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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| WealthPoint Financial, LLC | 4,299 | $534.3K | 0.45% | +742+20.9% | Added |
| Broadway Wealth Solutions, Inc. | 4,315 | $536.2K | 0.28% | −349−7.5% | Reduced |
| Westbourne Investments, Inc. | 4,317 | $536.5K | 0.26% | −1,000−18.8% | Reduced |
| LifeWealth Investments, LLC | 4,319 | $536.8K | 0.16% | −29−0.7% | Reduced |
| LVM Capital Management Ltd | 4,320 | $537.0K | 0.05% | 00.0% | Unchanged |
| Balance Wealth, LLC | 4,321 | $537.0K | 0.17% | +1,175+37.3% | Added |
| Northwest Financial Advisors | 4,334 | $538.6K | 1.04% | +8+0.2% | Added |
| Strategic Wealth Designers | 4,335 | $538.7K | 0.07% | −615−12.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 4,339 | $539.2K | 0.04% | −198−4.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 4,342 | $539.6K | 0.30% | −75−1.7% | Reduced |
| Owl Creek Wealth Partners LLC | 4,346 | $540.1K | 0.19% | +4,346 | New |
| Miller Capital Partners, Inc. | 4,350 | $540.6K | 0.26% | 00.0% | Unchanged |
| Towercrest Capital Management | 4,353 | $541.0K | 0.08% | +197+4.7% | Added |
| Fiera Capital Corp | 4,356 | $541.4K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,356 | $541.4K | 0.37% | −3,173−42.1% | Reduced |
| CPA Asset Management LLC | 4,365 | $542.5K | 0.18% | 00.0% | Unchanged |
| SMART Wealth LLC | 4,367 | $542.8K | 0.16% | −523−10.7% | Reduced |
| Optima Capital LLC | 4,369 | $543.9K | 0.25% | −323−6.9% | Reduced |
| Wealth Analytics Partners, LLC | 4,379 | $544.2K | 0.22% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 4,378 | $545.2K | 0.38% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 4,393 | $546.0K | 0.09% | −1,361−23.7% | Reduced |
| Armbruster Capital Management, Inc. | 4,395 | $546.2K | 0.09% | 00.0% | Unchanged |
| Prota Financial, LLC | 4,406 | $547.6K | 0.40% | −555−11.2% | Reduced |
| RHS Financial, LLC | 4,410 | $548.1K | 0.26% | +1,400+46.5% | Added |
| Keyvantage Wealth, LLC | 4,422 | $549.5K | 0.24% | −31−0.7% | Reduced |
| Capital Advisors, Ltd. LLC | 4,429 | $550.0K | 0.06% | +218+5.2% | Added |
| Breakthru Advisory Services, LLC | 4,432 | $550.8K | 0.88% | −186−4.0% | Reduced |
| Rise Advisors, LLC | 4,421 | $551.5K | 0.19% | +24+0.5% | Added |
| Navalign, LLC | 4,441 | $551.9K | 0.14% | −19,849−81.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,444 | $552.3K | 0.15% | −567−11.3% | Reduced |
| New World Advisors LLC | 4,452 | $553.3K | 0.10% | −297−6.3% | Reduced |
| Noble Wealth Management PBC | 4,452 | $553.3K | 0.28% | −59−1.3% | Reduced |
| Smith Asset Management Co., LLC | 4,459 | $554.2K | 0.48% | +10+0.2% | Added |
| Midwestern Financial, LLC | 4,460 | $554.2K | 0.44% | +10+0.2% | Added |
| Blue Rock Wealth Management LLC | 4,466 | $555.0K | 0.35% | −1,100−19.8% | Reduced |
| Elite Life Management LLC | 4,256 | $555.1K | 0.70% | +59+1.4% | Added |
| Ascension Capital Advisors, Inc. | 4,471 | $555.7K | 0.17% | +4,471 | New |
| Navigate Wealth Management, LLC | 4,290 | $556.0K | 0.39% | +4,290 | New |
| Reyes Financial Architecture, Inc. | 4,479 | $556.6K | 0.45% | +833+22.8% | Added |
| Norway Savings Bank | 4,481 | $556.9K | 0.26% | −172−3.7% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 4,481 | $556.9K | 0.19% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 4,487 | $557.0K | 0.23% | −44−1.0% | Reduced |
| Conservest Capital Advisors, Inc. | 4,488 | $557.8K | 0.05% | +144+3.3% | Added |
| Allium Financial Advisors, LLC | 4,489 | $557.9K | 0.45% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 4,495 | $558.6K | 0.14% | +4,495 | New |
| Websterrogers Financial Advisors, LLC | 4,495 | $558.7K | 0.16% | +57+1.3% | Added |
| MBA Advisors LLC | 4,496 | $558.8K | 0.21% | −751−14.3% | Reduced |
| Elm Partners Management LLC | 4,526 | $559.0K | 0.02% | +494+12.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,500 | $559.0K | 0.05% | 00.0% | Unchanged |
