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 |
|---|---|---|---|---|---|
| Nicholson Meyer Capital Management, Inc. | 7,954 | $988.5K | 0.76% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,962 | $989.5K | 0.17% | +429+5.7% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $989.8K | 0.43% | 0 | Unchanged |
| Provenance Wealth Advisors, LLC | 7,967 | $990.1K | 0.10% | +1,585+24.8% | Added |
| Ames National Corp | 7,973 | $990.9K | 0.60% | −450−5.3% | Reduced |
| Drucker Wealth 3.0, LLC | 7,975 | $991.1K | 0.17% | +261+3.4% | Added |
| Werba Rubin Papier Wealth Management | 7,977 | $991.4K | 0.14% | +2,348+41.7% | Added |
| Thoma Capital Management LLC | 7,977 | $991.5K | 0.59% | −388−4.6% | Reduced |
| Veracity Capital LLC | 7,981 | $991.9K | 0.35% | −6,016−43.0% | Reduced |
| Connecticut Capital Management Group, LLC | 7,999 | $994.1K | 0.94% | +15+0.2% | Added |
| Monetta Financial Services Inc | 8,000 | $994.2K | 0.77% | −1,000−11.1% | Reduced |
| Balentine LLC | 8,000 | $994.2K | 0.04% | +209+2.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 8,000 | $994.2K | 0.22% | +8,000 | New |
| Legacy Advisors, LLC | 7,998 | $996.0K | 0.12% | +127+1.6% | Added |
| New England Capital Financial Advisors LLC | 8,015 | $996.0K | 0.27% | +56+0.7% | Added |
| Mechanics Financial Corp | 8,033 | $998.3K | 0.42% | −327−3.9% | Reduced |
| Tudor Financial Inc. | 8,036 | $998.8K | 0.51% | +20.0% | Added |
| Grant Private Wealth Management Inc | 8,059 | $1.00M | 0.53% | +1,269+18.7% | Added |
| Charter Research & Investment Group, Inc. | 8,062 | $1.00M | 0.67% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 8,071 | $1.00M | 0.20% | −253−3.0% | Reduced |
| Minot DeBlois Advisors LLC | 8,094 | $1.01M | 0.91% | −431−5.1% | Reduced |
| Fusion Capital, LLC | 8,112 | $1.01M | 0.27% | +93+1.2% | Added |
| BLB&B Advisors, LLC | 8,116 | $1.01M | 0.04% | −87−1.1% | Reduced |
| Flynn Zito Capital Management, LLC | 8,118 | $1.01M | 0.32% | −28−0.3% | Reduced |
| Outlook Wealth Advisors, LLC | 8,124 | $1.01M | 0.24% | 00.0% | Unchanged |
| Private Wealth Advisors | 8,133 | $1.01M | 0.28% | −73−0.9% | Reduced |
| Northside Capital Management, LLC | 8,139 | $1.01M | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,152 | $1.01M | 0.01% | −818−9.1% | Reduced |
| United Bank | 8,151 | $1.01M | 0.13% | −1,201−12.8% | Reduced |
| S Harris Financial Group, LLC | 8,162 | $1.01M | 0.93% | +19+0.2% | Added |
| Persium Advisors, LLC | 8,162 | $1.01M | 0.80% | −644−7.3% | Reduced |
| 25 LLC | 8,170 | $1.02M | 0.31% | +431+5.6% | Added |
| Trask Adam Roland | 8,172 | $1.02M | 0.96% | +8,172 | New |
| FSB Premier Wealth Management, Inc. | 8,172 | $1.02M | 0.32% | +320+4.1% | Added |
| Stegent Equity Advisors, Inc. | 8,178 | $1.02M | 0.87% | +2,972+57.1% | Added |
| Altus Wealth Group LLC | 8,189 | $1.02M | 0.42% | +905+12.4% | Added |
| Moment Partners, LLC | 8,191 | $1.02M | 0.18% | −30−0.4% | Reduced |
| Clay Northam Wealth Management, LLC | 8,214 | $1.02M | 0.57% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8,216 | $1.02M | 0.42% | −111−1.3% | Reduced |
| Carter Financial Group, INC. | 8,219 | $1.02M | 0.63% | +1,431+21.1% | Added |
| Fulton Breakefield Broenniman LLC | 8,228 | $1.02M | 0.07% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 8,228 | $1.02M | 0.16% | −3,394−29.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 8,234 | $1.02M | 0.20% | −1,151−12.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 8,247 | $1.02M | 0.08% | +760+10.2% | Added |
| Medallion Wealth Advisors, LLC | 8,251 | $1.03M | 0.33% | −44−0.5% | Reduced |
| Ami Investment Management Inc | 8,260 | $1.03M | 0.23% | −63−0.8% | Reduced |
| Phillips Financial Management, LLC | 8,268 | $1.03M | 0.07% | −160−1.9% | Reduced |
| Challenger Wealth Management | 8,281 | $1.03M | 0.82% | −287−3.3% | Reduced |
| Teucrium Investment Advisors, LLC | 8,295 | $1.03M | 0.80% | −5,482−39.8% | Reduced |
