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 |
|---|---|---|---|---|---|
| Ramsay, Stattman, Vela & Price, Inc. | 9,417 | $920.8K | 0.17% | −85−0.9% | Reduced |
| LVZ Advisors, Inc. | 9,420 | $921.0K | 0.11% | +7+0.1% | Added |
| Tobias Financial Advisors, Inc. | 9,456 | $924.6K | 0.16% | +4,936+109.2% | Added |
| Allegheny Financial Group LTD | 9,470 | $926.0K | 0.21% | +1,982+26.5% | Added |
| Moment Partners, LLC | 9,473 | $926.3K | 0.17% | +144+1.5% | Added |
| Westside Investment Management, Inc. | 9,465 | $926.3K | 0.17% | +1,055+12.5% | Added |
| Aull & Monroe Investment Management Corp | 9,477 | $926.7K | 0.50% | −40.0% | Reduced |
| Alpha Family Trust | 9,480 | $927.0K | 0.46% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 9,483 | $927.2K | 0.40% | +60+0.6% | Added |
| Burkett Financial Services, LLC | 9,500 | $928.9K | 0.33% | +14+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 9,513 | $930.3K | 0.23% | +1,069+12.7% | Added |
| United Community Bank | 9,526 | $931.5K | 0.32% | −3,421−26.4% | Reduced |
| Blalock Williams, LLC | 9,535 | $932.3K | 0.93% | +241+2.6% | Added |
| Peterson Wealth Advisors, LLC | 9,548 | $933.6K | 0.15% | −10.0% | Reduced |
| MBE Wealth Management, LLC | 9,549 | $933.7K | 0.41% | +123+1.3% | Added |
| McAdam, LLC | 9,592 | $937.9K | 0.05% | +319+3.4% | Added |
| Coerente Capital Management | 9,600 | $938.7K | 0.17% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 9,609 | $939.6K | 0.20% | −26−0.3% | Reduced |
| Weaver Consulting Group | 9,613 | $939.9K | 0.26% | +17+0.2% | Added |
| Jacobsen Capital Management | 9,615 | $940.2K | 0.35% | +1,159+13.7% | Added |
| Private Client Services, LLC | 9,626 | $941.3K | 0.37% | −1,118−10.4% | Reduced |
| Victory Financial Group, LLC | 9,629 | $941.5K | 0.15% | +1,687+21.2% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,630 | $941.6K | 0.25% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 9,765 | $945.3K | 0.35% | −240−2.4% | Reduced |
| S.E.E.D. Planning Group LLC | 9,670 | $945.5K | 0.30% | −513−5.0% | Reduced |
| Ninepoint Partners LP | 9,689 | $947.4K | 0.18% | +316+3.4% | Added |
| Signature Wealth Management Group | 9,695 | $948.0K | 0.37% | +86+0.9% | Added |
| Investors Asset Management of Georgia Inc | 9,708 | $949.2K | 0.44% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 9,711 | $949.5K | 0.11% | −119−1.2% | Reduced |
| Eagle Rock Investment Company, LLC | 9,721 | $950.5K | 0.15% | +60+0.6% | Added |
| Advance Capital Management, Inc. | 9,726 | $951.0K | 0.04% | +271+2.9% | Added |
| Jag Capital Management, LLC | 9,740 | $952.4K | 0.11% | +274+2.9% | Added |
| Howard Financial Services, Ltd. | 9,751 | $953.5K | 0.13% | −1,512−13.4% | Reduced |
| Renaissance Group LLC | 9,763 | $954.6K | 0.04% | −1,022−9.5% | Reduced |
| Soundwatch Capital LLC | 913,559 | $955.6K | 0.20% | +913,559 | New |
| SOA Wealth Advisors, LLC. | 30,007 | $956.3K | 0.18% | −194−0.6% | Reduced |
| Gibbs Wealth Management | 9,781 | $956.4K | 0.18% | −477−4.7% | Reduced |
| Quantum Financial Advisors, LLC | 9,788 | $957.1K | 0.13% | +90+0.9% | Added |
| Claris Advisors, LLC | 9,821 | $960.3K | 0.33% | −87−0.9% | Reduced |
| Revolve Wealth Partners, LLC | 9,830 | $961.2K | 0.13% | +103+1.1% | Added |
| Nicholson Meyer Capital Management, Inc. | 9,837 | $961.9K | 0.81% | −510−4.9% | Reduced |
| Ames National Corp | 9,837 | $961.9K | 0.62% | −55−0.6% | Reduced |
| McGowan Group Asset Management, Inc. | 9,864 | $964.5K | 0.12% | −692−6.6% | Reduced |
| Endeavor Private Wealth, Inc. | 9,881 | $966.1K | 0.46% | +571+6.1% | Added |
| Norris Perne & French LLP | 9,883 | $966.4K | 0.07% | +16+0.2% | Added |
| Capstone Wealth Management Group LLC | 9,890 | $967.1K | 0.70% | −965−8.9% | Reduced |
| Hofer & Associates. Inc | 9,891 | $967.1K | 0.60% | +553+5.9% | Added |
| International Private Wealth Advisors LLC | 9,900 | $968.0K | 0.83% | +1,752+21.5% | Added |
