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 |
|---|---|---|---|---|---|
| Petros Family Wealth, LLC | 7,058 | $799.4K | 0.49% | −5−0.1% | Reduced |
| Invenio Wealth Partners LLC | 7,035 | $796.8K | 0.29% | +193+2.8% | Added |
| waypoint wealth counsel | 7,008 | $793.8K | 0.50% | −3,779−35.0% | Reduced |
| BCS Wealth Management | 7,007 | $793.6K | 0.14% | +232+3.4% | Added |
| Blueshift Asset Management, LLC | 6,997 | $792.5K | 0.18% | +361+5.4% | Added |
| Oakwell Private Wealth Management, LLC | 6,988 | $791.4K | 0.13% | −621−8.2% | Reduced |
| LBMC Investment Advisors, LLC | 6,986 | $791.2K | 0.04% | −2,399−25.6% | Reduced |
| Rasp Wealth Solutions, LLC | 6,969 | $789.3K | 0.26% | +6,969 | New |
| LightSquare Wealth Management, LLC | 6,963 | $788.7K | 0.54% | +283+4.2% | Added |
| Montz Harcus Wealth Management LLC | 6,926 | $784.4K | 0.28% | +96+1.4% | Added |
| Safeguard Investment Advisory Group, LLC | 6,924 | $784.1K | 0.18% | +646+10.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 6,922 | $784.0K | 0.52% | +37+0.5% | Added |
| Zevin Asset Management LLC | 6,916 | $783.3K | 0.11% | 00.0% | Unchanged |
| Ballast Advisors LLC | 6,915 | $783.2K | 0.19% | +356+5.4% | Added |
| Frisch Financial Group, Inc. | 6,915 | $783.2K | 0.13% | +29+0.4% | Added |
| Thompson Davis & Co., Inc. | 6,944 | $783.1K | 0.47% | +791+12.9% | Added |
| Madison Wealth Partners, Inc | 6,912 | $782.8K | 0.10% | +1,944+39.1% | Added |
| Clifford Group, LLC | 6,910 | $782.6K | 0.54% | +270+4.1% | Added |
| Petra Financial Advisors Inc | 6,896 | $781.0K | 0.36% | −3,972−36.5% | Reduced |
| Thrive Wealth Management, LLC | 6,894 | $780.8K | 0.10% | +343+5.2% | Added |
| Rooted Wealth Advisors, Inc. | 6,888 | $780.1K | 0.19% | +311+4.7% | Added |
| Game Plan Financial Advisors, LLC | 6,875 | $778.7K | 0.29% | +2,262+49.0% | Added |
| Beacon Investment Advisory Services, Inc. | 6,874 | $778.5K | 0.03% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,870 | $778.0K | 0.19% | −1,607−19.0% | Reduced |
| EJMK Ventures LLC | 6,868 | $777.9K | 0.35% | −859−11.1% | Reduced |
| Holland Advisory Services, Inc. | 6,866 | $777.7K | 0.86% | −127−1.8% | Reduced |
| Clear Harbor Asset Management, LLC | 6,856 | $776.5K | 0.05% | −86−1.2% | Reduced |
| Sharp Financial Services, LLC | 6,834 | $774.0K | 0.36% | +1,236+22.1% | Added |
| Invera Wealth Advisors, LLC | 6,829 | $773.5K | 0.41% | −558−7.6% | Reduced |
| PCG Asset Management, LLC | 6,815 | $771.9K | 0.55% | −180−2.6% | Reduced |
| Tufton Capital Management | 6,809 | $771.0K | 0.13% | +10+0.1% | Added |
| Avalon Trust Co | 6,793 | $769.4K | 0.05% | 00.0% | Unchanged |
| Maia Wealth LLC | 6,791 | $769.1K | 0.11% | +178+2.7% | Added |
| Dogwood Wealth Management LLC | 6,785 | $768.5K | 0.30% | −3,119−31.5% | Reduced |
| Thayer Partners, LLC | 6,768 | $766.5K | 0.32% | −97−1.4% | Reduced |
| Van Strum & Towne Inc. | 6,741 | $763.5K | 0.21% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 6,753 | $762.7K | 0.16% | +10.0% | Added |
| Strategic Financial Services, Inc, | 6,728 | $762.0K | 0.03% | −55−0.8% | Reduced |
| Manske Wealth Management | 6,727 | $761.9K | 0.19% | −31−0.5% | Reduced |
| Aegis Wealth Management, Inc. | 6,726 | $761.8K | 0.49% | +111+1.7% | Added |
| OceanIQ Capital, LLC | 6,655 | $753.7K | 0.46% | +6,655 | New |
| CAP Partners, LLC | 6,651 | $753.3K | 0.37% | +57+0.9% | Added |
| Michael S. Ryan, Inc. | 6,649 | $753.1K | 0.38% | +84+1.3% | Added |
| Arcataur Capital Management LLC | 6,643 | $752.4K | 0.19% | +70+1.1% | Added |
| Axiom Investment Management LLC | 6,639 | $751.9K | 0.50% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 6,623 | $750.1K | 0.31% | −67−1.0% | Reduced |
| Power Wealth Management LLC | 6,619 | $749.7K | 0.26% | 00.0% | Unchanged |
| REDW Wealth LLC | 6,618 | $749.6K | 0.27% | +65+1.0% | Added |
| Lee Johnson Capital Management, LLC | 6,614 | $749.1K | 0.23% | −2,635−28.5% | Reduced |
