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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 4,119 | $596.0K | 0.03% | +42+1.0% | Added |
| Hoylecohen, LLC | 4,120 | $596.0K | 0.05% | +620+17.7% | Added |
| CPR Investments Inc. | 4,121 | $596.0K | 0.43% | +4,121 | New |
| Keudell/Morrison Wealth Management | 4,104 | $594.0K | 0.23% | −492−10.7% | Reduced |
| Cim Investment Mangement Inc | 4,099 | $593.0K | 0.18% | −79−1.9% | Reduced |
| Wulff, Hansen & Co. | 4,101 | $593.0K | 0.51% | +4,101 | New |
| Manhattan West Asset Management, LLC | 4,098 | $593.0K | 0.36% | +4,098 | New |
| Jackson Wealth Management, LLC | 4,094 | $592.0K | 0.07% | +4,094 | New |
| Tevis Investment Management | 4,092 | $592.0K | 0.52% | +4,092 | New |
| Consolidated Planning Corp | 4,069 | $589.0K | 0.38% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 4,063 | $588.0K | 0.17% | 00.0% | Unchanged |
| Vicus Capital | 4,176 | $588.0K | 0.06% | +4,176 | New |
| CenterStar Asset Management, LLC | – | $588.0K | 0.45% | – | New |
| Cooper Financial Group | 4,055 | $587.0K | 0.22% | −1,818−31.0% | Reduced |
| Wimmer Associates 1, LLC | 4,054 | $587.0K | 0.31% | +30+0.7% | Added |
| Jackson Square Capital, LLC | 4,049 | $586.0K | 0.17% | −234−5.5% | Reduced |
| MQS Management LLC | 4,051 | $586.0K | 0.94% | +4,051 | New |
| Evoke Wealth, LLC | 4,000 | $581.0K | 0.02% | +751+23.1% | Added |
| Central Bank & Trust Co | 3,999 | $579.0K | 0.09% | −359−8.2% | Reduced |
| Private Wealth Strategies, L.L.C. | 3,998 | $579.0K | 0.13% | −214−5.1% | Reduced |
| Tiemann Investment Advisors, LLC | 3,998 | $579.0K | 0.24% | +50+1.3% | Added |
| Avondale Wealth Management | 4,000 | $579.0K | 0.59% | +1,470+58.1% | Added |
| Mission Creek Capital Partners, Inc. | 3,978 | $576.0K | 0.11% | +984+32.9% | Added |
| Canal Capital Management, LLC | 3,965 | $574.0K | 0.14% | −93−2.3% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,966 | $574.0K | 0.60% | +3,966 | New |
| Eagle Ridge Investment Management | 3,963 | $573.0K | 0.06% | −225−5.4% | Reduced |
| Arbor Investment Advisors, LLC | 3,950 | $572.0K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,951 | $572.0K | 0.11% | +1,967+99.1% | Added |
| Cardiff Park Advisors, LLC | 3,953 | $572.0K | 0.08% | +3,953 | New |
| Karp Capital Management Corp | 3,947 | $571.0K | 0.07% | −31,066−88.7% | Reduced |
| Hudock, Inc. | 3,943 | $570.0K | 0.16% | −179−4.3% | Reduced |
| Pennsylvania Capital Management Inc | 3,925 | $568.0K | 0.19% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 3,929 | $568.0K | 0.11% | +3,929 | New |
| TAP Consulting, LLC | 3,915 | $566.0K | 0.13% | −772−16.5% | Reduced |
| TCWP LLC | 3,914 | $566.0K | 0.11% | +3,914 | New |
| Oak Grove Capital LLC | 3,904 | $565.0K | 0.11% | −975−20.0% | Reduced |
| Foundation Resource Management Inc | 3,890 | $563.0K | 0.11% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 3,910 | $560.0K | 0.12% | −3,155−44.7% | Reduced |
| Mosaic Advisors LLC | 3,870 | $560.0K | 0.41% | +452+13.2% | Added |
| Braun-Bostich & Associates Inc. | 3,910 | $560.0K | 0.13% | +3,910 | New |
| Beaumont Financial Partners, LLC | 3,843 | $556.0K | 0.04% | −1,500−28.1% | Reduced |
| Jag Capital Management, LLC | 3,842 | $556.0K | 0.04% | +76+2.0% | Added |
| Journey Strategic Wealth LLC | 3,836 | $555.0K | 0.06% | +3,836 | New |
| First Financial Corp | 3,817 | $552.0K | 0.34% | −100−2.6% | Reduced |
| HMS Capital Management, LLC | 3,816 | $552.0K | 0.24% | −54−1.4% | Reduced |
| Peterson Wealth Advisors, LLC | 3,804 | $550.0K | 0.16% | +13+0.3% | Added |
| Pluribus Labs, LLC | 3,791 | $549.0K | 0.58% | +3,791 | New |
| Lehman & Derafelo Financial Resources LLC | 3,778 | $547.0K | 0.17% | +481+14.6% | Added |
| Excalibur Management Corp | 3,773 | $546.0K | 0.22% | +34+0.9% | Added |
| Vivaldi Capital Management, LLC | 3,769 | $545.0K | 0.13% | +1,430+61.1% | Added |
