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 |
|---|---|---|---|---|---|
| Beach Investment Counsel Inc | 1,453 | $210.0K | 0.03% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,453 | $210.0K | 1.03% | +1,453 | New |
| Sigma Investment Counselors Inc | 1,460 | $211.0K | 0.01% | −70−4.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,457 | $211.0K | 0.00% | +1,457 | New |
| Emfo, LLC | 1,466 | $212.0K | 0.19% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,475 | $213.0K | 0.03% | +6+0.4% | Added |
| Optas, LLC | 1,477 | $213.0K | 0.06% | +10+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 1,470 | $213.0K | 0.02% | +1,470 | New |
| Blue Barn Wealth, LLC | 1,470 | $213.0K | 0.14% | +1,470 | New |
| Wealth Management Solutions, LLC | 1,469 | $213.0K | 0.11% | +1,469 | New |
| Carl P. Sherr & Co., LLC | 1,478 | $214.0K | 0.13% | −171−10.4% | Reduced |
| New England Professional Planning Group Inc. | 1,468 | $214.0K | 0.13% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 1,476 | $214.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 1,485 | $215.0K | 0.17% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,479 | $215.0K | 0.02% | +38+2.6% | Added |
| MAS Advisors LLC | 1,503 | $215.0K | 0.16% | +1,503 | New |
| Pegasus Partners Ltd. | 1,496 | $216.0K | 0.04% | −156−9.4% | Reduced |
| Bank of Nova Scotia Trust Co | 1,500 | $217.0K | 0.02% | −240−13.8% | Reduced |
| Willis Johnson & Associates, Inc. | 1,502 | $217.0K | 0.03% | −174−10.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,502 | $217.0K | 0.09% | +1,502 | New |
| Cohen Lawrence B | 1,510 | $218.0K | 0.09% | −4,293−74.0% | Reduced |
| Fort, L.P. | 1,507 | $218.0K | 0.07% | −3,359−69.0% | Reduced |
| TSFG, LLC | 1,505 | $218.0K | 0.08% | −78−4.9% | Reduced |
| Wagner Wealth Management, LLC | 1,511 | $219.0K | 0.17% | −126−7.7% | Reduced |
| Benedetti & Gucer, Inc. | 1,526 | $220.0K | 0.15% | −156−9.3% | Reduced |
| Affiance Financial, LLC | 1,519 | $220.0K | 0.09% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,522 | $220.0K | 0.10% | +1,522 | New |
| Partners in Financial Planning | 1,636 | $221.4K | 0.07% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,542 | $222.0K | 0.14% | +1,542 | New |
| Affinity Capital Advisors, LLC | 1,543 | $223.0K | 0.07% | −31−2.0% | Reduced |
| Geller Advisors LLC | 1,538 | $223.0K | 0.04% | −4−0.3% | Reduced |
| Old Point Trust & Financial Services N A | 1,538 | $223.0K | 0.09% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,540 | $223.0K | 0.10% | +1,540 | New |
| Clean Yield Group | 1,550 | $224.0K | 0.07% | −31−2.0% | Reduced |
| Autus Asset Management, LLC | 1,544 | $224.0K | 0.02% | +34+2.3% | Added |
| Okabena Investment Services Inc | 1,549 | $224.0K | 0.09% | +1,549 | New |
| Planned Solutions, Inc. | 1,545 | $224.0K | 0.15% | +1,545 | New |
| Sovereign Financial Group, Inc. | 1,552 | $224.0K | 0.09% | +1,552 | New |
| Broderick Brian C | 1,550 | $225.0K | 0.05% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,560 | $225.0K | 0.28% | +59+3.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,575 | $225.0K | 0.02% | +1,575 | New |
| Firestone Capital Management | 1,562 | $226.0K | 0.07% | 00.0% | Unchanged |
| Castellan Group, LLC | 1,564 | $226.0K | 0.16% | +1,564 | New |
| Collaborative Wealth Managment Inc. | 1,559 | $226.0K | 0.12% | +1,559 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,558 | $226.0K | 0.17% | +1,558 | New |
| Marotta Asset Management | 1,563 | $226.2K | 0.05% | +1,563 | New |
| Traphagen Investment Advisors LLC | 1,568 | $226.9K | 0.04% | +1,568 | New |
| Barry Investment Advisors, LLC | 1,563 | $227.0K | 0.06% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,562 | $227.0K | 0.07% | +1,562 | New |
| Gateway Advisory, LLC | 1,578 | $228.0K | 0.05% | −193−10.9% | Reduced |
