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: 45 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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 7,852 | $889.3K | 0.19% | +360+4.8% | Added |
| Oakmont Investment Advisors, Inc. | 7,850 | $888.8K | 0.62% | −3,721−32.2% | Reduced |
| CapWealth Advisors, LLC | 7,824 | $886.1K | 0.06% | −73−0.9% | Reduced |
| CDKV Holdings LLC | 7,812 | $884.8K | 0.69% | 00.0% | Unchanged |
| Gleason Group, Inc. | 7,803 | $883.8K | 0.08% | +378+5.1% | Added |
| bLong Financial, LLC | 7,797 | $883.1K | 0.58% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 7,795 | $882.9K | 0.32% | −120−1.5% | Reduced |
| Ames National Corp | 7,791 | $882.4K | 0.49% | −182−2.3% | Reduced |
| Banyan Capital Management, Inc. | 7,777 | $880.8K | 0.38% | −550−6.6% | Reduced |
| Argus Investors' Counsel, Inc. | 7,773 | $880.4K | 0.68% | −28−0.4% | Reduced |
| Financial Solutions Advisory Group, Inc. | 7,841 | $879.8K | 0.11% | +743+10.5% | Added |
| Perissos Private Wealth Management, LLC | 7,756 | $878.5K | 0.59% | −130−1.6% | Reduced |
| Gemmer Asset Management LLC | 7,728 | $875.2K | 0.06% | +62+0.8% | Added |
| Coign Capital Advisors LLC | 7,713 | $873.6K | 0.39% | +80+1.0% | Added |
| Everstar Asset Management, LLC | 7,683 | $870.1K | 0.42% | +1,754+29.6% | Added |
| BlackDiamond Wealth Management Inc. | 7,722 | $870.0K | 0.35% | +158+2.1% | Added |
| Investors Research Corp | 7,675 | $869.3K | 0.16% | −2,020−20.8% | Reduced |
| Silver Grove Financial Group, Inc. | 7,672 | $869.0K | 0.47% | −173−2.2% | Reduced |
| Fortem Financial Group, LLC | 7,671 | $868.8K | 0.18% | −125−1.6% | Reduced |
| Atom Investors LP | 7,651 | $866.6K | 0.08% | +1,328+21.0% | Added |
| Advisors Management Group Inc | 7,650 | $866.0K | 0.14% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 7,632 | $864.4K | 0.05% | −107−1.4% | Reduced |
| Jacksonville Wealth Management, LLC | 7,631 | $864.3K | 0.49% | +11+0.1% | Added |
| West Paces Advisors Inc. | 7,627 | $863.8K | 0.14% | +77+1.0% | Added |
| BAM Wealth Management, LLC | 7,626 | $863.7K | 0.54% | −9,730−56.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,622 | $863.3K | 0.11% | −10−0.1% | Reduced |
| Liberty Wealth Management LLC | 6,945 | $863.2K | 0.11% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 7,614 | $862.4K | 0.20% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 7,610 | $861.9K | 0.66% | −185−2.4% | Reduced |
| Medallion Wealth Advisors, LLC | 7,602 | $861.2K | 0.28% | −649−7.9% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,602 | $861.0K | 0.11% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 7,594 | $860.1K | 0.13% | 00.0% | Unchanged |
| Montis Financial, LLC | 7,585 | $859.1K | 0.18% | +1,186+18.5% | Added |
| Lord & Richards Wealth Management, LLC | 7,579 | $858.4K | 0.67% | −1,178−13.5% | Reduced |
| Cannon Financial Strategists, Inc. | 7,564 | $856.7K | 0.10% | −26−0.3% | Reduced |
| Wagner Wealth Management, LLC | 7,524 | $852.1K | 0.16% | +406+5.7% | Added |
| S&CO Inc | 7,512 | $850.0K | 0.05% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $849.5K | 0.67% | – | – |
| Stonebridge Capital Management Inc | 7,500 | $849.5K | 0.41% | 00.0% | Unchanged |
| Vanguard National Trust Co | 7,498 | $849.2K | 0.05% | +943+14.4% | Added |
| Scratch Capital LLC | 7,481 | $847.3K | 0.42% | −200−2.6% | Reduced |
| Vision Capital Management, Inc. | 7,468 | $845.8K | 0.10% | 00.0% | Unchanged |
| Renaissance Group LLC | 7,463 | $845.3K | 0.03% | −862−10.4% | Reduced |
| Sage Private Wealth Group, LLC | 7,462 | $845.1K | 0.38% | +146+2.0% | Added |
| Summit Global Investments | 7,461 | $845.0K | 0.05% | −82−1.1% | Reduced |
| Bernardo Wealth Planning LLC | 7,451 | $843.9K | 0.14% | +437+6.2% | Added |
| WealthTrust Axiom LLC | 7,450 | $843.8K | 0.19% | −305−3.9% | Reduced |
| Columbia Asset Management | 7,449 | $843.7K | 0.15% | +47+0.6% | Added |
| Castleview Partners, LLC | 7,449 | $843.7K | 0.37% | +104+1.4% | Added |
