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 |
|---|---|---|---|---|---|
| GatePass Capital, LLC | 3,047 | $345.1K | 0.13% | +22+0.7% | Added |
| Apriem Advisors | 3,048 | $345.2K | 0.03% | −2,387−43.9% | Reduced |
| Lakeshore Financial Planning, Inc. | 3,051 | $345.6K | 0.11% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 3,054 | $345.9K | 0.09% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,056 | $346.1K | 0.04% | +59+2.0% | Added |
| Fiscal Wisdom Wealth Management, LLC | 3,063 | $346.9K | 0.29% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 3,070 | $347.7K | 0.16% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 3,072 | $347.9K | 0.02% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 3,075 | $348.3K | 0.03% | +10.0% | Added |
| Eurizon SLJ Capital Ltd | 3,076 | $348.4K | 0.13% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 3,082 | $349.1K | 0.17% | +3,082 | New |
| Wright Wealth LLC | 3,083 | $349.2K | 0.21% | −671−17.9% | Reduced |
| Ellis Investment Partners, LLC | 3,092 | $350.2K | 0.05% | +5+0.2% | Added |
| Pioneer Family Office, LLC | 3,097 | $350.8K | 0.18% | 00.0% | Unchanged |
| Mustico Financial Group, Inc. | 2,348 | $351.1K | 0.24% | +235+11.1% | Added |
| Landaas & Co | 3,101 | $351.2K | 0.06% | +276+9.8% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,103 | $351.4K | 0.04% | +463+17.5% | Added |
| AXS Investments LLC | 3,104 | $351.6K | 0.10% | −159−4.9% | Reduced |
| Navalign, LLC | 3,106 | $351.7K | 0.08% | −1,335−30.1% | Reduced |
| DDFG, Inc | 3,115 | $352.8K | 0.07% | +10.0% | Added |
| Templeton & Phillips Capital Management, LLC | 3,117 | $353.0K | 0.26% | 00.0% | Unchanged |
| E6 Portfolios, LLC | 3,132 | $354.7K | 0.28% | +1,368+77.6% | Added |
| Peak Retirement Planning, Inc. | 3,135 | $355.1K | 0.06% | +580+22.7% | Added |
| True Wealth Design, LLC | 3,136 | $355.2K | 0.08% | −750−19.3% | Reduced |
| Resolute Capital, LLC | 3,140 | $355.7K | 0.12% | +1,379+78.3% | Added |
| J. Team Financial, Inc. | 3,143 | $356.0K | 0.35% | −42−1.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 3,150 | $356.8K | 0.10% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 3,151 | $356.9K | 0.02% | −190−5.7% | Reduced |
| Darrow Company, Inc. | 3,154 | $357.2K | 0.14% | −5−0.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 3,165 | $358.5K | 0.06% | −98−3.0% | Reduced |
| Prairie Advisory, LLC | 3,165 | $358.5K | 0.09% | +3,165 | New |
| AlphaGrep UK Ltd | 3,166 | $358.6K | 0.11% | +3,166 | New |
| Mane Global Capital Management LP | 3,170 | $359.0K | 0.03% | 00.0% | Unchanged |
| Values Added Financial LLC | 3,179 | $360.1K | 0.13% | +224+7.6% | Added |
| Ticino Wealth | 3,183 | $360.5K | 0.11% | −39−1.2% | Reduced |
| Matrix Asset Advisors Inc | 3,191 | $361.4K | 0.03% | 00.0% | Unchanged |
| Northern Lights Advisors, Inc. | 3,193 | $361.7K | 0.20% | +3,193 | New |
| Tactive Advisors, LLC | 3,197 | $362.1K | 0.09% | +1,077+50.8% | Added |
| Buffalo Business & Estate Services Ltd | – | $362.5K | 0.05% | – | – |
| Arch Global Advisors, LLC | 3,201 | $362.5K | 0.16% | +108+3.5% | Added |
| Synergy Financial Group, LTD | 3,214 | $364.0K | 0.26% | −195−5.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,219 | $364.6K | 0.06% | +51+1.6% | Added |
| Ring Mountain Capital, LLC | 3,222 | $364.9K | 0.15% | −27−0.8% | Reduced |
| JBR Co Financial Management Inc | 3,222 | $364.9K | 0.13% | 00.0% | Unchanged |
| Artesa Financial Group, LLC | 3,222 | $365.0K | 0.31% | −100−3.0% | Reduced |
| Runnymede Capital Advisors, Inc. | 3,224 | $365.1K | 0.22% | 00.0% | Unchanged |
| Financial Concepts Unlimited, Inc. | 3,228 | $365.6K | 0.29% | +6+0.2% | Added |
| E-Wealth Partners, LLC | 3,232 | $366.1K | 0.26% | −89−2.7% | Reduced |
| Verus Financial Partners, Inc. | 3,233 | $366.2K | 0.03% | +17+0.5% | Added |
| Mission Financial Group, LLC | 3,237 | $366.6K | 0.30% | +3,237 | New |
