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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Drake & Associates, LLC | 13,978 | $1.58M | 0.27% | −4,683−25.1% | Reduced |
| Wealth Intelligence, LLC | 14,009 | $1.59M | 0.74% | +153+1.1% | Added |
| White Lighthouse Investment Management Inc. | 14,010 | $1.59M | 0.20% | −30.0% | Reduced |
| 4WEALTH Advisors, Inc. | 13,857 | $1.59M | 1.22% | +33+0.2% | Added |
| Clearwave Capital, LLC | 14,050 | $1.59M | 0.88% | +283+2.1% | Added |
| Forteris Wealth Management Inc. | 14,052 | $1.59M | 1.30% | 00.0% | Unchanged |
| Cim, LLC | 14,066 | $1.59M | 0.21% | +14,066 | New |
| Greenfield Savings Bank | 14,072 | $1.59M | 0.60% | +124+0.9% | Added |
| Insight Advisors, LLC | 14,077 | $1.59M | 0.28% | −491−3.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 14,096 | $1.60M | 0.20% | −205−1.4% | Reduced |
| Virtus Investment Advisers, Inc. | 14,127 | $1.60M | 0.37% | −2,101−12.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 14,143 | $1.60M | 0.12% | −252−1.8% | Reduced |
| Probity Advisors, Inc. | 14,155 | $1.60M | 0.23% | −185−1.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 4,677 | $1.60M | 0.48% | −7,269−60.8% | Reduced |
| Cowa, LLC | 14,169 | $1.60M | 0.40% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 14,176 | $1.61M | 0.91% | −152−1.1% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 14,203 | $1.61M | 0.92% | +4,816+51.3% | Added |
| Rocky Mountain Advisers, LLC | 14,221 | $1.61M | 0.41% | −3,600−20.2% | Reduced |
| Core Wealth Partners LLC | 14,226 | $1.61M | 0.69% | −3,354−19.1% | Reduced |
| Lakeshore Capital Group, Inc. | 14,230 | $1.61M | 1.19% | −61−0.4% | Reduced |
| Willis Johnson & Associates, Inc. | 14,235 | $1.61M | 0.09% | −4,017−22.0% | Reduced |
| Riverbend Wealth Management, LLC | 14,250 | $1.61M | 0.82% | +516+3.8% | Added |
| South Plains Financial, Inc. | 14,311 | $1.62M | 0.87% | −501−3.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 14,311 | $1.62M | 0.09% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 14,319 | $1.62M | 0.19% | +50.0% | Added |
| Accredited Investors Inc. | 14,323 | $1.62M | 0.07% | +314+2.2% | Added |
| Sunpointe, LLC | 14,340 | $1.62M | 0.46% | −12,428−46.4% | Reduced |
| Lee Financial Co | 14,380 | $1.63M | 0.21% | −163−1.1% | Reduced |
| Bayesian Capital Management, LP | 14,380 | $1.63M | 1.04% | +14,380 | New |
| Maryland Capital Advisors Inc. | 14,386 | $1.63M | 0.52% | +14,386 | New |
| Analyst IMS Investment Management Services Ltd. | 14,462 | $1.64M | 0.04% | −2,868−16.5% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $1.64M | 0.39% | 0 | Unchanged |
| Howard Financial Services, Ltd. | 14,487 | $1.64M | 0.16% | +671+4.9% | Added |
| Evansbrook LLC | 14,495 | $1.64M | 0.98% | +85+0.6% | Added |
| Z3 Capital Partners, LLC | 14,522 | $1.64M | 0.35% | −134−0.9% | Reduced |
| KMG Fiduciary Partners, LLC | 14,523 | $1.64M | 0.15% | −6,241−30.1% | Reduced |
| Summa Corp. | 14,537 | $1.65M | 0.52% | −76−0.5% | Reduced |
| Fiduciary Family Office, LLC | 14,557 | $1.65M | 0.41% | −333−2.2% | Reduced |
| Archetype Wealth Partners | 14,558 | $1.65M | 0.20% | +266+1.9% | Added |
| Wimmer Associates 1, LLC | 14,563 | $1.65M | 0.75% | −208−1.4% | Reduced |
| Curbstone Financial Management Corp | 14,574 | $1.65M | 0.28% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 14,609 | $1.65M | 0.51% | +6,778+86.6% | Added |
| First Command Advisory Services, Inc. | 14,612 | $1.65M | 0.01% | −7,465−33.8% | Reduced |
| Abel Hall, LLC | 14,614 | $1.66M | 0.29% | −1,717−10.5% | Reduced |
| UMA Financial Services, Inc. | 14,634 | $1.66M | 0.20% | −105−0.7% | Reduced |
| Monticello Wealth Management, LLC | 14,654 | $1.66M | 0.09% | +2,087+16.6% | Added |
| Parcion Private Wealth LLC | 14,658 | $1.66M | 0.09% | −3,710−20.2% | Reduced |
| JM2 Capital Inc. | 14,689 | $1.66M | 1.14% | +216+1.5% | Added |
| Invst, LLC | 14,690 | $1.66M | 0.16% | −716−4.6% | Reduced |
| Aristotle Atlantic Partners, LLC | 14,715 | $1.67M | 0.07% | 00.0% | Unchanged |
