WALMART INC (WMT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
232
Reporting holders
$959.9M
Reported value
0.1%
Calls
0.1%
Puts
-4,200
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EASTERN BANK | $81.4M | 783,561 | 1.24% | 32q | -12.6%-$11.8M |
| Artemis Investment Management LLP | $81.0M | 779,272 | 0.71% | 14q | +51.7%+$27.6M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $74.5M | 716,949 | 0.89% | 32q | +1.0%+$747.1K |
| Gradient Investments LLC | $40.6M | 390,716 | 0.58% | 32q | +0.8%+$304.7K |
| Farther Finance Advisors, LLC | $39.4M | 379,489 | 0.28% | 16q | +6.7%+$2.5M |
| SAPIENT CAPITAL LLC | $36.3M | 349,184 | 0.49% | 12q | -50.3%-$36.7M |
| MassMutual Private Wealth & Trust, FSB | $34.0M | 327,374 | 0.90% | 32q | -3.6%-$1.3M |
| Venture Visionary Partners LLC | $31.5M | 302,937 | 0.82% | 28q | +28.7%+$7.0M |
| ATWOOD & PALMER INC | $26.1M | 251,626 | 1.34% | 32q | -1.1%-$285.8K |
| AMERICAN NATIONAL BANK & TRUST | $25.6M | 246,566 | 2.35% | 32q | -5.0%-$1.4M |
| TOMPKINS FINANCIAL CORP | $23.1M | 222,059 | 1.63% | 31q | -1.4%-$318.6K |
| GAMMA Investing LLC | $15.5M | 149,412 | 0.53% | 12q | +2.2%+$331.6K |
| CONGRESS ASSET MANAGEMENT CO | $14.4M | 138,293 | 0.09% | 8q | -2.6%-$390.5K |
| TOTH FINANCIAL ADVISORY CORP | $13.3M | 127,544 | 1.32% | 32q | -1.3%-$175.1K |
| PARK NATIONAL CORP /OH/ | $12.5M | 119,865 | 0.34% | 32q | +282.9%+$9.2M |
| Valeo Financial Advisors, LLC | $11.7M | 111,921 | 0.25% | 32q | +1.2%+$141.9K |
| YHB Investment Advisors, Inc. | $11.6M | 111,309 | 0.73% | 32q | +3.7%+$416.9K |
| Legacy Private Trust Co. | $10.5M | 101,472 | 0.58% | 32q | +2.2%+$227.7K |
| Acropolis Investment Management, LLC | $10.3M | 99,274 | 0.41% | 32q | -51.3%-$10.9M |
| Wedmont Private Capital | $10.1M | 91,238 | 0.24% | 20q | +12.9%+$1.2M |
| CHICKASAW CAPITAL MANAGEMENT LLC | $9.4M | 90,415 | 0.34% | 32q | -0.9%-$85.2K |
| ROCKLAND TRUST CO | $9.1M | 87,664 | 0.35% | 32q | -2.3%-$213.2K |
| SPRING CAPITAL MANAGEMENT, LLC | $9.0M | 86,910 | 4.33% | 20q | +2.4%+$212.0K |
| Coastline Trust Co | $8.7M | 83,298 | 0.81% | 30q | -2.7%-$239.3K |
| TILIA FIDUCIARY PARTNERS, INC. | $8.0M | 76,676 | 1.84% | 20q | +105.3%+$4.1M |
| Decker Wealth Management LLC | $7.4M | 71,180 | 1.50% | 4q | +13.8%+$898.2K |
| Apella Capital, LLC | $7.4M | 68,062 | 0.09% | 17q | +9.7%+$652.7K |
| Stonebridge Financial Group, LLC | $7.4M | 70,795 | 0.54% | 8q | +2.3%+$166.9K |
| Wealth Enhancement Trust Services, Inc. | $7.2M | 69,236 | 0.77% | 4q | -47.4%-$6.5M |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $7.2M | 69,000 | 1.36% | 32q | HELD |
| Horrell Capital Management, Inc. | $6.7M | 64,794 | 3.57% | 32q | -3.9%-$270.0K |
| DLK Investment Management, LLC | $5.9M | 56,370 | 2.13% | 12q | -43.6%-$4.5M |
| MOODY NATIONAL BANK TRUST DIVISION | $5.7M | 54,876 | 0.47% | 32q | +18.6%+$893.5K |
| Avidian Wealth Enterprises, LLC | $5.5M | 53,079 | 0.15% | 29q | +2.1%+$111.8K |
| Monument Capital Management | $5.4M | 51,833 | 1.12% | 32q | HELD |
