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 |
|---|---|---|---|---|---|
| Savoir Faire Capital Management, L.P. | 72,643 | $8.23M | 5.11% | +29,762+69.4% | Added |
| Fortis Capital Management LLC | 72,549 | $8.22M | 0.92% | +67,153+1,244.5% | Added |
| Estabrook Capital Management | 72,338 | $8.19M | 1.11% | −794−1.1% | Reduced |
| Headlands Technologies LLC | 72,140 | $8.17M | 0.87% | −78,279−52.0% | Reduced |
| Radnor Capital Management, LLC | 72,051 | $8.16M | 1.15% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 72,050 | $8.16M | 0.38% | −130,462−64.4% | Reduced |
| Advisortrust Partners, LLC | 72,018 | $8.16M | 2.79% | +4,876+7.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 71,995 | $8.15M | 0.08% | +2,573+3.7% | Added |
| Windward Capital Management Co | 71,988 | $8.15M | 0.62% | +722+1.0% | Added |
| JCIC Asset Management Inc. | 65,579 | $8.15M | 2.50% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 71,916 | $8.15M | 0.39% | −6,980−8.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 71,899 | $8.14M | 0.35% | +3,931+5.8% | Added |
| Legacy Wealth Management, LLC | 71,878 | $8.14M | 2.09% | −6,926−8.8% | Reduced |
| Emerald Investment Advisers, LLC | 71,766 | $8.13M | 0.54% | +13,648+23.5% | Added |
| Vaquero Private Wealth, Ltd | 71,618 | $8.11M | 1.67% | +71,618 | New |
| Bogart Wealth, LLC | 71,528 | $8.10M | 0.28% | +2,227+3.2% | Added |
| Jacobs & Co | 71,516 | $8.10M | 0.69% | −430−0.6% | Reduced |
| Parkside Financial Bank & Trust | 71,500 | $8.10M | 0.55% | +2,146+3.1% | Added |
| Strategic Blueprint, LLC | 71,482 | $8.10M | 0.40% | −6,102−7.9% | Reduced |
| Pure Financial Advisors, Inc. | 71,174 | $8.06M | 0.10% | +7,009+10.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 71,137 | $8.06M | 0.11% | −1,795−2.5% | Reduced |
| HBK Sorce Advisory LLC | 71,476 | $8.03M | 0.16% | +250+0.4% | Added |
| Weatherly Asset Management L. P. | 70,756 | $8.01M | 0.57% | +226+0.3% | Added |
| Scissortail Wealth Management, LLC | 70,707 | $8.01M | 1.54% | −8,790−11.1% | Reduced |
| Prosperity Consulting Group, LLC | 70,636 | $8.00M | 0.30% | +2,165+3.2% | Added |
| Bridgelight Financial Advisors, Inc. | 70,561 | $7.99M | 5.47% | −3,322−4.5% | Reduced |
| Sitrin Capital Management LLC | 70,557 | $7.99M | 3.54% | −872−1.2% | Reduced |
| Heritage Wealth Management, Inc. | 70,520 | $7.99M | 1.99% | +70,520 | New |
| Financial & Tax Architects, LLC | 70,512 | $7.99M | 1.68% | −1,356−1.9% | Reduced |
| Herold Advisors, Inc. | 70,340 | $7.97M | 1.58% | −135−0.2% | Reduced |
| L & S Advisors Inc | 70,069 | $7.94M | 0.82% | +875+1.3% | Added |
| Boston Private Wealth LLC | 70,012 | $7.93M | 0.50% | −3,119−4.3% | Reduced |
| AMG National Trust Bank | 69,857 | $7.91M | 0.16% | −15,218−17.9% | Reduced |
| Northwest Bancshares, Inc. | 69,732 | $7.90M | 1.42% | +570+0.8% | Added |
| NWF Advisory Services Inc. | 69,274 | $7.85M | 0.74% | +223+0.3% | Added |
| Delphi Financial Group, Inc. | 69,260 | $7.84M | 3.88% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 69,189 | $7.84M | 0.59% | +658+1.0% | Added |
| Bright Rock Capital Management, LLC | 69,000 | $7.81M | 1.57% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 68,895 | $7.80M | 0.52% | −2,422−3.4% | Reduced |
| Oak Harvest Investment Services | 68,834 | $7.80M | 0.73% | +40,609+143.9% | Added |
| Anchor Investment Management, LLC | 68,779 | $7.79M | 0.59% | −4,851−6.6% | Reduced |
| Bensler, LLC | 68,596 | $7.77M | 0.69% | +740+1.1% | Added |
| Hourglass Capital, LLC | 68,225 | $7.73M | 1.52% | −920−1.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 67,936 | $7.69M | 0.34% | −3,207−4.5% | Reduced |
| Old National Bancorp | 67,904 | $7.69M | 0.15% | −7,511−10.0% | Reduced |
| Capital Advisors Inc | 67,796 | $7.68M | 0.11% | −52−0.1% | Reduced |
| CoreCap Advisors, LLC | 67,574 | $7.65M | 0.23% | +18,800+38.5% | Added |
| Horrell Capital Management, Inc. | 67,392 | $7.63M | 3.49% | −6,549−8.9% | Reduced |
| Meridian Wealth Advisors, LLC | 67,302 | $7.62M | 0.87% | +4,258+6.8% | Added |
