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; 4,426 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
- 4,426
- +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
- 1,864 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 | 4,426 | $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 |
|---|---|---|---|---|---|
| SFMG, LLC | 111,028 | $12.6M | 0.77% | +2,255+2.1% | Added |
| Harrell Investment Partners, LLC | 110,729 | $12.5M | 2.72% | +1,351+1.2% | Added |
| Retirement Planning Group | 110,695 | $12.5M | 0.32% | −1,312−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 110,565 | $12.5M | 0.26% | −518−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 110,373 | $12.5M | 0.50% | +3,013+2.8% | Added |
| Barbara Oil Co. | 110,000 | $12.5M | 4.19% | 00.0% | Unchanged |
| GFS Advisors, LLC | 170,753 | $12.4M | 1.42% | +69,554+68.7% | Added |
| GLOBALT Investments LLC | 109,801 | $12.4M | 0.42% | −1,856−1.7% | Reduced |
| Savvy Advisors, Inc. | 109,728 | $12.4M | 0.27% | −160.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 109,647 | $12.4M | 2.24% | −2,384−2.1% | Reduced |
| Texas Yale Capital Corp. | 109,353 | $12.4M | 0.27% | −200−0.2% | Reduced |
| Winton Group Ltd | 109,344 | $12.4M | 0.40% | +109,344 | New |
| IFG Advisory, LLC | 109,067 | $12.4M | 0.43% | +109,022+242,271.1% | Added |
| Spirepoint Private Client, LLC | 108,989 | $12.3M | 1.00% | +703+0.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 107,934 | $12.2M | 0.46% | +6,925+6.9% | Added |
| Associated Banc-Corp | 107,829 | $12.2M | 0.29% | +3,328+3.2% | Added |
| Boston Research & Management Inc | 107,734 | $12.2M | 2.70% | −2,390−2.2% | Reduced |
| Mather Group, LLC. | 107,409 | $12.2M | 0.11% | +54,037+101.2% | Added |
| YHB Investment Advisors, Inc. | 107,297 | $12.2M | 0.78% | +8,168+8.2% | Added |
| Field & Main Bank | 106,407 | $12.1M | 2.49% | −1,116−1.0% | Reduced |
| XTX Topco Ltd | 106,320 | $12.0M | 0.16% | +39,386+58.8% | Added |
| LDIC Inc. | 105,978 | $12.0M | 7.52% | +105,978 | New |
| Fundamentun, LLC | 105,952 | $12.0M | 0.43% | −1,207−1.1% | Reduced |
| Centaurus Financial, Inc. | 104,996 | $11.9M | 0.46% | +3,012+3.0% | Added |
| Capital Fund Management S.A. | 104,720 | $11.9M | 0.08% | +104,720 | New |
| Hodges Capital Management Inc. | 104,303 | $11.8M | 0.78% | +1,746+1.7% | Added |
| TIAA Wealth Investment Management LLC | 104,266 | $11.8M | 0.08% | −45,591−30.4% | Reduced |
| Freestone Capital Holdings, LLC | 103,961 | $11.8M | 0.31% | +1,369+1.3% | Added |
| RFG Advisory, LLC | 103,885 | $11.8M | 0.18% | −3,932−3.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 103,754 | $11.8M | 0.34% | +5,455+5.5% | Added |
| Fort Washington Investment Advisors Inc | 103,122 | $11.7M | 0.06% | −926−0.9% | Reduced |
| RBF Capital, LLC | 102,822 | $11.6M | 0.49% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 102,699 | $11.6M | 1.40% | +1,774+1.8% | Added |
| Baker Chad R | 102,675 | $11.6M | 1.88% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 102,214 | $11.6M | 4.66% | −568−0.6% | Reduced |
| LMCG Investments, LLC | 102,177 | $11.6M | 0.62% | −528−0.5% | Reduced |
| Modern Wealth Management, LLC | 101,893 | $11.5M | 0.14% | +18,577+22.3% | Added |
| AMJ Financial Wealth Management | 92,639 | $11.5M | 2.73% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 101,511 | $11.5M | 3.17% | −702−0.7% | Reduced |
| Caldwell Trust Co | 101,349 | $11.5M | 0.93% | −3,320−3.2% | Reduced |
| Fiduciary Alliance LLC | 101,307 | $11.5M | 0.78% | −7,023−6.5% | Reduced |
| PFG Investments, LLC | 101,132 | $11.5M | 0.44% | −2,888−2.8% | Reduced |
| Acropolis Investment Management, LLC | 101,087 | $11.4M | 0.45% | −1,931−1.9% | Reduced |
| Gladstone Institutional Advisory LLC | 100,317 | $11.4M | 0.36% | +12,098+13.7% | Added |
| Financial Advisory Service, Inc. | 100,300 | $11.4M | 0.59% | +4,424+4.6% | Added |
| Bradley & Co. Private Wealth Management, LLC | 99,780 | $11.3M | 5.39% | −433−0.4% | Reduced |
| Legacy Private Trust Co. | 99,281 | $11.2M | 0.63% | −1,841−1.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 99,262 | $11.2M | 0.23% | +4,747+5.0% | Added |
