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 |
|---|---|---|---|---|---|
| NCM Capital Management, LLC | 1,702 | $246.0K | 0.22% | +1,702 | New |
| West Paces Advisors Inc. | 1,701 | $246.1K | 0.08% | −181−9.6% | Reduced |
| Avalon Investment & Advisory | 1,707 | $247.0K | 0.01% | −200−10.5% | Reduced |
| Applied Capital LLC | 1,708 | $247.0K | 0.20% | −178−9.4% | Reduced |
| Camarda Financial Advisors, LLC | 1,710 | $247.0K | 0.14% | +191+12.6% | Added |
| Gsa Capital Partners LLP | 1,725 | $250.0K | 0.03% | −3,976−69.7% | Reduced |
| Hohimer Wealth Management, LLC | 1,730 | $250.0K | 0.05% | −50−2.8% | Reduced |
| Investment Management of Virginia LLC | 1,725 | $250.0K | 0.04% | 00.0% | Unchanged |
| Montis Financial, LLC | 1,730 | $250.0K | 0.18% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,731 | $250.0K | 0.22% | +1,731 | New |
| Maple Capital Management, Inc. | 1,739 | $252.0K | 0.03% | +38+2.2% | Added |
| Engrave Wealth Partners LLC | 1,758 | $254.0K | 0.07% | −83−4.5% | Reduced |
| Larson Financial Group LLC | 1,762 | $255.0K | 0.04% | +224+14.6% | Added |
| Renaissance Investment Group LLC | 1,770 | $256.0K | 0.06% | +226+14.6% | Added |
| Compass Ion Advisors, LLC | 1,774 | $257.0K | 0.08% | −76−4.1% | Reduced |
| Matrix Asset Advisors Inc | 1,784 | $258.0K | 0.03% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,780 | $258.0K | 0.06% | +80+4.7% | Added |
| Capital Advisors, Ltd. LLC | 1,781 | $258.0K | 0.04% | +113+6.8% | Added |
| Financial Sense Advisors, Inc. | 1,793 | $259.0K | 0.09% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,795 | $260.0K | 0.04% | −180−9.1% | Reduced |
| McIlrath & Eck, LLC | 1,800 | $260.0K | 0.07% | −30−1.6% | Reduced |
| Sym Financial Corp | 1,794 | $260.0K | 0.10% | −13−0.7% | Reduced |
| Evolution Wealth Advisors, LLC | 1,800 | $260.0K | 0.05% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,794 | $260.0K | 0.01% | +1,794 | New |
| Amplius Wealth Advisors, LLC | 1,800 | $260.0K | 0.04% | +1,800 | New |
| Prosperity Consulting Group, LLC | 1,845 | $260.0K | 0.20% | +1,845 | New |
| WP Advisors, LLC | 1,801 | $261.0K | 0.11% | +30+1.7% | Added |
| Davidson Trust Co | 1,801 | $261.0K | 0.18% | +179+11.0% | Added |
| Marietta Investment Partners LLC | 1,810 | $262.0K | 0.06% | −72−3.8% | Reduced |
| Commerzbank Aktiengesellschaft | 1,810 | $262.0K | 0.01% | +1,810 | New |
| LWM Advisory Services, LLC | 1,813 | $262.0K | 0.32% | +1,813 | New |
| Mondrian Investment Partners LTD | 1,820 | $263.0K | 0.01% | +265+17.0% | Added |
| Personal Wealth Partners | 1,827 | $264.0K | 0.11% | 00.0% | Unchanged |
| TL Private Wealth | 1,934 | $265.0K | 0.15% | +2+0.1% | Added |
| Parcion Private Wealth LLC | 1,825 | $265.0K | 0.02% | −169−8.5% | Reduced |
| Iron Financial, LLC | 1,829 | $265.0K | 0.12% | +47+2.6% | Added |
| Grant/GrossMendelsohn, LLC | 1,845 | $266.0K | 0.21% | +7+0.4% | Added |
| DMG Group, LLC | 1,959 | $266.0K | 0.23% | +1,959 | New |
| Klingenstein Fields & Co LP | 1,852 | $268.0K | 0.01% | −1,796−49.2% | Reduced |
| Versant Capital Management, Inc | 1,851 | $268.0K | 0.09% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,854 | $268.0K | 0.05% | +1,854 | New |
| Stegent Equity Advisors, Inc. | 1,857 | $270.0K | 0.22% | +1,857 | New |
| Camden Capital, LLC | 1,873 | $271.0K | 0.06% | −2,250−54.6% | Reduced |
| Navellier & Associates Inc | 1,872 | $271.0K | 0.04% | −200−9.7% | Reduced |
| Columbus Macro, LLC | 1,879 | $273.0K | 0.09% | −142−7.0% | Reduced |
| First National Bank | 1,882 | $273.0K | 0.24% | −35−1.8% | Reduced |
| Howard Financial Services, Ltd. | 1,890 | $273.0K | 0.08% | −30−1.6% | Reduced |
| Sawyer & Company, Inc | 1,894 | $274.0K | 0.12% | −11−0.6% | Reduced |
| Bluesphere Advisors, LLC | 1,893 | $274.0K | 0.23% | 00.0% | Unchanged |
| SP Asset Management | 1,950 | $275.0K | 0.03% | +6+0.3% | Added |
