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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Jupiter Wealth Management LLC | 11,632 | $1.32M | 0.53% | 00.0% | Unchanged |
| Modus Advisors, LLC | 11,627 | $1.32M | 0.33% | +173+1.5% | Added |
| Seven Mile Advisory | 11,607 | $1.31M | 0.88% | −1,581−12.0% | Reduced |
| Invesco, LLC | 11,599 | $1.31M | 0.41% | +396+3.5% | Added |
| Seamount Financial Group Inc | 11,586 | $1.31M | 0.53% | −313−2.6% | Reduced |
| Mainsail Financial Group, LLC | 11,567 | $1.31M | 0.45% | −282−2.4% | Reduced |
| XY Planning Network, Inc. | 11,564 | $1.31M | 0.16% | +2,885+33.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,554 | $1.31M | 0.20% | +898+8.4% | Added |
| S.E.E.D. Planning Group LLC | 11,552 | $1.31M | 0.35% | +2,015+21.1% | Added |
| MW Advisory, LLC | 11,552 | $1.31M | 0.52% | +11,552 | New |
| AAFMAA Wealth Management & Trust LLC | 11,550 | $1.31M | 0.46% | −1,233−9.6% | Reduced |
| Sage Mountain Advisors LLC | 11,539 | $1.31M | 0.08% | +2,045+21.5% | Added |
| Birch Hill Investment Advisors LLC | 11,537 | $1.31M | 0.05% | −372−3.1% | Reduced |
| Stone Point Wealth LLC | 11,530 | $1.31M | 0.33% | −20−0.2% | Reduced |
| Endeavor Private Wealth, Inc. | 11,506 | $1.30M | 0.32% | −135−1.2% | Reduced |
| Sagewood Asset Management LP | 11,500 | $1.30M | 0.29% | +732+6.8% | Added |
| Prentice Wealth Management LLC | 11,479 | $1.30M | 0.27% | +23+0.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 11,470 | $1.30M | 0.05% | +40+0.3% | Added |
| Kassira Wealth Management LLC | 11,450 | $1.30M | 1.04% | +110+1.0% | Added |
| Firethorn Wealth Partners, LLC | 11,441 | $1.30M | 0.42% | +228+2.0% | Added |
| Kidder Stephen W | 11,440 | $1.30M | 0.33% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 11,432 | $1.29M | 0.34% | −810−6.6% | Reduced |
| SHP Wealth Management | 11,418 | $1.29M | 0.09% | +852+8.1% | Added |
| Wolverine Asset Management LLC | 11,418 | $1.29M | 0.02% | +11,289+8,751.2% | Added |
| Montgomery Investment Management Inc | 11,413 | $1.29M | 0.39% | 00.0% | Unchanged |
| Investment Research Partners LLC | 11,411 | $1.29M | 0.44% | −714−5.9% | Reduced |
| Excalibur Management Corp | 11,408 | $1.29M | 0.43% | +78+0.7% | Added |
| Jackson Thornton Asset Management, LLC | 11,400 | $1.29M | 0.10% | −5,511−32.6% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 11,492 | $1.29M | 0.77% | −253−2.2% | Reduced |
| Capital Square, LLC | 11,317 | $1.29M | 0.57% | +3,135+38.3% | Added |
| Mayflower Financial Advisors, LLC | 11,366 | $1.29M | 0.11% | +2,271+25.0% | Added |
| Good Steward Wealth Advisors,LLC | 11,345 | $1.28M | 0.78% | −89−0.8% | Reduced |
| Okabena Investment Services Inc | 11,342 | $1.28M | 0.23% | 00.0% | Unchanged |
| Dorato Capital Management | 11,278 | $1.28M | 0.87% | 00.0% | Unchanged |
| First United Bank Trust | 11,341 | $1.28M | 0.37% | +336+3.1% | Added |
| Bingham Private Wealth, LLC | 11,332 | $1.28M | 0.88% | +118+1.1% | Added |
| LexAurum Advisors, LLC | 11,313 | $1.28M | 0.15% | −55−0.5% | Reduced |
| J. Derek Lewis & Associates Inc. | 11,304 | $1.28M | 0.24% | −55−0.5% | Reduced |
| Hardy Reed LLC | 11,294 | $1.28M | 0.08% | −2,497−18.1% | Reduced |
| KFA Private Wealth Group, LLC | 11,291 | $1.28M | 0.31% | −809−6.7% | Reduced |
| Wilian Securities, LLC | 11,290 | $1.28M | 0.76% | +5,447+93.2% | Added |
| Aspen Wealth Strategies, LLC | 11,288 | $1.28M | 0.62% | −107−0.9% | Reduced |
| 5T Wealth, LLC | 11,286 | $1.28M | 0.48% | +14+0.1% | Added |
| BSW Wealth Partners | 11,263 | $1.28M | 0.14% | −293−2.5% | Reduced |
| Marex Group plc | 11,258 | $1.28M | 0.01% | +1,583+16.4% | Added |
| United Asset Strategies, Inc. | 11,255 | $1.27M | 0.09% | +128+1.2% | Added |
| Tobias Financial Advisors, Inc. | 11,245 | $1.27M | 0.16% | +40.0% | Added |
| Tiaa Trust, National Association | 11,238 | $1.27M | 0.08% | −6,788−37.7% | Reduced |
| Lebenthal Global Advisors, LLC | 11,227 | $1.27M | 0.17% | +659+6.2% | Added |
