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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 3,804 | $430.8K | 0.07% | +941+32.9% | Added |
| Strategies Wealth Advisors, LLC | 3,807 | $431.2K | 0.04% | −32−0.8% | Reduced |
| Awm Capital, LLC | 3,814 | $432.0K | 0.03% | +955+33.4% | Added |
| Strathmore Capital Advisors, Inc. | 3,924 | $433.2K | 0.12% | −22−0.6% | Reduced |
| B&L Asset Management LLC | 3,825 | $433.2K | 0.15% | −45−1.2% | Reduced |
| IMZ Advisory Inc | 3,829 | $433.7K | 0.14% | +15+0.4% | Added |
| Sanchez Levi Garrett | 3,832 | $434.0K | 0.24% | +184+5.0% | Added |
| Pembroke Management, LTD | 3,837 | $434.6K | 0.06% | −14−0.4% | Reduced |
| Hoge Financial Services, LLC | 3,842 | $435.1K | 0.21% | +24+0.6% | Added |
| Prosperitas Financial LLC | 3,848 | $435.8K | 0.14% | −31−0.8% | Reduced |
| Lifestyle Asset Management, Inc. | 3,853 | $436.4K | 0.12% | −446−10.4% | Reduced |
| Family Wealth Partners, LLC | 3,855 | $436.6K | 0.13% | −900−18.9% | Reduced |
| Searcy Financial Services Inc | 3,857 | $436.9K | 0.15% | +4+0.1% | Added |
| Sigma Investment Counselors Inc | 3,861 | $437.3K | 0.02% | +480+14.2% | Added |
| Landmark Wealth Management, Inc. | 3,861 | $437.3K | 0.14% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 3,861 | $437.3K | 0.15% | −155−3.9% | Reduced |
| Abacus Wealth Partners, LLC | 3,862 | $437.4K | 0.05% | −1,875−32.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,863 | $437.5K | 0.14% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 3,871 | $438.2K | 0.00% | +630+19.4% | Added |
| Rice Hall James & Associates, LLC | 3,873 | $438.7K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3,526 | $438.8K | 0.02% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,875 | $438.9K | 0.24% | −390−9.1% | Reduced |
| Flagship Wealth Advisors, LLC | 3,881 | $439.6K | 0.10% | +2,004+106.8% | Added |
| Cogent Private Wealth, Inc. | 3,882 | $439.7K | 0.27% | −220−5.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,885 | $440.0K | 0.05% | 00.0% | Unchanged |
| Burton Enright Welch | 3,889 | $440.5K | 0.05% | −947−19.6% | Reduced |
| Acima Private Wealth, LLC | 3,900 | $441.7K | 0.13% | 00.0% | Unchanged |
| Meredith Wealth Planning | 3,906 | $442.4K | 0.10% | −252−6.1% | Reduced |
| Maple Capital Management, Inc. | 3,908 | $442.6K | 0.03% | +703+21.9% | Added |
| Royal Harbor Partners, LLC | 3,913 | $443.2K | 0.14% | +50+1.3% | Added |
| Wellington-Altus USA Inc. | 3,573 | $444.1K | 0.32% | +207+6.1% | Added |
| Asset Planning,Inc | 3,923 | $444.3K | 0.29% | +192+5.1% | Added |
| Wealth Watch Advisors, INC | 3,929 | $445.0K | 0.14% | −40−1.0% | Reduced |
| SLT Holdings LLC | 3,932 | $445.3K | 0.28% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 3,950 | $447.4K | 0.09% | −48−1.2% | Reduced |
| Financial Enhancement Group LLC | 3,954 | $447.9K | 0.05% | −4−0.1% | Reduced |
| Horizon Investment Services, LLC | 3,958 | $448.3K | 0.12% | −137−3.3% | Reduced |
| Lantern Wealth Advisors, LLC | 3,959 | $448.3K | 0.21% | +10.0% | Added |
| Beto Financial Group, LLC | 3,997 | $448.5K | 0.24% | +74+1.9% | Added |
| Blom & Howell Financial Planning, Inc. | 3,962 | $448.8K | 0.37% | −22−0.6% | Reduced |
| ERn Financial, LLC | 3,963 | $448.8K | 0.07% | +10+0.3% | Added |
| Great Waters Wealth Management | 3,978 | $450.5K | 0.04% | +461+13.1% | Added |
| DecisionMap Wealth Management, LLC | 3,985 | $451.3K | 0.25% | −60−1.5% | Reduced |
| Capital Squared Financial LLC | 3,985 | $451.3K | 0.30% | +9+0.2% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 3,994 | $452.4K | 0.06% | −6,052−60.2% | Reduced |
| Waycross Partners, LLC | 4,000 | $453.0K | 0.04% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 4,001 | $453.2K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4,007 | $453.9K | 0.12% | +1,337+50.1% | Added |
| Alpha Financial Partners, LLC | 4,008 | $453.9K | 0.24% | +152+3.9% | Added |
