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 |
|---|---|---|---|---|---|
| MBA Advisors LLC | 4,579 | $518.6K | 0.18% | +83+1.8% | Added |
| WealthPoint Financial, LLC | 4,579 | $518.7K | 0.38% | +280+6.5% | Added |
| Demars Financial Group, LLC | 4,580 | $518.7K | 0.14% | −149−3.2% | Reduced |
| Tru Independence Asset Management 2, LLC | 4,581 | $518.8K | 0.28% | +321+7.5% | Added |
| Coyle Financial Counsel LLC | 4,581 | $518.8K | 0.09% | −169−3.6% | Reduced |
| Lynch Investment Planning, LLC | 4,588 | $519.6K | 0.40% | +20.0% | Added |
| MPS Loria Financial Planners, LLC | 4,594 | $520.4K | 0.12% | −163−3.4% | Reduced |
| Oath Planning, LLC | 4,600 | $521.0K | 0.39% | +340+8.0% | Added |
| Clear Wave Wealth Management LLC | 4,603 | $521.3K | 0.12% | +108+2.4% | Added |
| Financial Perspectives, Inc | 4,618 | $523.0K | 0.13% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,618 | $523.0K | 0.11% | +59+1.3% | Added |
| Wealthedge Investment Advisors, LLC | 4,619 | $523.2K | 0.18% | −379−7.6% | Reduced |
| Hoese & Co LLP | 4,624 | $523.7K | 0.34% | +4,219+1,041.7% | Added |
| Ballew Advisors, Inc | 4,687 | $524.1K | 0.27% | +20.0% | Added |
| Barings LLC | 4,629 | $524.3K | 0.01% | +2,015+77.1% | Added |
| TTP Investments, Inc. | 4,633 | $524.8K | 0.21% | +2,593+127.1% | Added |
| Cypress Asset Management Inc | 4,641 | $525.6K | 0.10% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 4,645 | $526.1K | 0.04% | +157+3.5% | Added |
| VSM Wealth Advisory, LLC | 4,656 | $527.4K | 0.14% | +3+0.1% | Added |
| Independent Wealth Network Inc. | 4,659 | $527.6K | 0.13% | −316−6.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,660 | $527.8K | 0.35% | +578+14.2% | Added |
| Everest Financial Group LLC | 4,666 | $528.4K | 0.07% | +574+14.0% | Added |
| Claris Advisors, LLC | 4,668 | $528.7K | 0.14% | −6−0.1% | Reduced |
| Tradewinds Capital Management, LLC | 4,677 | $529.7K | 0.09% | −100−2.1% | Reduced |
| Peak Asset Management, LLC | 4,677 | $529.7K | 0.08% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 4,680 | $530.1K | 0.39% | +4,680 | New |
| Ascension Capital Advisors, Inc. | 4,682 | $530.3K | 0.15% | +211+4.7% | Added |
| Atlas Wealth LLC | 4,689 | $531.1K | 0.08% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,692 | $531.4K | 0.10% | +57+1.2% | Added |
| Ridgecrest Wealth Partners, LLC | 4,700 | $532.3K | 0.26% | +358+8.2% | Added |
| Schoolcraft Capital LLC | 4,704 | $532.8K | 0.09% | 00.0% | Unchanged |
| Financial Harvest, LLC | 4,714 | $533.9K | 0.22% | +1,073+29.5% | Added |
| Natural Investments, LLC | 4,729 | $535.0K | 0.12% | +77+1.7% | Added |
| Merited Wealth, LLC | 4,725 | $535.2K | 0.38% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 4,727 | $535.3K | 0.29% | −820−14.8% | Reduced |
| Yarger Wealth Strategies, LLC | 4,702 | $535.6K | 0.19% | −389−7.6% | Reduced |
| LifeWealth Investments, LLC | 4,729 | $535.6K | 0.14% | +410+9.5% | Added |
| Stordahl Capital Management, Inc. | 4,743 | $537.2K | 0.10% | +40+0.9% | Added |
| Owl Creek Wealth Partners LLC | 4,745 | $537.4K | 0.16% | +399+9.2% | Added |
| Meridian Wealth Partners, LLC | 4,749 | $537.9K | 0.07% | +74+1.6% | Added |
| American National Bank of Texas | 4,750 | $538.0K | 0.49% | −1,250−20.8% | Reduced |
| TCFG Investment Advisors, LLC | 4,753 | $538.2K | 0.18% | −273−5.4% | Reduced |
| Watershed Private Wealth LLC | 4,758 | $538.9K | 0.15% | −1,232−20.6% | Reduced |
| SimpliFi, Inc. | 4,759 | $539.0K | 0.21% | +4,759 | New |
| M.E. Allison & Co., Inc. | 4,766 | $539.8K | 0.31% | +10.0% | Added |
| Principal Street Partners, LLC | 4,778 | $541.1K | 0.08% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 4,780 | $541.4K | 0.28% | +17+0.4% | Added |
| WPWealth LLP | 4,780 | $541.4K | 0.08% | −529−10.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4,792 | $542.7K | 1.66% | +3,257+212.2% | Added |
| Aspen Grove Capital, LLC | 4,793 | $542.9K | 0.08% | −9−0.2% | Reduced |
