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 |
|---|---|---|---|---|---|
| Proquility Private Wealth Partners, LLC | 5,394 | $734.0K | 0.26% | −959−15.1% | Reduced |
| Curbstone Financial Management Corp | 5,070 | $734.0K | 0.13% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 5,068 | $733.0K | 0.09% | −137−2.6% | Reduced |
| Accurate Wealth Management, LLC | 5,157 | $733.0K | 0.60% | +41+0.8% | Added |
| XML Financial, LLC | 5,064 | $733.0K | 0.09% | +35+0.7% | Added |
| Cahaba Wealth Management, Inc. | 5,066 | $733.0K | 0.10% | +240+5.0% | Added |
| CRA Financial Services, LLC | 5,054 | $731.0K | 0.22% | −102−2.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,055 | $731.0K | 0.31% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,051 | $731.0K | 0.14% | +2,013+66.3% | Added |
| Guardian Wealth Advisors, LLC | 5,028 | $728.0K | 0.31% | +5,028 | New |
| Sanders Morris Harris LLC | 5,008 | $724.0K | 0.13% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 5,170 | $723.0K | 0.16% | −374−6.7% | Reduced |
| Garrett Investment Advisors LLC | 4,991 | $722.0K | 0.19% | +452+10.0% | Added |
| McKinley Carter Wealth Services, Inc. | 4,974 | $720.0K | 0.05% | −773−13.5% | Reduced |
| Kelman-Lazarov, Inc. | 4,975 | $720.0K | 0.23% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 4,945 | $716.0K | 0.54% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,938 | $714.0K | 0.07% | −198−3.9% | Reduced |
| Annapolis Financial Services, LLC | 4,909 | $710.0K | 0.22% | +21+0.4% | Added |
| Regent Peak Wealth Advisors LLC | 4,897 | $709.0K | 0.19% | +99+2.1% | Added |
| Axiom Financial Strategies, LLC | 4,897 | $709.0K | 0.32% | +150+3.2% | Added |
| Pallas Capital Advisors LLC | 5,020 | $704.0K | 0.09% | +35+0.7% | Added |
| Investors Research Corp | 4,854 | $702.0K | 0.21% | +8+0.2% | Added |
| Crestwood Advisors Group LLC | 4,829 | $699.0K | 0.02% | +400+9.0% | Added |
| High Falls Advisors, Inc | 4,818 | $697.0K | 0.18% | +121+2.6% | Added |
| Gleason Group, Inc. | 4,799 | $694.0K | 0.23% | −75−1.5% | Reduced |
| Norwood Financial Corp | 4,775 | $691.0K | 0.96% | +4,775 | New |
| JFS Wealth Advisors, LLC | 4,772 | $690.0K | 0.07% | +567+13.5% | Added |
| W Advisors, LLC | 4,755 | $688.0K | 0.51% | +4,755 | New |
| Camden National Bank | 4,751 | $687.0K | 0.12% | +150+3.3% | Added |
| Austin Private Wealth, LLC | 4,740 | $686.0K | 0.14% | +112+2.4% | Added |
| Wealth Effects LLC | 4,741 | $686.0K | 0.28% | +4,741 | New |
| Integral Investment Advisors, Inc. | 4,736 | $685.0K | 0.49% | +4,736 | New |
| Ergoteles LLC | 4,719 | $683.0K | 0.03% | +4,719 | New |
| Detalus Advisors, LLC | 4,712 | $682.0K | 0.33% | −470−9.1% | Reduced |
| Aspire Private Capital, LLC | 4,717 | $682.0K | 0.21% | +377+8.7% | Added |
| V2 Financial group LLC | 4,711 | $681.6K | 0.53% | −600−11.3% | Reduced |
| RMB Capital Management, LLC | 4,675 | $676.0K | 0.02% | −577−11.0% | Reduced |
| Asset Management Group, Inc. | 4,668 | $675.0K | 0.13% | −193−4.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,635 | $674.0K | 0.41% | +6+0.1% | Added |
| Levin Capital Strategies, L.P. | 4,657 | $674.0K | 0.06% | +4,657 | New |
| Cowa, LLC | 4,589 | $664.0K | 0.33% | 00.0% | Unchanged |
| MEMBERS Trust Co | 4,587 | $664.0K | 0.02% | +38+0.8% | Added |
| Teamwork Financial Advisors, LLC | 4,591 | $664.0K | 0.12% | +455+11.0% | Added |
| Fulcrum Equity Management | 4,565 | $661.0K | 0.25% | +186+4.2% | Added |
| Townsend Asset Management Corp | 4,553 | $659.0K | 0.31% | −460−9.2% | Reduced |
| Saxon Interests, Inc. | 4,565 | $658.0K | 0.37% | +4,565 | New |
| Triangle Securities Wealth Management | 4,542 | $657.0K | 0.21% | +10+0.2% | Added |
| Newman Dignan & Sheerar, Inc. | 4,531 | $656.0K | 0.20% | −39−0.9% | Reduced |
| South Shore Capital Advisors | 4,528 | $655.0K | 1.07% | +159+3.6% | Added |
| Evergreen Wealth Solutions, LLC | 4,528 | $655.0K | 0.59% | +4,528 | New |
