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 |
|---|---|---|---|---|---|
| Private Client Services, LLC | 9,600 | $1.19M | 0.36% | +428+4.7% | Added |
| Coerente Capital Management | 9,600 | $1.19M | 0.22% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 9,603 | $1.19M | 0.35% | +211+2.2% | Added |
| Blalock Williams, LLC | 9,624 | $1.20M | 0.92% | −355−3.6% | Reduced |
| Mosaic Advisors LLC | 9,210 | $1.20M | 1.80% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 9,629 | $1.20M | 1.18% | +247+2.6% | Added |
| InvesTrust | 9,647 | $1.20M | 0.50% | −175−1.8% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 9,649 | $1.20M | 1.13% | +9,649 | New |
| Hardworking Capital Advisors, LLC | 9,653 | $1.20M | 1.12% | −1,438−13.0% | Reduced |
| Burkett Financial Services, LLC | 9,674 | $1.20M | 0.41% | +295+3.1% | Added |
| Marex Group plc | 9,675 | $1.20M | 0.01% | +6,639+218.7% | Added |
| Ashford Capital Management Inc | 9,681 | $1.20M | 0.15% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 9,685 | $1.20M | 0.74% | −82−0.8% | Reduced |
| Viawealth, LLC | 9,692 | $1.20M | 0.67% | −1,165−10.7% | Reduced |
| Peterson Wealth Advisors, LLC | 9,694 | $1.20M | 0.16% | −190−1.9% | Reduced |
| Investors Research Corp | 9,695 | $1.20M | 0.23% | −2,503−20.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 9,733 | $1.21M | 0.38% | +399+4.3% | Added |
| Paladin Wealth, LLC | 9,710 | $1.21M | 0.83% | −1,129−10.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 9,715 | $1.21M | 0.11% | +62+0.6% | Added |
| RWM Asset Management, LLC | 9,721 | $1.21M | 0.13% | −196−2.0% | Reduced |
| Polymer Capital Management (US) LLC | 9,733 | $1.21M | 0.18% | +5,208+115.1% | Added |
| WealthCare Investment Partners, LLC | 9,836 | $1.21M | 0.34% | +3,005+44.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,740 | $1.21M | 0.01% | −425−4.2% | Reduced |
| Aull & Monroe Investment Management Corp | 9,789 | $1.22M | 0.57% | +5+0.1% | Added |
| Quantum Financial Advisors, LLC | 9,799 | $1.22M | 0.14% | −10.0% | Reduced |
| Vicus Capital | 9,810 | $1.22M | 0.09% | +1,452+17.4% | Added |
| GenTrust, LLC | 9,830 | $1.22M | 0.05% | −9,619−49.5% | Reduced |
| Mainsail Asset Management, LLC | 9,853 | $1.22M | 0.55% | +5,338+118.2% | Added |
| Eaton Financial Holdings Company, LLC | 9,876 | $1.23M | 0.40% | −20−0.2% | Reduced |
| Dogwood Wealth Management LLC | 9,904 | $1.23M | 0.53% | +771+8.4% | Added |
| Sierra Summit Advisors LLC | 9,909 | $1.23M | 0.18% | +4,914+98.4% | Added |
| Five Oceans Advisors | 9,912 | $1.23M | 0.45% | −77−0.8% | Reduced |
| Park Capital Management, LLC | 9,917 | $1.23M | 1.20% | +30+0.3% | Added |
| Primoris Wealth Advisors, LLC | 9,924 | $1.23M | 0.86% | −87−0.9% | Reduced |
| Revolve Wealth Partners, LLC | 9,927 | $1.23M | 0.16% | +151+1.5% | Added |
| Red Mountain Financial, LLC | 9,939 | $1.24M | 1.16% | −2,842−22.2% | Reduced |
| Peoples Financial Services Corp. | 9,940 | $1.24M | 0.59% | −50−0.5% | Reduced |
| Cyr Financial Inc. | 9,958 | $1.24M | 0.73% | +1,219+13.9% | Added |
| Mengis Capital Management, Inc. | 9,979 | $1.24M | 0.21% | −13−0.1% | Reduced |
| Alta Capital Management LLC | 10,000 | $1.24M | 0.10% | 00.0% | Unchanged |
| DKRT Investments Corp. | 10,000 | $1.24M | 0.31% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 10,001 | $1.24M | 0.80% | −519−4.9% | Reduced |
| Umpqua Bank | 10,006 | $1.24M | 0.35% | −18−0.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 10,006 | $1.24M | 0.14% | −6−0.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 10,009 | $1.24M | 0.05% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 10,017 | $1.24M | 0.57% | −440−4.2% | Reduced |
| Luts & Greenleigh Group, Inc | 10,057 | $1.25M | 0.99% | +33+0.3% | Added |
| TSG Advice Partners, LLC | 10,060 | $1.25M | 0.19% | +248+2.5% | Added |
| Westside Investment Management, Inc. | 10,033 | $1.25M | 0.19% | +10.0% | Added |
