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 |
|---|---|---|---|---|---|
| Park Edge Advisors, LLC | 29,312 | $3.32M | 0.71% | −2,136−6.8% | Reduced |
| Birinyi Associates Inc | 29,300 | $3.32M | 0.79% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 29,299 | $3.32M | 0.28% | −197−0.7% | Reduced |
| Evernest Financial Advisors, LLC | 29,279 | $3.32M | 0.69% | −270−0.9% | Reduced |
| Ayrshire Capital Management LLC | 29,227 | $3.31M | 1.55% | +29,227 | New |
| Detalus Advisors, LLC | 29,225 | $3.31M | 0.65% | −748−2.5% | Reduced |
| Strong Retirement Solutions LLC | 29,223 | $3.31M | 1.98% | +3,600+14.0% | Added |
| Sunbeam Capital Management, LLC | 29,209 | $3.31M | 1.51% | +2,121+7.8% | Added |
| BEAM Asset Management, LLC | 29,199 | $3.31M | 0.73% | +2,148+7.9% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 29,143 | $3.30M | 0.18% | +120.0% | Added |
| Focused Wealth Management, Inc | 29,114 | $3.30M | 0.29% | +359+1.2% | Added |
| Fairfield, Bush & Co. | 29,083 | $3.29M | 1.62% | −118−0.4% | Reduced |
| Ignite Planners, LLC | 29,034 | $3.29M | 0.45% | +682+2.4% | Added |
| Los Angeles Capital Management LLC | 29,006 | $3.29M | 0.01% | −65,586−69.3% | Reduced |
| Haven Private, LLC | 28,970 | $3.28M | 1.25% | −7,594−20.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 28,911 | $3.27M | 0.14% | +1,967+7.3% | Added |
| Coppell Advisory Solutions LLC | 38,904 | $3.27M | 0.97% | +38,904 | New |
| Compton Wealth Advisory Group, LLC | 29,999 | $3.26M | 0.66% | −140.0% | Reduced |
| Patten Group, Inc. | 28,801 | $3.26M | 0.51% | +49+0.2% | Added |
| Retirement Guys Formula LLC | 28,760 | $3.26M | 1.23% | +2,277+8.6% | Added |
| Game Creek Capital, LP | 28,725 | $3.25M | 1.40% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 28,647 | $3.24M | 0.50% | +6,615+30.0% | Added |
| SWS Partners | 28,525 | $3.23M | 0.70% | −522−1.8% | Reduced |
| Axq Capital, LP | 28,488 | $3.23M | 0.35% | +19,438+214.8% | Added |
| ZEGA Investments, LLC | 28,402 | $3.22M | 0.54% | −1,464−4.9% | Reduced |
| Whalerock Point Partners, LLC | 28,383 | $3.21M | 0.55% | −600−2.1% | Reduced |
| Outfitter Financial LLC | 28,370 | $3.21M | 2.25% | −210−0.7% | Reduced |
| Abacus Planning Group, Inc. | 28,345 | $3.21M | 0.40% | −1,236−4.2% | Reduced |
| Exchange Bank | 28,340 | $3.21M | 2.00% | −1,013−3.5% | Reduced |
| Van Hulzen Asset Management, LLC | 28,281 | $3.20M | 0.23% | −2,426−7.9% | Reduced |
| Founders Financial Alliance, LLC | 28,278 | $3.20M | 0.42% | +444+1.6% | Added |
| Thrive Capital Management, LLC | 28,251 | $3.20M | 0.60% | −387−1.4% | Reduced |
| Mystic Asset Management, Inc. | 28,227 | $3.20M | 0.68% | −337−1.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 28,193 | $3.19M | 0.13% | +99+0.4% | Added |
| Financial Engines Advisors L.L.C. | 28,191 | $3.19M | 0.01% | +2,608+10.2% | Added |
| Fort Point Capital Partners LLC | 26,836 | $3.19M | 0.34% | +13,322+98.6% | Added |
| Brucke Financial, Inc. | 28,121 | $3.18M | 1.42% | +449+1.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 28,119 | $3.18M | 0.82% | −1,572−5.3% | Reduced |
| Zions Bancorporation, National Association | 28,086 | $3.18M | 0.19% | +12,157+76.3% | Added |
| MRP Capital Investments, LLC | 27,992 | $3.17M | 2.34% | +1,096+4.1% | Added |
| Lewis Asset Management, LLC | 27,967 | $3.17M | 1.11% | +1,005+3.7% | Added |
| Sandro Wealth Management LLC | 27,940 | $3.16M | 2.29% | +212+0.8% | Added |
| Arrow Financial Corp | 27,915 | $3.16M | 0.28% | −1,031−3.6% | Reduced |
| Advisors Preferred, LLC | 28,200 | $3.15M | 0.49% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 27,819 | $3.15M | 0.26% | +554+2.0% | Added |
| Jeppson Wealth Management, LLC | 27,814 | $3.15M | 0.93% | −164−0.6% | Reduced |
| Concord Wealth Partners | 27,789 | $3.15M | 0.36% | −1,462−5.0% | Reduced |
| Lincoln Capital Corp | 27,753 | $3.14M | 1.02% | +338+1.2% | Added |
| Syntegra Private Wealth Group, LLC | 27,737 | $3.14M | 0.24% | +557+2.0% | Added |
