Walmart Inc. (WMT) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 4,437
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | Essential Partners#2701 · 8,646 sh | 8,646 | $979.2K | — | -8.4% |
| 2702 | Altus Wealth Group#2702 · 8,641 sh | 8,641 | $978.7K | — | +5.5% |
| 2703 | Werba Rubin Papier Wealth Management#2703 · 8,630 sh | 8,630 | $977.4K | 0.12% | +8.2% |
| 2704 | IKE Capital#2704 · 8,626 sh | 8,626 | $977.0K | 0.51% | -2.1% |
| 2705 | JMN Financial#2705 · 8,618 sh | 8,618 | $976.2K | 0.76% | -8.8% |
| 2706 | CARDIFF PARK ADVISORS#2706 · 8,592 sh | 8,592 | $973.2K | 0.08% | -16.8% |
| 2707 | Elwood & Goetz Wealth Advisory Group#2707 · 8,582 sh | 8,582 | $972.0K | — | +7.8% |
| 2708 | Truvestments Capital#2708 · 8,581 sh | 8,581 | $971.8K | 0.14% | -1.3% |
| 2709 | Avail Investment Partners#2709 · 8,579 sh | 8,579 | $971.6K | — | -5.1% |
| 2710 | Financial Advisors Network#2710 · 8,578 sh | 8,578 | $971.6K | 0.12% | +13.2% |
| 2711 | Newman Dignan & Sheerar#2711 · 8,572 sh | 8,572 | $970.9K | — | -1.6% |
| 2712 | SWISS RE LTD#2712 · 8,571 sh | 8,571 | $970.8K | 0.09% | +1216.6% |
| 2713 | Storgate#2713 · 8,571 sh | 8,571 | $970.8K | 0.20% | New |
| 2714 | Spinnaker Investment Group#2714 · 8,568 sh | 8,568 | $970.4K | — | +24.2% |
| 2715 | FSA Investment Group#2715 · 8,562 sh | 8,562 | $969.7K | — | +33.5% |
| 2716 | Sendero Wealth Management#2716 · 8,558 sh | 8,558 | $969.2K | — | +44.9% |
| 2717 | STERLING INVESTMENT ADVISORS#2717 · 8,549 sh | 8,549 | $968.4K | — | +0.3% |
| 2718 | GARRISON POINT ADVISORS#2718 · 8,514 sh | 8,514 | $964.3K | 0.39% | -0.9% |
| 2719 | Advisory Resource Group#2719 · 8,513 sh | 8,513 | $964.1K | — | +0.6% |
| 2720 | CarsonAllaria Wealth Management, Ltd.#2720 · 8,510 sh | 8,510 | $963.8K | 0.42% | +84.9% |
| 2721 | McGowan Group Asset Management#2721 · 8,506 sh | 8,506 | $963.4K | 0.12% | +1.4% |
| 2722 | McLean Asset Management#2722 · 8,663 sh | 8,663 | $963.3K | 0.13% | -2.1% |
| 2723 | Trinity Financial Advisors#2723 · 8,498 sh | 8,498 | $962.5K | — | 0.0% |
| 2724 | Tudor Financial#2724 · 8,486 sh | 8,486 | $961.2K | 0.43% | +210.4% |
| 2725 | One Day In July#2725 · 8,483 sh | 8,483 | $960.8K | 0.07% | +1.5% |
| 2726 | Boston Walden#2726 · 8,475 sh | 8,475 | $959.9K | <0.01% | -4.9% |
| 2727 | GARDNER RUSSO & QUINN#2727 · 8,465 sh | 8,465 | $958.7K | 0.01% | -13.1% |
| 2728 | Moment Partners#2728 · 8,459 sh | 8,459 | $958.0K | 0.17% | +3.3% |
| 2729 | DIVERSIFIED MANAGEMENT#2729 · 8,444 sh | 8,444 | $956.3K | — | -3.8% |
| 2730 | National Wealth Management Group#2730 · 8,428 sh | 8,428 | $954.5K | — | -4.4% |
| 2731 | Private Capital Management#2731 · 8,425 sh | 8,425 | $954.2K | 0.08% | 0.0% |
| 2732 | Accel Wealth Management#2732 · 8,410 sh | 8,410 | $952.5K | — | -4.1% |
| 2733 | Maxele Advisors#2733 · 8,401 sh | 8,401 | $951.5K | 0.66% | — |
