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 |
|---|---|---|---|---|---|
| Longview Financial Advisors, Inc. | 2,586 | $321.5K | 0.20% | −1,659−39.1% | Reduced |
| Mustico Financial Group, Inc. | 2,113 | $322.5K | 0.24% | +2,113 | New |
| Financial Network Wealth Advisors LLC | 2,597 | $322.8K | 0.33% | −68−2.6% | Reduced |
| Northstar Advisory Group, LLC | 2,602 | $323.3K | 0.12% | −37−1.4% | Reduced |
| Alterna Wealth Management, Inc | 2,603 | $323.5K | 0.25% | 00.0% | Unchanged |
| Resolute Partners Group | 2,598 | $323.5K | 0.13% | +2,598 | New |
| Warner Group LLC | 2,605 | $323.8K | 0.21% | −5−0.2% | Reduced |
| East Coast Asset Management, LLC. | 2,605 | $323.8K | 0.11% | −125−4.6% | Reduced |
| Pennsylvania Capital Management Inc | 2,611 | $324.5K | 0.09% | +177+7.3% | Added |
| Barings LLC | 2,614 | $324.9K | 0.01% | +2,614 | New |
| Washburn Capital Management, Inc. | 2,614 | $324.9K | 0.19% | −188−6.7% | Reduced |
| Stockman Wealth Management, Inc. | 2,617 | $325.2K | 0.04% | +56+2.2% | Added |
| Financial Symmetry Inc | 2,468 | $325.6K | 0.12% | +41+1.7% | Added |
| Avenue 1 Advisors, LLC | 2,622 | $325.9K | 0.10% | −40−1.5% | Reduced |
| Bedminster, LLC | 2,625 | $326.2K | 0.30% | 00.0% | Unchanged |
| Tribridge Partners Financial LLC | 2,594 | $326.3K | 0.14% | −10.0% | Reduced |
| Camelot Portfolios, LLC | 2,626 | $326.4K | 0.25% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 2,627 | $326.5K | 0.10% | +18+0.7% | Added |
| Bull Street Advisors, LLC | 2,630 | $327.0K | 0.16% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,635 | $327.5K | 0.07% | +605+29.8% | Added |
| Veridan Wealth LLC | 2,637 | $327.8K | 0.12% | −147−5.3% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 2,640 | $328.2K | 0.04% | −9−0.3% | Reduced |
| Millington Financial Advisors, LLC | 2,574 | $328.4K | 0.14% | +15+0.6% | Added |
| Omnitrust Wealth Management, Inc | 2,648 | $329.1K | 0.43% | +15+0.6% | Added |
| Prudent Investors Network | 2,651 | $329.5K | 0.07% | +291+12.3% | Added |
| Carroll Investors, Inc | 2,654 | $329.8K | 0.18% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 2,654 | $329.8K | 0.09% | +65+2.5% | Added |
| Taylor Financial Group, Inc. | 2,660 | $330.6K | 0.20% | −1,800−40.4% | Reduced |
| Sand Hill Global Advisors, LLC | 2,660 | $330.6K | 0.01% | +2,660 | New |
| Prudent Man Investment Management, Inc. | 2,969 | $330.8K | 0.11% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 2,662 | $330.8K | 0.10% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2,662 | $330.9K | 0.06% | +10.0% | Added |
| Griffith & Werner, Inc. | 2,662 | $330.9K | 0.16% | −21−0.8% | Reduced |
| Garrison Bradford & Associates Inc | 2,664 | $331.1K | 0.37% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 2,668 | $331.5K | 0.05% | +148+5.9% | Added |
| Harvest Investment Services, LLC | 2,670 | $331.8K | 0.06% | +154+6.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,670 | $331.9K | 0.10% | +51+1.9% | Added |
| BlueStem Wealth Partners, LLC | 2,674 | $332.3K | 0.04% | +108+4.2% | Added |
| Peck Wealth Management, LLC | 2,674 | $332.3K | 0.33% | −200−7.0% | Reduced |
| Creative Capital Management Investments LLC | 2,677 | $332.7K | 0.10% | +21+0.8% | Added |
| Green Square Capital Advisors LLC | 2,677 | $332.7K | 0.04% | +473+21.5% | Added |
| Harmony Asset Management LLC | 2,680 | $333.1K | 0.10% | +123+4.8% | Added |
| Intrinsic Value Partners, LLC | 2,691 | $334.4K | 0.26% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 2,692 | $334.6K | 0.07% | +10.0% | Added |
| Provident Wealth Management, LLC | 2,694 | $334.8K | 0.10% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,700 | $335.6K | 0.09% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 2,700 | $335.6K | 0.06% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,702 | $335.8K | 0.08% | +523+24.0% | Added |
| WealthCollab, LLC | 2,702 | $335.8K | 0.14% | 00.0% | Unchanged |
| John Boyer, Inc. | 2,706 | $336.2K | 0.34% | +285+11.8% | Added |
