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 |
|---|---|---|---|---|---|
| BIP Wealth, LLC | 39,505 | $4.47M | 0.13% | +1,306+3.4% | Added |
| Maytus Capital Management, LLC | 39,452 | $4.47M | 0.70% | +39,452 | New |
| Chilton Investment Co LLC | 39,408 | $4.46M | 0.11% | −720−1.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 39,368 | $4.46M | 2.00% | +2,931+8.0% | Added |
| Hedeker Wealth, LLC | 39,308 | $4.45M | 0.85% | −1,319−3.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 39,284 | $4.45M | 0.63% | +1,772+4.7% | Added |
| Wealthcare Advisory Partners LLC | 39,188 | $4.44M | 0.08% | −3,991−9.2% | Reduced |
| Heartland Bank & Trust Co | 39,002 | $4.42M | 0.91% | −968−2.4% | Reduced |
| Summit Place Financial Advisors, LLC | 38,964 | $4.41M | 1.93% | −561−1.4% | Reduced |
| F/M Investments LLC | 38,962 | $4.41M | 0.22% | +2,532+7.0% | Added |
| St. Johns Investment Management Company, LLC | 38,868 | $4.40M | 1.66% | −699−1.8% | Reduced |
| CrossGen Wealth, LLC | 38,868 | $4.40M | 3.42% | −461−1.2% | Reduced |
| SGL Investment Advisors, Inc. | 39,012 | $4.40M | 1.52% | −9,524−19.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 39,659 | $4.39M | 1.31% | +157+0.4% | Added |
| Legacy Bridge, LLC | 38,731 | $4.39M | 1.35% | +160+0.4% | Added |
| Premier Path Wealth Partners, LLC | 38,701 | $4.38M | 0.50% | −1,666−4.1% | Reduced |
| Cullen Capital Management LLC | 38,704 | $4.38M | 0.04% | −2,820−6.8% | Reduced |
| Diversified Enterprises, LLC | 38,647 | $4.38M | 0.21% | +356+0.9% | Added |
| RB Capital Management, LLC | 38,569 | $4.37M | 0.85% | +48+0.1% | Added |
| Hoey Investments, Inc | 38,537 | $4.36M | 0.58% | −7,200−15.7% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 38,475 | $4.36M | 3.35% | −700−1.8% | Reduced |
| Joel Isaacson & Co., LLC | 38,446 | $4.35M | 0.13% | +759+2.0% | Added |
| Verdence Capital Advisors LLC | 38,444 | $4.35M | 0.23% | −956−2.4% | Reduced |
| Hollow Brook Wealth Management LLC | 38,416 | $4.35M | 0.87% | +37+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 38,414 | $4.35M | 0.25% | −1,335−3.4% | Reduced |
| Intrust Bank NA | 38,370 | $4.35M | 0.32% | −1,028−2.6% | Reduced |
| ICW Investment Advisors LLC | 38,350 | $4.34M | 1.52% | −360−0.9% | Reduced |
| Private Wealth Asset Management, LLC | 38,315 | $4.34M | 0.42% | +5,788+17.8% | Added |
| New Hampshire Trust | 38,086 | $4.31M | 0.81% | −669−1.7% | Reduced |
| Bridgewater Advisors Inc. | 38,961 | $4.31M | 0.24% | +15,469+65.8% | Added |
| Holistic Planning, LLC | 38,034 | $4.31M | 0.67% | +13,180+53.0% | Added |
| Anderson Hoagland & Co | 38,027 | $4.31M | 0.34% | +48+0.1% | Added |
| Triad Wealth Partners, LLC | 38,824 | $4.30M | 0.25% | +6,986+21.9% | Added |
| Stonebrook Private Inc. | 37,928 | $4.30M | 0.78% | −727−1.9% | Reduced |
| Tounjian Advisory Partners, LLC | 37,785 | $4.28M | 1.83% | +18,167+92.6% | Added |
| NorthCrest Asset Manangement, LLC | 38,057 | $4.27M | 0.11% | +4,371+13.0% | Added |
| Central Bank & Trust Co | 37,535 | $4.25M | 0.60% | −66−0.2% | Reduced |
| Cito Capital Group, LLC | 37,500 | $4.25M | 1.15% | +800+2.2% | Added |
| Exeter Financial, LLC | 37,495 | $4.25M | 1.62% | −1,036−2.7% | Reduced |
| Martin & Co Inc | 37,478 | $4.24M | 0.66% | +39+0.1% | Added |
| Verity Asset Management, Inc. | 37,471 | $4.24M | 1.61% | +684+1.9% | Added |
| Tilia Fiduciary Partners, Inc. | 37,345 | $4.23M | 2.00% | +644+1.8% | Added |
| Fragasso Group Inc. | 37,327 | $4.23M | 0.23% | +919+2.5% | Added |
| RDA Financial Network | 37,222 | $4.22M | 0.92% | −1,887−4.8% | Reduced |
| Stenger Family Office, LLC | 37,151 | $4.21M | 0.68% | +725+2.0% | Added |
| Trust Co of Oklahoma | 37,046 | $4.20M | 1.08% | +1,207+3.4% | Added |
| Wellington Shields & Co., LLC | 36,995 | $4.19M | 0.94% | +1,038+2.9% | Added |
| Pathway Financial Advisers, LLC | 36,891 | $4.18M | 1.05% | +101+0.3% | Added |
| Keystone Financial Group | 36,764 | $4.16M | 0.25% | −341−0.9% | Reduced |
| Bank of Stockton | 36,527 | $4.14M | 1.16% | −1,201−3.2% | Reduced |
