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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 25,321 | $2.48M | 0.30% | +1,005+4.1% | Added |
| Chesapeake Wealth Management | 25,337 | $2.48M | 0.83% | +955+3.9% | Added |
| GAM Holding AG | 25,349 | $2.48M | 0.17% | +1,981+8.5% | Added |
| RFP Financial Group LLC | 25,371 | $2.48M | 1.02% | −2,760−9.8% | Reduced |
| 44 Wealth Management LLC | 25,410 | $2.48M | 0.88% | −123−0.5% | Reduced |
| DeDora Capital, Inc. | 25,455 | $2.49M | 0.65% | +34+0.1% | Added |
| Legacy Financial Advisors, Inc. | 25,473 | $2.49M | 0.39% | +690+2.8% | Added |
| Mosaic Family Wealth Partners, LLC | 25,503 | $2.49M | 0.32% | +65+0.3% | Added |
| Fiduciary Family Office, LLC | 25,509 | $2.49M | 0.82% | −475−1.8% | Reduced |
| Advocate Group LLC | 25,598 | $2.50M | 0.45% | −3,378−11.7% | Reduced |
| Lewis Asset Management, LLC | 25,663 | $2.51M | 1.18% | +20,740+421.3% | Added |
| Baker Avenue Asset Management, LP | 25,675 | $2.51M | 0.07% | −1,449−5.3% | Reduced |
| Edgestream Partners, L.P. | 25,684 | $2.51M | 0.07% | +25,684 | New |
| Keebeck Wealth Management, LLC | 25,727 | $2.52M | 0.33% | +1,332+5.5% | Added |
| PUREfi Wealth, LLC | 25,741 | $2.52M | 2.01% | −942−3.5% | Reduced |
| Strait & Sound Wealth Management LLC | 25,795 | $2.52M | 1.07% | −81−0.3% | Reduced |
| Calton & Associates, Inc. | 25,799 | $2.52M | 0.44% | +3,235+14.3% | Added |
| Florida Financial Advisors, LLC | 25,831 | $2.53M | 0.84% | +669+2.7% | Added |
| Austin Private Wealth, LLC | 25,848 | $2.53M | 0.20% | +6,287+32.1% | Added |
| Bedel Financial Consulting, Inc. | 25,865 | $2.53M | 0.35% | −50−0.2% | Reduced |
| Samjo Management, LLC | 25,890 | $2.53M | 1.07% | 00.0% | Unchanged |
| Net Worth Advisory Group | 25,894 | $2.53M | 0.56% | +12,807+97.9% | Added |
| Clough Capital Partners L P | 25,915 | $2.53M | 0.25% | −22,685−46.7% | Reduced |
| Catalyst Financial Partners LLC | 25,987 | $2.54M | 0.28% | +2,090+8.7% | Added |
| RoundAngle Advisors LLC | 25,995 | $2.54M | 2.12% | +105+0.4% | Added |
| BEAM Asset Management, LLC | 26,008 | $2.54M | 0.76% | +486+1.9% | Added |
| Bayesian Capital Management, LP | 26,079 | $2.55M | 0.40% | +26,079 | New |
| Barr E S & Co | 26,104 | $2.55M | 0.15% | 00.0% | Unchanged |
| Sym Financial Corp | 26,113 | $2.55M | 0.29% | +2,951+12.7% | Added |
| Home Federal Bank of Tennessee | 26,310 | $2.57M | 0.73% | +200+0.8% | Added |
| Texas Bank & Trust Co | 26,337 | $2.58M | 1.02% | −177−0.7% | Reduced |
| LRI Investments, LLC | 26,435 | $2.58M | 0.22% | +620+2.4% | Added |
| Verity & Verity, LLC | 26,491 | $2.59M | 0.22% | +394+1.5% | Added |
| Kentucky Trust Co | 26,591 | $2.60M | 1.49% | −157−0.6% | Reduced |
| Park National Corp | 26,609 | $2.60M | 0.09% | +119+0.4% | Added |
| Sunbeam Capital Management, LLC | 26,644 | $2.61M | 1.97% | +2,470+10.2% | Added |
| Heartland Bank & Trust Co | 26,689 | $2.61M | 1.22% | +257+1.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,788 | $2.61M | 0.95% | −248−0.9% | Reduced |
| Atala Financial Inc | 26,740 | $2.61M | 1.80% | 00.0% | Unchanged |
| Fragasso Group Inc. | 26,742 | $2.61M | 0.18% | +203+0.8% | Added |
| First PREMIER Bank | 26,790 | $2.62M | 0.63% | −377−1.4% | Reduced |
| Resurgent Financial Advisors LLC | 26,835 | $2.62M | 1.44% | +3,272+13.9% | Added |
| Cassaday & Co Wealth Management LLC | 26,931 | $2.63M | 0.07% | +1,232+4.8% | Added |
| Iowa State Bank | 26,936 | $2.63M | 0.52% | +20+0.1% | Added |
| Prestige Wealth Management Group LLC | 26,959 | $2.64M | 0.54% | −1,147−4.1% | Reduced |
| Holistic Planning, LLC | 26,960 | $2.64M | 0.75% | +510+1.9% | Added |
| Deane Retirement Strategies, Inc. | 26,995 | $2.64M | 1.18% | +417+1.6% | Added |
| Duncan Williams Asset Management, LLC | 27,043 | $2.64M | 0.83% | +58+0.2% | Added |
| MRP Capital Investments, LLC | 27,044 | $2.64M | 1.82% | −880−3.2% | Reduced |
| Valley Brook Capital Group | 27,080 | $2.65M | 1.98% | −123−0.5% | Reduced |
