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 |
|---|---|---|---|---|---|
| Retirement Planning Group | 33,535 | $3.28M | 0.14% | +1,472+4.6% | Added |
| 3Chopt Investment Partners, LLC | 33,548 | $3.28M | 0.79% | −104−0.3% | Reduced |
| Argent Advisors, Inc. | 33,586 | $3.28M | 1.02% | +2,849+9.3% | Added |
| Freedom Day Solutions, LLC | 33,592 | $3.28M | 0.98% | −1,001−2.9% | Reduced |
| Central Valley Advisors, LLC | 33,637 | $3.29M | 1.12% | −185−0.5% | Reduced |
| Hudson Value Partners, LLC | 33,644 | $3.29M | 1.14% | −4,136−10.9% | Reduced |
| Gen-Wealth Partners Inc | 33,935 | $3.32M | 1.28% | −624−1.8% | Reduced |
| D.B. Root & Company, LLC | 34,048 | $3.33M | 0.98% | −102−0.3% | Reduced |
| Claro Advisors LLC | 34,060 | $3.33M | 0.55% | −8,220−19.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34,079 | $3.33M | 0.12% | −4,227−11.0% | Reduced |
| Riverbridge Partners LLC | 34,204 | $3.34M | 0.05% | −282−0.8% | Reduced |
| Fairfield Financial Advisors, LTD | 34,210 | $3.35M | 1.17% | +4,899+16.7% | Added |
| Banque Pictet & Cie SA | 34,323 | $3.36M | 0.03% | +8,483+32.8% | Added |
| Great Lakes Advisors, LLC | 34,323 | $3.36M | 0.03% | +9,547+38.5% | Added |
| Ironwood Investment Counsel, LLC | 34,380 | $3.36M | 0.52% | +2,414+7.6% | Added |
| Castle Rock Wealth Management, LLC | 35,064 | $3.36M | 0.79% | −3,004−7.9% | Reduced |
| Monetary Management Group Inc | 34,483 | $3.37M | 0.83% | −1,500−4.2% | Reduced |
| Nikulski Financial, Inc. | 34,508 | $3.37M | 0.92% | +484+1.4% | Added |
| Mission Creek Capital Partners, Inc. | 34,531 | $3.38M | 0.75% | −955−2.7% | Reduced |
| Midland Wealth Advisors LLC | 34,536 | $3.38M | 0.19% | +2,444+7.6% | Added |
| Alberta Investment Management Corp | 34,590 | $3.38M | 0.03% | +3,290+10.5% | Added |
| Financial Gravity Companies, Inc. | 34,613 | $3.38M | 0.66% | +34,613 | New |
| HCR Wealth Advisors | 34,655 | $3.39M | 0.40% | −120.0% | Reduced |
| SBI Securities Co., Ltd. | 34,702 | $3.39M | 0.10% | −4,150−10.7% | Reduced |
| Guardian Investment Management | 34,850 | $3.41M | 3.53% | −11,150−24.2% | Reduced |
| Legato Capital Management LLC | 34,865 | $3.41M | 0.41% | 00.0% | Unchanged |
| FCG Investment Co | 34,905 | $3.41M | 1.78% | −3,261−8.5% | Reduced |
| FLC Capital Advisors | 34,909 | $3.41M | 0.71% | −1,901−5.2% | Reduced |
| Apollon Financial, LLC | 34,966 | $3.42M | 0.71% | +4,077+13.2% | Added |
| NTV Asset Management LLC | 35,215 | $3.44M | 0.41% | +126+0.4% | Added |
| Mirabaud & Cie SA | 35,226 | $3.44M | 1.10% | +2,211+6.7% | Added |
| Nicholas Hoffman & Company, LLC. | 35,231 | $3.44M | 0.09% | +5,749+19.5% | Added |
| Silver Oak Securities, Inc | 35,368 | $3.46M | 0.29% | +214+0.6% | Added |
| Verdence Capital Advisors LLC | 35,432 | $3.46M | 0.24% | +372+1.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 35,500 | $3.47M | 0.98% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 35,454 | $3.47M | 0.46% | +35,454 | New |
| X-Square Capital, LLC | 35,703 | $3.49M | 1.26% | +186+0.5% | Added |
| FWL Investment Management, LLC | 35,937 | $3.51M | 1.08% | −2,151−5.6% | Reduced |
| Martin & Co Inc | 35,983 | $3.52M | 0.65% | +86+0.2% | Added |
| Legacy Bridge, LLC | 36,013 | $3.52M | 1.67% | −209−0.6% | Reduced |
| Security National Bank of Sioux City Iowa | 36,052 | $3.53M | 2.47% | +369+1.0% | Added |
| Genus Capital Management Inc. | 36,112 | $3.53M | 0.45% | −3,450−8.7% | Reduced |
| Copperwynd Financial, LLC | 36,115 | $3.53M | 0.88% | +2,933+8.8% | Added |
| Diligent Investors, LLC | 36,149 | $3.53M | 0.84% | −3,349−8.5% | Reduced |
| Momentum Wealth Planning, LLC | 36,151 | $3.53M | 3.01% | +36,151 | New |
| Front Row Advisors LLC | 36,202 | $3.54M | 1.23% | +152+0.4% | Added |
| Guardian Asset Advisors, LLC | 36,269 | $3.55M | 2.04% | +1,658+4.8% | Added |
| Everhart Financial Group, Inc. | 36,276 | $3.55M | 0.41% | +3,847+11.9% | Added |
| Fairfield, Bush & Co. | 36,281 | $3.55M | 2.01% | +564+1.6% | Added |
| Ameliora Wealth Management Ltd. | 36,297 | $3.55M | 1.27% | −5,019−12.1% | Reduced |
