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
Q3 2026 data is still coming in: 12 institutions have reported holding WMT so far. See Q3 2026
- Institutional holders
- 4,426
- +21 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
- 206
- 1,881 more added
- Sold out
- 185
- 1,865 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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 8,475 | $959.9K | 0.01% | −436−4.9% | Reduced |
| One Day In July LLC | 8,483 | $960.8K | 0.07% | +122+1.5% | Added |
| Tudor Financial Inc. | 8,486 | $961.2K | 0.43% | +450+5.6% | Added |
| Trinity Financial Advisors LLC | 8,498 | $962.5K | 0.25% | 00.0% | Unchanged |
| McLean Asset Management Corp | 8,663 | $963.3K | 0.13% | −188−2.1% | Reduced |
| McGowan Group Asset Management, Inc. | 8,506 | $963.4K | 0.12% | +119+1.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 8,510 | $963.8K | 0.42% | +3,907+84.9% | Added |
| Advisory Resource Group | 8,513 | $964.1K | 0.14% | +54+0.6% | Added |
| Garrison Point Advisors, LLC | 8,514 | $964.3K | 0.39% | −74−0.9% | Reduced |
| Sterling Investment Advisors LLC | 8,549 | $968.4K | 0.43% | +25+0.3% | Added |
| Sendero Wealth Management, LLC | 8,558 | $969.2K | 0.10% | +2,651+44.9% | Added |
| FSA Investment Group, LLC | 8,562 | $969.7K | 0.31% | +2,147+33.5% | Added |
| Spinnaker Investment Group, LLC | 8,568 | $970.4K | 0.16% | +1,668+24.2% | Added |
| Swiss Re Ltd | 8,571 | $970.8K | 0.09% | +7,920+1,216.6% | Added |
| Storgate, LLC | 8,571 | $970.8K | 0.20% | +8,571 | New |
| Newman Dignan & Sheerar, Inc. | 8,572 | $970.9K | 0.19% | −143−1.6% | Reduced |
| Financial Advisors Network, Inc. | 8,578 | $971.6K | 0.12% | +999+13.2% | Added |
| Avail Investment Partners, LLC | 8,579 | $971.6K | 0.75% | −465−5.1% | Reduced |
| Truvestments Capital LLC | 8,581 | $971.8K | 0.14% | −111−1.3% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 8,582 | $972.0K | 0.14% | +620+7.8% | Added |
| Cardiff Park Advisors, LLC | 8,592 | $973.2K | 0.08% | −1,730−16.8% | Reduced |
| JMN Financial LLC | 8,618 | $976.2K | 0.76% | −828−8.8% | Reduced |
| IKE Capital, LLC | 8,626 | $977.0K | 0.51% | −187−2.1% | Reduced |
| Werba Rubin Papier Wealth Management | 8,630 | $977.4K | 0.12% | +653+8.2% | Added |
| Altus Wealth Group LLC | 8,641 | $978.7K | 0.35% | +452+5.5% | Added |
| Essential Partners LLC | 8,646 | $979.2K | 0.45% | −796−8.4% | Reduced |
| Legacy Advisors, LLC | 8,646 | $979.3K | 0.09% | +648+8.1% | Added |
| Stableford Capital II LLC | 8,662 | $981.1K | 0.34% | +1,114+14.8% | Added |
| NCM Capital Management, LLC | 8,662 | $981.1K | 0.30% | +1,065+14.0% | Added |
| 55 North Private Wealth, LLC | 8,690 | $984.2K | 0.19% | +843+10.7% | Added |
| Vicus Capital | 8,702 | $985.6K | 0.06% | −1,108−11.3% | Reduced |
| Custom Index Systems, LLC | 8,713 | $986.8K | 0.35% | +17+0.2% | Added |
| LiftPoint Family Wealth Advisors LLC | 8,725 | $988.2K | 0.67% | +1,041+13.5% | Added |
| Retirement Investment Advisors, Inc. | 8,621 | $989.5K | 0.07% | +660+8.3% | Added |
| Essential Planning, LLC. | 8,738 | $989.7K | 0.28% | +77+0.9% | Added |
| Opal Capital LLC | 8,746 | $990.6K | 0.18% | +6,616+310.6% | Added |
| Audent Global Asset Management, LLC | 8,758 | $991.9K | 1.11% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 8,759 | $992.1K | 0.64% | −5,368−38.0% | Reduced |
| Virtue Capital Management, LLC | 8,782 | $994.6K | 0.13% | −589−6.3% | Reduced |
| Willner & Heller, LLC | 8,785 | $994.9K | 0.62% | +274+3.2% | Added |
| Capital Financial Group Inc | 8,806 | $997.4K | 0.52% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 8,813 | $998.2K | 0.89% | −88−1.0% | Reduced |
| Sara-Bay Financial | 8,834 | $1.00M | 0.27% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 8,848 | $1.00M | 0.52% | +134+1.5% | Added |
| AssuredPartners Investment Advisors, LLC | 8,854 | $1.00M | 0.10% | −492−5.3% | Reduced |
| Kuhn & Co Investment Counsel | 8,864 | $1.00M | 0.58% | +86+1.0% | Added |
| Hubbell Strickland Wealth Management, LLC | 8,867 | $1.00M | 0.36% | −91−1.0% | Reduced |