| VCI Wealth Management LLC | 27,126 | $2.65M | 0.93% | +1,978+7.9% | Added |
| Optimum Investment Advisors | 27,246 | $2.66M | 1.16% | −225−0.8% | Reduced |
| Dark Forest Capital Management LP | 27,257 | $2.67M | 0.11% | +27,257 | New |
| Skopos Labs, Inc. | 57,693 | $2.67M | 0.35% | +15,974+38.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,317 | $2.67M | 0.46% | −20−0.1% | Reduced |
| Trust Co of Toledo NA | 27,317 | $2.67M | 0.29% | +1,625+6.3% | Added |
| XML Financial, LLC | 27,458 | $2.68M | 0.23% | +339+1.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 27,478 | $2.69M | 0.19% | −8,616−23.9% | Reduced |
| Beech Hill Advisors, Inc. | 27,516 | $2.69M | 1.21% | −7,066−20.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 27,538 | $2.69M | 1.10% | +608+2.3% | Added |
| Highview Capital Management LLC | 27,574 | $2.70M | 1.04% | −10,353−27.3% | Reduced |
| Van Hulzen Asset Management, LLC | 27,592 | $2.70M | 0.23% | +2,546+10.2% | Added |
| Hilltop National Bank | 27,607 | $2.70M | 0.70% | +27,607 | New |
| Great Lakes Retirement, Inc. | 27,732 | $2.71M | 0.32% | +6,433+30.2% | Added |
| Founders Financial Securities LLC | 27,742 | $2.71M | 0.21% | −5,176−15.7% | Reduced |
| Zhang Financial LLC | 27,803 | $2.72M | 0.13% | +427+1.6% | Added |
| Premier Path Wealth Partners, LLC | 27,818 | $2.72M | 0.38% | +919+3.4% | Added |
| Quad-Cities Investment Group, LLC | 27,828 | $2.72M | 1.24% | −118−0.4% | Reduced |
| AdvisorNet Financial, Inc | 27,833 | $2.72M | 0.18% | +357+1.3% | Added |
| Stenger Family Office, LLC | 27,908 | $2.72M | 0.72% | +27,908 | New |
| Concord Wealth Partners | 27,864 | $2.72M | 0.40% | +655+2.4% | Added |
| Concord Asset Management, LLC | 27,864 | $2.72M | 0.41% | +3,348+13.7% | Added |
| Archer Investment Corp | 27,938 | $2.73M | 0.65% | +572+2.1% | Added |
| Hillsdale Investment Management Inc. | 27,947 | $2.73M | 0.10% | +19,520+231.6% | Added |
| TBH Global Asset Management, LLC | 27,948 | $2.73M | 0.58% | −3,128−10.1% | Reduced |
| SWS Partners | 27,970 | $2.73M | 0.74% | +3,431+14.0% | Added |
| Drive Wealth Management, LLC | 27,973 | $2.74M | 0.60% | −383−1.4% | Reduced |
| Lincoln Capital Corp | 28,190 | $2.76M | 1.06% | −667−2.3% | Reduced |
| Grandview Asset Management LLC | 28,205 | $2.76M | 0.88% | +1,037+3.8% | Added |
| SRS Capital Advisors, Inc. | 22,535 | $2.76M | 0.13% | +4,060+22.0% | Added |
| Wealth Alliance | 28,287 | $2.77M | 0.31% | +354+1.3% | Added |
| Advisors Preferred, LLC | 28,200 | $2.77M | 0.46% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 31,674 | $2.78M | 0.47% | −202−0.6% | Reduced |
| Massachusetts Wealth Management | 28,504 | $2.79M | 1.57% | +910+3.3% | Added |
| Sunpointe, LLC | 28,507 | $2.79M | 1.11% | +14,237+99.8% | Added |
| Jeppson Wealth Management, LLC | 28,547 | $2.79M | 0.97% | −634−2.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 28,585 | $2.80M | 1.04% | −3,317−10.4% | Reduced |
| McDonald Partners LLC | 28,560 | $2.80M | 0.67% | −1,186−4.0% | Reduced |
| Oxbow Advisors, LLC | 28,660 | $2.80M | 0.31% | −454−1.6% | Reduced |
| Camden Capital, LLC | 28,627 | $2.80M | 0.26% | −3,643−11.3% | Reduced |
| Guerra Advisors Inc | 28,668 | $2.80M | 1.32% | +4,447+18.4% | Added |
| Brucke Financial, Inc. | 28,702 | $2.81M | 1.95% | +86+0.3% | Added |
| Founders Financial Alliance, LLC | 28,727 | $2.81M | 0.64% | +1,057+3.8% | Added |
| Aviance Capital Partners, LLC | 28,773 | $2.81M | 0.37% | −765−2.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 28,815 | $2.82M | 0.38% | +19,539+210.6% | Added |
| Zullo Investment Group, Inc. | 28,944 | $2.83M | 1.15% | −6,349−18.0% | Reduced |
| CoreFirst Bank & Trust | 28,975 | $2.83M | 1.60% | +3,267+12.7% | Added |
| Beverly Hills Private Wealth, LLC | 28,989 | $2.83M | 0.53% | −3,465−10.7% | Reduced |
| Avantax Planning Partners, Inc. | 29,007 | $2.84M | 0.09% | −2,565−8.1% | Reduced |
| Sound Income Strategies, LLC | 29,008 | $2.84M | 0.16% | +6,457+28.6% | Added |