| Whalen Wealth Management Inc. | 36,477 | $4.13M | 1.86% | +28,757+372.5% | Added |
| Simon Quick Advisors, LLC | 36,468 | $4.13M | 0.17% | −563−1.5% | Reduced |
| Beacon Investment Advisors LLC | 36,347 | $4.12M | 1.29% | +107+0.3% | Added |
| Union Heritage Capital, LLC | 36,342 | $4.12M | 1.40% | 00.0% | Unchanged |
| Trust Co of Virginia | 36,306 | $4.11M | 0.31% | −73−0.2% | Reduced |
| 3Chopt Investment Partners, LLC | 36,283 | $4.11M | 0.77% | +1,285+3.7% | Added |
| Coastal Bridge Advisors, LLC | 36,268 | $4.11M | 0.25% | −30,141−45.4% | Reduced |
| Financial Gravity Companies, Inc. | 36,247 | $4.11M | 0.67% | +36,247 | New |
| Prudent Man Advisors, LLC | 36,169 | $4.10M | 0.94% | +3,490+10.7% | Added |
| Intesa Sanpaolo Wealth Management | 36,097 | $4.09M | 0.82% | +14,372+66.2% | Added |
| Madden Securities Corp | 36,067 | $4.08M | 1.13% | −1,535−4.1% | Reduced |
| Wynn Capital, LLC | 35,987 | $4.08M | 1.82% | −86−0.2% | Reduced |
| Juno Financial Group LLC | 35,958 | $4.07M | 1.44% | +470+1.3% | Added |
| West Michigan Advisors, LLC | 35,924 | $4.07M | 0.77% | −640−1.8% | Reduced |
| Cidel Asset Management Inc | 35,910 | $4.07M | 0.20% | +3,898+12.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 35,826 | $4.06M | 0.39% | +361+1.0% | Added |
| Peterson Wealth Services | 35,657 | $4.04M | 0.88% | +590+1.7% | Added |
| Phoenix Wealth Advisors | 35,585 | $4.03M | 1.36% | −442−1.2% | Reduced |
| Castle Rock Wealth Management, LLC | 36,997 | $4.03M | 0.79% | +636+1.7% | Added |
| Sterling Investment Counsel, LLC | 35,483 | $4.02M | 0.95% | −32−0.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 35,408 | $4.01M | 0.48% | +691+2.0% | Added |
| Principle Wealth Partners LLC | 35,329 | $4.00M | 0.20% | +382+1.1% | Added |
| Icapital Wealth LLC | 35,285 | $4.00M | 2.24% | −12,996−26.9% | Reduced |
| Xcel Wealth Management, LLC | 35,184 | $3.98M | 0.95% | −5,261−13.0% | Reduced |
| PFG Advisors | 35,176 | $3.98M | 0.20% | −427−1.2% | Reduced |
| HCR Wealth Advisors | 35,069 | $3.97M | 0.36% | −99−0.3% | Reduced |
| WD Rutherford LLC | 35,067 | $3.97M | 1.44% | +4,514+14.8% | Added |
| Advisor OS, LLC | 35,035 | $3.97M | 0.26% | −1,634−4.5% | Reduced |
| Gables Capital Management Inc. | 34,974 | $3.96M | 1.43% | +215+0.6% | Added |
| Amussen Hunsaker Associates LLC | 34,927 | $3.96M | 0.38% | −1,104−3.1% | Reduced |
| IPG Investment Advisors LLC | 34,919 | $3.95M | 0.57% | −13,508−27.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 34,763 | $3.94M | 0.08% | +495+1.4% | Added |
| Diligent Investors, LLC | 34,709 | $3.93M | 0.88% | +582+1.7% | Added |
| MCF Advisors LLC | 34,606 | $3.92M | 0.14% | +1,667+5.1% | Added |
| Am Investment Strategies LLC | 34,558 | $3.91M | 0.75% | +129+0.4% | Added |
| Garner Asset Management Corp | 34,499 | $3.91M | 1.27% | −388−1.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 34,410 | $3.90M | 0.58% | +30,296+736.4% | Added |
| Snider Financial Group | 34,235 | $3.88M | 0.99% | −3,097−8.3% | Reduced |
| Grandview Asset Management LLC | 34,189 | $3.87M | 0.96% | +526+1.6% | Added |
| Global Trust Asset Management, LLC | 34,102 | $3.86M | 1.21% | +3,679+12.1% | Added |
| Virginia Wealth Management Group, Inc. | 34,082 | $3.86M | 1.92% | +64+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34,079 | $3.86M | 0.10% | −7,234−17.5% | Reduced |
| Diesslin Group, Inc. | 34,033 | $3.85M | 1.49% | +92+0.3% | Added |
| Formidable Asset Management, LLC | 31,004 | $3.85M | 0.61% | −144−0.5% | Reduced |
| Front Row Advisors LLC | 33,965 | $3.85M | 1.11% | −1,035−3.0% | Reduced |
| Strong Tower Advisory Services | 33,848 | $3.83M | 0.69% | +818+2.5% | Added |
| BFI Infinity Ltd. | 33,771 | $3.82M | 1.84% | +1,157+3.5% | Added |
| Precision Wealth Strategies, LLC | 33,728 | $3.82M | 1.15% | +1,284+4.0% | Added |
| AdvisorNet Financial, Inc | 33,706 | $3.82M | 0.17% | +1,505+4.7% | Added |
| Silverleafe Capital Partners, LLC | 33,677 | $3.81M | 1.04% | +272+0.8% | Added |