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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 228,515 | $28.4M | 0.87% | +177,904+351.5% | Added |
| Abn Amro Investment Solutions | 227,758 | $28.3M | 0.37% | +23,259+11.4% | Added |
| Parthenon LLC | 226,440 | $28.1M | 3.22% | −1,422−0.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 226,164 | $28.1M | 0.31% | +127,723+129.7% | Added |
| Advisors Capital Management, LLC | 225,187 | $28.0M | 0.33% | +623+0.3% | Added |
| Davidson Investment Advisors | 224,876 | $27.9M | 1.21% | −57,291−20.3% | Reduced |
| Lathrop Investment Management Corp | 223,788 | $27.8M | 5.20% | −25,912−10.4% | Reduced |
| Trajan Wealth LLC | 223,431 | $27.8M | 1.17% | −5,302−2.3% | Reduced |
| Vestcor Inc | 222,998 | $27.7M | 0.76% | −28,825−11.4% | Reduced |
| Evelyn Partners Investment Management LLP | 222,464 | $27.6M | 0.75% | −14,772−6.2% | Reduced |
| Venture Visionary Partners LLC | 220,383 | $27.4M | 0.91% | −2,838−1.3% | Reduced |
| Richard C. Young & CO., LTD. | 219,143 | $27.2M | 2.26% | +811+0.4% | Added |
| Bragg Financial Advisors, Inc | 218,905 | $27.2M | 0.86% | −4,282−1.9% | Reduced |
| Exchange Traded Concepts, LLC | 218,657 | $27.2M | 0.21% | +15,951+7.9% | Added |
| Patten & Patten Inc | 218,459 | $27.2M | 1.64% | −7,983−3.5% | Reduced |
| Maryland State Retirement & Pension System | 218,346 | $27.1M | 0.55% | +373+0.2% | Added |
| Cutler Investment Counsel LLC | 217,517 | $27.1M | 2.79% | −3,821−1.7% | Reduced |
| Azimuth Capital Investment Management LLC | 216,183 | $26.9M | 1.01% | −14,794−6.4% | Reduced |
| Simmons Bank | 215,468 | $26.8M | 1.79% | +1,858+0.9% | Added |
| Stonebridge Capital Advisors LLC | 214,002 | $26.6M | 1.86% | −2,603−1.2% | Reduced |
| Temasek Holdings (Private) Ltd | 213,662 | $26.6M | 0.09% | −221,400−50.9% | Reduced |
| Citizens Financial Group Inc | 213,224 | $26.5M | 0.37% | +937+0.4% | Added |
| First Horizon Corp | 212,392 | $26.4M | 1.10% | +50,341+31.1% | Added |
| Nemes Rush Group LLC | 210,975 | $26.2M | 2.50% | −7,397−3.4% | Reduced |
| Tower Research Capital LLC (TRC) | 210,293 | $26.1M | 0.68% | +48,941+30.3% | Added |
| Edge Wealth Management LLC | 208,500 | $25.9M | 4.43% | −5,073−2.4% | Reduced |
| Picton Mahoney Asset Management | 205,676 | $25.6M | 0.27% | −69,191−25.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 205,589 | $25.6M | 0.50% | −11,729−5.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 205,559 | $25.5M | 0.72% | +8,911+4.5% | Added |
| Osmosis Investment Management UK Ltd | 202,512 | $25.2M | 0.68% | −52,967−20.7% | Reduced |
| Abner Herrman & Brock LLC | 202,162 | $25.1M | 2.78% | −825−0.4% | Reduced |
| New Mexico Educational Retirement Board | 201,479 | $25.0M | 0.77% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 201,278 | $25.0M | 0.74% | +201,278 | New |
| Vontobel Holding Ltd. | 200,346 | $24.9M | 0.09% | −32,096−13.8% | Reduced |
| CCM Investment Advisers LLC | 200,296 | $24.9M | 2.38% | −2,670−1.3% | Reduced |
| Letko, Brosseau & Associates Inc | 199,426 | $24.8M | 0.40% | −8,180−3.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 198,828 | $24.7M | 0.84% | +19,913+11.1% | Added |
| Bridgeway Capital Management, LLC | 196,327 | $24.4M | 0.49% | −22,907−10.4% | Reduced |
| Leavell Investment Management, Inc. | 195,926 | $24.4M | 1.00% | +768+0.4% | Added |
| SageGuard Financial Group, LLC | 195,038 | $24.2M | 3.75% | −10,447−5.1% | Reduced |
| Modera Wealth Management, LLC | 194,397 | $24.2M | 0.29% | −6,756−3.4% | Reduced |
| Harvest Portfolios Group Inc. | 193,447 | $24.0M | 0.40% | −13,123−6.4% | Reduced |
| First American Bank | 192,877 | $24.0M | 1.50% | +2,818+1.5% | Added |
| Strategic Planning Group, LLC | 192,587 | $23.9M | 3.35% | −43,402−18.4% | Reduced |
| Stratos Wealth Partners, LTD. | 190,951 | $23.7M | 0.27% | −21,193−10.0% | Reduced |
| First Nebraska Trust Co | 190,068 | $23.6M | 2.18% | −60,590−24.2% | Reduced |
| Adell Harriman & Carpenter Inc | 189,964 | $23.6M | 1.44% | +1,322+0.7% | Added |
| Thoroughbred Financial Services, LLC | 189,886 | $23.6M | 1.41% | −208−0.1% | Reduced |
| Calamos Wealth Management LLC | 188,429 | $23.4M | 0.81% | −93,477−33.2% | Reduced |