| Successful Portfolios LLC | $5.4M | 50,990 | 2.47% | 32q | HELD |
| CoreCap Advisors, LLC | $5.2M | 50,027 | 0.15% | 9q | -26.0%-$1.8M |
| First Heartland Consultants, Inc. | $4.8M | 45,719 | 0.32% | 32q | -2.4%-$114.9K |
| Allen Mooney & Barnes Investment Advisors LLC | $4.7M | 45,421 | 0.70% | 19q | +0.7%+$32.6K |
| Bank of New Hampshire | $4.6M | 43,946 | 0.99% | 22q | +0.6%+$25.3K |
| BENEDICT FINANCIAL ADVISORS INC | $4.4M | 42,462 | 0.88% | 32q | -2.5%-$113.7K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $4.4M | 42,095 | 0.38% | 20q | -1.0%-$44.8K |
| Everhart Financial Group, Inc. | $4.2M | 40,776 | 0.26% | 24q | -9.6%-$448.2K |
| Pacifica Partners Inc. | $4.0M | 38,190 | 1.20% | 28q | -8.3%-$361.9K |
| ALKEME WEALTH, LLC | $3.9M | 37,783 | 1.48% | 32q | +0.8%+$29.9K |
| Whalen Wealth Management Inc. | $3.8M | 36,948 | 1.64% | 4q | +1.3%+$48.9K |
| CENTRAL BANK & TRUST CO | $3.8M | 36,899 | 0.55% | 32q | -1.7%-$66.1K |
| VISTA INVESTMENT PARTNERS LLC | $3.8M | 36,675 | 0.99% | 12q | +82.2%+$1.7M |
| Stokes Capital Advisors, LLC | $3.8M | 36,203 | 0.83% | 4q | +108.3%+$2.0M |
| Silverleafe Capital Partners, LLC | $3.6M | 34,823 | 1.03% | 32q | +3.4%+$119.1K |
| Castle Rock Wealth Management, LLC | $3.6M | 33,628 | 0.68% | 26q | -9.1%-$361.2K |
| Strong Retirement Solutions LLC | $3.3M | 31,891 | 1.86% | 4q | +9.1%+$277.3K |
| ARGENT CAPITAL MANAGEMENT LLC | $3.2M | 30,825 | 0.10% | 32q | HELD |
| GoalVest Advisory LLC | $3.2M | 30,692 | 0.55% | 22q | +13.4%+$377.0K |
| Bank & Trust Co | $3.1M | 30,272 | 1.98% | 10q | HELD |
| Exchange Bank | $3.0M | 28,389 | 1.83% | 14q | HELD |
| FIRST COMMUNITY TRUST NA | $2.8M | 27,364 | 0.95% | 20q | +9.2%+$238.8K |
| Iowa State Bank | $2.7M | 25,745 | 0.45% | 32q | +12.4%+$295.9K |
| Grove Bank & Trust | $2.5M | 24,346 | 0.25% | 32q | +2.4%+$59.3K |
| Douglas Lane & Associates, LLC | $2.5M | 23,735 | 0.03% | 32q | -4.6%-$117.9K |
| Sound Income Strategies, LLC | $2.4M | 22,151 | 0.11% | 32q | +4.1%+$97.3K |
| Cooper Financial Group | $2.4M | 23,345 | 0.19% | 32q | -26.1%-$858.0K |
| TLWM | $2.4M | 22,805 | 0.38% | 32q | +1.7%+$38.6K |
| Lincoln Capital LLC | $2.4M | 22,746 | 0.41% | 32q | HELD |
| TrueWealth Advisors, LLC | $2.3M | 22,393 | 0.52% | 20q | +3.1%+$70.4K |
| Roxbury Financial LLC | $2.3M | 22,226 | 1.77% | 8q | +2.3%+$53.0K |
| Bangor Savings Bank | $2.3M | 21,682 | 0.17% | 32q | -13.6%-$353.8K |
| Sherry Group, Inc. | $2.2M | 21,049 | 2.05% | 4q | +2.1%+$45.7K |
| Davis Capital Management | $2.1M | 20,623 | 1.28% | 13q | -2.4%-$52.6K |
| Montecito Bank & Trust | $2.1M | 20,585 | 0.32% | 31q | -0.7%-$14.2K |
| Gallagher Capital Advisors, LLC | $2.1M | 20,347 | 1.13% | 8q | HELD |
| Boltwood Capital Management | $2.1M | 20,090 | 0.47% | 32q | +9.2%+$176.7K |
| Central Pacific Bank - Trust Division | $1.9M | 18,634 | 0.20% | 11q | -31.9%-$908.8K |
| Versant Capital Management, Inc | $1.9M | 18,534 | 0.16% | 32q | -23.0%-$576.4K |
| S.E.E.D. Planning Group LLC | $1.9M | 18,455 | 0.47% | 20q | +59.8%+$717.4K |
