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; 4,425 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
- 1,682 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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 |
|---|---|---|---|---|---|
| Kings Path Partners LLC | 746 | $72.9K | 0.03% | +125+20.1% | Added |
| S&T Bank | 748 | $73.1K | 0.02% | +32+4.5% | Added |
| Putney Financial Group LLC | 777 | $76.0K | 0.08% | −165−17.5% | Reduced |
| Riverview Trust Co | 786 | $76.9K | 0.10% | −3,958−83.4% | Reduced |
| Tidemark, LLC | 787 | $77.0K | 0.02% | +33+4.4% | Added |
| Lynch Asset Management, Inc. | 800 | $78.2K | 0.03% | +800 | New |
| Aspect Partners, LLC | 808 | $79.0K | 0.04% | +176+27.8% | Added |
| Cedar Wealth Management, LLC | 824 | $80.6K | 0.03% | +146+21.5% | Added |
| Robinswood Financial LLC | 826 | $80.8K | 0.03% | +101+13.9% | Added |
| Salomon & Ludwin, LLC | 834 | $81.4K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 851 | $83.2K | 0.06% | +1+0.1% | Added |
| FSA Wealth Management LLC | 851 | $83.2K | 0.03% | +1+0.1% | Added |
| MPWM Advisory Solutions, LLC | 900 | $88.0K | 0.06% | −1,114−55.3% | Reduced |
| Lowe Wealth Advisors, LLC | 915 | $89.4K | 0.03% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 917 | $89.7K | 0.06% | +157+20.7% | Added |
| Howard Hughes Medical Institute | 937 | $91.6K | 0.04% | +937 | New |
| Loomis Sayles & Co L P | 944 | $92.3K | 0.00% | −38,944−97.6% | Reduced |
| HighMark Wealth Management LLC | 946 | $92.5K | 0.05% | +2+0.2% | Added |
| Rialto Wealth Management, LLC | 950 | $92.9K | 0.03% | +72+8.2% | Added |
| LGT Financial Advisors LLC | 952 | $93.1K | 0.24% | +26+2.8% | Added |
| Union Savings Bank | 973 | $95.3K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 986 | $96.4K | 0.02% | +800+430.1% | Added |
| 10Elms LLP | 990 | $96.8K | 0.09% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,021 | $99.8K | 0.03% | +144+16.4% | Added |
| CKW Financial Group | 1,050 | $103.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,062 | $104.0K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,075 | $105.1K | 0.09% | +414+62.6% | Added |
| Piscataqua Savings Bank | 1,085 | $106.1K | 0.09% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,095 | $107.0K | 0.09% | +1+0.1% | Added |
| Traub Capital Management LLC | 1,095 | $107.1K | 0.10% | +1,095 | New |
| Perkins Coie Trust Co | 1,112 | $108.7K | 0.02% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 1,143 | $111.8K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,179 | $115.2K | 0.04% | +78+7.1% | Added |
| Nexus Investment Management ULC | 1,185 | $115.9K | 0.02% | +630+113.5% | Added |
| Thompson Investment Management, Inc. | 1,186 | $115.9K | 0.02% | +441+59.2% | Added |
| Conquis Financial LLC | 1,200 | $117.3K | 0.11% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,204 | $117.8K | 0.03% | +79+7.0% | Added |
| Highline Wealth Partners LLC | 1,228 | $120.1K | 0.04% | +295+31.6% | Added |
| Valued Wealth Advisors LLC | 1,236 | $120.8K | 0.06% | −24−1.9% | Reduced |
| Princeton Global Asset Management LLC | 1,259 | $123.1K | 0.02% | +348+38.2% | Added |
| Nalls Sherbakoff Group, LLC | 1,287 | $125.9K | 0.09% | −201−13.5% | Reduced |
| Gitterman Wealth Management, LLC | 1,293 | $126.4K | 0.03% | +1,293 | New |
| Ramirez Asset Management, Inc. | 1,300 | $127.1K | 0.02% | −100−7.1% | Reduced |
| Evolution Wealth Management Inc. | 1,327 | $129.8K | 0.16% | +1,327 | New |
| Global Wealth Strategies & Associates | 1,339 | $130.9K | 0.04% | −251−15.8% | Reduced |
| DAGCO, Inc. | 1,360 | $133.0K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,369 | $133.9K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,385 | $135.4K | 0.07% | +7+0.5% | Added |
| Investment Research & Advisory Group, Inc. | 1,391 | $136.1K | 0.05% | +420+43.3% | Added |
