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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 12,253 | $1.77M | 0.18% | −446−3.5% | Reduced |
| Peterson Wealth Management | 12,228 | $1.77M | 1.18% | +547+4.7% | Added |
| St. Johns Investment Management Company, LLC | 12,149 | $1.76M | 0.90% | +874+7.8% | Added |
| Zurich Insurance Group Ltd | 12,100 | $1.75M | 0.02% | +12,100 | New |
| Perigon Wealth Management, LLC | 12,049 | $1.74M | 0.12% | +1,565+14.9% | Added |
| Pinnacle Holdings, LLC | 12,030 | $1.74M | 0.73% | +28+0.2% | Added |
| Winning Points Advisors, LLC | 15,675 | $1.73M | 1.26% | +2,166+16.0% | Added |
| CoreFirst Bank & Trust | 11,966 | $1.73M | 1.12% | −134−1.1% | Reduced |
| Ifrah Financial Services, Inc. | 11,953 | $1.73M | 0.46% | −152−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 11,950 | $1.73M | 1.01% | −1,887−13.6% | Reduced |
| HCR Wealth Advisors | 11,952 | $1.73M | 0.27% | +138+1.2% | Added |
| Breiter Capital Management Inc | 11,942 | $1.73M | 0.85% | +739+6.6% | Added |
| Lavaca Capital LLC | 11,904 | $1.72M | 0.76% | +88+0.7% | Added |
| MTM Investment Management, LLC | 11,792 | $1.71M | 0.81% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,790 | $1.71M | 0.39% | +641+5.7% | Added |
| Virginia Wealth Management Group, Inc. | 11,793 | $1.71M | 1.54% | +11,793 | New |
| Trust Investment Advisors | 11,784 | $1.71M | 1.34% | +381+3.3% | Added |
| MidWestOne Financial Group, Inc. | 11,745 | $1.70M | 0.36% | +210+1.8% | Added |
| Hedeker Wealth, LLC | 11,741 | $1.70M | 0.49% | −426−3.5% | Reduced |
| Guardian Capital LP | 11,729 | $1.70M | 0.03% | 00.0% | Unchanged |
| Centric Wealth Management | 11,722 | $1.70M | 0.56% | +465+4.1% | Added |
| PFS Investments Inc. | 11,700 | $1.69M | 0.03% | +941+8.7% | Added |
| Eagle Bluffs Wealth Management LLC | 11,684 | $1.69M | 1.77% | +11,684 | New |
| Western Wealth Management, LLC | 11,733 | $1.69M | 0.17% | +11,733 | New |
| Monetary Management Group Inc | 11,661 | $1.69M | 0.42% | +700+6.4% | Added |
| Invst, LLC | 12,490 | $1.69M | 0.26% | +2,732+28.0% | Added |
| MBB Public Markets I LLC | 11,650 | $1.69M | 0.03% | +11,650 | New |
| Brewin Dolphin Ltd | 11,649 | $1.69M | 0.07% | −1,639−12.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,639 | $1.68M | 0.01% | +171+1.5% | Added |
| Bayesian Capital Management, LP | 11,594 | $1.68M | 0.53% | +894+8.4% | Added |
| Doliver Advisors, LP | 12,035 | $1.68M | 0.53% | +160+1.3% | Added |
| Oak Harbor Wealth Partners, LLC | 11,578 | $1.68M | 0.58% | +11,578 | New |
| True North Advisors, LLC | 11,514 | $1.67M | 0.28% | −920−7.4% | Reduced |
| Vise Technologies, Inc. | 11,513 | $1.67M | 0.45% | +11,513 | New |
| Global Trust Asset Management, LLC | 11,499 | $1.66M | 0.66% | −379−3.2% | Reduced |
| Regency Capital Management Inc. | 11,470 | $1.66M | 1.06% | −836−6.8% | Reduced |
| Clare Market Investments LLC | 11,467 | $1.66M | 0.46% | −5,401−32.0% | Reduced |
| WBH Advisory Inc | 11,460 | $1.66M | 0.19% | +420+3.8% | Added |
| Boston Financial Mangement LLC | 11,429 | $1.65M | 0.06% | +103+0.9% | Added |
| West Family Investments, Inc. | 11,393 | $1.65M | 0.46% | −971−7.9% | Reduced |
| HawsGoodwin Investment Management LLC | 11,370 | $1.65M | 0.48% | +207+1.9% | Added |
| GFG Capital, LLC | 11,329 | $1.64M | 0.49% | +761+7.2% | Added |
| Trust Co of Oklahoma | 11,155 | $1.61M | 0.55% | −44−0.4% | Reduced |
| First Commonwealth Financial Corp | 11,086 | $1.60M | 0.52% | +40+0.4% | Added |
| Madison Wealth Management | 11,044 | $1.60M | 0.32% | +945+9.4% | Added |
| BOK Financial Private Wealth, Inc. | 11,040 | $1.60M | 0.11% | +932+9.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,023 | $1.59M | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,014 | $1.59M | 1.00% | −318−2.8% | Reduced |
| Harbor Advisors LLC | 11,000 | $1.59M | 0.30% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 10,999 | $1.59M | 0.59% | +6,194+128.9% | Added |
