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; 4,426 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: 24 institutions have reported holding WMT so far. See Q3 2026
- Institutional holders
- 4,427
- +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
- 1,882 more added
- Sold out
- 185
- 1,864 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 |
|---|---|---|---|---|---|
| Blueprint Financial Advisors LLC | 12,532 | $1.42M | 0.16% | +1,890+17.8% | Added |
| Bernicke Wealth Management, Ltd. | 12,548 | $1.42M | 0.17% | +89+0.7% | Added |
| Centennial Wealth Advisory LLC | 12,574 | $1.42M | 0.31% | +1,322+11.7% | Added |
| Impax Asset Management Group plc | 12,585 | $1.43M | 0.01% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 12,598 | $1.43M | 0.10% | −17−0.1% | Reduced |
| Atlas Legacy Advisors, LLC | 12,496 | $1.43M | 0.21% | +2,132+20.6% | Added |
| Per Stirling Capital Management, LLC. | 12,610 | $1.43M | 0.14% | −302−2.3% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 12,616 | $1.43M | 0.74% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 12,624 | $1.43M | 0.09% | +12+0.1% | Added |
| Sanders Morris Harris LLC | 12,626 | $1.43M | 0.83% | −2,731−17.8% | Reduced |
| Gutierrez Wealth Advisory, LLC | 12,641 | $1.43M | 0.83% | +85+0.7% | Added |
| COFG Advisors, LLC | 12,654 | $1.43M | 0.25% | +4,859+62.3% | Added |
| Comgest Global Investors S.A.S. | 12,663 | $1.43M | 0.03% | −5,000−28.3% | Reduced |
| Global Trust Wealth Management LLC | 12,665 | $1.43M | 0.99% | +1,649+15.0% | Added |
| 626 Financial, LLC | 12,710 | $1.44M | 0.56% | +13+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 12,716 | $1.44M | 0.31% | −48,765−79.3% | Reduced |
| Waycross Investment Management Co | 12,721 | $1.44M | 1.10% | +134+1.1% | Added |
| Sepio Capital, LP | 12,725 | $1.44M | 0.07% | −564−4.2% | Reduced |
| FSM Wealth Advisors, LLC | 12,735 | $1.44M | 0.15% | +374+3.0% | Added |
| Flatrock Wealth Partners LLC | 12,738 | $1.44M | 0.57% | −2,309−15.3% | Reduced |
| Cahaba Wealth Management, Inc. | 12,739 | $1.44M | 0.09% | −244−1.9% | Reduced |
| Basecamp Wealth Advisors LLC | 12,747 | $1.44M | 0.27% | −50.0% | Reduced |
| Marest Capital, LLC | 12,782 | $1.45M | 0.72% | +58+0.5% | Added |
| Wilkins Investment Counsel Inc | 12,806 | $1.45M | 0.20% | −700−5.2% | Reduced |
| Generali Investments, Management Co LLC | 12,807 | $1.45M | 0.32% | +1,032+8.8% | Added |
| Arwa LLC | 12,664 | $1.46M | 0.60% | −152−1.2% | Reduced |
| Root Financial Partners, LLC | 12,881 | $1.46M | 0.06% | +97+0.8% | Added |
| Harbour Trust & Investment Management Co | 12,905 | $1.46M | 0.14% | +56+0.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,912 | $1.46M | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 12,913 | $1.46M | 0.27% | +202+1.6% | Added |
| Security Financial Services, INC. | 12,923 | $1.46M | 0.20% | −177−1.4% | Reduced |
| Mainstream Capital Management LLC | 12,939 | $1.47M | 0.88% | −203−1.5% | Reduced |
| City State Bank | 12,946 | $1.47M | 0.34% | −108−0.8% | Reduced |
| Clarus Group, Inc. | 12,957 | $1.47M | 0.50% | −613−4.5% | Reduced |
| BOCHK Asset Management Ltd | 13,000 | $1.47M | 0.23% | −26,000−66.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 13,062 | $1.48M | 0.54% | −459−3.4% | Reduced |
| Planning Project LLC | 14,114 | $1.48M | 0.30% | +14,114 | New |
| Legacy Financial Group, Inc. | 13,137 | $1.49M | 0.35% | −157−1.2% | Reduced |
| Sentinus, LLC | 13,141 | $1.49M | 0.12% | −2,044−13.5% | Reduced |
| Milestone Asset Management, LLC | 13,154 | $1.49M | 0.23% | +587+4.7% | Added |
| International Private Wealth Advisors LLC | 13,168 | $1.49M | 0.77% | +2,946+28.8% | Added |
| Bauman Advisory Group, LLC | 13,189 | $1.49M | 0.79% | +3,908+42.1% | Added |
| KPP Advisory Services LLC | 13,196 | $1.49M | 0.19% | +172+1.3% | Added |
| Gilman Hill Asset Management, LLC | 13,199 | $1.49M | 0.20% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 13,205 | $1.50M | 0.17% | +13,205 | New |
| Proathlete Wealth Management LLC | 13,206 | $1.50M | 0.37% | −25−0.2% | Reduced |
| Pacific Point Advisors, LLC | 13,211 | $1.50M | 0.68% | −1,911−12.6% | Reduced |
