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 |
|---|---|---|---|---|---|
| Topsail Wealth Management, LLC | 5,319 | $520.1K | 0.10% | −1,177−18.1% | Reduced |
| Warburton Capital Management, LLC | 5,304 | $521.0K | 0.31% | +488+10.1% | Added |
| Longview Financial Advisors, Inc. | 5,342 | $522.3K | 0.44% | +2,857+115.0% | Added |
| Barnes Wealth Management Group, Inc | 5,346 | $522.7K | 0.31% | +64+1.2% | Added |
| OneAscent Investment Solutions LLC | 5,362 | $524.0K | 0.56% | −1,351−20.1% | Reduced |
| Planning Directions Inc | 5,376 | $525.7K | 0.30% | −6,018−52.8% | Reduced |
| Garde Capital, Inc. | 5,384 | $526.5K | 0.03% | +10.0% | Added |
| Consilio Wealth Advisors, LLC | 5,419 | $527.1K | 0.19% | +655+13.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 5,328 | $529.3K | 0.10% | −90−1.7% | Reduced |
| Planned Solutions, Inc. | 5,427 | $530.7K | 0.20% | +5+0.1% | Added |
| Avion Wealth | 5,446 | $532.0K | 0.12% | −1,023−15.8% | Reduced |
| Gladius Capital Management LP | 5,446 | $532.5K | 0.83% | −10,034−64.8% | Reduced |
| Meriwether Wealth & Planning, LLC | 5,448 | $532.7K | 0.33% | −10.0% | Reduced |
| Enterprise Bank & Trust Co | 5,455 | $533.4K | 0.20% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 5,460 | $533.9K | 0.10% | +225+4.3% | Added |
| Strategic Planning, Inc. | 5,462 | $534.1K | 0.32% | +28+0.5% | Added |
| Murphy & Mullick Capital Management Corp | 5,454 | $534.1K | 0.43% | +351+6.9% | Added |
| Channel Wealth LLC | 5,472 | $535.1K | 0.15% | 00.0% | Unchanged |
| Shotwell Rutter Baer Inc | 5,449 | $536.0K | 0.36% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 5,478 | $536.0K | 0.25% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,494 | $537.2K | 0.17% | −364−6.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 5,498 | $537.6K | 0.04% | +600+12.2% | Added |
| Goepper Burkhardt LLC | 5,501 | $537.9K | 0.20% | +267+5.1% | Added |
| West Wealth Group, LLC | 5,235 | $541.1K | 0.13% | +6+0.1% | Added |
| Barnes Dennig Private Wealth Management LLC | 5,535 | $541.2K | 0.65% | +108+2.0% | Added |
| Lockerman Financial Group, Inc. | 5,542 | $541.9K | 0.73% | −63−1.1% | Reduced |
| Bay Capital Advisors, LLC | 5,547 | $542.4K | 0.41% | +8+0.1% | Added |
| Collective Family Office LLC | 5,553 | $543.0K | 0.14% | +220+4.1% | Added |
| Investment Advisory Group, LLC | 5,557 | $543.4K | 0.16% | +954+20.7% | Added |
| Investment Partners Asset Management, Inc. | 5,564 | $544.1K | 0.38% | +503+9.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,569 | $544.5K | 0.05% | +259+4.9% | Added |
| Sicart Associates LLC | 5,573 | $544.9K | 0.19% | +5,573 | New |
| Heritage Family Offices, LLP | 6,405 | $545.4K | 0.28% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 5,599 | $547.0K | 0.26% | −3,025−35.1% | Reduced |
| Wood Tarver Financial Group, LLC | 5,597 | $547.0K | 0.16% | −598−9.7% | Reduced |
| Johnson & White Wealth Management, LLC | 5,592 | $547.0K | 0.28% | +18+0.3% | Added |
| Hemington Wealth Management | 5,596 | $547.0K | 0.08% | +173+3.2% | Added |
| Retirement Planning Group, LLC | 5,596 | $547.2K | 0.48% | +10.0% | Added |
| Flywheel Private Wealth LLC | 5,597 | $547.2K | 0.44% | −1,122−16.7% | Reduced |
| Centurion Wealth Management LLC | 5,609 | $548.5K | 0.16% | +527+10.4% | Added |
| Capital Advantage, Inc. | 5,619 | $549.4K | 0.09% | −368−6.1% | Reduced |
| Berkeley Capital Partners, LLC | 5,624 | $549.9K | 0.14% | −1,093−16.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 5,633 | $550.8K | 0.10% | +29+0.5% | Added |
| Sylvest Advisors, LLC | 5,634 | $550.9K | 0.32% | +601+11.9% | Added |
| Koss-Olinger Consulting, LLC | 5,634 | $550.9K | 0.05% | −310−5.2% | Reduced |
| Symphony Financial Services, Inc. | 5,640 | $551.5K | 0.33% | +3+0.1% | Added |
| Custom Index Systems, LLC | 5,641 | $551.6K | 0.26% | −398−6.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 5,641 | $551.6K | 0.18% | +1,200+27.0% | Added |
| Legacy Advisory Services, LLC | 5,648 | $552.3K | 0.44% | −10.0% | Reduced |
