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
- 3,977
- +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 |
|---|---|---|---|---|---|
| Maple Capital Management, Inc. | 6,707 | $655.8K | 0.04% | +234+3.6% | Added |
| Correct Capital Wealth Management | 6,711 | $656.2K | 0.13% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 6,734 | $658.5K | 0.04% | −11,033−62.1% | Reduced |
| Van Strum & Towne Inc. | 6,741 | $659.1K | 0.21% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 6,751 | $660.1K | 0.22% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 6,752 | $660.2K | 0.36% | 00.0% | Unchanged |
| Manske Wealth Management | 6,765 | $661.4K | 0.22% | −405−5.6% | Reduced |
| LJI Wealth Management, LLC | 6,774 | $662.4K | 0.12% | +60+0.9% | Added |
| Crown Wealth Group, LLC | 6,778 | $662.8K | 0.25% | +1,002+17.3% | Added |
| TPG Advisors LLC | 6,783 | $663.2K | 0.48% | +253+3.9% | Added |
| Alpha Omega Wealth Management LLC | 6,792 | $664.1K | 0.12% | +420+6.6% | Added |
| Tributary Capital Management, LLC | 6,805 | $665.4K | 0.06% | −200−2.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 6,806 | $665.5K | 0.35% | −8−0.1% | Reduced |
| Brogan Financial, Inc. | 6,814 | $666.2K | 0.30% | −3,117−31.4% | Reduced |
| Game Plan Financial Advisors, LLC | 6,814 | $666.3K | 0.29% | +525+8.3% | Added |
| Cascades Capital Asset Management, LLC | 6,821 | $666.9K | 0.34% | +407+6.3% | Added |
| Inspire Advisors, LLC | 6,823 | $667.2K | 0.07% | +252+3.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 6,838 | $668.6K | 0.83% | −450−6.2% | Reduced |
| Cannon Financial Strategists, Inc. | 6,867 | $671.5K | 0.11% | 00.0% | Unchanged |
| Caxton Associates LLP | 6,895 | $674.2K | 0.02% | +6,895 | New |
| Milestones Private Investment Advisors LLC | 6,899 | $674.6K | 0.50% | +6,899 | New |
| Teamwork Financial Advisors, LLC | 6,902 | $674.9K | 0.08% | +794+13.0% | Added |
| Bernardo Wealth Planning LLC | 6,922 | $677.0K | 0.15% | −95−1.4% | Reduced |
| Auxano Advisors, LLC | 6,931 | $677.7K | 0.16% | −3,788−35.3% | Reduced |
| Accel Wealth Management | 6,935 | $678.1K | 0.23% | +340+5.2% | Added |
| Invenio Wealth Partners LLC | 6,946 | $679.2K | 0.27% | +364+5.5% | Added |
| Oxford Asset Management LLP | 6,949 | $679.5K | 0.22% | −11,454−62.2% | Reduced |
| Brown Miller Wealth Management, LLC | 6,964 | $680.9K | 0.21% | −179−2.5% | Reduced |
| Vishria Bird Financial Group, LLC | 6,969 | $681.4K | 0.23% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 6,971 | $681.7K | 0.47% | +75+1.1% | Added |
| Oakwell Private Wealth Management, LLC | 6,988 | $683.3K | 0.16% | +93+1.3% | Added |
| Emergent Wealth Advisors, LLC | 6,994 | $683.9K | 0.44% | −89−1.3% | Reduced |
| Altus Wealth Group LLC | 6,998 | $684.3K | 0.30% | +7+0.1% | Added |
| Grandfield & Dodd, LLC | 7,002 | $684.7K | 0.04% | −367−5.0% | Reduced |
| Power Wealth Management LLC | 7,019 | $686.3K | 0.26% | −242−3.3% | Reduced |
| Green Harvest Asset Management LLC | 7,021 | $686.5K | 0.01% | −424−5.7% | Reduced |
| Holland Advisory Services, Inc. | 7,030 | $687.4K | 1.00% | +10.0% | Added |
| Strive Asset Management, LLC | 7,045 | $688.9K | 0.41% | −2,575−26.8% | Reduced |
| XTX Topco Ltd | 7,047 | $689.1K | 0.03% | +7,047 | New |
| Creative Financial Designs Inc | 7,054 | $689.8K | 0.05% | −528−7.0% | Reduced |
| Oxford Financial Group Ltd | 7,061 | $690.5K | 0.04% | −1,185−14.4% | Reduced |
| Swisher Financial Concepts, Inc. | 7,068 | $691.1K | 0.45% | +14+0.2% | Added |
| Opal Wealth Advisors, LLC | 7,070 | $691.3K | 0.19% | +582+9.0% | Added |
| Financial Advisors Network, Inc. | 7,080 | $692.2K | 0.10% | −63−0.9% | Reduced |
| Stamos Capital Partners, L.P. | 7,085 | $692.8K | 0.12% | +1,353+23.6% | Added |
| Ashton Thomas Securities, LLC | 7,106 | $694.8K | 0.17% | −473−6.2% | Reduced |
| MKT Advisors LLC | 7,074 | $695.0K | 0.28% | −112−1.6% | Reduced |
| High Falls Advisors, Inc | 7,118 | $696.0K | 0.15% | +2,006+39.2% | Added |
