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 |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 6,377 | $792.5K | 0.01% | −144−2.2% | Reduced |
| Partners in Financial Planning | 6,377 | $792.5K | 0.13% | +102+1.6% | Added |
| Berry Wealth Group, LP | 6,379 | $792.8K | 2.96% | −742−10.4% | Reduced |
| Essex LLC | 6,380 | $792.9K | 0.14% | +3,442+117.2% | Added |
| Allen Wealth Management, LLC | 6,389 | $794.0K | 0.40% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,392 | $794.4K | 0.10% | +549+9.4% | Added |
| Montis Financial, LLC | 6,399 | $795.3K | 0.16% | +175+2.8% | Added |
| Ninety One SA (PTY) Ltd | 6,461 | $795.5K | 0.03% | +6,461 | New |
| TCP Asset Management, LLC | 6,412 | $796.9K | 0.10% | +6,412 | New |
| FSA Investment Group, LLC | 6,415 | $797.3K | 0.32% | +1,776+38.3% | Added |
| Thompson David Blair | 6,425 | $798.5K | 0.46% | +567+9.7% | Added |
| Catalyst Investment Management LLC | 6,285 | $801.3K | 0.89% | −263−4.0% | Reduced |
| Lodestone Wealth Management LLC | 6,455 | $802.2K | 0.32% | −30.0% | Reduced |
| Manhattan West Asset Management, LLC | 6,455 | $802.3K | 0.16% | +2,043+46.3% | Added |
| Parvin Asset Management, LLC | 6,481 | $805.5K | 0.59% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 6,496 | $807.3K | 0.32% | +683+11.7% | Added |
| TAGStone Capital, Inc. | 6,486 | $807.6K | 0.29% | +6,486 | New |
| US Asset Management LLC | 6,499 | $807.7K | 0.70% | +12+0.2% | Added |
| Paulson Wealth Management Inc. | 6,502 | $808.1K | 0.19% | −54−0.8% | Reduced |
| Meriwether Wealth & Planning, LLC | 6,510 | $809.1K | 0.44% | +85+1.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 6,515 | $809.7K | 0.32% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 6,522 | $810.5K | 0.17% | +401+6.6% | Added |
| Swisher Financial Concepts, Inc. | 6,524 | $810.7K | 0.45% | +29+0.4% | Added |
| TPG Advisors LLC | 6,535 | $812.2K | 0.51% | +10.0% | Added |
| Friday Financial | 6,545 | $813.4K | 0.28% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,551 | $814.2K | 0.12% | +451+7.4% | Added |
| REDW Wealth LLC | 6,553 | $814.4K | 0.32% | +41+0.6% | Added |
| Vanguard National Trust Co | 6,555 | $814.7K | 0.05% | +6,555 | New |
| Ares Financial Consulting, LLC | 6,534 | $815.0K | 0.64% | +256+4.1% | Added |
| Ballast Advisors LLC | 6,559 | $815.2K | 0.24% | −115−1.7% | Reduced |
| Michael S. Ryan, Inc. | 6,565 | $815.9K | 0.47% | +40+0.6% | Added |
| Walkner Condon Financial Advisors LLC | 6,566 | $816.0K | 0.11% | +394+6.4% | Added |
| Bath Savings Trust Co | 6,566 | $816.0K | 0.09% | −1,857−22.0% | Reduced |
| David J Yvars Group | 6,566 | $816.1K | 0.46% | −81−1.2% | Reduced |
| Sonoma Allocations LLC | 6,663 | $816.4K | 0.28% | −1,568−19.0% | Reduced |
| Arcataur Capital Management LLC | 6,573 | $816.9K | 0.23% | −40−0.6% | Reduced |
| Moody Aldrich Partners LLC | 6,582 | $818.0K | 0.15% | +476+7.8% | Added |
| Samalin Investment Counsel, LLC | 6,587 | $818.6K | 0.29% | −4−0.1% | Reduced |
| CAP Partners, LLC | 6,594 | $819.4K | 0.46% | +30.0% | Added |
| Maia Wealth LLC | 6,613 | $821.8K | 0.14% | +11+0.2% | Added |
| Aegis Wealth Management, Inc. | 6,615 | $822.1K | 0.65% | +407+6.6% | Added |
| Marathon Wealth Advisors LLC | 6,617 | $822.4K | 0.34% | +30.0% | Added |
| Power Wealth Management LLC | 6,619 | $822.6K | 0.31% | −63−0.9% | Reduced |
| Blueshift Asset Management, LLC | 6,636 | $824.7K | 0.25% | +1,531+30.0% | Added |
| Axiom Investment Management LLC | 6,639 | $825.1K | 0.63% | +6,639 | New |
| Clifford Group, LLC | 6,640 | $825.2K | 0.64% | +650+10.9% | Added |
| ESG Planning | 6,656 | $827.2K | 0.36% | +6,656 | New |
| LightSquare Wealth Management, LLC | 6,680 | $830.2K | 0.62% | +6,680 | New |
| Second Half Financial Partners, LLC | 6,690 | $831.4K | 0.37% | −4,432−39.8% | Reduced |
| LifeGoal Wealth Advisors | 6,690 | $834.6K | 0.48% | +834+14.2% | Added |
| Scarborough Advisors, LLC | 6,720 | $835.1K | 0.09% | +6,720 | New |
