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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 46,893 | $4.58M | 1.93% | −609−1.3% | Reduced |
| Wambolt & Associates, LLC | 46,803 | $4.60M | 1.55% | −1,604−3.3% | Reduced |
| Harvey Capital Management Inc | 46,950 | $4.61M | 1.08% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 47,213 | $4.62M | 1.59% | −2,085−4.2% | Reduced |
| Arvest Investments, Inc. | 47,213 | $4.62M | 0.69% | +1,757+3.9% | Added |
| Peterson Wealth Management | 47,230 | $4.62M | 2.74% | −3,077−6.1% | Reduced |
| Stratos Wealth Advisors, LLC | 47,241 | $4.62M | 0.24% | −2,417−4.9% | Reduced |
| Peddock Capital Advisors, LLC | 47,295 | $4.62M | 1.07% | −1,311−2.7% | Reduced |
| AIMZ Investment Advisors, LLC | 47,357 | $4.63M | 1.55% | −1,771−3.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 47,453 | $4.64M | 0.87% | −2,225−4.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 47,480 | $4.64M | 0.27% | −204−0.4% | Reduced |
| Essex Savings Bank | 47,536 | $4.65M | 1.11% | −1,113−2.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 47,608 | $4.66M | 0.38% | −2,753−5.5% | Reduced |
| Spears Abacus Advisors LLC | 47,677 | $4.66M | 0.09% | −18,694−28.2% | Reduced |
| SeaCrest Wealth Management, LLC | 47,724 | $4.67M | 0.51% | −3,038−6.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 47,845 | $4.68M | 1.01% | +3,396+7.6% | Added |
| Madden Securities Corp | 47,892 | $4.68M | 1.57% | −204−0.4% | Reduced |
| Golden State Equity Partners | 47,907 | $4.68M | 0.87% | +686+1.5% | Added |
| Sterling Investment Advisors, Ltd. | 47,969 | $4.69M | 1.03% | −892−1.8% | Reduced |
| Welch Group, LLC | 47,970 | $4.69M | 0.20% | +836+1.8% | Added |
| Brendel Financial Advisors LLC | 48,018 | $4.70M | 2.63% | +140.0% | Added |
| Thomasville National Bank | 48,019 | $4.70M | 0.32% | −3,731−7.2% | Reduced |
| SeaBridge Investment Advisors LLC | 48,046 | $4.70M | 0.87% | −11,379−19.1% | Reduced |
| Duncker Streett & Co Inc | 48,223 | $4.72M | 0.86% | −774−1.6% | Reduced |
| Garrett Investment Advisors LLC | 48,332 | $4.73M | 0.42% | +293+0.6% | Added |
| Skye Global Management LP | 48,400 | $4.73M | 0.10% | +48,400 | New |
| Miller Investment Management, LP | 48,450 | $4.74M | 0.50% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 48,489 | $4.74M | 0.77% | −458−0.9% | Reduced |
| David Loasby | 48,167 | $4.74M | 0.40% | +584+1.2% | Added |
| Exeter Financial, LLC | 48,556 | $4.75M | 2.11% | −14,177−22.6% | Reduced |
| Owen LaRue, LLC | 48,565 | $4.75M | 2.02% | +5,204+12.0% | Added |
| Fidelis Capital Partners, LLC | 45,963 | $4.75M | 0.43% | +4,764+11.6% | Added |
| Delos Wealth Advisors, LLC | 48,649 | $4.76M | 3.71% | −3,106−6.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 48,654 | $4.76M | 1.49% | −994−2.0% | Reduced |
| Rahlfs Capital, LLC | 48,665 | $4.76M | 4.36% | −11,404−19.0% | Reduced |
| Ameritas Investment Partners, Inc. | 48,702 | $4.76M | 0.15% | −797−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 48,774 | $4.77M | 0.38% | −728−1.5% | Reduced |
| Benedict Financial Advisors Inc | 48,796 | $4.77M | 1.08% | −1,326−2.6% | Reduced |
| Finer Wealth Management, Inc. | 48,904 | $4.78M | 2.56% | +675+1.4% | Added |
| Mather Group, LLC. | 49,145 | $4.81M | 0.05% | −1,248−2.5% | Reduced |
| CFS Investment Advisory Services, LLC | 49,147 | $4.81M | 0.39% | −433−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 49,341 | $4.82M | 0.26% | −2,115−4.1% | Reduced |
| Smartleaf Asset Management LLC | 49,608 | $4.83M | 0.43% | −4,913−9.0% | Reduced |
| Pacifica Partners Inc. | 49,697 | $4.83M | 1.96% | −2,316−4.5% | Reduced |
| Ledyard National Bank | 49,467 | $4.84M | 0.46% | +232+0.5% | Added |
| Shepherd Financial Partners LLC | 49,552 | $4.85M | 0.51% | −554−1.1% | Reduced |
| Farmers Trust Co | 49,665 | $4.86M | 0.91% | −17,372−25.9% | Reduced |
| Larson Financial Group LLC | 49,705 | $4.86M | 0.20% | +4,677+10.4% | Added |
| Wealth Alliance Advisory Group, LLC | 49,723 | $4.86M | 0.93% | +1,058+2.2% | Added |
