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 |
|---|---|---|---|---|---|
| Financial Partners Group, Inc | 22,148 | $2.51M | 0.25% | −103−0.5% | Reduced |
| Capital Management Associates | 22,200 | $2.51M | 3.24% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 22,201 | $2.51M | 0.88% | +195+0.9% | Added |
| Sax Wealth Advisors, LLC | 20,275 | $2.52M | 0.10% | +5,674+38.9% | Added |
| Syverson Strege & Co | 22,256 | $2.52M | 0.55% | +40.0% | Added |
| Bell Bank | 22,265 | $2.52M | 0.10% | +860+4.0% | Added |
| TKG Advisors, LLC | 22,325 | $2.53M | 0.88% | +935+4.4% | Added |
| Winthrop Advisory Group LLC | 22,342 | $2.53M | 0.17% | −785−3.4% | Reduced |
| Summit Wealth Group LLC | 22,345 | $2.53M | 0.21% | +6,900+44.7% | Added |
| Shum Financial Group, Inc. | 22,354 | $2.53M | 1.53% | +87+0.4% | Added |
| Financial Management, Inc. | 22,416 | $2.54M | 2.08% | −797−3.4% | Reduced |
| Ruggiero Investments, Inc. | 22,426 | $2.54M | 2.16% | −2,040−8.3% | Reduced |
| Adirondack Trust Co | 22,429 | $2.54M | 0.76% | −391−1.7% | Reduced |
| Texas Bank & Trust Co | 22,429 | $2.54M | 0.83% | −725−3.1% | Reduced |
| Old Port Advisors | 22,432 | $2.54M | 0.50% | +120+0.5% | Added |
| TLWM | 22,434 | $2.54M | 0.41% | −103−0.5% | Reduced |
| Convergence Financial, LLC | 22,440 | $2.54M | 0.20% | −5,944−20.9% | Reduced |
| Kentucky Trust Co | 22,472 | $2.55M | 1.22% | −2,387−9.6% | Reduced |
| Quilter Plc | 22,477 | $2.55M | 0.04% | 00.0% | Unchanged |
| Guardian Capital LP | 22,488 | $2.55M | 0.06% | +187+0.8% | Added |
| Accuvest Global Advisors | 22,517 | $2.55M | 2.19% | −4,606−17.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 22,526 | $2.55M | 0.37% | +960+4.5% | Added |
| Vickerman Investment Advisors, Inc. | 22,541 | $2.55M | 0.50% | −20,121−47.2% | Reduced |
| Royal Capital Wealth Management, LLC | 22,545 | $2.55M | 1.43% | +23+0.1% | Added |
| Davis R M Inc | 22,609 | $2.56M | 0.04% | +606+2.8% | Added |
| Solidarilty Wealth, LLC | 22,641 | $2.56M | 0.45% | +13,924+159.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 22,690 | $2.57M | 0.17% | +515+2.3% | Added |
| Trustco Bank Corp N Y | 22,748 | $2.58M | 1.88% | −30−0.1% | Reduced |
| Central Valley Advisors, LLC | 22,790 | $2.58M | 0.66% | −1,739−7.1% | Reduced |
| Granite Islands Private Wealth, LLC | 22,950 | $2.58M | 1.91% | +1,546+7.2% | Added |
| Lincoln Capital LLC | 22,815 | $2.58M | 0.46% | +74+0.3% | Added |
| SWP Investment Management LLC | 22,850 | $2.59M | 1.79% | +22,850 | New |
| Postrock Partners LLC | 22,883 | $2.59M | 1.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 22,883 | $2.59M | 0.21% | −889−3.7% | Reduced |
| Iowa State Bank | 22,898 | $2.59M | 0.43% | −66−0.3% | Reduced |
| Wolff Wiese Magana LLC | 22,919 | $2.60M | 1.19% | −1,511−6.2% | Reduced |
| Concord Asset Management, LLC | 22,955 | $2.60M | 0.40% | −2,144−8.5% | Reduced |
| Chesapeake Wealth Management | 22,957 | $2.60M | 0.73% | −100.0% | Reduced |
| Ashton Thomas Securities, LLC | 23,020 | $2.60M | 0.38% | +628+2.8% | Added |
| Bluedoor Private Wealth, LLC | 22,999 | $2.60M | 1.10% | −322−1.4% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 22,751 | $2.61M | 0.09% | +3,777+19.9% | Added |
| Uhlmann Price Securities, LLC | 23,055 | $2.61M | 0.10% | +40.0% | Added |
| Windsor Capital Management, LLC | 23,064 | $2.61M | 0.68% | −2,229−8.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 23,085 | $2.61M | 0.03% | +85+0.4% | Added |
| Dockside LLC | 23,102 | $2.62M | 0.61% | +23,102 | New |
| Orser Capital Management, LLC | 23,144 | $2.62M | 1.37% | −330−1.4% | Reduced |
| Bull Harbor Capital LLC | 23,177 | $2.63M | 0.51% | −3,311−12.5% | Reduced |
| MJP Associates Inc | 23,202 | $2.63M | 0.29% | +250+1.1% | Added |
| CNB Bank | 23,231 | $2.63M | 1.03% | +258+1.1% | Added |
| LVW Advisors, LLC | 23,279 | $2.64M | 0.23% | +895+4.0% | Added |
| Global Financial Private Client, LLC | 23,331 | $2.64M | 0.72% | +416+1.8% | Added |
