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 8 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: 24 institutions have reported holding WMT so far. See Q3 2026
- Institutional holders
- 4,427
- +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
- 1,882 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 | 4,468 | $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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 15,806 | $1.79M | 0.26% | −45−0.3% | Reduced |
| Mairs & Power Inc | 15,800 | $1.79M | 0.02% | +100+0.6% | Added |
| LongView Wealth Management | 15,792 | $1.79M | 0.46% | +10+0.1% | Added |
| Laraway Financial Inc | 15,781 | $1.79M | 1.08% | +50.0% | Added |
| Green Harvest Asset Management LLC | 15,774 | $1.79M | 0.02% | +5,272+50.2% | Added |
| Advocate Investing Services LLC | 15,768 | $1.79M | 1.38% | +10.0% | Added |
| Winning Points Advisors, LLC | 15,762 | $1.79M | 2.35% | +50.0% | Added |
| Hurlow Wealth Management Group, Inc. | 15,756 | $1.78M | 0.37% | +73+0.5% | Added |
| Breakwater Capital Group | 15,747 | $1.78M | 0.21% | +364+2.4% | Added |
| Dillon & Associates Inc | 15,775 | $1.78M | 0.22% | −297−1.8% | Reduced |
| Trust Co | 15,740 | $1.78M | 0.16% | −2,943−15.8% | Reduced |
| TrustBank | 15,724 | $1.78M | 0.60% | −926−5.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,702 | $1.78M | 0.55% | −272−1.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 15,690 | $1.78M | 1.04% | −937−5.6% | Reduced |
| W Advisors, LLC | 15,662 | $1.77M | 0.81% | +2,406+18.2% | Added |
| Beutel, Goodman & Co Ltd. | 15,655 | $1.77M | 0.01% | −1,738−10.0% | Reduced |
| Atlas Brown,Inc. | 15,643 | $1.77M | 0.48% | −702−4.3% | Reduced |
| Abbot Financial Management, Inc. | 15,641 | $1.77M | 0.65% | 00.0% | Unchanged |
| Samara Investment Management, LLC | 15,607 | $1.77M | 1.63% | +454+3.0% | Added |
| Community Bank of Raymore | 15,600 | $1.77M | 1.04% | +2,800+21.9% | Added |
| Wealth Quarterback LLC | 15,569 | $1.76M | 0.54% | −267−1.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 15,544 | $1.76M | 0.51% | −101−0.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 15,537 | $1.76M | 1.00% | −279−1.8% | Reduced |
| Armor Investment Advisors, LLC | 15,483 | $1.75M | 0.56% | −68−0.4% | Reduced |
| Cornerstone Advisory, LLC | 15,446 | $1.75M | 0.15% | +163+1.1% | Added |
| Fearless Solutions, LLC dba Best Invest | 15,404 | $1.74M | 0.92% | 00.0% | Unchanged |
| Legacy Financial Independent Advisors LLC | 15,390 | $1.74M | 0.82% | +6,453+72.2% | Added |
| Wetzel Investment Advisors, Inc. | 15,383 | $1.74M | 0.60% | −4,844−23.9% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 15,366 | $1.74M | 1.20% | 00.0% | Unchanged |
| Clare Market Investments LLC | 15,336 | $1.74M | 0.32% | +1,673+12.2% | Added |
| Bluebird Wealth Management LLC | 15,330 | $1.74M | 1.51% | −515−3.3% | Reduced |
| SeaCrest Wealth Management, LLC | 15,314 | $1.73M | 0.19% | −10,834−41.4% | Reduced |
| Tennessee Valley Asset Management Partners | 15,294 | $1.73M | 0.19% | +1,882+14.0% | Added |
| Kovitz Investment Group Partners, LLC | 15,276 | $1.73M | 0.04% | +303+2.0% | Added |
| GTS Securities LLC | 15,232 | $1.73M | 0.04% | −19,313−55.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 15,216 | $1.72M | 0.17% | +270+1.8% | Added |
| MB, Levis & Associates, LLC | 15,214 | $1.72M | 0.63% | +37+0.2% | Added |
| Fortress Private Ledger, LLC | 15,205 | $1.72M | 0.47% | +314+2.1% | Added |
| Crumly & Associates Inc. | 15,200 | $1.72M | 0.33% | +113+0.7% | Added |
| Traphagen Investment Advisors LLC | 15,200 | $1.72M | 0.12% | +354+2.4% | Added |
| American Capital Advisory, LLC | 15,158 | $1.72M | 0.63% | +20.0% | Added |
| Compass Financial Group, INC | 15,153 | $1.72M | 0.20% | +10.0% | Added |
| Family Management Corp | 15,144 | $1.72M | 0.18% | −723−4.6% | Reduced |
| McAdam, LLC | 15,133 | $1.71M | 0.07% | +542+3.7% | Added |
| Acorns Advisers, LLC | 15,128 | $1.71M | 0.01% | +2,124+16.3% | Added |
| Bullock Wealth Management Group | 15,731 | $1.71M | 0.74% | +5,052+47.3% | Added |
| Worth Financial Advisory Group, LLC | 15,094 | $1.71M | 0.71% | +15,094 | New |