| Cape Investment Advisory, Inc. | 1,412 | $138.1K | 0.05% | −542−27.7% | Reduced |
| Red Tortoise LLC | 1,449 | $141.7K | 0.07% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,459 | $142.6K | 0.04% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,106 | $142.6K | 0.08% | +14+0.7% | Added |
| CGC Financial Services, LLC | 1,470 | $143.7K | 0.05% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1,486 | $145.3K | 0.12% | +153+11.5% | Added |
| Shelton Wealth Management, LLC | 1,507 | $147.4K | 0.07% | +1,507 | New |
| Iron Horse Wealth Management, LLC | 1,517 | $148.3K | 0.04% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,525 | $149.0K | 0.01% | +14+0.9% | Added |
| Graney & King, LLC | 1,536 | $150.2K | 0.10% | +128+9.1% | Added |
| Tacita Capital Inc | 1,545 | $151.1K | 0.10% | +945+157.5% | Added |
| SJS Investment Consulting Inc. | 1,562 | $152.7K | 0.02% | −96−5.8% | Reduced |
| USA Financial Portformulas Corp | 1,563 | $152.8K | 0.03% | −10,658−87.2% | Reduced |
| Bell Investment Advisors, Inc | 1,579 | $154.4K | 0.03% | +158+11.1% | Added |
| Cedar Mountain Advisors, LLC | 1,625 | $158.9K | 0.03% | 00.0% | Unchanged |
| Kilter Group LLC | 1,626 | $159.0K | 0.07% | +1,626 | New |
| Luken Investment Analytics, LLC | 1,638 | $160.2K | 0.07% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,554 | $161.2K | 0.10% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,711 | $167.3K | 0.12% | +19+1.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,752 | $171.3K | 0.09% | +420+31.5% | Added |
| Quest 10 Wealth Builders, Inc. | 1,794 | $175.4K | 0.17% | +376+26.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,801 | $176.1K | 0.03% | −146,820−98.8% | Reduced |
| Fairman Group, LLC | 1,806 | $176.6K | 0.15% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,811 | $177.1K | 0.07% | +31+1.7% | Added |
| Gladwyn Financial Advisors, Inc. | 1,823 | $178.3K | 0.14% | +1,823 | New |
| Clarity Asset Management, Inc. | 1,849 | $180.8K | 0.11% | +6+0.3% | Added |
| Essential Partners LLC | 1,861 | $182.0K | 0.07% | +1,861 | New |
| Activest Wealth Management | 1,893 | $185.1K | 0.04% | −508−21.2% | Reduced |
| Raffa Wealth Management, LLC | 1,915 | $187.3K | 0.04% | +1,115+139.4% | Added |
| Breakwater Investment Management | 1,946 | $190.3K | 0.07% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 2,115 | $191.1K | 0.11% | 00.0% | Unchanged |
| Maseco LLP | 1,963 | $191.9K | 0.01% | +1,963 | New |
| IMG Wealth Management, Inc. | 1,977 | $193.3K | 0.15% | +320+19.3% | Added |
| Wealth Preservation Advisors, LLC | 1,979 | $193.5K | 0.12% | −10−0.5% | Reduced |
| C M Bidwell & Associates Ltd | 1,980 | $193.6K | 0.10% | −9−0.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,987 | $194.3K | 0.05% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,873 | $194.3K | 0.02% | 00.0% | Unchanged |
| Gladstone Capital Management LLP | 2,014 | $196.9K | 0.02% | −2,013−50.0% | Reduced |
| Canton Hathaway, LLC | 2,016 | $197.0K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,029 | $198.4K | 0.15% | +375+22.7% | Added |
| Presilium Private Wealth, LLC | 2,052 | $200.6K | 0.04% | +2,052 | New |
| Note Advisors, LLC | 2,052 | $200.7K | 0.14% | +2,052 | New |
| MGO Private Wealth, LLC | 2,055 | $200.9K | 0.13% | +2,055 | New |
| WJ Wealth Management, LLC | 2,060 | $201.4K | 0.06% | +2,060 | New |
| Retirement Income Solutions, Inc | 2,061 | $201.5K | 0.04% | +2,061 | New |
| jvl associates llc | 2,064 | $201.8K | 0.07% | +2,064 | New |
| Dupree Financial Group, LLC | 2,075 | $202.9K | 0.08% | +2,075 | New |
| North Capital, Inc. | 2,078 | $203.1K | 0.18% | −51−2.4% | Reduced |
| Silicon Valley Capital Partners | 2,079 | $203.3K | 0.02% | +79+4.0% | Added |
| RAM Investment Partners, LLC | 2,083 | $203.7K | 0.04% | +2,083 | New |
| Tandem Financial, LLC | 2,083 | $203.7K | 0.19% | +2,083 | New |