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; 4,425 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
- 4,425
- +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
- 1,881 more added
- Sold out
- 185
- 1,863 more reduced
64 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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, 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 |
|---|---|---|---|---|---|
| Cordant, Inc. | 2 | $203 | 0.00% | +2 | New |
| Chelsea Counsel Co | 4 | $454 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 9 | $1.02K | 0.02% | +3+50.0% | Added |
| 3 Factor Indexing, LLC | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 21 | $2.38K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 23 | $2.60K | 0.00% | −2,500−99.1% | Reduced |
| Vanguard Advisers Inc | 23 | $2.60K | 0.00% | −37−61.7% | Reduced |
| Nvest Wealth Strategies, Inc. | 28 | $3.17K | 0.00% | +13+86.7% | Added |
| Insight Financial Services | 30 | $3.40K | 0.00% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 30 | $3.40K | 0.00% | +30 | New |
| Harborfront Financial Group LLC | 34 | $3.86K | 0.01% | +34 | New |
| Bare Financial Services, Inc | 38 | $4.30K | 0.00% | −24−38.7% | Reduced |
| Luminist Capital LLC | 42 | $4.76K | 0.01% | +42 | New |
| Syntax Research, Inc. | 50 | $5.66K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 53 | $6.00K | 0.00% | −271−83.6% | Reduced |
| Friedenthal Financial | 60 | $6.78K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 61 | $6.91K | 0.00% | −956−94.0% | Reduced |
| Redwood Park Advisors LLC | 67 | $7.56K | 0.01% | +1+1.5% | Added |
| Atomic Invest LLC | 66 | $7.60K | 0.00% | −55−45.5% | Reduced |
| Navigoe, LLC | 82 | $9.00K | 0.00% | +31+60.8% | Added |
| Cornerstone National Bank & Trust Co | 84 | $9.14K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 82 | $9.29K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 83 | $9.40K | 0.36% | −47−36.2% | Reduced |
| Park Square Financial Group, LLC | 87 | $9.85K | 0.09% | −19−17.9% | Reduced |
| Longfellow Investment Management Co LLC | 87 | $9.85K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 93 | $10.5K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 100 | $11.3K | 0.04% | −18−15.3% | Reduced |
| Entrust Financial LLC | 102 | $11.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 102 | $11.6K | 0.01% | +30+41.7% | Added |
| Bellevue Asset Management, LLC | 107 | $12.1K | 0.01% | +20+23.0% | Added |
| Investment Counsel Co of Nevada | 117 | $13.3K | 0.02% | +81+225.0% | Added |
| Decker Retirement Planning Inc. | 122 | $13.8K | 0.00% | +122 | New |
| ESL Trust Services, LLC | 123 | $13.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 128 | $14.5K | 0.02% | −275−68.2% | Reduced |
| Seneschal Advisors, LLC | 136 | $15.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 139 | $15.8K | 0.00% | −24−14.7% | Reduced |
| Phillip James Consulting Co. | 141 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 152 | $17.3K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 156 | $17.7K | 0.01% | +51+48.6% | Added |
| Matrix Trust Co | 161 | $18.0K | 0.00% | −150−48.2% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 173 | $20.0K | 0.00% | −55−24.1% | Reduced |
| Whipplewood Advisors, LLC | 177 | $20.0K | 0.01% | −1,934−91.6% | Reduced |
| Comprehensive Financial Planning, Inc. | 182 | $20.7K | 0.01% | +1+0.6% | Added |
| Lam Group, Inc. | 183 | $20.7K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 199 | $23.0K | 0.00% | +199 | New |
| Barrett & Company, Inc. | 204 | $23.1K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 209 | $23.7K | 0.00% | −1,756−89.4% | Reduced |
| Daytona Street Capital LLC | 214 | $24.3K | 0.02% | 00.0% | Unchanged |
| Lipe & Dalton | 224 | $25.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 222 | $25.1K | 0.00% | +222 | New |
| DecisionPoint Financial, LLC | 239 | $26.0K | 0.00% | +20+9.1% | Added |
| Copia Wealth Management | 236 | $26.7K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 242 | $27.4K | 0.01% | 00.0% | Unchanged |
| Collier Financial | 246 | $27.8K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 247 | $28.0K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 255 | $28.9K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 270 | $30.6K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 272 | $30.8K | 0.02% | +11+4.2% | Added |
| Montgomery Financial Services LLC | 282 | $32.0K | 0.03% | +282 | New |
| Paladin Advisory Group, LLC | 285 | $32.3K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 292 | $33.1K | 0.01% | +124+73.8% | Added |
| Turim 21 Investimentos Ltda. | 296 | $33.5K | 0.01% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 300 | $34.0K | 0.05% | 00.0% | Unchanged |
| Pingora Partners LLC | 300 | $34.0K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 300 | $34.0K | 0.02% | 00.0% | Unchanged |
| Copos Capital S.a r.l. | 302 | $34.2K | 0.00% | +302 | New |
| Glass Jacobson Investment Advisors llc | 307 | $34.8K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 303 | $35.1K | 0.02% | −7−2.3% | Reduced |
| BTG Pactual Asset Management US LLC | 318 | $36.0K | 0.00% | +318 | New |
| Vima LLC | 330 | $37.4K | 0.04% | +330 | New |
| Tower Trust & Investment Co | 342 | $38.7K | 0.02% | +9+2.7% | Added |
| Blueline Advisors LLC | 345 | $39.1K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 352 | $39.9K | 0.01% | +162+85.3% | Added |
| Battery Global Advisors, LLC | 357 | $40.4K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 372 | $42.2K | 0.02% | +1+0.3% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 400 | $45.3K | 0.01% | −6,686−94.4% | Reduced |
| Ramirez Asset Management, Inc. | 400 | $45.3K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 417 | $47.2K | 0.01% | −454−52.1% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 417 | $47.5K | 0.06% | +237+131.7% | Added |
| Hara Capital LLC | 420 | $47.6K | 0.03% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 422 | $47.8K | 0.04% | +3+0.7% | Added |
| Centerpoint Advisors, LLC | 428 | $48.0K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 433 | $49.0K | 0.02% | −118−21.4% | Reduced |
| Regatta Research & Money Management | 451 | $51.0K | 0.05% | +451 | New |
| Birchwood Financial Partners, Inc. | 453 | $51.3K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 456 | $51.6K | 0.02% | +6+1.3% | Added |
| Paladin Partners, LLC | 465 | $52.7K | 0.03% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 468 | $53.0K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 471 | $53.3K | 0.06% | −315−40.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 496 | $56.2K | 0.01% | +83+20.1% | Added |
| IAG Wealth Partners, LLC | 512 | $57.9K | 0.01% | −202−28.3% | Reduced |
| Longview Financial Advisors LLC | 519 | $58.8K | 0.03% | −23−4.2% | Reduced |
| Evolution Wealth Management Inc. | 536 | $60.7K | 0.04% | +220+69.6% | Added |
| Tanglewood Legacy Advisors, LLC | 549 | $62.2K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 555 | $62.9K | 0.00% | −7,915−93.4% | Reduced |
| Nexus Investment Management ULC | 555 | $62.9K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 562 | $63.7K | 0.01% | −65−10.4% | Reduced |
| Financial Avengers, Inc. | 570 | $64.6K | 0.03% | +2+0.4% | Added |
| Miller Global Investments, LLC | 606 | $68.6K | 0.06% | +135+28.7% | Added |
| Finley Financial, LLC | 609 | $69.0K | 0.03% | 00.0% | Unchanged |