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 |
|---|---|---|---|---|---|
| Werba Rubin Papier Wealth Management | 8,630 | $977.4K | 0.12% | +653+8.2% | Added |
| IKE Capital, LLC | 8,626 | $977.0K | 0.51% | −187−2.1% | Reduced |
| JMN Financial LLC | 8,618 | $976.2K | 0.76% | −828−8.8% | Reduced |
| Cardiff Park Advisors, LLC | 8,592 | $973.2K | 0.08% | −1,730−16.8% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 8,582 | $972.0K | 0.14% | +620+7.8% | Added |
| Truvestments Capital LLC | 8,581 | $971.8K | 0.14% | −111−1.3% | Reduced |
| Avail Investment Partners, LLC | 8,579 | $971.6K | 0.75% | −465−5.1% | Reduced |
| Financial Advisors Network, Inc. | 8,578 | $971.6K | 0.12% | +999+13.2% | Added |
| Newman Dignan & Sheerar, Inc. | 8,572 | $970.9K | 0.19% | −143−1.6% | Reduced |
| Swiss Re Ltd | 8,571 | $970.8K | 0.09% | +7,920+1,216.6% | Added |
| Storgate, LLC | 8,571 | $970.8K | 0.20% | +8,571 | New |
| Spinnaker Investment Group, LLC | 8,568 | $970.4K | 0.16% | +1,668+24.2% | Added |
| FSA Investment Group, LLC | 8,562 | $969.7K | 0.31% | +2,147+33.5% | Added |
| Sendero Wealth Management, LLC | 8,558 | $969.2K | 0.10% | +2,651+44.9% | Added |
| Sterling Investment Advisors LLC | 8,549 | $968.4K | 0.43% | +25+0.3% | Added |
| Garrison Point Advisors, LLC | 8,514 | $964.3K | 0.39% | −74−0.9% | Reduced |
| Advisory Resource Group | 8,513 | $964.1K | 0.14% | +54+0.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 8,510 | $963.8K | 0.42% | +3,907+84.9% | Added |
| McGowan Group Asset Management, Inc. | 8,506 | $963.4K | 0.12% | +119+1.4% | Added |
| McLean Asset Management Corp | 8,663 | $963.3K | 0.13% | −188−2.1% | Reduced |
| Trinity Financial Advisors LLC | 8,498 | $962.5K | 0.25% | 00.0% | Unchanged |
| Tudor Financial Inc. | 8,486 | $961.2K | 0.43% | +450+5.6% | Added |
| One Day In July LLC | 8,483 | $960.8K | 0.07% | +122+1.5% | Added |
| Boston Trust Walden Corp | 8,475 | $959.9K | 0.01% | −436−4.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 8,465 | $958.7K | 0.01% | −1,275−13.1% | Reduced |
| Moment Partners, LLC | 8,459 | $958.0K | 0.17% | +268+3.3% | Added |
| Diversified Management Inc | 8,444 | $956.3K | 0.20% | −336−3.8% | Reduced |
| National Wealth Management Group, LLC | 8,428 | $954.5K | 0.30% | −390−4.4% | Reduced |
| Private Capital Management, LLC | 8,425 | $954.2K | 0.09% | +20.0% | Added |
| Accel Wealth Management | 8,410 | $952.5K | 0.21% | −355−4.1% | Reduced |
| Maxele Advisors, LLC | 8,401 | $951.5K | 0.66% | +8,401 | New |
| Cherokee Insurance Co | 8,400 | $951.4K | 0.37% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 8,399 | $951.3K | 0.23% | −421−4.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,367 | $947.6K | 0.27% | +195+2.4% | Added |
| Lynx Investment Advisory | 8,359 | $946.8K | 0.31% | +4,369+109.5% | Added |
| Koa Wealth Management, LLC | 8,343 | $944.9K | 0.64% | +423+5.3% | Added |
| Thoma Capital Management LLC | 8,337 | $944.3K | 0.50% | +360+4.5% | Added |
| Eagle Rock Investment Company, LLC | 8,334 | $943.9K | 0.12% | −390−4.5% | Reduced |
| Castlekeep Investment Advisors LLC | 8,327 | $943.1K | 0.47% | −597−6.7% | Reduced |
| Balentine LLC | 8,324 | $942.8K | 0.03% | +324+4.1% | Added |
| Commonwealth Retirement Investments LLC | 8,320 | $942.3K | 0.26% | +10.0% | Added |
| Severin Investments, LLC | 8,317 | $942.0K | 0.71% | −2,333−21.9% | Reduced |
| Wedge Capital Management L L P | 8,298 | $939.8K | 0.02% | −472−5.4% | Reduced |
| Chancellor Financial Group WB LP | 8,293 | $939.2K | 0.58% | +3,284+65.6% | Added |
| True North Advisors, LLC | 8,291 | $939.1K | 0.09% | −2,094−20.2% | Reduced |
| Advisory Advocates, LLC | 8,281 | $937.9K | 0.80% | −559−6.3% | Reduced |
| Klingenstein Fields & Co LP | 8,250 | $934.4K | 0.03% | +614+8.0% | Added |
| Deseret Mutual Benefit Administrators | 8,247 | $934.1K | 0.31% | −1,101−11.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,245 | $933.8K | 0.06% | +17+0.2% | Added |
