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 |
|---|---|---|---|---|---|
| Collective Family Office LLC | 5,887 | $852.0K | 0.34% | +825+16.3% | Added |
| MJP Associates Inc | 5,887 | $851.0K | 0.26% | −497−7.8% | Reduced |
| Elgethun Capital Management | 5,913 | $850.0K | 0.30% | +430+7.8% | Added |
| Vantage Consulting Group Inc | 5,875 | $850.0K | 0.23% | +558+10.5% | Added |
| Syntax Advisors, LLC | 5,875 | $850.0K | 0.63% | +5,875 | New |
| Cornerstone Advisory, LLC | 5,866 | $849.0K | 0.12% | −515−8.1% | Reduced |
| Grace Capital | 5,870 | $849.0K | 0.50% | −43−0.7% | Reduced |
| Wealthspan Partners, LLC | 5,859 | $848.0K | 0.75% | +5,859 | New |
| BEAM Asset Management, LLC | 5,853 | $847.0K | 0.97% | −489−7.7% | Reduced |
| Enhancing Capital LLC | 5,846 | $846.0K | 0.92% | +5,846 | New |
| Lake Street Financial LLC | 5,834 | $844.0K | 0.15% | +1,641+39.1% | Added |
| Financial Architects, Inc | 5,824 | $843.0K | 0.11% | −134−2.2% | Reduced |
| Lokken Investment Group LLC | 5,829 | $843.0K | 0.60% | +126+2.2% | Added |
| Retirement Planning Group | 5,826 | $843.0K | 0.08% | +1,034+21.6% | Added |
| Brandywine Oak Private Wealth LLC | 5,810 | $840.0K | 0.09% | −356−5.8% | Reduced |
| Clearview Wealth Advisors LLC | 5,806 | $840.0K | 0.51% | −327−5.3% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,798 | $839.0K | 0.09% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 5,806 | $838.0K | 0.29% | +5,806 | New |
| Citizens National Bank Trust Department | 5,782 | $837.0K | 0.32% | −18,438−76.1% | Reduced |
| Kore Private Wealth LLC | 5,783 | $837.0K | 0.10% | −169−2.8% | Reduced |
| Summit Financial Group Inc | 5,788 | $837.0K | 0.27% | +100+1.8% | Added |
| Red Wave Investments LLC | 5,781 | $836.0K | 0.29% | 00.0% | Unchanged |
| IMS Capital Management | 5,749 | $832.0K | 0.43% | +1,000+21.1% | Added |
| GYL Financial Synergies, LLC | 5,704 | $826.0K | 0.22% | −36−0.6% | Reduced |
| Noesis Capital Mangement Corp | 5,711 | $826.0K | 0.17% | +396+7.5% | Added |
| Old Mission Investment Co LLC | 5,702 | $825.0K | 0.30% | −108−1.9% | Reduced |
| Wealth Alliance | 5,695 | $824.0K | 0.17% | +1,957+52.4% | Added |
| Solstein Capital, LLC | 5,692 | $824.0K | 0.50% | +4,351+324.5% | Added |
| Financial Advisory Group | 5,679 | $822.0K | 0.16% | +19+0.3% | Added |
| Archetype Wealth Partners | 5,667 | $820.0K | 0.25% | +171+3.1% | Added |
| Donaldson Capital Management, LLC | 5,631 | $815.0K | 0.04% | +1,574+38.8% | Added |
| Birch Hill Investment Advisors LLC | 5,624 | $814.0K | 0.04% | −1,825−24.5% | Reduced |
| Helen Stephens Group, LLC | 5,618 | $813.0K | 0.65% | +5,618 | New |
| Bill Few Associates, Inc. | 5,621 | $813.0K | 0.42% | +5,621 | New |
| apricus wealth, LLC | 5,613 | $812.0K | 0.72% | +5,613 | New |
| Waterfront Wealth Inc. | 5,606 | $811.0K | 0.32% | +15+0.3% | Added |
| Callan Capital, LLC | 5,606 | $811.0K | 0.12% | +961+20.7% | Added |
| Gordian Capital Singapore Pte Ltd | 5,600 | $811.0K | 0.65% | +5,600 | New |
| National Wealth Management Group, LLC | 5,602 | $810.6K | 0.76% | +5,602 | New |
| TKG Advisors, LLC | 5,590 | $809.0K | 0.64% | +5,590 | New |
| Eqis Capital Management, Inc. | 5,581 | $808.0K | 0.06% | −1,275−18.6% | Reduced |
| Kingfisher Capital LLC | 5,571 | $806.0K | 0.19% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,570 | $806.0K | 0.41% | +210+3.9% | Added |
| Barings LLC | 5,570 | $806.0K | 0.02% | +1,323+31.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,562 | $805.0K | 0.15% | −3,160−36.2% | Reduced |
| F3Logic, LLC | 5,574 | $803.0K | 0.09% | −339−5.7% | Reduced |
| Naviter Wealth, LLC | 5,530 | $803.0K | 0.24% | +5,530 | New |
| City State Bank | 5,549 | $803.0K | 0.49% | +5,549 | New |
| Wealth Management Associates, Inc. | 5,539 | $801.4K | 0.43% | +608+12.3% | Added |
