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 |
|---|---|---|---|---|---|
| KC Investment Advisors, LLC | 22,633 | $2.21M | 0.76% | −23,141−50.6% | Reduced |
| GoalVest Advisory LLC | 22,644 | $2.21M | 0.55% | +384+1.7% | Added |
| Redmond Asset Management, LLC | 22,683 | $2.22M | 0.53% | +67+0.3% | Added |
| Winthrop Advisory Group LLC | 22,702 | $2.22M | 0.21% | −1,727−7.1% | Reduced |
| LVW Advisors, LLC | 22,721 | $2.22M | 0.25% | +1,083+5.0% | Added |
| Old Port Advisors | 22,755 | $2.22M | 0.61% | −939−4.0% | Reduced |
| American State Bank (Iowa) | 22,827 | $2.23M | 1.24% | +1,074+4.9% | Added |
| Postrock Partners LLC | 22,883 | $2.24M | 1.07% | +74+0.3% | Added |
| Patten Group, Inc. | 22,913 | $2.24M | 0.47% | −2,518−9.9% | Reduced |
| Generali Investments, Management Co LLC | 22,995 | $2.25M | 0.51% | 00.0% | Unchanged |
| Brown Financial Advisors | 22,980 | $2.25M | 0.88% | −1,584−6.4% | Reduced |
| Eqis Capital Management, Inc. | 23,029 | $2.25M | 0.18% | −1,249−5.1% | Reduced |
| Meritage Portfolio Management | 23,030 | $2.25M | 0.14% | −3,116−11.9% | Reduced |
| Logan Capital Management Inc | 23,039 | $2.25M | 0.10% | −1,183−4.9% | Reduced |
| Prudent Man Advisors, LLC | 23,040 | $2.25M | 0.72% | +8,163+54.9% | Added |
| Western Financial Corp | 23,069 | $2.26M | 1.21% | −677−2.9% | Reduced |
| Ethos Financial Group, LLC | 23,072 | $2.26M | 0.19% | −13,438−36.8% | Reduced |
| Beaumont Asset Management, L.L.C. | 23,187 | $2.27M | 1.22% | −128−0.5% | Reduced |
| Vivaldi Capital Management, LLC | 23,188 | $2.27M | 0.34% | +389+1.7% | Added |
| Freemont Management S.A. | 23,200 | $2.27M | 0.37% | +5,400+30.3% | Added |
| Total Clarity Wealth Management, Inc. | 23,261 | $2.27M | 0.65% | +9,390+67.7% | Added |
| Vigilare Wealth Management | 23,292 | $2.28M | 0.85% | −407−1.7% | Reduced |
| Precision Wealth Strategies, LLC | 23,295 | $2.28M | 0.74% | +6,834+41.5% | Added |
| Elgethun Capital Management | 23,337 | $2.28M | 0.46% | −20−0.1% | Reduced |
| Leonteq Securities AG | 23,388 | $2.29M | 0.13% | −1,346−5.4% | Reduced |
| CWS Financial Advisors, LLC | 23,385 | $2.29M | 0.67% | +25+0.1% | Added |
| TriaGen Wealth Management LLC | 23,433 | $2.29M | 0.69% | +19,841+552.4% | Added |
| Southeast Asset Advisors Inc. | 23,451 | $2.29M | 0.27% | +6,001+34.4% | Added |
| Indiana Trust & Investment Management CO | 23,496 | $2.30M | 0.76% | +3,536+17.7% | Added |
| Enterprise Financial Services Corp | 23,534 | $2.30M | 1.23% | +984+4.4% | Added |
| SFG Wealth Management, LLC. | 23,534 | $2.30M | 1.39% | −1,829−7.2% | Reduced |
| Paradigm Asset Management Co LLC | 23,536 | $2.30M | 0.57% | −19,400−45.2% | Reduced |
| Aldebaran Financial Inc. | 23,558 | $2.30M | 2.55% | +646+2.8% | Added |
| Quotient Wealth Partners, LLC | 23,618 | $2.31M | 0.07% | −603−2.5% | Reduced |
| Chicago Trust Co NA | 23,641 | $2.31M | 0.32% | +5,038+27.1% | Added |
| Oak Harbor Wealth Partners, LLC | 23,642 | $2.31M | 0.62% | −5,364−18.5% | Reduced |
| KFG Wealth Management, LLC | 23,692 | $2.32M | 0.37% | +277+1.2% | Added |
| Global Assets Advisory, LLC | 23,609 | $2.32M | 0.91% | −17,327−42.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 23,783 | $2.33M | 0.84% | −268−1.1% | Reduced |
| AlphaStar Capital Management, LLC | 23,787 | $2.33M | 0.16% | +23,787 | New |
| Wolff Wiese Magana LLC | 23,790 | $2.33M | 1.44% | −1,655−6.5% | Reduced |
| First Community Trust NA | 23,834 | $2.33M | 1.89% | +1,085+4.8% | Added |
| Lineweaver Wealth Advisors, LLC | 23,839 | $2.33M | 0.37% | +3,993+20.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 23,905 | $2.34M | 0.31% | +588+2.5% | Added |
| Burford Brothers, Inc. | 23,983 | $2.35M | 1.08% | −451−1.8% | Reduced |
| Boxwood Ventures, Inc. | 23,991 | $2.35M | 3.04% | 00.0% | Unchanged |
| Certified Advisory Corp | 23,993 | $2.35M | 0.24% | +654+2.8% | Added |
| Catalyst Capital Advisors LLC | 24,000 | $2.35M | 0.05% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 24,013 | $2.35M | 2.43% | −393−1.6% | Reduced |
