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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 10,507 | $1.03M | 0.49% | −44,853−81.0% | Reduced |
| Proffitt & Goodson Inc | 10,524 | $1.03M | 0.16% | +210+2.0% | Added |
| Washington Trust Bank | 10,526 | $1.03M | 0.09% | −2,039−16.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,552 | $1.03M | 0.08% | −1,191−10.1% | Reduced |
| Ransom Advisory, Ltd | 10,562 | $1.03M | 0.49% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10,581 | $1.03M | 0.24% | +34+0.3% | Added |
| Alhambra Investment Partners LLC | 10,585 | $1.04M | 0.51% | +114+1.1% | Added |
| One Charles Private Wealth Services, LLC | 10,599 | $1.04M | 0.29% | +1,418+15.4% | Added |
| Well Done, LLC | 10,601 | $1.04M | 0.19% | +586+5.9% | Added |
| Matisse Capital | 10,617 | $1.04M | 0.49% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 10,633 | $1.04M | 0.08% | −9,315−46.7% | Reduced |
| ABLE Financial Group, LLC | 10,645 | $1.04M | 0.25% | −266−2.4% | Reduced |
| LifeSteps Financial, Inc. | 10,653 | $1.04M | 0.72% | +1,632+18.1% | Added |
| Wulff, Hansen & Co. | 10,734 | $1.05M | 0.90% | −3,443−24.3% | Reduced |
| E&G Advisors, LP | 10,761 | $1.05M | 0.27% | −30−0.3% | Reduced |
| Rather & Kittrell, Inc. | 10,816 | $1.06M | 0.21% | +76+0.7% | Added |
| Patrick M Sweeney & Associates, Inc | 10,749 | $1.06M | 0.73% | +10.0% | Added |
| Hobbs Group Advisors, LLC | 10,815 | $1.06M | 0.36% | +17+0.2% | Added |
| Granite Harbor Advisors, Inc. | 10,819 | $1.06M | 0.50% | +822+8.2% | Added |
| MEMBERS Trust Co | 10,823 | $1.06M | 0.04% | −2,427−18.3% | Reduced |
| Mayfair Advisory Group, LLC | 10,213 | $1.06M | 0.50% | +15+0.1% | Added |
| Round Rock Advisors, LLC | 10,860 | $1.06M | 0.18% | −76−0.7% | Reduced |
| Keudell/Morrison Wealth Management | 10,872 | $1.06M | 0.24% | −233−2.1% | Reduced |
| Ambassador Advisors, LLC | 10,884 | $1.06M | 0.17% | −128−1.2% | Reduced |
| Slocum, Gordon & Co LLP | 10,894 | $1.07M | 0.86% | −1,200−9.9% | Reduced |
| Cassia Capital Partners, LLC | 10,925 | $1.07M | 0.64% | +44+0.4% | Added |
| Lodestar Private Asset Management LLC | 10,942 | $1.07M | 0.12% | −275−2.5% | Reduced |
| Tandem Investment Advisors, Inc. | 10,946 | $1.07M | 0.04% | −1,034−8.6% | Reduced |
| United Asset Strategies, Inc. | 10,984 | $1.07M | 0.09% | −696−6.0% | Reduced |
| FSM Wealth Advisors, LLC | 10,837 | $1.08M | 0.18% | +4,904+82.7% | Added |
| WSFS Capital Management, LLC | 11,033 | $1.08M | 0.06% | +5,070+85.0% | Added |
| Purkiss Capital Advisors LLC | 11,061 | $1.08M | 0.60% | +7,704+229.5% | Added |
| 111 Capital | 11,062 | $1.08M | 0.19% | −8,352−43.0% | Reduced |
| Tandem Investment Partners LLC | 11,065 | $1.08M | 0.94% | +1,335+13.7% | Added |
| River Street Advisors LLC | 11,124 | $1.09M | 0.47% | −884−7.4% | Reduced |
| Carson Advisory Inc. | 11,126 | $1.09M | 0.69% | +533+5.0% | Added |
| San Luis Wealth Advisors LLC | 11,129 | $1.09M | 0.23% | +7+0.1% | Added |
| Second Half Financial Partners, LLC | 11,137 | $1.09M | 0.51% | −257−2.3% | Reduced |
| Aspen Wealth Strategies, LLC | 11,145 | $1.09M | 0.66% | −4,859−30.4% | Reduced |
| Rogco, LP | 11,151 | $1.09M | 0.41% | +2,802+33.6% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 11,184 | $1.09M | 0.57% | −645−5.5% | Reduced |
| Autumn Glory Partners, LLC | 11,211 | $1.10M | 0.51% | −2,657−19.2% | Reduced |
| Firethorn Wealth Partners, LLC | 11,235 | $1.10M | 0.48% | +130+1.2% | Added |
| Wealth Effects LLC | 11,240 | $1.10M | 0.41% | −411−3.5% | Reduced |
| Tounjian Advisory Partners, LLC | 12,524 | $1.10M | 0.21% | −86−0.7% | Reduced |
| Emprise Bank | 11,248 | $1.10M | 0.53% | −1,003−8.2% | Reduced |
| Triangle Securities Wealth Management | 11,255 | $1.10M | 0.27% | −2,387−17.5% | Reduced |
| Center for Financial Planning, Inc. | 11,286 | $1.10M | 0.13% | +401+3.7% | Added |
| Sustainable Insight Capital Management, LLC | 11,291 | $1.10M | 0.50% | −17,593−60.9% | Reduced |
