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, Q2 2026
Institutional positions in Walmart Inc. as of Jun 30, 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
- 4,427
- +22 vs. Q1 2026
- Shares held
- 2.97B
- +68.6M (+2.4%) vs. Q1 2026
- Total value
- $336.1B
- −$23.5B (−6.5%) vs. Q1 2026
- New holders
- 207
- 1,882 more added
- Sold out
- 185
- 1,864 more reduced
63 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fearless Solutions, LLC dba Best Invest | 15,404 | $1.74M | 0.92% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 15,446 | $1.75M | 0.15% | +163+1.1% | Added |
| Armor Investment Advisors, LLC | 15,483 | $1.75M | 0.56% | −68−0.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 15,537 | $1.76M | 1.00% | −279−1.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 15,544 | $1.76M | 0.51% | −101−0.6% | Reduced |
| Wealth Quarterback LLC | 15,569 | $1.76M | 0.54% | −267−1.7% | Reduced |
| Community Bank of Raymore | 15,600 | $1.77M | 1.04% | +2,800+21.9% | Added |
| Samara Investment Management, LLC | 15,607 | $1.77M | 1.63% | +454+3.0% | Added |
| Abbot Financial Management, Inc. | 15,641 | $1.77M | 0.65% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 15,643 | $1.77M | 0.48% | −702−4.3% | Reduced |
| Beutel, Goodman & Co Ltd. | 15,655 | $1.77M | 0.01% | −1,738−10.0% | Reduced |
| W Advisors, LLC | 15,662 | $1.77M | 0.81% | +2,406+18.2% | Added |
| Wilson & Boucher Capital Management, LLC | 15,690 | $1.78M | 1.04% | −937−5.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,702 | $1.78M | 0.55% | −272−1.7% | Reduced |
| TrustBank | 15,724 | $1.78M | 0.60% | −926−5.6% | Reduced |
| Trust Co | 15,740 | $1.78M | 0.16% | −2,943−15.8% | Reduced |
| Dillon & Associates Inc | 15,775 | $1.78M | 0.22% | −297−1.8% | Reduced |
| Breakwater Capital Group | 15,747 | $1.78M | 0.21% | +364+2.4% | Added |
| Hurlow Wealth Management Group, Inc. | 15,756 | $1.78M | 0.37% | +73+0.5% | Added |
| Winning Points Advisors, LLC | 15,762 | $1.79M | 2.35% | +50.0% | Added |
| Advocate Investing Services LLC | 15,768 | $1.79M | 1.38% | +10.0% | Added |
| Green Harvest Asset Management LLC | 15,774 | $1.79M | 0.02% | +5,272+50.2% | Added |
| Laraway Financial Inc | 15,781 | $1.79M | 1.08% | +50.0% | Added |
| LongView Wealth Management | 15,792 | $1.79M | 0.46% | +10+0.1% | Added |
| Mairs & Power Inc | 15,800 | $1.79M | 0.02% | +100+0.6% | Added |
| Personal Cfo Solutions, LLC | 15,806 | $1.79M | 0.26% | −45−0.3% | Reduced |
| Pin Oak Investment Advisors Inc | 15,839 | $1.79M | 1.28% | −338−2.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,896 | $1.80M | 0.23% | −81−0.5% | Reduced |
| Ullmann Financial Group, Inc. | 15,902 | $1.80M | 0.16% | +193+1.2% | Added |
| North Star Asset Management Inc | 15,926 | $1.80M | 0.07% | −96−0.6% | Reduced |
| Intrua Financial, LLC | 15,929 | $1.80M | 0.17% | −256−1.6% | Reduced |
| Rayburn West Financial Services LLC | 15,933 | $1.80M | 0.99% | −15−0.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 15,938 | $1.81M | 0.10% | +100+0.6% | Added |
| Eagle Global Advisors LLC | 15,944 | $1.81M | 0.06% | +34+0.2% | Added |
| Falcon Wealth Planning | 15,975 | $1.81M | 0.11% | −1,084−6.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15,994 | $1.81M | 0.09% | −775−4.6% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 16,000 | $1.81M | 0.29% | +8,000+100.0% | Added |
| Wincap Financial LLC | 16,019 | $1.81M | 0.98% | +873+5.8% | Added |
| Hartford Financial Management Inc. | 16,058 | $1.82M | 0.41% | −14−0.1% | Reduced |
| Bank of Nova Scotia Trust Co | 16,063 | $1.82M | 0.15% | +50.0% | Added |
| Verus Capital Partners, LLC | 16,161 | $1.83M | 0.10% | +265+1.7% | Added |
| Wisconsin Wealth Advisors, LLC | 16,170 | $1.83M | 1.57% | −187−1.1% | Reduced |
| Element Wealth, LLC | 16,176 | $1.83M | 0.69% | −134−0.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 16,178 | $1.83M | 0.11% | −1,731−9.7% | Reduced |
| Souders Financial Advisors | 16,190 | $1.83M | 0.18% | +207+1.3% | Added |
| LOM Asset Management Ltd | 16,194 | $1.83M | 0.47% | +1,375+9.3% | Added |
| Creative Financial Designs Inc | 16,213 | $1.84M | 0.09% | +1,825+12.7% | Added |