| REAP Financial Group, LLC | 8,883 | $1.01M | 0.17% | +4,750+114.9% | Added |
| Aberdeen Wealth Management LLC | 8,895 | $1.01M | 0.48% | −7,740−46.5% | Reduced |
| Richard P Slaughter Associates Inc | 8,898 | $1.01M | 0.20% | −4,443−33.3% | Reduced |
| Wayfinding Financial, LLC | 8,910 | $1.01M | 0.38% | +51+0.6% | Added |
| Larry Mathis Financial Planning, LLC | 8,914 | $1.01M | 0.77% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 8,920 | $1.01M | 0.10% | +1,988+28.7% | Added |
| First National Bank | 8,948 | $1.01M | 0.40% | −12−0.1% | Reduced |
| Compass Ion Advisors, LLC | 8,951 | $1.01M | 0.09% | +98+1.1% | Added |
| Richard W. Paul & Associates, LLC | 8,955 | $1.01M | 0.31% | +141+1.6% | Added |
| Heartwood Wealth Advisors LLC | 8,959 | $1.01M | 0.08% | −6−0.1% | Reduced |
| Cambridge Financial Group, LLC | 8,961 | $1.01M | 0.32% | −155−1.7% | Reduced |
| Southern Capital Advisors, LLC | 8,968 | $1.02M | 0.42% | +25+0.3% | Added |
| Curtis Advisory Group, LLC | 8,975 | $1.02M | 0.20% | −160−1.8% | Reduced |
| Elevatus Welath Management | 8,989 | $1.02M | 0.25% | −20,608−69.6% | Reduced |
| Sovereign Financial Group, Inc. | 8,995 | $1.02M | 0.16% | −1,122−11.1% | Reduced |
| Shepherd Street Advisors LLC | 9,062 | $1.02M | 0.89% | −567−5.9% | Reduced |
| Knightsbridge Asset Management, LLC | 9,004 | $1.02M | 0.13% | −2,037−18.4% | Reduced |
| Rogco, LP | 9,007 | $1.02M | 0.31% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 9,011 | $1.02M | 1.46% | −68−0.7% | Reduced |
| Persium Advisors, LLC | 9,015 | $1.02M | 0.67% | +853+10.5% | Added |
| Clark Asset Management, LLC | 9,021 | $1.02M | 0.08% | +372+4.3% | Added |
| Pegasus Asset Management, Inc. | 9,028 | $1.02M | 0.29% | −435−4.6% | Reduced |
| one8zero8, LLC | 9,036 | $1.02M | 0.20% | 00.0% | Unchanged |
| 25 LLC | 9,038 | $1.02M | 0.28% | +868+10.6% | Added |
| Dominguez Wealth Management Solutions, Inc. | 9,043 | $1.02M | 0.56% | +570+6.7% | Added |
| Mirabaud & Cie SA | 9,050 | $1.03M | 0.41% | −1,329−12.8% | Reduced |
| Meriwether Wealth & Planning, LLC | 9,057 | $1.03M | 0.51% | +2,547+39.1% | Added |
| Builder Investment Group Inc | 9,067 | $1.03M | 0.20% | +7+0.1% | Added |
| Well Done, LLC | 9,077 | $1.03M | 0.14% | +74+0.8% | Added |
| 49 Wealth Management, LLC | 9,116 | $1.03M | 0.20% | −28,435−75.7% | Reduced |
| Alongside, LLC | 9,116 | $1.03M | 0.20% | +9,116 | New |
| Galvin, Gaustad & Stein, LLC | 9,132 | $1.03M | 0.08% | +885+10.7% | Added |
| Oxinas Partners Wealth Management LLC | 9,162 | $1.04M | 0.41% | +7+0.1% | Added |
| Vivid Wealth Management, LLC | 9,165 | $1.04M | 0.37% | +63+0.7% | Added |
| Corps Capital Advisors, LLC | 9,184 | $1.04M | 0.84% | 00.0% | Unchanged |
| Kennondale Capital Management LLC | 9,188 | $1.04M | 0.69% | 00.0% | Unchanged |
| United Bank | 9,194 | $1.04M | 0.32% | +1,635+21.6% | Added |
| Castle Wealth Management LLC | 9,197 | $1.04M | 0.31% | +134+1.5% | Added |
| Mosaic Advisors LLC | 9,210 | $1.04M | 1.40% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 9,217 | $1.04M | 0.37% | −52−0.6% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 9,220 | $1.04M | 0.35% | −293−3.1% | Reduced |
| Paladin Wealth, LLC | 9,228 | $1.05M | 0.61% | −482−5.0% | Reduced |
| Ironwood Financial, llc | 9,124 | $1.05M | 0.16% | +27+0.3% | Added |
| Valley National Advisers Inc | 9,250 | $1.05M | 0.12% | −3,264−26.1% | Reduced |
| Boyd Watterson Asset Management LLC | 9,251 | $1.05M | 0.28% | −150−1.6% | Reduced |
| Lodestar Private Asset Management LLC | 9,295 | $1.05M | 0.09% | −282−2.9% | Reduced |
| S&A Financial Services, Inc. | 9,317 | $1.06M | 0.64% | +3,821+69.5% | Added |
| Weaver Consulting Group | 9,322 | $1.06M | 0.22% | −91−1.0% | Reduced |
| TFR Capital, LLC. | 9,344 | $1.06M | 0.30% | +372+4.1% | Added |
| James Hambro & Partners | 9,372 | $1.06M | 0.04% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 9,378 | $1.06M | 0.29% | −498−5.0% | Reduced |
| Arnhold LLC | 9,395 | $1.06M | 0.07% | 00.0% | Unchanged |
| Middleton & Co Inc | 9,396 | $1.06M | 0.11% | 00.0% | Unchanged |