| Birchbrook, Inc. | 15,090 | $1.71M | 0.80% | −1,439−8.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 15,078 | $1.71M | 1.03% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 15,077 | $1.71M | 0.11% | −2,493−14.2% | Reduced |
| Interchange Capital Partners, LLC | 15,067 | $1.71M | 0.32% | +6,857+83.5% | Added |
| Crescent Sterling, Ltd. | 15,058 | $1.71M | 1.53% | +40.0% | Added |
| Range Advisory, LLC | 15,054 | $1.70M | 0.20% | −3,624−19.4% | Reduced |
| Total Investment Management Inc | 15,284 | $1.70M | 0.18% | −39−0.3% | Reduced |
| CORDA Investment Management, LLC. | 15,003 | $1.70M | 0.10% | +509+3.5% | Added |
| Inspire Advisors, LLC | 15,005 | $1.70M | 0.12% | +1,308+9.5% | Added |
| Sawgrass Asset Management LLC | 14,989 | $1.70M | 0.22% | −1,647−9.9% | Reduced |
| Cim Investment Mangement Inc | 14,976 | $1.70M | 0.41% | −1,515−9.2% | Reduced |
| Donaldson Capital Management, LLC | 14,961 | $1.69M | 0.05% | +740+5.2% | Added |
| HMS Capital Management, LLC | 14,958 | $1.69M | 0.63% | +70.0% | Added |
| VisionPoint Advisory Group, LLC | 14,913 | $1.69M | 0.28% | +292+2.0% | Added |
| Formuepleje A/S | 14,912 | $1.69M | 0.13% | +14,912 | New |
| TSFG, LLC | 14,893 | $1.69M | 0.21% | +1,213+8.9% | Added |
| Eagle Wealth Advisors LLC | 14,855 | $1.68M | 1.28% | +3,545+31.3% | Added |
| Alta Wealth Advisors LLC | 14,812 | $1.68M | 0.45% | −495−3.2% | Reduced |
| Bridgewealth Advisory Group, LLC | 14,810 | $1.68M | 0.32% | −157−1.0% | Reduced |
| Cape Ann Savings Bank | 14,808 | $1.68M | 0.79% | −70−0.5% | Reduced |
| ProVise Management Group, LLC | 14,800 | $1.68M | 0.11% | −207−1.4% | Reduced |
| Solstein Capital, LLC | 14,799 | $1.68M | 0.57% | 00.0% | Unchanged |
| Aspiriant, LLC | 14,793 | $1.68M | 0.04% | +2,784+23.2% | Added |
| Victory Financial Group, LLC | 14,740 | $1.67M | 0.18% | −2,277−13.4% | Reduced |
| Wiser Advisor Group LLC | 14,732 | $1.67M | 1.83% | −12−0.1% | Reduced |
| Ark Wealth Advisors LLC | 14,729 | $1.67M | 1.48% | +614+4.3% | Added |
| Founders Financial Securities LLC | 14,723 | $1.67M | 0.09% | −16,932−53.5% | Reduced |
| Gould Asset Management LLC | 14,721 | $1.67M | 0.26% | −661−4.3% | Reduced |
| Steadtrust LLC | 14,719 | $1.67M | 0.84% | −32−0.2% | Reduced |
| Aristotle Atlantic Partners, LLC | 14,715 | $1.67M | 0.07% | 00.0% | Unchanged |
| Invst, LLC | 14,690 | $1.66M | 0.16% | −716−4.6% | Reduced |
| JM2 Capital Inc. | 14,689 | $1.66M | 1.14% | +216+1.5% | Added |
| Parcion Private Wealth LLC | 14,658 | $1.66M | 0.09% | −3,710−20.2% | Reduced |
| Monticello Wealth Management, LLC | 14,654 | $1.66M | 0.09% | +2,087+16.6% | Added |
| UMA Financial Services, Inc. | 14,634 | $1.66M | 0.20% | −105−0.7% | Reduced |
| Abel Hall, LLC | 14,614 | $1.66M | 0.29% | −1,717−10.5% | Reduced |
| First Command Advisory Services, Inc. | 14,612 | $1.65M | 0.01% | −7,465−33.8% | Reduced |
| Walker Financial Services, Inc. | 14,609 | $1.65M | 0.51% | +6,778+86.6% | Added |
| Curbstone Financial Management Corp | 14,574 | $1.65M | 0.28% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 14,563 | $1.65M | 0.75% | −208−1.4% | Reduced |
| Archetype Wealth Partners | 14,558 | $1.65M | 0.20% | +266+1.9% | Added |
| Fiduciary Family Office, LLC | 14,557 | $1.65M | 0.41% | −333−2.2% | Reduced |
| Summa Corp. | 14,537 | $1.65M | 0.52% | −76−0.5% | Reduced |
| KMG Fiduciary Partners, LLC | 14,523 | $1.64M | 0.15% | −6,241−30.1% | Reduced |
| Z3 Capital Partners, LLC | 14,522 | $1.64M | 0.35% | −134−0.9% | Reduced |
| Evansbrook LLC | 14,495 | $1.64M | 0.98% | +85+0.6% | Added |
| Howard Financial Services, Ltd. | 14,487 | $1.64M | 0.16% | +671+4.9% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $1.64M | 0.39% | 0 | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 14,462 | $1.64M | 0.04% | −2,868−16.5% | Reduced |
| Maryland Capital Advisors Inc. | 14,386 | $1.63M | 0.52% | +14,386 | New |
| Bayesian Capital Management, LP | 14,380 | $1.63M | 1.04% | +14,380 | New |
| Lee Financial Co | 14,380 | $1.63M | 0.21% | −163−1.1% | Reduced |
| Sunpointe, LLC | 14,340 | $1.62M | 0.46% | −12,428−46.4% | Reduced |