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 |
|---|---|---|---|---|---|
| Fairvoy Private Wealth, LLC | 53,921 | $6.11M | 1.23% | +874+1.6% | Added |
| Cary Street Partners Financial LLC | 53,903 | $6.11M | 0.13% | +734+1.4% | Added |
| Greenwood Capital Associates LLC | 53,612 | $6.07M | 0.60% | +5,622+11.7% | Added |
| Telos Capital Management, Inc. | 53,601 | $6.07M | 0.53% | +140.0% | Added |
| Fulton Bank, N.A. | 53,551 | $6.07M | 0.19% | −2,758−4.9% | Reduced |
| Archford Capital Strategies, LLC | 53,544 | $6.06M | 0.61% | −5,777−9.7% | Reduced |
| Mendel Capital Management LLC | 53,450 | $6.05M | 2.72% | +210.0% | Added |
| Huntleigh Advisors, Inc. | 53,302 | $6.04M | 0.85% | −624−1.2% | Reduced |
| CMH Wealth Management LLC | 53,302 | $6.04M | 0.92% | +3,565+7.2% | Added |
| Nilsine Partners, LLC | 53,277 | $6.03M | 0.42% | −165−0.3% | Reduced |
| Trust Point Inc. | 53,229 | $6.03M | 0.51% | +832+1.6% | Added |
| Vertrix Wealth Management, LLC | 53,184 | $6.02M | 2.03% | +874+1.7% | Added |
| RMR Wealth Builders | 53,016 | $6.00M | 0.37% | +11,332+27.2% | Added |
| ABN AMRO Bank N.V. | 52,800 | $5.99M | 0.08% | +5,086+10.7% | Added |
| Meridian Investment Counsel Inc. | 52,792 | $5.98M | 1.28% | −182−0.3% | Reduced |
| Citizens Business Bank | 52,479 | $5.94M | 0.90% | −5,349−9.2% | Reduced |
| Evolve Private Wealth, LLC | 52,478 | $5.94M | 0.36% | −25,642−32.8% | Reduced |
| Essex Financial Services, Inc. | 52,462 | $5.94M | 0.30% | −1,089−2.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 52,431 | $5.94M | 0.20% | −4,506−7.9% | Reduced |
| Quadcap Wealth Management, LLC | 52,408 | $5.94M | 0.58% | +419+0.8% | Added |
| Independence Bank of Kentucky | 52,400 | $5.93M | 0.67% | −532−1.0% | Reduced |
| Waddell & Associates, LLC | 52,398 | $5.93M | 0.29% | −2,325−4.2% | Reduced |
| Legacy CG, LLC | 52,380 | $5.93M | 1.52% | −3,439−6.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 52,225 | $5.92M | 0.31% | +2,478+5.0% | Added |
| Helen Stephens Group, LLC | 52,101 | $5.90M | 1.00% | +134+0.3% | Added |
| Avidian Wealth Solutions, LLC | 52,003 | $5.89M | 0.16% | −1,276−2.4% | Reduced |
| North Star Investment Management Corp. | 51,946 | $5.88M | 0.32% | +162+0.3% | Added |
| Hixon Zuercher, LLC | 51,921 | $5.88M | 1.73% | −1,140−2.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 51,770 | $5.86M | 0.08% | −343,810−86.9% | Reduced |
| Parkside Investments, LLC | 51,702 | $5.86M | 0.65% | +2,395+4.9% | Added |
| Monument Capital Management | 51,594 | $5.84M | 1.18% | −769−1.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 51,451 | $5.83M | 0.84% | −1,412−2.7% | Reduced |
| Cornerstone Planning, LLC | 51,407 | $5.82M | 1.35% | +884+1.7% | Added |
| Garrett Investment Advisors LLC | 51,400 | $5.82M | 0.42% | −1,167−2.2% | Reduced |
| Northcape Wealth Management, LLC | 51,351 | $5.82M | 1.53% | −603−1.2% | Reduced |
| Avestar Capital, LLC | 51,282 | $5.81M | 0.34% | +2,597+5.3% | Added |
| First National Bank of Hutchinson | 51,137 | $5.79M | 3.18% | +662+1.3% | Added |
| Waldron Private Wealth LLC | 51,134 | $5.79M | 0.20% | +293+0.6% | Added |
| Successful Portfolios LLC | 50,990 | $5.79M | 2.70% | −134−0.3% | Reduced |
| CX Institutional | 51,046 | $5.78M | 0.17% | −16,902−24.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 51,038 | $5.78M | 0.47% | +2,071+4.2% | Added |
| Delta Financial Advisors LLC | 51,012 | $5.78M | 1.37% | −519−1.0% | Reduced |
| Cohen Klingenstein LLC | 51,000 | $5.78M | 0.17% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,951 | $5.77M | 2.34% | −38−0.1% | Reduced |
| 111 Capital | 50,873 | $5.76M | 0.99% | +1,092+2.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 50,717 | $5.74M | 1.52% | +497+1.0% | Added |
| Apollon Financial, LLC | 50,707 | $5.74M | 0.68% | +3,792+8.1% | Added |
| Grimes & Company, Inc. | 50,675 | $5.74M | 0.12% | +1,255+2.5% | Added |
| Welch Group, LLC | 50,675 | $5.74M | 0.20% | +786+1.6% | Added |
| BFSG, LLC | 50,665 | $5.74M | 0.51% | +250.0% | Added |
