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
- 4,468
- +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 |
|---|---|---|---|---|---|
| Chapman Financial Group, LLC | 2,850 | $354.2K | 0.25% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,850 | $354.2K | 0.06% | +300+11.8% | Added |
| VectorGlobal IAG, Inc. | 2,850 | $354.2K | 0.09% | +2,850 | New |
| AdviceOne Advisory Services, LLC | 2,853 | $354.6K | 0.21% | −203−6.6% | Reduced |
| Abound Wealth Management | 2,856 | $355.0K | 0.08% | +26+0.9% | Added |
| Vilga Financial Planning LLC | 2,857 | $355.1K | 0.32% | −56−1.9% | Reduced |
| ETF Portfolio Partners, Inc. | 2,859 | $355.3K | 0.09% | 00.0% | Unchanged |
| Awm Capital, LLC | 2,859 | $355.4K | 0.03% | +131+4.8% | Added |
| Stanley-Laman Group, Ltd. | 2,860 | $355.4K | 0.04% | +2,860 | New |
| Cherrydale Wealth Management, LLC | 2,863 | $355.8K | 0.11% | −16−0.6% | Reduced |
| Sterneck Capital Management, LLC | 2,866 | $356.2K | 0.16% | −81−2.7% | Reduced |
| J.Safra Asset Management Corp | 2,866 | $356.2K | 0.02% | +89+3.2% | Added |
| Kapstone Financial Advisors LLC | 2,869 | $356.6K | 0.17% | +659+29.8% | Added |
| Sage Investment Counsel LLC | 2,878 | $357.7K | 0.40% | −120−4.0% | Reduced |
| Dynasty Wealth Management, LLC | 2,881 | $358.0K | 0.00% | +221+8.3% | Added |
| Counterweight Ventures, LLC | 2,882 | $358.2K | 0.20% | +382+15.3% | Added |
| JBR Co Financial Management Inc | 3,222 | $359.0K | 0.15% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,889 | $359.0K | 0.04% | +998+52.8% | Added |
| KDT Advisors, LLC | 2,890 | $359.2K | 0.57% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 2,890 | $359.2K | 0.12% | −38−1.3% | Reduced |
| Journey Beyond Wealth, LLC | 2,891 | $359.3K | 0.31% | −10−0.3% | Reduced |
| Cornerstone Planning Group LLC | 2,758 | $360.6K | 0.05% | +419+17.9% | Added |
| Lexington Hill Partners, LLC | 2,902 | $360.7K | 0.20% | +895+44.6% | Added |
| Post Resch Tallon Group Inc. | 2,921 | $360.9K | 0.29% | +5+0.2% | Added |
| 1015 Capital Partners, LLC | 2,911 | $361.8K | 0.35% | +155+5.6% | Added |
| Exit Wealth Advisors, LLC. | 2,912 | $361.9K | 0.19% | +8+0.3% | Added |
| Dakota Community Bank & Trust NA | 2,912 | $361.9K | 1.22% | −150−4.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 2,918 | $362.6K | 0.21% | −554−16.0% | Reduced |
| Almanack Investment Partners, LLC. | 2,924 | $363.4K | 0.06% | +288+10.9% | Added |
| Amicus Financial Advisors, LLC | 2,939 | $365.3K | 0.10% | +150+5.4% | Added |
| Astoria Portfolio Advisors LLC. | 2,863 | $365.3K | 0.08% | −127−4.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,940 | $365.4K | 0.12% | −10−0.3% | Reduced |
| Adapt Wealth Advisors, LLC | 2,943 | $365.8K | 0.13% | 00.0% | Unchanged |
| Palatine Hill Wealth Management, LLC | 2,948 | $366.4K | 0.32% | +8+0.3% | Added |
| Avaii Wealth Management, LLC | 2,948 | $366.4K | 0.13% | −89−2.9% | Reduced |
| Schwartz Investment Counsel Inc | 2,950 | $366.6K | 0.01% | −100−3.3% | Reduced |
| Rare Wolf Capital LLC | 2,951 | $366.8K | 0.24% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 2,945 | $366.9K | 0.16% | −529−15.2% | Reduced |
| Professional Advisory Services Inc | 2,950 | $367.0K | 0.05% | +100+3.5% | Added |
| Acorn Financial Advisory Services Inc | 2,954 | $367.1K | 0.05% | −14−0.5% | Reduced |
| Grantvest Financial Group LLC | 2,955 | $367.2K | 0.24% | −225−7.1% | Reduced |
| Values Added Financial LLC | 2,955 | $367.2K | 0.15% | −50−1.7% | Reduced |
| Leisure Capital Management | 2,957 | $367.5K | 0.13% | −29−1.0% | Reduced |
| Harbour Investment Management LLC | 2,960 | $368.6K | 0.20% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 2,973 | $369.5K | 0.23% | +163+5.8% | Added |
| RAM Investment Partners, LLC | 2,974 | $369.6K | 0.06% | +1,276+75.1% | Added |
| 1248 Management, LLC | 2,970 | $369.8K | 0.17% | 00.0% | Unchanged |
| Ridgeline Wealth Planning, LLC | 2,976 | $369.9K | 0.27% | −487−14.1% | Reduced |
