Walmart Inc. (WMT) — Institutional Holders, Q2 2026 (page 33)
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 3,201 to 3,300. 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 3,201–3,300 of 4,437
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3201 | VestGen Investment Management#3201 · 5,194 sh | 5,194 | $588.3K | 0.31% | +1.0% |
| 3202 | Cynosure Management#3202 · 5,189 sh | 5,189 | $587.7K | 0.09% | New |
| 3203 | Palacios Wealth Management#3203 · 5,184 sh | 5,184 | $587.1K | 0.35% | -1.3% |
| 3204 | Laurion Capital Management#3204 · 5,183 sh | 5,183 | $587.0K | 0.02% | New |
| 3205 | Investment Partners Asset Management#3205 · 5,177 sh | 5,177 | $586.4K | — | +0.3% |
| 3206 | SHERMAN PORFOLIOS#3206 · 4,718 sh | 4,718 | $586.3K | 0.05% | 0.0% |
| 3207 | GILL CAPITAL PARTNERS#3207 · 5,176 sh | 5,176 | $586.3K | — | +197.0% |
| 3208 | BridgePort Financial Solutions#3208 · 5,176 sh | 5,176 | $586.3K | 0.15% | +29.1% |
| 3209 | New England Research & Management#3209 · 5,167 sh | 5,167 | $585.2K | — | 0.0% |
| 3210 | Innovative Asset Advisors Group#3210 · 5,166 sh | 5,166 | $585.1K | 0.26% | -0.1% |
| 3211 | Birchcreek Wealth Management#3211 · 5,163 sh | 5,163 | $584.8K | 0.23% | +10.3% |
| 3212 | NewSquare Capital#3212 · 5,159 sh | 5,159 | $584.3K | 0.04% | +2.3% |
| 3213 | MOTIVE WEALTH ADVISORS#3213 · 5,138 sh | 5,138 | $581.9K | — | -1.2% |
| 3214 | Crusonia Wealth Advisors#3214 · 5,134 sh | 5,134 | $581.5K | — | +71.8% |
| 3215 | VISTA INVESTMENT PARTNERS II#3215 · 5,134 sh | 5,134 | $581.4K | — | 0.0% |
| 3216 | Meramec Financial Planners#3216 · 5,189 sh | 5,189 | $579.9K | 0.21% | -4.0% |
| 3217 | nVerses Capital#3217 · 5,116 sh | 5,116 | $579.4K | 0.89% | New |
| 3218 | DRIEHAUS CAPITAL MANAGEMENT#3218 · 5,114 sh | 5,114 | $579.2K | <0.01% | 0.0% |
| 3219 | Core Capital Management & Research#3219 · 5,438 sh | 5,438 | $579.2K | 0.30% | — |
| 3220 | STEVENS CAPITAL PARTNERS#3220 · 5,104 sh | 5,104 | $578.1K | 0.11% | +5.2% |
| 3221 | KTF INVESTMENTS#3221 · 5,100 sh | 5,100 | $577.6K | — | 0.0% |
| 3222 | LMR Partners LLP#3222 · 5,097 sh | 5,097 | $577.3K | <0.01% | -95.8% |
| 3223 | FLYWHEEL PRIVATE WEALTH#3223 · 5,096 sh | 5,096 | $577.2K | 0.28% | 0.0% |
| 3224 | VISION FINANCIAL MARKETS#3224 · 5,169 sh | 5,169 | $577.2K | — | 0.0% |
| 3225 | Sylvest Advisors#3225 · 5,096 sh | 5,096 | $577.1K | — | +1.4% |
| 3226 | Live Oak Investment Partners#3226 · 5,086 sh | 5,086 | $576.0K | — | -2.8% |
| 3227 | Hiley Hunt Wealth Management#3227 · 5,079 sh | 5,079 | $575.3K | — | 0.0% |
| 3228 | Nelson Capital Management#3228 · 5,079 sh | 5,079 | $575.2K | 0.06% | +1.1% |
| 3229 | Aletheian Wealth Advisors#3229 · 5,076 sh | 5,076 | $574.9K | — | +12.7% |
| 3230 | Integrity Financial#3230 · 5,074 sh | 5,074 | $574.7K | 0.27% | -5.7% |
| 3231 | OLD POINT & FINANCIAL SERVICES N A#3231 · 5,072 sh | 5,072 | $574.5K | 0.17% | +23.4% |
