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 |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 68,782 | $9.95M | 1.12% | −2,098−3.0% | Reduced |
| Lido Advisors, LLC | 68,404 | $9.90M | 0.19% | +14,416+26.7% | Added |
| Hartline Investment Corp | 68,188 | $9.87M | 1.35% | −19,200−22.0% | Reduced |
| Franklin Street Advisors Inc | 68,130 | $9.86M | 0.75% | +2,311+3.5% | Added |
| Prospera Financial Services Inc | 67,674 | $9.79M | 0.42% | +7,059+11.6% | Added |
| CV Advisors LLC | 67,134 | $9.71M | 5.55% | +67,134 | New |
| Arvest Trust Co N A | 67,028 | $9.70M | 0.51% | +67,028 | New |
| Rowland & Co Investment Counsel | 66,865 | $9.67M | 2.16% | −3,530−5.0% | Reduced |
| Dowling & Yahnke LLC | 66,661 | $9.64M | 0.46% | +2,057+3.2% | Added |
| Spearhead Capital Advisors, LLC | 66,547 | $9.63M | 1.16% | +1,485+2.3% | Added |
| Monarch Capital Management Inc | 66,416 | $9.61M | 2.46% | −724−1.1% | Reduced |
| Webster Bank, N. A. | 66,294 | $9.59M | 0.99% | +2,053+3.2% | Added |
| Advisor Partners LLC | 66,139 | $9.57M | 0.58% | −993−1.5% | Reduced |
| Citizens Financial Group Inc | 67,254 | $9.56M | 0.32% | −1,126−1.6% | Reduced |
| BKD Wealth Advisors, LLC | 65,810 | $9.52M | 0.40% | +853+1.3% | Added |
| Lowe Brockenbrough & Co Inc | 65,534 | $9.51M | 0.69% | +586+0.9% | Added |
| Snowden Capital Advisors LLC | 65,471 | $9.47M | 0.48% | −829−1.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 65,388 | $9.46M | 0.12% | +65,388 | New |
| Buckhead Capital Management LLC | 64,830 | $9.38M | 1.99% | −2,818−4.2% | Reduced |
| TLW Wealth Management, LLC | 64,730 | $9.37M | 4.99% | +6,920+12.0% | Added |
| Segment Wealth Management, LLC | 64,673 | $9.36M | 0.98% | +1,603+2.5% | Added |
| Samlyn Capital, LLC | 64,252 | $9.30M | 0.14% | +64,252 | New |
| Tompkins Financial Corp | 63,533 | $9.19M | 1.63% | +652+1.0% | Added |
| Boyer & Corporon Wealth Management, LLC | 63,310 | $9.16M | 2.70% | +639+1.0% | Added |
| Hantz Financial Services, Inc. | 63,262 | $9.15M | 0.26% | +2,420+4.0% | Added |
| St Germain D J Co Inc | 63,221 | $9.15M | 0.50% | +3,054+5.1% | Added |
| Vontobel Holding Ltd. | 63,851 | $9.14M | 0.08% | +3,139+5.2% | Added |
| Cerity Partners LLC | 29,293 | $9.13M | 0.14% | −6,299−17.7% | Reduced |
| Keb Asset Management, LLC | 62,275 | $9.01M | 5.76% | +62,275 | New |
| Brandywine Global Investment Management, LLC | 62,111 | $8.99M | 0.06% | +18,609+42.8% | Added |
| Greenline Partners, LLC | 62,005 | $8.97M | 1.69% | +5,534+9.8% | Added |
| Thompson Siegel & Walmsley LLC | 61,732 | $8.93M | 0.12% | −11,450−15.6% | Reduced |
| Paloma Partners Management Co | 61,045 | $8.83M | 0.28% | +61,045 | New |
| Managed Asset Portfolios, LLC | 60,826 | $8.80M | 1.24% | +1,985+3.4% | Added |
| City Holding Co | 64,325 | $8.69M | 1.45% | +1,832+2.9% | Added |
| Legacy Private Trust Co. | 59,990 | $8.68M | 0.65% | +1,808+3.1% | Added |
| Cetera Advisors LLC | 59,638 | $8.63M | 0.17% | −11,595−16.3% | Reduced |
| BancorpSouth Bank | 59,401 | $8.60M | 1.07% | −860−1.4% | Reduced |
| Patten & Patten Inc | 59,186 | $8.56M | 0.59% | +1,154+2.0% | Added |
| Eagle Asset Management Inc | 59,683 | $8.54M | 0.04% | +1,509+2.6% | Added |
| Burney Co | 58,703 | $8.49M | 0.37% | −408−0.7% | Reduced |
| American National Bank | 58,628 | $8.48M | 1.66% | +198+0.3% | Added |
| Leuthold Group, LLC | 58,556 | $8.47M | 0.99% | −994−1.7% | Reduced |
| Core Alternative Capital | 59,610 | $8.42M | 1.69% | +777+1.3% | Added |
| WoodTrust Financial Corp | 57,995 | $8.39M | 1.74% | +5,259+10.0% | Added |
| Northern Oak Wealth Management Inc | 57,923 | $8.38M | 0.95% | +495+0.9% | Added |
| Holloway Wealth Management, LLC | – | $8.35M | 2.38% | – | – |
| First American Bank | 57,620 | $8.34M | 0.44% | −785−1.3% | Reduced |
| Castleview Partners, LLC | 1,204,571 | $8.32M | 0.07% | +1,204,571 | New |
| Picton Mahoney Asset Management | 57,364 | $8.30M | 0.30% | +19,690+52.3% | Added |
