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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Titleist Asset Management, Ltd. | 3,929 | $568.0K | 0.11% | +3,929 | New |
| Hudock, Inc. | 3,943 | $570.0K | 0.16% | −179−4.3% | Reduced |
| Karp Capital Management Corp | 3,947 | $571.0K | 0.07% | −31,066−88.7% | Reduced |
| Arbor Investment Advisors, LLC | 3,950 | $572.0K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,951 | $572.0K | 0.11% | +1,967+99.1% | Added |
| Cardiff Park Advisors, LLC | 3,953 | $572.0K | 0.08% | +3,953 | New |
| Eagle Ridge Investment Management | 3,963 | $573.0K | 0.06% | −225−5.4% | Reduced |
| Canal Capital Management, LLC | 3,965 | $574.0K | 0.14% | −93−2.3% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,966 | $574.0K | 0.60% | +3,966 | New |
| Mission Creek Capital Partners, Inc. | 3,978 | $576.0K | 0.11% | +984+32.9% | Added |
| Central Bank & Trust Co | 3,999 | $579.0K | 0.09% | −359−8.2% | Reduced |
| Private Wealth Strategies, L.L.C. | 3,998 | $579.0K | 0.13% | −214−5.1% | Reduced |
| Tiemann Investment Advisors, LLC | 3,998 | $579.0K | 0.24% | +50+1.3% | Added |
| Avondale Wealth Management | 4,000 | $579.0K | 0.59% | +1,470+58.1% | Added |
| Evoke Wealth, LLC | 4,000 | $581.0K | 0.02% | +751+23.1% | Added |
| Jackson Square Capital, LLC | 4,049 | $586.0K | 0.17% | −234−5.5% | Reduced |
| MQS Management LLC | 4,051 | $586.0K | 0.94% | +4,051 | New |
| Cooper Financial Group | 4,055 | $587.0K | 0.22% | −1,818−31.0% | Reduced |
| Wimmer Associates 1, LLC | 4,054 | $587.0K | 0.31% | +30+0.7% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 4,063 | $588.0K | 0.17% | 00.0% | Unchanged |
| Vicus Capital | 4,176 | $588.0K | 0.06% | +4,176 | New |
| CenterStar Asset Management, LLC | – | $588.0K | 0.45% | – | New |
| Consolidated Planning Corp | 4,069 | $589.0K | 0.38% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 4,094 | $592.0K | 0.07% | +4,094 | New |
| Tevis Investment Management | 4,092 | $592.0K | 0.52% | +4,092 | New |
| Cim Investment Mangement Inc | 4,099 | $593.0K | 0.18% | −79−1.9% | Reduced |
| Wulff, Hansen & Co. | 4,101 | $593.0K | 0.51% | +4,101 | New |
| Manhattan West Asset Management, LLC | 4,098 | $593.0K | 0.36% | +4,098 | New |
| Keudell/Morrison Wealth Management | 4,104 | $594.0K | 0.23% | −492−10.7% | Reduced |
| Nicolet Bankshares Inc | 4,122 | $596.0K | 0.13% | −20−0.5% | Reduced |
| ZWJ Investment Counsel Inc | 4,119 | $596.0K | 0.03% | +42+1.0% | Added |
| Hoylecohen, LLC | 4,120 | $596.0K | 0.05% | +620+17.7% | Added |
| CPR Investments Inc. | 4,121 | $596.0K | 0.43% | +4,121 | New |
| S.A. Mason LLC | 4,125 | $597.0K | 0.36% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 4,162 | $602.0K | 0.17% | −180−4.1% | Reduced |
| Baldwin Investment Management, LLC | 4,175 | $604.0K | 0.16% | 00.0% | Unchanged |
| Bremer Bank National Association | 4,184 | $605.0K | 0.10% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,197 | $607.0K | 0.28% | +129+3.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,200 | $608.0K | 0.22% | 00.0% | Unchanged |
| Davis R M Inc | 4,209 | $609.0K | 0.01% | +287+7.3% | Added |
| HBW Advisory Services LLC | 4,213 | $610.0K | 0.14% | −320−7.1% | Reduced |
| Ami Asset Management Corp | 4,223 | $611.0K | 0.03% | +441+11.7% | Added |
| Violich Capital Management, Inc. | 4,229 | $612.0K | 0.09% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,230 | $612.0K | 0.10% | +107+2.6% | Added |
| E&G Advisors, LP | 4,242 | $614.0K | 0.15% | −30−0.7% | Reduced |
| Culbertson A N & Co Inc | 4,247 | $614.0K | 0.12% | +315+8.0% | Added |
| Edge Capital Group, LLC | 4,254 | $615.0K | 0.04% | −98−2.3% | Reduced |
| Marino, Stram & Associates LLC | 4,252 | $615.0K | 0.19% | +87+2.1% | Added |
| Orrstown Financial Services Inc | 4,297 | $616.0K | 0.94% | −796−15.6% | Reduced |
