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 |
|---|---|---|---|---|---|
| Vantage Financial Partners Ltd., Inc. | 9,985 | $1.45M | 0.73% | +1,000+11.1% | Added |
| Summit Financial Strategies, Inc. | 9,888 | $1.43M | 0.28% | −337−3.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 9,893 | $1.43M | 0.53% | +710+7.7% | Added |
| Pioneer Trust Bank N A | 9,880 | $1.43M | 0.37% | +3,600+57.3% | Added |
| White Pine Capital LLC | 9,869 | $1.43M | 0.42% | +78+0.8% | Added |
| Alaethes Wealth LLC | 9,850 | $1.43M | 0.90% | −45−0.5% | Reduced |
| Jarislowsky, Fraser Ltd | 9,836 | $1.42M | 0.01% | −13,400−57.7% | Reduced |
| Warther Private Wealth, LLC | 9,807 | $1.42M | 1.05% | +345+3.6% | Added |
| CWS Financial Advisors, LLC | 9,803 | $1.42M | 0.50% | +9,803 | New |
| Resource Management, LLC | 9,790 | $1.42M | 0.15% | −185−1.9% | Reduced |
| Asset Management Corp | 9,772 | $1.41M | 0.82% | +817+9.1% | Added |
| Nicholas Hoffman & Company, LLC. | 9,764 | $1.41M | 0.05% | +570+6.2% | Added |
| Engine No. 1 LLC | 9,741 | $1.41M | 0.29% | +2,046+26.6% | Added |
| Independent Solutions Wealth Management, LLC | 9,733 | $1.41M | 0.33% | −307−3.1% | Reduced |
| Coastal Investment Advisors, Inc. | 9,722 | $1.41M | 0.31% | +208+2.2% | Added |
| Money Concepts Capital Corp | 9,707 | $1.41M | 0.12% | +9,707 | New |
| Kidder Stephen W | 9,700 | $1.40M | 0.43% | −50−0.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 9,669 | $1.40M | 0.10% | +113+1.2% | Added |
| Jeppson Wealth Management, LLC | 9,643 | $1.40M | 0.67% | −245−2.5% | Reduced |
| Amarillo National Bank | 9,626 | $1.39M | 0.27% | +83+0.9% | Added |
| Gratus Capital LLC | 9,613 | $1.39M | 0.13% | +11+0.1% | Added |
| Investment Partners, Ltd. | 9,566 | $1.38M | 0.57% | −165−1.7% | Reduced |
| Chicago Capital, LLC | 9,464 | $1.37M | 0.05% | −175−1.8% | Reduced |
| JB Capital LLC | 9,452 | $1.37M | 0.14% | +905+10.6% | Added |
| Accretive Wealth Partners, LLC | 9,414 | $1.36M | 0.87% | +388+4.3% | Added |
| Avidian Wealth Solutions, LLC | 9,409 | $1.36M | 0.09% | +520+5.8% | Added |
| Argent Advisors, Inc. | 9,382 | $1.36M | 0.73% | −2,939−23.9% | Reduced |
| Gibraltar Capital Management, Inc. | 9,388 | $1.36M | 0.62% | +217+2.4% | Added |
| Beese Fulmer Investment Management, Inc. | 9,339 | $1.35M | 0.14% | +107+1.2% | Added |
| First National Bank of Hutchinson | 9,305 | $1.35M | 0.77% | +30.0% | Added |
| D.B. Root & Company, LLC | 9,291 | $1.34M | 0.48% | −285−3.0% | Reduced |
| Founders Financial Securities LLC | 9,271 | $1.34M | 0.24% | +198+2.2% | Added |
| Arden Trust Co | 9,263 | $1.34M | 0.23% | −416−4.3% | Reduced |
| Lumature Wealth Partners, LLC | 9,236 | $1.34M | 0.52% | +437+5.0% | Added |
| Main Street Research LLC | 9,236 | $1.34M | 0.10% | +608+7.0% | Added |
| Continuum Advisory, LLC | 30,075 | $1.33M | 0.30% | −1,671−5.3% | Reduced |
| Altman Advisors, Inc. | 9,505 | $1.33M | 0.81% | +493+5.5% | Added |
| WealthPLAN Partners, LLC | 9,444 | $1.32M | 0.09% | −185−1.9% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 9,099 | $1.32M | 1.06% | +9,099 | New |
| Orion Portfolio Solutions, LLC | 9,089 | $1.31M | 0.04% | +251+2.8% | Added |
| Secure Asset Management, LLC | 9,065 | $1.31M | 0.53% | +762+9.2% | Added |
| Montecito Bank & Trust | 9,064 | $1.31M | 0.23% | −682−7.0% | Reduced |
| Almanack Investment Partners, LLC. | 9,027 | $1.31M | 0.11% | +32+0.4% | Added |
| Vaughan David Investments LLC | 9,064 | $1.31M | 0.04% | +166+1.9% | Added |
| Gyon Technologies Capital Management, LP | 8,998 | $1.30M | 0.24% | −2,525−21.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,996 | $1.30M | 0.08% | −200−2.2% | Reduced |
| First Heartland Consultants, Inc. | 8,995 | $1.30M | 0.17% | +785+9.6% | Added |
| Northeast Financial Consultants Inc | 8,982 | $1.30M | 0.08% | −451−4.8% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 8,978 | $1.30M | 0.88% | +415+4.8% | Added |
