23M | 1.09% | +8,600 | New |
| Keystone Financial Group | 8,515 | $1.23M | 0.20% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 8,527 | $1.23M | 0.08% | +1,074+14.4% | Added |
| Chilton Capital Management LLC | 8,565 | $1.24M | 0.06% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 8,561 | $1.24M | 0.12% | +5,747+204.2% | Added |
| RB Capital Management, LLC | 8,586 | $1.24M | 0.39% | +212+2.5% | Added |
| First Dallas Securities Inc. | 8,600 | $1.24M | 0.82% | −550−6.0% | Reduced |
| Bedel Financial Consulting, Inc. | 8,600 | $1.24M | 0.39% | +186+2.2% | Added |
| First Farmers & Merchants Bank / Trust | 8,642 | $1.25M | 1.24% | +8,642 | New |
| FDx Advisors, Inc. | 8,656 | $1.25M | 0.03% | +3,465+66.8% | Added |
| Ahl Investment Management, Inc. | 8,680 | $1.26M | 1.15% | +8,680 | New |
| Resurgent Financial Advisors LLC | 8,684 | $1.26M | 1.04% | +8,684 | New |
| Rathbone Brothers plc | 8,697 | $1.26M | 0.01% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 8,714 | $1.26M | 0.18% | −9,590−52.4% | Reduced |
| Highview Capital Management LLC | 8,730 | $1.26M | 0.82% | +8,730 | New |
| First National Bank of South Miami | 8,733 | $1.26M | 0.76% | +1,709+24.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,224 | $1.26M | 0.53% | +320+3.6% | Added |
| Wellington Shields & Co., LLC | 8,751 | $1.27M | 0.25% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 8,780 | $1.27M | 0.03% | −148−1.7% | Reduced |
| Trustco Bank Corp N Y | 8,804 | $1.27M | 1.11% | +39+0.4% | Added |
| Crescent Capital Consulting, LLC | 8,802 | $1.27M | 0.21% | +10+0.1% | Added |
| Hancock Whitney Investment Services Inc. | 8,807 | $1.27M | 0.22% | +8,807 | New |
| Jmac Enterprises LLC | 9,178 | $1.27M | 0.30% | +9,178 | New |
| Orser Capital Management, LLC | 8,822 | $1.28M | 0.66% | −4,288−32.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,834 | $1.28M | 0.12% | +986+12.6% | Added |
| RSM US Wealth Management LLC | 8,842 | $1.28M | 0.06% | +100+1.1% | Added |
| LCM Capital Management Inc | 8,893 | $1.29M | 1.00% | +278+3.2% | Added |
| Independence Bank of Kentucky | 8,933 | $1.29M | 0.53% | −42−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 8,941 | $1.29M | 0.09% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 8,970 | $1.30M | 0.95% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 8,978 | $1.30M | 0.88% | +415+4.8% | Added |
| Northeast Financial Consultants Inc | 8,982 | $1.30M | 0.08% | −451−4.8% | Reduced |
| First Heartland Consultants, Inc. | 8,995 | $1.30M | 0.17% | +785+9.6% | Added |
| Gyon Technologies Capital Management, LP | 8,998 | $1.30M | 0.24% | −2,525−21.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,996 | $1.30M | 0.08% | −200−2.2% | Reduced |
| Montecito Bank & Trust | 9,064 | $1.31M | 0.23% | −682−7.0% | Reduced |
| Almanack Investment Partners, LLC. | 9,027 | $1.31M | 0.11% | +32+0.4% | Added |
| Vaughan David Investments LLC | 9,064 | $1.31M | 0.04% | +166+1.9% | Added |
| Secure Asset Management, LLC | 9,065 | $1.31M | 0.53% | +762+9.2% | Added |
| Orion Portfolio Solutions, LLC | 9,089 | $1.31M | 0.04% | +251+2.8% | Added |
| Mid-American Wealth Advisory Group, Inc. | 9,099 | $1.32M | 1.06% | +9,099 | New |
| WealthPLAN Partners, LLC | 9,444 | $1.32M | 0.09% | −185−1.9% | Reduced |
| Altman Advisors, Inc. | 9,505 | $1.33M | 0.81% | +493+5.5% | Added |
| Continuum Advisory, LLC | 30,075 | $1.33M | 0.30% | −1,671−5.3% | Reduced |
| Lumature Wealth Partners, LLC | 9,236 | $1.34M | 0.52% | +437+5.0% | Added |
| Main Street Research LLC | 9,236 | $1.34M | 0.10% | +608+7.0% | Added |
| Arden Trust Co | 9,263 | $1.34M | 0.23% | −416−4.3% | Reduced |