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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 14,453 | $2.09M | 0.20% | +7,958+122.5% | Added |
| Anchor Investment Management, LLC | 14,430 | $2.09M | 0.26% | +1,572+12.2% | Added |
| Canandaigua National Corp | 14,419 | $2.09M | 0.31% | +259+1.8% | Added |
| Flputnam Investment Management Co | 14,372 | $2.08M | 0.06% | −1,296−8.3% | Reduced |
| Candriam Luxembourg S.C.A. | 14,364 | $2.08M | 0.01% | −29,202−67.0% | Reduced |
| Equitable Trust Co | 14,358 | $2.08M | 0.13% | −1,199−7.7% | Reduced |
| ICW Investment Advisors LLC | 14,348 | $2.08M | 1.16% | +332+2.4% | Added |
| Wintrust Investments LLC | 14,324 | $2.07M | 0.20% | +14,324 | New |
| Fred Alger Management, LLC | 14,308 | $2.07M | 0.01% | +1,028+7.7% | Added |
| McMillion Capital Management Inc | 14,299 | $2.07M | 1.12% | +97+0.7% | Added |
| Madden Securities Corp | 14,303 | $2.07M | 0.97% | +8,565+149.3% | Added |
| Stock Yards Bank & Trust Co | 14,294 | $2.07M | 0.11% | +659+4.8% | Added |
| Security National Bank of Sioux City Iowa | 14,247 | $2.06M | 1.42% | +369+2.7% | Added |
| Benjamin Edwards Inc | 14,241 | $2.06M | 0.67% | +6,513+84.3% | Added |
| Hartford Financial Management Inc. | 14,223 | $2.06M | 0.48% | −60.0% | Reduced |
| Optimum Investment Advisors | 14,199 | $2.05M | 0.80% | −190−1.3% | Reduced |
| Hilltop Holdings Inc. | 14,178 | $2.05M | 0.21% | +1,106+8.5% | Added |
| Roman Butler Fullerton & Co | 14,104 | $2.04M | 0.90% | +200+1.4% | Added |
| Welch Group, LLC | 14,006 | $2.03M | 0.12% | −197−1.4% | Reduced |
| Balentine LLC | 14,012 | $2.03M | 0.07% | +2,177+18.4% | Added |
| Martin & Co Inc | 13,986 | $2.02M | 0.46% | −269−1.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 13,972 | $2.02M | 2.32% | +13,972 | New |
| CFM Wealth Partners LLC | 13,946 | $2.02M | 0.45% | −325−2.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 13,918 | $2.01M | 0.61% | +445+3.3% | Added |
| MSH Capital Advisors LLC | 13,875 | $2.01M | 0.90% | +13,875 | New |
| Coastal Bridge Advisors, LLC | 13,889 | $2.01M | 0.42% | +6,722+93.8% | Added |
| Abbrea Capital, LLC | 13,803 | $2.00M | 0.27% | −76−0.5% | Reduced |
| Arlington Partners LLC | 13,817 | $2.00M | 0.54% | +1,812+15.1% | Added |
| American National Registered Investment Advisor, Inc. | 13,782 | $1.99M | 0.66% | −20.0% | Reduced |
| Bailard, Inc. | 13,716 | $1.99M | 0.06% | −131−0.9% | Reduced |
| Allred Capital Management, LLC | 13,717 | $1.98M | 0.96% | −450−3.2% | Reduced |
| Essex Savings Bank | 13,701 | $1.98M | 0.67% | −173−1.2% | Reduced |
| Spirit of America Management Corp | 13,684 | $1.98M | 0.40% | +200+1.5% | Added |
| Arthur M. Cohen & Associates, LLC | 13,739 | $1.98M | 0.37% | −2,046−13.0% | Reduced |
| Old National Bancorp | 13,649 | $1.98M | 0.07% | −2,206−13.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,634 | $1.97M | 0.17% | +1,649+13.8% | Added |
| QP Wealth Management, LLC | 13,625 | $1.97M | 2.09% | +42+0.3% | Added |
| Quadrant Capital Group LLC | 13,577 | $1.96M | 0.23% | −986−6.8% | Reduced |
| Valmark Advisers, Inc. | 13,548 | $1.96M | 0.03% | +1,124+9.0% | Added |
| Bridge Creek Capital Management LLC | 13,523 | $1.96M | 0.67% | +3,995+41.9% | Added |
| Gables Capital Management Inc. | 13,519 | $1.96M | 1.17% | +1,050+8.4% | Added |
| Financial Partners Capital Management LLC | 13,505 | $1.95M | 0.35% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 13,480 | $1.95M | 1.62% | +13,480 | New |
| Sentry Investment Management LLC | 13,436 | $1.94M | 0.51% | +250+1.9% | Added |
| North Star Investment Management Corp. | 13,432 | $1.94M | 0.14% | −798−5.6% | Reduced |
| Windsor Capital Management, LLC | 13,407 | $1.94M | 0.58% | −9−0.1% | Reduced |
| Stableford Capital II LLC | 13,817 | $1.94M | 0.82% | +8,850+178.2% | Added |
| Credit Agricole S A | 13,359 | $1.93M | 0.06% | −27,809−67.6% | Reduced |
| Boltwood Capital Management | 13,349 | $1.93M | 0.71% | +47+0.4% | Added |
