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 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 2,818 | $408.0K | 0.00% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 2,822 | $408.0K | 0.14% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 2,821 | $408.0K | 0.27% | +2,821 | New |
| First City Capital Management, Inc. | 2,932 | $409.0K | 0.23% | −97−3.2% | Reduced |
| Chelsea Counsel Co | 2,826 | $409.0K | 0.18% | 00.0% | Unchanged |
| United Bank | 2,827 | $409.0K | 0.22% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 2,835 | $410.0K | 0.47% | −527−15.7% | Reduced |
| Widmann Financial Services, Inc. | 2,839 | $410.0K | 0.34% | +2,839 | New |
| Quent Capital, LLC | 2,834 | $410.0K | 0.09% | +2,834 | New |
| Sterling Manor Financial, LLC | 2,849 | $412.0K | 0.32% | +443+18.4% | Added |
| Austin Asset Management Co Inc | 2,849 | $412.0K | 0.13% | +2,849 | New |
| Childress Capital Advisors, LLC | 2,860 | $414.0K | 0.17% | −151−5.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,864 | $414.0K | 0.15% | −100−3.4% | Reduced |
| TFG Advisers LLC | 2,862 | $414.0K | 0.18% | −66−2.3% | Reduced |
| Watchman Group, Inc. | 2,860 | $414.0K | 0.22% | +2,860 | New |
| Trail Ridge Investment Advisors, LLC | 2,858 | $414.0K | 0.25% | +2,858 | New |
| First Citizens Financial Corp | 2,869 | $415.0K | 0.30% | −59−2.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,889 | $416.0K | 0.12% | −3,575−55.3% | Reduced |
| Renasant Bank | 2,873 | $416.0K | 0.28% | −2,120−42.5% | Reduced |
| Summit Financial, LLC | 2,865 | $416.1K | 0.03% | +218+8.2% | Added |
| TRUE Private Wealth Advisors | 2,887 | $417.0K | 0.06% | −249−7.9% | Reduced |
| Rosenberg Matthew Hamilton | 2,892 | $418.0K | 0.15% | −373−11.4% | Reduced |
| Buffington Mohr McNeal | 2,894 | $419.0K | 0.07% | −1,050−26.6% | Reduced |
| Aveo Capital Partners, LLC | 2,904 | $420.0K | 0.08% | −173−5.6% | Reduced |
| Shepherd Financial Partners LLC | 2,914 | $420.0K | 0.07% | +30+1.0% | Added |
| Capital One Financial Corp | 2,910 | $421.0K | 0.05% | +59+2.1% | Added |
| WealthTrust Axiom LLC | 2,920 | $422.0K | 0.13% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,922 | $423.0K | 0.11% | +250+9.4% | Added |
| ELCO Management Co., LLC | 2,928 | $424.0K | 0.30% | −675−18.7% | Reduced |
| True Link Financial Advisors, LLC | 834 | $425.0K | 0.06% | −101−10.8% | Reduced |
| Lantz Financial LLC | 2,935 | $425.0K | 0.20% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 2,937 | $425.0K | 0.25% | +2,937 | New |
| Royal Capital Wealth Management, LLC | 2,945 | $426.0K | 0.41% | +2,945 | New |
| Grace & White Inc | 2,950 | $427.0K | 0.08% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 2,954 | $427.0K | 0.34% | +148+5.3% | Added |
| Bridgewater Advisors Inc. | 2,959 | $428.0K | 0.09% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,960 | $428.0K | 0.28% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,965 | $429.0K | 0.03% | +411+16.1% | Added |
| Wrapmanager Inc | 2,962 | $429.0K | 0.11% | +1,213+69.4% | Added |
| Oxford Financial Group Ltd | 2,969 | $430.0K | 0.05% | +229+8.4% | Added |
| Ridgecrest Wealth Partners, LLC | 2,980 | $431.0K | 0.21% | +83+2.9% | Added |
| Alhambra Investment Partners LLC | 2,987 | $432.0K | 0.30% | −365−10.9% | Reduced |
| LBMC Investment Advisors, LLC | 2,987 | $432.0K | 0.04% | +60+2.0% | Added |
| JNBA Financial Advisors | 3,006 | $435.0K | 0.05% | −67−2.2% | Reduced |
| First National Bank Sioux Falls | 3,006 | $435.0K | 0.47% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3,004 | $435.0K | 0.15% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 3,006 | $435.0K | 0.10% | 00.0% | Unchanged |
| James Hambro & Partners | 3,000 | $435.0K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 3,006 | $435.0K | 0.26% | +475+18.8% | Added |
| Total Clarity Wealth Management, Inc. | 3,010 | $436.0K | 0.20% | −315−9.5% | Reduced |
