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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 69,092 | $8.59M | 1.42% | +618+0.9% | Added |
| Graham Capital Management, L.P. | 69,070 | $8.58M | 0.29% | +5,050+7.9% | Added |
| NWF Advisory Services Inc. | 69,051 | $8.58M | 0.97% | −869−1.2% | Reduced |
| Bright Rock Capital Management, LLC | 69,000 | $8.58M | 1.70% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 68,837 | $8.56M | 0.10% | +4,497+7.0% | Added |
| Occudo Quantitative Strategies LP | 64,681 | $8.53M | 0.46% | +64,681 | New |
| William Allan, LLC | 68,605 | $8.53M | 5.05% | −1,317−1.9% | Reduced |
| Stonebridge Financial Group, LLC | 68,531 | $8.52M | 0.70% | +413+0.6% | Added |
| Prosperity Consulting Group, LLC | 68,471 | $8.51M | 0.38% | +347+0.5% | Added |
| Kingsman Wealth Management, Inc. | 68,330 | $8.49M | 4.77% | +432+0.6% | Added |
| Golden State Equity Partners | 68,249 | $8.48M | 0.64% | +19,667+40.5% | Added |
| CWA Asset Management Group, LLC | 68,175 | $8.47M | 0.29% | +2,652+4.0% | Added |
| Roman Butler Fullerton & Co | 66,551 | $8.47M | 2.33% | +522+0.8% | Added |
| Lockheed Martin Investment Management Co | 68,140 | $8.47M | 0.31% | +1,020+1.5% | Added |
| Larson Financial Group LLC | 68,098 | $8.46M | 0.27% | +12,869+23.3% | Added |
| Money Concepts Capital Corp | 68,029 | $8.45M | 0.47% | +4,645+7.3% | Added |
| Pine Valley Investments Ltd Liability Co | 67,968 | $8.45M | 0.41% | −1,294−1.9% | Reduced |
| Hall Capital Management Co Inc | 64,013 | $8.45M | 3.02% | +3,743+6.2% | Added |
| CX Institutional | 67,948 | $8.45M | 0.26% | +19,003+38.8% | Added |
| Bensler, LLC | 67,856 | $8.43M | 0.87% | +11,545+20.5% | Added |
| Headinvest, LLC | 67,850 | $8.43M | 1.73% | −2,244−3.2% | Reduced |
| Capital Advisors Inc | 67,848 | $8.43M | 0.14% | +2,087+3.2% | Added |
| Geneos Wealth Management Inc. | 67,692 | $8.41M | 0.20% | −1,518−2.2% | Reduced |
| PUREfi Wealth, LLC | 67,325 | $8.37M | 5.48% | +13,022+24.0% | Added |
| Talon Private Wealth, LLC | 67,323 | $8.37M | 1.11% | +67,323 | New |
| Sentry LLC | 67,220 | $8.35M | 2.66% | −1,948−2.8% | Reduced |
| Silvant Capital Management LLC | 67,197 | $8.35M | 0.29% | −578−0.9% | Reduced |
| Kathmere Capital Management, LLC | 67,178 | $8.35M | 0.52% | +1,161+1.8% | Added |
| Advisortrust Partners, LLC | 67,142 | $8.34M | 3.47% | +11,283+20.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 67,057 | $8.33M | 3.62% | −2,338−3.4% | Reduced |
| XTX Topco Ltd | 66,934 | $8.32M | 0.14% | +58,260+671.7% | Added |
| Covington Investment Advisors Inc. | 66,932 | $8.32M | 1.22% | −4,370−6.1% | Reduced |
| Gryphon Financial Partners LLC | 66,916 | $8.32M | 0.87% | +4,076+6.5% | Added |
| Rothschild Investment LLC | 66,849 | $8.31M | 0.43% | −16,775−20.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 66,624 | $8.28M | 0.15% | −140−0.2% | Reduced |
| Slow Capital, Inc. | 66,554 | $8.28M | 1.07% | +5,877+9.7% | Added |
| Core Alternative Capital | 66,417 | $8.25M | 2.44% | −15,433−18.9% | Reduced |
| Coastal Bridge Advisors, LLC | 66,409 | $8.25M | 0.58% | −4,444−6.3% | Reduced |
| Berkshire Bank | 66,253 | $8.23M | 1.69% | −3,090−4.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 65,759 | $8.17M | 0.99% | −314−0.5% | Reduced |
| Naples Global Advisors, LLC | 65,509 | $8.16M | 0.60% | +14,505+28.4% | Added |
| JCIC Asset Management Inc. | 65,579 | $8.15M | 2.50% | +24,716+60.5% | Added |
| Verition Fund Management LLC | 65,512 | $8.14M | 0.08% | −387,282−85.5% | Reduced |
| Little House Capital LLC | 65,378 | $8.13M | 2.10% | −14,111−17.8% | Reduced |
| Novem Group | 65,130 | $8.09M | 0.93% | +520+0.8% | Added |
| Rational Advisors LLC | 68,893 | $8.09M | 0.83% | +32,387+88.7% | Added |
| High Note Wealth, LLC | 65,104 | $8.09M | 1.59% | +130+0.2% | Added |
| Tower Bridge Advisors | 64,974 | $8.08M | 0.78% | +6,223+10.6% | Added |
| Hamilton Point Investment Advisors, LLC | 64,778 | $8.07M | 1.24% | −1,441−2.2% | Reduced |
| Hilltop Holdings Inc. | 64,848 | $8.06M | 0.73% | −76,543−54.1% | Reduced |
