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 |
|---|---|---|---|---|---|
| Accredited Investors Inc. | 14,323 | $1.62M | 0.07% | +314+2.2% | Added |
| Ellenbecker Investment Group | 14,319 | $1.62M | 0.19% | +50.0% | Added |
| Moody Lynn & Lieberson, LLC | 14,311 | $1.62M | 0.09% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 14,311 | $1.62M | 0.87% | −501−3.4% | Reduced |
| Riverbend Wealth Management, LLC | 14,250 | $1.61M | 0.82% | +516+3.8% | Added |
| Willis Johnson & Associates, Inc. | 14,235 | $1.61M | 0.09% | −4,017−22.0% | Reduced |
| Lakeshore Capital Group, Inc. | 14,230 | $1.61M | 1.19% | −61−0.4% | Reduced |
| Core Wealth Partners LLC | 14,226 | $1.61M | 0.69% | −3,354−19.1% | Reduced |
| Rocky Mountain Advisers, LLC | 14,221 | $1.61M | 0.41% | −3,600−20.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 14,203 | $1.61M | 0.92% | +4,816+51.3% | Added |
| Holcombe Financial, Inc. | 14,176 | $1.61M | 0.91% | −152−1.1% | Reduced |
| Cowa, LLC | 14,169 | $1.60M | 0.40% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 4,677 | $1.60M | 0.48% | −7,269−60.8% | Reduced |
| Probity Advisors, Inc. | 14,155 | $1.60M | 0.23% | −185−1.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 14,143 | $1.60M | 0.12% | −252−1.8% | Reduced |
| Virtus Investment Advisers, Inc. | 14,127 | $1.60M | 0.37% | −2,101−12.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 14,096 | $1.60M | 0.20% | −205−1.4% | Reduced |
| Insight Advisors, LLC | 14,077 | $1.59M | 0.28% | −491−3.4% | Reduced |
| Greenfield Savings Bank | 14,072 | $1.59M | 0.60% | +124+0.9% | Added |
| Cim, LLC | 14,066 | $1.59M | 0.21% | +14,066 | New |
| Forteris Wealth Management Inc. | 14,052 | $1.59M | 1.30% | 00.0% | Unchanged |
| Clearwave Capital, LLC | 14,050 | $1.59M | 0.88% | +283+2.1% | Added |
| 4WEALTH Advisors, Inc. | 13,857 | $1.59M | 1.22% | +33+0.2% | Added |
| White Lighthouse Investment Management Inc. | 14,010 | $1.59M | 0.20% | −30.0% | Reduced |
| Wealth Intelligence, LLC | 14,009 | $1.59M | 0.74% | +153+1.1% | Added |
| Drake & Associates, LLC | 13,978 | $1.58M | 0.27% | −4,683−25.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 13,967 | $1.58M | 0.55% | −160−1.1% | Reduced |
| LCNB Corp | 13,898 | $1.57M | 0.48% | +19+0.1% | Added |
| Richards, Merrill & Peterson, Inc. | 13,892 | $1.57M | 0.50% | +99+0.7% | Added |
| InTrack Investment Management Inc | 13,890 | $1.57M | 0.78% | −238−1.7% | Reduced |
| Blackston Financial Advisory Group, LLC | 13,874 | $1.57M | 0.89% | −58−0.4% | Reduced |
| Augustine Asset Management Inc | 13,849 | $1.57M | 0.32% | −1,676−10.8% | Reduced |
| S.A. Mason LLC | 13,844 | $1.57M | 0.48% | +259+1.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,835 | $1.57M | 0.85% | +210+1.5% | Added |
| Generation Capital Management LLC | 13,804 | $1.56M | 0.96% | 00.0% | Unchanged |
| Strategic Investment Advisors | 13,792 | $1.56M | 0.09% | −1,330−8.8% | Reduced |
| Great Diamond Partners, LLC | 13,789 | $1.56M | 0.27% | −9−0.1% | Reduced |
| EdgeRock Capital LLC | 13,766 | $1.56M | 0.36% | +81+0.6% | Added |
| Ceredex Value Advisors LLC | 13,746 | $1.56M | 0.04% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 13,739 | $1.56M | 0.10% | +200+1.5% | Added |
| BankChampaign, National Association | 13,727 | $1.55M | 1.19% | +277+2.1% | Added |
| Stonebridge Financial Group, LLC | 13,705 | $1.55M | 1.03% | +308+2.3% | Added |
| Revolve Wealth Partners, LLC | 13,701 | $1.55M | 0.16% | +3,774+38.0% | Added |
| West Family Investments, Inc. | 13,700 | $1.55M | 0.45% | −2,046−13.0% | Reduced |
| Fortis Capital Advisors, LLC | 13,653 | $1.55M | 0.17% | +4,667+51.9% | Added |
| Winthrop Capital Management, LLC | 13,619 | $1.54M | 0.37% | +17+0.1% | Added |
| Impact Capital Partners LLC | 13,610 | $1.54M | 0.42% | +111+0.8% | Added |
| Integrity Advisory Solutions, LLC | 13,596 | $1.54M | 0.16% | +2,366+21.1% | Added |
| United Community Bank | 13,590 | $1.54M | 0.48% | −219−1.6% | Reduced |
