Walmart Inc. (WMT) — Institutional Holders, Q2 2026 (page 31)
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 3,001 to 3,100. 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 3,001–3,100 of 4,437
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3001 | Barnes Dennig Private Wealth Management#3001 · 6,288 sh | 6,288 | $712.2K | 0.57% | +1.6% |
| 3002 | SCHMIDT P J INVESTMENT MANAGEMENT#3002 · 6,272 sh | 6,272 | $710.4K | 0.11% | 0.0% |
| 3003 | Parkwoods Wealth Partners#3003 · 6,256 sh | 6,256 | $708.5K | 0.11% | +15.3% |
| 3004 | Planning Center#3004 · 6,251 sh | 6,251 | $708.0K | 0.07% | +1.6% |
| 3005 | Bramshill Investments#3005 · 6,250 sh | 6,250 | $707.9K | 0.05% | +25.0% |
| 3006 | Michels Family Financial#3006 · 6,244 sh | 6,244 | $707.2K | 0.45% | -0.3% |
| 3007 | Grey Ledge Advisors#3007 · 6,243 sh | 6,243 | $707.1K | 0.14% | +12.2% |
| 3008 | M. Kraus#3008 · 6,241 sh | 6,241 | $706.9K | — | +5.3% |
| 3009 | Tevis Investment Management#3009 · 6,240 sh | 6,240 | $706.7K | 0.39% | 0.0% |
| 3010 | Fortis Group Advisors#3010 · 6,236 sh | 6,236 | $706.3K | 0.11% | -62.2% |
| 3011 | Napier Financial#3011 · 6,232 sh | 6,232 | $705.8K | 0.15% | -1.2% |
| 3012 | BROWN, LISLE/CUMMINGS#3012 · 6,228 sh | 6,228 | $705.4K | — | -0.3% |
| 3013 | ARMSTRONG HENRY H ASSOCIATES#3013 · 6,221 sh | 6,221 | $704.6K | — | -2.2% |
| 3014 | Fourth Dimension Wealth#3014 · 6,213 sh | 6,213 | $703.7K | 0.22% | +67.4% |
| 3015 | Capital Management Associates#3015 · 6,210 sh | 6,210 | $703.4K | — | +21.2% |
| 3016 | Main Street Group, LTD#3016 · 6,210 sh | 6,210 | $703.3K | 0.16% | +0.4% |
| 3017 | Topsail Wealth Management#3017 · 6,207 sh | 6,207 | $703.0K | 0.09% | +1.1% |
| 3018 | Sonoma Allocations#3018 · 6,499 sh | 6,499 | $702.9K | 0.22% | -2.5% |
| 3019 | Meritas Wealth Management#3019 · 6,205 sh | 6,205 | $702.8K | — | 0.0% |
| 3020 | Sherman Asset Management#3020 · 6,194 sh | 6,194 | $701.5K | 0.54% | -20.4% |
| 3021 | Kestra Investment Management#3021 · 6,178 sh | 6,178 | $699.8K | 0.01% | +35.1% |
| 3022 | SITTNER & NELSON#3022 · 6,176 sh | 6,176 | $699.5K | 0.22% | +0.8% |
| 3023 | LifeGuide Financial Advisors#3023 · 6,171 sh | 6,171 | $698.9K | — | -0.8% |
| 3024 | TWIN PEAKS WEALTH ADVISORS#3024 · 6,170 sh | 6,170 | $698.8K | 0.16% | +21.8% |
| 3025 | TOWNSEND ASSET MANAGEMENT /NC#3025 · 6,167 sh | 6,167 | $698.5K | 0.22% | +4.3% |
| 3026 | Quattro Advisors#3026 · 6,166 sh | 6,166 | $698.4K | 0.46% | +21.4% |
| 3027 | Rollins Financial Advisors#3027 · 6,158 sh | 6,158 | $697.5K | 0.09% | +2.3% |
| 3028 | PINKERTON WEALTH#3028 · 5,610 sh | 5,610 | $697.2K | 0.06% | -90.4% |
| 3029 | Glass Wealth Management#3029 · 6,147 sh | 6,147 | $696.2K | 0.23% | +13.4% |
| 3030 | CLARK FINANCIAL SERVICES GROUP#3030 · 6,136 sh | 6,136 | $695.0K | — | -2.3% |
| 3031 | Murphy & Mullick Capital Management#3031 · 6,126 sh | 6,126 | $693.9K | 0.43% | +1.5% |
