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Walmart Inc.

WMT
Exchange
Nasdaq
Industry
Retail-Variety Stores
SEC CIK
0000104169

In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 8 sales; 4,425 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.

13F holders, Q2 2025

Institutional positions in Walmart Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3,976
+149 vs. Q1 2025
Shares held
2.83B
+11.1M (+0.4%) vs. Q1 2025
Total value
$275.7B
+$28.6B (+11.6%) vs. Q1 2025
New holders
266
1,682 more added
Sold out
117
1,632 more reduced

55 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 3,976 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ2 2025: $275.7B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2025.

Institutions holding WMT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
ROSS\JOHNSON & Associates LLC6$5870.01%−35−85.4%Reduced
Kessler Investment Group, LLC6$5870.00%00.0%Unchanged
Bridge Generations Wealth Management LLC15$1.47K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd18$1.76K0.00%+18New
Insight Financial Services30$2.93K0.00%−900−96.8%Reduced
Albion Financial Group33$3.23K0.00%00.0%Unchanged
Investment Counsel Co of Nevada36$3.52K0.01%00.0%Unchanged
DecisionPoint Financial, LLC39$3.83K0.00%+39New
North Ridge Wealth Advisors, Inc.45$4.40K0.00%00.0%Unchanged
Syntax Research, Inc.50$4.89K0.00%00.0%Unchanged
Decker Retirement Planning Inc.51$4.99K0.00%+51New
Friedenthal Financial59$5.82K0.00%+59New
HFM Investment Advisors, LLC62$6.06K0.00%+37+148.0%Added
Ryan Investment Management, Inc.63$6.16K0.00%+63New
Moser Wealth Advisors, LLC65$6.36K0.00%00.0%Unchanged
Redwood Park Advisors LLC66$6.47K0.00%00.0%Unchanged
Fiduciary Advisors, Inc.72$7.04K0.01%−80−52.6%Reduced
Evergreen Private Wealth LLC73$7.18K0.00%+66+942.9%Added
PayPay Securities Corp77$7.53K0.37%−40−34.2%Reduced
Catherine Avery Investment Management LLC82$8.02K0.01%00.0%Unchanged
Cornerstone National Bank & Trust Co84$8.21K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC87$8.51K0.00%00.0%Unchanged
Bellevue Asset Management, LLC87$8.55K0.00%00.0%Unchanged
Fairway Wealth LLC93$9.09K0.00%00.0%Unchanged
Berbice Capital Management LLC100$9.78K0.01%00.0%Unchanged
Aventus Investment Advisors, Inc.100$9.78K0.01%+100New
Roble, Belko & Company, Inc103$10.0K0.00%−51−33.1%Reduced
Wells Financial Advisors INC119$11.6K0.02%+1+0.8%Added
Goodman Advisory Group, LLC120$11.7K0.00%+120New
First Pacific Financial138$13.5K0.00%00.0%Unchanged
Westend Capital Management, LLC140$13.7K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.147$14.3K0.01%+28+23.5%Added
Bay Harbor Wealth Management, LLC151$14.8K0.00%+68+81.9%Added
Innovative Advisory Group, LLC161$15.7K0.01%+1+0.6%Added
Family Legacy Financial Solutions, LLC162$15.8K0.01%+162New
Bear Mountain Capital, Inc.171$16.2K0.01%−166−49.3%Reduced
Eukles Asset Management180$17.6K0.01%+180New
Comprehensive Financial Planning, Inc.181$17.7K0.01%+1+0.6%Added
Barrett & Company, Inc.204$19.9K0.01%00.0%Unchanged
Capital A Wealth Management, LLC135$21.3K0.24%−1,819−93.1%Reduced
Quarry LP218$21.3K0.00%+218New
WFA of San Diego, LLC222$21.7K0.02%+222New
Lummis Asset Management, LP234$22.9K0.01%00.0%Unchanged
