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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 7,627 | $863.8K | 0.14% | +77+1.0% | Added |
| Jacksonville Wealth Management, LLC | 7,631 | $864.3K | 0.49% | +11+0.1% | Added |
| Johnson Financial Group, LLC | 7,632 | $864.4K | 0.05% | −107−1.4% | Reduced |
| Advisors Management Group Inc | 7,650 | $866.0K | 0.14% | 00.0% | Unchanged |
| Atom Investors LP | 7,651 | $866.6K | 0.08% | +1,328+21.0% | Added |
| Fortem Financial Group, LLC | 7,671 | $868.8K | 0.18% | −125−1.6% | Reduced |
| Silver Grove Financial Group, Inc. | 7,672 | $869.0K | 0.47% | −173−2.2% | Reduced |
| Investors Research Corp | 7,675 | $869.3K | 0.16% | −2,020−20.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 7,722 | $870.0K | 0.35% | +158+2.1% | Added |
| Everstar Asset Management, LLC | 7,683 | $870.1K | 0.42% | +1,754+29.6% | Added |
| Coign Capital Advisors LLC | 7,713 | $873.6K | 0.39% | +80+1.0% | Added |
| Gemmer Asset Management LLC | 7,728 | $875.2K | 0.06% | +62+0.8% | Added |
| Perissos Private Wealth Management, LLC | 7,756 | $878.5K | 0.59% | −130−1.6% | Reduced |
| Financial Solutions Advisory Group, Inc. | 7,841 | $879.8K | 0.11% | +743+10.5% | Added |
| Argus Investors' Counsel, Inc. | 7,773 | $880.4K | 0.68% | −28−0.4% | Reduced |
| Banyan Capital Management, Inc. | 7,777 | $880.8K | 0.38% | −550−6.6% | Reduced |
| Ames National Corp | 7,791 | $882.4K | 0.49% | −182−2.3% | Reduced |
| Ruggaard & Associates LLC | 7,795 | $882.9K | 0.32% | −120−1.5% | Reduced |
| bLong Financial, LLC | 7,797 | $883.1K | 0.58% | 00.0% | Unchanged |
| Gleason Group, Inc. | 7,803 | $883.8K | 0.08% | +378+5.1% | Added |
| CDKV Holdings LLC | 7,812 | $884.8K | 0.69% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 7,824 | $886.1K | 0.06% | −73−0.9% | Reduced |
| Oakmont Investment Advisors, Inc. | 7,850 | $888.8K | 0.62% | −3,721−32.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,852 | $889.3K | 0.19% | +360+4.8% | Added |
| Goldstone Financial Group, LLC | 7,863 | $890.6K | 0.08% | +37+0.5% | Added |
| Precedent Wealth Partners, LLC | 7,877 | $892.1K | 0.15% | −194−2.4% | Reduced |
| Watchman Group, Inc. | 7,883 | $892.9K | 0.20% | 00.0% | Unchanged |
| Challenger Wealth Management | 7,888 | $893.5K | 0.66% | −393−4.7% | Reduced |
| CacheTech Inc. | 7,895 | $894.2K | 0.14% | +4,633+142.0% | Added |
| BLB&B Advisors, LLC | 7,900 | $894.7K | 0.03% | −216−2.7% | Reduced |
| Minot DeBlois Advisors LLC | 7,910 | $895.9K | 0.77% | −184−2.3% | Reduced |
| Van Cleef Asset Management,Inc | 7,922 | $897.2K | 0.09% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 7,933 | $898.5K | 0.26% | −1,165−12.8% | Reduced |
| Drucker Wealth 3.0, LLC | 7,943 | $899.6K | 0.14% | −32−0.4% | Reduced |
| West Bancorporation Inc | 7,943 | $899.6K | 0.38% | −457−5.4% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 7,954 | $900.9K | 0.60% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 7,965 | $902.1K | 0.30% | −2,955−27.1% | Reduced |
| Flynn Zito Capital Management, LLC | 7,967 | $902.3K | 0.25% | −151−1.9% | Reduced |
| Burnham & Co LLC | 7,972 | $902.9K | 0.73% | +7,972 | New |
| TAGStone Capital, Inc. | 7,975 | $903.3K | 0.29% | +1,489+23.0% | Added |
| Ami Investment Management Inc | 7,977 | $903.5K | 0.19% | −283−3.4% | Reduced |
| Connecticut Capital Management Group, LLC | 7,992 | $905.2K | 0.73% | −7−0.1% | Reduced |
| ESG Planning | 8,017 | $908.0K | 0.31% | +1,361+20.4% | Added |
| Outlook Wealth Advisors, LLC | 8,023 | $908.7K | 0.20% | −101−1.2% | Reduced |
| New England Capital Financial Advisors LLC | 8,038 | $910.4K | 0.22% | +23+0.3% | Added |
| Sweeney & Michel, LLC | 8,141 | $910.6K | 0.24% | +219+2.8% | Added |
| Mechanics Financial Corp | 8,041 | $910.7K | 0.33% | +8+0.1% | Added |
| St. Louis Trust Co | 18,411 | $912.0K | 0.25% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8,056 | $912.4K | 0.34% | −160−1.9% | Reduced |
