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 8 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
- +288 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
- 112
- 901 more reduced
44 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 |
|---|---|---|---|---|---|
| CNB Bank | 3,254 | $471.0K | 0.26% | +33+1.0% | Added |
| Retirement Guys Formula LLC | 3,253 | $471.0K | 0.37% | +3,253 | New |
| Capital Counsel LLC | 3,275 | $474.0K | 0.02% | −75−2.2% | Reduced |
| Indiana Trust & Investment Management CO | 3,278 | $474.0K | 0.22% | 00.0% | Unchanged |
| Private Wealth Advisors | 3,282 | $475.0K | 0.15% | −214−6.1% | Reduced |
| Bessemer Securities LLC | 3,288 | $476.0K | 0.13% | +388+13.4% | Added |
| O'Rourke & Company, Inc | 3,288 | $476.0K | 0.32% | +3,288 | New |
| Sabal Trust CO | 3,298 | $477.0K | 0.03% | −726−18.0% | Reduced |
| Ellenbecker Investment Group | 3,298 | $477.0K | 0.13% | −111−3.3% | Reduced |
| Kalos Management, Inc. | 3,245 | $477.0K | 0.13% | +63+2.0% | Added |
| TFC Financial Management | 3,320 | $480.0K | 0.15% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,299 | $480.0K | 0.15% | +3,299 | New |
| Samalin Investment Counsel, LLC | 3,339 | $483.0K | 0.29% | −25−0.7% | Reduced |
| Endurance Wealth Management, Inc. | 3,344 | $484.0K | 0.05% | +160+5.0% | Added |
| Private Capital Group, LLC | 3,337 | $485.0K | 0.10% | −100−2.9% | Reduced |
| Ironwood Financial, llc | 3,351 | $485.0K | 0.13% | −22−0.7% | Reduced |
| KWB Wealth | 3,356 | $486.0K | 0.08% | −366−9.8% | Reduced |
| Columbia Asset Management | 3,362 | $486.0K | 0.10% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,366 | $487.0K | 0.19% | −42−1.2% | Reduced |
| United Bank | 3,374 | $488.0K | 0.06% | 00.0% | Unchanged |
| Matisse Capital | 3,389 | $490.0K | 0.34% | 00.0% | Unchanged |
| Beck Bode, LLC | 3,392 | $491.0K | 0.12% | −15−0.4% | Reduced |
| Mayfair Advisory Group, LLC | 3,414 | $491.0K | 0.65% | −24−0.7% | Reduced |
| Cypress Wealth Services, LLC | 3,394 | $491.0K | 0.13% | +150+4.6% | Added |
| Sweet Financial Partners, LLC | 3,391 | $491.0K | 0.20% | +3,391 | New |
| Westshore Wealth, LLC | 3,399 | $492.0K | 0.34% | −200−5.6% | Reduced |
| Silverlake Wealth Management LLC | 3,411 | $493.5K | 0.27% | +3,411 | New |
| NSI Retail Advisors, LLC | 3,413 | $494.0K | 0.08% | −1,000−22.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 3,411 | $494.0K | 0.14% | +3,411 | New |
| Advisory Resource Group | 3,544 | $495.0K | 0.17% | −544−13.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 3,424 | $495.0K | 0.11% | 00.0% | Unchanged |
| BTR Capital Management Inc | 3,430 | $496.0K | 0.06% | −450−11.6% | Reduced |
| KFA Private Wealth Group, LLC | 3,430 | $496.0K | 0.25% | +199+6.2% | Added |
| Highland Private Wealth Management | 3,425 | $496.0K | 0.06% | +289+9.2% | Added |
| American Trust | 3,436 | $497.0K | 0.04% | +3,436 | New |
| Heron Bay Capital Management | 3,450 | $499.0K | 0.25% | −97−2.7% | Reduced |
| Ninepoint Partners LP | 3,458 | $500.0K | 0.18% | +142+4.3% | Added |
| J. L. Bainbridge & Co., Inc. | 3,460 | $501.0K | 0.06% | −27−0.8% | Reduced |
| UMA Financial Services, Inc. | 3,457 | $501.0K | 0.13% | +2+0.1% | Added |
| Angeles Investment Advisors, LLC | 3,465 | $503.0K | 0.03% | +320+10.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,480 | $504.0K | 0.00% | −1,000−22.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,483 | $504.0K | 0.12% | −30−0.9% | Reduced |
| Court Place Advisors, LLC | 3,490 | $505.0K | 0.14% | −530−13.2% | Reduced |
| Private Portfolio Partners LLC | 3,508 | $507.6K | 0.13% | −16−0.5% | Reduced |
| Garrison Asset Management, LLC | 3,511 | $508.0K | 0.28% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,508 | $508.0K | 0.05% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,514 | $508.0K | 0.24% | +190+5.7% | Added |
| Zions Bancorporation, N.A. | 3,524 | $510.0K | 0.05% | −17−0.5% | Reduced |