| Diamant Asset Management, Inc. | 8,970 | $1.30M | 0.95% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 8,941 | $1.29M | 0.09% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 8,933 | $1.29M | 0.53% | −42−0.5% | Reduced |
| LCM Capital Management Inc | 8,893 | $1.29M | 1.00% | +278+3.2% | Added |
| RSM US Wealth Management LLC | 8,842 | $1.28M | 0.06% | +100+1.1% | Added |
| Jaffetilchin Investment Partners, LLC | 8,834 | $1.28M | 0.12% | +986+12.6% | Added |
| Orser Capital Management, LLC | 8,822 | $1.28M | 0.66% | −4,288−32.7% | Reduced |
| Hancock Whitney Investment Services Inc. | 8,807 | $1.27M | 0.22% | +8,807 | New |
| Jmac Enterprises LLC | 9,178 | $1.27M | 0.30% | +9,178 | New |
| Crescent Capital Consulting, LLC | 8,802 | $1.27M | 0.21% | +10+0.1% | Added |
| Trustco Bank Corp N Y | 8,804 | $1.27M | 1.11% | +39+0.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,780 | $1.27M | 0.03% | −148−1.7% | Reduced |
| Wellington Shields & Co., LLC | 8,751 | $1.27M | 0.25% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,224 | $1.26M | 0.53% | +320+3.6% | Added |
| First National Bank of South Miami | 8,733 | $1.26M | 0.76% | +1,709+24.3% | Added |
| K.J. Harrison & Partners Inc | 8,714 | $1.26M | 0.18% | −9,590−52.4% | Reduced |
| Highview Capital Management LLC | 8,730 | $1.26M | 0.82% | +8,730 | New |
| Rathbone Brothers plc | 8,697 | $1.26M | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 8,684 | $1.26M | 1.04% | +8,684 | New |
| Ahl Investment Management, Inc. | 8,680 | $1.26M | 1.15% | +8,680 | New |
| FDx Advisors, Inc. | 8,656 | $1.25M | 0.03% | +3,465+66.8% | Added |
| First Farmers & Merchants Bank / Trust | 8,642 | $1.25M | 1.24% | +8,642 | New |
| First Dallas Securities Inc. | 8,600 | $1.24M | 0.82% | −550−6.0% | Reduced |
| Bedel Financial Consulting, Inc. | 8,600 | $1.24M | 0.39% | +186+2.2% | Added |
| RB Capital Management, LLC | 8,586 | $1.24M | 0.39% | +212+2.5% | Added |
| Chilton Capital Management LLC | 8,565 | $1.24M | 0.06% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 8,561 | $1.24M | 0.12% | +5,747+204.2% | Added |
| Altium Wealth Management LLC | 8,527 | $1.23M | 0.08% | +1,074+14.4% | Added |
| Keystone Financial Group | 8,515 | $1.23M | 0.20% | 00.0% | Unchanged |
| TCM Advisors, LLC | 8,600 | $1.23M | 1.09% | +8,600 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,498 | $1.23M | 0.25% | +536+6.7% | Added |
| CoreCap Advisors, LLC | 8,487 | $1.23M | 0.08% | +8,487 | New |
| First Command Financial Services, Inc. | 8,459 | $1.22M | 0.18% | −312−3.6% | Reduced |
| First Command Bank | 8,771 | $1.22M | 0.21% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 8,440 | $1.22M | 0.44% | +35+0.4% | Added |
| Ayalon Holdings Ltd. | 8,389 | $1.22M | 0.42% | +7+0.1% | Added |
| WMG Financial Advisors, LLC | 8,376 | $1.21M | 0.95% | +8,376 | New |
| Crumly & Associates Inc. | 8,556 | $1.21M | 0.48% | −2,864−25.1% | Reduced |
| Reilly Financial Advisors, LLC | 8,336 | $1.21M | 0.09% | +115+1.4% | Added |
| Archer Investment Corp | 8,331 | $1.21M | 0.41% | −517−5.8% | Reduced |
| Blue Chip Partners, Inc. | 8,320 | $1.20M | 0.15% | −5−0.1% | Reduced |
| Winthrop Advisory Group LLC | 8,278 | $1.20M | 0.24% | −90−1.1% | Reduced |
| AXS Investments LLC | 8,305 | $1.20M | 0.28% | +5,177+165.5% | Added |
| Logan Capital Management Inc | 8,266 | $1.20M | 0.05% | −153−1.8% | Reduced |
| IPG Investment Advisors LLC | 8,254 | $1.20M | 0.22% | +8,254 | New |
| Wealthsource Partners, LLC | 8,248 | $1.19M | 0.10% | −196−2.3% | Reduced |
| Americana Partners, LLC | 8,252 | $1.19M | 0.22% | +250+3.1% | Added |
| Sentinel Pension Advisors Inc | 8,221 | $1.19M | 0.37% | +2,550+45.0% | Added |
| Aberdeen Wealth Management LLC | 8,201 | $1.19M | 0.77% | −700−7.9% | Reduced |
| Altfest L J & Co Inc | 8,192 | $1.19M | 0.23% | −399−4.6% | Reduced |
| Paradigm Asset Management Co LLC | 8,162 | $1.18M | 0.30% | +562+7.4% | Added |