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 |
|---|---|---|---|---|---|
| Nelson Capital Management, LLC | 5,079 | $575.2K | 0.06% | +54+1.1% | Added |
| Hiley Hunt Wealth Management | 5,079 | $575.3K | 0.23% | +10.0% | Added |
| Live Oak Investment Partners | 5,086 | $576.0K | 0.31% | −144−2.8% | Reduced |
| Sylvest Advisors, LLC | 5,096 | $577.1K | 0.26% | +72+1.4% | Added |
| Vision Financial Markets LLC | 5,169 | $577.2K | 0.50% | +10.0% | Added |
| Flywheel Private Wealth LLC | 5,096 | $577.2K | 0.28% | −10.0% | Reduced |
| LMR Partners LLP | 5,097 | $577.3K | 0.00% | −115,134−95.8% | Reduced |
| KTF Investments, LLC | 5,100 | $577.6K | 0.06% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 5,104 | $578.1K | 0.11% | +252+5.2% | Added |
| Core Capital Management & Research, inc. | 5,438 | $579.2K | 0.30% | +5,438 | New |
| Driehaus Capital Management LLC | 5,114 | $579.2K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 5,116 | $579.4K | 0.89% | +5,116 | New |
| Meramec Financial Planners, LLC | 5,189 | $579.9K | 0.21% | −217−4.0% | Reduced |
| Vista Investment Partners II, LLC | 5,134 | $581.4K | 0.23% | −20.0% | Reduced |
| Crusonia Wealth Advisors LLC | 5,134 | $581.5K | 0.10% | +2,146+71.8% | Added |
| Motive Wealth Advisors | 5,138 | $581.9K | 0.24% | −65−1.2% | Reduced |
| NewSquare Capital LLC | 5,159 | $584.3K | 0.04% | +114+2.3% | Added |
| Birchcreek Wealth Management, LLC | 5,163 | $584.8K | 0.23% | +481+10.3% | Added |
| Innovative Asset Advisors Group, LLC | 5,166 | $585.1K | 0.26% | −5−0.1% | Reduced |
| New England Research & Management, Inc. | 5,167 | $585.2K | 0.23% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 5,176 | $586.3K | 0.15% | +1,167+29.1% | Added |
| Sherman Porfolios, LLC | 4,718 | $586.3K | 0.05% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 5,177 | $586.4K | 0.33% | +13+0.3% | Added |
| Laurion Capital Management LP | 5,183 | $587.0K | 0.04% | +5,183 | New |
| Palacios Wealth Management, LLC | 5,184 | $587.1K | 0.35% | −68−1.3% | Reduced |
| Cynosure Management, LLC | 5,189 | $587.7K | 0.09% | +5,189 | New |
| Hanlon Investment Management, Inc. | 5,194 | $588.3K | 0.31% | +52+1.0% | Added |
| Sovereign Investment Advisors, LLC | 5,197 | $588.6K | 0.11% | +100+2.0% | Added |
| Mokosak Advisory Group, LLC | 5,205 | $589.4K | 0.13% | +20+0.4% | Added |
| Vines Capital Management, LLC | 5,204 | $589.4K | 0.48% | −214−3.9% | Reduced |
| One Wealth Advisors, LLC | 5,208 | $589.8K | 0.07% | +244+4.9% | Added |
| Stronghold Wealth Management L.L.C. | 5,208 | $589.9K | 0.79% | +41+0.8% | Added |
| Alliance Wealth Advisors, LLC | 5,215 | $590.6K | 0.24% | +261+5.3% | Added |
| Focused Alpha, LLC | 5,219 | $591.1K | 0.15% | −3,895−42.7% | Reduced |
| Trust Co of Kansas | 5,225 | $592.0K | 0.30% | −340−6.1% | Reduced |
| Access Financial Services, Inc. | 5,229 | $592.2K | 0.19% | +311+6.3% | Added |
| VeraBank, N.A. | 5,232 | $592.6K | 0.10% | −487−8.5% | Reduced |
| Pacific Sun Financial Corp | 5,241 | $593.6K | 0.24% | +1,511+40.5% | Added |
| Gaddis Premier Wealth Advisors LLC | 5,256 | $595.3K | 0.36% | +119+2.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 5,260 | $595.7K | 0.09% | −189−3.5% | Reduced |
| Tanager Wealth Management LLP | 5,260 | $595.7K | 0.05% | +560+11.9% | Added |
| Bright Financial Advisors, Inc. | 5,268 | $596.7K | 0.25% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 5,269 | $597.0K | 0.28% | +211+4.2% | Added |
| J Hagan Capital, Inc. | 5,280 | $598.0K | 0.28% | −310−5.5% | Reduced |
| Sequent Planning LLC | 5,290 | $599.2K | 0.13% | −6−0.1% | Reduced |
| Unify Financial Advisors | 5,310 | $601.4K | 0.56% | −4−0.1% | Reduced |
| Intrepid Financial Planning Group LLC | 5,320 | $602.5K | 0.20% | +125+2.4% | Added |
| Navigation Group, LLC | 5,326 | $603.2K | 0.12% | +10.0% | Added |
| Southern Michigan Bank & Trust | 5,334 | $604.1K | 0.21% | 00.0% | Unchanged |