| MainStreet Investment Advisors LLC | 49,739 | $4.86M | 0.67% | −434−0.9% | Reduced |
| Evergreen Capital Management LLC | 49,770 | $4.87M | 0.15% | +4,400+9.7% | Added |
| Weaver Capital Management LLC | 49,784 | $4.87M | 1.20% | −579−1.1% | Reduced |
| Sarasin & Partners LLP | 50,023 | $4.89M | 0.05% | −10,000−16.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 50,032 | $4.89M | 2.13% | −1,443−2.8% | Reduced |
| Westover Capital Advisors, LLC | 50,062 | $4.90M | 0.98% | +252+0.5% | Added |
| Univest Financial Corp | 50,074 | $4.90M | 0.29% | +1,564+3.2% | Added |
| Broadwater Capital Management LLC | 4,905,329 | $4.91M | 3.81% | +4,852,962+9,267.2% | Added |
| Financial Security Advisor, Inc. | 50,170 | $4.91M | 1.13% | +478+1.0% | Added |
| Xcel Wealth Management, LLC | 50,430 | $4.93M | 1.40% | −2,308−4.4% | Reduced |
| Naples Global Advisors, LLC | 50,442 | $4.93M | 0.42% | +2,437+5.1% | Added |
| Essex Financial Services, Inc. | 50,448 | $4.93M | 0.32% | +2,169+4.5% | Added |
| Finivi Inc. | 50,689 | $4.96M | 3.36% | +685+1.4% | Added |
| Alps Advisors Inc | 50,700 | $4.96M | 0.03% | −3,242−6.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 50,711 | $4.96M | 2.72% | −1,370−2.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 50,707 | $4.97M | 2.68% | +400+0.8% | Added |
| Permanens Capital L.P. | 50,851 | $4.97M | 0.68% | +5,826+12.9% | Added |
| Quadcap Wealth Management, LLC | 50,870 | $4.97M | 0.63% | +80+0.2% | Added |
| Ibex Wealth Advisors | 50,904 | $4.98M | 0.53% | +50,904 | New |
| Huntleigh Advisors, Inc. | 50,944 | $4.98M | 0.96% | −43−0.1% | Reduced |
| Pure Financial Advisors, Inc. | 50,959 | $4.98M | 0.09% | +12,991+34.2% | Added |
| Alpha Cubed Investments, LLC | 50,963 | $4.98M | 0.19% | +3,380+7.1% | Added |
| Cohen Klingenstein LLC | 51,000 | $4.99M | 0.17% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 51,110 | $5.00M | 0.36% | −7,988−13.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 51,131 | $5.00M | 1.04% | +830+1.7% | Added |
| Waldron Private Wealth LLC | 51,174 | $5.00M | 0.22% | −434−0.8% | Reduced |
| North Star Investment Management Corp. | 51,299 | $5.02M | 0.35% | −93−0.2% | Reduced |
| Helen Stephens Group, LLC | 51,470 | $5.03M | 1.25% | +33,543+187.1% | Added |
| J. W. Coons Advisors, LLC | 51,583 | $5.04M | 1.14% | +190+0.4% | Added |
| Y.D. More Investments Ltd | 51,589 | $5.04M | 0.35% | −5,345−9.4% | Reduced |
| Means Investment Co., Inc. | 51,899 | $5.07M | 0.48% | +33+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 51,905 | $5.08M | 1.08% | +8,699+20.1% | Added |
| Capital Investment Advisory Services, LLC | 51,968 | $5.08M | 0.42% | −284−0.5% | Reduced |
| Lighthouse Investment Partners, LLC | 51,987 | $5.08M | 0.22% | −304,726−85.4% | Reduced |
| Successful Portfolios LLC | 52,037 | $5.09M | 3.13% | −104−0.2% | Reduced |
| Qtron Investments LLC | 52,068 | $5.09M | 0.65% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 52,139 | $5.10M | 1.76% | +3,582+7.4% | Added |
| Hoey Investments, Inc | 52,154 | $5.10M | 0.76% | −8,416−13.9% | Reduced |
| ROI Financial Advisors, LLC | 52,193 | $5.10M | 3.24% | +3,999+8.3% | Added |
| Harvest Fund Management Co., Ltd | 56,458 | $5.11M | 0.24% | +310+0.6% | Added |
| Advyzon Investment Management, LLC | 52,250 | $5.11M | 1.13% | +34,321+191.4% | Added |
| Avestar Capital, LLC | 52,290 | $5.11M | 0.37% | +5,295+11.3% | Added |
| CFM Wealth Partners LLC | 52,311 | $5.11M | 0.81% | +1,929+3.8% | Added |
| Private Trust Co NA | 52,433 | $5.13M | 0.49% | +2,084+4.1% | Added |
| Savvy Advisors, Inc. | 52,490 | $5.13M | 0.34% | +12,692+31.9% | Added |
| Occudo Quantitative Strategies LP | 52,538 | $5.14M | 0.58% | −29,661−36.1% | Reduced |
| Harbor Investment Advisory, LLC | 52,554 | $5.14M | 0.46% | +564+1.1% | Added |
| Northstar Group, Inc. | 52,612 | $5.14M | 0.79% | −201−0.4% | Reduced |
| Lincluden Management Ltd | 52,685 | $5.15M | 0.57% | −320−0.6% | Reduced |
| Independence Bank of Kentucky | 52,776 | $5.16M | 0.73% | +720+1.4% | Added |
| JT Stratford LLC | 52,777 | $5.16M | 0.78% | +235+0.4% | Added |