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 |
|---|---|---|---|---|---|
| Providence First Trust Co | 16,281 | $2.36M | 1.06% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 16,300 | $2.37M | 0.99% | +200+1.2% | Added |
| Amussen Hunsaker Associates LLC | 16,694 | $2.37M | 0.56% | −19−0.1% | Reduced |
| Harbor Investment Advisory, LLC | 16,414 | $2.38M | 0.30% | +57+0.3% | Added |
| Summit X, LLC | 16,469 | $2.38M | 0.55% | +217+1.3% | Added |
| Brooks, Moore & Associates, Inc. | 16,574 | $2.40M | 1.41% | +3,755+29.3% | Added |
| Naples Global Advisors, LLC | 16,589 | $2.40M | 0.28% | +563+3.5% | Added |
| Cordatus Wealth Management LLC | 16,608 | $2.40M | 0.70% | +16,608 | New |
| Bell & Brown Wealth Advisors, LLC | 17,456 | $2.41M | 1.16% | +2,276+15.0% | Added |
| Mattern Wealth Management LLC | 16,713 | $2.42M | 0.71% | −1,491−8.2% | Reduced |
| Hollow Brook Wealth Management LLC | 16,715 | $2.42M | 1.24% | +1,865+12.6% | Added |
| MD Financial Management Inc. | 16,709 | $2.42M | 0.06% | +2,350+16.4% | Added |
| Mather Group, LLC. | 16,725 | $2.42M | 0.05% | +4,114+32.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 16,768 | $2.43M | 0.80% | +285+1.7% | Added |
| Colony Group LLC | 16,795 | $2.43M | 0.04% | +91+0.5% | Added |
| Hudson Capital Management LLC | 16,792 | $2.43M | 0.88% | +221+1.3% | Added |
| Pinkerton Retirement Specialists, LLC | 16,874 | $2.44M | 0.43% | +711+4.4% | Added |
| Robertson Stephens Wealth Management, LLC | 16,807 | $2.44M | 0.21% | +14,599+661.2% | Added |
| First Citizens Bank & Trust Co | 16,954 | $2.45M | 0.10% | −1,933−10.2% | Reduced |
| Transcend Wealth Collective, LLC | 16,974 | $2.46M | 0.22% | −632−3.6% | Reduced |
| Page Arthur B | 17,028 | $2.46M | 1.69% | +25+0.1% | Added |
| Churchill Management Corp | 17,041 | $2.47M | 0.03% | −135−0.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 17,042 | $2.47M | 0.69% | +700+4.3% | Added |
| Northstar Asset Management LLC | 17,104 | $2.48M | 0.58% | −51−0.3% | Reduced |
| Eads & Heald Wealth Management | 17,105 | $2.48M | 1.08% | +15+0.1% | Added |
| Harvey Capital Management Inc | 17,150 | $2.48M | 0.77% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,162 | $2.48M | 1.32% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,250 | $2.50M | 0.28% | −162−0.9% | Reduced |
| BNC Wealth Management, LLC | 17,262 | $2.50M | 1.18% | +92+0.5% | Added |
| Mason Investment Advisory Services, Inc. | 17,277 | $2.50M | 0.21% | +12,240+243.0% | Added |
| Miller Investment Management, LP | 17,275 | $2.50M | 0.36% | 00.0% | Unchanged |
| Northstar Group, Inc. | 17,300 | $2.50M | 0.60% | +100+0.6% | Added |
| TCG Advisory Services, LLC | 17,359 | $2.51M | 0.59% | −2,336−11.9% | Reduced |
| Mendel Capital Management LLC | 17,398 | $2.52M | 2.31% | +17,398 | New |
| Octavia Wealth Advisors, LLC | 17,344 | $2.52M | 0.54% | −1,111−6.0% | Reduced |
| West Branch Capital LLC | 17,429 | $2.52M | 1.07% | +149+0.9% | Added |
| CFS Investment Advisory Services, LLC | 18,114 | $2.53M | 0.34% | −642−3.4% | Reduced |
| Geneva Capital Management LLC | 17,523 | $2.54M | 0.04% | +3,542+25.3% | Added |
| Mitchell Sinkler & Starr | 17,554 | $2.54M | 0.75% | +16,094+1,102.3% | Added |
| MV Capital Management, Inc. | 17,585 | $2.54M | 0.37% | +3,010+20.7% | Added |
| Community Financial Services Group, LLC | 17,609 | $2.55M | 0.64% | +300+1.7% | Added |
| Dumont & Blake Investment Advisors LLC | 17,616 | $2.55M | 0.67% | −63−0.4% | Reduced |
| Stokes Family Office, LLC | 17,699 | $2.56M | 0.32% | −963−5.2% | Reduced |
| Meridian Wealth Management, LLC | 17,735 | $2.57M | 0.27% | +418+2.4% | Added |
| F/M Investments LLC | 17,745 | $2.57M | 1.88% | +16,269+1,102.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 17,754 | $2.57M | 0.72% | −66−0.4% | Reduced |
| Costello Asset Management, INC | 17,800 | $2.58M | 1.57% | +17,385+4,189.2% | Added |
| Bryn Mawr Trust Co | 17,825 | $2.58M | 0.09% | −1,142−6.0% | Reduced |
| Freedom Day Solutions, LLC | 17,883 | $2.59M | 1.04% | −466−2.5% | Reduced |