| Elevated Private Wealth, LLC | 16,213 | $1.84M | 1.75% | +16,213 | New |
| Crews Bank & Trust | 16,217 | $1.84M | 0.24% | +492+3.1% | Added |
| Floyd Financial Group LLC | 16,187 | $1.84M | 1.20% | −966−5.6% | Reduced |
| Lake Street Financial LLC | 16,272 | $1.84M | 0.21% | −315−1.9% | Reduced |
| Westpac Banking Corp | 16,289 | $1.84M | 0.11% | −24,198−59.8% | Reduced |
| CRA Financial Services, LLC | 16,301 | $1.85M | 0.21% | +335+2.1% | Added |
| QTR Family Wealth, LLC | 16,303 | $1.85M | 0.64% | −882−5.1% | Reduced |
| Peoples Bank | 16,305 | $1.85M | 1.79% | −145−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,325 | $1.85M | 0.41% | +9,351+134.1% | Added |
| Colton Groome Financial Advisors, LLC | 16,343 | $1.85M | 0.45% | +121+0.7% | Added |
| Hills Bank & Trust Co | 16,346 | $1.85M | 0.08% | +2,529+18.3% | Added |
| KWB Wealth | 16,395 | $1.86M | 0.16% | −301−1.8% | Reduced |
| NBH Bank | 16,432 | $1.86M | 0.78% | +16,432 | New |
| MWA Asset Management | 16,446 | $1.86M | 0.84% | −142−0.9% | Reduced |
| Oslo Pensjonsforsikring AS | 16,473 | $1.87M | 0.21% | +711+4.5% | Added |
| Paradigm Asset Management Co LLC | 16,500 | $1.87M | 0.40% | −5,836−26.1% | Reduced |
| Enhancing Capital LLC | 16,500 | $1.87M | 1.28% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 16,516 | $1.87M | 0.13% | −162−1.0% | Reduced |
| Neville Rodie & Shaw Inc | 16,543 | $1.87M | 0.12% | −132−0.8% | Reduced |
| Sunburst Financial Group, LLC | 16,548 | $1.87M | 0.31% | −88−0.5% | Reduced |
| Papp L Roy & Associates | 16,598 | $1.88M | 0.20% | −550−3.2% | Reduced |
| Baldwin Investment Management, LLC | 16,621 | $1.88M | 0.18% | +5,034+43.4% | Added |
| D'Orazio & Associates, Inc. | 16,636 | $1.88M | 0.22% | −145−0.9% | Reduced |
| Tred Avon Family Wealth, LLC | 16,657 | $1.89M | 0.58% | −55−0.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 16,715 | $1.89M | 0.11% | +2,501+17.6% | Added |
| Jones Kertz & Associates, Inc. | 16,751 | $1.90M | 0.87% | −2,400−12.5% | Reduced |
| Phillips Wealth Planners LLC | 17,019 | $1.90M | 1.40% | +32+0.2% | Added |
| Apex Wealth Management, LLC | 16,775 | $1.90M | 1.16% | +9+0.1% | Added |
| Bill Few Associates, Inc. | 16,785 | $1.90M | 0.41% | +477+2.9% | Added |
| SHUTTLEWORTH & Co | 16,788 | $1.90M | 1.52% | +1,140+7.3% | Added |
| Affiance Financial, LLC | 16,789 | $1.90M | 0.27% | −1,733−9.4% | Reduced |
| Portside Wealth Group, LLC | 16,812 | $1.90M | 0.22% | +2,533+17.7% | Added |
| Aventura Private Wealth, LLC | 16,815 | $1.90M | 0.58% | −602−3.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 16,871 | $1.91M | 0.30% | +338+2.0% | Added |
| TRB Wealth Management, LLC | 16,882 | $1.91M | 0.25% | −1,387−7.6% | Reduced |
| Simplify Asset Management Inc. | 16,890 | $1.91M | 0.03% | +2,673+18.8% | Added |
| Fulcrum Equity Management | 16,900 | $1.91M | 1.55% | +68+0.4% | Added |
| Investment Partners, Ltd. | 16,924 | $1.92M | 0.60% | −1,705−9.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 16,999 | $1.93M | 0.44% | −141−0.8% | Reduced |
| Louisbourg Investments Inc. | 17,000 | $1.93M | 0.36% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 17,008 | $1.93M | 1.00% | −861−4.8% | Reduced |
| Impact Partnership Wealth, LLC | 17,025 | $1.93M | 0.19% | −14,701−46.3% | Reduced |
| Geneva Capital Management LLC | 17,032 | $1.93M | 0.04% | −2,484−12.7% | Reduced |
| Wealth Management Partners, LLC | 17,048 | $1.93M | 0.45% | +369+2.2% | Added |
| Virtue Asset Management LLC | 17,095 | $1.94M | 1.36% | −144−0.8% | Reduced |
| Somerset Group LLC | 17,008 | $1.94M | 1.36% | +210+1.3% | Added |
| Compass Financial Management LLC | 17,336 | $1.94M | 0.24% | +17,336 | New |
| Net Worth Advisory Group | 17,172 | $1.94M | 0.49% | −1,061−5.8% | Reduced |
| First Hawaiian Bank | 17,178 | $1.95M | 0.25% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 17,199 | $1.95M | 0.71% | −175−1.0% | Reduced |
| Manchester Financial Inc | 17,208 | $1.95M | 0.35% | +17,208 | New |
| Alta Advisers Ltd | 17,213 | $1.95M | 0.44% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 17,218 | $1.95M | 0.20% | +243+1.4% | Added |