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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 9,271 | $1.34M | 0.24% | +198+2.2% | Added |
| D.B. Root & Company, LLC | 9,291 | $1.34M | 0.48% | −285−3.0% | Reduced |
| First National Bank of Hutchinson | 9,305 | $1.35M | 0.77% | +30.0% | Added |
| Beese Fulmer Investment Management, Inc. | 9,339 | $1.35M | 0.14% | +107+1.2% | Added |
| Argent Advisors, Inc. | 9,382 | $1.36M | 0.73% | −2,939−23.9% | Reduced |
| Gibraltar Capital Management, Inc. | 9,388 | $1.36M | 0.62% | +217+2.4% | Added |
| Avidian Wealth Solutions, LLC | 9,409 | $1.36M | 0.09% | +520+5.8% | Added |
| Accretive Wealth Partners, LLC | 9,414 | $1.36M | 0.87% | +388+4.3% | Added |
| JB Capital LLC | 9,452 | $1.37M | 0.14% | +905+10.6% | Added |
| Chicago Capital, LLC | 9,464 | $1.37M | 0.05% | −175−1.8% | Reduced |
| Investment Partners, Ltd. | 9,566 | $1.38M | 0.57% | −165−1.7% | Reduced |
| Gratus Capital LLC | 9,613 | $1.39M | 0.13% | +11+0.1% | Added |
| Amarillo National Bank | 9,626 | $1.39M | 0.27% | +83+0.9% | Added |
| Jeppson Wealth Management, LLC | 9,643 | $1.40M | 0.67% | −245−2.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 9,669 | $1.40M | 0.10% | +113+1.2% | Added |
| Kidder Stephen W | 9,700 | $1.40M | 0.43% | −50−0.5% | Reduced |
| Money Concepts Capital Corp | 9,707 | $1.41M | 0.12% | +9,707 | New |
| Coastal Investment Advisors, Inc. | 9,722 | $1.41M | 0.31% | +208+2.2% | Added |
| Independent Solutions Wealth Management, LLC | 9,733 | $1.41M | 0.33% | −307−3.1% | Reduced |
| Engine No. 1 LLC | 9,741 | $1.41M | 0.29% | +2,046+26.6% | Added |
| Nicholas Hoffman & Company, LLC. | 9,764 | $1.41M | 0.05% | +570+6.2% | Added |
| Asset Management Corp | 9,772 | $1.41M | 0.82% | +817+9.1% | Added |
| Resource Management, LLC | 9,790 | $1.42M | 0.15% | −185−1.9% | Reduced |
| CWS Financial Advisors, LLC | 9,803 | $1.42M | 0.50% | +9,803 | New |
| Warther Private Wealth, LLC | 9,807 | $1.42M | 1.05% | +345+3.6% | Added |
| Jarislowsky, Fraser Ltd | 9,836 | $1.42M | 0.01% | −13,400−57.7% | Reduced |
| Alaethes Wealth LLC | 9,850 | $1.43M | 0.90% | −45−0.5% | Reduced |
| White Pine Capital LLC | 9,869 | $1.43M | 0.42% | +78+0.8% | Added |
| Pioneer Trust Bank N A | 9,880 | $1.43M | 0.37% | +3,600+57.3% | Added |
| Summit Financial Strategies, Inc. | 9,888 | $1.43M | 0.28% | −337−3.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 9,893 | $1.43M | 0.53% | +710+7.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 9,985 | $1.45M | 0.73% | +1,000+11.1% | Added |
| Tudor Investment Corp Et Al | 10,010 | $1.45M | 0.03% | −56,556−85.0% | Reduced |
| Essex Financial Services, Inc. | 10,047 | $1.45M | 0.14% | −584−5.5% | Reduced |
| Grandview Asset Management LLC | 10,055 | $1.46M | 0.59% | +10,055 | New |
| Cowen and Company, LLC | 10,074 | $1.46M | 0.14% | +10,074 | New |
| Quest Capital Management Inc | 10,082 | $1.46M | 0.25% | −17−0.2% | Reduced |
| Intrust Bank NA | 10,174 | $1.47M | 0.18% | −379−3.6% | Reduced |
| Occudo Quantitative Strategies LP | 10,180 | $1.47M | 0.13% | +10,180 | New |
| Douglas Lane & Associates, LLC | 10,188 | $1.47M | 0.02% | −689−6.3% | Reduced |
| Sargent Investment Group, LLC | 10,194 | $1.48M | 0.34% | −1,500−12.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,192 | $1.48M | 0.02% | −154−1.5% | Reduced |
| Capstone Investment Advisors, LLC | 10,207 | $1.48M | 0.02% | −166,199−94.2% | Reduced |
| Insight Inv LLC | 10,200 | $1.48M | 1.36% | +10,200 | New |
| Gilbert & Cook, Inc. | 10,243 | $1.48M | 0.24% | +116+1.1% | Added |
| Linscomb & Williams, Inc. | 10,247 | $1.48M | 0.07% | +26+0.3% | Added |
| Ignite Planners, LLC | 10,400 | $1.48M | 0.97% | +10,400 | New |
| X-Square Capital, LLC | 10,272 | $1.49M | 0.75% | +607+6.3% | Added |
| Park National Corp | 10,276 | $1.49M | 0.06% | −921−8.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,352 | $1.50M | 0.66% | −2,311−18.3% | Reduced |