| 3032 | Acorn Wealth Advisors#3032 · 6,126 sh | 6,126 | $693.8K | — | +0.2% |
| 3033 | MKT Advisors#3033 · 6,215 sh | 6,215 | $693.2K | — | -12.4% |
| 3034 | Gibson Capital#3034 · 6,119 sh | 6,119 | $693.0K | — | -0.7% |
| 3035 | RETIREMENT PLANNING GROUP, / NY#3035 · 6,108 sh | 6,108 | $691.8K | 0.38% | 0.0% |
| 3036 | WEDGEWOOD INVESTORS#3036 · 6,104 sh | 6,104 | $691.3K | 0.71% | +2.1% |
| 3037 | AUA CAPITAL MANAGEMENT#3037 · 6,102 sh | 6,102 | $691.1K | — | 0.0% |
| 3038 | Worth Asset Management#3038 · 6,086 sh | 6,086 | $689.3K | — | -28.1% |
| 3039 | HOWE & RUSLING#3039 · 6,062 sh | 6,062 | $686.6K | 0.04% | +0.2% |
| 3040 | HOHIMER WEALTH MANAGEMENT#3040 · 6,060 sh | 6,060 | $686.3K | 0.07% | -5.2% |
| 3041 | Affinity Capital Advisors#3041 · 6,201 sh | 6,201 | $686.1K | — | -9.8% |
| 3042 | Encompass More Asset Management#3042 · 6,057 sh | 6,057 | $686.0K | — | +1.4% |
| 3043 | 6th Street Advisors#3043 · 6,057 sh | 6,057 | $686.0K | — | +3.6% |
| 3044 | MAGNOLIA CAPITAL MANAGEMENT LTD#3044 · 6,060 sh | 6,060 | $686.0K | — | -22.2% |
| 3045 | Oxford Wealth Group#3045 · 6,055 sh | 6,055 | $685.8K | 0.31% | +10.2% |
| 3046 | LeConte Wealth Management#3046 · 6,053 sh | 6,053 | $685.5K | — | +6.9% |
| 3047 | VISTA CAPITAL PARTNERS#3047 · 6,048 sh | 6,048 | $685.0K | 0.06% | -4.5% |
| 3048 | Southland Equity Partners#3048 · 6,044 sh | 6,044 | $684.6K | — | +9.1% |
| 3049 | SAGE RHINO CAPITAL#3049 · 6,043 sh | 6,043 | $684.4K | — | +5.6% |
| 3050 | ForthRight Wealth Management#3050 · 6,043 sh | 6,043 | $684.4K | 0.18% | 0.0% |
| 3051 | Redwood Family Wealth#3051 · 6,038 sh | 6,038 | $683.9K | — | +41.6% |
| 3052 | XXI WEALTH#3052 · 6,038 sh | 6,038 | $683.9K | — | +14.0% |
| 3053 | OGOREK ANTHONY JOSEPH /NY#3053 · 6,030 sh | 6,030 | $683.0K | 0.17% | -6.2% |
| 3054 | BIRCH FINANCIAL GROUP#3054 · 6,018 sh | 6,018 | $681.6K | — | -2.7% |
| 3055 | Wingate Wealth Advisors#3055 · 6,017 sh | 6,017 | $681.5K | — | -3.5% |
| 3056 | EIGHT 31 FINANCIAL#3056 · 6,000 sh | 6,000 | $679.6K | 0.40% | 0.0% |
| 3057 | Lionhunter Capital Management#3057 · 6,000 sh | 6,000 | $679.6K | 0.31% | — |
| 3058 | Barnes Wealth Management Group#3058 · 5,994 sh | 5,994 | $678.9K | 0.31% | -1.6% |
| 3059 | M3 Advisory Group#3059 · 5,990 sh | 5,990 | $678.4K | 0.35% | -2.6% |
| 3060 | Poehling Capital Management#3060 · 5,986 sh | 5,986 | $678.0K | — | +0.9% |
| 3061 | Auxano Advisors#3061 · 5,979 sh | 5,979 | $677.2K | 0.13% | +1.8% |
| 3062 | American Institute for Advanced Investment Management, LLP#3062 · 5,960 sh | 5,960 | $675.0K | 0.39% | +1.6% |
| 3063 | Novak & Powell Financial Services#3063 · 5,953 sh | 5,953 | $674.2K | 0.32% | +0.2% |
| 3064 | Roehl & Yi Investment Advisors#3064 · 83,757 sh | 83,757 | $673.7K | 0.22% | +0.1% |
| 3065 | Black Diamond Financial#3065 · 5,947 sh | 5,947 | $673.6K | — | +3.7% |
| 3066 | IFC & Insurance Marketing#3066 · 5,944 sh | 5,944 | $673.2K | — | +2.4% |
