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; 4,428 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 | 4,428 | $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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 19,365 | $2.80M | 0.47% | −312−1.6% | Reduced |
| Altshuler Shaham Ltd | 19,426 | $2.82M | 0.06% | −4,140,298−99.5% | Reduced |
| Hancock Whitney Corp | 19,493 | $2.82M | 0.09% | −550−2.7% | Reduced |
| Aries Wealth Management | 19,536 | $2.83M | 1.08% | +925+5.0% | Added |
| Equitable Holdings, Inc. | 19,537 | $2.83M | 0.04% | +2,054+11.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 19,541 | $2.83M | 0.17% | −569−2.8% | Reduced |
| Moloney Securities Asset Management, LLC | 19,585 | $2.83M | 0.48% | −304−1.5% | Reduced |
| WC Walker & Associates, Inc. | 19,543 | $2.83M | 1.40% | +742+3.9% | Added |
| Tru Independence Asset Management 2, LLC | 19,621 | $2.84M | 1.50% | +11,802+150.9% | Added |
| Garner Asset Management Corp | 19,628 | $2.84M | 1.19% | +130+0.7% | Added |
| Sumitomo Life Insurance Co | 19,748 | $2.86M | 0.07% | −581−2.9% | Reduced |
| Cutler Group LP | 19,776 | $2.86M | 0.20% | −8,044−28.9% | Reduced |
| Hemenway Trust Co LLC | 19,809 | $2.87M | 0.26% | +452+2.3% | Added |
| Capricorn Fund Managers Ltd | 19,860 | $2.87M | 0.81% | +19,860 | New |
| Meiji Yasuda Life Insurance Co | 19,872 | $2.88M | 0.05% | −3,624−15.4% | Reduced |
| Aspen Investment Management Inc | 19,906 | $2.88M | 1.42% | +2,840+16.6% | Added |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.89M | 0.67% | 00.0% | Unchanged |
| Trust Co of Vermont | 19,969 | $2.89M | 0.18% | +852+4.5% | Added |
| Hennessy Advisors Inc | 20,000 | $2.89M | 0.16% | −800−3.8% | Reduced |
| LS Investment Advisors, LLC | 20,015 | $2.90M | 0.44% | −14,950−42.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 20,020 | $2.90M | 0.06% | +900+4.7% | Added |
| Great Valley Advisor Group, Inc. | 20,495 | $2.90M | 0.18% | +891+4.5% | Added |
| Haverford Trust Co | 20,039 | $2.90M | 0.03% | +464+2.4% | Added |
| Means Investment Co., Inc. | 20,051 | $2.90M | 0.52% | +410+2.1% | Added |
| Sompo Asset Management Co., Ltd. | 20,080 | $2.90M | 0.58% | −190−0.9% | Reduced |
| Centaurus Financial, Inc. | 20,134 | $2.91M | 0.22% | −203−1.0% | Reduced |
| Bank Ozk | 20,196 | $2.92M | 1.19% | −17−0.1% | Reduced |
| Smith, Moore & Co. | 20,233 | $2.93M | 0.41% | +208+1.0% | Added |
| Meridian Investment Counsel Inc. | 20,245 | $2.93M | 0.97% | −400−1.9% | Reduced |
| Rossmore Private Capital | 20,292 | $2.94M | 0.46% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 20,306 | $2.94M | 1.03% | −400−1.9% | Reduced |
| Allworth Financial LP | 20,334 | $2.94M | 0.04% | +477+2.4% | Added |
| Fairfield, Bush & Co. | 20,342 | $2.94M | 1.41% | −2,345−10.3% | Reduced |
| AMJ Financial Wealth Management | 20,372 | $2.95M | 1.06% | +774+3.9% | Added |
| BDO Wealth Advisors, LLC | 20,457 | $2.96M | 0.31% | +952+4.9% | Added |
| Waddell & Associates, LLC | 20,509 | $2.97M | 0.47% | +1,105+5.7% | Added |
| Herold Advisors, Inc. | 20,538 | $2.97M | 1.15% | +510+2.5% | Added |
| Investment House LLC | 20,537 | $2.97M | 0.19% | +1,885+10.1% | Added |
| PEAK6 Investments LLC | 20,561 | $2.98M | 0.08% | −82,253−80.0% | Reduced |
| Leelyn Smith, LLC | 20,616 | $2.98M | 0.80% | +549+2.7% | Added |
| Wealthcare Advisory Partners LLC | 20,729 | $3.00M | 0.18% | −326−1.5% | Reduced |
| Benedict Financial Advisors Inc | 21,039 | $3.04M | 0.79% | −364−1.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 21,259 | $3.08M | 0.24% | +6,264+41.8% | Added |
| 1st Source Bank | 21,293 | $3.08M | 0.18% | +4,098+23.8% | Added |
| BerganKDV Wealth Management, LLC | 21,340 | $3.09M | 0.32% | +318+1.5% | Added |
| IFP Advisors, Inc | 21,542 | $3.11M | 0.06% | −1,833−7.8% | Reduced |
| Aaron Wealth Advisors | 21,519 | $3.11M | 0.87% | +14,265+196.7% | Added |
| Finivi Inc. | 20,803 | $3.12M | 3.30% | +20,803 | New |
| Forum Financial Management, LP | 21,718 | $3.14M | 0.16% | +21,718 | New |
| Convergence Investment Partners, LLC | 21,738 | $3.15M | 1.60% | +184+0.9% | Added |