| Sage Capital Management, LLC | 5,674 | $554.8K | 0.27% | +7+0.1% | Added |
| Aspen Grove Capital, LLC | 5,688 | $556.2K | 0.09% | +2,579+83.0% | Added |
| Evolution Wealth Advisors, LLC | 5,693 | $556.7K | 0.08% | +38+0.7% | Added |
| Tealwood Asset Management Inc | 5,700 | $557.0K | 0.25% | −54−0.9% | Reduced |
| Baldwin Brothers Inc | 5,705 | $557.8K | 0.04% | −57−1.0% | Reduced |
| Founders Capital Management | 5,709 | $558.2K | 0.33% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 5,710 | $558.3K | 0.12% | −33−0.6% | Reduced |
| Kane Investment Management, Inc. | 5,726 | $559.9K | 0.29% | +418+7.9% | Added |
| Family Wealth Group, LLC | 5,727 | $560.0K | 0.43% | +5,727 | New |
| Mokosak Advisory Group, LLC | 5,729 | $560.1K | 0.16% | +27+0.5% | Added |
| Stephens Consulting, LLC | 5,734 | $560.7K | 0.13% | +76+1.3% | Added |
| Prosperity Wealth Management, Inc. | 5,737 | $560.9K | 0.21% | −9−0.2% | Reduced |
| Access Financial Services, Inc. | 5,741 | $561.4K | 0.21% | +13+0.2% | Added |
| Commons Capital, LLC | 5,751 | $562.3K | 0.43% | +23+0.4% | Added |
| Blueshift Asset Management, LLC | 5,754 | $562.6K | 0.17% | +5,754 | New |
| Private Capital Management, LLC | 5,756 | $562.8K | 0.06% | −16−0.3% | Reduced |
| Ironsides Asset Advisors, LLC | 5,760 | $563.2K | 0.16% | +5,760 | New |
| Sentinel Trust Co Lba | 5,772 | $564.0K | 0.06% | +25+0.4% | Added |
| Montz Harcus Wealth Management LLC | 5,775 | $564.7K | 0.27% | +71+1.2% | Added |
| Evermay Wealth Management LLC | 5,775 | $564.7K | 0.07% | −560−8.8% | Reduced |
| Michels Family Financial, LLC | 5,777 | $564.9K | 0.48% | −128−2.2% | Reduced |
| Pettinga Financial Advisors, LLC | 5,780 | $565.2K | 0.12% | −74−1.3% | Reduced |
| McRae Capital Management Inc | 5,792 | $566.3K | 0.12% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 5,810 | $568.2K | 0.34% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 5,812 | $568.3K | 0.39% | +40+0.7% | Added |
| Watershed Private Wealth LLC | 5,814 | $568.5K | 0.21% | 00.0% | Unchanged |
| Dohj, LLC | 5,995 | $569.3K | 0.17% | +5,995 | New |
| Wiser Wealth Management, Inc | 5,864 | $573.4K | 0.14% | +2,533+76.0% | Added |
| Curtis Advisory Group, LLC | 5,864 | $573.4K | 0.14% | +5,864 | New |
| ORG Partners LLC | 5,836 | $573.4K | 0.12% | −466−7.4% | Reduced |
| Aviso Wealth Management | 5,870 | $573.9K | 0.27% | +429+7.9% | Added |
| American Institute for Advanced Investment Management, LLP | 5,885 | $575.4K | 0.41% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 5,887 | $575.7K | 0.32% | +20.0% | Added |
| Circle Wealth Management, LLC | 5,888 | $575.7K | 0.01% | +35+0.6% | Added |
| SilverOak Wealth Management LLC | 5,898 | $576.7K | 0.11% | +540+10.1% | Added |
| Retirement Investment Advisors, Inc. | 5,916 | $578.5K | 0.05% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 5,949 | $581.6K | 0.35% | +179+3.1% | Added |
| Carmel Capital Partners, LLC | 5,973 | $584.0K | 0.20% | −89−1.5% | Reduced |
| Sentinus, LLC | 5,974 | $584.2K | 0.14% | +883+17.3% | Added |
| Wedgewood Investors Inc | 5,979 | $584.6K | 0.67% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 5,979 | $584.6K | 0.19% | +136+2.3% | Added |
| Souders Financial Advisors | 5,992 | $585.9K | 0.07% | −262−4.2% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 83,694 | $586.2K | 0.30% | −310.0% | Reduced |
| Eight 31 Financial LLC | 6,000 | $586.7K | 0.39% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 6,001 | $586.8K | 0.18% | −5−0.1% | Reduced |
| Atticus Wealth Management, LLC | 6,002 | $586.9K | 0.16% | +2,057+52.1% | Added |
| Hibernia Wealth Partners, LLC | 6,011 | $587.9K | 0.21% | +6,011 | New |
| Planning Center, Inc. | 6,018 | $588.4K | 0.07% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 6,034 | $590.0K | 0.09% | +174+3.0% | Added |
| Novak & Powell Financial Services, Inc. | 6,046 | $591.1K | 0.41% | +16+0.3% | Added |
| Redwood Wealth Management Group, LLC | 6,047 | $591.3K | 0.27% | +35+0.6% | Added |