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 |
|---|---|---|---|---|---|
| Asio Capital, LLC | 3,409 | $386.1K | 0.05% | +66+2.0% | Added |
| Gillespie Robinson & Grimm Inc | 3,415 | $386.8K | 0.02% | −303−8.1% | Reduced |
| Brown Financial Advisory | 3,415 | $386.8K | 0.16% | −1,315−27.8% | Reduced |
| Latitude Advisors, LLC | 3,422 | $387.6K | 0.15% | −131−3.7% | Reduced |
| Prudent Investors Network | 3,422 | $387.6K | 0.08% | +771+29.1% | Added |
| K.J. Harrison & Partners Inc | 3,437 | $389.3K | 0.06% | 00.0% | Unchanged |
| WP Advisors, LLC | 3,442 | $389.9K | 0.09% | +267+8.4% | Added |
| Marietta Investment Partners LLC | 3,443 | $390.0K | 0.07% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 3,445 | $390.2K | 0.31% | +185+5.7% | Added |
| Fig Financial Advisory Services Inc | 3,447 | $390.4K | 0.23% | −678−16.4% | Reduced |
| Curat Global, LLC | 2,606 | $392.0K | 0.33% | −1,300−33.3% | Reduced |
| Keener Financial Planning LLC | 3,464 | $392.0K | 0.14% | −1,023−22.8% | Reduced |
| Panoramic Capital Partners, LLC | 3,465 | $392.4K | 0.19% | −1,035−23.0% | Reduced |
| Sandy Cove Advisors, LLC | 3,466 | $392.5K | 0.10% | +342+10.9% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,469 | $392.8K | 0.28% | +177+5.4% | Added |
| TriaGen Wealth Management LLC | 3,472 | $393.2K | 0.10% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 3,434 | $393.5K | 0.01% | −5,310−60.7% | Reduced |
| Staley Capital Advisers Inc | 3,477 | $393.8K | 0.02% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 3,482 | $394.3K | 0.06% | +25+0.7% | Added |
| Bolthouse Investments, LLC | 3,484 | $394.6K | 0.32% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,497 | $396.1K | 0.03% | −20−0.6% | Reduced |
| Waller Financial Planning Group, Inc | 3,498 | $396.2K | 0.08% | +806+29.9% | Added |
| Avenir Corp | 3,501 | $396.5K | 0.05% | 00.0% | Unchanged |
| Cedrus Wealth Group LLC | 3,506 | $397.1K | 0.35% | +3,506 | New |
| Greenup Street Wealth Management LLC | 3,514 | $398.0K | 0.05% | −57−1.6% | Reduced |
| Seascape Capital Management | 3,518 | $398.0K | 0.10% | −4−0.1% | Reduced |
| Peoples Bank | 3,526 | $399.4K | 0.21% | +1,442+69.2% | Added |
| Heritage Investment Group, Inc. | 3,528 | $399.6K | 0.05% | −2−0.1% | Reduced |
| Chemistry Wealth Management LLC | 3,535 | $400.3K | 0.06% | +41+1.2% | Added |
| PCG Wealth Advisors, LLC | 3,535 | $400.4K | 0.09% | +34+1.0% | Added |
| Fullerton Fund Management Co Ltd. | 3,540 | $400.9K | 0.03% | −3,341−48.6% | Reduced |
| Kelly Financial Group LLC | 3,545 | $401.6K | 0.09% | +96+2.8% | Added |
| TL Private Wealth | 3,606 | $402.2K | 0.15% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 3,554 | $402.5K | 0.15% | +3,414+2,438.6% | Added |
| Toews Corp | 3,555 | $402.6K | 0.06% | +3,555 | New |
| Financial Strategies Group, Inc. | 3,648 | $402.7K | 0.06% | −5−0.1% | Reduced |
| Noesis Capital Mangement Corp | 3,556 | $402.8K | 0.05% | −188−5.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,558 | $403.0K | 0.17% | −268−7.0% | Reduced |
| Talisman Wealth Advisors LLC | 3,560 | $403.2K | 0.31% | +1,558+77.8% | Added |
| Journey Retirement Planning & Investment Management LLC | 3,578 | $405.2K | 0.32% | +828+30.1% | Added |
| Heron Bay Capital Management | 3,579 | $405.4K | 0.04% | +567+18.8% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,503 | $406.1K | 0.23% | +3,503 | New |
| Legacy Solutions, LLC | 3,589 | $406.4K | 0.33% | −33−0.9% | Reduced |
| RVW Wealth, LLC | 3,591 | $406.7K | 0.03% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 3,592 | $406.8K | 0.10% | +306+9.3% | Added |
| Avaii Wealth Management, LLC | 3,593 | $406.9K | 0.12% | +645+21.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 3,599 | $407.6K | 0.11% | +10+0.3% | Added |
| BlueChip Wealth Advisors LLC | 3,602 | $408.0K | 0.15% | −658−15.4% | Reduced |
| Rench Wealth Management, Inc. | 3,608 | $408.6K | 0.11% | +15+0.4% | Added |
| Elite Financial, Inc. | 3,612 | $409.0K | 0.17% | 00.0% | Unchanged |
