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 |
|---|---|---|---|---|---|
| Kuhn & Co Investment Counsel | 8,778 | $1.09M | 0.70% | +144+1.7% | Added |
| Diversified Management Inc | 8,780 | $1.09M | 0.19% | +338+4.0% | Added |
| Capital Financial Group Inc | 8,806 | $1.09M | 0.60% | 00.0% | Unchanged |
| IKE Capital, LLC | 8,813 | $1.10M | 0.62% | +3,848+77.5% | Added |
| Richard W. Paul & Associates, LLC | 8,814 | $1.10M | 0.37% | +70+0.8% | Added |
| First Business Financial Services, Inc. | 8,814 | $1.10M | 0.10% | +505+6.1% | Added |
| National Wealth Management Group, LLC | 8,818 | $1.10M | 0.41% | +17+0.2% | Added |
| Sunflower Bank, N.A. | 8,820 | $1.10M | 0.28% | −390−4.2% | Reduced |
| Sara-Bay Financial | 8,834 | $1.10M | 0.34% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 8,840 | $1.10M | 1.12% | −1,229−12.2% | Reduced |
| Purpose Unlimited Inc. | 8,842 | $1.10M | 0.05% | +8,200+1,277.3% | Added |
| Crewe Advisors LLC | 8,843 | $1.10M | 0.09% | +118+1.4% | Added |
| BXM Wealth LLC | 8,844 | $1.10M | 0.85% | −78,523−89.9% | Reduced |
| McLean Asset Management Corp | 8,851 | $1.10M | 0.19% | +43+0.5% | Added |
| Compass Ion Advisors, LLC | 8,853 | $1.10M | 0.10% | +99+1.1% | Added |
| Wayfinding Financial, LLC | 8,859 | $1.10M | 0.48% | +217+2.5% | Added |
| Claris Financial LLC | 8,896 | $1.11M | 0.60% | +205+2.4% | Added |
| Empire Financial Management Company, LLC | 8,897 | $1.11M | 0.25% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 8,901 | $1.11M | 1.09% | −79−0.9% | Reduced |
| Boston Trust Walden Corp | 8,911 | $1.11M | 0.01% | −6,000−40.2% | Reduced |
| Larry Mathis Financial Planning, LLC | 8,914 | $1.11M | 0.99% | +36+0.4% | Added |
| Northwest & Ethical Investments L.P. | 8,744 | $1.11M | 0.03% | −6,125−41.2% | Reduced |
| Castlekeep Investment Advisors LLC | 8,924 | $1.11M | 0.60% | −123−1.4% | Reduced |
| Legacy Financial Independent Advisors LLC | 8,937 | $1.11M | 0.58% | +8,937 | New |
| Southern Capital Advisors, LLC | 8,943 | $1.11M | 0.52% | +54+0.6% | Added |
| Hubbell Strickland Wealth Management, LLC | 8,958 | $1.11M | 0.44% | −207−2.3% | Reduced |
| First National Bank | 8,960 | $1.11M | 0.55% | +360+4.2% | Added |
| Heartwood Wealth Advisors LLC | 8,965 | $1.11M | 0.10% | −569−6.0% | Reduced |
| TFR Capital, LLC. | 8,972 | $1.12M | 0.34% | +1,027+12.9% | Added |
| Fortis Capital Advisors, LLC | 8,986 | $1.12M | 0.15% | +3,899+76.6% | Added |
| Capital Advisors Wealth Management, LLC | 9,002 | $1.12M | 0.15% | +9+0.1% | Added |
| Well Done, LLC | 9,003 | $1.12M | 0.16% | −987−9.9% | Reduced |
| Rogco, LP | 9,007 | $1.12M | 0.37% | −604−6.3% | Reduced |
| New Covenant Trust Company, N.A. | 9,033 | $1.12M | 1.00% | +869+10.6% | Added |
| one8zero8, LLC | 9,036 | $1.12M | 0.25% | −122−1.3% | Reduced |
| Third View Private Wealth, LLC | 9,042 | $1.12M | 0.15% | −1,125−11.1% | Reduced |
| Avail Investment Partners, LLC | 9,044 | $1.12M | 1.20% | +9,044 | New |
| Axq Capital, LP | 9,050 | $1.12M | 0.14% | +4,403+94.7% | Added |
| Mirador Capital Partners LP | 9,051 | $1.12M | 0.16% | +316+3.6% | Added |
| Builder Investment Group Inc | 9,060 | $1.13M | 0.24% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 9,079 | $1.13M | 1.93% | −8,356−47.9% | Reduced |
| Castle Wealth Management LLC | 9,063 | $1.13M | 0.37% | −487−5.1% | Reduced |
| Mayflower Financial Advisors, LLC | 9,095 | $1.13M | 0.14% | +484+5.6% | Added |
| Ironwood Financial, llc | 9,097 | $1.13M | 0.20% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 9,097 | $1.13M | 0.91% | +1,129+14.2% | Added |
| Oak Family Advisors, LLC | 9,098 | $1.13M | 0.35% | −47,928−84.0% | Reduced |
| PeakShares LLC | 9,101 | $1.13M | 1.04% | +129+1.4% | Added |
| Vivid Wealth Management, LLC | 9,102 | $1.13M | 0.46% | −150−1.6% | Reduced |
| Betterment LLC | 9,111 | $1.13M | 0.00% | +910+11.1% | Added |
| Focused Alpha, LLC | 9,114 | $1.13M | 0.35% | −50−0.5% | Reduced |
