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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Hummer Financial Advisory Services Inc | 2,055 | $298.0K | 0.25% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,057 | $298.0K | 0.05% | +369+21.9% | Added |
| Atticus Wealth Management, LLC | 2,057 | $298.0K | 0.12% | +866+72.7% | Added |
| Cabot Wealth Management Inc | 2,067 | $299.0K | 0.04% | +30+1.5% | Added |
| First Quadrant L P | 2,066 | $299.0K | 0.03% | +69+3.5% | Added |
| Relyea Zuckerberg Hanson LLC | 2,130 | $299.0K | 0.11% | +243+12.9% | Added |
| Abacus Wealth Partners, LLC | 2,068 | $299.2K | 0.11% | −171−7.6% | Reduced |
| Financial Network Wealth Management LLC | 2,070 | $300.0K | 0.15% | −19−0.9% | Reduced |
| Cedrus LLC | 2,081 | $301.2K | 0.29% | +2,081 | New |
| Claris Advisors, LLC | 2,090 | $302.0K | 0.32% | +2,090 | New |
| Ellevest, Inc. | 2,096 | $303.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,102 | $304.0K | 0.06% | 00.0% | Unchanged |
| New Century Advisors, LLC | 2,100 | $304.0K | 0.29% | +2,100 | New |
| Waypoint Capital Advisors, LLC | 2,100 | $304.0K | 0.21% | +2,100 | New |
| 1620 Investment Advisors, Inc. | 2,100 | $304.0K | 0.34% | +2,100 | New |
| Bulltick Wealth Management, LLC | 2,100 | $304.9K | 0.06% | −50−2.3% | Reduced |
| Sage Rhino Capital LLC | 2,106 | $305.0K | 0.09% | +32+1.5% | Added |
| Strategic Wealth Designers | 2,109 | $305.0K | 0.08% | +2,109 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,113 | $306.0K | 0.02% | −1,530−42.0% | Reduced |
| Biechele Royce Advisors | 2,113 | $306.0K | 0.12% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 2,127 | $308.0K | 0.06% | +2,127 | New |
| Pettinga Financial Advisors, LLC | 2,137 | $309.0K | 0.08% | −823−27.8% | Reduced |
| David J Yvars Group | 2,135 | $309.0K | 0.19% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 2,138 | $309.0K | 0.28% | +2,138 | New |
| Norway Savings Bank | 2,141 | $310.0K | 0.14% | −50−2.3% | Reduced |
| Petrus Trust Company, LTA | 2,146 | $311.0K | 0.04% | −44,792−95.4% | Reduced |
| Barrett Asset Management, LLC | 2,151 | $311.0K | 0.01% | +57+2.7% | Added |
| Pinnacle Family Advisors, LLC | 2,147 | $311.0K | 0.14% | +235+12.3% | Added |
| D. Scott Neal, Inc. | 2,157 | $312.0K | 0.12% | −45−2.0% | Reduced |
| Relative Value Partners Group, LLC | 2,150 | $312.0K | 0.02% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 2,158 | $312.0K | 0.16% | +649+43.0% | Added |
| Buckley Wealth Management, LLC | 2,166 | $313.0K | 0.09% | +231+11.9% | Added |
| SRS Capital Advisors, Inc. | 2,161 | $313.0K | 0.04% | +360+20.0% | Added |
| Advisors Management Group Inc | 2,169 | $314.0K | 0.09% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 2,170 | $314.0K | 0.14% | +50+2.4% | Added |
| American Institute for Advanced Investment Management, LLP | 2,170 | $314.0K | 0.21% | +110+5.3% | Added |
| German American Bancorp, Inc. | 2,193 | $317.0K | 0.04% | 00.0% | Unchanged |
| Clark Financial Advisors | 2,193 | $317.0K | 0.26% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,191 | $317.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,185 | $317.0K | 0.07% | +98+4.7% | Added |
| Addison Advisors LLC | 2,189 | $317.0K | 0.20% | +1,855+555.4% | Added |
| Bernardo Wealth Planning LLC | 2,194 | $317.0K | 0.15% | +2,194 | New |
| New Millennium Group LLC | 2,188 | $317.0K | 0.24% | +2,188 | New |
| Westbourne Investment Advisors, Inc. | 2,197 | $318.0K | 0.12% | −500−18.5% | Reduced |
| Signet Financial Management, LLC | 2,198 | $318.0K | 0.05% | −133−5.7% | Reduced |
| Briggs Advisory Group, Inc. | 2,208 | $319.0K | 0.22% | +2,208 | New |
| Crescent Grove Advisors, LLC | 2,201 | $320.0K | 0.03% | −677−23.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,214 | $320.0K | 0.02% | −87−3.8% | Reduced |
| Oxler Private Wealth LLC | 2,215 | $320.0K | 0.13% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,209 | $320.0K | 0.02% | +2,209 | New |