| 3232 | FORA Capital#3232 · 5,068 sh | 5,068 | $573.8K | 0.04% | New |
| 3233 | Evanson Financial#3233 · 5,064 sh | 5,064 | $573.5K | — | — |
| 3234 | Firestone Capital Management#3234 · 5,056 sh | 5,056 | $572.6K | 0.11% | -2.5% |
| 3235 | Ranch Capital Advisors#3235 · 5,056 sh | 5,056 | $572.6K | 0.18% | +0.2% |
| 3236 | Stegent Equity Advisors#3236 · 5,039 sh | 5,039 | $570.7K | — | -38.4% |
| 3237 | TEALWOOD ASSET MANAGEMENT#3237 · 5,025 sh | 5,025 | $569.0K | — | -8.2% |
| 3238 | Wiser Wealth Management#3238 · 5,022 sh | 5,022 | $568.8K | — | +3.5% |
| 3239 | Family Investment Center#3239 · 5,022 sh | 5,022 | $568.8K | — | 0.0% |
| 3240 | Renaissance Investment Group#3240 · 5,015 sh | 5,015 | $568.0K | 0.11% | -0.2% |
| 3241 | Capstone Wealth Management#3241 · 5,015 sh | 5,015 | $568.0K | 0.26% | +1.2% |
| 3242 | Key Capital Management#3242 · 5,011 sh | 5,011 | $567.6K | 0.29% | +94.8% |
| 3243 | Merrion Investment Management#3243 · 5,000 sh | 5,000 | $566.3K | — | 0.0% |
| 3244 | Caption Management#3244 · 5,000 sh | 5,000 | $566.3K | <0.01% | -96.4% |
| 3245 | Destiny Wealth Partners#3245 · 5,091 sh | 5,091 | $566.1K | 0.08% | -47.6% |
| 3246 | Palogic Value Management, L.P.#3246 · 5,000 sh | 5,000 | $566.0K | 0.19% | New |
| 3247 | Next Level Private#3247 · 4,996 sh | 4,996 | $565.8K | — | -0.9% |
| 3248 | FIDELITY D & D BANCORP#3248 · 4,992 sh | 4,992 | $565.4K | 0.19% | 0.0% |
| 3249 | Horst & Graben Wealth Management#3249 · 5,193 sh | 5,193 | $565.1K | 0.07% | -0.8% |
| 3250 | Index Technologies Group#3250 · 4,988 sh | 4,988 | $564.9K | 0.45% | +0.9% |
| 3251 | Balance Wealth#3251 · 4,985 sh | 4,985 | $564.6K | — | +15.4% |
| 3252 | Cedarwood Wealth#3252 · 4,985 sh | 4,985 | $564.6K | 0.43% | +21.0% |
| 3253 | Campion Asset Management#3253 · 4,967 sh | 4,967 | $562.6K | 0.34% | +1.1% |
| 3254 | Alpha Omega Wealth Management#3254 · 4,951 sh | 4,951 | $560.8K | — | -27.0% |
| 3255 | Gordian Advisors#3255 · 4,947 sh | 4,947 | $560.3K | 0.33% | +0.1% |
| 3256 | Carmel Capital Partners#3256 · 4,937 sh | 4,937 | $559.2K | 0.18% | -7.7% |
| 3257 | Mason & Associates#3257 · 4,933 sh | 4,933 | $558.7K | 0.09% | 0.0% |
| 3258 | Piedmont Capital Management#3258 · 4,930 sh | 4,930 | $558.4K | — | -15.4% |
| 3259 | CHESAPEAKE ASSET MANAGEMENT#3259 · 5,060 sh | 5,060 | $557.6K | 0.43% | -18.2% |
| 3260 | Collaborative Capital Advisors#3260 · 4,921 sh | 4,921 | $557.3K | 0.35% | — |
| 3261 | MAINSAIL ASSET MANAGEMENT#3261 · 4,872 sh | 4,872 | $556.6K | — | -50.6% |
| 3262 | Covenant Asset Management#3262 · 4,912 sh | 4,912 | $556.4K | — | +121.1% |
| 3263 | UNIQUE WEALTH#3263 · 4,910 sh | 4,910 | $556.1K | — | +0.2% |
| 3264 | Two West Capital Advisors#3264 · 4,952 sh | 4,952 | $555.6K | — | +2.6% |
| 3265 | Cape Investment Advisory#3265 · 4,905 sh | 4,905 | $555.5K | — | +3.7% |
| 3266 | Roan Capital Partners#3266 · 4,903 sh | 4,903 | $555.3K | — | -0.7% |
