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 |
|---|---|---|---|---|---|
| Miramontes Capital, LLC | 17,811 | $2.02M | 0.63% | +104+0.6% | Added |
| Baker Ellis Asset Management LLC | 17,767 | $2.01M | 0.21% | +80+0.5% | Added |
| Arista Wealth Management, LLC | 17,767 | $2.01M | 0.22% | +1,261+7.6% | Added |
| Defiance ETFs, LLC | 18,475 | $2.01M | 0.03% | +3,788+25.8% | Added |
| Iams Wealth Management, LLC | 17,716 | $2.01M | 0.60% | +2,702+18.0% | Added |
| Fulcrum Wealth Advisors, LLC | 17,632 | $2.00M | 1.53% | +11,563+190.5% | Added |
| Rice Partnership, LLC | 17,617 | $2.00M | 0.24% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 17,514 | $1.98M | 0.67% | +1,800+11.5% | Added |
| Marino, Stram & Associates LLC | 17,493 | $1.98M | 0.32% | −56−0.3% | Reduced |
| Klingman & Associates, LLC | 17,466 | $1.98M | 0.08% | +798+4.8% | Added |
| Capstone Financial Advisors, Inc. | 17,435 | $1.97M | 0.10% | +195+1.1% | Added |
| Brown Financial Advisors | 17,383 | $1.97M | 0.69% | −548−3.1% | Reduced |
| Stokes Capital Advisors, LLC | 17,383 | $1.97M | 0.42% | +2,295+15.2% | Added |
| Plan Group Financial, LLC | 17,382 | $1.97M | 0.41% | −4,702−21.3% | Reduced |
| Wealthspan Partners, LLC | 17,347 | $1.96M | 0.62% | −149−0.9% | Reduced |
| FCG Investment Co | 17,338 | $1.96M | 0.68% | −6,786−28.1% | Reduced |
| Waterfront Wealth Inc. | 17,208 | $1.96M | 0.30% | +1,108+6.9% | Added |
| Annex Advisory Services, LLC | 17,303 | $1.96M | 0.03% | −244−1.4% | Reduced |
| Patton Fund Management, Inc. | 17,295 | $1.96M | 0.42% | −8,681−33.4% | Reduced |
| Inlet Private Wealth, LLC | 17,292 | $1.96M | 0.48% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 17,287 | $1.96M | 0.07% | −47−0.3% | Reduced |
| Cypress Wealth Services, LLC | 17,284 | $1.96M | 0.24% | +540+3.2% | Added |
| Red Wave Investments LLC | 17,227 | $1.95M | 0.50% | +110+0.6% | Added |
| Sheets Smith Wealth Management | 17,226 | $1.95M | 0.20% | −29−0.2% | Reduced |
| Jackson Square Capital, LLC | 17,226 | $1.95M | 0.27% | −110−0.6% | Reduced |
| Catalyst Capital Advisors LLC | 17,225 | $1.95M | 0.03% | −460−2.6% | Reduced |
| HHM Wealth Advisors, LLC | 17,218 | $1.95M | 0.20% | +243+1.4% | Added |
| Alta Advisers Ltd | 17,213 | $1.95M | 0.44% | 00.0% | Unchanged |
| Manchester Financial Inc | 17,208 | $1.95M | 0.35% | +17,208 | New |
| Spreng Capital Management, Inc. | 17,199 | $1.95M | 0.71% | −175−1.0% | Reduced |
| First Hawaiian Bank | 17,178 | $1.95M | 0.25% | 00.0% | Unchanged |
| Net Worth Advisory Group | 17,172 | $1.94M | 0.49% | −1,061−5.8% | Reduced |
| Compass Financial Management LLC | 17,336 | $1.94M | 0.24% | +17,336 | New |
| Somerset Group LLC | 17,008 | $1.94M | 1.36% | +210+1.3% | Added |
| Virtue Asset Management LLC | 17,095 | $1.94M | 1.36% | −144−0.8% | Reduced |
| Wealth Management Partners, LLC | 17,048 | $1.93M | 0.45% | +369+2.2% | Added |
| Geneva Capital Management LLC | 17,032 | $1.93M | 0.04% | −2,484−12.7% | Reduced |
| Impact Partnership Wealth, LLC | 17,025 | $1.93M | 0.19% | −14,701−46.3% | Reduced |
| BayBridge Capital Group, LLC | 17,008 | $1.93M | 1.00% | −861−4.8% | Reduced |
| Louisbourg Investments Inc. | 17,000 | $1.93M | 0.36% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 16,999 | $1.93M | 0.44% | −141−0.8% | Reduced |
| Investment Partners, Ltd. | 16,924 | $1.92M | 0.60% | −1,705−9.2% | Reduced |
| Fulcrum Equity Management | 16,900 | $1.91M | 1.55% | +68+0.4% | Added |
| Simplify Asset Management Inc. | 16,890 | $1.91M | 0.03% | +2,673+18.8% | Added |
| TRB Wealth Management, LLC | 16,882 | $1.91M | 0.25% | −1,387−7.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 16,871 | $1.91M | 0.30% | +338+2.0% | Added |
| Aventura Private Wealth, LLC | 16,815 | $1.90M | 0.58% | −602−3.5% | Reduced |
| Portside Wealth Group, LLC | 16,812 | $1.90M | 0.22% | +2,533+17.7% | Added |
| Affiance Financial, LLC | 16,789 | $1.90M | 0.27% | −1,733−9.4% | Reduced |
| SHUTTLEWORTH & Co | 16,788 | $1.90M | 1.52% | +1,140+7.3% | Added |
