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 7 sales; 4,426 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
- +289 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
- 111
- 901 more reduced
45 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 178,503 | $25.8M | 0.27% | −587−0.3% | Reduced |
| United Services Automobile Association | 177,054 | $25.6M | 0.43% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 174,720 | $25.3M | 0.44% | +941+0.5% | Added |
| Brinker Capital Investments, LLC | 172,591 | $25.0M | 0.36% | +126,996+278.5% | Added |
| Berkshire Asset Management LLC | 171,772 | $24.9M | 1.51% | +3,619+2.2% | Added |
| Tiaa, FSB | 171,640 | $24.8M | 0.08% | +22,916+15.4% | Added |
| Hilton Capital Management, LLC | 170,315 | $24.6M | 2.27% | +11,884+7.5% | Added |
| Davidson Investment Advisors | 169,996 | $24.6M | 1.76% | +922+0.5% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 169,800 | $24.6M | 0.77% | 00.0% | Unchanged |
| Xponance, Inc. | 163,796 | $23.7M | 0.37% | +19,512+13.5% | Added |
| Janney Capital Management LLC | 162,948 | $23.6M | 1.54% | +17,736+12.2% | Added |
| Metropolitan Life Insurance Co | 162,831 | $23.6M | 0.32% | −5,392−3.2% | Reduced |
| Nicola Wealth Management Ltd. | 160,000 | $23.1M | 2.18% | +8,500+5.6% | Added |
| Cetera Investment Advisers | 159,782 | $23.1M | 0.33% | +8,973+5.9% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,700 | $22.8M | 0.18% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 156,969 | $22.8M | 0.28% | +730+0.5% | Added |
| Community Trust & Investment Co | 157,556 | $22.8M | 1.76% | +2,505+1.6% | Added |
| Abner Herrman & Brock LLC | 156,559 | $22.7M | 2.95% | −282−0.2% | Reduced |
| Country Club Trust Company, n.a. | 157,842 | $22.6M | 1.78% | −207−0.1% | Reduced |
| Advisors Asset Management, Inc. | 155,738 | $22.5M | 0.32% | +10,405+7.2% | Added |
| Farmers & Merchants Investments Inc | 155,178 | $22.5M | 0.84% | −2,671−1.7% | Reduced |
| NFJ Investment Group, LLC | 154,250 | $22.3M | 0.41% | +9,431+6.5% | Added |
| ClariVest Asset Management LLC | 152,360 | $22.0M | 0.68% | +12,802+9.2% | Added |
| Hartford Investment Management Co | 151,802 | $22.0M | 0.51% | +10,945+7.8% | Added |
| Spire Wealth Management | 150,588 | $21.8M | 0.48% | +16,914+12.7% | Added |
| Oakworth Capital, Inc. | 148,701 | $21.5M | 1.83% | +7,512+5.3% | Added |
| Artemis Investment Management LLP | 148,570 | $21.5M | 0.16% | +79,974+116.6% | Added |
| Cetera Advisor Networks LLC | 148,301 | $21.5M | 0.26% | +5,794+4.1% | Added |
| Norinchukin Bank, The | 147,625 | $21.4M | 0.27% | −3,979−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 147,673 | $21.4M | 0.05% | +26,770+22.1% | Added |
| Swiss Life Asset Management Ltd | 147,274 | $21.3M | 0.28% | −1,481−1.0% | Reduced |
| Raymond James Trust N.A. | 145,747 | $21.1M | 0.63% | +158+0.1% | Added |
| Argent Trust Co | 145,561 | $21.1M | 1.23% | +147+0.1% | Added |
| Welch & Forbes LLC | 144,223 | $20.9M | 0.31% | +5,858+4.2% | Added |
| Bartlett & Co. Wealth Management LLC | 141,306 | $20.5M | 0.35% | −1,857−1.3% | Reduced |
| Bartlett & Co. LLC | 141,306 | $20.5M | 0.35% | −1,857−1.3% | Reduced |
| Crake Asset Management LLP | 141,000 | $20.4M | 1.15% | −137,000−49.3% | Reduced |
| First Horizon Advisors, Inc. | 139,847 | $20.2M | 0.61% | +104+0.1% | Added |
| Gotham Asset Management, LLC | 139,600 | $20.2M | 0.65% | +3,364+2.5% | Added |
| Anchor Capital Advisors LLC | 136,289 | $19.7M | 0.39% | −5,818−4.1% | Reduced |
| Azimuth Capital Management LLC | 133,485 | $19.3M | 0.78% | −2,925−2.1% | Reduced |
| Rockland Trust Co | 133,008 | $19.2M | 1.23% | −4,055−3.0% | Reduced |
| Synovus Financial Corp | 132,565 | $19.2M | 0.19% | +2,059+1.6% | Added |
| NN Investment Partners Holdings N.V. | 131,735 | $19.1M | 0.10% | −97,660−42.6% | Reduced |
| Tower Research Capital LLC (TRC) | 131,640 | $19.0M | 0.33% | +82,989+170.6% | Added |
| Salem Investment Counselors Inc | 131,423 | $19.0M | 0.66% | −6,718−4.9% | Reduced |
| GWM Advisors LLC | 131,197 | $19.0M | 0.29% | +36,857+39.1% | Added |
| Destination Wealth Management | 131,193 | $19.0M | 0.67% | +2,165+1.7% | Added |
| Brown Advisory Inc | 129,337 | $18.7M | 0.02% | −384−0.3% | Reduced |
