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 7 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
- 4,468
- +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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Cortland Associates Inc | 2,069 | $257.0K | 0.04% | −99−4.6% | Reduced |
| Princeton Capital Management LLC | 2,071 | $257.4K | 0.07% | +2,071 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,080 | $258.5K | 0.00% | −1,432−40.8% | Reduced |
| Compton Financial Group, LLC | 2,081 | $258.6K | 0.06% | +82+4.1% | Added |
| Peoples Bank | 2,084 | $259.0K | 0.16% | −602−22.4% | Reduced |
| Tandem Financial, LLC | 2,083 | $259.4K | 0.09% | +2,083 | New |
| Guardian Wealth Management, LLC | 2,088 | $259.5K | 0.08% | −6−0.3% | Reduced |
| Earnest Partners LLC | 2,093 | $260.1K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,094 | $260.2K | 0.03% | +159+8.2% | Added |
| Isthmus Partners, LLC | 2,096 | $260.5K | 0.03% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 2,097 | $260.6K | 0.15% | −17−0.8% | Reduced |
| Oak Associates, Ltd | 2,100 | $261.0K | 0.02% | 00.0% | Unchanged |
| Orcam Financial Group | 2,100 | $261.0K | 0.19% | 00.0% | Unchanged |
| American Money Management, LLC | 2,102 | $261.2K | 0.04% | −300−12.5% | Reduced |
| Ninety One UK Ltd | 2,107 | $261.9K | 0.00% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,107 | $261.9K | 0.09% | −35−1.6% | Reduced |
| FDx Advisors, Inc. | 2,105 | $262.0K | 0.08% | +2,105 | New |
| Anfield Capital Management, LLC | 2,110 | $262.3K | 0.07% | +1,595+309.7% | Added |
| Whipplewood Advisors, LLC | 2,111 | $262.4K | 0.14% | +636+43.1% | Added |
| Cassilly Financial Group LLC | 2,115 | $262.9K | 0.23% | +35+1.7% | Added |
| Momentous Wealth Management, Inc. | 2,117 | $263.1K | 0.15% | −343−13.9% | Reduced |
| Tactive Advisors, LLC | 2,120 | $263.5K | 0.07% | +238+12.6% | Added |
| Sloy Dahl & Holst, LLC | 2,121 | $263.6K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,123 | $263.8K | 0.04% | −224−9.5% | Reduced |
| E&R Wealth Management, LLC | 2,123 | $264.0K | 0.26% | +3+0.1% | Added |
| StoneCrest Wealth Management, Inc. | 2,125 | $264.1K | 0.11% | −226−9.6% | Reduced |
| Triumph Capital Management | 2,123 | $264.3K | 0.05% | −132−5.9% | Reduced |
| Opal Capital LLC | 2,130 | $264.7K | 0.05% | −28,130−93.0% | Reduced |
| Intergy Private Wealth, LLC | 2,131 | $264.8K | 0.08% | +106+5.2% | Added |
| Robinson Smith Wealth Advisors LLC | 2,133 | $265.1K | 0.18% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 2,135 | $265.3K | 0.13% | −286−11.8% | Reduced |
| Oak Ridge Investments LLC | 2,135 | $265.3K | 0.02% | −173−7.5% | Reduced |
| Oberweis Asset Management Inc | 2,137 | $265.6K | 0.01% | −50−2.3% | Reduced |
| IMG Wealth Management, Inc. | 2,139 | $265.8K | 0.17% | −186−8.0% | Reduced |
| Dean, Jacobson Financial Services, LLC | 2,139 | $265.8K | 0.16% | 00.0% | Unchanged |
| Steffes Financial, Ltd. | 2,142 | $266.2K | 0.14% | +2+0.1% | Added |
| Note Advisors, LLC | 2,142 | $266.3K | 0.13% | 00.0% | Unchanged |
| Christensen, King & Associates Investment Services, Inc. | 2,146 | $266.7K | 0.11% | +10.0% | Added |
| Tucker Asset Management LLC | 2,154 | $267.7K | 0.08% | +1,583+277.2% | Added |
| Intentional Wealth Strategies, LLC | 2,158 | $268.2K | 0.25% | +2,158 | New |
| Marotta Asset Management | 2,152 | $268.4K | 0.05% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 2,160 | $268.4K | 0.14% | +2,160 | New |
| AllGen Financial Advisors, Inc. | 2,162 | $268.7K | 0.06% | −1,708−44.1% | Reduced |
| tru Independence LLC | 2,165 | $269.0K | 0.13% | +35+1.6% | Added |
| Fagan Associates, Inc. | 2,169 | $269.6K | 0.04% | −415−16.1% | Reduced |
| Dempze Nancy E | 2,172 | $269.9K | 0.15% | −5−0.2% | Reduced |
| HRC Wealth Management, LLC | 2,173 | $270.0K | 0.13% | −36−1.6% | Reduced |
| Grand Wealth Management, LLC | 2,173 | $270.1K | 0.13% | +2,173 | New |
| KRS Capital Management, LLC | 2,173 | $270.1K | 0.17% | +10.0% | Added |
