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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 5,783 | $718.7K | 0.19% | −1,489−20.5% | Reduced |
| Sentinel Trust Co Lba | 5,792 | $720.0K | 0.07% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 5,795 | $720.3K | 0.37% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 5,804 | $721.3K | 0.75% | +106+1.9% | Added |
| AGH Wealth Advisors, LLC | 5,810 | $722.1K | 0.53% | +380+7.0% | Added |
| Piedmont Capital Management, LLC | 5,827 | $724.2K | 0.48% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 83,702 | $724.8K | 0.27% | −52−0.1% | Reduced |
| IFG Advisors, LLC | 5,835 | $725.1K | 0.12% | +2,523+76.2% | Added |
| Garde Capital, Inc. | 5,836 | $725.3K | 0.04% | +17+0.3% | Added |
| Bourgeon Capital Management LLC | 5,842 | $726.0K | 0.13% | +9+0.2% | Added |
| Wilian Securities, LLC | 5,843 | $726.1K | 1.78% | −1,901−24.5% | Reduced |
| Warburton Capital Management, LLC | 5,631 | $727.0K | 0.35% | +234+4.3% | Added |
| 6th Street Advisors, LLC | 5,848 | $728.2K | 0.46% | +5,848 | New |
| American Institute for Advanced Investment Management, LLP | 5,865 | $728.9K | 0.47% | +300+5.4% | Added |
| Auxano Advisors, LLC | 5,874 | $730.0K | 0.15% | −1,418−19.4% | Reduced |
| Morris Financial Concepts, Inc. | 5,874 | $730.0K | 0.25% | +1,513+34.7% | Added |
| Northbridge Financial Group, LLC | 5,865 | $730.6K | 0.31% | +512+9.6% | Added |
| Henderson Brothers Financial Partners, LLC | 5,885 | $731.4K | 0.19% | +5,885 | New |
| Planning Directions Inc | 5,897 | $732.9K | 0.37% | +310+5.5% | Added |
| Sendero Wealth Management, LLC | 5,907 | $734.1K | 0.08% | +26+0.4% | Added |
| Corsicana & Co. | 8,364 | $734.3K | 0.47% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 5,910 | $734.5K | 0.27% | +1,607+37.3% | Added |
| Berkeley Capital Partners, LLC | 5,910 | $734.5K | 0.17% | +135+2.3% | Added |
| Plante Moran Financial Advisors, LLC | 5,920 | $735.7K | 0.05% | +3,576+152.6% | Added |
| Centerpoint Advisory Group | 5,921 | $735.9K | 0.55% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 5,929 | $736.7K | 0.39% | +9+0.2% | Added |
| M. Kraus & Co | 5,929 | $736.9K | 0.21% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 5,934 | $737.5K | 0.16% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 5,940 | $738.3K | 0.40% | +6+0.1% | Added |
| Wescott Financial Advisory Group, LLC | 5,952 | $739.6K | 0.06% | +97+1.7% | Added |
| DF Dent & Co Inc | 5,952 | $739.7K | 0.01% | −6,100−50.6% | Reduced |
| Encompass More Asset Management | 5,975 | $742.5K | 0.13% | +949+18.9% | Added |
| Teamwork Financial Advisors, LLC | 5,976 | $742.7K | 0.08% | −1,940−24.5% | Reduced |
| Serenity Investment Advisors | 6,177 | $742.9K | 0.35% | +369+6.4% | Added |
| Wedgewood Investors Inc | 5,979 | $743.1K | 0.85% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 5,987 | $744.1K | 0.10% | −6−0.1% | Reduced |
| Watershed Private Wealth LLC | 5,990 | $744.4K | 0.23% | −49−0.8% | Reduced |
| Eight 31 Financial LLC | 6,000 | $745.7K | 0.45% | 00.0% | Unchanged |
| American National Bank of Texas | 6,000 | $745.7K | 0.71% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 6,020 | $748.1K | 0.12% | +229+4.0% | Added |
| Lawood & Co | 6,032 | $749.7K | 0.70% | −25−0.4% | Reduced |
| Seaside Wealth Management, Inc. | 6,033 | $749.8K | 0.21% | +40+0.7% | Added |
| Murphy & Mullick Capital Management Corp | 6,035 | $750.0K | 0.55% | +199+3.4% | Added |
| Elyxium Wealth, LLC | 6,039 | $750.6K | 0.24% | +1,396+30.1% | Added |
| ForthRight Wealth Management, LLC | 6,043 | $751.0K | 0.21% | 00.0% | Unchanged |
| Howe & Rusling Inc | 6,048 | $751.7K | 0.05% | −157−2.5% | Reduced |
| McRae Capital Management Inc | 6,050 | $751.9K | 0.16% | 00.0% | Unchanged |
| Fulcrum Wealth Advisors, LLC | 6,069 | $754.3K | 0.62% | +258+4.4% | Added |
| Brogan Financial, Inc. | 6,076 | $755.1K | 0.33% | +509+9.1% | Added |
| Barnes Wealth Management Group, Inc | 6,094 | $757.4K | 0.38% | +1,092+21.8% | Added |