| National Asset Management, Inc. | 65,240 | $8.06M | 0.52% | −28,138−30.1% | Reduced |
| Ronald Blue Trust, Inc. | 64,773 | $8.05M | 0.09% | −7,774−10.7% | Reduced |
| Greystone Financial Group, LLC | 64,753 | $8.05M | 2.28% | −95,232−59.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 64,500 | $8.02M | 0.47% | +64,500 | New |
| R.H. Investment Group, LLC | 62,860 | $8.00M | 6.17% | −504−0.8% | Reduced |
| River Wealth Advisors LLC | 64,296 | $7.99M | 0.92% | +736+1.2% | Added |
| Apella Capital, LLC | 62,621 | $7.98M | 0.12% | +42,418+210.0% | Added |
| Pure Financial Advisors, Inc. | 64,165 | $7.97M | 0.11% | +4,553+7.6% | Added |
| Columbus Macro, LLC | 64,160 | $7.97M | 0.85% | +1,813+2.9% | Added |
| BBR Partners, LLC | 64,133 | $7.97M | 0.44% | −13,791−17.7% | Reduced |
| 1st Source Bank | 63,943 | $7.95M | 0.41% | −272−0.4% | Reduced |
| Palisade Capital Management LLC | 63,677 | $7.91M | 0.26% | −306−0.5% | Reduced |
| 180 Wealth Advisors, LLC | 63,599 | $7.90M | 0.90% | −1,097−1.7% | Reduced |
| Kercheville Advisors, LLC | 63,544 | $7.90M | 2.53% | +2,314+3.8% | Added |
| Hudson Capital Management LLC | 63,462 | $7.89M | 2.04% | +1,637+2.6% | Added |
| Stablepoint Partners, LLC | 63,435 | $7.88M | 1.17% | −4,355−6.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 63,099 | $7.84M | 0.11% | +45,355+255.6% | Added |
| Meridian Wealth Advisors, LLC | 63,044 | $7.84M | 1.04% | −2,500−3.8% | Reduced |
| William Blair Investment Management, LLC | 62,950 | $7.82M | 0.03% | −134,259−68.1% | Reduced |
| Meiji Yasuda America Inc | 62,815 | $7.81M | 1.93% | −14,309−18.6% | Reduced |
| Mechanics Bank Trust Department | 62,800 | $7.80M | 1.08% | −1,886−2.9% | Reduced |
| Advyzon Investment Management, LLC | 62,480 | $7.76M | 0.70% | −4,574−6.8% | Reduced |
| Diversified Investment Strategies, LLC | 62,310 | $7.74M | 4.95% | +355+0.6% | Added |
| M Holdings Securities, Inc. | 61,109 | $7.72M | 0.52% | −18,081−22.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 62,108 | $7.72M | 0.81% | −737−1.2% | Reduced |
| Beck Capital Management, LLC | 62,104 | $7.72M | 1.77% | +168+0.3% | Added |
| Appleton Partners Inc | 62,072 | $7.71M | 0.54% | −2,185−3.4% | Reduced |
| Ingalls & Snyder LLC | 62,044 | $7.71M | 0.27% | −150.0% | Reduced |
| Westerkirk Capital Inc. | 61,907 | $7.69M | 0.83% | −5,317−7.9% | Reduced |
| Keel Point, LLC | 61,439 | $7.64M | 0.51% | −11,223−15.4% | Reduced |
| Ocean Capital Management, LLC | 61,306 | $7.62M | 1.57% | −217−0.4% | Reduced |
| Bryn Mawr Trust Co | 61,292 | $7.62M | 0.18% | −545−0.9% | Reduced |
| Concentric Capital Strategies, LP | 61,252 | $7.61M | 0.66% | +49,265+411.0% | Added |
| HighPoint Advisor Group LLC | 61,216 | $7.61M | 0.32% | −178,622−74.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 61,107 | $7.59M | 0.40% | +2,596+4.4% | Added |
| Mach-1 Financial Group, Inc. | 61,091 | $7.59M | 2.67% | −172,640−73.9% | Reduced |
| Foster & Motley Inc | 60,894 | $7.57M | 0.39% | −12,353−16.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 60,785 | $7.55M | 0.47% | −2,375−3.8% | Reduced |
| Courier Capital LLC | 60,783 | $7.55M | 0.42% | −9,187−13.1% | Reduced |
| Proactive Wealth Strategies LLC | 60,758 | $7.55M | 1.42% | +33,931+126.5% | Added |
| JT Stratford LLC | 60,296 | $7.49M | 0.95% | −15,576−20.5% | Reduced |
| Providence Capital Advisors, LLC | 60,293 | $7.49M | 1.22% | −63,761−51.4% | Reduced |
| Byrne Financial Freedom, LLC | 60,178 | $7.48M | 3.58% | −2,103−3.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 60,129 | $7.47M | 0.78% | −8,634−12.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 60,031 | $7.46M | 3.42% | −2,500−4.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 59,850 | $7.44M | 1.72% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59,714 | $7.42M | 0.73% | −783−1.3% | Reduced |
| Morningstar Investment Management LLC | 59,711 | $7.42M | 0.46% | +4,919+9.0% | Added |
| Capital Planning Advisors, LLC | 59,664 | $7.42M | 1.07% | −1,513−2.5% | Reduced |
| Peninsula Asset Management Inc | 59,442 | $7.39M | 3.77% | −460−0.8% | Reduced |