Keystone Financial Group, Inc.242$23.0K0.01%00.0%Unchanged
Horizon Bancorp Inc247$24.0K0.01%−372−60.1%Reduced
Manitou Investment Management Ltd.255$24.9K0.00%00.0%Unchanged
POM Investment Strategies, LLC256$25.0K0.02%−123−32.5%Reduced
Access Investment Management LLC261$25.5K0.01%+261New
Morse Asset Management, Inc279$27.2K0.01%+84+43.1%Added
Copia Wealth Management281$27.5K0.02%+95+51.1%Added
Redmont Wealth Advisors LLC288$28.2K0.04%+288New
Transamerica Financial Advisors, Inc.300$29.2K0.00%−31−9.4%Reduced
Pingora Partners LLC300$29.3K0.02%00.0%Unchanged
Glass Jacobson Investment Advisors llc310$30.3K0.01%−7,339−95.9%Reduced
Horizon Financial Services, LLC310$30.3K0.02%+11+3.7%Added
PFS Partners, LLC320$31.3K0.02%+233+267.8%Added
Ridgewood Investments LLC323$31.6K0.01%+115+55.3%Added
PMV Capital Advisers, LLC333$32.6K0.07%+33+11.0%Added
WealthTrak Capital Management LLC333$32.6K0.03%+102+44.2%Added
Clal Insurance Enterprises Holdings Ltd337$33.0K0.00%−25−6.9%Reduced
Chesapeake Asset Management LLC341$33.3K0.03%−117−25.5%Reduced
Capula Management Ltd345$33.7K0.00%−5,793−94.4%Reduced
Battery Global Advisors, LLC357$34.9K0.02%00.0%Unchanged
Matrix Trust Co400$39.0K0.01%+67+20.1%Added
Northwest Capital Management Inc403$39.4K0.02%−38−8.6%Reduced
Eq Wealth Advisors, LLC404$39.5K0.03%00.0%Unchanged
Hoese & Co LLP405$39.6K0.03%00.0%Unchanged
Lipe & Dalton410$40.0K0.02%00.0%Unchanged
Vestor Capital, LLC500$44.0K0.00%−1,172−70.1%Reduced
Islay Capital Management, LLC450$44.0K0.03%00.0%Unchanged
Livelsberger Financial Advisory450$44.0K0.85%+450New
Hara Capital LLC456$44.6K0.03%00.0%Unchanged
Harbor Asset Planning, Inc.468$45.8K0.04%+468New
Team Financial Group, LLC482$47.1K0.02%+482New
Quaker Wealth Management, LLC486$47.5K0.02%+486New
Legacy Wealth Managment, LLC505$49.4K0.03%−300−37.3%Reduced
Legacy Investment Solutions, LLC505$49.4K0.03%+505New
Clark Wealth Partners508$49.6K0.03%+1+0.2%Added
University of Illinois Foundation513$50.2K0.02%+513New
Longview Financial Advisors LLC519$50.7K0.03%00.0%Unchanged
ZRC Wealth Management, LLC525$51.3K0.02%00.0%Unchanged
MorganRosel Wealth Management, LLC541$52.9K0.01%+478+758.7%Added
Mascoma Wealth Management LLC545$53.3K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC549$53.7K0.02%−120−17.9%Reduced
Evelyn Partners Asset Management Ltd564$55.1K0.01%00.0%Unchanged
Financial Avengers, Inc.566$55.3K0.03%+3+0.5%Added
TruNorth Capital Management, LLC569$55.6K0.01%−1,843−76.4%Reduced
Ulland Investment Advisors, LLC585$57.0K0.04%00.0%Unchanged
Investment Management Corp594$58.1K0.05%−34−5.4%Reduced
Chapman Financial Group, LLC600$58.7K0.05%+600New
Finley Financial, LLC609$59.5K0.03%00.0%Unchanged
Kozak & Associates, Inc.622$60.2K0.01%−111−15.1%Reduced
LFA - Lugano Financial Advisors SA636$62.2K0.04%+636New
Christopher J. Hasenberg, Inc647$63.3K0.02%00.0%Unchanged
JDM Financial Group LLC657$64.3K0.03%00.0%Unchanged
Signature Resources Capital Management, LLC675$66.0K0.04%+27+4.2%Added
Retirement Wealth Solutions LLC677$66.2K0.05%+1+0.1%Added
IAG Wealth Partners, LLC712$69.6K0.01%00.0%Unchanged
Atlantic Private Wealth, LLC716$70.0K0.05%+45+6.7%Added
Tortoise Investment Management, LLC744$72.7K0.01%+415+126.1%Added