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: 62 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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 24,456 | $2.77M | 0.45% | −207−0.8% | Reduced |
| Wright Investors Service Inc | 24,511 | $2.78M | 0.76% | −333−1.3% | Reduced |
| Quotient Wealth Partners, LLC | 24,532 | $2.78M | 0.07% | −475−1.9% | Reduced |
| Bernard Wealth Management Corp. | 24,603 | $2.79M | 1.03% | +225+0.9% | Added |
| Havemeyer Place LP | 24,669 | $2.79M | 0.28% | +24,669 | New |
| Perpetual Ltd | 24,699 | $2.80M | 0.04% | −18,451−42.8% | Reduced |
| G&S Capital LLC | 24,733 | $2.80M | 0.81% | −139−0.6% | Reduced |
| Douglas Lane & Associates, LLC | 24,870 | $2.82M | 0.04% | −1,443−5.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 24,877 | $2.82M | 0.33% | +1,735+7.5% | Added |
| Unifi Asset Management LP | 24,911 | $2.82M | 1.99% | +24,911 | New |
| Summit Wealth Partners, LLC | 24,913 | $2.82M | 0.40% | −106−0.4% | Reduced |
| EPG Wealth Management LLC | 24,967 | $2.83M | 0.68% | +1,860+8.0% | Added |
| Sphera Management Technology Funds Ltd | 25,000 | $2.83M | 0.99% | +9,000+56.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $2.83M | 1.32% | −1,000−3.8% | Reduced |
| Condor Capital Management | 25,043 | $2.84M | 0.21% | +231+0.9% | Added |
| First Community Trust NA | 25,066 | $2.84M | 1.28% | +117+0.5% | Added |
| Bangor Savings Bank | 25,087 | $2.84M | 0.21% | −512−2.0% | Reduced |
| Patron Partners Advisors, LLC | 25,089 | $2.84M | 1.09% | +401+1.6% | Added |
| XML Financial, LLC | 25,097 | $2.84M | 0.21% | −177−0.7% | Reduced |
| LRI Investments, LLC | 25,153 | $2.85M | 0.23% | −367−1.4% | Reduced |
| L2 Asset Management, LLC | 25,198 | $2.85M | 0.30% | +415+1.7% | Added |
| Platform Technology Partners | 25,199 | $2.85M | 0.47% | −1,250−4.7% | Reduced |
| Value Partners Investments Inc. | 25,244 | $2.85M | 0.20% | +365+1.5% | Added |
| Zullo Investment Group, Inc. | 25,227 | $2.86M | 0.97% | −3,624−12.6% | Reduced |
| Strait & Sound Wealth Management LLC | 25,272 | $2.86M | 1.01% | −171−0.7% | Reduced |
| ZWJ Investment Counsel Inc | 25,300 | $2.87M | 0.09% | +677+2.7% | Added |
| Portfolio Design Labs, LLC | 25,347 | $2.87M | 0.47% | −1,385−5.2% | Reduced |
| Angeles Wealth Management, LLC | 25,437 | $2.88M | 0.13% | +712+2.9% | Added |
| Meadow Creek Wealth Advisors LLC | 25,457 | $2.88M | 1.76% | −632−2.4% | Reduced |
| Quad-Cities Investment Group, LLC | 25,526 | $2.89M | 1.04% | −109−0.4% | Reduced |
| Sovran Advisors, LLC | 25,635 | $2.90M | 0.22% | +687+2.8% | Added |
| Sarasin & Partners LLP | 25,698 | $2.91M | 0.03% | +100+0.4% | Added |
| Atala Financial Inc | 25,738 | $2.92M | 1.78% | −645−2.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 25,797 | $2.92M | 0.86% | −1,074−4.0% | Reduced |
| Southeast Asset Advisors Inc. | 25,802 | $2.92M | 0.30% | +17+0.1% | Added |
| Peak Financial Advisors LLC | 25,803 | $2.92M | 1.21% | +3,379+15.1% | Added |
| Canvas Wealth Advisors, LLC | 25,809 | $2.92M | 0.41% | −183−0.7% | Reduced |
| Magnus Financial Group LLC | 25,810 | $2.92M | 0.21% | +456+1.8% | Added |
| Summit Financial Wealth Advisors, LLC | 25,830 | $2.93M | 0.37% | −1,092−4.1% | Reduced |
| Sym Financial Corp | 25,842 | $2.93M | 0.24% | −306−1.2% | Reduced |
| Nwam LLC | 25,895 | $2.93M | 0.15% | +5,600+27.6% | Added |
| High Net Worth Advisory Group LLC | 26,063 | $2.95M | 0.63% | +1,605+6.6% | Added |
| Ballast, Inc. | 26,066 | $2.95M | 0.56% | +2,466+10.4% | Added |
| Blueprint Investment Partners LLC | 26,131 | $2.96M | 0.25% | −6,112−19.0% | Reduced |
| Consilium Wealth Advisory, LLC | 26,142 | $2.96M | 0.88% | +313+1.2% | Added |
| Tempus Wealth Planning, LLC | 26,325 | $2.98M | 0.58% | −845−3.1% | Reduced |
| Commonwealth Financial Services, LLC | 37,359 | $2.99M | 0.40% | +10,973+41.6% | Added |
| DeDora Capital, Inc. | 26,385 | $2.99M | 0.65% | +420+1.6% | Added |
| PCM Encore, LLC | 26,388 | $2.99M | 0.53% | −1,205−4.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,431 | $3.00M | 0.97% | +503+1.9% | Added |
