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 |
|---|---|---|---|---|---|
| Bell Bank | 20,203 | $1.98M | 0.09% | +326+1.6% | Added |
| LongView Wealth Management | 20,237 | $1.98M | 0.60% | −1,189−5.5% | Reduced |
| Strategic Financial Concepts, LLC | 20,228 | $1.98M | 0.28% | −6,966−25.6% | Reduced |
| Grimes & Company, Inc. | 20,334 | $1.99M | 0.05% | +3,529+21.0% | Added |
| Maridea Wealth Management LLC | 20,346 | $1.99M | 0.52% | +11,922+141.5% | Added |
| Central Pacific Bank - Trust Division | 20,386 | $1.99M | 0.25% | 00.0% | Unchanged |
| TD Capital Management LLC | 20,388 | $1.99M | 0.19% | −364−1.8% | Reduced |
| 49 Wealth Management, LLC | 20,392 | $1.99M | 0.21% | +3,404+20.0% | Added |
| KMG Fiduciary Partners, LLC | 20,394 | $1.99M | 0.15% | +131+0.6% | Added |
| Abacus Planning Group, Inc. | 20,452 | $2.00M | 0.30% | +2,558+14.3% | Added |
| Empirical Asset Management, LLC | 20,472 | $2.00M | 0.62% | +131+0.6% | Added |
| Allied Investment Advisors, LLC | 20,476 | $2.00M | 0.35% | +1,313+6.9% | Added |
| Accent Capital Management, LLC | 20,489 | $2.00M | 0.90% | −327−1.6% | Reduced |
| TLWM | 20,518 | $2.01M | 0.38% | −144−0.7% | Reduced |
| White Lighthouse Investment Management Inc. | 20,521 | $2.01M | 0.33% | −40−0.2% | Reduced |
| MJP Associates Inc | 20,537 | $2.01M | 0.30% | +712+3.6% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,548 | $2.01M | 0.03% | +3,175+18.3% | Added |
| Matauro, LLC | 20,556 | $2.01M | 0.38% | +184+0.9% | Added |
| Principle Wealth Partners LLC | 20,558 | $2.01M | 0.13% | +2,418+13.3% | Added |
| Grove Bank & Trust | 20,575 | $2.01M | 0.25% | −40−0.2% | Reduced |
| ISAM Funds (UK) Ltd | 20,576 | $2.01M | 0.44% | +20,576 | New |
| Professional Financial Advisors, LLC | 20,590 | $2.01M | 0.47% | −2,124−9.4% | Reduced |
| Next Capital Management LLC | 20,600 | $2.01M | 0.74% | 00.0% | Unchanged |
| Security Financial Services, INC. | 20,734 | $2.03M | 0.36% | +723+3.6% | Added |
| Hollencrest Capital Management | 20,741 | $2.03M | 0.09% | −1,906−8.4% | Reduced |
| Charles Schwab Trust Co | 20,775 | $2.03M | 0.15% | +483+2.4% | Added |
| RMR Capital Management, LLC | 20,798 | $2.03M | 1.45% | 00.0% | Unchanged |
| Providence First Trust Co | 20,798 | $2.03M | 0.72% | +204+1.0% | Added |
| Plan Group Financial, LLC | 20,844 | $2.04M | 0.67% | +70.0% | Added |
| Invst, LLC | 20,845 | $2.04M | 0.25% | −727−3.4% | Reduced |
| Proactive Wealth Strategies LLC | 20,890 | $2.04M | 0.96% | +3,736+21.8% | Added |
| Orrstown Financial Services Inc | 20,903 | $2.04M | 0.43% | −37−0.2% | Reduced |
| Canvas Wealth Advisors, LLC | 21,001 | $2.05M | 0.40% | +3,292+18.6% | Added |
| CNB Bank | 20,967 | $2.05M | 0.97% | −396−1.9% | Reduced |
| Grace & White Inc | 21,000 | $2.05M | 0.38% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 21,038 | $2.06M | 1.65% | −4,606−18.0% | Reduced |
| CMG Global Holdings, LLC | 21,074 | $2.06M | 1.08% | −812−3.7% | Reduced |
| Opes Wealth Management LLC | 21,058 | $2.06M | 0.37% | +17,625+513.4% | Added |
| Northwest Wealth Management, LLC | 21,058 | $2.06M | 0.37% | +26+0.1% | Added |
| Roxbury Financial LLC | 21,064 | $2.06M | 2.01% | −572−2.6% | Reduced |
| Symmetry Investments LP | 21,100 | $2.06M | 0.17% | −74,226−77.9% | Reduced |
| Gallagher Capital Advisors, LLC | 21,058 | $2.06M | 1.67% | −388−1.8% | Reduced |
| Saxon Interests, Inc. | 23,585 | $2.07M | 0.97% | 00.0% | Unchanged |
| Luminist Capital LLC | 21,201 | $2.07M | 2.05% | −130−0.6% | Reduced |
| Liberty Capital Management, Inc. | 21,228 | $2.08M | 0.42% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 21,230 | $2.08M | 0.18% | +1,197+6.0% | Added |
| Arista Wealth Management, LLC | 21,275 | $2.08M | 0.29% | +12,115+132.3% | Added |
| Anb Bank | 21,299 | $2.08M | 0.94% | −592−2.7% | Reduced |
| Bank Ozk | 21,349 | $2.09M | 0.80% | −608−2.8% | Reduced |
| First Commonwealth Financial Corp | 21,355 | $2.09M | 0.45% | +51+0.2% | Added |