| New Republic Capital, LLC | 11,173 | $1.27M | 0.29% | +450+4.2% | Added |
| Hendershot Investments Inc. | 11,163 | $1.26M | 0.17% | −473−4.1% | Reduced |
| Harbour Wealth Management Group, Inc. | 11,156 | $1.26M | 0.85% | +97+0.9% | Added |
| Kera Capital Partners, Inc. | 11,123 | $1.26M | 0.12% | −1,356−10.9% | Reduced |
| Willow Creek Capital Management, Inc. | 11,123 | $1.26M | 1.22% | +11,123 | New |
| Rosenberg Matthew Hamilton | 11,103 | $1.26M | 0.23% | +160+1.5% | Added |
| Slocum, Gordon & Co LLP | 11,085 | $1.26M | 0.83% | +291+2.7% | Added |
| Goldenstone Wealth Management LLC | 11,060 | $1.25M | 0.82% | −34−0.3% | Reduced |
| Vega Investment Solutions | 11,059 | $1.25M | 0.18% | +988+9.8% | Added |
| Strive Financial Group ,LLC | 11,058 | $1.25M | 0.54% | −10,149−47.9% | Reduced |
| Tannin Capital LLC | 11,053 | $1.25M | 0.82% | −1,472−11.8% | Reduced |
| Camden National Bank | 11,036 | $1.25M | 0.16% | −625−5.4% | Reduced |
| Golden Reserve Retirement LLC | 11,017 | $1.25M | 0.20% | +5,845+113.0% | Added |
| YANKCOM Partnership | 11,008 | $1.25M | 0.45% | +186+1.7% | Added |
| Shufro Rose & Co LLC | 11,007 | $1.25M | 0.07% | +60+0.5% | Added |
| Hunter Associates Investment Management LLC | 11,016 | $1.25M | 0.14% | −272−2.4% | Reduced |
| Pacific Sage Partners, LLC | 10,989 | $1.24M | 0.18% | −630−5.4% | Reduced |
| Western Financial Corp | 10,983 | $1.24M | 0.36% | −24,764−69.3% | Reduced |
| Oak Asset Management, LLC | 10,948 | $1.24M | 0.40% | −60−0.5% | Reduced |
| Wealthcare Capital Partners, LLC | 10,946 | $1.24M | 0.51% | +13+0.1% | Added |
| SS&H Financial Advisors, Inc. | 10,938 | $1.24M | 0.32% | +10,938 | New |
| Patriot Investment Management Inc. | 10,911 | $1.24M | 0.07% | −300−2.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 10,907 | $1.24M | 0.18% | +473+4.5% | Added |
| Thor Trading Advisors, LLC | 10,890 | $1.23M | 0.39% | +10,890 | New |
| Iron Financial, LLC | 10,888 | $1.23M | 0.51% | +373+3.5% | Added |
| HBW Advisory Services LLC | 10,872 | $1.23M | 0.11% | +709+7.0% | Added |
| Financial Planning Hawaii, Inc. | 10,853 | $1.23M | 0.66% | +20.0% | Added |
| Broderick Brian C | 10,835 | $1.23M | 0.19% | −99−0.9% | Reduced |
| LVZ Advisors, Inc. | 10,818 | $1.23M | 0.12% | +162+1.5% | Added |
| Cyr Financial Inc. | 10,809 | $1.22M | 0.64% | +851+8.5% | Added |
| Guardian Capital, LLC | 10,802 | $1.22M | 1.00% | −2,367−18.0% | Reduced |
| OneAscent Family Office, LLC | 10,781 | $1.22M | 0.62% | +1,572+17.1% | Added |
| Carson Advisory Inc. | 10,778 | $1.22M | 0.56% | −235−2.1% | Reduced |
| Wealthquest Corp | 10,776 | $1.22M | 0.08% | +280+2.7% | Added |
| Advisor Resource Council | 11,000 | $1.22M | 0.41% | +405+3.8% | Added |
| Kingsbury Capital Investment Advisors LLC | 10,736 | $1.22M | 1.03% | +1,087+11.3% | Added |
| KMT Wealth Management, LLC | 10,736 | $1.22M | 1.03% | +10,736 | New |
| Fortitude Advisory Group L.L.C. | 10,732 | $1.22M | 0.46% | +294+2.8% | Added |
| Retirement Planning Co of New England, Inc. | 10,726 | $1.21M | 0.44% | −84−0.8% | Reduced |
| Vantus Wealth LLC | 10,724 | $1.21M | 0.65% | +10,724 | New |
| Elevation Advisory Partners LLC | 10,821 | $1.21M | 1.24% | −350−3.1% | Reduced |
| WealthCare Investment Partners, LLC | 10,695 | $1.21M | 0.29% | +859+8.7% | Added |
| ABLE Financial Group, LLC | 10,680 | $1.21M | 0.20% | −81−0.8% | Reduced |
| Coquina Private Wealth LLC | 10,679 | $1.21M | 0.82% | +7+0.1% | Added |
| Ewa, LLC | 10,676 | $1.21M | 0.22% | +38+0.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 10,673 | $1.21M | 0.23% | +1,500+16.4% | Added |
| WNY Asset Management, LLC | 10,646 | $1.21M | 0.11% | −631−5.6% | Reduced |
| Seeds Investor LLC | 10,643 | $1.21M | 0.12% | −685−6.0% | Reduced |
| MFA Wealth Services | 10,629 | $1.20M | 0.72% | −280−2.6% | Reduced |
| Matisse Capital | 10,628 | $1.20M | 0.48% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 10,587 | $1.20M | 0.06% | +373+3.7% | Added |