| Resource Planning Group | 3,531 | $511.0K | 0.34% | −305−8.0% | Reduced |
| Barber Financial Group, Inc. | 3,540 | $512.0K | 0.06% | −618−14.9% | Reduced |
| Advisor OS, LLC | 3,538 | $512.0K | 0.10% | +232+7.0% | Added |
| Signature Wealth Management Group | 3,541 | $512.0K | 0.26% | +727+25.8% | Added |
| Kowal Investment Group, LLC | 3,547 | $513.0K | 0.15% | +379+12.0% | Added |
| Spinnaker Investment Group, LLC | 3,570 | $514.0K | 0.18% | +3,570 | New |
| Univest Financial Corp | 3,580 | $518.0K | 0.13% | +21+0.6% | Added |
| Lenox Wealth Advisors, LLC | 3,579 | $518.0K | 0.06% | +48+1.4% | Added |
| Bowling Portfolio Management LLC | 3,591 | $520.0K | 0.11% | +169+4.9% | Added |
| SBK Financial, Inc. | 3,600 | $521.0K | 0.42% | +3,600 | New |
| Heck Capital Advisors, LLC | 3,604 | $521.5K | 0.09% | −266−6.9% | Reduced |
| Corrigan Financial, Inc. | 3,610 | $522.3K | 0.15% | 00.0% | Unchanged |
| Forte Capital LLC | 3,619 | $524.0K | 0.07% | −317−8.1% | Reduced |
| Corbett Road Capital Management, LLC | 3,629 | $525.0K | 0.90% | −354−8.9% | Reduced |
| Derbend Asset Management | 3,626 | $525.0K | 0.51% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,637 | $526.0K | 0.04% | −300−7.6% | Reduced |
| Trust Co | 3,652 | $528.0K | 0.12% | +58+1.6% | Added |
| Royal Harbor Partners, LLC | 3,668 | $531.0K | 0.34% | +482+15.1% | Added |
| Alps Advisors Inc | 3,675 | $532.0K | 0.01% | −348,587−99.0% | Reduced |
| Grimes & Company, Inc. | 3,678 | $532.0K | 0.02% | −100−2.6% | Reduced |
| Mma Asset Management LLC | 3,674 | $532.0K | 0.38% | −38−1.0% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 3,673 | $532.0K | 0.43% | +3,673 | New |
| Edgemoor Investment Advisors, Inc. | 3,687 | $534.0K | 0.05% | +90+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,840 | $535.0K | 0.01% | −277−6.7% | Reduced |
| N.E.W. Advisory Services LLC | 3,696 | $535.0K | 0.08% | −77−2.0% | Reduced |
| Stokes Capital Advisors, LLC | 3,714 | $537.0K | 0.16% | +73+2.0% | Added |
| Strong Tower Advisory Services | 3,708 | $537.0K | 0.29% | +638+20.8% | Added |
| Green Square Capital Advisors LLC | 3,718 | $538.0K | 0.11% | −280−7.0% | Reduced |
| Syverson Strege & Co | 3,717 | $538.0K | 0.40% | −228−5.8% | Reduced |
| Hallmark Capital Management Inc | 3,715 | $538.0K | 0.04% | −200−5.1% | Reduced |
| SC&H Financial Advisors, Inc. | 3,716 | $538.0K | 0.30% | +3,716 | New |
| Adamsbrown Wealth Consultants LLC | 3,720 | $538.0K | 0.49% | +3,720 | New |
| Chicago Trust Co NA | 3,734 | $540.0K | 0.11% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,739 | $541.0K | 0.11% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 3,769 | $545.0K | 0.13% | +1,430+61.1% | Added |
| Excalibur Management Corp | 3,773 | $546.0K | 0.22% | +34+0.9% | Added |
| Lehman & Derafelo Financial Resources LLC | 3,778 | $547.0K | 0.17% | +481+14.6% | Added |
| Pluribus Labs, LLC | 3,791 | $549.0K | 0.58% | +3,791 | New |
| Peterson Wealth Advisors, LLC | 3,804 | $550.0K | 0.16% | +13+0.3% | Added |
| First Financial Corp | 3,817 | $552.0K | 0.34% | −100−2.6% | Reduced |
| HMS Capital Management, LLC | 3,816 | $552.0K | 0.24% | −54−1.4% | Reduced |
| Journey Strategic Wealth LLC | 3,836 | $555.0K | 0.06% | +3,836 | New |
| Beaumont Financial Partners, LLC | 3,843 | $556.0K | 0.04% | −1,500−28.1% | Reduced |
| Jag Capital Management, LLC | 3,842 | $556.0K | 0.04% | +76+2.0% | Added |
| Affinity Wealth Management LLC | 3,910 | $560.0K | 0.12% | −3,155−44.7% | Reduced |
| Mosaic Advisors LLC | 3,870 | $560.0K | 0.41% | +452+13.2% | Added |
| Braun-Bostich & Associates Inc. | 3,910 | $560.0K | 0.13% | +3,910 | New |
| Foundation Resource Management Inc | 3,890 | $563.0K | 0.11% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 3,904 | $565.0K | 0.11% | −975−20.0% | Reduced |
| TAP Consulting, LLC | 3,915 | $566.0K | 0.13% | −772−16.5% | Reduced |
| TCWP LLC | 3,914 | $566.0K | 0.11% | +3,914 | New |
| Pennsylvania Capital Management Inc | 3,925 | $568.0K | 0.19% | 00.0% | Unchanged |