| General Partner, Inc. | $1.9M | 18,330 | 1.02% | 16q | -5.2%-$103.9K |
| Whitaker-Myers Wealth Managers, LTD. | $1.9M | 18,186 | 0.31% | 5q | -11.2%-$237.7K |
| ANB BANK | $1.9M | 18,002 | 0.66% | 8q | -0.6%-$11.2K |
| Shulman DeMeo Asset Management LLC | $1.8M | 17,304 | 0.36% | 21q | -4.7%-$90.5K |
| Quintet Private Bank (Europe) S.A. | $1.8M | 17,423 | 0.08% | 16q | +7.7%+$129.4K |
| Trust Co | $1.7M | 16,726 | 0.15% | 32q | +6.3%+$102.5K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.7M | 16,718 | 0.13% | 32q | +1.2%+$21.0K |
| Sunburst Financial Group, LLC | $1.7M | 16,581 | 0.27% | 28q | HELD |
| Bill Few Associates, Inc. | $1.7M | 16,575 | 0.36% | 20q | -1.3%-$21.8K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $1.7M | 16,573 | 0.40% | 15q | +1.4%+$23.9K |
| Bullock Wealth Management Group | $1.7M | 16,489 | 0.71% | 11q | +4.8%+$79.0K |
| Atlas Brown,Inc. | $1.7M | 16,321 | 0.45% | 32q | +4.3%+$70.5K |
| Peoples Bank/KS | $1.7M | 16,300 | 1.65% | 13q | HELD |
| Wisconsin Wealth Advisors, LLC | $1.7M | 16,182 | 1.41% | 8q | HELD |
| Crumly & Associates Inc. | $1.7M | 16,068 | 0.30% | 28q | +5.7%+$90.2K |
| Breakwater Capital Group | $1.6M | 15,785 | 0.19% | 16q | HELD |
| Balefire, LLC | $1.6M | 15,739 | 0.26% | 8q | +5.5%+$85.8K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.6M | 15,078 | 0.94% | 16q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $1.5M | 14,418 | 1.06% | 4q | +18.7%+$236.0K |
| Greenfield Savings Bank | $1.5M | 14,331 | 0.56% | 18q | +1.8%+$26.9K |
| Olistico Wealth, LLC | $1.4M | 13,782 | 0.60% | 16q | +16.3%+$200.5K |
| REX Advisers, LLC | $1.4M | options only | 6.58% | 4q | OPTIONS |
| CHAPIN DAVIS, INC. | $1.4M | 13,295 | 0.27% | 16q | -1.3%-$18.1K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.4M | 13,239 | 0.09% | 15q | +10.9%+$135.6K |
| Gerald Baker Financial Group LLC | $1.4M | 13,079 | 0.38% | 3q | -1.6%-$21.5K |
Showing the largest 100 of 242 reported holders.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-16 | Delisting notice from the exchange | Nasdaq Stock Market LLC | - | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-23 | McMillon C Douglas | Director | Sold | 19,416 | $2.6M |
| 2026-05-28 | McMillon C Douglas | Director | Sold | 19,416 | $2.3M |
| 2026-04-16 | Furner John R. | President & CEO | Sold | 13,125 | $1.6M ×2 |
| 2026-05-21 | Furner John R. | President & CEO | Sold | 13,125 | $1.6M ×2 |
| 2026-06-10 | Guggina David W | Executive Vice President | Sold | 11,978 | $1.4M |
| 2026-09-17 | Furner John R. | President & CEO | Sold | 13,125 | $1.4M ×2 |
| 2026-05-28 | Watkins Latriece | Executive Vice President | Sold | 11,000 | $1.3M |
| 2026-08-03 | Bartlett Daniel J | Executive Vice President | Sold | 3,710 | $419.6K |
| 2026-10-01 | Bartlett Daniel J | Executive Vice President | Sold | 3,990 | $416.6K |
| 2026-09-01 | Bartlett Daniel J | Executive Vice President | Sold | 3,950 | $415.3K |
| 2026-07-01 | Bartlett Daniel J | Executive Vice President | Sold | 3,775 | $413.9K |
