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
Q3 2026 data is still coming in: 12 institutions have reported holding WMT so far. See Q3 2026
- Institutional holders
- 4,426
- +21 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
- 206
- 1,881 more added
- Sold out
- 185
- 1,865 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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Solidarilty Wealth, LLC | 22,641 | $2.56M | 0.45% | +13,924+159.7% | Added |
| Davis R M Inc | 22,609 | $2.56M | 0.04% | +606+2.8% | Added |
| Royal Capital Wealth Management, LLC | 22,545 | $2.55M | 1.43% | +23+0.1% | Added |
| Vickerman Investment Advisors, Inc. | 22,541 | $2.55M | 0.50% | −20,121−47.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 22,526 | $2.55M | 0.37% | +960+4.5% | Added |
| Accuvest Global Advisors | 22,517 | $2.55M | 2.19% | −4,606−17.0% | Reduced |
| Guardian Capital LP | 22,488 | $2.55M | 0.06% | +187+0.8% | Added |
| Quilter Plc | 22,477 | $2.55M | 0.04% | 00.0% | Unchanged |
| Kentucky Trust Co | 22,472 | $2.55M | 1.22% | −2,387−9.6% | Reduced |
| Convergence Financial, LLC | 22,440 | $2.54M | 0.20% | −5,944−20.9% | Reduced |
| TLWM | 22,434 | $2.54M | 0.41% | −103−0.5% | Reduced |
| Old Port Advisors | 22,432 | $2.54M | 0.50% | +120+0.5% | Added |
| Texas Bank & Trust Co | 22,429 | $2.54M | 0.83% | −725−3.1% | Reduced |
| Adirondack Trust Co | 22,429 | $2.54M | 0.76% | −391−1.7% | Reduced |
| Ruggiero Investments, Inc. | 22,426 | $2.54M | 2.16% | −2,040−8.3% | Reduced |
| Financial Management, Inc. | 22,416 | $2.54M | 2.08% | −797−3.4% | Reduced |
| Shum Financial Group, Inc. | 22,354 | $2.53M | 1.53% | +87+0.4% | Added |
| Summit Wealth Group LLC | 22,345 | $2.53M | 0.21% | +6,900+44.7% | Added |
| Winthrop Advisory Group LLC | 22,342 | $2.53M | 0.17% | −785−3.4% | Reduced |
| TKG Advisors, LLC | 22,325 | $2.53M | 0.88% | +935+4.4% | Added |
| Bell Bank | 22,265 | $2.52M | 0.10% | +860+4.0% | Added |
| Syverson Strege & Co | 22,256 | $2.52M | 0.55% | +40.0% | Added |
| Sax Wealth Advisors, LLC | 20,275 | $2.52M | 0.10% | +5,674+38.9% | Added |
| Trueblood Wealth Management, LLC | 22,201 | $2.51M | 0.88% | +195+0.9% | Added |
| Capital Management Associates | 22,200 | $2.51M | 3.24% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 22,148 | $2.51M | 0.25% | −103−0.5% | Reduced |
| Ridgepath Capital Management LLC | 22,123 | $2.51M | 1.11% | +116+0.5% | Added |
| Beaumont Asset Management, L.L.C. | 22,111 | $2.50M | 0.97% | −57−0.3% | Reduced |
| Prosperity Bancshares Inc | 22,107 | $2.50M | 1.64% | +1,495+7.3% | Added |
| Liberty Capital Management, Inc. | 22,102 | $2.50M | 0.43% | +22,102 | New |
| Beech Hill Advisors, Inc. | 22,072 | $2.50M | 1.11% | +337+1.6% | Added |
| McGuire Capital Advisors Inc | 22,050 | $2.50M | 1.36% | +357+1.6% | Added |
| Sky Investment Group LLC | 22,048 | $2.50M | 0.39% | +360+1.7% | Added |
| Morey & Quinn Wealth Partners, LLC | 22,037 | $2.50M | 1.61% | −870−3.8% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 22,034 | $2.50M | 2.96% | −45−0.2% | Reduced |
| First Commonwealth Financial Corp | 22,033 | $2.50M | 0.35% | +151+0.7% | Added |
| Uncommon Cents Investing LLC | 22,029 | $2.50M | 0.54% | +40+0.2% | Added |
| Hilton Head Capital Partners, LLC | 21,938 | $2.48M | 1.25% | −442−2.0% | Reduced |
| Harvey Capital Management Inc | 21,888 | $2.48M | 0.51% | −5,562−20.3% | Reduced |
| GFG Capital, LLC | 21,883 | $2.48M | 0.68% | +1,206+5.8% | Added |
| Wellspring Financial Advisors, LLC | 21,855 | $2.48M | 0.16% | −1,029−4.5% | Reduced |
| Midland Wealth Advisors LLC | 21,832 | $2.47M | 0.12% | −5,914−21.3% | Reduced |
| Anchyra Partners LLC | 21,832 | $2.47M | 0.59% | −327−1.5% | Reduced |
| Acumen Wealth Advisors, LLC | 21,818 | $2.47M | 0.52% | +11,389+109.2% | Added |
| Leonteq Securities AG | 21,755 | $2.46M | 0.15% | +6,778+45.3% | Added |
| S-Bank Fund Management Ltd | 21,718 | $2.46M | 0.33% | +21,718 | New |
| TrueWealth Advisors, LLC | 21,716 | $2.46M | 0.55% | +455+2.1% | Added |
| Roxbury Financial LLC | 21,716 | $2.46M | 1.94% | +55+0.3% | Added |
