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 |
|---|---|---|---|---|---|
| Keeler Thomas Management LLC | 38,709 | $5.60M | 2.42% | +8,047+26.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,674 | $5.60M | 0.52% | +1,180+3.1% | Added |
| Teza Capital Management LLC | 38,633 | $5.59M | 1.50% | +30,203+358.3% | Added |
| Wetherby Asset Management Inc | 38,398 | $5.56M | 0.31% | +293+0.8% | Added |
| JustInvest LLC | 38,351 | $5.55M | 0.33% | +8,363+27.9% | Added |
| Iyo Bank, Ltd. | 38,340 | $5.55M | 1.69% | +38,340 | New |
| Mach-1 Financial Group, Inc. | 38,302 | $5.54M | 3.72% | +132+0.3% | Added |
| Advanced Asset Management Advisors Inc | 38,234 | $5.53M | 1.15% | 00.0% | Unchanged |
| Ossiam | 38,184 | $5.53M | 0.14% | +2,042+5.6% | Added |
| Ally Financial Inc. | 38,000 | $5.50M | 0.50% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 37,998 | $5.50M | 0.17% | +2,803+8.0% | Added |
| Buckingham Strategic Wealth, LLC | 37,470 | $5.42M | 0.10% | −1,391−3.6% | Reduced |
| Walker Asset Management, LLC | 37,316 | $5.40M | 4.73% | +37,316 | New |
| Redpoint Investment Management Pty Ltd | 37,250 | $5.39M | 0.43% | −158−0.4% | Reduced |
| Skba Capital Management LLC | 37,200 | $5.38M | 1.01% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 37,000 | $5.35M | 0.29% | +37,000 | New |
| Strategic Wealth Advisors Group, LLC | 37,008 | $5.35M | 0.25% | −383−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 37,262 | $5.33M | 0.35% | +151+0.4% | Added |
| Investment Advisory Services Inc | 36,513 | $5.28M | 2.88% | +1,499+4.3% | Added |
| Gifford Fong Associates | 36,400 | $5.27M | 0.92% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 36,349 | $5.26M | 0.68% | −211−0.6% | Reduced |
| Plimoth Trust Co LLC | 36,331 | $5.26M | 1.33% | +425+1.2% | Added |
| 6 Meridian | 36,234 | $5.24M | 0.38% | −520−1.4% | Reduced |
| Busey Wealth Management | 36,175 | $5.23M | 0.20% | −489−1.3% | Reduced |
| Royal Fund Management, LLC | 36,093 | $5.22M | 0.75% | −168−0.5% | Reduced |
| Itau Unibanco Holding S.A. | 36,469 | $5.22M | 0.18% | +21,022+136.1% | Added |
| Fundamentun, LLC | 36,035 | $5.21M | 0.82% | +2,516+7.5% | Added |
| Diversified Trust Co | 35,960 | $5.20M | 0.17% | −898−2.4% | Reduced |
| O'Shares Investment Advisers, LLC | 35,904 | $5.20M | 0.37% | +2,611+7.8% | Added |
| Pavion Blue Capital, LLC | 35,844 | $5.19M | 3.01% | −276−0.8% | Reduced |
| Charter Trust Co | 35,811 | $5.18M | 0.44% | −1,897−5.0% | Reduced |
| Park Avenue Securities LLC | 35,673 | $5.16M | 0.09% | +3,432+10.6% | Added |
| Adell Harriman & Carpenter Inc | 35,634 | $5.16M | 0.48% | −347−1.0% | Reduced |
| Everence Capital Management Inc | 35,430 | $5.13M | 0.38% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 36,766 | $5.12M | 0.32% | −1,394−3.7% | Reduced |
| JGP Wealth Management, LLC | 35,598 | $5.12M | 0.95% | +1,707+5.0% | Added |
| Goelzer Investment Management, Inc. | 35,396 | $5.12M | 0.42% | −586−1.6% | Reduced |
| Bahl & Gaynor Inc | 35,397 | $5.12M | 0.03% | +108+0.3% | Added |
| Integrated Wealth Concepts LLC | 35,283 | $5.11M | 0.15% | +8,884+33.7% | Added |
| Intact Investment Management Inc. | 34,900 | $5.05M | 0.13% | −14,900−29.9% | Reduced |
| Fulton Bank, N.A. | 34,881 | $5.05M | 0.22% | +1,072+3.2% | Added |
| Riggs Asset Managment Co. Inc. | 34,773 | $5.03M | 1.36% | +566+1.7% | Added |
| Grassi Investment Management | 34,707 | $5.02M | 0.51% | 00.0% | Unchanged |
| Fragasso Group Inc. | 34,711 | $5.02M | 0.59% | +1,698+5.1% | Added |
| Proequities, Inc. | 34,175 | $4.96M | 0.28% | +4,044+13.4% | Added |
| Cornerstone Wealth Management, LLC | 34,424 | $4.96M | 0.47% | +592+1.7% | Added |
| Dividend Assets Capital, LLC | 33,693 | $4.88M | 0.90% | −2,785−7.6% | Reduced |
| SFMG, LLC | 33,639 | $4.87M | 0.47% | +3,235+10.6% | Added |
| Community Bank & Trust, Waco, Texas | 33,607 | $4.86M | 1.43% | +200+0.6% | Added |
| DuPont Capital Management Corp | 33,570 | $4.86M | 0.17% | −35,114−51.1% | Reduced |
