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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 39,300 | $3.84M | 1.09% | −100−0.3% | Reduced |
| LMR Partners LLP | 39,307 | $3.84M | 0.06% | +9,307+31.0% | Added |
| Kinloch Capital, LLC | 39,538 | $3.87M | 1.80% | −174−0.4% | Reduced |
| Bank of Stockton | 39,630 | $3.88M | 1.15% | −101−0.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 39,708 | $3.88M | 0.22% | −3,149−7.3% | Reduced |
| Mach-1 Financial Group, Inc. | 39,736 | $3.89M | 1.13% | −154,191−79.5% | Reduced |
| ICW Investment Advisors LLC | 39,745 | $3.89M | 1.53% | −81−0.2% | Reduced |
| Silverleafe Capital Partners, LLC | 39,829 | $3.89M | 1.36% | −1,092−2.7% | Reduced |
| Waddell & Associates, LLC | 40,037 | $3.91M | 0.42% | +853+2.2% | Added |
| Mattson Financial Services, LLC | 40,172 | $3.93M | 1.06% | −446−1.1% | Reduced |
| Savoir Faire Capital Management, L.P. | 40,228 | $3.93M | 1.90% | +23,759+144.3% | Added |
| Providence Capital Advisors, LLC | 40,246 | $3.94M | 0.72% | +37,818+1,557.6% | Added |
| Holderness Investments Co | 40,442 | $3.95M | 0.85% | +1,222+3.1% | Added |
| Focus Financial Network, Inc. | 40,603 | $3.97M | 0.16% | −1,012−2.4% | Reduced |
| Haven Private, LLC | 40,707 | $3.98M | 1.76% | +612+1.5% | Added |
| Argentarii, LLC | 40,741 | $3.98M | 1.83% | −665−1.6% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 40,800 | $3.99M | 2.66% | −1,350−3.2% | Reduced |
| Sciencast Management LP | 40,981 | $4.01M | 0.83% | +40,981 | New |
| Turn8 Private Wealth Inc. | 39,765 | $4.01M | 2.89% | +536+1.4% | Added |
| Delta Investment Management, LLC | 41,234 | $4.03M | 0.77% | −280−0.7% | Reduced |
| Oarsman Capital, Inc. | 41,237 | $4.03M | 0.63% | +118+0.3% | Added |
| First Heartland Consultants, Inc. | 41,250 | $4.03M | 0.36% | +963+2.4% | Added |
| Mattern Wealth Management LLC | 41,363 | $4.04M | 0.84% | −9,963−19.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 41,485 | $4.06M | 0.16% | +3,272+8.6% | Added |
| Parsons Capital Management Inc | 41,555 | $4.06M | 0.25% | +39+0.1% | Added |
| RD Lewis Holdings, Inc. | 39,456 | $4.07M | 4.11% | −928−2.3% | Reduced |
| Gold Investment Management Ltd. | 41,576 | $4.08M | 1.53% | +528+1.3% | Added |
| Te Ahumairangi Investment Management Ltd | 41,895 | $4.10M | 0.73% | −22,450−34.9% | Reduced |
| Cetera Trust Company, N.A | 42,202 | $4.13M | 2.46% | −150−0.4% | Reduced |
| Chemung Canal Trust Co | 42,213 | $4.13M | 0.87% | −1,415−3.2% | Reduced |
| Victrix Investment Advisors | 42,261 | $4.13M | 1.83% | +651+1.6% | Added |
| Shayne & Co., LLC | 42,292 | $4.14M | 1.37% | −1,325−3.0% | Reduced |
| IMA Wealth, Inc. | 42,443 | $4.15M | 0.45% | +37+0.1% | Added |
| Mustard Seed Financial, LLC | 42,487 | $4.15M | 2.99% | −1,553−3.5% | Reduced |
| Cary Street Partners Financial LLC | 42,561 | $4.16M | 0.12% | −45,045−51.4% | Reduced |
| Willis Johnson & Associates, Inc. | 42,626 | $4.17M | 0.28% | +18,485+76.6% | Added |
| Anderson Hoagland & Co | 42,633 | $4.17M | 0.40% | +2,077+5.1% | Added |
| FLP Wealth Management, LLC | 42,647 | $4.17M | 11.70% | +1,799+4.4% | Added |
| White Pine Capital LLC | 42,709 | $4.18M | 1.33% | +425+1.0% | Added |
| Raiffeisen Bank International AG | 43,113 | $4.19M | 0.06% | −19,731−31.4% | Reduced |
| Cigna Investments Inc | 42,871 | $4.19M | 0.72% | −945−2.2% | Reduced |
| Bank of New Hampshire | 43,168 | $4.22M | 1.05% | −2,385−5.2% | Reduced |
| Canandaigua National Bank & Trust Co | 43,182 | $4.22M | 0.39% | −948−2.1% | Reduced |
| New Hampshire Trust | 43,231 | $4.23M | 0.88% | −841−1.9% | Reduced |
| Arcadia Investment Management Corp | 43,305 | $4.23M | 0.68% | −1,255−2.8% | Reduced |
| MOKAN Wealth Management Inc. | 43,311 | $4.23M | 2.37% | +1,654+4.0% | Added |
| Pegasus Asset Management, Inc. | 43,363 | $4.24M | 1.45% | +1,656+4.0% | Added |
| Marshall Financial Group LLC | 42,827 | $4.25M | 0.83% | −942−2.2% | Reduced |
| Prosperity Consulting Group, LLC | 43,586 | $4.26M | 0.31% | −555−1.3% | Reduced |
| Beacon Financial Group | 43,609 | $4.26M | 0.44% | −59−0.1% | Reduced |
