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 |
|---|---|---|---|---|---|
| United Financial Planning Group LLC | 9,398 | $1.06M | 0.54% | 00.0% | Unchanged |
| South Shore Capital Advisors | 9,413 | $1.07M | 0.71% | −28−0.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 9,416 | $1.07M | 0.13% | +414+4.6% | Added |
| Potentia Wealth | 9,416 | $1.07M | 0.44% | +100+1.1% | Added |
| Cushing Capital Partners, LLC | 9,443 | $1.07M | 0.74% | −64−0.7% | Reduced |
| Betterment LLC | 9,446 | $1.07M | 0.00% | +335+3.7% | Added |
| Third View Private Wealth, LLC | 9,461 | $1.07M | 0.13% | +419+4.6% | Added |
| InvesTrust | 9,467 | $1.07M | 0.41% | −180−1.9% | Reduced |
| Anchor Bay Capital, Inc. | 9,520 | $1.07M | 0.58% | +9,520 | New |
| Hobart Private Capital, LLC | 9,470 | $1.07M | 0.18% | −114−1.2% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,483 | $1.07M | 0.24% | 00.0% | Unchanged |
| Blalock Williams, LLC | 9,486 | $1.07M | 0.70% | −138−1.4% | Reduced |
| PSI Advisors, LLC | 9,494 | $1.08M | 0.25% | −3,557−27.3% | Reduced |
| Mirador Capital Partners LP | 9,504 | $1.08M | 0.13% | +453+5.0% | Added |
| Atlantic Trust, LLC | 9,505 | $1.08M | 0.14% | +6+0.1% | Added |
| Smith Shellnut Wilson LLC | 9,510 | $1.08M | 0.40% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 9,511 | $1.08M | 0.78% | −911−8.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,511 | $1.08M | 0.40% | −12,928−57.6% | Reduced |
| Neo Ivy Capital Management | 9,513 | $1.08M | 0.25% | −10,758−53.1% | Reduced |
| Jacobsen Capital Management | 9,514 | $1.08M | 0.32% | −14−0.1% | Reduced |
| Ameriflex Group, Inc. | 9,546 | $1.08M | 0.44% | +1,237+14.9% | Added |
| Fermata Advisors, LLC | 9,546 | $1.08M | 0.22% | +180+1.9% | Added |
| Avondale Wealth Management | 9,550 | $1.08M | 0.44% | −850−8.2% | Reduced |
| Park Capital Management, LLC | 9,553 | $1.08M | 0.64% | −364−3.7% | Reduced |
| Purpose Unlimited Inc. | 9,549 | $1.08M | 0.04% | +707+8.0% | Added |
| Ambassador Advisors, LLC | 9,560 | $1.08M | 0.13% | −1,093−10.3% | Reduced |
| Provenance Wealth Advisors, LLC | 9,565 | $1.08M | 0.10% | +1,598+20.1% | Added |
| Investment Planning Advisors, Inc. | 9,567 | $1.08M | 0.25% | +1,801+23.2% | Added |
| McKinley Carter Wealth Services, Inc. | 9,575 | $1.08M | 0.06% | +143+1.5% | Added |
| Sierra Summit Advisors LLC | 9,580 | $1.09M | 0.12% | −329−3.3% | Reduced |
| Raleigh Capital Management Inc. | 9,588 | $1.09M | 0.35% | +8+0.1% | Added |
| Onyx Bridge Wealth Group LLC | 9,589 | $1.09M | 0.10% | +145+1.5% | Added |
| William John Sempolinski | 9,591 | $1.09M | 0.44% | 00.0% | Unchanged |
| Coerente Capital Management | 9,600 | $1.09M | 0.20% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 9,601 | $1.09M | 0.08% | +787+8.9% | Added |
| Stonebridge Financial Planning Group, LLC | 9,604 | $1.09M | 0.35% | +78+0.8% | Added |
| MEMBERS Trust Co | 9,613 | $1.09M | 0.03% | −1,390−12.6% | Reduced |
| Hardworking Capital Advisors, LLC | 9,629 | $1.09M | 0.89% | −24−0.2% | Reduced |
| Balboa Wealth Partners | 9,631 | $1.09M | 0.15% | −2,179−18.5% | Reduced |
| Viawealth, LLC | 9,652 | $1.09M | 0.55% | −40−0.4% | Reduced |
| Triasima Portfolio Management inc. | 9,665 | $1.09M | 0.15% | +390+4.2% | Added |
| Peterson Wealth Advisors, LLC | 9,703 | $1.10M | 0.13% | +9+0.1% | Added |
| Burkett Financial Services, LLC | 9,712 | $1.10M | 0.34% | +38+0.4% | Added |
| Crewe Advisors LLC | 9,724 | $1.10M | 0.08% | +881+10.0% | Added |
| Wealth Dimensions Group, Ltd. | 9,743 | $1.10M | 0.20% | +155+1.6% | Added |
| Twin Tree Management, LP | 9,750 | $1.10M | 0.17% | +9,750 | New |
| Pinnacle Bancorp, Inc. | 9,765 | $1.11M | 0.29% | +162+1.7% | Added |
| Armstrong Advisory Group, Inc | 9,784 | $1.11M | 0.07% | −3,032−23.7% | Reduced |
| Peoples Financial Services Corp. | 9,791 | $1.11M | 0.48% | −149−1.5% | Reduced |
| PeakShares LLC | 9,812 | $1.11M | 0.83% | +711+7.8% | Added |