| Moneta Group Investment Advisors LLC | 17,893 | $2.59M | 0.11% | +3,443+23.8% | Added |
| Jones Financial Companies LLLP | 17,904 | $2.59M | 0.00% | +5,178+40.7% | Added |
| First Hawaiian Bank | 17,911 | $2.59M | 0.08% | +6,453+56.3% | Added |
| JCIC Asset Management Inc. | 17,915 | $2.59M | 0.78% | −70−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 17,937 | $2.60M | 0.31% | −550−3.0% | Reduced |
| Wealthspire Advisors, LLC | 17,939 | $2.60M | 0.06% | −2,227−11.0% | Reduced |
| Clarius Group, LLC | 17,953 | $2.60M | 0.21% | +215+1.2% | Added |
| ARS Wealth Advisors Group, LLC | 17,982 | $2.60M | 0.44% | +305+1.7% | Added |
| CPWM, LLC | 18,672 | $2.60M | 0.21% | +18,672 | New |
| Tokio Marine Asset Management Co Ltd | 18,075 | $2.62M | 0.21% | −3,383−15.8% | Reduced |
| WT Wealth Management | 18,035 | $2.62M | 0.96% | +2,616+17.0% | Added |
| Archford Capital Strategies, LLC | 18,093 | $2.62M | 0.60% | +199+1.1% | Added |
| Wunderlich Capital Managemnt | 18,128 | $2.62M | 1.17% | +68+0.4% | Added |
| Capital Asset Advisory Services LLC | 18,149 | $2.64M | 0.28% | −144−0.8% | Reduced |
| Westover Capital Advisors, LLC | 18,297 | $2.65M | 0.77% | −626−3.3% | Reduced |
| High Note Wealth, LLC | 18,306 | $2.65M | 0.89% | +629+3.6% | Added |
| Delta Financial Advisors LLC | 18,420 | $2.67M | 1.09% | +45+0.2% | Added |
| RFG Advisory, LLC | 18,423 | $2.67M | 0.18% | −1,337−6.8% | Reduced |
| Arete Wealth Advisors, LLC | 18,516 | $2.67M | 0.23% | +503+2.8% | Added |
| Procyon Private Wealth Partners, LLC | 18,489 | $2.67M | 0.57% | +5,213+39.3% | Added |
| Roberts Glore & Co Inc | 18,497 | $2.68M | 0.70% | −181−1.0% | Reduced |
| Diligent Investors, LLC | 18,585 | $2.69M | 0.75% | +458+2.5% | Added |
| Beacon Financial Group | 18,660 | $2.70M | 0.35% | +290+1.6% | Added |
| Outfitter Financial LLC | 18,660 | $2.70M | 1.98% | +85+0.5% | Added |
| Ropes Wealth Advisors LLC | 18,669 | $2.70M | 0.48% | −236−1.2% | Reduced |
| Rocky Mountain Advisers, LLC | 18,668 | $2.70M | 3.07% | +162+0.9% | Added |
| Congress Park Capital LLC | 18,698 | $2.71M | 1.33% | +13+0.1% | Added |
| Symmetry Partners, LLC | 18,697 | $2.71M | 0.17% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 18,707 | $2.71M | 0.79% | +559+3.1% | Added |
| Cumberland Partners Ltd | 18,726 | $2.71M | 0.19% | +317+1.7% | Added |
| Flagship Harbor Advisors, LLC | 18,794 | $2.72M | 0.26% | +3,349+21.7% | Added |
| Rehmann Capital Advisory Group | 18,801 | $2.72M | 0.25% | +207+1.1% | Added |
| Girard Partners Ltd. | 18,819 | $2.72M | 0.30% | +814+4.5% | Added |
| Crossvault Capital Management LLC | 18,829 | $2.72M | 0.82% | −31,962−62.9% | Reduced |
| Stonnington Group, LLC | 18,893 | $2.72M | 0.59% | −5,034−21.0% | Reduced |
| Mutual Advisors, LLC | 18,842 | $2.73M | 0.14% | −2,555−11.9% | Reduced |
| Silverleafe Capital Partners, LLC | 18,838 | $2.73M | 0.99% | −373−1.9% | Reduced |
| AIMZ Investment Advisors, LLC | 18,868 | $2.73M | 1.06% | +600+3.3% | Added |
| Wolff Wiese Magana LLC | 18,867 | $2.73M | 1.76% | +2,251+13.5% | Added |
| Atlantic Union Bankshares Corp | 18,885 | $2.73M | 0.23% | +5,283+38.8% | Added |
| St. James Investment Advisors, LLC | 18,828 | $2.73M | 2.02% | +18,828 | New |
| Generali Powszechne Towarzystwo Emerytalne | 18,924 | $2.74M | 2.61% | +18,924 | New |
| Modera Wealth Management, LLC | 18,938 | $2.74M | 0.10% | +11,556+156.5% | Added |
| 180 Wealth Advisors, LLC | 19,582 | $2.75M | 0.62% | +650+3.4% | Added |
| Telemus Capital, LLC | 19,001 | $2.75M | 0.22% | −139−0.7% | Reduced |
| Bensler, LLC | 19,057 | $2.76M | 0.77% | +19,057 | New |
| Guardian Investment Management | 19,065 | $2.76M | 1.92% | +4,350+29.6% | Added |
| Ballentine Partners, LLC | 19,079 | $2.76M | 0.08% | +1,763+10.2% | Added |
| Tiedemann Advisors, LLC | 19,006 | $2.76M | 0.13% | 00.0% | Unchanged |
| HBK Investments L P | 19,230 | $2.78M | 0.06% | −6,793−26.1% | Reduced |
| Summit Asset Management, LLC | 19,358 | $2.80M | 0.79% | +313+1.6% | Added |