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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 3,886 | $483.0K | 0.13% | +301+8.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 3,885 | $483.0K | 0.06% | +64+1.7% | Added |
| Legacy Wealth Advisors, LLC | 3,892 | $483.7K | 0.25% | +389+11.1% | Added |
| Acima Private Wealth, LLC | 3,900 | $484.7K | 0.15% | 00.0% | Unchanged |
| Capital CS Group, LLC | 3,900 | $484.7K | 1.00% | +3,900 | New |
| Curat Global, LLC | 3,906 | $485.4K | 0.48% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,897 | $486.4K | 0.13% | −45−1.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,765 | $488.6K | 0.16% | +164+4.6% | Added |
| SLT Holdings LLC | 3,932 | $488.7K | 0.34% | +80+2.1% | Added |
| Liberty Square Wealth Partners LLC | 3,940 | $489.7K | 0.14% | −276−6.5% | Reduced |
| Trust Investment Advisors | 3,942 | $489.9K | 0.29% | −493−11.1% | Reduced |
| CMT Capital Markets Trading GmbH | 3,950 | $491.0K | 0.23% | +750+23.4% | Added |
| ERn Financial, LLC | 3,953 | $491.3K | 0.09% | −19−0.5% | Reduced |
| Lantern Wealth Advisors, LLC | 3,958 | $491.9K | 0.25% | +651+19.7% | Added |
| Rinkey Investments | 3,961 | $492.3K | 0.13% | −20−0.5% | Reduced |
| Wealth Watch Advisors, INC | 3,969 | $493.3K | 0.21% | +2,070+109.0% | Added |
| Capital Squared Financial LLC | 3,976 | $494.1K | 0.38% | +144+3.8% | Added |
| Horizon Family Wealth, Inc. | 3,976 | $494.2K | 0.26% | −570−12.5% | Reduced |
| LifePlan Investment Advisors, Inc. | 3,977 | $494.3K | 0.19% | −460−10.4% | Reduced |
| First Growth Capital LLC | 3,969 | $495.1K | 0.45% | −252−6.0% | Reduced |
| Blom & Howell Financial Planning, Inc. | 3,984 | $495.1K | 0.49% | −263−6.2% | Reduced |
| Lynx Investment Advisory | 3,990 | $495.9K | 0.24% | −81−2.0% | Reduced |
| Quaker Wealth Management, LLC | 3,995 | $496.5K | 0.16% | +3,441+621.1% | Added |
| Waycross Partners, LLC | 4,000 | $497.1K | 0.05% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 4,001 | $497.2K | 0.03% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 3,998 | $497.9K | 0.11% | −7,667−65.7% | Reduced |
| BridgePort Financial Solutions, LLC | 4,009 | $498.2K | 0.14% | −1,664−29.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 4,013 | $498.7K | 0.02% | +621+18.3% | Added |
| Bank Hapoalim BM | 4,016 | $499.0K | 0.08% | −9−0.2% | Reduced |
| Acorn Creek Capital LLC | 4,016 | $499.2K | 0.18% | −125−3.0% | Reduced |
| Buffalo Business & Estate Services Ltd | 4,034 | $501.3K | 0.07% | +292+7.8% | Added |
| Financial Freedom, LLC | 4,039 | $502.0K | 0.25% | +20.0% | Added |
| Wagner Wealth Management, Corp | 4,042 | $502.3K | 0.45% | −722−15.2% | Reduced |
| DecisionMap Wealth Management, LLC | 4,045 | $502.7K | 0.33% | −4,114−50.4% | Reduced |
| Founders Capital Management | 4,048 | $503.1K | 0.25% | 00.0% | Unchanged |
| Finward Bancorp | 4,059 | $504.5K | 0.40% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 3,958 | $504.7K | 0.06% | +62+1.6% | Added |
| Alaethes Wealth LLC | 4,056 | $505.1K | 0.15% | −117−2.8% | Reduced |
| Taylor Securities Services, Inc. | 4,066 | $505.3K | 0.24% | +719+21.5% | Added |
| Blodgett Wealth Advisors, LLC | 4,082 | $507.3K | 0.40% | +20.0% | Added |
| SWMG, LLC | 4,083 | $507.4K | 0.14% | +4,083 | New |
| Seed Wealth Management, Inc. | 4,085 | $507.7K | 0.35% | 00.0% | Unchanged |
| McCartney Wealth Management LLC | 4,078 | $507.8K | 0.43% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,089 | $508.2K | 0.18% | +81+2.0% | Added |
| Bullseye Investment Management, LLC | 4,090 | $508.3K | 0.27% | −240−5.5% | Reduced |
| CM Wealth Advisors LLC | 4,083 | $508.4K | 0.11% | +118+3.0% | Added |
| Everest Financial Group LLC | 4,092 | $508.5K | 0.08% | +1,748+74.6% | Added |
| Ducere Wealth Management LLC | 4,093 | $508.7K | 0.20% | −245−5.6% | Reduced |
| Horizon Investment Services, LLC | 4,095 | $509.0K | 0.18% | −166−3.9% | Reduced |
