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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 82,667 | $10.3M | 0.32% | −2,061−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 82,434 | $10.2M | 0.65% | +46,488+129.3% | Added |
| Summit Financial Strategies, Inc. | 82,409 | $10.2M | 0.81% | −1,250−1.5% | Reduced |
| Ar Asset Management Inc | 82,265 | $10.2M | 1.98% | +1,965+2.4% | Added |
| Kovack Advisors, Inc. | 82,063 | $10.2M | 0.55% | +2,346+2.9% | Added |
| Thompson Siegel & Walmsley LLC | 81,974 | $10.2M | 0.18% | −10,361−11.2% | Reduced |
| Annandale Capital, LLC | 81,833 | $10.2M | 1.67% | −3,812−4.5% | Reduced |
| International Assets Investment Management, LLC | 81,431 | $10.2M | 0.71% | +1,476+1.8% | Added |
| Penobscot Investment Management Company, Inc. | 81,694 | $10.2M | 0.79% | +165+0.2% | Added |
| Ballentine Partners, LLC | 81,647 | $10.1M | 0.14% | +4,383+5.7% | Added |
| SevenBridge Financial Group, LLC | 77,886 | $10.1M | 1.59% | −2,161−2.7% | Reduced |
| Busey Wealth Management | 81,457 | $10.1M | 0.27% | −4,879−5.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 80,993 | $10.1M | 1.21% | +80,993 | New |
| Fideuram Asset Management (Ireland) dac | 83,348 | $10.1M | 1.29% | +17,593+26.8% | Added |
| Meridian Management Co | 80,847 | $10.0M | 2.50% | 00.0% | Unchanged |
| Alteri Wealth LLC | 80,675 | $10.0M | 3.25% | −1,404−1.7% | Reduced |
| Regal Investment Advisors LLC | 80,203 | $9.97M | 0.58% | −901−1.1% | Reduced |
| Cordatus Wealth Management LLC | 80,148 | $9.96M | 2.37% | −521−0.6% | Reduced |
| Bridges Investment Management Inc | 80,114 | $9.96M | 0.13% | −7,792−8.9% | Reduced |
| Haverford Trust Co | 80,092 | $9.95M | 0.09% | −2,359−2.9% | Reduced |
| HORAN Wealth, LLC | 81,544 | $9.93M | 0.94% | +29,184+55.7% | Added |
| Equitable Trust Co | 79,774 | $9.91M | 0.46% | +8,262+11.6% | Added |
| Quest Investment Management LLC | 79,740 | $9.91M | 1.16% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 79,691 | $9.90M | 2.15% | −2,298−2.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 79,674 | $9.90M | 3.27% | −8,391−9.5% | Reduced |
| Smartleaf Asset Management LLC | 80,089 | $9.89M | 0.36% | +4,180+5.5% | Added |
| Scissortail Wealth Management, LLC | 79,497 | $9.88M | 1.98% | −19,529−19.7% | Reduced |
| Kavar Capital Partners Group, LLC | 79,104 | $9.83M | 1.23% | −1,756−2.2% | Reduced |
| Ameritas Advisory Services, LLC | 79,087 | $9.83M | 0.38% | −1,572−1.9% | Reduced |
| Nations Financial Group Inc, | 78,896 | $9.81M | 0.51% | +5,753+7.9% | Added |
| Legacy Wealth Management, LLC | 78,804 | $9.79M | 2.79% | −417−0.5% | Reduced |
| Naviter Wealth, LLC | 78,416 | $9.77M | 1.22% | −4,365−5.3% | Reduced |
| Wedmont Private Capital | 76,664 | $9.76M | 0.31% | +3,319+4.5% | Added |
| Knights of Columbus Asset Advisors LLC | 78,310 | $9.73M | 0.55% | +7,366+10.4% | Added |
| Evercore Wealth Management, LLC | 78,258 | $9.73M | 0.15% | −1,062−1.3% | Reduced |
| Evolve Private Wealth, LLC | 78,120 | $9.71M | 0.52% | −10,101−11.4% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 77,981 | $9.69M | 2.75% | +1,246+1.6% | Added |
| Strategic Blueprint, LLC | 77,584 | $9.64M | 0.56% | −13,474−14.8% | Reduced |
| MidFirst Bank | 77,491 | $9.63M | 0.80% | −9,473−10.9% | Reduced |
| Wendell David Associates Inc | 77,479 | $9.63M | 1.05% | −100−0.1% | Reduced |
| Kesler, Norman & Wride, LLC | 77,307 | $9.61M | 1.65% | −290.0% | Reduced |
| Occidental Asset Management, LLC | 77,250 | $9.60M | 1.14% | +2,479+3.3% | Added |
| Gibraltar Capital Management, Inc. | 76,714 | $9.53M | 1.64% | −45−0.1% | Reduced |
| Somerset Trust Co | 76,601 | $9.52M | 2.92% | −320.0% | Reduced |
| Capital International Ltd | 76,416 | $9.50M | 0.35% | +19,185+33.5% | Added |
| West Branch Capital LLC | 76,347 | $9.49M | 2.54% | +243+0.3% | Added |
| Proficio Capital Partners LLC | 76,228 | $9.47M | 0.51% | +53+0.1% | Added |
| Journey Advisory Group, LLC | 76,547 | $9.42M | 0.81% | −10,787−12.4% | Reduced |
| Old National Bancorp | 75,415 | $9.37M | 0.16% | −3,120−4.0% | Reduced |
