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 7 sales; 4,426 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
- 4,426
- +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
- 1,864 more reduced
63 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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Raab & Moskowitz Asset Management LLC | 88,671 | $10.0M | 2.02% | −1,175−1.3% | Reduced |
| Proficio Capital Partners LLC | 88,622 | $10.0M | 0.36% | +12,394+16.3% | Added |
| MOKAN Wealth Management Inc. | 88,501 | $10.0M | 3.83% | +19,319+27.9% | Added |
| Westfield Capital Management Co LP | 88,491 | $10.0M | 0.03% | +16,930+23.7% | Added |
| Highland Capital Management, LLC | 88,443 | $10.0M | 0.46% | −23,612−21.1% | Reduced |
| Smith, Salley & Associates | 88,401 | $10.0M | 0.44% | +4,010+4.8% | Added |
| NBC Securities, Inc. | 88,286 | $10.0M | 0.68% | +220+0.2% | Added |
| Asset Planning Services Inc | 88,060 | $9.97M | 4.23% | −4,770−5.1% | Reduced |
| Weik Capital Management | 87,341 | $9.89M | 3.80% | −2,362−2.6% | Reduced |
| United Capital Management of KS, Inc. | 87,239 | $9.88M | 1.30% | −132−0.2% | Reduced |
| Ausdal Financial Partners, Inc. | 87,207 | $9.88M | 0.39% | −990−1.1% | Reduced |
| Schnieders Capital Management, LLC. | 87,071 | $9.86M | 1.29% | +3,117+3.7% | Added |
| Tower Research Capital LLC (TRC) | 86,961 | $9.85M | 0.24% | −123,332−58.6% | Reduced |
| Syon Capital LLC | 86,726 | $9.82M | 0.43% | +2,138+2.5% | Added |
| NovaPoint Capital, LLC | 86,334 | $9.78M | 2.03% | +1,502+1.8% | Added |
| Strategy Asset Managers LLC | 85,791 | $9.72M | 1.45% | −409−0.5% | Reduced |
| Capital Investment Counsel, LLC | 85,700 | $9.71M | 1.20% | −60−0.1% | Reduced |
| Coastline Trust Co | 85,601 | $9.70M | 0.86% | −69−0.1% | Reduced |
| Addenda Capital Inc. | 85,100 | $9.63M | 0.26% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 84,870 | $9.61M | 4.68% | −1,239−1.4% | Reduced |
| Baader Bank INC | 84,629 | $9.59M | 0.78% | +11,350+15.5% | Added |
| Kavar Capital Partners Group, LLC | 84,577 | $9.58M | 1.18% | +5,473+6.9% | Added |
| Centric Wealth Management | 79,456 | $9.54M | 1.49% | +43,493+120.9% | Added |
| Goelzer Investment Management, Inc. | 83,861 | $9.50M | 0.41% | −20,435−19.6% | Reduced |
| Baugh & Associates, LLC | 83,776 | $9.49M | 4.20% | −6,316−7.0% | Reduced |
| Marble Wealth, LLC | 83,602 | $9.47M | 1.45% | −396−0.5% | Reduced |
| Kesler, Norman & Wride, LLC | 83,399 | $9.45M | 1.50% | +6,092+7.9% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 83,367 | $9.44M | 0.36% | −10,333−11.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 83,280 | $9.43M | 0.65% | +1,586+1.9% | Added |
| Edgestream Partners, L.P. | 83,261 | $9.43M | 0.28% | +50,078+150.9% | Added |
| Denali Advisors LLC | 83,102 | $9.41M | 0.95% | +139+0.2% | Added |
| Stock Yards Bank & Trust Co | 82,954 | $9.40M | 0.27% | +287+0.3% | Added |
| Evergreen Capital Management LLC | 82,734 | $9.37M | 0.16% | −779−0.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 82,395 | $9.33M | 2.31% | −691−0.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 82,271 | $9.32M | 1.87% | −1,686−2.0% | Reduced |
| Ar Asset Management Inc | 82,265 | $9.32M | 1.71% | 00.0% | Unchanged |
| Colonial Trust Co | 82,181 | $9.31M | 1.18% | −3,711−4.3% | Reduced |
| Kovack Advisors, Inc. | 83,774 | $9.30M | 0.45% | +1,711+2.1% | Added |
| Koshinski Asset Management, Inc. | 82,075 | $9.30M | 0.50% | −636−0.8% | Reduced |
| GAM Holding AG | 82,035 | $9.29M | 0.71% | −1,675−2.0% | Reduced |
| Summit Financial Strategies, Inc. | 81,857 | $9.27M | 0.65% | −552−0.7% | Reduced |
| Annandale Capital, LLC | 81,779 | $9.26M | 1.37% | −54−0.1% | Reduced |
| Alphinity Investment Management Pty Ltd | 81,684 | $9.25M | 0.15% | −20,921−20.4% | Reduced |
| EverSource Wealth Advisors, LLC | 81,600 | $9.24M | 0.31% | −31,851−28.1% | Reduced |
| Wedmont Private Capital | 80,835 | $9.21M | 0.25% | +4,171+5.4% | Added |
| Alteri Wealth LLC | 81,161 | $9.19M | 2.54% | +486+0.6% | Added |
| Equitable Trust Co | 81,137 | $9.19M | 0.38% | +1,363+1.7% | Added |
| Smartleaf Asset Management LLC | 80,089 | $9.18M | 0.30% | 00.0% | Unchanged |
