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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 6,047 | $591.3K | 0.22% | +453+8.1% | Added |
| Encompass More Asset Management | 6,049 | $591.4K | 0.14% | +130+2.2% | Added |
| J Hagan Capital, Inc. | 6,192 | $592.4K | 0.40% | +1,498+31.9% | Added |
| Magnolia Capital Management Ltd | 6,060 | $593.0K | 0.47% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,065 | $593.0K | 0.45% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 6,066 | $593.1K | 0.06% | +2,393+65.2% | Added |
| Brown, Lisle/Cummings, Inc. | 6,070 | $593.5K | 0.16% | −1,000−14.1% | Reduced |
| Willow Creek Wealth Management Inc. | 6,073 | $593.8K | 0.05% | +78+1.3% | Added |
| M. Kraus & Co | 6,084 | $594.9K | 0.17% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 6,102 | $596.7K | 0.36% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 6,106 | $597.0K | 0.12% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 6,116 | $598.0K | 0.08% | +3,356+121.6% | Added |
| Gibson Capital, LLC | 6,119 | $598.3K | 0.12% | −1,686−21.6% | Reduced |
| Main Street Group, LTD | 6,120 | $598.4K | 0.19% | +3,839+168.3% | Added |
| Centerpoint Advisory Group | 6,121 | $598.5K | 0.52% | +560+10.1% | Added |
| Petros Family Wealth, LLC | 6,127 | $599.1K | 0.55% | −36−0.6% | Reduced |
| Marex Group plc | 6,133 | $599.7K | 0.01% | −2,066−25.2% | Reduced |
| Keystone Wealth Services, LLC | 6,136 | $600.0K | 0.14% | +33+0.5% | Added |
| Inspirion Wealth Advisors, LLC | 6,139 | $600.3K | 0.08% | −39−0.6% | Reduced |
| ForthRight Wealth Management, LLC | 6,143 | $600.6K | 0.19% | +24+0.4% | Added |
| Wellspring Financial Advisors, LLC | 6,147 | $601.0K | 0.06% | +492+8.7% | Added |
| CAP Partners, LLC | 6,149 | $601.2K | 0.38% | +48+0.8% | Added |
| Crux Wealth Advisors | 6,151 | $601.4K | 0.26% | −6,526−51.5% | Reduced |
| Sittner & Nelson, LLC | 6,167 | $603.0K | 0.24% | +30.0% | Added |
| Poehling Capital Management, LLC | 6,177 | $604.0K | 0.14% | +316+5.4% | Added |
| Pineridge Advisors LLC | 6,182 | $604.5K | 0.22% | +30+0.5% | Added |
| Goldstone Financial Group, LLC | 6,150 | $604.9K | 0.08% | +443+7.8% | Added |
| Copley Financial Group, Inc. | 6,208 | $607.0K | 0.45% | −435−6.5% | Reduced |
| Samalin Investment Counsel, LLC | 6,212 | $607.5K | 0.23% | −2,574−29.3% | Reduced |
| Blossom Wealth Management | 6,214 | $607.6K | 1.08% | +10+0.2% | Added |
| Global X Japan Co., Ltd. | 6,215 | $607.7K | 0.06% | −174−2.7% | Reduced |
| Shoker Investment Counsel, Inc. | 6,223 | $608.5K | 0.19% | +10+0.2% | Added |
| Palumbo Wealth Management LLC | 6,224 | $608.6K | 0.19% | +497+8.7% | Added |
| Partners in Financial Planning | 6,231 | $609.3K | 0.11% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 6,243 | $610.4K | 0.15% | −191−3.0% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 6,256 | $611.7K | 0.48% | −329−5.0% | Reduced |
| Schmidt P J Investment Management Inc | 6,277 | $613.8K | 0.11% | +162+2.6% | Added |
| Warren Street Wealth Advisors, LLC | 6,283 | $614.4K | 0.20% | +595+10.5% | Added |
| German American Bancorp, Inc. | 6,284 | $614.4K | 0.06% | +433+7.4% | Added |
| AGH Wealth Advisors, LLC | 6,302 | $616.2K | 0.51% | +25+0.4% | Added |
| Cottonwood Capital Advisors, LLC | 6,307 | $616.7K | 0.41% | +74+1.2% | Added |
| Montis Financial, LLC | 6,319 | $617.8K | 0.17% | +20.0% | Added |
| Transce3nd, LLC | 6,325 | $618.4K | 0.26% | +39+0.6% | Added |
| Triasima Portfolio Management inc. | 6,345 | $620.4K | 0.11% | −100−1.6% | Reduced |
| Clearview Wealth Advisors LLC | 6,359 | $621.7K | 0.43% | +7+0.1% | Added |
| Friday Financial | 6,359 | $621.8K | 0.32% | +366+6.1% | Added |
| Liberty Wealth Management LLC | 6,361 | $621.9K | 0.10% | +9+0.1% | Added |
| Thrive Wealth Management, LLC | 6,363 | $622.2K | 0.10% | +304+5.0% | Added |
| Armstrong Henry H Associates Inc | 6,364 | $622.3K | 0.06% | 00.0% | Unchanged |
