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 |
|---|---|---|---|---|---|
| Reston Wealth Management LLC | 2,309 | $287.0K | 0.09% | −2−0.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,310 | $287.1K | 0.15% | 00.0% | Unchanged |
| Avant Capital LLC | 2,313 | $287.5K | 0.20% | +33+1.4% | Added |
| Keeler Thomas Management LLC | 2,314 | $287.6K | 0.12% | +16+0.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,200 | $287.7K | 0.15% | −900−29.0% | Reduced |
| Prepared Retirement Institute LLC | 2,319 | $288.2K | 0.14% | −1,200−34.1% | Reduced |
| Boothbay Fund Management, LLC | 2,323 | $288.7K | 0.01% | −104,645−97.8% | Reduced |
| Kaufman Rossin Wealth, LLC | 2,324 | $288.8K | 0.17% | −542−18.9% | Reduced |
| Ti-Trust, Inc | 2,325 | $289.0K | 0.17% | +150+6.9% | Added |
| Master's Wealth Management Inc. | 2,328 | $289.3K | 0.10% | +2,328 | New |
| Northstar Asset Management Inc | 2,329 | $289.4K | 0.09% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 2,330 | $289.6K | 0.17% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 2,332 | $289.8K | 0.18% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 2,333 | $289.9K | 0.14% | −1,266−35.2% | Reduced |
| Madrona Financial Services, LLC | 2,339 | $290.7K | 0.06% | +6+0.3% | Added |
| Howard Bailey Securities, LLC | 2,339 | $290.7K | 0.12% | −54−2.3% | Reduced |
| Clear Investment Research, LLC | 2,342 | $291.0K | 0.46% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 2,345 | $291.4K | 0.04% | +98+4.4% | Added |
| DAGCO, Inc. | 2,347 | $291.7K | 0.06% | +958+69.0% | Added |
| Parisi Gray Wealth Management | 2,347 | $291.7K | 0.07% | +63+2.8% | Added |
| Alliance Wealth Advisors, LLC | 2,348 | $291.9K | 0.06% | +152+6.9% | Added |
| Darwin Advisors, LLC | 2,350 | $292.1K | 0.09% | −14,246−85.8% | Reduced |
| Andrews Advisory Associates, LLC | 2,352 | $292.3K | 0.15% | −41−1.7% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,631 | $293.1K | 0.03% | +122+4.9% | Added |
| Imprint Wealth LLC | 2,359 | $293.2K | 1.34% | −145−5.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,360 | $293.3K | 0.06% | −357−13.1% | Reduced |
| Atlas Private Wealth Advisors | 2,366 | $294.0K | 0.07% | −537−18.5% | Reduced |
| McCollum Christoferson Group LLC | 2,367 | $294.2K | 0.09% | −174−6.8% | Reduced |
| Rubicon Advisors, GP | 2,370 | $294.5K | 0.26% | +349+17.3% | Added |
| Hidden Cove Wealth Management, LLC | 2,371 | $294.7K | 0.19% | −405−14.6% | Reduced |
| Howard Wealth Management, LLC | 2,374 | $295.0K | 0.12% | 00.0% | Unchanged |
| Kilter Group LLC | 2,376 | $295.3K | 0.13% | −482−16.9% | Reduced |
| Coco Enterprises, LLC | 2,340 | $295.6K | 0.15% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,388 | $296.8K | 0.07% | −715−23.0% | Reduced |
| Dala Group, LLC | 2,416 | $297.7K | 0.25% | +561+30.2% | Added |
| Base Wealth Management LLC | 2,397 | $297.9K | 0.17% | −209−8.0% | Reduced |
| Milestones Private Investment Advisors LLC | 2,400 | $298.3K | 0.26% | −4,499−65.2% | Reduced |
| Global Wealth Management, LLC | 2,401 | $298.4K | 0.16% | +5+0.2% | Added |
| Raffa Wealth Management, LLC | 2,404 | $298.7K | 0.05% | +151+6.7% | Added |
| Matauro, LLC | 2,405 | $298.8K | 0.04% | +10.0% | Added |
| Tripletail Wealth Management, LLC | 2,378 | $299.1K | 0.41% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 2,408 | $299.3K | 0.25% | −945−28.2% | Reduced |
| Aristotle Capital Management, LLC | 2,415 | $300.1K | 0.00% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 2,430 | $302.0K | 0.09% | +2,430 | New |
| Altiora Financial Group, LLC | 2,431 | $302.1K | 0.05% | 00.0% | Unchanged |
| Private Management Group Inc | 2,438 | $303.0K | 0.01% | −559−18.7% | Reduced |
| Cornerstone Financial Management LLC | 2,440 | $303.2K | 0.28% | +52+2.2% | Added |
| RFG Holdings, Inc. | 2,441 | $303.5K | 0.08% | −303−11.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 2,445 | $303.9K | 0.15% | +187+8.3% | Added |
