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 |
|---|---|---|---|---|---|
| McDonald Partners LLC | 2,795 | $316.6K | 0.08% | +45+1.6% | Added |
| Sage Investment Counsel LLC | 2,800 | $317.1K | 0.32% | −78−2.7% | Reduced |
| Strata Wealth Advisors, LLC | 2,800 | $317.1K | 0.08% | +146+5.5% | Added |
| Astra Wealth Partners LLC | 2,802 | $317.3K | 0.18% | +252+9.9% | Added |
| Lane Brothers & Co Inc | 2,806 | $317.8K | 0.21% | +10.0% | Added |
| Dahring | Cusmano LLC | 2,807 | $318.0K | 0.17% | +11+0.4% | Added |
| Wealth Advisors of Iowa, LLC | 2,810 | $318.2K | 0.09% | −16−0.6% | Reduced |
| Opinicus Capital, Inc. | 2,825 | $320.0K | 0.17% | +11+0.4% | Added |
| BCM Advisors, LLC | 2,938 | $321.6K | 0.06% | −18−0.6% | Reduced |
| Cherrydale Wealth Management, LLC | 2,849 | $322.6K | 0.08% | −14−0.5% | Reduced |
| Blume Capital Management, Inc. | 2,850 | $322.8K | 0.05% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 2,850 | $322.8K | 0.21% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,852 | $323.0K | 0.09% | −88−3.0% | Reduced |
| AdviceOne Advisory Services, LLC | 2,853 | $323.2K | 0.18% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,853 | $323.2K | 0.05% | +129+4.7% | Added |
| Consolidated Planning Corp | 2,854 | $323.2K | 0.04% | +647+29.3% | Added |
| Amicus Financial Advisors, LLC | 2,856 | $323.5K | 0.08% | −83−2.8% | Reduced |
| ETF Portfolio Partners, Inc. | 2,859 | $323.8K | 0.08% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 2,866 | $324.6K | 0.14% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,983 | $324.6K | 0.03% | −116−3.7% | Reduced |
| Lloyd Advisory Services, LLC. | 2,869 | $324.9K | 0.13% | +584+25.6% | Added |
| Stanley-Laman Group, Ltd. | 2,870 | $325.1K | 0.03% | +10+0.3% | Added |
| Bravera Wealth | 2,875 | $325.6K | 0.12% | −106−3.6% | Reduced |
| Maimon Wealth Management Ltd. | 2,878 | $326.0K | 0.25% | +34+1.2% | Added |
| Counterweight Ventures, LLC | 2,882 | $326.4K | 0.16% | 00.0% | Unchanged |
| Promethium Advisors,llc | 2,886 | $326.9K | 0.16% | +2,886 | New |
| KDT Advisors, LLC | 2,890 | $327.3K | 0.45% | 00.0% | Unchanged |
| Journey Beyond Wealth, LLC | 2,891 | $327.4K | 0.26% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 2,897 | $328.1K | 0.13% | −6,000−67.4% | Reduced |
| Northland Securities, Inc. | 2,902 | $328.7K | 0.19% | +125+4.5% | Added |
| Frazier Financial Advisors, LLC | 2,907 | $329.2K | 0.17% | +175+6.4% | Added |
| Dakota Community Bank & Trust NA | 2,912 | $329.8K | 1.02% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 2,914 | $330.0K | 0.07% | +615+26.8% | Added |
| Hill Island Financial LLC | 2,917 | $330.4K | 0.07% | −61−2.0% | Reduced |
| APCM Wealth Management for Individuals | 2,918 | $330.4K | 0.04% | +126+4.5% | Added |
| Dynamic Wealth Strategies, LLC | 2,919 | $330.6K | 0.18% | +10.0% | Added |
| Prudent Man Investment Management, Inc. | 2,969 | $330.8K | 0.11% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 2,925 | $331.3K | 0.20% | +899+44.4% | Added |
| Grantvest Financial Group LLC | 2,927 | $331.5K | 0.19% | −28−0.9% | Reduced |
| Vilga Financial Planning LLC | 2,929 | $331.7K | 0.25% | +72+2.5% | Added |
| Fortitude Family Office, LLC | 2,930 | $331.9K | 0.06% | +295+11.2% | Added |
| Karras Company, Inc. | 2,933 | $332.2K | 0.30% | −328−10.1% | Reduced |
| Yoder Wealth Management, Inc. | 2,936 | $332.5K | 0.13% | +187+6.8% | Added |
| Windsor Advisory Group, LLC | 2,938 | $332.7K | 0.24% | +2,938 | New |
| Retirement Income Solutions, Inc | 2,680 | $333.1K | 0.06% | +450+20.2% | Added |
| Altar Rock LLC | 2,942 | $333.2K | 0.49% | −240−7.5% | Reduced |
| Adapt Wealth Advisors, LLC | 2,946 | $333.7K | 0.11% | +3+0.1% | Added |
| Seven Springs Wealth Group, LLC | 2,946 | $333.7K | 0.07% | +472+19.1% | Added |
| Alterna Wealth Management, Inc | 2,947 | $333.8K | 0.19% | +344+13.2% | Added |
