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: 45 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 |
|---|---|---|---|---|---|
| Oxbow Advisors, LLC | 19,539 | $2.21M | 0.18% | +142+0.7% | Added |
| Resolute Wealth Strategies, LLC | 19,567 | $2.22M | 0.86% | −508−2.5% | Reduced |
| Hollencrest Capital Management | 19,671 | $2.23M | 0.15% | −19,062−49.2% | Reduced |
| Nicholson Wealth Management Group, LLC | 19,733 | $2.23M | 1.32% | −113−0.6% | Reduced |
| Towerpoint Wealth, LLC | 19,769 | $2.24M | 0.78% | +914+4.8% | Added |
| Slagle Financial, LLC | 19,788 | $2.24M | 0.67% | +910+4.8% | Added |
| NFP Retirement, Inc. | 19,789 | $2.24M | 0.12% | +433+2.2% | Added |
| Transcendent Capital Group LLC | 19,791 | $2.24M | 0.87% | −258−1.3% | Reduced |
| Nomura Asset Management International Inc. | 19,805 | $2.24M | 0.00% | −24,164−55.0% | Reduced |
| KG&L Capital Management,LLC | 19,820 | $2.24M | 1.34% | −463−2.3% | Reduced |
| Morris Retirement Advisors, LLC | 19,865 | $2.25M | 0.82% | +5,721+40.4% | Added |
| Quantbot Technologies LP | 19,878 | $2.25M | 0.09% | +19,878 | New |
| Agp Franklin, LLC | 19,930 | $2.26M | 0.98% | −373−1.8% | Reduced |
| N.E.W. Advisory Services LLC | 19,990 | $2.26M | 0.15% | −491−2.4% | Reduced |
| Redmond Asset Management, LLC | 20,004 | $2.27M | 0.57% | −689−3.3% | Reduced |
| Brady Family Wealth, LLC | 20,041 | $2.27M | 0.66% | +495+2.5% | Added |
| WT Wealth Management | 20,078 | $2.27M | 0.63% | −8,883−30.7% | Reduced |
| WealthPLAN Partners, LLC | 20,085 | $2.27M | 0.44% | −20,125−50.0% | Reduced |
| Allen Capital Group, LLC | 20,107 | $2.28M | 0.19% | −80.0% | Reduced |
| Vista Investment Partners LLC | 20,129 | $2.28M | 0.58% | −67−0.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 20,155 | $2.28M | 0.36% | −525−2.5% | Reduced |
| Intrepid Capital Management Inc | 20,186 | $2.29M | 0.81% | +739+3.8% | Added |
| Woodward Diversified Capital, LLC | 20,188 | $2.29M | 1.01% | −536−2.6% | Reduced |
| BKM Wealth Management, LLC | 20,208 | $2.29M | 0.81% | +3,480+20.8% | Added |
| Cercano Management LLC | 20,219 | $2.29M | 0.31% | −39,006−65.9% | Reduced |
| Fox Hill Wealth Management | 20,245 | $2.29M | 0.92% | −1,272−5.9% | Reduced |
| Allied Investment Advisors, LLC | 20,284 | $2.30M | 0.29% | −240−1.2% | Reduced |
| Gallagher Capital Advisors, LLC | 20,299 | $2.30M | 1.33% | −39−0.2% | Reduced |
| Fire Capital Management LLC | 20,353 | $2.31M | 0.94% | +530+2.7% | Added |
| Brian Low Financial Group, LLC | 20,371 | $2.31M | 1.35% | +12,971+175.3% | Added |
| Costello Asset Management, INC | 20,388 | $2.31M | 0.69% | −759−3.6% | Reduced |
| Hanson & Doremus Investment Management | 20,396 | $2.31M | 0.24% | −2,718−11.8% | Reduced |
| Boston Family Office LLC | 20,422 | $2.31M | 0.14% | +206+1.0% | Added |
| Clear Creek Financial Management, LLC | 20,425 | $2.31M | 0.15% | +618+3.1% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 20,473 | $2.32M | 0.39% | +3,014+17.3% | Added |
| R.m.sincerbeaux Capital Management LLC | 20,500 | $2.32M | 1.23% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 20,521 | $2.32M | 0.88% | +486+2.4% | Added |
| KFG Wealth Management, LLC | 20,545 | $2.33M | 0.26% | −1,676−7.5% | Reduced |
| Orrstown Financial Services Inc | 20,612 | $2.33M | 0.35% | −396−1.9% | Reduced |
| GWN Securities Inc. | 20,623 | $2.34M | 0.39% | +740+3.7% | Added |
| AustralianSuper Pty Ltd | 20,637 | $2.34M | 0.01% | −788,406−97.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 20,666 | $2.34M | 1.25% | −1,972−8.7% | Reduced |
| Optas, LLC | 20,683 | $2.34M | 0.33% | −799−3.7% | Reduced |
| Perennial Investment Advisors, LLC | 20,689 | $2.34M | 0.16% | +2,788+15.6% | Added |
| Nova R Wealth, Inc. | 20,721 | $2.35M | 0.68% | +80+0.4% | Added |
| Montecito Bank & Trust | 20,722 | $2.35M | 0.35% | −177−0.8% | Reduced |
| First National Bank & Trust Co of Newtown | 21,111 | $2.35M | 0.48% | −135−0.6% | Reduced |
| KC Investment Advisors, LLC | 20,802 | $2.36M | 0.45% | +231+1.1% | Added |
| Missouri Trust & Investment Co | 21,210 | $2.36M | 0.64% | −30−0.1% | Reduced |
