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 |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 130,385 | $16.2M | 1.78% | +1,166+0.9% | Added |
| Principal Securities, Inc. | 130,318 | $16.2M | 0.24% | −3,719−2.8% | Reduced |
| FRG Family Wealth Advisors LLC | 129,427 | $16.1M | 2.64% | −2,446−1.9% | Reduced |
| First Manhattan Co | 128,383 | $16.0M | 0.04% | −11,665−8.3% | Reduced |
| Allianz SE | 128,409 | $16.0M | 0.18% | −61,795−32.5% | Reduced |
| JGP Wealth Management, LLC | 128,052 | $15.9M | 1.66% | +492+0.4% | Added |
| WoodTrust Financial Corp | 127,647 | $15.9M | 2.05% | −12,634−9.0% | Reduced |
| Nixon Peabody Trust Co | 127,498 | $15.8M | 1.26% | −6,966−5.2% | Reduced |
| NBT Bank N A | 127,379 | $15.8M | 1.04% | +11,544+10.0% | Added |
| Invictus Private Wealth, LLC | 126,629 | $15.7M | 0.97% | −1,688−1.3% | Reduced |
| Crawford Investment Counsel Inc | 126,426 | $15.7M | 0.27% | −1,071−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 126,130 | $15.7M | 0.30% | +119,795+1,891.0% | Added |
| North Dakota State Investment Board | 126,069 | $15.7M | 0.68% | −23,106−15.5% | Reduced |
| Harbour Investments, Inc. | 125,907 | $15.6M | 0.24% | +52,396+71.3% | Added |
| Greenleaf Trust | 125,749 | $15.6M | 0.15% | −7,037−5.3% | Reduced |
| Ascent Wealth Partners, LLC | 125,641 | $15.6M | 1.81% | +2,269+1.8% | Added |
| Lyell Wealth Management, LP | 125,615 | $15.6M | 1.15% | +1,690+1.4% | Added |
| Clear Trail Advisors, LLC | 123,849 | $15.4M | 2.56% | +3,814+3.2% | Added |
| Ancora Advisors, LLC | 123,601 | $15.4M | 0.33% | −3,672−2.9% | Reduced |
| Hantz Financial Services, Inc. | 123,500 | $15.3M | 0.23% | +3,828+3.2% | Added |
| McGuire Investment Group, LLC | 123,479 | $15.3M | 1.73% | −3,757−3.0% | Reduced |
| Burney Co | 123,469 | $15.3M | 0.48% | −29,988−19.5% | Reduced |
| Osborne Partners Capital Management, LLC | 123,089 | $15.3M | 0.81% | −10,732−8.0% | Reduced |
| WS Management LLLP | 123,077 | $15.3M | 2.00% | +2,100+1.7% | Added |
| Laurel Wealth Advisors LLC | 116,111 | $15.1M | 1.50% | −1,509−1.3% | Reduced |
| Everence Capital Management Inc | 121,850 | $15.1M | 0.92% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 121,766 | $15.1M | 3.36% | 00.0% | Unchanged |
| Benchstone Capital Management LP | 121,708 | $15.1M | 1.76% | +121,708 | New |
| Guardian Partners Inc. | 121,299 | $15.1M | 1.26% | −3,802−3.0% | Reduced |
| MUFG Securities Americas Inc. | 121,271 | $15.1M | 0.97% | +3,136+2.7% | Added |
| Community Financial Services Group, LLC | 120,350 | $15.0M | 2.64% | +1,116+0.9% | Added |
| LMR Partners LLP | 120,231 | $14.9M | 0.14% | +107,231+824.9% | Added |
| Nwi Management LP | 120,000 | $14.9M | 0.91% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 119,912 | $14.9M | 0.62% | +5,163+4.5% | Added |
| Joho Capital LLC | 119,850 | $14.9M | 3.99% | +99,000+474.8% | Added |
| Valicenti Advisory Services Inc | 119,517 | $14.9M | 3.24% | −4,639−3.7% | Reduced |
| Lee Danner & Bass Inc | 119,279 | $14.8M | 0.93% | −687−0.6% | Reduced |
| Hayek Kallen Investment Management | 119,128 | $14.8M | 4.82% | −3,393−2.8% | Reduced |
| Silvercrest Asset Management Group LLC | 119,117 | $14.8M | 0.11% | +10,873+10.0% | Added |
| Securian Asset Management, Inc | 118,919 | $14.8M | 0.59% | −319−0.3% | Reduced |
| Vestor Capital, LLC | 118,389 | $14.7M | 1.06% | +117,843+21,583.0% | Added |
| Guyasuta Investment Advisors Inc | 118,360 | $14.7M | 0.85% | +414+0.4% | Added |
| Monarch Capital Management Inc | 117,777 | $14.7M | 3.59% | −8,158−6.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 117,508 | $14.6M | 0.08% | −84,165−41.7% | Reduced |
| Anchor Capital Advisors LLC | 117,383 | $14.6M | 0.42% | −38,692−24.8% | Reduced |
| Roundview Capital LLC | 117,321 | $14.6M | 0.91% | −1,682−1.4% | Reduced |
| Investment House LLC | 117,027 | $14.5M | 0.76% | −200.0% | Reduced |
| Longbow Finance SA | 117,019 | $14.5M | 2.63% | +28,114+31.6% | Added |
| Jacobi Capital Management LLC | 116,324 | $14.5M | 0.81% | −2,230−1.9% | Reduced |
| Forty-three Eighteen Advisors, LLC | 116,317 | $14.5M | 10.89% | −2,893−2.4% | Reduced |