| ERn Financial, LLC | 1,897 | $275.0K | 0.06% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 1,908 | $276.0K | 0.16% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,905 | $276.0K | 0.06% | +14+0.7% | Added |
| Gladius Capital Management LP | 1,908 | $277.0K | 0.09% | −1,611−45.8% | Reduced |
| Ethic Inc. | 1,915 | $277.0K | 0.02% | −358−15.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,914 | $277.0K | 0.08% | −215−10.1% | Reduced |
| NinePointTwo Capital | 1,921 | $277.0K | 0.09% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 1,917 | $277.0K | 0.05% | +1,917 | New |
| Altus Wealth Group LLC | 1,922 | $278.0K | 0.23% | −1−0.1% | Reduced |
| Goepper Burkhardt LLC | 1,920 | $278.0K | 0.17% | 00.0% | Unchanged |
| Element Wealth, LLC | 1,918 | $278.0K | 0.21% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,918 | $278.0K | 0.02% | +45+2.4% | Added |
| Lauterbach Financial Advisors, LLC | 1,925 | $278.0K | 0.25% | +1,925 | New |
| Insight Folios Inc | 1,947 | $282.0K | 0.13% | +88+4.7% | Added |
| BCS Wealth Management | 1,958 | $283.0K | 0.10% | +170+9.5% | Added |
| Wayfinding Financial, LLC | 2,085 | $283.0K | 0.23% | +2,085 | New |
| Sutton Wealth Advisors Inc. | 1,963 | $284.0K | 0.09% | +183+10.3% | Added |
| Rockwood Wealth Management, LLC | 1,969 | $284.9K | 0.13% | +1,969 | New |
| Peachtree Investment Partners, LLC | 1,972 | $285.0K | 0.12% | −54−2.7% | Reduced |
| DGS Capital Management, LLC | 1,971 | $285.0K | 0.18% | +1,971 | New |
| Arcadia Investment Management Corp | 1,977 | $286.0K | 0.05% | +256+14.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,980 | $286.0K | 0.02% | +1,980 | New |
| Northside Capital Management, LLC | 1,986 | $287.0K | 0.08% | −600−23.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 1,990 | $287.0K | 0.18% | +400+25.2% | Added |
| Silicon Valley Capital Partners | 2,000 | $289.0K | 0.05% | −257−11.4% | Reduced |
| Concentric Wealth Management, LLC | 2,000 | $289.0K | 0.08% | −200−9.1% | Reduced |
| Centerpoint Advisors, LLC | 2,000 | $289.0K | 0.13% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $289.0K | 0.23% | 00.0% | Unchanged |
| S&CO Inc | 2,000 | $289.0K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,987 | $289.0K | 0.08% | +100+5.3% | Added |
| MinichMacGregor Wealth Management, LLC | 2,008 | $290.0K | 0.09% | −162−7.5% | Reduced |
| Colrain Capital LLC | 2,000 | $290.0K | 0.47% | 00.0% | Unchanged |
| Aire Advisors, LLC | 2,007 | $290.0K | 0.13% | +2,007 | New |
| Southland Equity Partners LLC | 2,008 | $290.5K | 0.12% | +106+5.6% | Added |
| Wedgewood Investors Inc | 2,010 | $291.0K | 0.34% | −100−4.7% | Reduced |
| Alta Wealth Advisors LLC | 2,011 | $291.0K | 0.18% | +2,011 | New |
| United Asset Strategies, Inc. | 2,020 | $292.0K | 0.03% | +126+6.7% | Added |
| Evermay Wealth Management LLC | 2,020 | $292.0K | 0.05% | +335+19.9% | Added |
| DRW Securities, LLC | 2,020 | $292.0K | 0.03% | +2,020 | New |
| Objective Capital Management, LLC | 2,015 | $292.0K | 0.21% | +2,015 | New |
| Outlook Wealth Advisors, LLC | 2,032 | $294.0K | 0.09% | −96−4.5% | Reduced |
| Sloy Dahl & Holst, LLC | 2,109 | $294.0K | 0.06% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 2,036 | $295.0K | 0.21% | −100−4.7% | Reduced |
| Armstrong Henry H Associates Inc | 2,037 | $295.0K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,037 | $295.0K | 0.06% | +24+1.2% | Added |
| Round Table Services, LLC | 2,047 | $296.0K | 0.06% | +385+23.2% | Added |
| Flaharty Asset Management, LLC | 2,054 | $297.0K | 0.05% | −73−3.4% | Reduced |
| Schwartz Investment Counsel Inc | 2,050 | $297.0K | 0.01% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,050 | $297.0K | 0.15% | +2,050 | New |
| Schaper Benz & Wise Investment Counsel Inc | 2,059 | $298.0K | 0.02% | 00.0% | Unchanged |