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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 11,578 | $1.68M | 0.58% | +11,578 | New |
| Doliver Advisors, LP | 12,035 | $1.68M | 0.53% | +160+1.3% | Added |
| Bayesian Capital Management, LP | 11,594 | $1.68M | 0.53% | +894+8.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,639 | $1.68M | 0.01% | +171+1.5% | Added |
| Brewin Dolphin Ltd | 11,649 | $1.69M | 0.07% | −1,639−12.3% | Reduced |
| MBB Public Markets I LLC | 11,650 | $1.69M | 0.03% | +11,650 | New |
| Monetary Management Group Inc | 11,661 | $1.69M | 0.42% | +700+6.4% | Added |
| Invst, LLC | 12,490 | $1.69M | 0.26% | +2,732+28.0% | Added |
| Western Wealth Management, LLC | 11,733 | $1.69M | 0.17% | +11,733 | New |
| Eagle Bluffs Wealth Management LLC | 11,684 | $1.69M | 1.77% | +11,684 | New |
| PFS Investments Inc. | 11,700 | $1.69M | 0.03% | +941+8.7% | Added |
| Centric Wealth Management | 11,722 | $1.70M | 0.56% | +465+4.1% | Added |
| Guardian Capital LP | 11,729 | $1.70M | 0.03% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 11,741 | $1.70M | 0.49% | −426−3.5% | Reduced |
| MidWestOne Financial Group, Inc. | 11,745 | $1.70M | 0.36% | +210+1.8% | Added |
| Trust Investment Advisors | 11,784 | $1.71M | 1.34% | +381+3.3% | Added |
| MTM Investment Management, LLC | 11,792 | $1.71M | 0.81% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,790 | $1.71M | 0.39% | +641+5.7% | Added |
| Virginia Wealth Management Group, Inc. | 11,793 | $1.71M | 1.54% | +11,793 | New |
| Lavaca Capital LLC | 11,904 | $1.72M | 0.76% | +88+0.7% | Added |
| Breiter Capital Management Inc | 11,942 | $1.73M | 0.85% | +739+6.6% | Added |
| Lakeview Capital Partners, LLC | 11,950 | $1.73M | 1.01% | −1,887−13.6% | Reduced |
| HCR Wealth Advisors | 11,952 | $1.73M | 0.27% | +138+1.2% | Added |
| Ifrah Financial Services, Inc. | 11,953 | $1.73M | 0.46% | −152−1.3% | Reduced |
| CoreFirst Bank & Trust | 11,966 | $1.73M | 1.12% | −134−1.1% | Reduced |
| Winning Points Advisors, LLC | 15,675 | $1.73M | 1.26% | +2,166+16.0% | Added |
| Pinnacle Holdings, LLC | 12,030 | $1.74M | 0.73% | +28+0.2% | Added |
| Perigon Wealth Management, LLC | 12,049 | $1.74M | 0.12% | +1,565+14.9% | Added |
| Zurich Insurance Group Ltd | 12,100 | $1.75M | 0.02% | +12,100 | New |
| St. Johns Investment Management Company, LLC | 12,149 | $1.76M | 0.90% | +874+7.8% | Added |
| Peterson Wealth Management | 12,228 | $1.77M | 1.18% | +547+4.7% | Added |
| Krilogy Financial LLC | 12,253 | $1.77M | 0.18% | −446−3.5% | Reduced |
| Pettee Investors, Inc. | 12,289 | $1.78M | 0.74% | +1,037+9.2% | Added |
| Great Lakes Advisors, LLC | 12,331 | $1.78M | 0.03% | +914+8.0% | Added |
| Mizuho Securities USA LLC | 12,362 | $1.79M | 0.16% | −1,008−7.5% | Reduced |
| Axxcess Wealth Management, LLC | 12,359 | $1.79M | 0.14% | +12,359 | New |
| Peddock Capital Advisors, LLC | 12,383 | $1.79M | 0.59% | +168+1.4% | Added |
| Baystate Wealth Management LLC | 12,434 | $1.80M | 0.16% | +179+1.5% | Added |
| Keebeck Wealth Management, LLC | 12,386 | $1.80M | 0.32% | +365+3.0% | Added |
| CMG Global Holdings, LLC | 12,433 | $1.80M | 1.16% | +3,753+43.2% | Added |
| Godsey & Gibb Associates | 12,538 | $1.81M | 0.58% | +12,538 | New |
| SeaCrest Wealth Management, LLC | 12,542 | $1.81M | 0.20% | −569−4.3% | Reduced |
| Argus Investors' Counsel, Inc. | 12,560 | $1.82M | 1.09% | −640−4.8% | Reduced |
| Manchester Capital Management LLC | 12,576 | $1.82M | 0.24% | −69−0.5% | Reduced |
| CAPROCK Group, Inc. | 12,546 | $1.82M | 0.15% | −456−3.5% | Reduced |
| Metis Global Partners, LLC | 12,591 | $1.82M | 0.51% | +12,591 | New |
| Focus Financial Network, Inc. | 12,549 | $1.82M | 0.27% | +4,678+59.4% | Added |
| Meridian Wealth Advisors, LLC | 12,661 | $1.83M | 0.45% | +215+1.7% | Added |
| Pegasus Asset Management, Inc. | 12,661 | $1.83M | 0.75% | +656+5.5% | Added |
| Private Harbour Investment Management & Counsel, LLC | 12,700 | $1.84M | 1.47% | −110−0.9% | Reduced |
