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 7 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 |
|---|---|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 6,870 | $778.0K | 0.19% | −1,607−19.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,874 | $778.5K | 0.03% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 6,875 | $778.7K | 0.29% | +2,262+49.0% | Added |
| Rooted Wealth Advisors, Inc. | 6,888 | $780.1K | 0.19% | +311+4.7% | Added |
| Thrive Wealth Management, LLC | 6,894 | $780.8K | 0.10% | +343+5.2% | Added |
| Petra Financial Advisors Inc | 6,896 | $781.0K | 0.36% | −3,972−36.5% | Reduced |
| Clifford Group, LLC | 6,910 | $782.6K | 0.54% | +270+4.1% | Added |
| Madison Wealth Partners, Inc | 6,912 | $782.8K | 0.10% | +1,944+39.1% | Added |
| Thompson Davis & Co., Inc. | 6,944 | $783.1K | 0.47% | +791+12.9% | Added |
| Frisch Financial Group, Inc. | 6,915 | $783.2K | 0.13% | +29+0.4% | Added |
| Ballast Advisors LLC | 6,915 | $783.2K | 0.19% | +356+5.4% | Added |
| Zevin Asset Management LLC | 6,916 | $783.3K | 0.11% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 6,922 | $784.0K | 0.52% | +37+0.5% | Added |
| Safeguard Investment Advisory Group, LLC | 6,924 | $784.1K | 0.18% | +646+10.3% | Added |
| Montz Harcus Wealth Management LLC | 6,926 | $784.4K | 0.28% | +96+1.4% | Added |
| LightSquare Wealth Management, LLC | 6,963 | $788.7K | 0.54% | +283+4.2% | Added |
| Rasp Wealth Solutions, LLC | 6,969 | $789.3K | 0.26% | +6,969 | New |
| LBMC Investment Advisors, LLC | 6,986 | $791.2K | 0.04% | −2,399−25.6% | Reduced |
| Oakwell Private Wealth Management, LLC | 6,988 | $791.4K | 0.13% | −621−8.2% | Reduced |
| Blueshift Asset Management, LLC | 6,997 | $792.5K | 0.18% | +361+5.4% | Added |
| BCS Wealth Management | 7,007 | $793.6K | 0.14% | +232+3.4% | Added |
| waypoint wealth counsel | 7,008 | $793.8K | 0.50% | −3,779−35.0% | Reduced |
| Invenio Wealth Partners LLC | 7,035 | $796.8K | 0.29% | +193+2.8% | Added |
| Petros Family Wealth, LLC | 7,058 | $799.4K | 0.49% | −5−0.1% | Reduced |
| Pettinga Financial Advisors, LLC | 7,061 | $799.7K | 0.13% | −82−1.1% | Reduced |
| Future Fund LLC | 7,072 | $801.0K | 0.23% | +90+1.3% | Added |
| West Wealth Group, LLC | 7,100 | $804.2K | 0.13% | +347+5.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 7,104 | $804.5K | 0.07% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 7,110 | $805.3K | 0.07% | −431−5.7% | Reduced |
| Alpha Zero LLC | 7,029 | $808.0K | 0.31% | +2,287+48.2% | Added |
| Aviso Wealth Management | 7,162 | $811.3K | 0.32% | −256−3.5% | Reduced |
| Manhattan West Asset Management, LLC | 7,162 | $811.3K | 0.14% | +707+11.0% | Added |
| Carter Financial Group, INC. | 7,171 | $812.2K | 0.42% | −1,048−12.8% | Reduced |
| Athena Wealth Management, LLC | 7,173 | $812.4K | 0.60% | −1,128−13.6% | Reduced |
| Engineers Gate Manager LP | 7,173 | $812.4K | 0.01% | +7,173 | New |
| Dover Advisors, LLC | 7,300 | $813.3K | 0.33% | +479+7.0% | Added |
| Ninepoint Partners LP | 7,181 | $813.3K | 0.07% | −13,176−64.7% | Reduced |
| Ironsides Asset Advisors, LLC | 7,185 | $813.8K | 0.19% | 00.0% | Unchanged |
| Jacobs Equity LLC | 7,194 | $814.8K | 0.56% | +1,805+33.5% | Added |
| Kelly Lawrence W & Associates Inc | 7,200 | $815.5K | 0.17% | −300−4.0% | Reduced |
| Puzo Michael J | 7,200 | $815.5K | 0.21% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 7,215 | $817.2K | 0.25% | −452−5.9% | Reduced |
| Pinnacle Family Advisors, LLC | 7,235 | $819.5K | 0.34% | −308−4.1% | Reduced |
| Ellsworth Advisors, LLC | 7,282 | $819.5K | 0.13% | +25+0.3% | Added |
| Cross Staff Investments Inc | 7,236 | $819.5K | 0.49% | +10.0% | Added |
| Northside Capital Management, LLC | 7,239 | $819.9K | 0.07% | −900−11.1% | Reduced |
| Grandfield & Dodd, LLC | 7,244 | $820.5K | 0.04% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7,245 | $820.6K | 0.02% | −323,061−97.8% | Reduced |
| Orographic Financial Advisors, LLC | 7,086 | $822.0K | 0.54% | −5−0.1% | Reduced |
