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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 8,155 | $1.18M | 0.31% | +259+3.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,146 | $1.18M | 0.13% | +415+5.4% | Added |
| Ami Investment Management Inc | 8,137 | $1.18M | 0.49% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 8,125 | $1.18M | 0.26% | +125+1.6% | Added |
| Eagle Rock Investment Company, LLC | 8,080 | $1.17M | 0.22% | +8,080 | New |
| CVA Family Office, LLC | 8,071 | $1.17M | 0.29% | +2,354+41.2% | Added |
| Dillon & Associates Inc | 8,045 | $1.17M | 0.20% | −145−1.8% | Reduced |
| Claro Advisors LLC | 8,051 | $1.17M | 0.42% | +575+7.7% | Added |
| Tempus Wealth Planning, LLC | 8,042 | $1.16M | 0.63% | +915+12.8% | Added |
| Enterprise Financial Services Corp | 8,025 | $1.16M | 0.18% | −7,181−47.2% | Reduced |
| 44 Wealth Management LLC | 8,025 | $1.16M | 0.40% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 8,012 | $1.16M | 0.77% | +495+6.6% | Added |
| Am Investment Strategies LLC | 8,004 | $1.16M | 0.28% | +742+10.2% | Added |
| Dixon Hubard Feinour & Brown Inc | 8,002 | $1.16M | 0.11% | +1,893+31.0% | Added |
| Kesler, Norman & Wride, LLC | 7,949 | $1.15M | 0.24% | +500+6.7% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 7,937 | $1.15M | 1.07% | +102+1.3% | Added |
| LeJeune Puetz Investment Counsel LLC | 7,930 | $1.15M | 0.39% | −75−0.9% | Reduced |
| American State Bank (Iowa) | 7,922 | $1.15M | 0.79% | +366+4.8% | Added |
| Virtue Capital Management, LLC | 7,918 | $1.15M | 0.17% | +117+1.5% | Added |
| Ritholtz Wealth Management | 7,897 | $1.14M | 0.07% | −329−4.0% | Reduced |
| Hollencrest Capital Management | 7,896 | $1.14M | 0.09% | +900+12.9% | Added |
| PBMares Wealth Management LLC | 7,885 | $1.14M | 0.48% | +184+2.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,882 | $1.14M | 0.06% | +10+0.1% | Added |
| Charles Schwab Trust Co | 7,871 | $1.14M | 0.18% | +1,442+22.4% | Added |
| Evanson Asset Management, LLC | 7,865 | $1.14M | 0.10% | −131−1.6% | Reduced |
| Fieldpoint Private Securities, LLC | 7,862 | $1.14M | 0.22% | +1,412+21.9% | Added |
| Ancora Advisors, LLC | 7,846 | $1.14M | 0.03% | −190−2.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 7,835 | $1.13M | 1.07% | +7,835 | New |
| Peregrine Asset Advisers, Inc. | 7,828 | $1.13M | 0.46% | +1,361+21.0% | Added |
| Live Oak Private Wealth LLC | 7,824 | $1.13M | 0.21% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 7,802 | $1.13M | 0.37% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 7,797 | $1.13M | 0.91% | +7,797 | New |
| First Community Trust NA | 7,780 | $1.13M | 0.93% | +7,780 | New |
| First Foundation Advisors | 7,776 | $1.13M | 0.04% | +815+11.7% | Added |
| 626 Financial, LLC | 7,772 | $1.13M | 0.69% | +7,772 | New |
| Bar Harbor Trust Services | 7,750 | $1.12M | 0.30% | +1,605+26.1% | Added |
| Two Sigma Advisers, LP | 7,700 | $1.11M | 0.00% | −26,900−77.7% | Reduced |
| Gray Wealth Management Inc. | 7,688 | $1.11M | 0.55% | −473−5.8% | Reduced |
| Calton & Associates, Inc. | 7,684 | $1.11M | 0.30% | −511−6.2% | Reduced |
| Advisor Resource Council | 7,580 | $1.10M | 0.09% | +7,580 | New |
| Vahanian & Associates Financial Planning Inc. | 7,566 | $1.09M | 0.88% | +7,566 | New |
| Platform Technology Partners | 7,545 | $1.09M | 0.48% | +56+0.7% | Added |
| MKT Advisors LLC | 8,047 | $1.09M | 0.86% | +8,047 | New |
| Institute for Wealth Management, LLC. | 7,516 | $1.09M | 0.18% | +4+0.1% | Added |
| WealthShield Partners, LLC | 7,503 | $1.09M | 0.18% | +1,579+26.7% | Added |
| Farmers National Bank | 7,504 | $1.09M | 0.36% | −520−6.5% | Reduced |
| Golden State Equity Partners | 7,484 | $1.08M | 0.55% | −9,940−57.0% | Reduced |
| Icon Wealth Partners, LLC | 7,482 | $1.08M | 0.11% | 00.0% | Unchanged |
| Ballast, Inc. | 7,487 | $1.08M | 0.42% | +274+3.8% | Added |
