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 |
|---|---|---|---|---|---|
| SRN Advisors, LLC | 25,317 | $3.66M | 1.32% | −17−0.1% | Reduced |
| Claret Asset Management Corp | 25,298 | $3.66M | 0.68% | −282−1.1% | Reduced |
| RBA Wealth Management, LLC | 25,129 | $3.64M | 1.72% | +25,129 | New |
| Corient Capital Partners, LLC | 25,116 | $3.63M | 0.24% | +528+2.1% | Added |
| Apollon Wealth Management, LLC | 25,073 | $3.63M | 0.29% | +11,156+80.2% | Added |
| SevenBridge Financial Group, LLC | 25,026 | $3.62M | 1.09% | +340+1.4% | Added |
| Capital Advisors Inc | 24,968 | $3.61M | 0.10% | +214+0.9% | Added |
| MRJ Capital Inc | 24,972 | $3.61M | 2.09% | +484+2.0% | Added |
| Founders Capital Management | 24,951 | $3.61M | 2.31% | −920−3.6% | Reduced |
| LaFleur & Godfrey LLC | 24,863 | $3.60M | 0.46% | +1,800+7.8% | Added |
| Institutional & Family Asset Management, LLC | 24,818 | $3.59M | 0.56% | +811+3.4% | Added |
| Birinyi Associates Inc | 24,800 | $3.59M | 1.12% | −1,750−6.6% | Reduced |
| Steel Peak Wealth Management LLC | 24,719 | $3.58M | 0.22% | +1,273+5.4% | Added |
| Lincluden Management Ltd | 24,627 | $3.56M | 0.33% | −1,030−4.0% | Reduced |
| Beecher Investors Inc | 24,575 | $3.56M | 4.31% | +24,575 | New |
| Woodmont Investment Counsel LLC | 24,552 | $3.55M | 0.45% | +727+3.1% | Added |
| Pariax, LLC | 24,518 | $3.55M | 3.47% | +24,518 | New |
| Peninsula Asset Management Inc | 24,510 | $3.55M | 1.68% | −993−3.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,416 | $3.53M | 0.03% | −30,684−55.7% | Reduced |
| Snider Financial Group | 24,414 | $3.53M | 1.50% | +1,911+8.5% | Added |
| Avantax Planning Partners, Inc. | 24,374 | $3.53M | 0.15% | +716+3.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 24,357 | $3.52M | 1.31% | +24,357 | New |
| Sargent Bickham Lagudis LLC | 24,325 | $3.52M | 0.27% | +1,561+6.9% | Added |
| Hutner Capital Management Inc | 24,190 | $3.50M | 2.04% | +448+1.9% | Added |
| Empirical Finance, LLC | 24,171 | $3.50M | 0.41% | +6,578+37.4% | Added |
| Riverview Capital Advisers, LLC | 24,159 | $3.50M | 1.56% | +24,159 | New |
| Sheaff Brock Investment Advisors, LLC | 24,156 | $3.50M | 0.30% | −24,506−50.4% | Reduced |
| Harrell Investment Partners, LLC | 24,137 | $3.49M | 1.07% | −581−2.4% | Reduced |
| Clearstead Advisors, LLC | 24,125 | $3.49M | 0.24% | −335−1.4% | Reduced |
| IHT Wealth Management, LLC | 24,004 | $3.47M | 0.26% | +2,387+11.0% | Added |
| TBH Global Asset Management, LLC | 23,984 | $3.47M | 0.72% | +339+1.4% | Added |
| Bradley Mark J. | 23,941 | $3.46M | 2.26% | −155−0.6% | Reduced |
| Kavar Capital Partners Group, LLC | 23,914 | $3.46M | 0.72% | +1,397+6.2% | Added |
| IBM Retirement Fund | 23,880 | $3.46M | 0.43% | −16,585−41.0% | Reduced |
| Strategy Asset Managers LLC | 23,753 | $3.44M | 0.89% | −3,740−13.6% | Reduced |
| Legacy Capital Partners, Inc. | 23,752 | $3.44M | 1.11% | −3,025−11.3% | Reduced |
| Diversified Investment Strategies, LLC | 23,725 | $3.43M | 2.49% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 23,699 | $3.43M | 0.47% | +1,102+4.9% | Added |
| Kovack Advisors, Inc. | 23,434 | $3.39M | 0.33% | −1,353−5.5% | Reduced |
| NovaPoint Capital, LLC | 23,410 | $3.39M | 1.21% | +2,670+12.9% | Added |
| Pensionmark Financial Group, LLC | 24,826 | $3.38M | 0.71% | +148+0.6% | Added |
| Parsons Capital Management Inc | 23,327 | $3.38M | 0.24% | +20+0.1% | Added |
| Cullen Capital Management LLC | 23,280 | $3.37M | 0.03% | +593+2.6% | Added |
| Financial Advisory Partners, LLC | 23,227 | $3.36M | 1.23% | +23,227 | New |
| Sound View Wealth Advisors Group, LLC | 23,193 | $3.36M | 0.63% | +850+3.8% | Added |
| Paradigm Financial Partners, LLC | 23,017 | $3.33M | 0.70% | +1,586+7.4% | Added |
| Trinity Legacy Partners, LLC | 22,986 | $3.33M | 1.13% | +1,502+7.0% | Added |
| Hyman Charles D | 22,968 | $3.32M | 0.21% | −369−1.6% | Reduced |
| Quattro Financial Advisors LLC | 22,958 | $3.32M | 1.17% | +5,637+32.5% | Added |
