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 |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 6,935 | $1.00M | 0.01% | +3,256+88.5% | Added |
| Southern Capital Advisors, LLC | 6,924 | $1.00M | 0.62% | +6,924 | New |
| PFG Advisors | 6,918 | $1.00M | 0.10% | −15−0.2% | Reduced |
| Sky Investment Group LLC | 6,911 | $1.00M | 0.20% | −85−1.2% | Reduced |
| Claraphi Advisory Network, LLC | 6,914 | $1.00M | 0.35% | −43−0.6% | Reduced |
| Towerpoint Wealth, LLC | 6,906 | $999.0K | 0.47% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,896 | $997.0K | 0.08% | +1,367+24.7% | Added |
| Horizon Wealth Management, LLC | 6,884 | $996.0K | 0.29% | +6,884 | New |
| Shulman DeMeo Asset Management LLC | 6,877 | $995.0K | 0.26% | −268−3.8% | Reduced |
| Proffitt & Goodson Inc | 6,866 | $993.0K | 0.17% | −40−0.6% | Reduced |
| Castle Rock Wealth Management, LLC | 7,069 | $991.0K | 0.40% | +5+0.1% | Added |
| Rafferty Asset Management, LLC | 6,844 | $990.0K | 0.01% | +284+4.3% | Added |
| Eudaimonia Advisors LLC | 6,845 | $990.0K | 0.58% | +6,845 | New |
| Byrne Asset Management LLC | 6,826 | $988.0K | 0.64% | +6,826 | New |
| White Lighthouse Investment Management Inc. | 6,762 | $978.0K | 0.24% | +12+0.2% | Added |
| KMG Fiduciary Partners, LLC | 6,762 | $978.0K | 0.15% | +296+4.6% | Added |
| Eidelman Virant Capital | 6,745 | $977.0K | 0.36% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 6,735 | $974.0K | 0.03% | +2,100+45.3% | Added |
| Hurlow Wealth Management Group, Inc. | 6,927 | $973.0K | 0.76% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,690 | $967.0K | 0.83% | +910+15.7% | Added |
| Adams Chetwood Wealth Management LLC | 6,677 | $966.0K | 0.66% | +900+15.6% | Added |
| PSI Advisors, LLC | 6,640 | $961.0K | 0.39% | +272+4.3% | Added |
| Strategic Investment Advisors | 6,639 | $961.0K | 0.19% | +556+9.1% | Added |
| Evergreen Capital Management LLC | 6,621 | $958.0K | 0.04% | −578−8.0% | Reduced |
| SkyView Investment Advisors, LLC | 6,611 | $956.0K | 0.21% | +40+0.6% | Added |
| Phoenix Wealth Advisors | 6,598 | $955.0K | 0.72% | +1,666+33.8% | Added |
| Estate Counselors, LLC | 6,592 | $953.0K | 0.12% | +6,592 | New |
| Global Financial Private Client, LLC | 6,568 | $950.4K | 0.46% | −44−0.7% | Reduced |
| Evernest Financial Advisors, LLC | 5,608 | $949.4K | 0.49% | +5,608 | New |
| Highland Capital Management, LLC | 6,555 | $948.0K | 0.05% | +40+0.6% | Added |
| Grove Bank & Trust | 6,522 | $944.0K | 0.18% | +284+4.6% | Added |
| Barr E S & Co | 6,515 | $943.0K | 0.06% | 00.0% | Unchanged |
| Boston Family Office LLC | 6,503 | $941.0K | 0.06% | +69+1.1% | Added |
| Summit Financial Wealth Advisors, LLC | 6,620 | $940.0K | 0.18% | +55+0.8% | Added |
| Holderness Investments Co | 6,494 | $940.0K | 0.28% | +157+2.5% | Added |
| Somerville Kurt F | 6,480 | $937.0K | 0.13% | −750−10.4% | Reduced |
| Day & Ennis, LLC | 6,478 | $937.0K | 0.31% | +6+0.1% | Added |
| Certified Advisory Corp | 6,467 | $936.0K | 0.21% | −370−5.4% | Reduced |
| Perpetual Investment Management Ltd | 6,452 | $934.0K | 0.11% | −13,300−67.3% | Reduced |
| 55I, LLC | 6,446 | $933.0K | 0.02% | +631+10.9% | Added |
| Oxbow Advisors, LLC | 6,441 | $932.0K | 0.09% | +198+3.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,427 | $930.0K | 0.41% | −300−4.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 6,402 | $926.0K | 0.44% | −565−8.1% | Reduced |
| Bowman & Co S.C. | 6,371 | $924.0K | 0.71% | +6,371 | New |
| Perennial Investment Advisors, LLC | 6,364 | $921.0K | 0.29% | −55−0.9% | Reduced |
| Pathstone Family Office, LLC | 6,344 | $921.0K | 0.02% | −63−1.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 6,353 | $919.0K | 0.34% | −8−0.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 6,351 | $919.0K | 0.18% | +67+1.1% | Added |
| Wellington Shields Capital Management, LLC | 6,350 | $919.0K | 0.12% | +3,000+89.6% | Added |
