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 |
|---|---|---|---|---|---|
| Exeter Financial, LLC | 38,531 | $4.79M | 1.96% | −1,271−3.2% | Reduced |
| RB Capital Management, LLC | 38,521 | $4.79M | 1.02% | +154+0.4% | Added |
| Hollow Brook Wealth Management LLC | 38,379 | $4.78M | 1.22% | −13,543−26.1% | Reduced |
| Zhang Financial LLC | 38,312 | $4.76M | 0.16% | +1,564+4.3% | Added |
| Diversified Enterprises, LLC | 38,291 | $4.76M | 0.26% | +8,968+30.6% | Added |
| BIP Wealth, LLC | 38,199 | $4.75M | 0.19% | −1,369−3.5% | Reduced |
| Mattern Wealth Management LLC | 38,103 | $4.74M | 0.92% | −546−1.4% | Reduced |
| Anderson Hoagland & Co | 37,979 | $4.72M | 0.41% | −4,532−10.7% | Reduced |
| Stillwater Wealth Management Group | 37,865 | $4.71M | 2.91% | +889+2.4% | Added |
| Bank of Stockton | 37,728 | $4.69M | 1.45% | −4,973−11.6% | Reduced |
| Centric Wealth Management | 35,963 | $4.69M | 0.94% | −2,811−7.2% | Reduced |
| Joel Isaacson & Co., LLC | 37,687 | $4.68M | 0.16% | −1,280−3.3% | Reduced |
| Madden Securities Corp | 37,602 | $4.67M | 1.41% | −1,986−5.0% | Reduced |
| Central Bank & Trust Co | 37,601 | $4.67M | 0.73% | −2,383−6.0% | Reduced |
| 49 Wealth Management, LLC | 37,551 | $4.67M | 0.35% | +7,410+24.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 37,512 | $4.66M | 0.73% | −11,759−23.9% | Reduced |
| Martin & Co Inc | 37,439 | $4.65M | 0.79% | +345+0.9% | Added |
| Snider Financial Group | 37,332 | $4.64M | 1.40% | −9,411−20.1% | Reduced |
| Keystone Financial Group | 37,105 | $4.63M | 0.32% | −99−0.3% | Reduced |
| Fragasso Group Inc. | 36,408 | $4.62M | 0.28% | +8,621+31.0% | Added |
| Simon Quick Advisors, LLC | 37,031 | $4.60M | 0.21% | −11,054−23.0% | Reduced |
| Gateway Wealth Partners, LLC | 36,969 | $4.59M | 0.18% | +25,421+220.1% | Added |
| Castle Rock Wealth Management, LLC | 36,361 | $4.57M | 0.99% | +288+0.8% | Added |
| Chemung Canal Trust Co | 36,794 | $4.57M | 0.93% | −611−1.6% | Reduced |
| Pathway Financial Advisers, LLC | 36,790 | $4.57M | 1.29% | +303+0.8% | Added |
| Verity Asset Management, Inc. | 36,787 | $4.57M | 1.92% | +611+1.7% | Added |
| Cito Capital Group, LLC | 36,700 | $4.57M | 1.40% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 36,701 | $4.56M | 2.51% | +516+1.4% | Added |
| Advisor OS, LLC | 36,669 | $4.56M | 0.33% | −1,432−3.8% | Reduced |
| West Michigan Advisors, LLC | 36,564 | $4.55M | 1.00% | +1,755+5.0% | Added |
| Haven Private, LLC | 36,564 | $4.54M | 1.98% | −1,638−4.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 36,437 | $4.53M | 2.27% | −14,270−28.1% | Reduced |
| F/M Investments LLC | 36,430 | $4.53M | 0.30% | −60,730−62.5% | Reduced |
| Stenger Family Office, LLC | 36,426 | $4.53M | 0.82% | +3,148+9.5% | Added |
| Trust Co of Virginia | 36,379 | $4.52M | 0.38% | −702−1.9% | Reduced |
| Union Heritage Capital, LLC | 36,342 | $4.52M | 1.68% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 36,323 | $4.51M | 1.08% | −3,225−8.2% | Reduced |
| Sofos Investments, Inc. | 36,294 | $4.51M | 0.80% | −869−2.3% | Reduced |
| Beacon Investment Advisors LLC | 36,240 | $4.50M | 1.70% | −468−1.3% | Reduced |
| Wynn Capital, LLC | 36,073 | $4.48M | 2.30% | −960−2.6% | Reduced |
| Amussen Hunsaker Associates LLC | 36,031 | $4.48M | 0.47% | +1,557+4.5% | Added |
| Phoenix Wealth Advisors | 36,027 | $4.48M | 1.77% | −1,668−4.4% | Reduced |
| Wellington Shields & Co., LLC | 35,957 | $4.47M | 1.14% | −45−0.1% | Reduced |
| Trust Co of Oklahoma | 35,839 | $4.45M | 1.30% | −140−0.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 35,790 | $4.45M | 0.89% | +1,630+4.8% | Added |
| Western Financial Corp | 35,747 | $4.44M | 1.74% | +3,128+9.6% | Added |
| PFG Advisors | 35,603 | $4.42M | 0.22% | +3,267+10.1% | Added |
| Guardian Investment Management | 35,600 | $4.42M | 3.58% | −25−0.1% | Reduced |
| Catalyst Financial Partners LLC | 35,548 | $4.42M | 0.52% | +4,629+15.0% | Added |
| Sterling Investment Counsel, LLC | 35,515 | $4.41M | 1.24% | +59+0.2% | Added |