| Congress Wealth Management LLC | 4,522 | $654.0K | 0.01% | +4,522 | New |
| Trexquant Investment LP | 4,511 | $653.0K | 0.04% | −22,403−83.2% | Reduced |
| Concord Wealth Partners | 4,514 | $653.0K | 0.16% | +3,723+470.7% | Added |
| Oak Asset Management, LLC | 4,507 | $652.0K | 0.25% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,505 | $652.0K | 0.08% | +1,003+28.6% | Added |
| Oldfather Financial Services, LLC | 4,877 | $651.0K | 0.34% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 4,500 | $651.0K | 0.27% | +2,600+136.8% | Added |
| Kings Point Capital Management | 4,496 | $650.0K | 0.05% | +230+5.4% | Added |
| Soltis Investment Advisors LLC | 4,483 | $649.0K | 0.09% | −186−4.0% | Reduced |
| LCNB Corp | 4,484 | $649.0K | 0.30% | −62−1.4% | Reduced |
| Aspiriant, LLC | 4,463 | $647.0K | 0.03% | +448+11.2% | Added |
| Meixler Investment Management, Ltd. | 4,455 | $645.0K | 0.66% | +4,455 | New |
| Howard Capital Management Group, LLC | 4,433 | $641.0K | 0.05% | −29−0.6% | Reduced |
| Laird Norton Trust Company, LLC | 4,432 | $641.0K | 0.06% | +5+0.1% | Added |
| Lewis Capital Management, LLC | 4,416 | $639.0K | 0.67% | +4,416 | New |
| Peak Planning Group, LLC | 4,415 | $638.8K | 0.47% | +13+0.3% | Added |
| Personal Cfo Solutions, LLC | 4,374 | $633.0K | 0.12% | +141+3.3% | Added |
| Maltin Wealth Management, Inc. | 4,374 | $633.0K | 0.38% | +214+5.1% | Added |
| Tradewinds Capital Management, LLC | 4,368 | $632.0K | 0.10% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 4,351 | $630.0K | 0.25% | −1,000−18.7% | Reduced |
| Cypress Capital Management LLC | 4,346 | $629.0K | 0.07% | +38+0.9% | Added |
| Copperwynd Financial, LLC | 4,340 | $628.0K | 0.24% | −229−5.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,339 | $628.0K | 0.13% | −10.0% | Reduced |
| Trillium Asset Management, LLC | 4,325 | $626.0K | 0.01% | −36−0.8% | Reduced |
| Lee Financial Co | 4,307 | $623.0K | 0.12% | +10+0.2% | Added |
| Compton Wealth Advisory Group, LLC | 4,293 | $621.0K | 0.27% | +77+1.8% | Added |
| Sara-Bay Financial | 4,294 | $621.0K | 0.19% | +407+10.5% | Added |
| Retirement Planning Co of New England, Inc. | 4,290 | $620.0K | 0.30% | +4,290 | New |
| Godshalk Welsh Capital Management, Inc. | 4,275 | $619.0K | 0.35% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 4,269 | $618.0K | 0.35% | +743+21.1% | Added |
| Echo45 Advisors LLC | 4,273 | $618.0K | 0.49% | +4,273 | New |
| Capital Planning Advisors, LLC | 4,263 | $617.0K | 0.12% | +178+4.4% | Added |
| Orrstown Financial Services Inc | 4,297 | $616.0K | 0.94% | −796−15.6% | Reduced |
| Ahrens Investment Partners LLC | 4,255 | $616.0K | 0.27% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 4,254 | $615.0K | 0.04% | −98−2.3% | Reduced |
| Marino, Stram & Associates LLC | 4,252 | $615.0K | 0.19% | +87+2.1% | Added |
| E&G Advisors, LP | 4,242 | $614.0K | 0.15% | −30−0.7% | Reduced |
| Culbertson A N & Co Inc | 4,247 | $614.0K | 0.12% | +315+8.0% | Added |
| Violich Capital Management, Inc. | 4,229 | $612.0K | 0.09% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,230 | $612.0K | 0.10% | +107+2.6% | Added |
| Ami Asset Management Corp | 4,223 | $611.0K | 0.03% | +441+11.7% | Added |
| HBW Advisory Services LLC | 4,213 | $610.0K | 0.14% | −320−7.1% | Reduced |
| Davis R M Inc | 4,209 | $609.0K | 0.01% | +287+7.3% | Added |
| Shepherd Kaplan Krochuk, LLC | 4,200 | $608.0K | 0.22% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,197 | $607.0K | 0.28% | +129+3.2% | Added |
| Bremer Bank National Association | 4,184 | $605.0K | 0.10% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,175 | $604.0K | 0.16% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 4,162 | $602.0K | 0.17% | −180−4.1% | Reduced |
| S.A. Mason LLC | 4,125 | $597.0K | 0.36% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 4,122 | $596.0K | 0.13% | −20−0.5% | Reduced |