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; 4,428 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: 109 institutions have reported holding WMT so far. See Q3 2026
- Institutional holders
- 4,428
- +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
62 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 | 4,428 | $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 |
|---|---|---|---|---|---|
| Planning Center, Inc. | 6,251 | $708.0K | 0.07% | +100+1.6% | Added |
| Bramshill Investments, LLC | 6,250 | $707.9K | 0.05% | +1,250+25.0% | Added |
| Michels Family Financial, LLC | 6,244 | $707.2K | 0.45% | −19−0.3% | Reduced |
| GSB Wealth Management, LLC | 6,243 | $707.1K | 0.14% | +680+12.2% | Added |
| M. Kraus & Co | 6,241 | $706.9K | 0.19% | +312+5.3% | Added |
| Tevis Investment Management | 6,240 | $706.7K | 0.39% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 6,236 | $706.3K | 0.11% | −10,244−62.2% | Reduced |
| Napier Financial, LLC | 6,232 | $705.8K | 0.15% | −74−1.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,228 | $705.4K | 0.16% | −20−0.3% | Reduced |
| Armstrong Henry H Associates Inc | 6,221 | $704.6K | 0.07% | −143−2.2% | Reduced |
| Fourth Dimension Wealth, LLC | 6,213 | $703.7K | 0.22% | +2,502+67.4% | Added |
| Capital Management Associates, Inc | 6,210 | $703.4K | 0.14% | +1,085+21.2% | Added |
| Main Street Group, LTD | 6,210 | $703.3K | 0.16% | +23+0.4% | Added |
| Topsail Wealth Management, LLC | 6,207 | $703.0K | 0.09% | +68+1.1% | Added |
| Sonoma Allocations LLC | 6,499 | $702.9K | 0.30% | −164−2.5% | Reduced |
| Meritas Wealth Management, LLC | 6,205 | $702.8K | 0.27% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 6,194 | $701.5K | 0.54% | −1,584−20.4% | Reduced |
| Kestra Investment Management, LLC | 6,178 | $699.8K | 0.01% | +1,605+35.1% | Added |
| Sittner & Nelson, LLC | 6,176 | $699.5K | 0.22% | +52+0.8% | Added |
| LifeGuide Financial Advisors, LLC | 6,171 | $698.9K | 0.20% | −50−0.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 6,170 | $698.8K | 0.16% | +1,103+21.8% | Added |
| Townsend Asset Management Corp | 6,167 | $698.5K | 0.22% | +257+4.3% | Added |
| Quattro Advisors LLC | 6,166 | $698.4K | 0.46% | +1,087+21.4% | Added |
| Rollins Financial Advisors, LLC | 6,158 | $697.5K | 0.09% | +138+2.3% | Added |
| Pinkerton Retirement Specialists, LLC | 5,610 | $697.2K | 0.06% | −52,686−90.4% | Reduced |
| Glass Wealth Management Co LLC | 6,147 | $696.2K | 0.23% | +728+13.4% | Added |
| Clark Financial Services Group Inc | 6,136 | $695.0K | 0.33% | −147−2.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 6,126 | $693.9K | 0.43% | +91+1.5% | Added |
| Acorn Wealth Advisors, LLC | 6,126 | $693.8K | 0.17% | +13+0.2% | Added |
| MKT Advisors LLC | 6,215 | $693.2K | 0.22% | −881−12.4% | Reduced |
| Gibson Capital, LLC | 6,119 | $693.0K | 0.11% | −46−0.7% | Reduced |
| Retirement Planning Group, LLC | 6,108 | $691.8K | 0.38% | +20.0% | Added |
| Wedgewood Investors Inc | 6,104 | $691.3K | 0.71% | +125+2.1% | Added |
| Aua Capital Management, LLC | 6,102 | $691.1K | 0.32% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 6,086 | $689.3K | 0.22% | −2,382−28.1% | Reduced |
| Howe & Rusling Inc | 6,062 | $686.6K | 0.04% | +14+0.2% | Added |
| Hohimer Wealth Management, LLC | 6,060 | $686.3K | 0.07% | −332−5.2% | Reduced |
| Affinity Capital Advisors, LLC | 6,201 | $686.1K | 0.08% | −677−9.8% | Reduced |
| Encompass More Asset Management | 6,057 | $686.0K | 0.10% | +82+1.4% | Added |
| 6th Street Advisors, LLC | 6,057 | $686.0K | 0.39% | +209+3.6% | Added |
| Magnolia Capital Management Ltd | 6,060 | $686.0K | 0.47% | −1,725−22.2% | Reduced |
| Oxford Wealth Group, LLC | 6,055 | $685.8K | 0.31% | +561+10.2% | Added |
| LeConte Wealth Management, LLC | 6,053 | $685.5K | 0.37% | +392+6.9% | Added |
| Vista Capital Partners, Inc. | 6,048 | $685.0K | 0.06% | −285−4.5% | Reduced |
| Southland Equity Partners LLC | 6,044 | $684.6K | 0.12% | +505+9.1% | Added |
| Sage Rhino Capital LLC | 6,043 | $684.4K | 0.11% | +319+5.6% | Added |
| ForthRight Wealth Management, LLC | 6,043 | $684.4K | 0.18% | 00.0% | Unchanged |