| GKV Capital Management Co., Inc. | 74,975 | $9.32M | 3.49% | +1,904+2.6% | Added |
| Capital City Trust Co | 74,970 | $9.32M | 2.13% | −330.0% | Reduced |
| Asset Dedication, LLC | 74,773 | $9.29M | 0.65% | −7,069−8.6% | Reduced |
| HBK Sorce Advisory LLC | 71,226 | $9.29M | 0.19% | −396−0.6% | Reduced |
| Millennium Capital Advisors, LLC | 74,706 | $9.28M | 5.71% | −369−0.5% | Reduced |
| Citizens National Bank Trust Department | 74,689 | $9.28M | 1.55% | +4,103+5.8% | Added |
| Jamison Private Wealth Management, Inc. | 74,208 | $9.22M | 1.12% | +1,172+1.6% | Added |
| Deltec Asset Management LLC | 73,982 | $9.19M | 1.69% | −40,285−35.3% | Reduced |
| Horrell Capital Management, Inc. | 73,941 | $9.19M | 4.19% | −5,979−7.5% | Reduced |
| Bridgelight Financial Advisors, Inc. | 73,883 | $9.18M | 7.78% | −128−0.2% | Reduced |
| Bank of Hawaii | 73,736 | $9.16M | 0.48% | −974−1.3% | Reduced |
| Anchor Investment Management, LLC | 73,630 | $9.15M | 0.76% | +257+0.4% | Added |
| German American Bancorp, Inc. | 73,616 | $9.15M | 0.79% | +507+0.7% | Added |
| Baader Bank INC | 73,279 | $9.10M | 0.90% | −15,415−17.4% | Reduced |
| Contravisory Investment Management, Inc. | 73,148 | $9.09M | 1.86% | −3,067−4.0% | Reduced |
| Estabrook Capital Management | 73,132 | $9.09M | 1.33% | −374−0.5% | Reduced |
| Boston Private Wealth LLC | 73,131 | $9.09M | 0.60% | −15,016−17.0% | Reduced |
| Plimoth Trust Co LLC | 73,044 | $9.08M | 2.03% | −3,103−4.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 72,932 | $9.06M | 0.13% | +39,239+116.5% | Added |
| Spinnaker Trust | 72,783 | $9.05M | 0.50% | −3,476−4.6% | Reduced |
| Crestwood Advisors Group LLC | 72,390 | $9.00M | 0.15% | +4,850+7.2% | Added |
| Gamco Investors, Inc. Et Al | 72,362 | $8.99M | 0.09% | +67+0.1% | Added |
| Radnor Capital Management, LLC | 72,051 | $8.95M | 1.33% | 00.0% | Unchanged |
| Decker Wealth Management LLC | 71,982 | $8.95M | 2.03% | −1,979−2.7% | Reduced |
| Jacobs & Co | 71,946 | $8.94M | 0.88% | −1,434−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 71,930 | $8.94M | 0.50% | +22,130+44.4% | Added |
| Financial & Tax Architects, LLC | 71,868 | $8.93M | 1.99% | −7,182−9.1% | Reduced |
| Kanawha Capital Management LLC | 71,590 | $8.90M | 0.63% | +1,346+1.9% | Added |
| Sitrin Capital Management LLC | 71,429 | $8.89M | 4.46% | −171−0.2% | Reduced |
| Westfield Capital Management Co LP | 71,561 | $8.89M | 0.04% | +651+0.9% | Added |
| Capital Asset Advisory Services LLC | 69,448 | $8.88M | 0.34% | −1,137−1.6% | Reduced |
| Windward Capital Management Co | 71,266 | $8.86M | 0.72% | +37+0.1% | Added |
| Arete Wealth Advisors, LLC | 71,317 | $8.86M | 0.66% | +9,075+14.6% | Added |
| Chicago Partners Investment Group LLC | 68,072 | $8.85M | 0.20% | +1,355+2.0% | Added |
| Lowe Brockenbrough & Co Inc | 71,143 | $8.84M | 0.44% | −26,476−27.1% | Reduced |
| TCW Group Inc | 71,036 | $8.83M | 0.07% | +3,349+4.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 69,422 | $8.80M | 0.09% | −4,926−6.6% | Reduced |
| Weatherly Asset Management L. P. | 70,530 | $8.78M | 0.71% | +5,193+7.9% | Added |
| Herold Advisors, Inc. | 70,475 | $8.76M | 1.92% | −336−0.5% | Reduced |
| Tema ETFs LLC | 70,231 | $8.73M | 0.59% | −2,835−3.9% | Reduced |
| DSG Capital Advisors, LLC | 70,143 | $8.72M | 1.39% | +1,602+2.3% | Added |
| Cornerstone Wealth Group, LLC | 66,675 | $8.64M | 0.56% | −3,761−5.3% | Reduced |
| Great Lakes Advisors, LLC | 69,374 | $8.62M | 0.07% | +9,847+16.5% | Added |
| Parkside Financial Bank & Trust | 69,354 | $8.62M | 0.66% | −972−1.4% | Reduced |
| Bogart Wealth, LLC | 69,301 | $8.61M | 0.33% | −28,775−29.3% | Reduced |
| Delphi Financial Group, Inc. | 69,260 | $8.61M | 3.88% | +12,500+22.0% | Added |
| SeaTown Holdings Pte. Ltd. | 69,208 | $8.60M | 5.63% | −37,000−34.8% | Reduced |
| L & S Advisors Inc | 69,194 | $8.60M | 1.08% | −9,307−11.9% | Reduced |
| MOKAN Wealth Management Inc. | 69,182 | $8.60M | 3.81% | +9,872+16.6% | Added |
| Northwest Bancshares, Inc. | 69,162 | $8.60M | 1.71% | −6,475−8.6% | Reduced |
| Hourglass Capital, LLC | 69,145 | $8.59M | 1.79% | −6,448−8.5% | Reduced |