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 |
|---|---|---|---|---|---|
| Arwa LLC | 12,664 | $1.46M | 0.60% | −152−1.2% | Reduced |
| Generali Investments, Management Co LLC | 12,807 | $1.45M | 0.32% | +1,032+8.8% | Added |
| Wilkins Investment Counsel Inc | 12,806 | $1.45M | 0.20% | −700−5.2% | Reduced |
| Marest Capital, LLC | 12,782 | $1.45M | 0.72% | +58+0.5% | Added |
| Basecamp Wealth Advisors LLC | 12,747 | $1.44M | 0.27% | −50.0% | Reduced |
| Cahaba Wealth Management, Inc. | 12,739 | $1.44M | 0.09% | −244−1.9% | Reduced |
| Flatrock Wealth Partners LLC | 12,738 | $1.44M | 0.57% | −2,309−15.3% | Reduced |
| FSM Wealth Advisors, LLC | 12,735 | $1.44M | 0.15% | +374+3.0% | Added |
| Sepio Capital, LP | 12,725 | $1.44M | 0.07% | −564−4.2% | Reduced |
| Waycross Investment Management Co | 12,721 | $1.44M | 1.10% | +134+1.1% | Added |
| Aster Capital Management (DIFC) Ltd | 12,716 | $1.44M | 0.31% | −48,765−79.3% | Reduced |
| 626 Financial, LLC | 12,710 | $1.44M | 0.56% | +13+0.1% | Added |
| Global Trust Wealth Management LLC | 12,665 | $1.43M | 0.99% | +1,649+15.0% | Added |
| Comgest Global Investors S.A.S. | 12,663 | $1.43M | 0.03% | −5,000−28.3% | Reduced |
| COFG Advisors, LLC | 12,654 | $1.43M | 0.25% | +4,859+62.3% | Added |
| Gutierrez Wealth Advisory, LLC | 12,641 | $1.43M | 0.83% | +85+0.7% | Added |
| Sanders Morris Harris LLC | 12,626 | $1.43M | 0.83% | −2,731−17.8% | Reduced |
| Heck Capital Advisors, LLC | 12,624 | $1.43M | 0.09% | +12+0.1% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 12,616 | $1.43M | 0.74% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 12,610 | $1.43M | 0.14% | −302−2.3% | Reduced |
| Atlas Legacy Advisors, LLC | 12,496 | $1.43M | 0.21% | +2,132+20.6% | Added |
| Edgemoor Investment Advisors, Inc. | 12,598 | $1.43M | 0.10% | −17−0.1% | Reduced |
| Impax Asset Management Group plc | 12,585 | $1.43M | 0.01% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 12,574 | $1.42M | 0.31% | +1,322+11.7% | Added |
| Bernicke Wealth Management, Ltd. | 12,548 | $1.42M | 0.17% | +89+0.7% | Added |
| Blueprint Financial Advisors LLC | 12,532 | $1.42M | 0.16% | +1,890+17.8% | Added |
| Cassia Capital Partners, LLC | 12,532 | $1.42M | 0.69% | +18+0.1% | Added |
| Gsa Capital Partners LLP | 12,503 | $1.42M | 0.09% | −4,315−25.7% | Reduced |
| Wellington Grp LLC | 12,487 | $1.41M | 0.37% | +686+5.8% | Added |
| Kelman-Lazarov, Inc. | 12,484 | $1.41M | 0.19% | −393−3.1% | Reduced |
| Triangle Securities Wealth Management | 12,472 | $1.41M | 0.28% | −390−3.0% | Reduced |
| DT Investment Partners, LLC | 12,466 | $1.41M | 0.11% | −304−2.4% | Reduced |
| Old North State Trust, LLC | 12,451 | $1.41M | 0.72% | −195−1.5% | Reduced |
| Graybill Bartz & Assoc Ltd | 12,420 | $1.41M | 0.38% | 00.0% | Unchanged |
| Summitry LLC | 12,415 | $1.41M | 0.05% | +893+7.8% | Added |
| Cromwell Holdings LLC | 12,383 | $1.40M | 0.63% | 00.0% | Unchanged |
| Bay Rivers Group | 12,381 | $1.40M | 0.48% | +25+0.2% | Added |
| PKS Advisory Services, LLC | 12,375 | $1.40M | 0.22% | +4,624+59.7% | Added |
| Byrne Asset Management LLC | 12,346 | $1.40M | 0.76% | −1,204−8.9% | Reduced |
| Zinnia Wealth Advisory, LLC | 12,308 | $1.39M | 1.42% | −1,006−7.6% | Reduced |
| LSV Asset Management | 12,300 | $1.39M | 0.00% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 12,291 | $1.39M | 0.60% | −10,600−46.3% | Reduced |
| Hudock, Inc. | 12,290 | $1.39M | 0.18% | +34+0.3% | Added |
| Wealth Effects LLC | 12,278 | $1.39M | 0.38% | +545+4.6% | Added |
| Heritage Wealth Management, Inc. | 12,273 | $1.39M | 0.69% | +574+4.9% | Added |
| Investors Asset Management of Georgia Inc | 12,272 | $1.39M | 0.48% | +3,001+32.4% | Added |
| Mach-1 Financial Group, Inc. | 12,271 | $1.39M | 0.54% | −48,820−79.9% | Reduced |
| Granite Harbor Advisors, Inc. | 12,268 | $1.39M | 0.55% | −54−0.4% | Reduced |
| Capital & Planning, LLC | 12,260 | $1.39M | 0.72% | −142−1.1% | Reduced |
