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 |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 2,527 | $286.2K | 0.00% | −23,722−90.4% | Reduced |
| Harmony Asset Management LLC | 2,528 | $286.3K | 0.08% | −152−5.7% | Reduced |
| Eaton-Cambridge Inc. | 2,528 | $286.3K | 0.08% | +98+4.0% | Added |
| Elser Financial Planning, Inc | 2,534 | $287.0K | 0.01% | −2,899−53.4% | Reduced |
| Barton Investment Management | 2,535 | $287.1K | 0.04% | 00.0% | Unchanged |
| Triumph Capital Management | 2,536 | $287.3K | 0.05% | +413+19.5% | Added |
| Red Lighthouse Investment Management, LLC | 2,537 | $287.3K | 0.09% | +69+2.8% | Added |
| Integrity Wealth Solutions LLC | 2,538 | $287.4K | 0.11% | +85+3.5% | Added |
| ONE Advisory Partners, LLC | 2,538 | $287.5K | 0.08% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 2,538 | $287.5K | 0.06% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 2,538 | $287.8K | 0.17% | +3+0.1% | Added |
| HighRoad Wealth Advisors, LLC | 2,542 | $287.9K | 0.24% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 2,547 | $288.5K | 0.06% | −3−0.1% | Reduced |
| WPG Advisers, LLC | 2,551 | $288.9K | 0.17% | +576+29.2% | Added |
| Daviman Financial, LLC | 2,558 | $289.7K | 0.16% | −528−17.1% | Reduced |
| Hughes Financial Services, LLC | 2,558 | $289.7K | 0.04% | +1,183+86.0% | Added |
| Tribridge Partners Financial LLC | 2,594 | $289.9K | 0.11% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,562 | $290.2K | 0.26% | +57+2.3% | Added |
| Sage Investment Advisers LLC | 2,564 | $290.4K | 0.20% | +2+0.1% | Added |
| East Coast Asset Management, LLC. | 2,568 | $290.9K | 0.09% | −37−1.4% | Reduced |
| McDaniel Terry & Co | 2,587 | $293.0K | 0.02% | +10.0% | Added |
| Gill Capital Partners, LLC | 2,588 | $293.2K | 0.08% | +845+48.5% | Added |
| Longview Financial Advisors, Inc. | 2,590 | $293.3K | 0.17% | +4+0.2% | Added |
| Bruce G. Allen Investments, LLC | 2,593 | $293.7K | 0.19% | −252−8.9% | Reduced |
| Avenue 1 Advisors, LLC | 2,594 | $293.8K | 0.08% | −28−1.1% | Reduced |
| Meadowbrook Wealth Management, LLC | 2,704 | $294.2K | 0.32% | −720−21.0% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,600 | $294.4K | 0.04% | −68−2.5% | Reduced |
| Poinciana Advisors Group, LLC | 2,603 | $294.9K | 0.22% | −153−5.6% | Reduced |
| Northstar Advisory Group, LLC | 2,604 | $295.0K | 0.09% | +2+0.1% | Added |
| Fiduciary Wealth Partners, LLC | 2,608 | $295.4K | 0.16% | +70+2.8% | Added |
| Integris Wealth Management, LLC | 2,610 | $295.6K | 0.06% | +756+40.8% | Added |
| Carolina Wealth Management Inc | 2,611 | $295.8K | 0.14% | +2,611 | New |
| Master's Wealth Management Inc. | 2,613 | $295.9K | 0.09% | +285+12.2% | Added |
| Citrine Capital LLC | 2,613 | $295.9K | 0.11% | +33+1.3% | Added |
| Mittelman Wealth Management | 2,026 | $296.2K | 0.20% | −1,834−47.5% | Reduced |
| Cornerstone Financial Management LLC | 2,616 | $296.3K | 0.24% | +176+7.2% | Added |
| Gambit Capital Management, LLC | 2,619 | $296.6K | 0.17% | +137+5.5% | Added |
| Buttonwood Financial Advisors Inc. | 2,621 | $296.9K | 0.09% | −222−7.8% | Reduced |
| Bedminster, LLC | 2,625 | $297.3K | 0.25% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,626 | $297.4K | 0.21% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,632 | $298.1K | 0.08% | +21+0.8% | Added |
| Discipline Wealth Solutions, LLC | 2,633 | $298.3K | 0.03% | +986+59.9% | Added |
| Twelve Points Wealth Management LLC | 2,637 | $298.7K | 0.06% | +598+29.3% | Added |
| Kapstone Financial Advisors LLC | 2,639 | $298.9K | 0.13% | −230−8.0% | Reduced |
| Financial Symmetry Inc | 2,639 | $298.9K | 0.10% | +171+6.9% | Added |
| Griffith & Werner, Inc. | 2,651 | $300.0K | 0.14% | −11−0.4% | Reduced |
| Evolution Advisers, Inc. | 2,658 | $301.0K | 0.11% | −1,084−29.0% | Reduced |
| Stone House Investment Management, LLC | 2,661 | $301.4K | 0.04% | −10.0% | Reduced |
| Garrison Bradford & Associates Inc | 2,664 | $301.7K | 0.33% | 00.0% | Unchanged |
