Walmart Inc. (WMT) — Institutional Holders, Q2 2026 (page 34)
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 3,301 to 3,400. 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 3,301–3,400 of 4,437
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | Atlas Wealth#3301 · 4,689 sh | 4,689 | $531.1K | 0.08% | -89.5% |
| 3302 | Ascension Capital Advisors#3302 · 4,682 sh | 4,682 | $530.3K | 0.15% | +4.7% |
| 3303 | Crabel Capital Management#3303 · 4,680 sh | 4,680 | $530.1K | 0.39% | New |
| 3304 | Tradewinds Capital Management#3304 · 4,677 sh | 4,677 | $529.7K | — | -2.1% |
| 3305 | Peak Asset Management#3305 · 4,677 sh | 4,677 | $529.7K | 0.08% | 0.0% |
| 3306 | CLARIS ADVISORS, / MO#3306 · 4,668 sh | 4,668 | $528.7K | 0.14% | -0.1% |
| 3307 | Willow Creek Wealth Management#3307 · 4,667 sh | 4,667 | $528.6K | — | — |
| 3308 | Everest Financial Group#3308 · 4,666 sh | 4,666 | $528.4K | 0.07% | +14.0% |
| 3309 | BLODGETT WEALTH ADVISORS#3309 · 4,660 sh | 4,660 | $527.8K | — | +14.2% |
| 3310 | Independent Wealth Network#3310 · 4,659 sh | 4,659 | $527.6K | — | -6.4% |
| 3311 | VSM Wealth Advisory#3311 · 4,656 sh | 4,656 | $527.4K | 0.14% | +0.1% |
| 3312 | Conservest Capital Advisors#3312 · 4,645 sh | 4,645 | $526.1K | 0.04% | +3.5% |
| 3313 | CYPRESS ASSET MANAGEMENT#3313 · 4,641 sh | 4,641 | $525.6K | — | 0.0% |
| 3314 | TTP Investments#3314 · 4,633 sh | 4,633 | $524.8K | 0.21% | +127.1% |
| 3315 | BARINGS#3315 · 4,629 sh | 4,629 | $524.3K | — | +77.1% |
| 3316 | Ballew Advisors#3316 · 4,687 sh | 4,687 | $524.1K | — | 0.0% |
| 3317 | Hoese & LLP#3317 · 4,624 sh | 4,624 | $523.7K | — | +1041.7% |
| 3318 | WEALTHEDGE INVESTMENT ADVISORS#3318 · 4,619 sh | 4,619 | $523.2K | 0.18% | -7.6% |
| 3319 | Lansing Street Advisors#3319 · 4,618 sh | 4,618 | $523.0K | 0.11% | +1.3% |
| 3320 | Financial Perspectives#3320 · 4,618 sh | 4,618 | $523.0K | 0.13% | 0.0% |
| 3321 | CLEAR WAVE WEALTH MANAGEMENT#3321 · 4,603 sh | 4,603 | $521.3K | 0.10% | +2.4% |
| 3322 | Oath Planning#3322 · 4,600 sh | 4,600 | $521.0K | — | +8.0% |
| 3323 | MPS Loria Financial Planners#3323 · 4,594 sh | 4,594 | $520.4K | — | -3.4% |
| 3324 | Lynch Investment Planning#3324 · 4,588 sh | 4,588 | $519.6K | — | 0.0% |
| 3325 | Coyle Financial Counsel#3325 · 4,581 sh | 4,581 | $518.8K | 0.09% | -3.6% |
| 3326 | TRU INDEPENDENCE ASSET MANAGEMENT 2#3326 · 4,581 sh | 4,581 | $518.8K | 0.28% | +7.5% |
| 3327 | Demars Financial Group#3327 · 4,580 sh | 4,580 | $518.7K | — | -3.2% |
| 3328 | WealthPoint Financial#3328 · 4,579 sh | 4,579 | $518.7K | 0.38% | +28.7% |
| 3329 | MBA Advisors#3329 · 4,579 sh | 4,579 | $518.6K | 0.17% | +1.8% |
| 3330 | ARBOR WEALTH ADVISORS#3330 · 4,577 sh | 4,577 | $518.4K | 0.21% | +10.2% |
| 3331 | Anson Capital#3331 · 4,569 sh | 4,569 | $517.5K | — | 0.0% |
