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 |
|---|---|---|---|---|---|
| Core Wealth Advisors, Inc. | 5,289 | $657.3K | 0.16% | +711+15.5% | Added |
| Vantage Point Financial LLC | 5,293 | $657.8K | 0.23% | +62+1.2% | Added |
| Sequent Planning LLC | 5,296 | $658.2K | 0.16% | −8−0.2% | Reduced |
| Xxi Wealth, LLC | 5,298 | $658.4K | 0.37% | +286+5.7% | Added |
| Kellett Schaffner Wealth Advisors LLC | 5,304 | $659.2K | 0.36% | +273+5.4% | Added |
| SC&H Financial Advisors, Inc. | 5,308 | $659.7K | 0.10% | −945−15.1% | Reduced |
| WPWealth LLP | 5,309 | $659.8K | 0.10% | −115−2.1% | Reduced |
| Unify Financial Advisors | 5,314 | $660.4K | 0.69% | −96−1.8% | Reduced |
| Redwood Wealth Management Group, LLC | 5,325 | $661.8K | 0.29% | −195−3.5% | Reduced |
| Navigation Group, LLC | 5,325 | $661.8K | 0.15% | +5,325 | New |
| Hoxton Planning & Management, LLC | 5,327 | $662.0K | 0.20% | −6−0.1% | Reduced |
| Southern Michigan Bank & Trust | 5,334 | $662.9K | 0.25% | +5,334 | New |
| Carmel Capital Partners, LLC | 5,346 | $664.4K | 0.24% | +5,346 | New |
| Schaper Benz & Wise Investment Counsel Inc | 5,358 | $665.9K | 0.05% | +113+2.2% | Added |
| Signature Equity Partners, LLC | 5,359 | $666.0K | 0.36% | +931+21.0% | Added |
| Horst & Graben Wealth Management LLC | 5,235 | $667.9K | 0.09% | +121+2.4% | Added |
| Meridian Financial Partners LLC | 5,462 | $669.0K | 0.25% | +88+1.6% | Added |
| Jacobs Equity LLC | 5,389 | $669.7K | 0.60% | −931−14.7% | Reduced |
| Inman Jager Wealth Management, LLC | 5,392 | $670.1K | 0.39% | +500+10.2% | Added |
| Integrity Financial Corp | 5,382 | $670.2K | 0.33% | +5,382 | New |
| GQG Partners LLC | 5,394 | $670.3K | 0.00% | −698−11.5% | Reduced |
| Marin Bay Wealth Advisors, LLC | 6,651 | $670.6K | 0.40% | +1,269+23.6% | Added |
| Fortis Capital Management LLC | 5,396 | $670.6K | 0.09% | −491−8.3% | Reduced |
| StoryOne LLC | 0 | $671.7K | 0.38% | 0 | Unchanged |
| Wood Tarver Financial Group, LLC | 5,409 | $672.0K | 0.19% | −24−0.4% | Reduced |
| Vines Capital Management, LLC | 5,418 | $673.3K | 0.67% | +19+0.4% | Added |
| Glass Wealth Management Co LLC | 5,419 | $673.5K | 0.26% | +1,500+38.3% | Added |
| Symphony Financial Services, Inc. | 5,426 | $674.3K | 0.35% | −48−0.9% | Reduced |
| Parkwoods Wealth Partners, LLC | 5,426 | $674.3K | 0.17% | −315−5.5% | Reduced |
| Apriem Advisors | 5,435 | $675.4K | 0.06% | +344+6.8% | Added |
| GSG Advisors LLC | 5,438 | $675.8K | 0.18% | +257+5.0% | Added |
| McIlrath & Eck, LLC | 5,439 | $675.9K | 0.05% | +10.0% | Added |
| Pullen Investment Management, LLC | 5,443 | $676.5K | 0.34% | +5+0.1% | Added |
| Algert Global LLC | 5,444 | $676.6K | 0.01% | −9,032−62.4% | Reduced |
| Shotwell Rutter Baer Inc | 5,449 | $677.2K | 0.40% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 5,449 | $677.2K | 0.11% | +121+2.3% | Added |
| Basepoint Wealth LLC | 5,453 | $677.7K | 0.39% | −175−3.1% | Reduced |
| Elser Financial Planning, Inc | 5,433 | $679.4K | 0.03% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 5,475 | $680.0K | 0.31% | +675+14.1% | Added |
| Key Financial Inc | 5,473 | $680.2K | 0.12% | +476+9.5% | Added |
| Wheelhouse Advisory Group LLC | 5,482 | $681.2K | 0.23% | −59−1.1% | Reduced |
| Tandem Investment Advisors, Inc. | 5,492 | $682.5K | 0.03% | −3,176−36.6% | Reduced |
| Oxford Wealth Group, LLC | 5,494 | $682.8K | 0.37% | −73−1.3% | Reduced |
| S&A Financial Services, Inc. | 5,496 | $683.1K | 0.47% | +5,496 | New |
| Pine Haven Investment Counsel, Inc | 5,498 | $683.3K | 0.50% | −9−0.2% | Reduced |
| Legal Advantage Investments, Inc. | 5,500 | $683.5K | 0.35% | −2,000−26.7% | Reduced |
| Channel Wealth LLC | 5,517 | $685.7K | 0.17% | +43+0.8% | Added |
| Dougherty & Associates, LLC | 5,518 | $685.8K | 0.63% | −328−5.6% | Reduced |
| TRUE Private Wealth Advisors | 5,524 | $686.5K | 0.07% | +606+12.3% | Added |