| Longaeva Partners L.P. | 2,667 | $302.1K | 0.01% | −37,333−93.3% | Reduced |
| Accelerate Investment Advisors LLC | 2,670 | $302.4K | 0.17% | −154−5.5% | Reduced |
| Peck Wealth Management, LLC | 2,674 | $302.9K | 0.26% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,676 | $303.1K | 0.01% | +16+0.6% | Added |
| TigerOak Management, L.L.C. | 2,677 | $303.2K | 0.09% | +50+1.9% | Added |
| OneAscent Investment Solutions LLC | 2,677 | $303.2K | 0.29% | +765+40.0% | Added |
| Carroll Investors, Inc | 2,654 | $303.3K | 0.13% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 2,683 | $303.8K | 0.04% | −271−9.2% | Reduced |
| Graham Capital Wealth Management, LLC | 2,683 | $303.9K | 0.23% | −138−4.9% | Reduced |
| Aspire Private Capital, LLC | 2,684 | $303.9K | 0.06% | −18−0.7% | Reduced |
| Opus Capital Group, LLC | 2,685 | $304.0K | 0.03% | +100+3.9% | Added |
| Highland Investment Advisors LLC | 2,686 | $304.3K | 0.13% | +2,686 | New |
| Dash Acquisitions Inc. | 2,625 | $304.5K | 0.06% | +130+5.2% | Added |
| Intrinsic Value Partners, LLC | 2,691 | $304.8K | 0.21% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,691 | $305.0K | 0.01% | −321−10.7% | Reduced |
| Cooper/Haims Advisors, LLC | 2,695 | $305.2K | 0.13% | −1,126−29.5% | Reduced |
| Cannon Wealth Management Services, LLC | 2,695 | $305.2K | 0.17% | +112+4.3% | Added |
| Reik & Co., LLC | 2,700 | $305.8K | 0.08% | 00.0% | Unchanged |
| WealthCollab, LLC | 2,702 | $306.0K | 0.11% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,704 | $306.3K | 0.29% | +2,704 | New |
| Retirement Solution Inc. | 2,707 | $306.6K | 0.06% | +2,707 | New |
| Hanover Advisors Inc | 2,710 | $306.9K | 0.11% | +160+6.3% | Added |
| Holos Integrated Wealth LLC | 2,754 | $307.2K | 0.14% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,712 | $307.2K | 0.06% | +10.0% | Added |
| Redwood Financial Network Corp | 2,713 | $307.3K | 0.17% | −268−9.0% | Reduced |
| Curry Webb Wealth Management LLC | 2,714 | $307.4K | 0.13% | −72−2.6% | Reduced |
| John Boyer, Inc. | 2,715 | $307.5K | 0.27% | +9+0.3% | Added |
| Millington Financial Advisors, LLC | 2,694 | $307.8K | 0.12% | +120+4.7% | Added |
| Colorado Capital Management, Inc. | 2,723 | $308.0K | 0.11% | +8+0.3% | Added |
| Stonekeep Investments, LLC | 2,716 | $308.0K | 0.18% | +2,716 | New |
| Penn Davis McFarland Inc | 2,720 | $308.1K | 0.03% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,734 | $309.7K | 0.20% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 2,736 | $309.9K | 0.13% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 2,737 | $310.0K | 0.07% | +2+0.1% | Added |
| ACT Advisors, LLC. | 2,739 | $310.2K | 0.10% | +291+11.9% | Added |
| Flagstone Financial Management | 2,745 | $310.8K | 0.07% | 00.0% | Unchanged |
| Talbot Financial, LLC | 2,745 | $310.9K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,748 | $311.2K | 0.12% | −44−1.6% | Reduced |
| North Berkeley Wealth Management, LLC | 2,749 | $311.4K | 0.13% | +589+27.3% | Added |
| Beckerman Institutional, LLC | 2,753 | $311.9K | 0.15% | −45−1.6% | Reduced |
| Seldon Capital LP | 2,754 | $311.9K | 0.10% | 00.0% | Unchanged |
| Aviso Financial Inc. | 2,756 | $312.1K | 0.01% | −1,370−33.2% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 2,758 | $312.3K | 0.13% | −51−1.8% | Reduced |
| Old Peak Finance LLC | 2,764 | $313.1K | 0.15% | −30−1.1% | Reduced |
| GuidedMoney, LLC | 2,775 | $314.3K | 0.15% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2,777 | $314.5K | 0.26% | −134−4.6% | Reduced |
| J.Safra Asset Management Corp | 2,777 | $314.5K | 0.01% | −89−3.1% | Reduced |
| Prospera Capital Management, LLC | 2,836 | $314.9K | 0.10% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 2,781 | $315.0K | 0.19% | +2,781 | New |
| Security National Bank | 2,788 | $315.8K | 0.04% | +18+0.6% | Added |
| TrustWell Financial Advisors, LLC | 2,791 | $316.1K | 0.27% | −744−21.0% | Reduced |