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; 4,425 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
- Institutional holders
- 4,425
- +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
- 1,881 more added
- Sold out
- 185
- 1,863 more reduced
64 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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 |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 1,677 | $189.9K | 0.04% | +164+10.8% | Added |
| Timbuktu Capital Management, LLC | 1,700 | $192.5K | 0.29% | +1,700 | New |
| Operose Advisors LLC | 1,748 | $198.0K | 0.04% | −640−26.8% | Reduced |
| Consultiva Wealth Management, Corp. | 1,754 | $198.7K | 0.45% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,767 | $200.1K | 0.16% | +1+0.1% | Added |
| Range Financial Group LLC | 1,774 | $200.9K | 0.05% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,777 | $201.2K | 0.07% | +140+8.6% | Added |
| Briaud Financial Planning, Inc | 1,780 | $201.6K | 0.05% | +101+6.0% | Added |
| Scott Capital Advisors, LLC | 1,781 | $201.7K | 0.03% | +107+6.4% | Added |
| Chaney Capital Management, Inc. | 1,787 | $202.4K | 0.06% | 00.0% | Unchanged |
| Equity Wealth Partners, LLC | 1,789 | $202.6K | 0.07% | +1,789 | New |
| Greater Midwest Financial Group, LLC | 1,793 | $203.1K | 0.10% | −24−1.3% | Reduced |
| DDD Partners, LLC | 1,793 | $203.1K | 0.01% | −99−5.2% | Reduced |
| Cedar Mountain Advisors, LLC | 1,794 | $203.1K | 0.03% | +1+0.1% | Added |
| SP Asset Management LLC | 1,799 | $203.7K | 0.02% | +1,799 | New |
| Treasure Coast Financial Planning | 1,800 | $203.9K | 0.10% | −3,000−62.5% | Reduced |
| MTM Financial Group, LLC | 1,802 | $204.1K | 0.09% | −123−6.4% | Reduced |
| Carolina Wealth Advisors, LLC | 1,804 | $204.3K | 0.08% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 1,807 | $204.7K | 0.12% | +1,807 | New |
| Cheviot Value Management, LLC | 1,808 | $204.8K | 0.02% | +1+0.1% | Added |
| ODonnell Financial Services, LLC | 1,812 | $205.3K | 0.06% | +116+6.8% | Added |
| Dupree Financial Group, LLC | 1,813 | $205.3K | 0.08% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,813 | $205.4K | 0.04% | +1,813 | New |
| Cornerstone Financial Group, LLC | 1,814 | $205.5K | 0.13% | +2+0.1% | Added |
| Tepp RIA, LLC | 1,816 | $205.7K | 0.14% | +1,816 | New |
| Ariadne Wealth Management, LP | 1,820 | $206.1K | 0.09% | −1,125−38.2% | Reduced |
| Portus Wealth Advisors, LLC | 1,820 | $206.2K | 0.17% | +3+0.2% | Added |
| Odyssey Group, LLC | 1,821 | $206.2K | 0.06% | +1,821 | New |
| Cinctive Capital Management LP | 1,825 | $206.7K | 0.01% | −107,829−98.3% | Reduced |
| Willis Investment Counsel | 1,826 | $206.8K | 0.01% | +1,826 | New |
| Tortuga Wealth Management, Inc | 1,828 | $207.0K | 0.16% | +121+7.1% | Added |
| Gladwyn Financial Advisors, Inc. | 1,829 | $207.2K | 0.13% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 1,831 | $207.4K | 0.14% | −75−3.9% | Reduced |
| StoneCrest Wealth Management, Inc. | 1,834 | $207.7K | 0.07% | −291−13.7% | Reduced |
| Midwest Financial Partners Investments, Inc. | 1,834 | $207.7K | 0.09% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 1,838 | $208.2K | 0.00% | −1,043−36.2% | Reduced |
| Brickley Wealth Management | 1,842 | $208.6K | 0.03% | −33−1.8% | Reduced |
| WealthTrust Asset Management, LLC | 1,843 | $208.7K | 0.11% | 00.0% | Unchanged |
| Lexington Hill Partners, LLC | 1,843 | $208.7K | 0.10% | −1,059−36.5% | Reduced |
| Welch Financial Planning, LLC | 1,844 | $208.9K | 0.12% | +206+12.6% | Added |
| Mayport, LLC | 1,855 | $210.1K | 0.03% | −47−2.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,857 | $210.3K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,863 | $211.0K | 0.06% | −242−11.5% | Reduced |
| Wisconsin Capital Management LLC | 1,869 | $211.7K | 0.10% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,872 | $212.0K | 0.19% | 00.0% | Unchanged |
| J. M. Brown & Associates Inc. | 1,873 | $212.2K | 0.12% | +1,873 | New |
| Vista Cima Wealth Management LLC | 1,873 | $212.2K | 0.16% | −149−7.4% | Reduced |