| Steadtrust LLC | 14,719 | $1.67M | 0.84% | −32−0.2% | Reduced |
| Gould Asset Management LLC | 14,721 | $1.67M | 0.26% | −661−4.3% | Reduced |
| Founders Financial Securities LLC | 14,723 | $1.67M | 0.09% | −16,932−53.5% | Reduced |
| Ark Wealth Advisors LLC | 14,729 | $1.67M | 1.48% | +614+4.3% | Added |
| Wiser Advisor Group LLC | 14,732 | $1.67M | 1.83% | −12−0.1% | Reduced |
| Victory Financial Group, LLC | 14,740 | $1.67M | 0.18% | −2,277−13.4% | Reduced |
| Aspiriant, LLC | 14,793 | $1.68M | 0.04% | +2,784+23.2% | Added |
| Solstein Capital, LLC | 14,799 | $1.68M | 0.57% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 14,800 | $1.68M | 0.11% | −207−1.4% | Reduced |
| Cape Ann Savings Bank | 14,808 | $1.68M | 0.79% | −70−0.5% | Reduced |
| Bridgewealth Advisory Group, LLC | 14,810 | $1.68M | 0.32% | −157−1.0% | Reduced |
| Alta Wealth Advisors LLC | 14,812 | $1.68M | 0.45% | −495−3.2% | Reduced |
| Eagle Wealth Advisors LLC | 14,855 | $1.68M | 1.28% | +3,545+31.3% | Added |
| TSFG, LLC | 14,893 | $1.69M | 0.21% | +1,213+8.9% | Added |
| Formuepleje A/S | 14,912 | $1.69M | 0.13% | +14,912 | New |
| VisionPoint Advisory Group, LLC | 14,913 | $1.69M | 0.28% | +292+2.0% | Added |
| HMS Capital Management, LLC | 14,958 | $1.69M | 0.63% | +70.0% | Added |
| Donaldson Capital Management, LLC | 14,961 | $1.69M | 0.05% | +740+5.2% | Added |
| Cim Investment Mangement Inc | 14,976 | $1.70M | 0.41% | −1,515−9.2% | Reduced |
| Sawgrass Asset Management LLC | 14,989 | $1.70M | 0.22% | −1,647−9.9% | Reduced |
| Inspire Advisors, LLC | 15,005 | $1.70M | 0.12% | +1,308+9.5% | Added |
| CORDA Investment Management, LLC. | 15,003 | $1.70M | 0.10% | +509+3.5% | Added |
| Total Investment Management Inc | 15,284 | $1.70M | 0.18% | −39−0.3% | Reduced |
| Range Advisory, LLC | 15,054 | $1.70M | 0.20% | −3,624−19.4% | Reduced |
| Crescent Sterling, Ltd. | 15,058 | $1.71M | 1.53% | +40.0% | Added |
| Interchange Capital Partners, LLC | 15,067 | $1.71M | 0.32% | +6,857+83.5% | Added |
| Beaumont Financial Advisors, LLC | 15,077 | $1.71M | 0.11% | −2,493−14.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 15,078 | $1.71M | 1.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 15,090 | $1.71M | 0.80% | −1,439−8.7% | Reduced |
| Worth Financial Advisory Group, LLC | 15,094 | $1.71M | 0.71% | +15,094 | New |
| Bullock Wealth Management Group | 15,731 | $1.71M | 0.74% | +5,052+47.3% | Added |
| Acorns Advisers, LLC | 15,128 | $1.71M | 0.01% | +2,124+16.3% | Added |
| McAdam, LLC | 15,133 | $1.71M | 0.07% | +542+3.7% | Added |
| Family Management Corp | 15,144 | $1.72M | 0.18% | −723−4.6% | Reduced |
| Compass Financial Group, INC | 15,153 | $1.72M | 0.20% | +10.0% | Added |
| American Capital Advisory, LLC | 15,158 | $1.72M | 0.63% | +20.0% | Added |
| Traphagen Investment Advisors LLC | 15,200 | $1.72M | 0.12% | +354+2.4% | Added |
| Crumly & Associates Inc. | 15,200 | $1.72M | 0.33% | +113+0.7% | Added |
| Fortress Private Ledger, LLC | 15,205 | $1.72M | 0.47% | +314+2.1% | Added |
| MB, Levis & Associates, LLC | 15,214 | $1.72M | 0.63% | +37+0.2% | Added |
| Redhawk Wealth Advisors, Inc. | 15,216 | $1.72M | 0.17% | +270+1.8% | Added |
| GTS Securities LLC | 15,232 | $1.73M | 0.04% | −19,313−55.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 15,276 | $1.73M | 0.04% | +303+2.0% | Added |
| Tennessee Valley Asset Management Partners | 15,294 | $1.73M | 0.19% | +1,882+14.0% | Added |
| SeaCrest Wealth Management, LLC | 15,314 | $1.73M | 0.19% | −10,834−41.4% | Reduced |
| Bluebird Wealth Management LLC | 15,330 | $1.74M | 1.51% | −515−3.3% | Reduced |
| Clare Market Investments LLC | 15,336 | $1.74M | 0.32% | +1,673+12.2% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 15,366 | $1.74M | 1.20% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 15,383 | $1.74M | 0.60% | −4,844−23.9% | Reduced |
| Legacy Financial Independent Advisors LLC | 15,390 | $1.74M | 0.82% | +6,453+72.2% | Added |