| Asset Management Group, Inc. | 13,216 | $1.50M | 0.22% | +49+0.4% | Added |
| Pinnacle Holdings, LLC | 13,218 | $1.50M | 0.46% | −472−3.4% | Reduced |
| Romano Brothers and Company | 13,218 | $1.50M | 0.15% | +7+0.1% | Added |
| Adelphi Trust Co | 13,234 | $1.50M | 0.99% | +1,701+14.7% | Added |
| M&G Plc | 13,302 | $1.50M | 0.01% | −29,122−68.6% | Reduced |
| Fort Sheridan Advisors LLC | 13,275 | $1.50M | 0.16% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 13,276 | $1.50M | 0.23% | −20.0% | Reduced |
| Gerald Baker Financial Group LLC | 13,286 | $1.50M | 0.43% | +55+0.4% | Added |
| Beacon Financial Advisory LLC | 13,307 | $1.51M | 0.30% | +234+1.8% | Added |
| Childress Capital Advisors, LLC | 13,307 | $1.51M | 0.25% | −1,297−8.9% | Reduced |
| Brookwood Investment Group LLC | 13,312 | $1.51M | 0.17% | +1,782+15.5% | Added |
| MN Wealth Advisors, LLC | 13,322 | $1.51M | 0.64% | −196−1.4% | Reduced |
| O'Rourke & Company, Inc | 13,349 | $1.51M | 0.53% | +124+0.9% | Added |
| Winch Advisory Services, LLC | 13,364 | $1.51M | 0.31% | −214−1.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,402 | $1.52M | 0.23% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 13,402 | $1.52M | 0.95% | +1,780+15.3% | Added |
| Vann Equity Management LLC | 13,408 | $1.52M | 0.92% | +1,969+17.2% | Added |
| Income Insurance Ltd | 13,412 | $1.52M | 0.91% | 00.0% | Unchanged |
| L.K. Benson & Company, P.C. | 13,420 | $1.52M | 0.46% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 13,442 | $1.52M | 0.31% | +459+3.5% | Added |
| Corsicana & Co. | 13,454 | $1.52M | 0.74% | +5,090+60.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 13,458 | $1.52M | 0.51% | −392−2.8% | Reduced |
| Advisory Solutions Group, LLC | 13,467 | $1.53M | 0.52% | +13,467 | New |
| AA Financial Advisors, LLC | 13,468 | $1.53M | 0.18% | +754+5.9% | Added |
| Chapin Davis, Inc. | 13,469 | $1.53M | 0.27% | −1,081−7.4% | Reduced |
| Secured Retirement Advisors, LLC | 13,480 | $1.53M | 0.78% | −5,631−29.5% | Reduced |
| Grace & White Inc | 13,500 | $1.53M | 0.24% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 13,510 | $1.53M | 0.47% | −19−0.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 13,565 | $1.54M | 2.09% | 00.0% | Unchanged |
| Stone Wealth Partners | 13,576 | $1.54M | 1.12% | +517+4.0% | Added |
| United Community Bank | 13,590 | $1.54M | 0.48% | −219−1.6% | Reduced |
| Integrity Advisory Solutions, LLC | 13,596 | $1.54M | 0.16% | +2,366+21.1% | Added |
| Impact Capital Partners LLC | 13,610 | $1.54M | 0.42% | +111+0.8% | Added |
| Winthrop Capital Management, LLC | 13,619 | $1.54M | 0.37% | +17+0.1% | Added |
| Fortis Capital Advisors, LLC | 13,653 | $1.55M | 0.17% | +4,667+51.9% | Added |
| West Family Investments, Inc. | 13,700 | $1.55M | 0.45% | −2,046−13.0% | Reduced |
| Revolve Wealth Partners, LLC | 13,701 | $1.55M | 0.16% | +3,774+38.0% | Added |
| Stonebridge Financial Group, LLC | 13,705 | $1.55M | 1.03% | +308+2.3% | Added |
| BankChampaign, National Association | 13,727 | $1.55M | 1.19% | +277+2.1% | Added |
| Howard Capital Management Group, LLC | 13,739 | $1.56M | 0.10% | +200+1.5% | Added |
| Ceredex Value Advisors LLC | 13,746 | $1.56M | 0.04% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 13,766 | $1.56M | 0.36% | +81+0.6% | Added |
| Great Diamond Partners, LLC | 13,789 | $1.56M | 0.27% | −9−0.1% | Reduced |
| Strategic Investment Advisors | 13,792 | $1.56M | 0.09% | −1,330−8.8% | Reduced |
| Generation Capital Management LLC | 13,804 | $1.56M | 0.96% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 13,835 | $1.57M | 0.85% | +210+1.5% | Added |
| S.A. Mason LLC | 13,844 | $1.57M | 0.48% | +259+1.9% | Added |
| Augustine Asset Management Inc | 13,849 | $1.57M | 0.32% | −1,676−10.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 13,874 | $1.57M | 0.89% | −58−0.4% | Reduced |
| InTrack Investment Management Inc | 13,890 | $1.57M | 0.78% | −238−1.7% | Reduced |
| Richards, Merrill & Peterson, Inc. | 13,892 | $1.57M | 0.50% | +99+0.7% | Added |
| LCNB Corp | 13,898 | $1.57M | 0.48% | +19+0.1% | Added |
| Murphy Pohlad Asset Management LLC | 13,967 | $1.58M | 0.55% | −160−1.1% | Reduced |