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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 17,225 | $1.95M | 0.03% | −460−2.6% | Reduced |
| Jackson Square Capital, LLC | 17,226 | $1.95M | 0.27% | −110−0.6% | Reduced |
| Sheets Smith Wealth Management | 17,226 | $1.95M | 0.20% | −29−0.2% | Reduced |
| Red Wave Investments LLC | 17,227 | $1.95M | 0.50% | +110+0.6% | Added |
| Cypress Wealth Services, LLC | 17,284 | $1.96M | 0.24% | +540+3.2% | Added |
| Connecticut Wealth Management, LLC | 17,287 | $1.96M | 0.07% | −47−0.3% | Reduced |
| Inlet Private Wealth, LLC | 17,292 | $1.96M | 0.48% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 17,295 | $1.96M | 0.42% | −8,681−33.4% | Reduced |
| Annex Advisory Services, LLC | 17,303 | $1.96M | 0.03% | −244−1.4% | Reduced |
| Waterfront Wealth Inc. | 17,208 | $1.96M | 0.30% | +1,108+6.9% | Added |
| FCG Investment Co | 17,338 | $1.96M | 0.68% | −6,786−28.1% | Reduced |
| Wealthspan Partners, LLC | 17,347 | $1.96M | 0.62% | −149−0.9% | Reduced |
| Plan Group Financial, LLC | 17,382 | $1.97M | 0.41% | −4,702−21.3% | Reduced |
| Stokes Capital Advisors, LLC | 17,383 | $1.97M | 0.42% | +2,295+15.2% | Added |
| Brown Financial Advisors | 17,383 | $1.97M | 0.69% | −548−3.1% | Reduced |
| Capstone Financial Advisors, Inc. | 17,435 | $1.97M | 0.10% | +195+1.1% | Added |
| Klingman & Associates, LLC | 17,466 | $1.98M | 0.08% | +798+4.8% | Added |
| Marino, Stram & Associates LLC | 17,493 | $1.98M | 0.32% | −56−0.3% | Reduced |
| Silphium Asset Management Ltd | 17,514 | $1.98M | 0.67% | +1,800+11.5% | Added |
| Rice Partnership, LLC | 17,617 | $2.00M | 0.24% | 00.0% | Unchanged |
| Fulcrum Wealth Advisors, LLC | 17,632 | $2.00M | 1.53% | +11,563+190.5% | Added |
| Iams Wealth Management, LLC | 17,716 | $2.01M | 0.60% | +2,702+18.0% | Added |
| Defiance ETFs, LLC | 18,475 | $2.01M | 0.03% | +3,788+25.8% | Added |
| Arista Wealth Management, LLC | 17,767 | $2.01M | 0.22% | +1,261+7.6% | Added |
| Baker Ellis Asset Management LLC | 17,767 | $2.01M | 0.21% | +80+0.5% | Added |
| Miramontes Capital, LLC | 17,811 | $2.02M | 0.63% | +104+0.6% | Added |
| Altfest L J & Co Inc | 17,822 | $2.02M | 0.20% | +240+1.4% | Added |
| Rexford Capital Inc | 17,834 | $2.02M | 1.24% | +23+0.1% | Added |
| JSF Financial, LLC | 17,838 | $2.02M | 0.33% | +424+2.4% | Added |
| SmartHarvest Portfolios, LLC | 17,839 | $2.02M | 0.65% | +1,219+7.3% | Added |
| Keating Financial Advisory Services, Inc. | 17,843 | $2.02M | 0.27% | +277+1.6% | Added |
| Baypointe Partners LLC | 17,857 | $2.02M | 4.85% | +17,857 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,882 | $2.03M | 0.22% | −843−4.5% | Reduced |
| Peak Planning Group, LLC | 17,928 | $2.03M | 0.46% | −10.0% | Reduced |
| Accent Capital Management, LLC | 17,938 | $2.03M | 0.88% | −3,188−15.1% | Reduced |
| Embree Financial Group | 17,952 | $2.03M | 0.20% | +364+2.1% | Added |
| MBL Wealth, LLC | 17,969 | $2.04M | 0.14% | −969−5.1% | Reduced |
| Sirios Capital Management L P | 17,990 | $2.04M | 0.25% | −3,982−18.1% | Reduced |
| Tempo Wealth, LLC | 18,015 | $2.04M | 0.30% | +1,720+10.6% | Added |
| Sun Group Wealth Partners | 18,052 | $2.04M | 1.40% | −1,637−8.3% | Reduced |
| Foundation Resource Management Inc | 18,055 | $2.04M | 0.24% | +553+3.2% | Added |
| Cornerstone Enterprises, LLC | 18,064 | $2.05M | 0.93% | +1,832+11.3% | Added |
| Anb Bank | 18,110 | $2.05M | 0.77% | −1,342−6.9% | Reduced |
| Garrett Wealth Advisory Group, LLC | 18,112 | $2.05M | 0.32% | −428−2.3% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 18,113 | $2.05M | 1.61% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 18,151 | $2.06M | 0.19% | −2,034−10.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 18,165 | $2.06M | 0.38% | −32−0.2% | Reduced |
| Diamant Asset Management, Inc. | 18,180 | $2.06M | 1.40% | −2,241,230−99.2% | Reduced |
| Atlas Capital Advisors LLC | 18,188 | $2.06M | 0.23% | +3,107+20.6% | Added |