| Sara-Bay Financial | 9,904 | $968.4K | 0.35% | −202−2.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 9,925 | $970.5K | 1.57% | 00.0% | Unchanged |
| Perpetual Ltd | 9,956 | $973.5K | 0.01% | −16,341−62.1% | Reduced |
| Monticello Wealth Management, LLC | 9,957 | $973.6K | 0.07% | +210+2.2% | Added |
| Falcon Wealth Planning | 9,960 | $973.9K | 0.10% | +373+3.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 9,961 | $974.0K | 0.04% | +419+4.4% | Added |
| Pullen Investment Management, LLC | 9,972 | $975.1K | 0.59% | −56−0.6% | Reduced |
| Luts & Greenleigh Group, Inc | 9,989 | $976.8K | 0.94% | +158+1.6% | Added |
| SC&H Financial Advisors, Inc. | 9,999 | $977.7K | 0.17% | −233−2.3% | Reduced |
| Alta Capital Management LLC | 10,000 | $977.8K | 0.06% | 00.0% | Unchanged |
| DKRT Investments Corp. | 10,000 | $977.8K | 0.24% | +10,000 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 10,009 | $978.7K | 0.03% | 00.0% | Unchanged |
| Park Capital Management, LLC | 10,009 | $978.7K | 0.91% | −1,157−10.4% | Reduced |
| First United Bank Trust | 10,045 | $982.2K | 0.34% | +1,053+11.7% | Added |
| Burt Wealth Advisors | 10,051 | $982.8K | 0.22% | −146−1.4% | Reduced |
| Middleton & Co Inc | 10,051 | $982.8K | 0.11% | 00.0% | Unchanged |
| Lantz Financial LLC | 10,065 | $984.2K | 0.25% | +127+1.3% | Added |
| Roberts Capital Advisors, LLC | 10,075 | $985.1K | 0.73% | 00.0% | Unchanged |
| Stableford Capital II LLC | 10,110 | $985.4K | 0.37% | −822−7.5% | Reduced |
| Rainier Family Wealth Inc | 10,097 | $987.3K | 0.99% | −68−0.7% | Reduced |
| USAdvisors Wealth Management, LLC | 10,129 | $991.0K | 0.37% | −327−3.1% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,165 | $993.9K | 0.01% | −75−0.7% | Reduced |
| WD Rutherford LLC | 10,165 | $993.9K | 0.46% | +3,953+63.6% | Added |
| Gleason Group, Inc. | 10,190 | $996.4K | 0.11% | −2,222−17.9% | Reduced |
| Semus Wealth Partners LLC | 10,194 | $996.8K | 0.65% | +57+0.6% | Added |
| Capital Counsel LLC | 10,197 | $997.1K | 0.04% | −1,225−10.7% | Reduced |
| Pflug Koory, LLC | 10,199 | $997.3K | 0.51% | −45−0.4% | Reduced |
| TCM Advisors, LLC | – | $997.4K | 0.83% | – | – |
| Castle Wealth Management LLC | 10,209 | $998.2K | 0.36% | +13+0.1% | Added |
| Five Oceans Advisors | 10,238 | $1.00M | 0.43% | +14+0.1% | Added |
| SS&H Financial Advisors, Inc. | 10,239 | $1.00M | 0.33% | −498−4.6% | Reduced |
| Pinnacle Bancorp, Inc. | 10,254 | $1.00M | 0.31% | −20−0.2% | Reduced |
| Wealthquest Corp | 10,255 | $1.00M | 0.08% | +562+5.8% | Added |
| Klingman & Associates, LLC | 10,259 | $1.00M | 0.06% | +913+9.8% | Added |
| Legacy Financial Group LLC | 10,287 | $1.01M | 0.14% | +245+2.4% | Added |
| Umpqua Bank | 10,406 | $1.01M | 0.31% | +1,388+15.4% | Added |
| Moseley Investment Management Inc | 10,339 | $1.01M | 0.35% | −1,278−11.0% | Reduced |
| Trust Co | 10,342 | $1.01M | 0.11% | −282−2.7% | Reduced |
| Corundum Group, Inc. | 10,358 | $1.01M | 0.45% | +40.0% | Added |
| Portside Wealth Group, LLC | 10,361 | $1.01M | 0.15% | −6,427−38.3% | Reduced |
| Heritage Wealth Management, Inc. | 10,411 | $1.02M | 0.77% | +26+0.3% | Added |
| Primoris Wealth Advisors, LLC | 10,413 | $1.02M | 0.69% | −100−1.0% | Reduced |
| Sax Wealth Advisors, LLC | 10,416 | $1.02M | 0.06% | +702+7.2% | Added |
| Invesco, LLC | 10,422 | $1.02M | 0.38% | +274+2.7% | Added |
| Cobblestone Capital Advisors LLC | 10,438 | $1.02M | 0.05% | +1,244+13.5% | Added |
| Disciplined Investors, L.L.C. | 10,443 | $1.02M | 0.80% | +78+0.8% | Added |
| Root Financial Partners, LLC | 10,460 | $1.02M | 0.10% | +4,759+83.5% | Added |
| MFA Wealth Services | 10,463 | $1.02M | 0.77% | +93+0.9% | Added |
| KKM Financial LLC | 10,463 | $1.02M | 0.36% | +20.0% | Added |
| Apeiron RIA LLC | 10,466 | $1.02M | 0.26% | −1,205−10.3% | Reduced |
| Baldwin Investment Management, LLC | 10,487 | $1.03M | 0.12% | 00.0% | Unchanged |
| Cherokee Insurance Co | 10,500 | $1.03M | 0.45% | 00.0% | Unchanged |