| Paulson Wealth Management Inc. | 2,220 | $321.0K | 0.14% | −1,807−44.9% | Reduced |
| Wealth Management Partners, LLC | 2,000 | $321.0K | 0.22% | −268−11.8% | Reduced |
| Planning Directions Inc | 2,220 | $321.0K | 0.21% | +200+9.9% | Added |
| RDA Financial Network | 2,224 | $322.0K | 0.13% | +30+1.4% | Added |
| EPG Wealth Management LLC | 2,228 | $322.0K | 0.11% | +214+10.6% | Added |
| Blue Bell Private Wealth Management, LLC | 2,224 | $322.0K | 0.08% | +2,224 | New |
| Minot Wealth Management LLC | 2,230 | $323.0K | 0.06% | −64−2.8% | Reduced |
| Pitti Group Wealth Management, LLC | 2,234 | $323.0K | 0.36% | +2,234 | New |
| Van Strum & Towne Inc. | 2,247 | $325.0K | 0.12% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 2,246 | $325.0K | 0.01% | +27+1.2% | Added |
| Hamilton Capital, LLC | 2,245 | $325.0K | 0.03% | +463+26.0% | Added |
| BancFirst Trust & Investment Management | 2,250 | $325.0K | 0.25% | +2,250 | New |
| Vivid Financial Management, Inc. | 2,251 | $326.0K | 0.12% | +63+2.9% | Added |
| Guyasuta Investment Advisors Inc | 2,251 | $326.0K | 0.02% | +150+7.1% | Added |
| Wealth Advisors of Iowa, LLC | 2,250 | $326.0K | 0.18% | +2,250 | New |
| Verus Financial Partners, Inc. | 2,268 | $328.0K | 0.04% | −194−7.9% | Reduced |
| Accredited Investors Inc. | 2,276 | $329.0K | 0.03% | +24+1.1% | Added |
| LVZ Advisors, Inc. | 2,273 | $329.0K | 0.04% | +255+12.6% | Added |
| Beaird Harris Wealth Management, LLC | 2,276 | $329.0K | 0.12% | +2,276 | New |
| Ullmann Financial Group, Inc. | 2,283 | $330.0K | 0.09% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 2,285 | $330.6K | 0.38% | +2,285 | New |
| Cypress Asset Management Inc | 2,288 | $331.0K | 0.08% | +48+2.1% | Added |
| Gemmer Asset Management LLC | 2,293 | $332.0K | 0.04% | −412−15.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,292 | $332.0K | 0.26% | +2,292 | New |
| Aquatic Capital Management LLC | 2,300 | $333.0K | 0.64% | +2,300 | New |
| Cannon Financial Strategists, Inc. | 2,303 | $333.2K | 0.12% | −250−9.8% | Reduced |
| Keystone Wealth Services, LLC | 2,305 | $334.0K | 0.14% | +2,305 | New |
| Fernwood Investment Management, LLC | 2,318 | $335.0K | 0.11% | −125−5.1% | Reduced |
| One + One Wealth Management, LLC | 2,322 | $336.0K | 0.23% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2,320 | $336.0K | 0.17% | +25+1.1% | Added |
| Integrated Investment Consultants, LLC | 2,324 | $336.0K | 0.09% | +166+7.7% | Added |
| Wealth Dimensions Group, Ltd. | 2,327 | $337.0K | 0.17% | −52−2.2% | Reduced |
| Bell Bank | 2,339 | $338.0K | 0.04% | 00.0% | Unchanged |
| Capital Square, LLC | 2,362 | $339.0K | 0.23% | +5+0.2% | Added |
| Center for Financial Planning, Inc. | 2,341 | $339.0K | 0.07% | +151+6.9% | Added |
| Exchange Capital Management, Inc. | 2,353 | $340.0K | 0.06% | −58−2.4% | Reduced |
| Sierra Capital LLC | 2,353 | $340.0K | 0.05% | +1,170+98.9% | Added |
| Nixon Peabody Trust Co | 2,347 | $340.0K | 0.10% | +2,347 | New |
| McAdam, LLC | 2,365 | $342.0K | 0.03% | +31+1.3% | Added |
| River Wealth Advisors LLC | 2,360 | $342.0K | 0.05% | +417+21.5% | Added |
| Financial Advisors Network, Inc. | 2,372 | $343.0K | 0.08% | −66−2.7% | Reduced |
| First Business Financial Services, Inc. | 2,373 | $343.0K | 0.04% | +200+9.2% | Added |
| Stewart & Patten Co LLC | 2,376 | $344.0K | 0.05% | −200−7.8% | Reduced |
| CenterBook Partners LP | 2,377 | $344.0K | 0.20% | +2,377 | New |
| Ssi Investment Management LLC | 2,381 | $346.0K | 0.02% | −5−0.2% | Reduced |
| Osborne Partners Capital Management, LLC | 2,393 | $346.0K | 0.03% | +152+6.8% | Added |
| Arbor Wealth Management, LLC | 2,393 | $346.0K | 0.08% | +603+33.7% | Added |
| Paragon Capital Management LLC | 2,408 | $348.0K | 0.18% | −98−3.9% | Reduced |
| Aurora Private Wealth, Inc. | 2,422 | $350.0K | 0.15% | −160−6.2% | Reduced |
| Fairhaven Wealth Management, LLC | 2,421 | $350.0K | 0.14% | 00.0% | Unchanged |