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
- 4,468
- +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 | 4,468 | $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, 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 |
|---|---|---|---|---|---|
| Kelly Financial Group LLC | 3,449 | $428.4K | 0.11% | +245+7.6% | Added |
| Moore Capital Management, LP | 3,454 | $429.3K | 0.02% | +3,454 | New |
| CJM Wealth Advisers, Ltd. | 3,470 | $431.3K | 0.13% | +66+1.9% | Added |
| TriaGen Wealth Management LLC | 3,472 | $431.5K | 0.12% | 00.0% | Unchanged |
| Tenzing Financial LLC | 3,467 | $431.8K | 0.32% | +104+3.1% | Added |
| Staley Capital Advisers Inc | 3,477 | $432.1K | 0.02% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 3,484 | $433.0K | 0.39% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 3,494 | $434.2K | 0.08% | 00.0% | Unchanged |
| Avenir Corp | 3,501 | $435.1K | 0.05% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 3,501 | $435.1K | 0.11% | 00.0% | Unchanged |
| Asempa Wealth Advisors | 3,492 | $435.6K | 0.38% | 00.0% | Unchanged |
| Great Waters Wealth Management | 3,517 | $437.1K | 0.05% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 3,523 | $437.9K | 0.09% | −201−5.4% | Reduced |
| Crescent Grove Advisors, LLC | 3,517 | $437.9K | 0.04% | +10.0% | Added |
| Seascape Capital Management | 3,522 | $438.0K | 0.13% | −576−14.1% | Reduced |
| Heritage Investment Group, Inc. | 3,530 | $438.7K | 0.07% | +13+0.4% | Added |
| CBIZ Investment Advisory Services, LLC | 3,526 | $438.8K | 0.02% | −1,218−25.7% | Reduced |
| TrustWell Financial Advisors, LLC | 3,535 | $439.3K | 0.41% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,544 | $440.4K | 0.02% | +2+0.1% | Added |
| Arq Wealth Advisors, LLC | 3,546 | $440.7K | 0.08% | +3,546 | New |
| Clarus Wealth Advisors | 3,600 | $441.0K | 0.19% | +419+13.2% | Added |
| TSA Wealth Managment LLC | 3,549 | $441.1K | 0.14% | +3,549 | New |
| Mountain Capital Investment Advisors, Inc | 3,457 | $441.1K | 0.07% | +3,457 | New |
| MOR Wealth Management, LLC | 3,551 | $441.3K | 0.20% | +3,551 | New |
| Latitude Advisors, LLC | 3,553 | $441.5K | 0.20% | −706−16.6% | Reduced |
| Boomfish Wealth Group, LLC | 3,569 | $443.5K | 0.24% | +140+4.1% | Added |
| Greenup Street Wealth Management LLC | 3,571 | $443.8K | 0.06% | +303+9.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 3,589 | $446.0K | 0.13% | −44−1.2% | Reduced |
| RVW Wealth, LLC | 3,591 | $446.3K | 0.03% | −1,251−25.8% | Reduced |
| Rench Wealth Management, Inc. | 3,593 | $446.5K | 0.13% | −12−0.3% | Reduced |
| Midwest Financial Group LLC | 3,606 | $448.2K | 0.19% | +676+23.1% | Added |
| Elite Financial, Inc. | 3,612 | $449.0K | 0.20% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 3,622 | $450.1K | 0.42% | −25−0.7% | Reduced |
| Cottage Street Advisors LLC | 3,627 | $450.8K | 0.20% | −179−4.7% | Reduced |
| Johnson & White Wealth Management, LLC | 3,636 | $451.9K | 0.19% | −1,947−34.9% | Reduced |
| Financial Harvest, LLC | 3,641 | $452.5K | 0.27% | −592−14.0% | Reduced |
| Sightline Wealth Advisors, LLC | 3,643 | $452.8K | 0.19% | +4+0.1% | Added |
| CogentBlue Wealth Advisors, LLC | 3,645 | $453.0K | 0.30% | 00.0% | Unchanged |
| Sanchez Levi Garrett | 3,648 | $453.4K | 0.28% | +3,648 | New |
| Montchanin Asset Management, LLC | 3,660 | $455.0K | 0.48% | +3,660 | New |
| Ade, LLC | 3,663 | $455.2K | 0.22% | 00.0% | Unchanged |
| Daybright Advisory Services, Inc. | 3,673 | $456.5K | 0.13% | +112+3.1% | Added |
| TL Private Wealth | 3,606 | $457.1K | 0.18% | 00.0% | Unchanged |
| Collaborative Fund Advisors, LLC | 3,695 | $459.2K | 0.28% | +3,695 | New |
| Fiduciary Financial Group, LLC | 3,696 | $459.3K | 0.06% | +86+2.4% | Added |
| McHugh Group, LLC | 3,700 | $459.8K | 0.27% | 00.0% | Unchanged |
| SwitchPoint Financial Planning, LLC | 3,710 | $461.1K | 0.31% | +16+0.4% | Added |
| Fourth Dimension Wealth, LLC | 3,711 | $461.2K | 0.17% | −2,224−37.5% | Reduced |
| Keynote Financial Services LLC | 3,712 | $461.3K | 0.25% | 00.0% | Unchanged |
