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 |
|---|---|---|---|---|---|
| Executive Wealth Management, LLC | 49,724 | $7.19M | 0.72% | +1,693+3.5% | Added |
| Galvin, Gaustad & Stein, LLC | 49,483 | $7.16M | 0.62% | +1,130+2.3% | Added |
| AlphaStar Capital Management, LLC | 49,212 | $7.14M | 0.57% | +3,301+7.2% | Added |
| Headinvest, LLC | 49,237 | $7.12M | 1.26% | +555+1.1% | Added |
| Meridian Management Co | 48,902 | $7.08M | 2.05% | −323−0.7% | Reduced |
| Banque Cantonale Vaudoise | 48,890 | $7.07M | 0.28% | +33,036+208.4% | Added |
| Roundview Capital LLC | 48,757 | $7.05M | 0.70% | +907+1.9% | Added |
| Bellecapital International Ltd. | 48,684 | $7.04M | 2.01% | +4,366+9.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 48,536 | $7.02M | 1.72% | +48,536 | New |
| Leavell Investment Management, Inc. | 48,317 | $7.02M | 0.47% | −3,637−7.0% | Reduced |
| Cypress Capital Group | 48,398 | $7.00M | 0.88% | −551−1.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 48,593 | $6.97M | 0.95% | +8,794+22.1% | Added |
| Barbara Oil Co. | 48,000 | $6.95M | 3.00% | 00.0% | Unchanged |
| Covington Capital Management | 47,956 | $6.94M | 0.24% | +464+1.0% | Added |
| First Personal Financial Services | 47,811 | $6.92M | 1.55% | +2,117+4.6% | Added |
| Pettyjohn, Wood & White, Inc | 47,791 | $6.92M | 1.43% | +487+1.0% | Added |
| Geneos Wealth Management Inc. | 47,718 | $6.90M | 0.26% | −2,196−4.4% | Reduced |
| Boston Research & Management Inc | 47,373 | $6.85M | 1.87% | +165+0.3% | Added |
| Stratos Wealth Partners, LTD. | 47,157 | $6.82M | 0.15% | +2,396+5.4% | Added |
| Carret Asset Management, LLC | 46,859 | $6.78M | 0.75% | +1,170+2.6% | Added |
| Desjardins Global Asset Management Inc. | 46,640 | $6.75M | 0.58% | +46,640 | New |
| River & Mercantile Asset Management LLP | 46,537 | $6.73M | 0.53% | −6,759−12.7% | Reduced |
| Magellan Asset Management Ltd | 46,533 | $6.73M | 0.02% | +20,279+77.2% | Added |
| Level Four Advisory Services, LLC | 46,180 | $6.68M | 0.51% | +16,548+55.8% | Added |
| Colonial Trust Advisors | 46,139 | $6.68M | 0.75% | −1,209−2.6% | Reduced |
| Toth Financial Advisory Corp | 45,873 | $6.64M | 0.90% | +1,473+3.3% | Added |
| CBOE Vest Financial, LLC | 45,841 | $6.63M | 1.44% | +9,010+24.5% | Added |
| Westfield Capital Management Co LP | 45,730 | $6.62M | 0.04% | −220−0.5% | Reduced |
| Bowen Hanes & Co Inc | 45,722 | $6.62M | 0.19% | −228,020−83.3% | Reduced |
| Meitav Dash Investments Ltd | 45,294 | $6.55M | 0.11% | −2,135−4.5% | Reduced |
| Cardinal Capital Management | 45,181 | $6.54M | 1.29% | −253−0.6% | Reduced |
| HAP Trading, LLC | 45,057 | $6.52M | 0.45% | −9,201−17.0% | Reduced |
| GHP Investment Advisors, Inc. | 44,994 | $6.51M | 0.46% | +3,160+7.6% | Added |
| One Capital Management, LLC | 44,968 | $6.51M | 0.49% | +6,062+15.6% | Added |
| TD Private Client Wealth LLC | 44,688 | $6.47M | 0.27% | −5,598−11.1% | Reduced |
| Associated Banc-Corp | 44,600 | $6.45M | 0.24% | +298+0.7% | Added |
| OPSEU Pension Plan Trust Fund | 44,645 | $6.45M | 1.46% | +324+0.7% | Added |
| Smith Group Asset Management, LLC | 44,530 | $6.44M | 0.30% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 44,512 | $6.44M | 0.12% | 00.0% | Unchanged |
| United Fire Group Inc | 44,500 | $6.44M | 3.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 44,423 | $6.43M | 0.74% | −108−0.2% | Reduced |
| Quantinno Capital Management LP | 44,293 | $6.41M | 1.16% | +44,293 | New |
| Sequoia Financial Advisors, LLC | 44,046 | $6.37M | 0.17% | +17,344+65.0% | Added |
| Sitrin Capital Management LLC | 43,918 | $6.35M | 2.99% | +213+0.5% | Added |
| Hayek Kallen Investment Management | 43,718 | $6.33M | 2.26% | −501−1.1% | Reduced |
| Atwater Malick LLC | 43,686 | $6.32M | 2.93% | +1,616+3.8% | Added |
| Evercore Wealth Management, LLC | 43,645 | $6.32M | 0.10% | −185−0.4% | Reduced |
| Community Bank, N.A. | 43,586 | $6.31M | 0.73% | +63+0.1% | Added |
| Northwest Bancshares, Inc. | 43,528 | $6.30M | 1.24% | −371−0.8% | Reduced |