| 3267 | Sun Financial#3267 · 4,921 sh | 4,921 | $554.4K | 0.26% | -6.9% |
| 3268 | Cache Advisors#3268 · 4,890 sh | 4,890 | $553.8K | — | 0.0% |
| 3269 | Realta Investment Advisors#3269 · 4,881 sh | 4,881 | $552.9K | — | +19.4% |
| 3270 | MinichMacGregor Wealth Management#3270 · 4,878 sh | 4,878 | $552.5K | — | -30.4% |
| 3271 | Legacy Advisory Services#3271 · 4,873 sh | 4,873 | $551.9K | — | +4.1% |
| 3272 | Parrish Capital#3272 · 4,873 sh | 4,873 | $551.9K | — | +2.9% |
| 3273 | Verisail Partners#3273 · 4,845 sh | 4,845 | $548.7K | — | +0.2% |
| 3274 | Stewardship Advisors#3274 · 4,831 sh | 4,831 | $547.2K | — | +5.4% |
| 3275 | RNC CAPITAL MANAGEMENT#3275 · 4,818 sh | 4,818 | $545.7K | 0.02% | -2.7% |
| 3276 | Family Wealth Group#3276 · 4,816 sh | 4,816 | $545.4K | 0.29% | +1.8% |
| 3277 | CURIO WEALTH#3277 · 4,813 sh | 4,813 | $545.1K | 0.17% | -1.1% |
| 3278 | Landmark Wealth Management#3278 · 4,809 sh | 4,809 | $544.7K | 0.13% | 0.0% |
| 3279 | Aspen Grove Capital#3279 · 4,793 sh | 4,793 | $542.9K | 0.08% | -0.2% |
| 3280 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#3280 · 4,792 sh | 4,792 | $542.7K | 1.66% | +212.2% |
| 3281 | WPWealth LLP#3281 · 4,780 sh | 4,780 | $541.4K | 0.08% | -10.0% |
| 3282 | McClarren Financial Advisors#3282 · 4,780 sh | 4,780 | $541.4K | — | +0.4% |
| 3283 | Principal Street Partners#3283 · 4,778 sh | 4,778 | $541.1K | 0.08% | 0.0% |
| 3284 | M.E. ALLISON#3284 · 4,766 sh | 4,766 | $539.8K | — | 0.0% |
| 3285 | SimpliFi#3285 · 4,759 sh | 4,759 | $539.0K | — | New |
| 3286 | WATERSHED PRIVATE WEALTH#3286 · 4,758 sh | 4,758 | $538.9K | 0.15% | -20.6% |
| 3287 | TCFG Investment Advisors#3287 · 4,753 sh | 4,753 | $538.2K | — | -5.4% |
| 3288 | American National Bank of Texas#3288 · 4,750 sh | 4,750 | $538.0K | — | -20.8% |
| 3289 | Meridian Wealth Partners#3289 · 4,749 sh | 4,749 | $537.9K | 0.07% | +1.6% |
| 3290 | Owl Creek Wealth Partners#3290 · 4,745 sh | 4,745 | $537.4K | — | +9.2% |
| 3291 | Stordahl Capital Management#3291 · 4,743 sh | 4,743 | $537.2K | — | +0.9% |
| 3292 | LifeWealth Investments#3292 · 4,729 sh | 4,729 | $535.6K | — | +9.5% |
| 3293 | YARGER WEALTH STRATEGIES#3293 · 4,702 sh | 4,702 | $535.6K | 0.19% | -7.6% |
| 3294 | Bay Capital Advisors#3294 · 4,727 sh | 4,727 | $535.3K | — | -14.8% |
| 3295 | Merited Wealth#3295 · 4,725 sh | 4,725 | $535.2K | — | 0.0% |
| 3296 | NATURAL INVESTMENTS#3296 · 4,729 sh | 4,729 | $535.0K | 0.12% | +1.7% |
| 3297 | Financial Harvest#3297 · 4,714 sh | 4,714 | $533.9K | — | +29.5% |
| 3298 | Schoolcraft Capital#3298 · 4,704 sh | 4,704 | $532.8K | — | 0.0% |
| 3299 | RIDGECREST WEALTH PARTNERS#3299 · 4,700 sh | 4,700 | $532.3K | — | +8.2% |
| 3300 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS#3300 · 4,692 sh | 4,692 | $531.4K | 0.10% | +1.2% |
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.