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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 25,300 | $2.87M | 0.09% | +677+2.7% | Added |
| Strait & Sound Wealth Management LLC | 25,272 | $2.86M | 1.01% | −171−0.7% | Reduced |
| Zullo Investment Group, Inc. | 25,227 | $2.86M | 0.97% | −3,624−12.6% | Reduced |
| Value Partners Investments Inc. | 25,244 | $2.85M | 0.20% | +365+1.5% | Added |
| Platform Technology Partners | 25,199 | $2.85M | 0.47% | −1,250−4.7% | Reduced |
| L2 Asset Management, LLC | 25,198 | $2.85M | 0.30% | +415+1.7% | Added |
| LRI Investments, LLC | 25,153 | $2.85M | 0.23% | −367−1.4% | Reduced |
| XML Financial, LLC | 25,097 | $2.84M | 0.21% | −177−0.7% | Reduced |
| Patron Partners Advisors, LLC | 25,089 | $2.84M | 1.09% | +401+1.6% | Added |
| Bangor Savings Bank | 25,087 | $2.84M | 0.21% | −512−2.0% | Reduced |
| First Community Trust NA | 25,066 | $2.84M | 1.28% | +117+0.5% | Added |
| Condor Capital Management | 25,043 | $2.84M | 0.21% | +231+0.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $2.83M | 1.32% | −1,000−3.8% | Reduced |
| Sphera Management Technology Funds Ltd | 25,000 | $2.83M | 0.99% | +9,000+56.3% | Added |
| EPG Wealth Management LLC | 24,967 | $2.83M | 0.68% | +1,860+8.0% | Added |
| Summit Wealth Partners, LLC | 24,913 | $2.82M | 0.40% | −106−0.4% | Reduced |
| Unifi Asset Management LP | 24,911 | $2.82M | 1.99% | +24,911 | New |
| McGlone Suttner Wealth Management, Inc. | 24,877 | $2.82M | 0.33% | +1,735+7.5% | Added |
| Douglas Lane & Associates, LLC | 24,870 | $2.82M | 0.04% | −1,443−5.5% | Reduced |
| G&S Capital LLC | 24,733 | $2.80M | 0.81% | −139−0.6% | Reduced |
| Perpetual Ltd | 24,699 | $2.80M | 0.04% | −18,451−42.8% | Reduced |
| Havemeyer Place LP | 24,669 | $2.79M | 0.28% | +24,669 | New |
| Bernard Wealth Management Corp. | 24,603 | $2.79M | 1.03% | +225+0.9% | Added |
| Quotient Wealth Partners, LLC | 24,532 | $2.78M | 0.07% | −475−1.9% | Reduced |
| Wright Investors Service Inc | 24,511 | $2.78M | 0.76% | −333−1.3% | Reduced |
| First PREMIER Bank | 24,456 | $2.77M | 0.45% | −207−0.8% | Reduced |
| CoreFirst Bank & Trust | 24,419 | $2.77M | 1.38% | −3,006−11.0% | Reduced |
| Calton & Associates, Inc. | 24,377 | $2.76M | 0.40% | +4,811+24.6% | Added |
| Foster Group, Inc. | 24,370 | $2.76M | 0.07% | +1,108+4.8% | Added |
| MSH Capital Advisors LLC | 24,343 | $2.76M | 0.48% | +2,159+9.7% | Added |
| Elgethun Capital Management | 24,330 | $2.76M | 0.38% | +371+1.5% | Added |
| Arthur M. Cohen & Associates, LLC | 24,329 | $2.76M | 0.43% | +2,400+10.9% | Added |
| Narwhal Capital Management | 24,315 | $2.75M | 0.19% | −2,736−10.1% | Reduced |
| Duncan Williams Asset Management, LLC | 24,296 | $2.75M | 0.62% | +85+0.4% | Added |
| Delap Wealth Advisory, LLC | 24,287 | $2.75M | 0.93% | −707−2.8% | Reduced |
| Aspire Growth Partners LLC | 24,272 | $2.75M | 1.60% | +177+0.7% | Added |
| Clough Capital Partners L P | 24,151 | $2.74M | 0.22% | +24,151 | New |
| Bedel Financial Consulting, Inc. | 24,144 | $2.73M | 0.26% | −1,135−4.5% | Reduced |
| MONECO Advisors, LLC | 24,140 | $2.73M | 0.17% | +6,164+34.3% | Added |
| Enterprise Financial Services Corp | 24,129 | $2.73M | 1.12% | +370+1.6% | Added |
| Versant Capital Management, Inc | 24,081 | $2.73M | 0.24% | −738−3.0% | Reduced |
| Blue Chip Partners, Inc. | 24,057 | $2.72M | 0.17% | −20.0% | Reduced |
| Davidson Capital Management Inc. | 23,999 | $2.72M | 0.44% | +424+1.8% | Added |
| Moss Adams Wealth Advisors LLC | 23,992 | $2.72M | 0.17% | −185−0.8% | Reduced |
| Boxwood Ventures, Inc. | 23,991 | $2.72M | 1.62% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 23,981 | $2.72M | 0.51% | +1,572+7.0% | Added |
| Old Second National Bank of Aurora | 23,976 | $2.72M | 0.51% | −410−1.7% | Reduced |
| Charles Schwab Trust Co | 23,970 | $2.71M | 0.15% | +1,202+5.3% | Added |
| Providence First Trust Co | 23,955 | $2.71M | 0.76% | +6,285+35.6% | Added |
