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; 4,426 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
- 4,467
- +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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Clark Wealth Partners | 552 | $68.7K | 0.05% | +1+0.2% | Added |
| Nexus Investment Management ULC | 555 | $69.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 568 | $70.6K | 0.03% | +1+0.2% | Added |
| Ulland Investment Advisors, LLC | 585 | $73.0K | 0.06% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 588 | $73.1K | 0.05% | −283−32.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 594 | $73.9K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 598 | $74.3K | 0.01% | −296−33.1% | Reduced |
| NCP Inc. | 600 | $74.6K | 0.12% | −79−11.6% | Reduced |
| Mascoma Wealth Management LLC | 602 | $74.8K | 0.02% | +9+1.5% | Added |
| Finley Financial, LLC | 609 | $75.7K | 0.04% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 627 | $77.9K | 0.02% | −3−0.5% | Reduced |
| Roble, Belko & Company, Inc | 629 | $78.0K | 0.01% | −297−32.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 636 | $79.0K | 0.04% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 636 | $79.2K | 0.08% | 00.0% | Unchanged |
| Swiss Re Ltd | 651 | $80.9K | 0.49% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 635 | $81.1K | 0.10% | +307+93.6% | Added |
| Ankerstar Wealth, LLC | 653 | $81.3K | 0.09% | +79+13.8% | Added |
| JDM Financial Group LLC | 657 | $81.7K | 0.03% | 00.0% | Unchanged |
| Caitlin John, LLC | 663 | $82.4K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 666 | $82.8K | 0.00% | −259−28.0% | Reduced |
| Aspect Partners, LLC | 671 | $83.4K | 0.03% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 678 | $84.3K | 0.05% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 696 | $86.5K | 0.06% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 706 | $87.7K | 0.04% | +3+0.4% | Added |
| IAG Wealth Partners, LLC | 714 | $88.7K | 0.01% | +202+39.5% | Added |
| Robinswood Financial LLC | 727 | $90.4K | 0.03% | +1+0.1% | Added |
| Morse Asset Management, Inc | 731 | $90.8K | 0.02% | −25−3.3% | Reduced |
| Horizon Financial Services, LLC | 745 | $92.6K | 0.04% | +355+91.0% | Added |
| Sfam, LLC | 748 | $92.9K | 0.09% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 782 | $97.2K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 786 | $97.7K | 0.12% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 794 | $98.7K | 0.04% | 00.0% | Unchanged |
| Optiver Holding B.V. | 807 | $100.3K | 0.00% | −34,116−97.7% | Reduced |
| POM Investment Strategies, LLC | 811 | $100.8K | 0.13% | +525+183.6% | Added |
| Pacific Center for Financial Services | 871 | $108.2K | 0.03% | −1,037−54.4% | Reduced |
| Tidemark, LLC | 879 | $109.2K | 0.03% | +74+9.2% | Added |
| Fairman Group, LLC | 900 | $112.1K | 0.10% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 903 | $112.2K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 935 | $116.2K | 0.60% | +2+0.2% | Added |
| Kozak & Associates, Inc. | 951 | $118.4K | 0.02% | +2+0.2% | Added |
| Manning & Napier Advisors LLC | 970 | $120.6K | 0.00% | +305+45.9% | Added |
| ZRC Wealth Management, LLC | 971 | $120.7K | 0.04% | +72+8.0% | Added |
| Union Savings Bank | 973 | $120.9K | 0.05% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 976 | $121.3K | 0.06% | +2+0.2% | Added |
| Nalls Sherbakoff Group, LLC | 978 | $121.5K | 0.09% | −309−24.0% | Reduced |
| 10Elms LLP | 990 | $123.0K | 0.08% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 994 | $123.5K | 0.03% | −23−2.3% | Reduced |
| Encore Global Management, LP | 1,000 | $124.3K | 0.09% | +1,000 | New |
| Protective Life Corp | 1,002 | $124.5K | 0.41% | +1,002 | New |
| Dougherty Wealth Advisers LLC | 1,002 | $124.5K | 0.08% | +1,002 | New |