| Garton & Associates Financial Advisors LLC | 8,300 | $1.03M | 0.84% | −1,519−15.5% | Reduced |
| Athena Wealth Management, LLC | 8,301 | $1.03M | 0.84% | −3,051−26.9% | Reduced |
| Integral Investment Advisors, Inc. | 8,308 | $1.03M | 0.26% | −1,206−12.7% | Reduced |
| Ameriflex Group, Inc. | 8,309 | $1.03M | 0.52% | +475+6.1% | Added |
| Commonwealth Retirement Investments LLC | 8,319 | $1.03M | 0.32% | −81−1.0% | Reduced |
| Richardson Financial Services Inc. | 8,320 | $1.03M | 0.65% | +91+1.1% | Added |
| Renaissance Group LLC | 8,325 | $1.03M | 0.04% | −1,311−13.6% | Reduced |
| Banyan Capital Management, Inc. | 8,327 | $1.03M | 0.45% | −1,100−11.7% | Reduced |
| Commerce Advisors, LLC | 8,343 | $1.04M | 0.87% | +8,343 | New |
| Donoghue Forlines LLC | 8,346 | $1.04M | 0.29% | −11,902−58.8% | Reduced |
| Interval Partners, LP | 8,349 | $1.04M | 0.04% | +8,349 | New |
| One Day In July LLC | 8,361 | $1.04M | 0.08% | +172+2.1% | Added |
| Athena Investment Management | 8,369 | $1.04M | 0.54% | +1,709+25.7% | Added |
| Doliver Advisors, LP | 8,383 | $1.04M | 0.24% | −3,511−29.5% | Reduced |
| McGowan Group Asset Management, Inc. | 8,387 | $1.04M | 0.13% | +317+3.9% | Added |
| Cherokee Insurance Co | 8,400 | $1.04M | 0.40% | 00.0% | Unchanged |
| West Bancorporation Inc | 8,400 | $1.04M | 0.52% | +390+4.9% | Added |
| Vermillion Wealth Management, Inc. | 8,417 | $1.05M | 0.42% | +789+10.3% | Added |
| Smart Money Group LLC | 8,422 | $1.05M | 0.30% | +29+0.3% | Added |
| Private Capital Management, LLC | 8,423 | $1.05M | 0.11% | −34−0.4% | Reduced |
| Affinity Wealth Management LLC | 8,448 | $1.05M | 0.16% | 00.0% | Unchanged |
| Advisory Resource Group | 8,459 | $1.05M | 0.18% | −330−3.8% | Reduced |
| Centurion Wealth Management LLC | 8,464 | $1.05M | 0.24% | +123+1.5% | Added |
| Worth Asset Management, LLC | 8,468 | $1.05M | 0.39% | +2,928+52.9% | Added |
| Meeder Asset Management Inc | 8,470 | $1.05M | 0.06% | −106,372−92.6% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 8,473 | $1.05M | 0.64% | +498+6.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,477 | $1.05M | 0.29% | −128−1.5% | Reduced |
| Arkansas Financial Group, Inc. | 8,284 | $1.05M | 0.15% | +10.0% | Added |
| Willner & Heller, LLC | 8,511 | $1.06M | 0.79% | −112−1.3% | Reduced |
| Trinity Financial Advisors LLC | 8,498 | $1.06M | 0.30% | −435−4.9% | Reduced |
| Sterling Investment Advisors LLC | 8,524 | $1.06M | 0.51% | +13+0.2% | Added |
| West Chester Capital Advisors, Inc | 8,539 | $1.06M | 0.68% | −385−4.3% | Reduced |
| Capital Square, LLC | 8,182 | $1.06M | 0.49% | +297+3.8% | Added |
| Garrison Point Advisors, LLC | 8,588 | $1.07M | 0.49% | +10.0% | Added |
| Clark Asset Management, LLC | 8,649 | $1.07M | 0.10% | +2,547+41.7% | Added |
| Essential Planning, LLC. | 8,661 | $1.08M | 0.34% | −187−2.1% | Reduced |
| Retireful, LLC | 8,661 | $1.08M | 1.52% | +700+8.8% | Added |
| Optivise Advisory Services LLC | 8,678 | $1.08M | 0.65% | +1,127+14.9% | Added |
| Warwick Investment Management, Inc. | 8,691 | $1.08M | 0.16% | +291+3.5% | Added |
| Truvestments Capital LLC | 8,692 | $1.08M | 0.19% | +195+2.3% | Added |
| Custom Index Systems, LLC | 8,696 | $1.08M | 0.47% | +3,786+77.1% | Added |
| XY Planning Network, Inc. | 8,679 | $1.08M | 0.17% | +497+6.1% | Added |
| Gentry Private Wealth, LLC | 8,714 | $1.08M | 0.65% | +289+3.4% | Added |
| Newman Dignan & Sheerar, Inc. | 8,715 | $1.08M | 0.23% | −49−0.6% | Reduced |
| Solidarilty Wealth, LLC | 8,717 | $1.08M | 0.21% | +720+9.0% | Added |
| Eagle Rock Investment Company, LLC | 8,724 | $1.08M | 0.16% | 00.0% | Unchanged |
| Lord & Richards Wealth Management, LLC | 8,757 | $1.09M | 0.95% | −350−3.8% | Reduced |
| Accel Wealth Management | 8,765 | $1.09M | 0.28% | +543+6.6% | Added |
| Wedge Capital Management L L P | 8,770 | $1.09M | 0.02% | +1,161+15.3% | Added |
| Oasis Advisors, LLC | 8,772 | $1.09M | 0.21% | +8,772 | New |
| Audent Global Asset Management, LLC | 8,758 | $1.09M | 1.09% | −717,223−98.8% | Reduced |