| Atlas Private Wealth Advisors | 1,578 | $228.0K | 0.11% | +131+9.1% | Added |
| Financial Perspectives, Inc | 1,577 | $228.2K | 0.11% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,586 | $229.0K | 0.03% | −5,250−76.8% | Reduced |
| Oberweis Asset Management Inc | 1,581 | $229.0K | 0.04% | −130−7.6% | Reduced |
| Madison Asset Management, LLC | 1,583 | $229.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,606 | $229.0K | 0.15% | +515+47.2% | Added |
| Chesley Taft & Associates LLC | 1,591 | $230.0K | 0.01% | −12,200−88.5% | Reduced |
| Mokosak Advisory Group, LLC | 1,598 | $231.0K | 0.09% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,600 | $232.0K | 0.00% | −265−14.2% | Reduced |
| LGT Fund Management Co Ltd. | 1,600 | $232.0K | 0.07% | +1,600 | New |
| Avenir Corp | 1,607 | $233.0K | 0.02% | 00.0% | Unchanged |
| Leisure Capital Management | 1,609 | $233.0K | 0.11% | 00.0% | Unchanged |
| M. Kraus & Co | 1,619 | $234.0K | 0.07% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 1,617 | $234.0K | 0.15% | +104+6.9% | Added |
| Prentice Wealth Management LLC | 1,628 | $235.0K | 0.11% | +77+5.0% | Added |
| Roosevelt Investment Group LLC | 1,627 | $235.0K | 0.01% | +153+10.4% | Added |
| DFPG Investments, LLC | 1,664 | $235.0K | 0.10% | +1,664 | New |
| Meridian Financial Partners LLC | 1,630 | $235.0K | 0.16% | +1,630 | New |
| Pine Haven Investment Counsel, Inc | 1,625 | $235.0K | 0.22% | +1,625 | New |
| Arcus Capital Partners, LLC | 1,628 | $236.0K | 0.08% | −1,500−48.0% | Reduced |
| Tranquility Partners, LLC | 1,642 | $237.0K | 0.11% | −245−13.0% | Reduced |
| ForthRight Wealth Management, LLC | 1,635 | $237.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,641 | $237.0K | 0.07% | +32+2.0% | Added |
| HHM Wealth Advisors, LLC | 1,635 | $237.0K | 0.06% | +242+17.4% | Added |
| Vista Wealth Management Group, LLC | 1,649 | $239.0K | 0.04% | −198−10.7% | Reduced |
| Hayden Royal, LLC | 1,648 | $239.0K | 0.56% | −59−3.5% | Reduced |
| Mezzasalma Advisors, LLC | 1,650 | $239.0K | 0.13% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,650 | $239.0K | 0.03% | 00.0% | Unchanged |
| XR Securities LLC | 1,653 | $239.0K | 0.03% | +72+4.6% | Added |
| Round Rock Advisors, LLC | 1,653 | $239.0K | 0.11% | +1,653 | New |
| Financial Management Network Inc | 1,691 | $240.0K | 0.11% | −200−10.6% | Reduced |
| Burns J W & Co Inc | 1,662 | $240.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,662 | $240.0K | 0.10% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,664 | $241.0K | 0.05% | −208−11.1% | Reduced |
| Diversified, LLC | 1,664 | $241.0K | 0.10% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,665 | $241.0K | 0.04% | +87+5.5% | Added |
| Planning Center, Inc. | 1,710 | $241.0K | 0.19% | +1,710 | New |
| Financial Strategies Group, Inc. | 1,688 | $244.0K | 0.10% | −65−3.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,686 | $244.0K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,684 | $244.0K | 0.14% | +450+36.5% | Added |
| Horan Securities, Inc. | 1,686 | $244.0K | 0.15% | +1,686 | New |
| Revolve Wealth Partners, LLC | 1,683 | $244.0K | 0.07% | +1,683 | New |
| Reliant Investment Management, LLC | 1,693 | $245.0K | 0.10% | +80+5.0% | Added |
| Sadoff Investment Management LLC | 1,693 | $245.0K | 0.01% | +113+7.2% | Added |
| Condor Capital Management | 1,691 | $245.0K | 0.03% | +1,691 | New |
| West Wealth Group, LLC | 1,699 | $245.0K | 0.09% | +1,699 | New |
| Capital Wealth Alliance, LLC | 1,704 | $246.0K | 0.14% | −37−2.1% | Reduced |
| Yorktown Management & Research Co Inc | 1,700 | $246.0K | 0.17% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 1,705 | $246.0K | 0.23% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,703 | $246.0K | 0.05% | +35+2.1% | Added |