| Spahn Wealth & Retirement LLC | 4,098 | $509.3K | 0.65% | 00.0% | Unchanged |
| Clean Yield Group | 4,101 | $509.7K | 0.14% | 00.0% | Unchanged |
| Cogent Private Wealth, Inc. | 4,102 | $509.8K | 0.37% | −653−13.7% | Reduced |
| Crew Capital Management, Ltd. | 4,107 | $510.4K | 0.34% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 3,923 | $510.8K | 0.30% | −329−7.7% | Reduced |
| Old Point Trust & Financial Services N A | 4,111 | $510.9K | 0.16% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 4,114 | $511.3K | 0.09% | −280−6.4% | Reduced |
| Cedarwood Wealth LLC | 4,121 | $512.1K | 0.52% | +562+15.8% | Added |
| Odyssey Capital Advisors, Inc. | 4,122 | $512.3K | 0.46% | −181−4.2% | Reduced |
| Fig Financial Advisory Services Inc | 4,125 | $512.7K | 0.32% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 3,946 | $512.7K | 0.14% | +421+11.9% | Added |
| Aviso Financial Inc. | 4,126 | $512.8K | 0.02% | −865−17.3% | Reduced |
| REAP Financial Group, LLC | 4,133 | $513.6K | 0.10% | +499+13.7% | Added |
| Pine Harbor Wealth Management, LLC | 4,133 | $513.6K | 0.15% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,137 | $514.1K | 0.12% | +180+4.5% | Added |
| Future Financial Wealth Managment LLC | 4,124 | $514.5K | 0.33% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 4,151 | $516.1K | 0.23% | +141+3.5% | Added |
| Meredith Wealth Planning | 4,158 | $516.7K | 0.14% | −1,422−25.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,152 | $517.0K | 0.23% | +575+16.1% | Added |
| Collective Family Office LLC | 4,165 | $517.6K | 0.12% | −1,551−27.1% | Reduced |
| Aspire Capital Advisors LLC | 4,167 | $517.9K | 0.12% | +181+4.5% | Added |
| Sar Wealth Management Group, LLC | 4,168 | $518.0K | 0.28% | −121−2.8% | Reduced |
| Eagle Capital Management, LLC | 4,167 | $518.0K | 0.20% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,162 | $518.3K | 0.04% | +93+2.3% | Added |
| ASL Financial, LLC | 4,172 | $518.5K | 0.41% | +11+0.3% | Added |
| Forza Wealth Management, LLC | 4,173 | $518.6K | 0.18% | 00.0% | Unchanged |
| Mosley Wealth Management | 5,048 | $520.2K | 0.24% | −379−7.0% | Reduced |
| Vance Wealth, Inc. | 4,183 | $520.8K | 0.15% | +101+2.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,196 | $521.5K | 0.03% | +345+9.0% | Added |
| Birmingham Capital Management Co Inc | 4,200 | $522.0K | 0.22% | −3,300−44.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 4,198 | $522.3K | 0.19% | +20.0% | Added |
| Truepoint, Inc. | 4,212 | $523.5K | 0.01% | +358+9.3% | Added |
| ETF Store, Inc. | 4,217 | $524.1K | 0.51% | +231+5.8% | Added |
| Ssi Investment Management LLC | 4,220 | $524.5K | 0.04% | 00.0% | Unchanged |
| Arsenal Capital Advisors LLC | 4,218 | $525.3K | 0.38% | +33+0.8% | Added |
| ELCO Management Co., LLC | 4,233 | $526.1K | 0.25% | −35−0.8% | Reduced |
| Innova Wealth Partners | 4,246 | $527.7K | 0.25% | +67+1.6% | Added |
| Stembrook Asset Management, LLC | 4,257 | $529.1K | 0.52% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 4,260 | $529.4K | 0.23% | 00.0% | Unchanged |
| Oath Planning, LLC | 4,260 | $529.5K | 0.47% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 4,261 | $529.6K | 0.08% | −11−0.3% | Reduced |
| Redwood Family Wealth LLC | 4,263 | $529.9K | 0.52% | +4+0.1% | Added |
| Aire Advisors, LLC | 4,264 | $529.9K | 0.10% | +342+8.7% | Added |
| Menard Financial Group LLC | 4,265 | $530.0K | 0.37% | +5+0.1% | Added |
| Tru Independence Asset Management 2, LLC | 4,260 | $530.5K | 0.33% | 00.0% | Unchanged |
| Granite FO LLC | 4,275 | $531.3K | 0.31% | 00.0% | Unchanged |
| Wealth Group Ltd | 4,279 | $531.8K | 0.12% | 00.0% | Unchanged |
| Helium Advisors LLC | 4,282 | $532.1K | 0.51% | +909+26.9% | Added |
| Fund Advisors of America Inc | 4,282 | $532.2K | 0.54% | −104−2.4% | Reduced |
| SageOak Financial, LLC | 4,287 | $532.8K | 0.38% | −41−0.9% | Reduced |
| Lifestyle Asset Management, Inc. | 4,299 | $534.3K | 0.17% | +20+0.5% | Added |