| Charter Research & Investment Group, Inc. | 8,062 | $913.1K | 0.55% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 8,081 | $915.2K | 0.30% | +190+2.4% | Added |
| Veracity Capital LLC | 8,085 | $915.7K | 0.25% | +104+1.3% | Added |
| S Harris Financial Group, LLC | 8,109 | $918.5K | 0.71% | −53−0.6% | Reduced |
| Fusion Capital, LLC | 8,114 | $919.0K | 0.21% | +20.0% | Added |
| Private Wealth Advisors | 8,121 | $919.8K | 0.27% | −12−0.1% | Reduced |
| Renasant Bank | 8,133 | $921.1K | 0.59% | +445+5.8% | Added |
| Phillips Financial Management, LLC | 8,137 | $921.6K | 0.07% | −131−1.6% | Reduced |
| Almanack Investment Partners, LLC. | 8,153 | $923.4K | 0.12% | +5,229+178.8% | Added |
| Emergent Wealth Advisors, LLC | 7,162 | $923.5K | 0.48% | +980+15.9% | Added |
| Grant Private Wealth Management Inc | 8,157 | $923.8K | 0.39% | +98+1.2% | Added |
| Davidson Trust Co | 8,162 | $924.4K | 0.36% | +231+2.9% | Added |
| Capstone Wealth Management Group, Inc. | 8,166 | $924.9K | 0.56% | +8,166 | New |
| Richardson Financial Services Inc. | 8,167 | $925.0K | 0.52% | −153−1.8% | Reduced |
| Affinity Wealth Management LLC | 8,181 | $926.6K | 0.12% | −267−3.2% | Reduced |
| Vermillion Wealth Management, Inc. | 8,184 | $926.9K | 0.22% | −233−2.8% | Reduced |
| Commerce Advisors, LLC | 8,202 | $928.9K | 0.50% | −141−1.7% | Reduced |
| Smart Money Group LLC | 8,205 | $929.3K | 0.24% | −217−2.6% | Reduced |
| Lakeridge Wealth Management LLC | 8,209 | $929.8K | 0.34% | +310+3.9% | Added |
| Financial Management Professionals, Inc. | 8,210 | $929.8K | 0.09% | +1,434+21.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 8,211 | $930.0K | 0.17% | −23−0.3% | Reduced |
| Clay Northam Wealth Management, LLC | 8,214 | $930.3K | 0.46% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 8,229 | $932.0K | 0.12% | +10.0% | Added |
| Doliver Advisors, LP | 8,232 | $932.4K | 0.21% | −151−1.8% | Reduced |
| Integral Investment Advisors, Inc. | 8,233 | $932.5K | 0.21% | −75−0.9% | Reduced |
| Arkansas Financial Group, Inc. | 8,244 | $933.7K | 0.12% | −40−0.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,245 | $933.8K | 0.06% | +17+0.2% | Added |
| Deseret Mutual Benefit Administrators | 8,247 | $934.1K | 0.31% | −1,101−11.8% | Reduced |
| Klingenstein Fields & Co LP | 8,250 | $934.4K | 0.03% | +614+8.0% | Added |
| Advisory Advocates, LLC | 8,281 | $937.9K | 0.80% | −559−6.3% | Reduced |
| True North Advisors, LLC | 8,291 | $939.1K | 0.09% | −2,094−20.2% | Reduced |
| Chancellor Financial Group WB LP | 8,293 | $939.2K | 0.58% | +3,284+65.6% | Added |
| Wedge Capital Management L L P | 8,298 | $939.8K | 0.02% | −472−5.4% | Reduced |
| Severin Investments, LLC | 8,317 | $942.0K | 0.71% | −2,333−21.9% | Reduced |
| Commonwealth Retirement Investments LLC | 8,320 | $942.3K | 0.26% | +10.0% | Added |
| Balentine LLC | 8,324 | $942.8K | 0.03% | +324+4.1% | Added |
| Castlekeep Investment Advisors LLC | 8,327 | $943.1K | 0.47% | −597−6.7% | Reduced |
| Eagle Rock Investment Company, LLC | 8,334 | $943.9K | 0.12% | −390−4.5% | Reduced |
| Thoma Capital Management LLC | 8,337 | $944.3K | 0.50% | +360+4.5% | Added |
| Koa Wealth Management, LLC | 8,343 | $944.9K | 0.64% | +423+5.3% | Added |
| Lynx Investment Advisory | 8,359 | $946.8K | 0.31% | +4,369+109.5% | Added |
| FSB Premier Wealth Management, Inc. | 8,367 | $947.6K | 0.27% | +195+2.4% | Added |
| Sunflower Bank, N.A. | 8,399 | $951.3K | 0.23% | −421−4.8% | Reduced |
| Cherokee Insurance Co | 8,400 | $951.4K | 0.37% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 8,401 | $951.5K | 0.66% | +8,401 | New |
| Accel Wealth Management | 8,410 | $952.5K | 0.21% | −355−4.1% | Reduced |
| Private Capital Management, LLC | 8,425 | $954.2K | 0.09% | +20.0% | Added |
| National Wealth Management Group, LLC | 8,428 | $954.5K | 0.30% | −390−4.4% | Reduced |
| Diversified Management Inc | 8,444 | $956.3K | 0.20% | −336−3.8% | Reduced |
| Moment Partners, LLC | 8,459 | $958.0K | 0.17% | +268+3.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 8,465 | $958.7K | 0.01% | −1,275−13.1% | Reduced |