| 3332 | LIBERTY SQUARE WEALTH PARTNERS#3332 · 4,560 sh | 4,560 | $516.5K | 0.12% | +15.7% |
| 3333 | SUTTON PLACE INVESTORS#3333 · 4,554 sh | 4,554 | $515.8K | — | -0.4% |
| 3334 | Global X Japan , Ltd.#3334 · 4,553 sh | 4,553 | $515.7K | — | -9.6% |
| 3335 | Wealth Group Ltd#3335 · 4,547 sh | 4,547 | $515.0K | — | +6.3% |
| 3336 | Halbert, Hargrove/Russell#3336 · 4,547 sh | 4,547 | $515.0K | — | +8.4% |
| 3337 | Elm Partners Management#3337 · 4,544 sh | 4,544 | $514.7K | 0.02% | +0.4% |
| 3338 | PURSUIT WEALTH STRATEGIES#3338 · 4,543 sh | 4,543 | $514.6K | 0.67% | -6.1% |
| 3339 | Sawyer & Company#3339 · 4,541 sh | 4,541 | $514.3K | — | 0.0% |
| 3340 | WEST CHESTER CAPITAL ADVISORS#3340 · 4,539 sh | 4,539 | $514.1K | — | -46.8% |
| 3341 | Rise Advisors#3341 · 4,538 sh | 4,538 | $514.0K | — | +2.6% |
| 3342 | Leelyn Smith#3342 · 4,537 sh | 4,537 | $513.9K | 0.06% | -34.5% |
| 3343 | Ducere Wealth Management#3343 · 4,536 sh | 4,536 | $513.8K | 0.15% | +10.8% |
| 3344 | Bouchey Financial Group Ltd#3344 · 4,531 sh | 4,531 | $513.2K | 0.03% | -2.8% |
| 3345 | Tranquility Partners#3345 · 4,517 sh | 4,517 | $511.6K | — | 0.0% |
| 3346 | Provident Living Financial Services#3346 · 4,506 sh | 4,506 | $510.4K | 0.50% | -1.8% |
| 3347 | Tamar Securities#3347 · 4,503 sh | 4,503 | $510.0K | 0.05% | -7.9% |
| 3348 | Michael Brady#3348 · 4,500 sh | 4,500 | $509.7K | — | -10.1% |
| 3349 | DOCK STREET ASSET MANAGEMENT#3349 · 4,500 sh | 4,500 | $509.7K | 0.05% | +49.0% |
| 3350 | Huber Capital Management#3350 · 4,500 sh | 4,500 | $509.7K | 0.08% | 0.0% |
| 3351 | C2C Wealth Management#3351 · 4,500 sh | 4,500 | $509.7K | — | 0.0% |
| 3352 | Greenfield Seitz Capital Management#3352 · 4,500 sh | 4,500 | $509.7K | 0.15% | 0.0% |
| 3353 | DAGCO#3353 · 4,497 sh | 4,497 | $509.3K | — | +91.6% |
| 3354 | Meridian Financial Partners#3354 · 4,526 sh | 4,526 | $509.3K | — | -17.1% |
| 3355 | WEBSTERROGERS FINANCIAL ADVISORS#3355 · 4,495 sh | 4,495 | $509.2K | 0.13% | 0.0% |
| 3356 | JTC Employer Solutions Trusteee Ltd#3356 · 4,500 sh | 4,500 | $509.0K | 0.04% | 0.0% |
| 3357 | Millstone Evans Group#3357 · 4,485 sh | 4,485 | $508.0K | 0.27% | -11.6% |
| 3358 | Copley Financial Group#3358 · 4,485 sh | 4,485 | $508.0K | 0.31% | -8.1% |
| 3359 | Arlington#3359 · 4,482 sh | 4,482 | $507.6K | — | -12.5% |
| 3360 | Midwestern Financial#3360 · 4,477 sh | 4,477 | $507.1K | 0.36% | +0.4% |
| 3361 | CLIENT 1ST ADVISORY GROUP#3361 · 4,474 sh | 4,474 | $506.8K | — | +18.1% |
| 3362 | Noble Wealth Management PBC#3362 · 4,472 sh | 4,472 | $506.5K | — | +0.4% |
| 3363 | StrongBox Wealth#3363 · 4,461 sh | 4,461 | $505.3K | 0.14% | -0.9% |
| 3364 | Orion Investment#3364 · 4,459 sh | 4,459 | $505.0K | 0.15% | -1.0% |
| 3365 | Rodgers & Associates, LTD#3365 · 4,458 sh | 4,458 | $504.9K | — | New |
| 3366 | Clarus Wealth Advisors#3366 · 4,460 sh | 4,460 | $504.4K | — | +23.9% |
