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 |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 10,374 | $1.18M | 0.05% | −2,107−16.9% | Reduced |
| Permanent Capital Management, LP | 10,383 | $1.18M | 0.16% | +50.0% | Added |
| Stoneridge Investment Partners LLC | 10,577 | $1.18M | 0.77% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 10,387 | $1.18M | 0.23% | +223+2.2% | Added |
| Advance Capital Management, Inc. | 10,387 | $1.18M | 0.04% | +929+9.8% | Added |
| E&G Advisors, LP | 10,390 | $1.18M | 0.23% | +200+2.0% | Added |
| First Bank & Trust | 10,399 | $1.18M | 0.17% | −502−4.6% | Reduced |
| Lantz Financial LLC | 10,431 | $1.18M | 0.22% | −436−4.0% | Reduced |
| Semus Wealth Partners LLC | 10,433 | $1.18M | 0.57% | +14+0.1% | Added |
| First Financial Corp | 10,440 | $1.18M | 0.41% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 10,455 | $1.18M | 0.34% | −274−2.6% | Reduced |
| Wall Street Financial Group, Inc. | 10,469 | $1.19M | 0.63% | +902+9.4% | Added |
| LFG Wealth Partners, LLC | 10,501 | $1.19M | 0.56% | +122+1.2% | Added |
| Legacy Financial Group LLC | 10,507 | $1.19M | 0.13% | +411+4.1% | Added |
| Hall Laurie J Trustee | 10,508 | $1.19M | 0.37% | −160−1.5% | Reduced |
| Wrapmanager Inc | 10,513 | $1.19M | 0.37% | −512−4.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,518 | $1.19M | 0.26% | +89+0.9% | Added |
| Wulff, Hansen & Co. | 10,530 | $1.19M | 0.91% | −203−1.9% | Reduced |
| Maripau Wealth Management LLC | 10,523 | $1.19M | 0.43% | −429−3.9% | Reduced |
| Mayfair Advisory Group, LLC | 10,915 | $1.19M | 0.36% | +6+0.1% | Added |
| Elevated Financial Group LLC | 10,563 | $1.20M | 0.34% | −1,773−14.4% | Reduced |
| Maridea Wealth Management LLC | 10,568 | $1.20M | 0.13% | −1,837−14.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10,583 | $1.20M | 0.32% | +850+8.7% | Added |
| Hobbs Group Advisors, LLC | 10,580 | $1.20M | 0.32% | +30.0% | Added |
| BCJ Capital Management, LLC | 10,587 | $1.20M | 0.06% | +373+3.7% | Added |
| Matisse Capital | 10,628 | $1.20M | 0.48% | 00.0% | Unchanged |
| MFA Wealth Services | 10,629 | $1.20M | 0.72% | −280−2.6% | Reduced |
| Seeds Investor LLC | 10,643 | $1.21M | 0.12% | −685−6.0% | Reduced |
| WNY Asset Management, LLC | 10,646 | $1.21M | 0.11% | −631−5.6% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 10,673 | $1.21M | 0.23% | +1,500+16.4% | Added |
| Ewa, LLC | 10,676 | $1.21M | 0.22% | +38+0.4% | Added |
| Coquina Private Wealth LLC | 10,679 | $1.21M | 0.82% | +7+0.1% | Added |
| ABLE Financial Group, LLC | 10,680 | $1.21M | 0.20% | −81−0.8% | Reduced |
| WealthCare Investment Partners, LLC | 10,695 | $1.21M | 0.29% | +859+8.7% | Added |
| Advus Financial Partners, LLC | 10,711 | $1.21M | 0.28% | −939−8.1% | Reduced |
| Elevation Advisory Partners LLC | 10,821 | $1.21M | 1.24% | −350−3.1% | Reduced |
| Vantus Wealth LLC | 10,724 | $1.21M | 0.65% | +10,724 | New |
| Retirement Planning Co of New England, Inc. | 10,726 | $1.21M | 0.44% | −84−0.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 10,732 | $1.22M | 0.46% | +294+2.8% | Added |
| Kingsbury Capital Investment Advisors LLC | 10,736 | $1.22M | 1.03% | +1,087+11.3% | Added |
| KMT Wealth Management, LLC | 10,736 | $1.22M | 1.03% | +10,736 | New |
| Advisor Resource Council | 11,000 | $1.22M | 0.41% | +405+3.8% | Added |
| Wealthquest Corp | 10,776 | $1.22M | 0.08% | +280+2.7% | Added |
| Carson Advisory Inc. | 10,778 | $1.22M | 0.56% | −235−2.1% | Reduced |
| OneAscent Family Office, LLC | 10,781 | $1.22M | 0.62% | +1,572+17.1% | Added |
| Guardian Capital, LLC | 10,802 | $1.22M | 1.00% | −2,367−18.0% | Reduced |
| Cyr Financial Inc. | 10,809 | $1.22M | 0.64% | +851+8.5% | Added |
| LVZ Advisors, Inc. | 10,818 | $1.23M | 0.12% | +162+1.5% | Added |
| Broderick Brian C | 10,835 | $1.23M | 0.19% | −99−0.9% | Reduced |
| Financial Planning Hawaii, Inc. | 10,853 | $1.23M | 0.66% | +20.0% | Added |
