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 7 sales; 4,426 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
- +289 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
- 111
- 901 more reduced
45 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Lake Point Wealth Management | 510 | $74.0K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 509 | $74.0K | 0.04% | +509 | New |
| Carolina Wealth Advisors, LLC | 538 | $78.0K | 0.04% | −511−48.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 544 | $79.0K | 0.03% | +100+22.5% | Added |
| Cedar Mountain Advisors, LLC | 554 | $80.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 558 | $81.0K | 0.03% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 584 | $84.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 592 | $85.7K | 0.04% | +592 | New |
| Column Capital Advisors, LLC | 600 | $87.0K | 0.02% | −207−25.7% | Reduced |
| Perkins Coie Trust Co | 600 | $87.0K | 0.03% | −16−2.6% | Reduced |
| PYA Waltman Capital, LLC | 599 | $87.0K | 0.04% | +599 | New |
| Mascoma Wealth Management LLC | 609 | $88.0K | 0.03% | +8+1.3% | Added |
| CKW Financial Group | 622 | $90.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 630 | $91.0K | 0.04% | +20+3.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 637 | $92.0K | 0.05% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 641 | $93.0K | 0.02% | +33+5.4% | Added |
| Schubert & Co | 649 | $94.0K | 0.10% | +649 | New |
| PrairieView Partners, LLC | 672 | $97.0K | 0.01% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 673 | $97.0K | 0.07% | +673 | New |
| Earnest Partners LLC | 687 | $99.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 700 | $101.0K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 705 | $102.0K | 0.01% | −105−13.0% | Reduced |
| Burleson & Company, LLC | 707 | $102.0K | 0.01% | +2+0.3% | Added |
| Masso Torrence Wealth Management Inc. | 707 | $102.0K | 0.07% | +707 | New |
| Cranbrook Wealth Management, LLC | 715 | $103.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 713 | $103.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 730 | $105.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 740 | $107.0K | 0.06% | −50−6.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 740 | $107.0K | 0.02% | +740 | New |
| CarsonAllaria Wealth Management, Ltd. | 742 | $107.0K | 0.09% | +742 | New |
| MUFG Securities EMEA plc | 753 | $109.0K | 0.00% | −409,560−99.8% | Reduced |
| Baron Financial Group, LLC | 765 | $110.7K | 0.06% | 00.0% | Unchanged |
| AIA Group Ltd | 797 | $115.0K | 0.01% | −8,888−91.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 836 | $115.0K | 0.06% | +1+0.1% | Added |
| Howe & Rusling Inc | 792 | $115.0K | 0.01% | −74−8.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 806 | $117.0K | 0.09% | +806 | New |
| West Bancorporation Inc | 817 | $118.0K | 0.09% | +817 | New |
| WFA Asset Management Corp | 822 | $118.9K | 0.08% | +822 | New |
| Garde Capital, Inc. | 820 | $119.0K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 823 | $119.0K | 0.06% | +823 | New |
| Cohen & Steers, Inc. | 852 | $123.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 859 | $124.0K | 0.01% | −168−16.4% | Reduced |
| Mizuho Securities Co. Ltd. | 854 | $124.0K | 0.04% | +601+237.5% | Added |
| KRS Capital Management, LLC | 870 | $125.0K | 0.11% | +870 | New |
| Tarbox Family Office, Inc. | 872 | $126.0K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 880 | $127.0K | 0.09% | +880 | New |
| Covestor Ltd | 882 | $128.0K | 0.18% | +882 | New |
| Blume Capital Management, Inc. | 900 | $130.0K | 0.04% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 897 | $130.0K | 0.04% | +897 | New |
| Retirement Group, LLC | 904 | $131.0K | 0.06% | −4,728−83.9% | Reduced |