| 3367 | Omnia Family Wealth#3367 · 4,445 sh | 4,445 | $503.4K | 0.13% | -1.4% |
| 3368 | Smith Asset Management#3368 · 4,444 sh | 4,444 | $503.3K | — | -0.3% |
| 3369 | ALLIUM FINANCIAL ADVISORS#3369 · 4,443 sh | 4,443 | $503.2K | 0.33% | -1.0% |
| 3370 | LifeGoal Investments#3370 · 4,413 sh | 4,413 | $499.9K | — | -34.0% |
| 3371 | Towercrest Capital Management#3371 · 4,403 sh | 4,403 | $498.7K | — | +1.1% |
| 3372 | Echo45 Advisors#3372 · 4,403 sh | 4,403 | $498.7K | — | -10.0% |
| 3373 | PAX Financial Group#3373 · 4,403 sh | 4,403 | $498.7K | 0.07% | -6.1% |
| 3374 | SilverOak Wealth Management#3374 · 4,402 sh | 4,402 | $498.6K | 0.06% | +0.2% |
| 3375 | COOKSON PEIRCE#3375 · 4,400 sh | 4,400 | $498.4K | 0.02% | +24.2% |
| 3376 | Wealth Analytics Partners#3376 · 4,379 sh | 4,379 | $497.9K | — | 0.0% |
| 3377 | Armbruster Capital Management#3377 · 4,395 sh | 4,395 | $497.8K | — | 0.0% |
| 3378 | Scarborough Advisors#3378 · 4,111 sh | 4,111 | $497.7K | — | -38.8% |
| 3379 | Taylor Securities Services#3379 · 4,379 sh | 4,379 | $496.0K | — | +7.7% |
| 3380 | Fairscale Capital#3380 · 4,378 sh | 4,378 | $495.9K | 0.30% | 0.0% |
| 3381 | Avid Wealth Partners#3381 · 4,377 sh | 4,377 | $495.7K | 0.24% | +32.0% |
| 3382 | OPTIMA CAPITAL#3382 · 4,370 sh | 4,370 | $495.0K | 0.20% | 0.0% |
| 3383 | New World Advisors#3383 · 4,369 sh | 4,369 | $494.8K | 0.08% | -1.9% |
| 3384 | 1620 INVESTMENT ADVISORS#3384 · 4,367 sh | 4,367 | $494.7K | 0.31% | +0.3% |
| 3385 | CPA Asset Management#3385 · 4,365 sh | 4,365 | $494.4K | — | 0.0% |
| 3386 | Parkway Wealth Management Group#3386 · 4,362 sh | 4,362 | $494.0K | — | -5.1% |
| 3387 | FreeGulliver#3387 · 4,361 sh | 4,361 | $493.9K | 0.17% | -15.5% |
| 3388 | VANCE WEALTH#3388 · 4,357 sh | 4,357 | $493.5K | 0.11% | +4.2% |
| 3389 | BEARING POINT CAPITAL#3389 · 4,353 sh | 4,353 | $493.0K | 0.07% | +2.2% |
| 3390 | America First Investment Advisors#3390 · 4,350 sh | 4,350 | $492.7K | 0.09% | New |
| 3391 | Miller Capital Partners#3391 · 4,350 sh | 4,350 | $492.7K | 0.19% | 0.0% |
| 3392 | Aspire Capital Advisors#3392 · 4,348 sh | 4,348 | $492.5K | 0.10% | +4.3% |
| 3393 | ELCO Management#3393 · 4,333 sh | 4,333 | $490.8K | — | +2.4% |
| 3394 | Legacy Edge Advisors#3394 · 4,332 sh | 4,332 | $490.7K | 0.05% | -4.7% |
| 3395 | Fielder Capital Group#3395 · 4,332 sh | 4,332 | $490.7K | 0.11% | -7.1% |
| 3396 | Broadway Wealth Solutions#3396 · 4,330 sh | 4,330 | $490.4K | — | +0.3% |
| 3397 | Truepoint#3397 · 4,319 sh | 4,319 | $489.2K | 0.01% | +2.5% |
| 3398 | Curated Wealth Partners#3398 · 4,315 sh | 4,315 | $488.7K | — | +34.3% |
| 3399 | BOURGEON CAPITAL MANAGEMENT#3399 · 4,310 sh | 4,310 | $488.2K | — | -26.2% |
| 3400 | LifePlan Investment Advisors#3400 · 4,296 sh | 4,296 | $486.6K | 0.17% | +8.0% |
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.