| Leonteq Securities AG | 10,973 | $1.59M | 0.07% | +10,973 | New |
| Echo Street Capital Management LLC | 10,946 | $1.58M | 0.01% | +4,985+83.6% | Added |
| Argent Capital Management LLC | 10,900 | $1.58M | 0.05% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 10,902 | $1.58M | 0.91% | −35−0.3% | Reduced |
| Harbour Investments, Inc. | 10,800 | $1.56M | 0.09% | −21,400−66.5% | Reduced |
| First Financial Bank - Trust Division | 10,754 | $1.56M | 0.16% | −503−4.5% | Reduced |
| Autumn Glory Partners, LLC | 10,740 | $1.55M | 0.65% | +10,740 | New |
| Legacy Bridge, LLC | 10,738 | $1.55M | 0.81% | +3,930+57.7% | Added |
| Ausdal Financial Partners, Inc. | 10,730 | $1.55M | 0.21% | +525+5.1% | Added |
| Pinnbrook Capital Management LP | 10,701 | $1.55M | 1.24% | +10,701 | New |
| Old Port Advisors | 10,758 | $1.54M | 0.52% | +108+1.0% | Added |
| Meristem Family Wealth, LLC | 10,661 | $1.54M | 0.13% | −1,000−8.6% | Reduced |
| Pitcairn Co | 10,625 | $1.54M | 0.10% | −386−3.5% | Reduced |
| Deltec Asset Management LLC | 10,626 | $1.54M | 0.25% | −355−3.2% | Reduced |
| Symphony Financial, Ltd. Co. | 10,629 | $1.54M | 0.43% | +904+9.3% | Added |
| Navalign, LLC | 10,603 | $1.53M | 0.61% | −83−0.8% | Reduced |
| Aldebaran Financial Inc. | 10,599 | $1.53M | 1.20% | +95+0.9% | Added |
| Silicon Valley Community Foundation | 10,568 | $1.53M | 0.10% | +10,568 | New |
| Smith Anglin Financial, LLC | 10,545 | $1.53M | 0.26% | −17−0.2% | Reduced |
| Highlander Capital Management, LLC | 10,550 | $1.53M | 0.71% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 10,545 | $1.53M | 0.95% | +144+1.4% | Added |
| Laidlaw Wealth Management LLC | 10,525 | $1.52M | 0.24% | +10,525 | New |
| Lifeworks Advisors, LLC | 10,525 | $1.52M | 1.21% | +10,525 | New |
| Greatmark Investment Partners, Inc. | 10,510 | $1.52M | 0.26% | −5,600−34.8% | Reduced |
| First National Bank & Trust Co of Newtown | 10,469 | $1.51M | 0.29% | −185−1.7% | Reduced |
| Union Heritage Capital, LLC | 10,450 | $1.51M | 0.71% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 10,445 | $1.51M | 0.27% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 10,400 | $1.50M | 0.06% | −5,329−33.9% | Reduced |
| NVWM, LLC | 10,349 | $1.50M | 0.47% | +159+1.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,383 | $1.50M | 0.43% | −962−8.5% | Reduced |
| First PREMIER Bank | 10,359 | $1.50M | 0.39% | −70−0.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,352 | $1.50M | 0.66% | −2,311−18.3% | Reduced |
| SOL Capital Management CO | 10,350 | $1.50M | 0.27% | 00.0% | Unchanged |
| Park National Corp | 10,276 | $1.49M | 0.06% | −921−8.2% | Reduced |
| X-Square Capital, LLC | 10,272 | $1.49M | 0.75% | +607+6.3% | Added |
| Ignite Planners, LLC | 10,400 | $1.48M | 0.97% | +10,400 | New |
| Linscomb & Williams, Inc. | 10,247 | $1.48M | 0.07% | +26+0.3% | Added |
| Gilbert & Cook, Inc. | 10,243 | $1.48M | 0.24% | +116+1.1% | Added |
| Insight Inv LLC | 10,200 | $1.48M | 1.36% | +10,200 | New |
| Capstone Investment Advisors, LLC | 10,207 | $1.48M | 0.02% | −166,199−94.2% | Reduced |
| Sargent Investment Group, LLC | 10,194 | $1.48M | 0.34% | −1,500−12.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,192 | $1.48M | 0.02% | −154−1.5% | Reduced |
| Douglas Lane & Associates, LLC | 10,188 | $1.47M | 0.02% | −689−6.3% | Reduced |
| Occudo Quantitative Strategies LP | 10,180 | $1.47M | 0.13% | +10,180 | New |
| Intrust Bank NA | 10,174 | $1.47M | 0.18% | −379−3.6% | Reduced |
| Quest Capital Management Inc | 10,082 | $1.46M | 0.25% | −17−0.2% | Reduced |
| Cowen and Company, LLC | 10,074 | $1.46M | 0.14% | +10,074 | New |
| Grandview Asset Management LLC | 10,055 | $1.46M | 0.59% | +10,055 | New |
| Essex Financial Services, Inc. | 10,047 | $1.45M | 0.14% | −584−5.5% | Reduced |
| Tudor Investment Corp Et Al | 10,010 | $1.45M | 0.03% | −56,556−85.0% | Reduced |