| Hardin Capital Partners, LLC | 5,526 | $686.8K | 0.32% | −108−1.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 5,527 | $686.8K | 0.20% | +759+15.9% | Added |
| ARK & TLK Investments, LLC | 5,532 | $687.5K | 0.19% | +5,532 | New |
| Blossom Wealth Management | 5,534 | $687.8K | 1.02% | −440−7.4% | Reduced |
| Clarendon Private LLC | 5,536 | $688.0K | 0.53% | +314+6.0% | Added |
| WMS Group LLC | 5,537 | $688.1K | 1.00% | +5,537 | New |
| Southland Equity Partners LLC | 5,539 | $688.3K | 0.13% | +484+9.6% | Added |
| Partners Wealth Management, LLC | 5,543 | $688.9K | 0.71% | −62−1.1% | Reduced |
| Bay Capital Advisors, LLC | 5,547 | $689.3K | 0.42% | 00.0% | Unchanged |
| Suncoast Equity Management | 5,557 | $690.6K | 0.08% | +155+2.9% | Added |
| First County Bank | 5,562 | $691.2K | 0.37% | −71−1.3% | Reduced |
| GSB Wealth Management, LLC | 5,563 | $691.4K | 0.16% | +129+2.4% | Added |
| Meramec Financial Planners, LLC | 5,406 | $691.5K | 0.27% | −1,685−23.8% | Reduced |
| Trust Co of Kansas | 5,565 | $692.0K | 0.38% | +162+3.0% | Added |
| Golden Road Advisors LLC | 5,569 | $692.1K | 0.40% | +2,966+113.9% | Added |
| Sicart Associates LLC | 5,573 | $692.6K | 0.18% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 5,252 | $692.9K | 0.43% | −1,065−16.9% | Reduced |
| Financial Insights, Inc. | 5,576 | $693.0K | 0.22% | −9−0.2% | Reduced |
| Avantra Family Wealth, Inc. | 5,583 | $693.8K | 0.52% | +709+14.5% | Added |
| J Hagan Capital, Inc. | 5,590 | $694.7K | 0.37% | −880−13.6% | Reduced |
| Evolution Wealth Advisors, LLC | 5,593 | $695.1K | 0.07% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5,597 | $695.6K | 0.19% | −65−1.1% | Reduced |
| Sharp Financial Services, LLC | 5,598 | $695.7K | 0.34% | −560−9.1% | Reduced |
| Tributary Capital Management, LLC | 5,605 | $696.6K | 0.07% | −80−1.4% | Reduced |
| Strategic Planning, Inc. | 5,609 | $697.1K | 0.35% | +20+0.4% | Added |
| Sun Financial Inc | 5,285 | $700.0K | 0.35% | −332−5.9% | Reduced |
| Bluesphere Advisors, LLC | 5,633 | $700.0K | 0.25% | +449+8.7% | Added |
| August Group Capital Ltd | 5,635 | $700.3K | 0.81% | +17+0.3% | Added |
| Consilio Wealth Advisors, LLC | 5,640 | $700.9K | 0.20% | +95+1.7% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,642 | $701.2K | 0.48% | −82−1.4% | Reduced |
| MQS Management LLC | 5,642 | $701.2K | 0.47% | +5,642 | New |
| Eagle Strategies LLC | 5,649 | $702.1K | 0.08% | +470+9.1% | Added |
| Lauterbach Financial Advisors, LLC | 5,649 | $702.1K | 0.34% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 5,661 | $703.6K | 0.45% | +250+4.6% | Added |
| Commons Capital, LLC | 5,673 | $705.0K | 0.59% | +9+0.2% | Added |
| Sage Capital Management, LLC | 5,677 | $705.7K | 0.33% | 00.0% | Unchanged |
| Avion Wealth | 5,706 | $709.0K | 0.15% | +353+6.6% | Added |
| Ogorek Anthony Joseph | 5,718 | $710.0K | 0.19% | +6+0.1% | Added |
| Crux Wealth Advisors | 5,719 | $710.7K | 0.27% | −58−1.0% | Reduced |
| VeraBank, N.A. | 5,719 | $710.8K | 0.13% | −254−4.3% | Reduced |
| Sage Rhino Capital LLC | 5,724 | $711.4K | 0.13% | +64+1.1% | Added |
| Eclectic Associates Inc | 5,726 | $711.6K | 0.09% | +684+13.6% | Added |
| Black Diamond Financial, LLC | 5,733 | $712.5K | 0.08% | −341−5.6% | Reduced |
| Abacus Wealth Partners, LLC | 5,737 | $713.0K | 0.07% | −132−2.2% | Reduced |
| Legend Capital Advisors LLC | 5,751 | $714.7K | 0.45% | 00.0% | Unchanged |
| Whelan Financial | 5,754 | $715.1K | 0.22% | +272+5.0% | Added |
| Goepper Burkhardt LLC | 5,763 | $716.2K | 0.24% | +424+7.9% | Added |
| First Affirmative Financial Network | 5,764 | $716.3K | 0.28% | +5,764 | New |
| Baldwin Brothers Inc | 5,771 | $717.2K | 0.05% | −75−1.3% | Reduced |
| Hummer Financial Advisory Services Inc | 5,765 | $717.9K | 0.51% | +20+0.3% | Added |
| Cfo Capital Management LLC | 5,783 | $718.7K | 0.59% | −874−13.1% | Reduced |