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 8 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
- +288 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
- 112
- 901 more reduced
44 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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 29,793 | $4.31M | 0.64% | −105−0.4% | Reduced |
| Annex Advisory Services, LLC | 29,759 | $4.31M | 0.30% | +1,141+4.0% | Added |
| Hamilton Point Investment Advisors, LLC | 29,573 | $4.29M | 1.02% | +413+1.4% | Added |
| Capital Investment Advisors, LLC | 29,550 | $4.28M | 0.13% | +924+3.2% | Added |
| SignalPoint Asset Management, LLC | 29,519 | $4.27M | 1.30% | +602+2.1% | Added |
| Rothschild Investment Corp | 29,506 | $4.27M | 0.33% | −400−1.3% | Reduced |
| Exeter Financial, LLC | 29,382 | $4.25M | 2.33% | +191+0.7% | Added |
| Estabrook Capital Management | 29,356 | $4.25M | 0.60% | +1,263+4.5% | Added |
| LVW Advisors, LLC | 29,334 | $4.24M | 0.72% | −1,168−3.8% | Reduced |
| Deseret Mutual Benefit Administrators | 29,298 | $4.24M | 0.71% | +958+3.4% | Added |
| Berkshire Bank | 29,188 | $4.22M | 0.94% | +347+1.2% | Added |
| Annandale Capital, LLC | 29,123 | $4.21M | 1.86% | −71−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 29,083 | $4.21M | 0.04% | −1,682−5.5% | Reduced |
| Millennium Capital Advisors, LLC | 29,070 | $4.21M | 3.28% | +29,070 | New |
| Pensionfund Sabic | 29,000 | $4.20M | 0.79% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 28,984 | $4.19M | 0.34% | +1,898+7.0% | Added |
| Perfromance Wealth Partners, LLC | 28,962 | $4.19M | 0.17% | +28,962 | New |
| Reuter James Wealth Management, LLC | 28,957 | $4.19M | 1.61% | +28,957 | New |
| Laffer Tengler Investments | 28,887 | $4.18M | 1.21% | +277+1.0% | Added |
| NBT Bank N A | 28,838 | $4.17M | 0.54% | −155−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 28,824 | $4.17M | 0.18% | +4,729+19.6% | Added |
| First Manhattan Co | 28,793 | $4.17M | 0.01% | +48+0.2% | Added |
| Silvant Capital Management LLC | 28,638 | $4.16M | 0.71% | −1,498−5.0% | Reduced |
| Providence Capital Advisors, LLC | 28,727 | $4.16M | 1.15% | +2,600+10.0% | Added |
| Wills Financial Group, Inc. | 28,728 | $4.16M | 1.64% | −1,532−5.1% | Reduced |
| J.W. Cole Advisors, Inc. | 28,704 | $4.15M | 0.27% | +28,704 | New |
| Venture Visionary Partners LLC | 28,682 | $4.15M | 0.27% | +693+2.5% | Added |
| FAI Wealth Management | 28,632 | $4.14M | 3.42% | −44−0.2% | Reduced |
| Ieq Capital, LLC | 28,604 | $4.14M | 0.10% | +5,202+22.2% | Added |
| Northcape Wealth Management, LLC | 28,598 | $4.14M | 1.40% | +28,598 | New |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 28,507 | $4.13M | 0.68% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 28,436 | $4.11M | 1.34% | −100−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 28,309 | $4.10M | 0.03% | +6,267+28.4% | Added |
| Capital City Trust Co | 28,293 | $4.09M | 1.16% | +244+0.9% | Added |
| Cornerstone Wealth Group, LLC | 28,289 | $4.09M | 0.70% | −32,016−53.1% | Reduced |
| Resources Management Corp | 28,212 | $4.08M | 0.53% | +524+1.9% | Added |
| Spring Capital Management, LLC | 28,201 | $4.08M | 3.24% | +28,201 | New |
| Ameritas Advisory Services, LLC | 28,185 | $4.08M | 0.15% | +28,185 | New |
| Industrial Alliance Investment Management Inc. | 28,127 | $4.07M | 0.09% | +28,127 | New |
| Robbins Farley LLC | 27,998 | $4.05M | 2.99% | +1,108+4.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 27,664 | $4.05M | 0.08% | −7,171−20.6% | Reduced |
| Windward Capital Management Co | 27,985 | $4.05M | 0.34% | +351+1.3% | Added |
| Stoneridge Investment Partners LLC | 27,878 | $4.03M | 1.86% | +1,835+7.0% | Added |
| United Capital Management of KS, Inc. | 27,869 | $4.03M | 1.50% | +1,358+5.1% | Added |
| Butensky & Cohen Financial Security, Inc | 27,854 | $4.03M | 1.44% | +1,414+5.3% | Added |
| Scissortail Wealth Management, LLC | 27,820 | $4.02M | 1.55% | +27,820 | New |
| Gamble Jones Investment Counsel | 27,764 | $4.02M | 0.24% | +208+0.8% | Added |
| Duality Advisers, LP | 27,764 | $4.02M | 0.43% | +6,113+28.2% | Added |