| 2734 | Cherokee Insurance#2734 · 8,400 sh | 8,400 | $951.4K | 0.37% | 0.0% |
| 2735 | Sunflower Bank, N.A.#2735 · 8,399 sh | 8,399 | $951.3K | 0.23% | -4.8% |
| 2736 | FSB PREMIER WEALTH MANAGEMENT#2736 · 8,367 sh | 8,367 | $947.6K | 0.27% | +2.4% |
| 2737 | Lynx Investment Advisory#2737 · 8,359 sh | 8,359 | $946.8K | — | +109.5% |
| 2738 | Koa Wealth Management#2738 · 8,343 sh | 8,343 | $944.9K | — | +5.3% |
| 2739 | Thoma Capital Management#2739 · 8,337 sh | 8,337 | $944.3K | — | +4.5% |
| 2740 | EAGLE ROCK INVESTMENT COMPANY#2740 · 8,334 sh | 8,334 | $943.9K | — | -4.5% |
| 2741 | CASTLEKEEP INVESTMENT ADVISORS#2741 · 8,327 sh | 8,327 | $943.1K | 0.47% | -6.7% |
| 2742 | Balentine#2742 · 8,324 sh | 8,324 | $942.8K | 0.03% | +4.0% |
| 2743 | Commonwealth Retirement Investments#2743 · 8,320 sh | 8,320 | $942.3K | — | 0.0% |
| 2744 | Severin Investments#2744 · 8,317 sh | 8,317 | $942.0K | 0.71% | -21.9% |
| 2745 | WEDGE CAPITAL MANAGEMENT L L P#2745 · 8,298 sh | 8,298 | $939.8K | — | -5.4% |
| 2746 | Chancellor Financial Group WB#2746 · 8,293 sh | 8,293 | $939.2K | 0.58% | +65.6% |
| 2747 | True North Advisors#2747 · 8,291 sh | 8,291 | $939.1K | — | -20.2% |
| 2748 | Advisory Advocates#2748 · 8,281 sh | 8,281 | $937.9K | 0.80% | -6.3% |
| 2749 | FAI Advisors#2749 · 8,280 sh | 8,280 | $937.8K | — | -0.7% |
| 2750 | KLINGENSTEIN FIELDS#2750 · 8,250 sh | 8,250 | $934.4K | 0.03% | +8.0% |
| 2751 | Deseret Mutual Benefit Administrators#2751 · 8,247 sh | 8,247 | $934.1K | 0.31% | -11.8% |
| 2752 | FULTON BREAKEFIELD BROENNIMAN#2752 · 8,245 sh | 8,245 | $933.8K | 0.06% | +0.2% |
| 2753 | ARKANSAS FINANCIAL GROUP#2753 · 8,244 sh | 8,244 | $933.7K | — | -0.5% |
| 2754 | INTEGRAL INVESTMENT ADVISORS#2754 · 8,233 sh | 8,233 | $932.5K | 0.21% | -0.9% |
| 2755 | DOLIVER ADVISORS#2755 · 8,232 sh | 8,232 | $932.4K | — | -1.8% |
| 2756 | Round Rock Advisors#2756 · 8,229 sh | 8,229 | $932.0K | 0.12% | 0.0% |
| 2757 | Clay Northam Wealth Management#2757 · 8,214 sh | 8,214 | $930.3K | — | 0.0% |
| 2758 | Ramsay, Stattman, Vela & Price#2758 · 8,211 sh | 8,211 | $930.0K | — | -0.3% |
| 2759 | Financial Management Professionals#2759 · 8,210 sh | 8,210 | $929.8K | — | +21.2% |
| 2760 | Lakeridge Wealth Management#2760 · 8,209 sh | 8,209 | $929.8K | 0.34% | +3.9% |
| 2761 | Smart Money Group#2761 · 8,205 sh | 8,205 | $929.3K | 0.24% | -2.6% |
| 2762 | Commerce Advisors#2762 · 8,202 sh | 8,202 | $928.9K | — | -1.7% |
| 2763 | Vermillion Wealth Management#2763 · 8,184 sh | 8,184 | $926.9K | — | -2.8% |
| 2764 | AFFINITY WEALTH MANAGEMENT#2764 · 8,181 sh | 8,181 | $926.6K | 0.12% | -3.2% |
| 2765 | RICHARDSON FINANCIAL SERVICES#2765 · 8,167 sh | 8,167 | $925.0K | 0.52% | -1.8% |
| 2766 | Capstone Wealth Management Group#2766 · 8,166 sh | 8,166 | $924.9K | — | — |
