Walmart Inc. (WMT) — Institutional Holders, Q2 2026 (page 30)
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 2,901 to 3,000. 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 2,901–3,000 of 4,437
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2901 | West Wealth Group#2901 · 7,100 sh | 7,100 | $804.2K | — | +5.1% |
| 2902 | Future Fund#2902 · 7,072 sh | 7,072 | $801.0K | 0.23% | +1.3% |
| 2903 | Pettinga Financial Advisors#2903 · 7,061 sh | 7,061 | $799.7K | — | -1.1% |
| 2904 | Petros Family Wealth#2904 · 7,058 sh | 7,058 | $799.4K | 0.49% | -0.1% |
| 2905 | INVENIO WEALTH PARTNERS#2905 · 7,035 sh | 7,035 | $796.8K | — | +2.8% |
| 2906 | waypoint wealth counsel#2906 · 7,008 sh | 7,008 | $793.8K | — | -35.0% |
| 2907 | BCS Wealth Management#2907 · 7,007 sh | 7,007 | $793.6K | 0.14% | +3.4% |
| 2908 | Blueshift Asset Management#2908 · 6,997 sh | 6,997 | $792.5K | 0.18% | +5.4% |
| 2909 | Oakwell Private Wealth Management#2909 · 6,988 sh | 6,988 | $791.4K | 0.13% | -8.2% |
| 2910 | LBMC INVESTMENT ADVISORS#2910 · 6,986 sh | 6,986 | $791.2K | 0.04% | -25.6% |
| 2911 | RASP WEALTH SOLUTIONS#2911 · 6,969 sh | 6,969 | $789.3K | 0.26% | — |
| 2912 | LightSquare Wealth Management#2912 · 6,963 sh | 6,963 | $788.7K | 0.54% | +4.2% |
| 2913 | Montz Harcus Wealth Management#2913 · 6,926 sh | 6,926 | $784.4K | — | +1.4% |
| 2914 | Safeguard Investment Advisory Group#2914 · 6,924 sh | 6,924 | $784.1K | 0.18% | +10.3% |
| 2915 | MJT & Associates Financial Advisory Group#2915 · 6,922 sh | 6,922 | $784.0K | — | +0.5% |
| 2916 | ZEVIN ASSET MANAGEMENT#2916 · 6,916 sh | 6,916 | $783.3K | 0.11% | 0.0% |
| 2917 | BALLAST ADVISORS#2917 · 6,915 sh | 6,915 | $783.2K | 0.19% | +5.4% |
| 2918 | Frisch Financial Group#2918 · 6,915 sh | 6,915 | $783.2K | 0.13% | +0.4% |
| 2919 | THOMPSON DAVIS#2919 · 6,944 sh | 6,944 | $783.1K | 0.47% | +12.9% |
| 2920 | Madison Wealth Partners#2920 · 6,912 sh | 6,912 | $782.8K | 0.10% | +39.1% |
| 2921 | Clifford Group#2921 · 6,910 sh | 6,910 | $782.6K | 0.54% | +4.1% |
| 2922 | PETRA FINANCIAL ADVISORS#2922 · 6,896 sh | 6,896 | $781.0K | 0.36% | -36.5% |
| 2923 | Thrive Wealth Management#2923 · 6,894 sh | 6,894 | $780.8K | — | +5.2% |
| 2924 | Rooted Wealth Advisors#2924 · 6,888 sh | 6,888 | $780.1K | 0.19% | +4.7% |
| 2925 | Game Plan Financial Advisors#2925 · 6,875 sh | 6,875 | $778.7K | 0.29% | +49.0% |
| 2926 | BEACON INVESTMENT ADVISORY SERVICES#2926 · 6,874 sh | 6,874 | $778.5K | — | 0.0% |
| 2927 | Benchmark Financial Wealth Advisors#2927 · 6,870 sh | 6,870 | $778.0K | — | -19.0% |
| 2928 | EJMK Ventures#2928 · 6,868 sh | 6,868 | $777.9K | — | -11.1% |
| 2929 | Holland Advisory Services#2929 · 6,866 sh | 6,866 | $777.7K | — | -1.8% |
| 2930 | Clear Harbor Asset Management#2930 · 6,856 sh | 6,856 | $776.5K | 0.05% | -1.2% |
| 2931 | Sharp Financial Services#2931 · 6,834 sh | 6,834 | $774.0K | 0.36% | +22.1% |