| Ridgeline Wealth Planning, LLC | 2,948 | $333.9K | 0.21% | −28−0.9% | Reduced |
| Professional Advisory Services Inc | 2,950 | $334.0K | 0.04% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 2,949 | $334.0K | 0.25% | +1,179+66.6% | Added |
| Schwartz Investment Counsel Inc | 2,950 | $334.1K | 0.01% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 2,951 | $334.2K | 0.21% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,960 | $335.2K | 0.17% | 00.0% | Unchanged |
| Leisure Capital Management | 2,960 | $335.3K | 0.10% | +3+0.1% | Added |
| Harvest Investment Services, LLC | 2,961 | $335.4K | 0.05% | +291+10.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,962 | $335.5K | 0.00% | +882+42.4% | Added |
| Legacy Wealth Partners, LLC | 2,963 | $335.6K | 0.08% | +205+7.4% | Added |
| Palatine Hill Wealth Management, LLC | 2,963 | $335.6K | 0.27% | +15+0.5% | Added |
| Veridan Wealth LLC | 2,966 | $336.0K | 0.12% | +329+12.5% | Added |
| 1248 Management, LLC | 2,970 | $336.4K | 0.13% | 00.0% | Unchanged |
| Cpwa, LLC | 2,970 | $336.4K | 0.39% | −40−1.3% | Reduced |
| Post Resch Tallon Group Inc. | 2,971 | $336.5K | 0.23% | +50+1.7% | Added |
| BCU Wealth Advisors, LLC | 2,971 | $336.5K | 0.11% | −7−0.2% | Reduced |
| RAM Investment Partners, LLC | 2,975 | $336.9K | 0.05% | +10.0% | Added |
| Portfolio Strategies, Inc. | 2,981 | $337.6K | 0.03% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 2,983 | $337.9K | 0.16% | −2,902−49.3% | Reduced |
| Argos Wealth Advisors, LLC | 2,985 | $338.1K | 0.09% | +323+12.1% | Added |
| Sovereign's Capital Management, LLC | 2,987 | $338.3K | 0.23% | −3,238−52.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,000 | $339.0K | 0.22% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,990 | $339.0K | 0.12% | 00.0% | Unchanged |
| Warner Financial, Inc | 2,994 | $339.1K | 0.10% | +10+0.3% | Added |
| Invested Advisors | 2,997 | $339.4K | 0.30% | −285−8.7% | Reduced |
| Activest Wealth Management | 3,000 | $339.8K | 0.07% | −1,986−39.8% | Reduced |
| Pictet North America Advisors SA | 3,000 | $339.8K | 0.03% | −141−4.5% | Reduced |
| Essential Investment Partners LLC | 3,000 | $339.8K | 0.27% | −100−3.2% | Reduced |
| NWK Group, Inc. | 3,000 | $339.8K | 0.10% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 3,000 | $339.8K | 0.08% | 00.0% | Unchanged |
| SPWM Advisors LLC | 2,976 | $340.0K | 0.31% | +68+2.3% | Added |
| Powell Investment Advisors, LLC | 3,006 | $340.5K | 0.11% | 00.0% | Unchanged |
| Dynamic Financial Group | 3,008 | $340.7K | 0.26% | +2+0.1% | Added |
| Madison Asset Management, LLC | 3,012 | $341.1K | 0.00% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,013 | $341.3K | 0.07% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 3,015 | $341.4K | 0.13% | +4+0.1% | Added |
| First Financial Group Corp | 3,016 | $341.6K | 0.25% | +26+0.9% | Added |
| Apeiron RIA LLC | 3,055 | $341.8K | 0.09% | −3,856−55.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 3,021 | $342.2K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 3,022 | $342.2K | 0.17% | +179+6.3% | Added |
| Notis-McConarty Edward | 3,030 | $343.2K | 0.15% | 00.0% | Unchanged |
| Baring Financial LLC | 3,034 | $343.6K | 0.19% | +18+0.6% | Added |
| truNorth Financial Services, Inc. | 3,035 | $343.7K | 0.31% | +225+8.0% | Added |
| Blue Capital, Inc. | 3,035 | $343.7K | 0.22% | +1,411+86.9% | Added |
| Cannon Advisors, Inc. | 3,024 | $343.8K | 0.21% | −139−4.4% | Reduced |
| Hopwood Financial Services, Inc. | 3,036 | $343.9K | 0.20% | −290−8.7% | Reduced |
| Kelly Financial Services LLC | 3,038 | $344.1K | 0.07% | −10.0% | Reduced |
| Heritage Wealth Architects, Inc. | 3,002 | $344.6K | 0.14% | 00.0% | Unchanged |
| 1776 Wealth LLC | 3,043 | $344.6K | 0.12% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 3,044 | $344.8K | 0.23% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 3,046 | $345.0K | 0.10% | +156+5.4% | Added |