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 |
|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 44,398 | $5.52M | 1.90% | +1,736+4.1% | Added |
| Bank of New Hampshire | 44,398 | $5.52M | 1.26% | −123−0.3% | Reduced |
| Peterson Wealth Management | 44,285 | $5.50M | 3.19% | +1,362+3.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 44,262 | $5.50M | 1.29% | +1,054+2.4% | Added |
| Oarsman Capital, Inc. | 44,131 | $5.48M | 0.68% | −126−0.3% | Reduced |
| Systematic Alpha Investments, LLC | 44,100 | $5.48M | 0.19% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 44,043 | $5.47M | 0.30% | +11,059+33.5% | Added |
| Nomura Asset Management International Inc. | 43,969 | $5.46M | 0.01% | +4,326+10.9% | Added |
| Lincluden Management Ltd | 43,851 | $5.45M | 0.58% | +2,096+5.0% | Added |
| Turn8 Private Wealth Inc. | 43,807 | $5.44M | 3.40% | +3,813+9.5% | Added |
| Spartan Wealth Advisory Services LLC | 43,739 | $5.44M | 0.47% | +43,739 | New |
| Steel Peak Wealth Management LLC | 43,449 | $5.41M | 0.17% | +5,123+13.4% | Added |
| Smithfield Trust Co | 43,576 | $5.41M | 0.24% | +1,166+2.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 43,520 | $5.41M | 0.17% | −1,361−3.0% | Reduced |
| Security National Bank of So Dak | 43,430 | $5.40M | 2.60% | −2,820−6.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 61,481 | $5.40M | 1.77% | −40,615−39.8% | Reduced |
| Peddock Capital Advisors, LLC | 43,304 | $5.38M | 1.19% | −1,058−2.4% | Reduced |
| White Pine Capital LLC | 43,203 | $5.37M | 1.46% | −143−0.3% | Reduced |
| Aspen Investment Management Inc | 43,192 | $5.37M | 1.64% | −508−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 43,179 | $5.37M | 0.10% | −32,911−43.3% | Reduced |
| Culbertson A N & Co Inc | 43,172 | $5.37M | 0.70% | +34,633+405.6% | Added |
| Perpetual Ltd | 43,150 | $5.36M | 0.08% | −9,677−18.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 43,129 | $5.36M | 1.46% | −7,372−14.6% | Reduced |
| TBH Global Asset Management, LLC | 43,105 | $5.36M | 1.08% | −2,244−4.9% | Reduced |
| Security National Bank of Sioux City Iowa | 43,091 | $5.36M | 3.17% | −7,908−15.5% | Reduced |
| Savoir Faire Capital Management, L.P. | 42,881 | $5.33M | 3.22% | −66,478−60.8% | Reduced |
| GeoWealth Management, LLC | 42,831 | $5.32M | 0.19% | −3,681−7.9% | Reduced |
| Delta Investment Management, LLC | 42,703 | $5.31M | 0.95% | −50.0% | Reduced |
| Evoke Wealth, LLC | 42,602 | $5.31M | 0.10% | −1,896−4.3% | Reduced |
| Vickerman Investment Advisors, Inc. | 42,662 | $5.30M | 1.11% | −1,717−3.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 42,631 | $5.30M | 1.33% | −660−1.5% | Reduced |
| Claro Advisors LLC | 42,597 | $5.29M | 0.64% | +5,709+15.5% | Added |
| Stratos Wealth Advisors, LLC | 42,424 | $5.27M | 0.32% | −5,732−11.9% | Reduced |
| Spears Abacus Advisors LLC | 42,422 | $5.27M | 0.10% | −3,888−8.4% | Reduced |
| SageView Advisory Group, LLC | 42,386 | $5.27M | 0.19% | −2,014−4.5% | Reduced |
| M&G Plc | 42,424 | $5.26M | 0.03% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 42,091 | $5.26M | 3.34% | +140+0.3% | Added |
| Boston Partners | 42,282 | $5.26M | 0.01% | +2,533+6.4% | Added |
| RMB Capital Management, LLC | 42,185 | $5.25M | 0.09% | +447+1.1% | Added |
| Frec Markets, Inc. | 42,233 | $5.25M | 0.89% | +18,579+78.5% | Added |
| Burke & Herbert Bank & Trust Co | 42,197 | $5.24M | 1.45% | −730−1.7% | Reduced |
| Pacifica Partners Inc. | 42,131 | $5.24M | 1.74% | −6,060−12.6% | Reduced |
| Parsons Capital Management Inc | 42,112 | $5.23M | 0.24% | +2,373+6.0% | Added |
| Chatham Capital Group, Inc. | 41,893 | $5.21M | 0.76% | −310−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 41,824 | $5.20M | 0.04% | −309,453−88.1% | Reduced |
| RMR Wealth Builders | 41,684 | $5.19M | 0.41% | +733+1.8% | Added |
| GM Advisory Group, Inc. | 41,752 | $5.19M | 0.20% | −114−0.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,695 | $5.18M | 0.27% | −8,780−17.4% | Reduced |
| RD Lewis Holdings, Inc. | 40,090 | $5.18M | 4.48% | −934−2.3% | Reduced |
