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 |
|---|---|---|---|---|---|
| Montgomery Investment Management Inc | 11,413 | $1.29M | 0.39% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 11,418 | $1.29M | 0.02% | +11,289+8,751.2% | Added |
| SHP Wealth Management | 11,418 | $1.29M | 0.09% | +852+8.1% | Added |
| Baron Wealth Management LLC | 11,432 | $1.29M | 0.34% | −810−6.6% | Reduced |
| Kidder Stephen W | 11,440 | $1.30M | 0.33% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 11,441 | $1.30M | 0.42% | +228+2.0% | Added |
| Kassira Wealth Management LLC | 11,450 | $1.30M | 1.04% | +110+1.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 11,470 | $1.30M | 0.05% | +40+0.3% | Added |
| Prentice Wealth Management LLC | 11,479 | $1.30M | 0.27% | +23+0.2% | Added |
| Sagewood Asset Management LP | 11,500 | $1.30M | 0.29% | +732+6.8% | Added |
| Endeavor Private Wealth, Inc. | 11,506 | $1.30M | 0.32% | −135−1.2% | Reduced |
| Stone Point Wealth LLC | 11,530 | $1.31M | 0.33% | −20−0.2% | Reduced |
| Birch Hill Investment Advisors LLC | 11,537 | $1.31M | 0.05% | −372−3.1% | Reduced |
| Sage Mountain Advisors LLC | 11,539 | $1.31M | 0.08% | +2,045+21.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 11,550 | $1.31M | 0.46% | −1,233−9.6% | Reduced |
| MW Advisory, LLC | 11,552 | $1.31M | 0.52% | +11,552 | New |
| S.E.E.D. Planning Group LLC | 11,552 | $1.31M | 0.35% | +2,015+21.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,554 | $1.31M | 0.20% | +898+8.4% | Added |
| XY Planning Network, Inc. | 11,564 | $1.31M | 0.16% | +2,885+33.2% | Added |
| Mainsail Financial Group, LLC | 11,567 | $1.31M | 0.45% | −282−2.4% | Reduced |
| Seamount Financial Group Inc | 11,586 | $1.31M | 0.53% | −313−2.6% | Reduced |
| Invesco, LLC | 11,599 | $1.31M | 0.41% | +396+3.5% | Added |
| Seven Mile Advisory | 11,607 | $1.31M | 0.88% | −1,581−12.0% | Reduced |
| Modus Advisors, LLC | 11,627 | $1.32M | 0.33% | +173+1.5% | Added |
| Jupiter Wealth Management LLC | 11,632 | $1.32M | 0.53% | 00.0% | Unchanged |
| Carr Financial Group Corp | 11,661 | $1.32M | 0.30% | −2,013−14.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 11,674 | $1.32M | 0.37% | +345+3.0% | Added |
| Quantum Financial Partners LLC | 11,685 | $1.32M | 0.68% | +11,685 | New |
| Prescott Group Capital Management, L.L.C. | 11,700 | $1.33M | 0.11% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 11,742 | $1.33M | 0.07% | −309−2.6% | Reduced |
| Greenspring Advisors, LLC | 11,744 | $1.33M | 0.07% | +279+2.4% | Added |
| Pacific Excel Wealth Advisors, Inc. | 11,747 | $1.33M | 0.51% | +11,747 | New |
| Heritage Family Offices, LLP | 11,747 | $1.33M | 0.51% | +1,549+15.2% | Added |
| SOA Wealth Advisors, LLC. | 17,285 | $1.33M | 0.22% | −14,847−46.2% | Reduced |
| Revisor Wealth Management LLC | 11,783 | $1.33M | 0.32% | −1,146−8.9% | Reduced |
| Rainier Family Wealth Inc | 11,792 | $1.34M | 0.76% | +220+1.9% | Added |
| Center for Financial Planning, Inc. | 11,807 | $1.34M | 0.12% | −868−6.8% | Reduced |
| Tower View Investment Management & Research LLC | 11,818 | $1.34M | 0.59% | +411+3.6% | Added |
| Verum Partners LLC | 11,824 | $1.34M | 0.20% | −725−5.8% | Reduced |
| Corundum Group, Inc. | 11,835 | $1.34M | 0.40% | +281+2.4% | Added |
| Strategic Investment Solutions, Inc. | 11,852 | $1.34M | 0.31% | −6−0.1% | Reduced |
| Olistico Wealth, LLC | 11,853 | $1.34M | 0.57% | +15+0.1% | Added |
| American Trust | 11,863 | $1.34M | 0.10% | +406+3.5% | Added |
| Hofer & Associates. Inc | 11,888 | $1.35M | 0.65% | +446+3.9% | Added |
| Paragon Private Wealth Management, LLC | 11,901 | $1.35M | 0.35% | −57−0.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 11,913 | $1.35M | 0.07% | +295+2.5% | Added |
| Onefund, LLC | 11,934 | $1.35M | 0.77% | −119−1.0% | Reduced |
| Titleist Asset Management, LLC | 11,934 | $1.35M | 0.09% | −5,809−32.7% | Reduced |
| BluePath Capital Management, LLC | 11,936 | $1.35M | 0.74% | +698+6.2% | Added |