| Burford Brothers, Inc. | 23,921 | $2.71M | 0.99% | +160+0.7% | Added |
| Resonant Capital Advisors, LLC | 23,921 | $2.71M | 0.13% | +1,124+4.9% | Added |
| 44 Wealth Management LLC | 23,916 | $2.71M | 0.90% | +100.0% | Added |
| Schear Investment Advisers, LLC | 23,912 | $2.71M | 0.91% | +722+3.1% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 23,838 | $2.70M | 1.90% | −1,298−5.2% | Reduced |
| Northwest Wealth Management, LLC | 23,813 | $2.70M | 0.36% | −731−3.0% | Reduced |
| Benson Wealth Management INC | 23,777 | $2.69M | 2.71% | −3,816−13.8% | Reduced |
| Grove Bank & Trust | 23,775 | $2.69M | 0.27% | +1,956+9.0% | Added |
| Anchor Capital Advisors LLC | 23,764 | $2.69M | 0.08% | −93,619−79.8% | Reduced |
| Disciplined Investors, L.L.C. | 23,743 | $2.69M | 1.34% | +1,152+5.1% | Added |
| WMG Financial Advisors, LLC | 23,728 | $2.69M | 1.01% | −90−0.4% | Reduced |
| Saxon Interests, Inc. | 23,696 | $2.68M | 0.74% | −1,138−4.6% | Reduced |
| Palisade Capital Management LLC | 23,663 | $2.68M | 0.12% | −40,014−62.8% | Reduced |
| American State Bank (Iowa) | 23,660 | $2.68M | 1.09% | +650+2.8% | Added |
| Pettee Investors, Inc. | 23,601 | $2.67M | 1.32% | −4,486−16.0% | Reduced |
| CWS Financial Advisors, LLC | 23,596 | $2.67M | 0.59% | +29+0.1% | Added |
| Ifrah Financial Services, Inc. | 23,591 | $2.67M | 0.65% | −248−1.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 23,567 | $2.67M | 0.42% | −884−3.6% | Reduced |
| Barr E S & Co | 23,520 | $2.66M | 0.15% | −1,650−6.6% | Reduced |
| Banco de Sabadell, S.A | 23,487 | $2.66M | 1.56% | +1,841+8.5% | Added |
| WBH Advisory Inc | 23,477 | $2.66M | 0.18% | −176−0.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 23,456 | $2.66M | 0.05% | +829+3.7% | Added |
| Intesa Sanpaolo S.p.A. | 23,426 | $2.65M | 0.09% | +1,152+5.2% | Added |
| Samjo Management, LLC | 23,385 | $2.65M | 0.90% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 23,357 | $2.65M | 0.52% | −66−0.3% | Reduced |
| OneAscent Financial Services LLC | 23,350 | $2.64M | 0.13% | +31+0.1% | Added |
| Global Financial Private Client, LLC | 23,331 | $2.64M | 0.72% | +416+1.8% | Added |
| LVW Advisors, LLC | 23,279 | $2.64M | 0.23% | +895+4.0% | Added |
| CNB Bank | 23,231 | $2.63M | 1.03% | +258+1.1% | Added |
| MJP Associates Inc | 23,202 | $2.63M | 0.29% | +250+1.1% | Added |
| Bull Harbor Capital LLC | 23,177 | $2.63M | 0.51% | −3,311−12.5% | Reduced |
| Orser Capital Management, LLC | 23,144 | $2.62M | 1.37% | −330−1.4% | Reduced |
| Dockside LLC | 23,102 | $2.62M | 0.61% | +23,102 | New |
| Williams Jones Wealth Management, LLC. | 23,085 | $2.61M | 0.03% | +85+0.4% | Added |
| Windsor Capital Management, LLC | 23,064 | $2.61M | 0.68% | −2,229−8.8% | Reduced |
| Uhlmann Price Securities, LLC | 23,055 | $2.61M | 0.10% | +40.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 22,751 | $2.61M | 0.09% | +3,777+19.9% | Added |
| Bluedoor Private Wealth, LLC | 22,999 | $2.60M | 1.10% | −322−1.4% | Reduced |
| Ashton Thomas Securities, LLC | 23,020 | $2.60M | 0.38% | +628+2.8% | Added |
| Chesapeake Wealth Management | 22,957 | $2.60M | 0.73% | −100.0% | Reduced |
| Concord Asset Management, LLC | 22,955 | $2.60M | 0.40% | −2,144−8.5% | Reduced |
| Wolff Wiese Magana LLC | 22,919 | $2.60M | 1.19% | −1,511−6.2% | Reduced |
| Iowa State Bank | 22,898 | $2.59M | 0.43% | −66−0.3% | Reduced |
| Certified Advisory Corp | 22,883 | $2.59M | 0.21% | −889−3.7% | Reduced |
| Postrock Partners LLC | 22,883 | $2.59M | 1.05% | 00.0% | Unchanged |
| SWP Investment Management LLC | 22,850 | $2.59M | 1.79% | +22,850 | New |
| Lincoln Capital LLC | 22,815 | $2.58M | 0.46% | +74+0.3% | Added |
| Granite Islands Private Wealth, LLC | 22,950 | $2.58M | 1.91% | +1,546+7.2% | Added |
| Central Valley Advisors, LLC | 22,790 | $2.58M | 0.66% | −1,739−7.1% | Reduced |
| Trustco Bank Corp N Y | 22,748 | $2.58M | 1.88% | −30−0.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 22,690 | $2.57M | 0.17% | +515+2.3% | Added |