| Prelude Capital Management, LLC | 12,254 | $1.39M | 0.10% | −5,807−32.2% | Reduced |
| Ponta Wealth Partners, LLC | 12,239 | $1.39M | 0.74% | +3,142+34.5% | Added |
| Oxford Financial Group Ltd | 12,238 | $1.39M | 0.07% | −24−0.2% | Reduced |
| Violich Capital Management, Inc. | 12,225 | $1.38M | 0.15% | −400−3.2% | Reduced |
| Collaborative Fund Advisors, LLC | 12,217 | $1.38M | 0.81% | +8,522+230.6% | Added |
| Cladis Investment Advisory, LLC | 12,211 | $1.38M | 0.65% | −49−0.4% | Reduced |
| PFW Advisors LLC | 12,185 | $1.38M | 0.40% | −450−3.6% | Reduced |
| Leigh Baldwin & Co., LLC | 12,183 | $1.38M | 0.74% | +641+5.6% | Added |
| River Street Advisors LLC | 12,156 | $1.38M | 0.41% | +236+2.0% | Added |
| Rhodes Investment Advisors Inc | 12,147 | $1.38M | 1.01% | +1,580+15.0% | Added |
| Rather & Kittrell, Inc. | 12,137 | $1.37M | 0.19% | +166+1.4% | Added |
| Crown Wealth Group, LLC | 12,136 | $1.37M | 0.35% | +272+2.3% | Added |
| Strategic Advisors LLC | 12,135 | $1.37M | 0.30% | −260−2.1% | Reduced |
| Pecaut & Co. | 12,123 | $1.37M | 0.42% | −96−0.8% | Reduced |
| RW Investment Management LLC | 12,110 | $1.37M | 0.12% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 12,084 | $1.37M | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 12,077 | $1.37M | 0.26% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 12,071 | $1.37M | 0.14% | +2,272+23.2% | Added |
| Umpqua Bank | 12,058 | $1.37M | 0.31% | +2,052+20.5% | Added |
| Spence Asset Management | 120,496 | $1.36M | 0.32% | +120,496 | New |
| Asahi Life Asset Management Co., Ltd. | 12,045 | $1.36M | 0.77% | −6,075−33.5% | Reduced |
| WESPAC Advisors, LLC | 12,045 | $1.36M | 0.67% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 12,017 | $1.36M | 0.11% | −39,804−76.8% | Reduced |
| Centennial Bank | 11,999 | $1.36M | 0.44% | −81−0.7% | Reduced |
| Wealth Management Nebraska | 11,990 | $1.36M | 0.12% | −303−2.5% | Reduced |
| Foguth Wealth Management, LLC. | 12,104 | $1.36M | 0.15% | −39−0.3% | Reduced |
| LifeSteps Financial, Inc. | 11,965 | $1.36M | 0.63% | +798+7.1% | Added |
| BluePath Capital Management, LLC | 11,936 | $1.35M | 0.74% | +698+6.2% | Added |
| Titleist Asset Management, LLC | 11,934 | $1.35M | 0.09% | −5,809−32.7% | Reduced |
| Onefund, LLC | 11,934 | $1.35M | 0.77% | −119−1.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 11,913 | $1.35M | 0.07% | +295+2.5% | Added |
| Paragon Private Wealth Management, LLC | 11,901 | $1.35M | 0.35% | −57−0.5% | Reduced |
| Hofer & Associates. Inc | 11,888 | $1.35M | 0.65% | +446+3.9% | Added |
| American Trust | 11,863 | $1.34M | 0.10% | +406+3.5% | Added |
| Olistico Wealth, LLC | 11,853 | $1.34M | 0.57% | +15+0.1% | Added |
| Strategic Investment Solutions, Inc. | 11,852 | $1.34M | 0.31% | −6−0.1% | Reduced |
| Corundum Group, Inc. | 11,835 | $1.34M | 0.40% | +281+2.4% | Added |
| Verum Partners LLC | 11,824 | $1.34M | 0.20% | −725−5.8% | Reduced |
| Tower View Investment Management & Research LLC | 11,818 | $1.34M | 0.59% | +411+3.6% | Added |
| Center for Financial Planning, Inc. | 11,807 | $1.34M | 0.12% | −868−6.8% | Reduced |
| Rainier Family Wealth Inc | 11,792 | $1.34M | 0.76% | +220+1.9% | Added |
| Revisor Wealth Management LLC | 11,783 | $1.33M | 0.32% | −1,146−8.9% | Reduced |
| SOA Wealth Advisors, LLC. | 17,285 | $1.33M | 0.22% | −14,847−46.2% | Reduced |
| Heritage Family Offices, LLP | 11,747 | $1.33M | 0.51% | +1,549+15.2% | Added |
| Pacific Excel Wealth Advisors, Inc. | 11,747 | $1.33M | 0.51% | +11,747 | New |
| Greenspring Advisors, LLC | 11,744 | $1.33M | 0.07% | +279+2.4% | Added |
| Hamilton Capital, LLC | 11,742 | $1.33M | 0.07% | −309−2.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 11,700 | $1.33M | 0.11% | 00.0% | Unchanged |
| Quantum Financial Partners LLC | 11,685 | $1.32M | 0.68% | +11,685 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 11,674 | $1.32M | 0.37% | +345+3.0% | Added |
| Carr Financial Group Corp | 11,661 | $1.32M | 0.30% | −2,013−14.7% | Reduced |