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 |
|---|---|---|---|---|---|
| Essential Investment Partners LLC | 3,100 | $385.3K | 0.36% | −100−3.1% | Reduced |
| DDFG, Inc | 3,114 | $387.1K | 0.08% | −438−12.3% | Reduced |
| Templeton & Phillips Capital Management, LLC | 3,117 | $387.4K | 0.32% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,126 | $388.0K | 0.02% | −19,881−86.4% | Reduced |
| Sandy Cove Advisors, LLC | 3,124 | $388.3K | 0.12% | +228+7.9% | Added |
| Tillman Hartley LLC | 3,129 | $388.9K | 0.10% | −2,179−41.1% | Reduced |
| Northeast Financial Group, Inc. | 3,135 | $389.6K | 0.10% | −279−8.2% | Reduced |
| Portland Global Advisors LLC | 3,136 | $389.7K | 0.04% | +897+40.1% | Added |
| Salomon & Ludwin, LLC | 3,099 | $389.8K | 0.03% | −139−4.3% | Reduced |
| Pictet North America Advisors SA | 3,141 | $390.4K | 0.04% | −713−18.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 3,150 | $391.5K | 0.11% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 3,155 | $392.1K | 0.10% | +536+20.5% | Added |
| Darrow Company, Inc. | 3,159 | $392.6K | 0.18% | +55+1.8% | Added |
| Cannon Advisors, Inc. | 3,163 | $393.1K | 0.29% | −10.0% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,168 | $393.7K | 0.07% | −86−2.6% | Reduced |
| Mane Global Capital Management LP | 3,170 | $394.0K | 0.04% | +3,170 | New |
| WP Advisors, LLC | 3,175 | $394.6K | 0.10% | +6+0.2% | Added |
| Heritage Wealth Architects, Inc. | 3,002 | $395.1K | 0.17% | −318−9.6% | Reduced |
| Pasadena Private Wealth, LLC | 3,183 | $395.6K | 0.05% | −710−18.2% | Reduced |
| J. Team Financial, Inc. | 3,185 | $395.9K | 0.44% | −1,294−28.9% | Reduced |
| Altar Rock LLC | 3,182 | $396.2K | 0.47% | +653+25.8% | Added |
| Matrix Asset Advisors Inc | 3,191 | $396.6K | 0.04% | −525−14.1% | Reduced |
| Signet Financial Management, LLC | 3,203 | $398.1K | 0.04% | +336+11.7% | Added |
| Maple Capital Management, Inc. | 3,205 | $398.3K | 0.03% | −411−11.4% | Reduced |
| Curated Wealth Partners LLC | 3,213 | $399.3K | 0.05% | +807+33.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 3,221 | $400.3K | 0.09% | +725+29.0% | Added |
| Financial Concepts Unlimited, Inc. | 3,222 | $400.4K | 0.36% | +3,222 | New |
| Capital Developers, LLC | 3,222 | $400.4K | 0.36% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 3,224 | $400.7K | 0.34% | −47,361−93.6% | Reduced |
| Verus Financial Partners, Inc. | 3,216 | $401.4K | 0.04% | +2+0.1% | Added |
| Tumwater Wealth Management, LLC | 3,240 | $402.7K | 0.16% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 3,241 | $402.8K | 0.00% | −138−4.1% | Reduced |
| Independence Financial Advisors, LLC | 3,243 | $403.0K | 0.12% | −336−9.4% | Reduced |
| Nolet Wealth Management, LLC | 3,246 | $403.4K | 0.23% | +37+1.2% | Added |
| Tower Wealth Partners, Inc. | 3,248 | $403.7K | 0.22% | +286+9.7% | Added |
| Ring Mountain Capital, LLC | 3,249 | $404.0K | 0.22% | −29−0.9% | Reduced |
| Alley Investment Management Company, LLC | 3,251 | $404.0K | 0.05% | −116−3.4% | Reduced |
| Marks Group Wealth Management, Inc | 3,255 | $404.5K | 0.04% | −600−15.6% | Reduced |
| Clarion Wealth Managment Partners, LLC | 3,260 | $405.1K | 0.37% | +115+3.7% | Added |
| Karras Company, Inc. | 3,261 | $405.3K | 0.41% | −142−4.2% | Reduced |
| Ticino Wealth | 3,222 | $405.3K | 0.14% | −1,195−27.1% | Reduced |
| Adams Wealth Management | 3,262 | $405.4K | 0.09% | +119+3.8% | Added |
| CacheTech Inc. | 3,262 | $405.4K | 0.08% | +119+3.8% | Added |
| AXS Investments LLC | 3,263 | $405.5K | 0.16% | −1,524−31.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 3,263 | $405.5K | 0.08% | −25−0.8% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 3,647 | $406.3K | 0.17% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 3,270 | $406.4K | 0.05% | −47−1.4% | Reduced |
| Horizon Wealth Management, LLC | 3,271 | $406.5K | 0.06% | +4+0.1% | Added |
| Invested Advisors | 3,282 | $407.9K | 0.41% | −27−0.8% | Reduced |
