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 |
|---|---|---|---|---|---|
| Consilio Wealth Advisors, LLC | 5,566 | $630.4K | 0.15% | −74−1.3% | Reduced |
| Qsemble Capital Management, LP | 5,567 | $630.5K | 0.08% | +5,567 | New |
| CLG LLC | 5,567 | $630.6K | 0.14% | +528+10.5% | Added |
| Financial Insights, Inc. | 5,569 | $630.7K | 0.17% | −7−0.1% | Reduced |
| Sicart Associates LLC | 5,573 | $631.2K | 0.15% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 5,589 | $633.0K | 0.29% | +285+5.4% | Added |
| Stevens Capital Management LP | 5,588 | $633.0K | 0.15% | +5,588 | New |
| Amplius Wealth Advisors, LLC | 5,590 | $633.1K | 0.05% | +675+13.7% | Added |
| TRUE Private Wealth Advisors | 5,592 | $633.3K | 0.05% | +68+1.2% | Added |
| Bond & Devick Financial Network, Inc. | 5,597 | $633.9K | 0.16% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 5,610 | $635.4K | 0.31% | +41+0.7% | Added |
| Lauterbach Financial Advisors, LLC | 5,650 | $639.9K | 0.28% | +10.0% | Added |
| Warburton Capital Management, LLC | 5,653 | $640.0K | 0.26% | +22+0.4% | Added |
| Pullen Investment Management, LLC | 5,652 | $640.1K | 0.30% | +209+3.8% | Added |
| LeClair Wealth Partners LLC | 5,654 | $640.4K | 0.33% | +5,654 | New |
| Eagle Bay Advisors LLC | 5,660 | $641.0K | 0.48% | −498−8.1% | Reduced |
| Bluesphere Advisors, LLC | 5,670 | $642.2K | 0.20% | +37+0.7% | Added |
| First County Bank | 5,672 | $642.4K | 0.30% | +110+2.0% | Added |
| Whelan Financial | 5,673 | $642.5K | 0.17% | −81−1.4% | Reduced |
| Avantra Family Wealth, Inc. | 5,675 | $642.8K | 0.41% | +92+1.6% | Added |
| Sage Capital Management, LLC | 5,677 | $643.1K | 0.25% | 00.0% | Unchanged |
| Avion Wealth | 5,703 | $645.0K | 0.12% | −3−0.1% | Reduced |
| Teamwork Financial Advisors, LLC | 5,708 | $646.5K | 0.06% | −268−4.5% | Reduced |
| Crux Wealth Advisors | 5,714 | $647.2K | 0.22% | −5−0.1% | Reduced |
| Everest Management Corp. | 5,715 | $647.3K | 0.24% | −6,200−52.0% | Reduced |
| Athena Investment Management | 5,718 | $647.6K | 0.38% | −2,651−31.7% | Reduced |
| Eagle Strategies LLC | 5,726 | $648.5K | 0.06% | +77+1.4% | Added |
| Legend Capital Advisors LLC | 5,751 | $651.4K | 0.35% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 5,762 | $652.6K | 0.16% | −2,702−31.9% | Reduced |
| Hummer Financial Advisory Services Inc | 5,765 | $652.9K | 0.43% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 5,767 | $653.0K | 0.47% | +5,767 | New |
| Baldwin Brothers Inc | 5,771 | $653.6K | 0.04% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 5,792 | $656.0K | 0.06% | 00.0% | Unchanged |
| Burns J W & Co Inc | 5,802 | $657.1K | 0.07% | +640+12.4% | Added |
| Capital Advantage, Inc. | 5,804 | $657.4K | 0.08% | −183−3.1% | Reduced |
| AGH Wealth Advisors, LLC | 5,808 | $657.8K | 0.42% | −20.0% | Reduced |
| Serenity Investment Advisors | 6,343 | $658.6K | 0.28% | +166+2.7% | Added |
| Wick Capital Partners, LLC | 5,822 | $659.4K | 0.10% | −1,547−21.0% | Reduced |
| MOR Wealth Management, LLC | 5,827 | $660.0K | 0.26% | +2,276+64.1% | Added |
| Atticus Wealth Management, LLC | 5,829 | $660.2K | 0.16% | +46+0.8% | Added |
| Orleans Capital Management Corp | 5,832 | $660.5K | 0.34% | +4,002+218.7% | Added |
| IFG Advisors, LLC | 5,835 | $660.9K | 0.09% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,841 | $661.6K | 0.03% | +711+13.9% | Added |
| Spartan Planning & Wealth Management | 5,850 | $662.5K | 0.44% | −4,950−45.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,851 | $662.8K | 0.06% | +1,230+26.6% | Added |
| Wheelhouse Advisory Group LLC | 5,853 | $662.9K | 0.19% | +371+6.8% | Added |
| BDFS Capital LLC | 5,857 | $663.4K | 0.29% | −302−4.9% | Reduced |
| National Philanthropic Trust | 5,857 | $663.4K | 0.01% | +1,258+27.4% | Added |
| Darden Wealth Group Inc | 5,867 | $664.5K | 0.26% | +72+1.2% | Added |
| Morris Financial Concepts, Inc. | 5,874 | $665.3K | 0.20% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 5,893 | $667.4K | 0.08% | +300+5.4% | Added |