| Bill Few Associates, Inc. | 16,785 | $1.90M | 0.41% | +477+2.9% | Added |
| Apex Wealth Management, LLC | 16,775 | $1.90M | 1.16% | +9+0.1% | Added |
| Phillips Wealth Planners LLC | 17,019 | $1.90M | 1.40% | +32+0.2% | Added |
| Jones Kertz & Associates, Inc. | 16,751 | $1.90M | 0.87% | −2,400−12.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 16,715 | $1.89M | 0.11% | +2,501+17.6% | Added |
| Tred Avon Family Wealth, LLC | 16,657 | $1.89M | 0.58% | −55−0.3% | Reduced |
| D'Orazio & Associates, Inc. | 16,636 | $1.88M | 0.22% | −145−0.9% | Reduced |
| Baldwin Investment Management, LLC | 16,621 | $1.88M | 0.18% | +5,034+43.4% | Added |
| Papp L Roy & Associates | 16,598 | $1.88M | 0.20% | −550−3.2% | Reduced |
| Sunburst Financial Group, LLC | 16,548 | $1.87M | 0.31% | −88−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 16,543 | $1.87M | 0.12% | −132−0.8% | Reduced |
| First Financial Bank - Trust Division | 16,516 | $1.87M | 0.13% | −162−1.0% | Reduced |
| Paradigm Asset Management Co LLC | 16,500 | $1.87M | 0.40% | −5,836−26.1% | Reduced |
| Enhancing Capital LLC | 16,500 | $1.87M | 1.28% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 16,473 | $1.87M | 0.21% | +711+4.5% | Added |
| MWA Asset Management | 16,446 | $1.86M | 0.84% | −142−0.9% | Reduced |
| NBH Bank | 16,432 | $1.86M | 0.78% | +16,432 | New |
| KWB Wealth | 16,395 | $1.86M | 0.16% | −301−1.8% | Reduced |
| Hills Bank & Trust Co | 16,346 | $1.85M | 0.08% | +2,529+18.3% | Added |
| Colton Groome Financial Advisors, LLC | 16,343 | $1.85M | 0.45% | +121+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 16,325 | $1.85M | 0.41% | +9,351+134.1% | Added |
| Peoples Bank | 16,305 | $1.85M | 1.79% | −145−0.9% | Reduced |
| QTR Family Wealth, LLC | 16,303 | $1.85M | 0.64% | −882−5.1% | Reduced |
| CRA Financial Services, LLC | 16,301 | $1.85M | 0.21% | +335+2.1% | Added |
| Westpac Banking Corp | 16,289 | $1.84M | 0.11% | −24,198−59.8% | Reduced |
| Lake Street Financial LLC | 16,272 | $1.84M | 0.21% | −315−1.9% | Reduced |
| Floyd Financial Group LLC | 16,187 | $1.84M | 1.20% | −966−5.6% | Reduced |
| Crews Bank & Trust | 16,217 | $1.84M | 0.24% | +492+3.1% | Added |
| Elevated Private Wealth, LLC | 16,213 | $1.84M | 1.75% | +16,213 | New |
| Creative Financial Designs Inc | 16,213 | $1.84M | 0.09% | +1,825+12.7% | Added |
| LOM Asset Management Ltd | 16,194 | $1.83M | 0.47% | +1,375+9.3% | Added |
| Souders Financial Advisors | 16,190 | $1.83M | 0.18% | +207+1.3% | Added |
| Quintet Private Bank (Europe) S.A. | 16,178 | $1.83M | 0.11% | −1,731−9.7% | Reduced |
| Element Wealth, LLC | 16,176 | $1.83M | 0.69% | −134−0.8% | Reduced |
| Wisconsin Wealth Advisors, LLC | 16,170 | $1.83M | 1.57% | −187−1.1% | Reduced |
| Verus Capital Partners, LLC | 16,161 | $1.83M | 0.10% | +265+1.7% | Added |
| Bank of Nova Scotia Trust Co | 16,063 | $1.82M | 0.15% | +50.0% | Added |
| Hartford Financial Management Inc. | 16,058 | $1.82M | 0.41% | −14−0.1% | Reduced |
| Wincap Financial LLC | 16,019 | $1.81M | 0.98% | +873+5.8% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 16,000 | $1.81M | 0.29% | +8,000+100.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15,994 | $1.81M | 0.09% | −775−4.6% | Reduced |
| Falcon Wealth Planning | 15,975 | $1.81M | 0.11% | −1,084−6.4% | Reduced |
| Eagle Global Advisors LLC | 15,944 | $1.81M | 0.06% | +34+0.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 15,938 | $1.81M | 0.10% | +100+0.6% | Added |
| Rayburn West Financial Services LLC | 15,933 | $1.80M | 0.99% | −15−0.1% | Reduced |
| Intrua Financial, LLC | 15,929 | $1.80M | 0.17% | −256−1.6% | Reduced |
| North Star Asset Management Inc | 15,926 | $1.80M | 0.07% | −96−0.6% | Reduced |
| Ullmann Financial Group, Inc. | 15,902 | $1.80M | 0.16% | +193+1.2% | Added |
| Independent Solutions Wealth Management, LLC | 15,896 | $1.80M | 0.23% | −81−0.5% | Reduced |
| Pin Oak Investment Advisors Inc | 15,839 | $1.79M | 1.28% | −338−2.1% | Reduced |