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; 4,426 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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 62,586 | $7.09M | 0.19% | +542+0.9% | Added |
| R.H. Investment Group, LLC | 62,545 | $7.08M | 5.34% | −315−0.5% | Reduced |
| Decker Wealth Management LLC | 62,537 | $7.08M | 1.50% | −9,445−13.1% | Reduced |
| Boothbay Fund Management, LLC | 62,415 | $7.07M | 0.14% | +60,092+2,586.8% | Added |
| Kercheville Advisors, LLC | 62,399 | $7.07M | 2.15% | −1,145−1.8% | Reduced |
| Little House Capital LLC | 62,317 | $7.06M | 1.59% | −3,061−4.7% | Reduced |
| Hudson Capital Management LLC | 62,271 | $7.05M | 1.71% | −1,191−1.9% | Reduced |
| Diversified Investment Strategies, LLC | 62,210 | $7.05M | 4.56% | −100−0.2% | Reduced |
| Mechanics Bank Trust Department | 62,055 | $7.03M | 0.87% | −745−1.2% | Reduced |
| Headinvest, LLC | 62,000 | $7.02M | 1.31% | −5,850−8.6% | Reduced |
| Westerkirk Capital Inc. | 61,907 | $7.01M | 0.67% | 00.0% | Unchanged |
| Rothschild Investment LLC | 61,804 | $7.00M | 0.26% | −5,045−7.5% | Reduced |
| IMA Wealth, Inc. | 61,783 | $7.00M | 0.44% | +7,448+13.7% | Added |
| Robbins Farley LLC | 61,484 | $6.96M | 2.67% | +9,842+19.1% | Added |
| Bryn Mawr Trust Co | 61,226 | $6.93M | 0.15% | −66−0.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 61,208 | $6.93M | 0.60% | +1,079+1.8% | Added |
| Apella Capital, LLC | 62,027 | $6.92M | 0.10% | −594−0.9% | Reduced |
| Ocean Capital Management, LLC | 60,818 | $6.89M | 1.28% | −488−0.8% | Reduced |
| Silvant Capital Management LLC | 60,700 | $6.87M | 0.20% | −6,497−9.7% | Reduced |
| PUREfi Wealth, LLC | 60,696 | $6.87M | 3.78% | −6,629−9.8% | Reduced |
| Ronald Blue Trust, Inc. | 60,695 | $6.87M | 0.07% | −4,078−6.3% | Reduced |
| NorthRock Partners, LLC | 60,637 | $6.87M | 0.10% | +1,815+3.1% | Added |
| Providence Capital Advisors, LLC | 60,494 | $6.85M | 1.04% | +201+0.3% | Added |
| Conning Inc. | 60,494 | $6.85M | 0.21% | +4,243+7.5% | Added |
| Henson-Edgewater Management, LLC | 58,824 | $6.82M | 3.55% | −568−1.0% | Reduced |
| Proactive Wealth Strategies LLC | 60,206 | $6.82M | 1.09% | −552−0.9% | Reduced |
| MV Capital Management, Inc. | 59,912 | $6.79M | 0.60% | +198+0.3% | Added |
| Foyston, Gordon, & Payne Inc | 59,850 | $6.78M | 1.45% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 59,840 | $6.78M | 0.39% | −945−1.6% | Reduced |
| DLK Investment Management, LLC | 99,962 | $6.77M | 2.91% | +45,087+82.2% | Added |
| Byrne Financial Freedom, LLC | 59,758 | $6.77M | 2.64% | −420−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 59,688 | $6.76M | 0.32% | −1,419−2.3% | Reduced |
| Courier Capital LLC | 59,566 | $6.75M | 0.34% | −1,217−2.0% | Reduced |
| JT Stratford LLC | 59,473 | $6.74M | 0.74% | −823−1.4% | Reduced |
| Weaver Capital Management LLC | 54,116 | $6.73M | 1.48% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 59,337 | $6.72M | 3.22% | −105−0.2% | Reduced |
| Carlson Capital L P | 59,324 | $6.72M | 1.38% | +59,324 | New |
| Foster & Motley Inc | 59,299 | $6.72M | 0.31% | −1,595−2.6% | Reduced |
| Accurate Wealth Management, LLC | 58,915 | $6.71M | 0.64% | +5,572+10.4% | Added |
| Councilmark Asset Management, LLC | 59,222 | $6.71M | 3.55% | −135−0.2% | Reduced |
| Silver Oak Securities, Inc | 59,202 | $6.71M | 0.41% | +2,028+3.5% | Added |
| Twin Capital Management Inc | 59,068 | $6.69M | 0.73% | +10,482+21.6% | Added |
| Appleton Partners Inc | 58,907 | $6.67M | 0.41% | −3,165−5.1% | Reduced |
| FourThought Financial Partners, LLC | 58,876 | $6.67M | 0.51% | −275−0.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 58,863 | $6.67M | 2.93% | −1,168−1.9% | Reduced |
| Advyzon Investment Management, LLC | 58,500 | $6.63M | 0.48% | −3,980−6.4% | Reduced |
| Reliant Investment Management, LLC | 58,484 | $6.62M | 2.36% | +209+0.4% | Added |
| Core Alternative Capital | 58,387 | $6.61M | 1.98% | −8,030−12.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 58,367 | $6.61M | 0.16% | +92+0.2% | Added |
