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; 4,425 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
- 4,425
- +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
- 1,863 more reduced
64 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 | 4,425 | $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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 613 | $69.4K | 0.01% | +11+1.8% | Added |
| Measured Wealth Private Client Group, LLC | 621 | $70.4K | 0.02% | +27+4.5% | Added |
| Roble, Belko & Company, Inc | 626 | $71.0K | 0.01% | −3−0.5% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 636 | $72.0K | 0.06% | 00.0% | Unchanged |
| Golden State Equity Partners | 645 | $73.0K | 0.20% | −67,604−99.1% | Reduced |
| JDM Financial Group LLC | 657 | $74.4K | 0.03% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 663 | $75.1K | 0.06% | +10+1.5% | Added |
| Aspect Partners, LLC | 671 | $76.0K | 0.03% | 00.0% | Unchanged |
| Stance Capital LLC | 677 | $76.7K | 0.02% | +222+48.8% | Added |
| Retirement Wealth Solutions LLC | 679 | $76.9K | 0.04% | +1+0.1% | Added |
| Signature Resources Capital Management, LLC | 696 | $78.8K | 0.03% | −10−1.4% | Reduced |
| Atlantic Private Wealth, LLC | 696 | $78.8K | 0.05% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 709 | $80.3K | 0.01% | −1,000−58.5% | Reduced |
| Boreal Capital Management LLC | 715 | $81.0K | 0.06% | −687−49.0% | Reduced |
| Caitlin John, LLC | 723 | $81.9K | 0.04% | +60+9.0% | Added |
| Robinswood Financial LLC | 730 | $82.7K | 0.02% | +3+0.4% | Added |
| Morse Asset Management, Inc | 731 | $82.8K | 0.01% | 00.0% | Unchanged |
| Sfam, LLC | 748 | $84.7K | 0.07% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 762 | $86.3K | 0.04% | −20−2.6% | Reduced |
| NCP Inc. | 800 | $90.6K | 0.13% | +200+33.3% | Added |
| Oakmont Advisory Group, LLC | 807 | $91.4K | 0.08% | +807 | New |
| POM Investment Strategies, LLC | 831 | $94.1K | 0.11% | +20+2.5% | Added |
| USA Financial Formulas | 833 | $94.3K | 0.02% | +833 | New |
| LFA - Lugano Financial Advisors SA | 859 | $97.2K | 0.06% | +223+35.1% | Added |
| Planning Strategies Inc. | 862 | $97.6K | 0.06% | +862 | New |
| Tidemark, LLC | 879 | $99.6K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 879 | $99.6K | 0.03% | +85+10.7% | Added |
| Fairman Group, LLC | 900 | $101.9K | 0.08% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 903 | $102.3K | 0.04% | 00.0% | Unchanged |
| Downshift Financial, LLC | 913 | $103.4K | 0.05% | +913 | New |
| Kozak & Associates, Inc. | 960 | $104.4K | 0.02% | +9+0.9% | Added |
| S&T Bank | 930 | $105.3K | 0.03% | −226−19.6% | Reduced |
| LGT Financial Advisors LLC | 938 | $106.3K | 0.56% | +3+0.3% | Added |
| Ulland Investment Advisors, LLC | 943 | $107.0K | 0.08% | +358+61.2% | Added |
| Forum Finance Group S.A. | 1,190 | $109.0K | 0.04% | +1,160+3,866.7% | Added |
| Sunrise Financial Services, LLC | 964 | $109.2K | 0.06% | +376+63.9% | Added |
| Union Savings Bank | 973 | $110.2K | 0.04% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 978 | $110.8K | 0.08% | 00.0% | Unchanged |
| Encore Global Management, LP | 1,000 | $113.3K | 0.11% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,002 | $113.5K | 0.06% | 00.0% | Unchanged |
| CKW Financial Group | 1,062 | $116.0K | 0.01% | +12+1.1% | Added |
| Thompson Investment Management, Inc. | 1,025 | $116.1K | 0.01% | −76−6.9% | Reduced |
| Leo H. Evart, Inc. | 1,031 | $116.8K | 0.09% | +1+0.1% | Added |
| Sit Investment Associates Inc | 1,062 | $120.0K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,067 | $120.8K | 0.02% | +73+7.3% | Added |
| MPWM Advisory Solutions, LLC | 1,069 | $121.1K | 0.06% | +93+9.5% | Added |
| Morton Brown Family Wealth, LLC | 1,074 | $121.7K | 0.03% | −252−19.0% | Reduced |
| 1 North Wealth Services LLC | 1,084 | $122.8K | 0.04% | −10−0.9% | Reduced |