| Capstone Wealth Management Group, LLC | 3,282 | $407.9K | 0.17% | +2+0.1% | Added |
| Cora Capital Advisors LLC | 3,284 | $408.2K | 0.14% | −202−5.8% | Reduced |
| Leslie Global Wealth, LLC | 3,285 | $408.3K | 0.22% | −100−3.0% | Reduced |
| Wheels Up Wealth, Inc. | 3,285 | $408.3K | 0.38% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 3,286 | $408.4K | 0.13% | −150−4.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 3,287 | $408.5K | 0.12% | −32−1.0% | Reduced |
| Rainey & Randall Investment Management Inc. | 3,283 | $408.8K | 0.07% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 3,292 | $409.1K | 0.34% | −101−3.0% | Reduced |
| Significant Wealth Partners LLC | 3,293 | $409.2K | 0.50% | −255−7.2% | Reduced |
| Searle & Co. | 3,299 | $410.0K | 0.10% | +400+13.8% | Added |
| HMV Wealth Advisors, LLC | 3,308 | $411.1K | 0.19% | +583+21.4% | Added |
| Schubert & Co | 3,308 | $411.1K | 0.33% | −213−6.0% | Reduced |
| Trinity Legacy Partners, LLC | 3,288 | $411.2K | 0.09% | +3,288 | New |
| Bonfire Financial | 3,303 | $411.3K | 0.31% | +84+2.6% | Added |
| BNB Wealth Management, LLC | 3,310 | $411.4K | 0.26% | +5+0.2% | Added |
| Avid Wealth Partners LLC | 3,315 | $412.2K | 0.19% | +321+10.7% | Added |
| Guardian Wealth Advisors, LLC | 3,317 | $412.3K | 0.24% | −445−11.8% | Reduced |
| Prairiewood Capital, LLC | 3,318 | $412.4K | 0.12% | +300+9.9% | Added |
| Threadgill Financial, LLC | 3,319 | $412.4K | 0.12% | −273−7.6% | Reduced |
| E-Wealth Partners, LLC | 3,321 | $412.8K | 0.33% | +166+5.3% | Added |
| Artesa Financial Group, LLC | 3,322 | $412.8K | 0.39% | +10.0% | Added |
| Hopwood Financial Services, Inc. | 3,326 | $413.4K | 0.28% | −70−2.1% | Reduced |
| Nabity-Jensen Investment Management Inc | 3,328 | $413.6K | 0.29% | +3,328 | New |
| Sandbox Financial Partners, LLC | 3,330 | $413.8K | 0.12% | +5+0.2% | Added |
| Eagle Wealth Strategies LLC | 3,336 | $414.6K | 0.18% | +8+0.2% | Added |
| CDM Financial Counseling Services, Inc. | 3,341 | $415.2K | 0.40% | −275−7.6% | Reduced |
| True Link Financial Advisors, LLC | 3,341 | $415.2K | 0.03% | −304−8.3% | Reduced |
| Asio Capital, LLC | 3,343 | $415.5K | 0.06% | −317−8.7% | Reduced |
| Brand Asset Management Group, Inc. | 3,343 | $415.5K | 0.11% | +1,081+47.8% | Added |
| Cherry Tree Wealth Management, LLC | 3,346 | $415.9K | 0.09% | +17+0.5% | Added |
| Greenwich Wealth Management LLC | 3,344 | $416.0K | 0.02% | +3,344 | New |
| Walsky Investment Management, Inc. | 3,355 | $417.0K | 0.43% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,360 | $417.6K | 0.15% | +30+0.9% | Added |
| Carl P. Sherr & Co., LLC | 3,366 | $418.3K | 0.20% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,381 | $420.2K | 0.02% | −450−11.7% | Reduced |
| Macroview Investment Management LLC | 3,382 | $420.4K | 0.29% | +173+5.4% | Added |
| Scott & Selber, Inc. | 3,383 | $420.4K | 0.11% | +408+13.7% | Added |
| Cloud Capital Management, LLC | 3,385 | $421.0K | 0.18% | −349−9.3% | Reduced |
| Alpine Bank Wealth Management | 3,390 | $421.3K | 0.06% | +1,369+67.7% | Added |
| STAR Financial Bank | 3,397 | $422.2K | 0.20% | −794−18.9% | Reduced |
| Cypress Advisory Group LLC | 3,400 | $422.6K | 0.32% | −3,050−47.3% | Reduced |
| Morton Community Bank | 3,403 | $422.9K | 0.09% | 00.0% | Unchanged |
| Marion Wealth Management | 3,404 | $423.0K | 0.09% | 00.0% | Unchanged |
| Kendall Capital Management | 3,408 | $423.5K | 0.09% | −396−10.4% | Reduced |
| Synergy Financial Group, LTD | 3,409 | $423.7K | 0.32% | +381+12.6% | Added |
| Barlow Wealth Partners, Inc. | 3,326 | $424.1K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,416 | $424.5K | 0.10% | −2,655−43.7% | Reduced |
| Carrera Capital Advisors | 3,416 | $425.4K | 0.07% | −107−3.0% | Reduced |
| Meadowbrook Wealth Management, LLC | 3,424 | $425.5K | 0.56% | −325−8.7% | Reduced |
| K.J. Harrison & Partners Inc | 3,437 | $427.1K | 0.07% | +33+1.0% | Added |
| Marietta Investment Partners LLC | 3,443 | $427.9K | 0.09% | 00.0% | Unchanged |