Walmart Inc. (WMT) — Institutional Holders, Q2 2026 (page 21)
4,437 institutional investment managers reported a WMT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $335.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 2,001 to 2,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WMT 13F holders ranked 2,001–2,100 of 4,437
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | SmartHarvest Portfolios#2001 · 17,839 sh | 17,839 | $2.0M | — | +7.3% |
| 2002 | JSF Financial#2002 · 17,838 sh | 17,838 | $2.0M | — | +2.4% |
| 2003 | REXFORD CAPITAL#2003 · 17,834 sh | 17,834 | $2.0M | 1.24% | +0.1% |
| 2004 | ALTFEST L J#2004 · 17,822 sh | 17,822 | $2.0M | — | +1.4% |
| 2005 | MIRAMONTES CAPITAL#2005 · 17,811 sh | 17,811 | $2.0M | — | +0.6% |
| 2006 | Baker Ellis Asset Management#2006 · 17,767 sh | 17,767 | $2.0M | — | +0.5% |
| 2007 | Arista Wealth Management#2007 · 17,767 sh | 17,767 | $2.0M | 0.22% | +7.6% |
| 2008 | PIN OAK INVESTMENT ADVISORS#2008 · 16,177 sh | 16,177 | $2.0M | 1.46% | 0.0% |
| 2009 | Defiance ETFs#2009 · 18,475 sh | 18,475 | $2.0M | 0.03% | +25.8% |
| 2010 | IAMS WEALTH MANAGEMENT#2010 · 17,716 sh | 17,716 | $2.0M | — | +18.0% |
| 2011 | FULCRUM WEALTH ADVISORS#2011 · 17,632 sh | 17,632 | $2.0M | — | +190.5% |
| 2012 | Rice Partnership#2012 · 17,617 sh | 17,617 | $2.0M | 0.24% | 0.0% |
| 2013 | Silphium Asset Management Ltd#2013 · 17,514 sh | 17,514 | $2.0M | — | +11.5% |
| 2014 | MARINO, STRAM & ASSOCIATES#2014 · 17,493 sh | 17,493 | $2.0M | — | -0.3% |
| 2015 | Klingman & Associates#2015 · 17,466 sh | 17,466 | $2.0M | — | +4.8% |
| 2016 | Capstone Financial Advisors#2016 · 17,435 sh | 17,435 | $2.0M | 0.10% | +1.1% |
| 2017 | Brown Financial Advisors#2017 · 17,383 sh | 17,383 | $2.0M | 0.69% | -3.1% |
| 2018 | Stokes Capital Advisors#2018 · 17,383 sh | 17,383 | $2.0M | — | +15.2% |
| 2019 | Plan Group Financial#2019 · 17,382 sh | 17,382 | $2.0M | — | -21.3% |
| 2020 | WEALTHSPAN PARTNERS#2020 · 17,347 sh | 17,347 | $2.0M | 0.62% | -0.9% |
| 2021 | FCG Investment#2021 · 17,338 sh | 17,338 | $2.0M | — | -28.1% |
| 2022 | Waterfront Wealth#2022 · 17,208 sh | 17,208 | $2.0M | 0.30% | +6.9% |
| 2023 | Annex Advisory Services#2023 · 17,303 sh | 17,303 | $2.0M | — | -1.4% |
| 2024 | PATTON FUND MANAGEMENT#2024 · 17,295 sh | 17,295 | $2.0M | — | -33.4% |
| 2025 | Inlet Private Wealth#2025 · 17,292 sh | 17,292 | $2.0M | — | 0.0% |
| 2026 | Connecticut Wealth Management#2026 · 17,287 sh | 17,287 | $2.0M | — | -0.3% |
| 2027 | Cypress Wealth Services#2027 · 17,284 sh | 17,284 | $2.0M | — | +3.2% |
| 2028 | Red Wave Investments#2028 · 17,227 sh | 17,227 | $2.0M | 0.50% | +0.6% |
| 2029 | SHEETS SMITH WEALTH MANAGEMENT#2029 · 17,226 sh | 17,226 | $2.0M | — | -0.2% |
| 2030 | JACKSON SQUARE CAPITAL#2030 · 17,226 sh | 17,226 | $2.0M | — | -0.6% |
| 2031 | Catalyst Capital Advisors#2031 · 17,225 sh | 17,225 | $2.0M | 0.03% | -2.6% |
