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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| BIP Wealth, LLC | 17,763 | $1.74M | 0.11% | +323+1.9% | Added |
| Relyea Zuckerberg Hanson LLC | 17,853 | $1.75M | 0.20% | +2,010+12.7% | Added |
| Diversified Enterprises, LLC | 17,875 | $1.75M | 0.13% | −1,016−5.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 17,879 | $1.75M | 0.48% | +90+0.5% | Added |
| Wealthspan Partners, LLC | 17,905 | $1.75M | 0.73% | +20.0% | Added |
| Deseret Mutual Benefit Administrators | 17,926 | $1.75M | 0.82% | 00.0% | Unchanged |
| North Dallas Bank & Trust Co | 17,983 | $1.76M | 1.33% | +17,983 | New |
| Rexford Capital Inc | 18,031 | $1.76M | 1.46% | +18,031 | New |
| Spreng Capital Management, Inc. | 18,041 | $1.76M | 0.73% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 18,107 | $1.77M | 0.87% | −450−2.4% | Reduced |
| Rocky Mountain Advisers, LLC | 18,200 | $1.78M | 0.54% | +80.0% | Added |
| Rydar Equities, Inc. | 18,223 | $1.78M | 1.41% | +18,223 | New |
| Williamson Legacy Group, LLC | 18,311 | $1.79M | 1.51% | +2,069+12.7% | Added |
| Personal Cfo Solutions, LLC | 18,376 | $1.80M | 0.33% | −369−2.0% | Reduced |
| St. Louis Trust Co | 18,411 | $1.80M | 0.24% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 18,413 | $1.80M | 0.37% | +9,518+107.0% | Added |
| Bank of Nova Scotia Trust Co | 18,441 | $1.80M | 0.18% | +13,178+250.4% | Added |
| Ahl Investment Management, Inc. | 18,485 | $1.81M | 1.21% | −3,003−14.0% | Reduced |
| MB, Levis & Associates, LLC | 18,490 | $1.81M | 0.79% | +347+1.9% | Added |
| Core Wealth Partners LLC | 18,525 | $1.81M | 0.92% | +3,543+23.6% | Added |
| Procyon Private Wealth Partners, LLC | 18,530 | $1.81M | 0.17% | −18,252−49.6% | Reduced |
| Lifeworks Advisors, LLC | 18,550 | $1.81M | 0.27% | −1,327−6.7% | Reduced |
| First International Bank & Trust | 18,561 | $1.81M | 0.63% | +925+5.2% | Added |
| Evernest Financial Advisors, LLC | 18,594 | $1.82M | 0.59% | +1,221+7.0% | Added |
| BayBridge Capital Group, LLC | 18,598 | $1.82M | 1.17% | +195+1.1% | Added |
| Patron Partners Advisors, LLC | 18,608 | $1.82M | 0.90% | +1,940+11.6% | Added |
| Wolverine Trading, LLC | 18,711 | $1.82M | 0.05% | +18,711 | New |
| Waterway Wealth Management, LLC | 18,623 | $1.82M | 0.55% | +5,544+42.4% | Added |
| Private Wealth Partners, LLC | 18,627 | $1.82M | 0.14% | −200−1.1% | Reduced |
| Insight Wealth Strategies, LLC | 18,561 | $1.82M | 0.23% | −2,988−13.9% | Reduced |
| Slagle Financial, LLC | 18,677 | $1.83M | 0.74% | +500+2.8% | Added |
| Yoffe Investment Management, LLC | 18,686 | $1.83M | 2.50% | +20.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 18,696 | $1.83M | 0.49% | −10.0% | Reduced |
| Financial Engines Advisors L.L.C. | 18,711 | $1.83M | 0.00% | +5,846+45.4% | Added |
| Intrua Financial, LLC | 18,724 | $1.83M | 0.26% | +8,964+91.8% | Added |
| Wealth Architects, LLC | 18,757 | $1.83M | 0.19% | −64−0.3% | Reduced |
| Sovran Advisors, LLC | 18,900 | $1.83M | 0.19% | +229+1.2% | Added |
| Inceptionr LLC | 18,771 | $1.84M | 0.42% | +13,278+241.7% | Added |
| MWA Asset Management | 18,793 | $1.84M | 1.12% | −203−1.1% | Reduced |
| Total Investment Management Inc | 18,805 | $1.84M | 0.27% | +140+0.8% | Added |
| Atlas Brown,Inc. | 18,812 | $1.84M | 0.59% | −471−2.4% | Reduced |
| Towerpoint Wealth, LLC | 18,885 | $1.85M | 0.82% | +298+1.6% | Added |
| MCF Advisors LLC | 18,911 | $1.85M | 0.12% | −224−1.2% | Reduced |
| Fire Capital Management LLC | 18,911 | $1.85M | 1.17% | −635−3.2% | Reduced |
| Aberdeen Wealth Management LLC | 18,928 | $1.85M | 1.23% | +40.0% | Added |
| First Hawaiian Bank | 18,931 | $1.85M | 0.25% | −907−4.6% | Reduced |
| Farmers National Bank | 18,943 | $1.85M | 0.49% | −485−2.5% | Reduced |
| Kennebec Savings Bank | 19,028 | $1.86M | 1.82% | −37−0.2% | Reduced |
| Benin Management CORP | 19,073 | $1.86M | 0.49% | −450−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,120 | $1.87M | 0.03% | −76−0.4% | Reduced |
