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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 8,449 | $826.1K | 0.04% | −252−2.9% | Reduced |
| Somerville Kurt F | 8,464 | $827.6K | 0.14% | −790−8.5% | Reduced |
| First Bank & Trust | 8,467 | $827.9K | 0.15% | −267−3.1% | Reduced |
| Mirabella Financial Services LLP | 8,434 | $828.3K | 0.09% | +8,434 | New |
| Fiera Capital Corp | 8,498 | $830.9K | 0.00% | +6+0.1% | Added |
| McLean Asset Management Corp | 8,515 | $831.1K | 0.22% | +329+4.0% | Added |
| RIA Advisory Group LLC | 8,517 | $832.8K | 0.24% | −9,319−52.2% | Reduced |
| Pennington Partners & Co., LLC | 8,520 | $833.1K | 0.45% | −322−3.6% | Reduced |
| Principal Street Partners, LLC | 8,530 | $834.0K | 0.08% | +4,490+111.1% | Added |
| Austin Asset Management Co Inc | 8,536 | $834.6K | 0.16% | −430−4.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,549 | $836.0K | 0.30% | −1,706−16.6% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,597 | $840.6K | 0.73% | −425−4.7% | Reduced |
| Arkansas Financial Group, Inc. | 8,599 | $840.8K | 0.13% | −769−8.2% | Reduced |
| Wealthcare Capital Partners, LLC | 8,599 | $840.8K | 0.42% | +1,467+20.6% | Added |
| Heartwood Wealth Advisors LLC | 8,608 | $841.7K | 0.09% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 8,610 | $841.9K | 0.08% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 8,626 | $843.5K | 0.11% | +719+9.1% | Added |
| Smart Money Group LLC | 8,629 | $843.8K | 0.26% | +551+6.8% | Added |
| Kuhn & Co Investment Counsel | 8,634 | $844.2K | 0.64% | 00.0% | Unchanged |
| Advisory Resource Group | 8,642 | $845.0K | 0.16% | +68+0.8% | Added |
| Clay Northam Wealth Management, LLC | 8,664 | $847.2K | 0.54% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 8,671 | $847.9K | 0.39% | +20.0% | Added |
| Challenger Wealth Management | 8,684 | $849.1K | 0.59% | −208−2.3% | Reduced |
| Sterling Investment Advisors LLC | 8,955 | $849.3K | 0.44% | +492+5.8% | Added |
| Full Sail Capital, LLC | 8,687 | $849.4K | 0.05% | −699−7.4% | Reduced |
| Atlas Legacy Advisors, LLC | 8,707 | $851.4K | 0.19% | +98+1.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,709 | $851.6K | 0.54% | −2,914−25.1% | Reduced |
| Hamilton Capital, LLC | 8,733 | $853.9K | 0.05% | +1,080+14.1% | Added |
| Vicus Capital | 8,736 | $854.2K | 0.07% | +1,167+15.4% | Added |
| Allstate Corp | 8,739 | $854.5K | 0.06% | −143,443−94.3% | Reduced |
| Shufro Rose & Co LLC | 9,747 | $855.7K | 0.07% | −1,600−14.1% | Reduced |
| Audent Global Asset Management, LLC | 8,758 | $856.4K | 0.62% | +8,758 | New |
| Koa Wealth Management, LLC | 8,778 | $858.3K | 0.68% | −20.0% | Reduced |
| Fortem Financial Group, LLC | 8,792 | $859.6K | 0.28% | −4,767−35.2% | Reduced |
| OneAscent Family Office, LLC | 8,793 | $860.0K | 0.81% | −9,329−51.5% | Reduced |
| NDVR, Inc. | 8,801 | $860.6K | 0.81% | +18+0.2% | Added |
| Baron Wealth Management LLC | 8,803 | $860.8K | 0.30% | +557+6.8% | Added |
| Sterling Investment Counsel, LLC | 8,832 | $863.6K | 0.51% | −24,331−73.4% | Reduced |
| Redwood Investment Management, LLC | 8,834 | $864.0K | 0.09% | −1,153−11.5% | Reduced |
| Athena Investment Management | 8,847 | $865.0K | 0.48% | −349−3.8% | Reduced |
| Essential Planning, LLC. | 8,848 | $865.2K | 0.32% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8,861 | $866.4K | 0.14% | +429+5.1% | Added |
| Hills Bank & Trust Co | 8,861 | $866.4K | 0.05% | −29−0.3% | Reduced |
| Ewa, LLC | 8,866 | $866.9K | 0.27% | +336+3.9% | Added |
| TFC Financial Management | 8,876 | $867.9K | 0.12% | +29+0.3% | Added |
| BXM Wealth LLC | 8,877 | $868.0K | 1.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 8,877 | $868.0K | 0.20% | −3,549−28.6% | Reduced |
| May Hill Capital, LLC | 8,879 | $868.2K | 0.29% | +521+6.2% | Added |
| RBA Wealth Management, LLC | 8,886 | $868.9K | 0.32% | −1,052−10.6% | Reduced |
| Empire Financial Management Company, LLC | 8,897 | $869.9K | 0.25% | −900−9.2% | Reduced |