| Northern Oak Wealth Management Inc | 6,740 | $837.6K | 0.10% | +126+1.9% | Added |
| Van Strum & Towne Inc. | 6,741 | $837.8K | 0.24% | 00.0% | Unchanged |
| West Wealth Group, LLC | 6,753 | $839.4K | 0.17% | +832+14.1% | Added |
| Manske Wealth Management | 6,758 | $839.8K | 0.24% | +129+1.9% | Added |
| Rooted Wealth Advisors, Inc. | 6,577 | $841.3K | 0.22% | +380+6.1% | Added |
| BCS Wealth Management | 6,775 | $842.0K | 0.17% | −7,659−53.1% | Reduced |
| Kaydan Wealth Management, Inc. | 6,776 | $842.1K | 0.28% | +56+0.8% | Added |
| Strategic Financial Services, Inc, | 6,783 | $843.0K | 0.04% | +73+1.1% | Added |
| Alpha Omega Wealth Management LLC | 6,785 | $843.2K | 0.14% | −32−0.5% | Reduced |
| Financial Management Professionals, Inc. | 6,776 | $843.8K | 0.09% | −36−0.5% | Reduced |
| Tufton Capital Management | 6,799 | $844.0K | 0.15% | −450−6.2% | Reduced |
| Avalon Trust Co | 6,793 | $844.2K | 0.06% | +2,168+46.9% | Added |
| Elevated Capital Advisors, LLC | 6,815 | $847.0K | 0.21% | +5,044+284.8% | Added |
| Peachtree Investment Partners, LLC | 6,820 | $847.5K | 0.32% | +814+13.6% | Added |
| Montz Harcus Wealth Management LLC | 6,830 | $848.8K | 0.34% | −30.0% | Reduced |
| Dover Advisors, LLC | 6,821 | $849.4K | 0.35% | −479−6.6% | Reduced |
| Invenio Wealth Partners LLC | 6,842 | $850.3K | 0.34% | −580−7.8% | Reduced |
| Cascades Capital Asset Management, LLC | 6,849 | $851.2K | 0.36% | +7+0.1% | Added |
| CWC Advisors, LLC. | 6,856 | $852.1K | 0.41% | −40−0.6% | Reduced |
| Thayer Partners, LLC | 6,865 | $853.2K | 0.41% | −216−3.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,874 | $854.3K | 0.04% | −713−9.4% | Reduced |
| QVR LLC | 6,878 | $854.8K | 0.42% | +6,789+7,628.1% | Added |
| Affinity Capital Advisors, LLC | 6,878 | $854.8K | 0.12% | +633+10.1% | Added |
| Fullerton Fund Management Co Ltd. | 6,881 | $855.2K | 0.07% | +1,596+30.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 6,885 | $855.7K | 0.63% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 6,893 | $856.7K | 0.16% | +182+2.7% | Added |
| Hillsdale Investment Management Inc. | 6,897 | $857.2K | 0.02% | +5,190+304.0% | Added |
| Alpine Woods Capital Investors, LLC | 6,899 | $857.4K | 0.21% | +4,485+185.8% | Added |
| Riversedge Advisors, LLC | 6,899 | $857.4K | 0.14% | +616+9.8% | Added |
| Frisch Financial Group, Inc. | 6,886 | $857.5K | 0.18% | +100+1.5% | Added |
| Spinnaker Investment Group, LLC | 6,900 | $857.5K | 0.17% | −4,074−37.1% | Reduced |
| Apeiron RIA LLC | 6,911 | $858.9K | 0.20% | +75+1.1% | Added |
| Zevin Asset Management LLC | 6,916 | $859.5K | 0.12% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 6,922 | $860.2K | 0.12% | +208+3.1% | Added |
| V-Square Quantitative Management LLC | 6,932 | $861.5K | 0.09% | +241+3.6% | Added |
| Clear Harbor Asset Management, LLC | 6,942 | $862.8K | 0.06% | −244−3.4% | Reduced |
| Liberty Wealth Management LLC | 6,945 | $863.2K | 0.11% | +308+4.6% | Added |
| Richmond Investment Services, LLC | 6,960 | $865.0K | 0.14% | +1,028+17.3% | Added |
| Dynamic Technology Lab Private Ltd | 6,974 | $866.7K | 0.14% | −15,980−69.6% | Reduced |
| Future Fund LLC | 6,982 | $867.7K | 0.31% | −2,989−30.0% | Reduced |
| Holland Advisory Services, Inc. | 6,993 | $869.1K | 1.16% | −38−0.5% | Reduced |
| MKT Advisors LLC | 7,096 | $869.2K | 0.29% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 6,995 | $869.3K | 1.97% | −81,655−92.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 7,008 | $871.0K | 0.15% | +1,905+37.3% | Added |
| PCG Asset Management, LLC | 6,995 | $871.1K | 0.70% | −125−1.8% | Reduced |
| Bernardo Wealth Planning LLC | 7,014 | $871.8K | 0.17% | −110−1.5% | Reduced |
| Petros Family Wealth, LLC | 7,063 | $877.8K | 0.63% | −2,528−26.4% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 7,086 | $880.6K | 0.43% | +7,086 | New |
| Financial Solutions Advisory Group, Inc. | 7,098 | $882.1K | 0.12% | +7,098 | New |