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 |
|---|---|---|---|---|---|
| Rollins Financial Advisors, LLC | 6,158 | $697.5K | 0.09% | +138+2.3% | Added |
| Quattro Advisors LLC | 6,166 | $698.4K | 0.46% | +1,087+21.4% | Added |
| Townsend Asset Management Corp | 6,167 | $698.5K | 0.22% | +257+4.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 6,170 | $698.8K | 0.16% | +1,103+21.8% | Added |
| LifeGuide Financial Advisors, LLC | 6,171 | $698.9K | 0.20% | −50−0.8% | Reduced |
| Sittner & Nelson, LLC | 6,176 | $699.5K | 0.22% | +52+0.8% | Added |
| Kestra Investment Management, LLC | 6,178 | $699.8K | 0.01% | +1,605+35.1% | Added |
| Sherman Asset Management, Inc. | 6,194 | $701.5K | 0.54% | −1,584−20.4% | Reduced |
| Meritas Wealth Management, LLC | 6,205 | $702.8K | 0.27% | 00.0% | Unchanged |
| Sonoma Allocations LLC | 6,499 | $702.9K | 0.30% | −164−2.5% | Reduced |
| Topsail Wealth Management, LLC | 6,207 | $703.0K | 0.09% | +68+1.1% | Added |
| Main Street Group, LTD | 6,210 | $703.3K | 0.16% | +23+0.4% | Added |
| Capital Management Associates, Inc | 6,210 | $703.4K | 0.14% | +1,085+21.2% | Added |
| Fourth Dimension Wealth, LLC | 6,213 | $703.7K | 0.22% | +2,502+67.4% | Added |
| Armstrong Henry H Associates Inc | 6,221 | $704.6K | 0.07% | −143−2.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,228 | $705.4K | 0.16% | −20−0.3% | Reduced |
| Napier Financial, LLC | 6,232 | $705.8K | 0.15% | −74−1.2% | Reduced |
| Fortis Group Advisors, LLC | 6,236 | $706.3K | 0.11% | −10,244−62.2% | Reduced |
| Tevis Investment Management | 6,240 | $706.7K | 0.39% | 00.0% | Unchanged |
| M. Kraus & Co | 6,241 | $706.9K | 0.19% | +312+5.3% | Added |
| GSB Wealth Management, LLC | 6,243 | $707.1K | 0.14% | +680+12.2% | Added |
| Michels Family Financial, LLC | 6,244 | $707.2K | 0.45% | −19−0.3% | Reduced |
| Bramshill Investments, LLC | 6,250 | $707.9K | 0.05% | +1,250+25.0% | Added |
| Planning Center, Inc. | 6,251 | $708.0K | 0.07% | +100+1.6% | Added |
| Parkwoods Wealth Partners, LLC | 6,256 | $708.5K | 0.11% | +830+15.3% | Added |
| Schmidt P J Investment Management Inc | 6,272 | $710.4K | 0.11% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 6,288 | $712.2K | 0.57% | +98+1.6% | Added |
| All Terrain Financial Advisors, LLC | 6,308 | $714.5K | 0.15% | −1,105−14.9% | Reduced |
| Seaside Wealth Management, Inc. | 6,310 | $714.7K | 0.18% | +277+4.6% | Added |
| Berry Wealth Group, LP | 6,311 | $714.7K | 2.30% | −68−1.1% | Reduced |
| Mosley Wealth Management | 6,312 | $714.9K | 0.23% | +1,264+25.0% | Added |
| Intelligence Driven Advisers, LLC | 6,320 | $715.9K | 0.12% | +117+1.9% | Added |
| Catalyst Investment Management LLC | 6,321 | $715.9K | 0.65% | +36+0.6% | Added |
| Expressive Wealth LLC | 6,323 | $716.1K | 0.68% | +387+6.5% | Added |
| Garde Capital, Inc. | 6,324 | $716.3K | 0.03% | +488+8.4% | Added |
| AMG Asset Management Group, Inc. | 6,343 | $718.4K | 0.45% | −32−0.5% | Reduced |
| Fieldview Capital Management, LLC | 6,345 | $718.6K | 0.20% | +6,345 | New |
| Circle Wealth Management, LLC | 6,355 | $719.8K | 0.01% | −22−0.3% | Reduced |
| Asset Advisory Group, Inc. | 6,367 | $721.1K | 0.32% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 6,371 | $721.6K | 0.16% | +250+4.1% | Added |
| Action Point Financial Planning, LLC | 6,384 | $722.2K | 0.07% | +6,384 | New |
| Partners in Financial Planning | 6,377 | $722.3K | 0.11% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 6,386 | $723.3K | 0.26% | −69−1.1% | Reduced |
| Allen Wealth Management, LLC | 6,389 | $723.6K | 0.35% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 6,431 | $728.4K | 0.46% | +510+8.6% | Added |
| Shoker Investment Counsel, Inc. | 6,439 | $729.4K | 0.18% | +207+3.3% | Added |
| Riversedge Advisors, LLC | 6,455 | $731.1K | 0.10% | −444−6.4% | Reduced |
| Northbridge Financial Group, LLC | 6,459 | $731.6K | 0.28% | +594+10.1% | Added |
| Cascades Capital Asset Management, LLC | 6,462 | $731.9K | 0.27% | −387−5.7% | Reduced |