| Monetary Management Group Inc | 26,483 | $3.00M | 0.62% | −300−1.1% | Reduced |
| Chicago Capital, LLC | 26,511 | $3.00M | 0.07% | +283+1.1% | Added |
| Bayban | 26,519 | $3.00M | 2.30% | 00.0% | Unchanged |
| CVA Family Office, LLC | 26,526 | $3.00M | 0.27% | −4,483−14.5% | Reduced |
| Tradition Wealth Management, LLC | 26,591 | $3.01M | 0.18% | +431+1.6% | Added |
| Quent Capital, LLC | 26,723 | $3.03M | 0.19% | +430+1.6% | Added |
| South Dakota Investment Council | 26,756 | $3.03M | 0.05% | −3,765−12.3% | Reduced |
| Everpar Advisors LLC | 26,765 | $3.03M | 0.86% | −615−2.2% | Reduced |
| Altman Advisors, Inc. | 26,795 | $3.03M | 1.09% | −7,473−21.8% | Reduced |
| Aldebaran Financial Inc. | 26,945 | $3.05M | 2.48% | +759+2.9% | Added |
| Family Capital Trust Co | 26,990 | $3.06M | 0.99% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 27,041 | $3.06M | 0.60% | +3,946+17.1% | Added |
| Perryman Financial Advisory Inc | 27,050 | $3.06M | 0.41% | +543+2.0% | Added |
| GoalVest Advisory LLC | 27,064 | $3.07M | 0.57% | +1,211+4.7% | Added |
| Trust Co of the South | 27,071 | $3.07M | 0.43% | −571−2.1% | Reduced |
| Valley Brook Capital Group | 27,202 | $3.08M | 1.75% | −74−0.3% | Reduced |
| Park Place Capital Corp | 27,204 | $3.08M | 0.49% | +683+2.6% | Added |
| First Dallas Securities Inc. | 27,254 | $3.09M | 1.02% | −672−2.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 27,290 | $3.09M | 1.03% | +9,734+55.4% | Added |
| Rational Advisors LLC | 27,294 | $3.09M | 0.28% | −41,599−60.4% | Reduced |
| RKL Wealth Management LLC | 27,373 | $3.10M | 0.25% | +661+2.5% | Added |
| Central Pacific Bank - Trust Division | 27,379 | $3.10M | 0.32% | +20+0.1% | Added |
| Lineweaver Wealth Advisors, LLC | 27,527 | $3.12M | 0.37% | +1,569+6.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,549 | $3.12M | 0.37% | +652+2.4% | Added |
| Hilltop National Bank | 27,641 | $3.13M | 0.67% | −224−0.8% | Reduced |
| Spirit of America Management Corp | 27,702 | $3.14M | 0.59% | −400−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 27,720 | $3.14M | 0.52% | −2,030−6.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 27,737 | $3.14M | 0.24% | +557+2.0% | Added |
| Lincoln Capital Corp | 27,753 | $3.14M | 1.02% | +338+1.2% | Added |
| Concord Wealth Partners | 27,789 | $3.15M | 0.36% | −1,462−5.0% | Reduced |
| Jeppson Wealth Management, LLC | 27,814 | $3.15M | 0.93% | −164−0.6% | Reduced |
| Trust Co of Toledo NA | 27,819 | $3.15M | 0.26% | +554+2.0% | Added |
| Advisors Preferred, LLC | 28,200 | $3.15M | 0.49% | 00.0% | Unchanged |
| Arrow Financial Corp | 27,915 | $3.16M | 0.28% | −1,031−3.6% | Reduced |
| Sandro Wealth Management LLC | 27,940 | $3.16M | 2.29% | +212+0.8% | Added |
| Lewis Asset Management, LLC | 27,967 | $3.17M | 1.11% | +1,005+3.7% | Added |
| MRP Capital Investments, LLC | 27,992 | $3.17M | 2.34% | +1,096+4.1% | Added |
| Zions Bancorporation, National Association | 28,086 | $3.18M | 0.19% | +12,157+76.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 28,119 | $3.18M | 0.82% | −1,572−5.3% | Reduced |
| Brucke Financial, Inc. | 28,121 | $3.18M | 1.42% | +449+1.6% | Added |
| Fort Point Capital Partners LLC | 26,836 | $3.19M | 0.34% | +13,322+98.6% | Added |
| Financial Engines Advisors L.L.C. | 28,191 | $3.19M | 0.01% | +2,608+10.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 28,193 | $3.19M | 0.13% | +99+0.4% | Added |
| Mystic Asset Management, Inc. | 28,227 | $3.20M | 0.68% | −337−1.2% | Reduced |
| Thrive Capital Management, LLC | 28,251 | $3.20M | 0.60% | −387−1.4% | Reduced |
| Founders Financial Alliance, LLC | 28,278 | $3.20M | 0.42% | +444+1.6% | Added |
| Van Hulzen Asset Management, LLC | 28,281 | $3.20M | 0.23% | −2,426−7.9% | Reduced |
| Exchange Bank | 28,340 | $3.21M | 2.00% | −1,013−3.5% | Reduced |
| Abacus Planning Group, Inc. | 28,345 | $3.21M | 0.40% | −1,236−4.2% | Reduced |
| Outfitter Financial LLC | 28,370 | $3.21M | 2.25% | −210−0.7% | Reduced |