| Private Advisory Group LLC | 10,069 | $1.25M | 0.09% | +1,171+13.2% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 10,046 | $1.25M | 0.18% | +3,270+48.3% | Added |
| Vega Investment Solutions | 10,071 | $1.25M | 0.30% | −117,460−92.1% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,483 | $1.25M | 0.30% | 00.0% | Unchanged |
| TFC Financial Management | 10,090 | $1.25M | 0.15% | −611−5.7% | Reduced |
| Legacy Financial Group LLC | 10,096 | $1.25M | 0.16% | +99+1.0% | Added |
| Pflug Koory, LLC | 10,101 | $1.26M | 0.58% | 00.0% | Unchanged |
| Symmetry Investments LP | 10,104 | $1.26M | 0.30% | +10,104 | New |
| Sovereign Financial Group, Inc. | 10,117 | $1.26M | 0.22% | +2,204+27.9% | Added |
| HBW Advisory Services LLC | 10,163 | $1.26M | 0.13% | −974−8.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 10,168 | $1.26M | 0.05% | +69+0.7% | Added |
| Mma Asset Management LLC | 10,169 | $1.26M | 0.44% | +2,063+25.5% | Added |
| E&G Advisors, LP | 10,190 | $1.27M | 0.28% | −45−0.4% | Reduced |
| Garden State Investment Advisory Services LLC | 10,164 | $1.27M | 0.30% | +807+8.6% | Added |
| Keudell/Morrison Wealth Management | 10,191 | $1.27M | 0.26% | +119+1.2% | Added |
| Heritage Family Offices, LLP | 10,198 | $1.27M | 0.56% | +2,505+32.6% | Added |
| BCJ Capital Management, LLC | 10,214 | $1.27M | 0.07% | +850+9.1% | Added |
| Brady Martz Wealth Solutions, LLC | 10,216 | $1.27M | 0.22% | +2,568+33.6% | Added |
| International Private Wealth Advisors LLC | 10,222 | $1.27M | 0.78% | −292−2.8% | Reduced |
| Berman McAleer LLC | 10,241 | $1.27M | 0.17% | +157+1.6% | Added |
| One Charles Private Wealth Services, LLC | 10,285 | $1.28M | 0.32% | −49−0.5% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 10,320 | $1.28M | 0.57% | −315−3.0% | Reduced |
| Cardiff Park Advisors, LLC | 10,322 | $1.28M | 0.10% | −37−0.4% | Reduced |
| Emprise Bank | 10,324 | $1.28M | 0.52% | −916−8.1% | Reduced |
| Moseley Investment Management Inc | 10,358 | $1.29M | 0.41% | +248+2.5% | Added |
| Atlas Legacy Advisors, LLC | 10,364 | $1.29M | 0.24% | −2,024−16.3% | Reduced |
| Mirabaud & Cie SA | 10,379 | $1.29M | 0.53% | +300+3.0% | Added |
| LFG Wealth Partners, LLC | 10,379 | $1.29M | 0.78% | +40.0% | Added |
| True North Advisors, LLC | 10,385 | $1.29M | 0.15% | +560+5.7% | Added |
| Allegheny Financial Group LTD | 10,387 | $1.29M | 0.17% | −126−1.2% | Reduced |
| Avondale Wealth Management | 10,400 | $1.29M | 0.64% | −750−6.7% | Reduced |
| Semus Wealth Partners LLC | 10,419 | $1.29M | 0.72% | −80−0.8% | Reduced |
| Total Wealth Planning & Management, Inc. | 10,422 | $1.30M | 1.03% | +852+8.9% | Added |
| Peregrine Asset Advisers, Inc. | 10,429 | $1.30M | 0.35% | −36,234−77.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 10,434 | $1.30M | 0.22% | +503+5.1% | Added |
| Fortitude Advisory Group L.L.C. | 10,438 | $1.30M | 0.58% | −2,927−21.9% | Reduced |
| First Financial Corp | 10,440 | $1.30M | 0.51% | −359−3.3% | Reduced |
| Capital Counsel LLC | 10,440 | $1.30M | 0.06% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 10,429 | $1.30M | 0.35% | +7,486+254.4% | Added |
| May Hill Capital, LLC | 10,477 | $1.30M | 0.33% | +973+10.2% | Added |
| Wealthquest Corp | 10,496 | $1.30M | 0.09% | +160+1.5% | Added |
| Green Harvest Asset Management LLC | 10,502 | $1.31M | 0.02% | +1,112+11.8% | Added |
| Elevation Advisory Partners LLC | 11,171 | $1.31M | 1.22% | +11,171 | New |
| Iron Financial, LLC | 10,515 | $1.31M | 0.57% | +6,381+154.4% | Added |
| Alhambra Investment Partners LLC | 10,521 | $1.31M | 0.60% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 10,567 | $1.31M | 1.13% | −4,873−31.6% | Reduced |
| SHP Wealth Management | 10,566 | $1.31M | 0.10% | +583+5.8% | Added |
| Lebenthal Global Advisors, LLC | 10,568 | $1.31M | 0.19% | +3,822+56.7% | Added |
| Hobbs Group Advisors, LLC | 10,577 | $1.31M | 0.39% | −73−0.7% | Reduced |
| Stoneridge Investment Partners LLC | 10,577 | $1.31M | 0.95% | +10,577 | New |
| Washington Trust Bank | 10,589 | $1.32M | 0.10% | −71−0.7% | Reduced |