| Woodward Financial Advisors, Inc. | 1,876 | $212.5K | 0.07% | +1,876 | New |
| 21 West Wealth Management LLC | 1,876 | $212.5K | 0.18% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 1,877 | $212.6K | 0.11% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,883 | $213.3K | 0.03% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1,834 | $213.4K | 0.16% | −221−10.8% | Reduced |
| Daner Wealth Management, LLC | 1,845 | $213.6K | 0.12% | +9+0.5% | Added |
| Navigation Wealth Management, Inc. | 1,892 | $214.3K | 0.30% | +21+1.1% | Added |
| American Financial Advisors, LLC | 1,897 | $214.8K | 0.03% | +6+0.3% | Added |
| Jessup Wealth Management, Inc | 1,897 | $214.8K | 0.06% | +2+0.1% | Added |
| Truefg, LLC | 1,899 | $215.1K | 0.05% | −31−1.6% | Reduced |
| Silicon Valley Capital Partners | 1,902 | $215.5K | 0.02% | −987−34.2% | Reduced |
| Bayshore Asset Management, LLC | 1,904 | $215.6K | 0.08% | +1,904 | New |
| Providence Financial Advisors, LLC | 1,906 | $215.9K | 0.12% | +16+0.8% | Added |
| SAM Advisors, LLC | 1,907 | $215.9K | 0.06% | +8+0.4% | Added |
| RM Financial Services, LLC | 1,910 | $216.3K | 0.16% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,911 | $216.4K | 0.06% | +4+0.2% | Added |
| Signature Wealth Management Partners, LLC | 1,913 | $216.7K | 0.10% | 00.0% | Unchanged |
| Flower City Capital | 1,914 | $216.8K | 0.10% | −12−0.6% | Reduced |
| C M Bidwell & Associates Ltd | 1,915 | $216.9K | 0.09% | −78−3.9% | Reduced |
| McCollum Christoferson Group LLC | 1,917 | $217.1K | 0.06% | −450−19.0% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,917 | $217.1K | 0.11% | +150+8.5% | Added |
| Magnolia Wealth Management, LLC | 1,918 | $217.2K | 0.11% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,918 | $217.2K | 0.02% | −176−8.4% | Reduced |
| Presilium Private Wealth, LLC | 1,919 | $217.3K | 0.03% | −6−0.3% | Reduced |
| Quaker Wealth Management, LLC | 1,919 | $217.3K | 0.06% | −2,076−52.0% | Reduced |
| Junk Investment Group, LLC | 1,923 | $217.8K | 0.10% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,926 | $218.1K | 0.02% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 1,931 | $218.7K | 0.08% | +58+3.1% | Added |
| Dala Group, LLC | 1,938 | $219.6K | 0.18% | −478−19.8% | Reduced |
| Greenline Wealth Management LLC | 1,941 | $219.9K | 0.18% | +172+9.7% | Added |
| Salvus Wealth Management, LLC | 1,942 | $220.0K | 0.12% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,945 | $220.3K | 0.08% | +2+0.1% | Added |
| AllGen Financial Advisors, Inc. | 1,945 | $220.3K | 0.05% | −217−10.0% | Reduced |
| Kaufman Rossin Wealth, LLC | 1,967 | $220.7K | 0.10% | −357−15.4% | Reduced |
| Cabot Wealth Management Inc | 1,950 | $220.9K | 0.02% | +279+16.7% | Added |
| Prosperity Planning, Inc. | 1,954 | $221.3K | 0.05% | +1,954 | New |
| Guidance Capital, Inc | 1,927 | $221.5K | 0.05% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 2,063 | $221.6K | 0.03% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 1,960 | $222.0K | 0.15% | −870−30.7% | Reduced |
| Breakwater Investment Management | 1,961 | $222.1K | 0.08% | 00.0% | Unchanged |
| Abound Wealth Management | 1,963 | $222.3K | 0.04% | −893−31.3% | Reduced |
| Axis Wealth Partners, LLC | 1,964 | $222.4K | 0.11% | −57−2.8% | Reduced |
| Elevate Capital Advisors, LLC | 1,964 | $222.4K | 0.12% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1,972 | $223.4K | 0.15% | +2+0.1% | Added |
| RS Crum Inc. | 1,979 | $224.1K | 0.04% | +7+0.4% | Added |
| OFS Enterprise LLC | 1,979 | $224.1K | 0.06% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 1,980 | $224.3K | 0.08% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 1,982 | $224.5K | 0.11% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 1,984 | $224.7K | 0.02% | +1,984 | New |
| Cornerstone Capital, Inc. | 1,985 | $224.8K | 0.02% | 00.0% | Unchanged |
| Christensen, King & Associates Investment Services, Inc. | 1,990 | $225.3K | 0.09% | −156−7.3% | Reduced |
| Ni Acquisitions Company, LLC | 1,995 | $226.0K | 0.10% | +1,995 | New |
| Aegis Wealth Management LLC | 1,998 | $226.3K | 0.11% | +1,998 | New |