| Commons Capital, LLC | 5,896 | $667.8K | 0.47% | +223+3.9% | Added |
| Capital Investment Management, Inc. | 5,897 | $667.8K | 0.20% | −217−3.5% | Reduced |
| Lawood & Co | 5,897 | $667.9K | 0.45% | −135−2.2% | Reduced |
| Blue Rock Wealth Management LLC | 5,916 | $670.0K | 0.37% | +1,450+32.5% | Added |
| Core Wealth Advisors, Inc. | 5,916 | $670.1K | 0.13% | +627+11.9% | Added |
| Planning Directions Inc | 5,917 | $670.2K | 0.31% | +20+0.3% | Added |
| R2 Capital Strategies, LLC | 5,919 | $670.4K | 0.30% | +5,919 | New |
| Brogan Financial, Inc. | 5,920 | $670.5K | 0.27% | −156−2.6% | Reduced |
| Berkeley Capital Partners, LLC | 5,923 | $670.8K | 0.14% | +13+0.2% | Added |
| Wescott Financial Advisory Group, LLC | 5,934 | $672.1K | 0.05% | −18−0.3% | Reduced |
| IFC & Insurance Marketing, Inc. | 5,944 | $673.2K | 0.59% | +140+2.4% | Added |
| Black Diamond Financial, LLC | 5,947 | $673.6K | 0.06% | +214+3.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 83,757 | $673.7K | 0.22% | +55+0.1% | Added |
| Novak & Powell Financial Services, Inc. | 5,953 | $674.2K | 0.32% | +13+0.2% | Added |
| American Institute for Advanced Investment Management, LLP | 5,960 | $675.0K | 0.39% | +95+1.6% | Added |
| Auxano Advisors, LLC | 5,979 | $677.2K | 0.13% | +105+1.8% | Added |
| Poehling Capital Management, LLC | 5,986 | $678.0K | 0.15% | +52+0.9% | Added |
| M3 Advisory Group, LLC | 5,990 | $678.4K | 0.35% | −160−2.6% | Reduced |
| Barnes Wealth Management Group, Inc | 5,994 | $678.9K | 0.31% | −100−1.6% | Reduced |
| Eight 31 Financial LLC | 6,000 | $679.6K | 0.40% | 00.0% | Unchanged |
| Lionhunter Capital Management, LLC | 6,000 | $679.6K | 0.31% | +6,000 | New |
| Wingate Wealth Advisors, Inc. | 6,017 | $681.5K | 0.30% | −221−3.5% | Reduced |
| Birch Financial Group, LLC | 6,018 | $681.6K | 0.35% | −170−2.7% | Reduced |
| Ogorek Anthony Joseph | 6,030 | $683.0K | 0.17% | +312+5.5% | Added |
| Xxi Wealth, LLC | 6,038 | $683.9K | 0.31% | +740+14.0% | Added |
| Redwood Family Wealth LLC | 6,038 | $683.9K | 0.61% | +1,775+41.6% | Added |
| ForthRight Wealth Management, LLC | 6,043 | $684.4K | 0.18% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 6,043 | $684.4K | 0.11% | +319+5.6% | Added |
| Southland Equity Partners LLC | 6,044 | $684.6K | 0.12% | +505+9.1% | Added |
| Vista Capital Partners, Inc. | 6,048 | $685.0K | 0.06% | −285−4.5% | Reduced |
| LeConte Wealth Management, LLC | 6,053 | $685.5K | 0.37% | +392+6.9% | Added |
| Oxford Wealth Group, LLC | 6,055 | $685.8K | 0.31% | +561+10.2% | Added |
| Magnolia Capital Management Ltd | 6,060 | $686.0K | 0.47% | −1,725−22.2% | Reduced |
| 6th Street Advisors, LLC | 6,057 | $686.0K | 0.39% | +209+3.6% | Added |
| Encompass More Asset Management | 6,057 | $686.0K | 0.10% | +82+1.4% | Added |
| Affinity Capital Advisors, LLC | 6,201 | $686.1K | 0.08% | −677−9.8% | Reduced |
| Hohimer Wealth Management, LLC | 6,060 | $686.3K | 0.07% | −332−5.2% | Reduced |
| Howe & Rusling Inc | 6,062 | $686.6K | 0.04% | +14+0.2% | Added |
| Worth Asset Management, LLC | 6,086 | $689.3K | 0.22% | −2,382−28.1% | Reduced |
| Aua Capital Management, LLC | 6,102 | $691.1K | 0.32% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 6,104 | $691.3K | 0.71% | +125+2.1% | Added |
| Retirement Planning Group, LLC | 6,108 | $691.8K | 0.38% | +20.0% | Added |
| Gibson Capital, LLC | 6,119 | $693.0K | 0.11% | −46−0.7% | Reduced |
| MKT Advisors LLC | 6,215 | $693.2K | 0.22% | −881−12.4% | Reduced |
| Acorn Wealth Advisors, LLC | 6,126 | $693.8K | 0.17% | +13+0.2% | Added |
| Murphy & Mullick Capital Management Corp | 6,126 | $693.9K | 0.43% | +91+1.5% | Added |
| Clark Financial Services Group Inc | 6,136 | $695.0K | 0.33% | −147−2.3% | Reduced |
| Glass Wealth Management Co LLC | 6,147 | $696.2K | 0.23% | +728+13.4% | Added |
| Pinkerton Retirement Specialists, LLC | 5,610 | $697.2K | 0.06% | −52,686−90.4% | Reduced |