| Liberty One Investment Management, LLC | 50,659 | $5.74M | 0.57% | −31−0.1% | Reduced |
| Financial Advisory Partners, LLC | 50,642 | $5.74M | 1.50% | −808−1.6% | Reduced |
| Soltis Investment Advisors LLC | 50,617 | $5.73M | 0.33% | +1,656+3.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 50,559 | $5.73M | 0.70% | −405−0.8% | Reduced |
| PW Nova Financial Services LLC | 50,393 | $5.71M | 1.22% | −791−1.5% | Reduced |
| Westover Capital Advisors, LLC | 50,238 | $5.69M | 0.95% | +883+1.8% | Added |
| Winthrop Partners - WNY, LLC | 50,180 | $5.68M | 2.81% | +254+0.5% | Added |
| Catalytic Wealth RIA, LLC | 50,166 | $5.68M | 0.33% | −33,355−39.9% | Reduced |
| Broadwater Capital Management LLC | 50,000 | $5.66M | 4.11% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 50,589 | $5.66M | 0.38% | +301+0.6% | Added |
| Argonautica Private Wealth Management, Inc | 49,874 | $5.65M | 1.38% | −2,044−3.9% | Reduced |
| Axxion S.A. | 49,803 | $5.64M | 0.40% | +49,803 | New |
| Dorsey & Whitney Trust CO LLC | 49,752 | $5.63M | 0.27% | −840−1.7% | Reduced |
| Shepherd Financial Partners LLC | 49,701 | $5.63M | 0.46% | −288−0.6% | Reduced |
| Greenline Partners, LLC | 49,626 | $5.62M | 0.57% | −3,089−5.9% | Reduced |
| WealthShield Partners, LLC | 49,559 | $5.61M | 0.86% | −3,690−6.9% | Reduced |
| Thomasville National Bank | 49,405 | $5.60M | 0.31% | +49,405 | New |
| Duncker Streett & Co Inc | 49,115 | $5.56M | 0.94% | −40.0% | Reduced |
| Finivi Inc. | 48,945 | $5.54M | 2.84% | −3,100−6.0% | Reduced |
| Ledyard National Bank | 48,873 | $5.54M | 0.44% | +54+0.1% | Added |
| Mustard Seed Financial, LLC | 48,792 | $5.53M | 2.87% | +7,482+18.1% | Added |
| Finer Wealth Management, Inc. | 48,688 | $5.51M | 2.46% | −468−1.0% | Reduced |
| First National Advisers, LLC | 48,394 | $5.48M | 0.77% | −2,224−4.4% | Reduced |
| Fairfield Financial Advisors, LTD | 48,284 | $5.47M | 2.15% | +3,886+8.8% | Added |
| Summit Asset Management, LLC | 48,213 | $5.46M | 0.70% | −371−0.8% | Reduced |
| JPL Wealth Management, LLC | 48,099 | $5.45M | 1.08% | −698−1.4% | Reduced |
| Private Trust Co NA | 48,074 | $5.44M | 0.44% | −1,519−3.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 48,065 | $5.44M | 0.67% | +145+0.3% | Added |
| Owen LaRue, LLC | 47,971 | $5.43M | 1.89% | +14,359+42.7% | Added |
| Mitchell Capital Management Co | 47,782 | $5.41M | 0.82% | −58,636−55.1% | Reduced |
| Capstone Triton Financial Group, LLC | 47,703 | $5.40M | 3.11% | +47,703 | New |
| Security National Bank of Sioux City Iowa | 47,571 | $5.39M | 2.21% | +4,480+10.4% | Added |
| LM Advisors LLC | 47,412 | $5.38M | 0.62% | +41,709+731.4% | Added |
| SlateStone Wealth, LLC | 47,260 | $5.35M | 0.41% | −8,228−14.8% | Reduced |
| Argentarii, LLC | 47,225 | $5.35M | 1.61% | +292+0.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 47,213 | $5.35M | 1.48% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 47,153 | $5.34M | 0.10% | −2,119−4.3% | Reduced |
| Occudo Quantitative Strategies LP | 47,142 | $5.34M | 0.28% | −17,539−27.1% | Reduced |
| Rahlfs Capital, LLC | 47,015 | $5.32M | 3.91% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 46,927 | $5.31M | 0.33% | −14,325−23.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 46,844 | $5.31M | 0.05% | −10,032−17.6% | Reduced |
| First Heartland Consultants, Inc. | 46,825 | $5.30M | 0.34% | +6,007+14.7% | Added |
| Victrix Investment Advisors | 46,820 | $5.30M | 2.22% | +2,370+5.3% | Added |
| Sterling Investment Advisors, Ltd. | 46,760 | $5.30M | 0.88% | −2,593−5.3% | Reduced |
| Magnolia Capital Advisors LLC | 46,734 | $5.29M | 0.91% | +7,586+19.4% | Added |
| Brendel Financial Advisors LLC | 46,645 | $5.28M | 2.45% | −374−0.8% | Reduced |
| Directional Asset Management | 46,624 | $5.28M | 5.04% | −1,429−3.0% | Reduced |
| First Foundation Advisors | 46,464 | $5.26M | 0.19% | −4,673−9.1% | Reduced |
| Resources Management Corp | 46,360 | $5.25M | 0.66% | −1,206−2.5% | Reduced |
| Moody National Bank Trust Division | 46,278 | $5.24M | 0.43% | −1,320−2.8% | Reduced |