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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 45,491 | $5.22M | 0.13% | −9,250−16.9% | Reduced |
| Vectors Research Management, LLC | 46,093 | $5.22M | 1.36% | −671−1.4% | Reduced |
| Spartan Wealth Advisory Services LLC | 46,047 | $5.22M | 0.43% | +2,308+5.3% | Added |
| AIMZ Investment Advisors, LLC | 45,895 | $5.20M | 1.43% | −209−0.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 45,863 | $5.19M | 0.35% | +11,760+34.5% | Added |
| Kampmann Melissa S. | 45,836 | $5.19M | 3.92% | −1,224−2.6% | Reduced |
| Flavin Financial Services, Inc. | 45,780 | $5.19M | 2.95% | +6,272+15.9% | Added |
| Univest Financial Corp | 45,725 | $5.18M | 0.25% | +375+0.8% | Added |
| CVFG LLC | 45,720 | $5.18M | 0.54% | −5,188−10.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 45,683 | $5.17M | 1.21% | −44−0.1% | Reduced |
| Parsons Capital Management Inc | 45,408 | $5.14M | 0.23% | +3,296+7.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 45,316 | $5.13M | 1.61% | +220+0.5% | Added |
| Stokes Family Office, LLC | 45,197 | $5.12M | 0.60% | −272−0.6% | Reduced |
| Florida Financial Advisors, LLC | 45,107 | $5.11M | 0.86% | +8,784+24.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 45,107 | $5.11M | 0.78% | −1,491−3.2% | Reduced |
| Everhart Financial Group, Inc. | 45,089 | $5.11M | 0.33% | −2,634−5.5% | Reduced |
| Arrow Capital Pty Ltd | 45,000 | $5.10M | 4.34% | +45,000 | New |
| Fisher Funds Management LTD | 44,882 | $5.08M | 0.14% | +44,882 | New |
| Carderock Capital Management Inc | 44,837 | $5.08M | 1.11% | +4,797+12.0% | Added |
| Beacon Financial Group | 44,823 | $5.08M | 0.46% | +297+0.7% | Added |
| SeaBridge Investment Advisors LLC | 44,586 | $5.05M | 0.73% | +144+0.3% | Added |
| Financial Security Advisor, Inc. | 44,487 | $5.04M | 0.82% | −1,530−3.3% | Reduced |
| Essex Savings Bank | 44,475 | $5.04M | 1.09% | −75−0.2% | Reduced |
| Northern Financial Advisors Inc | 44,369 | $5.03M | 3.32% | −41−0.1% | Reduced |
| Allred Capital Management, LLC | 44,332 | $5.02M | 1.65% | −76−0.2% | Reduced |
| Oarsman Capital, Inc. | 44,246 | $5.01M | 0.53% | +115+0.3% | Added |
| Means Investment Co., Inc. | 44,125 | $5.00M | 0.38% | −498−1.1% | Reduced |
| Systematic Alpha Investments, LLC | 44,100 | $4.99M | 0.13% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 44,034 | $4.99M | 0.70% | +2,512+6.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 44,006 | $4.98M | 1.07% | −256−0.6% | Reduced |
| Smithfield Trust Co | 43,881 | $4.97M | 0.20% | +305+0.7% | Added |
| WealthCare Asset Management, LLC | 43,794 | $4.96M | 2.07% | +22,011+101.0% | Added |
| Fischer Financial Services, Inc. | 43,769 | $4.96M | 1.25% | −906−2.0% | Reduced |
| Peddock Capital Advisors, LLC | 43,761 | $4.96M | 0.99% | +457+1.1% | Added |
| Zhang Financial LLC | 43,714 | $4.95M | 0.14% | +5,402+14.1% | Added |
| Bank of New Hampshire | 43,703 | $4.95M | 1.03% | −695−1.6% | Reduced |
| Argent Advisors, Inc. | 43,697 | $4.95M | 1.24% | +8,627+24.6% | Added |
| Frec Markets, Inc. | 43,623 | $4.94M | 0.44% | +1,390+3.3% | Added |
| Benedict Financial Advisors Inc | 43,556 | $4.93M | 0.96% | −2,205−4.8% | Reduced |
| TBH Global Asset Management, LLC | 43,446 | $4.92M | 0.90% | +341+0.8% | Added |
| Octavia Wealth Advisors, LLC | 43,443 | $4.92M | 0.42% | −2,842−6.1% | Reduced |
| Cambria Investment Management, L.P. | 43,344 | $4.91M | 0.24% | +10,566+32.2% | Added |
| Lincluden Management Ltd | 43,169 | $4.89M | 0.48% | −682−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 43,162 | $4.89M | 0.27% | +738+1.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 43,110 | $4.88M | 1.24% | −190.0% | Reduced |
| Northstar Asset Management LLC | 44,589 | $4.88M | 0.92% | −75−0.2% | Reduced |
| Culbertson A N & Co Inc | 43,072 | $4.88M | 0.57% | −100−0.2% | Reduced |
| Veratis Advisors, Inc. | 40,978 | $4.87M | 3.45% | +40,978 | New |
| Aspen Investment Management Inc | 42,885 | $4.86M | 1.31% | −307−0.7% | Reduced |
| StoneX Group Inc. | 42,811 | $4.85M | 0.20% | +2,242+5.5% | Added |