| SOL Capital Management CO | 10,350 | $1.50M | 0.27% | 00.0% | Unchanged |
| First PREMIER Bank | 10,359 | $1.50M | 0.39% | −70−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,383 | $1.50M | 0.43% | −962−8.5% | Reduced |
| NVWM, LLC | 10,349 | $1.50M | 0.47% | +159+1.6% | Added |
| AlphaCrest Capital Management LLC | 10,400 | $1.50M | 0.06% | −5,329−33.9% | Reduced |
| Chatham Capital Group, Inc. | 10,445 | $1.51M | 0.27% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 10,450 | $1.51M | 0.71% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 10,469 | $1.51M | 0.29% | −185−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 10,510 | $1.52M | 0.26% | −5,600−34.8% | Reduced |
| Laidlaw Wealth Management LLC | 10,525 | $1.52M | 0.24% | +10,525 | New |
| Lifeworks Advisors, LLC | 10,525 | $1.52M | 1.21% | +10,525 | New |
| Smith Anglin Financial, LLC | 10,545 | $1.53M | 0.26% | −17−0.2% | Reduced |
| Highlander Capital Management, LLC | 10,550 | $1.53M | 0.71% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 10,545 | $1.53M | 0.95% | +144+1.4% | Added |
| Silicon Valley Community Foundation | 10,568 | $1.53M | 0.10% | +10,568 | New |
| Navalign, LLC | 10,603 | $1.53M | 0.61% | −83−0.8% | Reduced |
| Aldebaran Financial Inc. | 10,599 | $1.53M | 1.20% | +95+0.9% | Added |
| Pitcairn Co | 10,625 | $1.54M | 0.10% | −386−3.5% | Reduced |
| Deltec Asset Management LLC | 10,626 | $1.54M | 0.25% | −355−3.2% | Reduced |
| Symphony Financial, Ltd. Co. | 10,629 | $1.54M | 0.43% | +904+9.3% | Added |
| Meristem Family Wealth, LLC | 10,661 | $1.54M | 0.13% | −1,000−8.6% | Reduced |
| Old Port Advisors | 10,758 | $1.54M | 0.52% | +108+1.0% | Added |
| Pinnbrook Capital Management LP | 10,701 | $1.55M | 1.24% | +10,701 | New |
| Ausdal Financial Partners, Inc. | 10,730 | $1.55M | 0.21% | +525+5.1% | Added |
| Legacy Bridge, LLC | 10,738 | $1.55M | 0.81% | +3,930+57.7% | Added |
| Autumn Glory Partners, LLC | 10,740 | $1.55M | 0.65% | +10,740 | New |
| First Financial Bank - Trust Division | 10,754 | $1.56M | 0.16% | −503−4.5% | Reduced |
| Harbour Investments, Inc. | 10,800 | $1.56M | 0.09% | −21,400−66.5% | Reduced |
| Argent Capital Management LLC | 10,900 | $1.58M | 0.05% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 10,902 | $1.58M | 0.91% | −35−0.3% | Reduced |
| Echo Street Capital Management LLC | 10,946 | $1.58M | 0.01% | +4,985+83.6% | Added |
| Leonteq Securities AG | 10,973 | $1.59M | 0.07% | +10,973 | New |
| Marshall Financial Group LLC | 10,999 | $1.59M | 0.59% | +6,194+128.9% | Added |
| Harbor Advisors LLC | 11,000 | $1.59M | 0.30% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,014 | $1.59M | 1.00% | −318−2.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,023 | $1.59M | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 11,040 | $1.60M | 0.11% | +932+9.2% | Added |
| Madison Wealth Management | 11,044 | $1.60M | 0.32% | +945+9.4% | Added |
| First Commonwealth Financial Corp | 11,086 | $1.60M | 0.52% | +40+0.4% | Added |
| Trust Co of Oklahoma | 11,155 | $1.61M | 0.55% | −44−0.4% | Reduced |
| GFG Capital, LLC | 11,329 | $1.64M | 0.49% | +761+7.2% | Added |
| HawsGoodwin Investment Management LLC | 11,370 | $1.65M | 0.48% | +207+1.9% | Added |
| West Family Investments, Inc. | 11,393 | $1.65M | 0.46% | −971−7.9% | Reduced |
| Boston Financial Mangement LLC | 11,429 | $1.65M | 0.06% | +103+0.9% | Added |
| WBH Advisory Inc | 11,460 | $1.66M | 0.19% | +420+3.8% | Added |
| Clare Market Investments LLC | 11,467 | $1.66M | 0.46% | −5,401−32.0% | Reduced |
| Regency Capital Management Inc. | 11,470 | $1.66M | 1.06% | −836−6.8% | Reduced |
| Global Trust Asset Management, LLC | 11,499 | $1.66M | 0.66% | −379−3.2% | Reduced |
| True North Advisors, LLC | 11,514 | $1.67M | 0.28% | −920−7.4% | Reduced |
| Vise Technologies, Inc. | 11,513 | $1.67M | 0.45% | +11,513 | New |