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 7 sales; 4,426 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WJ Interests, LLC | 4,800 | $469.3K | 0.20% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 4,800 | $469.3K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 4,804 | $469.7K | 0.07% | +99+2.1% | Added |
| M.E. Allison & Co., Inc. | 4,807 | $470.0K | 0.38% | −999−17.2% | Reduced |
| GSG Advisors LLC | 4,821 | $471.4K | 0.14% | +195+4.2% | Added |
| Fermata Advisors, LLC | 4,827 | $472.0K | 0.13% | −9,364−66.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,829 | $472.0K | 0.01% | −221−4.4% | Reduced |
| Capstone Wealth Management, LLC | 4,829 | $472.2K | 0.41% | +829+20.7% | Added |
| Verisail Partners, LLC | 4,836 | $472.9K | 0.20% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 4,845 | $473.7K | 0.25% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,845 | $473.7K | 0.13% | +115+2.4% | Added |
| Shay Capital LLC | 4,850 | $474.2K | 0.11% | −150−3.0% | Reduced |
| Golden Road Advisors LLC | 4,850 | $474.2K | 0.32% | +4,850 | New |
| Unique Wealth, LLC | 4,851 | $474.3K | 0.08% | +52+1.1% | Added |
| Curran Financial Partners, LLC | 4,857 | $474.9K | 0.10% | +353+7.8% | Added |
| GSB Wealth Management, LLC | 4,860 | $475.2K | 0.12% | +214+4.6% | Added |
| Magnetar Financial LLC | 4,873 | $476.5K | 0.00% | +4,873 | New |
| Sherbrooke Park Advisers LLC | 4,881 | $477.3K | 0.21% | +996+25.6% | Added |
| Campion Asset Management LLC | 4,912 | $480.3K | 0.36% | −30−0.6% | Reduced |
| Legacy Edge Advisors, LLC | 4,913 | $480.4K | 0.06% | +650+15.2% | Added |
| Sendero Wealth Management, LLC | 4,926 | $481.7K | 0.06% | +11+0.2% | Added |
| One Wealth Advisors, LLC | 4,935 | $482.5K | 0.07% | −26−0.5% | Reduced |
| Gordian Advisors LLC | 4,937 | $482.8K | 0.35% | +56+1.1% | Added |
| Optivise Advisory Services LLC | 4,939 | $482.9K | 0.25% | +341+7.4% | Added |
| Alliance Wealth Advisors, LLC | 4,945 | $483.5K | 0.26% | +219+4.6% | Added |
| Alpha Zero LLC | 4,957 | $484.7K | 0.32% | +261+5.6% | Added |
| Abel Hall, LLC | 4,972 | $486.2K | 0.22% | +357+7.7% | Added |
| Keynote Financial Services LLC | 4,977 | $486.7K | 0.33% | −720−12.6% | Reduced |
| Qsemble Capital Management, LP | 4,985 | $487.4K | 0.05% | −37,196−88.2% | Reduced |
| Barlow Wealth Partners, Inc. | 4,995 | $487.6K | 0.06% | +97+2.0% | Added |
| Aletheian Wealth Advisors LLC | 4,995 | $488.4K | 0.24% | −249−4.7% | Reduced |
| Ballew Advisors, Inc | 4,966 | $488.5K | 0.29% | +12+0.2% | Added |
| Basepoint Wealth LLC | 4,998 | $488.7K | 0.38% | +7+0.1% | Added |
| Shellback Capital, LP | 5,000 | $488.9K | 0.03% | −103,000−95.4% | Reduced |
| Merrion Investment Management Co, LLC | 5,000 | $488.9K | 0.32% | 00.0% | Unchanged |
| RNC Capital Management LLC | 5,002 | $489.1K | 0.02% | −854−14.6% | Reduced |
| Treasure Coast Financial Planning | 5,016 | $490.5K | 0.29% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 5,023 | $491.1K | 0.42% | +5,023 | New |
| Renaissance Investment Group LLC | 5,025 | $491.3K | 0.11% | 00.0% | Unchanged |
| QVR LLC | 5,026 | $491.4K | 0.50% | +5,026 | New |
| Stegent Equity Advisors, Inc. | 5,027 | $491.6K | 0.44% | +5,027 | New |
| Trust Co of Kansas | 5,034 | $492.0K | 0.23% | +300+6.3% | Added |
| Pacitti Group Inc. | 5,040 | $492.8K | 0.21% | +10+0.2% | Added |
| BancFirst Trust & Investment Management | 5,076 | $493.7K | 0.23% | −727−12.5% | Reduced |
| Elevatus Welath Management | 5,060 | $494.7K | 0.16% | −12,967−71.9% | Reduced |
| Howe & Rusling Inc | 5,061 | $494.9K | 0.04% | −775−13.3% | Reduced |
| Liberty Square Wealth Partners LLC | 5,062 | $495.0K | 0.17% | −5,173−50.5% | Reduced |
| Hohimer Wealth Management, LLC | 5,062 | $495.0K | 0.09% | −1,023−16.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,064 | $495.2K | 0.03% | +82+1.6% | Added |
| Affinity Capital Advisors, LLC | 5,066 | $495.3K | 0.09% | +301+6.3% | Added |
