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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 17,300 | $2.50M | 0.60% | +100+0.6% | Added |
| Miller Investment Management, LP | 17,275 | $2.50M | 0.36% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 17,277 | $2.50M | 0.21% | +12,240+243.0% | Added |
| BNC Wealth Management, LLC | 17,262 | $2.50M | 1.18% | +92+0.5% | Added |
| Checchi Capital Advisers, LLC | 17,250 | $2.50M | 0.28% | −162−0.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,162 | $2.48M | 1.32% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 17,150 | $2.48M | 0.77% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 17,104 | $2.48M | 0.58% | −51−0.3% | Reduced |
| Eads & Heald Wealth Management | 17,105 | $2.48M | 1.08% | +15+0.1% | Added |
| Churchill Management Corp | 17,041 | $2.47M | 0.03% | −135−0.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 17,042 | $2.47M | 0.69% | +700+4.3% | Added |
| Page Arthur B | 17,028 | $2.46M | 1.69% | +25+0.1% | Added |
| Transcend Wealth Collective, LLC | 16,974 | $2.46M | 0.22% | −632−3.6% | Reduced |
| First Citizens Bank & Trust Co | 16,954 | $2.45M | 0.10% | −1,933−10.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 16,874 | $2.44M | 0.43% | +711+4.4% | Added |
| Robertson Stephens Wealth Management, LLC | 16,807 | $2.44M | 0.21% | +14,599+661.2% | Added |
| Colony Group LLC | 16,795 | $2.43M | 0.04% | +91+0.5% | Added |
| Hudson Capital Management LLC | 16,792 | $2.43M | 0.88% | +221+1.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 16,768 | $2.43M | 0.80% | +285+1.7% | Added |
| Mather Group, LLC. | 16,725 | $2.42M | 0.05% | +4,114+32.6% | Added |
| Mattern Wealth Management LLC | 16,713 | $2.42M | 0.71% | −1,491−8.2% | Reduced |
| Hollow Brook Wealth Management LLC | 16,715 | $2.42M | 1.24% | +1,865+12.6% | Added |
| MD Financial Management Inc. | 16,709 | $2.42M | 0.06% | +2,350+16.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 17,456 | $2.41M | 1.16% | +2,276+15.0% | Added |
| Cordatus Wealth Management LLC | 16,608 | $2.40M | 0.70% | +16,608 | New |
| Naples Global Advisors, LLC | 16,589 | $2.40M | 0.28% | +563+3.5% | Added |
| Brooks, Moore & Associates, Inc. | 16,574 | $2.40M | 1.41% | +3,755+29.3% | Added |
| Summit X, LLC | 16,469 | $2.38M | 0.55% | +217+1.3% | Added |
| Harbor Investment Advisory, LLC | 16,414 | $2.38M | 0.30% | +57+0.3% | Added |
| Amussen Hunsaker Associates LLC | 16,694 | $2.37M | 0.56% | −19−0.1% | Reduced |
| Cito Capital Group, LLC | 16,300 | $2.37M | 0.99% | +200+1.2% | Added |
| Providence First Trust Co | 16,281 | $2.36M | 1.06% | 00.0% | Unchanged |
| Maryland Capital Management | 16,280 | $2.35M | 0.13% | +1,158+7.7% | Added |
| Burke & Herbert Bank & Trust Co | 16,251 | $2.35M | 1.38% | −48−0.3% | Reduced |
| Game Creek Capital, LP | 16,250 | $2.35M | 1.18% | +16,250 | New |
| StoneX Group Inc. | 16,156 | $2.35M | 0.27% | +1,718+11.9% | Added |
| Hengehold Capital Management LLC | 16,189 | $2.34M | 0.29% | +946+6.2% | Added |
| Prelude Capital Management, LLC | 16,142 | $2.34M | 0.12% | +11,882+278.9% | Added |
| J. W. Coons Advisors, LLC | 16,181 | $2.33M | 0.71% | −277−1.7% | Reduced |
| Wambolt & Associates, LLC | 16,124 | $2.33M | 0.84% | +1,173+7.8% | Added |
| Dearborn Partners LLC | 16,060 | $2.32M | 0.08% | −2,593−13.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,060 | $2.32M | 0.25% | +1,328+9.0% | Added |
| Hudson Value Partners, LLC | 16,035 | $2.32M | 1.13% | 00.0% | Unchanged |
| Dakota Wealth Management | 15,996 | $2.31M | 0.24% | −2,741−14.6% | Reduced |
| Beck Capital Management, LLC | 15,992 | $2.31M | 0.72% | −4,830−23.2% | Reduced |
| Smithfield Trust Co | 15,934 | $2.30M | 0.14% | −266−1.6% | Reduced |
| Successful Portfolios LLC | 15,894 | $2.30M | 1.25% | +104+0.7% | Added |
| Ledyard National Bank | 15,870 | $2.30M | 0.22% | −36−0.2% | Reduced |
| Riverbridge Partners LLC | 15,850 | $2.29M | 0.02% | −1,070−6.3% | Reduced |
