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; 4,425 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
- Institutional holders
- 4,425
- +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
- 1,881 more added
- Sold out
- 185
- 1,863 more reduced
64 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 235,341 | $26.7M | 0.74% | +14,958+6.8% | Added |
| Mesirow Financial Investment Management, Inc. | 235,308 | $26.7M | 0.42% | +775+0.3% | Added |
| Liontrust Investment Partners LLP | 235,163 | $26.6M | 0.39% | +235,163 | New |
| Atria Investments LLC | 232,581 | $26.3M | 0.26% | −14,642−5.9% | Reduced |
| Venturi Wealth Management, LLC | 230,825 | $26.1M | 1.01% | +1,111+0.5% | Added |
| Montag A & Associates Inc | 230,764 | $26.1M | 1.10% | −2,790−1.2% | Reduced |
| Capital Analysts, LLC | 230,262 | $26.1M | 0.60% | −2,340−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 229,657 | $26.0M | 0.69% | +1,142+0.5% | Added |
| Oakmont Corp | 229,107 | $25.9M | 5.16% | −28,512−11.1% | Reduced |
| Advisors Capital Management, LLC | 227,362 | $25.8M | 0.27% | +2,175+1.0% | Added |
| Evelyn Partners Group Ltd | 226,880 | $25.7M | 0.48% | +226,880 | New |
| Vestmark Advisory Solutions, Inc. | 226,804 | $25.7M | 0.24% | +640+0.3% | Added |
| BTC Capital Management, Inc. | 225,500 | $25.6M | 1.55% | −9,274−4.0% | Reduced |
| Parthenon LLC | 225,415 | $25.5M | 2.65% | −1,025−0.5% | Reduced |
| Tompkins Financial Corp | 225,125 | $25.5M | 1.78% | −16,702−6.9% | Reduced |
| Vontobel Holding Ltd. | 224,972 | $25.5M | 0.09% | +24,626+12.3% | Added |
| Benchstone Capital Management LP | 224,032 | $25.4M | 3.16% | +102,324+84.1% | Added |
| Citizens Financial Group Inc | 223,983 | $25.4M | 0.31% | +10,759+5.0% | Added |
| Daymark Wealth Partners, LLC | 223,260 | $25.3M | 0.62% | +66,323+42.3% | Added |
| Richard C. Young & CO., LTD. | 220,278 | $24.9M | 1.84% | +1,135+0.5% | Added |
| New Mexico Educational Retirement Board | 218,079 | $24.7M | 0.62% | +16,600+8.2% | Added |
| Lathrop Investment Management Corp | 217,908 | $24.7M | 4.37% | −5,880−2.6% | Reduced |
| E Fund Management Co., Ltd. | 217,891 | $24.7M | 0.55% | +16,613+8.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 217,359 | $24.6M | 0.61% | +11,800+5.7% | Added |
| Cutler Investment Counsel LLC | 217,092 | $24.6M | 2.31% | −425−0.2% | Reduced |
| Trajan Wealth LLC | 216,885 | $24.6M | 0.93% | −6,546−2.9% | Reduced |
| Patten & Patten Inc | 215,034 | $24.4M | 1.29% | −3,425−1.6% | Reduced |
| Nemes Rush Group LLC | 214,717 | $24.3M | 2.01% | +3,742+1.8% | Added |
| Verition Fund Management LLC | 214,195 | $24.3M | 0.17% | +148,683+227.0% | Added |
| Davidson Investment Advisors | 214,078 | $24.2M | 0.99% | −10,798−4.8% | Reduced |
| Fred Alger Management, LLC | 213,748 | $24.2M | 0.08% | −66,763−23.8% | Reduced |
| Bragg Financial Advisors, Inc | 212,224 | $24.0M | 0.64% | −6,681−3.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 212,044 | $24.0M | 0.67% | +13,216+6.6% | Added |
| Mission Wealth Management, LP | 211,529 | $24.0M | 0.30% | +157,799+293.7% | Added |
| Azimuth Capital Investment Management LLC | 210,958 | $23.9M | 0.81% | −5,225−2.4% | Reduced |
| Edge Wealth Management LLC | 208,255 | $23.6M | 3.97% | −245−0.1% | Reduced |
| First Horizon Corp | 206,958 | $23.4M | 0.90% | −5,434−2.6% | Reduced |
| CCM Investment Advisers LLC | 205,985 | $23.3M | 1.81% | +5,689+2.8% | Added |
| Strategic Planning Group, LLC | 205,911 | $23.3M | 2.54% | +13,324+6.9% | Added |
| Vestcor Inc | 204,702 | $23.2M | 0.57% | −18,296−8.2% | Reduced |
| SRB Corp | 202,248 | $22.9M | 1.23% | −418,331−67.4% | Reduced |
| Adell Harriman & Carpenter Inc | 201,654 | $22.8M | 1.17% | +11,690+6.2% | Added |
| Dearborn Partners LLC | 200,798 | $22.7M | 1.29% | −57,483−22.3% | Reduced |
| Stratos Wealth Partners, LTD. | 200,360 | $22.7M | 0.23% | +9,409+4.9% | Added |
| SageGuard Financial Group, LLC | 199,823 | $22.6M | 3.18% | +4,785+2.5% | Added |
| Abner Herrman & Brock LLC | 198,968 | $22.5M | 2.14% | −3,194−1.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 198,076 | $22.4M | 0.45% | −7,513−3.7% | Reduced |
| Clarity Financial LLC | 197,868 | $22.4M | 1.92% | +47,215+31.3% | Added |
