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 |
|---|---|---|---|---|---|
| Park Capital Management, LLC | 9,553 | $1.08M | 0.64% | −364−3.7% | Reduced |
| Avondale Wealth Management | 9,550 | $1.08M | 0.44% | −850−8.2% | Reduced |
| Fermata Advisors, LLC | 9,546 | $1.08M | 0.22% | +180+1.9% | Added |
| Ameriflex Group, Inc. | 9,546 | $1.08M | 0.44% | +1,237+14.9% | Added |
| Jacobsen Capital Management | 9,514 | $1.08M | 0.32% | −14−0.1% | Reduced |
| Neo Ivy Capital Management | 9,513 | $1.08M | 0.25% | −10,758−53.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,511 | $1.08M | 0.40% | −12,928−57.6% | Reduced |
| Total Wealth Planning & Management, Inc. | 9,511 | $1.08M | 0.78% | −911−8.7% | Reduced |
| Smith Shellnut Wilson LLC | 9,510 | $1.08M | 0.40% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9,505 | $1.08M | 0.14% | +6+0.1% | Added |
| Mirador Capital Partners LP | 9,504 | $1.08M | 0.13% | +453+5.0% | Added |
| PSI Advisors, LLC | 9,494 | $1.08M | 0.25% | −3,557−27.3% | Reduced |
| Blalock Williams, LLC | 9,486 | $1.07M | 0.70% | −138−1.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,483 | $1.07M | 0.24% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 9,470 | $1.07M | 0.18% | −114−1.2% | Reduced |
| Anchor Bay Capital, Inc. | 9,520 | $1.07M | 0.58% | +9,520 | New |
| InvesTrust | 9,467 | $1.07M | 0.41% | −180−1.9% | Reduced |
| Third View Private Wealth, LLC | 9,461 | $1.07M | 0.13% | +419+4.6% | Added |
| Betterment LLC | 9,446 | $1.07M | 0.00% | +335+3.7% | Added |
| Cushing Capital Partners, LLC | 9,443 | $1.07M | 0.74% | −64−0.7% | Reduced |
| Potentia Wealth | 9,416 | $1.07M | 0.44% | +100+1.1% | Added |
| Capital Advisors Wealth Management, LLC | 9,416 | $1.07M | 0.13% | +414+4.6% | Added |
| South Shore Capital Advisors | 9,413 | $1.07M | 0.71% | −28−0.3% | Reduced |
| United Financial Planning Group LLC | 9,398 | $1.06M | 0.54% | 00.0% | Unchanged |
| Middleton & Co Inc | 9,396 | $1.06M | 0.11% | 00.0% | Unchanged |
| Arnhold LLC | 9,395 | $1.06M | 0.07% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 9,378 | $1.06M | 0.29% | −498−5.0% | Reduced |
| James Hambro & Partners | 9,372 | $1.06M | 0.04% | 00.0% | Unchanged |
| TFR Capital, LLC. | 9,344 | $1.06M | 0.30% | +372+4.1% | Added |
| Weaver Consulting Group | 9,322 | $1.06M | 0.22% | −91−1.0% | Reduced |
| S&A Financial Services, Inc. | 9,317 | $1.06M | 0.64% | +3,821+69.5% | Added |
| Lodestar Private Asset Management LLC | 9,295 | $1.05M | 0.09% | −282−2.9% | Reduced |
| Boyd Watterson Asset Management LLC | 9,251 | $1.05M | 0.28% | −150−1.6% | Reduced |
| Valley National Advisers Inc | 9,250 | $1.05M | 0.12% | −3,264−26.1% | Reduced |
| Ironwood Financial, llc | 9,124 | $1.05M | 0.16% | +27+0.3% | Added |
| Paladin Wealth, LLC | 9,228 | $1.05M | 0.61% | −482−5.0% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 9,220 | $1.04M | 0.35% | −293−3.1% | Reduced |
| MBE Wealth Management, LLC | 9,217 | $1.04M | 0.37% | −52−0.6% | Reduced |
| Mosaic Advisors LLC | 9,210 | $1.04M | 1.40% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 9,197 | $1.04M | 0.31% | +134+1.5% | Added |
| United Bank | 9,194 | $1.04M | 0.32% | +1,635+21.6% | Added |
| Kennondale Capital Management LLC | 9,188 | $1.04M | 0.69% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 9,184 | $1.04M | 0.84% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 9,165 | $1.04M | 0.37% | +63+0.7% | Added |
| Oxinas Partners Wealth Management LLC | 9,162 | $1.04M | 0.41% | +7+0.1% | Added |
| Galvin, Gaustad & Stein, LLC | 9,132 | $1.03M | 0.08% | +885+10.7% | Added |
| 49 Wealth Management, LLC | 9,116 | $1.03M | 0.20% | −28,435−75.7% | Reduced |
| Alongside, LLC | 9,116 | $1.03M | 0.20% | +9,116 | New |
| Well Done, LLC | 9,077 | $1.03M | 0.14% | +74+0.8% | Added |
| Builder Investment Group Inc | 9,067 | $1.03M | 0.20% | +7+0.1% | Added |