| 2767 | DAVIDSON#2767 · 8,162 sh | 8,162 | $924.4K | — | +2.9% |
| 2768 | Grant Private Wealth Management#2768 · 8,157 sh | 8,157 | $923.8K | — | +1.2% |
| 2769 | Emergent Wealth Advisors#2769 · 7,162 sh | 7,162 | $923.5K | — | +15.9% |
| 2770 | Almanack Investment Partners#2770 · 8,153 sh | 8,153 | $923.4K | 0.12% | +178.8% |
| 2771 | PHILLIPS FINANCIAL MANAGEMENT#2771 · 8,137 sh | 8,137 | $921.6K | — | -1.6% |
| 2772 | Renasant Bank#2772 · 8,133 sh | 8,133 | $921.1K | 0.59% | +5.8% |
| 2773 | Private Wealth Advisors#2773 · 8,121 sh | 8,121 | $919.8K | 0.24% | -0.1% |
| 2774 | Fusion Capital#2774 · 8,114 sh | 8,114 | $919.0K | 0.21% | 0.0% |
| 2775 | S Harris Financial Group#2775 · 8,109 sh | 8,109 | $918.5K | 0.71% | -0.6% |
| 2776 | Veracity Capital#2776 · 8,085 sh | 8,085 | $915.7K | — | +1.3% |
| 2777 | Traveka Wealth#2777 · 8,081 sh | 8,081 | $915.2K | — | +2.4% |
| 2778 | CHARTER RESEARCH & INVESTMENT GROUP#2778 · 8,062 sh | 8,062 | $913.1K | 0.55% | 0.0% |
| 2779 | CALDWELL SUTTER CAPITAL#2779 · 8,056 sh | 8,056 | $912.4K | 0.34% | -1.9% |
| 2780 | St. Louis#2780 · 18,411 sh | 18,411 | $912.0K | 0.10% | 0.0% |
| 2781 | Mechanics Financial#2781 · 8,041 sh | 8,041 | $910.7K | 0.33% | +0.1% |
| 2782 | SWEENEY & MICHEL#2782 · 8,141 sh | 8,141 | $910.6K | — | +2.8% |
| 2783 | New England Capital Financial Advisors#2783 · 8,038 sh | 8,038 | $910.4K | 0.22% | +0.3% |
| 2784 | Outlook Wealth Advisors#2784 · 8,023 sh | 8,023 | $908.7K | 0.20% | -1.2% |
| 2785 | ESG Planning DBA Harper Investing#2785 · 8,017 sh | 8,017 | $908.0K | — | +20.4% |
| 2786 | Connecticut Capital Management Group#2786 · 7,992 sh | 7,992 | $905.2K | 0.73% | -0.1% |
| 2787 | AMI INVESTMENT MANAGEMENT#2787 · 7,977 sh | 7,977 | $903.5K | — | -3.4% |
| 2788 | TAGStone Capital#2788 · 7,975 sh | 7,975 | $903.3K | 0.29% | +23.0% |
| 2789 | Burnham#2789 · 7,972 sh | 7,972 | $902.9K | 0.73% | — |
| 2790 | FLYNN ZITO CAPITAL MANAGEMENT#2790 · 7,967 sh | 7,967 | $902.3K | 0.25% | -1.9% |
| 2791 | Caerus Investment Advisors#2791 · 7,965 sh | 7,965 | $902.1K | 0.30% | -27.1% |
| 2792 | Nicholson Meyer Capital Management#2792 · 7,954 sh | 7,954 | $900.9K | 0.60% | 0.0% |
| 2793 | WEST BANCORPORATION#2793 · 7,943 sh | 7,943 | $899.6K | 0.38% | -5.4% |
| 2794 | Drucker Wealth 3.0#2794 · 7,943 sh | 7,943 | $899.6K | 0.14% | -0.4% |
| 2795 | OAK FAMILY ADVISORS#2795 · 7,933 sh | 7,933 | $898.5K | — | -12.8% |
| 2796 | Van Cleef Asset Management#2796 · 7,922 sh | 7,922 | $897.2K | — | 0.0% |
| 2797 | Minot DeBlois Advisors#2797 · 7,910 sh | 7,910 | $895.9K | 0.77% | -2.3% |
| 2798 | BLB&B Advisors#2798 · 7,900 sh | 7,900 | $894.7K | — | -2.7% |
| 2799 | CacheTech#2799 · 7,895 sh | 7,895 | $894.2K | 0.14% | +142.0% |
| 2800 | Challenger Wealth Management#2800 · 7,888 sh | 7,888 | $893.5K | 0.66% | -4.7% |
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.