| Smith, Salley & Associates | 3,013 | $436.0K | 0.03% | +198+7.0% | Added |
| Hubbell Strickland Wealth Management, LLC | 3,023 | $437.0K | 0.24% | −108−3.4% | Reduced |
| One Charles Private Wealth Services, LLC | 3,020 | $437.0K | 0.25% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,025 | $438.0K | 0.09% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,027 | $438.0K | 0.05% | +92+3.1% | Added |
| MPS Loria Financial Planners, LLC | 3,031 | $438.0K | 0.18% | +110+3.8% | Added |
| Howland Capital Management LLC | 3,036 | $439.0K | 0.02% | +28+0.9% | Added |
| Burt Wealth Advisors | 3,049 | $441.0K | 0.14% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,049 | $441.0K | 0.12% | +766+33.6% | Added |
| D'Orazio & Associates, Inc. | 3,055 | $442.0K | 0.10% | −202−6.2% | Reduced |
| Antonetti Capital Management LLC | 3,065 | $443.0K | 0.35% | −390−11.3% | Reduced |
| Well Done, LLC | 3,065 | $443.0K | 0.09% | 00.0% | Unchanged |
| Bath Savings Trust Co | 3,064 | $444.0K | 0.05% | −350−10.3% | Reduced |
| Tandem Investment Advisors, Inc. | 3,071 | $444.0K | 0.03% | −72−2.3% | Reduced |
| New Jersey Better Educational Savings Trust | 3,071 | $444.0K | 0.99% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 3,066 | $444.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,075 | $445.0K | 0.29% | −446−12.7% | Reduced |
| Shayne & Co., LLC | 3,074 | $445.0K | 0.24% | 00.0% | Unchanged |
| Fusion Capital, LLC | 3,092 | $447.0K | 0.23% | +1,008+48.4% | Added |
| Clay Northam Wealth Management, LLC | 3,091 | $447.0K | 0.42% | +3,091 | New |
| First Bank & Trust | 3,110 | $450.0K | 0.19% | −50−1.6% | Reduced |
| Basepoint Wealth LLC | 3,117 | $451.0K | 0.44% | +3,117 | New |
| Capital Advisors Wealth Management, LLC | 3,127 | $452.0K | 0.14% | +229+7.9% | Added |
| Humankind Investments LLC | 3,124 | $452.0K | 0.18% | +481+18.2% | Added |
| Shay Capital LLC | 3,128 | $453.0K | 0.17% | +3,128 | New |
| BSW Wealth Partners | 3,137 | $454.0K | 0.11% | +425+15.7% | Added |
| Everhart Financial Group, Inc. | 3,155 | $456.0K | 0.28% | −120−3.7% | Reduced |
| E Fund Management Co., Ltd. | 3,153 | $456.0K | 0.02% | +12+0.4% | Added |
| First Affirmative Financial Network | 3,154 | $456.0K | 0.42% | +92+3.0% | Added |
| McRae Capital Management Inc | 3,150 | $456.0K | 0.10% | +100+3.3% | Added |
| Corundum Group, Inc. | 3,151 | $456.0K | 0.30% | +555+21.4% | Added |
| GeoWealth Management, LLC | 3,161 | $457.0K | 0.04% | +43+1.4% | Added |
| Vigilant Capital Management, LLC | 3,161 | $457.0K | 0.03% | +2,278+258.0% | Added |
| Mystic Asset Management, Inc. | 3,163 | $457.0K | 0.22% | +3,163 | New |
| Sterling Investment Advisors LLC | 3,165 | $458.0K | 0.26% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 3,173 | $459.0K | 0.02% | +3,173 | New |
| Congress Asset Management Co | 3,179 | $460.0K | 0.00% | −100−3.0% | Reduced |
| Grandfield & Dodd, LLC | 3,180 | $460.0K | 0.03% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,185 | $461.0K | 0.06% | −141−4.2% | Reduced |
| Trinity Financial Advisors LLC | 3,194 | $462.0K | 0.27% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3,205 | $464.0K | 0.08% | −226−6.6% | Reduced |
| Nikulski Financial, Inc. | 3,208 | $464.0K | 0.19% | +475+17.4% | Added |
| Blodgett Wealth Advisors, LLC | 3,204 | $464.0K | 0.36% | +3,204 | New |
| Fortitude Advisory Group L.L.C. | 3,208 | $464.0K | 0.24% | +3,208 | New |
| Titus Wealth Management | 3,219 | $466.0K | 0.21% | −172−5.1% | Reduced |
| Verity & Verity, LLC | 3,229 | $467.0K | 0.07% | −744−18.7% | Reduced |
| Hall Laurie J Trustee | 3,230 | $467.0K | 0.17% | −400−11.0% | Reduced |
| PDS Planning, Inc | 3,231 | $467.0K | 0.09% | +147+4.8% | Added |
| Creative Financial Designs Inc | 3,238 | $468.0K | 0.07% | +242+8.1% | Added |
| Truepoint, Inc. | 3,243 | $469.0K | 0.02% | −52−1.6% | Reduced |