| GSG Advisors LLC | 5,338 | $604.6K | 0.13% | −100−1.8% | Reduced |
| Hoxton Planning & Management, LLC | 5,344 | $605.3K | 0.16% | +17+0.3% | Added |
| Signature Equity Partners, LLC | 5,357 | $606.7K | 0.28% | −20.0% | Reduced |
| SC&H Financial Advisors, Inc. | 5,358 | $606.9K | 0.08% | +50+0.9% | Added |
| RMG Wealth Management LLC | 5,232 | $607.0K | 0.06% | +292+5.9% | Added |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 5,362 | $607.3K | 0.21% | +5,362 | New |
| Key Financial Inc | 5,365 | $607.6K | 0.10% | −108−2.0% | Reduced |
| Hardin Capital Partners, LLC | 5,348 | $607.7K | 0.28% | −178−3.2% | Reduced |
| Blossom Wealth Management | 5,368 | $608.0K | 0.86% | −166−3.0% | Reduced |
| Fonville Wealth Management LLC | 5,371 | $608.3K | 0.10% | +802+17.6% | Added |
| Dougherty & Associates, LLC | 5,371 | $608.4K | 0.49% | −147−2.7% | Reduced |
| Vantage Point Financial LLC | 5,379 | $609.3K | 0.19% | +86+1.6% | Added |
| Clarendon Private LLC | 5,380 | $609.3K | 0.39% | −156−2.8% | Reduced |
| Legacy Wealth Advisors, LLC | 5,381 | $609.5K | 0.26% | +1,489+38.3% | Added |
| GQG Partners LLC | 5,394 | $610.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,407 | $611.0K | 0.00% | −2,745−33.7% | Reduced |
| Warner Group LLC | 5,395 | $611.1K | 0.15% | +2,790+107.1% | Added |
| Inman Jager Wealth Management, LLC | 5,402 | $611.8K | 0.33% | +10+0.2% | Added |
| Evermay Wealth Management LLC | 5,412 | $613.0K | 0.06% | +494+10.0% | Added |
| Massachusetts Financial Services Co | 5,415 | $613.3K | 0.00% | −36,255−87.0% | Reduced |
| Elevated Capital Advisors, LLC | 5,418 | $613.6K | 0.17% | −1,397−20.5% | Reduced |
| Symphony Financial Services, Inc. | 5,429 | $614.8K | 0.28% | +3+0.1% | Added |
| Planned Solutions, Inc. | 5,429 | $614.9K | 0.18% | +144+2.7% | Added |
| Wood Tarver Financial Group, LLC | 5,441 | $616.0K | 0.15% | +32+0.6% | Added |
| Algert Global LLC | 5,444 | $616.6K | 0.01% | 00.0% | Unchanged |
| Mascagni Wealth Management, Inc. | 5,448 | $617.1K | 0.38% | +2,349+75.8% | Added |
| Shotwell Rutter Baer Inc | 5,449 | $617.1K | 0.34% | 00.0% | Unchanged |
| Marin Bay Wealth Advisors, LLC | 5,449 | $617.3K | 0.33% | −1,202−18.1% | Reduced |
| McRae Capital Management Inc | 5,450 | $617.3K | 0.12% | −600−9.9% | Reduced |
| StoryOne LLC | 5,461 | $618.5K | 0.29% | +5,461 | Added |
| Creative Capital Management Investments LLC | 5,461 | $618.5K | 0.14% | +2,784+104.0% | Added |
| Eclectic Associates Inc | 5,469 | $619.4K | 0.07% | −257−4.5% | Reduced |
| Basepoint Wealth LLC | 5,470 | $619.5K | 0.35% | +17+0.3% | Added |
| Alessandra Capital Management, LLC | 5,470 | $619.5K | 0.44% | +300+5.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 5,471 | $619.7K | 0.04% | +113+2.1% | Added |
| Pine Haven Investment Counsel, Inc | 5,498 | $622.7K | 0.42% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 5,500 | $622.9K | 0.27% | +450+8.9% | Added |
| Essex LLC | 5,504 | $623.4K | 0.09% | −876−13.7% | Reduced |
| Alpine Global Management, LLC | 5,506 | $623.6K | 0.10% | +5,506 | New |
| WMS Group LLC | 5,510 | $624.1K | 0.80% | −27−0.5% | Reduced |
| Saiph Capital, LLC | 5,511 | $624.2K | 0.19% | +5,511 | New |
| DF Dent & Co Inc | 5,512 | $624.3K | 0.01% | −440−7.4% | Reduced |
| August Group Capital Ltd | 5,512 | $624.3K | 0.69% | −123−2.2% | Reduced |
| Channel Wealth LLC | 5,517 | $624.9K | 0.14% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 5,522 | $625.6K | 0.18% | +5,522 | New |
| Kerntke Otto McGlone Wealth Management Group | 5,527 | $625.9K | 0.38% | −115−2.0% | Reduced |
| ARK & TLK Investments, LLC | 5,532 | $626.6K | 0.15% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5,487 | $626.9K | 0.16% | −515−8.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 5,542 | $627.7K | 0.16% | +15+0.3% | Added |
| Partners Wealth Management, LLC | 5,545 | $628.1K | 0.62% | +20.0% | Added |
| Caxton Associates LLP | 5,552 | $628.8K | 0.01% | +5,552 | New |