| Stone Wealth Partners | 13,576 | $1.54M | 1.12% | +517+4.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 13,565 | $1.54M | 2.09% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 13,510 | $1.53M | 0.47% | −19−0.1% | Reduced |
| Grace & White Inc | 13,500 | $1.53M | 0.24% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 13,480 | $1.53M | 0.78% | −5,631−29.5% | Reduced |
| Chapin Davis, Inc. | 13,469 | $1.53M | 0.27% | −1,081−7.4% | Reduced |
| AA Financial Advisors, LLC | 13,468 | $1.53M | 0.18% | +754+5.9% | Added |
| Advisory Solutions Group, LLC | 13,467 | $1.53M | 0.52% | +13,467 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 13,458 | $1.52M | 0.51% | −392−2.8% | Reduced |
| Corsicana & Co. | 13,454 | $1.52M | 0.74% | +5,090+60.9% | Added |
| Cary Street Partner Investment Advisory LLC | 13,442 | $1.52M | 0.31% | +459+3.5% | Added |
| L.K. Benson & Company, P.C. | 13,420 | $1.52M | 0.46% | 00.0% | Unchanged |
| Income Insurance Ltd | 13,412 | $1.52M | 0.91% | 00.0% | Unchanged |
| Vann Equity Management LLC | 13,408 | $1.52M | 0.92% | +1,969+17.2% | Added |
| Philadelphia Investment Partners, LLC | 13,402 | $1.52M | 0.95% | +1,780+15.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 13,402 | $1.52M | 0.23% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 13,364 | $1.51M | 0.31% | −214−1.6% | Reduced |
| O'Rourke & Company, Inc | 13,349 | $1.51M | 0.53% | +124+0.9% | Added |
| MN Wealth Advisors, LLC | 13,322 | $1.51M | 0.64% | −196−1.4% | Reduced |
| Brookwood Investment Group LLC | 13,312 | $1.51M | 0.17% | +1,782+15.5% | Added |
| Childress Capital Advisors, LLC | 13,307 | $1.51M | 0.25% | −1,297−8.9% | Reduced |
| Beacon Financial Advisory LLC | 13,307 | $1.51M | 0.30% | +234+1.8% | Added |
| Gerald Baker Financial Group LLC | 13,286 | $1.50M | 0.43% | +55+0.4% | Added |
| San Luis Wealth Advisors LLC | 13,276 | $1.50M | 0.23% | −20.0% | Reduced |
| Fort Sheridan Advisors LLC | 13,275 | $1.50M | 0.16% | 00.0% | Unchanged |
| M&G Plc | 13,302 | $1.50M | 0.01% | −29,122−68.6% | Reduced |
| Adelphi Trust Co | 13,234 | $1.50M | 0.99% | +1,701+14.7% | Added |
| Romano Brothers and Company | 13,218 | $1.50M | 0.15% | +7+0.1% | Added |
| Pinnacle Holdings, LLC | 13,218 | $1.50M | 0.46% | −472−3.4% | Reduced |
| Asset Management Group, Inc. | 13,216 | $1.50M | 0.22% | +49+0.4% | Added |
| Pacific Point Advisors, LLC | 13,211 | $1.50M | 0.68% | −1,911−12.6% | Reduced |
| Proathlete Wealth Management LLC | 13,206 | $1.50M | 0.37% | −25−0.2% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 13,205 | $1.50M | 0.17% | +13,205 | New |
| Gilman Hill Asset Management, LLC | 13,199 | $1.49M | 0.20% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 13,196 | $1.49M | 0.19% | +172+1.3% | Added |
| Bauman Advisory Group, LLC | 13,189 | $1.49M | 0.79% | +3,908+42.1% | Added |
| International Private Wealth Advisors LLC | 13,168 | $1.49M | 0.77% | +2,946+28.8% | Added |
| Milestone Asset Management, LLC | 13,154 | $1.49M | 0.23% | +587+4.7% | Added |
| Sentinus, LLC | 13,141 | $1.49M | 0.12% | −2,044−13.5% | Reduced |
| Legacy Financial Group, Inc. | 13,137 | $1.49M | 0.35% | −157−1.2% | Reduced |
| Planning Project LLC | 14,114 | $1.48M | 0.30% | +14,114 | New |
| Greykasell Wealth Strategies, Inc. | 13,062 | $1.48M | 0.54% | −459−3.4% | Reduced |
| BOCHK Asset Management Ltd | 13,000 | $1.47M | 0.23% | −26,000−66.7% | Reduced |
| Clarus Group, Inc. | 12,957 | $1.47M | 0.50% | −613−4.5% | Reduced |
| City State Bank | 12,946 | $1.47M | 0.34% | −108−0.8% | Reduced |
| Mainstream Capital Management LLC | 12,939 | $1.47M | 0.88% | −203−1.5% | Reduced |
| Security Financial Services, INC. | 12,923 | $1.46M | 0.20% | −177−1.4% | Reduced |
| TownSquare Capital, LLC | 12,913 | $1.46M | 0.27% | +202+1.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,912 | $1.46M | 0.00% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 12,905 | $1.46M | 0.14% | +56+0.4% | Added |
| Root Financial Partners, LLC | 12,881 | $1.46M | 0.06% | +97+0.8% | Added |