| OneAscent Financial Services LLC | 23,350 | $2.64M | 0.13% | +31+0.1% | Added |
| Integrated Investment Consultants, LLC | 23,357 | $2.65M | 0.52% | −66−0.3% | Reduced |
| Samjo Management, LLC | 23,385 | $2.65M | 0.90% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 23,426 | $2.65M | 0.09% | +1,152+5.2% | Added |
| Cassaday & Co Wealth Management LLC | 23,456 | $2.66M | 0.05% | +829+3.7% | Added |
| WBH Advisory Inc | 23,477 | $2.66M | 0.18% | −176−0.7% | Reduced |
| Banco de Sabadell, S.A | 23,487 | $2.66M | 1.56% | +1,841+8.5% | Added |
| Barr E S & Co | 23,520 | $2.66M | 0.15% | −1,650−6.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 23,567 | $2.67M | 0.42% | −884−3.6% | Reduced |
| Ifrah Financial Services, Inc. | 23,591 | $2.67M | 0.65% | −248−1.0% | Reduced |
| CWS Financial Advisors, LLC | 23,596 | $2.67M | 0.59% | +29+0.1% | Added |
| Pettee Investors, Inc. | 23,601 | $2.67M | 1.32% | −4,486−16.0% | Reduced |
| American State Bank (Iowa) | 23,660 | $2.68M | 1.09% | +650+2.8% | Added |
| Palisade Capital Management LLC | 23,663 | $2.68M | 0.12% | −40,014−62.8% | Reduced |
| Saxon Interests, Inc. | 23,696 | $2.68M | 0.74% | −1,138−4.6% | Reduced |
| WMG Financial Advisors, LLC | 23,728 | $2.69M | 1.01% | −90−0.4% | Reduced |
| Disciplined Investors, L.L.C. | 23,743 | $2.69M | 1.34% | +1,152+5.1% | Added |
| Anchor Capital Advisors LLC | 23,764 | $2.69M | 0.08% | −93,619−79.8% | Reduced |
| Grove Bank & Trust | 23,775 | $2.69M | 0.27% | +1,956+9.0% | Added |
| Benson Wealth Management INC | 23,777 | $2.69M | 2.71% | −3,816−13.8% | Reduced |
| Northwest Wealth Management, LLC | 23,813 | $2.70M | 0.36% | −731−3.0% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 23,838 | $2.70M | 1.90% | −1,298−5.2% | Reduced |
| Schear Investment Advisers, LLC | 23,912 | $2.71M | 0.91% | +722+3.1% | Added |
| 44 Wealth Management LLC | 23,916 | $2.71M | 0.90% | +100.0% | Added |
| Resonant Capital Advisors, LLC | 23,921 | $2.71M | 0.13% | +1,124+4.9% | Added |
| Burford Brothers, Inc. | 23,921 | $2.71M | 0.99% | +160+0.7% | Added |
| Providence First Trust Co | 23,955 | $2.71M | 0.76% | +6,285+35.6% | Added |
| Charles Schwab Trust Co | 23,970 | $2.71M | 0.15% | +1,202+5.3% | Added |
| Old Second National Bank of Aurora | 23,976 | $2.72M | 0.51% | −410−1.7% | Reduced |
| Adamsbrown Wealth Consultants LLC | 23,981 | $2.72M | 0.51% | +1,572+7.0% | Added |
| Boxwood Ventures, Inc. | 23,991 | $2.72M | 1.62% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 23,992 | $2.72M | 0.17% | −185−0.8% | Reduced |
| Davidson Capital Management Inc. | 23,999 | $2.72M | 0.44% | +424+1.8% | Added |
| Blue Chip Partners, Inc. | 24,057 | $2.72M | 0.17% | −20.0% | Reduced |
| Versant Capital Management, Inc | 24,081 | $2.73M | 0.24% | −738−3.0% | Reduced |
| Enterprise Financial Services Corp | 24,129 | $2.73M | 1.12% | +370+1.6% | Added |
| MONECO Advisors, LLC | 24,140 | $2.73M | 0.17% | +6,164+34.3% | Added |
| Bedel Financial Consulting, Inc. | 24,144 | $2.73M | 0.26% | −1,135−4.5% | Reduced |
| Clough Capital Partners L P | 24,151 | $2.74M | 0.22% | +24,151 | New |
| Aspire Growth Partners LLC | 24,272 | $2.75M | 1.60% | +177+0.7% | Added |
| Delap Wealth Advisory, LLC | 24,287 | $2.75M | 0.93% | −707−2.8% | Reduced |
| Duncan Williams Asset Management, LLC | 24,296 | $2.75M | 0.62% | +85+0.4% | Added |
| Narwhal Capital Management | 24,315 | $2.75M | 0.19% | −2,736−10.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 24,329 | $2.76M | 0.43% | +2,400+10.9% | Added |
| Elgethun Capital Management | 24,330 | $2.76M | 0.38% | +371+1.5% | Added |
| MSH Capital Advisors LLC | 24,343 | $2.76M | 0.48% | +2,159+9.7% | Added |
| Foster Group, Inc. | 24,370 | $2.76M | 0.07% | +1,108+4.8% | Added |
| Calton & Associates, Inc. | 24,377 | $2.76M | 0.40% | +4,811+24.6% | Added |
| CoreFirst Bank & Trust | 24,419 | $2.77M | 1.38% | −3,006−11.0% | Reduced |