| Key Financial Inc | 917 | $133.0K | 0.07% | −100−9.8% | Reduced |
| Seldon Capital LP | 918 | $133.0K | 0.09% | +918 | New |
| Miller Wealth Advisors, LLC | 942 | $136.0K | 0.09% | +942 | New |
| Avion Wealth | 969 | $140.0K | 0.04% | +170+21.3% | Added |
| Riverview Trust Co | 987 | $143.0K | 0.08% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,024 | $148.0K | 0.03% | −161−13.6% | Reduced |
| Evolution Advisers, Inc. | 1,022 | $148.0K | 0.11% | +1,022 | New |
| Core Wealth Advisors, Inc. | 1,027 | $149.0K | 0.09% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,037 | $150.0K | 0.08% | +1,037 | New |
| Newfound Research LLC | 1,042 | $151.0K | 0.18% | +629+152.3% | Added |
| Accel Wealth Management | 1,052 | $152.0K | 0.07% | +17+1.6% | Added |
| Strengthening Families & Communities, LLC | 6,913 | $161.0K | 0.12% | +6,913 | New |
| Simon Quick Advisors, LLC | 1,142 | $165.0K | 0.04% | +243+27.0% | Added |
| Crewe Advisors LLC | 1,161 | $168.0K | 0.03% | +664+133.6% | Added |
| Twin Lakes Capital Management, LLC | 1,166 | $169.0K | 0.09% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,186 | $172.0K | 0.13% | +69+6.2% | Added |
| Semmax Financial Advisors Inc. | 1,191 | $172.0K | 0.06% | +556+87.6% | Added |
| Maryland Capital Advisors Inc. | 1,225 | $177.0K | 0.15% | +1,225 | New |
| Bivin & Associates, Inc. | 1,235 | $179.0K | 0.16% | +1,235 | New |
| Bogart Wealth, LLC | 1,249 | $181.0K | 0.02% | −7−0.6% | Reduced |
| Western Pacific Wealth Management, LP | 1,350 | $195.0K | 0.13% | +1,350 | New |
| O'Dell Group, LLC | 1,367 | $198.0K | 0.06% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,372 | $199.0K | 0.09% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,390 | $201.0K | 0.02% | −250−15.2% | Reduced |
| Meridian Wealth Partners, LLC | 1,388 | $201.0K | 0.04% | +84+6.4% | Added |
| Augustine Asset Management Inc | 1,390 | $201.0K | 0.10% | +1,390 | New |
| Garrison Bradford & Associates Inc | 1,388 | $201.0K | 0.18% | +1,388 | New |
| West Coast Financial LLC | 1,390 | $201.0K | 0.03% | +1,390 | New |
| East Coast Asset Management, LLC. | 1,392 | $201.0K | 0.04% | +1,392 | New |
| Torray LLC | 1,398 | $202.0K | 0.03% | +1,398 | New |
| Summitry LLC | 1,396 | $202.0K | 0.01% | +1,396 | New |
| DC Investments Management, LLC | 1,393 | $202.0K | 0.29% | +1,393 | New |
| Omnia Family Wealth, LLC | 1,391 | $202.0K | 0.12% | +1,391 | New |
| Bond & Devick Financial Network, Inc. | 1,397 | $202.0K | 0.15% | +1,397 | New |
| Pacific Capital Wealth Advisors, Inc | 1,404 | $203.0K | 0.06% | −81−5.5% | Reduced |
| Cheviot Value Management, LLC | 1,406 | $203.0K | 0.05% | −65−4.4% | Reduced |
| Crew Capital Management, Ltd. | 1,400 | $203.0K | 0.17% | +1,400 | New |
| TriaGen Wealth Management LLC | 1,407 | $204.0K | 0.10% | +1,407 | New |
| JJJ Advisors Inc. | 1,422 | $206.0K | 0.06% | −144−9.2% | Reduced |
| Future Financial Wealth Managment LLC | 1,425 | $206.0K | 0.16% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 1,426 | $206.0K | 0.07% | +1,426 | New |
| Ategra Capital Management, LLC | 1,425 | $206.2K | 0.09% | +1,425 | New |
| Kessler Investment Group, LLC | 1,437 | $208.0K | 0.12% | −23,145−94.2% | Reduced |
| Granite Bay Wealth Management, LLC | 1,440 | $208.0K | 0.21% | +1,440 | New |
| Clear Creek Financial Management, LLC | 1,444 | $209.0K | 0.03% | −441−23.4% | Reduced |
| LVM Capital Management Ltd | 1,445 | $209.0K | 0.03% | +1,445 | New |
| Capital Market Strategies LLC | 1,446 | $209.0K | 0.17% | +1,446 | New |
| Golden Green, Inc. | 1,449 | $210.0K | 0.17% | −1,821−55.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,448 | $210.0K | 0.11% | −487−25.2% | Reduced |
| BCJ Capital Management, LLC | 1,451 | $210.0K | 0.02% | −374−20.5% | Reduced |