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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 15,435 | $1.51M | 0.25% | +55+0.4% | Added |
| Sunburst Financial Group, LLC | 15,440 | $1.51M | 0.34% | +549+3.7% | Added |
| Argus Investors' Counsel, Inc. | 15,448 | $1.51M | 1.07% | +4,384+39.6% | Added |
| Aventura Private Wealth, LLC | 15,461 | $1.51M | 0.65% | +6,696+76.4% | Added |
| MONECO Advisors, LLC | 15,482 | $1.51M | 0.14% | +456+3.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 15,530 | $1.52M | 0.01% | −40.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 15,564 | $1.52M | 0.39% | +15,564 | New |
| CRA Financial Services, LLC | 15,608 | $1.53M | 0.23% | +487+3.2% | Added |
| Garrett Wealth Advisory Group, LLC | 15,652 | $1.53M | 0.32% | +1,141+7.9% | Added |
| Murphy Pohlad Asset Management LLC | 15,687 | $1.53M | 0.65% | −310−1.9% | Reduced |
| Fulcrum Equity Management | 15,693 | $1.53M | 1.58% | +243+1.6% | Added |
| Colton Groome Financial Advisors, LLC | 15,712 | $1.54M | 0.52% | +766+5.1% | Added |
| Secured Retirement Advisors, LLC | 15,722 | $1.54M | 0.92% | +396+2.6% | Added |
| Connecticut Wealth Management, LLC | 15,761 | $1.54M | 0.07% | +458+3.0% | Added |
| Angeles Wealth Management, LLC | 15,763 | $1.54M | 0.11% | +2,016+14.7% | Added |
| Abbot Financial Management, Inc. | 15,766 | $1.54M | 0.71% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 15,827 | $1.55M | 0.54% | −4,192−20.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 15,848 | $1.55M | 0.11% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 15,865 | $1.55M | 0.43% | −7,885−33.2% | Reduced |
| Point72 Hong Kong Ltd | 15,869 | $1.55M | 0.11% | +15,869 | New |
| IMS Capital Management | 15,916 | $1.56M | 0.73% | −1,521−8.7% | Reduced |
| Pacific Point Advisors, LLC | 15,938 | $1.56M | 0.84% | +238+1.5% | Added |
| Cowa, LLC | 15,933 | $1.56M | 0.59% | +1,216+8.3% | Added |
| Davis R M Inc | 15,999 | $1.56M | 0.03% | +377+2.4% | Added |
| Romano Brothers and Company | 16,000 | $1.56M | 0.19% | −672−4.0% | Reduced |
| Advanced Portfolio Management, LLC | 16,000 | $1.56M | 4.37% | +16,000 | New |
| TownSquare Capital, LLC | 16,036 | $1.57M | 0.15% | −145,726−90.1% | Reduced |
| Cornerstone Enterprises, LLC | 16,037 | $1.57M | 0.84% | +31+0.2% | Added |
| Crescent Sterling, Ltd. | 16,038 | $1.57M | 1.75% | −737−4.4% | Reduced |
| Armor Investment Advisors, LLC | 16,038 | $1.57M | 0.59% | −787−4.7% | Reduced |
| Optas, LLC | 16,058 | $1.57M | 0.30% | −12,667−44.1% | Reduced |
| TFB Advisors LLC | 16,080 | $1.57M | 0.41% | +389+2.5% | Added |
| Verus Capital Partners, LLC | 16,110 | $1.58M | 0.14% | +1,515+10.4% | Added |
| Hartford Financial Management Inc. | 16,110 | $1.58M | 0.43% | 00.0% | Unchanged |
| PFW Advisors LLC | 16,111 | $1.58M | 0.48% | −1,036−6.0% | Reduced |
| Silverlake Wealth Management LLC | 16,174 | $1.58M | 0.47% | +5,148+46.7% | Added |
| Mairs & Power Inc | 16,182 | $1.58M | 0.02% | +1,149+7.6% | Added |
| DT Investment Partners, LLC | 16,197 | $1.58M | 0.14% | −2,311−12.5% | Reduced |
| Somerset Group LLC | 16,212 | $1.59M | 1.34% | +12,327+317.3% | Added |
| Wealth Management Partners, LLC | 16,002 | $1.59M | 0.56% | +132+0.8% | Added |
| Apex Wealth Management, LLC | 16,265 | $1.59M | 1.28% | +933+6.1% | Added |
| Perennial Investment Advisors, LLC | 16,309 | $1.59M | 0.15% | +225+1.4% | Added |
| Crews Bank & Trust | 16,324 | $1.60M | 0.25% | +544+3.4% | Added |
| Norden Group LLC | 16,333 | $1.60M | 0.17% | −2,836−14.8% | Reduced |
| United Bank | 16,344 | $1.60M | 0.19% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 16,354 | $1.60M | 1.11% | +16,354 | New |
| Floyd Financial Group LLC | 16,283 | $1.60M | 1.48% | −1,561−8.7% | Reduced |
| My Legacy Advisors, LLC | 16,908 | $1.60M | 0.57% | +257+1.5% | Added |
| Enhancing Capital LLC | 16,500 | $1.61M | 1.23% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 16,524 | $1.62M | 0.22% | +70+0.4% | Added |