| Saranac Partners Ltd | 67,120 | $7.61M | 2.44% | +11,850+21.4% | Added |
| Sentry LLC | 67,221 | $7.61M | 2.13% | +10.0% | Added |
| William Allan, LLC | 67,038 | $7.59M | 3.71% | −1,567−2.3% | Reduced |
| SNS Financial Group, LLC | 67,004 | $7.59M | 0.15% | +62,842+1,509.9% | Added |
| Y.D. More Investments Ltd | 66,977 | $7.59M | 0.24% | +9,962+17.5% | Added |
| Geneos Wealth Management Inc. | 66,842 | $7.57M | 0.15% | −850−1.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 66,758 | $7.56M | 0.43% | +2,258+3.5% | Added |
| Roman Butler Fullerton & Co | 65,868 | $7.56M | 1.80% | −683−1.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 66,698 | $7.55M | 2.97% | −359−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 66,341 | $7.51M | 0.68% | +10,723+19.3% | Added |
| Naples Global Advisors, LLC | 66,287 | $7.51M | 0.46% | +778+1.2% | Added |
| Kingsman Wealth Management, Inc. | 66,198 | $7.50M | 3.51% | −2,132−3.1% | Reduced |
| CWA Asset Management Group, LLC | 66,184 | $7.50M | 0.23% | −1,991−2.9% | Reduced |
| Slow Capital, Inc. | 66,126 | $7.49M | 0.87% | −428−0.6% | Reduced |
| River Wealth Advisors LLC | 66,044 | $7.48M | 0.78% | +1,748+2.7% | Added |
| Jump Financial, LLC | 66,008 | $7.48M | 0.07% | +66,008 | New |
| Hall Capital Management Co Inc | 65,935 | $7.47M | 2.32% | +1,922+3.0% | Added |
| Belpointe Asset Management LLC | 65,693 | $7.44M | 0.24% | +11,878+22.1% | Added |
| Gryphon Financial Partners LLC | 65,640 | $7.43M | 0.66% | −1,276−1.9% | Reduced |
| Morningstar Investment Management LLC | 59,711 | $7.42M | 0.46% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 65,453 | $7.41M | 0.82% | −306−0.5% | Reduced |
| High Note Wealth, LLC | 65,442 | $7.41M | 1.26% | +338+0.5% | Added |
| Covington Investment Advisors Inc. | 65,375 | $7.40M | 0.96% | −1,557−2.3% | Reduced |
| Columbus Macro, LLC | 65,342 | $7.40M | 0.72% | +1,182+1.8% | Added |
| Knights of Columbus Asset Advisors LLC | 65,308 | $7.40M | 0.37% | −13,002−16.6% | Reduced |
| Insigneo Advisory Services, LLC | 65,232 | $7.39M | 0.28% | +13,038+25.0% | Added |
| Larson Financial Group LLC | 65,202 | $7.38M | 0.19% | −2,896−4.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 65,116 | $7.38M | 1.04% | +338+0.5% | Added |
| Kathmere Capital Management, LLC | 64,774 | $7.34M | 0.39% | −2,404−3.6% | Reduced |
| Peterson Wealth Management | 64,590 | $7.32M | 3.41% | +20,305+45.9% | Added |
| Valmark Advisers, Inc. | 64,557 | $7.31M | 0.08% | −4,280−6.2% | Reduced |
| Hilltop Holdings Inc. | 64,539 | $7.31M | 0.59% | −309−0.5% | Reduced |
| Bank of Hawaii | 64,509 | $7.31M | 0.36% | −9,227−12.5% | Reduced |
| Novem Group | 64,091 | $7.26M | 0.74% | −1,039−1.6% | Reduced |
| 1st Source Bank | 64,069 | $7.26M | 0.33% | +126+0.2% | Added |
| Stablepoint Partners, LLC | 63,964 | $7.24M | 1.00% | +529+0.8% | Added |
| Tower Bridge Advisors | 63,868 | $7.23M | 0.65% | −1,106−1.7% | Reduced |
| Logan Capital Management Inc | 63,811 | $7.23M | 0.27% | +63,811 | New |
| Washington Trust Advisors, Inc. | 63,712 | $7.22M | 0.54% | −19,468−23.4% | Reduced |
| Keel Point, LLC | 63,381 | $7.18M | 0.42% | +1,942+3.2% | Added |
| Berkshire Bank | 63,343 | $7.17M | 1.37% | −2,910−4.4% | Reduced |
| Talon Private Wealth, LLC | 63,312 | $7.17M | 0.84% | −4,011−6.0% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 63,099 | $7.15M | 0.09% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 62,957 | $7.13M | 0.33% | −5,072−7.5% | Reduced |
| BBR Partners, LLC | 62,948 | $7.13M | 0.33% | −1,185−1.8% | Reduced |
| HighPoint Advisor Group LLC | 62,928 | $7.13M | 0.25% | +1,712+2.8% | Added |
| Beck Capital Management, LLC | 62,795 | $7.11M | 1.31% | +691+1.1% | Added |
| Dakota Wealth Management | 62,787 | $7.11M | 0.14% | +3,348+5.6% | Added |
| Capital Investment Advisory Services, LLC | 62,738 | $7.11M | 0.44% | +9,066+16.9% | Added |
| 180 Wealth Advisors, LLC | 62,654 | $7.10M | 0.71% | −945−1.5% | Reduced |
| Greystone Financial Group, LLC | 62,610 | $7.09M | 1.98% | −2,143−3.3% | Reduced |