| Intersect Capital LLC | 5,534 | $801.0K | 0.15% | −3,369−37.8% | Reduced |
| Manteio Capital LLC | 5,529 | $800.0K | 1.03% | +5,529 | New |
| Bridgeworth, LLC | 5,525 | $799.0K | 0.18% | 00.0% | Unchanged |
| Gould Asset Management LLC | 5,498 | $796.0K | 0.22% | +155+2.9% | Added |
| NorthRock Partners, LLC | 5,465 | $791.0K | 0.06% | +1,361+33.2% | Added |
| Sunburst Financial Group, LLC | 5,444 | $788.0K | 0.40% | +220+4.2% | Added |
| Lindbrook Capital, LLC | 5,438 | $787.0K | 0.12% | +3,494+179.7% | Added |
| Nova R Wealth, Inc. | 5,437 | $787.0K | 0.64% | +5,437 | New |
| Old North State Trust, LLC | 5,432 | $786.0K | 0.56% | +412+8.2% | Added |
| Legacy Financial Advisors, Inc. | 5,409 | $783.0K | 0.18% | +16+0.3% | Added |
| Brown Advisory Securities, LLC | 5,416 | $782.0K | 0.33% | +89+1.7% | Added |
| First American Trust, FSB | 5,399 | $781.0K | 0.11% | −27,683−83.7% | Reduced |
| Ferris Capital, LLC | 5,396 | $781.0K | 0.17% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 5,400 | $781.0K | 0.43% | +123+2.3% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,397 | $781.0K | 0.14% | +1,775+49.0% | Added |
| Traynor Capital Management, Inc. | 5,382 | $778.0K | 0.09% | −1,141−17.5% | Reduced |
| FinTrust Capital Advisors, LLC | 5,374 | $778.0K | 0.19% | −983−15.5% | Reduced |
| Windsor Group LTD | 5,477 | $778.0K | 0.14% | −47−0.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,377 | $778.0K | 0.45% | +5,377 | New |
| TD Capital Management LLC | 5,330 | $771.0K | 0.09% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 5,322 | $770.0K | 0.49% | −580−9.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,303 | $767.0K | 0.05% | −20.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,294 | $766.0K | 0.17% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 5,286 | $765.0K | 0.01% | +275+5.5% | Added |
| Souders Financial Advisors | 5,289 | $765.0K | 0.22% | +405+8.3% | Added |
| Etfidea, LLC | 5,273 | $763.0K | 0.31% | +5,273 | New |
| Sterling Investment Counsel, LLC | 5,257 | $761.0K | 0.52% | +5,257 | New |
| Carlson Capital Management | 5,251 | $760.0K | 0.07% | +48+0.9% | Added |
| Ambassador Advisors, LLC | 5,231 | $757.0K | 0.14% | −330−5.9% | Reduced |
| Benin Management CORP | 5,216 | $755.0K | 0.23% | −500−8.7% | Reduced |
| Security Financial Services, INC. | 5,217 | $755.0K | 0.25% | +5,217 | New |
| ACG Wealth | 5,212 | $754.0K | 0.11% | −813−13.5% | Reduced |
| blooom, inc. | 5,284 | $753.0K | 0.57% | −216−3.9% | Reduced |
| Sterneck Capital Management, LLC | 5,205 | $753.0K | 0.45% | −225−4.1% | Reduced |
| Verdence Capital Advisors LLC | 5,194 | $752.0K | 0.09% | −65−1.2% | Reduced |
| Tributary Capital Management, LLC | 5,190 | $751.0K | 0.06% | −100−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 5,589 | $749.0K | 0.05% | −47−0.8% | Reduced |
| Truehand, Inc | 5,160 | $747.0K | 0.44% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,161 | $747.0K | 0.18% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 5,163 | $747.0K | 0.37% | +19+0.4% | Added |
| Keebeck Alpha, LP | 5,165 | $747.0K | 0.27% | +1,589+44.4% | Added |
| Hills Bank & Trust Co | 5,161 | $746.0K | 0.10% | −75−1.4% | Reduced |
| Mairs & Power Inc | 5,151 | $745.0K | 0.01% | −100−1.9% | Reduced |
| Aspireon Wealth Advisors | 5,140 | $744.0K | 0.36% | +230+4.7% | Added |
| DeDora Capital, Inc. | 5,133 | $743.0K | 0.56% | −142−2.7% | Reduced |
| Marcum Wealth, LLC | 5,128 | $742.0K | 0.10% | −225−4.2% | Reduced |
| Veracity Capital LLC | 5,130 | $742.0K | 0.30% | −149−2.8% | Reduced |
| Tealwood Asset Management Inc | 5,115 | $740.0K | 0.30% | −37−0.7% | Reduced |
| DF Dent & Co Inc | 5,117 | $740.0K | 0.01% | +146+2.9% | Added |
| Denali Advisors LLC | 5,100 | $738.0K | 0.28% | −100−1.9% | Reduced |
| Hendershot Investments Inc. | 5,086 | $736.0K | 0.11% | +1,675+49.1% | Added |