| Keene & Associates, Inc. | 21,827 | $3.16M | 2.73% | +21,827 | New |
| Savant Capital, LLC | 21,852 | $3.16M | 0.10% | +654+3.1% | Added |
| Wade G W & Inc | 21,883 | $3.17M | 0.14% | +18+0.1% | Added |
| Northwest Investment Counselors, LLC | 21,946 | $3.17M | 0.78% | −120−0.5% | Reduced |
| YHB Investment Advisors, Inc. | 21,951 | $3.18M | 0.25% | +1,261+6.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 21,962 | $3.18M | 0.07% | +21,962 | New |
| Old Second National Bank of Aurora | 22,623 | $3.18M | 0.94% | +133+0.6% | Added |
| HM Capital Management, LLC | 22,031 | $3.19M | 1.21% | +19,981+974.7% | Added |
| Citizens Business Bank | 22,045 | $3.19M | 0.39% | −345−1.5% | Reduced |
| Tower View Investment Management & Research LLC | 22,074 | $3.19M | 1.63% | −236−1.1% | Reduced |
| Palisade Asset Management, LLC | 22,079 | $3.19M | 0.36% | +128+0.6% | Added |
| Chemung Canal Trust Co | 22,099 | $3.20M | 0.58% | −132−0.6% | Reduced |
| American National Insurance Co | 22,180 | $3.21M | 0.71% | −110,450−83.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,182 | $3.21M | 0.23% | 00.0% | Unchanged |
| Appleton Partners Inc | 22,249 | $3.22M | 0.24% | +1,422+6.8% | Added |
| Little House Capital LLC | 22,275 | $3.22M | 1.70% | +896+4.2% | Added |
| CFO4Life Group, LLC | 22,370 | $3.24M | 0.67% | −362−1.6% | Reduced |
| AMG National Trust Bank | 22,402 | $3.24M | 0.10% | +645+3.0% | Added |
| C2C Wealth Management, LLC | 22,433 | $3.25M | 0.47% | +22,433 | New |
| Telos Capital Management, Inc. | 22,454 | $3.25M | 0.41% | −659−2.9% | Reduced |
| Andesa Financial Management Inc. | 22,457 | $3.25M | 1.60% | +146+0.7% | Added |
| Thomasville National Bank | 22,461 | $3.25M | 0.31% | −330−1.4% | Reduced |
| Regal Investment Advisors LLC | 22,487 | $3.25M | 0.29% | −460−2.0% | Reduced |
| Family Legacy, Inc. | 22,644 | $3.27M | 1.33% | +518+2.3% | Added |
| Hall Capital Management Co Inc | 22,576 | $3.27M | 1.85% | −2,432−9.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 22,596 | $3.27M | 0.51% | −752−3.2% | Reduced |
| Private Trust Co NA | 22,683 | $3.28M | 0.45% | −3,289−12.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 22,708 | $3.29M | 0.19% | +3,232+16.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 22,810 | $3.30M | 0.16% | +629+2.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,832 | $3.30M | 2.16% | −115−0.5% | Reduced |
| International Assets Investment Management, LLC | 22,848 | $3.31M | 0.58% | +383+1.7% | Added |
| All Terrain Financial Advisors, LLC | 22,921 | $3.32M | 1.41% | −696−2.9% | Reduced |
| Waldron Private Wealth LLC | 22,848 | $3.32M | 0.16% | −240−1.0% | Reduced |
| Quattro Financial Advisors LLC | 22,958 | $3.32M | 1.17% | +5,637+32.5% | Added |
| Hyman Charles D | 22,968 | $3.32M | 0.21% | −369−1.6% | Reduced |
| Trinity Legacy Partners, LLC | 22,986 | $3.33M | 1.13% | +1,502+7.0% | Added |
| Paradigm Financial Partners, LLC | 23,017 | $3.33M | 0.70% | +1,586+7.4% | Added |
| Sound View Wealth Advisors Group, LLC | 23,193 | $3.36M | 0.63% | +850+3.8% | Added |
| Financial Advisory Partners, LLC | 23,227 | $3.36M | 1.23% | +23,227 | New |
| Cullen Capital Management LLC | 23,280 | $3.37M | 0.03% | +593+2.6% | Added |
| Parsons Capital Management Inc | 23,327 | $3.38M | 0.24% | +20+0.1% | Added |
| Pensionmark Financial Group, LLC | 24,826 | $3.38M | 0.71% | +148+0.6% | Added |
| NovaPoint Capital, LLC | 23,410 | $3.39M | 1.21% | +2,670+12.9% | Added |
| Kovack Advisors, Inc. | 23,434 | $3.39M | 0.33% | −1,353−5.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 23,699 | $3.43M | 0.47% | +1,102+4.9% | Added |
| Diversified Investment Strategies, LLC | 23,725 | $3.43M | 2.49% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 23,753 | $3.44M | 0.89% | −3,740−13.6% | Reduced |
| Legacy Capital Partners, Inc. | 23,752 | $3.44M | 1.11% | −3,025−11.3% | Reduced |
| IBM Retirement Fund | 23,880 | $3.46M | 0.43% | −16,585−41.0% | Reduced |
| Kavar Capital Partners Group, LLC | 23,914 | $3.46M | 0.72% | +1,397+6.2% | Added |