| LexAurum Advisors, LLC | 11,318 | $1.11M | 0.17% | +214+1.9% | Added |
| Hunter Associates Investment Management LLC | 11,356 | $1.11M | 0.16% | −27−0.2% | Reduced |
| Integral Investment Advisors, Inc. | 11,325 | $1.11M | 0.32% | −887−7.3% | Reduced |
| Strategic Advisors LLC | 11,340 | $1.11M | 0.22% | +561+5.2% | Added |
| Severin Investments, LLC | 11,343 | $1.11M | 1.04% | −2,203−16.3% | Reduced |
| Cahaba Wealth Management, Inc. | 11,382 | $1.11M | 0.09% | −956−7.7% | Reduced |
| Puzo Michael J | 11,400 | $1.11M | 0.32% | −600−5.0% | Reduced |
| Montgomery Investment Management Inc | 11,413 | $1.12M | 0.43% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 11,425 | $1.12M | 0.37% | +688+6.4% | Added |
| Kelman-Lazarov, Inc. | 11,449 | $1.12M | 0.18% | +182+1.6% | Added |
| Retirement Planning Co of New England, Inc. | 11,452 | $1.12M | 0.50% | −40.0% | Reduced |
| GTS Securities LLC | 11,462 | $1.12M | 0.05% | −32,638−74.0% | Reduced |
| Boyd Watterson Asset Management LLC | 11,471 | $1.12M | 0.35% | 00.0% | Unchanged |
| Carr Financial Group Corp | 11,472 | $1.12M | 0.33% | −646−5.3% | Reduced |
| Pacific Sage Partners, LLC | 11,497 | $1.12M | 0.22% | +65+0.6% | Added |
| Strategic Investment Solutions, Inc. | 11,511 | $1.13M | 0.34% | −275−2.3% | Reduced |
| Petra Financial Advisors Inc | 11,514 | $1.13M | 0.71% | +6,154+114.8% | Added |
| Tiemann Investment Advisors, LLC | 11,564 | $1.13M | 0.46% | +126+1.1% | Added |
| Clare Market Investments LLC | 11,575 | $1.13M | 0.25% | +34+0.3% | Added |
| American Trust | 11,594 | $1.13M | 0.11% | −676−5.5% | Reduced |
| Stone Point Wealth LLC | 11,600 | $1.13M | 0.35% | 00.0% | Unchanged |
| Marest Capital, LLC | 11,667 | $1.14M | 0.89% | +60+0.5% | Added |
| Wealth Management Nebraska | 11,730 | $1.14M | 0.15% | −147−1.2% | Reduced |
| WNY Asset Management, LLC | 11,676 | $1.14M | 0.13% | −172−1.5% | Reduced |
| Excalibur Management Corp | 11,698 | $1.14M | 0.43% | −10−0.1% | Reduced |
| Onefund, LLC | 11,704 | $1.14M | 0.82% | −44−0.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 11,700 | $1.14M | 0.14% | 00.0% | Unchanged |
| DF Dent & Co Inc | 11,737 | $1.15M | 0.01% | −76−0.6% | Reduced |
| Cardiff Park Advisors, LLC | 11,758 | $1.15M | 0.10% | −127−1.1% | Reduced |
| Oak Asset Management, LLC | 11,768 | $1.15M | 0.41% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 11,794 | $1.15M | 0.96% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 11,826 | $1.16M | 0.71% | −450−3.7% | Reduced |
| Modus Advisors, LLC | 11,863 | $1.16M | 0.34% | +212+1.8% | Added |
| Capital Markets Trading UK LLP | 11,875 | $1.16M | 1.32% | +4,443+59.8% | Added |
| Mainsail Financial Group, LLC | 12,186 | $1.16M | 0.54% | −21−0.2% | Reduced |
| Avondale Wealth Management | 11,900 | $1.16M | 0.65% | +750+6.7% | Added |
| BSW Wealth Partners | 11,903 | $1.16M | 0.16% | +40+0.3% | Added |
| Howard Capital Management Group, LLC | 11,906 | $1.16M | 0.08% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 11,925 | $1.17M | 0.91% | −432−3.5% | Reduced |
| KLCM Advisors, Inc. | 11,927 | $1.17M | 0.12% | −455−3.7% | Reduced |
| Tevis Investment Management | 11,939 | $1.17M | 0.75% | −3,439−22.4% | Reduced |
| Viawealth, LLC | 12,003 | $1.17M | 0.69% | −1,568−11.6% | Reduced |
| Cladis Investment Advisory, LLC | 12,030 | $1.18M | 0.74% | −14−0.1% | Reduced |
| True North Advisors, LLC | 12,035 | $1.18M | 0.23% | +5,678+89.3% | Added |
| Steadtrust LLC | 12,049 | $1.18M | 0.93% | +12,049 | New |
| Astoria Portfolio Advisors LLC. | 12,247 | $1.18M | 0.33% | +32+0.3% | Added |
| First Financial Corp | 12,099 | $1.18M | 0.53% | −246−2.0% | Reduced |
| Arnhold LLC | 12,114 | $1.18M | 0.11% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 12,118 | $1.18M | 0.39% | +365+3.1% | Added |
| Integrated Investment Consultants, LLC | 12,131 | $1.19M | 0.23% | −4,913−28.8% | Reduced |
| Eaton Financial Holdings Company, LLC | 12,159 | $1.19M | 0.37% | −5,849−32.5% | Reduced |