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 |
|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 7,104 | $882.8K | 0.09% | +90+1.3% | Added |
| Orographic Financial Advisors, LLC | 7,091 | $883.0K | 0.63% | +7,091 | New |
| Abundance Wealth Counselors | 7,106 | $883.1K | 0.13% | +7,106 | New |
| Wagner Wealth Management, LLC | 7,118 | $884.7K | 0.18% | +33+0.5% | Added |
| Retirement Investment Advisors, Inc. | 7,961 | $886.9K | 0.07% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 7,143 | $887.8K | 0.17% | +123+1.8% | Added |
| Kraft, Davis & Associates, LLC | 6,752 | $890.0K | 0.19% | +250+3.8% | Added |
| Ironsides Asset Advisors, LLC | 7,185 | $893.0K | 0.22% | +1,425+24.7% | Added |
| Puzo Michael J | 7,200 | $894.8K | 0.26% | −3,350−31.8% | Reduced |
| Cross Staff Investments Inc | 7,235 | $899.2K | 0.59% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 7,244 | $900.3K | 0.05% | +1,665+29.8% | Added |
| Mill Creek Capital Advisors, LLC | 7,256 | $901.7K | 0.02% | +438+6.4% | Added |
| Ellsworth Advisors, LLC | 7,257 | $901.9K | 0.17% | +125+1.8% | Added |
| Inspirion Wealth Advisors, LLC | 7,259 | $902.1K | 0.11% | +576+8.6% | Added |
| Mariner Investment Group LLC | 7,264 | $902.8K | 0.27% | +7,264 | New |
| Brown Miller Wealth Management, LLC | 7,265 | $902.9K | 0.26% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 7,285 | $905.5K | 0.39% | +3,000+70.0% | Added |
| Knollwood Investment Advisory, LLC | 7,315 | $909.1K | 0.09% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 7,316 | $909.2K | 0.46% | −341−4.5% | Reduced |
| Terril Brothers, Inc. | 7,320 | $909.7K | 0.25% | +71+1.0% | Added |
| Aureus Asset Management, LLC | 7,325 | $910.4K | 0.06% | 00.0% | Unchanged |
| Lighthouse Wealth Management Inc. | 7,337 | $911.8K | 0.62% | +4,805+189.8% | Added |
| Castleview Partners, LLC | 7,345 | $912.8K | 0.47% | −338−4.4% | Reduced |
| First City Capital Management, Inc. | 7,354 | $914.0K | 0.48% | −150−2.0% | Reduced |
| Widmann Financial Services, Inc. | 7,356 | $914.2K | 0.54% | −99−1.3% | Reduced |
| Wiregrass Investment Management LLC | 7,358 | $914.4K | 0.76% | −978−11.7% | Reduced |
| Wick Capital Partners, LLC | 7,369 | $915.9K | 0.17% | −1,027−12.2% | Reduced |
| Addison Advisors LLC | 7,374 | $916.4K | 0.20% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 7,387 | $918.1K | 0.59% | −161−2.1% | Reduced |
| Palumbo Wealth Management LLC | 7,390 | $918.4K | 0.22% | +57+0.8% | Added |
| Trilogy Capital Inc. | 7,393 | $918.8K | 0.04% | −86−1.1% | Reduced |
| Norris Perne & French LLP | 7,394 | $918.9K | 0.04% | −2,694−26.7% | Reduced |
| Brian Low Financial Group, LLC | 7,400 | $919.7K | 0.62% | +12+0.2% | Added |
| Columbia Asset Management | 7,402 | $919.9K | 0.18% | −1,218−14.1% | Reduced |
| All Terrain Financial Advisors, LLC | 7,413 | $921.3K | 0.29% | −1,278−14.7% | Reduced |
| Aviso Wealth Management | 7,418 | $922.0K | 0.42% | −226−3.0% | Reduced |
| Hickory Point Bank & Trust | 7,419 | $922.0K | 0.61% | −532−6.7% | Reduced |
| Gleason Group, Inc. | 7,425 | $922.8K | 0.09% | −2,279−23.5% | Reduced |
| Kennedy Investment Group | 7,438 | $924.4K | 0.36% | −208−2.7% | Reduced |
| Williamson Legacy Group, LLC | 7,461 | $927.3K | 0.70% | +262+3.6% | Added |
| Vision Capital Management, Inc. | 7,468 | $928.1K | 0.12% | 00.0% | Unchanged |
| Signature Wealth Management Group | 7,480 | $929.6K | 0.35% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 7,492 | $931.1K | 0.23% | +100+1.4% | Added |
| Kelly Lawrence W & Associates Inc | 7,500 | $932.1K | 0.26% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 7,500 | $932.1K | 0.42% | +7,500 | New |
| S&CO Inc | 7,512 | $933.0K | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 7,543 | $937.0K | 0.06% | −49−0.6% | Reduced |
| Nadler Financial Group, Inc. | 7,541 | $937.1K | 0.09% | −194−2.5% | Reduced |
| Pinnacle Family Advisors, LLC | 7,543 | $937.4K | 0.44% | +544+7.8% | Added |
