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; 4,426 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
- 4,426
- +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
- 1,864 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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Fund Advisors of America Inc | 4,219 | $477.8K | 0.43% | −63−1.5% | Reduced |
| Sather Financial Group Inc | 4,220 | $478.0K | 0.03% | +348+9.0% | Added |
| Ssi Investment Management LLC | 4,220 | $478.0K | 0.03% | 00.0% | Unchanged |
| Innova Wealth Partners | 4,220 | $478.0K | 0.20% | −26−0.6% | Reduced |
| ETF Store, Inc. | 4,230 | $479.1K | 0.40% | +13+0.3% | Added |
| Advocacy Wealth Management Services, LLC | 4,235 | $479.7K | 0.02% | +222+5.5% | Added |
| Fiduciary Financial Group, LLC | 4,241 | $480.3K | 0.05% | +545+14.7% | Added |
| FSA Advisors, Inc. | 4,257 | $480.4K | 0.22% | +4,257 | New |
| Alternative Investment Advisors, LLC. | 4,249 | $481.2K | 0.19% | +98+2.4% | Added |
| Fiera Capital Corp | 4,250 | $481.4K | 0.00% | −106−2.4% | Reduced |
| Arsenal Capital Advisors LLC | 4,254 | $481.8K | 0.28% | +36+0.9% | Added |
| Stembrook Asset Management, LLC | 4,257 | $482.1K | 0.42% | 00.0% | Unchanged |
| Rinkey Investments | 4,261 | $482.6K | 0.11% | +300+7.6% | Added |
| GGM Financials LLC | 4,270 | $483.7K | 0.18% | +2,033+90.9% | Added |
| LVM Capital Management Ltd | 4,270 | $484.0K | 0.04% | −50−1.2% | Reduced |
| Granite FO LLC | 4,275 | $484.2K | 0.26% | 00.0% | Unchanged |
| RHS Financial, LLC | 4,276 | $484.3K | 0.20% | −134−3.0% | Reduced |
| Norway Savings Bank | 4,280 | $484.8K | 0.20% | −201−4.5% | Reduced |
| Goepper Burkhardt LLC | 4,281 | $484.9K | 0.15% | −1,482−25.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,286 | $485.5K | 0.12% | −158−3.6% | Reduced |
| SageOak Financial, LLC | 4,287 | $485.5K | 0.32% | 00.0% | Unchanged |
| STAR Financial Bank | 4,288 | $485.7K | 0.20% | +891+26.2% | Added |
| Rose Capital Advisors LLC | 4,291 | $486.0K | 0.26% | +4,291 | New |
| Tandem Investment Advisors, Inc. | 4,291 | $486.0K | 0.03% | −1,201−21.9% | Reduced |
| Flow Traders U.S. LLC | 4,291 | $486.0K | 0.02% | +4,291 | New |
| Curran Financial Partners, LLC | 4,291 | $486.0K | 0.07% | −260−5.7% | Reduced |
| First National Bank Sioux Falls | 3,897 | $486.4K | 0.13% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 4,295 | $486.5K | 0.07% | −309−6.7% | Reduced |
| Planning Alternatives Ltd | 4,296 | $486.6K | 0.05% | −287−6.3% | Reduced |
| LifePlan Investment Advisors, Inc. | 4,296 | $486.6K | 0.17% | +319+8.0% | Added |
| Bourgeon Capital Management LLC | 4,310 | $488.2K | 0.07% | −1,532−26.2% | Reduced |
| Curated Wealth Partners LLC | 4,315 | $488.7K | 0.06% | +1,102+34.3% | Added |
| Truepoint, Inc. | 4,319 | $489.2K | 0.01% | +107+2.5% | Added |
| Broadway Wealth Solutions, Inc. | 4,330 | $490.4K | 0.23% | +15+0.3% | Added |
| Fielder Capital Group LLC | 4,332 | $490.7K | 0.11% | −331−7.1% | Reduced |
| Legacy Edge Advisors, LLC | 4,332 | $490.7K | 0.05% | −214−4.7% | Reduced |
| ELCO Management Co., LLC | 4,333 | $490.8K | 0.21% | +100+2.4% | Added |
| Aspire Capital Advisors LLC | 4,348 | $492.5K | 0.10% | +181+4.3% | Added |
| Miller Capital Partners, Inc. | 4,350 | $492.7K | 0.19% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 4,350 | $492.7K | 0.09% | +4,350 | New |
| Bearing Point Capital, LLC | 4,353 | $493.0K | 0.07% | +92+2.2% | Added |
| Vance Wealth, Inc. | 4,357 | $493.5K | 0.11% | +174+4.2% | Added |
| FreeGulliver LLC | 4,361 | $493.9K | 0.17% | −797−15.5% | Reduced |
| Parkway Wealth Management Group, LLC | 4,362 | $494.0K | 0.06% | −232−5.1% | Reduced |
| CPA Asset Management LLC | 4,365 | $494.4K | 0.14% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,367 | $494.7K | 0.31% | +11+0.3% | Added |
| New World Advisors LLC | 4,369 | $494.8K | 0.08% | −83−1.9% | Reduced |
| Optima Capital LLC | 4,370 | $495.0K | 0.20% | +10.0% | Added |
| Avid Wealth Partners LLC | 4,377 | $495.7K | 0.24% | +1,062+32.0% | Added |