| ZRC Wealth Management, LLC | 1,090 | $123.5K | 0.04% | +119+12.3% | Added |
| Loomis Sayles & Co L P | 1,094 | $123.9K | 0.00% | +428+64.3% | Added |
| Spectrum Wealth Advisory Group, LLC | 1,095 | $124.0K | 0.04% | +1,095 | New |
| 10Elms LLP | 1,117 | $126.5K | 0.05% | +127+12.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,127 | $127.6K | 0.00% | −448−28.4% | Reduced |
| Kerr Financial Planning Corp | 1,136 | $128.6K | 0.14% | +501+78.9% | Added |
| Palladiem, LLC | 1,136 | $128.7K | 0.12% | −298−20.8% | Reduced |
| Horizon Financial Services, LLC | 1,138 | $128.9K | 0.05% | +393+52.8% | Added |
| Piscataqua Savings Bank | 1,142 | $129.3K | 0.09% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,144 | $129.6K | 0.04% | 00.0% | Unchanged |
| Clark Wealth Partners | 1,156 | $131.0K | 0.07% | +604+109.4% | Added |
| State of Wyoming | 1,194 | $135.2K | 0.01% | −83−6.5% | Reduced |
| Conquis Financial LLC | 1,200 | $135.9K | 0.11% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,215 | $137.6K | 0.03% | +1,215 | New |
| Strategic Wealth Advisors LLC | 1,245 | $138.0K | 0.12% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,237 | $140.1K | 0.02% | 00.0% | Unchanged |
| One River Asset Management, LLC | 1,257 | $142.4K | 0.68% | +1,257 | New |
| Rakuten Securities, Inc. | 1,278 | $144.7K | 0.03% | +132+11.5% | Added |
| Joseph Group Capital Management | 1,297 | $146.9K | 0.03% | +259+25.0% | Added |
| Lynch Asset Management, Inc. | 1,300 | $147.2K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,320 | $149.5K | 0.02% | −266−16.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,160 | $149.6K | 0.05% | +1+0.1% | Added |
| Financial Life Planners | 1,328 | $150.4K | 0.10% | +6+0.5% | Added |
| Princeton Global Asset Management LLC | 1,338 | $151.6K | 0.02% | +93+7.5% | Added |
| Burk Holdings LLC | 1,343 | $152.1K | 0.06% | −6−0.4% | Reduced |
| PlanVest Financial, Inc | 1,405 | $159.1K | 0.11% | −56−3.8% | Reduced |
| Fedenia Advisers LLC | 1,440 | $163.1K | 0.04% | +1,440 | New |
| Wall Street Access Asset Management, LLC | 1,440 | $163.1K | 0.02% | +75+5.5% | Added |
| Valued Wealth Advisors LLC | 1,441 | $163.2K | 0.06% | −34−2.3% | Reduced |
| Stelac Advisory Services LLC | 1,449 | $164.3K | 0.03% | −432−23.0% | Reduced |
| New England Asset Management Inc | 1,467 | $166.2K | 0.02% | +1,467 | New |
| CGC Financial Services, LLC | 1,470 | $166.5K | 0.04% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,474 | $166.9K | 0.10% | −365−19.8% | Reduced |
| Premier Financial Group | 1,499 | $169.8K | 0.04% | +1,499 | New |
| Davis Asset Management, L.P. | 1,500 | $169.9K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 1,503 | $170.2K | 0.05% | +10+0.7% | Added |
| Bayforest Capital Ltd | 1,533 | $173.6K | 0.16% | +431+39.1% | Added |
| Albion Financial Group | 1,534 | $173.7K | 0.01% | +301+24.4% | Added |
| SWAN Capital LLC | 1,542 | $174.6K | 0.06% | −90−5.5% | Reduced |
| Walsh & Associates, LLC | 1,552 | $175.8K | 0.14% | +296+23.6% | Added |
| Western Pacific Wealth Management, LP | 1,575 | $178.4K | 0.16% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1,581 | $179.1K | 0.09% | +94+6.3% | Added |
| Hurley Capital, LLC | 1,590 | $180.1K | 0.09% | −161−9.2% | Reduced |
| Cohen & Steers, Inc. | 1,600 | $181.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,601 | $181.3K | 0.09% | −5,773−78.3% | Reduced |
| Monetary Solutions, Ltd | 1,604 | $181.7K | 0.16% | −35−2.1% | Reduced |
| Covestor Ltd | 1,602 | $182.0K | 0.11% | −10−0.6% | Reduced |
| Kemnay Advisory Services Inc. | 1,620 | $183.5K | 0.02% | +94+6.2% | Added |
| Graney & King, LLC | 1,633 | $185.0K | 0.07% | +86+5.6% | Added |
| JNBA Financial Advisors | 1,647 | $186.5K | 0.01% | +112+7.3% | Added |
| Tacita Capital Inc | 1,650 | $186.9K | 0.10% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 1,662 | $188.2K | 0.09% | −323−16.3% | Reduced |