| LifeSteps Financial, Inc. | 11,965 | $1.36M | 0.63% | +798+7.1% | Added |
| Foguth Wealth Management, LLC. | 12,104 | $1.36M | 0.15% | −39−0.3% | Reduced |
| Wealth Management Nebraska | 11,990 | $1.36M | 0.12% | −303−2.5% | Reduced |
| Centennial Bank | 11,999 | $1.36M | 0.44% | −81−0.7% | Reduced |
| Ibex Wealth Advisors | 12,017 | $1.36M | 0.11% | −39,804−76.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 12,045 | $1.36M | 0.77% | −6,075−33.5% | Reduced |
| WESPAC Advisors, LLC | 12,045 | $1.36M | 0.67% | 00.0% | Unchanged |
| Spence Asset Management | 120,496 | $1.36M | 0.32% | +120,496 | New |
| Umpqua Bank | 12,058 | $1.37M | 0.31% | +2,052+20.5% | Added |
| Quantum Financial Advisors, LLC | 12,071 | $1.37M | 0.14% | +2,272+23.2% | Added |
| Paragon Capital Management Ltd | 12,077 | $1.37M | 0.26% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 12,084 | $1.37M | 0.06% | 00.0% | Unchanged |
| RW Investment Management LLC | 12,110 | $1.37M | 0.12% | 00.0% | Unchanged |
| Pecaut & Co. | 12,123 | $1.37M | 0.42% | −96−0.8% | Reduced |
| Strategic Advisors LLC | 12,135 | $1.37M | 0.30% | −260−2.1% | Reduced |
| Crown Wealth Group, LLC | 12,136 | $1.37M | 0.35% | +272+2.3% | Added |
| Rather & Kittrell, Inc. | 12,137 | $1.37M | 0.19% | +166+1.4% | Added |
| Rhodes Investment Advisors Inc | 12,147 | $1.38M | 1.01% | +1,580+15.0% | Added |
| River Street Advisors LLC | 12,156 | $1.38M | 0.41% | +236+2.0% | Added |
| Leigh Baldwin & Co., LLC | 12,183 | $1.38M | 0.74% | +641+5.6% | Added |
| PFW Advisors LLC | 12,185 | $1.38M | 0.40% | −450−3.6% | Reduced |
| Cladis Investment Advisory, LLC | 12,211 | $1.38M | 0.65% | −49−0.4% | Reduced |
| Collaborative Fund Advisors, LLC | 12,217 | $1.38M | 0.81% | +8,522+230.6% | Added |
| Violich Capital Management, Inc. | 12,225 | $1.38M | 0.15% | −400−3.2% | Reduced |
| Oxford Financial Group Ltd | 12,238 | $1.39M | 0.07% | −24−0.2% | Reduced |
| Ponta Wealth Partners, LLC | 12,239 | $1.39M | 0.74% | +3,142+34.5% | Added |
| Prelude Capital Management, LLC | 12,254 | $1.39M | 0.10% | −5,807−32.2% | Reduced |
| Capital & Planning, LLC | 12,260 | $1.39M | 0.72% | −142−1.1% | Reduced |
| Granite Harbor Advisors, Inc. | 12,268 | $1.39M | 0.55% | −54−0.4% | Reduced |
| Mach-1 Financial Group, Inc. | 12,271 | $1.39M | 0.54% | −48,820−79.9% | Reduced |
| Investors Asset Management of Georgia Inc | 12,272 | $1.39M | 0.48% | +3,001+32.4% | Added |
| Heritage Wealth Management, Inc. | 12,273 | $1.39M | 0.69% | +574+4.9% | Added |
| Wealth Effects LLC | 12,278 | $1.39M | 0.38% | +545+4.6% | Added |
| Hudock, Inc. | 12,290 | $1.39M | 0.18% | +34+0.3% | Added |
| Sustainable Insight Capital Management, LLC | 12,291 | $1.39M | 0.60% | −10,600−46.3% | Reduced |
| LSV Asset Management | 12,300 | $1.39M | 0.00% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 12,308 | $1.39M | 1.42% | −1,006−7.6% | Reduced |
| Byrne Asset Management LLC | 12,346 | $1.40M | 0.76% | −1,204−8.9% | Reduced |
| PKS Advisory Services, LLC | 12,375 | $1.40M | 0.22% | +4,624+59.7% | Added |
| Bay Rivers Group | 12,381 | $1.40M | 0.48% | +25+0.2% | Added |
| Cromwell Holdings LLC | 12,383 | $1.40M | 0.63% | 00.0% | Unchanged |
| Summitry LLC | 12,415 | $1.41M | 0.05% | +893+7.8% | Added |
| Graybill Bartz & Assoc Ltd | 12,420 | $1.41M | 0.38% | 00.0% | Unchanged |
| Old North State Trust, LLC | 12,451 | $1.41M | 0.72% | −195−1.5% | Reduced |
| DT Investment Partners, LLC | 12,466 | $1.41M | 0.11% | −304−2.4% | Reduced |
| Triangle Securities Wealth Management | 12,472 | $1.41M | 0.28% | −390−3.0% | Reduced |
| Kelman-Lazarov, Inc. | 12,484 | $1.41M | 0.19% | −393−3.1% | Reduced |
| Wellington Grp LLC | 12,487 | $1.41M | 0.37% | +686+5.8% | Added |
| Gsa Capital Partners LLP | 12,503 | $1.42M | 0.09% | −4,315−25.7% | Reduced |
| Cassia Capital Partners, LLC | 12,532 | $1.42M | 0.69% | +18+0.1% | Added |
| Blueprint Financial Advisors LLC | 12,532 | $1.42M | 0.16% | +1,890+17.8% | Added |