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Livermore
Livermore
ZHEN

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; 4,425 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
1,682 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.

Institutional holdersQ2 2025: 3,976 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ2 2025: $275.7B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q1 2025.

Institutions holding WMT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Blue Zone Wealth Advisors, LLC2,085$203.9K0.05%−429−17.1%Reduced
Abound Wealth Management2,086$204.0K0.06%−182−8.0%Reduced
Andina Capital Management, LLC2,087$204.0K0.14%+2,087New
Portland Global Advisors LLC2,089$204.3K0.02%+2,089New
Tanager Wealth Management LLP2,089$204.3K0.02%+2,089New
McCollum Christoferson Group LLC2,091$204.5K0.06%+2,091New
Stone House Investment Management, LLC2,094$204.7K0.04%+3+0.1%Added
Isthmus Partners, LLC2,096$204.9K0.02%+2,096New
JNBA Financial Advisors2,098$205.1K0.02%+46+2.2%Added
Oak Associates, Ltd2,100$205.3K0.01%+2,100New
BCGM Wealth Management, LLC2,100$205.3K0.06%+2,100New
Orcam Financial Group2,100$205.3K0.18%+2,100New
Volterra Technologies LP2,102$205.5K0.28%+2,102New
Dash Acquisitions Inc.2,150$205.7K0.04%00.0%Unchanged
McCarthy & Cox2,105$205.8K0.05%+2,105New
Greater Midwest Financial Group, LLC2,108$206.1K0.16%+2,108New
IVC Wealth Advisors LLC2,108$206.1K0.10%+2,108New
KRS Capital Management, LLC2,111$206.5K0.14%+2,111New
Marshall & Sterling Wealth Advisors Inc.2,117$206.8K0.14%−14−0.7%Reduced
HRC Wealth Management, LLC2,116$206.9K0.11%+2,116New
Lebenthal Global Advisors, LLC2,118$207.1K0.04%+2,118New
Sloy Dahl & Holst, LLC2,121$207.4K0.03%+2,121New
Y-Intercept (Hong Kong) Ltd2,122$207.5K0.01%−113,095−98.2%Reduced
Yeomans Consulting Group, Inc.2,115$207.8K0.09%+2,115New
Ade, LLC2,127$208.0K0.11%−430−16.8%Reduced
Sentinel Pension Advisors Inc2,127$208.0K0.04%+2,127New
TTP Investments, Inc.2,129$208.2K0.07%+2,129New
Mizuho Securities Co. Ltd.2,130$208.3K0.75%+2,130New
Robinson Smith Wealth Advisors LLC2,133$208.6K0.17%+2,133New
ARK & TLK Investments, LLC2,134$208.7K0.07%+2,134New
Puff Wealth Management, LLC2,139$209.1K0.34%+2,139New
Dean, Jacobson Financial Services, LLC2,139$209.2K0.16%+2,139New
Christensen, King & Associates Investment Services, Inc.2,144$209.7K0.10%+2,144New
ORBA Wealth Advisors, L.L.C.2,149$210.1K0.19%−1,607−42.8%Reduced
Fortitude Family Office, LLC2,149$210.1K0.07%−1,464−40.5%Reduced
Rakuten Securities, Inc.2,157$210.9K0.08%−1,654−43.4%Reduced
Fortis Capital Management LLC2,159$211.1K0.03%+2,159New
Lloyd Advisory Services, LLC.2,169$212.1K0.10%+2,169New
Michael B. Yongue2,181$213.3K0.16%+2,181New
Brave Asset Management Inc2,183$213.5K0.06%+2,183New
Gill Capital Partners, LLC2,187$213.8K0.07%+2,187New
Santori & Peters2,189$214.0K0.08%+2,189New
Wescott Financial Advisory Group, LLC2,191$214.2K0.02%+2,191New
Skyline Advisors, Inc.2,192$214.4K0.08%+2,192New
Kondo Wealth Advisors, Inc.2,185$214.7K0.09%+2,185New
SWAN Capital LLC2,200$215.1K0.09%+976+79.7%Added
Madrid Financial Services2,200$215.1K0.15%+2,200New