| Lafayette Investments, Inc. | 2,711 | $336.9K | 0.07% | +217+8.7% | Added |
| Colorado Capital Management, Inc. | 2,715 | $337.0K | 0.13% | +4+0.1% | Added |
| Sterling Manor Financial, LLC | 2,714 | $337.2K | 0.21% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 2,754 | $337.3K | 0.17% | +1,200+77.2% | Added |
| Penn Davis McFarland Inc | 2,720 | $338.0K | 0.03% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 2,723 | $338.4K | 0.02% | −159−5.5% | Reduced |
| Francis Financial, Inc. | 2,724 | $338.6K | 0.06% | +102+3.9% | Added |
| Koss-Olinger Consulting, LLC | 2,728 | $339.0K | 0.03% | −1,090−28.5% | Reduced |
| Frazier Financial Advisors, LLC | 2,732 | $339.5K | 0.19% | +370+15.7% | Added |
| Chung Wu Investment Group, LLC | 2,734 | $339.8K | 0.29% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 2,735 | $339.9K | 0.09% | −68−2.4% | Reduced |
| Miller Wealth Advisors, LLC | 2,736 | $340.0K | 0.13% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 2,736 | $340.0K | 0.20% | +39+1.4% | Added |
| Kure Advisory, LLC | 2,737 | $340.2K | 0.19% | +390+16.6% | Added |
| Flagstone Financial Management | 2,745 | $341.1K | 0.08% | 00.0% | Unchanged |
| Talbot Financial, LLC | 2,745 | $341.1K | 0.03% | −1,563−36.3% | Reduced |
| Yoder Wealth Management, Inc. | 2,749 | $341.6K | 0.16% | +188+7.3% | Added |
| McDonald Partners LLC | 2,750 | $341.8K | 0.08% | +510+22.8% | Added |
| Journey Retirement Planning & Investment Management LLC | 2,750 | $341.8K | 0.30% | −6,350−69.8% | Reduced |
| Breachway Investments LLC | 2,742 | $342.0K | 0.33% | +3+0.1% | Added |
| Seldon Capital LP | 2,754 | $342.3K | 0.13% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 2,756 | $342.6K | 0.27% | 00.0% | Unchanged |
| Legacy Wealth Partners, LLC | 2,758 | $342.8K | 0.09% | +17+0.6% | Added |
| Security National Bank | 2,770 | $344.3K | 0.05% | +67+2.5% | Added |
| GuidedMoney, LLC | 2,775 | $344.9K | 0.18% | 00.0% | Unchanged |
| Northland Securities, Inc. | 2,777 | $345.1K | 0.33% | −149−5.1% | Reduced |
| Curry Webb Wealth Management LLC | 2,786 | $346.2K | 0.16% | +171+6.5% | Added |
| Twin Lakes Capital Management, LLC | 2,792 | $347.0K | 0.16% | −545−16.3% | Reduced |
| APCM Wealth Management for Individuals | 2,792 | $347.1K | 0.04% | −27−1.0% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,788 | $347.2K | 0.10% | −715−20.4% | Reduced |
| Old Peak Finance LLC | 2,794 | $347.2K | 0.20% | +77+2.8% | Added |
| Dahring | Cusmano LLC | 2,796 | $347.5K | 0.21% | −276−9.0% | Reduced |
| Beckerman Institutional, LLC | 2,798 | $347.8K | 0.18% | −22−0.8% | Reduced |
| Pictet & Cie (Europe) SA | 2,800 | $348.0K | 0.01% | −2,012−41.8% | Reduced |
| Lane Brothers & Co Inc | 2,805 | $348.6K | 0.25% | +10.0% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 2,809 | $349.1K | 0.16% | −1,171−29.4% | Reduced |
| truNorth Financial Services, Inc. | 2,810 | $349.2K | 0.36% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 2,814 | $349.7K | 0.25% | +6+0.2% | Added |
| Mindset Wealth Management, LLC | 2,815 | $349.9K | 0.09% | −555−16.5% | Reduced |
| Graham Capital Wealth Management, LLC | 2,821 | $350.6K | 0.31% | +60+2.2% | Added |
| Accelerate Investment Advisors LLC | 2,824 | $351.0K | 0.23% | −563−16.6% | Reduced |
| Landaas & Co | 2,825 | $351.1K | 0.08% | +10.0% | Added |
| Maimon Wealth Management Ltd. | 2,844 | $351.2K | 0.31% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 2,826 | $351.3K | 0.11% | +50+1.8% | Added |
| Snowwater Investment Partners, LLC | 2,830 | $352.4K | 0.33% | −10−0.4% | Reduced |
| Prospera Capital Management, LLC | 2,836 | $352.5K | 0.18% | +10.0% | Added |
| Buttonwood Financial Advisors Inc. | 2,843 | $353.3K | 0.12% | −367−11.4% | Reduced |
| Sachetta, LLC | 2,843 | $353.4K | 0.19% | +43+1.5% | Added |
| Bruce G. Allen Investments, LLC | 2,845 | $353.6K | 0.23% | −193−6.4% | Reduced |
| Chapman Financial Group, LLC | 2,850 | $354.2K | 0.25% | 00.0% | Unchanged |