| Redwood Investment Management, LLC | 20,826 | $2.36M | 0.23% | −966−4.4% | Reduced |
| Sherry Group, Inc. | 20,609 | $2.36M | 2.31% | +100+0.5% | Added |
| Hartford Funds Management Co LLC | 20,866 | $2.36M | 0.19% | +1,160+5.9% | Added |
| First Western Trust Bank | 20,999 | $2.38M | 0.12% | −686−3.2% | Reduced |
| TCI Wealth Advisors, Inc. | 21,016 | $2.38M | 0.10% | −366−1.7% | Reduced |
| Rydar Equities, Inc. | 20,976 | $2.38M | 1.34% | +2,356+12.7% | Added |
| World Equity Group, Inc. | 21,035 | $2.38M | 0.53% | −2,840−11.9% | Reduced |
| Rothschild Capital Partners, LLC | 21,110 | $2.39M | 0.51% | +22+0.1% | Added |
| Davis Capital Management | 21,129 | $2.39M | 1.42% | −420−1.9% | Reduced |
| Vigilare Wealth Management | 21,155 | $2.40M | 0.73% | −56−0.3% | Reduced |
| Live Oak Private Wealth LLC | 21,156 | $2.40M | 0.30% | −250−1.2% | Reduced |
| Farmers National Bank | 21,157 | $2.40M | 0.50% | −769−3.5% | Reduced |
| Cambient Family Office, LLC | 21,159 | $2.40M | 0.29% | −232−1.1% | Reduced |
| Intellectus Partners, LLC | 21,175 | $2.40M | 0.42% | +377+1.8% | Added |
| Simplex Trading, LLC | 21,221 | $2.40M | 0.06% | +21,221 | New |
| Gateway Wealth Partners, LLC | 21,229 | $2.40M | 0.14% | −15,740−42.6% | Reduced |
| Sound Income Strategies, LLC | 21,271 | $2.41M | 0.11% | −309−1.4% | Reduced |
| BancFirst Trust & Investment Management | 21,050 | $2.41M | 1.02% | +512+2.5% | Added |
| Ethos Financial Group, LLC | 21,167 | $2.41M | 0.16% | +993+4.9% | Added |
| IFC Advisors LLC | 21,364 | $2.42M | 0.31% | −53−0.2% | Reduced |
| ORG Wealth Partners, LLC | 21,421 | $2.43M | 0.36% | +1,558+7.8% | Added |
| Cornerstone Select Advisors, LLC | 21,447 | $2.43M | 1.02% | +2,685+14.3% | Added |
| Compass Capital Corp | 21,454 | $2.44M | 0.79% | +54+0.3% | Added |
| Smith Thornton Advisors LLC | 21,234 | $2.44M | 1.07% | +881+4.3% | Added |
| Lavaca Capital LLC | 21,525 | $2.44M | 0.25% | +1,589+8.0% | Added |
| Littlejohn Financial Services, Inc. | 21,600 | $2.45M | 1.78% | −1,029−4.5% | Reduced |
| X-Square Capital, LLC | 21,632 | $2.45M | 0.62% | +1,557+7.8% | Added |
| Advocate Group LLC | 21,674 | $2.45M | 0.37% | −674−3.0% | Reduced |
| Global Assets Advisory, LLC | 22,678 | $2.46M | 0.54% | −1,570−6.5% | Reduced |
| Roxbury Financial LLC | 21,716 | $2.46M | 1.94% | +55+0.3% | Added |
| TrueWealth Advisors, LLC | 21,716 | $2.46M | 0.55% | +455+2.1% | Added |
| S-Bank Fund Management Ltd | 21,718 | $2.46M | 0.33% | +21,718 | New |
| Leonteq Securities AG | 21,755 | $2.46M | 0.15% | +6,778+45.3% | Added |
| Acumen Wealth Advisors, LLC | 21,818 | $2.47M | 0.52% | +11,389+109.2% | Added |
| Midland Wealth Advisors LLC | 21,832 | $2.47M | 0.12% | −5,914−21.3% | Reduced |
| Anchyra Partners LLC | 21,832 | $2.47M | 0.59% | −327−1.5% | Reduced |
| Wellspring Financial Advisors, LLC | 21,855 | $2.48M | 0.16% | −1,029−4.5% | Reduced |
| GFG Capital, LLC | 21,883 | $2.48M | 0.68% | +1,206+5.8% | Added |
| Harvey Capital Management Inc | 21,888 | $2.48M | 0.51% | −5,562−20.3% | Reduced |
| Hilton Head Capital Partners, LLC | 21,938 | $2.48M | 1.25% | −442−2.0% | Reduced |
| Uncommon Cents Investing LLC | 22,029 | $2.50M | 0.54% | +40+0.2% | Added |
| First Commonwealth Financial Corp | 22,033 | $2.50M | 0.35% | +151+0.7% | Added |
| Private Harbour Investment Management & Counsel, LLC | 22,034 | $2.50M | 2.96% | −45−0.2% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 22,037 | $2.50M | 1.61% | −870−3.8% | Reduced |
| Sky Investment Group LLC | 22,048 | $2.50M | 0.39% | +360+1.7% | Added |
| McGuire Capital Advisors Inc | 22,050 | $2.50M | 1.36% | +357+1.6% | Added |
| Beech Hill Advisors, Inc. | 22,072 | $2.50M | 1.11% | +337+1.6% | Added |
| Liberty Capital Management, Inc. | 22,102 | $2.50M | 0.43% | +22,102 | New |
| Prosperity Bancshares Inc | 22,107 | $2.50M | 1.64% | +1,495+7.3% | Added |
| Beaumont Asset Management, L.L.C. | 22,111 | $2.50M | 0.97% | −57−0.3% | Reduced |
| Ridgepath Capital Management LLC | 22,123 | $2.51M | 1.11% | +116+0.5% | Added |