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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 98,346 | $14.2M | 0.08% | −280,506−74.0% | Reduced |
| Avantax Advisory Services, Inc. | 98,326 | $14.2M | 0.21% | +6,271+6.8% | Added |
| Prime Capital Investment Advisors, LLC | 98,085 | $14.2M | 0.76% | +69,047+237.8% | Added |
| Northeast Investment Management | 98,065 | $14.2M | 0.69% | −536−0.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 98,006 | $14.2M | 1.80% | −1,017−1.0% | Reduced |
| South State Corp. | 97,191 | $14.1M | 1.09% | −1,961−2.0% | Reduced |
| Staley Capital Advisers Inc | 96,171 | $13.9M | 0.66% | −1,000−1.0% | Reduced |
| BTC Capital Management, Inc. | 95,890 | $13.9M | 1.37% | +2,393+2.6% | Added |
| Guardian Capital Advisors LP | 96,301 | $13.8M | 1.33% | −3,200−3.2% | Reduced |
| General American Investors Co Inc | 95,140 | $13.8M | 1.08% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 94,550 | $13.7M | 0.26% | +1,057+1.1% | Added |
| Simmons Bank | 93,193 | $13.5M | 0.94% | −4,341−4.5% | Reduced |
| Brookstone Capital Management | 91,823 | $13.3M | 0.23% | +4,445+5.1% | Added |
| FineMark National Bank & Trust | 91,167 | $13.2M | 0.50% | −2,672−2.8% | Reduced |
| Moors & Cabot, Inc. | 91,158 | $13.2M | 0.81% | +5,208+6.1% | Added |
| Stillwater Capital Advisors, LLC | 90,694 | $13.1M | 2.00% | −619−0.7% | Reduced |
| Calamos Wealth Management LLC | 90,590 | $13.1M | 0.96% | −100−0.1% | Reduced |
| Wesbanco Bank Inc | 90,568 | $13.1M | 0.47% | −1,182−1.3% | Reduced |
| Aigen Investment Management, LP | 93,501 | $13.1M | 0.80% | +82,036+715.5% | Added |
| Sonora Investment Management Group, LLC | 89,660 | $13.0M | 1.51% | +89,660 | New |
| Louisiana State Employees Retirement System | 89,100 | $12.9M | 0.28% | +100+0.1% | Added |
| SG Americas Securities, LLC | 89,063 | $12.9M | 0.08% | +21,988+32.8% | Added |
| Synergy Financial Management, LLC | 88,868 | $12.9M | 3.06% | +44,343+99.6% | Added |
| Allen Capital Group, LLC | 88,512 | $12.8M | 1.80% | +66,072+294.4% | Added |
| Kentucky Retirement Systems | 88,317 | $12.8M | 0.52% | +4,431+5.3% | Added |
| Dodge & Cox | 88,165 | $12.8M | 0.01% | −6,150−6.5% | Reduced |
| New Mexico Educational Retirement Board | 87,293 | $12.6M | 0.42% | −2,600−2.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 87,126 | $12.6M | 0.42% | −489−0.6% | Reduced |
| Mark Stevens | 86,718 | $12.5M | 1.32% | +92+0.1% | Added |
| Ziegler Capital Management, LLC | 86,087 | $12.4M | 0.45% | +5,642+7.0% | Added |
| TCTC Holdings, LLC | 85,755 | $12.4M | 0.53% | +65+0.1% | Added |
| Cutler Investment Counsel LLC | 85,201 | $12.3M | 1.86% | +1,120+1.3% | Added |
| Beacon Pointe Advisors, LLC | 85,052 | $12.3M | 0.32% | −32,317−27.5% | Reduced |
| Cambridge Trust Co | 84,489 | $12.2M | 0.39% | +15,351+22.2% | Added |
| National Asset Management, Inc. | 84,402 | $12.2M | 0.35% | +2,221+2.7% | Added |
| Exchange Traded Concepts, LLC | 84,177 | $12.2M | 0.24% | +43,812+108.5% | Added |
| Strategic Global Advisors, LLC | 83,985 | $12.2M | 1.58% | +6,862+8.9% | Added |
| Edge Wealth Management LLC | 83,716 | $12.1M | 2.22% | +994+1.2% | Added |
| Venturi Wealth Management, LLC | 83,431 | $12.1M | 0.92% | +1,092+1.3% | Added |
| CCM Investment Advisers LLC | 83,420 | $12.1M | 1.46% | −2,241−2.6% | Reduced |
| Tower Bridge Advisors | 83,417 | $12.1M | 0.74% | −593−0.7% | Reduced |
| MAI Capital Management | 83,144 | $12.0M | 0.20% | +2,117+2.6% | Added |
| Segall Bryant & Hamill, LLC | 83,046 | $12.0M | 0.11% | −1,054−1.3% | Reduced |
| Pendal Group Limited | 82,974 | $12.0M | 0.10% | +27,746+50.2% | Added |
| Forbes J M & Co LLP | 82,728 | $12.0M | 1.37% | +105+0.1% | Added |
| Montag A & Associates Inc | 82,449 | $11.9M | 0.59% | −937−1.1% | Reduced |
| Bollard Group LLC | 82,201 | $11.9M | 0.38% | 00.0% | Unchanged |
| Atria Investments LLC | 82,201 | $11.9M | 0.21% | +2,503+3.1% | Added |
| Advisory Services Network, LLC | 82,045 | $11.9M | 0.34% | −6,010−6.8% | Reduced |