| Meridian Management Co | 80,847 | $9.16M | 2.06% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 80,672 | $9.14M | 1.00% | −321−0.4% | Reduced |
| Constitution Capital LLC | 80,081 | $9.07M | 4.66% | −14,782−15.6% | Reduced |
| Capital International Ltd | 80,075 | $9.07M | 0.30% | +3,659+4.8% | Added |
| Ballentine Partners, LLC | 79,930 | $9.05M | 0.11% | −1,717−2.1% | Reduced |
| Quest Investment Management LLC | 79,740 | $9.03M | 1.06% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 79,727 | $9.03M | 2.76% | +53+0.1% | Added |
| Berger Financial Group, Inc | 79,703 | $9.03M | 0.46% | −3,290−4.0% | Reduced |
| Haverford Trust Co | 79,634 | $9.02M | 0.08% | −458−0.6% | Reduced |
| RFP Financial Group LLC | 79,574 | $9.01M | 4.04% | +31,502+65.5% | Added |
| Busey Wealth Management | 79,560 | $9.01M | 0.22% | −1,897−2.3% | Reduced |
| Occidental Asset Management, LLC | 79,473 | $9.00M | 0.89% | +2,223+2.9% | Added |
| Cordatus Wealth Management LLC | 79,434 | $9.00M | 1.98% | −714−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 79,338 | $8.99M | 0.16% | −2,636−3.2% | Reduced |
| Convergence Investment Partners, LLC | 78,994 | $8.95M | 0.85% | +25,194+46.8% | Added |
| Jamison Private Wealth Management, Inc. | 78,581 | $8.90M | 0.92% | +4,373+5.9% | Added |
| GKV Capital Management Co., Inc. | 78,385 | $8.88M | 2.86% | +3,410+4.5% | Added |
| Somerset Trust Co | 78,031 | $8.84M | 2.50% | +1,430+1.9% | Added |
| MidFirst Bank | 77,807 | $8.81M | 0.62% | +316+0.4% | Added |
| Tema ETFs LLC | 77,771 | $8.81M | 0.28% | +7,540+10.7% | Added |
| Rockline Wealth Management, LLC | 77,723 | $8.80M | 1.69% | −1,968−2.5% | Reduced |
| Wendell David Associates Inc | 77,479 | $8.78M | 0.93% | 00.0% | Unchanged |
| Bellars Harris Wealth Management, LLC | 77,362 | $8.76M | 1.78% | +77,362 | New |
| Journey Advisory Group, LLC | 77,182 | $8.74M | 0.67% | +635+0.8% | Added |
| SevenBridge Financial Group, LLC | 78,144 | $8.74M | 1.29% | +258+0.3% | Added |
| Evercore Wealth Management, LLC | 76,989 | $8.72M | 0.12% | −1,269−1.6% | Reduced |
| Regal Investment Advisors LLC | 76,908 | $8.71M | 0.45% | −3,295−4.1% | Reduced |
| West Branch Capital LLC | 76,825 | $8.70M | 2.02% | +478+0.6% | Added |
| DSG Capital Advisors, LLC | 76,013 | $8.64M | 1.23% | +5,870+8.4% | Added |
| Boyer & Corporon Wealth Management, LLC | 76,114 | $8.62M | 2.52% | −1,867−2.4% | Reduced |
| Gibraltar Capital Management, Inc. | 75,793 | $8.58M | 1.33% | −921−1.2% | Reduced |
| German American Bancorp, Inc. | 75,664 | $8.57M | 0.64% | +2,048+2.8% | Added |
| BLI - Banque de Luxembourg Investments | 74,580 | $8.56M | 0.30% | +23,580+46.2% | Added |
| Asset Dedication, LLC | 75,312 | $8.53M | 0.54% | +539+0.7% | Added |
| Mirae Asset Securities (USA) Inc. | 75,214 | $8.52M | 0.38% | +75,214 | New |
| Night Squared LP | 75,019 | $8.50M | 0.91% | +42,643+131.7% | Added |
| Deltec Asset Management LLC | 74,652 | $8.46M | 1.25% | +670+0.9% | Added |
| Capital City Trust Co | 74,600 | $8.45M | 1.75% | −370−0.5% | Reduced |
| Great Lakes Advisors, LLC | 74,569 | $8.45M | 0.06% | +5,195+7.5% | Added |
| International Assets Investment Management, LLC | 77,252 | $8.41M | 0.50% | −4,179−5.1% | Reduced |
| Citizens National Bank Trust Department | 74,089 | $8.39M | 1.23% | −600−0.8% | Reduced |
| National Asset Management, Inc. | 73,082 | $8.38M | 0.46% | +7,842+12.0% | Added |
| TCW Group Inc | 73,776 | $8.36M | 0.06% | +2,740+3.9% | Added |
| William B. Walkup & Associates, Inc. | 73,662 | $8.34M | 4.02% | −177−0.2% | Reduced |
| Millennium Capital Advisors, LLC | 73,586 | $8.33M | 4.54% | −1,120−1.5% | Reduced |
| Spinnaker Trust | 73,231 | $8.29M | 0.40% | +448+0.6% | Added |
| Meiji Yasuda America Inc | 73,010 | $8.27M | 1.38% | +10,195+16.2% | Added |
| Capital Asset Advisory Services LLC | 72,973 | $8.26M | 0.30% | +3,525+5.1% | Added |
| Plimoth Trust Co LLC | 72,886 | $8.26M | 1.65% | −158−0.2% | Reduced |
| Kanawha Capital Management LLC | 72,865 | $8.25M | 0.54% | +1,275+1.8% | Added |
| Gamco Investors, Inc. Et Al | 72,735 | $8.24M | 0.07% | +373+0.5% | Added |
| Contravisory Investment Management, Inc. | 72,683 | $8.23M | 1.45% | −465−0.6% | Reduced |