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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.

Institutional holdersQ4 2021: 2,733 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,921 institutionsQ1 2025: 3,883 institutionsQ2 2025: 3,977 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,415 institutionsQ1 2026: 4,468 institutionsQ2 2026: 4,426 institutions
Value heldQ4 2021: $127.6B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,426$336.1B
Q1 20264,468$360.0B
Q4 20254,415$325.6B
Q3 20254,031$288.8B
Q2 20253,977$275.7B
Q1 20253,883$247.6B
Q4 20243,921$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2021.

Institutions holding WMT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Pure Financial Advisors, Inc.2,419$350.0K0.02%+117+5.1%Added
Clarkston Capital Partners, LLC2,423$351.0K0.01%−266−9.9%Reduced
McLean Asset Management Corp2,450$351.0K0.14%−10−0.4%Reduced
Northwest Wealth Management, LLC2,426$351.0K0.16%−18−0.7%Reduced
Tufton Capital Management2,441$353.0K0.05%−15−0.6%Reduced
Demars Financial Group, LLC2,440$353.0K0.19%+75+3.2%Added
NuWave Investment Management, LLC2,438$353.0K0.40%+2,438New
Thompson Davis & Co., Inc.2,447$354.0K0.29%+2,447New
Mission Financial Group, LLC3,183$354.6K0.33%+3,183New
Founders Capital Management, LLC2,455$355.0K0.08%−42−1.7%Reduced
Brown Miller Wealth Management, LLC2,463$356.0K0.20%00.0%Unchanged
Stephens Consulting, LLC2,468$357.0K0.30%+2,468New
Avestar Capital, LLC2,466$358.0K0.07%+78+3.3%Added
Weaver Consulting Group2,480$359.0K0.17%00.0%Unchanged
Kolinsky Wealth Management, LLC2,481$359.0K0.33%+2,481New
Kercheville Advisors, LLC2,491$360.0K0.16%+1,000+67.1%Added
Rise Advisors, LLC2,494$360.9K0.34%+2,494New
Cross Staff Investments Inc2,492$361.0K0.32%+2,492New
Stonebridge Capital Management Inc2,500$362.0K0.13%00.0%Unchanged
Premier Asset Management LLC2,500$362.0K0.06%00.0%Unchanged
Community Bank of Raymore2,500$362.0K0.16%00.0%Unchanged
Rosenbaum Jay D.2,500$362.0K0.53%+2,500New
McGowan Group Asset Management, Inc.2,512$363.0K0.06%00.0%Unchanged
Coastline Trust Co2,512$363.0K0.04%+270+12.0%Added
Apeiron RIA LLC2,507$363.0K0.15%+2,507New
Karpas Strategies, LLC2,514$364.0K0.12%+441+21.3%Added
Vishria Bird Financial Group, LLC2,516$364.0K0.17%+2,516New
Front Barnett Associates LLC2,524$365.0K0.03%00.0%Unchanged
Washington Trust Bank2,528$366.0K0.04%−479−15.9%Reduced
RNC Capital Management LLC2,530$366.0K0.02%−65−2.5%Reduced
Sittner & Nelson, LLC2,527$366.0K0.21%+500+24.7%Added
Lafayette Investments, Inc.2,534$367.0K0.09%00.0%Unchanged
Beacon Financial Advisory LLC2,540$368.0K0.17%+532+26.5%Added
Versor Investments LP2,542$368.0K0.01%+1,025+67.6%Added
Carson Advisory Inc.2,541$368.0K0.37%+2,541New
Commons Capital, LLC2,545$368.0K0.36%+2,545New
Legacy Wealth Management, LLC2,550$369.0K0.19%00.0%Unchanged
Iowa State Bank2,555$370.0K0.09%00.0%Unchanged
MBA Advisors LLC2,559$370.0K0.23%+500+24.3%Added
Hobart Private Capital, LLC2,576$372.7K0.14%−4,125−61.6%Reduced
Mayflower Financial Advisors, LLC2,581$373.0K0.05%+63+2.5%Added
Winch Advisory Services, LLC2,580$373.0K0.12%+78+3.1%Added
Kaydan Wealth Management, Inc.2,578$373.1K0.14%+2,578New
Sicart Associates LLC2,600$374.0K0.10%00.0%Unchanged