| NFP Retirement, Inc. | 21,444 | $2.10M | 0.14% | +8,022+59.8% | Added |
| Missouri Trust & Investment Co | 21,467 | $2.10M | 0.69% | −40.0% | Reduced |
| Trueblood Wealth Management, LLC | 21,519 | $2.10M | 0.88% | +614+2.9% | Added |
| HMS Capital Management, LLC | 21,560 | $2.11M | 0.95% | −412−1.9% | Reduced |
| IFC Advisors LLC | 21,569 | $2.11M | 0.39% | +194+0.9% | Added |
| Moss Adams Wealth Advisors LLC | 21,623 | $2.11M | 0.19% | +723+3.5% | Added |
| Landscape Capital Management, L.L.C. | 21,637 | $2.12M | 0.17% | +21,637 | New |
| Mountain Pacific Investment Advisers Inc | 21,690 | $2.12M | 0.15% | +16+0.1% | Added |
| Costello Asset Management, INC | 21,700 | $2.12M | 0.80% | −174−0.8% | Reduced |
| Financial Partners Group, Inc | 21,772 | $2.13M | 0.29% | −214−1.0% | Reduced |
| Alta Advisers Ltd | 21,813 | $2.13M | 0.76% | +300+1.4% | Added |
| Blueprint Investment Partners LLC | 21,816 | $2.13M | 0.38% | −162−0.7% | Reduced |
| Painted Porch Advisors LLC | 21,856 | $2.14M | 0.88% | −896−3.9% | Reduced |
| First Western Trust Bank | 21,860 | $2.14M | 0.10% | −379−1.7% | Reduced |
| Inlet Private Wealth, LLC | 21,900 | $2.14M | 0.53% | 00.0% | Unchanged |
| Ridgepath Capital Management LLC | 21,925 | $2.14M | 0.99% | −48,611−68.9% | Reduced |
| Nova R Wealth, Inc. | 21,940 | $2.15M | 1.00% | +76+0.3% | Added |
| Nwam LLC | 21,911 | $2.15M | 0.12% | −571−2.5% | Reduced |
| Lincoln Capital LLC | 21,958 | $2.15M | 0.41% | +20.0% | Added |
| First National Bank & Trust Co of Newtown | 21,992 | $2.15M | 0.43% | −100−0.5% | Reduced |
| Foster Group, Inc. | 22,030 | $2.15M | 0.07% | +1,441+7.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 22,063 | $2.16M | 0.33% | +937+4.4% | Added |
| Trust Co of the South | 22,127 | $2.16M | 0.38% | +92+0.4% | Added |
| Live Oak Private Wealth LLC | 22,146 | $2.17M | 0.32% | −52−0.2% | Reduced |
| Everpar Advisors LLC | 22,180 | $2.17M | 0.99% | +2,039+10.1% | Added |
| Capital Management Associates | 22,200 | $2.17M | 3.54% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 22,214 | $2.17M | 0.54% | −201−0.9% | Reduced |
| Consilium Wealth Advisory, LLC | 22,217 | $2.17M | 0.92% | −1,104−4.7% | Reduced |
| Cove Private Wealth, LLC | 22,240 | $2.17M | 0.77% | +11,069+99.1% | Added |
| Trustco Bank Corp N Y | 22,287 | $2.18M | 2.13% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 22,311 | $2.18M | 0.62% | 00.0% | Unchanged |
| First Foundation Advisors | 22,343 | $2.18M | 0.08% | +3,080+16.0% | Added |
| Williams Jones Wealth Management, LLC. | 22,359 | $2.19M | 0.03% | +688+3.2% | Added |
| Capital Wealth Planning, LLC | 22,368 | $2.19M | 0.02% | −20,849−48.2% | Reduced |
| GFG Capital, LLC | 22,403 | $2.19M | 0.65% | −5,480−19.7% | Reduced |
| Douglas Lane & Associates, LLC | 22,414 | $2.19M | 0.03% | −1,993−8.2% | Reduced |
| Traynor Capital Management, Inc. | 22,310 | $2.19M | 0.16% | −2,325−9.4% | Reduced |
| Congress Asset Management Co | 22,422 | $2.19M | 0.02% | −1,056−4.5% | Reduced |
| Gilbert & Cook, Inc. | 22,489 | $2.20M | 0.30% | +269+1.2% | Added |
| Intellectus Partners, LLC | 22,526 | $2.20M | 0.48% | −562−2.4% | Reduced |
| Adamsbrown Wealth Consultants LLC | 22,526 | $2.20M | 0.64% | +765+3.5% | Added |
| Uncommon Cents Investing LLC | 22,534 | $2.20M | 0.59% | +478+2.2% | Added |
| Armis Advisers, LLC | 23,116 | $2.21M | 0.17% | +3,194+16.0% | Added |
| Steel Peak Wealth Management LLC | 22,566 | $2.21M | 0.09% | +1,982+9.6% | Added |
| WMG Financial Advisors, LLC | 22,573 | $2.21M | 0.82% | +75+0.3% | Added |
| Royal Capital Wealth Management, LLC | 22,610 | $2.21M | 1.47% | +44+0.2% | Added |
| Sky Investment Group LLC | 22,612 | $2.21M | 0.39% | +1,999+9.7% | Added |
| Bridgewater Advisors Inc. | 22,496 | $2.21M | 0.17% | +1,917+9.3% | Added |
| Global Financial Private Client, LLC | 22,629 | $2.21M | 0.83% | +3,105+15.9% | Added |
| FOCUS Wealth Advisors, LLC | 22,632 | $2.21M | 1.15% | −131−0.6% | Reduced |