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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 20,334 | $2.94M | 0.04% | +477+2.4% | Added |
| Enterprise Trust & Investment Co | 20,306 | $2.94M | 1.03% | −400−1.9% | Reduced |
| Rossmore Private Capital | 20,292 | $2.94M | 0.46% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 20,245 | $2.93M | 0.97% | −400−1.9% | Reduced |
| Smith, Moore & Co. | 20,233 | $2.93M | 0.41% | +208+1.0% | Added |
| Bank Ozk | 20,196 | $2.92M | 1.19% | −17−0.1% | Reduced |
| Centaurus Financial, Inc. | 20,134 | $2.91M | 0.22% | −203−1.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 20,080 | $2.90M | 0.58% | −190−0.9% | Reduced |
| Means Investment Co., Inc. | 20,051 | $2.90M | 0.52% | +410+2.1% | Added |
| Great Valley Advisor Group, Inc. | 20,495 | $2.90M | 0.18% | +891+4.5% | Added |
| Haverford Trust Co | 20,039 | $2.90M | 0.03% | +464+2.4% | Added |
| Douglass Winthrop Advisors, LLC | 20,020 | $2.90M | 0.06% | +900+4.7% | Added |
| LS Investment Advisors, LLC | 20,015 | $2.90M | 0.44% | −14,950−42.8% | Reduced |
| Hennessy Advisors Inc | 20,000 | $2.89M | 0.16% | −800−3.8% | Reduced |
| Trust Co of Vermont | 19,969 | $2.89M | 0.18% | +852+4.5% | Added |
| Foyston, Gordon, & Payne Inc | 19,950 | $2.89M | 0.67% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 19,906 | $2.88M | 1.42% | +2,840+16.6% | Added |
| Meiji Yasuda Life Insurance Co | 19,872 | $2.88M | 0.05% | −3,624−15.4% | Reduced |
| Capricorn Fund Managers Ltd | 19,860 | $2.87M | 0.81% | +19,860 | New |
| Hemenway Trust Co LLC | 19,809 | $2.87M | 0.26% | +452+2.3% | Added |
| Cutler Group LP | 19,776 | $2.86M | 0.20% | −8,044−28.9% | Reduced |
| Sumitomo Life Insurance Co | 19,748 | $2.86M | 0.07% | −581−2.9% | Reduced |
| Garner Asset Management Corp | 19,628 | $2.84M | 1.19% | +130+0.7% | Added |
| Tru Independence Asset Management 2, LLC | 19,621 | $2.84M | 1.50% | +11,802+150.9% | Added |
| WC Walker & Associates, Inc. | 19,543 | $2.83M | 1.40% | +742+3.9% | Added |
| Moloney Securities Asset Management, LLC | 19,585 | $2.83M | 0.48% | −304−1.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 19,541 | $2.83M | 0.17% | −569−2.8% | Reduced |
| Aries Wealth Management | 19,536 | $2.83M | 1.08% | +925+5.0% | Added |
| Equitable Holdings, Inc. | 19,537 | $2.83M | 0.04% | +2,054+11.7% | Added |
| Hancock Whitney Corp | 19,493 | $2.82M | 0.09% | −550−2.7% | Reduced |
| Altshuler Shaham Ltd | 19,426 | $2.82M | 0.06% | −4,140,298−99.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 19,365 | $2.80M | 0.47% | −312−1.6% | Reduced |
| Summit Asset Management, LLC | 19,358 | $2.80M | 0.79% | +313+1.6% | Added |
| HBK Investments L P | 19,230 | $2.78M | 0.06% | −6,793−26.1% | Reduced |
| Tiedemann Advisors, LLC | 19,006 | $2.76M | 0.13% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 19,079 | $2.76M | 0.08% | +1,763+10.2% | Added |
| Guardian Investment Management | 19,065 | $2.76M | 1.92% | +4,350+29.6% | Added |
| Bensler, LLC | 19,057 | $2.76M | 0.77% | +19,057 | New |
| Telemus Capital, LLC | 19,001 | $2.75M | 0.22% | −139−0.7% | Reduced |
| 180 Wealth Advisors, LLC | 19,582 | $2.75M | 0.62% | +650+3.4% | Added |
| Modera Wealth Management, LLC | 18,938 | $2.74M | 0.10% | +11,556+156.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 18,924 | $2.74M | 2.61% | +18,924 | New |
| St. James Investment Advisors, LLC | 18,828 | $2.73M | 2.02% | +18,828 | New |
| Atlantic Union Bankshares Corp | 18,885 | $2.73M | 0.23% | +5,283+38.8% | Added |
| AIMZ Investment Advisors, LLC | 18,868 | $2.73M | 1.06% | +600+3.3% | Added |
| Wolff Wiese Magana LLC | 18,867 | $2.73M | 1.76% | +2,251+13.5% | Added |
| Mutual Advisors, LLC | 18,842 | $2.73M | 0.14% | −2,555−11.9% | Reduced |
| Silverleafe Capital Partners, LLC | 18,838 | $2.73M | 0.99% | −373−1.9% | Reduced |
| Crossvault Capital Management LLC | 18,829 | $2.72M | 0.82% | −31,962−62.9% | Reduced |
| Stonnington Group, LLC | 18,893 | $2.72M | 0.59% | −5,034−21.0% | Reduced |
