Walmart Inc. (WMT) — Institutional Holders, Q2 2026 (page 41)
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 4,001 to 4,100. 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 4,001–4,100 of 4,437
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4001 | RAFFA WEALTH MANAGEMENT#4001 · 2,304 sh | 2,304 | $260.9K | 0.03% | -4.2% |
| 4002 | Luken Investment Analytics#4002 · 2,302 sh | 2,302 | $260.7K | 0.09% | +21.2% |
| 4003 | Eldridge Investment Advisors#4003 · 2,297 sh | 2,297 | $260.2K | 0.05% | 0.0% |
| 4004 | Richard Young Associates, Ltd.#4004 · 2,296 sh | 2,296 | $260.0K | 0.17% | +2.7% |
| 4005 | Rubicon Advisors, GP#4005 · 2,286 sh | 2,286 | $259.0K | — | -3.5% |
| 4006 | ALESCO ADVISORS#4006 · 2,283 sh | 2,283 | $258.6K | <0.01% | -9.7% |
| 4007 | Financial Network Wealth Advisors#4007 · 2,281 sh | 2,281 | $258.4K | — | -12.2% |
| 4008 | North Capital#4008 · 2,280 sh | 2,280 | $258.2K | — | +1.6% |
| 4009 | Clientfirst Wealth Management#4009 · 2,280 sh | 2,280 | $258.2K | 0.21% | 0.0% |
| 4010 | Strategic Financial Group#4010 · 2,280 sh | 2,280 | $258.2K | — | 0.0% |
| 4011 | DROMS STRAUSS ADVISORS /MO#4011 · 2,277 sh | 2,277 | $257.9K | 0.06% | +0.3% |
| 4012 | SAYBROOK CAPITAL#4012 · 2,275 sh | 2,275 | $257.7K | — | 0.0% |
| 4013 | Sarver Vrooman Wealth Advisors#4013 · 2,332 sh | 2,332 | $257.4K | — | 0.0% |
| 4014 | Able Wealth Management#4014 · 2,272 sh | 2,272 | $257.3K | — | New |
| 4015 | Westshore Wealth#4015 · 2,269 sh | 2,269 | $257.0K | 0.08% | +7.7% |
| 4016 | Smallwood Wealth Investment Management#4016 · 2,266 sh | 2,266 | $256.7K | 0.11% | -1.9% |
| 4017 | Cassilly Financial Group#4017 · 2,264 sh | 2,264 | $256.4K | — | +7.0% |
| 4018 | CONTINENTAL INVESTORS SERVICES#4018 · 2,282 sh | 2,282 | $256.4K | 0.20% | +4.7% |
| 4019 | MANNING & NAPIER ADVISORS#4019 · 2,233 sh | 2,233 | $255.9K | <0.01% | +130.2% |
| 4020 | Rodgers Brothers#4020 · 2,258 sh | 2,258 | $255.7K | 0.02% | 0.0% |
| 4021 | January Capital Advisors#4021 · 2,256 sh | 2,256 | $255.5K | 0.21% | -1.2% |
| 4022 | Financial Council#4022 · 2,253 sh | 2,253 | $255.2K | 0.08% | 0.0% |
| 4023 | Sava Infond d.o.o.#4023 · 2,250 sh | 2,250 | $254.8K | 0.02% | 0.0% |
| 4024 | Foundation Wealth Management, \PA#4024 · 2,249 sh | 2,249 | $254.7K | — | +16.4% |
| 4025 | Aureus Asset Management#4025 · 2,248 sh | 2,248 | $254.6K | 0.02% | -69.3% |
| 4026 | Global Strategic Investment Solutions#4026 · 2,245 sh | 2,245 | $254.3K | — | -1.9% |
| 4027 | Kondo Wealth Advisors#4027 · 2,243 sh | 2,243 | $254.1K | — | +0.8% |
| 4028 | KRS Capital Management#4028 · 2,244 sh | 2,244 | $254.1K | — | +3.3% |
| 4029 | Intergy Private Wealth#4029 · 2,243 sh | 2,243 | $254.1K | — | +5.3% |
| 4030 | Piedmont Capital Management#4030 · 2,340 sh | 2,340 | $254.0K | 0.13% | 0.0% |
| 4031 | HRC WEALTH MANAGEMENT#4031 · 2,241 sh | 2,241 | $253.8K | — | +3.1% |
