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 |
|---|---|---|---|---|---|
| Parrish Capital LLC | 4,735 | $588.5K | 0.52% | −48−1.0% | Reduced |
| Schrum Private Wealth Management LLC | 4,738 | $588.9K | 0.45% | −159−3.2% | Reduced |
| Alpha Zero LLC | 4,742 | $589.3K | 0.30% | +734+18.3% | Added |
| Coyle Financial Counsel LLC | 4,750 | $590.3K | 0.12% | +401+9.2% | Added |
| Family Wealth Partners, LLC | 4,755 | $591.0K | 0.20% | +596+14.3% | Added |
| MPS Loria Financial Planners, LLC | 4,757 | $591.3K | 0.16% | +4+0.1% | Added |
| McClarren Financial Advisors, Inc. | 4,763 | $591.9K | 0.35% | +736+18.3% | Added |
| M.E. Allison & Co., Inc. | 4,765 | $592.3K | 0.39% | 00.0% | Unchanged |
| Parkway Wealth Management Group, LLC | 4,594 | $593.2K | 0.08% | −900−16.4% | Reduced |
| Tradewinds Capital Management, LLC | 4,777 | $593.7K | 0.12% | +25+0.5% | Added |
| Principal Street Partners, LLC | 4,778 | $593.8K | 0.10% | −25−0.5% | Reduced |
| Treasure Coast Financial Planning | 4,800 | $596.5K | 0.31% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 4,808 | $597.6K | 0.16% | +4,808 | New |
| Aspen Grove Capital, LLC | 4,802 | $597.9K | 0.12% | +9+0.2% | Added |
| Catalina Capital Group, LLC | 4,817 | $598.7K | 0.37% | +246+5.4% | Added |
| Burton Enright Welch | 4,836 | $601.0K | 0.08% | +501+11.6% | Added |
| Verisail Partners, LLC | 4,836 | $601.0K | 0.24% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 4,838 | $601.2K | 0.84% | +403+9.1% | Added |
| Wexford Capital LP | 4,838 | $601.3K | 0.10% | +430+9.8% | Added |
| Bouchey Financial Group Ltd | 4,662 | $602.0K | 0.04% | +1,864+66.6% | Added |
| My Purposeful Wealth Corp. | 4,852 | $603.0K | 0.14% | +1,352+38.6% | Added |
| Wiser Wealth Management, Inc | 4,854 | $603.3K | 0.13% | +119+2.5% | Added |
| Cache Advisors, LLC | 4,890 | $604.0K | 0.07% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4,865 | $604.6K | 0.21% | −326−6.3% | Reduced |
| Ballew Advisors, Inc | 4,685 | $604.9K | 0.34% | −93−1.9% | Reduced |
| Copley Financial Group, Inc. | 4,882 | $606.7K | 0.37% | −168−3.3% | Reduced |
| Tamar Securities, LLC | 4,889 | $607.6K | 0.07% | +176+3.7% | Added |
| Echo45 Advisors LLC | 4,894 | $608.2K | 0.34% | −4−0.1% | Reduced |
| Unique Wealth, LLC | 4,901 | $609.1K | 0.08% | +146+3.1% | Added |
| Mason & Associates Inc | 4,932 | $609.1K | 0.12% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,912 | $610.5K | 0.41% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 4,915 | $610.8K | 0.05% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 4,918 | $611.2K | 0.22% | −529−9.7% | Reduced |
| Evermay Wealth Management LLC | 4,918 | $612.2K | 0.07% | −340−6.5% | Reduced |
| Van Diest Capital, LLC | 4,930 | $612.6K | 0.48% | +2,811+132.7% | Added |
| Roan Capital Partners | 4,936 | $613.4K | 0.57% | +4,936 | New |
| Gordian Advisors LLC | 4,942 | $614.3K | 0.41% | +20.0% | Added |
| Index Technologies Group LLC | 4,945 | $614.6K | 0.67% | +2,496+101.9% | Added |
| RNC Capital Management LLC | 4,950 | $615.2K | 0.03% | −52−1.0% | Reduced |
| BlueSky Wealth Advisors, LLC | 4,951 | $615.2K | 0.08% | +1,495+43.3% | Added |
| Alliance Wealth Advisors, LLC | 4,954 | $615.7K | 0.29% | +4+0.1% | Added |
| Capstone Wealth Management, LLC | 4,955 | $615.8K | 0.43% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 4,964 | $616.9K | 0.08% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 4,968 | $617.5K | 0.10% | +2,240+82.1% | Added |
| Two West Capital Advisors LLC | 4,825 | $617.7K | 0.33% | +34+0.7% | Added |
| Independent Wealth Network Inc. | 4,975 | $618.3K | 0.18% | +17+0.3% | Added |
| Activest Wealth Management | 4,986 | $619.6K | 0.11% | −1,424−22.2% | Reduced |
| Fidelity D & D Bancorp Inc | 4,993 | $620.5K | 0.25% | −50−1.0% | Reduced |
| Wealthedge Investment Advisors, LLC | 4,998 | $621.2K | 0.23% | +380+8.2% | Added |
