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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 13,701 | $1.98M | 0.67% | −173−1.2% | Reduced |
| Allred Capital Management, LLC | 13,717 | $1.98M | 0.96% | −450−3.2% | Reduced |
| Bailard, Inc. | 13,716 | $1.99M | 0.06% | −131−0.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 13,782 | $1.99M | 0.66% | −20.0% | Reduced |
| Arlington Partners LLC | 13,817 | $2.00M | 0.54% | +1,812+15.1% | Added |
| Abbrea Capital, LLC | 13,803 | $2.00M | 0.27% | −76−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 13,889 | $2.01M | 0.42% | +6,722+93.8% | Added |
| MSH Capital Advisors LLC | 13,875 | $2.01M | 0.90% | +13,875 | New |
| Global Wealth Management Investment Advisory, Inc. | 13,918 | $2.01M | 0.61% | +445+3.3% | Added |
| CFM Wealth Partners LLC | 13,946 | $2.02M | 0.45% | −325−2.3% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 13,972 | $2.02M | 2.32% | +13,972 | New |
| Martin & Co Inc | 13,986 | $2.02M | 0.46% | −269−1.9% | Reduced |
| Welch Group, LLC | 14,006 | $2.03M | 0.12% | −197−1.4% | Reduced |
| Balentine LLC | 14,012 | $2.03M | 0.07% | +2,177+18.4% | Added |
| Roman Butler Fullerton & Co | 14,104 | $2.04M | 0.90% | +200+1.4% | Added |
| Hilltop Holdings Inc. | 14,178 | $2.05M | 0.21% | +1,106+8.5% | Added |
| Optimum Investment Advisors | 14,199 | $2.05M | 0.80% | −190−1.3% | Reduced |
| Hartford Financial Management Inc. | 14,223 | $2.06M | 0.48% | −60.0% | Reduced |
| Benjamin Edwards Inc | 14,241 | $2.06M | 0.67% | +6,513+84.3% | Added |
| Security National Bank of Sioux City Iowa | 14,247 | $2.06M | 1.42% | +369+2.7% | Added |
| Stock Yards Bank & Trust Co | 14,294 | $2.07M | 0.11% | +659+4.8% | Added |
| McMillion Capital Management Inc | 14,299 | $2.07M | 1.12% | +97+0.7% | Added |
| Madden Securities Corp | 14,303 | $2.07M | 0.97% | +8,565+149.3% | Added |
| Fred Alger Management, LLC | 14,308 | $2.07M | 0.01% | +1,028+7.7% | Added |
| Wintrust Investments LLC | 14,324 | $2.07M | 0.20% | +14,324 | New |
| ICW Investment Advisors LLC | 14,348 | $2.08M | 1.16% | +332+2.4% | Added |
| Candriam Luxembourg S.C.A. | 14,364 | $2.08M | 0.01% | −29,202−67.0% | Reduced |
| Equitable Trust Co | 14,358 | $2.08M | 0.13% | −1,199−7.7% | Reduced |
| Flputnam Investment Management Co | 14,372 | $2.08M | 0.06% | −1,296−8.3% | Reduced |
| Canandaigua National Corp | 14,419 | $2.09M | 0.31% | +259+1.8% | Added |
| Anchor Investment Management, LLC | 14,430 | $2.09M | 0.26% | +1,572+12.2% | Added |
| Ashton Thomas Private Wealth, LLC | 14,453 | $2.09M | 0.20% | +7,958+122.5% | Added |
| Sunbelt Securities, Inc. | 15,186 | $2.10M | 0.34% | +3,241+27.1% | Added |
| ARGI Investment Services, LLC | 14,533 | $2.10M | 0.06% | +523+3.7% | Added |
| Choate Investment Advisors | 14,563 | $2.11M | 0.12% | +53+0.4% | Added |
| Financial Advisory Service, Inc. | 14,592 | $2.11M | 0.19% | +2,651+22.2% | Added |
| HighTower Trust Services, LTA | 14,649 | $2.12M | 0.21% | +114+0.8% | Added |
| Ironwood Investment Counsel, LLC | 14,674 | $2.12M | 0.49% | −14−0.1% | Reduced |
| Integrated Advisors Network LLC | 14,699 | $2.13M | 0.13% | −15,059−50.6% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.13M | 0.10% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 14,757 | $2.13M | 1.34% | −58−0.4% | Reduced |
| Duff & Phelps Investment Management Co | 14,746 | $2.13M | 0.03% | +233+1.6% | Added |
| Kinloch Capital, LLC | 14,767 | $2.14M | 1.32% | −814−5.2% | Reduced |
| Parkside Financial Bank & Trust | 14,774 | $2.14M | 0.53% | −127−0.9% | Reduced |
| Bangor Savings Bank | 14,770 | $2.14M | 0.20% | +116+0.8% | Added |
| Trust Co of Virginia | 14,784 | $2.14M | 0.21% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 14,810 | $2.14M | 0.23% | −643−4.2% | Reduced |
| Fort Pitt Capital Group, LLC | 14,860 | $2.15M | 0.08% | −2,175−12.8% | Reduced |
| Change Path, LLC | 14,864 | $2.15M | 0.11% | −1,298−8.0% | Reduced |
