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 |
|---|---|---|---|---|---|
| Fiducient Advisors LLC | 1,999 | $226.4K | 0.03% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 2,000 | $226.5K | 0.04% | +21+1.1% | Added |
| Sloy Dahl & Holst, LLC | 2,001 | $226.6K | 0.03% | −120−5.7% | Reduced |
| Carroll Advisory Group, LLC | 2,001 | $226.7K | 0.07% | −20−1.0% | Reduced |
| Northstar Asset Management Inc | 2,004 | $227.0K | 0.07% | −325−14.0% | Reduced |
| Platt Wealth Management LLC | 2,010 | $227.0K | 0.18% | 00.0% | Unchanged |
| Align Financial, LLC | 2,010 | $227.6K | 0.11% | +10.0% | Added |
| Mandatum Life Insurance Co Ltd | 2,010 | $227.7K | 0.04% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 2,013 | $227.9K | 0.09% | −326−13.9% | Reduced |
| Canton Hathaway, LLC | 2,016 | $228.3K | 0.04% | 00.0% | Unchanged |
| OLIO Financial Planning | 2,022 | $229.0K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,036 | $230.6K | 0.06% | −118−5.5% | Reduced |
| First Citizens Financial Corp | 2,036 | $230.6K | 0.10% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,037 | $230.7K | 0.05% | +25+1.2% | Added |
| Pointe Capital Management LLC | 2,040 | $231.1K | 0.10% | +327+19.1% | Added |
| Randolph Co Inc | 2,042 | $231.3K | 0.02% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 2,045 | $231.6K | 0.06% | +3+0.1% | Added |
| Tillman Hartley LLC | 2,049 | $232.1K | 0.05% | −1,080−34.5% | Reduced |
| Isthmus Partners, LLC | 2,057 | $233.0K | 0.02% | −39−1.9% | Reduced |
| Delaney Dennis R | 2,065 | $233.9K | 0.07% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 2,071 | $234.6K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Management, LLC | 2,078 | $235.4K | 0.07% | −10−0.5% | Reduced |
| Clear Investment Research, LLC | 2,080 | $235.6K | 0.37% | −262−11.2% | Reduced |
| Tandem Financial, LLC | 2,083 | $235.9K | 0.08% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 2,085 | $236.2K | 0.05% | +4+0.2% | Added |
| Milestone Asset Management Group, LLC | 2,088 | $236.5K | 0.12% | −9−0.4% | Reduced |
| Earnest Partners LLC | 2,093 | $237.1K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,095 | $237.3K | 0.06% | +2,095 | New |
| Highland Financial Advisors, LLC | 2,095 | $237.3K | 0.05% | +109+5.5% | Added |
| Madrona Financial Services, LLC | 2,098 | $237.6K | 0.04% | −241−10.3% | Reduced |
| Koss-Olinger Consulting, LLC | 2,099 | $237.8K | 0.02% | −629−23.1% | Reduced |
| Pictet & Cie (Europe) SA | 2,100 | $237.8K | 0.00% | −700−25.0% | Reduced |
| Madrid Financial Services | 2,100 | $237.8K | 0.13% | −100−4.5% | Reduced |
| Oak Associates, Ltd | 2,100 | $237.8K | 0.01% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 2,102 | $238.0K | 0.13% | −4,077−66.0% | Reduced |
| Miller Financial Services LLC | 2,112 | $239.2K | 0.19% | +2,112 | New |
| Financial Planning Fort Collins, LLC | 2,133 | $239.3K | 0.19% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,200 | $239.5K | 0.09% | +2,200 | New |
| Washburn Capital Management, Inc. | 2,117 | $239.8K | 0.12% | −497−19.0% | Reduced |
| Fagan Associates, Inc. | 2,119 | $240.0K | 0.03% | −50−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,122 | $240.4K | 0.05% | −226−9.6% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 2,126 | $240.8K | 0.10% | +174+8.9% | Added |
| Bull Street Advisors, LLC | 2,130 | $241.0K | 0.11% | −500−19.0% | Reduced |
| Purewater Capital LLC | 2,129 | $241.1K | 0.17% | −372−14.9% | Reduced |
| Reicon Wealth Advisors, LLC | 2,130 | $241.2K | 0.15% | +2,130 | New |
| Robinson Smith Wealth Advisors LLC | 2,133 | $241.6K | 0.14% | 00.0% | Unchanged |
| E&R Wealth Management, LLC | 2,137 | $242.0K | 0.21% | +14+0.7% | Added |
| Members Wealth LLC | 2,137 | $242.0K | 0.13% | −1,543−41.9% | Reduced |
| Oberweis Asset Management Inc | 2,139 | $242.2K | 0.01% | +2+0.1% | Added |