| St. Louis Trust Co | 6,344 | $918.0K | 0.19% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 6,346 | $918.0K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 6,333 | $916.0K | 0.24% | +30+0.5% | Added |
| Triton Wealth Management, PLLC | 6,443 | $913.0K | 0.47% | −361−5.3% | Reduced |
| Papp L Roy & Associates | 6,306 | $912.0K | 0.10% | −400−6.0% | Reduced |
| Tectonic Advisors LLC | 6,292 | $910.0K | 0.16% | +295+4.9% | Added |
| Foster Dykema Cabot & Co Inc | 6,285 | $909.0K | 0.10% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 6,280 | $909.0K | 0.13% | +924+17.3% | Added |
| Beaton Management Co. Inc. | 6,275 | $908.0K | 0.54% | 00.0% | Unchanged |
| Compton Capital Management Inc | 6,266 | $907.0K | 0.24% | +500+8.7% | Added |
| Newbridge Financial Services Group, Inc. | 6,245 | $904.0K | 0.43% | +4,710+306.8% | Added |
| Sage Mountain Advisors LLC | 6,238 | $903.0K | 0.11% | +263+4.4% | Added |
| Founders Financial Alliance, LLC | 6,231 | $902.0K | 0.36% | −282−4.3% | Reduced |
| Foster Group, Inc. | 6,228 | $901.0K | 0.08% | −97−1.5% | Reduced |
| Colonial River Wealth Management, LLC | 6,227 | $901.0K | 0.49% | +6,227 | New |
| Laraway Financial Inc | 6,230 | $901.0K | 0.80% | +6,230 | New |
| Merriman Wealth Management, LLC | 6,224 | $900.0K | 0.07% | +170+2.8% | Added |
| Fort Point Capital Partners LLC | 6,220 | $900.0K | 0.13% | +1,312+26.7% | Added |
| TD Ameritrade Investment Management, LLC | 6,204 | $898.0K | 0.01% | −2,065−25.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,204 | $898.0K | 0.05% | −119−1.9% | Reduced |
| Sofos Investments, Inc. | 5,528 | $897.0K | 0.07% | +1,916+53.0% | Added |
| Arkansas Financial Group, Inc. | 6,193 | $896.0K | 0.18% | −491−7.3% | Reduced |
| Joel Isaacson & Co., LLC | 6,175 | $893.0K | 0.06% | +188+3.1% | Added |
| Compagnie Lombard Odier SCmA | 6,163 | $892.0K | 0.02% | −425−6.5% | Reduced |
| WNY Asset Management, LLC | 6,175 | $892.0K | 0.27% | −221−3.5% | Reduced |
| Atlas Capital Advisors LLC | 6,101 | $882.8K | 0.13% | −1,966−24.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,090 | $881.0K | 0.45% | −150−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,070 | $878.0K | 0.12% | −1,420−19.0% | Reduced |
| Cozad Asset Management Inc | 6,067 | $878.0K | 0.12% | −530−8.0% | Reduced |
| West Chester Capital Advisors, Inc | 6,065 | $878.0K | 0.60% | +4+0.1% | Added |
| Colton Groome Financial Advisors, LLC | 6,069 | $878.0K | 0.36% | +88+1.5% | Added |
| Professional Financial Advisors, LLC | 6,046 | $875.0K | 0.38% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,044 | $875.0K | 0.05% | +1,887+45.4% | Added |
| Aviance Capital Partners, LLC | 6,029 | $872.0K | 0.15% | −124−2.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,000 | $868.0K | 0.34% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,998 | $867.0K | 0.07% | −385−6.0% | Reduced |
| Missouri Trust & Investment Co | 5,993 | $867.0K | 0.50% | +5,993 | New |
| Valley National Advisers Inc | 5,985 | $866.0K | 0.16% | −697−10.4% | Reduced |
| West Michigan Advisors, LLC | 5,984 | $866.0K | 0.65% | +5,984 | New |
| Compass Financial Advisors LLC | 5,988 | $866.0K | 0.95% | +5,988 | New |
| LexAurum Advisors, LLC | 5,955 | $862.0K | 0.28% | −1,721−22.4% | Reduced |
| Chesapeake Wealth Management | 5,953 | $862.0K | 0.29% | −600−9.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,960 | $862.0K | 0.06% | +190+3.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,947 | $861.0K | 0.21% | +342+6.1% | Added |
| Great Diamond Partners, LLC | 5,947 | $860.0K | 0.22% | −670−10.1% | Reduced |
| Exencial Wealth Advisors, LLC | 5,946 | $860.0K | 0.04% | +1,640+38.1% | Added |
| TCI Wealth Advisors, Inc. | 5,921 | $857.0K | 0.13% | −303−4.9% | Reduced |
| REDW Wealth LLC | 5,913 | $856.0K | 0.25% | −352−5.6% | Reduced |
| Warren Averett Asset Management, LLC | 6,310 | $853.0K | 0.07% | −539−7.9% | Reduced |
| G&S Capital LLC | 5,897 | $853.0K | 0.43% | −597−9.2% | Reduced |
| Arnhold LLC | 5,888 | $852.0K | 0.10% | −83−1.4% | Reduced |