Indie Asset Partners, LLC2,592$375.0K0.27%+72+2.9%Added
Van Cleef Asset Management,Inc2,600$376.0K0.05%−250−8.8%Reduced
Rather & Kittrell, Inc.2,600$376.0K0.33%+2,600New
Dixon Hughes Goodman Wealth Advisors LLC2,601$376.0K0.12%+2,601New
Kerntke Otto McGlone Wealth Management Group2,603$377.0K0.46%−106−3.9%Reduced
Redhawk Wealth Advisors, Inc.2,606$377.0K0.10%−73−2.7%Reduced
US Asset Management LLC2,603$377.0K0.36%00.0%Unchanged
Benchmark Investment Advisors LLC2,608$377.0K0.31%+2,608New
EverSource Wealth Advisors, LLC2,613$378.0K0.11%+2,613New
Peterson Wealth Services2,614$378.0K0.25%+2,614New
Formidable Asset Management, LLC2,645$379.0K0.07%−10.0%Reduced
Alpha Omega Wealth Management LLC2,603$379.0K0.06%+92+3.7%Added
Latitude Advisors, LLC2,635$381.0K0.11%+57+2.2%Added
Blueprint Investment Partners LLC2,636$381.4K0.09%+64+2.5%Added
Clarus Group, Inc.2,717$382.0K0.26%00.0%Unchanged
Ballast Advisors LLC2,642$382.0K0.15%+78+3.0%Added
Safeguard Investment Advisory Group, LLC2,651$383.0K0.22%+20+0.8%Added
Doman Group, LLC2,646$383.0K0.34%+2,646New
Middleton & Co Inc2,653$384.0K0.04%−259−8.9%Reduced
Five Oceans Advisors2,651$384.0K0.34%+193+7.9%Added
Maven Securities LTD2,653$384.0K0.05%+525+24.7%Added
Cladis Investment Advisory, LLC2,657$384.5K0.31%+2,657New
Truvestments Capital LLC2,670$386.0K0.19%00.0%Unchanged
Cobblestone Capital Advisors LLC2,665$386.0K0.02%+578+27.7%Added
JBJ Investment Partners, LLC2,676$387.0K0.08%00.0%Unchanged
Boyd Watterson Asset Management LLC2,681$388.0K0.13%−24−0.9%Reduced
CCG Wealth Management, LLC2,688$389.0K0.20%−54−2.0%Reduced
Elk River Wealth Management, LLC2,701$392.0K0.09%+2,701New
Taylor Hoffman Wealth Management2,717$393.0K0.15%−199−6.8%Reduced
Shikiar Asset Management Inc2,720$394.0K0.10%−855−23.9%Reduced
Chilton Investment Co LLC2,721$394.0K0.01%00.0%Unchanged
First Fiduciary Investment Counsel, Inc.2,730$395.0K0.07%00.0%Unchanged
Landscape Capital Management, L.L.C.2,735$396.0K0.06%−61−2.2%Reduced
Silicon Hills Wealth Management, LLC2,734$396.0K0.25%00.0%Unchanged
Ci Investments Inc.2,738$396.0K0.00%+65+2.4%Added
North Star Asset Management Inc2,744$397.0K0.02%−50−1.8%Reduced
Firethorn Wealth Partners, LLC2,743$397.0K0.30%+2,743New
Fulton Breakefield Broenniman LLC2,759$399.0K0.03%00.0%Unchanged
Corsicana & Co.2,757$399.0K0.24%00.0%Unchanged
S.E.E.D. Planning Group LLC2,759$399.0K0.17%+2,759New
Transparent Wealth Partners LLC2,759$399.0K0.30%+2,759New
BLB&B Advisors, LLC2,767$400.0K0.03%−45−1.6%Reduced
Fortem Financial Group, LLC2,765$400.0K0.18%−34−1.2%Reduced
Smart Money Group LLC2,762$400.0K0.26%−27−1.0%Reduced
Willner & Heller, LLC2,870$400.0K0.53%+2,870New
Fiducient Advisors LLC2,771$402.0K0.12%+2,771New
ASB Consultores, LLC2,781$402.0K0.20%+2,781New
Acorn Financial Advisory Services Inc2,782$403.0K0.08%+37+1.3%Added
Cutter & CO Brokerage, Inc.2,784$403.0K0.11%+100+3.7%Added
SOA Wealth Advisors, LLC.2,830$405.0K0.10%−101−3.4%Reduced
Zhang Financial LLC2,800$405.0K0.07%+1,140+68.7%Added
Circle Wealth Management, LLC2,812$407.0K0.05%−645−18.7%Reduced
Newman & Schimel, LLC2,815$407.0K0.23%−102−3.5%Reduced
Garrison Point Advisors, LLC2,813$407.0K0.27%00.0%Unchanged
Private Asset Management Inc2,816$407.0K0.05%+50+1.8%Added
Alpha Paradigm Partners, LLC2,810$407.0K0.16%+2,810New