| 3067 | Wescott Financial Advisory Group#3067 · 5,934 sh | 5,934 | $672.1K | 0.05% | -0.3% |
| 3068 | Berkeley Capital Partners#3068 · 5,923 sh | 5,923 | $670.8K | 0.14% | +0.2% |
| 3069 | BROGAN FINANCIAL#3069 · 5,920 sh | 5,920 | $670.5K | 0.27% | -2.6% |
| 3070 | R2 Capital Strategies#3070 · 5,919 sh | 5,919 | $670.4K | — | — |
| 3071 | PLANNING DIRECTIONS#3071 · 5,917 sh | 5,917 | $670.2K | 0.31% | +0.3% |
| 3072 | Core Wealth Advisors#3072 · 5,916 sh | 5,916 | $670.1K | 0.13% | +11.9% |
| 3073 | Three Magnolias Financial Advisors#3073 · 5,916 sh | 5,916 | $670.0K | — | +32.5% |
| 3074 | LAWOOD#3074 · 5,897 sh | 5,897 | $667.9K | — | -2.2% |
| 3075 | Capital Investment Management#3075 · 5,897 sh | 5,897 | $667.8K | 0.20% | -3.5% |
| 3076 | COMMONS CAPITAL#3076 · 5,896 sh | 5,896 | $667.8K | 0.47% | +3.9% |
| 3077 | Evolution Wealth Advisors#3077 · 5,893 sh | 5,893 | $667.4K | 0.08% | +5.4% |
| 3078 | MORRIS FINANCIAL CONCEPTS#3078 · 5,874 sh | 5,874 | $665.3K | 0.20% | 0.0% |
| 3079 | Darden Wealth Group#3079 · 5,867 sh | 5,867 | $664.5K | 0.26% | +1.2% |
| 3080 | National Philanthropic#3080 · 5,857 sh | 5,857 | $663.4K | <0.01% | +27.4% |
| 3081 | BDFS Capital#3081 · 5,857 sh | 5,857 | $663.4K | — | -4.9% |
| 3082 | Wheelhouse Advisory Group#3082 · 5,853 sh | 5,853 | $662.9K | — | +6.8% |
| 3083 | Transamerica Financial Advisors#3083 · 5,851 sh | 5,851 | $662.8K | 0.06% | +26.6% |
| 3084 | Spartan Planning & Wealth Management#3084 · 5,850 sh | 5,850 | $662.5K | — | -45.8% |
| 3085 | Chesley Taft & Associates#3085 · 5,841 sh | 5,841 | $661.6K | — | +13.9% |
| 3086 | IFG Advisors#3086 · 5,835 sh | 5,835 | $660.9K | — | 0.0% |
| 3087 | ORLEANS CAPITAL MANAGEMENT#3087 · 5,832 sh | 5,832 | $660.5K | 0.34% | +218.7% |
| 3088 | ATTICUS WEALTH MANAGEMENT#3088 · 5,829 sh | 5,829 | $660.2K | — | +0.8% |
| 3089 | MOR Wealth Management#3089 · 5,827 sh | 5,827 | $660.0K | 0.26% | +64.1% |
| 3090 | Wick Capital Partners#3090 · 5,822 sh | 5,822 | $659.4K | 0.10% | -21.0% |
| 3091 | Serenity Investment Advisors#3091 · 6,343 sh | 6,343 | $658.6K | 0.28% | +2.7% |
| 3092 | AGH Wealth Advisors#3092 · 5,808 sh | 5,808 | $657.8K | — | 0.0% |
| 3093 | Capital Advantage#3093 · 5,804 sh | 5,804 | $657.4K | — | -3.1% |
| 3094 | BURNS J W#3094 · 5,802 sh | 5,802 | $657.1K | — | +12.4% |
| 3095 | SENTINEL LBA#3095 · 5,792 sh | 5,792 | $656.0K | 0.06% | 0.0% |
| 3096 | BALDWIN WEALTH PARTNERS#3096 · 5,771 sh | 5,771 | $653.6K | — | 0.0% |
| 3097 | Capital Markets Trading UK LLP#3097 · 5,767 sh | 5,767 | $653.0K | <0.01% | New |
| 3098 | Hummer Financial Advisory Services#3098 · 5,765 sh | 5,765 | $652.9K | — | 0.0% |
| 3099 | Centurion Wealth Management#3099 · 5,762 sh | 5,762 | $652.6K | — | -31.9% |
| 3100 | Legend Capital Advisors#3100 · 5,751 sh | 5,751 | $651.4K | 0.35% | 0.0% |
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.