| Union Heritage Capital, LLC | 36,342 | $3.55M | 1.24% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 36,459 | $3.56M | 0.49% | −6,597−15.3% | Reduced |
| Trust Co of Virginia | 36,496 | $3.57M | 0.31% | +218+0.6% | Added |
| Wellington Shields & Co., LLC | 36,527 | $3.57M | 1.01% | +4,312+13.4% | Added |
| Beacon Investment Advisors LLC | 36,847 | $3.58M | 1.55% | +157+0.4% | Added |
| Garner Asset Management Corp | 36,658 | $3.58M | 1.66% | −6,813−15.7% | Reduced |
| RB Capital Management, LLC | 36,759 | $3.59M | 0.81% | +2,462+7.2% | Added |
| Brookwood Investment Group LLC | 36,877 | $3.61M | 0.58% | +14,635+65.8% | Added |
| Icapital Wealth LLC | 36,937 | $3.61M | 2.05% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 36,950 | $3.61M | 1.06% | +450+1.2% | Added |
| PFG Advisors | 37,053 | $3.62M | 0.17% | +4,369+13.4% | Added |
| Peterson Wealth Services | 37,169 | $3.63M | 1.00% | +597+1.6% | Added |
| Eads & Heald Wealth Management | 37,373 | $3.65M | 1.81% | −2,377−6.0% | Reduced |
| Hager Investment Management Services, LLC | 37,399 | $3.66M | 2.18% | −821−2.1% | Reduced |
| Trust Co of Oklahoma | 37,408 | $3.66M | 1.16% | +1,863+5.2% | Added |
| Gables Capital Management Inc. | 37,592 | $3.68M | 1.74% | −1,017−2.6% | Reduced |
| Private Wealth Asset Management, LLC | 37,775 | $3.69M | 0.49% | −5,919−13.5% | Reduced |
| Altman Advisors, Inc. | 37,624 | $3.70M | 1.51% | +196+0.5% | Added |
| MGB Wealth Management, LLC | 38,016 | $3.72M | 1.22% | +2,473+7.0% | Added |
| Phoenix Wealth Advisors | 38,016 | $3.72M | 1.56% | −2,842−7.0% | Reduced |
| Diversify Advisory Services, LLC | 35,898 | $3.72M | 0.14% | −15,463−30.1% | Reduced |
| Pathway Financial Advisers, LLC | 38,101 | $3.73M | 1.21% | −510−1.3% | Reduced |
| Kovack Advisors, Inc. | 38,101 | $3.73M | 0.37% | −4,410−10.4% | Reduced |
| Gutierrez Wealth Advisory, LLC | 38,130 | $3.73M | 2.50% | +109+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 38,227 | $3.74M | 0.41% | −735−1.9% | Reduced |
| Solidarilty Wealth, LLC | 38,232 | $3.74M | 0.87% | +3,300+9.4% | Added |
| Secure Asset Management, LLC | 38,241 | $3.74M | 0.69% | +5,984+18.6% | Added |
| Flavin Financial Services, Inc. | 38,286 | $3.74M | 3.63% | −1,966−4.9% | Reduced |
| Verity Asset Management, Inc. | 38,291 | $3.74M | 1.79% | +2,585+7.2% | Added |
| CHB Investment Group, LLC | 38,383 | $3.75M | 1.91% | +38,383 | New |
| Sunbelt Securities, Inc. | 41,550 | $3.75M | 0.33% | −5,909−12.5% | Reduced |
| Smithfield Trust Co | 38,395 | $3.75M | 0.18% | −878−2.2% | Reduced |
| St. Johns Investment Management Company, LLC | 38,462 | $3.76M | 1.73% | +554+1.5% | Added |
| Legacy Financial Strategies, LLC | 38,544 | $3.77M | 0.74% | +3,908+11.3% | Added |
| Sompo Asset Management Co., Ltd. | 38,660 | $3.78M | 0.66% | −6,570−14.5% | Reduced |
| Jupiter Asset Management Ltd | 38,686 | $3.78M | 0.03% | −1,071,182−96.5% | Reduced |
| Cooper Financial Group | 38,747 | $3.79M | 0.45% | −9,301−19.4% | Reduced |
| Buckhead Capital Management LLC | 38,844 | $3.80M | 1.47% | −6,599−14.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 38,256 | $3.80M | 1.50% | +3,336+9.6% | Added |
| Eagle Bluffs Wealth Management LLC | 38,895 | $3.80M | 1.81% | +173+0.4% | Added |
| Sage Mountain Advisors LLC | 38,944 | $3.81M | 0.25% | +4,115+11.8% | Added |
| Moore Capital Management, LP | 38,996 | $3.81M | 0.08% | +35,448+999.1% | Added |
| Graham Capital Management, L.P. | 39,008 | $3.81M | 0.12% | −17,633−31.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 39,027 | $3.82M | 2.33% | +408+1.1% | Added |
| Aigen Investment Management, LP | 39,109 | $3.82M | 0.52% | +27,785+245.4% | Added |
| Journey Strategic Wealth LLC | 39,111 | $3.82M | 0.12% | +12,373+46.3% | Added |
| Wynn Capital, LLC | 39,115 | $3.82M | 2.04% | −407−1.0% | Reduced |
| Amussen Hunsaker Associates LLC | 39,129 | $3.83M | 0.43% | −4,138−9.6% | Reduced |
| Avidian Wealth Solutions, LLC | 39,131 | $3.83M | 0.16% | −1,671−4.1% | Reduced |
| Chilton Investment Co LLC | 39,297 | $3.84M | 0.09% | +9,220+30.7% | Added |