| Green Ridge Wealth Planning LLC | 4,008 | $454.0K | 0.19% | −496−11.0% | Reduced |
| Alaethes Wealth LLC | 4,009 | $454.1K | 0.13% | −47−1.2% | Reduced |
| Founders Capital Management | 4,011 | $454.3K | 0.20% | −37−0.9% | Reduced |
| Westbourne Investments, Inc. | 4,015 | $454.7K | 0.19% | −302−7.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,018 | $455.0K | 0.12% | +731+22.2% | Added |
| Odyssey Capital Advisors, Inc. | 4,021 | $455.4K | 0.33% | −101−2.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 4,028 | $456.2K | 0.03% | −311−7.2% | Reduced |
| Elite Life Management LLC | 4,062 | $456.3K | 0.53% | −194−4.6% | Reduced |
| Arq Wealth Advisors, LLC | 4,174 | $456.3K | 0.06% | +628+17.7% | Added |
| CM Wealth Advisors LLC | 4,030 | $456.4K | 0.08% | −53−1.3% | Reduced |
| Adams Wealth Management | 4,042 | $457.8K | 0.09% | +780+23.9% | Added |
| Financial Freedom, LLC | 4,045 | $458.2K | 0.21% | +6+0.1% | Added |
| First Growth Capital LLC | 4,048 | $458.5K | 0.35% | +79+2.0% | Added |
| Finward Bancorp | 4,059 | $459.7K | 0.35% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 4,043 | $460.2K | 0.11% | +2,183+117.4% | Added |
| Future Financial Wealth Managment LLC | 4,246 | $460.3K | 0.29% | +122+3.0% | Added |
| TCP Asset Management, LLC | 4,066 | $460.5K | 0.05% | −2,346−36.6% | Reduced |
| Tenet Wealth Partners, LLC | 4,130 | $461.5K | 0.34% | +4,130 | New |
| Prota Financial, LLC | 4,242 | $461.6K | 0.30% | −164−3.7% | Reduced |
| McCartney Wealth Management LLC | 4,078 | $461.9K | 0.35% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 4,085 | $462.7K | 0.29% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 4,089 | $463.1K | 0.06% | +300+7.9% | Added |
| Collective Family Office LLC | 4,090 | $463.2K | 0.09% | −75−1.8% | Reduced |
| Vista Private Wealth Partners. LLC | 4,019 | $463.3K | 0.15% | +458+12.9% | Added |
| Cornerstone Wealth, LLC | 4,117 | $463.3K | 0.23% | −20,020−82.9% | Reduced |
| Provident Wealth Management, LLC | 4,092 | $463.5K | 0.12% | +1,398+51.9% | Added |
| Swisher Financial Concepts, Inc. | 4,095 | $463.8K | 0.29% | −2,429−37.2% | Reduced |
| Spahn Wealth & Retirement LLC | 4,098 | $464.1K | 0.30% | 00.0% | Unchanged |
| Asempa Wealth Advisors | 4,100 | $464.3K | 0.35% | +608+17.4% | Added |
| Clean Yield Group | 4,102 | $464.5K | 0.12% | +10.0% | Added |
| SWMG, LLC | 4,088 | $464.8K | 0.11% | +5+0.1% | Added |
| Crew Capital Management, Ltd. | 4,107 | $465.2K | 0.25% | 00.0% | Unchanged |
| Aire Advisors, LLC | 4,131 | $467.9K | 0.08% | −133−3.1% | Reduced |
| Pine Harbor Wealth Management, LLC | 4,133 | $468.1K | 0.13% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 4,135 | $468.3K | 0.26% | −344−7.7% | Reduced |
| Searle & Co. | 4,135 | $468.3K | 0.11% | +836+25.3% | Added |
| Sar Wealth Management Group, LLC | 4,144 | $469.3K | 0.22% | −24−0.6% | Reduced |
| Hillsdale Investment Management Inc. | 4,147 | $469.7K | 0.01% | −2,750−39.9% | Reduced |
| Goldstein Advisors, LLC | 4,150 | $470.0K | 0.04% | +318+8.3% | Added |
| WealthBridge Capital Management, LLC | 4,152 | $470.2K | 0.09% | +15+0.4% | Added |
| Riverstone Advisors, LLC | 4,153 | $470.4K | 0.20% | +364+9.6% | Added |
| Eagle Capital Management, LLC | 4,167 | $472.0K | 0.16% | 00.0% | Unchanged |
| ASL Financial, LLC | 4,172 | $472.5K | 0.33% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 4,173 | $472.6K | 0.15% | 00.0% | Unchanged |
| Strategic Wealth Designers | 4,179 | $473.3K | 0.06% | −156−3.6% | Reduced |
| Helium Advisors LLC | 4,197 | $475.4K | 0.39% | −85−2.0% | Reduced |
| Birmingham Capital Management Co Inc | 4,200 | $476.0K | 0.18% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 4,203 | $476.0K | 0.14% | +5+0.1% | Added |
| Schulz Wealth, LTD. | 4,209 | $476.7K | 0.25% | +4,209 | New |
| Horizon Family Wealth, Inc. | 4,210 | $476.8K | 0.22% | +234+5.9% | Added |
| Capital Advisors, Ltd. LLC | 4,210 | $477.0K | 0.05% | −219−4.9% | Reduced |