| Tumwater Wealth Management, LLC | 3,240 | $367.0K | 0.13% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 3,251 | $368.2K | 0.04% | 00.0% | Unchanged |
| Abound Financial, LLC | 3,254 | $368.6K | 0.15% | +1,932+146.1% | Added |
| Marks Group Wealth Management, Inc | 3,255 | $368.7K | 0.03% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 3,257 | $368.9K | 0.06% | +1,071+49.0% | Added |
| Instrumental Wealth, LLC | 3,260 | $369.3K | 0.19% | +287+9.7% | Added |
| Legacy Trust | 3,268 | $370.1K | 0.07% | +198+6.4% | Added |
| Nolet Wealth Management, LLC | 3,273 | $370.7K | 0.20% | +27+0.8% | Added |
| Rainey & Randall Investment Management Inc. | 3,283 | $371.8K | 0.05% | 00.0% | Unchanged |
| Wheels Up Wealth, Inc. | 3,285 | $372.1K | 0.32% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 3,286 | $372.2K | 0.14% | +10.0% | Added |
| Cora Capital Advisors LLC | 3,288 | $372.4K | 0.10% | +4+0.1% | Added |
| Brown Wealth Management, LLC | 3,290 | $372.6K | 0.08% | +135+4.3% | Added |
| Horizon Wealth Management, LLC | 3,291 | $372.7K | 0.05% | +20+0.6% | Added |
| Capstone Wealth Management Group, LLC | 3,292 | $372.9K | 0.13% | +10+0.3% | Added |
| Bank Hapoalim BM | 3,295 | $373.0K | 0.03% | −721−18.0% | Reduced |
| Exit Wealth Advisors, LLC. | 3,294 | $373.0K | 0.17% | +382+13.1% | Added |
| Threadgill Financial, LLC | 3,319 | $373.2K | 0.15% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 3,319 | $375.9K | 0.10% | +10.0% | Added |
| BNB Wealth Management, LLC | 3,320 | $376.1K | 0.21% | +10+0.3% | Added |
| Barlow Wealth Partners, Inc. | 3,326 | $376.2K | 0.04% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 3,328 | $376.9K | 0.23% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 3,331 | $377.3K | 0.22% | +1,596+92.0% | Added |
| Eagle Wealth Strategies LLC | 3,335 | $377.7K | 0.14% | −10.0% | Reduced |
| Bonfire Financial | 3,335 | $377.7K | 0.24% | +32+1.0% | Added |
| Guardian Wealth Advisors, LLC | 3,335 | $377.8K | 0.19% | +18+0.5% | Added |
| Significant Wealth Partners LLC | 3,339 | $378.1K | 0.41% | +46+1.4% | Added |
| Storen Legacy Partners, LLC | 3,339 | $378.2K | 0.10% | +1,067+47.0% | Added |
| Alpine Bank Wealth Management | 3,340 | $378.3K | 0.05% | −50−1.5% | Reduced |
| CDM Financial Counseling Services, Inc. | 3,341 | $378.4K | 0.33% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3,343 | $378.7K | 0.24% | −39−1.2% | Reduced |
| Greenwich Wealth Management LLC | 3,344 | $379.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,346 | $379.0K | 0.07% | 00.0% | Unchanged |
| Intellus Advisors LLC | 3,351 | $379.5K | 0.05% | −390−10.4% | Reduced |
| Walsky Investment Management, Inc. | 3,355 | $380.0K | 0.35% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 3,362 | $380.8K | 0.08% | +1,325+65.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,367 | $381.4K | 0.09% | +579+20.8% | Added |
| Carl P. Sherr & Co., LLC | 3,368 | $381.4K | 0.16% | +2+0.1% | Added |
| Cloud Capital Management, LLC | 3,372 | $382.0K | 0.14% | −13−0.4% | Reduced |
| Tower Wealth Partners, Inc. | 3,374 | $382.2K | 0.19% | +126+3.9% | Added |
| Morton Community Bank | 3,375 | $382.3K | 0.08% | −28−0.8% | Reduced |
| Schrum Private Wealth Management LLC | 4,889 | $382.4K | 0.39% | +151+3.2% | Added |
| Scott & Selber, Inc. | 3,383 | $383.2K | 0.08% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,360 | $383.8K | 0.13% | 00.0% | Unchanged |
| R Squared Ltd | 3,392 | $384.2K | 0.20% | +3,392 | New |
| Tenzing Financial LLC | 3,476 | $384.6K | 0.26% | +9+0.3% | Added |
| Cypress Advisory Group LLC | 3,400 | $385.1K | 0.30% | 00.0% | Unchanged |
| Marion Wealth Management | 3,404 | $385.5K | 0.08% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,405 | $385.6K | 0.04% | +269+8.6% | Added |
| Kendall Capital Management | 3,408 | $386.0K | 0.06% | 00.0% | Unchanged |