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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 174,204 | $19.7M | 0.04% | −714,744−80.4% | Reduced |
| Coldstream Capital Management Inc | 173,715 | $19.7M | 0.25% | −7,980−4.4% | Reduced |
| Trans-Canada Capital Inc. | 172,910 | $19.6M | 1.09% | +172,910 | New |
| DJE Kapital AG | 169,446 | $19.5M | 0.37% | +29,225+20.8% | Added |
| Dodge & Cox | 172,435 | $19.5M | 0.01% | −1,875−1.1% | Reduced |
| Optiver Holding B.V. | 172,127 | $19.5M | 0.28% | +171,320+21,229.2% | Added |
| First Financial Bankshares Inc | 172,045 | $19.5M | 0.36% | +2,740+1.6% | Added |
| Ethic Inc. | 170,782 | $19.3M | 0.24% | −3,102−1.8% | Reduced |
| E. Ohman J:or Asset Management AB | 170,280 | $19.3M | 0.45% | +55,300+48.1% | Added |
| Empirical Capital Management, LLC | 170,000 | $19.3M | 5.26% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 169,826 | $19.2M | 0.99% | +51,466+43.5% | Added |
| Colonial Trust Advisors | 169,480 | $19.2M | 1.34% | −2,454−1.4% | Reduced |
| Jupiter Asset Management Ltd | 169,257 | $19.2M | 0.10% | +147,999+696.2% | Added |
| Metis Global Partners, LLC | 168,641 | $19.1M | 0.43% | −15,317−8.3% | Reduced |
| Bleakley Financial Group, LLC | 168,635 | $19.1M | 0.24% | +10,900+6.9% | Added |
| Milford Funds Ltd | 168,275 | $19.1M | 0.31% | +12,652+8.1% | Added |
| Kingsview Wealth Management, LLC | 167,885 | $19.0M | 0.23% | −387,947−69.8% | Reduced |
| MMBG Investment Advisors Co. | 167,546 | $19.0M | 1.50% | +1,395+0.8% | Added |
| Laffer Tengler Investments | 167,545 | $19.0M | 2.43% | +3,405+2.1% | Added |
| Visionary Wealth Advisors | 167,459 | $19.0M | 0.75% | −994−0.6% | Reduced |
| Webster Bank, N. A. | 167,131 | $18.9M | 1.64% | −4,604−2.7% | Reduced |
| St Germain D J Co Inc | 164,657 | $18.6M | 0.67% | −9,583−5.5% | Reduced |
| VestGen Advisors, LLC | 164,218 | $18.6M | 0.55% | −1,072−0.6% | Reduced |
| Alps Advisors Inc | 163,940 | $18.6M | 0.09% | +104,584+176.2% | Added |
| Parallel Advisors, LLC | 163,898 | $18.6M | 0.28% | +4,070+2.5% | Added |
| Signaturefd, LLC | 162,445 | $18.4M | 0.25% | +348+0.2% | Added |
| Laird Norton Trust Company, LLC | 162,214 | $18.4M | 0.35% | +1,846+1.2% | Added |
| American Assets Investment Management, LLC | 162,000 | $18.3M | 1.11% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 161,318 | $18.3M | 1.67% | +3,218+2.0% | Added |
| Fideuram Asset Management (Ireland) dac | 150,259 | $18.1M | 0.35% | +66,911+80.3% | Added |
| Paralel Advisors LLC | 160,000 | $18.1M | 0.70% | −110,000−40.7% | Reduced |
| SCS Capital Management LLC | 159,836 | $18.1M | 0.17% | −6,388−3.8% | Reduced |
| Banque Cantonale Vaudoise | 159,512 | $18.1M | 0.70% | +46,398+41.0% | Added |
| Cardinal Point Capital Management, ULC | 159,441 | $18.1M | 1.02% | −4,961−3.0% | Reduced |
| Trust Co of Vermont | 159,275 | $18.0M | 0.67% | +159,275 | New |
| Wealthspire Advisors, LLC | 159,109 | $18.0M | 0.10% | +65,644+70.2% | Added |
| Independent Financial Group, LLC | 158,800 | $18.0M | 0.34% | −4,934−3.0% | Reduced |
| LMG Wealth Partners, LLC | 158,724 | $18.0M | 2.87% | −613−0.4% | Reduced |
| Flputnam Investment Management Co | 158,313 | $17.9M | 0.21% | +64,331+68.5% | Added |
| Bellecapital International Ltd. | 158,099 | $17.9M | 2.86% | −4,456−2.7% | Reduced |
| Meridian Wealth Management, LLC | 157,755 | $17.9M | 0.55% | −16,230−9.3% | Reduced |
| Fulcrum Asset Management LLP | 155,672 | $17.8M | 1.78% | +155,672 | New |
| Pettyjohn, Wood & White, Inc | 157,510 | $17.8M | 2.60% | −1,033−0.7% | Reduced |
| Physicians Financial Services, Inc. | 157,447 | $17.8M | 4.45% | −311−0.2% | Reduced |
| Wealth Group, Ltd. | 157,447 | $17.8M | 4.45% | +110,577+235.9% | Added |
| Perfromance Wealth Partners, LLC | 157,048 | $17.8M | 0.44% | +12,389+8.6% | Added |
| GHP Investment Advisors, Inc. | 156,934 | $17.8M | 0.65% | −1,036−0.7% | Reduced |
| CAPROCK Group, Inc. | 156,594 | $17.7M | 0.34% | +156,594 | New |
| Integrity Alliance, LLC. | 155,750 | $17.6M | 0.55% | −1,685−1.1% | Reduced |