| Landmark Wealth Management, LLC | 4,809 | $544.7K | 0.13% | +10.0% | Added |
| Curio Wealth, LLC | 4,813 | $545.1K | 0.17% | −52−1.1% | Reduced |
| Family Wealth Group, LLC | 4,816 | $545.4K | 0.29% | +86+1.8% | Added |
| RNC Capital Management LLC | 4,818 | $545.7K | 0.02% | −132−2.7% | Reduced |
| Stewardship Advisors, LLC | 4,831 | $547.2K | 0.11% | +249+5.4% | Added |
| Verisail Partners, LLC | 4,845 | $548.7K | 0.20% | +9+0.2% | Added |
| Parrish Capital LLC | 4,873 | $551.9K | 0.53% | +138+2.9% | Added |
| Legacy Advisory Services, LLC | 4,873 | $551.9K | 0.39% | +192+4.1% | Added |
| MinichMacGregor Wealth Management, LLC | 4,878 | $552.5K | 0.08% | −2,130−30.4% | Reduced |
| Coastal Investment Advisors, Inc. | 4,881 | $552.9K | 0.17% | +792+19.4% | Added |
| Cache Advisors, LLC | 4,890 | $553.8K | 0.05% | 00.0% | Unchanged |
| Sun Financial Inc | 4,921 | $554.4K | 0.26% | −364−6.9% | Reduced |
| Roan Capital Partners | 4,903 | $555.3K | 0.46% | −33−0.7% | Reduced |
| Cape Investment Advisory, Inc. | 4,905 | $555.5K | 0.15% | +176+3.7% | Added |
| Two West Capital Advisors LLC | 4,952 | $555.6K | 0.28% | +127+2.6% | Added |
| Unique Wealth, LLC | 4,910 | $556.1K | 0.06% | +9+0.2% | Added |
| Covenant Asset Management, LLC | 4,912 | $556.4K | 0.10% | +2,690+121.1% | Added |
| Mainsail Asset Management, LLC | 4,872 | $556.6K | 0.22% | −4,981−50.6% | Reduced |
| Collaborative Capital Advisors LLC | 4,921 | $557.3K | 0.35% | +4,921 | New |
| Chesapeake Asset Management LLC | 5,060 | $557.6K | 0.43% | −1,128−18.2% | Reduced |
| Piedmont Capital Management, LLC | 4,930 | $558.4K | 0.34% | −897−15.4% | Reduced |
| Mason & Associates Inc | 4,933 | $558.7K | 0.09% | +10.0% | Added |
| Carmel Capital Partners, LLC | 4,937 | $559.2K | 0.18% | −409−7.7% | Reduced |
| Gordian Advisors LLC | 4,947 | $560.3K | 0.33% | +5+0.1% | Added |
| Alpha Omega Wealth Management LLC | 4,951 | $560.8K | 0.09% | −1,834−27.0% | Reduced |
| Campion Asset Management LLC | 4,967 | $562.6K | 0.34% | +55+1.1% | Added |
| Cedarwood Wealth LLC | 4,985 | $564.6K | 0.43% | +864+21.0% | Added |
| Balance Wealth, LLC | 4,985 | $564.6K | 0.15% | +664+15.4% | Added |
| Index Technologies Group LLC | 4,988 | $564.9K | 0.45% | +43+0.9% | Added |
| Horst & Graben Wealth Management LLC | 5,193 | $565.1K | 0.07% | −42−0.8% | Reduced |
| Fidelity D & D Bancorp Inc | 4,992 | $565.4K | 0.19% | −10.0% | Reduced |
| Next Level Private LLC | 4,996 | $565.8K | 0.11% | −45−0.9% | Reduced |
| Palogic Value Management, L.P. | 5,000 | $566.0K | 0.20% | +5,000 | New |
| RWM Asset Management, LLC | 5,091 | $566.1K | 0.08% | −4,630−47.6% | Reduced |
| Caption Management, LLC | 5,000 | $566.3K | 0.02% | −135,000−96.4% | Reduced |
| Merrion Investment Management Co, LLC | 5,000 | $566.3K | 0.27% | 00.0% | Unchanged |
| Key Capital Management, INC | 5,011 | $567.6K | 0.29% | +2,439+94.8% | Added |
| Renaissance Investment Group LLC | 5,015 | $568.0K | 0.11% | −10−0.2% | Reduced |
| Capstone Wealth Management, LLC | 5,015 | $568.0K | 0.26% | +60+1.2% | Added |
| Family Investment Center, Inc. | 5,022 | $568.8K | 0.09% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 5,022 | $568.8K | 0.11% | +168+3.5% | Added |
| Tealwood Asset Management Inc | 5,025 | $569.0K | 0.22% | −450−8.2% | Reduced |
| Stegent Equity Advisors, Inc. | 5,039 | $570.7K | 0.41% | −3,139−38.4% | Reduced |
| Pacitti Group Inc. | 5,056 | $572.6K | 0.18% | +8+0.2% | Added |
| Firestone Capital Management | 5,056 | $572.6K | 0.11% | −128−2.5% | Reduced |
| Evanson Financial, LLC | 5,064 | $573.5K | 0.03% | +5,064 | New |
| FORA Capital, LLC | 5,068 | $573.8K | 0.04% | +5,068 | New |
| Old Point Trust & Financial Services N A | 5,072 | $574.5K | 0.17% | +961+23.4% | Added |
| Integrity Financial Corp | 5,074 | $574.7K | 0.27% | −308−5.7% | Reduced |
| Aletheian Wealth Advisors LLC | 5,076 | $574.9K | 0.25% | +571+12.7% | Added |