| ACT Advisors, LLC. | 2,448 | $304.3K | 0.13% | +198+8.8% | Added |
| Hallmark Capital Management Inc | 2,450 | $304.5K | 0.02% | −291−10.6% | Reduced |
| Connective Capital Management, LLC | 2,451 | $304.6K | 0.25% | +2,451 | New |
| Integrity Wealth Solutions LLC | 2,453 | $304.9K | 0.12% | +249+11.3% | Added |
| Capital Asset Managemnet, LLC | 2,457 | $305.4K | 0.34% | −36−1.4% | Reduced |
| Gallacher Capital Management LLC | 2,462 | $306.0K | 0.12% | −11−0.4% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 2,468 | $306.7K | 0.14% | +36+1.5% | Added |
| Red Lighthouse Investment Management, LLC | 2,468 | $306.7K | 0.10% | +2,468 | New |
| Seven Springs Wealth Group, LLC | 2,474 | $307.5K | 0.07% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,479 | $308.2K | 0.04% | 00.0% | Unchanged |
| Gambit Capital Management, LLC | 2,482 | $308.5K | 0.22% | −548−18.1% | Reduced |
| Holistic Financial Partners | 2,482 | $308.5K | 0.11% | +388+18.5% | Added |
| SkyOak Wealth, LLC | 2,483 | $308.6K | 0.06% | +25+1.0% | Added |
| Harbour Capital Advisors, LLC | 2,375 | $308.7K | 0.06% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,490 | $309.4K | 0.06% | +10.0% | Added |
| Old North State Wealth Management, LLC | 2,487 | $309.6K | 0.14% | +74+3.1% | Added |
| IVC Wealth Advisors LLC | 2,495 | $310.1K | 0.13% | +146+6.2% | Added |
| Roof Eidam & Maycock | 2,495 | $310.1K | 0.07% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 2,500 | $310.7K | 0.05% | 00.0% | Unchanged |
| Purewater Capital LLC | 2,501 | $310.8K | 0.30% | +2,501 | New |
| Arta Finance Wealth Management LLC | 2,501 | $310.8K | 0.15% | +65+2.7% | Added |
| Chiron Capital Management, LLC | 2,505 | $311.3K | 0.32% | +2,505 | New |
| Sharpepoint LLC | 2,516 | $312.7K | 0.19% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 2,523 | $312.9K | 0.53% | +2,500+10,869.6% | Added |
| Independent Family Office, LLC | 2,520 | $313.2K | 0.13% | 00.0% | Unchanged |
| Alesco Advisors LLC | 2,529 | $314.3K | 0.01% | +558+28.3% | Added |
| ISAM Funds (UK) Ltd | 2,532 | $314.7K | 0.16% | +2,532 | New |
| Cathy Pareto & Associates, Inc | 2,535 | $315.0K | 0.21% | +5+0.2% | Added |
| Barton Investment Management | 2,535 | $315.1K | 0.04% | 00.0% | Unchanged |
| Cosner Financial Group, LLC | 2,537 | $315.3K | 0.17% | +53+2.1% | Added |
| Fiduciary Wealth Partners, LLC | 2,538 | $315.4K | 0.21% | −400−13.6% | Reduced |
| Blankinship & Foster, LLC | 2,538 | $315.4K | 0.07% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 2,538 | $315.5K | 0.10% | −2,195−46.4% | Reduced |
| DMG Group, LLC | 2,540 | $315.7K | 0.21% | +2,540 | New |
| HighRoad Wealth Advisors, LLC | 2,542 | $315.9K | 0.31% | +67+2.7% | Added |
| Astra Wealth Partners LLC | 2,550 | $316.9K | 0.20% | +168+7.1% | Added |
| Hanover Advisors Inc | 2,550 | $316.9K | 0.13% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 2,550 | $316.9K | 0.07% | +83+3.4% | Added |
| Financial Planning Navigators CORP | 2,554 | $317.4K | 0.14% | +718+39.1% | Added |
| Peak Retirement Planning, Inc. | 2,555 | $317.6K | 0.07% | +286+12.6% | Added |
| Juncture Wealth Strategies, LLC | 2,560 | $318.2K | 0.11% | −27−1.0% | Reduced |
| Spectrum Advisors, Inc. | 2,566 | $319.0K | 0.25% | +2,566 | New |
| Dash Acquisitions Inc. | 2,495 | $319.2K | 0.07% | +156+6.7% | Added |
| Sage Investment Advisers LLC | 2,562 | $319.6K | 0.24% | −99−3.7% | Reduced |
| Key Capital Management, INC | 2,572 | $319.6K | 0.21% | −62−2.4% | Reduced |
| Sierra Ocean, LLC | 2,573 | $319.8K | 0.26% | −268−9.4% | Reduced |
| HBE Wealth Management, LLC | 2,577 | $320.2K | 0.28% | +104+4.2% | Added |
| Citrine Capital LLC | 2,580 | $320.6K | 0.14% | +2,580 | New |
| Opus Capital Group, LLC | 2,585 | $321.0K | 0.03% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 2,583 | $321.0K | 0.22% | −149−5.5% | Reduced |
| McDaniel Terry & Co | 2,586 | $321.4K | 0.03% | −18−0.7% | Reduced |