| 2032 | HHM Wealth Advisors#2032 · 17,218 sh | 17,218 | $2.0M | 0.20% | +1.4% |
| 2033 | Alta Advisers Ltd#2033 · 17,213 sh | 17,213 | $1.9M | 0.44% | 0.0% |
| 2034 | MANCHESTER FINANCIAL#2034 · 17,208 sh | 17,208 | $1.9M | — | New |
| 2035 | SPRENG CAPITAL MANAGEMENT#2035 · 17,199 sh | 17,199 | $1.9M | 0.71% | -1.0% |
| 2036 | FIRST HAWAIIAN BANK#2036 · 17,178 sh | 17,178 | $1.9M | — | 0.0% |
| 2037 | Net Worth Advisory Group#2037 · 17,172 sh | 17,172 | $1.9M | — | -5.8% |
| 2038 | COMPASS FINANCIAL MANAGEMENT#2038 · 17,336 sh | 17,336 | $1.9M | 0.23% | — |
| 2039 | Somerset Group#2039 · 17,008 sh | 17,008 | $1.9M | 1.36% | +1.3% |
| 2040 | VIRTUE ASSET MANAGEMENT#2040 · 17,095 sh | 17,095 | $1.9M | — | -0.8% |
| 2041 | Wealth Management Partners#2041 · 17,048 sh | 17,048 | $1.9M | — | +2.2% |
| 2042 | GENEVA CAPITAL MANAGEMENT#2042 · 17,032 sh | 17,032 | $1.9M | 0.04% | -12.7% |
| 2043 | Impact Partnership Wealth#2043 · 17,025 sh | 17,025 | $1.9M | 0.19% | -46.3% |
| 2044 | BayBridge Capital Group#2044 · 17,008 sh | 17,008 | $1.9M | — | -4.8% |
| 2045 | LOUISBOURG INVESTMENTS#2045 · 17,000 sh | 17,000 | $1.9M | — | 0.0% |
| 2046 | Cerro Pacific Wealth Advisors#2046 · 16,999 sh | 16,999 | $1.9M | — | -0.8% |
| 2047 | INVESTMENT PARTNERS, LTD.#2047 · 16,924 sh | 16,924 | $1.9M | 0.60% | -9.2% |
| 2048 | Fulcrum Equity Management#2048 · 16,900 sh | 16,900 | $1.9M | — | +0.4% |
| 2049 | Simplify Asset Management#2049 · 16,890 sh | 16,890 | $1.9M | — | +18.8% |
| 2050 | TRB Wealth Management#2050 · 16,882 sh | 16,882 | $1.9M | 0.25% | -7.6% |
| 2051 | Atlanta Consulting Group Advisors#2051 · 16,871 sh | 16,871 | $1.9M | 0.30% | +2.0% |
| 2052 | Aventura Private Wealth#2052 · 16,815 sh | 16,815 | $1.9M | 0.58% | -3.5% |
| 2053 | Portside Wealth Group#2053 · 16,812 sh | 16,812 | $1.9M | — | +17.7% |
| 2054 | Affiance Financial#2054 · 16,789 sh | 16,789 | $1.9M | — | -9.4% |
| 2055 | SHUTTLEWORTH#2055 · 16,788 sh | 16,788 | $1.9M | 1.52% | +7.3% |
| 2056 | Bill Few Associates#2056 · 16,785 sh | 16,785 | $1.9M | — | +2.9% |
| 2057 | Apex Wealth Management#2057 · 16,775 sh | 16,775 | $1.9M | — | +0.1% |
| 2058 | Phillips Wealth Planners#2058 · 17,019 sh | 17,019 | $1.9M | 1.40% | +0.2% |
| 2059 | Jones Kertz & Associates#2059 · 16,751 sh | 16,751 | $1.9M | 0.87% | -12.5% |
| 2060 | FUKOKU MUTUAL LIFE INSURANCE#2060 · 16,715 sh | 16,715 | $1.9M | 0.11% | +17.6% |
| 2061 | TRED AVON FAMILY WEALTH#2061 · 16,657 sh | 16,657 | $1.9M | — | -0.3% |
| 2062 | D'Orazio & Associates#2062 · 16,636 sh | 16,636 | $1.9M | 0.22% | -0.9% |
| 2063 | Baldwin Investment Management#2063 · 16,621 sh | 16,621 | $1.9M | 0.18% | +43.4% |
| 2064 | L. Roy Papp & Associates, LLP#2064 · 16,598 sh | 16,598 | $1.9M | — | -3.2% |
| 2065 | Sunburst Financial Group#2065 · 16,548 sh | 16,548 | $1.9M | — | -0.5% |
| 2066 | NEVILLE RODIE & SHAW#2066 · 16,543 sh | 16,543 | $1.9M | — | -0.8% |