| Ahrens Investment Partners LLC | 4,255 | $616.0K | 0.27% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,263 | $617.0K | 0.12% | +178+4.4% | Added |
| Armor Investment Advisors, LLC | 4,269 | $618.0K | 0.35% | +743+21.1% | Added |
| Echo45 Advisors LLC | 4,273 | $618.0K | 0.49% | +4,273 | New |
| Godshalk Welsh Capital Management, Inc. | 4,275 | $619.0K | 0.35% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,290 | $620.0K | 0.30% | +4,290 | New |
| Compton Wealth Advisory Group, LLC | 4,293 | $621.0K | 0.27% | +77+1.8% | Added |
| Sara-Bay Financial | 4,294 | $621.0K | 0.19% | +407+10.5% | Added |
| Lee Financial Co | 4,307 | $623.0K | 0.12% | +10+0.2% | Added |
| Trillium Asset Management, LLC | 4,325 | $626.0K | 0.01% | −36−0.8% | Reduced |
| Copperwynd Financial, LLC | 4,340 | $628.0K | 0.24% | −229−5.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,339 | $628.0K | 0.13% | −10.0% | Reduced |
| Cypress Capital Management LLC | 4,346 | $629.0K | 0.07% | +38+0.9% | Added |
| Oarsman Capital, Inc. | 4,351 | $630.0K | 0.25% | −1,000−18.7% | Reduced |
| Tradewinds Capital Management, LLC | 4,368 | $632.0K | 0.10% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,374 | $633.0K | 0.12% | +141+3.3% | Added |
| Maltin Wealth Management, Inc. | 4,374 | $633.0K | 0.38% | +214+5.1% | Added |
| Peak Planning Group, LLC | 4,415 | $638.8K | 0.47% | +13+0.3% | Added |
| Lewis Capital Management, LLC | 4,416 | $639.0K | 0.67% | +4,416 | New |
| Howard Capital Management Group, LLC | 4,433 | $641.0K | 0.05% | −29−0.6% | Reduced |
| Laird Norton Trust Company, LLC | 4,432 | $641.0K | 0.06% | +5+0.1% | Added |
| Meixler Investment Management, Ltd. | 4,455 | $645.0K | 0.66% | +4,455 | New |
| Aspiriant, LLC | 4,463 | $647.0K | 0.03% | +448+11.2% | Added |
| Soltis Investment Advisors LLC | 4,483 | $649.0K | 0.09% | −186−4.0% | Reduced |
| LCNB Corp | 4,484 | $649.0K | 0.30% | −62−1.4% | Reduced |
| Kings Point Capital Management | 4,496 | $650.0K | 0.05% | +230+5.4% | Added |
| Oldfather Financial Services, LLC | 4,877 | $651.0K | 0.34% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 4,500 | $651.0K | 0.27% | +2,600+136.8% | Added |
| Oak Asset Management, LLC | 4,507 | $652.0K | 0.25% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,505 | $652.0K | 0.08% | +1,003+28.6% | Added |
| Trexquant Investment LP | 4,511 | $653.0K | 0.04% | −22,403−83.2% | Reduced |
| Concord Wealth Partners | 4,514 | $653.0K | 0.16% | +3,723+470.7% | Added |
| Congress Wealth Management LLC | 4,522 | $654.0K | 0.01% | +4,522 | New |
| South Shore Capital Advisors | 4,528 | $655.0K | 1.07% | +159+3.6% | Added |
| Evergreen Wealth Solutions, LLC | 4,528 | $655.0K | 0.59% | +4,528 | New |
| Newman Dignan & Sheerar, Inc. | 4,531 | $656.0K | 0.20% | −39−0.9% | Reduced |
| Triangle Securities Wealth Management | 4,542 | $657.0K | 0.21% | +10+0.2% | Added |
| Saxon Interests, Inc. | 4,565 | $658.0K | 0.37% | +4,565 | New |
| Townsend Asset Management Corp | 4,553 | $659.0K | 0.31% | −460−9.2% | Reduced |
| Fulcrum Equity Management | 4,565 | $661.0K | 0.25% | +186+4.2% | Added |
| Cowa, LLC | 4,589 | $664.0K | 0.33% | 00.0% | Unchanged |
| MEMBERS Trust Co | 4,587 | $664.0K | 0.02% | +38+0.8% | Added |
| Teamwork Financial Advisors, LLC | 4,591 | $664.0K | 0.12% | +455+11.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,635 | $674.0K | 0.41% | +6+0.1% | Added |
| Levin Capital Strategies, L.P. | 4,657 | $674.0K | 0.06% | +4,657 | New |
| Asset Management Group, Inc. | 4,668 | $675.0K | 0.13% | −193−4.0% | Reduced |
| RMB Capital Management, LLC | 4,675 | $676.0K | 0.02% | −577−11.0% | Reduced |
| V2 Financial group LLC | 4,711 | $681.6K | 0.53% | −600−11.3% | Reduced |
| Detalus Advisors, LLC | 4,712 | $682.0K | 0.33% | −470−9.1% | Reduced |
| Aspire Private Capital, LLC | 4,717 | $682.0K | 0.21% | +377+8.7% | Added |
| Ergoteles LLC | 4,719 | $683.0K | 0.03% | +4,719 | New |