| Asset One Wealth Management LLC | 39,855 | $5.17M | 0.57% | +6,211+18.5% | Added |
| Forum Financial Management, LP | 41,531 | $5.16M | 0.07% | −32,438−43.9% | Reduced |
| Cigna Investments Inc | 41,530 | $5.16M | 0.80% | −481−1.1% | Reduced |
| Secure Asset Management, LLC | 41,522 | $5.16M | 0.82% | −6,928−14.3% | Reduced |
| Cullen Capital Management LLC | 41,524 | $5.16M | 0.05% | −495−1.2% | Reduced |
| Shayne & Co., LLC | 41,367 | $5.14M | 1.59% | −380−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,313 | $5.13M | 0.15% | +4,581+12.5% | Added |
| Mustard Seed Financial, LLC | 41,310 | $5.13M | 3.08% | +179+0.4% | Added |
| Marshall Financial Group LLC | 41,216 | $5.12M | 0.82% | +413+1.0% | Added |
| Csenge Advisory Group | 41,027 | $5.10M | 0.23% | −67,706−62.3% | Reduced |
| Holderness Investments Co | 40,981 | $5.09M | 1.02% | +298+0.7% | Added |
| Canandaigua National Corp | 40,972 | $5.09M | 0.46% | +40,972 | New |
| First Heartland Consultants, Inc. | 40,818 | $5.07M | 0.39% | −788−1.9% | Reduced |
| Gold Investment Management Ltd. | 40,723 | $5.06M | 1.57% | +427+1.1% | Added |
| StoneX Group Inc. | 40,569 | $5.05M | 0.27% | −30,748−43.1% | Reduced |
| Hedeker Wealth, LLC | 40,627 | $5.05M | 1.07% | −283−0.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,544 | $5.05M | 1.60% | −4,080−9.1% | Reduced |
| Cozad Asset Management Inc | 40,612 | $5.05M | 0.40% | +240+0.6% | Added |
| MainStreet Investment Advisors LLC | 40,587 | $5.04M | 0.76% | −2,424−5.6% | Reduced |
| Westpac Banking Corp | 40,487 | $5.03M | 0.35% | −17,046−29.6% | Reduced |
| Xcel Wealth Management, LLC | 40,445 | $5.03M | 1.40% | −9,405−18.9% | Reduced |
| Premier Path Wealth Partners, LLC | 40,367 | $5.02M | 0.65% | +5,746+16.6% | Added |
| Cetera Trust Company, N.A | 40,315 | $5.01M | 2.83% | −1,575−3.8% | Reduced |
| WealthPLAN Partners, LLC | 40,210 | $5.00M | 0.97% | −24,812−38.2% | Reduced |
| Pines Wealth Management, LLC | 40,150 | $4.99M | 1.62% | −12,650−24.0% | Reduced |
| Chilton Investment Co LLC | 40,128 | $4.99M | 0.12% | −1,609−3.9% | Reduced |
| Carderock Capital Management Inc | 40,040 | $4.98M | 1.23% | +25,301+171.7% | Added |
| Longaeva Partners L.P. | 40,000 | $4.97M | 0.24% | +40,000 | New |
| Chicago Trust Co NA | 39,994 | $4.97M | 0.79% | +15,300+62.0% | Added |
| Heartland Bank & Trust Co | 39,970 | $4.97M | 1.12% | +20,709+107.5% | Added |
| Focus Financial Network, Inc. | 39,776 | $4.95M | 0.18% | −1,496−3.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 39,755 | $4.95M | 1.93% | −110−0.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 39,749 | $4.95M | 0.32% | +4,514+12.8% | Added |
| United Advisor Group, LLC | 39,651 | $4.93M | 0.61% | +335+0.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 39,502 | $4.93M | 1.56% | −63−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 39,567 | $4.92M | 2.07% | −65−0.2% | Reduced |
| Summit Place Financial Advisors, LLC | 39,525 | $4.91M | 2.36% | −2,677−6.3% | Reduced |
| Flavin Financial Services, Inc. | 39,508 | $4.91M | 3.30% | +199+0.5% | Added |
| Verdence Capital Advisors LLC | 39,400 | $4.90M | 0.29% | −1,492−3.6% | Reduced |
| Intrust Bank NA | 39,398 | $4.90M | 0.40% | +801+2.1% | Added |
| CrossGen Wealth, LLC | 39,329 | $4.89M | 4.29% | −343−0.9% | Reduced |
| Hengehold Capital Management LLC | 39,236 | $4.88M | 0.43% | −19,184−32.8% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 39,175 | $4.87M | 3.94% | −700−1.8% | Reduced |
| Magnolia Capital Advisors LLC | 39,148 | $4.87M | 0.96% | +9,631+32.6% | Added |
| RDA Financial Network | 39,109 | $4.86M | 1.22% | +11,664+42.5% | Added |
| BOCHK Asset Management Ltd | 39,000 | $4.85M | 1.00% | +39,000 | New |
| New Hampshire Trust | 38,755 | $4.82M | 0.97% | −1,625−4.0% | Reduced |
| Hollencrest Capital Management | 38,733 | $4.81M | 0.18% | +18,811+94.4% | Added |
| ICW Investment Advisors LLC | 38,710 | $4.81M | 1.74% | −852−2.2% | Reduced |
| Stonebrook Private Inc. | 38,655 | $4.80M | 1.02% | −608−1.5% | Reduced |
| Legacy Bridge, LLC | 38,571 | $4.79M | 1.83% | +1,585+4.3% | Added |