| Gabelli Funds LLC | 155,200 | $17.6M | 0.11% | 00.0% | Unchanged |
| Fiduciary Trust Co | 155,179 | $17.6M | 0.19% | −4,764−3.0% | Reduced |
| Aquatic Capital Management LLC | 154,785 | $17.5M | 0.60% | +154,785 | New |
| Agf Management Ltd | 154,688 | $17.5M | 0.07% | −3,148,772−95.3% | Reduced |
| Rowland & Co Investment Counsel | 154,570 | $17.5M | 3.19% | −2,897−1.8% | Reduced |
| Atwater Malick LLC | 154,500 | $17.5M | 3.81% | +2,088+1.4% | Added |
| IFP Advisors, Inc | 154,200 | $17.5M | 0.32% | +13,641+9.7% | Added |
| Summit Trail Advisors, LLC | 153,913 | $17.4M | 0.22% | −2,170−1.4% | Reduced |
| Cardinal Capital Management | 153,893 | $17.4M | 2.11% | −1,064−0.7% | Reduced |
| Interval Partners, LP | 153,469 | $17.4M | 0.56% | +145,120+1,738.2% | Added |
| Kepler Cheuvreux (Suisse) SA | 152,422 | $17.2M | 0.99% | +64,604+73.6% | Added |
| ARS Wealth Advisors Group, LLC | 151,889 | $17.2M | 1.35% | −630−0.4% | Reduced |
| Payden & Rygel | 151,860 | $17.2M | 1.32% | +3,560+2.4% | Added |
| Charter Trust Co | 150,791 | $17.1M | 0.92% | +300+0.2% | Added |
| AlphaCore Capital LLC | 150,537 | $17.0M | 0.31% | +4,830+3.3% | Added |
| Unisphere Establishment | 150,000 | $17.0M | 0.14% | +150,000 | New |
| Cadinha & Co LLC | 149,943 | $17.0M | 2.52% | +1,686+1.1% | Added |
| Capital Investment Advisors, LLC | 149,541 | $16.9M | 0.22% | +952+0.6% | Added |
| Foster Victor Wealth Advisors, LLC | 148,628 | $16.9M | 0.89% | +2,191+1.5% | Added |
| WCG Wealth Advisors LLC | 148,711 | $16.8M | 0.40% | +8,431+6.0% | Added |
| Marietta Wealth Management, LLC | 148,566 | $16.8M | 1.73% | +400+0.3% | Added |
| WESPAC Advisors SoCal, LLC | 147,846 | $16.7M | 3.00% | +1,007+0.7% | Added |
| Empirical Finance, LLC | 147,788 | $16.7M | 0.70% | +5,357+3.8% | Added |
| Heritage Trust Co | 147,739 | $16.7M | 1.45% | +406+0.3% | Added |
| Terry L. Blaker | 147,461 | $16.7M | 0.59% | −26,522−15.2% | Reduced |
| Howard Capital Management Inc. | 147,059 | $16.7M | 0.20% | +91,984+167.0% | Added |
| Levin Capital Strategies, L.P. | 146,942 | $16.6M | 1.12% | +16,116+12.3% | Added |
| Brighton Jones LLC | 146,865 | $16.6M | 0.31% | −5,965−3.9% | Reduced |
| Wesleyan Assurance Society | 146,510 | $16.6M | 0.84% | −1,500−1.0% | Reduced |
| GAMMA Investing LLC | 146,221 | $16.6M | 0.62% | +5,715+4.1% | Added |
| Franklin Street Advisors Inc | 145,952 | $16.5M | 0.92% | −10,609−6.8% | Reduced |
| Enclave Advisors LLC | 145,613 | $16.5M | 2.15% | −2,183−1.5% | Reduced |
| Cypress Capital Group | 145,380 | $16.5M | 1.54% | +4,910+3.5% | Added |
| Primecap Management Co | 144,600 | $16.4M | 0.01% | −2,850−1.9% | Reduced |
| Perigon Wealth Management, LLC | 143,878 | $16.3M | 0.26% | −276−0.2% | Reduced |
| BNP Paribas | 143,790 | $16.3M | 0.44% | −32,052−18.2% | Reduced |
| Krilogy Financial LLC | 143,183 | $16.2M | 0.48% | +11,871+9.0% | Added |
| Cullinan Associates Inc | 143,088 | $16.2M | 1.22% | +867+0.6% | Added |
| Moneta Group Investment Advisors LLC | 143,081 | $16.2M | 0.12% | +206+0.1% | Added |
| Trustmark National Bank Trust Department | 142,067 | $16.1M | 0.96% | −506−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 142,062 | $16.1M | 0.05% | −2,885−2.0% | Reduced |
| Congress Asset Management Co | 142,051 | $16.1M | 0.10% | −1,554−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 141,973 | $16.1M | 0.14% | −5,004−3.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 141,839 | $16.1M | 1.63% | −1,236−0.9% | Reduced |
| Spire Wealth Management | 141,149 | $16.0M | 0.48% | +4,538+3.3% | Added |
| Waters Parkerson & Co., LLC | 140,826 | $15.9M | 0.79% | −450−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 140,738 | $15.9M | 0.32% | +61,651+78.0% | Added |
| Clifford Swan Investment Counsel LLC | 140,660 | $15.9M | 0.51% | −4,794−3.3% | Reduced |
| TLW Wealth Management, LLC | 140,654 | $15.9M | 9.01% | −8,685−5.8% | Reduced |
| Keb Asset Management, LLC | 140,617 | $15.9M | 2.58% | −250.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 140,559 | $15.9M | 0.19% | +294+0.2% | Added |