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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Betterment LLC | 7,549 | $738.0K | 0.00% | +564+8.1% | Added |
| Capital Square, LLC | 7,818 | $738.0K | 0.39% | −1,218−13.5% | Reduced |
| CapWealth Advisors, LLC | 7,550 | $738.2K | 0.07% | −71−0.9% | Reduced |
| ABN AMRO Bank N.V. | 7,500 | $738.4K | 0.01% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 7,606 | $738.5K | 0.67% | +4,829+173.9% | Added |
| BOS Asset Management, LLC | 7,554 | $738.6K | 0.24% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 7,563 | $739.5K | 0.15% | −42−0.6% | Reduced |
| Truvestments Capital LLC | 7,592 | $742.3K | 0.15% | −469−5.8% | Reduced |
| Lion Street Advisors, LLC | 7,592 | $742.4K | 0.23% | +423+5.9% | Added |
| NCM Capital Management, LLC | 7,597 | $742.8K | 0.30% | +124+1.7% | Added |
| Hickory Point Bank & Trust | 7,606 | $743.7K | 0.60% | +625+9.0% | Added |
| First City Capital Management, Inc. | 7,623 | $745.4K | 0.43% | −72−0.9% | Reduced |
| Dover Advisors, LLC | 7,625 | $745.6K | 0.33% | +224+3.0% | Added |
| Okabena Investment Services Inc | 7,647 | $747.7K | 0.17% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 7,650 | $748.0K | 0.64% | −268−3.4% | Reduced |
| Vermillion Wealth Management, Inc. | 7,676 | $750.6K | 0.36% | −25−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 7,680 | $751.0K | 0.10% | −222−2.8% | Reduced |
| Leelyn Smith, LLC | 7,683 | $751.2K | 0.12% | +253+3.4% | Added |
| Lakeridge Wealth Management LLC | 7,697 | $752.7K | 0.35% | −490−6.0% | Reduced |
| Nadler Financial Group, Inc. | 7,714 | $754.3K | 0.08% | +126+1.7% | Added |
| Horan Securities, Inc. | 7,718 | $754.7K | 0.27% | +376+5.1% | Added |
| Sherman Asset Management, Inc. | 7,743 | $757.1K | 0.67% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 7,755 | $758.3K | 0.57% | −435−5.3% | Reduced |
| Traveka Wealth, LLC | 7,759 | $758.6K | 0.40% | −1,602−17.1% | Reduced |
| Warwick Investment Management, Inc. | 7,759 | $758.7K | 0.15% | −849−9.9% | Reduced |
| Invera Wealth Advisors, LLC | 7,767 | $759.5K | 0.50% | −9−0.1% | Reduced |
| One Day In July LLC | 7,770 | $759.8K | 0.07% | +148+1.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,788 | $761.5K | 0.27% | +426+5.8% | Added |
| bLong Financial, LLC | 7,797 | $762.4K | 0.59% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 7,800 | $762.7K | 0.05% | 00.0% | Unchanged |
| Watchman Group, Inc. | 7,801 | $762.8K | 0.20% | −136−1.7% | Reduced |
| Dogwood Wealth Management LLC | 7,858 | $762.9K | 0.37% | −458−5.5% | Reduced |
| Mengis Capital Management, Inc. | 7,836 | $766.2K | 0.16% | +5,500+235.4% | Added |
| Evanson Asset Management, LLC | 7,845 | $767.1K | 0.05% | +20.0% | Added |
| Oak Hill Wealth Advisors, LLC | 7,901 | $767.1K | 0.16% | +9+0.1% | Added |
| Perissos Private Wealth Management, LLC | 7,858 | $768.4K | 0.61% | −72−0.9% | Reduced |
| Foguth Wealth Management, LLC. | 7,861 | $768.6K | 0.16% | +1,480+23.2% | Added |
| Davidson Trust Co | 7,868 | $769.3K | 0.36% | −128−1.6% | Reduced |
| Scratch Capital LLC | 7,874 | $770.0K | 0.63% | +546+7.5% | Added |
| Hobart Private Capital, LLC | 7,884 | $770.9K | 0.17% | +1,273+19.3% | Added |
| Drake & Associates, LLC | 7,884 | $770.9K | 0.19% | +1,552+24.5% | Added |
| All Terrain Financial Advisors, LLC | 7,891 | $771.6K | 0.28% | +479+6.5% | Added |
| Balboa Wealth Partners | 7,908 | $773.3K | 0.16% | +212+2.8% | Added |
| Sage Private Wealth Group, LLC | 7,914 | $773.8K | 0.50% | +36+0.5% | Added |
| Van Cleef Asset Management,Inc | 7,922 | $774.6K | 0.08% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 7,924 | $774.8K | 0.05% | −40,206−83.5% | Reduced |
| Interchange Capital Partners, LLC | 7,928 | $775.2K | 0.18% | +705+9.8% | Added |
| West Paces Advisors Inc. | 7,935 | $775.9K | 0.17% | +1,748+28.3% | Added |
| Olistico Wealth, LLC | 7,958 | $778.1K | 0.43% | +45+0.6% | Added |
| Beacon Investment Advisory Services, Inc. | 7,964 | $778.7K | 0.03% | −461−5.5% | Reduced |