| Samalin Investment Counsel, LLC | 6,602 | $747.7K | 0.24% | +15+0.2% | Added |
| TPG Advisors LLC | 6,598 | $747.3K | 0.41% | +63+1.0% | Added |
| Markowski Investments | 6,597 | $747.1K | 0.16% | +6,597 | New |
| DRW Securities, LLC | 6,592 | $746.6K | 0.04% | +6,592 | New |
| Warren Street Wealth Advisors, LLC | 6,588 | $746.2K | 0.17% | +379+6.1% | Added |
| Bigelow Investment Advisors, LLC | 6,585 | $745.8K | 0.27% | +89+1.4% | Added |
| Northern Oak Wealth Management Inc | 6,581 | $745.4K | 0.08% | −159−2.4% | Reduced |
| David J Yvars Group | 6,576 | $744.7K | 0.37% | +10+0.2% | Added |
| Kaydan Wealth Management, Inc. | 6,569 | $744.0K | 0.23% | −207−3.1% | Reduced |
| US Asset Management LLC | 6,568 | $743.9K | 0.57% | +69+1.1% | Added |
| Marathon Wealth Advisors LLC | 6,562 | $743.2K | 0.25% | −55−0.8% | Reduced |
| United Bank | 6,560 | $743.0K | 0.09% | −1,591−19.5% | Reduced |
| CWC Advisors, LLC. | 6,554 | $742.3K | 0.33% | −302−4.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 6,552 | $742.1K | 0.10% | +4,626+240.2% | Added |
| Braeburn Wealth Management LLC | 6,543 | $741.1K | 0.32% | +347+5.6% | Added |
| Ares Financial Consulting, LLC | 6,535 | $740.2K | 0.53% | +10.0% | Added |
| Widmann Financial Services, Inc. | 6,534 | $740.0K | 0.40% | −822−11.2% | Reduced |
| Peachtree Investment Partners, LLC | 6,517 | $738.2K | 0.24% | −303−4.4% | Reduced |
| Bath Savings Trust Co | 6,516 | $738.0K | 0.08% | −50−0.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 6,515 | $737.9K | 0.26% | 00.0% | Unchanged |
| Inceptionr LLC | 6,511 | $737.4K | 0.18% | +6,511 | New |
| Keystone Wealth Services, LLC | 6,507 | $737.0K | 0.14% | −15−0.2% | Reduced |
| BKA Wealth Consulting, Inc. | 6,502 | $736.4K | 0.51% | −8,943−57.9% | Reduced |
| Paulson Wealth Management Inc. | 6,498 | $736.0K | 0.16% | −4−0.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 6,483 | $734.2K | 0.08% | −83−1.3% | Reduced |
| Parvin Asset Management, LLC | 6,481 | $734.0K | 0.59% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 6,462 | $731.9K | 0.27% | −387−5.7% | Reduced |
| Northbridge Financial Group, LLC | 6,459 | $731.6K | 0.28% | +594+10.1% | Added |
| Riversedge Advisors, LLC | 6,455 | $731.1K | 0.10% | −444−6.4% | Reduced |
| Shoker Investment Counsel, Inc. | 6,439 | $729.4K | 0.18% | +207+3.3% | Added |
| Centerpoint Advisory Group | 6,431 | $728.4K | 0.46% | +510+8.6% | Added |
| Allen Wealth Management, LLC | 6,389 | $723.6K | 0.35% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 6,386 | $723.3K | 0.26% | −69−1.1% | Reduced |
| Partners in Financial Planning | 6,377 | $722.3K | 0.11% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 6,384 | $722.2K | 0.07% | +6,384 | New |
| Investment Advisory Group, LLC | 6,371 | $721.6K | 0.16% | +250+4.1% | Added |
| Asset Advisory Group, Inc. | 6,367 | $721.1K | 0.32% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 6,355 | $719.8K | 0.01% | −22−0.3% | Reduced |
| Fieldview Capital Management, LLC | 6,345 | $718.6K | 0.20% | +6,345 | New |
| AMG Asset Management Group, Inc. | 6,343 | $718.4K | 0.45% | −32−0.5% | Reduced |
| Garde Capital, Inc. | 6,324 | $716.3K | 0.03% | +488+8.4% | Added |
| Expressive Wealth LLC | 6,323 | $716.1K | 0.68% | +387+6.5% | Added |
| Catalyst Investment Management LLC | 6,321 | $715.9K | 0.65% | +36+0.6% | Added |
| Intelligence Driven Advisers, LLC | 6,320 | $715.9K | 0.12% | +117+1.9% | Added |
| Mosley Wealth Management | 6,312 | $714.9K | 0.23% | +1,264+25.0% | Added |
| Berry Wealth Group, LP | 6,311 | $714.7K | 2.30% | −68−1.1% | Reduced |
| Seaside Wealth Management, Inc. | 6,310 | $714.7K | 0.18% | +277+4.6% | Added |
| All Terrain Financial Advisors, LLC | 6,308 | $714.5K | 0.15% | −1,105−14.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 6,288 | $712.2K | 0.57% | +98+1.6% | Added |
| Schmidt P J Investment Management Inc | 6,272 | $710.4K | 0.11% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 6,256 | $708.5K | 0.11% | +830+15.3% | Added |