| Sigma Planning Corp | 116,180 | $14.4M | 0.40% | +4,064+3.6% | Added |
| DuPont Capital Management Corp | 115,451 | $14.3M | 1.63% | −31,103−21.2% | Reduced |
| Connors Investor Services Inc | 115,184 | $14.3M | 1.32% | +2,380+2.1% | Added |
| Tritonpoint Wealth, LLC | 114,932 | $14.3M | 1.53% | −2,225−1.9% | Reduced |
| E. Ohman J:or Asset Management AB | 114,980 | $14.3M | 0.38% | −200.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 114,928 | $14.3M | 4.23% | −1,073−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 114,917 | $14.3M | 0.18% | +12,050+11.7% | Added |
| LGT Fund Management Co Ltd. | 114,645 | $14.2M | 0.62% | +76,442+200.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 114,497 | $14.2M | 0.97% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 113,451 | $14.1M | 0.43% | +22,568+24.8% | Added |
| Carret Asset Management, LLC | 113,292 | $14.1M | 1.38% | −2,024−1.8% | Reduced |
| Castleark Management LLC | 113,270 | $14.1M | 0.47% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 113,114 | $14.1M | 0.53% | +5,770+5.4% | Added |
| Buck Wealth Strategies, LLC | 112,799 | $14.0M | 1.73% | −10,034−8.2% | Reduced |
| AIA Group Ltd | 112,381 | $14.0M | 0.20% | −110,922−49.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 112,265 | $14.0M | 5.22% | −70−0.1% | Reduced |
| Canal Capital Management, LLC | 112,063 | $13.9M | 1.89% | −1,541−1.4% | Reduced |
| Highland Capital Management, LLC | 112,055 | $13.9M | 0.74% | +15,205+15.7% | Added |
| Community Bank & Trust, Waco, Texas | 112,031 | $13.9M | 2.81% | +120.0% | Added |
| Retirement Planning Group | 112,007 | $13.9M | 0.43% | −7,663−6.4% | Reduced |
| Navellier & Associates Inc | 111,859 | $13.9M | 1.45% | +9,620+9.4% | Added |
| GLOBALT Investments LLC | 111,657 | $13.9M | 0.49% | +10,242+10.1% | Added |
| Valeo Financial Advisors, LLC | 111,083 | $13.8M | 0.33% | −34,365−23.6% | Reduced |
| Oddo BHF Asset Management SAS | 110,137 | $13.7M | 0.54% | +2,400+2.2% | Added |
| Boston Research & Management Inc | 110,124 | $13.7M | 3.20% | −2,370−2.1% | Reduced |
| Barbara Oil Co. | 110,000 | $13.7M | 5.27% | −34,000−23.6% | Reduced |
| Savvy Advisors, Inc. | 109,744 | $13.6M | 0.37% | +25,072+29.6% | Added |
| Cinctive Capital Management LP | 109,654 | $13.6M | 0.90% | +57,419+109.9% | Added |
| Texas Yale Capital Corp. | 109,553 | $13.6M | 0.39% | +376+0.3% | Added |
| Harrell Investment Partners, LLC | 109,378 | $13.6M | 3.24% | −4,574−4.0% | Reduced |
| SFMG, LLC | 108,773 | $13.5M | 0.93% | −846−0.8% | Reduced |
| Fiduciary Alliance LLC | 108,330 | $13.5M | 0.82% | −2,901−2.6% | Reduced |
| Spirepoint Private Client, LLC | 108,286 | $13.5M | 1.28% | +5,464+5.3% | Added |
| RFG Advisory, LLC | 107,817 | $13.4M | 0.25% | −7,447−6.5% | Reduced |
| Field & Main Bank | 107,523 | $13.4M | 3.89% | −3,578−3.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 107,360 | $13.3M | 0.63% | +722+0.7% | Added |
| Diversified Trust Co | 107,178 | $13.3M | 0.25% | +7,585+7.6% | Added |
| Fundamentun, LLC | 107,159 | $13.3M | 0.53% | −3,774−3.4% | Reduced |
| First Citizens Bank & Trust Co | 107,046 | $13.3M | 0.28% | +3,901+3.8% | Added |
| Mitchell Capital Management Co | 106,418 | $13.2M | 2.43% | +6,005+6.0% | Added |
| Nicola Wealth Management Ltd. | 105,200 | $13.1M | 1.57% | −71,000−40.3% | Reduced |
| Caldwell Trust Co | 104,669 | $13.0M | 1.16% | −824−0.8% | Reduced |
| Associated Banc-Corp | 104,501 | $13.0M | 0.34% | −1,030−1.0% | Reduced |
| Goelzer Investment Management, Inc. | 104,296 | $13.0M | 0.63% | +434+0.4% | Added |
| Fort Washington Investment Advisors Inc | 104,048 | $12.9M | 0.07% | −1,421−1.3% | Reduced |
| PFG Investments, LLC | 104,020 | $12.9M | 0.60% | −7,249−6.5% | Reduced |
| Infusive Asset Management Inc. | 103,536 | $12.9M | 6.23% | −29,049−21.9% | Reduced |
| Acropolis Investment Management, LLC | 103,018 | $12.8M | 0.57% | −1,433−1.4% | Reduced |
| RBF Capital, LLC | 102,822 | $12.8M | 0.63% | −50,000−32.7% | Reduced |
| Pavion Blue Capital, LLC | 102,782 | $12.8M | 5.55% | −1,391−1.3% | Reduced |