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 8 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
- 3,976
- +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
- 1,681 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 |
|---|---|---|---|---|---|
| Prostatis Group LLC | 12,172 | $1.19M | 0.34% | −1,431−10.5% | Reduced |
| Pinnacle Holdings, LLC | 12,173 | $1.19M | 0.43% | +522+4.5% | Added |
| Paragon Capital Management Ltd | 12,177 | $1.19M | 0.22% | 00.0% | Unchanged |
| State of Wyoming | 12,177 | $1.19M | 0.15% | +3,928+47.6% | Added |
| Birch Hill Investment Advisors LLC | 12,192 | $1.19M | 0.05% | +955+8.5% | Added |
| South Plains Financial, Inc. | 12,202 | $1.19M | 0.84% | +595+5.1% | Added |
| Good Steward Wealth Advisors,LLC | 12,207 | $1.19M | 0.94% | −1,670−12.0% | Reduced |
| AA Financial Advisors, LLC | 12,212 | $1.19M | 0.26% | −1,848−13.1% | Reduced |
| Jupiter Wealth Management LLC | 11,832 | $1.19M | 0.60% | +1,900+19.1% | Added |
| L.K. Benson & Company, P.C. | 12,225 | $1.20M | 0.73% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 12,233 | $1.20M | 0.55% | −783−6.0% | Reduced |
| Greenfield Savings Bank | 12,234 | $1.20M | 0.54% | +141+1.2% | Added |
| Investors Research Corp | 12,261 | $1.20M | 0.24% | +60.0% | Added |
| Centennial Bank | 12,281 | $1.20M | 0.50% | +224+1.9% | Added |
| Mainstream Capital Management LLC | 12,284 | $1.20M | 0.87% | −61−0.5% | Reduced |
| Childress Capital Advisors, LLC | 12,297 | $1.20M | 0.30% | +2,146+21.1% | Added |
| MN Wealth Advisors, LLC | 12,300 | $1.20M | 0.70% | +751+6.5% | Added |
| Reynders McVeigh Capital Management, LLC | 12,309 | $1.20M | 0.06% | −626−4.8% | Reduced |
| Valley National Advisers Inc | 12,343 | $1.21M | 0.20% | +316+2.6% | Added |
| Transatlantique Private Wealth LLC | 12,354 | $1.21M | 0.44% | −3,996−24.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 12,362 | $1.21M | 0.26% | +2,341+23.4% | Added |
| Winch Advisory Services, LLC | 12,369 | $1.21M | 0.30% | +71+0.6% | Added |
| Algert Global LLC | 12,372 | $1.21M | 0.03% | −653−5.0% | Reduced |
| Cromwell Holdings LLC | 12,383 | $1.21M | 0.73% | +436+3.6% | Added |
| Family Management Corp | 12,398 | $1.21M | 0.18% | +7+0.1% | Added |
| Riverbend Wealth Management, LLC | 12,430 | $1.22M | 0.92% | +554+4.7% | Added |
| EPG Wealth Management LLC | 12,450 | $1.22M | 0.37% | −828−6.2% | Reduced |
| R Squared Ltd | 12,458 | $1.22M | 0.67% | −92−0.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 12,461 | $1.22M | 0.40% | +185+1.5% | Added |
| Bay Rivers Group | 12,473 | $1.22M | 0.56% | +335+2.8% | Added |
| Cary Street Partner Investment Advisory LLC | 12,474 | $1.22M | 0.59% | +1,097+9.6% | Added |
| KFA Private Wealth Group, LLC | 12,484 | $1.22M | 0.38% | +6,005+92.7% | Added |
| Triad Wealth Partners, LLC | 12,496 | $1.22M | 0.25% | +2,140+20.7% | Added |
| Peak Planning Group, LLC | 12,514 | $1.22M | 0.78% | −4,842−27.9% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 12,523 | $1.22M | 0.18% | +2,926+30.5% | Added |
| RW Investment Management LLC | 12,556 | $1.23M | 0.14% | +10+0.1% | Added |
| 5T Wealth, LLC | 12,555 | $1.23M | 0.63% | −340−2.6% | Reduced |
| Virtue Capital Management, LLC | 12,565 | $1.23M | 0.23% | −10,786−46.2% | Reduced |
| Harbour Trust & Investment Management Co | 12,580 | $1.23M | 0.14% | −558−4.2% | Reduced |
| Fort Sheridan Advisors LLC | 12,597 | $1.23M | 0.18% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 12,609 | $1.23M | 0.16% | −10,293−44.9% | Reduced |
| Pecaut & Co. | 12,613 | $1.23M | 0.41% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 12,613 | $1.23M | 0.11% | +20+0.2% | Added |
| Tectonic Advisors LLC | 12,617 | $1.23M | 0.07% | −66−0.5% | Reduced |
| Sanders Morris Harris LLC | 12,624 | $1.23M | 0.29% | −1,983−13.6% | Reduced |
| Violich Capital Management, Inc. | 12,625 | $1.23M | 0.17% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 12,627 | $1.23M | 0.32% | +259+2.1% | Added |
