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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 52,813 | $5.16M | 0.16% | +43,502+467.2% | Added |
| Jaffetilchin Investment Partners, LLC | 52,961 | $5.18M | 0.34% | +13,039+32.7% | Added |
| Capstone Triton Financial Group, LLC | 52,970 | $5.18M | 3.76% | +52,970 | New |
| Mendel Capital Management LLC | 53,003 | $5.18M | 2.95% | −268−0.5% | Reduced |
| IPG Investment Advisors LLC | 53,043 | $5.19M | 1.01% | −3,497−6.2% | Reduced |
| Gsa Capital Partners LLP | 53,082 | $5.19M | 0.36% | +19,193+56.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 53,204 | $5.20M | 0.97% | +133+0.3% | Added |
| Fulton Bank, N.A. | 53,270 | $5.21M | 0.19% | −2,659−4.8% | Reduced |
| Delta Financial Advisors LLC | 53,286 | $5.21M | 1.83% | −797−1.5% | Reduced |
| Accuvest Global Advisors | 53,335 | $5.21M | 3.39% | +7,063+15.3% | Added |
| Nebula Research & Development LLC | 53,518 | $5.23M | 0.45% | +7,420+16.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 53,540 | $5.24M | 1.72% | −3,055−5.4% | Reduced |
| Aries Wealth Management | 53,621 | $5.24M | 1.37% | −1,834−3.3% | Reduced |
| Mission Wealth Management, LP | 53,696 | $5.25M | 0.11% | +211+0.4% | Added |
| JPL Wealth Management, LLC | 53,715 | $5.25M | 1.42% | +1,244+2.4% | Added |
| Meridian Investment Counsel Inc. | 53,798 | $5.26M | 1.43% | 00.0% | Unchanged |
| Resources Management Corp | 54,000 | $5.28M | 0.72% | +112+0.2% | Added |
| Belpointe Asset Management LLC | 54,011 | $5.28M | 0.22% | +9,498+21.3% | Added |
| Pines Wealth Management, LLC | 53,876 | $5.30M | 1.87% | +763+1.4% | Added |
| SummitTX Capital, L.P. | 54,213 | $5.30M | 0.23% | +41,309+320.1% | Added |
| HORAN Wealth, LLC | 54,229 | $5.30M | 1.62% | +54,229 | New |
| Kampmann Melissa S. | 54,384 | $5.32M | 3.99% | −2,405−4.2% | Reduced |
| Cobler Capital Management, LLC | 54,540 | $5.32M | 6.20% | +54,540 | New |
| Analyst IMS Investment Management Services Ltd. | 54,506 | $5.33M | 0.18% | +1,382+2.6% | Added |
| WealthShield Partners, LLC | 54,642 | $5.34M | 0.65% | −44,318−44.8% | Reduced |
| Riverview Capital Advisers, LLC | 54,663 | $5.34M | 1.53% | −324−0.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 54,721 | $5.35M | 0.06% | −11,192−17.0% | Reduced |
| Monument Capital Management | 54,859 | $5.36M | 1.40% | −145−0.3% | Reduced |
| Hollow Brook Wealth Management LLC | 54,886 | $5.37M | 1.57% | −354−0.6% | Reduced |
| Financial Advisory Partners, LLC | 54,891 | $5.37M | 1.69% | −2,440−4.3% | Reduced |
| Hixon Zuercher, LLC | 55,083 | $5.39M | 1.74% | −92−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 55,088 | $5.39M | 0.46% | +2,002+3.8% | Added |
| Westmount Partners, LLC | 55,097 | $5.39M | 1.48% | +200.0% | Added |
| Chicago Partners Investment Group LLC | 56,512 | $5.41M | 0.16% | +5,076+9.9% | Added |
| Coastline Trust Co | 55,506 | $5.43M | 0.62% | −247−0.4% | Reduced |
| Liberty One Investment Management, LLC | 56,019 | $5.48M | 0.55% | −7,594−11.9% | Reduced |
| Mirae Asset Securities (USA) Inc. | 56,045 | $5.48M | 0.24% | −94,348−62.7% | Reduced |
| Weatherly Asset Management L. P. | 56,140 | $5.49M | 0.47% | +3,696+7.0% | Added |
| Greenwood Capital Associates LLC | 56,164 | $5.49M | 0.68% | −2,050−3.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 56,176 | $5.49M | 0.89% | +5,125+10.0% | Added |
| Gilder Gagnon Howe & Co LLC | 56,190 | $5.49M | 0.06% | −10,236−15.4% | Reduced |
| Broad Peak Investment Advisers Pte Ltd | 56,200 | $5.50M | 1.71% | +56,200 | New |
| Bowen Hanes & Co Inc | 56,240 | $5.50M | 0.14% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 56,377 | $5.51M | 1.40% | +1,958+3.6% | Added |
| Bensler, LLC | 56,608 | $5.54M | 0.62% | −226−0.4% | Reduced |
| Fairvoy Private Wealth, LLC | 56,675 | $5.54M | 1.38% | +806+1.4% | Added |
| Crestwood Advisors Group LLC | 56,856 | $5.56M | 0.10% | +1,882+3.4% | Added |
| FourThought Financial Partners, LLC | 57,007 | $5.57M | 0.55% | −662−1.1% | Reduced |
| Vectors Research Management, LLC | 57,230 | $5.60M | 1.92% | −12,406−17.8% | Reduced |