| Huber Capital Management LLC | 4,500 | $559.3K | 0.09% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,500 | $559.3K | 0.47% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 4,500 | $559.3K | 0.17% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 4,500 | $559.3K | 0.34% | +15+0.3% | Added |
| StrongBox Wealth, LLC | 4,501 | $559.4K | 0.18% | 00.0% | Unchanged |
| Green Ridge Wealth Planning LLC | 4,504 | $559.8K | 0.29% | +8+0.2% | Added |
| Aletheian Wealth Advisors LLC | 4,505 | $559.9K | 0.27% | +4,505 | New |
| Orion Investment Co | 4,506 | $560.0K | 0.18% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 4,507 | $561.2K | 0.18% | −2,306−33.8% | Reduced |
| Tranquility Partners, LLC | 4,517 | $561.4K | 0.21% | +477+11.8% | Added |
| Sawyer & Company, Inc | 4,541 | $564.4K | 0.22% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 4,546 | $565.0K | 0.06% | −224−4.7% | Reduced |
| Curran Financial Partners, LLC | 4,551 | $565.5K | 0.10% | +322+7.6% | Added |
| Lansing Street Advisors | 4,559 | $567.7K | 0.14% | +14+0.3% | Added |
| Anson Capital, Inc. | 4,569 | $567.8K | 0.39% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 4,569 | $568.1K | 0.11% | +323+7.6% | Added |
| Kestra Investment Management, LLC | 4,573 | $568.4K | 0.01% | −1,846−28.8% | Reduced |
| Sutton Place Investors LLC | 4,574 | $568.5K | 0.31% | +57+1.3% | Added |
| Evanson Asset Management, LLC | 4,577 | $568.8K | 0.03% | +10.0% | Added |
| Stewardship Advisors, LLC | 4,582 | $569.5K | 0.13% | +17+0.4% | Added |
| Planning Alternatives Ltd | 4,583 | $569.6K | 0.07% | +2,425+112.4% | Added |
| Provident Living Financial Services, Inc. | 4,590 | $570.4K | 0.63% | 00.0% | Unchanged |
| Lynch Investment Planning, LLC | 4,586 | $571.1K | 0.51% | −225−4.7% | Reduced |
| National Philanthropic Trust | 4,599 | $571.6K | 0.01% | −202−4.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,603 | $572.0K | 0.28% | +4+0.1% | Added |
| Burling Wealth Partners, LLC | 4,604 | $572.2K | 0.09% | −641−12.2% | Reduced |
| Game Plan Financial Advisors, LLC | 4,613 | $573.3K | 0.26% | −1,001−17.8% | Reduced |
| Financial Perspectives, Inc | 4,618 | $573.9K | 0.16% | +450+10.8% | Added |
| Transamerica Financial Advisors, Inc. | 4,621 | $575.3K | 0.05% | +977+26.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,635 | $576.2K | 0.12% | +4+0.1% | Added |
| Cypress Asset Management Inc | 4,641 | $576.8K | 0.13% | 00.0% | Unchanged |
| Del-Sette Capital Management, LLC | 4,645 | $577.3K | 0.35% | +64+1.4% | Added |
| Natural Investments, LLC | 4,652 | $578.0K | 0.14% | −261−5.3% | Reduced |
| VSM Wealth Advisory, LLC | 4,653 | $578.3K | 0.17% | +10.0% | Added |
| Fielder Capital Group LLC | 4,663 | $579.5K | 0.13% | −3,214−40.8% | Reduced |
| Claris Advisors, LLC | 4,674 | $580.9K | 0.17% | −33−0.7% | Reduced |
| Meridian Wealth Partners, LLC | 4,675 | $581.0K | 0.08% | +198+4.4% | Added |
| Peak Asset Management, LLC | 4,677 | $581.3K | 0.10% | +37+0.8% | Added |
| Legacy Advisory Services, LLC | 4,681 | $581.7K | 0.44% | −976−17.3% | Reduced |
| Birchcreek Wealth Management, LLC | 4,682 | $581.9K | 0.28% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 4,688 | $582.6K | 0.10% | −1,984−29.7% | Reduced |
| Atlas Wealth LLC | 4,689 | $582.7K | 0.17% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 4,700 | $584.1K | 0.06% | +533+12.8% | Added |
| Stordahl Capital Management, Inc. | 4,703 | $584.5K | 0.12% | −244−4.9% | Reduced |
| Schoolcraft Capital LLC | 4,704 | $584.6K | 0.11% | 00.0% | Unchanged |
| Sherman Porfolios, LLC | 4,718 | $586.3K | 0.04% | −90,041−95.0% | Reduced |
| Merited Wealth, LLC | 4,725 | $587.2K | 0.49% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4,729 | $587.7K | 0.20% | +2,870+154.4% | Added |
| Demars Financial Group, LLC | 4,729 | $587.7K | 0.19% | +408+9.4% | Added |
| Brown Financial Advisory | 4,730 | $587.8K | 0.29% | −496−9.5% | Reduced |
| Family Wealth Group, LLC | 4,730 | $587.9K | 0.37% | −672−12.4% | Reduced |