| Fairscale Capital, LLC | 4,378 | $495.9K | 0.30% | 00.0% | Unchanged |
| Taylor Securities Services, Inc. | 4,379 | $496.0K | 0.20% | +313+7.7% | Added |
| Scarborough Advisors, LLC | 4,111 | $497.7K | 0.06% | −2,609−38.8% | Reduced |
| Armbruster Capital Management, Inc. | 4,395 | $497.8K | 0.07% | 00.0% | Unchanged |
| Wealth Analytics Partners, LLC | 4,379 | $497.9K | 0.18% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 4,400 | $498.4K | 0.02% | +856+24.2% | Added |
| SilverOak Wealth Management LLC | 4,402 | $498.6K | 0.06% | +9+0.2% | Added |
| PAX Financial Group, LLC | 4,403 | $498.7K | 0.07% | −285−6.1% | Reduced |
| Echo45 Advisors LLC | 4,403 | $498.7K | 0.26% | −491−10.0% | Reduced |
| Towercrest Capital Management | 4,403 | $498.7K | 0.07% | +50+1.1% | Added |
| LifeGoal Wealth Advisors | 4,413 | $499.9K | 0.23% | −2,277−34.0% | Reduced |
| Allium Financial Advisors, LLC | 4,443 | $503.2K | 0.33% | −46−1.0% | Reduced |
| Smith Asset Management Co., LLC | 4,444 | $503.3K | 0.40% | −15−0.3% | Reduced |
| Omnia Family Wealth, LLC | 4,445 | $503.4K | 0.13% | −62−1.4% | Reduced |
| Clarus Wealth Advisors | 4,460 | $504.4K | 0.19% | +860+23.9% | Added |
| Rodgers & Associates, LTD | 4,458 | $504.9K | 0.05% | +4,458 | New |
| Orion Investment Co | 4,459 | $505.0K | 0.15% | −47−1.0% | Reduced |
| StrongBox Wealth, LLC | 4,461 | $505.3K | 0.14% | −40−0.9% | Reduced |
| Noble Wealth Management PBC | 4,472 | $506.5K | 0.23% | +20+0.4% | Added |
| Client 1st Advisory Group, LLC | 4,474 | $506.8K | 0.14% | +687+18.1% | Added |
| Midwestern Financial, LLC | 4,477 | $507.1K | 0.36% | +17+0.4% | Added |
| Arlington Trust Co LLC | 4,482 | $507.6K | 0.04% | −643−12.5% | Reduced |
| Millstone Evans Group, LLC | 4,485 | $508.0K | 0.27% | −586−11.6% | Reduced |
| Copley Financial Group, Inc. | 4,485 | $508.0K | 0.31% | −397−8.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,500 | $509.0K | 0.04% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 4,495 | $509.2K | 0.13% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 4,526 | $509.3K | 0.17% | −936−17.1% | Reduced |
| DAGCO, Inc. | 4,497 | $509.3K | 0.09% | +2,150+91.6% | Added |
| Huber Capital Management LLC | 4,500 | $509.7K | 0.08% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,500 | $509.7K | 0.40% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 4,500 | $509.7K | 0.15% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 4,500 | $509.7K | 0.05% | +1,479+49.0% | Added |
| Michael Brady & Co., LLC | 4,500 | $509.7K | 0.45% | −505−10.1% | Reduced |
| Tamar Securities, LLC | 4,503 | $510.0K | 0.05% | −386−7.9% | Reduced |
| Provident Living Financial Services, Inc. | 4,506 | $510.4K | 0.50% | −84−1.8% | Reduced |
| Tranquility Partners, LLC | 4,517 | $511.6K | 0.18% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 4,531 | $513.2K | 0.03% | −131−2.8% | Reduced |
| Ducere Wealth Management LLC | 4,536 | $513.8K | 0.15% | +443+10.8% | Added |
| Leelyn Smith, LLC | 4,537 | $513.9K | 0.06% | −2,385−34.5% | Reduced |
| Rise Advisors, LLC | 4,538 | $514.0K | 0.14% | +117+2.6% | Added |
| West Chester Capital Advisors, Inc | 4,539 | $514.1K | 0.34% | −4,000−46.8% | Reduced |
| Sawyer & Company, Inc | 4,541 | $514.3K | 0.17% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 4,543 | $514.6K | 0.67% | −295−6.1% | Reduced |
| Elm Partners Management LLC | 4,544 | $514.7K | 0.02% | +18+0.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,547 | $515.0K | 0.02% | +351+8.4% | Added |
| Wealth Group Ltd | 4,547 | $515.0K | 0.10% | +268+6.3% | Added |
| Global X Japan Co., Ltd. | 4,553 | $515.7K | 0.02% | −483−9.6% | Reduced |
| Sutton Place Investors LLC | 4,554 | $515.8K | 0.25% | −20−0.4% | Reduced |
| Liberty Square Wealth Partners LLC | 4,560 | $516.5K | 0.12% | +620+15.7% | Added |
| Anson Capital, Inc. | 4,569 | $517.5K | 0.34% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 4,577 | $518.4K | 0.21% | +425+10.2% | Added |