| HBW Advisory Services LLC | 10,872 | $1.23M | 0.11% | +709+7.0% | Added |
| Iron Financial, LLC | 10,888 | $1.23M | 0.51% | +373+3.5% | Added |
| Thor Trading Advisors, LLC | 10,890 | $1.23M | 0.39% | +10,890 | New |
| Laurel Oak Wealth Management, LLC | 10,907 | $1.24M | 0.18% | +473+4.5% | Added |
| Patriot Investment Management Inc. | 10,911 | $1.24M | 0.07% | −300−2.7% | Reduced |
| SS&H Financial Advisors, Inc. | 10,938 | $1.24M | 0.32% | +10,938 | New |
| Wealthcare Capital Partners, LLC | 10,946 | $1.24M | 0.51% | +13+0.1% | Added |
| Oak Asset Management, LLC | 10,948 | $1.24M | 0.40% | −60−0.5% | Reduced |
| Western Financial Corp | 10,983 | $1.24M | 0.36% | −24,764−69.3% | Reduced |
| Pacific Sage Partners, LLC | 10,989 | $1.24M | 0.18% | −630−5.4% | Reduced |
| Hunter Associates Investment Management LLC | 11,016 | $1.25M | 0.14% | −272−2.4% | Reduced |
| Shufro Rose & Co LLC | 11,007 | $1.25M | 0.07% | +60+0.5% | Added |
| YANKCOM Partnership | 11,008 | $1.25M | 0.45% | +186+1.7% | Added |
| Golden Reserve Retirement LLC | 11,017 | $1.25M | 0.20% | +5,845+113.0% | Added |
| Camden National Bank | 11,036 | $1.25M | 0.16% | −625−5.4% | Reduced |
| Tannin Capital LLC | 11,053 | $1.25M | 0.82% | −1,472−11.8% | Reduced |
| Strive Financial Group ,LLC | 11,058 | $1.25M | 0.54% | −10,149−47.9% | Reduced |
| Vega Investment Solutions | 11,059 | $1.25M | 0.18% | +988+9.8% | Added |
| Goldenstone Wealth Management LLC | 11,060 | $1.25M | 0.82% | −34−0.3% | Reduced |
| Slocum, Gordon & Co LLP | 11,085 | $1.26M | 0.83% | +291+2.7% | Added |
| Rosenberg Matthew Hamilton | 11,103 | $1.26M | 0.23% | +160+1.5% | Added |
| Willow Creek Capital Management, Inc. | 11,123 | $1.26M | 1.22% | +11,123 | New |
| Kera Capital Partners, Inc. | 11,123 | $1.26M | 0.12% | −1,356−10.9% | Reduced |
| Harbour Wealth Management Group, Inc. | 11,156 | $1.26M | 0.85% | +97+0.9% | Added |
| Hendershot Investments Inc. | 11,163 | $1.26M | 0.17% | −473−4.1% | Reduced |
| New Republic Capital, LLC | 11,173 | $1.27M | 0.29% | +450+4.2% | Added |
| Lebenthal Global Advisors, LLC | 11,227 | $1.27M | 0.17% | +659+6.2% | Added |
| Tiaa Trust, National Association | 11,238 | $1.27M | 0.08% | −6,788−37.7% | Reduced |
| Tobias Financial Advisors, Inc. | 11,245 | $1.27M | 0.16% | +40.0% | Added |
| United Asset Strategies, Inc. | 11,255 | $1.27M | 0.09% | +128+1.2% | Added |
| Marex Group plc | 11,258 | $1.28M | 0.01% | +1,583+16.4% | Added |
| BSW Wealth Partners | 11,263 | $1.28M | 0.14% | −293−2.5% | Reduced |
| 5T Wealth, LLC | 11,286 | $1.28M | 0.48% | +14+0.1% | Added |
| Aspen Wealth Strategies, LLC | 11,288 | $1.28M | 0.62% | −107−0.9% | Reduced |
| Wilian Securities, LLC | 11,290 | $1.28M | 0.76% | +5,447+93.2% | Added |
| KFA Private Wealth Group, LLC | 11,291 | $1.28M | 0.31% | −809−6.7% | Reduced |
| Hardy Reed LLC | 11,294 | $1.28M | 0.08% | −2,497−18.1% | Reduced |
| J. Derek Lewis & Associates Inc. | 11,304 | $1.28M | 0.24% | −55−0.5% | Reduced |
| LexAurum Advisors, LLC | 11,313 | $1.28M | 0.15% | −55−0.5% | Reduced |
| Bingham Private Wealth, LLC | 11,332 | $1.28M | 0.88% | +118+1.1% | Added |
| First United Bank Trust | 11,341 | $1.28M | 0.37% | +336+3.1% | Added |
| Dorato Capital Management | 11,278 | $1.28M | 0.87% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 11,342 | $1.28M | 0.23% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 11,345 | $1.28M | 0.78% | −89−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 11,366 | $1.29M | 0.11% | +2,271+25.0% | Added |
| Capital Square, LLC | 11,317 | $1.29M | 0.57% | +3,135+38.3% | Added |
| Up Strategic Wealth Investment Advisors LLC | 11,492 | $1.29M | 0.77% | −253−2.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 11,400 | $1.29M | 0.10% | −5,511−32.6% | Reduced |
| Excalibur Management Corp | 11,408 | $1.29M | 0.43% | +78+0.7% | Added |
| Investment Research Partners LLC | 11,411 | $1.29M | 0.44% | −714−5.9% | Reduced |