| Advisors Capital Management, LLC | 127,719 | $18.5M | 0.50% | +3,965+3.2% | Added |
| Tdam USA Inc. | 127,617 | $18.5M | 1.15% | −8,182−6.0% | Reduced |
| Wolverine Trading, LLC | 128,971 | $18.5M | 0.25% | +18,147+16.4% | Added |
| Dana Investment Advisors, Inc. | 127,527 | $18.5M | 0.80% | −5,489−4.1% | Reduced |
| Jupiter Asset Management Ltd | 128,411 | $18.4M | 0.20% | −297,646−69.9% | Reduced |
| Capital Investment Counsel, Inc | 126,789 | $18.3M | 3.43% | +4,700+3.8% | Added |
| Nomura Holdings Inc | 128,950 | $18.2M | 0.10% | +52,432+68.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 125,327 | $18.1M | 0.09% | −18,155−12.7% | Reduced |
| Gabalex Capital Management LLC | 125,000 | $18.1M | 7.68% | +10,000+8.7% | Added |
| Novare Capital Management LLC | 124,735 | $18.0M | 1.83% | +209+0.2% | Added |
| Beck Mack & Oliver LLC | 124,265 | $18.0M | 0.43% | −200−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 123,591 | $17.9M | 0.20% | −178,162−59.0% | Reduced |
| Northwest & Ethical Investments L.P. | 123,465 | $17.9M | 0.53% | +5,370+4.5% | Added |
| Greenwood Gearhart Inc | 123,303 | $17.8M | 2.46% | +3,224+2.7% | Added |
| Ferguson Wellman Capital Management, Inc | 122,311 | $17.7M | 0.52% | +3,531+3.0% | Added |
| GW Henssler & Associates Ltd | 122,158 | $17.7M | 1.13% | +960+0.8% | Added |
| Allstate Corp | 120,638 | $17.5M | 0.33% | +90,792+304.2% | Added |
| Heritage Wealth Advisors | 119,917 | $17.4M | 0.95% | +8,757+7.9% | Added |
| Cadinha & Co LLC | 119,791 | $17.3M | 2.33% | −64,525−35.0% | Reduced |
| D.A. Davidson & Co. | 118,158 | $17.1M | 0.18% | −6,064−4.9% | Reduced |
| Securian Asset Management, Inc | 117,537 | $17.0M | 0.31% | −1,707−1.4% | Reduced |
| James Investment Research Inc | 117,197 | $17.0M | 1.55% | −3,351−2.8% | Reduced |
| Pinnacle Associates Ltd | 116,933 | $16.9M | 0.29% | +29,227+33.3% | Added |
| Elo Mutual Pension Insurance Co | 115,863 | $16.8M | 0.46% | +8,103+7.5% | Added |
| Adams Diversified Equity Fund, Inc. | 115,500 | $16.7M | 0.63% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 113,210 | $16.4M | 0.31% | +896+0.8% | Added |
| Whittier Trust Co | 113,093 | $16.4M | 0.27% | −3,006−2.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 112,608 | $16.1M | 0.21% | +42,077+59.7% | Added |
| Independent Advisor Alliance | 111,364 | $16.1M | 0.80% | −5,432−4.7% | Reduced |
| Sandy Spring Bank | 110,933 | $16.1M | 0.77% | +2,764+2.6% | Added |
| HM Payson & Co | 110,626 | $16.0M | 0.35% | −1,348−1.2% | Reduced |
| Easterly Investment Partners LLC | 110,187 | $15.9M | 1.16% | −29,960−21.4% | Reduced |
| Maryland State Retirement & Pension System | 110,190 | $15.9M | 0.42% | +762+0.7% | Added |
| Overbrook Management Corp | 108,841 | $15.7M | 3.18% | −2,099−1.9% | Reduced |
| Lathrop Investment Management Corp | 108,506 | $15.7M | 3.09% | −419−0.4% | Reduced |
| Ameliora Wealth Management Ltd. | 118,106 | $15.6M | 14.25% | +118,106 | New |
| Asset Advisors Investment Management, LLC | 107,461 | $15.5M | 1.57% | +795+0.7% | Added |
| CapWealth Advisors, LLC | 107,120 | $15.5M | 1.58% | +3,104+3.0% | Added |
| Cresset Asset Management, LLC | 106,130 | $15.4M | 0.15% | +41,483+64.2% | Added |
| Teachers Retirement System of the State of Kentucky | 105,263 | $15.2M | 0.14% | −936−0.9% | Reduced |
| Empirical Capital Management, LLC | 105,000 | $15.2M | 15.00% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 103,964 | $15.0M | 0.71% | +45,435+77.6% | Added |
| Cullen/Frost Bankers, Inc. | 103,593 | $15.0M | 0.29% | −1,010−1.0% | Reduced |
| CSM Advisors, LLC | 103,466 | $15.0M | 1.00% | −3,775−3.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 102,582 | $14.8M | 0.48% | +1,175+1.2% | Added |
| Jones Road Capital Management, L.P. | 101,525 | $14.7M | 8.41% | +14,500+16.7% | Added |
| Westchester Capital Management, Inc. | 100,635 | $14.6M | 3.72% | −324−0.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 100,227 | $14.5M | 0.31% | +42,554+73.8% | Added |
| Wealthfront Advisers LLC | 99,831 | $14.4M | 0.06% | +5,414+5.7% | Added |
| Washington Trust Co | 98,895 | $14.3M | 0.54% | −25,649−20.6% | Reduced |
| Regentatlantic Capital LLC | 98,423 | $14.2M | 0.40% | −3,973−3.9% | Reduced |