Berkshire Money Management, Inc.2,210$216.1K0.02%−748−25.3%Reduced
Hidden Cove Wealth Management, LLC2,211$216.2K0.16%+2,211New
Joule Financial, LLC2,214$216.5K0.07%−130−5.5%Reduced
WPG Advisers, LLC2,216$216.7K0.18%−546−19.8%Reduced
LifeGoal Wealth Advisors2,217$216.8K0.21%−739−25.0%Reduced
Prospect Financial Group LLC2,218$216.9K0.23%+2,218New
Wolff Financial Management LLC2,223$217.0K0.06%+2,223New
GatePass Capital, LLC2,221$217.2K0.14%−341−13.3%Reduced
Carolina Wealth Advisors, LLC2,229$218.0K0.11%00.0%Unchanged
Johnson Financial Group, LLC2,237$218.7K0.02%−622−21.8%Reduced
Idaho Trust Bank2,239$218.9K0.08%+2,239New
Menard Financial Group LLC2,240$219.0K0.13%00.0%Unchanged
Ritter Daniher Financial Advisory LLC2,247$219.7K0.05%+780+53.2%Added
Johnson Bixby & Associates, LLC2,247$219.7K0.03%+2,247New
Droms Strauss Advisors Inc2,249$219.9K0.07%+2,249New
AllSquare Wealth Management LLC2,250$220.0K0.12%00.0%Unchanged
Sava Infond d.o.o.2,250$220.0K0.03%00.0%Unchanged
Financial Council Asset Management Inc2,253$220.3K0.11%+2,253New
Cape Cod Five Cents Savings Bank2,729$220.4K0.02%00.0%Unchanged
Oak Ridge Investments LLC2,258$220.8K0.02%+2,258New
Baker Boyer National Bank2,258$220.8K0.08%+2,258New
Opinicus Capital, Inc.2,258$220.8K0.17%+2,258New
Scott Capital Advisors, LLC2,284$221.1K0.06%+5+0.2%Added
Frazier Financial Advisors, LLC2,265$221.5K0.16%00.0%Unchanged
Brady Martz Wealth Solutions, LLC2,268$221.8K0.04%+2,268New
Graves-Light Private Wealth Management, Inc.2,269$221.9K0.03%+2,269New
Asset Planning Corporation2,271$222.1K0.12%+2,271New
Shilanski & Associates, Inc.2,272$222.2K0.06%−14−0.6%Reduced
Saybrook Capital2,275$222.4K0.06%−600−20.9%Reduced
Avenue 1 Advisors, LLC2,276$222.5K0.08%+2,276New
Baring Financial LLC2,279$222.8K0.17%−101−4.2%Reduced
BIP Alliance, LLC2,279$222.8K0.09%+2,279New
Avant Capital LLC2,280$222.9K0.17%−299−11.6%Reduced
Parisi Gray Wealth Management2,292$224.1K0.06%+4+0.2%Added
Base Wealth Management LLC2,293$224.2K0.14%−61−2.6%Reduced
Madrona Financial Services, LLC2,297$224.6K0.05%+2,297New
Fountainhead AM, LLC2,298$224.7K0.03%+2,298New
Greenup Street Wealth Management LLC2,300$224.9K0.04%−342−12.9%Reduced
Brio Consultants, LLC2,305$225.4K0.03%−12−0.5%Reduced
American Investment Services, Inc.2,310$225.9K0.06%−186−7.5%Reduced
Grunden Financial Advisory, Inc.2,316$226.5K0.10%−105−4.3%Reduced
Dempze Nancy E2,317$226.6K0.13%00.0%Unchanged
Marotta Asset Management2,318$226.6K0.05%−273−10.5%Reduced
Eldridge Investment Advisors, Inc.2,322$227.0K0.05%+6+0.3%Added
Sarver Vrooman Wealth Advisors2,332$228.0K0.15%00.0%Unchanged
Noesis Capital Mangement Corp2,337$228.5K0.04%−413−15.0%Reduced
Coco Enterprises, LLC2,340$228.8K0.13%+2,340New
Global Wealth Management, LLC2,391$229.0K0.13%+12+0.5%Added
Alpine Bank Wealth Management2,348$229.6K0.03%−6−0.3%Reduced
Instrumental Wealth, LLC2,409$229.8K0.18%+91+3.9%Added
RTD Financial Advisors, Inc.2,354$230.2K0.03%−60−2.5%Reduced
Tennessee Valley Asset Management Partners2,355$230.3K0.06%−8,615−78.5%Reduced
Brand Asset Management Group, Inc.2,360$230.8K0.09%−238−9.2%Reduced