| Merrion Investment Management Co, LLC | 5,000 | $621.4K | 0.33% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 5,000 | $621.4K | 0.05% | 00.0% | Unchanged |
| Michael Brady & Co., LLC | 5,005 | $622.0K | 0.62% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 5,009 | $622.5K | 0.45% | +10.0% | Added |
| Family Investment Center, Inc. | 5,022 | $624.1K | 0.12% | +717+16.7% | Added |
| Sylvest Advisors, LLC | 5,024 | $624.4K | 0.33% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 5,025 | $624.5K | 0.08% | −68−1.3% | Reduced |
| Renaissance Investment Group LLC | 5,025 | $624.5K | 0.13% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 5,026 | $624.7K | 0.23% | +390+8.4% | Added |
| TCFG Investment Advisors, LLC | 5,026 | $624.7K | 0.23% | +5,026 | New |
| Global X Japan Co., Ltd. | 5,036 | $625.9K | 0.03% | −353−6.6% | Reduced |
| CLG LLC | 5,039 | $626.3K | 0.16% | +5+0.1% | Added |
| Next Level Private LLC | 5,041 | $626.6K | 0.14% | +1,167+30.1% | Added |
| NewSquare Capital LLC | 5,045 | $627.0K | 0.05% | +1,130+28.9% | Added |
| Pilgrim Partners Asia Pte Ltd | 5,050 | $627.6K | 0.26% | +5,050 | New |
| Pacitti Group Inc. | 5,048 | $627.7K | 0.23% | +3+0.1% | Added |
| Alchemi Wealth, LLC | 5,058 | $628.8K | 0.35% | +5+0.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 5,067 | $629.7K | 0.16% | +179+3.7% | Added |
| Millstone Evans Group, LLC | 5,071 | $630.2K | 0.38% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 4,940 | $630.3K | 0.07% | −162−3.2% | Reduced |
| Hiley Hunt Wealth Management | 5,078 | $631.1K | 0.28% | +10.0% | Added |
| Quattro Advisors LLC | 5,079 | $631.2K | 0.55% | +3,268+180.5% | Added |
| Yarger Wealth Strategies, LLC | 5,091 | $632.7K | 0.26% | −99−1.9% | Reduced |
| Flywheel Private Wealth LLC | 5,097 | $633.4K | 0.36% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 5,097 | $633.5K | 0.13% | +5,097 | New |
| KTF Investments, LLC | 5,100 | $633.8K | 0.11% | +5,100 | New |
| Driehaus Capital Management LLC | 5,114 | $635.6K | 0.00% | −5,477−51.7% | Reduced |
| Arlington Trust Co LLC | 5,125 | $636.9K | 0.06% | +447+9.6% | Added |
| Capital Management Associates, Inc | 5,125 | $636.9K | 0.14% | +987+23.9% | Added |
| Arcus Capital Partners, LLC | 5,127 | $637.2K | 0.23% | −636−11.0% | Reduced |
| Chesley Taft & Associates LLC | 5,130 | $637.6K | 0.03% | −21−0.4% | Reduced |
| Vista Investment Partners II, LLC | 5,136 | $638.3K | 0.29% | −2,757−34.9% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 5,137 | $638.4K | 0.47% | −676−11.6% | Reduced |
| Hanlon Investment Management, Inc. | 5,142 | $639.0K | 0.35% | +127+2.5% | Added |
| FreeGulliver LLC | 5,158 | $641.0K | 0.27% | −281−5.2% | Reduced |
| Burns J W & Co Inc | 5,162 | $641.5K | 0.07% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 5,164 | $641.7K | 0.40% | −263−4.8% | Reduced |
| Stronghold Wealth Management L.L.C. | 5,167 | $642.2K | 0.97% | −663−11.4% | Reduced |
| New England Research & Management, Inc. | 5,167 | $642.2K | 0.27% | −50−1.0% | Reduced |
| Vision Financial Markets LLC | 5,168 | $642.2K | 0.63% | −1,000−16.2% | Reduced |
| Alessandra Capital Management, LLC | 5,170 | $642.5K | 0.55% | −1,050−16.9% | Reduced |
| Farringdon Capital, Ltd. | 5,171 | $642.7K | 0.14% | +5,171 | New |
| Golden Reserve Retirement LLC | 5,172 | $642.8K | 0.13% | −428−7.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 5,171 | $643.9K | 0.37% | +5,171 | New |
| Firestone Capital Management | 5,184 | $644.3K | 0.13% | +387+8.1% | Added |
| Mokosak Advisory Group, LLC | 5,185 | $644.4K | 0.16% | +11+0.2% | Added |
| Intrepid Financial Planning Group LLC | 5,195 | $645.6K | 0.26% | 00.0% | Unchanged |
| Motive Wealth Advisors | 5,203 | $646.6K | 0.30% | −16−0.3% | Reduced |
| Live Oak Investment Partners | 5,230 | $650.0K | 0.38% | −414−7.3% | Reduced |
| Bright Financial Advisors, Inc. | 5,268 | $654.7K | 0.30% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 5,285 | $656.8K | 0.22% | −367−6.5% | Reduced |