| Hengehold Capital Management LLC | 57,338 | $5.61M | 0.51% | −2,690−4.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 57,370 | $5.61M | 1.78% | −2,627−4.4% | Reduced |
| BFSG, LLC | 57,427 | $5.62M | 0.63% | −1,423−2.4% | Reduced |
| Trifecta Capital Advisors, LLC | 57,619 | $5.63M | 0.94% | +4,680+8.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 57,686 | $5.64M | 2.02% | +340+0.6% | Added |
| Snider Financial Group | 57,761 | $5.65M | 1.63% | −42−0.1% | Reduced |
| MV Capital Management, Inc. | 57,781 | $5.65M | 0.58% | −1,336−2.3% | Reduced |
| Citizens Business Bank | 57,837 | $5.66M | 1.10% | +419+0.7% | Added |
| Smith, Moore & Co. | 57,895 | $5.66M | 0.48% | −2,806−4.6% | Reduced |
| Oak Family Advisors, LLC | 57,920 | $5.66M | 2.05% | −17,574−23.3% | Reduced |
| Nvest Financial, LLC | 58,216 | $5.69M | 2.96% | +483+0.8% | Added |
| Creekmur Asset Management LLC | 58,316 | $5.70M | 1.01% | +23,879+69.3% | Added |
| Kingsman Wealth Management, Inc. | 58,375 | $5.71M | 3.56% | +1,792+3.2% | Added |
| Berry Wealth Group, LP | 58,524 | $5.72M | 4.00% | +36+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 58,610 | $5.73M | 0.34% | −928−1.6% | Reduced |
| Palisade Asset Management, LLC | 58,662 | $5.74M | 0.57% | −335−0.6% | Reduced |
| Columbus Macro, LLC | 58,904 | $5.76M | 0.71% | −9,426−13.8% | Reduced |
| NorthRock Partners, LLC | 58,994 | $5.77M | 0.15% | −6,545−10.0% | Reduced |
| Convergence Investment Partners, LLC | 59,092 | $5.78M | 1.46% | −14,816−20.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 59,109 | $5.78M | 0.69% | −1,771−2.9% | Reduced |
| Kathmere Capital Management, LLC | 59,209 | $5.79M | 0.45% | +4,447+8.1% | Added |
| Flputnam Investment Management Co | 59,551 | $5.82M | 0.10% | −514−0.9% | Reduced |
| Good Life Advisors, LLC | 59,655 | $5.83M | 0.36% | −520−0.9% | Reduced |
| Greenline Partners, LLC | 59,673 | $5.83M | 0.79% | +690+1.2% | Added |
| Checchi Capital Advisers, LLC | 59,695 | $5.84M | 0.41% | +1,301+2.2% | Added |
| Compass Wealth Management LLC | 59,767 | $5.84M | 1.39% | −1,653−2.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 59,850 | $5.85M | 1.33% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 59,899 | $5.86M | 2.66% | −3,382−5.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 59,990 | $5.87M | 1.01% | −1,234−2.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $5.87M | 1.25% | 00.0% | Unchanged |
| Fortress Investment Group LLC | 60,000 | $5.87M | 0.83% | +60,000 | New |
| EFG Asset Management (Americas) Corp. | 60,124 | $5.88M | 1.08% | −4,715−7.3% | Reduced |
| Harbour Investments, Inc. | 60,152 | $5.88M | 0.15% | +408+0.7% | Added |
| Trust Point Inc. | 60,344 | $5.90M | 0.56% | +6,789+12.7% | Added |
| Weiss Asset Management LP | 60,423 | $5.91M | 0.09% | +60,423 | New |
| KG&L Capital Management,LLC | 60,450 | $5.91M | 1.74% | +2,727+4.7% | Added |
| Family Legacy, Inc. | 60,529 | $5.92M | 1.92% | −3,637−5.7% | Reduced |
| Krilogy Financial LLC | 60,602 | $5.93M | 0.34% | +1,527+2.6% | Added |
| SPC Financial, Inc. | 60,829 | $5.95M | 0.50% | −543−0.9% | Reduced |
| Byrne Financial Freedom, LLC | 61,030 | $5.97M | 2.98% | +1,440+2.4% | Added |
| Claret Asset Management Corp | 61,035 | $5.97M | 0.77% | −3,488−5.4% | Reduced |
| DSG Capital Advisors, LLC | 61,067 | $5.97M | 1.06% | +632+1.0% | Added |
| Peninsula Asset Management Inc | 61,237 | $5.99M | 3.16% | −175−0.3% | Reduced |
| Gryphon Financial Partners LLC | 61,256 | $5.99M | 0.78% | +6,169+11.2% | Added |
| Saranac Partners Ltd | 61,315 | $6.00M | 3.18% | −6,020−8.9% | Reduced |
| Abn Amro Investment Solutions | 61,335 | $6.00M | 0.12% | −3,412−5.3% | Reduced |
| Kanawha Capital Management LLC | 61,387 | $6.00M | 0.45% | +1,257+2.1% | Added |
| Guardian Wealth Advisors, LLC | 61,428 | $6.01M | 0.42% | +3,824+6.6% | Added |
| Councilmark Asset Management, LLC | 61,485 | $6.01M | 3.81% | −635−1.0% | Reduced |
| Hall Capital Management Co Inc | 61,595 | $6.02M | 2.54% | +234+0.4% | Added |
| First National Advisers, LLC | 61,691 | $6.03M | 0.88% | +302+0.5% | Added |