| Aua Capital Management, LLC | 6,102 | $758.4K | 0.39% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 6,105 | $758.8K | 0.31% | −201−3.2% | Reduced |
| Acorn Wealth Advisors, LLC | 6,113 | $759.7K | 0.22% | +130+2.2% | Added |
| Capital Investment Management, Inc. | 6,114 | $759.8K | 0.26% | −1,064−14.8% | Reduced |
| Retirement Planning Group, LLC | 6,106 | $760.4K | 0.49% | +268+4.6% | Added |
| Investment Advisory Group, LLC | 6,121 | $760.7K | 0.19% | +516+9.2% | Added |
| LJI Wealth Management, LLC | 6,122 | $760.9K | 0.12% | −132−2.1% | Reduced |
| Odyssean, LLC | 6,124 | $761.1K | 0.28% | +6,124 | New |
| Sittner & Nelson, LLC | 6,124 | $761.1K | 0.28% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 6,150 | $764.3K | 0.47% | +137+2.3% | Added |
| Planning Center, Inc. | 6,151 | $764.4K | 0.08% | +133+2.2% | Added |
| Topsail Wealth Management, LLC | 6,139 | $764.5K | 0.11% | +614+11.1% | Added |
| Thompson Davis & Co., Inc. | 6,153 | $764.7K | 0.51% | −603−8.9% | Reduced |
| Gibson Capital, LLC | 6,165 | $766.2K | 0.14% | +46+0.8% | Added |
| Eagle Bay Advisors LLC | 6,158 | $766.8K | 0.68% | −838−12.0% | Reduced |
| BDFS Capital LLC | 6,159 | $766.9K | 0.37% | −700−10.2% | Reduced |
| Hibernia Wealth Partners, LLC | 6,179 | $768.0K | 0.23% | +407+7.1% | Added |
| Emergent Wealth Advisors, LLC | 6,182 | $768.3K | 0.45% | −649−9.5% | Reduced |
| Selective Wealth Management, Inc. | 6,002 | $768.4K | 0.23% | −488−7.5% | Reduced |
| Main Street Group, LTD | 6,187 | $768.8K | 0.23% | +125+2.1% | Added |
| Birch Financial Group, LLC | 6,188 | $769.0K | 0.45% | −213−3.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 6,190 | $769.3K | 0.76% | −10.0% | Reduced |
| Chesapeake Asset Management LLC | 6,188 | $769.5K | 0.62% | −30−0.5% | Reduced |
| Braeburn Wealth Management LLC | 6,196 | $770.1K | 0.44% | −136−2.1% | Reduced |
| Intelligence Driven Advisers, LLC | 6,203 | $771.0K | 0.13% | +1,086+21.2% | Added |
| Meritas Wealth Management, LLC | 6,205 | $771.2K | 0.35% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 6,209 | $771.7K | 0.20% | +142+2.3% | Added |
| Expressive Wealth LLC | 5,936 | $772.2K | 0.74% | −87−1.4% | Reduced |
| LifeGuide Financial Advisors, LLC | 6,221 | $773.1K | 0.25% | −56−0.9% | Reduced |
| Sovereign's Capital Management, LLC | 6,225 | $773.6K | 0.57% | −456−6.8% | Reduced |
| RBA Wealth Management, LLC | 6,228 | $774.0K | 0.28% | −521−7.7% | Reduced |
| Flaharty Asset Management, LLC | 6,230 | $774.3K | 0.10% | +202+3.4% | Added |
| Shoker Investment Counsel, Inc. | 6,232 | $774.6K | 0.23% | +5+0.1% | Added |
| Wingate Wealth Advisors, Inc. | 6,238 | $775.3K | 0.41% | +277+4.6% | Added |
| Brown, Lisle/Cummings, Inc. | 6,248 | $776.5K | 0.19% | +178+2.9% | Added |
| Tevis Investment Management | 6,240 | $777.0K | 0.44% | −5,533−47.0% | Reduced |
| Michels Family Financial, LLC | 6,263 | $778.4K | 0.56% | +103+1.7% | Added |
| Schmidt P J Investment Management Inc | 6,272 | $779.4K | 0.13% | +10.0% | Added |
| Safeguard Investment Advisory Group, LLC | 6,278 | $780.3K | 0.22% | −928−12.9% | Reduced |
| Clark Financial Services Group Inc | 6,283 | $780.9K | 0.43% | +347+5.8% | Added |
| Napier Financial, LLC | 6,306 | $783.7K | 0.18% | +6,306 | New |
| WBI Investments | 6,320 | $785.4K | 0.22% | +6,320 | New |
| Millington Securities, LLC | 6,320 | $785.4K | 0.22% | +6,320 | New |
| Atom Investors LP | 6,323 | $785.8K | 0.06% | −3,090−32.8% | Reduced |
| Vista Capital Partners, Inc. | 6,333 | $787.1K | 0.08% | +2,240+54.7% | Added |
| Interchange Capital Partners, LLC | 8,210 | $787.5K | 0.25% | −5,648−40.8% | Reduced |
| PKS Advisory Services, LLC | 7,751 | $790.2K | 0.18% | +1,162+17.6% | Added |
| Armstrong Henry H Associates Inc | 6,364 | $790.9K | 0.08% | 00.0% | Unchanged |
| Asset Advisory Group, Inc. | 6,367 | $791.3K | 0.40% | 00.0% | Unchanged |
| AMG Asset Management Group, Inc. | 6,375 | $792.2K | 0.61% | +6,375 | New |