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 |
|---|---|---|---|---|---|
| Mattson Financial Services, LLC | 33,078 | $3.80M | 0.80% | −1,262−3.7% | Reduced |
| Nikulski Financial, Inc. | 33,530 | $3.80M | 0.82% | −41−0.1% | Reduced |
| Traynor Capital Management, Inc. | 33,414 | $3.78M | 0.18% | −256−0.8% | Reduced |
| Catalyst Financial Partners LLC | 33,329 | $3.77M | 0.37% | −2,219−6.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 33,228 | $3.76M | 0.93% | +7,185+27.6% | Added |
| Evergreen Wealth Solutions, LLC | 32,471 | $3.76M | 0.20% | +4,453+15.9% | Added |
| Advantage Trust Co | 33,137 | $3.75M | 1.32% | +30,869+1,361.1% | Added |
| Old Mission Investment Co LLC | 33,020 | $3.74M | 0.78% | −98−0.3% | Reduced |
| Harbor Advisors LLC | 33,000 | $3.74M | 0.47% | 00.0% | Unchanged |
| Ostrum Asset Management | 32,954 | $3.73M | 0.18% | −2,426−6.9% | Reduced |
| Cornerstone Wealth Group, LLC | 32,916 | $3.73M | 0.22% | −33,759−50.6% | Reduced |
| Aviance Capital Partners, LLC | 32,908 | $3.73M | 0.39% | +3,623+12.4% | Added |
| Paragon Capital Management LLC | 32,883 | $3.72M | 1.72% | −270−0.8% | Reduced |
| Marshall Investment Management, LLC | 32,814 | $3.72M | 1.54% | +2,667+8.8% | Added |
| Legacy Financial Strategies, LLC | 32,751 | $3.71M | 0.57% | −882−2.6% | Reduced |
| Greatmark Investment Partners, Inc. | 32,676 | $3.70M | 0.41% | −402−1.2% | Reduced |
| FLC Capital Advisors | 32,657 | $3.70M | 0.61% | −538−1.6% | Reduced |
| Roberts Glore & Co Inc | 32,615 | $3.69M | 0.91% | −382−1.2% | Reduced |
| PDS Planning, Inc | 32,479 | $3.68M | 0.21% | +124+0.4% | Added |
| Strengthening Families & Communities, LLC | 32,439 | $3.67M | 0.82% | −85−0.3% | Reduced |
| Genus Capital Management Inc. | 32,390 | $3.67M | 0.36% | −18,620−36.5% | Reduced |
| BankPlus Trust Department | 32,362 | $3.67M | 0.86% | +1,048+3.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 32,360 | $3.67M | 0.30% | −96−0.3% | Reduced |
| Camden Capital, LLC | 32,260 | $3.65M | 0.18% | +976+3.1% | Added |
| Insight Inv LLC | 32,245 | $3.65M | 1.72% | −405−1.2% | Reduced |
| Indivisible Partners | 32,221 | $3.65M | 0.21% | +10,905+51.2% | Added |
| NTV Asset Management LLC | 32,217 | $3.65M | 0.36% | −640−1.9% | Reduced |
| Guardian Investment Management | 32,200 | $3.65M | 2.50% | −3,400−9.6% | Reduced |
| SBI Securities Co., Ltd. | 32,068 | $3.63M | 0.08% | −583−1.8% | Reduced |
| Mendel Money Management | 32,020 | $3.63M | 1.33% | +10,683+50.1% | Added |
| Manchester Capital Management LLC | 31,946 | $3.62M | 0.47% | +212+0.7% | Added |
| Drive Wealth Management, LLC | 31,910 | $3.61M | 0.64% | +2,741+9.4% | Added |
| Prestige Wealth Management Group LLC | 31,883 | $3.61M | 0.66% | +4,661+17.1% | Added |
| Dividend Assets Capital, LLC | 31,877 | $3.61M | 0.70% | −3,436−9.7% | Reduced |
| PFC Capital Group, Inc. | 31,858 | $3.61M | 1.39% | +179+0.6% | Added |
| VCI Wealth Management LLC | 31,802 | $3.60M | 0.90% | +6,152+24.0% | Added |
| Gen-Wealth Partners Inc | 31,795 | $3.60M | 1.00% | −249−0.8% | Reduced |
| Hudson Value Partners, LLC | 31,745 | $3.60M | 0.90% | −225−0.7% | Reduced |
| Hemenway Trust Co LLC | 31,677 | $3.59M | 0.25% | −376−1.2% | Reduced |
| FWL Investment Management, LLC | 31,650 | $3.58M | 0.66% | −1,331−4.0% | Reduced |
| Cooper Financial Group | 31,601 | $3.58M | 0.30% | −2,851−8.3% | Reduced |
| Triton Wealth Management, PLLC | 31,584 | $3.57M | 1.10% | +567+1.8% | Added |
| Legacy Financial Advisors, Inc. | 31,467 | $3.56M | 0.43% | −80.0% | Reduced |
| Chemung Canal Trust Co | 31,450 | $3.56M | 0.66% | −5,344−14.5% | Reduced |
| Eads & Heald Wealth Management | 31,449 | $3.56M | 1.75% | −1,855−5.6% | Reduced |
| LCM Capital Management Inc | 31,442 | $3.56M | 1.56% | +287+0.9% | Added |
| Park National Corp | 31,303 | $3.55M | 0.10% | −2,089−6.3% | Reduced |
| KLCM Advisors, Inc. | 31,283 | $3.54M | 0.28% | +39+0.1% | Added |
| Dudley Capital Management, LLC | 31,110 | $3.52M | 1.41% | +50.0% | Added |
