Walmart Inc.
US ˙ NasdaqGS ˙ US9311421039

SecurityWMT / Walmart Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership16,122,394 shares
Latest Disclosed Value $ 2,003,600,649
Dimensional Fund Advisors Lp reports 3.33% increase in ownership of WMT / Walmart Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 16,122,394 shares of Walmart Inc. (US:WMT) valued at $2,003,691,126 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,602,359 shares of Walmart Inc.. This represents a change in shares of 3.33% during the quarter. The current value of the position is $1,884,546,635 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F WALMART COM 931142103 16,122,394 520,035 3.33 2,003,601 15.26 0.0897
2026-02-12 2025-12-31 13F WALMART COM 931142103 15,602,359 114,154 0.74 1,738,321 8.90 0.3646
2025-11-12 2025-09-30 13F WALMART COM 931142103 15,488,205 88,544 0.57 1,596,205 6.01 0.3425
2025-08-12 2025-06-30 13F WALMART COM 931142103 15,399,661 -395,519 -2.50 1,505,702 8.62 0.3486
2025-05-13 2025-03-31 13F WALMART COM 931142103 15,795,180 8,009 0.05 1,386,235 -2.82 0.3446
2025-02-13 2024-12-31 13F WALMART COM 931142103 15,787,171 -789 -0.00 1,426,414 11.90 0.3426
2024-11-07 2024-09-30 13F WALMART COM 931142103 15,787,960 -396,985 -2.45 1,274,716 16.31 0.3092
2024-08-09 2024-06-30 13F WALMART COM 931142103 16,184,945 834,005 5.43 1,095,946 18.65 0.2863
2024-05-10 2024-03-31 13F WALMART COM 931142103 15,350,940 10,237,371 200.20 923,666 14.58 0.2501
2024-02-07 2023-12-31 13F WALMART COM 931142103 5,113,569 -130,110 -2.48 806,151 -3.89 0.2354
2023-11-09 2023-09-30 13F WALMART COM 931142103 5,243,679 -701,657 -11.80 838,786 -10.22 0.2751
2023-08-09 2023-06-30 13F WALMART COM 931142103 5,945,336 -877,580 -12.86 934,321 -7.12 0.2978
2023-05-12 2023-03-31 13F WALMART COM 931142103 6,822,916 -2,243,952 -24.75 1,005,932 78,182.57 0.3388
2023-02-09 2022-12-31 13F WALMART COM 931142103 9,066,868 -1,105,544 -10.87 1,286 -99.90 0.3798
2022-11-10 2022-09-30 13F WALMART COM 931142103 10,172,412 -232,557 -2.24 1,319,529 4.31 0.5066
2022-08-12 2022-06-30 13F WALMART COM 931142103 10,404,969 -128,517 -1.22 1,265,021 -19.36 0.4538
2022-05-13 2022-03-31 13F WALMART COM 931142103 10,533,486 6,698 0.06 1,568,704 3.00 0.4832
2022-02-09 2021-12-31 13F WALMART COM 931142103 10,526,788 341,661 3.35 1,523,024 7.28 0.4605
2021-11-12 2021-09-30 13F WALMART COM 931142103 10,185,127 1,525,198 17.61 1,419,678 16.27 0.4573
2021-08-12 2021-06-30 13F WALMART COM 931142103 8,659,929 126,018 1.48 1,221,033 5.34 0.3866
2021-05-14 2021-03-31 13F WALMART COM 931142103 8,533,911 65,566 0.77 1,159,160 -5.04 0.3834
2021-03-08 2020-12-31 13F/A-2 WALMART COM 931142103 8,468,345 138,861 1.67 1,220,715 4.76 0.4408
2021-02-11 2020-12-31 13F WALMART COM 931142103 8,468,345 138,861 1,220,715 440,857.3734
2020-11-12 2020-09-30 13F WALMART COM 931142103 8,329,484 -411,272 -4.71 1,165,249 11.30 0.4941
2020-08-13 2020-06-30 13F WALMART COM 931142103 8,740,756 112,202 1.30 1,046,933 6.78 0.4602