| Summit Place Financial Advisors, LLC | 43,622 | $4.27M | 2.15% | +274+0.6% | Added |
| Second Line Capital, LLC | 43,740 | $4.28M | 0.99% | +1,560+3.7% | Added |
| Chatham Capital Group, Inc. | 43,789 | $4.28M | 0.65% | −570−1.3% | Reduced |
| Nilsine Partners, LLC | 43,802 | $4.28M | 0.43% | +1,528+3.6% | Added |
| Northern Financial Advisors Inc | 43,857 | $4.29M | 3.22% | −180−0.4% | Reduced |
| LM Advisors LLC | 43,865 | $4.29M | 0.55% | +5,284+13.7% | Added |
| Linden Thomas Advisory Services, LLC | 43,880 | $4.29M | 0.47% | +968+2.3% | Added |
| Dividend Assets Capital, LLC | 43,934 | $4.30M | 0.78% | +84+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 43,999 | $4.30M | 0.49% | −3,957−8.3% | Reduced |
| West Michigan Advisors, LLC | 44,002 | $4.30M | 1.21% | +110+0.3% | Added |
| Cullen Capital Management LLC | 44,033 | $4.31M | 0.05% | −2,889−6.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 44,045 | $4.31M | 2.62% | −555−1.2% | Reduced |
| Clarius Group, LLC | 44,087 | $4.31M | 0.25% | −3,341−7.0% | Reduced |
| Systematic Alpha Investments, LLC | 44,100 | $4.31M | 0.15% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 44,200 | $4.32M | 1.50% | +500+1.1% | Added |
| Hedeker Wealth, LLC | 44,270 | $4.33M | 1.01% | +23,178+109.9% | Added |
| Two Sigma Securities, LLC | 44,334 | $4.33M | 0.53% | +36,464+463.3% | Added |
| Providence Wealth Advisors, LLC | 42,387 | $4.34M | 2.98% | +159+0.4% | Added |
| Spirit of America Management Corp | 44,452 | $4.35M | 0.91% | −2,600−5.5% | Reduced |
| GeoWealth Management, LLC | 44,521 | $4.35M | 0.17% | −6,002−11.9% | Reduced |
| Thompson Davis & Co., Inc. | 44,642 | $4.37M | 2.98% | +37,490+524.2% | Added |
| Simon Quick Advisors, LLC | 44,647 | $4.37M | 0.22% | +15,688+54.2% | Added |
| Rational Advisors LLC | 44,689 | $4.37M | 0.43% | +1,778+4.1% | Added |
| CoreCap Advisors, LLC | 44,796 | $4.38M | 0.18% | −2,875−6.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 44,801 | $4.38M | 1.14% | +50+0.1% | Added |
| Bowman & Co S.C. | 44,905 | $4.39M | 1.96% | +353+0.8% | Added |
| Northstar Asset Management LLC | 44,929 | $4.39M | 1.01% | −880−1.9% | Reduced |
| Accurate Wealth Management, LLC | 46,337 | $4.40M | 0.67% | +6,785+17.2% | Added |
| Axecap Investments, LLC | 45,183 | $4.42M | 2.88% | +4,725+11.7% | Added |
| Boston Partners | 45,184 | $4.42M | 0.00% | −13,688−23.3% | Reduced |
| Intrust Bank NA | 45,300 | $4.43M | 0.39% | −352−0.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 45,300 | $4.43M | 2.96% | −373−0.8% | Reduced |
| Allred Capital Management, LLC | 45,301 | $4.43M | 1.66% | +511+1.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,727 | $4.45M | 2.49% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 45,630 | $4.46M | 0.51% | −1,603−3.4% | Reduced |
| E Fund Management Co., Ltd. | 45,635 | $4.46M | 0.21% | −11,598−20.3% | Reduced |
| Parkside Investments, LLC | 45,709 | $4.47M | 0.61% | −580−1.3% | Reduced |
| Stokes Family Office, LLC | 45,734 | $4.47M | 0.47% | +178+0.4% | Added |
| Lester Murray Antman dba SimplyRich | 45,792 | $4.48M | 1.25% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 45,857 | $4.48M | 4.45% | −5,805−11.2% | Reduced |
| Money Concepts Capital Corp | 45,993 | $4.50M | 0.30% | +4,510+10.9% | Added |
| Burke & Herbert Bank & Trust Co | 46,001 | $4.50M | 1.01% | +205+0.4% | Added |
| Arlington Partners LLC | 46,010 | $4.50M | 1.66% | +3,525+8.3% | Added |
| Northwest & Ethical Investments L.P. | 46,183 | $4.51M | 0.11% | −15,910−25.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 46,323 | $4.53M | 0.74% | +116+0.3% | Added |
| Profund Advisors LLC | 46,370 | $4.53M | 0.16% | −1,938−4.0% | Reduced |
| Cozad Asset Management Inc | 46,386 | $4.54M | 0.40% | +930+2.0% | Added |
| Consolidated Portfolio Review Corp | 46,442 | $4.54M | 0.63% | +2,698+6.2% | Added |
| Security National Bank of So Dak | 46,540 | $4.55M | 2.48% | −707−1.5% | Reduced |
| SageView Advisory Group, LLC | 46,761 | $4.56M | 0.17% | +1,070+2.3% | Added |