| 2067 | First Financial Bank - Division#2067 · 16,516 sh | 16,516 | $1.9M | — | -1.0% |
| 2068 | PARADIGM ASSET MANAGEMENT#2068 · 16,500 sh | 16,500 | $1.9M | 0.40% | -26.1% |
| 2069 | Enhancing Capital#2069 · 16,500 sh | 16,500 | $1.9M | — | 0.0% |
| 2070 | Oslo Pensjonsforsikring AS#2070 · 16,473 sh | 16,473 | $1.9M | — | +4.5% |
| 2071 | MWA Asset Management#2071 · 16,446 sh | 16,446 | $1.9M | 0.84% | -0.6% |
| 2072 | NBH Bank#2072 · 16,432 sh | 16,432 | $1.9M | 0.78% | — |
| 2073 | KWB Wealth#2073 · 16,395 sh | 16,395 | $1.9M | — | -1.8% |
| 2074 | Hills Bank#2074 · 16,346 sh | 16,346 | $1.9M | 0.08% | +18.3% |
| 2075 | COLTON GROOME FINANCIAL ADVISORS#2075 · 16,343 sh | 16,343 | $1.9M | — | +0.7% |
| 2076 | Dynamic Technology Lab Private Ltd#2076 · 16,325 sh | 16,325 | $1.8M | 0.41% | +134.1% |
| 2077 | Peoples Bank#2077 · 16,305 sh | 16,305 | $1.8M | — | -0.9% |
| 2078 | QTR Family Wealth#2078 · 16,303 sh | 16,303 | $1.8M | 0.64% | -5.1% |
| 2079 | CRA Financial Services#2079 · 16,301 sh | 16,301 | $1.8M | — | +2.1% |
| 2080 | WESTPAC BANKING#2080 · 16,289 sh | 16,289 | $1.8M | 0.11% | -59.8% |
| 2081 | LAKE STREET PRIVATE WEALTH#2081 · 16,272 sh | 16,272 | $1.8M | — | -1.9% |
| 2082 | FLOYD FINANCIAL GROUP#2082 · 16,187 sh | 16,187 | $1.8M | 1.20% | -5.6% |
| 2083 | Crews Bank#2083 · 16,217 sh | 16,217 | $1.8M | 0.24% | +3.1% |
| 2084 | Elevated Private Wealth#2084 · 16,213 sh | 16,213 | $1.8M | — | — |
| 2085 | CREATIVE FINANCIAL DESIGNS#2085 · 16,213 sh | 16,213 | $1.8M | 0.09% | +12.7% |
| 2086 | LOM Asset Management Ltd#2086 · 16,194 sh | 16,194 | $1.8M | 0.47% | +9.3% |
| 2087 | Souders Financial Advisors#2087 · 16,190 sh | 16,190 | $1.8M | 0.18% | +1.3% |
| 2088 | Quintet Private Bank (Europe) S.A.#2088 · 16,178 sh | 16,178 | $1.8M | — | -9.7% |
| 2089 | Element Wealth#2089 · 16,176 sh | 16,176 | $1.8M | 0.69% | -0.8% |
| 2090 | Wisconsin Wealth Advisors#2090 · 16,170 sh | 16,170 | $1.8M | — | -1.1% |
| 2091 | VERUS CAPITAL PARTNERS#2091 · 16,161 sh | 16,161 | $1.8M | 0.10% | +1.7% |
| 2092 | BANK OF NOVA SCOTIA#2092 · 16,063 sh | 16,063 | $1.8M | 0.15% | 0.0% |
| 2093 | Hartford Financial Management#2093 · 16,058 sh | 16,058 | $1.8M | — | -0.1% |
| 2094 | WINCAP FINANCIAL#2094 · 16,019 sh | 16,019 | $1.8M | — | +5.8% |
| 2095 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.#2095 · 16,000 sh | 16,000 | $1.8M | 0.08% | +100.0% |
| 2096 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#2096 · 15,994 sh | 15,994 | $1.8M | — | -4.6% |
| 2097 | Falcon Wealth Planning#2097 · 15,975 sh | 15,975 | $1.8M | 0.11% | -6.4% |
| 2098 | EAGLE GLOBAL ADVISORS#2098 · 15,944 sh | 15,944 | $1.8M | 0.06% | +0.2% |
| 2099 | FOSTER DYKEMA CABOT & PARTNERS#2099 · 15,938 sh | 15,938 | $1.8M | 0.10% | +0.6% |
| 2100 | Rayburn West Financial Services#2100 · 15,933 sh | 15,933 | $1.8M | 0.99% | -0.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.