| 4032 | Darwin Wealth Management#4032 · 2,239 sh | 2,239 | $253.7K | 0.07% | -4.7% |
| 4033 | Lutz Financial Services#4033 · 2,239 sh | 2,239 | $253.6K | 0.02% | +0.4% |
| 4034 | TRILLIUM ASSET MANAGEMENT#4034 · 2,238 sh | 2,238 | $253.5K | <0.01% | -1.9% |
| 4035 | NORTH POINT PORTFOLIO MANAGERS#4035 · 2,237 sh | 2,237 | $253.4K | — | 0.0% |
| 4036 | Polymer Capital Management (US)#4036 · 2,237 sh | 2,237 | $253.4K | 0.03% | -77.0% |
| 4037 | Peak Wealth Management#4037 · 2,237 sh | 2,237 | $253.3K | — | +0.4% |
| 4038 | Orcam Financial Group#4038 · 2,235 sh | 2,235 | $253.1K | 0.12% | +6.4% |
| 4039 | Andrews Advisory Associates#4039 · 2,235 sh | 2,235 | $253.1K | — | -5.0% |
| 4040 | DENVER WEALTH MANAGEMENT#4040 · 2,230 sh | 2,230 | $252.6K | 0.07% | +19.2% |
| 4041 | Pitti Group Wealth Management#4041 · 2,227 sh | 2,227 | $252.3K | 0.18% | -1.9% |
| 4042 | Marotta Asset Management#4042 · 2,316 sh | 2,316 | $252.0K | — | +7.6% |
| 4043 | Private Wealth Management Group#4043 · 2,225 sh | 2,225 | $252.0K | — | +106.0% |
| 4044 | Virtu Financial#4044 · 2,230 sh | 2,230 | $252.0K | <0.01% | -28.7% |
| 4045 | Collaborative Wealth Managment#4045 · 2,208 sh | 2,208 | $250.1K | 0.10% | -4.3% |
| 4046 | PMG Family Office#4046 · 2,205 sh | 2,205 | $249.7K | — | +13.4% |
| 4047 | Wolff Financial Management#4047 · 2,203 sh | 2,203 | $249.5K | — | +0.1% |
| 4048 | jvl associates#4048 · 2,200 sh | 2,200 | $249.2K | — | -1.6% |
| 4049 | American Money Management#4049 · 2,199 sh | 2,199 | $249.1K | 0.04% | +4.6% |
| 4050 | PRIVATE MANAGEMENT GROUP#4050 · 2,198 sh | 2,198 | $249.0K | <0.01% | -9.8% |
| 4051 | Morton Capital Management#4051 · 2,198 sh | 2,198 | $248.9K | — | +35.3% |
| 4052 | Momentous Wealth Management#4052 · 2,193 sh | 2,193 | $248.4K | — | +3.6% |
| 4053 | Bravias Capital Group#4053 · 2,188 sh | 2,188 | $247.8K | 0.15% | +0.2% |
| 4054 | Gallacher Capital Management#4054 · 2,187 sh | 2,187 | $247.7K | 0.14% | -11.2% |
| 4055 | Skyline Advisors#4055 · 2,185 sh | 2,185 | $247.5K | 0.08% | +0.3% |
| 4056 | Vision Retirement#4056 · 2,185 sh | 2,185 | $247.4K | 0.06% | +0.2% |
| 4057 | Brio Consultants#4057 · 2,183 sh | 2,183 | $247.3K | 0.03% | +1.0% |
| 4058 | Traction Financial Partners#4058 · 2,183 sh | 2,183 | $247.2K | 0.13% | +0.4% |
| 4059 | Kilter Group#4059 · 2,182 sh | 2,182 | $247.1K | 0.09% | -8.2% |
| 4060 | Frederick Financial Consultants#4060 · 2,182 sh | 2,182 | $247.1K | 0.10% | +2.2% |
| 4061 | Dunhill Financial#4061 · 2,179 sh | 2,179 | $246.8K | 0.05% | +29.0% |
| 4062 | SENTINEL PENSION ADVISORS#4062 · 2,159 sh | 2,159 | $246.7K | 0.03% | -3.9% |
| 4063 | TI#4063 · 2,175 sh | 2,175 | $246.3K | — | -6.5% |
| 4064 | CORTLAND ASSOCIATES#4064 · 2,171 sh | 2,171 | $246.0K | 0.04% | +4.9% |
| 4065 | Dempze Nancy E#4065 · 2,172 sh | 2,172 | $246.0K | 0.12% | 0.0% |
| 4066 | LWM Advisory Services#4066 · 2,168 sh | 2,168 | $245.5K | 0.44% | New |