| Stableford Capital II LLC | 7,548 | $938.1K | 0.35% | −1,997−20.9% | Reduced |
| West Paces Advisors Inc. | 7,550 | $938.3K | 0.18% | +110+1.5% | Added |
| United Bank | 7,559 | $939.4K | 0.31% | +26+0.3% | Added |
| BlackDiamond Wealth Management Inc. | 7,564 | $940.0K | 0.45% | +78+1.0% | Added |
| Braun-Bostich & Associates Inc. | 7,569 | $940.7K | 0.59% | −276−3.5% | Reduced |
| Financial Advisors Network, Inc. | 7,579 | $941.9K | 0.13% | +50+0.7% | Added |
| Cannon Financial Strategists, Inc. | 7,590 | $943.3K | 0.12% | +621+8.9% | Added |
| Founders Capital Management, LLC | 7,594 | $943.8K | 0.16% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 7,597 | $944.2K | 0.34% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 7,602 | $944.8K | 0.14% | −137−1.8% | Reduced |
| Oakwell Private Wealth Management, LLC | 7,609 | $945.6K | 0.17% | +8+0.1% | Added |
| BOS Asset Management, LLC | 7,614 | $946.3K | 0.24% | +21+0.3% | Added |
| Jacksonville Wealth Management, LLC | 7,620 | $947.1K | 0.64% | +5+0.1% | Added |
| Proffitt & Goodson Inc | 7,623 | $947.4K | 0.15% | −368−4.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,632 | $948.5K | 0.14% | −24−0.3% | Reduced |
| Coign Capital Advisors LLC | 7,633 | $948.7K | 0.50% | −742−8.9% | Reduced |
| Klingenstein Fields & Co LP | 7,636 | $949.0K | 0.04% | +4,069+114.1% | Added |
| Advisors Management Group Inc | 7,650 | $950.0K | 0.17% | −864−10.1% | Reduced |
| Gemmer Asset Management LLC | 7,666 | $952.7K | 0.08% | −36−0.5% | Reduced |
| Prosperity Financial Group, Inc. | 7,667 | $952.8K | 0.35% | +675+9.7% | Added |
| Scratch Capital LLC | 7,681 | $954.6K | 0.55% | −62−0.8% | Reduced |
| LiftPoint Family Wealth Advisors LLC | 7,684 | $955.0K | 0.79% | −147−1.9% | Reduced |
| Renasant Bank | 7,688 | $955.5K | 0.68% | −75−1.0% | Reduced |
| TCM Advisors, LLC | – | $957.0K | 0.79% | – | – |
| Whalen Wealth Management Inc. | 7,720 | $959.5K | 0.51% | −268−3.4% | Reduced |
| EJMK Ventures LLC | 7,727 | $960.4K | 0.54% | +510+7.1% | Added |
| Johnson Financial Group, LLC | 7,739 | $961.8K | 0.06% | +4,690+153.8% | Added |
| WealthTrust Axiom LLC | 7,755 | $963.8K | 0.24% | +20+0.3% | Added |
| Investment Planning Advisors, Inc. | 7,766 | $965.2K | 0.27% | +788+11.3% | Added |
| Sherman Asset Management, Inc. | 7,778 | $966.7K | 0.89% | +35+0.5% | Added |
| Magnolia Capital Management Ltd | 7,785 | $968.0K | 0.65% | +1,725+28.5% | Added |
| Tandem Investment Partners LLC | 7,795 | $968.8K | 0.82% | −820−9.5% | Reduced |
| COFG Advisors, LLC | 7,795 | $968.8K | 0.24% | −261−3.2% | Reduced |
| Fortem Financial Group, LLC | 7,796 | $968.9K | 0.24% | +1,372+21.4% | Added |
| bLong Financial, LLC | 7,797 | $969.0K | 0.73% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 7,801 | $969.5K | 0.86% | −1,775−18.5% | Reduced |
| CDKV Holdings LLC | 7,812 | $970.8K | 0.85% | +2,806+56.1% | Added |
| Goldstone Financial Group, LLC | 7,826 | $972.7K | 0.11% | +692+9.7% | Added |
| Walker Financial Services, Inc. | 7,831 | $973.2K | 0.33% | +16+0.2% | Added |
| Silver Grove Financial Group, Inc. | 7,845 | $975.0K | 0.78% | +558+7.7% | Added |
| 55 North Private Wealth, LLC | 7,847 | $975.2K | 0.25% | −3,629−31.6% | Reduced |
| Watchman Group, Inc. | 7,883 | $979.7K | 0.24% | +34+0.4% | Added |
| Perissos Private Wealth Management, LLC | 7,886 | $980.1K | 0.85% | +13+0.2% | Added |
| Traveka Wealth, LLC | 7,891 | $980.7K | 0.37% | +128+1.6% | Added |
| CapWealth Advisors, LLC | 7,897 | $981.4K | 0.07% | −1,057−11.8% | Reduced |
| Lakeridge Wealth Management LLC | 7,899 | $981.7K | 0.42% | +183+2.4% | Added |
| Ruggaard & Associates LLC | 7,915 | $983.7K | 0.39% | −50−0.6% | Reduced |
| Koa Wealth Management, LLC | 7,920 | $984.3K | 0.71% | −1,800−18.5% | Reduced |
| Van Cleef Asset Management,Inc | 7,922 | $984.5K | 0.11% | 00.0% | Unchanged |
| Davidson Trust Co | 7,931 | $985.7K | 0.42% | −279−3.4% | Reduced |
| Sweeney & Michel, LLC | 7,922 | $986.9K | 0.29% | +20.0% | Added |