| Jacobi Capital Management LLC | 43,483 | $6.29M | 0.75% | +823+1.9% | Added |
| Whittier Trust Co of Nevada Inc | 43,297 | $6.26M | 0.23% | −863−2.0% | Reduced |
| Bank of the West | 43,136 | $6.24M | 0.59% | +812+1.9% | Added |
| Graypoint LLC | 43,070 | $6.23M | 0.65% | −292−0.7% | Reduced |
| Artha Asset Management LLC | 43,000 | $6.22M | 7.60% | +43,000 | New |
| First Interstate Bank | 42,839 | $6.20M | 0.60% | −176−0.4% | Reduced |
| Woodstock Corp | 42,792 | $6.19M | 0.65% | +1,029+2.5% | Added |
| Signaturefd, LLC | 42,670 | $6.17M | 0.19% | +2,008+4.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 42,630 | $6.17M | 0.44% | +42,630 | New |
| Allied Investment Advisors, LLC | 42,529 | $6.15M | 2.11% | +522+1.2% | Added |
| Weik Capital Management | 42,520 | $6.15M | 2.33% | −145−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 42,088 | $6.09M | 0.21% | +5,025+13.6% | Added |
| Opus Investment Management Inc | 42,000 | $6.08M | 0.87% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 41,985 | $6.07M | 1.79% | +1,173+2.9% | Added |
| Payden & Rygel | 41,650 | $6.03M | 0.28% | −193,400−82.3% | Reduced |
| Family Management Corp | 41,574 | $6.01M | 1.56% | +665+1.6% | Added |
| Eagle Global Advisors LLC | 41,520 | $6.01M | 0.38% | −2,605−5.9% | Reduced |
| Covington Investment Advisors Inc. | 41,246 | $5.97M | 1.22% | −773−1.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 41,077 | $5.94M | 0.97% | +27,393+200.2% | Added |
| Wedge Capital Management L L P | 41,017 | $5.93M | 0.07% | −825−2.0% | Reduced |
| Vectors Research Management, LLC | 40,835 | $5.91M | 1.25% | −2,675−6.1% | Reduced |
| Veritable, L.P. | 40,733 | $5.89M | 0.09% | +173+0.4% | Added |
| HNP Capital LLC | 40,647 | $5.88M | 1.33% | −2,695−6.2% | Reduced |
| Xcel Wealth Management, LLC | 40,567 | $5.87M | 1.51% | +5,151+14.5% | Added |
| Balasa Dinverno & Foltz LLC | 40,494 | $5.86M | 0.38% | −1,394−3.3% | Reduced |
| Laurel Wealth Advisors LLC | 40,340 | $5.84M | 1.22% | +636+1.6% | Added |
| Cohen Klingenstein LLC | 40,300 | $5.83M | 0.23% | 00.0% | Unchanged |
| Clear Street Markets LLC | 40,112 | $5.80M | 0.52% | +15,966+66.1% | Added |
| People's United Financial, Inc. | 40,090 | $5.80M | 0.14% | −11,046−21.6% | Reduced |
| MMBG Investment Advisors Co. | 40,062 | $5.80M | 0.56% | +40,062 | New |
| Nwi Management LP | 40,000 | $5.79M | 0.74% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 40,000 | $5.79M | 0.73% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 40,000 | $5.79M | 0.06% | +40,000 | New |
| Coldstream Capital Management Inc | 39,762 | $5.75M | 0.18% | +7,865+24.7% | Added |
| Connectus Wealth, LLC | 39,594 | $5.74M | 0.22% | +39,594 | New |
| Rice Partnership, LLC | 39,667 | $5.74M | 1.63% | +1,332+3.5% | Added |
| Frontier Wealth Management LLC | 39,540 | $5.72M | 0.38% | +2,910+7.9% | Added |
| Greenleaf Trust | 39,535 | $5.72M | 0.07% | +2,524+6.8% | Added |
| Griffin Asset Management, Inc. | 39,490 | $5.71M | 0.71% | 00.0% | Unchanged |
| CX Institutional | 39,434 | $5.71M | 0.45% | +8,290+26.6% | Added |
| Wedbush Securities Inc | 42,449 | $5.70M | 0.25% | −4,981−10.5% | Reduced |
| Winton Group Ltd | 39,381 | $5.70M | 0.35% | +12,832+48.3% | Added |
| Moody National Bank Trust Division | 39,356 | $5.69M | 0.17% | −101,452−72.0% | Reduced |
| L & S Advisors Inc | 39,351 | $5.69M | 0.61% | +37,611+2,161.6% | Added |
| Ascent Wealth Partners, LLC | 39,321 | $5.69M | 1.01% | −949−2.4% | Reduced |
| SlateStone Wealth, LLC | 39,117 | $5.66M | 1.21% | +5,575+16.6% | Added |
| Trustmark National Bank Trust Department | 39,019 | $5.64M | 0.43% | −912−2.3% | Reduced |
| Constitution Capital LLC | 38,871 | $5.62M | 3.00% | −4,375−10.1% | Reduced |
| O'Brien Greene & Co. Inc | 38,824 | $5.62M | 1.85% | +1,006+2.7% | Added |
| Veriti Management LLC | 38,716 | $5.60M | 0.73% | −383−1.0% | Reduced |
| King Wealth | 38,703 | $5.60M | 1.04% | −1,591−3.9% | Reduced |