| Foundation Resource Management Inc | 16,547 | $1.62M | 0.25% | −20−0.1% | Reduced |
| Eagle Global Advisors LLC | 16,568 | $1.62M | 0.07% | −2,119−11.3% | Reduced |
| Beaumont Financial Advisors, LLC | 16,575 | $1.62M | 0.12% | +565+3.5% | Added |
| Sheets Smith Wealth Management | 16,602 | $1.62M | 0.19% | −4,373−20.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 16,475 | $1.62M | 0.32% | −2,114−11.4% | Reduced |
| Gould Asset Management LLC | 16,654 | $1.63M | 0.32% | −265−1.6% | Reduced |
| Insight Advisors, LLC | 16,663 | $1.63M | 0.26% | −621−3.6% | Reduced |
| Golden State Wealth Management, LLC | 16,664 | $1.63M | 0.20% | −317−1.9% | Reduced |
| Archetype Wealth Partners | 16,676 | $1.63M | 0.23% | +424+2.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 16,690 | $1.63M | 0.60% | +9+0.1% | Added |
| Aprio Wealth Management, LLC | 16,695 | $1.63M | 0.18% | +1,862+12.6% | Added |
| Dillon & Associates Inc | 16,694 | $1.64M | 0.22% | +91+0.5% | Added |
| Cim Investment Mangement Inc | 16,736 | $1.64M | 0.31% | −73−0.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 16,783 | $1.64M | 0.75% | −475−2.8% | Reduced |
| Fortis Group Advisors, LLC | 16,752 | $1.64M | 0.30% | −3,256−16.3% | Reduced |
| Rossby Financial, LCC | 16,791 | $1.64M | 0.62% | +54+0.3% | Added |
| Papp L Roy & Associates | 16,826 | $1.65M | 0.20% | −200−1.2% | Reduced |
| LSV Asset Management | 16,840 | $1.65M | 0.00% | −3,380−16.7% | Reduced |
| Neville Rodie & Shaw Inc | 16,839 | $1.65M | 0.12% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 16,865 | $1.65M | 0.36% | +12,129+256.1% | Added |
| Laraway Financial Inc | 16,872 | $1.65M | 1.25% | −6,114−26.6% | Reduced |
| Donaldson Capital Management, LLC | 16,878 | $1.65M | 0.06% | −271−1.6% | Reduced |
| Louisbourg Investments Inc. | 17,045 | $1.67M | 0.39% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 17,056 | $1.67M | 0.24% | −800−4.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 17,059 | $1.67M | 0.11% | −1,009−5.6% | Reduced |
| Birchbrook, Inc. | 17,119 | $1.67M | 0.90% | −707−4.0% | Reduced |
| Diamant Asset Management, Inc. | 17,121 | $1.67M | 1.27% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,150 | $1.68M | 0.62% | +140+0.8% | Added |
| Wilson & Boucher Capital Management, LLC | 17,162 | $1.68M | 1.17% | −900−5.0% | Reduced |
| Red Wave Investments LLC | 17,175 | $1.68M | 0.55% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 17,197 | $1.68M | 0.23% | −130−0.8% | Reduced |
| Revisor Wealth Management LLC | 17,756 | $1.68M | 0.61% | +548+3.2% | Added |
| Resonant Capital Advisors, LLC | 17,225 | $1.68M | 0.11% | +4,282+33.1% | Added |
| Tang Capital Management LLC | 17,242 | $1.69M | 0.09% | −6,560−27.6% | Reduced |
| Richard P Slaughter Associates Inc | 17,251 | $1.69M | 0.34% | +1,720+11.1% | Added |
| Fullcircle Wealth LLC | 16,965 | $1.69M | 0.63% | −3,496−17.1% | Reduced |
| D'Orazio & Associates, Inc. | 17,306 | $1.69M | 0.24% | −962−5.3% | Reduced |
| Wisconsin Wealth Advisors, LLC | 17,318 | $1.69M | 1.95% | −982−5.4% | Reduced |
| Cornerstone Select Advisors, LLC | 17,324 | $1.69M | 1.49% | −1,342−7.2% | Reduced |
| Westerkirk Capital Inc. | 17,324 | $1.69M | 0.21% | +17,324 | New |
| Savoie Capital LLC | 17,334 | $1.69M | 0.21% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 17,480 | $1.70M | 0.94% | 00.0% | Unchanged |
| Hilltop Partners LLC | 17,403 | $1.70M | 0.51% | +2,772+18.9% | Added |
| Apella Capital, LLC | 17,183 | $1.71M | 0.05% | +945+5.8% | Added |
| Arthur M. Cohen & Associates, LLC | 17,500 | $1.71M | 0.30% | +200+1.2% | Added |
| Lavaca Capital LLC | 17,570 | $1.72M | 0.70% | +300+1.7% | Added |
| Intact Investment Management Inc. | 17,600 | $1.72M | 0.06% | −3,700−17.4% | Reduced |
| KWB Wealth | 19,707 | $1.73M | 0.21% | −410−2.0% | Reduced |
| Bill Few Associates, Inc. | 17,700 | $1.73M | 0.49% | −776−4.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 17,740 | $1.73M | 0.43% | −432−2.4% | Reduced |