| Traction Financial Partners, LLC | 2,174 | $270.2K | 0.17% | −286−11.6% | Reduced |
| Skyline Advisors, Inc. | 2,179 | $270.8K | 0.09% | +5+0.2% | Added |
| Vision Retirement, LLC | 2,181 | $271.1K | 0.08% | −883−28.8% | Reduced |
| Bravias Capital Group, LLC | 2,184 | $271.4K | 0.18% | −2,158−49.7% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 2,186 | $271.7K | 0.05% | +162+8.0% | Added |
| Opes Wealth Management LLC | 2,200 | $273.4K | 0.05% | −42−1.9% | Reduced |
| Wolff Financial Management LLC | 2,200 | $273.4K | 0.06% | +2+0.1% | Added |
| Madrid Financial Services | 2,200 | $273.4K | 0.16% | +2,200 | New |
| Consolidated Planning Corp | 2,207 | $274.3K | 0.04% | −113,108−98.1% | Reduced |
| Plotkin Financial Advisors, LLC | 2,212 | $274.9K | 0.14% | −58−2.6% | Reduced |
| BankPlus Wealth Management LLC | 2,213 | $275.1K | 0.14% | +2,213 | New |
| Covenant Asset Management, LLC | 2,222 | $276.2K | 0.06% | −10.0% | Reduced |
| Baker Boyer National Bank | 2,224 | $276.4K | 0.08% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 2,226 | $276.7K | 0.10% | −9−0.4% | Reduced |
| Peak Wealth Management LLC | 2,228 | $276.9K | 0.23% | +5+0.2% | Added |
| Financial Planning Fort Collins, LLC | 2,133 | $277.1K | 0.22% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 2,230 | $277.1K | 0.05% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 2,230 | $277.1K | 0.02% | +26+1.2% | Added |
| Prospect Financial Group LLC | 2,236 | $277.9K | 0.26% | +18+0.8% | Added |
| jvl associates llc | 2,236 | $277.9K | 0.09% | +187+9.1% | Added |
| Richard Young Associates, Ltd. | 2,236 | $277.9K | 0.21% | 00.0% | Unchanged |
| GGM Financials LLC | 2,237 | $278.0K | 0.13% | +829+58.9% | Added |
| North Point Portfolio Managers Corp | 2,237 | $278.0K | 0.05% | +2,237 | New |
| Continental Investors Services, Inc. | 2,179 | $278.1K | 0.26% | +134+6.6% | Added |
| North Capital, Inc. | 2,244 | $278.9K | 0.24% | +60+2.7% | Added |
| Sentinel Pension Advisors Inc | 2,247 | $279.3K | 0.04% | +15+0.7% | Added |
| Sava Infond d.o.o. | 2,250 | $279.6K | 0.04% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,253 | $280.0K | 0.11% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,257 | $280.6K | 0.08% | +2,257 | New |
| Rodgers Brothers Inc. | 2,258 | $280.6K | 0.03% | −936−29.3% | Reduced |
| Aspiring Ventures, LLC | 2,261 | $281.0K | 0.09% | +322+16.6% | Added |
| Advantage Trust Co | 2,268 | $281.9K | 0.13% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 2,271 | $282.2K | 0.07% | +20+0.9% | Added |
| Pitti Group Wealth Management, LLC | 2,271 | $282.3K | 0.23% | 00.0% | Unchanged |
| Storen Legacy Partners, LLC | 2,272 | $282.4K | 0.09% | 00.0% | Unchanged |
| Brio Consultants, LLC | 2,162 | $282.7K | 0.03% | −637−22.8% | Reduced |
| Saybrook Capital | 2,275 | $282.7K | 0.08% | 00.0% | Unchanged |
| WorthPointe, LLC | 2,280 | $283.4K | 0.08% | −2,530−52.6% | Reduced |
| Clientfirst Wealth Management, LLC | 2,280 | $283.4K | 0.24% | 00.0% | Unchanged |
| Strategic Financial Group, LLC | 2,280 | $283.4K | 0.29% | +2,280 | New |
| Michael B. Yongue | 2,285 | $284.0K | 0.21% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,282 | $284.0K | 0.01% | +119+5.5% | Added |
| Lloyd Advisory Services, LLC. | 2,285 | $284.0K | 0.08% | +62+2.8% | Added |
| Kingdom Financial Group LLC. | 2,285 | $284.0K | 0.08% | +103+4.7% | Added |
| Global Strategic Investment Solutions, LLC | 2,288 | $284.4K | 0.03% | −66−2.8% | Reduced |
| January Capital Advisors LLC | 2,284 | $284.4K | 0.38% | +2,284 | New |
| McMahon Financial Advisors, LLC | 2,289 | $284.5K | 0.06% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 2,297 | $285.5K | 0.06% | −175−7.1% | Reduced |
| Sollinda Capital Management LLC | 2,299 | $285.7K | 0.07% | −892−28.0% | Reduced |
| Regatta Capital Group, LLC | 2,301 | $286.0K | 0.04% | +435+23.3% | Added |
| Collaborative Wealth Managment Inc. | 2,308 | $286.9K | 0.13% | −4,840−67.7% | Reduced |