| TSA Wealth Managment LLC | 3,612 | $409.1K | 0.12% | +63+1.8% | Added |
| Daybright Advisory Services, Inc. | 3,687 | $410.0K | 0.10% | +14+0.4% | Added |
| BlueSky Wealth Advisors, LLC | 3,628 | $410.9K | 0.05% | −1,323−26.7% | Reduced |
| Opal Wealth Advisors, LLC | 3,631 | $411.2K | 0.09% | +215+6.3% | Added |
| Bullseye Investment Management, LLC | 3,640 | $412.3K | 0.20% | −450−11.0% | Reduced |
| Compass Financial Services Inc | 3,640 | $412.3K | 0.15% | −74−2.0% | Reduced |
| Legacy Capital Group California, Inc. | 3,651 | $413.5K | 0.12% | −89−2.4% | Reduced |
| Johnson & White Wealth Management, LLC | 3,656 | $414.1K | 0.15% | +20+0.6% | Added |
| Allied Private Wealth LLC | 3,667 | $414.7K | 0.27% | +3,667 | New |
| Ade, LLC | 3,663 | $414.9K | 0.18% | 00.0% | Unchanged |
| Southern Financial Group, LLC | 3,663 | $414.9K | 0.11% | −82−2.2% | Reduced |
| Montchanin Asset Management, LLC | 3,660 | $415.0K | 0.42% | 00.0% | Unchanged |
| SMART Wealth LLC | 3,668 | $415.4K | 0.09% | −699−16.0% | Reduced |
| Split Rock Private Trading & Wealth Management, LLC | 3,670 | $415.6K | 0.29% | −136−3.6% | Reduced |
| Midwest Financial Group LLC | 3,674 | $416.1K | 0.15% | +68+1.9% | Added |
| Sightline Wealth Advisors, LLC | 3,681 | $416.9K | 0.15% | +38+1.0% | Added |
| HMV Wealth Advisors, LLC | 3,692 | $418.2K | 0.16% | +384+11.6% | Added |
| McHugh Group, LLC | 3,700 | $419.1K | 0.21% | 00.0% | Unchanged |
| Del-Sette Capital Management, LLC | 3,703 | $419.4K | 0.24% | −942−20.3% | Reduced |
| SwitchPoint Financial Planning, LLC | 3,705 | $419.6K | 0.24% | −5−0.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,711 | $420.3K | 0.02% | −2,209−37.3% | Reduced |
| Keynote Financial Services LLC | 3,712 | $420.4K | 0.20% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 3,715 | $420.8K | 0.05% | +532+16.7% | Added |
| Winter & Associates, Inc. | 3,718 | $421.2K | 0.32% | +10.0% | Added |
| CJM Wealth Advisers, Ltd. | 3,721 | $421.4K | 0.11% | +251+7.2% | Added |
| Brand Asset Management Group, Inc. | 3,727 | $422.2K | 0.09% | +384+11.5% | Added |
| BetterWealth, LLC | 3,729 | $422.3K | 0.07% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 3,730 | $422.5K | 0.02% | +1,007+37.0% | Added |
| Cottage Street Advisors LLC | 3,731 | $422.6K | 0.16% | +104+2.9% | Added |
| CogentBlue Wealth Advisors, LLC | 3,732 | $422.7K | 0.24% | +87+2.4% | Added |
| Arbor Investment Advisors, LLC | 3,735 | $423.0K | 0.05% | +6+0.2% | Added |
| Cottonwood Capital Advisors, LLC | 3,735 | $423.0K | 0.25% | +2+0.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 3,736 | $423.1K | 0.09% | +515+16.0% | Added |
| GW&K Investment Management, LLC | 3,740 | $424.0K | 0.00% | −87−2.3% | Reduced |
| Mill Capital Management, LLC | 3,747 | $424.4K | 0.03% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 3,749 | $424.6K | 0.12% | −25−0.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3,751 | $424.8K | 0.04% | 00.0% | Unchanged |
| Carrera Capital Advisors | 3,763 | $426.2K | 0.06% | +347+10.2% | Added |
| Financial Sense Advisors, Inc. | 3,763 | $426.2K | 0.08% | −24−0.6% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,765 | $426.4K | 0.12% | 00.0% | Unchanged |
| Centerline Wealth Advisors, LLC | 3,767 | $426.6K | 0.13% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 3,769 | $426.9K | 0.23% | +1,033+37.8% | Added |
| Boomfish Wealth Group, LLC | 3,772 | $427.2K | 0.19% | +203+5.7% | Added |
| Trust Investment Advisors | 3,785 | $428.7K | 0.20% | −157−4.0% | Reduced |
| Saxony Capital Management, LLC | 3,789 | $429.1K | 0.20% | +801+26.8% | Added |
| Wexford Capital LP | 3,792 | $429.5K | 0.06% | −1,046−21.6% | Reduced |
| Marquette Asset Management, LLC | 3,796 | $429.9K | 0.06% | −21−0.6% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 3,796 | $430.0K | 0.16% | +149+4.1% | Added |
| Keyvantage Wealth, LLC | 3,799 | $430.3K | 0.16% | −623−14.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,803 | $430.7K | 0.07% | +14+0.4% | Added |