| Investment Advisory Services Inc | 99,218 | $11.2M | 3.24% | −255−0.3% | Reduced |
| Advanced Asset Management Advisors Inc | 98,490 | $11.2M | 2.93% | +490.0% | Added |
| Glen Eagle Advisors, LLC | 98,317 | $11.1M | 1.40% | +416+0.4% | Added |
| Nicolet Bankshares Inc | 98,940 | $11.1M | 0.35% | −108−0.1% | Reduced |
| Rossmore Private Capital | 97,755 | $11.1M | 0.90% | +1,883+2.0% | Added |
| New Age Alpha Advisors, LLC | 97,489 | $11.0M | 0.47% | −4,364−4.3% | Reduced |
| Tulsa Wealth Advisors, INC | 97,059 | $11.0M | 1.55% | +4,734+5.1% | Added |
| Diversify Wealth Management, LLC | 98,331 | $11.0M | 0.18% | −925−0.9% | Reduced |
| Diversify Advisory Services, LLC | 98,331 | $11.0M | 0.18% | +98,331 | New |
| Inscription Capital, LLC | 96,807 | $11.0M | 0.97% | +4,748+5.2% | Added |
| Plato Investment Management Ltd | 96,939 | $10.9M | 0.63% | −1,059−1.1% | Reduced |
| Atomi Financial Group, Inc. | 96,289 | $10.9M | 0.29% | +6,459+7.2% | Added |
| Iyo Bank, Ltd. | 96,073 | $10.9M | 3.30% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 95,844 | $10.9M | 1.18% | +95,844 | New |
| BKD Wealth Advisors, LLC | 95,131 | $10.8M | 0.18% | +345+0.4% | Added |
| Crestwood Advisors Group LLC | 95,014 | $10.8M | 0.16% | +22,624+31.3% | Added |
| Opus Investment Management Inc | 95,000 | $10.8M | 5.88% | 00.0% | Unchanged |
| Alerus Financial NA | 94,815 | $10.7M | 0.47% | +4,302+4.8% | Added |
| Catalyst Funds Management Pty Ltd | 94,352 | $10.7M | 0.60% | +38,522+69.0% | Added |
| CSM Advisors, LLC | 94,306 | $10.7M | 0.23% | +4,962+5.6% | Added |
| Aaron Wealth Advisors | 93,516 | $10.6M | 0.54% | −1,380−1.5% | Reduced |
| Mattern Capital Management, LLC | 93,445 | $10.6M | 1.24% | +5,228+5.9% | Added |
| Signal Advisors Wealth, LLC | 93,247 | $10.6M | 0.55% | +2,461+2.7% | Added |
| Tradewinds, LLC. | 629 | $10.5M | 3.30% | −89,365−99.3% | Reduced |
| Change Path, LLC | 93,003 | $10.5M | 0.23% | −5,971−6.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 92,653 | $10.5M | 0.65% | −3,231−3.4% | Reduced |
| Dana Investment Advisors, Inc. | 92,463 | $10.5M | 0.27% | +1,379+1.5% | Added |
| Bridges Investment Management Inc | 92,378 | $10.5M | 0.13% | +12,264+15.3% | Added |
| Forty-three Eighteen Advisors, LLC | 92,326 | $10.5M | 7.04% | −23,991−20.6% | Reduced |
| Capital International Sarl | 92,258 | $10.4M | 0.15% | +2,244+2.5% | Added |
| Royal Fund Management, LLC | 92,069 | $10.4M | 0.87% | −798−0.9% | Reduced |
| Permanens Capital L.P. | 91,844 | $10.4M | 1.07% | +5,156+5.9% | Added |
| Coston, McIsaac & Partners | 91,769 | $10.4M | 2.09% | +759+0.8% | Added |
| Community Bank, N.A. | 91,730 | $10.4M | 1.12% | −1,051−1.1% | Reduced |
| Tyche Wealth Partners LLC | 91,712 | $10.4M | 1.46% | −1,550−1.7% | Reduced |
| Joho Capital LLC | 91,650 | $10.4M | 2.25% | −28,200−23.5% | Reduced |
| Caliber Wealth Management, LLC | 91,586 | $10.4M | 1.00% | −860−0.9% | Reduced |
| Castleark Management LLC | 91,570 | $10.4M | 0.28% | −21,700−19.2% | Reduced |
| LGT Fund Management Co Ltd. | 91,551 | $10.4M | 0.43% | −23,094−20.1% | Reduced |
| Guardian Partners Inc. | 91,518 | $10.4M | 0.94% | −29,781−24.6% | Reduced |
| Chickasaw Capital Management LLC | 91,235 | $10.3M | 0.37% | +1,115+1.2% | Added |
| Naviter Wealth, LLC | 91,065 | $10.3M | 0.94% | +12,649+16.1% | Added |
| Jag Capital Management, LLC | 90,791 | $10.3M | 0.97% | +78,705+651.2% | Added |
| Western Wealth Management, LLC | 90,434 | $10.2M | 0.34% | −1,236−1.3% | Reduced |
| Amarillo National Bank | 90,333 | $10.2M | 1.64% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 89,754 | $10.2M | 0.17% | +6,854+8.3% | Added |
| Rockland Trust Co | 89,716 | $10.2M | 0.40% | −4,993−5.3% | Reduced |
| Frank, Rimerman Advisors LLC | 89,511 | $10.1M | 0.57% | +2,850+3.3% | Added |
| Douglass Winthrop Advisors, LLC | 89,255 | $10.1M | 0.17% | +22,631+34.0% | Added |
| Schonfeld Strategic Advisors LLC | 88,929 | $10.1M | 0.05% | +47,105+112.6% | Added |
| Patton Albertson Miller Group, LLC | 88,908 | $10.1M | 1.00% | −1,131−1.3% | Reduced |
| SeaTown Holdings Pte. Ltd. | 88,708 | $10.0M | 6.04% | +19,500+28.2% | Added |