| Seeds Investor LLC | 7,968 | $779.2K | 0.18% | +1,084+15.7% | Added |
| Richardson Financial Services Inc. | 7,934 | $779.4K | 0.52% | +62+0.8% | Added |
| Compass Ion Advisors, LLC | 7,976 | $779.9K | 0.08% | +166+2.1% | Added |
| Vista Investment Partners II, LLC | 7,977 | $780.0K | 0.38% | −599−7.0% | Reduced |
| Crewe Advisors LLC | 7,980 | $780.3K | 0.11% | +115+1.5% | Added |
| Atlas Private Wealth Advisors | 7,992 | $781.5K | 0.10% | +358+4.7% | Added |
| GQG Partners LLC | 7,998 | $782.0K | 0.00% | −2,599−24.5% | Reduced |
| Spinnaker Investment Group, LLC | 7,999 | $782.1K | 0.18% | −3,381−29.7% | Reduced |
| Walker Financial Services, Inc. | 8,015 | $783.7K | 0.36% | +38+0.5% | Added |
| Ruggaard & Associates LLC | 8,028 | $785.0K | 0.32% | −48−0.6% | Reduced |
| Flynn Zito Capital Management, LLC | 8,034 | $785.6K | 0.33% | −174−2.1% | Reduced |
| Castleview Partners, LLC | 8,036 | $785.8K | 0.50% | +652+8.8% | Added |
| Willner & Heller, LLC | 8,062 | $788.3K | 0.66% | −238−2.9% | Reduced |
| Provenance Wealth Advisors, LLC | 8,077 | $789.8K | 0.11% | −123−1.5% | Reduced |
| Balentine LLC | 8,094 | $791.4K | 0.03% | +127+1.6% | Added |
| Fusion Capital, LLC | 8,096 | $791.6K | 0.27% | −232−2.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,100 | $792.0K | 0.12% | +306+3.9% | Added |
| Mechanics Financial Corp | 8,106 | $792.6K | 0.34% | −320−3.8% | Reduced |
| Jacksonville Wealth Management, LLC | 8,109 | $792.9K | 0.64% | +483+6.3% | Added |
| 1620 Investment Advisors, Inc. | 8,110 | $793.0K | 0.56% | +192+2.4% | Added |
| TFR Capital, LLC. | 8,117 | $793.7K | 0.29% | +619+8.3% | Added |
| New England Capital Financial Advisors LLC | 8,118 | $793.8K | 0.36% | +35+0.4% | Added |
| Northside Capital Management, LLC | 8,139 | $795.8K | 0.06% | +1,510+22.8% | Added |
| Onyx Bridge Wealth Group LLC | 8,155 | $797.4K | 0.11% | −69−0.8% | Reduced |
| Ironwood Financial, llc | 9,087 | $797.7K | 0.17% | 00.0% | Unchanged |
| Tudor Financial Inc. | 8,186 | $800.4K | 0.45% | +111+1.4% | Added |
| Reliant Investment Management, LLC | 8,190 | $800.8K | 0.35% | +2,376+40.9% | Added |
| Maia Wealth LLC | 8,199 | $801.7K | 0.15% | +178+2.2% | Added |
| New Covenant Trust Company, N.A. | 8,244 | $801.9K | 0.72% | −30−0.4% | Reduced |
| Sound Financial Strategies Group, LLC | 8,218 | $803.6K | 0.68% | +5,857+248.1% | Added |
| Prana Capital Management, LP | 8,224 | $804.1K | 0.03% | −257,664−96.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,224 | $804.2K | 0.05% | −30−0.4% | Reduced |
| Charter Research & Investment Group, Inc. | 8,262 | $807.9K | 0.60% | −60−0.7% | Reduced |
| Commonwealth Retirement Investments LLC | 8,277 | $809.4K | 0.31% | +8+0.1% | Added |
| Guyasuta Investment Advisors Inc | 8,278 | $809.5K | 0.05% | −17−0.2% | Reduced |
| Vivid Wealth Management, LLC | 8,296 | $811.2K | 0.36% | +23+0.3% | Added |
| Richard W. Paul & Associates, LLC | 8,299 | $811.5K | 0.29% | −1,720−17.2% | Reduced |
| Eagle Bay Advisors LLC | 8,315 | $813.0K | 0.67% | −149−1.8% | Reduced |
| Medallion Wealth Advisors, LLC | 8,294 | $814.2K | 0.31% | −289−3.4% | Reduced |
| Wolverine Asset Management LLC | 8,370 | $818.4K | 0.01% | +8,002+2,174.5% | Added |
| Braun-Bostich & Associates Inc. | 8,375 | $818.9K | 0.56% | −14−0.2% | Reduced |
| Garden State Investment Advisory Services LLC | 8,377 | $820.3K | 0.22% | −256−3.0% | Reduced |
| Raleigh Capital Management Inc. | 8,390 | $820.4K | 0.34% | −770−8.4% | Reduced |
| YANKCOM Partnership | 8,390 | $820.4K | 0.40% | −777−8.5% | Reduced |
| Ami Investment Management Inc | 8,392 | $820.6K | 0.21% | −20−0.2% | Reduced |
| Sepio Capital, LP | 8,393 | $820.7K | 0.06% | −110−1.3% | Reduced |
| Affinity Wealth Management LLC | 8,416 | $823.0K | 0.13% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 8,424 | $823.7K | 0.20% | −130−1.5% | Reduced |
| Maxele Advisors, LLC | 8,440 | $825.3K | 0.72% | −171−2.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 8,445 | $825.8K | 0.13% | +646+8.3% | Added |