| Motco | 57,155 | $8.27M | 0.51% | +40.0% | Added |
| Brookfield Asset Management Inc. | 56,808 | $8.22M | 0.03% | +7,702+15.7% | Added |
| Greystone Financial Group, LLC | 56,786 | $8.22M | 1.97% | +12,456+28.1% | Added |
| Fiduciary Trust Co | 56,364 | $8.15M | 0.13% | +1,324+2.4% | Added |
| Meritage Portfolio Management | 56,243 | $8.14M | 0.46% | +271+0.5% | Added |
| Seeyond | 56,194 | $8.13M | 0.75% | +1,413+2.6% | Added |
| Kestra Private Wealth Services, LLC | 56,080 | $8.11M | 0.39% | +6,367+12.8% | Added |
| Visionary Wealth Advisors | 55,908 | $8.09M | 0.66% | +985+1.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 55,768 | $8.07M | 0.32% | +805+1.5% | Added |
| Stevens Capital Management LP | 54,752 | $7.92M | 1.82% | +40,145+274.8% | Added |
| Pacific Global Investment Management CO | 54,741 | $7.92M | 1.46% | −2,148−3.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 54,512 | $7.89M | 0.27% | +1,898+3.6% | Added |
| Horizon Investments, LLC | 54,512 | $7.89M | 0.24% | +3,817+7.5% | Added |
| Avitas Wealth Management LLC | 54,415 | $7.87M | 1.32% | +1,058+2.0% | Added |
| Cadence Bank NA | 54,310 | $7.86M | 2.14% | −622−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 54,175 | $7.84M | 0.31% | +1,000+1.9% | Added |
| Oak Harvest Investment Services | 54,060 | $7.82M | 1.94% | +4,868+9.9% | Added |
| Altavista Wealth Management, Inc. | 54,027 | $7.82M | 1.58% | +2,507+4.9% | Added |
| American Assets Investment Management, LLC | 54,000 | $7.81M | 0.84% | +54,000 | New |
| FRG Family Wealth Advisors LLC | 53,778 | $7.78M | 1.45% | +1,575+3.0% | Added |
| Bradley Foster & Sargent Inc | 53,741 | $7.78M | 0.16% | +4,860+9.9% | Added |
| Parkside Investments, LLC | 53,700 | $7.77M | 1.49% | +1,490+2.9% | Added |
| Gofen & Glossberg LLC | 53,608 | $7.76M | 0.17% | +4,878+10.0% | Added |
| Adviser Investments LLC | 53,592 | $7.75M | 0.52% | +602+1.1% | Added |
| Gabelli Funds LLC | 53,500 | $7.74M | 0.05% | +200+0.4% | Added |
| American Portfolios Advisors | 53,464 | $7.74M | 0.26% | +2,601+5.1% | Added |
| Terry L. Blaker | 53,291 | $7.71M | 0.60% | +1,013+1.9% | Added |
| Waters Parkerson & Co., LLC | 53,234 | $7.70M | 0.41% | +102+0.2% | Added |
| Point72 Hong Kong Ltd | 53,080 | $7.68M | 0.65% | +41,401+354.5% | Added |
| Bright Rock Capital Management, LLC | 53,000 | $7.67M | 1.74% | 00.0% | Unchanged |
| Toroso Investments, LLC | 52,993 | $7.67M | 0.23% | +17,223+48.1% | Added |
| Physicians Financial Services, Inc. | 52,817 | $7.64M | 2.83% | −806−1.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 53,304 | $7.63M | 0.10% | +53,304 | New |
| New England Asset Management Inc | 52,450 | $7.59M | 0.12% | +4,775+10.0% | Added |
| Dorchester Wealth Management Co | 52,157 | $7.55M | 1.50% | −200.0% | Reduced |
| Auxier Asset Management | 52,012 | $7.53M | 1.17% | −305−0.6% | Reduced |
| RBF Capital, LLC | 51,774 | $7.49M | 0.47% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 51,752 | $7.49M | 0.52% | +3,356+6.9% | Added |
| Marble Harbor Investment Counsel, LLC | 51,370 | $7.43M | 0.87% | +1,255+2.5% | Added |
| Adams Asset Advisors, LLC | 51,293 | $7.42M | 1.35% | +290+0.6% | Added |
| Pittenger & Anderson Inc | 51,144 | $7.40M | 0.34% | +4,046+8.6% | Added |
| Bank Hapoalim BM | 51,106 | $7.39M | 0.74% | −1,044−2.0% | Reduced |
| Transform Wealth, LLC | 50,830 | $7.36M | 0.77% | −9,255−15.4% | Reduced |
| Marietta Wealth Management, LLC | 50,794 | $7.35M | 1.48% | +1,693+3.4% | Added |
| Heritage Trust Co | 50,302 | $7.28M | 0.93% | +254+0.5% | Added |
| Twin Tree Management, LP | 50,120 | $7.25M | 0.18% | −24,114−32.5% | Reduced |
| Baader Bank INC | 50,000 | $7.24M | 0.57% | +50,000 | New |
| HB Wealth Management, LLC | 49,934 | $7.22M | 0.15% | +49,934 | New |
| Mattern Capital Management, LLC | 49,902 | $7.22M | 1.26% | +4,861+10.8% | Added |
| TRH Financial, LLC | 49,884 | $7.22M | 2.26% | +9,958+24.9% | Added |