| Sculati Wealth Management, LLC | 15,844 | $2.29M | 1.11% | +242+1.6% | Added |
| Duncker Streett & Co Inc | 15,826 | $2.29M | 0.39% | 00.0% | Unchanged |
| Qtron Investments LLC | 15,829 | $2.29M | 0.52% | 00.0% | Unchanged |
| NTV Asset Management LLC | 15,816 | $2.29M | 0.38% | 00.0% | Unchanged |
| Bank of New Hampshire | 15,738 | $2.28M | 0.55% | −2,535−13.9% | Reduced |
| Trustcore Financial Services, LLC | 15,707 | $2.27M | 0.26% | −4,733−23.2% | Reduced |
| IFG Advisory, LLC | 15,693 | $2.27M | 0.22% | −338−2.1% | Reduced |
| Monument Capital Management | 15,656 | $2.27M | 0.70% | −1,130−6.7% | Reduced |
| Quilter Plc | 15,641 | $2.26M | 0.06% | −13,882−47.0% | Reduced |
| Dynamic Advisor Solutions LLC | 15,631 | $2.26M | 0.16% | +749+5.0% | Added |
| Occidental Asset Management, LLC | 15,577 | $2.25M | 0.54% | +1,109+7.7% | Added |
| Inverness Counsel LLC | 15,488 | $2.24M | 0.08% | −2,966−16.1% | Reduced |
| Vigilare Wealth Management | 15,487 | $2.24M | 1.32% | −470−2.9% | Reduced |
| Sepio Capital, LP | 15,489 | $2.24M | 0.17% | −198−1.3% | Reduced |
| Pacifica Partners Inc. | 15,588 | $2.24M | 1.46% | +2,745+21.4% | Added |
| Kensington Investment Counsel, LLC | 15,412 | $2.23M | 1.30% | +15,412 | New |
| Motley Fool Wealth Management, LLC | 15,389 | $2.23M | 0.10% | +321+2.1% | Added |
| Bank of Stockton | 15,367 | $2.22M | 0.65% | +94+0.6% | Added |
| North Fourth Asset Management, LP | 15,214 | $2.20M | 0.77% | −114,786−88.3% | Reduced |
| We Are One Seven, LLC | 15,193 | $2.20M | 0.23% | +8,932+142.7% | Added |
| Verity Asset Management, Inc. | 15,179 | $2.20M | 1.30% | +295+2.0% | Added |
| Bluefin Capital Management, LLC | 15,161 | $2.19M | 0.17% | −9,056−37.4% | Reduced |
| Security National Bank of So Dak | 15,093 | $2.18M | 1.47% | +55+0.4% | Added |
| Johanson Financial Advisors, Inc. | 15,053 | $2.18M | 0.67% | −247−1.6% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 15,050 | $2.18M | 1.50% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.17M | 0.56% | 00.0% | Unchanged |
| Ulysses Management LLC | 15,000 | $2.17M | 0.37% | −5,000−25.0% | Reduced |
| Park Circle Co | 15,000 | $2.17M | 1.76% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 15,000 | $2.17M | 0.63% | +5,210+53.2% | Added |
| Shelton Capital Management | 14,968 | $2.17M | 0.08% | −3,300−18.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 14,927 | $2.16M | 0.72% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 15,327 | $2.16M | 0.11% | +967+6.7% | Added |
| Members Capital Advisors Inc | 14,905 | $2.16M | 1.11% | +3,028+25.5% | Added |
| Sterling Investment Management, Inc. | 14,877 | $2.15M | 1.34% | −224−1.5% | Reduced |
| Fort Pitt Capital Group, LLC | 14,860 | $2.15M | 0.08% | −2,175−12.8% | Reduced |
| Change Path, LLC | 14,864 | $2.15M | 0.11% | −1,298−8.0% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 14,810 | $2.14M | 0.23% | −643−4.2% | Reduced |
| Trust Co of Virginia | 14,784 | $2.14M | 0.21% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 14,767 | $2.14M | 1.32% | −814−5.2% | Reduced |
| Parkside Financial Bank & Trust | 14,774 | $2.14M | 0.53% | −127−0.9% | Reduced |
| Bangor Savings Bank | 14,770 | $2.14M | 0.20% | +116+0.8% | Added |
| Duff & Phelps Investment Management Co | 14,746 | $2.13M | 0.03% | +233+1.6% | Added |
| Providence Wealth Advisors, LLC | 14,757 | $2.13M | 1.34% | −58−0.4% | Reduced |
| Integrated Advisors Network LLC | 14,699 | $2.13M | 0.13% | −15,059−50.6% | Reduced |
| Systematic Alpha Investments, LLC | 14,700 | $2.13M | 0.10% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 14,674 | $2.12M | 0.49% | −14−0.1% | Reduced |
| HighTower Trust Services, LTA | 14,649 | $2.12M | 0.21% | +114+0.8% | Added |
| Financial Advisory Service, Inc. | 14,592 | $2.11M | 0.19% | +2,651+22.2% | Added |
| Choate Investment Advisors | 14,563 | $2.11M | 0.12% | +53+0.4% | Added |
| ARGI Investment Services, LLC | 14,533 | $2.10M | 0.06% | +523+3.7% | Added |
| Sunbelt Securities, Inc. | 15,186 | $2.10M | 0.34% | +3,241+27.1% | Added |