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 |
|---|---|---|---|---|---|
| North Star Asset Management Inc | 13,660 | $1.34M | 0.06% | +1,159+9.3% | Added |
| Cushing Capital Partners, LLC | 13,664 | $1.34M | 1.13% | −164−1.2% | Reduced |
| Red Mountain Financial, LLC | 13,692 | $1.34M | 1.49% | +1,226+9.8% | Added |
| Clarus Group, Inc. | 13,696 | $1.34M | 0.49% | +448+3.4% | Added |
| Prentice Wealth Management LLC | 13,719 | $1.34M | 0.35% | −486−3.4% | Reduced |
| LOM Asset Management Ltd | 13,745 | $1.34M | 0.45% | +13,745 | New |
| CORDA Investment Management, LLC. | 13,789 | $1.35M | 0.10% | −1,232−8.2% | Reduced |
| Crumly & Associates Inc. | 13,792 | $1.35M | 0.33% | −640−4.4% | Reduced |
| Worth Financial Advisory Group, LLC | 13,800 | $1.35M | 0.83% | +304+2.3% | Added |
| Generation Capital Management LLC | 13,804 | $1.35M | 1.07% | +88+0.6% | Added |
| Summit Wealth Group LLC | 13,823 | $1.35M | 0.34% | +13,823 | New |
| Wincap Financial LLC | 13,867 | $1.36M | 1.09% | −1,211−8.0% | Reduced |
| Jarislowsky, Fraser Ltd | 13,868 | $1.36M | 0.01% | −475−3.3% | Reduced |
| KPP Advisory Services LLC | 13,873 | $1.36M | 0.22% | −73−0.5% | Reduced |
| Castlekeep Investment Advisors LLC | 13,879 | $1.36M | 0.66% | +1,278+10.1% | Added |
| Wealth Management Associates, Inc. | 13,879 | $1.36M | 0.53% | −452−3.2% | Reduced |
| Morris Retirement Advisors, LLC | 13,899 | $1.36M | 0.64% | −1,045−7.0% | Reduced |
| Chapin Davis, Inc. | 13,904 | $1.36M | 0.38% | −687−4.7% | Reduced |
| N.E.W. Advisory Services LLC | 13,932 | $1.36M | 0.13% | −15,064−52.0% | Reduced |
| Waterfront Wealth Inc. | 13,991 | $1.37M | 0.31% | −50.0% | Reduced |
| Veracity Capital LLC | 14,015 | $1.37M | 0.48% | +38+0.3% | Added |
| Wiser Advisor Group LLC | 14,028 | $1.37M | 2.38% | +422+3.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,039 | $1.37M | 0.55% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 14,058 | $1.37M | 0.86% | −196−1.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 14,061 | $1.37M | 0.79% | +547+4.0% | Added |
| MBL Wealth, LLC | 14,082 | $1.38M | 0.13% | +484+3.6% | Added |
| Banco de Sabadell, S.A | 14,123 | $1.38M | 0.95% | +14,123 | New |
| Knollwood Investment Advisory, LLC | 14,157 | $1.38M | 0.13% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14,177 | $1.39M | 0.26% | +1,807+14.6% | Added |
| Annex Advisory Services, LLC | 14,205 | $1.39M | 0.03% | −2,733−16.1% | Reduced |
| Shell Asset Management Co | 14,240 | $1.39M | 0.05% | −10,620−42.7% | Reduced |
| Hartford Funds Management Co LLC | 14,246 | $1.39M | 0.12% | +1,436+11.2% | Added |
| Brandywine Oak Private Wealth LLC | 14,268 | $1.40M | 0.13% | +946+7.1% | Added |
| Solstein Capital, LLC | 14,284 | $1.40M | 0.72% | +13+0.1% | Added |
| Sawgrass Asset Management LLC | 14,298 | $1.40M | 0.16% | +14,298 | New |
| ProVise Management Group, LLC | 14,301 | $1.40M | 0.11% | −1,039−6.8% | Reduced |
| Versant Capital Management, Inc | 14,315 | $1.40M | 0.21% | −1,845−11.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 14,325 | $1.40M | 0.26% | +14,325 | New |
| Cornerstone Advisory, LLC | 14,338 | $1.40M | 0.15% | −148−1.0% | Reduced |
| Byrne Asset Management LLC | 14,341 | $1.40M | 0.94% | −1,105−7.2% | Reduced |
| Patriot Investment Management Inc. | 14,350 | $1.40M | 0.10% | +919+6.8% | Added |
| Maripau Wealth Management LLC | 14,369 | $1.41M | 0.71% | +1,185+9.0% | Added |
| LCNB Corp | 14,400 | $1.41M | 0.50% | −1,000−6.5% | Reduced |
| Anfield Capital Management, LLC | 14,407 | $1.41M | 0.47% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 14,431 | $1.41M | 0.84% | +1,097+8.2% | Added |
| Richards, Merrill & Peterson, Inc. | 14,433 | $1.41M | 0.67% | −118−0.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 14,438 | $1.41M | 0.82% | +534+3.8% | Added |
| Maryland Capital Advisors Inc. | 14,487 | $1.42M | 0.56% | +9,666+200.5% | Added |
| Concentrum Wealth Management | 14,512 | $1.42M | 0.45% | +2,291+18.7% | Added |