| One Capital Management, LLC | 180,243 | $22.4M | 0.62% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 195,863 | $22.2M | 0.31% | +2,416+1.2% | Added |
| Leavell Investment Management, Inc. | 195,861 | $22.2M | 0.81% | −650.0% | Reduced |
| Oppenheimer Asset Management Inc. | 195,790 | $22.2M | 0.23% | +8,971+4.8% | Added |
| Letko, Brosseau & Associates Inc | 195,046 | $22.1M | 0.33% | −4,380−2.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 193,722 | $21.9M | 0.43% | +67,592+53.6% | Added |
| IHT Wealth Management, LLC | 193,525 | $21.9M | 0.47% | +16,454+9.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 192,750 | $21.8M | 0.79% | +17,164+9.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 192,381 | $21.8M | 0.69% | −57,000−22.9% | Reduced |
| First American Bank | 192,306 | $21.8M | 1.22% | −571−0.3% | Reduced |
| Thoroughbred Financial Services, LLC | 191,907 | $21.7M | 1.04% | +2,021+1.1% | Added |
| First Nebraska Trust Co | 189,779 | $21.5M | 1.74% | −289−0.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 189,706 | $21.5M | 1.28% | +39,744+26.5% | Added |
| Jefferies Financial Group Inc. | 189,107 | $21.4M | 0.20% | −442,160−70.0% | Reduced |
| Siemens Fonds Invest GmbH | 189,141 | $21.4M | 1.05% | +10,593+5.9% | Added |
| Level Four Advisory Services, LLC | 188,690 | $21.4M | 0.60% | +5,099+2.8% | Added |
| Modera Wealth Management, LLC | 187,967 | $21.3M | 0.23% | −6,430−3.3% | Reduced |
| Generate Investment Management Ltd | 187,126 | $21.2M | 0.87% | +187,126 | New |
| Stonebridge Capital Advisors LLC | 186,816 | $21.2M | 1.35% | −27,186−12.7% | Reduced |
| Cornerstone Wealth Management, LLC | 186,618 | $21.1M | 0.91% | +5,895+3.3% | Added |
| Moran Wealth Management, LLC | 186,379 | $21.1M | 0.58% | +25,148+15.6% | Added |
| Forbes J M & Co LLP | 185,909 | $21.1M | 1.66% | −276−0.1% | Reduced |
| RSM US Wealth Management LLC | 185,796 | $21.0M | 0.23% | +2,292+1.2% | Added |
| Sagespring Wealth Partners, LLC | 185,085 | $21.0M | 0.32% | +5,845+3.3% | Added |
| Whitener Capital Management, Inc. | 185,044 | $21.0M | 4.44% | −1,170−0.6% | Reduced |
| GW Henssler & Associates Ltd | 184,996 | $21.0M | 0.93% | +623+0.3% | Added |
| Pittenger & Anderson Inc | 184,261 | $20.9M | 0.75% | +28,494+18.3% | Added |
| Simplicity Wealth,LLC | 184,119 | $20.9M | 0.70% | +134,621+272.0% | Added |
| Kinsale Capital Group, Inc. | 183,565 | $20.8M | 2.76% | +15,301+9.1% | Added |
| Callan Family Office, LLC | 183,286 | $20.8M | 0.41% | +1,578+0.9% | Added |
| Cypress Funds LLC | 182,196 | $20.6M | 6.57% | −69,888−27.7% | Reduced |
| Calamos Wealth Management LLC | 181,893 | $20.6M | 0.63% | −6,536−3.5% | Reduced |
| Ascent Group, LLC | 181,787 | $20.6M | 0.62% | +588+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 181,556 | $20.6M | 0.38% | −4,843−2.6% | Reduced |
| Hartline Investment Corp | 181,480 | $20.6M | 1.79% | −1,709−0.9% | Reduced |
| JB Capital LLC | 181,075 | $20.5M | 0.71% | +11,576+6.8% | Added |
| Acadian Asset Management LLC | 181,011 | $20.5M | 0.02% | −164,439−47.6% | Reduced |
| Sumitomo Life Insurance Co | 179,589 | $20.3M | 0.33% | +1,835+1.0% | Added |
| Fiduciary Group LLC | 178,737 | $20.2M | 1.59% | −2,120−1.2% | Reduced |
| Managed Asset Portfolios, LLC | 178,651 | $20.2M | 2.31% | +1,927+1.1% | Added |
| Allen Investment Management LLC | 178,668 | $20.2M | 0.24% | +210.0% | Added |
| Generali Asset Management SPA SGR | 178,280 | $20.2M | 0.37% | +17,434+10.8% | Added |
| Meitav Dash Investments Ltd | 177,961 | $20.2M | 0.14% | +177,961 | New |
| Global Retirement Partners, LLC | 177,876 | $20.1M | 0.31% | +177,876 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 177,246 | $20.1M | 0.29% | +979+0.6% | Added |
| Hancock Whitney Corp | 177,236 | $20.1M | 0.33% | −572−0.3% | Reduced |
| Flossbach Von Storch AG | 176,957 | $20.0M | 0.09% | −54,805−23.6% | Reduced |
| Great Valley Advisor Group, Inc. | 176,942 | $20.0M | 0.32% | +4,741+2.8% | Added |
| SummitTX Capital, L.P. | 176,720 | $20.0M | 0.53% | +130,095+279.0% | Added |
| Compagnie Lombard Odier SCmA | 176,512 | $20.0M | 0.22% | +1,742+1.0% | Added |
| Lynch & Associates | 176,203 | $20.0M | 3.49% | −1,325−0.7% | Reduced |
| City Holding Co | 175,271 | $19.9M | 2.24% | −3,634−2.0% | Reduced |