| Beaton Management Co. Inc. | 18,232 | $2.06M | 0.84% | −175−1.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 18,241 | $2.07M | 0.17% | +932+5.4% | Added |
| North Dallas Bank & Trust Co | 18,305 | $2.07M | 1.23% | +367+2.0% | Added |
| Cape Cod Five Cents Savings Bank | 18,317 | $2.07M | 0.17% | +18,317 | New |
| Jackson, Grant Investment Advisers, Inc. | 18,329 | $2.08M | 0.64% | +60.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 18,357 | $2.08M | 0.51% | −535−2.8% | Reduced |
| Strategic Financial Concepts, LLC | 18,367 | $2.08M | 0.62% | −6,033−24.7% | Reduced |
| Boltwood Capital Management | 18,390 | $2.08M | 0.48% | −190−1.0% | Reduced |
| Biltmore Family Office, LLC | 18,407 | $2.08M | 0.27% | −2,415−11.6% | Reduced |
| GeoWealth Management, LLC | 18,428 | $2.09M | 0.07% | −24,403−57.0% | Reduced |
| Professional Financial Advisors, LLC | 18,436 | $2.09M | 0.36% | −1,994−9.8% | Reduced |
| Gilbert & Cook, Inc. | 18,491 | $2.09M | 0.24% | −54−0.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 18,511 | $2.10M | 0.11% | −1,626−8.1% | Reduced |
| Private Wealth Partners, LLC | 18,608 | $2.11M | 0.15% | −241−1.3% | Reduced |
| Kingstone Capital Partners Texas, LLC | 18,620 | $2.11M | 1.12% | −1,147−5.8% | Reduced |
| TD Capital Management LLC | 18,656 | $2.11M | 0.17% | −1,931−9.4% | Reduced |
| Benin Management CORP | 18,674 | $2.11M | 0.43% | +201+1.1% | Added |
| Yoffe Investment Management, LLC | 18,687 | $2.12M | 2.42% | 00.0% | Unchanged |
| Archer Investment Corp | 18,719 | $2.12M | 0.41% | −142−0.8% | Reduced |
| Verity & Verity, LLC | 18,730 | $2.12M | 0.15% | −690−3.6% | Reduced |
| Pioneer Trust Bank N A | 18,755 | $2.12M | 0.48% | −350−1.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 18,800 | $2.13M | 0.39% | +311+1.7% | Added |
| Targeted Financial Services LLC | 18,807 | $2.13M | 1.57% | 00.0% | Unchanged |
| Wealth Alliance | 18,816 | $2.13M | 0.18% | −4,319−18.7% | Reduced |
| Institute for Wealth Management, LLC. | 18,826 | $2.13M | 0.19% | −990−5.0% | Reduced |
| RMR Capital Management, LLC | 18,834 | $2.13M | 1.47% | −770−3.9% | Reduced |
| Country Trust Bank | 18,846 | $2.13M | 0.04% | +5,754+44.0% | Added |
| SFG Wealth Management, LLC. | 18,870 | $2.14M | 0.77% | −122−0.6% | Reduced |
| Sivia Capital Partners, LLC | 18,918 | $2.14M | 0.26% | −6,580−25.8% | Reduced |
| Empirical Asset Management, LLC | 18,924 | $2.14M | 0.48% | −2,341−11.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 18,928 | $2.14M | 0.00% | −11,702−38.2% | Reduced |
| Painted Porch Advisors LLC | 18,965 | $2.15M | 0.94% | −1,776−8.6% | Reduced |
| Bank Ozk | 18,990 | $2.15M | 0.64% | −555−2.8% | Reduced |
| Rossby Financial, LCC | 18,973 | $2.15M | 0.39% | +1,665+9.6% | Added |
| Concentrum Wealth Management | 19,002 | $2.15M | 0.52% | +344+1.8% | Added |
| Alpha Family Trust | 19,020 | $2.15M | 0.87% | −8,595−31.1% | Reduced |
| Eukles Asset Management | 19,050 | $2.16M | 0.89% | −452−2.3% | Reduced |
| Lifeworks Advisors, LLC | 19,059 | $2.16M | 0.23% | +1,426+8.1% | Added |
| Ipsen Advisor Group LLC | 19,071 | $2.16M | 1.39% | +1,265+7.1% | Added |
| Wealth Architects, LLC | 19,119 | $2.17M | 0.17% | −140−0.7% | Reduced |
| CMG Global Holdings, LLC | 19,188 | $2.17M | 0.92% | −1,153−5.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19,217 | $2.18M | 0.79% | +978+5.4% | Added |
| Riverbridge Partners LLC | 19,238 | $2.18M | 0.06% | −213−1.1% | Reduced |
| Langley Wealth Management, LLC | 19,320 | $2.19M | 2.13% | +19,320 | New |
| General Partner, Inc. | 19,330 | $2.19M | 1.18% | −600−3.0% | Reduced |
| Beacon Capital Management, LLC | 19,367 | $2.19M | 0.32% | +2,666+16.0% | Added |
| Colonial River Wealth Management, LLC | 19,371 | $2.19M | 0.62% | −2,814−12.7% | Reduced |
| Silverlake Wealth Management LLC | 19,390 | $2.20M | 0.42% | +149+0.8% | Added |
| Harfst & Associates, Inc. | 19,403 | $2.20M | 0.34% | +521+2.8% | Added |
| Kennebec Savings Bank | 19,442 | $2.20M | 1.77% | −70−0.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 19,476 | $2.21M | 0.09% | +19,476 | New |