| Second Line Capital, LLC | 42,803 | $4.85M | 0.90% | −584−1.3% | Reduced |
| White Pine Capital LLC | 42,794 | $4.85M | 1.15% | −409−0.9% | Reduced |
| Delta Investment Management, LLC | 42,663 | $4.83M | 0.80% | −40−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 42,526 | $4.82M | 0.41% | +42,526 | New |
| Aprio Wealth Management, LLC | 42,480 | $4.81M | 0.24% | −1,563−3.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 42,464 | $4.81M | 0.56% | +40,506+2,068.7% | Added |
| Icon Wealth Advisors, LLC | 42,430 | $4.81M | 0.29% | +9,573+29.1% | Added |
| Chicago Trust Co NA | 42,418 | $4.80M | 0.70% | +2,424+6.1% | Added |
| Spears Abacus Advisors LLC | 42,246 | $4.78M | 0.09% | −176−0.4% | Reduced |
| Claro Advisors LLC | 42,134 | $4.77M | 0.50% | −463−1.1% | Reduced |
| Holderness Investments Co | 41,880 | $4.74M | 0.79% | +899+2.2% | Added |
| Mission Creek Capital Partners, Inc. | 41,860 | $4.74M | 0.83% | +6,070+17.0% | Added |
| Forum Financial Management, LP | 41,617 | $4.71M | 0.06% | +86+0.2% | Added |
| Cigna Investments Inc | 41,567 | $4.71M | 0.62% | +37+0.1% | Added |
| Turn8 Private Wealth Inc. | 41,920 | $4.70M | 3.14% | −1,887−4.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,481 | $4.70M | 0.58% | +41,481 | New |
| SageView Advisory Group, LLC | 41,421 | $4.69M | 0.15% | −965−2.3% | Reduced |
| Providence Wealth Advisors, LLC | 41,923 | $4.69M | 2.76% | −168−0.4% | Reduced |
| Beta Wealth Group, Inc. | 41,247 | $4.67M | 1.75% | +35,142+575.6% | Added |
| Marshall Financial Group LLC | 41,241 | $4.67M | 0.68% | +25+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 41,213 | $4.67M | 0.12% | −2,307−5.3% | Reduced |
| Johnson Financial Group, Inc. | 41,196 | $4.67M | 0.15% | −5,557−11.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 41,111 | $4.66M | 1.15% | −1,086−2.6% | Reduced |
| Pacifica Partners Inc. | 41,660 | $4.66M | 1.40% | −471−1.1% | Reduced |
| MainStreet Investment Advisors LLC | 41,082 | $4.65M | 0.63% | +495+1.2% | Added |
| Gold Investment Management Ltd. | 41,060 | $4.65M | 1.26% | +337+0.8% | Added |
| RD Lewis Holdings, Inc. | 41,201 | $4.64M | 3.45% | +1,111+2.8% | Added |
| United Advisor Group, LLC | 40,998 | $4.64M | 0.49% | +1,347+3.4% | Added |
| Shayne & Co., LLC | 40,951 | $4.64M | 1.38% | −416−1.0% | Reduced |
| Csenge Advisory Group | 40,855 | $4.63M | 0.19% | −172−0.4% | Reduced |
| Cozad Asset Management Inc | 40,826 | $4.62M | 0.30% | +214+0.5% | Added |
| Asset One Wealth Management LLC | 40,968 | $4.61M | 0.49% | +1,113+2.8% | Added |
| HORAN Wealth, LLC | 40,606 | $4.60M | 0.57% | −40,938−50.2% | Reduced |
| Security National Bank of So Dak | 40,445 | $4.58M | 2.12% | −2,985−6.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,432 | $4.58M | 1.27% | −112−0.3% | Reduced |
| Guardian Asset Advisors, LLC | 40,399 | $4.58M | 2.11% | +6,492+19.1% | Added |
| Dumont & Blake Investment Advisors LLC | 40,379 | $4.57M | 1.03% | −2,252−5.3% | Reduced |
| Chatham Capital Group, Inc. | 40,026 | $4.53M | 0.58% | −1,867−4.5% | Reduced |
| Arini Captial Management Ltd | 40,000 | $4.53M | 0.46% | +40,000 | New |
| Cetera Trust Company, N.A | 39,885 | $4.52M | 2.27% | −430−1.1% | Reduced |
| Pines Wealth Management, LLC | 39,837 | $4.51M | 1.30% | −313−0.8% | Reduced |
| Boston Partners | 39,798 | $4.51M | 0.00% | −2,484−5.9% | Reduced |
| Focus Financial Network, Inc. | 39,754 | $4.50M | 0.14% | −22−0.1% | Reduced |
| RMB Capital Management, LLC | 39,752 | $4.50M | 0.07% | −2,433−5.8% | Reduced |
| Mattern Wealth Management LLC | 39,744 | $4.50M | 0.74% | +1,641+4.3% | Added |
| Eagle Bluffs Wealth Management LLC | 39,685 | $4.49M | 1.50% | −70−0.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 39,660 | $4.49M | 0.21% | −2,035−4.9% | Reduced |
| Excelsior Advisor Network LLC | 39,658 | $4.49M | 0.59% | +23,843+150.8% | Added |
| Qtron Investments LLC | 39,630 | $4.49M | 0.60% | −6,680−14.4% | Reduced |
| Hengehold Capital Management LLC | 39,550 | $4.48M | 0.35% | +314+0.8% | Added |