| Rehmann Capital Advisory Group | 58,207 | $6.59M | 0.30% | +238+0.4% | Added |
| Niles Investment Management, LLC | 58,014 | $6.57M | 5.32% | +58,014 | New |
| Claret Asset Management Corp | 57,961 | $6.57M | 0.71% | +1,572+2.8% | Added |
| Advisory Alpha, LLC | 57,915 | $6.56M | 0.16% | +5,692+10.9% | Added |
| Investment Management Trust, LLC | 57,827 | $6.55M | 5.87% | +82+0.1% | Added |
| Hutner Capital Management Inc | 57,724 | $6.54M | 2.59% | −292−0.5% | Reduced |
| Nvest Financial, LLC | 57,618 | $6.53M | 2.06% | −1,285−2.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 57,543 | $6.52M | 0.85% | −539−0.9% | Reduced |
| Phoenix Holdings Ltd. | 57,366 | $6.50M | 0.04% | −40,227−41.2% | Reduced |
| CFO4Life Group, LLC | 57,309 | $6.49M | 0.87% | +173+0.3% | Added |
| Westmount Partners, LLC | 57,307 | $6.49M | 1.43% | +206+0.4% | Added |
| Family Legacy, Inc. | 57,283 | $6.49M | 1.73% | −716−1.2% | Reduced |
| William Blair Investment Management, LLC | 57,264 | $6.49M | 0.02% | −5,686−9.0% | Reduced |
| Baker Avenue Asset Management, LP | 56,997 | $6.46M | 0.12% | +1,541+2.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 56,954 | $6.45M | 1.95% | −173−0.3% | Reduced |
| Palisade Asset Management, LLC | 56,724 | $6.42M | 0.59% | −615−1.1% | Reduced |
| Guardian Wealth Advisors, LLC | 56,643 | $6.42M | 0.36% | −572−1.0% | Reduced |
| CFM Wealth Partners LLC | 56,586 | $6.41M | 0.82% | −997−1.7% | Reduced |
| Arvest Investments, Inc. | 56,486 | $6.40M | 0.77% | +8,210+17.0% | Added |
| Flagship Harbor Advisors, LLC | 56,487 | $6.40M | 0.24% | +1,467+2.7% | Added |
| Chicago Partners Investment Group LLC | 59,014 | $6.40M | 0.13% | −9,058−13.3% | Reduced |
| Steel Peak Wealth Management LLC | 56,448 | $6.39M | 0.17% | +12,999+29.9% | Added |
| Delos Wealth Advisors, LLC | 56,329 | $6.38M | 3.28% | +1,602+2.9% | Added |
| Graham Capital Management, L.P. | 56,310 | $6.38M | 0.17% | −12,760−18.5% | Reduced |
| DoubleLine ETF Adviser LP | 56,228 | $6.37M | 2.63% | +56,228 | New |
| Riggs Asset Managment Co. Inc. | 56,198 | $6.36M | 1.14% | +215+0.4% | Added |
| ROI Financial Advisors, LLC | 56,174 | $6.36M | 3.29% | +79+0.1% | Added |
| LaFleur & Godfrey LLC | 55,907 | $6.33M | 0.75% | −2,169−3.7% | Reduced |
| Beck Bode, LLC | 55,878 | $6.33M | 0.96% | +2,345+4.4% | Added |
| Harbor Investment Advisory, LLC | 55,836 | $6.32M | 0.44% | +306+0.6% | Added |
| Riverview Capital Advisers, LLC | 55,775 | $6.32M | 1.81% | +766+1.4% | Added |
| Seizert Capital Partners, LLC | 55,679 | $6.31M | 0.26% | −1,293−2.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 55,487 | $6.30M | 0.65% | −16,443−22.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 55,465 | $6.28M | 0.55% | −6,643−10.7% | Reduced |
| Symphony Financial, Ltd. Co. | 54,586 | $6.25M | 0.68% | +1,207+2.3% | Added |
| FLP Wealth Management, LLC | 55,050 | $6.23M | 11.09% | +10,215+22.8% | Added |
| Canal Insurance CO | 55,000 | $6.23M | 1.37% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 54,976 | $6.23M | 0.90% | −305−0.6% | Reduced |
| First Interstate Bank | 54,897 | $6.22M | 0.32% | −852−1.5% | Reduced |
| Banque Pictet & Cie SA | 54,826 | $6.21M | 0.06% | +1,169+2.2% | Added |
| Integrated Advisors Network LLC | 54,776 | $6.20M | 0.29% | +2,672+5.1% | Added |
| Trifecta Capital Advisors, LLC | 54,772 | $6.20M | 0.80% | −500−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 54,770 | $6.20M | 0.39% | −2,307−4.0% | Reduced |
| Kempen Capital Management N.V. | 54,531 | $6.18M | 0.05% | +880+1.6% | Added |
| Woodmont Investment Counsel LLC | 54,514 | $6.17M | 0.34% | −645−1.2% | Reduced |
| Fidelis Capital Partners, LLC | 54,476 | $6.17M | 0.36% | +902+1.7% | Added |
| Aries Wealth Management | 54,344 | $6.16M | 1.21% | −150.0% | Reduced |
| Smith, Moore & Co. | 54,143 | $6.13M | 0.40% | +31+0.1% | Added |
| Alphadyne Asset Management LP | 54,135 | $6.13M | 0.28% | −1,317−2.4% | Reduced |
| Northstar Group, Inc. | 53,964 | $6.11M | 0.79% | −572−1.0% | Reduced |
| Compass Wealth Management LLC | 53,931 | $6.11M | 1.16% | −566−1.0% | Reduced |