| Global Assets Advisory, LLC | 22,678 | $2.46M | 0.54% | −1,570−6.5% | Reduced |
| Advocate Group LLC | 21,674 | $2.45M | 0.37% | −674−3.0% | Reduced |
| X-Square Capital, LLC | 21,632 | $2.45M | 0.62% | +1,557+7.8% | Added |
| Littlejohn Financial Services, Inc. | 21,600 | $2.45M | 1.78% | −1,029−4.5% | Reduced |
| Lavaca Capital LLC | 21,525 | $2.44M | 0.25% | +1,589+8.0% | Added |
| Smith Thornton Advisors LLC | 21,234 | $2.44M | 1.07% | +881+4.3% | Added |
| Compass Capital Corp | 21,454 | $2.44M | 0.79% | +54+0.3% | Added |
| Cornerstone Select Advisors, LLC | 21,447 | $2.43M | 1.02% | +2,685+14.3% | Added |
| ORG Wealth Partners, LLC | 21,421 | $2.43M | 0.36% | +1,558+7.8% | Added |
| IFC Advisors LLC | 21,364 | $2.42M | 0.31% | −53−0.2% | Reduced |
| Ethos Financial Group, LLC | 21,167 | $2.41M | 0.16% | +993+4.9% | Added |
| BancFirst Trust & Investment Management | 21,050 | $2.41M | 1.02% | +512+2.5% | Added |
| Sound Income Strategies, LLC | 21,271 | $2.41M | 0.11% | −309−1.4% | Reduced |
| Gateway Wealth Partners, LLC | 21,229 | $2.40M | 0.14% | −15,740−42.6% | Reduced |
| Simplex Trading, LLC | 21,221 | $2.40M | 0.06% | +21,221 | New |
| Intellectus Partners, LLC | 21,175 | $2.40M | 0.42% | +377+1.8% | Added |
| Cambient Family Office, LLC | 21,159 | $2.40M | 0.29% | −232−1.1% | Reduced |
| Farmers National Bank | 21,157 | $2.40M | 0.50% | −769−3.5% | Reduced |
| Live Oak Private Wealth LLC | 21,156 | $2.40M | 0.30% | −250−1.2% | Reduced |
| Vigilare Wealth Management | 21,155 | $2.40M | 0.73% | −56−0.3% | Reduced |
| Davis Capital Management | 21,129 | $2.39M | 1.42% | −420−1.9% | Reduced |
| Rothschild Capital Partners, LLC | 21,110 | $2.39M | 0.51% | +22+0.1% | Added |
| World Equity Group, Inc. | 21,035 | $2.38M | 0.53% | −2,840−11.9% | Reduced |
| Rydar Equities, Inc. | 20,976 | $2.38M | 1.34% | +2,356+12.7% | Added |
| TCI Wealth Advisors, Inc. | 21,016 | $2.38M | 0.10% | −366−1.7% | Reduced |
| First Western Trust Bank | 20,999 | $2.38M | 0.12% | −686−3.2% | Reduced |
| Hartford Funds Management Co LLC | 20,866 | $2.36M | 0.19% | +1,160+5.9% | Added |
| Sherry Group, Inc. | 20,609 | $2.36M | 2.31% | +100+0.5% | Added |
| Redwood Investment Management, LLC | 20,826 | $2.36M | 0.23% | −966−4.4% | Reduced |
| Missouri Trust & Investment Co | 21,210 | $2.36M | 0.64% | −30−0.1% | Reduced |
| KC Investment Advisors, LLC | 20,802 | $2.36M | 0.45% | +231+1.1% | Added |
| First National Bank & Trust Co of Newtown | 21,111 | $2.35M | 0.48% | −135−0.6% | Reduced |
| Montecito Bank & Trust | 20,722 | $2.35M | 0.35% | −177−0.8% | Reduced |
| Nova R Wealth, Inc. | 20,721 | $2.35M | 0.68% | +80+0.4% | Added |
| Perennial Investment Advisors, LLC | 20,689 | $2.34M | 0.16% | +2,788+15.6% | Added |
| Optas, LLC | 20,683 | $2.34M | 0.33% | −799−3.7% | Reduced |
| Meadowbrook Advisors Group, LLC | 20,666 | $2.34M | 1.25% | −1,972−8.7% | Reduced |
| AustralianSuper Pty Ltd | 20,637 | $2.34M | 0.01% | −788,406−97.4% | Reduced |
| GWN Securities Inc. | 20,623 | $2.34M | 0.39% | +740+3.7% | Added |
| Orrstown Financial Services Inc | 20,612 | $2.33M | 0.35% | −396−1.9% | Reduced |
| KFG Wealth Management, LLC | 20,545 | $2.33M | 0.26% | −1,676−7.5% | Reduced |
| Purkiss Capital Advisors LLC | 20,521 | $2.32M | 0.88% | +486+2.4% | Added |
| R.m.sincerbeaux Capital Management LLC | 20,500 | $2.32M | 1.23% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 20,473 | $2.32M | 0.39% | +3,014+17.3% | Added |
| Clear Creek Financial Management, LLC | 20,425 | $2.31M | 0.15% | +618+3.1% | Added |
| Boston Family Office LLC | 20,422 | $2.31M | 0.14% | +206+1.0% | Added |
| Hanson & Doremus Investment Management | 20,396 | $2.31M | 0.24% | −2,718−11.8% | Reduced |
| Costello Asset Management, INC | 20,388 | $2.31M | 0.69% | −759−3.6% | Reduced |
| Brian Low Financial Group, LLC | 20,371 | $2.31M | 1.35% | +12,971+175.3% | Added |
| Fire Capital Management LLC | 20,353 | $2.31M | 0.94% | +530+2.7% | Added |
| Gallagher Capital Advisors, LLC | 20,299 | $2.30M | 1.33% | −39−0.2% | Reduced |
| Allied Investment Advisors, LLC | 20,284 | $2.30M | 0.29% | −240−1.2% | Reduced |