| Dean, Jacobson Financial Services, LLC | 2,139 | $242.3K | 0.13% | 00.0% | Unchanged |
| Stirlingshire Investments, Inc. | 2,140 | $242.4K | 0.18% | +344+19.2% | Added |
| Note Advisors, LLC | 2,142 | $242.6K | 0.11% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 2,144 | $242.8K | 0.14% | +5+0.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,150 | $243.5K | 0.13% | −50−2.3% | Reduced |
| Plotkin Financial Advisors, LLC | 2,150 | $243.5K | 0.10% | −62−2.8% | Reduced |
| Grand Wealth Management, LLC | 2,150 | $243.5K | 0.10% | −23−1.1% | Reduced |
| tru Independence LLC | 2,150 | $243.5K | 0.11% | −15−0.7% | Reduced |
| Steffes Financial, Ltd. | 2,151 | $243.6K | 0.11% | +9+0.4% | Added |
| BCGM Wealth Management, LLC | 2,151 | $243.6K | 0.05% | +125+6.2% | Added |
| Port Capital LLC | 2,154 | $244.0K | 0.01% | +2,154 | New |
| Ellevest, Inc. | 2,142 | $244.7K | 0.03% | +19+0.9% | Added |
| Intentional Wealth Strategies, LLC | 2,162 | $244.9K | 0.23% | +4+0.2% | Added |
| Axecap Investments, LLC | 2,163 | $245.0K | 0.14% | −27,109−92.6% | Reduced |
| Puff Wealth Management, LLC | 2,167 | $245.4K | 0.25% | +2,167 | New |
| LWM Advisory Services, LLC | 2,168 | $245.5K | 0.44% | +2,168 | New |
| Dempze Nancy E | 2,172 | $246.0K | 0.12% | 00.0% | Unchanged |
| Cortland Associates Inc | 2,171 | $246.0K | 0.04% | +102+4.9% | Added |
| Ti-Trust, Inc | 2,175 | $246.3K | 0.13% | −150−6.5% | Reduced |
| Sentinel Pension Advisors Inc | 2,159 | $246.7K | 0.03% | −88−3.9% | Reduced |
| Dunhill Financial, LLC | 2,179 | $246.8K | 0.05% | +490+29.0% | Added |
| Frederick Financial Consultants, LLC | 2,182 | $247.1K | 0.10% | +47+2.2% | Added |
| Kilter Group LLC | 2,182 | $247.1K | 0.09% | −194−8.2% | Reduced |
| Traction Financial Partners, LLC | 2,183 | $247.2K | 0.13% | +9+0.4% | Added |
| Brio Consultants, LLC | 2,183 | $247.3K | 0.03% | +21+1.0% | Added |
| Vision Retirement, LLC | 2,185 | $247.4K | 0.06% | +4+0.2% | Added |
| Skyline Advisors, Inc. | 2,185 | $247.5K | 0.08% | +6+0.3% | Added |
| Gallacher Capital Management LLC | 2,187 | $247.7K | 0.14% | −275−11.2% | Reduced |
| Bravias Capital Group, LLC | 2,188 | $247.8K | 0.15% | +4+0.2% | Added |
| Momentous Wealth Management, Inc. | 2,193 | $248.4K | 0.13% | +76+3.6% | Added |
| Morton Capital Management LLC | 2,198 | $248.9K | 0.03% | +573+35.3% | Added |
| Private Management Group Inc | 2,198 | $249.0K | 0.01% | −240−9.8% | Reduced |
| American Money Management, LLC | 2,199 | $249.1K | 0.04% | +97+4.6% | Added |
| jvl associates llc | 2,200 | $249.2K | 0.07% | −36−1.6% | Reduced |
| Wolff Financial Management LLC | 2,203 | $249.5K | 0.05% | +3+0.1% | Added |
| PMG Family Office LLC | 2,205 | $249.7K | 0.23% | +261+13.4% | Added |
| Collaborative Wealth Managment Inc. | 2,208 | $250.1K | 0.11% | −100−4.3% | Reduced |
| Virtu Financial LLC | 2,230 | $252.0K | 0.01% | −896−28.7% | Reduced |
| Private Wealth Management Group, LLC | 2,225 | $252.0K | 0.06% | +1,145+106.0% | Added |
| Marotta Asset Management | 2,316 | $252.0K | 0.04% | +164+7.6% | Added |
| Pitti Group Wealth Management, LLC | 2,227 | $252.3K | 0.18% | −44−1.9% | Reduced |
| Denver Wealth Management, Inc. | 2,230 | $252.6K | 0.07% | +359+19.2% | Added |
| Andrews Advisory Associates, LLC | 2,235 | $253.1K | 0.12% | −117−5.0% | Reduced |
| Orcam Financial Group | 2,235 | $253.1K | 0.12% | +135+6.4% | Added |
| Peak Wealth Management LLC | 2,237 | $253.3K | 0.18% | +9+0.4% | Added |
| Polymer Capital Management (US) LLC | 2,237 | $253.4K | 0.04% | −7,496−77.0% | Reduced |
| North Point Portfolio Managers Corp | 2,237 | $253.4K | 0.04% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,238 | $253.5K | 0.01% | −44−1.9% | Reduced |
| Lutz Financial Services LLC | 2,239 | $253.6K | 0.02% | +9+0.4% | Added |
| Darwin Advisors, LLC | 2,239 | $253.7K | 0.07% | −111−4.7% | Reduced |
| HRC Wealth Management, LLC | 2,241 | $253.8K | 0.10% | +68+3.1% | Added |