| Left Brain Wealth Management, LLC | 35,501 | $4.41M | 1.73% | +21,260+149.3% | Added |
| Norden Group LLC | 35,492 | $4.41M | 0.42% | +14,995+73.2% | Added |
| Juno Financial Group LLC | 35,488 | $4.41M | 1.73% | −170.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 35,465 | $4.41M | 0.46% | +443+1.3% | Added |
| Ostrum Asset Management | 35,380 | $4.40M | 0.25% | −28,523−44.6% | Reduced |
| Dividend Assets Capital, LLC | 35,313 | $4.39M | 0.88% | −1,337−3.6% | Reduced |
| HCR Wealth Advisors | 35,168 | $4.37M | 0.45% | −66−0.2% | Reduced |
| Argent Advisors, Inc. | 35,070 | $4.36M | 1.19% | −1,336−3.7% | Reduced |
| Front Row Advisors LLC | 35,000 | $4.36M | 1.47% | −147−0.4% | Reduced |
| Peterson Wealth Services | 35,067 | $4.36M | 1.08% | −689−1.9% | Reduced |
| 3Chopt Investment Partners, LLC | 34,998 | $4.36M | 1.00% | +1,382+4.1% | Added |
| Principle Wealth Partners LLC | 34,947 | $4.34M | 0.25% | −238−0.7% | Reduced |
| Garner Asset Management Corp | 34,887 | $4.34M | 1.70% | −1,986−5.4% | Reduced |
| Gables Capital Management Inc. | 34,759 | $4.32M | 1.83% | −983−2.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 34,717 | $4.31M | 0.57% | −1,145−3.2% | Reduced |
| GTS Securities LLC | 34,545 | $4.29M | 0.15% | −1,302−3.6% | Reduced |
| Cooper Financial Group | 34,452 | $4.28M | 0.43% | −7,952−18.8% | Reduced |
| Grandview Asset Management LLC | 33,663 | $4.28M | 1.25% | +246+0.7% | Added |
| Am Investment Strategies LLC | 34,429 | $4.28M | 0.94% | +375+1.1% | Added |
| Mattson Financial Services, LLC | 34,340 | $4.27M | 1.02% | −3,030−8.1% | Reduced |
| Altman Advisors, Inc. | 34,268 | $4.26M | 1.77% | −2,998−8.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 34,268 | $4.26M | 0.10% | −73−0.2% | Reduced |
| Diligent Investors, LLC | 34,127 | $4.24M | 1.05% | −785−2.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 34,103 | $4.24M | 0.43% | +5,362+18.7% | Added |
| NorthCrest Asset Manangement, LLC | 33,686 | $4.24M | 0.13% | −11,744−25.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 34,018 | $4.23M | 2.26% | −851−2.4% | Reduced |
| Diesslin Group, Inc. | 33,941 | $4.22M | 1.90% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 33,907 | $4.21M | 2.46% | −3,401−9.1% | Reduced |
| Icon Wealth Advisors, LLC | 32,857 | $4.21M | 0.27% | +6,087+22.7% | Added |
| Legacy Financial Strategies, LLC | 33,633 | $4.18M | 0.75% | −2,602−7.2% | Reduced |
| Owen LaRue, LLC | 33,612 | $4.18M | 1.60% | +285+0.9% | Added |
| Nikulski Financial, Inc. | 33,571 | $4.17M | 1.03% | −2,695−7.4% | Reduced |
| Traynor Capital Management, Inc. | 33,670 | $4.16M | 0.25% | −348−1.0% | Reduced |
| Silverleafe Capital Partners, LLC | 33,405 | $4.15M | 1.25% | −6,639−16.6% | Reduced |
| Park National Corp | 33,392 | $4.15M | 0.13% | +8,454+33.9% | Added |
| Transcend Wealth Collective, LLC | 33,353 | $4.15M | 0.33% | −3,598−9.7% | Reduced |
| Eads & Heald Wealth Management | 33,304 | $4.14M | 2.06% | −2,079−5.9% | Reduced |
| FLC Capital Advisors | 33,195 | $4.13M | 0.75% | −1,705−4.9% | Reduced |
| Old Mission Investment Co LLC | 33,118 | $4.12M | 0.96% | +320+1.0% | Added |
| Edgestream Partners, L.P. | 33,183 | $4.12M | 0.14% | +2,037+6.5% | Added |
| Paragon Capital Management LLC | 33,153 | $4.12M | 2.04% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 33,078 | $4.11M | 0.48% | +392+1.2% | Added |
| Strong Tower Advisory Services | 33,030 | $4.11M | 0.77% | +507+1.6% | Added |
| MCF Advisors LLC | 32,939 | $4.10M | 0.18% | +8,383+34.1% | Added |
| Harbor Advisors LLC | 33,000 | $4.10M | 0.59% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 32,997 | $4.10M | 1.13% | −1,615−4.7% | Reduced |
| FWL Investment Management, LLC | 32,981 | $4.10M | 0.90% | −282−0.8% | Reduced |
| Founders Financial Securities LLC | 31,655 | $4.09M | 0.23% | +1,046+3.4% | Added |
| NTV Asset Management LLC | 32,857 | $4.08M | 0.45% | −1,924−5.5% | Reduced |
| Cambria Investment Management, L.P. | 32,778 | $4.07M | 0.23% | −3,887−10.6% | Reduced |