| Sterling Investment Management, Inc. | 14,877 | $2.15M | 1.34% | −224−1.5% | Reduced |
| Carroll Financial Associates, Inc. | 15,327 | $2.16M | 0.11% | +967+6.7% | Added |
| Members Capital Advisors Inc | 14,905 | $2.16M | 1.11% | +3,028+25.5% | Added |
| Lester Murray Antman dba SimplyRich | 14,927 | $2.16M | 0.72% | 00.0% | Unchanged |
| Shelton Capital Management | 14,968 | $2.17M | 0.08% | −3,300−18.1% | Reduced |
| Ulysses Management LLC | 15,000 | $2.17M | 0.37% | −5,000−25.0% | Reduced |
| Park Circle Co | 15,000 | $2.17M | 1.76% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 15,000 | $2.17M | 0.63% | +5,210+53.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.17M | 0.56% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 15,053 | $2.18M | 0.67% | −247−1.6% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.18M | 1.50% | 00.0% | Unchanged |
| Security National Bank of So Dak | 15,093 | $2.18M | 1.47% | +55+0.4% | Added |
| Bluefin Capital Management, LLC | 15,161 | $2.19M | 0.17% | −9,056−37.4% | Reduced |
| Verity Asset Management, Inc. | 15,179 | $2.20M | 1.30% | +295+2.0% | Added |
| We Are One Seven, LLC | 15,193 | $2.20M | 0.23% | +8,932+142.7% | Added |
| North Fourth Asset Management, LP | 15,214 | $2.20M | 0.77% | −114,786−88.3% | Reduced |
| Bank of Stockton | 15,367 | $2.22M | 0.65% | +94+0.6% | Added |
| Motley Fool Wealth Management, LLC | 15,389 | $2.23M | 0.10% | +321+2.1% | Added |
| Kensington Investment Counsel, LLC | 15,412 | $2.23M | 1.30% | +15,412 | New |
| Pacifica Partners Inc. | 15,588 | $2.24M | 1.46% | +2,745+21.4% | Added |
| Inverness Counsel LLC | 15,488 | $2.24M | 0.08% | −2,966−16.1% | Reduced |
| Vigilare Wealth Management | 15,487 | $2.24M | 1.32% | −470−2.9% | Reduced |
| Sepio Capital, LP | 15,489 | $2.24M | 0.17% | −198−1.3% | Reduced |
| Occidental Asset Management, LLC | 15,577 | $2.25M | 0.54% | +1,109+7.7% | Added |
| Quilter Plc | 15,641 | $2.26M | 0.06% | −13,882−47.0% | Reduced |
| Dynamic Advisor Solutions LLC | 15,631 | $2.26M | 0.16% | +749+5.0% | Added |
| Monument Capital Management | 15,656 | $2.27M | 0.70% | −1,130−6.7% | Reduced |
| IFG Advisory, LLC | 15,693 | $2.27M | 0.22% | −338−2.1% | Reduced |
| Trustcore Financial Services, LLC | 15,707 | $2.27M | 0.26% | −4,733−23.2% | Reduced |
| Bank of New Hampshire | 15,738 | $2.28M | 0.55% | −2,535−13.9% | Reduced |
| NTV Asset Management LLC | 15,816 | $2.29M | 0.38% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 15,826 | $2.29M | 0.39% | 00.0% | Unchanged |
| Qtron Investments LLC | 15,829 | $2.29M | 0.52% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 15,850 | $2.29M | 0.02% | −1,070−6.3% | Reduced |
| Sculati Wealth Management, LLC | 15,844 | $2.29M | 1.11% | +242+1.6% | Added |
| Ledyard National Bank | 15,870 | $2.30M | 0.22% | −36−0.2% | Reduced |
| Successful Portfolios LLC | 15,894 | $2.30M | 1.25% | +104+0.7% | Added |
| Smithfield Trust Co | 15,934 | $2.30M | 0.14% | −266−1.6% | Reduced |
| Beck Capital Management, LLC | 15,992 | $2.31M | 0.72% | −4,830−23.2% | Reduced |
| Dakota Wealth Management | 15,996 | $2.31M | 0.24% | −2,741−14.6% | Reduced |
| Hudson Value Partners, LLC | 16,035 | $2.32M | 1.13% | 00.0% | Unchanged |
| Dearborn Partners LLC | 16,060 | $2.32M | 0.08% | −2,593−13.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,060 | $2.32M | 0.25% | +1,328+9.0% | Added |
| Wambolt & Associates, LLC | 16,124 | $2.33M | 0.84% | +1,173+7.8% | Added |
| J. W. Coons Advisors, LLC | 16,181 | $2.33M | 0.71% | −277−1.7% | Reduced |
| Prelude Capital Management, LLC | 16,142 | $2.34M | 0.12% | +11,882+278.9% | Added |
| Hengehold Capital Management LLC | 16,189 | $2.34M | 0.29% | +946+6.2% | Added |
| StoneX Group Inc. | 16,156 | $2.35M | 0.27% | +1,718+11.9% | Added |
| Burke & Herbert Bank & Trust Co | 16,251 | $2.35M | 1.38% | −48−0.3% | Reduced |
| Game Creek Capital, LP | 16,250 | $2.35M | 1.18% | +16,250 | New |
| Maryland Capital Management | 16,280 | $2.35M | 0.13% | +1,158+7.7% | Added |