| Arkadios Wealth Advisors | 27,589 | $3.99M | 0.54% | +1,129+4.3% | Added |
| Independent Financial Group, LLC | 27,540 | $3.98M | 0.33% | −912−3.2% | Reduced |
| Greenwood Capital Associates LLC | 27,503 | $3.98M | 0.56% | −2,717−9.0% | Reduced |
| New England Research & Management, Inc. | 27,457 | $3.97M | 1.92% | +450+1.7% | Added |
| HYA Advisors, Inc | 27,333 | $3.96M | 1.42% | +144+0.5% | Added |
| Schmidt P J Investment Management Inc | 28,196 | $3.94M | 0.79% | −261−0.9% | Reduced |
| Somerset Trust Co | 27,158 | $3.93M | 1.43% | +771+2.9% | Added |
| Inscription Capital, LLC | 27,021 | $3.92M | 1.07% | +1,904+7.6% | Added |
| R.m.sincerbeaux Capital Management LLC | 27,100 | $3.92M | 2.35% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 27,058 | $3.91M | 0.44% | +11,970+79.3% | Added |
| Raab & Moskowitz Asset Management LLC | 27,039 | $3.91M | 1.28% | +730+2.8% | Added |
| TownSquare Capital, LLC | 26,815 | $3.88M | 0.10% | +3,557+15.3% | Added |
| Pensionfund DSM Netherlands | 26,800 | $3.88M | 0.45% | −12,500−31.8% | Reduced |
| Ar Asset Management Inc | 26,800 | $3.88M | 0.98% | 00.0% | Unchanged |
| GDS Wealth Management | 26,661 | $3.86M | 0.86% | +26,661 | New |
| Asset Dedication, LLC | 26,761 | $3.86M | 0.46% | +1,708+6.8% | Added |
| Quest Investment Management LLC | 26,580 | $3.85M | 0.33% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 26,582 | $3.85M | 0.14% | +360+1.4% | Added |
| BFSG, LLC | 26,553 | $3.84M | 0.53% | −351−1.3% | Reduced |
| Journey Advisory Group, LLC | 26,479 | $3.83M | 1.06% | +4,144+18.6% | Added |
| Two Sigma Securities, LLC | 26,458 | $3.83M | 0.75% | +23,850+914.5% | Added |
| Capital Analysts, LLC | 26,407 | $3.82M | 0.23% | −362−1.4% | Reduced |
| EP Wealth Advisors, LLC | 26,400 | $3.82M | 0.09% | +3,734+16.5% | Added |
| Acropolis Investment Management, LLC | 26,397 | $3.82M | 0.34% | +160+0.6% | Added |
| Texas Yale Capital Corp. | 26,392 | $3.82M | 0.19% | +530+2.0% | Added |
| Keel Point, LLC | 26,313 | $3.81M | 0.55% | +1,265+5.1% | Added |
| Blue Fin Capital, Inc. | 26,305 | $3.81M | 1.05% | +485+1.9% | Added |
| Ascent Group, LLC | 27,133 | $3.80M | 0.48% | +27,133 | New |
| Stratos Wealth Advisors, LLC | 26,175 | $3.79M | 0.27% | +115+0.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,154 | $3.78M | 0.84% | +389+1.5% | Added |
| Pecaut & Co. | 26,095 | $3.78M | 1.92% | −1,465−5.3% | Reduced |
| KG&L Capital Management,LLC | 25,959 | $3.76M | 1.51% | +814+3.2% | Added |
| Jackson Hole Capital Partners, LLC | 25,930 | $3.75M | 1.18% | +734+2.9% | Added |
| Strategic Wealth Partners, Ltd. | 25,927 | $3.75M | 0.71% | +2,717+11.7% | Added |
| Confluence Wealth Services, Inc. | 25,880 | $3.74M | 1.21% | +25,880 | New |
| Ameritas Investment Partners, Inc. | 25,870 | $3.74M | 0.13% | −503−1.9% | Reduced |
| Radnor Capital Management, LLC | 25,850 | $3.74M | 0.92% | +25,850 | New |
| Financial & Tax Architects, LLC | 25,790 | $3.73M | 1.52% | +1,736+7.2% | Added |
| Bank of Hawaii | 25,754 | $3.73M | 0.19% | +223+0.9% | Added |
| Horan Capital Advisors, LLC. | 25,731 | $3.72M | 1.48% | +60+0.2% | Added |
| HBK Sorce Advisory LLC | 25,700 | $3.72M | 0.19% | +1,471+6.1% | Added |
| Alerus Financial NA | 25,602 | $3.71M | 0.30% | +1,983+8.4% | Added |
| Ingalls & Snyder LLC | 25,549 | $3.70M | 0.17% | −4,947−16.2% | Reduced |
| Verition Fund Management LLC | 25,521 | $3.69M | 0.05% | +21,033+468.6% | Added |
| Vident Investment Advisory, LLC | 25,508 | $3.69M | 0.10% | +3,756+17.3% | Added |
| Patton Albertson Miller Group, LLC | 25,490 | $3.69M | 0.60% | +693+2.8% | Added |
| Udine Wealth Management, Inc. | 25,470 | $3.69M | 3.80% | +25,470 | New |
| JT Stratford LLC | 25,456 | $3.68M | 1.01% | +1,157+4.8% | Added |
| Kingsview Wealth Management, LLC | 25,446 | $3.68M | 0.15% | +160+0.6% | Added |
| Comerica Securities,inc. | 25,270 | $3.67M | 0.24% | +524+2.1% | Added |
| Red Door Wealth Management, LLC | 25,343 | $3.67M | 1.20% | +1,866+7.9% | Added |
| Arrow Financial Corp | 25,322 | $3.66M | 0.43% | −1,320−5.0% | Reduced |