| 2026-04-16 | Nicholas Christopher James | Executive Vice President | Sold | 2,900 | $361.7K ×2 |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-16 | Walton Family Holdings Trust | 10% owner | Sold | 4,424,704 | $535.8M ×3 |
| 2026-06-02 | Walton Family Holdings Trust | 10% owner | Sold | 1,771,333 | $200.7M ×2 |
| 2026-05-22 | Walton Family Holdings Trust | 10% owner | Sold | 1,591,500 | $191.0M ×3 |
| 2026-05-26 | Walton Family Holdings Trust | 10% owner | Sold | 532,340 | $63.5M ×3 |
| 2026-05-27 | Walton Family Holdings Trust | 10% owner | Sold | 254,178 | $30.3M |
| 2026-05-28 | Walton Family Holdings Trust | 10% owner | Sold | 207,649 | $24.7M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 232 | $959.9M | 9,208,913 | 5 | 88 | 88 | 0.2% |
| Q2 2026 | 4,432 | $379.9B | 3,224,559,611 | 143 | 1,585 | 1,612 | 3.4% |
| Q1 2026 | 4,462 | $383.6B | 2,962,420,164 | 210 | 1,463 | 1,754 | 3.6% |
| Q4 2025 | 4,419 | $337.6B | 2,942,486,780 | 189 | 1,532 | 1,469 | 2.9% |
| Q3 2025 | 4,044 | $310.3B | 2,929,952,014 | 171 | 1,505 | 1,354 | 2.7% |
| Q2 2025 | 3,997 | $287.8B | 2,848,299,280 | 211 | 1,436 | 1,453 | 3.3% |
| Q1 2025 | 3,902 | $259.5B | 2,830,189,120 | 164 | 1,370 | 1,536 | 4.3% |
| Q4 2024 | 3,929 | $271.8B | 2,858,973,140 | 227 | 1,261 | 1,311 | 5.0% |
| Q3 2024 | 3,484 | $238.0B | 2,839,346,917 | 229 | 1,202 | 1,241 | 3.9% |
| Q2 2024 | 3,332 | $198.8B | 2,828,162,353 | 203 | 1,314 | 1,079 | 3.1% |
| Q1 2024 | 3,221 | $184.8B | 2,953,675,498 | 207 | 2,872 | 61 | 3.4% |
| Q4 2023 | 3,112 | $159.0B | 962,107,760 | 114 | 1,022 | 1,064 | 4.6% |
| Q3 2023 | 2,947 | $159.5B | 957,364,701 | 135 | 1,113 | 926 | 4.0% |
| Q2 2023 | 2,900 | $150.2B | 913,472,636 | 137 | 1,037 | 1,007 | 4.0% |
| Q1 2023 | 2,864 | $141.2B | 910,064,955 | 164 | 1,027 | 958 | 5.3% |
| Q4 2022 | 2,825 | $134.9B | 901,492,140 | 167 | 945 | 905 | 5.2% |
| Q3 2022 | 2,617 | $118.7B | 870,289,008 | 139 | 951 | 912 | 5.0% |
| Q2 2022 | 2,622 | $111.2B | 874,115,691 | 118 | 984 | 983 | 4.4% |
| Q1 2022 | 2,745 | $137.9B | 885,232,783 | 155 | 1,025 | 971 | 4.4% |
| Q4 2021 | 2,737 | $136.7B | 886,713,035 | 121 | 1,032 | 834 | 6.2% |
| Q3 2021 | 2,491 | $128.9B | 875,104,374 | 111 | 1,005 | 768 | 5.3% |
| Q2 2021 | 2,509 | $129.1B | 865,296,253 | 145 | 1,027 | 814 | 5.5% |
| Q1 2021 | 2,493 | $120.6B | 840,313,215 | 103 | 1,110 | 809 | 5.4% |
| Q4 2020 | 2,517 | $133.6B | 859,403,718 | 121 | 1,001 | 735 | 7.1% |
| Q3 2020 | 2,303 | $126.9B | 855,335,180 | 177 | 939 | 722 | 5.8% |
| Q2 2020 | 2,190 | $105.0B | 849,871,387 | 157 | 913 | 729 | 3.0% |
| Q1 2020 | 2,132 | $100.6B | 858,616,655 | 122 | 776 | 864 | 3.0% |
| Q4 2019 | 2,150 | $108.5B | 884,045,639 | 88 | 711 | 695 | 3.0% |
| Q3 2019 | 1,979 | $106.2B | 866,047,110 | 100 | 712 | 702 | 3.2% |
| Q2 2019 | 1,942 | $100.1B | 861,639,052 | 105 | 704 | 695 | 4.6% |
| Q1 2019 | 1,935 | $86.0B | 858,662,973 | 108 | 693 | 725 | 2.5% |
| Q4 2018 | 1,927 | $85.2B | 880,643,553 | 18 | 30 | 32 | 3.6% |