| Oxinas Partners Wealth Management LLC | 7,465 | $1.08M | 0.62% | +751+11.2% | Added |
| Kanawha Capital Management LLC | 7,423 | $1.07M | 0.09% | +2,940+65.6% | Added |
| Intrua Financial, LLC | 7,413 | $1.07M | 0.19% | −664−8.2% | Reduced |
| Baker Ellis Asset Management LLC | 7,419 | $1.07M | 0.19% | +100+1.4% | Added |
| TLWM | 7,419 | $1.07M | 0.36% | +188+2.6% | Added |
| Woodward Diversified Capital, LLC | 7,419 | $1.07M | 0.63% | +1,201+19.3% | Added |
| Peoples Financial Services Corp. | 7,404 | $1.07M | 0.42% | −60−0.8% | Reduced |
| Whalerock Point Partners, LLC | 7,397 | $1.07M | 0.37% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 7,567 | $1.07M | 0.17% | +5,155+213.7% | Added |
| S.C. Financial Services, Inc. | 7,325 | $1.07M | 1.23% | +7,325 | New |
| Prestige Wealth Management Group LLC | 7,362 | $1.06M | 0.25% | +176+2.4% | Added |
| Narwhal Capital Management | 7,356 | $1.06M | 0.12% | 00.0% | Unchanged |
| Renaissance Group LLC | 7,350 | $1.06M | 0.04% | +493+7.2% | Added |
| Huber Capital Management LLC | 7,327 | $1.06M | 0.28% | −6,728−47.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,321 | $1.06M | 0.07% | +7,321 | New |
| Strategic Advisors LLC | 7,316 | $1.06M | 0.15% | −166−2.2% | Reduced |
| Delta Investment Management, LLC | 7,310 | $1.06M | 0.30% | +28+0.4% | Added |
| KC Investment Advisors, LLC | 7,313 | $1.06M | 0.71% | +412+6.0% | Added |
| GPS Wealth Strategies Group, LLC | 7,304 | $1.06M | 0.23% | −414−5.4% | Reduced |
| Schechter Investment Advisors, LLC | 7,298 | $1.06M | 0.10% | +7,298 | New |
| Disciplined Investments, LLC | 7,278 | $1.05M | 0.47% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,263 | $1.05M | 0.11% | −112−1.5% | Reduced |
| Canvas Wealth Advisors, LLC | 7,262 | $1.05M | 0.38% | +1,835+33.8% | Added |
| Inlet Private Wealth, LLC | 7,250 | $1.05M | 0.25% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,230 | $1.05M | 0.05% | +236+3.4% | Added |
| Norris Financial Group, LLC | 7,219 | $1.04M | 0.63% | −148−2.0% | Reduced |
| Cannell Peter B & Co Inc | 7,200 | $1.04M | 0.03% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 7,185 | $1.04M | 0.40% | +9+0.1% | Added |
| Adirondack Trust Co | 7,174 | $1.04M | 0.50% | +13+0.2% | Added |
| Bluestein R H & Co | 7,173 | $1.04M | 0.04% | +2,875+66.9% | Added |
| Biltmore Family Office, LLC | 7,127 | $1.03M | 0.20% | −180−2.5% | Reduced |
| Aureus Asset Management, LLC | 7,154 | $1.03M | 0.06% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,125 | $1.03M | 0.30% | +1,470+26.0% | Added |
| Focused Wealth Management, Inc | 7,093 | $1.03M | 0.16% | −977−12.1% | Reduced |
| Lincoln Capital LLC | 7,089 | $1.03M | 0.25% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 7,090 | $1.03M | 0.38% | +1,670+30.8% | Added |
| High Net Worth Advisory Group LLC | 7,092 | $1.03M | 0.36% | +7,092 | New |
| Pin Oak Investment Advisors Inc | 7,071 | $1.02M | 1.04% | +55+0.8% | Added |
| Wilson & Boucher Capital Management, LLC | 7,072 | $1.02M | 0.92% | +7,072 | New |
| Catalyst Capital Advisors LLC | 7,062 | $1.02M | 0.05% | +780+12.4% | Added |
| Abacus Planning Group, Inc. | 7,026 | $1.02M | 0.27% | −160−2.2% | Reduced |
| Oak Family Advisors, LLC | 7,016 | $1.01M | 0.49% | +743+11.8% | Added |
| Southeast Asset Advisors Inc. | 7,011 | $1.01M | 0.14% | +4+0.1% | Added |
| Credit Capital Investments LLC | 7,000 | $1.01M | 0.98% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 6,988 | $1.01M | 0.27% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6,988 | $1.01M | 0.17% | +2,298+49.0% | Added |
| Intellectus Partners, LLC | 6,937 | $1.01M | 0.26% | −200−2.8% | Reduced |
| Landmark Financial Advisors, LLC | 6,970 | $1.01M | 0.45% | +466+7.2% | Added |
| Courier Capital LLC | 6,943 | $1.00M | 0.09% | −1,904−21.5% | Reduced |
| Icapital Wealth LLC | 6,945 | $1.00M | 0.39% | +6,945 | New |
| DT Investment Partners, LLC | 6,929 | $1.00M | 0.13% | −345−4.7% | Reduced |