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 |
|---|---|---|---|---|---|
| Coco Enterprises, LLC | 2,340 | $254.0K | 0.13% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,243 | $254.1K | 0.06% | +112+5.3% | Added |
| KRS Capital Management, LLC | 2,244 | $254.1K | 0.12% | +71+3.3% | Added |
| Kondo Wealth Advisors, Inc. | 2,243 | $254.1K | 0.08% | +17+0.8% | Added |
| Global Strategic Investment Solutions, LLC | 2,245 | $254.3K | 0.02% | −43−1.9% | Reduced |
| Aureus Asset Management, LLC | 2,248 | $254.6K | 0.02% | −5,077−69.3% | Reduced |
| Foundation Wealth Management, LLC | 2,249 | $254.7K | 0.08% | +317+16.4% | Added |
| Sava Infond d.o.o. | 2,250 | $254.8K | 0.02% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,253 | $255.2K | 0.08% | 00.0% | Unchanged |
| January Capital Advisors LLC | 2,256 | $255.5K | 0.21% | −28−1.2% | Reduced |
| Rodgers Brothers Inc. | 2,258 | $255.7K | 0.02% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 2,233 | $255.9K | 0.00% | +1,263+130.2% | Added |
| Continental Investors Services, Inc. | 2,282 | $256.4K | 0.20% | +103+4.7% | Added |
| Cassilly Financial Group LLC | 2,264 | $256.4K | 0.19% | +149+7.0% | Added |
| Smallwood Wealth Investment Management, LLC | 2,266 | $256.7K | 0.11% | −44−1.9% | Reduced |
| Westshore Wealth, LLC | 2,269 | $257.0K | 0.08% | +162+7.7% | Added |
| Able Wealth Management LLC | 2,272 | $257.3K | 0.06% | +2,272 | New |
| Sarver Vrooman Wealth Advisors | 2,332 | $257.4K | 0.15% | 00.0% | Unchanged |
| Saybrook Capital | 2,275 | $257.7K | 0.06% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 2,277 | $257.9K | 0.06% | +6+0.3% | Added |
| Clientfirst Wealth Management, LLC | 2,280 | $258.2K | 0.21% | 00.0% | Unchanged |
| Strategic Financial Group, LLC | 2,280 | $258.2K | 0.25% | 00.0% | Unchanged |
| North Capital, Inc. | 2,280 | $258.2K | 0.20% | +36+1.6% | Added |
| Financial Network Wealth Advisors LLC | 2,281 | $258.4K | 0.26% | −316−12.2% | Reduced |
| Alesco Advisors LLC | 2,283 | $258.6K | 0.01% | −246−9.7% | Reduced |
| Rubicon Advisors, GP | 2,286 | $259.0K | 0.19% | −84−3.5% | Reduced |
| Richard Young Associates, Ltd. | 2,296 | $260.0K | 0.17% | +60+2.7% | Added |
| Eldridge Investment Advisors, Inc. | 2,297 | $260.2K | 0.05% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 2,302 | $260.7K | 0.09% | +402+21.2% | Added |
| Raffa Wealth Management, LLC | 2,304 | $260.9K | 0.03% | −100−4.2% | Reduced |
| Prospect Financial Group LLC | 2,309 | $261.5K | 0.21% | +73+3.3% | Added |
| Johnson Bixby & Associates, LLC | 2,313 | $262.0K | 0.03% | −32−1.4% | Reduced |
| Avant Capital LLC | 2,314 | $262.0K | 0.16% | +10.0% | Added |
| Entrewealth, LLC | 2,339 | $262.1K | 0.10% | −646−21.6% | Reduced |
| Prepared Retirement Institute LLC | 2,320 | $262.8K | 0.11% | +10.0% | Added |
| Kingdom Financial Group LLC. | 2,321 | $262.9K | 0.07% | +36+1.6% | Added |
| Atlas Private Wealth Advisors | 2,323 | $263.1K | 0.06% | −43−1.8% | Reduced |
| Oceanside Advisors LLC | 2,330 | $263.9K | 0.13% | 00.0% | Unchanged |
| Numerai GP LLC | 2,332 | $264.1K | 0.02% | +2,332 | New |
| Juncture Wealth Strategies, LLC | 2,335 | $264.5K | 0.07% | −225−8.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 2,338 | $264.8K | 0.01% | +2,338 | New |
| NorthStar Asset Management LLC | 2,339 | $264.9K | 0.11% | +6+0.3% | Added |
| Parisi Gray Wealth Management | 2,339 | $265.0K | 0.05% | −8−0.3% | Reduced |
| Imprint Wealth LLC | 2,341 | $265.1K | 1.08% | −18−0.8% | Reduced |
| Reston Wealth Management LLC | 2,342 | $265.2K | 0.07% | +33+1.4% | Added |
| Autumn Glory Partners, LLC | 2,342 | $265.3K | 0.08% | −1,419−37.7% | Reduced |
| Kure Advisory, LLC | 2,343 | $265.4K | 0.13% | −394−14.4% | Reduced |
| A4 Wealth Advisors LLC | 2,344 | $265.5K | 0.18% | −64−2.7% | Reduced |
| Tripletail Wealth Management, LLC | 2,378 | $266.0K | 0.31% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,353 | $266.4K | 0.07% | +96+4.3% | Added |