| V Wealth Advisors LLC | 33,552 | $4.85M | 0.71% | +688+2.1% | Added |
| Bridgecreek Investment Management, LLC | 33,470 | $4.84M | 0.66% | +325+1.0% | Added |
| Hodges Capital Management Inc. | 33,445 | $4.84M | 0.35% | −14,117−29.7% | Reduced |
| Hourglass Capital, LLC | 33,400 | $4.83M | 1.62% | −12,615−27.4% | Reduced |
| Chickasaw Capital Management LLC | 33,322 | $4.82M | 0.24% | −1,580−4.5% | Reduced |
| Valeo Financial Advisors, LLC | 33,322 | $4.82M | 0.26% | −690−2.0% | Reduced |
| Spinnaker Trust | 33,293 | $4.82M | 0.31% | +1,051+3.3% | Added |
| Profund Advisors LLC | 33,197 | $4.80M | 0.16% | +531+1.6% | Added |
| Berger Financial Group, Inc | 33,063 | $4.78M | 0.63% | +1,835+5.9% | Added |
| Baker Chad R | 33,000 | $4.78M | 0.99% | 00.0% | Unchanged |
| Wendell David Associates Inc | 33,002 | $4.78M | 0.48% | +163+0.5% | Added |
| Lincoln National Corp | 32,885 | $4.76M | 0.10% | −1,274−3.7% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 32,803 | $4.75M | 2.63% | +376+1.2% | Added |
| Edgestream Partners, L.P. | 32,782 | $4.74M | 0.30% | +26,242+401.3% | Added |
| Alpha Cubed Investments, LLC | 32,609 | $4.72M | 0.31% | −109,553−77.1% | Reduced |
| Cigna Investments Inc | 32,564 | $4.71M | 0.37% | −11,610−26.3% | Reduced |
| Schnieders Capital Management LLC | 32,384 | $4.69M | 1.10% | +1,440+4.7% | Added |
| Foundations Investment Advisors, LLC | 32,610 | $4.68M | 0.18% | −14,650−31.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 32,300 | $4.67M | 0.04% | +1,080+3.5% | Added |
| Twin Capital Management Inc | 32,144 | $4.65M | 0.47% | −2,250−6.5% | Reduced |
| Brendel Financial Advisors LLC | 32,038 | $4.64M | 2.40% | +32,038 | New |
| Wesleyan Assurance Society | 32,000 | $4.63M | 0.55% | +1,000+3.2% | Added |
| Good Life Advisors, LLC | 31,974 | $4.63M | 0.56% | +433+1.4% | Added |
| Horrell Capital Management, Inc. | 31,800 | $4.60M | 1.46% | +143+0.5% | Added |
| Baugh & Associates, LLC | 31,732 | $4.59M | 2.54% | −40.0% | Reduced |
| Slow Capital, Inc. | 31,715 | $4.59M | 0.78% | +1,233+4.0% | Added |
| Strategic Blueprint, LLC | 31,655 | $4.58M | 0.58% | +2,312+7.9% | Added |
| Gladstone Institutional Advisory LLC | 31,513 | $4.56M | 0.35% | +13,139+71.5% | Added |
| Murphy Capital Management Inc | 31,436 | $4.55M | 0.49% | −129−0.4% | Reduced |
| Glen Eagle Advisors, LLC | 31,407 | $4.54M | 1.18% | +1,118+3.7% | Added |
| GFS Advisors, LLC | 31,408 | $4.54M | 0.75% | +2,650+9.2% | Added |
| Proficio Capital Partners LLC | 31,382 | $4.54M | 0.63% | +48+0.2% | Added |
| Resources Investment Advisors, LLC. | 31,334 | $4.53M | 0.17% | −265−0.8% | Reduced |
| Nwam LLC | 31,330 | $4.53M | 0.36% | +25,667+453.2% | Added |
| Hixon Zuercher, LLC | 31,305 | $4.53M | 2.27% | +1,432+4.8% | Added |
| Bridges Investment Management Inc | 31,260 | $4.52M | 0.13% | −150−0.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 31,236 | $4.52M | 0.29% | −6,300−16.8% | Reduced |
| William Allan, LLC | 31,223 | $4.52M | 3.21% | +31,223 | New |
| McGuire Investment Group, LLC | 31,121 | $4.50M | 0.74% | −1,835−5.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 31,022 | $4.49M | 2.55% | +854+2.8% | Added |
| Mitchell Capital Management Co | 30,856 | $4.46M | 0.90% | +490+1.6% | Added |
| Eagle Capital Management, LLC | 30,809 | $4.46M | 1.17% | +220+0.7% | Added |
| Thoroughbred Financial Services, LLC | 30,726 | $4.45M | 0.93% | +2,212+7.8% | Added |
| Field & Main Bank | 30,593 | $4.43M | 2.55% | +300+1.0% | Added |
| Washington Trust Advisors, Inc. | 30,417 | $4.40M | 0.30% | +30,417 | New |
| Hendley & Co Inc | 30,224 | $4.37M | 1.43% | −8,978−22.9% | Reduced |
| Asset Planning Services Inc | 30,065 | $4.35M | 2.34% | −1,000−3.2% | Reduced |
| Canal Insurance CO | 30,000 | $4.34M | 1.28% | 00.0% | Unchanged |
| Jacobs & Co | 29,917 | $4.33M | 0.45% | +9,533+46.8% | Added |
| Jefferies Group LLC | 29,790 | $4.31M | 0.08% | −35,621−54.5% | Reduced |