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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 29,052 | $2.84M | 0.69% | −295−1.0% | Reduced |
| Old Mission Investment Co LLC | 29,092 | $2.84M | 0.78% | +1,969+7.3% | Added |
| First Dallas Securities Inc. | 29,101 | $2.85M | 1.12% | −496−1.7% | Reduced |
| Cidel Asset Management Inc | 29,109 | $2.85M | 0.17% | −2,801−8.8% | Reduced |
| Evoke Wealth, LLC | 29,121 | $2.85M | 0.07% | +5,401+22.8% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 29,154 | $2.85M | 0.34% | −31,733−52.1% | Reduced |
| CVA Family Office, LLC | 29,184 | $2.85M | 0.40% | +357+1.2% | Added |
| Birinyi Associates Inc | 29,300 | $2.87M | 0.84% | −600−2.0% | Reduced |
| Peoples Bank | 29,339 | $2.87M | 1.92% | 00.0% | Unchanged |
| Bailard, Inc. | 29,346 | $2.87M | 0.07% | −1,645−5.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 29,382 | $2.87M | 1.94% | +155+0.5% | Added |
| RF&L Wealth Management, LLC | 29,400 | $2.87M | 1.85% | 00.0% | Unchanged |
| Bangor Savings Bank | 29,565 | $2.89M | 0.26% | −1,234−4.0% | Reduced |
| Keystone Financial Group | 29,592 | $2.89M | 0.26% | +5,077+20.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 29,603 | $2.89M | 0.32% | +29,603 | New |
| Oak Harvest Investment Services | 29,643 | $2.90M | 0.36% | −138,199−82.3% | Reduced |
| Accretive Wealth Partners, LLC | 29,731 | $2.91M | 0.95% | +155+0.5% | Added |
| Whalerock Point Partners, LLC | 29,883 | $2.92M | 0.63% | +270+0.9% | Added |
| Park Edge Advisors, LLC | 29,950 | $2.93M | 0.75% | +2,667+9.8% | Added |
| MidWestOne Financial Group, Inc. | 29,975 | $2.93M | 0.38% | +1,004+3.5% | Added |
| G&S Capital LLC | 30,006 | $2.93M | 1.16% | +14,258+90.5% | Added |
| Vaughan David Investments LLC | 30,020 | $2.94M | 0.07% | +1,723+6.1% | Added |
| Wellington Shields Capital Management, LLC | 30,037 | $2.94M | 0.50% | +636+2.2% | Added |
| Carnegie Lake Advisors LLC | 30,081 | $2.94M | 1.16% | 00.0% | Unchanged |
| L.M. Kohn & Company | 30,098 | $2.94M | 0.79% | −528−1.7% | Reduced |
| Wellington Capital Management, Inc. | 30,171 | $2.95M | 4.45% | +30,171 | New |
| Detalus Advisors, LLC | 30,226 | $2.96M | 0.86% | −121−0.4% | Reduced |
| Triton Wealth Management, PLLC | 30,665 | $2.96M | 1.26% | +30,665 | New |
| Pitcairn Co | 30,310 | $2.96M | 0.19% | −2,807−8.5% | Reduced |
| Register Financial Advisors LLC | 30,390 | $2.97M | 1.30% | +3,754+14.1% | Added |
| Peak Financial Advisors LLC | 30,437 | $2.98M | 1.52% | +30,437 | New |
| RKL Wealth Management LLC | 30,449 | $2.98M | 0.26% | +1,199+4.1% | Added |
| MTM Investment Management, LLC | 30,493 | $2.98M | 1.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 30,554 | $2.99M | 0.71% | +18,352+150.4% | Added |
| Churchill Management Corp | 30,646 | $3.00M | 0.03% | +30,646 | New |
| Magnolia Capital Advisors LLC | 30,755 | $3.01M | 0.76% | −1,367−4.3% | Reduced |
| PDS Planning, Inc | 30,764 | $3.01M | 0.22% | +2,258+7.9% | Added |
| Strong Tower Advisory Services | 30,775 | $3.01M | 0.59% | +1,238+4.2% | Added |
| RMR Wealth Builders | 30,825 | $3.01M | 0.27% | −169−0.5% | Reduced |
| Sterling Investment Management, Inc. | 30,844 | $3.02M | 2.00% | −119−0.4% | Reduced |
| Watts Gwilliam & Co., LLC | 29,199 | $3.02M | 0.50% | +4,249+17.0% | Added |
| LCM Capital Management Inc | 30,962 | $3.03M | 1.57% | +81+0.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 30,963 | $3.03M | 0.20% | +4,807+18.4% | Added |
| Schwab Charitable Fund | 31,000 | $3.03M | 0.06% | −9,000−22.5% | Reduced |
| First National Bank of Hutchinson | 31,019 | $3.03M | 1.89% | +962+3.2% | Added |
| Exchange Bank | 31,071 | $3.04M | 2.40% | −5,211−14.4% | Reduced |
| Central Bank & Trust Co | 31,077 | $3.04M | 0.50% | −557−1.8% | Reduced |
| Chicago Capital, LLC | 31,122 | $3.04M | 0.08% | −198−0.6% | Reduced |
| Windsor Capital Management, LLC | 31,163 | $3.05M | 0.89% | −1,821−5.5% | Reduced |
| World Equity Group, Inc. | 31,180 | $3.05M | 0.83% | −3,965−11.3% | Reduced |