| Wealth Alliance Advisory Group, LLC | 13,306 | $1.93M | 0.84% | −2,124−13.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 13,291 | $1.92M | 0.01% | −2,000−13.1% | Reduced |
| AdvisorNet Financial, Inc | 13,282 | $1.92M | 0.12% | +503+3.9% | Added |
| Front Row Advisors LLC | 13,219 | $1.92M | 0.72% | +70+0.5% | Added |
| FLC Capital Advisors | 13,248 | $1.92M | 0.53% | +275+2.1% | Added |
| Pinnacle Private Wealth, LLC | 13,248 | $1.92M | 0.60% | +13,248 | New |
| Boenning & Scattergood, Inc. | 13,233 | $1.92M | 0.31% | −842−6.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 13,212 | $1.91M | 0.29% | +13,212 | New |
| Main Street Financial Solutions, LLC | 13,145 | $1.90M | 0.27% | +1,832+16.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13,136 | $1.90M | 0.33% | −90−0.7% | Reduced |
| Nations Financial Group Inc, | 13,090 | $1.89M | 0.25% | +267+2.1% | Added |
| David Loasby | 13,041 | $1.89M | 0.23% | −255−1.9% | Reduced |
| Johnson Financial Group, Inc. | 13,029 | $1.89M | 0.12% | −183−1.4% | Reduced |
| GraniteShares Advisors LLC | 13,017 | $1.88M | 0.87% | +13,017 | New |
| AllGen Financial Advisors, Inc. | 13,013 | $1.88M | 1.40% | −611,132−97.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.88M | 0.58% | 00.0% | Unchanged |
| Conning Inc. | 12,982 | $1.88M | 0.05% | −300−2.3% | Reduced |
| Virtu Financial LLC | 12,982 | $1.88M | 0.19% | +8,205+171.8% | Added |
| Liberty One Investment Management, LLC | 12,958 | $1.88M | 0.28% | +999+8.4% | Added |
| Mission Wealth Management, LP | 12,954 | $1.87M | 0.09% | +47+0.4% | Added |
| Primoris Wealth Advisors, LLC | 12,949 | $1.87M | 1.51% | +12,949 | New |
| Trust Co of Toledo NA | 12,936 | $1.87M | 0.28% | −73−0.6% | Reduced |
| NEXT Financial Group, Inc | 12,882 | $1.86M | 0.12% | +881+7.3% | Added |
| Csenge Advisory Group | 13,374 | $1.86M | 0.17% | −23,252−63.5% | Reduced |
| Plancorp, LLC | 12,874 | $1.86M | 0.12% | +103+0.8% | Added |
| TruWealth Advisors, LLC | 12,862 | $1.86M | 0.19% | −61,303−82.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 13,611 | $1.86M | 1.19% | +13,611 | New |
| Zullo Investment Group, Inc. | 12,823 | $1.85M | 0.96% | +12,823 | New |
| Powers Advisory Group, LLC | 12,798 | $1.85M | 1.31% | +12,798 | New |
| Assetmark, Inc | 12,777 | $1.85M | 0.01% | −2,395−15.8% | Reduced |
| Financial Advocates Investment Management | 12,911 | $1.84M | 0.13% | +2,815+27.9% | Added |
| ProVise Management Group, LLC | 12,730 | $1.84M | 0.17% | −1,257−9.0% | Reduced |
| Weatherly Asset Management L. P. | 12,720 | $1.84M | 0.20% | −615−4.6% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 12,700 | $1.84M | 1.47% | −110−0.9% | Reduced |
| Meridian Wealth Advisors, LLC | 12,661 | $1.83M | 0.45% | +215+1.7% | Added |
| Pegasus Asset Management, Inc. | 12,661 | $1.83M | 0.75% | +656+5.5% | Added |
| Focus Financial Network, Inc. | 12,549 | $1.82M | 0.27% | +4,678+59.4% | Added |
| CAPROCK Group, Inc. | 12,546 | $1.82M | 0.15% | −456−3.5% | Reduced |
| Metis Global Partners, LLC | 12,591 | $1.82M | 0.51% | +12,591 | New |
| Manchester Capital Management LLC | 12,576 | $1.82M | 0.24% | −69−0.5% | Reduced |
| Argus Investors' Counsel, Inc. | 12,560 | $1.82M | 1.09% | −640−4.8% | Reduced |
| SeaCrest Wealth Management, LLC | 12,542 | $1.81M | 0.20% | −569−4.3% | Reduced |
| Godsey & Gibb Associates | 12,538 | $1.81M | 0.58% | +12,538 | New |
| Baystate Wealth Management LLC | 12,434 | $1.80M | 0.16% | +179+1.5% | Added |
| Keebeck Wealth Management, LLC | 12,386 | $1.80M | 0.32% | +365+3.0% | Added |
| CMG Global Holdings, LLC | 12,433 | $1.80M | 1.16% | +3,753+43.2% | Added |
| Peddock Capital Advisors, LLC | 12,383 | $1.79M | 0.59% | +168+1.4% | Added |
| Mizuho Securities USA LLC | 12,362 | $1.79M | 0.16% | −1,008−7.5% | Reduced |
| Axxcess Wealth Management, LLC | 12,359 | $1.79M | 0.14% | +12,359 | New |
| Great Lakes Advisors, LLC | 12,331 | $1.78M | 0.03% | +914+8.0% | Added |
| Pettee Investors, Inc. | 12,289 | $1.78M | 0.74% | +1,037+9.2% | Added |