| Great Diamond Partners, LLC | 19,136 | $1.87M | 0.40% | +12,650+195.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 19,138 | $1.87M | 0.22% | +5,875+44.3% | Added |
| Ipsen Advisor Group LLC | 19,151 | $1.87M | 1.43% | +268+1.4% | Added |
| AllGen Financial Advisors, Inc. | 19,183 | $1.88M | 0.50% | −19,001−49.8% | Reduced |
| Rice Partnership, LLC | 19,195 | $1.88M | 0.33% | −47−0.2% | Reduced |
| Zions Bancorporation, National Association | 19,202 | $1.88M | 0.10% | +5,430+39.4% | Added |
| BKM Wealth Management, LLC | 19,214 | $1.88M | 0.73% | −158−0.8% | Reduced |
| Coppell Advisory Solutions LLC | 19,321 | $1.88M | 0.23% | −7,249−27.3% | Reduced |
| Biltmore Family Office, LLC | 19,231 | $1.88M | 0.32% | −250−1.3% | Reduced |
| JSF Financial, LLC | 19,231 | $1.88M | 0.45% | +6,032+45.7% | Added |
| Intrepid Capital Management Inc | 19,247 | $1.88M | 0.76% | +719+3.9% | Added |
| L2 Asset Management, LLC | 19,284 | $1.89M | 0.31% | −1,267−6.2% | Reduced |
| Allen Capital Group, LLC | 19,302 | $1.89M | 0.20% | −38,064−66.4% | Reduced |
| Woodward Diversified Capital, LLC | 19,313 | $1.89M | 0.96% | +5,967+44.7% | Added |
| Resolute Wealth Strategies, LLC | 19,344 | $1.89M | 1.01% | −151−0.8% | Reduced |
| Kestra Investment Management, LLC | 20,525 | $1.89M | 0.03% | +9,160+80.6% | Added |
| SMART Wealth LLC | 19,491 | $1.91M | 0.60% | −2,461−11.2% | Reduced |
| Beutel, Goodman & Co Ltd. | 19,498 | $1.91M | 0.01% | −3,863−16.5% | Reduced |
| Transcendent Capital Group LLC | 19,526 | $1.91M | 0.98% | +51+0.3% | Added |
| Brady Family Wealth, LLC | 19,530 | $1.91M | 0.59% | +236+1.2% | Added |
| Counterpoint Mutual Funds LLC | 19,568 | $1.91M | 0.17% | +19,568 | New |
| Davies Financial Advisors, Inc. | 19,598 | $1.92M | 1.49% | −766−3.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,599 | $1.92M | 0.26% | +726+3.8% | Added |
| Wexford Capital LP | 19,609 | $1.92M | 0.53% | −13,082−40.0% | Reduced |
| Smith Thornton Advisors LLC | 19,670 | $1.92M | 1.11% | +1,042+5.6% | Added |
| Investment Partners, Ltd. | 19,706 | $1.93M | 0.73% | −3,275−14.3% | Reduced |
| Magnus Financial Group LLC | 19,776 | $1.93M | 0.17% | −526−2.6% | Reduced |
| Boltwood Capital Management | 19,782 | $1.93M | 0.55% | −104−0.5% | Reduced |
| Soltis Investment Advisors LLC | 19,802 | $1.94M | 0.15% | +7,274+58.1% | Added |
| Colonial River Wealth Management, LLC | 20,445 | $1.94M | 0.83% | +612+3.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 19,860 | $1.94M | 0.54% | −954−4.6% | Reduced |
| Wealth Quarterback LLC | 19,920 | $1.95M | 0.92% | +91+0.5% | Added |
| Morey & Quinn Wealth Partners, LLC | 19,924 | $1.95M | 1.56% | −400−2.0% | Reduced |
| Altfest L J & Co Inc | 19,939 | $1.95M | 0.23% | −87−0.4% | Reduced |
| Vista Investment Partners LLC | 19,952 | $1.95M | 0.56% | −74−0.4% | Reduced |
| HHM Wealth Advisors, LLC | 19,976 | $1.95M | 0.23% | −131−0.7% | Reduced |
| Boston Family Office LLC | 19,987 | $1.95M | 0.13% | −125−0.6% | Reduced |
| Country Trust Bank | 19,996 | $1.96M | 0.04% | +2,735+15.8% | Added |
| TCI Wealth Advisors, Inc. | 20,006 | $1.96M | 0.13% | +654+3.4% | Added |
| BOK Financial Private Wealth, Inc. | 20,014 | $1.96M | 0.13% | −3,692−15.6% | Reduced |
| Symmetry Partners, LLC | 20,017 | $1.96M | 0.24% | +408+2.1% | Added |
| General Partner, Inc. | 20,030 | $1.96M | 1.15% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 20,041 | $1.96M | 1.28% | −6,261−23.8% | Reduced |
| Nicholson Wealth Management Group, LLC | 20,051 | $1.96M | 1.21% | +486+2.5% | Added |
| First Command Advisory Services, Inc. | 20,086 | $1.96M | 0.02% | −1,008−4.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 20,110 | $1.97M | 0.81% | +20,110 | New |
| ICONIQ Capital, LLC | 20,126 | $1.97M | 0.03% | +13,649+210.7% | Added |
| Institute for Wealth Management, LLC. | 20,170 | $1.97M | 0.22% | −565−2.7% | Reduced |
| Compass Capital Corp | 20,445 | $1.97M | 0.93% | +229+1.1% | Added |
| Pioneer Trust Bank N A | 20,195 | $1.97M | 0.50% | −95−0.5% | Reduced |