| Disciplined Investments, LLC | 31,277 | $3.06M | 1.29% | +231+0.7% | Added |
| Outfitter Financial LLC | 31,295 | $3.06M | 2.61% | −760−2.4% | Reduced |
| Advisory Alpha, LLC | 31,327 | $3.06M | 0.10% | −2,338−6.9% | Reduced |
| GM Advisory Group, Inc. | 31,425 | $3.07M | 0.15% | +21,421+214.1% | Added |
| Comgest Global Investors S.A.S. | 31,531 | $3.08M | 0.05% | −8,438−21.1% | Reduced |
| NVWM, LLC | 31,649 | $3.09M | 0.75% | −123−0.4% | Reduced |
| JFS Wealth Advisors, LLC | 31,722 | $3.10M | 0.20% | −424−1.3% | Reduced |
| Integras Partners LLC | 31,742 | $3.10M | 3.13% | −209−0.7% | Reduced |
| Argent Capital Management LLC | 31,743 | $3.10M | 0.09% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 31,756 | $3.11M | 0.34% | −172−0.5% | Reduced |
| Bank & Trust Co | 31,786 | $3.11M | 2.46% | +141+0.4% | Added |
| OMC Financial Services LTD | 31,841 | $3.11M | 1.27% | −675−2.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 31,950 | $3.12M | 2.16% | −405−1.3% | Reduced |
| SGL Investment Advisors, Inc. | 32,186 | $3.12M | 1.49% | +1,932+6.4% | Added |
| Advisor OS, LLC | 32,000 | $3.13M | 0.31% | +3,855+13.7% | Added |
| Stevens Capital Management LP | 32,046 | $3.13M | 0.85% | +32,046 | New |
| Transcend Wealth Collective, LLC | 32,046 | $3.13M | 0.24% | −10,932−25.4% | Reduced |
| Capstone Financial Advisors, Inc. | 32,161 | $3.14M | 0.18% | −392−1.2% | Reduced |
| PFC Capital Group, Inc. | 32,204 | $3.15M | 1.46% | −976−2.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 32,199 | $3.15M | 0.80% | +982+3.1% | Added |
| Condor Capital Management | 32,200 | $3.15M | 0.27% | −729−2.2% | Reduced |
| Narwhal Capital Management | 32,206 | $3.15M | 0.25% | +2,087+6.9% | Added |
| Main Street Financial Solutions, LLC | 32,371 | $3.17M | 0.23% | +3,715+13.0% | Added |
| Joel Isaacson & Co., LLC | 32,418 | $3.17M | 0.13% | +1,250+4.0% | Added |
| Neo Ivy Capital Management | 32,452 | $3.17M | 1.01% | +30,856+1,933.3% | Added |
| TruWealth Advisors, LLC | 32,459 | $3.17M | 0.17% | +101+0.3% | Added |
| Advantage Trust Co | 32,468 | $3.17M | 1.56% | +25,200+346.7% | Added |
| Canopy Partners, LLC | 32,526 | $3.18M | 1.17% | +153+0.5% | Added |
| Powers Advisory Group, LLC | 32,628 | $3.19M | 1.40% | +111+0.3% | Added |
| Dudley Capital Management, LLC | 32,629 | $3.19M | 1.60% | +1,141+3.6% | Added |
| WT Wealth Management | 32,688 | $3.20M | 0.95% | −9,278−22.1% | Reduced |
| Game Creek Capital, LP | 32,725 | $3.20M | 1.64% | −1,000−3.0% | Reduced |
| Manchester Capital Management LLC | 32,758 | $3.20M | 0.42% | +94+0.3% | Added |
| Smith Anglin Financial, LLC | 32,827 | $3.21M | 0.29% | −543−1.6% | Reduced |
| LGT Fund Management Co Ltd. | 32,864 | $3.21M | 0.28% | −36,510−52.6% | Reduced |
| Greatmark Investment Partners, Inc. | 32,881 | $3.22M | 0.40% | +1,105+3.5% | Added |
| Pettee Investors, Inc. | 32,885 | $3.22M | 1.92% | −1,500−4.4% | Reduced |
| West Family Investments, Inc. | 32,899 | $3.22M | 0.84% | +5,111+18.4% | Added |
| Alphinity Investment Management Pty Ltd | 32,932 | $3.22M | 0.03% | +32,932 | New |
| Harbor Advisors LLC | 33,000 | $3.23M | 0.53% | 00.0% | Unchanged |
| United Advisor Group, LLC | 33,009 | $3.23M | 0.56% | +4,485+15.7% | Added |
| Hemenway Trust Co LLC | 33,012 | $3.23M | 0.25% | −1,736−5.0% | Reduced |
| Maven Securities LTD | 33,045 | $3.23M | 0.84% | +21,329+182.1% | Added |
| Howard Capital Management Inc. | 33,103 | $3.24M | 0.05% | +7,739+30.5% | Added |
| Centric Wealth Management | 31,251 | $3.24M | 0.77% | +3,073+10.9% | Added |
| Insight Inv LLC | 33,154 | $3.24M | 2.17% | −1,155−3.4% | Reduced |
| Am Investment Strategies LLC | 33,206 | $3.25M | 0.76% | +8,747+35.8% | Added |
| Arrow Financial Corp | 33,386 | $3.26M | 0.34% | +498+1.5% | Added |
| K.J. Harrison & Partners Inc | 33,404 | $3.27M | 0.54% | +33,404 | New |
| Paragon Capital Management LLC | 33,437 | $3.27M | 1.68% | +26,711+397.1% | Added |