| Weatherly Asset Management L. P. | 12,720 | $1.84M | 0.20% | −615−4.6% | Reduced |
| ProVise Management Group, LLC | 12,730 | $1.84M | 0.17% | −1,257−9.0% | Reduced |
| Financial Advocates Investment Management | 12,911 | $1.84M | 0.13% | +2,815+27.9% | Added |
| Assetmark, Inc | 12,777 | $1.85M | 0.01% | −2,395−15.8% | Reduced |
| Powers Advisory Group, LLC | 12,798 | $1.85M | 1.31% | +12,798 | New |
| Zullo Investment Group, Inc. | 12,823 | $1.85M | 0.96% | +12,823 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 13,611 | $1.86M | 1.19% | +13,611 | New |
| TruWealth Advisors, LLC | 12,862 | $1.86M | 0.19% | −61,303−82.7% | Reduced |
| Csenge Advisory Group | 13,374 | $1.86M | 0.17% | −23,252−63.5% | Reduced |
| Plancorp, LLC | 12,874 | $1.86M | 0.12% | +103+0.8% | Added |
| NEXT Financial Group, Inc | 12,882 | $1.86M | 0.12% | +881+7.3% | Added |
| Trust Co of Toledo NA | 12,936 | $1.87M | 0.28% | −73−0.6% | Reduced |
| Mission Wealth Management, LP | 12,954 | $1.87M | 0.09% | +47+0.4% | Added |
| Primoris Wealth Advisors, LLC | 12,949 | $1.87M | 1.51% | +12,949 | New |
| Liberty One Investment Management, LLC | 12,958 | $1.88M | 0.28% | +999+8.4% | Added |
| Conning Inc. | 12,982 | $1.88M | 0.05% | −300−2.3% | Reduced |
| Virtu Financial LLC | 12,982 | $1.88M | 0.19% | +8,205+171.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.88M | 0.58% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 13,013 | $1.88M | 1.40% | −611,132−97.9% | Reduced |
| GraniteShares Advisors LLC | 13,017 | $1.88M | 0.87% | +13,017 | New |
| Johnson Financial Group, Inc. | 13,029 | $1.89M | 0.12% | −183−1.4% | Reduced |
| David Loasby | 13,041 | $1.89M | 0.23% | −255−1.9% | Reduced |
| Nations Financial Group Inc, | 13,090 | $1.89M | 0.25% | +267+2.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13,136 | $1.90M | 0.33% | −90−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 13,145 | $1.90M | 0.27% | +1,832+16.2% | Added |
| Lombard Odier Asset Management (USA) Corp | 13,212 | $1.91M | 0.29% | +13,212 | New |
| Boenning & Scattergood, Inc. | 13,233 | $1.92M | 0.31% | −842−6.0% | Reduced |
| FLC Capital Advisors | 13,248 | $1.92M | 0.53% | +275+2.1% | Added |
| Pinnacle Private Wealth, LLC | 13,248 | $1.92M | 0.60% | +13,248 | New |
| Front Row Advisors LLC | 13,219 | $1.92M | 0.72% | +70+0.5% | Added |
| AdvisorNet Financial, Inc | 13,282 | $1.92M | 0.12% | +503+3.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 13,291 | $1.92M | 0.01% | −2,000−13.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,306 | $1.93M | 0.84% | −2,124−13.8% | Reduced |
| Boltwood Capital Management | 13,349 | $1.93M | 0.71% | +47+0.4% | Added |
| Credit Agricole S A | 13,359 | $1.93M | 0.06% | −27,809−67.6% | Reduced |
| Stableford Capital II LLC | 13,817 | $1.94M | 0.82% | +8,850+178.2% | Added |
| Windsor Capital Management, LLC | 13,407 | $1.94M | 0.58% | −9−0.1% | Reduced |
| North Star Investment Management Corp. | 13,432 | $1.94M | 0.14% | −798−5.6% | Reduced |
| Sentry Investment Management LLC | 13,436 | $1.94M | 0.51% | +250+1.9% | Added |
| Finer Wealth Management, Inc. | 13,480 | $1.95M | 1.62% | +13,480 | New |
| Financial Partners Capital Management LLC | 13,505 | $1.95M | 0.35% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 13,519 | $1.96M | 1.17% | +1,050+8.4% | Added |
| Bridge Creek Capital Management LLC | 13,523 | $1.96M | 0.67% | +3,995+41.9% | Added |
| Valmark Advisers, Inc. | 13,548 | $1.96M | 0.03% | +1,124+9.0% | Added |
| Quadrant Capital Group LLC | 13,577 | $1.96M | 0.23% | −986−6.8% | Reduced |
| QP Wealth Management, LLC | 13,625 | $1.97M | 2.09% | +42+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 13,634 | $1.97M | 0.17% | +1,649+13.8% | Added |
| Old National Bancorp | 13,649 | $1.98M | 0.07% | −2,206−13.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 13,739 | $1.98M | 0.37% | −2,046−13.0% | Reduced |
| Spirit of America Management Corp | 13,684 | $1.98M | 0.40% | +200+1.5% | Added |