| Evelyn Partners Asset Management Ltd | 1,014 | $126.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,017 | $126.4K | 0.00% | +878+631.7% | Added |
| Leo H. Evart, Inc. | 1,030 | $128.0K | 0.11% | +1,030 | New |
| Joseph Group Capital Management | 1,038 | $129.0K | 0.03% | +537+107.2% | Added |
| CKW Financial Group | 1,050 | $131.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,062 | $132.0K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 1,365 | $133.5K | 0.03% | −75−5.2% | Reduced |
| Private Wealth Management Group, LLC | 1,080 | $134.2K | 0.04% | +45+4.3% | Added |
| 1 North Wealth Services LLC | 1,094 | $136.0K | 0.05% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,101 | $136.8K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,102 | $137.0K | 0.15% | −1,979−64.2% | Reduced |
| Wealth Science Advisors LLC | 1,230 | $137.0K | 0.08% | +1,230 | New |
| Piscataqua Savings Bank | 1,142 | $141.9K | 0.10% | +57+5.3% | Added |
| Orion Capital Management LLC | 1,144 | $142.2K | 0.05% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,146 | $142.4K | 0.06% | −100−8.0% | Reduced |
| S&T Bank | 1,156 | $143.7K | 0.05% | +424+57.9% | Added |
| Albion Financial Group | 1,233 | $153.2K | 0.01% | +255+26.1% | Added |
| Perkins Coie Trust Co | 1,237 | $153.7K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 1,245 | $154.0K | 0.12% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,245 | $154.7K | 0.03% | −59−4.5% | Reduced |
| Walsh & Associates, LLC | 1,256 | $156.1K | 0.15% | +5+0.4% | Added |
| Investment Research & Advisory Group, Inc. | 1,159 | $158.4K | 0.06% | +1+0.1% | Added |
| Conquis Financial LLC | 1,200 | $158.4K | 0.13% | 00.0% | Unchanged |
| State of Wyoming | 1,277 | $158.7K | 0.02% | −2,566−66.8% | Reduced |
| Evergreen Advisors, LLC | 1,288 | $160.1K | 0.04% | +1,288 | New |
| Lynch Asset Management, Inc. | 1,300 | $161.6K | 0.05% | 00.0% | Unchanged |
| Abound Financial, LLC | 1,322 | $164.3K | 0.07% | 00.0% | Unchanged |
| Financial Life Planners | 1,322 | $164.3K | 0.13% | +1,322 | New |
| Morton Brown Family Wealth, LLC | 1,326 | $164.8K | 0.04% | +1+0.1% | Added |
| Burk Holdings LLC | 1,349 | $167.6K | 0.07% | +1,349 | New |
| Hughes Financial Services, LLC | 1,375 | $170.8K | 0.03% | +470+51.9% | Added |
| Legacy Wealth Managment, LLC | 1,389 | $172.6K | 0.09% | +122+9.6% | Added |
| Boreal Capital Management LLC | 1,402 | $174.6K | 0.15% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,449 | $180.1K | 0.08% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 1,461 | $181.7K | 0.14% | +1,461 | New |
| CGC Financial Services, LLC | 1,470 | $182.7K | 0.05% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,877 | $183.5K | 0.08% | −1,704−47.6% | Reduced |
| Valued Wealth Advisors LLC | 1,475 | $183.7K | 0.07% | +189+14.7% | Added |
| Principia Wealth Advisory, LLC | 1,487 | $184.8K | 0.10% | −17−1.1% | Reduced |
| Palladiem, LLC | 1,434 | $185.1K | 0.18% | +5+0.3% | Added |
| Kings Path Partners LLC | 1,493 | $185.6K | 0.06% | +747+100.1% | Added |
| Davis Asset Management, L.P. | 1,500 | $186.4K | 0.01% | +1,500 | New |
| Highline Wealth Partners LLC | 1,513 | $188.0K | 0.05% | +99+7.0% | Added |
| Kemnay Advisory Services Inc. | 1,526 | $189.7K | 0.03% | −198−11.5% | Reduced |
| Wealth Preservation Advisors, LLC | 1,527 | $189.8K | 0.16% | −436−22.2% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,535 | $190.8K | 0.47% | −1,089−41.5% | Reduced |
| JNBA Financial Advisors | 1,535 | $190.8K | 0.02% | −355−18.8% | Reduced |
| Graney & King, LLC | 1,547 | $192.3K | 0.10% | +8+0.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,575 | $194.7K | 0.00% | −6,831−81.3% | Reduced |
| Western Pacific Wealth Management, LP | 1,575 | $195.7K | 0.20% | 00.0% | Unchanged |