| KKM Financial LLC | 10,169 | $1.13M | 0.20% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 9,116 | $1.13M | 0.38% | +480+5.6% | Added |
| Curtis Advisory Group, LLC | 9,135 | $1.14M | 0.24% | +1,400+18.1% | Added |
| Oxinas Partners Wealth Management LLC | 9,155 | $1.14M | 0.52% | +27+0.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 9,173 | $1.14M | 0.23% | −90−1.0% | Reduced |
| Corps Capital Advisors, LLC | 9,184 | $1.14M | 0.99% | +814+9.7% | Added |
| Kennondale Capital Management LLC | 9,188 | $1.14M | 0.82% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 9,209 | $1.14M | 0.80% | +315+3.5% | Added |
| Renaissance Technologies LLC | 9,223 | $1.15M | 0.00% | −300,037−97.0% | Reduced |
| Lee Johnson Capital Management, LLC | 9,249 | $1.15M | 0.41% | +2,498+37.0% | Added |
| MBE Wealth Management, LLC | 9,269 | $1.15M | 0.48% | −80−0.9% | Reduced |
| Investors Asset Management of Georgia Inc | 9,271 | $1.15M | 0.47% | −173−1.8% | Reduced |
| Triasima Portfolio Management inc. | 9,275 | $1.15M | 0.17% | 00.0% | Unchanged |
| Bauman Advisory Group, LLC | 9,281 | $1.15M | 0.81% | −958−9.4% | Reduced |
| Virtue Capital Management, LLC | 9,371 | $1.16M | 0.18% | +965+11.5% | Added |
| Potentia Wealth | 9,316 | $1.16M | 0.45% | +5,417+138.9% | Added |
| Pennington Partners & Co., LLC | 9,313 | $1.16M | 0.40% | +104+1.1% | Added |
| Deseret Mutual Benefit Administrators | 9,348 | $1.16M | 0.40% | −5,210−35.8% | Reduced |
| Fermata Advisors, LLC | 9,366 | $1.16M | 0.26% | +5,269+128.6% | Added |
| James Hambro & Partners | 9,372 | $1.16M | 0.05% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 9,385 | $1.17M | 0.07% | −79−0.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 9,387 | $1.17M | 0.73% | +2,127+29.3% | Added |
| Arnhold LLC | 9,395 | $1.17M | 0.09% | −2,305−19.7% | Reduced |
| Middleton & Co Inc | 9,396 | $1.17M | 0.13% | −650−6.5% | Reduced |
| United Financial Planning Group LLC | 9,398 | $1.17M | 0.69% | +144+1.6% | Added |
| Boyd Watterson Asset Management LLC | 9,401 | $1.17M | 0.36% | −1,120−10.6% | Reduced |
| Weaver Consulting Group | 9,413 | $1.17M | 0.28% | −234−2.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 9,432 | $1.17M | 0.07% | −5,374−36.3% | Reduced |
| South Shore Capital Advisors | 9,441 | $1.17M | 0.86% | +206+2.2% | Added |
| Essential Partners LLC | 9,442 | $1.17M | 0.39% | −199−2.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 9,444 | $1.17M | 0.13% | −18−0.2% | Reduced |
| Advance Capital Management, Inc. | 9,458 | $1.18M | 0.04% | −149−1.6% | Reduced |
| Pegasus Asset Management, Inc. | 9,463 | $1.18M | 0.38% | −35,231−78.8% | Reduced |
| JMN Financial LLC | 9,446 | $1.18M | 1.16% | +1,425+17.8% | Added |
| Sage Mountain Advisors LLC | 9,494 | $1.18M | 0.08% | −31,842−77.0% | Reduced |
| Atlantic Trust, LLC | 9,499 | $1.18M | 0.19% | +319+3.5% | Added |
| Smith Shellnut Wilson LLC | 9,510 | $1.18M | 0.52% | −14,108−59.7% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 9,513 | $1.18M | 0.36% | +566+6.3% | Added |
| Jackson Wealth Management, LLC | 9,515 | $1.18M | 0.12% | +34+0.4% | Added |
| Stonebridge Financial Planning Group, LLC | 9,526 | $1.18M | 0.43% | +9+0.1% | Added |
| Cushing Capital Partners, LLC | 9,507 | $1.18M | 0.91% | −2,099−18.1% | Reduced |
| Jacobsen Capital Management | 9,528 | $1.18M | 0.40% | +13+0.1% | Added |
| AssuredPartners Investment Advisors, LLC | 9,346 | $1.19M | 0.13% | +8+0.1% | Added |
| S.E.E.D. Planning Group LLC | 9,537 | $1.19M | 0.34% | +300+3.2% | Added |
| Wall Street Financial Group, Inc. | 9,567 | $1.19M | 0.70% | +2,411+33.7% | Added |
| Lodestar Private Asset Management LLC | 9,577 | $1.19M | 0.12% | +87+0.9% | Added |
| Raleigh Capital Management Inc. | 9,580 | $1.19M | 0.41% | +281+3.0% | Added |
| Hobart Private Capital, LLC | 9,584 | $1.19M | 0.23% | +410+4.5% | Added |
| Wealth Dimensions Group, Ltd. | 9,588 | $1.19M | 0.23% | +320+3.5% | Added |
| William John Sempolinski | 9,591 | $1.19M | 0.60% | +555+6.1% | Added |