| Exencial Wealth Advisors, LLC | 24,030 | $2.35M | 0.08% | −4,095−14.6% | Reduced |
| Bernard Wealth Management Corp. | 24,047 | $2.35M | 1.09% | +602+2.6% | Added |
| Agp Franklin, LLC | 24,051 | $2.35M | 1.24% | +678+2.9% | Added |
| Summit Financial Wealth Advisors, LLC | 24,061 | $2.35M | 0.42% | −781−3.1% | Reduced |
| Blue Chip Partners, Inc. | 24,074 | $2.35M | 0.19% | +478+2.0% | Added |
| Quilter Plc | 24,083 | $2.35M | 0.04% | −890−3.6% | Reduced |
| Park Place Capital Corp | 24,000 | $2.36M | 0.54% | −8,771−26.8% | Reduced |
| Quent Capital, LLC | 24,117 | $2.36M | 0.23% | +338+1.4% | Added |
| Aspire Growth Partners LLC | 24,144 | $2.36M | 1.93% | −215−0.9% | Reduced |
| Ifrah Financial Services, Inc. | 24,214 | $2.37M | 0.65% | −4,567−15.9% | Reduced |
| Capital Insight Partners, LLC | 24,227 | $2.37M | 0.41% | +24,227 | New |
| Arlington Trust Co LLC | 24,256 | $2.37M | 0.46% | +37+0.2% | Added |
| Leo Wealth, LLC | 24,325 | $2.38M | 0.18% | +18,569+322.6% | Added |
| WBH Advisory Inc | 24,360 | $2.38M | 0.20% | −220−0.9% | Reduced |
| Navalign, LLC | 24,370 | $2.38M | 0.66% | −2,353−8.8% | Reduced |
| Commonwealth Financial Services, LLC | 24,421 | $2.39M | 0.46% | −119−0.5% | Reduced |
| Platform Technology Partners | 24,431 | $2.39M | 0.62% | −605−2.4% | Reduced |
| Nicolet Bankshares Inc | 24,433 | $2.39M | 0.41% | +1,354+5.9% | Added |
| Tradition Wealth Management, LLC | 24,439 | $2.39M | 0.19% | +352+1.5% | Added |
| Lokken Investment Group LLC | 24,448 | $2.39M | 0.92% | +1,070+4.6% | Added |
| Accredited Investors Inc. | 24,450 | $2.39M | 0.14% | +10,084+70.2% | Added |
| Edmond de Rothschild Holding S.A. | 24,453 | $2.39M | 0.04% | −4,659−16.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 24,453 | $2.39M | 0.24% | +2,178+9.8% | Added |
| Adirondack Trust Co | 24,467 | $2.39M | 0.87% | −157−0.6% | Reduced |
| RMB Capital Management, LLC | 24,495 | $2.40M | 0.05% | +12,967+112.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 24,600 | $2.41M | 1.36% | −2,300−8.6% | Reduced |
| PBMares Wealth Management LLC | 24,604 | $2.41M | 0.44% | −50−0.2% | Reduced |
| RDA Financial Network | 24,681 | $2.41M | 0.65% | −145−0.6% | Reduced |
| Fort Point Capital Partners LLC | 24,770 | $2.42M | 0.24% | +4,646+23.1% | Added |
| Ballast, Inc. | 24,773 | $2.42M | 0.63% | −851−3.3% | Reduced |
| Geneva Capital Management LLC | 24,776 | $2.42M | 0.04% | −825−3.2% | Reduced |
| Orser Capital Management, LLC | 24,823 | $2.43M | 1.80% | −1,105−4.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 24,843 | $2.43M | 0.28% | −168−0.7% | Reduced |
| Kiley Juergens Wealth Management, LLC | 24,858 | $2.43M | 0.56% | +94+0.4% | Added |
| Icon Wealth Advisors, LLC | 24,860 | $2.43M | 0.17% | +5,681+29.6% | Added |
| GWN Securities Inc. | 24,772 | $2.43M | 0.45% | −58,186−70.1% | Reduced |
| BankPlus Trust Department | 24,879 | $2.43M | 0.72% | +1,947+8.5% | Added |
| Beese Fulmer Investment Management, Inc. | 24,941 | $2.44M | 0.18% | +1,840+8.0% | Added |
| Motley Fool Wealth Management, LLC | 24,946 | $2.44M | 0.15% | −4,041−13.9% | Reduced |
| Tempus Wealth Planning, LLC | 25,045 | $2.45M | 0.61% | +84+0.3% | Added |
| Westpac Banking Corp | 25,104 | $2.45M | 0.16% | −11,142−30.7% | Reduced |
| DGS Capital Management, LLC | 25,118 | $2.46M | 0.51% | −1,364−5.2% | Reduced |
| TKG Advisors, LLC | 25,150 | $2.46M | 1.10% | +13,344+113.0% | Added |
| High Net Worth Advisory Group LLC | 25,154 | $2.46M | 0.65% | +2,861+12.8% | Added |
| Doliver Advisors, LP | 25,161 | $2.46M | 0.67% | −403−1.6% | Reduced |
| Old Second National Bank of Aurora | 25,216 | $2.47M | 0.54% | −11,963−32.2% | Reduced |
| Global Trust Asset Management, LLC | 25,232 | $2.47M | 1.32% | +472+1.9% | Added |
| Strategic Wealth Partners, Ltd. | 25,235 | $2.47M | 0.19% | +25,235 | New |
| OneAscent Financial Services LLC | 25,229 | $2.47M | 0.18% | −37,463−59.8% | Reduced |
| ZWJ Investment Counsel Inc | 25,283 | $2.47M | 0.09% | −1,484−5.5% | Reduced |
| Ignite Planners, LLC | 26,026 | $2.47M | 0.43% | −83−0.3% | Reduced |