| Penserra Capital Management LLC | 8,914 | $871.0K | 0.01% | −11,685−56.7% | Reduced |
| M1 Capital Management LLC | 8,919 | $872.1K | 0.44% | +523+6.2% | Added |
| Trinity Financial Advisors LLC | 8,923 | $872.5K | 0.27% | 00.0% | Unchanged |
| Advisors Management Group Inc | 8,930 | $873.0K | 0.16% | −242−2.6% | Reduced |
| Thoma Capital Management LLC | 8,940 | $874.2K | 0.56% | +69+0.8% | Added |
| Minot DeBlois Advisors LLC | 8,950 | $875.1K | 0.83% | −480−5.1% | Reduced |
| Cypress Advisory Group LLC | 8,950 | $875.1K | 0.68% | −50−0.6% | Reduced |
| Columbia Asset Management | 8,964 | $876.5K | 0.17% | +40.0% | Added |
| Private Wealth Advisors | 8,967 | $876.8K | 0.34% | −187−2.0% | Reduced |
| Sunflower Bank, N.A. | 8,970 | $877.1K | 0.22% | +992+12.4% | Added |
| Wayfinding Financial, LLC | 8,824 | $878.0K | 0.39% | −724−7.6% | Reduced |
| TFG Advisers LLC | 8,985 | $878.6K | 0.30% | +635+7.6% | Added |
| Peoples Financial Services Corp. | 8,990 | $879.0K | 0.43% | −5,746−39.0% | Reduced |
| First National Bank | 8,990 | $879.0K | 0.50% | +815+10.0% | Added |
| Pollock Investment Advisors, LLC | 9,001 | $880.1K | 0.72% | −900−9.1% | Reduced |
| New Republic Capital, LLC | 9,019 | $881.8K | 0.31% | +877+10.8% | Added |
| Culbertson A N & Co Inc | 9,039 | $883.8K | 0.14% | +200+2.3% | Added |
| Builder Investment Group Inc | 9,061 | $886.0K | 0.22% | 00.0% | Unchanged |
| Future Fund LLC | 9,061 | $886.0K | 0.40% | +845+10.3% | Added |
| Bullock Wealth Management Group | 9,036 | $887.7K | 0.47% | −30−0.3% | Reduced |
| BCS Wealth Management | 9,083 | $888.0K | 0.19% | +1,576+21.0% | Added |
| Oxinas Partners Wealth Management LLC | 9,083 | $888.2K | 0.46% | −189−2.0% | Reduced |
| Southern Capital Advisors, LLC | 9,115 | $891.3K | 0.46% | −20,200−68.9% | Reduced |
| Renasant Bank | 9,122 | $891.9K | 0.60% | −7,595−45.4% | Reduced |
| Acorns Advisers, LLC | 9,136 | $893.0K | 0.01% | +880+10.7% | Added |
| Hubbell Strickland Wealth Management, LLC | 9,147 | $894.4K | 0.39% | +1,073+13.3% | Added |
| West Chester Capital Advisors, Inc | 9,168 | $896.4K | 0.44% | −307−3.2% | Reduced |
| Birch Financial Group, LLC | 9,181 | $897.7K | 0.72% | −157−1.7% | Reduced |
| Kennondale Capital Management LLC | 9,188 | $898.4K | 0.92% | 00.0% | Unchanged |
| Bath Savings Trust Co | 9,198 | $899.4K | 0.09% | +252+2.8% | Added |
| Left Brain Wealth Management, LLC | 9,229 | $902.4K | 0.32% | +830+9.9% | Added |
| LBMC Investment Advisors, LLC | 9,234 | $902.9K | 0.06% | +10.0% | Added |
| EdgeRock Capital LLC | 9,220 | $902.9K | 0.29% | +9,220 | New |
| Caldwell Sutter Capital, Inc. | 9,241 | $903.6K | 0.41% | −43−0.5% | Reduced |
| one8zero8, LLC | 9,258 | $905.2K | 0.21% | −1,630−15.0% | Reduced |
| Carter Financial Group, INC. | 9,258 | $905.3K | 0.59% | +9,258 | New |
| Wealth Dimensions Group, Ltd. | 9,262 | $905.6K | 0.20% | +539+6.2% | Added |
| Charter Oak Capital Management, LLC | 9,263 | $905.7K | 0.08% | −80−0.9% | Reduced |
| Facet Wealth, Inc. | 9,246 | $905.9K | 0.02% | +2,047+28.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 9,263 | $906.0K | 0.18% | +6+0.1% | Added |
| Spartan Planning & Wealth Management | 9,267 | $906.1K | 0.78% | +3,821+70.2% | Added |
| Stonebridge Financial Planning Group, LLC | 9,280 | $907.4K | 0.38% | +665+7.7% | Added |
| ASB Consultores, LLC | 9,312 | $910.5K | 0.61% | +1,552+20.0% | Added |
| WealthTrust Axiom LLC | 9,320 | $911.3K | 0.27% | −45−0.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 9,344 | $913.6K | 0.22% | −737−7.3% | Reduced |
| BluePath Capital Management, LLC | 9,354 | $914.6K | 0.80% | +352+3.9% | Added |
| Breed's Hill Capital LLC | 9,357 | $914.9K | 0.44% | −24−0.3% | Reduced |
| James Hambro & Partners | 9,372 | $916.2K | 0.04% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 9,410 | $920.1K | 0.57% | −1,541−14.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 9,412 | $920.3K | 0.08% | −182−1.9% | Reduced |