Walmart (WMT) Held by Superinvestors
WALMART INC (WMT) is currently held by 11 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $1.24B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bill & Melinda Gates Foundation Trust is currently the largest disclosed institutional shareholder of WMT tracked by InsiderSet, reporting ownership valued at approximately $950.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $899.46M, representing an estimated loss of -5.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed WMT value among the investors covered in this analysis. Major shareholders include Bill & Melinda Gates Foundation Trust, Sequoia Financial Advisors, Parnassus Endeavor Fund, and several other long-term asset managers with concentrated positions in WALMART INC (WMT).
This page ranks the largest institutional WMT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bill & Melinda Gates Foundation Trust | Bill Gates | 2.76% | 8,390,477 | $950,305,425 | $899,459,134 | -$50,846,291 | -5.35% |
| Sequoia Financial Advisors | 0.48% | 847,495 | $95,987,294 | $90,851,464 | -$5,135,830 | -5.35% | |
| Parnassus Endeavor Fund | Parnassus Investments | 0.21% | 704,428 | $79,783,515 | $75,514,682 | -$4,268,833 | -5.35% |
| Renaissance Technologies LLC | Jim Simons | 0.06% | 410,525 | $46,495,871 | $44,008,280 | -$2,487,591 | -5.35% |
| Cullen Value Fund | Jim Cullen | 3.82% | 278,912 | $31,590,943 | $29,899,366 | -$1,691,577 | -5.35% |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.01% | 172,435 | $19,529,988 | $18,485,032 | -$1,044,956 | -5.35% |
| Joho Capital | Robert Karr | 2.25% | 91,650 | $10,380,279 | $9,824,880 | -$555,399 | -5.35% |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.02% | 15,800 | $1,789,508 | $1,693,760 | -$95,748 | -5.35% |
| Gardner Russo & Quinn | Thomas Russo | 0.01% | 8,465 | $958,746 | $907,448 | -$51,298 | -5.35% |
| Eagle Capital Management | Ravenel Boykin Curry IV | 0.16% | 4,167 | $472,000 | $446,702 | -$25,298 | -5.36% |
| Matrix Advisors Value Fund | David Katz | 0.03% | 3,191 | $361,419 | $342,075 | -$19,344 | -5.35% |
Frequently asked questions about WMT
Who are the largest superinvestors holding WMT?
The largest superinvestors holding WMT in the latest SEC Form 13F filings include Bill & Melinda Gates Foundation Trust, Sequoia Financial Advisors, Parnassus Endeavor Fund, Renaissance Technologies LLC, and Cullen Value Fund. InsiderSet ranks these superinvestors by their latest reported WMT position.
What does the WMT superinvestors page include?
This page tracks WMT positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. WALMART INC (WMT) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold WMT?
InsiderSet currently tracks 11 superinvestors reporting WMT holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own WMT.
How much WMT stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $1.24B in WMT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were WMT superinvestor holdings last updated?
The latest WMT superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor WMT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its WMT position after the reporting date.
Are superinvestors buying or selling WMT?
Buying and selling can be analyzed by comparing WMT positions across consecutive 13F reporting periods. InsiderSet's WMT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WMT ownership changes.
How have superinvestor WMT holdings changed over time?
InsiderSet tracks WMT holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.