| 2932 | Invera Wealth Advisors#2932 · 6,829 sh | 6,829 | $773.5K | 0.41% | -7.6% |
| 2933 | PCG ASSET MANAGEMENT#2933 · 6,815 sh | 6,815 | $771.9K | 0.55% | -2.6% |
| 2934 | Tufton Capital Management#2934 · 6,809 sh | 6,809 | $771.0K | — | +0.1% |
| 2935 | Avalon#2935 · 6,793 sh | 6,793 | $769.4K | 0.05% | 0.0% |
| 2936 | Maia Wealth#2936 · 6,791 sh | 6,791 | $769.1K | — | +2.7% |
| 2937 | Dogwood Wealth Management#2937 · 6,785 sh | 6,785 | $768.5K | 0.30% | -31.5% |
| 2938 | Thayer Partners, / MA#2938 · 6,768 sh | 6,768 | $766.5K | 0.32% | -1.4% |
| 2939 | VAN STRUM & TOWNE#2939 · 6,741 sh | 6,741 | $763.5K | 0.21% | 0.0% |
| 2940 | Kraft, Davis & Associates#2940 · 6,753 sh | 6,753 | $762.7K | — | 0.0% |
| 2941 | Strategic Financial Services#2941 · 6,728 sh | 6,728 | $762.0K | 0.03% | -0.8% |
| 2942 | Manske Wealth Management#2942 · 6,727 sh | 6,727 | $761.9K | — | -0.5% |
| 2943 | Aegis Wealth Management#2943 · 6,726 sh | 6,726 | $761.8K | — | +1.7% |
| 2944 | OceanIQ Capital#2944 · 6,655 sh | 6,655 | $753.7K | — | — |
| 2945 | CAP Partners#2945 · 6,651 sh | 6,651 | $753.3K | — | +0.9% |
| 2946 | Marathon Mission#2946 · 6,649 sh | 6,649 | $753.1K | — | +1.3% |
| 2947 | Arcataur Capital Management#2947 · 6,643 sh | 6,643 | $752.4K | — | +1.1% |
| 2948 | Axiom Investment Management#2948 · 6,639 sh | 6,639 | $751.9K | 0.50% | 0.0% |
| 2949 | Second Half Financial Partners#2949 · 6,623 sh | 6,623 | $750.1K | 0.31% | -1.0% |
| 2950 | POWER WEALTH MANAGEMENT#2950 · 6,619 sh | 6,619 | $749.7K | — | 0.0% |
| 2951 | REDW Wealth#2951 · 6,618 sh | 6,618 | $749.6K | 0.27% | +1.0% |
| 2952 | LEE JOHNSON CAPITAL MANAGEMENT#2952 · 6,614 sh | 6,614 | $749.1K | 0.23% | -28.5% |
| 2953 | Samalin Investment Counsel#2953 · 6,602 sh | 6,602 | $747.7K | — | +0.2% |
| 2954 | TPG Advisors#2954 · 6,598 sh | 6,598 | $747.3K | — | +1.0% |
| 2955 | Markowski Investments#2955 · 6,597 sh | 6,597 | $747.1K | 0.16% | — |
| 2956 | DRW Securities#2956 · 6,592 sh | 6,592 | $746.6K | 0.02% | New |
| 2957 | Warren Street Wealth Advisors#2957 · 6,588 sh | 6,588 | $746.2K | 0.17% | +6.1% |
| 2958 | Bigelow Investment Advisors#2958 · 6,585 sh | 6,585 | $745.8K | — | +1.4% |
| 2959 | 1834 INVESTMENT ADVISORS#2959 · 6,581 sh | 6,581 | $745.4K | — | -2.4% |
| 2960 | David J Yvars Group#2960 · 6,576 sh | 6,576 | $744.7K | — | +0.2% |
| 2961 | Kaydan Wealth Management#2961 · 6,569 sh | 6,569 | $744.0K | — | -3.1% |
| 2962 | US Asset Management#2962 · 6,568 sh | 6,568 | $743.9K | 0.57% | +1.1% |
| 2963 | Marathon Wealth Advisors#2963 · 6,562 sh | 6,562 | $743.2K | 0.25% | -0.8% |
| 2964 | UNITED BANK#2964 · 6,560 sh | 6,560 | $743.0K | 0.09% | -19.5% |
| 2965 | CWC Advisors#2965 · 6,554 sh | 6,554 | $742.3K | — | -4.4% |
| 2966 | Caitong International Asset Management , Ltd#2966 · 6,552 sh | 6,552 | $742.1K | 0.10% | +240.2% |
| 2967 | Braeburn Wealth Management#2967 · 6,543 sh | 6,543 | $741.1K | — | +5.6% |