| Meriwether Wealth & Planning, LLC | 9,057 | $1.03M | 0.51% | +2,547+39.1% | Added |
| Mirabaud & Cie SA | 9,050 | $1.03M | 0.41% | −1,329−12.8% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 9,043 | $1.02M | 0.56% | +570+6.7% | Added |
| 25 LLC | 9,038 | $1.02M | 0.28% | +868+10.6% | Added |
| one8zero8, LLC | 9,036 | $1.02M | 0.20% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 9,028 | $1.02M | 0.29% | −435−4.6% | Reduced |
| Clark Asset Management, LLC | 9,021 | $1.02M | 0.08% | +372+4.3% | Added |
| Persium Advisors, LLC | 9,015 | $1.02M | 0.67% | +853+10.5% | Added |
| QP Wealth Management, LLC | 9,011 | $1.02M | 1.46% | −68−0.7% | Reduced |
| Rogco, LP | 9,007 | $1.02M | 0.31% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 9,004 | $1.02M | 0.13% | −2,037−18.4% | Reduced |
| Shepherd Street Advisors LLC | 9,062 | $1.02M | 0.89% | −567−5.9% | Reduced |
| Sovereign Financial Group, Inc. | 8,995 | $1.02M | 0.16% | −1,122−11.1% | Reduced |
| Elevatus Welath Management | 8,989 | $1.02M | 0.25% | −20,608−69.6% | Reduced |
| Curtis Advisory Group, LLC | 8,975 | $1.02M | 0.20% | −160−1.8% | Reduced |
| Southern Capital Advisors, LLC | 8,968 | $1.02M | 0.42% | +25+0.3% | Added |
| Cambridge Financial Group, LLC | 8,961 | $1.01M | 0.32% | −155−1.7% | Reduced |
| Heartwood Wealth Advisors LLC | 8,959 | $1.01M | 0.08% | −6−0.1% | Reduced |
| Richard W. Paul & Associates, LLC | 8,955 | $1.01M | 0.31% | +141+1.6% | Added |
| Compass Ion Advisors, LLC | 8,951 | $1.01M | 0.09% | +98+1.1% | Added |
| First National Bank | 8,948 | $1.01M | 0.40% | −12−0.1% | Reduced |
| V-Square Quantitative Management LLC | 8,920 | $1.01M | 0.10% | +1,988+28.7% | Added |
| Larry Mathis Financial Planning, LLC | 8,914 | $1.01M | 0.77% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 8,910 | $1.01M | 0.38% | +51+0.6% | Added |
| Richard P Slaughter Associates Inc | 8,898 | $1.01M | 0.20% | −4,443−33.3% | Reduced |
| Aberdeen Wealth Management LLC | 8,895 | $1.01M | 0.48% | −7,740−46.5% | Reduced |
| REAP Financial Group, LLC | 8,883 | $1.01M | 0.17% | +4,750+114.9% | Added |
| Hubbell Strickland Wealth Management, LLC | 8,867 | $1.00M | 0.36% | −91−1.0% | Reduced |
| Kuhn & Co Investment Counsel | 8,864 | $1.00M | 0.58% | +86+1.0% | Added |
| AssuredPartners Investment Advisors, LLC | 8,854 | $1.00M | 0.10% | −492−5.3% | Reduced |
| Gentry Private Wealth, LLC | 8,848 | $1.00M | 0.52% | +134+1.5% | Added |
| Sara-Bay Financial | 8,834 | $1.00M | 0.27% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 8,813 | $998.2K | 0.89% | −88−1.0% | Reduced |
| Capital Financial Group Inc | 8,806 | $997.4K | 0.52% | 00.0% | Unchanged |
| Willner & Heller, LLC | 8,785 | $994.9K | 0.62% | +274+3.2% | Added |
| Virtue Capital Management, LLC | 8,782 | $994.6K | 0.13% | −589−6.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 8,759 | $992.1K | 0.64% | −5,368−38.0% | Reduced |
| Audent Global Asset Management, LLC | 8,758 | $991.9K | 1.11% | 00.0% | Unchanged |
| Opal Capital LLC | 8,746 | $990.6K | 0.18% | +6,616+310.6% | Added |
| Essential Planning, LLC. | 8,738 | $989.7K | 0.28% | +77+0.9% | Added |
| Retirement Investment Advisors, Inc. | 8,621 | $989.5K | 0.07% | +660+8.3% | Added |
| LiftPoint Family Wealth Advisors LLC | 8,725 | $988.2K | 0.67% | +1,041+13.5% | Added |
| Custom Index Systems, LLC | 8,713 | $986.8K | 0.35% | +17+0.2% | Added |
| Vicus Capital | 8,702 | $985.6K | 0.06% | −1,108−11.3% | Reduced |
| 55 North Private Wealth, LLC | 8,690 | $984.2K | 0.19% | +843+10.7% | Added |
| NCM Capital Management, LLC | 8,662 | $981.1K | 0.30% | +1,065+14.0% | Added |
| Stableford Capital II LLC | 8,662 | $981.1K | 0.34% | +1,114+14.8% | Added |
| Legacy Advisors, LLC | 8,646 | $979.3K | 0.09% | +648+8.1% | Added |
| Essential Partners LLC | 8,646 | $979.2K | 0.45% | −796−8.4% | Reduced |
| Altus Wealth Group LLC | 8,641 | $978.7K | 0.35% | +452+5.5% | Added |