| Advisor Resource Council | 6,365 | $622.4K | 0.31% | −25,549−80.1% | Reduced |
| Michael S. Ryan, Inc. | 6,396 | $625.4K | 0.40% | +166+2.7% | Added |
| Sirios Capital Management L P | 6,397 | $625.5K | 0.09% | +20.0% | Added |
| Apexium Financial, LP | 6,400 | $625.8K | 0.03% | +235+3.8% | Added |
| Beta Wealth Group, Inc. | 6,410 | $626.8K | 0.23% | −98−1.5% | Reduced |
| Centerpoint Advisors, LLC | 6,417 | $627.0K | 0.21% | +39+0.6% | Added |
| Significant Wealth Partners LLC | 6,417 | $627.5K | 0.31% | −940−12.8% | Reduced |
| Greenberg Financial Group | 5,545 | $628.0K | 0.24% | +214+4.0% | Added |
| Lodestone Wealth Management LLC | 6,437 | $629.4K | 0.31% | −260−3.9% | Reduced |
| Summitry LLC | 6,467 | $632.3K | 0.03% | +782+13.8% | Added |
| Partners Wealth Management, LLC | 7,124 | $632.8K | 0.72% | 00.0% | Unchanged |
| waypoint wealth counsel | 6,489 | $634.5K | 0.31% | +930+16.7% | Added |
| Ellsworth Advisors, LLC | 6,490 | $634.6K | 0.15% | +962+17.4% | Added |
| Parvin Asset Management, LLC | 6,491 | $634.7K | 0.65% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 6,491 | $635.0K | 0.16% | +2,607+67.1% | Added |
| M3 Advisory Group, LLC | 6,499 | $635.4K | 0.44% | −356−5.2% | Reduced |
| Outlook Wealth Advisors, LLC | 6,509 | $636.5K | 0.16% | −81−1.2% | Reduced |
| Vision Financial Markets LLC | 6,514 | $636.9K | 0.60% | +10.0% | Added |
| PAX Financial Group, LLC | 6,519 | $637.4K | 0.12% | −1,760−21.3% | Reduced |
| Allen Wealth Management, LLC | 6,519 | $637.4K | 0.45% | −258−3.8% | Reduced |
| Paragon Private Wealth Management, LLC | 6,523 | $637.9K | 0.25% | +890+15.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 6,515 | $638.0K | 0.26% | +20.0% | Added |
| Kraft, Davis & Associates, LLC | 6,544 | $638.8K | 0.18% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 6,535 | $639.0K | 0.03% | +57+0.9% | Added |
| Live Oak Investment Partners | 6,542 | $639.7K | 0.49% | +41+0.6% | Added |
| Widmann Financial Services, Inc. | 6,554 | $640.9K | 0.45% | +47+0.7% | Added |
| Meredith Wealth Planning | 6,557 | $641.1K | 0.23% | +3,929+149.5% | Added |
| Birmingham Capital Management Co Inc | 6,560 | $641.5K | 0.28% | −15,700−70.5% | Reduced |
| LifeWealth Investments, LLC | 6,563 | $641.7K | 0.11% | +6,563 | New |
| Hazlett, Burt & Watson, Inc. | 6,561 | $642.0K | 0.26% | −166−2.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,585 | $643.9K | 0.01% | −47−0.7% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 6,598 | $645.0K | 0.24% | +1,550+30.7% | Added |
| PDT Partners, LLC | 6,600 | $645.3K | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 6,602 | $645.5K | 0.05% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 6,605 | $645.8K | 0.14% | +591+9.8% | Added |
| Pinnacle Family Advisors, LLC | 6,638 | $646.9K | 0.31% | +67+1.0% | Added |
| Wagner Wealth Management, LLC | 6,622 | $647.5K | 0.15% | +2,418+57.5% | Added |
| US Asset Management LLC | 6,625 | $647.8K | 0.56% | −45−0.7% | Reduced |
| Northern Oak Wealth Management Inc | 6,626 | $647.9K | 0.08% | 00.0% | Unchanged |
| Ballast Advisors LLC | 6,638 | $649.1K | 0.19% | +10.0% | Added |
| David J Yvars Group | 6,642 | $649.5K | 0.38% | +9+0.1% | Added |
| Financial Insights, Inc. | 6,651 | $650.3K | 0.24% | +164+2.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 6,652 | $650.5K | 0.07% | −126−1.9% | Reduced |
| Verum Partners LLC | 6,653 | $650.5K | 0.15% | +632+10.5% | Added |
| Gentry Private Wealth, LLC | 6,656 | $650.8K | 0.50% | +30.0% | Added |
| Drucker Wealth 3.0, LLC | 6,731 | $651.6K | 0.13% | +989+17.2% | Added |
| Omnia Family Wealth, LLC | 6,666 | $651.8K | 0.24% | +756+12.8% | Added |
| Rothschild Capital Partners, LLC | 6,670 | $652.2K | 0.17% | 00.0% | Unchanged |
| CVFG LLC | 6,684 | $653.6K | 0.52% | +107+1.6% | Added |
| Cambridge Financial Group, LLC | 6,706 | $655.8K | 0.25% | +215+3.3% | Added |
| Maple Capital Management, Inc. | 6,707 | $655.8K | 0.04% | +234+3.6% | Added |