| Sompo Asset Management Co., Ltd. | 27,720 | $3.14M | 0.52% | −2,030−6.8% | Reduced |
| Spirit of America Management Corp | 27,702 | $3.14M | 0.59% | −400−1.4% | Reduced |
| Hilltop National Bank | 27,641 | $3.13M | 0.67% | −224−0.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,549 | $3.12M | 0.37% | +652+2.4% | Added |
| Lineweaver Wealth Advisors, LLC | 27,527 | $3.12M | 0.37% | +1,569+6.0% | Added |
| Central Pacific Bank - Trust Division | 27,379 | $3.10M | 0.32% | +20+0.1% | Added |
| RKL Wealth Management LLC | 27,373 | $3.10M | 0.25% | +661+2.5% | Added |
| Rational Advisors LLC | 27,294 | $3.09M | 0.28% | −41,599−60.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 27,290 | $3.09M | 1.03% | +9,734+55.4% | Added |
| First Dallas Securities Inc. | 27,254 | $3.09M | 1.02% | −672−2.4% | Reduced |
| Park Place Capital Corp | 27,204 | $3.08M | 0.49% | +683+2.6% | Added |
| Valley Brook Capital Group | 27,202 | $3.08M | 1.75% | −74−0.3% | Reduced |
| Trust Co of the South | 27,071 | $3.07M | 0.43% | −571−2.1% | Reduced |
| GoalVest Advisory LLC | 27,064 | $3.07M | 0.57% | +1,211+4.7% | Added |
| Perryman Financial Advisory Inc | 27,050 | $3.06M | 0.41% | +543+2.0% | Added |
| Total Clarity Wealth Management, Inc. | 27,041 | $3.06M | 0.60% | +3,946+17.1% | Added |
| Family Capital Trust Co | 26,990 | $3.06M | 0.99% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 26,945 | $3.05M | 2.48% | +759+2.9% | Added |
| Altman Advisors, Inc. | 26,795 | $3.03M | 1.09% | −7,473−21.8% | Reduced |
| Everpar Advisors LLC | 26,765 | $3.03M | 0.86% | −615−2.2% | Reduced |
| South Dakota Investment Council | 26,756 | $3.03M | 0.05% | −3,765−12.3% | Reduced |
| Quent Capital, LLC | 26,723 | $3.03M | 0.19% | +430+1.6% | Added |
| Tradition Wealth Management, LLC | 26,591 | $3.01M | 0.18% | +431+1.6% | Added |
| CVA Family Office, LLC | 26,526 | $3.00M | 0.27% | −4,483−14.5% | Reduced |
| Bayban | 26,519 | $3.00M | 2.30% | 00.0% | Unchanged |
| Chicago Capital, LLC | 26,511 | $3.00M | 0.07% | +283+1.1% | Added |
| Monetary Management Group Inc | 26,483 | $3.00M | 0.62% | −300−1.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,431 | $3.00M | 0.97% | +503+1.9% | Added |
| PCM Encore, LLC | 26,388 | $2.99M | 0.53% | −1,205−4.4% | Reduced |
| DeDora Capital, Inc. | 26,385 | $2.99M | 0.65% | +420+1.6% | Added |
| Commonwealth Financial Services, LLC | 37,359 | $2.99M | 0.40% | +10,973+41.6% | Added |
| Tempus Wealth Planning, LLC | 26,325 | $2.98M | 0.58% | −845−3.1% | Reduced |
| Consilium Wealth Advisory, LLC | 26,142 | $2.96M | 0.88% | +313+1.2% | Added |
| Blueprint Investment Partners LLC | 26,131 | $2.96M | 0.25% | −6,112−19.0% | Reduced |
| Ballast, Inc. | 26,066 | $2.95M | 0.56% | +2,466+10.4% | Added |
| High Net Worth Advisory Group LLC | 26,063 | $2.95M | 0.63% | +1,605+6.6% | Added |
| Nwam LLC | 25,895 | $2.93M | 0.15% | +5,600+27.6% | Added |
| Sym Financial Corp | 25,842 | $2.93M | 0.24% | −306−1.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 25,830 | $2.93M | 0.37% | −1,092−4.1% | Reduced |
| Magnus Financial Group LLC | 25,810 | $2.92M | 0.21% | +456+1.8% | Added |
| Canvas Wealth Advisors, LLC | 25,809 | $2.92M | 0.41% | −183−0.7% | Reduced |
| Peak Financial Advisors LLC | 25,803 | $2.92M | 1.21% | +3,379+15.1% | Added |
| Southeast Asset Advisors Inc. | 25,802 | $2.92M | 0.30% | +17+0.1% | Added |
| Etesian Wealth Advisors, Inc. | 25,797 | $2.92M | 0.86% | −1,074−4.0% | Reduced |
| Atala Financial Inc | 25,738 | $2.92M | 1.78% | −645−2.4% | Reduced |
| Sarasin & Partners LLP | 25,698 | $2.91M | 0.03% | +100+0.4% | Added |
| Sovran Advisors, LLC | 25,635 | $2.90M | 0.22% | +687+2.8% | Added |
| Quad-Cities Investment Group, LLC | 25,526 | $2.89M | 1.04% | −109−0.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 25,457 | $2.88M | 1.76% | −632−2.4% | Reduced |
| Angeles Wealth Management, LLC | 25,437 | $2.88M | 0.13% | +712+2.9% | Added |
| Portfolio Design Labs, LLC | 25,347 | $2.87M | 0.47% | −1,385−5.2% | Reduced |