| Freedom Day Solutions, LLC | 31,074 | $3.52M | 0.78% | +963+3.2% | Added |
| Ameliora Wealth Management Ltd. | 30,997 | $3.51M | 1.04% | −928−2.9% | Reduced |
| Kinloch Capital, LLC | 30,994 | $3.51M | 1.28% | −530−1.7% | Reduced |
| Ironwood Investment Counsel, LLC | 30,953 | $3.51M | 0.46% | −457−1.5% | Reduced |
| Buckhead Capital Management LLC | 30,924 | $3.50M | 1.20% | −705−2.2% | Reduced |
| Disciplined Investments, LLC | 30,914 | $3.50M | 1.13% | −700−2.2% | Reduced |
| Massachusetts Wealth Management | 30,853 | $3.49M | 1.33% | +125+0.4% | Added |
| Cove Private Wealth, LLC | 30,837 | $3.49M | 0.67% | +5,582+22.1% | Added |
| Argent Capital Management LLC | 30,825 | $3.49M | 0.11% | −900−2.8% | Reduced |
| Symmetry Partners, LLC | 30,706 | $3.48M | 0.18% | −190−0.6% | Reduced |
| Keebeck Wealth Management, LLC | 30,702 | $3.48M | 0.34% | +2,363+8.3% | Added |
| Canopy Partners, LLC | 30,644 | $3.47M | 1.04% | −533−1.7% | Reduced |
| Vaughan David Investments LLC | 30,607 | $3.47M | 0.07% | +363+1.2% | Added |
| Great Lakes Retirement, Inc. | 30,563 | $3.46M | 0.31% | +816+2.7% | Added |
| JFS Wealth Advisors, LLC | 30,535 | $3.46M | 0.17% | −746−2.4% | Reduced |
| Register Financial Advisors LLC | 30,472 | $3.45M | 1.06% | +704+2.4% | Added |
| Armis Advisers, LLC | 31,165 | $3.45M | 0.32% | +795+2.6% | Added |
| Pallas Capital Advisors LLC | 30,444 | $3.45M | 0.11% | −97−0.3% | Reduced |
| D.B. Root & Company, LLC | 30,420 | $3.45M | 0.73% | −577−1.9% | Reduced |
| Facet Wealth, Inc. | 30,420 | $3.45M | 0.05% | +4,547+17.6% | Added |
| Hilltop Partners LLC | 30,401 | $3.44M | 0.84% | +6,804+28.8% | Added |
| 71 West Capital Partners | 30,352 | $3.44M | 0.12% | +10,604+53.7% | Added |
| Main Street Financial Solutions, LLC | 30,337 | $3.44M | 0.22% | −597−1.9% | Reduced |
| Bank & Trust Co | 30,321 | $3.43M | 2.17% | −1,322−4.2% | Reduced |
| Accretive Wealth Partners, LLC | 30,234 | $3.42M | 0.83% | −292−1.0% | Reduced |
| Norden Group LLC | 30,206 | $3.42M | 0.28% | −5,286−14.9% | Reduced |
| Bailard, Inc. | 30,190 | $3.42M | 0.07% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 30,188 | $3.42M | 0.43% | +150.0% | Added |
| Avantax Planning Partners, Inc. | 30,166 | $3.42M | 0.09% | −1,254−4.0% | Reduced |
| Transcend Wealth Collective, LLC | 30,144 | $3.41M | 0.23% | −3,209−9.6% | Reduced |
| Wilkerson Advisory Group LLC | 30,130 | $3.41M | 1.05% | −41−0.1% | Reduced |
| Carnegie Lake Advisors LLC | 30,081 | $3.41M | 1.27% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 30,039 | $3.40M | 0.95% | +2,022+7.2% | Added |
| Hudson Valley Investment Advisors Inc | 30,023 | $3.40M | 0.41% | −849−2.8% | Reduced |
| Home Federal Bank of Tennessee | 29,992 | $3.40M | 0.73% | +1,843+6.5% | Added |
| Trivant Custom Portfolio Group, LLC | 29,997 | $3.39M | 1.81% | −20,200−40.2% | Reduced |
| OMC Financial Services LTD | 29,975 | $3.39M | 1.12% | −927−3.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 29,950 | $3.39M | 2.34% | −200−0.7% | Reduced |
| Powers Advisory Group, LLC | 29,919 | $3.39M | 1.06% | −1,633−5.2% | Reduced |
| Indiana Trust & Investment Management CO | 29,831 | $3.38M | 0.92% | +3,120+11.7% | Added |
| Highview Capital Management LLC | 29,758 | $3.37M | 0.97% | +2,113+7.6% | Added |
| McMillan Office, Inc. | 29,653 | $3.36M | 0.39% | −100−0.3% | Reduced |
| Shrier Wealth Management, LLC | 29,616 | $3.35M | 1.13% | +250+0.9% | Added |
| SJS Investment Consulting Inc. | 29,602 | $3.35M | 0.36% | +22+0.1% | Added |
| CCG Wealth Management, LLC | 29,548 | $3.35M | 0.78% | −254−0.9% | Reduced |
| NVWM, LLC | 29,515 | $3.34M | 0.67% | −193−0.6% | Reduced |
| MTM Investment Management, LLC | 29,432 | $3.33M | 0.95% | −21−0.1% | Reduced |
| Cane Capital Partners, LLC | 29,384 | $3.33M | 1.34% | +7,005+31.3% | Added |
| Hager Investment Management Services, LLC | 29,372 | $3.33M | 1.53% | −1,309−4.3% | Reduced |
| Integras Partners LLC | 29,361 | $3.33M | 1.84% | +524+1.8% | Added |
| Altshuler Shaham Ltd | 29,354 | $3.32M | 0.04% | +3,910+15.4% | Added |