| 4067 | PUFF WEALTH MANAGEMENT#4067 · 2,167 sh | 2,167 | $245.4K | — | — |
| 4068 | Axecap Investments#4068 · 2,163 sh | 2,163 | $245.0K | — | -92.6% |
| 4069 | Intentional Wealth Strategies#4069 · 2,162 sh | 2,162 | $244.9K | 0.23% | +0.2% |
| 4070 | Ellevest#4070 · 2,142 sh | 2,142 | $244.7K | 0.03% | +0.9% |
| 4071 | Port Capital#4071 · 2,154 sh | 2,154 | $244.0K | 0.01% | New |
| 4072 | BCGM Wealth Management#4072 · 2,151 sh | 2,151 | $243.6K | 0.05% | +6.2% |
| 4073 | Steffes Financial, Ltd.#4073 · 2,151 sh | 2,151 | $243.6K | 0.11% | +0.4% |
| 4074 | tru Independence#4074 · 2,150 sh | 2,150 | $243.5K | — | -0.7% |
| 4075 | MARK SHEPTOFF FINANCIAL PLANNING#4075 · 2,150 sh | 2,150 | $243.5K | 0.13% | -2.3% |
| 4076 | Plotkin Financial Advisors#4076 · 2,150 sh | 2,150 | $243.5K | 0.10% | -2.8% |
| 4077 | GRAND WEALTH MANAGEMENT#4077 · 2,150 sh | 2,150 | $243.5K | 0.10% | -1.1% |
| 4078 | IMG Wealth Management#4078 · 2,144 sh | 2,144 | $242.8K | — | +0.2% |
| 4079 | Note Advisors#4079 · 2,142 sh | 2,142 | $242.6K | 0.11% | 0.0% |
| 4080 | Stirlingshire Investments#4080 · 2,140 sh | 2,140 | $242.4K | 0.18% | +19.2% |
| 4081 | Dean, Jacobson Financial Services#4081 · 2,139 sh | 2,139 | $242.3K | 0.13% | 0.0% |
| 4082 | OBERWEIS ASSET MANAGEMENT#4082 · 2,139 sh | 2,139 | $242.2K | <0.01% | +0.1% |
| 4083 | MEMBERS WEALTH#4083 · 2,137 sh | 2,137 | $242.0K | — | -41.9% |
| 4084 | E&R Wealth Management#4084 · 2,137 sh | 2,137 | $242.0K | — | +0.7% |
| 4085 | ROBINSON SMITH WEALTH ADVISORS#4085 · 2,133 sh | 2,133 | $241.6K | — | 0.0% |
| 4086 | REICON WEALTH ADVISORS#4086 · 2,130 sh | 2,130 | $241.2K | 0.15% | New |
| 4087 | Purewater Capital#4087 · 2,129 sh | 2,129 | $241.1K | — | -14.9% |
| 4088 | Bull Street Advisors#4088 · 2,130 sh | 2,130 | $241.0K | — | -19.0% |
| 4089 | Koesten, Hirschmann & Crabtree#4089 · 2,126 sh | 2,126 | $240.8K | — | +8.9% |
| 4090 | Alliance Wealth Advisors#4090 · 2,122 sh | 2,122 | $240.4K | 0.05% | -9.6% |
| 4091 | FAGAN ASSOCIATES#4091 · 2,119 sh | 2,119 | $240.0K | — | -2.3% |
| 4092 | WASHBURN CAPITAL MANAGEMENT#4092 · 2,117 sh | 2,117 | $239.8K | — | -19.0% |
| 4093 | Kaizen Financial Strategies#4093 · 2,200 sh | 2,200 | $239.5K | — | New |
| 4094 | Financial Planning Fort Collins#4094 · 2,133 sh | 2,133 | $239.3K | — | 0.0% |
| 4095 | Miller Financial Services#4095 · 2,112 sh | 2,112 | $239.2K | — | New |
| 4096 | Hibernia Wealth Partners#4096 · 2,102 sh | 2,102 | $238.0K | 0.13% | -66.0% |
| 4097 | Pictet & Cie (Europe) SA#4097 · 2,100 sh | 2,100 | $237.8K | — | -25.0% |
| 4098 | Madrid Financial Services#4098 · 2,100 sh | 2,100 | $237.8K | 0.13% | -4.5% |
| 4099 | OAK ASSOCIATES LTD#4099 · 2,100 sh | 2,100 | $237.8K | 0.01% | 0.0% |
| 4100 | Koss-Olinger Consulting#4100 · 2,099 sh | 2,099 | $237.8K | 0.02% | -23.1% |
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.