2020-05-14 2020-03-31 13F WALMART COM 931142103 8,628,554 -269,449 -3.03 980,430 -7.29 0.5108
2020-02-14 2019-12-31 13F WALMART COM 931142103 8,898,003 -1,488,286 -14.33 1,057,467 -14.21 0.3854
2019-11-12 2019-09-30 13F WALMART COM 931142103 10,386,289 -1,273,374 -10.92 1,232,642 -4.32 0.4790
2019-08-13 2019-06-30 13F WALMART COM 931142103 11,659,663 -376,492 -3.13 1,288,268 9.74 0.5002
2019-08-12 2019-03-31 13F/A-2 WALMART COM 931142103 12,036,155 -372,551 -3.00 1,173,876 1.56 0.4675
2019-05-10 2019-03-31 13F WALMART COM 931142103 12,036,155 -372,551 1,173,876
2019-02-26 2018-12-31 13F/A-1 WALMART COM 931142103 12,408,706 -1,497,098 -10.77 1,155,842 -11.49 0.5236
2019-02-13 2018-12-31 13F WALMART COM 931142103 12,408,706 -1,497,098 1,155,842
2018-11-13 2018-09-30 13F WALMART COM 931142103 13,905,804 -355,333 -2.49 1,305,904 6.91 0.4971
2018-08-10 2018-06-30 13F WALMART COM 931142103 14,261,137 -249,661 -1.72 1,221,494 -5.39 0.4870
2018-05-11 2018-03-31 13F WALMART COM 931142103 14,510,798 -57,073 -0.39 1,291,026 -10.26 0.5381
2018-02-12 2017-12-31 13F WAL-MART STORES COM 931142103 14,567,871 -236,652 -1.60 1,438,630 24.35 0.5964
2017-11-13 2017-09-30 13F WAL-MART STORES COM 931142103 14,804,523 224,821 1.54 1,156,909 4.85 0.5056
2017-08-11 2017-06-30 13F WAL-MART STORES COM 931142103 14,579,702 580,373 4.15 1,103,426 9.36 0.5095
2017-05-12 2017-03-31 13F WAL-MART STORES COM 931142103 13,999,329 2,591,498 22.72 1,009,015 27.96 0.4822
2017-02-09 2016-12-31 13F WAL-MART STORES COM 931142103 11,407,831 2,969,581 35.19 788,532 29.60 0.3939
2016-11-10 2016-09-30 13F WAL-MART STORES COM 931142103 8,438,250 1,019,801 13.75 608,443 12.33 0.3289
2016-08-09 2016-06-30 13F WAL-MART STORES COM 931142103 7,418,449 1,449,033 24.27 541,665 32.48 0.3117
2016-05-13 2016-03-31 13F WAL-MART STORES COM 931142103 5,969,416 132,873 2.28 408,861 14.27 0.2447
2016-02-10 2015-12-31 13F WAL-MART STORES COM 931142103 5,836,543 1,654,378 39.56 357,803 31.96 0.2230
2015-11-13 2015-09-30 13F WAL-MART STORES COM 931142103 4,182,165 388,271 10.23 271,150 0.75 0.1780
2015-08-14 2015-06-30 13F WAL-MART STORES COM 931142103 3,793,894 350,272 10.17 269,129 -4.98 0.1648
2015-05-14 2015-03-31 13F WAL-MART STORES COM 931142103 3,443,622 94,870 2.83 283,232 -1.52 0.1788
2015-02-06 2014-12-31 13F WAL-MART STORES COM 931142103 3,348,752 231,856 7.44 287,618 20.67 0.1889
2014-11-13 2014-09-30 13F WAL-MART STORES COM 931142103 3,116,896 141,928 4.77 238,343 6.72 0.1689
2014-08-08 2014-06-30 13F WAL-MART STORES COM 931142103 2,974,968 278,997 10.35 223,335 8.39 0.1552
2014-05-14 2014-03-31 13F WAL-MART STORES COM 931142103 2,695,971 581,804 27.52 206,049 23.86 0.1540
2014-02-12 2013-12-31 13F WAL-MART STORES COM 931142103 2,114,167 18,858 0.90 166,362 7.35 0.1296
2013-11-13 2013-09-30 13F WAL-MART STORES COM 931142103 2,095,309 -75,910 -3.50 154,971 -4.19 0.1341
2013-08-15 2013-06-30 13F WAL-MART STORES COM 931142103 2,171,219 2,171,219 161,753 0.1523
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.