| Bullseye Investment Management, LLC | 5,646 | $495.7K | 0.30% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 5,255 | $496.1K | 0.17% | +677+14.8% | Added |
| Bristlecone Advisors, LLC | 5,074 | $496.2K | 0.04% | −3,036−37.4% | Reduced |
| Burns J W & Co Inc | 5,075 | $496.2K | 0.06% | −31−0.6% | Reduced |
| Southland Equity Partners LLC | 5,091 | $497.8K | 0.11% | +251+5.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,092 | $497.9K | 0.02% | +505+11.0% | Added |
| Nelson Capital Management, LLC | 5,093 | $498.0K | 0.07% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 5,093 | $498.0K | 0.18% | +55+1.1% | Added |
| Eagle Strategies LLC | 5,098 | $498.5K | 0.08% | −315−5.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,102 | $498.9K | 0.15% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 5,111 | $499.8K | 0.11% | −20−0.4% | Reduced |
| AdviceOne Advisory Services, LLC | 5,113 | $499.9K | 0.37% | −1,970−27.8% | Reduced |
| OneAscent Wealth Management LLC | 5,113 | $500.0K | 0.18% | −2,151−29.6% | Reduced |
| Horst & Graben Wealth Management LLC | 5,115 | $500.1K | 0.08% | −10.0% | Reduced |
| Birchcreek Wealth Management, LLC | 5,119 | $500.6K | 0.28% | −20−0.4% | Reduced |
| TRUE Private Wealth Advisors | 5,124 | $501.0K | 0.06% | +305+6.3% | Added |
| Wealthstream Advisors, Inc. | 5,124 | $501.0K | 0.08% | +1,456+39.7% | Added |
| Rollins Financial Advisors, LLC | 5,125 | $501.2K | 0.08% | −2,193−30.0% | Reduced |
| PSI Advisors, LLC | 5,127 | $501.3K | 0.25% | +177+3.6% | Added |
| Clear Street Markets LLC | 5,139 | $502.5K | 0.18% | +5,139 | New |
| Western Pacific Wealth Management, LP | 5,142 | $502.8K | 0.48% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 5,151 | $503.6K | 0.04% | −65−1.2% | Reduced |
| Intrepid Financial Planning Group LLC | 5,151 | $503.7K | 0.21% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,156 | $504.2K | 0.02% | −150−2.8% | Reduced |
| Wheelhouse Advisory Group LLC | 5,156 | $504.2K | 0.25% | +216+4.4% | Added |
| Hiley Hunt Wealth Management | 5,076 | $504.3K | 0.25% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 5,169 | $505.4K | 0.25% | +3+0.1% | Added |
| Northeast Financial Consultants Inc | 5,171 | $505.6K | 0.02% | +90+1.8% | Added |
| Whelan Financial | 5,176 | $506.1K | 0.18% | +69+1.4% | Added |
| Echo45 Advisors LLC | 5,184 | $506.9K | 0.32% | +212+4.3% | Added |
| Curio Wealth, LLC | 5,191 | $507.6K | 0.22% | +5,187+129,675.0% | Added |
| Fidelity D & D Bancorp Inc | 5,193 | $507.8K | 0.31% | −1,050−16.8% | Reduced |
| Centennial Wealth Advisory LLC | 5,185 | $508.2K | 0.16% | +2,242+76.2% | Added |
| Motive Wealth Advisors | 5,207 | $509.1K | 0.23% | +653+14.3% | Added |
| Tillman Hartley LLC | 5,207 | $509.2K | 0.14% | +250+5.0% | Added |
| Hoxton Planning & Management, LLC | 5,213 | $509.7K | 0.18% | +297+6.0% | Added |
| Finward Bancorp | 5,250 | $513.3K | 0.41% | +576+12.3% | Added |
| MBA Advisors LLC | 5,252 | $513.5K | 0.24% | −93−1.7% | Reduced |
| Schrum Private Wealth Management LLC | 5,256 | $514.0K | 0.41% | −361−6.4% | Reduced |
| Redwood Financial Network Corp | 5,256 | $514.0K | 0.35% | +392+8.1% | Added |
| Hardin Capital Partners, LLC | 5,235 | $514.3K | 0.30% | −192−3.5% | Reduced |
| Sawyer & Company, Inc | 4,541 | $514.3K | 0.18% | −165−3.5% | Reduced |
| McDaniel Terry & Co | 5,262 | $514.5K | 0.04% | −230−4.2% | Reduced |
| Kiker Wealth Management, LLC | 5,264 | $514.7K | 0.29% | +4,621+718.7% | Added |
| Bright Financial Advisors, Inc. | 5,268 | $515.1K | 0.29% | 00.0% | Unchanged |
| Scott Marsh Financial, LLC | 5,290 | $517.3K | 0.19% | +5,290 | New |
| MinichMacGregor Wealth Management, LLC | 5,258 | $517.7K | 0.11% | −3,528−40.2% | Reduced |
| Apriem Advisors | 5,306 | $518.8K | 0.06% | +1,488+39.0% | Added |
| First County Bank | 5,317 | $519.9K | 0.28% | −444−7.7% | Reduced |
| Inman Jager Wealth Management, LLC | 5,317 | $519.9K | 0.35% | 00.0% | Unchanged |