| Compass Financial Services Inc | 3,714 | $461.6K | 0.20% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,718 | $462.1K | 0.03% | −240−6.1% | Reduced |
| Chatterton & Associates Inc. | 3,582 | $462.5K | 0.32% | +945+35.8% | Added |
| BetterWealth, LLC | 3,729 | $463.4K | 0.09% | +673+22.0% | Added |
| Arbor Investment Advisors, LLC | 3,729 | $463.4K | 0.06% | +1,119+42.9% | Added |
| Asset Planning,Inc | 3,731 | $463.7K | 0.33% | +7+0.2% | Added |
| Cottonwood Capital Advisors, LLC | 3,733 | $463.9K | 0.33% | +2+0.1% | Added |
| Vista Private Wealth Partners. LLC | 3,561 | $464.4K | 0.16% | +644+22.1% | Added |
| Pacific Sun Financial Corp | 3,730 | $464.5K | 0.22% | +46+1.2% | Added |
| Legacy Capital Group California, Inc. | 3,740 | $464.8K | 0.18% | −12,100−76.4% | Reduced |
| Intellus Advisors LLC | 3,741 | $464.9K | 0.06% | −119−3.1% | Reduced |
| Evolution Advisers, Inc. | 3,742 | $465.0K | 0.20% | −37−1.0% | Reduced |
| Noesis Capital Mangement Corp | 3,744 | $465.3K | 0.07% | +874+30.5% | Added |
| Southern Financial Group, LLC | 3,745 | $465.4K | 0.13% | −281−7.0% | Reduced |
| Mill Capital Management, LLC | 3,747 | $465.7K | 0.04% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,653 | $466.1K | 0.08% | −564−13.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3,751 | $466.2K | 0.05% | 00.0% | Unchanged |
| Wright Wealth LLC | 3,754 | $466.5K | 0.31% | −558−12.9% | Reduced |
| Autumn Glory Partners, LLC | 3,761 | $467.4K | 0.17% | −7,858−67.6% | Reduced |
| Centerline Wealth Advisors, LLC | 3,767 | $468.1K | 0.17% | −216−5.4% | Reduced |
| Custos Family Office, LLC | 3,771 | $468.6K | 0.32% | −266−6.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,774 | $469.1K | 0.14% | −20−0.5% | Reduced |
| Financial Sense Advisors, Inc. | 3,787 | $470.7K | 0.10% | +10.0% | Added |
| Client 1st Advisory Group, LLC | 3,787 | $470.7K | 0.14% | +150+4.1% | Added |
| Austin Asset Management Co Inc | 3,789 | $470.9K | 0.08% | +11+0.3% | Added |
| Riverstone Advisors, LLC | 3,789 | $470.9K | 0.23% | +586+18.3% | Added |
| Winter & Associates, Inc. | 3,717 | $471.3K | 0.41% | +4+0.1% | Added |
| Grey Fox Wealth Advisors, LLC | 3,789 | $471.8K | 0.09% | +316+9.1% | Added |
| Split Rock Private Trading & Wealth Management, LLC | 3,806 | $473.1K | 0.37% | −1,100−22.4% | Reduced |
| Canandaigua National Trust Co of Florida | 3,813 | $473.9K | 0.38% | −200−5.0% | Reduced |
| IMZ Advisory Inc | 3,814 | $473.9K | 0.18% | +8+0.2% | Added |
| Marquette Asset Management, LLC | 3,817 | $474.4K | 0.07% | +137+3.7% | Added |
| Hoge Financial Services, LLC | 3,818 | $474.5K | 0.25% | −269−6.6% | Reduced |
| Cooper/Haims Advisors, LLC | 3,821 | $474.8K | 0.22% | +1,425+59.5% | Added |
| Trail Ridge Investment Advisors, LLC | 3,826 | $475.5K | 0.21% | +215+6.0% | Added |
| GW&K Investment Management, LLC | 3,827 | $476.0K | 0.00% | +89+2.4% | Added |
| Goldstein Advisors, LLC | 3,832 | $476.2K | 0.05% | +385+11.2% | Added |
| Strategies Wealth Advisors, LLC | 3,839 | $477.1K | 0.05% | −906−19.1% | Reduced |
| Members Wealth LLC | 3,680 | $478.3K | 0.29% | +41+1.1% | Added |
| Pembroke Management, LTD | 3,851 | $478.6K | 0.07% | −100−2.5% | Reduced |
| Searcy Financial Services Inc | 3,853 | $478.8K | 0.18% | +3+0.1% | Added |
| Alpha Financial Partners, LLC | 3,856 | $479.2K | 0.28% | +306+8.6% | Added |
| Mittelman Wealth Management | 3,860 | $479.7K | 0.30% | −756−16.4% | Reduced |
| Landmark Wealth Management, Inc. | 3,861 | $479.8K | 0.18% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 3,863 | $480.1K | 0.16% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,863 | $480.1K | 0.20% | +477+14.1% | Added |
| B&L Asset Management LLC | 3,870 | $481.0K | 0.21% | 00.0% | Unchanged |
| Sather Financial Group Inc | 3,872 | $481.2K | 0.03% | +1,409+57.2% | Added |
| Rice Hall James & Associates, LLC | 3,873 | $481.3K | 0.03% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 3,875 | $481.6K | 0.19% | +3,875 | New |
| Prosperitas Financial LLC | 3,879 | $482.1K | 0.18% | 00.0% | Unchanged |