| Smith Shellnut Wilson LLC | 12,639 | $1.24M | 0.54% | −1,832−12.7% | Reduced |
| TSFG, LLC | 12,636 | $1.24M | 0.22% | +28+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 12,645 | $1.24M | 0.76% | −425−3.3% | Reduced |
| Capital Performance Advisors LLP | 12,654 | $1.24M | 0.24% | +1,180+10.3% | Added |
| Holcombe Financial, Inc. | 12,675 | $1.24M | 0.93% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 12,677 | $1.24M | 0.11% | +3,695+41.1% | Added |
| Hudock, Inc. | 12,682 | $1.24M | 0.20% | −90−0.7% | Reduced |
| Clear Creek Financial Management, LLC | 12,743 | $1.25M | 0.12% | +90+0.7% | Added |
| MUFG Securities EMEA plc | 12,767 | $1.25M | 0.06% | +12,767 | New |
| Paladin Wealth, LLC | 12,786 | $1.25M | 0.97% | −410−3.1% | Reduced |
| O'Rourke & Company, Inc | 12,824 | $1.25M | 0.59% | +14+0.1% | Added |
| 4WEALTH Advisors, Inc. | 12,858 | $1.26M | 1.31% | −1,272−9.0% | Reduced |
| Hardy Reed LLC | 12,877 | $1.26M | 0.10% | +248+2.0% | Added |
| InvesTrust | 12,894 | $1.26M | 0.49% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 12,902 | $1.26M | 0.57% | −364−2.7% | Reduced |
| Capital & Planning, LLC | 12,903 | $1.26M | 0.86% | −683−5.0% | Reduced |
| CCG Wealth Management, LLC | 12,908 | $1.26M | 0.67% | +93+0.7% | Added |
| Lazari Capital Management, Inc. | 12,956 | $1.27M | 0.48% | −33−0.3% | Reduced |
| Quest Partners LLC | 12,994 | $1.27M | 0.12% | +5,527+74.0% | Added |
| Seamount Financial Group Inc | 12,997 | $1.27M | 0.65% | +1,849+16.6% | Added |
| Sivia Capital Partners, LLC | 13,008 | $1.27M | 0.43% | +116+0.9% | Added |
| Legacy Financial Group, Inc. | 13,012 | $1.27M | 0.38% | −10,737−45.2% | Reduced |
| Kidder Stephen W | 13,015 | $1.27M | 0.38% | −300−2.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 13,020 | $1.27M | 0.35% | −910−6.5% | Reduced |
| Hendershot Investments Inc. | 13,033 | $1.27M | 0.17% | +139+1.1% | Added |
| Guidance Capital, Inc | 12,964 | $1.28M | 0.36% | +99+0.8% | Added |
| Atom Investors LP | 13,082 | $1.28M | 0.11% | +3,223+32.7% | Added |
| Asset Management Group, Inc. | 13,091 | $1.28M | 0.22% | +68+0.5% | Added |
| 626 Financial, LLC | 13,132 | $1.28M | 0.60% | +16+0.1% | Added |
| Armstrong Advisory Group, Inc | 13,167 | $1.29M | 0.10% | −349−2.6% | Reduced |
| InTrack Investment Management Inc | 13,190 | $1.29M | 0.87% | +202+1.6% | Added |
| UMA Financial Services, Inc. | 13,205 | $1.29M | 0.20% | +1,234+10.3% | Added |
| S.A. Mason LLC | 13,243 | $1.29M | 0.63% | +62+0.5% | Added |
| W Advisors, LLC | 13,288 | $1.30M | 0.75% | −153−1.1% | Reduced |
| Waycross Investment Management Co | 13,291 | $1.30M | 1.35% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 13,322 | $1.30M | 0.62% | +367+2.8% | Added |
| City State Bank | 13,338 | $1.30M | 0.41% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 13,377 | $1.31M | 0.42% | +26+0.2% | Added |
| Gilman Hill Asset Management, LLC | 13,398 | $1.31M | 0.21% | +1,782+15.3% | Added |
| Aspiriant, LLC | 13,431 | $1.31M | 0.04% | −28−0.2% | Reduced |
| Old North State Trust, LLC | 13,435 | $1.31M | 0.90% | −534−3.8% | Reduced |
| WESPAC Advisors, LLC | 13,441 | $1.31M | 0.92% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 12,682 | $1.32M | 0.34% | +707+5.9% | Added |
| Convergence Financial, LLC | 13,464 | $1.32M | 0.23% | +2,598+23.9% | Added |
| Lakeshore Capital Group, Inc. | 13,480 | $1.32M | 1.17% | −1,460−9.8% | Reduced |
| Seven Mile Advisory | 13,498 | $1.32M | 0.79% | −44−0.3% | Reduced |
| Corient IA LLC | 13,500 | $1.32M | 0.78% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 13,518 | $1.32M | 0.39% | +2,147+18.9% | Added |
| Strategic Investment Advisors | 13,567 | $1.33M | 0.13% | +348+2.6% | Added |
| Winthrop Capital Management, LLC | 13,569 | $1.33M | 0.34% | −2,763−16.9% | Reduced |
| Camden National Bank | 13,573 | $1.33M | 0.19% | −632−4.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 13,598 | $1.33M | 0.17% | +252+1.9% | Added |
| Cercano Management LLC | 13,635 | $1.33M | 0.04% | 00.0% | Unchanged |