| Ellenbecker Investment Group | 14,514 | $1.42M | 0.23% | +347+2.4% | Added |
| MSH Capital Advisors LLC | 14,562 | $1.42M | 0.41% | −285−1.9% | Reduced |
| Axq Capital, LP | 14,567 | $1.42M | 0.46% | +14,567 | New |
| Virtus Investment Advisers, Inc. | 14,573 | $1.42M | 0.48% | −29−0.2% | Reduced |
| Wimmer Associates 1, LLC | 14,574 | $1.43M | 0.73% | −112−0.8% | Reduced |
| Linscomb & Williams, Inc. | 14,599 | $1.43M | 0.07% | −3,074−17.4% | Reduced |
| Cypress Wealth Services, LLC | 14,606 | $1.43M | 0.26% | +458+3.2% | Added |
| Traphagen Investment Advisors LLC | 14,617 | $1.43M | 0.14% | +1,219+9.1% | Added |
| Leigh Baldwin & Co., LLC | 14,668 | $1.43M | 0.94% | +223+1.5% | Added |
| McKinley Carter Wealth Services, Inc. | 14,718 | $1.44M | 0.08% | +11+0.1% | Added |
| ORG Wealth Partners, LLC | 14,666 | $1.44M | 0.34% | −33,274−69.4% | Reduced |
| SOL Capital Management CO | 14,767 | $1.44M | 0.14% | −93−0.6% | Reduced |
| Element Wealth, LLC | 14,774 | $1.44M | 0.66% | +7,907+115.1% | Added |
| Boston Trust Walden Corp | 14,776 | $1.44M | 0.01% | −24−0.2% | Reduced |
| Lee Financial Co | 14,779 | $1.45M | 0.21% | +838+6.0% | Added |
| Schear Investment Advisers, LLC | 14,789 | $1.45M | 0.72% | +407+2.8% | Added |
| Embree Financial Group | 14,798 | $1.45M | 0.22% | +4,130+38.7% | Added |
| Lake Street Financial LLC | 14,808 | $1.45M | 0.21% | +461+3.2% | Added |
| Alta Wealth Advisors LLC | 14,834 | $1.45M | 0.68% | −16−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 14,748 | $1.45M | 0.04% | +1,287+9.6% | Added |
| Pin Oak Investment Advisors Inc | 16,537 | $1.45M | 1.23% | −100−0.6% | Reduced |
| Lord & Richards Wealth Management, LLC | 14,847 | $1.45M | 1.52% | +1,765+13.5% | Added |
| W.H. Cornerstone Investments Inc. | 14,849 | $1.45M | 0.92% | +73+0.5% | Added |
| Pallas Capital Advisors LLC | 14,891 | $1.46M | 0.06% | +1,149+8.4% | Added |
| Tactive Advisors, LLC | 14,985 | $1.47M | 0.47% | +14,985 | New |
| UBS Oconnor LLC | 15,000 | $1.47M | 0.04% | −15,000−50.0% | Reduced |
| Monetta Financial Services Inc | 15,000 | $1.47M | 1.07% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 15,000 | $1.47M | 0.08% | +2,150+16.7% | Added |
| Bank of Jackson Hole Trust | 15,003 | $1.47M | 0.83% | +1,535+11.4% | Added |
| Bingham Private Wealth, LLC | 15,038 | $1.47M | 1.40% | +347+2.4% | Added |
| Fox Hill Wealth Management | 15,039 | $1.47M | 0.76% | −43−0.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 15,048 | $1.47M | 0.14% | −17,665−54.0% | Reduced |
| Atlas Capital Advisors LLC | 15,048 | $1.47M | 0.18% | −887−5.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 15,078 | $1.47M | 1.07% | −317−2.1% | Reduced |
| Jackson Wealth Management, LLC | 15,088 | $1.48M | 0.16% | −212−1.4% | Reduced |
| Wrapmanager Inc | 15,084 | $1.48M | 0.36% | +246+1.7% | Added |
| River Wealth Advisors LLC | 15,095 | $1.48M | 0.18% | +5,303+54.2% | Added |
| American Capital Advisory, LLC | 15,145 | $1.48M | 0.74% | +180+1.2% | Added |
| Augustine Asset Management Inc | 15,155 | $1.48M | 0.40% | +744+5.2% | Added |
| Ullmann Financial Group, Inc. | 15,160 | $1.48M | 0.18% | −105−0.7% | Reduced |
| Curbstone Financial Management Corp | 15,168 | $1.48M | 0.30% | +490+3.3% | Added |
| Delap Wealth Advisory, LLC | 15,174 | $1.48M | 0.71% | −244−1.6% | Reduced |
| Compass Financial Group, INC | 15,194 | $1.49M | 0.24% | +163+1.1% | Added |
| Milestone Asset Management, LLC | 15,196 | $1.49M | 0.31% | −39,463−72.2% | Reduced |
| Mount Lucas Management LP | 15,205 | $1.49M | 0.71% | −2,375−13.5% | Reduced |
| Titleist Asset Management, LLC | 15,258 | $1.49M | 0.15% | −490−3.1% | Reduced |
| Probity Advisors, Inc. | 15,258 | $1.49M | 0.26% | −702−4.4% | Reduced |
| Summa Corp. | 15,320 | $1.50M | 0.78% | −742−4.6% | Reduced |
| Marino, Stram & Associates LLC | 15,363 | $1.50M | 0.30% | +28+0.2% | Added |
| Fearless Solutions, LLC dba Best Invest | 15,383 | $1.50M | 1.05% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 15,419 | $1.51M | 0.20% | +225+1.5% | Added |