| 2968 | Ares Financial Consulting#2968 · 6,535 sh | 6,535 | $740.2K | — | 0.0% |
| 2969 | Widmann Financial Services#2969 · 6,534 sh | 6,534 | $740.0K | 0.40% | -11.2% |
| 2970 | Peachtree Investment Partners#2970 · 6,517 sh | 6,517 | $738.2K | 0.24% | -4.4% |
| 2971 | Bath Savings#2971 · 6,516 sh | 6,516 | $738.0K | — | -0.8% |
| 2972 | Houlihan Financial Resource Group, Ltd.#2972 · 6,515 sh | 6,515 | $737.9K | 0.26% | 0.0% |
| 2973 | INCEPTIONR#2973 · 6,511 sh | 6,511 | $737.4K | 0.18% | New |
| 2974 | Keystone Wealth Services#2974 · 6,507 sh | 6,507 | $737.0K | 0.14% | -0.2% |
| 2975 | Boyce & Associates Wealth Consulting#2975 · 6,502 sh | 6,502 | $736.4K | — | -57.9% |
| 2976 | Paulson Wealth Management#2976 · 6,498 sh | 6,498 | $736.0K | 0.16% | -0.1% |
| 2977 | Walkner Condon Financial Advisors#2977 · 6,483 sh | 6,483 | $734.2K | 0.08% | -1.3% |
| 2978 | Parvin Asset Management#2978 · 6,481 sh | 6,481 | $734.0K | 0.58% | 0.0% |
| 2979 | Cascades Capital Asset Management#2979 · 6,462 sh | 6,462 | $731.9K | 0.27% | -5.7% |
| 2980 | NORTHBRIDGE FINANCIAL GROUP#2980 · 6,459 sh | 6,459 | $731.6K | 0.28% | +10.1% |
| 2981 | RIVERSEDGE ADVISORS#2981 · 6,455 sh | 6,455 | $731.1K | — | -6.4% |
| 2982 | Shoker Investment Counsel#2982 · 6,439 sh | 6,439 | $729.4K | 0.18% | +3.3% |
| 2983 | Centerpoint Advisory Group#2983 · 6,431 sh | 6,431 | $728.4K | — | +8.6% |
| 2984 | ALLEN WEALTH MANAGEMENT#2984 · 6,389 sh | 6,389 | $723.6K | 0.35% | 0.0% |
| 2985 | Lodestone Wealth Management#2985 · 6,386 sh | 6,386 | $723.3K | — | -1.1% |
| 2986 | Partners in Financial Planning#2986 · 6,377 sh | 6,377 | $722.3K | 0.11% | 0.0% |
| 2987 | ACTION POINT FINANCIAL PLANNING#2987 · 6,384 sh | 6,384 | $722.2K | 0.07% | New |
| 2988 | Investment Advisory Group#2988 · 6,371 sh | 6,371 | $721.6K | 0.16% | +4.1% |
| 2989 | Asset Advisory Group#2989 · 6,367 sh | 6,367 | $721.1K | — | 0.0% |
| 2990 | Circle Wealth Management#2990 · 6,355 sh | 6,355 | $719.8K | <0.01% | -0.3% |
| 2991 | Fieldview Capital Management#2991 · 6,345 sh | 6,345 | $718.6K | 0.20% | New |
| 2992 | AMG Asset Management Group#2992 · 6,343 sh | 6,343 | $718.4K | — | -0.5% |
| 2993 | Garde Capital#2993 · 6,324 sh | 6,324 | $716.3K | 0.03% | +8.4% |
| 2994 | Expressive Wealth#2994 · 6,323 sh | 6,323 | $716.1K | 0.68% | +6.5% |
| 2995 | Catalyst Investment Management#2995 · 6,321 sh | 6,321 | $715.9K | — | +0.6% |
| 2996 | Intelligence Driven Advisers#2996 · 6,320 sh | 6,320 | $715.9K | — | +1.9% |
| 2997 | Mosley Wealth Management#2997 · 6,312 sh | 6,312 | $714.9K | — | +25.0% |
| 2998 | Berry Wealth Group#2998 · 6,311 sh | 6,311 | $714.7K | 2.30% | -1.1% |
| 2999 | Seaside Wealth Management#2999 · 6,310 sh | 6,310 | $714.7K | 0.18% | +4.6% |
| 3000 | All Terrain Financial Advisors#3000 · 6,308 sh | 6,308 | $714.5K | 0.12% | -14.9% |
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.