| Private Advisory Group LLC | 9,858 | $1.12M | 0.06% | −211−2.1% | Reduced |
| Primoris Wealth Advisors, LLC | 9,884 | $1.12M | 0.51% | −40−0.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 9,885 | $1.12M | 0.09% | +170+1.7% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 9,886 | $1.12M | 0.45% | −434−4.2% | Reduced |
| Five Oceans Advisors | 9,894 | $1.12M | 0.36% | −18−0.2% | Reduced |
| Sprott Inc. | 9,900 | $1.12M | 0.04% | +9,900 | New |
| Schneider Downs Wealth Management Advisors, LP | 9,902 | $1.12M | 0.11% | −104−1.0% | Reduced |
| Granite Bay Wealth Management, LLC | 9,906 | $1.12M | 0.10% | +8,270+505.5% | Added |
| Aull & Monroe Investment Management Corp | 9,945 | $1.13M | 0.47% | +156+1.6% | Added |
| Beverly Hills Private Wealth, LLC | 9,947 | $1.13M | 0.22% | −10,770−52.0% | Reduced |
| KKM Financial LLC | 9,962 | $1.13M | 0.15% | −207−2.0% | Reduced |
| Mengis Capital Management, Inc. | 9,972 | $1.13M | 0.17% | −7−0.1% | Reduced |
| New Covenant Trust Company, N.A. | 9,991 | $1.13M | 0.85% | +958+10.6% | Added |
| Alta Capital Management LLC | 10,000 | $1.13M | 0.08% | 00.0% | Unchanged |
| DKRT Investments Corp. | 10,000 | $1.13M | 0.28% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 10,000 | $1.13M | 0.20% | +3,107+45.1% | Added |
| Patrick M Sweeney & Associates, Inc | 10,002 | $1.13M | 0.65% | +10.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 10,009 | $1.13M | 0.04% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 10,016 | $1.13M | 0.86% | −41−0.4% | Reduced |
| Westside Investment Management, Inc. | 10,023 | $1.14M | 0.15% | −10−0.1% | Reduced |
| TFC Financial Management | 10,038 | $1.14M | 0.13% | −52−0.5% | Reduced |
| WSFS Capital Management, LLC | 10,069 | $1.14M | 0.05% | −1,128−10.1% | Reduced |
| Private Client Services, LLC | 10,088 | $1.14M | 0.30% | +488+5.1% | Added |
| Prostatis Group LLC | 10,088 | $1.14M | 0.27% | −3,095−23.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 10,099 | $1.14M | 0.04% | −69−0.7% | Reduced |
| Pflug Koory, LLC | 10,126 | $1.15M | 0.46% | +25+0.2% | Added |
| Ashford Capital Management Inc | 10,133 | $1.15M | 0.12% | +452+4.7% | Added |
| Mitchell Sinkler & Starr | 10,147 | $1.15M | 0.48% | +130+1.3% | Added |
| Washington Trust Bank | 10,149 | $1.15M | 0.08% | −440−4.2% | Reduced |
| May Hill Capital, LLC | 10,172 | $1.15M | 0.24% | −305−2.9% | Reduced |
| Keudell/Morrison Wealth Management | 10,175 | $1.15M | 0.22% | −16−0.2% | Reduced |
| One Charles Private Wealth Services, LLC | 10,178 | $1.15M | 0.27% | −107−1.0% | Reduced |
| Tiemann Investment Advisors, LLC | 10,178 | $1.15M | 0.42% | −500−4.7% | Reduced |
| Capital Counsel LLC | 10,207 | $1.16M | 0.05% | −233−2.2% | Reduced |
| Wallace Hart LLC | 10,211 | $1.16M | 0.72% | +10,211 | New |
| Red Mountain Financial, LLC | 10,236 | $1.16M | 0.97% | +297+3.0% | Added |
| Pennington Partners & Co., LLC | 10,241 | $1.16M | 0.37% | +928+10.0% | Added |
| BXM Wealth LLC | 10,246 | $1.16M | 0.63% | +1,402+15.9% | Added |
| Lifetime Wealth Management P.C. | 10,273 | $1.16M | 0.68% | −496−4.6% | Reduced |
| Alhambra Investment Partners LLC | 10,303 | $1.17M | 0.51% | −218−2.1% | Reduced |
| Berman McAleer LLC | 10,308 | $1.17M | 0.14% | +67+0.7% | Added |
| Norris Perne & French LLP | 10,315 | $1.17M | 0.05% | +2,921+39.5% | Added |
| Wealth Management Associates, Inc. | 10,321 | $1.17M | 0.32% | −486−4.5% | Reduced |
| M1 Capital Management LLC | 10,322 | $1.17M | 0.43% | −570−5.2% | Reduced |
| Emprise Bank | 10,324 | $1.17M | 0.43% | 00.0% | Unchanged |
| Mma Asset Management LLC | 10,326 | $1.17M | 0.37% | +157+1.5% | Added |
| Allegheny Financial Group LTD | 10,345 | $1.17M | 0.12% | −42−0.4% | Reduced |
| Brady Martz Wealth Solutions, LLC | 10,347 | $1.17M | 0.18% | +131+1.3% | Added |
| RIA Advisory Group LLC | 10,365 | $1.17M | 0.26% | −8,113−43.9% | Reduced |
| Capital Performance Advisors LLP | 10,370 | $1.17M | 0.08% | −9,350−47.4% | Reduced |