| Stonebridge Financial Group, LLC | 7,419 | $840.0K | 0.12% | +7,419 | New |
| Optivise Advisory Services LLC | 7,413 | $839.6K | 0.43% | −1,265−14.6% | Reduced |
| Palumbo Wealth Management LLC | 7,407 | $838.9K | 0.18% | +17+0.2% | Added |
| Friday Financial | 7,511 | $837.8K | 0.22% | +966+14.8% | Added |
| Abundance Wealth Counselors | 7,396 | $837.7K | 0.05% | +290+4.1% | Added |
| Wiregrass Investment Management LLC | 7,388 | $836.8K | 0.57% | +30+0.4% | Added |
| Proffitt & Goodson Inc | 7,388 | $836.8K | 0.12% | −235−3.1% | Reduced |
| LJI Wealth Management, LLC | 7,387 | $836.7K | 0.12% | +1,265+20.7% | Added |
| Inspirion Wealth Advisors, LLC | 7,680 | $835.7K | 0.10% | +421+5.8% | Added |
| Kennedy Investment Group | 7,376 | $835.5K | 0.28% | −62−0.8% | Reduced |
| Gimbal Financial | 7,372 | $835.0K | 0.53% | +7,372 | New |
| Richmond Brothers, Inc. | 7,368 | $834.5K | 0.43% | +7,368 | New |
| First City Capital Management, Inc. | 7,354 | $832.9K | 0.41% | 00.0% | Unchanged |
| Navigate Wealth Management, LLC | 7,290 | $832.8K | 0.52% | +3,000+69.9% | Added |
| Trilogy Capital Inc. | 7,351 | $832.5K | 0.03% | −42−0.6% | Reduced |
| Terril Brothers, Inc. | 7,320 | $829.1K | 0.21% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 7,319 | $829.0K | 0.50% | −100−1.3% | Reduced |
| Knollwood Investment Advisory, LLC | 7,315 | $828.5K | 0.07% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 7,311 | $828.1K | 0.19% | +412+6.0% | Added |
| Lighthouse Wealth Management Inc. | 7,292 | $825.9K | 0.51% | −45−0.6% | Reduced |
| Compass Wealth Management, LLC | 7,286 | $825.2K | 0.33% | +10.0% | Added |
| Braun-Bostich & Associates Inc. | 7,284 | $825.0K | 0.46% | −285−3.8% | Reduced |
| Warwick Investment Management, Inc. | 7,276 | $824.0K | 0.09% | −1,415−16.3% | Reduced |
| Brown Miller Wealth Management, LLC | 7,265 | $822.9K | 0.21% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 7,264 | $822.7K | 0.19% | 00.0% | Unchanged |
| Thompson David Blair | 7,259 | $822.2K | 0.41% | +834+13.0% | Added |
| Orographic Financial Advisors, LLC | 7,086 | $822.0K | 0.54% | −5−0.1% | Reduced |
| WestEnd Advisors, LLC | 7,245 | $820.6K | 0.02% | −323,061−97.8% | Reduced |
| Grandfield & Dodd, LLC | 7,244 | $820.5K | 0.04% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 7,239 | $819.9K | 0.07% | −900−11.1% | Reduced |
| Cross Staff Investments Inc | 7,236 | $819.5K | 0.49% | +10.0% | Added |
| Ellsworth Advisors, LLC | 7,282 | $819.5K | 0.13% | +25+0.3% | Added |
| Pinnacle Family Advisors, LLC | 7,235 | $819.5K | 0.34% | −308−4.1% | Reduced |
| Prosperity Financial Group, Inc. | 7,215 | $817.2K | 0.25% | −452−5.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 7,200 | $815.5K | 0.17% | −300−4.0% | Reduced |
| Puzo Michael J | 7,200 | $815.5K | 0.21% | 00.0% | Unchanged |
| Jacobs Equity LLC | 7,194 | $814.8K | 0.56% | +1,805+33.5% | Added |
| Ironsides Asset Advisors, LLC | 7,185 | $813.8K | 0.19% | 00.0% | Unchanged |
| Ninepoint Partners LP | 7,181 | $813.3K | 0.07% | −13,176−64.7% | Reduced |
| Dover Advisors, LLC | 7,300 | $813.3K | 0.33% | +479+7.0% | Added |
| Athena Wealth Management, LLC | 7,173 | $812.4K | 0.60% | −1,128−13.6% | Reduced |
| Engineers Gate Manager LP | 7,173 | $812.4K | 0.01% | +7,173 | New |
| Carter Financial Group, INC. | 7,171 | $812.2K | 0.42% | −1,048−12.8% | Reduced |
| Manhattan West Asset Management, LLC | 7,162 | $811.3K | 0.14% | +707+11.0% | Added |
| Aviso Wealth Management | 7,162 | $811.3K | 0.32% | −256−3.5% | Reduced |
| Alpha Zero LLC | 7,029 | $808.0K | 0.31% | +2,287+48.2% | Added |
| Nadler Financial Group, Inc. | 7,110 | $805.3K | 0.07% | −431−5.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,104 | $804.5K | 0.07% | 00.0% | Unchanged |
| West Wealth Group, LLC | 7,100 | $804.2K | 0.13% | +347+5.1% | Added |
| Future Fund LLC | 7,072 | $801.0K | 0.23% | +90+1.3% | Added |
| Pettinga Financial Advisors, LLC | 7,061 | $799.7K | 0.13% | −82−1.1% | Reduced |