| Waldron Private Wealth LLC | 22,848 | $3.32M | 0.16% | −240−1.0% | Reduced |
| All Terrain Financial Advisors, LLC | 22,921 | $3.32M | 1.41% | −696−2.9% | Reduced |
| International Assets Investment Management, LLC | 22,848 | $3.31M | 0.58% | +383+1.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,832 | $3.30M | 2.16% | −115−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 22,810 | $3.30M | 0.16% | +629+2.8% | Added |
| Vestmark Advisory Solutions, Inc. | 22,708 | $3.29M | 0.19% | +3,232+16.6% | Added |
| Private Trust Co NA | 22,683 | $3.28M | 0.45% | −3,289−12.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 22,596 | $3.27M | 0.51% | −752−3.2% | Reduced |
| Hall Capital Management Co Inc | 22,576 | $3.27M | 1.85% | −2,432−9.7% | Reduced |
| Family Legacy, Inc. | 22,644 | $3.27M | 1.33% | +518+2.3% | Added |
| Regal Investment Advisors LLC | 22,487 | $3.25M | 0.29% | −460−2.0% | Reduced |
| Thomasville National Bank | 22,461 | $3.25M | 0.31% | −330−1.4% | Reduced |
| Telos Capital Management, Inc. | 22,454 | $3.25M | 0.41% | −659−2.9% | Reduced |
| Andesa Financial Management Inc. | 22,457 | $3.25M | 1.60% | +146+0.7% | Added |
| C2C Wealth Management, LLC | 22,433 | $3.25M | 0.47% | +22,433 | New |
| AMG National Trust Bank | 22,402 | $3.24M | 0.10% | +645+3.0% | Added |
| CFO4Life Group, LLC | 22,370 | $3.24M | 0.67% | −362−1.6% | Reduced |
| Little House Capital LLC | 22,275 | $3.22M | 1.70% | +896+4.2% | Added |
| Appleton Partners Inc | 22,249 | $3.22M | 0.24% | +1,422+6.8% | Added |
| Mogy Joel R Investment Counsel Inc | 22,182 | $3.21M | 0.23% | 00.0% | Unchanged |
| American National Insurance Co | 22,180 | $3.21M | 0.71% | −110,450−83.3% | Reduced |
| Chemung Canal Trust Co | 22,099 | $3.20M | 0.58% | −132−0.6% | Reduced |
| Palisade Asset Management, LLC | 22,079 | $3.19M | 0.36% | +128+0.6% | Added |
| Tower View Investment Management & Research LLC | 22,074 | $3.19M | 1.63% | −236−1.1% | Reduced |
| Citizens Business Bank | 22,045 | $3.19M | 0.39% | −345−1.5% | Reduced |
| HM Capital Management, LLC | 22,031 | $3.19M | 1.21% | +19,981+974.7% | Added |
| Old Second National Bank of Aurora | 22,623 | $3.18M | 0.94% | +133+0.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 21,962 | $3.18M | 0.07% | +21,962 | New |
| YHB Investment Advisors, Inc. | 21,951 | $3.18M | 0.25% | +1,261+6.1% | Added |
| Northwest Investment Counselors, LLC | 21,946 | $3.17M | 0.78% | −120−0.5% | Reduced |
| Wade G W & Inc | 21,883 | $3.17M | 0.14% | +18+0.1% | Added |
| Savant Capital, LLC | 21,852 | $3.16M | 0.10% | +654+3.1% | Added |
| Keene & Associates, Inc. | 21,827 | $3.16M | 2.73% | +21,827 | New |
| Convergence Investment Partners, LLC | 21,738 | $3.15M | 1.60% | +184+0.9% | Added |
| Forum Financial Management, LP | 21,718 | $3.14M | 0.16% | +21,718 | New |
| Finivi Inc. | 20,803 | $3.12M | 3.30% | +20,803 | New |
| Aaron Wealth Advisors | 21,519 | $3.11M | 0.87% | +14,265+196.7% | Added |
| IFP Advisors, Inc | 21,542 | $3.11M | 0.06% | −1,833−7.8% | Reduced |
| BerganKDV Wealth Management, LLC | 21,340 | $3.09M | 0.32% | +318+1.5% | Added |
| 1st Source Bank | 21,293 | $3.08M | 0.18% | +4,098+23.8% | Added |
| Laurel Wealth Advisors, Inc. | 21,259 | $3.08M | 0.24% | +6,264+41.8% | Added |
| Benedict Financial Advisors Inc | 21,039 | $3.04M | 0.79% | −364−1.7% | Reduced |
| Wealthcare Advisory Partners LLC | 20,729 | $3.00M | 0.18% | −326−1.5% | Reduced |
| Leelyn Smith, LLC | 20,616 | $2.98M | 0.80% | +549+2.7% | Added |
| PEAK6 Investments LLC | 20,561 | $2.98M | 0.08% | −82,253−80.0% | Reduced |
| Herold Advisors, Inc. | 20,538 | $2.97M | 1.15% | +510+2.5% | Added |
| Investment House LLC | 20,537 | $2.97M | 0.19% | +1,885+10.1% | Added |
| Waddell & Associates, LLC | 20,509 | $2.97M | 0.47% | +1,105+5.7% | Added |
| BDO Wealth Advisors, LLC | 20,457 | $2.96M | 0.31% | +952+4.9% | Added |
| AMJ Financial Wealth Management | 20,372 | $2.95M | 1.06% | +774+3.9% | Added |
| Fairfield, Bush & Co. | 20,342 | $2.94M | 1.41% | −2,345−10.3% | Reduced |