| Hancock Whitney Corp | 177,808 | $23.4M | 0.41% | −8,198−4.4% | Reduced |
| Oppenheimer Asset Management Inc. | 186,819 | $23.2M | 0.26% | −2,166−1.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 186,399 | $23.2M | 0.55% | +142,206+321.8% | Added |
| Whitener Capital Management, Inc. | 186,214 | $23.1M | 5.28% | −60.0% | Reduced |
| Forbes J M & Co LLP | 186,185 | $23.1M | 1.96% | +866+0.5% | Added |
| GW Henssler & Associates Ltd | 184,373 | $22.9M | 1.08% | −7,944−4.1% | Reduced |
| Metis Global Partners, LLC | 183,958 | $22.9M | 0.56% | −4,876−2.6% | Reduced |
| RSM US Wealth Management LLC | 183,504 | $22.8M | 0.28% | −900−0.5% | Reduced |
| Level Four Advisory Services, LLC | 183,591 | $22.8M | 0.75% | +1,541+0.8% | Added |
| Hartline Investment Corp | 183,189 | $22.8M | 2.50% | −150−0.1% | Reduced |
| Coldstream Capital Management Inc | 181,695 | $22.6M | 0.28% | +27,137+17.6% | Added |
| Callan Family Office, LLC | 181,708 | $22.6M | 0.51% | +4,768+2.7% | Added |
| Ascent Group, LLC | 181,199 | $22.5M | 0.78% | −4,183−2.3% | Reduced |
| Fiduciary Group LLC | 180,857 | $22.5M | 1.92% | −2,773−1.5% | Reduced |
| Cornerstone Wealth Management, LLC | 180,723 | $22.5M | 1.12% | −2,511−1.4% | Reduced |
| One Capital Management, LLC | 180,243 | $22.4M | 0.61% | +2,714+1.5% | Added |
| Sagespring Wealth Partners, LLC | 179,240 | $22.3M | 0.41% | +7,987+4.7% | Added |
| City Holding Co | 178,905 | $22.2M | 2.78% | −7,454−4.0% | Reduced |
| Allen Investment Management LLC | 178,647 | $22.2M | 0.27% | +2,372+1.3% | Added |
| Siemens Fonds Invest GmbH | 178,548 | $22.2M | 1.27% | +29,462+19.8% | Added |
| Sumitomo Life Insurance Co | 177,754 | $22.1M | 0.52% | +21,360+13.7% | Added |
| Lynch & Associates | 177,528 | $22.1M | 4.14% | −3,510−1.9% | Reduced |
| IHT Wealth Management, LLC | 177,071 | $22.0M | 0.51% | +14,687+9.0% | Added |
| Managed Asset Portfolios, LLC | 176,724 | $22.0M | 2.63% | −83,573−32.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 176,267 | $21.9M | 0.38% | −287−0.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 175,586 | $21.8M | 0.99% | −50,827−22.4% | Reduced |
| Compagnie Lombard Odier SCmA | 174,770 | $21.7M | 0.27% | +59,004+51.0% | Added |
| Dodge & Cox | 174,310 | $21.7M | 0.01% | −5,225−2.9% | Reduced |
| St Germain D J Co Inc | 174,240 | $21.7M | 0.86% | −3,614−2.0% | Reduced |
| Terry L. Blaker | 173,983 | $21.6M | 0.82% | −2,615−1.5% | Reduced |
| Meridian Wealth Management, LLC | 173,985 | $21.6M | 0.77% | +8,923+5.4% | Added |
| Ethic Inc. | 173,884 | $21.6M | 0.34% | +15,841+10.0% | Added |
| Erste Asset Management GmbH | 171,412 | $21.6M | 0.20% | −56,260−24.7% | Reduced |
| VestGen Advisors, LLC | 165,290 | $21.5M | 0.60% | +13,148+8.6% | Added |
| Great Valley Advisor Group, Inc. | 172,201 | $21.4M | 0.39% | +5,891+3.5% | Added |
| Colonial Trust Advisors | 171,934 | $21.4M | 1.66% | −4,384−2.5% | Reduced |
| Webster Bank, N. A. | 171,735 | $21.3M | 2.02% | +1,157+0.7% | Added |
| Empirical Capital Management, LLC | 170,000 | $21.1M | 12.66% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 169,928 | $21.1M | 0.44% | +31,287+22.6% | Added |
| JB Capital LLC | 169,499 | $21.1M | 0.85% | −36,035−17.5% | Reduced |
| First Financial Bankshares Inc | 169,305 | $21.0M | 0.42% | −313,758−65.0% | Reduced |
| Visionary Wealth Advisors | 168,453 | $20.9M | 0.93% | −4,818−2.8% | Reduced |
| BNP Paribas | 175,842 | $20.9M | 0.66% | −43,588−19.9% | Reduced |
| Kinsale Capital Group, Inc. | 168,264 | $20.9M | 3.35% | +5,708+3.5% | Added |
| SCS Capital Management LLC | 166,224 | $20.7M | 0.22% | −42,396−20.3% | Reduced |
| MMBG Investment Advisors Co. | 166,151 | $20.7M | 1.90% | −1,905−1.1% | Reduced |
| Cardinal Point Capital Management, ULC | 164,402 | $20.4M | 1.25% | −6,078−3.6% | Reduced |
| Laffer Tengler Investments | 164,140 | $20.4M | 3.01% | −10,116−5.8% | Reduced |
| Independent Financial Group, LLC | 163,734 | $20.3M | 0.46% | +542+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 163,550 | $20.3M | 1.01% | −14,210−8.0% | Reduced |
| Bellecapital International Ltd. | 162,555 | $20.2M | 3.64% | −6,131−3.6% | Reduced |