| Arkansas Financial Group, Inc. | 8,244 | $933.7K | 0.12% | −40−0.5% | Reduced |
| Integral Investment Advisors, Inc. | 8,233 | $932.5K | 0.21% | −75−0.9% | Reduced |
| Doliver Advisors, LP | 8,232 | $932.4K | 0.21% | −151−1.8% | Reduced |
| Round Rock Advisors, LLC | 8,229 | $932.0K | 0.12% | +10.0% | Added |
| Clay Northam Wealth Management, LLC | 8,214 | $930.3K | 0.46% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 8,211 | $930.0K | 0.17% | −23−0.3% | Reduced |
| Financial Management Professionals, Inc. | 8,210 | $929.8K | 0.09% | +1,434+21.2% | Added |
| Lakeridge Wealth Management LLC | 8,209 | $929.8K | 0.34% | +310+3.9% | Added |
| Smart Money Group LLC | 8,205 | $929.3K | 0.24% | −217−2.6% | Reduced |
| Commerce Advisors, LLC | 8,202 | $928.9K | 0.50% | −141−1.7% | Reduced |
| Vermillion Wealth Management, Inc. | 8,184 | $926.9K | 0.22% | −233−2.8% | Reduced |
| Affinity Wealth Management LLC | 8,181 | $926.6K | 0.12% | −267−3.2% | Reduced |
| Richardson Financial Services Inc. | 8,167 | $925.0K | 0.52% | −153−1.8% | Reduced |
| Capstone Wealth Management Group, Inc. | 8,166 | $924.9K | 0.56% | +8,166 | New |
| Davidson Trust Co | 8,162 | $924.4K | 0.36% | +231+2.9% | Added |
| Grant Private Wealth Management Inc | 8,157 | $923.8K | 0.39% | +98+1.2% | Added |
| Emergent Wealth Advisors, LLC | 7,162 | $923.5K | 0.48% | +980+15.9% | Added |
| Almanack Investment Partners, LLC. | 8,153 | $923.4K | 0.12% | +5,229+178.8% | Added |
| Phillips Financial Management, LLC | 8,137 | $921.6K | 0.07% | −131−1.6% | Reduced |
| Renasant Bank | 8,133 | $921.1K | 0.59% | +445+5.8% | Added |
| Private Wealth Advisors | 8,121 | $919.8K | 0.27% | −12−0.1% | Reduced |
| Fusion Capital, LLC | 8,114 | $919.0K | 0.21% | +20.0% | Added |
| S Harris Financial Group, LLC | 8,109 | $918.5K | 0.71% | −53−0.6% | Reduced |
| Veracity Capital LLC | 8,085 | $915.7K | 0.25% | +104+1.3% | Added |
| Traveka Wealth, LLC | 8,081 | $915.2K | 0.30% | +190+2.4% | Added |
| Charter Research & Investment Group, Inc. | 8,062 | $913.1K | 0.55% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8,056 | $912.4K | 0.34% | −160−1.9% | Reduced |
| St. Louis Trust Co | 18,411 | $912.0K | 0.25% | 00.0% | Unchanged |
| Mechanics Financial Corp | 8,041 | $910.7K | 0.33% | +8+0.1% | Added |
| Sweeney & Michel, LLC | 8,141 | $910.6K | 0.24% | +219+2.8% | Added |
| New England Capital Financial Advisors LLC | 8,038 | $910.4K | 0.22% | +23+0.3% | Added |
| Outlook Wealth Advisors, LLC | 8,023 | $908.7K | 0.20% | −101−1.2% | Reduced |
| ESG Planning | 8,017 | $908.0K | 0.31% | +1,361+20.4% | Added |
| Connecticut Capital Management Group, LLC | 7,992 | $905.2K | 0.73% | −7−0.1% | Reduced |
| Ami Investment Management Inc | 7,977 | $903.5K | 0.19% | −283−3.4% | Reduced |
| TAGStone Capital, Inc. | 7,975 | $903.3K | 0.29% | +1,489+23.0% | Added |
| Burnham & Co LLC | 7,972 | $902.9K | 0.73% | +7,972 | New |
| Flynn Zito Capital Management, LLC | 7,967 | $902.3K | 0.25% | −151−1.9% | Reduced |
| Caerus Investment Advisors, LLC | 7,965 | $902.1K | 0.30% | −2,955−27.1% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 7,954 | $900.9K | 0.60% | 00.0% | Unchanged |
| West Bancorporation Inc | 7,943 | $899.6K | 0.38% | −457−5.4% | Reduced |
| Drucker Wealth 3.0, LLC | 7,943 | $899.6K | 0.14% | −32−0.4% | Reduced |
| Oak Family Advisors, LLC | 7,933 | $898.5K | 0.26% | −1,165−12.8% | Reduced |
| Van Cleef Asset Management,Inc | 7,922 | $897.2K | 0.09% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 7,910 | $895.9K | 0.77% | −184−2.3% | Reduced |
| BLB&B Advisors, LLC | 7,900 | $894.7K | 0.03% | −216−2.7% | Reduced |
| CacheTech Inc. | 7,895 | $894.2K | 0.14% | +4,633+142.0% | Added |
| Challenger Wealth Management | 7,888 | $893.5K | 0.66% | −393−4.7% | Reduced |
| Watchman Group, Inc. | 7,883 | $892.9K | 0.20% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 7,877 | $892.1K | 0.15% | −194−2.4% | Reduced |
| Goldstone Financial Group, LLC | 7,863 | $890.6K | 0.08% | +37+0.5% | Added |