| Parvin Asset Management, LLC | 6,481 | $734.0K | 0.59% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 6,483 | $734.2K | 0.08% | −83−1.3% | Reduced |
| Paulson Wealth Management Inc. | 6,498 | $736.0K | 0.16% | −4−0.1% | Reduced |
| BKA Wealth Consulting, Inc. | 6,502 | $736.4K | 0.51% | −8,943−57.9% | Reduced |
| Keystone Wealth Services, LLC | 6,507 | $737.0K | 0.14% | −15−0.2% | Reduced |
| Inceptionr LLC | 6,511 | $737.4K | 0.18% | +6,511 | New |
| Houlihan Financial Resource Group, Ltd. | 6,515 | $737.9K | 0.26% | 00.0% | Unchanged |
| Bath Savings Trust Co | 6,516 | $738.0K | 0.08% | −50−0.8% | Reduced |
| Peachtree Investment Partners, LLC | 6,517 | $738.2K | 0.24% | −303−4.4% | Reduced |
| Widmann Financial Services, Inc. | 6,534 | $740.0K | 0.40% | −822−11.2% | Reduced |
| Ares Financial Consulting, LLC | 6,535 | $740.2K | 0.53% | +10.0% | Added |
| Braeburn Wealth Management LLC | 6,543 | $741.1K | 0.32% | +347+5.6% | Added |
| Caitong International Asset Management Co., Ltd | 6,552 | $742.1K | 0.10% | +4,626+240.2% | Added |
| CWC Advisors, LLC. | 6,554 | $742.3K | 0.33% | −302−4.4% | Reduced |
| United Bank | 6,560 | $743.0K | 0.09% | −1,591−19.5% | Reduced |
| Marathon Wealth Advisors LLC | 6,562 | $743.2K | 0.25% | −55−0.8% | Reduced |
| US Asset Management LLC | 6,568 | $743.9K | 0.57% | +69+1.1% | Added |
| Kaydan Wealth Management, Inc. | 6,569 | $744.0K | 0.23% | −207−3.1% | Reduced |
| David J Yvars Group | 6,576 | $744.7K | 0.37% | +10+0.2% | Added |
| Northern Oak Wealth Management Inc | 6,581 | $745.4K | 0.08% | −159−2.4% | Reduced |
| Bigelow Investment Advisors, LLC | 6,585 | $745.8K | 0.27% | +89+1.4% | Added |
| Warren Street Wealth Advisors, LLC | 6,588 | $746.2K | 0.17% | +379+6.1% | Added |
| DRW Securities, LLC | 6,592 | $746.6K | 0.04% | +6,592 | New |
| Markowski Investments | 6,597 | $747.1K | 0.16% | +6,597 | New |
| TPG Advisors LLC | 6,598 | $747.3K | 0.41% | +63+1.0% | Added |
| Samalin Investment Counsel, LLC | 6,602 | $747.7K | 0.24% | +15+0.2% | Added |
| Lee Johnson Capital Management, LLC | 6,614 | $749.1K | 0.23% | −2,635−28.5% | Reduced |
| REDW Wealth LLC | 6,618 | $749.6K | 0.27% | +65+1.0% | Added |
| Power Wealth Management LLC | 6,619 | $749.7K | 0.26% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 6,623 | $750.1K | 0.31% | −67−1.0% | Reduced |
| Axiom Investment Management LLC | 6,639 | $751.9K | 0.50% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 6,643 | $752.4K | 0.19% | +70+1.1% | Added |
| Michael S. Ryan, Inc. | 6,649 | $753.1K | 0.38% | +84+1.3% | Added |
| CAP Partners, LLC | 6,651 | $753.3K | 0.37% | +57+0.9% | Added |
| OceanIQ Capital, LLC | 6,655 | $753.7K | 0.46% | +6,655 | New |
| Aegis Wealth Management, Inc. | 6,726 | $761.8K | 0.49% | +111+1.7% | Added |
| Manske Wealth Management | 6,727 | $761.9K | 0.19% | −31−0.5% | Reduced |
| Strategic Financial Services, Inc, | 6,728 | $762.0K | 0.03% | −55−0.8% | Reduced |
| Kraft, Davis & Associates, LLC | 6,753 | $762.7K | 0.16% | +10.0% | Added |
| Van Strum & Towne Inc. | 6,741 | $763.5K | 0.21% | 00.0% | Unchanged |
| Thayer Partners, LLC | 6,768 | $766.5K | 0.32% | −97−1.4% | Reduced |
| Dogwood Wealth Management LLC | 6,785 | $768.5K | 0.30% | −3,119−31.5% | Reduced |
| Maia Wealth LLC | 6,791 | $769.1K | 0.11% | +178+2.7% | Added |
| Avalon Trust Co | 6,793 | $769.4K | 0.05% | 00.0% | Unchanged |
| Tufton Capital Management | 6,809 | $771.0K | 0.13% | +10+0.1% | Added |
| PCG Asset Management, LLC | 6,815 | $771.9K | 0.55% | −180−2.6% | Reduced |
| Invera Wealth Advisors, LLC | 6,829 | $773.5K | 0.41% | −558−7.6% | Reduced |
| Sharp Financial Services, LLC | 6,834 | $774.0K | 0.36% | +1,236+22.1% | Added |
| Clear Harbor Asset Management, LLC | 6,856 | $776.5K | 0.05% | −86−1.2% | Reduced |
| Holland Advisory Services, Inc. | 6,866 | $777.7K | 0.86% | −127−1.8% | Reduced |
| EJMK Ventures LLC | 6,868 | $777.9K | 0.35% | −859−11.1% | Reduced |