| Girard Partners Ltd. | 18,819 | $2.72M | 0.30% | +814+4.5% | Added |
| Rehmann Capital Advisory Group | 18,801 | $2.72M | 0.25% | +207+1.1% | Added |
| Flagship Harbor Advisors, LLC | 18,794 | $2.72M | 0.26% | +3,349+21.7% | Added |
| Cumberland Partners Ltd | 18,726 | $2.71M | 0.19% | +317+1.7% | Added |
| Magnolia Capital Advisors LLC | 18,707 | $2.71M | 0.79% | +559+3.1% | Added |
| Congress Park Capital LLC | 18,698 | $2.71M | 1.33% | +13+0.1% | Added |
| Symmetry Partners, LLC | 18,697 | $2.71M | 0.17% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 18,669 | $2.70M | 0.48% | −236−1.2% | Reduced |
| Rocky Mountain Advisers, LLC | 18,668 | $2.70M | 3.07% | +162+0.9% | Added |
| Outfitter Financial LLC | 18,660 | $2.70M | 1.98% | +85+0.5% | Added |
| Beacon Financial Group | 18,660 | $2.70M | 0.35% | +290+1.6% | Added |
| Diligent Investors, LLC | 18,585 | $2.69M | 0.75% | +458+2.5% | Added |
| Roberts Glore & Co Inc | 18,497 | $2.68M | 0.70% | −181−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 18,516 | $2.67M | 0.23% | +503+2.8% | Added |
| Procyon Private Wealth Partners, LLC | 18,489 | $2.67M | 0.57% | +5,213+39.3% | Added |
| RFG Advisory, LLC | 18,423 | $2.67M | 0.18% | −1,337−6.8% | Reduced |
| Delta Financial Advisors LLC | 18,420 | $2.67M | 1.09% | +45+0.2% | Added |
| High Note Wealth, LLC | 18,306 | $2.65M | 0.89% | +629+3.6% | Added |
| Westover Capital Advisors, LLC | 18,297 | $2.65M | 0.77% | −626−3.3% | Reduced |
| Capital Asset Advisory Services LLC | 18,149 | $2.64M | 0.28% | −144−0.8% | Reduced |
| Wunderlich Capital Managemnt | 18,128 | $2.62M | 1.17% | +68+0.4% | Added |
| Archford Capital Strategies, LLC | 18,093 | $2.62M | 0.60% | +199+1.1% | Added |
| Tokio Marine Asset Management Co Ltd | 18,075 | $2.62M | 0.21% | −3,383−15.8% | Reduced |
| WT Wealth Management | 18,035 | $2.62M | 0.96% | +2,616+17.0% | Added |
| CPWM, LLC | 18,672 | $2.60M | 0.21% | +18,672 | New |
| ARS Wealth Advisors Group, LLC | 17,982 | $2.60M | 0.44% | +305+1.7% | Added |
| Clarius Group, LLC | 17,953 | $2.60M | 0.21% | +215+1.2% | Added |
| Wealthspire Advisors, LLC | 17,939 | $2.60M | 0.06% | −2,227−11.0% | Reduced |
| Capital Investment Advisory Services, LLC | 17,937 | $2.60M | 0.31% | −550−3.0% | Reduced |
| JCIC Asset Management Inc. | 17,915 | $2.59M | 0.78% | −70−0.4% | Reduced |
| Jones Financial Companies LLLP | 17,904 | $2.59M | 0.00% | +5,178+40.7% | Added |
| First Hawaiian Bank | 17,911 | $2.59M | 0.08% | +6,453+56.3% | Added |
| Moneta Group Investment Advisors LLC | 17,893 | $2.59M | 0.11% | +3,443+23.8% | Added |
| Freedom Day Solutions, LLC | 17,883 | $2.59M | 1.04% | −466−2.5% | Reduced |
| Bryn Mawr Trust Co | 17,825 | $2.58M | 0.09% | −1,142−6.0% | Reduced |
| Costello Asset Management, INC | 17,800 | $2.58M | 1.57% | +17,385+4,189.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 17,754 | $2.57M | 0.72% | −66−0.4% | Reduced |
| F/M Investments LLC | 17,745 | $2.57M | 1.88% | +16,269+1,102.2% | Added |
| Meridian Wealth Management, LLC | 17,735 | $2.57M | 0.27% | +418+2.4% | Added |
| Stokes Family Office, LLC | 17,699 | $2.56M | 0.32% | −963−5.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 17,616 | $2.55M | 0.67% | −63−0.4% | Reduced |
| Community Financial Services Group, LLC | 17,609 | $2.55M | 0.64% | +300+1.7% | Added |
| MV Capital Management, Inc. | 17,585 | $2.54M | 0.37% | +3,010+20.7% | Added |
| Mitchell Sinkler & Starr | 17,554 | $2.54M | 0.75% | +16,094+1,102.3% | Added |
| Geneva Capital Management LLC | 17,523 | $2.54M | 0.04% | +3,542+25.3% | Added |
| CFS Investment Advisory Services, LLC | 18,114 | $2.53M | 0.34% | −642−3.4% | Reduced |
| West Branch Capital LLC | 17,429 | $2.52M | 1.07% | +149+0.9% | Added |
| Octavia Wealth Advisors, LLC | 17,344 | $2.52M | 0.54% | −1,111−6.0% | Reduced |
| Mendel Capital Management LLC | 17,398 | $2.52M | 2.31% | +17,398 | New |
| TCG Advisory Services, LLC | 17,359 | $2.51M | 0.59% | −2,336−11.9% | Reduced |