| Attessa Capital LLC | 2,976 | $369.9K | 0.20% | −43−1.4% | Reduced |
| Hill Island Financial LLC | 2,978 | $370.1K | 0.09% | +58+2.0% | Added |
| BCU Wealth Advisors, LLC | 2,978 | $370.1K | 0.14% | +4+0.1% | Added |
| Redwood Financial Network Corp | 2,981 | $370.4K | 0.24% | −1,883−38.7% | Reduced |
| Bravera Wealth | 2,981 | $370.5K | 0.17% | +199+7.2% | Added |
| Portfolio Strategies, Inc. | 2,981 | $370.5K | 0.05% | +2,981 | New |
| Palisades Hudson Asset Management, L.P. | 2,990 | $371.0K | 0.14% | −1,300−30.3% | Reduced |
| Warner Financial, Inc | 2,984 | $371.0K | 0.13% | 00.0% | Unchanged |
| Entrewealth, LLC | 2,985 | $371.0K | 0.17% | +142+5.0% | Added |
| Saxony Capital Management, LLC | 2,988 | $371.3K | 0.22% | +355+13.5% | Added |
| Crusonia Wealth Advisors LLC | 2,988 | $371.3K | 0.08% | +796+36.3% | Added |
| First Financial Group Corp | 2,990 | $371.6K | 0.30% | +10+0.3% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,000 | $372.0K | 0.24% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 2,997 | $372.5K | 0.04% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 3,000 | $372.8K | 0.15% | 00.0% | Unchanged |
| NWK Group, Inc. | 3,000 | $372.8K | 0.14% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 3,000 | $372.8K | 0.09% | 00.0% | Unchanged |
| Dynamic Financial Group | 3,006 | $373.6K | 0.31% | +10.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,012 | $374.0K | 0.02% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 3,011 | $374.2K | 0.18% | −228−7.0% | Reduced |
| Powell Investment Advisors, LLC | 3,006 | $374.3K | 0.13% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 3,012 | $374.3K | 0.00% | −164−5.2% | Reduced |
| Heron Bay Capital Management | 3,012 | $374.3K | 0.03% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,013 | $374.5K | 0.09% | +830+38.0% | Added |
| Baring Financial LLC | 3,016 | $374.8K | 0.23% | +146+5.1% | Added |
| Ritter Daniher Financial Advisory LLC | 3,021 | $375.4K | 0.06% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 3,021 | $375.4K | 0.04% | +3,021 | New |
| GatePass Capital, LLC | 3,025 | $375.9K | 0.18% | +262+9.5% | Added |
| Notis-McConarty Edward | 3,030 | $376.6K | 0.19% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 3,039 | $377.7K | 0.09% | +3,039 | New |
| Chase Investment Counsel Corp | 3,048 | $378.0K | 0.10% | +3,048 | New |
| 1776 Wealth LLC | 3,043 | $378.2K | 0.15% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 3,044 | $378.3K | 0.28% | +44+1.5% | Added |
| Lighthouse Investment Partners, LLC | 3,050 | $379.1K | 0.01% | −30,977−91.0% | Reduced |
| SPWM Advisors LLC | 2,908 | $379.1K | 0.33% | +470+19.3% | Added |
| Lakeshore Financial Planning, Inc. | 3,051 | $379.2K | 0.14% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 3,054 | $379.6K | 0.11% | 00.0% | Unchanged |
| Fiscal Wisdom Wealth Management, LLC | 3,063 | $380.6K | 0.37% | −250−7.5% | Reduced |
| Wellington-Altus USA Inc. | 3,366 | $381.2K | 0.23% | +60+1.8% | Added |
| Fortis Advisors, LLC | 3,070 | $381.5K | 0.19% | 00.0% | Unchanged |
| Legacy Trust | 3,070 | $381.5K | 0.07% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 3,072 | $381.8K | 0.02% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 3,074 | $382.1K | 0.04% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 3,076 | $382.3K | 0.18% | −4,185−57.6% | Reduced |
| Daviman Financial, LLC | 3,086 | $383.6K | 0.23% | +445+16.8% | Added |
| Ellis Investment Partners, LLC | 3,087 | $383.7K | 0.07% | −63−2.0% | Reduced |
| Cpwa, LLC | 3,010 | $384.1K | 0.46% | +3,010 | New |
| Arch Global Advisors, LLC | 3,093 | $384.4K | 0.20% | +3,093 | New |
| Pioneer Family Office, LLC | 3,097 | $384.9K | 0.25% | −10−0.3% | Reduced |
| Mascagni Wealth Management, Inc. | 3,099 | $385.2K | 0.27% | 00.0% | Unchanged |
| BCM Advisors, LLC | 2,956 | $385.3K | 0.08% | +90+3.1% | Added |
| Intact Investment Management Inc. | 3,100 | $385.3K | 0.01% | −300−8.8% | Reduced |