| Cable Hill Partners, LLC | 3,739 | $541.0K | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,734 | $540.0K | 0.11% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 3,718 | $538.0K | 0.11% | −280−7.0% | Reduced |
| Syverson Strege & Co | 3,717 | $538.0K | 0.40% | −228−5.8% | Reduced |
| Hallmark Capital Management Inc | 3,715 | $538.0K | 0.04% | −200−5.1% | Reduced |
| SC&H Financial Advisors, Inc. | 3,716 | $538.0K | 0.30% | +3,716 | New |
| Adamsbrown Wealth Consultants LLC | 3,720 | $538.0K | 0.49% | +3,720 | New |
| Stokes Capital Advisors, LLC | 3,714 | $537.0K | 0.16% | +73+2.0% | Added |
| Strong Tower Advisory Services | 3,708 | $537.0K | 0.29% | +638+20.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,840 | $535.0K | 0.01% | −277−6.7% | Reduced |
| N.E.W. Advisory Services LLC | 3,696 | $535.0K | 0.08% | −77−2.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,687 | $534.0K | 0.05% | +90+2.5% | Added |
| Alps Advisors Inc | 3,675 | $532.0K | 0.01% | −348,587−99.0% | Reduced |
| Grimes & Company, Inc. | 3,678 | $532.0K | 0.02% | −100−2.6% | Reduced |
| Mma Asset Management LLC | 3,674 | $532.0K | 0.38% | −38−1.0% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 3,673 | $532.0K | 0.43% | +3,673 | New |
| Royal Harbor Partners, LLC | 3,668 | $531.0K | 0.34% | +482+15.1% | Added |
| Trust Co | 3,652 | $528.0K | 0.12% | +58+1.6% | Added |
| Shufro Rose & Co LLC | 3,637 | $526.0K | 0.04% | −300−7.6% | Reduced |
| Corbett Road Capital Management, LLC | 3,629 | $525.0K | 0.90% | −354−8.9% | Reduced |
| Derbend Asset Management | 3,626 | $525.0K | 0.51% | 00.0% | Unchanged |
| Forte Capital LLC | 3,619 | $524.0K | 0.07% | −317−8.1% | Reduced |
| Corrigan Financial, Inc. | 3,610 | $522.3K | 0.15% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,604 | $521.5K | 0.09% | −266−6.9% | Reduced |
| SBK Financial, Inc. | 3,600 | $521.0K | 0.42% | +3,600 | New |
| Bowling Portfolio Management LLC | 3,591 | $520.0K | 0.11% | +169+4.9% | Added |
| Univest Financial Corp | 3,580 | $518.0K | 0.13% | +21+0.6% | Added |
| Lenox Wealth Advisors, LLC | 3,579 | $518.0K | 0.06% | +48+1.4% | Added |
| Spinnaker Investment Group, LLC | 3,570 | $514.0K | 0.18% | +3,570 | New |
| Kowal Investment Group, LLC | 3,547 | $513.0K | 0.15% | +379+12.0% | Added |
| Barber Financial Group, Inc. | 3,540 | $512.0K | 0.06% | −618−14.9% | Reduced |
| Advisor OS, LLC | 3,538 | $512.0K | 0.10% | +232+7.0% | Added |
| Signature Wealth Management Group | 3,541 | $512.0K | 0.26% | +727+25.8% | Added |
| Resource Planning Group | 3,531 | $511.0K | 0.34% | −305−8.0% | Reduced |
| Zions Bancorporation, N.A. | 3,524 | $510.0K | 0.05% | −17−0.5% | Reduced |
| Garrison Asset Management, LLC | 3,511 | $508.0K | 0.28% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,508 | $508.0K | 0.05% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,514 | $508.0K | 0.24% | +190+5.7% | Added |
| Private Portfolio Partners LLC | 3,508 | $507.6K | 0.13% | −16−0.5% | Reduced |
| Court Place Advisors, LLC | 3,490 | $505.0K | 0.14% | −530−13.2% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,480 | $504.0K | 0.00% | −1,000−22.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,483 | $504.0K | 0.12% | −30−0.9% | Reduced |
| Angeles Investment Advisors, LLC | 3,465 | $503.0K | 0.03% | +320+10.2% | Added |
| J. L. Bainbridge & Co., Inc. | 3,460 | $501.0K | 0.06% | −27−0.8% | Reduced |
| UMA Financial Services, Inc. | 3,457 | $501.0K | 0.13% | +2+0.1% | Added |
| Ninepoint Partners LP | 3,458 | $500.0K | 0.18% | +142+4.3% | Added |
| Heron Bay Capital Management | 3,450 | $499.0K | 0.25% | −97−2.7% | Reduced |
| American Trust | 3,436 | $497.0K | 0.04% | +3,436 | New |
| BTR Capital Management Inc | 3,430 | $496.0K | 0.06% | −450−11.6% | Reduced |
| KFA Private Wealth Group, LLC | 3,430 | $496.0K | 0.25% | +199+6.2% | Added |