| Baker Boyer National Bank | 2,356 | $266.8K | 0.07% | +132+5.9% | Added |
| Howard Wealth Management, LLC | 2,359 | $267.2K | 0.10% | −15−0.6% | Reduced |
| Stockman Wealth Management, Inc. | 2,366 | $268.0K | 0.03% | −251−9.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,367 | $268.1K | 0.05% | +7+0.3% | Added |
| IVC Wealth Advisors LLC | 2,372 | $268.7K | 0.10% | −123−4.9% | Reduced |
| Mindset Wealth Management, LLC | 2,385 | $270.2K | 0.05% | −430−15.3% | Reduced |
| Harbour Capital Advisors, LLC | 2,375 | $270.5K | 0.05% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 2,400 | $271.8K | 0.04% | −300−11.1% | Reduced |
| Milestones Private Investment Advisors LLC | 2,400 | $271.8K | 0.22% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 2,401 | $271.9K | 0.10% | +87+3.8% | Added |
| Taylor Financial Group, Inc. | 2,405 | $272.4K | 0.15% | −255−9.6% | Reduced |
| Base Wealth Management LLC | 2,408 | $272.7K | 0.13% | +11+0.5% | Added |
| Global Wealth Management, LLC | 2,410 | $273.0K | 0.14% | +9+0.4% | Added |
| Aristotle Capital Management, LLC | 2,415 | $273.5K | 0.00% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,418 | $273.8K | 0.03% | −852−26.1% | Reduced |
| William Mack & Associates, Inc. | 2,424 | $274.6K | 0.10% | +2,424 | New |
| Plan A Wealth LLC | 2,426 | $274.8K | 0.12% | +2,426 | New |
| Osborne Partners Capital Management, LLC | 2,429 | $275.1K | 0.02% | −120,660−98.0% | Reduced |
| Matauro, LLC | 2,436 | $275.8K | 0.04% | +31+1.3% | Added |
| Cornerstone Planning Group LLC | 2,528 | $276.4K | 0.03% | −230−8.3% | Reduced |
| BankPlus Wealth Management LLC | 2,440 | $276.5K | 0.12% | +227+10.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,445 | $276.9K | 0.13% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 2,448 | $277.3K | 0.04% | +17+0.7% | Added |
| Financial Planning Navigators CORP | 2,451 | $277.6K | 0.10% | −103−4.0% | Reduced |
| Arta Finance Wealth Management LLC | 2,451 | $277.6K | 0.12% | −50−2.0% | Reduced |
| Connective Capital Management, LLC | 2,451 | $277.6K | 0.20% | 00.0% | Unchanged |
| Crane Advisory, LLC | 2,424 | $278.6K | 0.04% | +2,424 | New |
| RFG Holdings, Inc. | 2,473 | $280.2K | 0.06% | +32+1.3% | Added |
| Diversified Portfolios, Inc. | 2,477 | $280.5K | 0.02% | +2,477 | New |
| James J. Burns & Company, LLC | 2,480 | $280.9K | 0.03% | +10.0% | Added |
| SkyOak Wealth, LLC | 2,483 | $281.2K | 0.05% | 00.0% | Unchanged |
| Cosner Financial Group, LLC | 2,488 | $281.8K | 0.14% | −49−1.9% | Reduced |
| Cranbrook Wealth Management, LLC | 2,490 | $282.1K | 0.05% | 00.0% | Unchanged |
| Mader & Shannon Wealth Management, Inc. | 2,492 | $282.2K | 0.13% | +24+1.0% | Added |
| Roof Eidam & Maycock | 2,496 | $282.7K | 0.06% | +10.0% | Added |
| Van Diest Capital, LLC | 2,497 | $282.8K | 0.25% | −2,433−49.4% | Reduced |
| Green Square Capital Advisors LLC | 2,497 | $282.8K | 0.03% | −180−6.7% | Reduced |
| Custos Family Office, LLC | 2,498 | $282.9K | 0.17% | −1,273−33.8% | Reduced |
| Vancity Investment Management Ltd | 2,500 | $283.0K | 0.04% | +2,500 | New |
| Tudor Investment Corp Et Al | 2,500 | $283.1K | 0.00% | −230,973−98.9% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,500 | $283.1K | 0.04% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 2,603 | $283.3K | 0.03% | −16,957−86.7% | Reduced |
| BlueStem Wealth Partners, LLC | 2,501 | $283.3K | 0.03% | −173−6.5% | Reduced |
| Sierra Ocean, LLC | 2,505 | $283.8K | 0.20% | −68−2.6% | Reduced |
| Hallmark Capital Management Inc | 2,510 | $284.3K | 0.02% | +60+2.4% | Added |
| Schubert & Co | 2,513 | $284.6K | 0.20% | −795−24.0% | Reduced |
| Sharpepoint LLC | 2,516 | $285.0K | 0.14% | 00.0% | Unchanged |
| Independent Family Office, LLC | 2,520 | $285.4K | 0.11% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 2,522 | $285.6K | 0.16% | +151+6.4% | Added |
| Regatta Capital Group, LLC | 2,522 | $285.7K | 0.04% | +221+9.6% | Added |