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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 162,097 | $20.1M | 0.31% | +5,407+3.5% | Added |
| American Assets Investment Management, LLC | 162,000 | $20.1M | 1.37% | 00.0% | Unchanged |
| Saudi Central Bank | 161,803 | $20.1M | 0.43% | +159,989+8,819.7% | Added |
| Moran Wealth Management, LLC | 161,231 | $20.0M | 0.61% | −2,089−1.3% | Reduced |
| Generali Asset Management SPA SGR | 160,846 | $20.0M | 0.42% | +10,423+6.9% | Added |
| Laird Norton Trust Company, LLC | 160,368 | $20.0M | 0.44% | −3,959−2.4% | Reduced |
| Rokos Capital Management LLP | 160,581 | $20.0M | 0.35% | +160,581 | New |
| Fiduciary Trust Co | 159,943 | $19.9M | 0.24% | +1,665+1.1% | Added |
| Parallel Advisors, LLC | 159,828 | $19.9M | 0.36% | +3,795+2.4% | Added |
| LMG Wealth Partners, LLC | 159,337 | $19.8M | 3.61% | −315−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 158,543 | $19.7M | 3.14% | −1,639−1.0% | Reduced |
| Red Door Wealth Management, LLC | 158,100 | $19.6M | 2.04% | +179+0.1% | Added |
| GHP Investment Advisors, Inc. | 157,970 | $19.6M | 0.81% | −1,069−0.7% | Reduced |
| Physicians Financial Services, Inc. | 157,758 | $19.6M | 5.37% | +455+0.3% | Added |
| Bleakley Financial Group, LLC | 157,735 | $19.6M | 0.31% | +2,130+1.4% | Added |
| First American Trust, FSB | 157,468 | $19.6M | 1.32% | −4,311−2.7% | Reduced |
| Rowland & Co Investment Counsel | 157,467 | $19.6M | 3.97% | −19,489−11.0% | Reduced |
| Integrity Alliance, LLC. | 157,435 | $19.6M | 0.74% | +671+0.4% | Added |
| Daymark Wealth Partners, LLC | 156,937 | $19.5M | 0.61% | −1,058−0.7% | Reduced |
| Franklin Street Advisors Inc | 156,561 | $19.5M | 1.19% | −16,041−9.3% | Reduced |
| Segall Bryant & Hamill, LLC | 156,384 | $19.4M | 0.28% | −7,872−4.8% | Reduced |
| Summit Trail Advisors, LLC | 156,083 | $19.4M | 0.28% | +29,574+23.4% | Added |
| Pittenger & Anderson Inc | 155,767 | $19.4M | 0.77% | −452−0.3% | Reduced |
| Milford Funds Ltd | 155,623 | $19.3M | 0.41% | −43,640−21.9% | Reduced |
| Cardinal Capital Management | 154,957 | $19.3M | 2.49% | −1,267−0.8% | Reduced |
| Gabelli Funds LLC | 155,200 | $19.3M | 0.13% | −600−0.4% | Reduced |
| Ofi Invest Asset Management | 173,832 | $19.3M | 0.25% | −249,762−59.0% | Reduced |
| James Investment Research Inc | 153,209 | $19.0M | 2.14% | −12,164−7.4% | Reduced |
| Brighton Jones LLC | 152,830 | $19.0M | 0.42% | +7,409+5.1% | Added |
| ARS Wealth Advisors Group, LLC | 152,519 | $19.0M | 1.60% | −3,059−2.0% | Reduced |
| Atwater Malick LLC | 152,412 | $18.9M | 5.12% | −2,787−1.8% | Reduced |
| Buckingham Strategic Partners | 151,339 | $18.8M | 0.19% | −139,807−48.0% | Reduced |
| Clarity Financial LLC | 150,653 | $18.7M | 2.04% | −31,047−17.1% | Reduced |
| Charter Trust Co | 150,491 | $18.7M | 1.09% | −1,909−1.3% | Reduced |
| Headlands Technologies LLC | 150,419 | $18.7M | 2.13% | +72,447+92.9% | Added |
| China Universal Asset Management Co., Ltd. | 149,962 | $18.7M | 1.41% | +138,529+1,211.7% | Added |
| TIAA Wealth Investment Management LLC | 149,857 | $18.6M | 0.14% | +149,857 | New |
| TLW Wealth Management, LLC | 149,339 | $18.6M | 10.87% | +460+0.3% | Added |
| Capital Investment Advisors, LLC | 148,589 | $18.5M | 0.27% | +701+0.5% | Added |
| Payden & Rygel | 148,300 | $18.4M | 1.43% | −44,800−23.2% | Reduced |
| Cadinha & Co LLC | 148,257 | $18.4M | 3.43% | −96,714−39.5% | Reduced |
| Marietta Wealth Management, LLC | 148,166 | $18.4M | 2.19% | −1,184−0.8% | Reduced |
| Wesleyan Assurance Society | 148,010 | $18.4M | 1.08% | −640−0.4% | Reduced |
| Enclave Advisors LLC | 147,796 | $18.4M | 2.62% | +7,697+5.5% | Added |
| WealthPlan Investment Management, LLC | 147,746 | $18.4M | 1.02% | +1,443+1.0% | Added |
| Primecap Management Co | 147,450 | $18.3M | 0.01% | −4,000−2.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 146,437 | $18.3M | 1.05% | −725−0.5% | Reduced |
| Heritage Trust Co | 147,333 | $18.3M | 1.84% | −3,650−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 146,977 | $18.3M | 0.18% | −58,128−28.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 146,839 | $18.2M | 3.88% | −2,933−2.0% | Reduced |