| Thompson David Blair | 7,259 | $822.2K | 0.41% | +834+13.0% | Added |
| Mariner Investment Group LLC | 7,264 | $822.7K | 0.19% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 7,265 | $822.9K | 0.21% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 7,276 | $824.0K | 0.09% | −1,415−16.3% | Reduced |
| Braun-Bostich & Associates Inc. | 7,284 | $825.0K | 0.46% | −285−3.8% | Reduced |
| Compass Wealth Management, LLC | 7,286 | $825.2K | 0.33% | +10.0% | Added |
| Lighthouse Wealth Management Inc. | 7,292 | $825.9K | 0.51% | −45−0.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 7,311 | $828.1K | 0.19% | +412+6.0% | Added |
| Knollwood Investment Advisory, LLC | 7,315 | $828.5K | 0.07% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 7,319 | $829.0K | 0.50% | −100−1.3% | Reduced |
| Terril Brothers, Inc. | 7,320 | $829.1K | 0.21% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 7,351 | $832.5K | 0.03% | −42−0.6% | Reduced |
| Navigate Wealth Management, LLC | 7,290 | $832.8K | 0.52% | +3,000+69.9% | Added |
| First City Capital Management, Inc. | 7,354 | $832.9K | 0.41% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 7,368 | $834.5K | 0.43% | +7,368 | New |
| Gimbal Financial | 7,372 | $835.0K | 0.53% | +7,372 | New |
| Kennedy Investment Group | 7,376 | $835.5K | 0.28% | −62−0.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 7,680 | $835.7K | 0.10% | +421+5.8% | Added |
| LJI Wealth Management, LLC | 7,387 | $836.7K | 0.12% | +1,265+20.7% | Added |
| Proffitt & Goodson Inc | 7,388 | $836.8K | 0.12% | −235−3.1% | Reduced |
| Wiregrass Investment Management LLC | 7,388 | $836.8K | 0.57% | +30+0.4% | Added |
| Abundance Wealth Counselors | 7,396 | $837.7K | 0.05% | +290+4.1% | Added |
| Friday Financial | 7,511 | $837.8K | 0.22% | +966+14.8% | Added |
| Palumbo Wealth Management LLC | 7,407 | $838.9K | 0.18% | +17+0.2% | Added |
| Optivise Advisory Services LLC | 7,413 | $839.6K | 0.43% | −1,265−14.6% | Reduced |
| Stonebridge Financial Group, LLC | 7,419 | $840.0K | 0.12% | +7,419 | New |
| Castleview Partners, LLC | 7,449 | $843.7K | 0.37% | +104+1.4% | Added |
| Columbia Asset Management | 7,449 | $843.7K | 0.15% | +47+0.6% | Added |
| WealthTrust Axiom LLC | 7,450 | $843.8K | 0.19% | −305−3.9% | Reduced |
| Bernardo Wealth Planning LLC | 7,451 | $843.9K | 0.14% | +437+6.2% | Added |
| Summit Global Investments | 7,461 | $845.0K | 0.05% | −82−1.1% | Reduced |
| Sage Private Wealth Group, LLC | 7,462 | $845.1K | 0.38% | +146+2.0% | Added |
| Renaissance Group LLC | 7,463 | $845.3K | 0.03% | −862−10.4% | Reduced |
| Vision Capital Management, Inc. | 7,468 | $845.8K | 0.10% | 00.0% | Unchanged |
| Scratch Capital LLC | 7,481 | $847.3K | 0.42% | −200−2.6% | Reduced |
| Vanguard National Trust Co | 7,498 | $849.2K | 0.05% | +943+14.4% | Added |
| TCM Advisors, LLC | – | $849.5K | 0.67% | – | – |
| Stonebridge Capital Management Inc | 7,500 | $849.5K | 0.41% | 00.0% | Unchanged |
| S&CO Inc | 7,512 | $850.0K | 0.05% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 7,524 | $852.1K | 0.16% | +406+5.7% | Added |
| Cannon Financial Strategists, Inc. | 7,564 | $856.7K | 0.10% | −26−0.3% | Reduced |
| Lord & Richards Wealth Management, LLC | 7,579 | $858.4K | 0.67% | −1,178−13.5% | Reduced |
| Montis Financial, LLC | 7,585 | $859.1K | 0.18% | +1,186+18.5% | Added |
| Founders Capital Management, LLC | 7,594 | $860.1K | 0.13% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 7,602 | $861.0K | 0.11% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 7,602 | $861.2K | 0.28% | −649−7.9% | Reduced |
| Tandem Investment Partners LLC | 7,610 | $861.9K | 0.66% | −185−2.4% | Reduced |
| BOS Asset Management, LLC | 7,614 | $862.4K | 0.20% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 6,945 | $863.2K | 0.11% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,622 | $863.3K | 0.11% | −10−0.1% | Reduced |
| BAM Wealth Management, LLC | 7,626 | $863.7K | 0.54% | −9,730−56.1% | Reduced |