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, Q1 2026
Institutional positions in Walmart Inc. as of Mar 31, 2026. 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
- 4,467
- +122 vs. Q4 2025
- Shares held
- 2.90B
- +483.3M (+20.0%) vs. Q4 2025
- Total value
- $360.0B
- +$90.8B (+33.7%) vs. Q4 2025
- New holders
- 287
- 1,732 more added
- Sold out
- 165
- 1,979 more reduced
69 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chelsea Counsel Co | 4 | $499 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 6 | $746 | 0.00% | −109,815−100.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 6 | $746 | 0.01% | −6−50.0% | Reduced |
| Nvest Wealth Strategies, Inc. | 15 | $1.86K | 0.00% | +15 | New |
| 3 Factor Indexing, LLC | 15 | $1.86K | 0.00% | +15 | New |
| NorthAvenue LLC | 21 | $2.61K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 30 | $3.00K | 0.00% | +30 | New |
| Insight Financial Services | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 32 | $3.98K | 0.00% | +32 | New |
| Financial Connections Group, Inc. | 33 | $4.00K | 0.00% | +33 | New |
| Investment Counsel Co of Nevada | 36 | $4.47K | 0.01% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 37 | $4.60K | 0.00% | −45,673−99.9% | Reduced |
| IFG Advisory, LLC | 45 | $5.59K | 0.02% | −106,496−100.0% | Reduced |
| Navigoe, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 50 | $6.21K | 0.00% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 50 | $6.23K | 0.00% | +50 | New |
| Friedenthal Financial | 60 | $7.41K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 60 | $7.46K | 0.00% | +60 | New |
| Hamrick Investment Counsel, llc | 60 | $7.47K | 0.00% | +60 | New |
| Bare Financial Services, Inc | 62 | $7.71K | 0.00% | +24+63.2% | Added |
| Redwood Park Advisors LLC | 66 | $8.26K | 0.01% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 72 | $8.95K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 82 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 84 | $10.5K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 86 | $10.6K | 0.01% | +41+91.1% | Added |
| Longfellow Investment Management Co LLC | 87 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 87 | $10.9K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 90 | $11.2K | 0.00% | +90 | New |
| Fairway Wealth LLC | 93 | $11.6K | 0.00% | −79−45.9% | Reduced |
| Berbice Capital Management LLC | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 102 | $12.6K | 0.01% | −143−58.4% | Reduced |
| Torren Management, LLC | 105 | $13.0K | 0.01% | −3,429−97.0% | Reduced |
| Park Square Financial Group, LLC | 106 | $13.2K | 0.10% | −184−63.4% | Reduced |
| Strategic Advocates LLC | 118 | $14.7K | 0.06% | −1,745−93.7% | Reduced |
| Atomic Invest LLC | 121 | $15.0K | 0.01% | +21+21.0% | Added |
| ESL Trust Services, LLC | 123 | $15.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 129 | $16.0K | 0.00% | +129 | New |
| PayPay Securities Corp | 130 | $16.2K | 0.56% | +27+26.2% | Added |
| Seneschal Advisors, LLC | 136 | $16.9K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 141 | $17.0K | 0.01% | +30+27.0% | Added |
| TopTier Wealth Management, LLC | 138 | $17.2K | 0.01% | +138 | New |
| Westfuller Advisors, LLC | 140 | $17.4K | 0.01% | −2−1.4% | Reduced |
| CFG Wealth Management Services, Inc. | 150 | $18.6K | 0.02% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 152 | $19.4K | 0.01% | +1+0.7% | Added |
| First Pacific Financial | 163 | $20.2K | 0.00% | +19+13.2% | Added |
| Your Advocates Ltd., LLP | 168 | $20.9K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 180 | $22.2K | 0.10% | +180 | New |
| Comprehensive Financial Planning, Inc. | 181 | $22.6K | 0.02% | 00.0% | Unchanged |
| Lam Group, Inc. | 183 | $22.7K | 0.01% | +183 | New |
| Quarry LP | 190 | $23.6K | 0.00% | −158−45.4% | Reduced |
| Barrett & Company, Inc. | 204 | $25.4K | 0.01% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 204 | $25.4K | 0.03% | +204 | New |
| Daytona Street Capital LLC | 214 | $26.5K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 219 | $27.2K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 222 | $27.6K | 0.02% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 228 | $28.0K | 0.00% | −39−14.6% | Reduced |
| Lipe & Dalton | 224 | $28.0K | 0.01% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 233 | $29.0K | 0.02% | +233 | New |
| Copia Wealth Management | 236 | $29.3K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 242 | $30.1K | 0.02% | 00.0% | Unchanged |
| Collier Financial | 246 | $30.5K | 0.02% | +1+0.4% | Added |
| Horizon Bancorp Inc | 247 | $31.0K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 255 | $31.7K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 261 | $32.4K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 270 | $33.6K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 285 | $35.4K | 0.03% | −195−40.6% | Reduced |
| Clayton Financial Group LLC | 293 | $36.4K | 0.02% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 296 | $36.8K | 0.01% | +296 | New |
| PMV Capital Advisers, LLC | 300 | $37.3K | 0.06% | 00.0% | Unchanged |
| Pingora Partners LLC | 300 | $37.3K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 300 | $37.3K | 0.02% | +300 | New |
| Glass Jacobson Investment Advisors llc | 307 | $38.1K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 310 | $38.4K | 0.03% | +15+5.1% | Added |
| Matrix Trust Co | 311 | $39.0K | 0.01% | −236−43.1% | Reduced |
| Evolution Wealth Management Inc. | 316 | $39.3K | 0.03% | +97+44.3% | Added |
| Osbon Capital Management LLC | 324 | $40.3K | 0.03% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 333 | $41.4K | 0.03% | 00.0% | Unchanged |
| Blueline Advisors LLC | 345 | $42.9K | 0.03% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 357 | $44.5K | 0.02% | −132−27.0% | Reduced |
| LM Advisors LLC | 5,703 | $45.8K | 0.92% | +578+11.3% | Added |
| PFS Partners, LLC | 371 | $46.1K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $49.7K | 0.01% | −900−69.2% | Reduced |
| Capital Advisor Network LLC | 403 | $50.1K | 0.07% | +403 | New |
| Hoese & Co LLP | 405 | $50.3K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 413 | $51.4K | 0.01% | +125+43.4% | Added |
| Hara Capital LLC | 420 | $52.3K | 0.03% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 419 | $52.5K | 0.05% | +356+565.1% | Added |
| Centerpoint Advisors, LLC | 428 | $53.0K | 0.02% | −6,079−93.4% | Reduced |
| Islay Capital Management, LLC | 450 | $55.9K | 0.03% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 453 | $56.3K | 0.05% | 00.0% | Unchanged |
| Stance Capital LLC | 455 | $56.5K | 0.03% | +455 | New |
| Paladin Partners, LLC | 465 | $57.8K | 0.04% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 467 | $58.0K | 0.00% | +467 | New |
| Harbor Asset Planning, Inc. | 468 | $58.2K | 0.05% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 471 | $58.5K | 0.05% | +471 | New |
| Team Financial Group, LLC | 484 | $60.1K | 0.03% | +1+0.2% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 500 | $62.1K | 0.00% | +418+509.8% | Added |
| Longview Financial Advisors LLC | 542 | $67.4K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 549 | $68.2K | 0.02% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 551 | $68.5K | 0.03% | −77−12.3% | Reduced |