| Hamel Associates, Inc. | 81,808 | $11.8M | 4.25% | −145−0.2% | Reduced |
| CWA Asset Management Group, LLC | 81,361 | $11.8M | 0.87% | +1,742+2.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 80,574 | $11.7M | 0.72% | +9,798+13.8% | Added |
| Atwood & Palmer Inc | 80,273 | $11.6M | 0.97% | +3,152+4.1% | Added |
| Parthenon LLC | 79,770 | $11.5M | 1.62% | −3,604−4.3% | Reduced |
| Bragg Financial Advisors, Inc | 82,312 | $11.5M | 0.74% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 79,063 | $11.4M | 0.98% | −396−0.5% | Reduced |
| Foster & Motley Inc | 78,850 | $11.4M | 0.89% | −4,220−5.1% | Reduced |
| Prudential PLC | 78,152 | $11.3M | 0.15% | +11,994+18.1% | Added |
| O'Shaughnessy Asset Management, LLC | 78,104 | $11.3M | 0.20% | −23,560−23.2% | Reduced |
| Crossmark Global Holdings, Inc. | 78,047 | $11.3M | 0.25% | −546−0.7% | Reduced |
| Farmers Trust Co | 77,817 | $11.3M | 2.32% | −1,273−1.6% | Reduced |
| Brown Brothers Harriman & Co | 77,637 | $11.2M | 0.06% | −1,843−2.3% | Reduced |
| Lockheed Martin Investment Management Co | 77,640 | $11.2M | 0.60% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 77,410 | $11.2M | 1.10% | +1,038+1.4% | Added |
| Lynch & Associates | 77,279 | $11.2M | 2.64% | +368+0.5% | Added |
| Pacer Advisors, Inc. | 76,822 | $11.1M | 0.11% | −33,516−30.4% | Reduced |
| WS Management LLLP | 76,768 | $11.1M | 1.63% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 76,502 | $11.1M | 0.41% | +4,892+6.8% | Added |
| LGT Group Foundation | 76,489 | $11.1M | 0.29% | +76,489 | New |
| Banco Santander, S.A. | 75,802 | $11.0M | 0.06% | −2,850−3.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 75,446 | $10.9M | 0.26% | −9,298−11.0% | Reduced |
| Marshall Wace, LLP | 75,027 | $10.9M | 0.02% | +75,027 | New |
| Fiduciary Group LLC | 74,950 | $10.8M | 1.21% | +2,925+4.1% | Added |
| Boston Private Wealth LLC | 74,640 | $10.8M | 0.18% | −2,433−3.2% | Reduced |
| Van Hulzen Asset Management, LLC | 74,439 | $10.8M | 1.18% | +11,394+18.1% | Added |
| Shelter Mutual Insurance Co | 74,372 | $10.8M | 2.79% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 74,354 | $10.8M | 1.62% | +2,613+3.6% | Added |
| Stonebridge Capital Advisors LLC | 74,207 | $10.7M | 1.19% | +5,232+7.6% | Added |
| Walleye Trading LLC | 74,124 | $10.7M | 0.17% | −69,624−48.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 73,444 | $10.6M | 1.37% | +3,550+5.1% | Added |
| Marco Investment Management LLC | 73,424 | $10.6M | 1.04% | +5,380+7.9% | Added |
| Shell Asset Management Co | 73,415 | $10.6M | 0.22% | −16,053−17.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 72,841 | $10.5M | 0.05% | +72,841 | New |
| First Nebraska Trust Co | 72,820 | $10.5M | 1.27% | −2,060−2.8% | Reduced |
| Whitener Capital Management, Inc. | 72,428 | $10.5M | 3.75% | +6,775+10.3% | Added |
| Allen Investment Management LLC | 72,422 | $10.5M | 0.13% | +9,229+14.6% | Added |
| Bridgeway Capital Management, LLC | 72,269 | $10.5M | 0.19% | −125,225−63.4% | Reduced |
| Sigma Planning Corp | 71,945 | $10.4M | 0.29% | −2,968−4.0% | Reduced |
| FourThought Financial, LLC | 71,857 | $10.4M | 1.31% | +918+1.3% | Added |
| First National Bank of Omaha | 71,800 | $10.4M | 0.50% | −368−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 71,436 | $10.3M | 0.14% | +4,048+6.0% | Added |
| First National Trust Co | 71,364 | $10.3M | 0.54% | +869+1.2% | Added |
| Ashfield Capital Partners, LLC | 71,278 | $10.3M | 0.66% | −550−0.8% | Reduced |
| Quantbot Technologies LP | 71,185 | $10.3M | 0.84% | +1,227+1.8% | Added |
| Clifford Swan Investment Counsel LLC | 70,319 | $10.2M | 0.36% | +809+1.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 70,100 | $10.1M | 0.45% | +13,928+24.8% | Added |
| Richard C. Young & CO., LTD. | 69,994 | $10.1M | 1.28% | −1,155−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 69,768 | $10.1M | 0.19% | +4,860+7.5% | Added |
| Hoey Investments, Inc | 69,132 | $10.0M | 2.62% | −591−0.8% | Reduced |
| Parsec Financial Management, Inc. | 69,106 | $10.0M | 0.41% | −961−1.4% | Reduced |