| Redwood Family Wealth LLC | 6,038 | $683.9K | 0.61% | +1,775+41.6% | Added |
| Xxi Wealth, LLC | 6,038 | $683.9K | 0.31% | +740+14.0% | Added |
| Ogorek Anthony Joseph | 6,030 | $683.0K | 0.17% | +312+5.5% | Added |
| Birch Financial Group, LLC | 6,018 | $681.6K | 0.35% | −170−2.7% | Reduced |
| Wingate Wealth Advisors, Inc. | 6,017 | $681.5K | 0.30% | −221−3.5% | Reduced |
| Eight 31 Financial LLC | 6,000 | $679.6K | 0.40% | 00.0% | Unchanged |
| Lionhunter Capital Management, LLC | 6,000 | $679.6K | 0.31% | +6,000 | New |
| Barnes Wealth Management Group, Inc | 5,994 | $678.9K | 0.31% | −100−1.6% | Reduced |
| M3 Advisory Group, LLC | 5,990 | $678.4K | 0.35% | −160−2.6% | Reduced |
| Poehling Capital Management, LLC | 5,986 | $678.0K | 0.15% | +52+0.9% | Added |
| Auxano Advisors, LLC | 5,979 | $677.2K | 0.13% | +105+1.8% | Added |
| American Institute for Advanced Investment Management, LLP | 5,960 | $675.0K | 0.39% | +95+1.6% | Added |
| Novak & Powell Financial Services, Inc. | 5,953 | $674.2K | 0.32% | +13+0.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 83,757 | $673.7K | 0.22% | +55+0.1% | Added |
| Black Diamond Financial, LLC | 5,947 | $673.6K | 0.06% | +214+3.7% | Added |
| IFC & Insurance Marketing, Inc. | 5,944 | $673.2K | 0.59% | +140+2.4% | Added |
| Wescott Financial Advisory Group, LLC | 5,934 | $672.1K | 0.05% | −18−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 5,923 | $670.8K | 0.14% | +13+0.2% | Added |
| Brogan Financial, Inc. | 5,920 | $670.5K | 0.27% | −156−2.6% | Reduced |
| R2 Capital Strategies, LLC | 5,919 | $670.4K | 0.30% | +5,919 | New |
| Planning Directions Inc | 5,917 | $670.2K | 0.31% | +20+0.3% | Added |
| Core Wealth Advisors, Inc. | 5,916 | $670.1K | 0.13% | +627+11.9% | Added |
| Blue Rock Wealth Management LLC | 5,916 | $670.0K | 0.37% | +1,450+32.5% | Added |
| Lawood & Co | 5,897 | $667.9K | 0.45% | −135−2.2% | Reduced |
| Capital Investment Management, Inc. | 5,897 | $667.8K | 0.20% | −217−3.5% | Reduced |
| Commons Capital, LLC | 5,896 | $667.8K | 0.47% | +223+3.9% | Added |
| Evolution Wealth Advisors, LLC | 5,893 | $667.4K | 0.08% | +300+5.4% | Added |
| Morris Financial Concepts, Inc. | 5,874 | $665.3K | 0.20% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 5,867 | $664.5K | 0.26% | +72+1.2% | Added |
| National Philanthropic Trust | 5,857 | $663.4K | 0.01% | +1,258+27.4% | Added |
| BDFS Capital LLC | 5,857 | $663.4K | 0.29% | −302−4.9% | Reduced |
| Wheelhouse Advisory Group LLC | 5,853 | $662.9K | 0.19% | +371+6.8% | Added |
| Transamerica Financial Advisors, Inc. | 5,851 | $662.8K | 0.06% | +1,230+26.6% | Added |
| Spartan Planning & Wealth Management | 5,850 | $662.5K | 0.44% | −4,950−45.8% | Reduced |
| Chesley Taft & Associates LLC | 5,841 | $661.6K | 0.03% | +711+13.9% | Added |
| IFG Advisors, LLC | 5,835 | $660.9K | 0.09% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 5,832 | $660.5K | 0.34% | +4,002+218.7% | Added |
| Atticus Wealth Management, LLC | 5,829 | $660.2K | 0.16% | +46+0.8% | Added |
| MOR Wealth Management, LLC | 5,827 | $660.0K | 0.26% | +2,276+64.1% | Added |
| Wick Capital Partners, LLC | 5,822 | $659.4K | 0.10% | −1,547−21.0% | Reduced |
| Serenity Investment Advisors | 6,343 | $658.6K | 0.28% | +166+2.7% | Added |
| AGH Wealth Advisors, LLC | 5,808 | $657.8K | 0.42% | −20.0% | Reduced |
| Capital Advantage, Inc. | 5,804 | $657.4K | 0.08% | −183−3.1% | Reduced |
| Burns J W & Co Inc | 5,802 | $657.1K | 0.07% | +640+12.4% | Added |
| Sentinel Trust Co Lba | 5,792 | $656.0K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 5,771 | $653.6K | 0.04% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 5,767 | $653.0K | 0.47% | +5,767 | New |
| Hummer Financial Advisory Services Inc | 5,765 | $652.9K | 0.43% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 5,762 | $652.6K | 0.16% | −2,702−31.9% | Reduced |
| Legend Capital Advisors LLC | 5,751 | $651.4K | 0.35% | 00.0% | Unchanged |
| Eagle Strategies LLC | 5,726 | $648.5K | 0.06% | +77+1.4% | Added |
| Athena Investment Management | 5,718 | $647.6K | 0.38% | −2,651−31.7% | Reduced |
| Everest Management Corp. | 5,715 | $647.3K | 0.24% | −6,200−52.0% | Reduced |