| Skopos Labs, Inc. | 146,788 | $18.2M | 0.57% | +42,973+41.4% | Added |
| NewEdge Wealth, LLC | 146,287 | $18.2M | 0.22% | −34,234−19.0% | Reduced |
| AlphaCore Capital LLC | 145,707 | $18.1M | 0.43% | −6,954−4.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 145,454 | $18.1M | 0.62% | −7,093−4.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 144,947 | $18.0M | 0.05% | +7,756+5.7% | Added |
| Perfromance Wealth Partners, LLC | 144,659 | $18.0M | 0.52% | +20,208+16.2% | Added |
| Brevan Howard Capital Management LP | 144,495 | $18.0M | 0.18% | −731,128−83.5% | Reduced |
| Perigon Wealth Management, LLC | 144,154 | $17.9M | 0.33% | −4,956−3.3% | Reduced |
| Congress Asset Management Co | 143,605 | $17.8M | 0.13% | +20,916+17.0% | Added |
| Marble Harbor Investment Counsel, LLC | 143,075 | $17.8M | 1.93% | −3,535−2.4% | Reduced |
| Moneta Group Investment Advisors LLC | 142,875 | $17.8M | 0.13% | −1,476−1.0% | Reduced |
| Trustmark National Bank Trust Department | 142,573 | $17.7M | 1.14% | −5,311−3.6% | Reduced |
| Empirical Finance, LLC | 142,431 | $17.7M | 0.83% | −146−0.1% | Reduced |
| Cullinan Associates Inc | 142,221 | $17.7M | 1.43% | −378,782−72.7% | Reduced |
| Mutual Advisors, LLC | 142,124 | $17.7M | 0.38% | +18,736+15.2% | Added |
| Griffin Asset Management, Inc. | 141,625 | $17.6M | 1.99% | −2,982−2.1% | Reduced |
| Waters Parkerson & Co., LLC | 141,276 | $17.6M | 0.90% | −2,986−2.1% | Reduced |
| DJE Kapital AG | 140,221 | $17.5M | 0.39% | −6,416−4.4% | Reduced |
| Keb Asset Management, LLC | 140,642 | $17.5M | 3.35% | −253−0.2% | Reduced |
| IFP Advisors, Inc | 140,559 | $17.5M | 0.36% | +3,614+2.6% | Added |
| Caisse des Depots Et Consignations | 140,542 | $17.5M | 0.29% | −4,761−3.3% | Reduced |
| GAMMA Investing LLC | 140,506 | $17.5M | 0.82% | +11,767+9.1% | Added |
| Cypress Capital Group | 140,470 | $17.5M | 1.96% | −3,382−2.4% | Reduced |
| WCG Wealth Advisors LLC | 140,280 | $17.4M | 0.49% | +3,602+2.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 140,282 | $17.4M | 0.51% | +10,381+8.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 140,265 | $17.4M | 0.26% | +154+0.1% | Added |
| Hamel Associates, Inc. | 140,227 | $17.4M | 4.97% | −7,093−4.8% | Reduced |
| Woodstock Corp | 140,085 | $17.4M | 1.55% | −2,857−2.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 140,000 | $17.4M | 1.46% | +122,980+722.6% | Added |
| Caption Management, LLC | 140,000 | $17.4M | 0.83% | +140,000 | New |
| TMB Capital Partners, LLC | 139,913 | $17.4M | 5.85% | −71−0.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 139,907 | $17.4M | 0.69% | −1,696−1.2% | Reduced |
| Sowell Financial Services LLC | 139,802 | $17.4M | 0.64% | +1,271+0.9% | Added |
| Dynamic Advisor Solutions LLC | 139,539 | $17.3M | 0.55% | +597+0.4% | Added |
| Motco | 138,145 | $17.2M | 1.59% | −6,213−4.3% | Reduced |
| LS Investment Advisors, LLC | 137,627 | $17.1M | 2.56% | −14,668−9.6% | Reduced |
| Auxier Asset Management | 136,706 | $17.0M | 2.44% | −1,608−1.2% | Reduced |
| Spire Wealth Management | 136,611 | $17.0M | 0.58% | −5,251−3.7% | Reduced |
| LGT Group Foundation | 136,411 | $17.0M | 0.21% | +10,847+8.6% | Added |
| King Wealth | 136,044 | $16.9M | 2.11% | −200.0% | Reduced |
| Wedbush Securities Inc | 135,371 | $16.8M | 0.49% | +5,974+4.6% | Added |
| Callahan Advisors, LLC | 135,358 | $16.8M | 1.40% | −8,858−6.1% | Reduced |
| Quadrant Capital Group LLC | 135,166 | $16.8M | 0.50% | +3,441+2.6% | Added |
| Steadfast Capital Management LP | 134,100 | $16.7M | 0.63% | +134,100 | New |
| Capital International Inc | 133,062 | $16.5M | 0.13% | +18,465+16.1% | Added |
| AlTi Global, Inc. | 132,439 | $16.5M | 0.36% | −1,661−1.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 132,333 | $16.4M | 1.12% | +1,406+1.1% | Added |
| Krilogy Financial LLC | 131,312 | $16.4M | 0.53% | +5,224+4.1% | Added |
| Levin Capital Strategies, L.P. | 130,826 | $16.3M | 1.24% | −6,984−5.1% | Reduced |
| Walker Asset Management, LLC | 130,801 | $16.3M | 8.79% | +171+0.1% | Added |