| Safe Harbor Fiduciary, LLC | 7,124 | $696.6K | 0.65% | −1,214−14.6% | Reduced |
| Machina Capital S.A.S. | 7,130 | $697.2K | 0.15% | +7,130 | New |
| Natural Investments, LLC | 7,146 | $698.0K | 0.18% | −5,195−42.1% | Reduced |
| Prosperity Financial Group, Inc. | 7,152 | $699.3K | 0.30% | −1,251−14.9% | Reduced |
| Gateway Wealth Partners, LLC | 7,152 | $699.3K | 0.13% | +82+1.2% | Added |
| BlackDiamond Wealth Management Inc. | 7,133 | $700.8K | 0.40% | +605+9.3% | Added |
| Cross Staff Investments Inc | 7,185 | $702.6K | 0.52% | 00.0% | Unchanged |
| United Bank | 7,189 | $702.9K | 0.27% | +46+0.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,191 | $703.1K | 0.24% | +1,321+22.5% | Added |
| Terril Brothers, Inc. | 7,206 | $704.6K | 0.27% | −50−0.7% | Reduced |
| REDW Wealth LLC | 7,206 | $704.6K | 0.28% | +79+1.1% | Added |
| Galvin, Gaustad & Stein, LLC | 7,238 | $707.7K | 0.06% | −285−3.8% | Reduced |
| Mirador Capital Partners LP | 7,248 | $708.7K | 0.12% | +587+8.8% | Added |
| Coign Capital Advisors LLC | 7,264 | $710.3K | 0.48% | +93+1.3% | Added |
| Iams Wealth Management, LLC | 7,265 | $710.4K | 0.33% | +7,265 | New |
| Aviso Financial Inc. | 7,272 | $711.1K | 0.03% | +8+0.1% | Added |
| Wedge Capital Management L L P | 7,290 | $712.8K | 0.01% | −388−5.1% | Reduced |
| Sharp Financial Services, LLC | 7,298 | $713.6K | 0.46% | −1,090−13.0% | Reduced |
| Gimbal Financial | 7,307 | $714.4K | 0.44% | +35+0.5% | Added |
| Tufton Capital Management | 7,318 | $715.0K | 0.14% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 7,312 | $715.0K | 0.10% | +126+1.8% | Added |
| Driehaus Capital Management LLC | 7,315 | $715.3K | 0.01% | −4,251−36.8% | Reduced |
| Palacios Wealth Management, LLC | 7,332 | $716.9K | 0.59% | +1,750+31.4% | Added |
| Vision Capital Management, Inc. | 7,348 | $718.5K | 0.09% | −150−2.0% | Reduced |
| Forte Capital LLC | 7,349 | $718.6K | 0.08% | +18+0.2% | Added |
| Flaharty Asset Management, LLC | 7,349 | $718.6K | 0.10% | +890+13.8% | Added |
| Collar Capital Management, LLC | 7,355 | $719.2K | 0.60% | +7,355 | New |
| Worth Asset Management, LLC | 7,378 | $721.4K | 0.36% | −53−0.7% | Reduced |
| Addison Advisors LLC | 7,388 | $722.4K | 0.18% | −154−2.0% | Reduced |
| Richmond Investment Services, LLC | 7,419 | $725.4K | 0.15% | +7,419 | New |
| Brass Tax Wealth Management, Inc | 7,424 | $725.9K | 0.14% | +489+7.1% | Added |
| Sovereign's Capital Management, LLC | 7,427 | $726.2K | 0.39% | +1,216+19.6% | Added |
| West Bancorporation Inc | 7,440 | $727.5K | 0.46% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 7,440 | $727.5K | 0.12% | 00.0% | Unchanged |
| First Affirmative Financial Network | 7,440 | $727.5K | 0.37% | +10+0.1% | Added |
| Gemmer Asset Management LLC | 7,454 | $728.8K | 0.07% | +44+0.6% | Added |
| Blue Bell Private Wealth Management, LLC | 7,456 | $729.0K | 0.12% | +144+2.0% | Added |
| Paulson Wealth Management Inc. | 7,461 | $729.5K | 0.19% | +49+0.7% | Added |
| CWC Advisors, LLC. | 7,463 | $729.7K | 0.38% | −67−0.9% | Reduced |
| Trilogy Capital Inc. | 7,474 | $730.8K | 0.04% | +34+0.5% | Added |
| Kennedy Investment Group | 7,475 | $730.9K | 0.31% | +423+6.0% | Added |
| Phillips Financial Management, LLC | 7,478 | $731.2K | 0.05% | +118+1.6% | Added |
| Stonebridge Capital Management Inc | 7,500 | $733.0K | 0.29% | 00.0% | Unchanged |
| 25 LLC | 7,499 | $733.3K | 0.27% | +201+2.8% | Added |
| Kelly Lawrence W & Associates Inc | 7,500 | $733.4K | 0.19% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 7,500 | $733.4K | 0.34% | 00.0% | Unchanged |
| Carlson Capital L P | 7,500 | $733.4K | 0.42% | +7,500 | New |
| S&CO Inc | 7,512 | $734.0K | 0.05% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 7,518 | $735.1K | 0.11% | −231−3.0% | Reduced |
| Persium Advisors, LLC | 7,519 | $735.2K | 0.61% | +141+1.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,524 | $735.7K | 0.24% | +274+3.8% | Added |
| Sweeney & Michel, LLC | 7,806 | $736.9K | 0.26% | +11+0.1% | Added |