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 |
|---|---|---|---|---|---|
| Telos Capital Management, Inc. | 61,707 | $6.03M | 0.61% | −2,239−3.5% | Reduced |
| Hudson Capital Management LLC | 62,020 | $6.06M | 1.72% | −451−0.7% | Reduced |
| Bridge Creek Capital Management LLC | 62,136 | $6.08M | 1.78% | −105−0.2% | Reduced |
| Beck Capital Management, LLC | 62,152 | $6.08M | 1.52% | −29,042−31.8% | Reduced |
| Summit X, LLC | 62,248 | $6.09M | 1.13% | +30,983+99.1% | Added |
| Ameritas Advisory Services, LLC | 62,346 | $6.10M | 0.32% | −40,400−39.3% | Reduced |
| Robbins Farley LLC | 62,647 | $6.13M | 2.85% | +564+0.9% | Added |
| Slow Capital, Inc. | 62,692 | $6.13M | 0.75% | −3,171−4.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 62,842 | $6.14M | 0.35% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 62,881 | $6.15M | 1.05% | −841−1.3% | Reduced |
| L & S Advisors Inc | 62,884 | $6.15M | 0.61% | +11,986+23.5% | Added |
| First National Bank of Omaha | 62,914 | $6.15M | 0.40% | −2,732−4.2% | Reduced |
| Beck Bode, LLC | 63,126 | $6.17M | 1.04% | −2,945−4.5% | Reduced |
| Valmark Advisers, Inc. | 63,245 | $6.18M | 0.09% | +84+0.1% | Added |
| Regal Investment Advisors LLC | 63,405 | $6.20M | 0.46% | +1,368+2.2% | Added |
| Meridian Wealth Advisors, LLC | 63,434 | $6.20M | 0.98% | −12,052−16.0% | Reduced |
| High Note Wealth, LLC | 63,456 | $6.20M | 1.42% | +437+0.7% | Added |
| Ocean Capital Management, LLC | 63,603 | $6.22M | 1.37% | −473−0.7% | Reduced |
| Tower Bridge Advisors | 63,925 | $6.25M | 0.67% | −3,945−5.8% | Reduced |
| Westfield Capital Management Co LP | 64,066 | $6.26M | 0.03% | −5,900−8.4% | Reduced |
| Ingalls & Snyder LLC | 64,068 | $6.26M | 0.22% | −228−0.4% | Reduced |
| Plancorp, LLC | 64,079 | $6.27M | 0.22% | +3,765+6.2% | Added |
| Parkside Financial Bank & Trust | 64,170 | $6.27M | 0.68% | +6,587+11.4% | Added |
| Capital Advisors Inc | 64,223 | $6.28M | 0.11% | −583−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 64,340 | $6.29M | 0.30% | −447−0.7% | Reduced |
| Talon Private Wealth, LLC | 64,366 | $6.29M | 0.87% | +1,037+1.6% | Added |
| Pekin Hardy Strauss, Inc. | 64,512 | $6.31M | 0.72% | −939−1.4% | Reduced |
| Continuum Advisory, LLC | 64,550 | $6.31M | 0.76% | −250.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 64,584 | $6.32M | 1.16% | +371+0.6% | Added |
| Moody National Bank Trust Division | 64,672 | $6.32M | 0.58% | +1,708+2.7% | Added |
| Diversified Investment Strategies, LLC | 64,730 | $6.33M | 4.28% | −910−1.4% | Reduced |
| R.H. Investment Group, LLC | 64,794 | $6.34M | 5.81% | −2,130−3.2% | Reduced |
| Citizens National Bank Trust Department | 65,002 | $6.36M | 1.27% | −125−0.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 65,233 | $6.38M | 0.12% | +699+1.1% | Added |
| Woodmont Investment Counsel LLC | 65,401 | $6.39M | 0.42% | −980−1.5% | Reduced |
| Roman Butler Fullerton & Co | 65,647 | $6.40M | 1.89% | +5,410+9.0% | Added |
| Atomi Financial Group, Inc. | 65,471 | $6.40M | 0.24% | +3,577+5.8% | Added |
| Gifford Fong Associates | 65,550 | $6.41M | 1.48% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 65,651 | $6.42M | 1.35% | −7,247−9.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 65,729 | $6.43M | 1.06% | −903−1.4% | Reduced |
| Appleton Partners Inc | 65,824 | $6.44M | 0.46% | −2,723−4.0% | Reduced |
| Nations Financial Group Inc, | 65,973 | $6.45M | 0.44% | +473+0.7% | Added |
| Rossmore Private Capital | 66,014 | $6.45M | 0.75% | +398+0.6% | Added |
| Meiji Yasuda Life Insurance Co | 66,055 | $6.46M | 0.19% | −201,953−75.4% | Reduced |
| Wedmont Private Capital | 66,786 | $6.47M | 0.28% | +3,245+5.1% | Added |
| 1st Source Bank | 66,273 | $6.48M | 0.36% | +724+1.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 66,380 | $6.49M | 0.84% | +7,503+12.7% | Added |
| Stablepoint Partners, LLC | 66,442 | $6.50M | 1.11% | +906+1.4% | Added |
| Ausdal Financial Partners, Inc. | 66,579 | $6.51M | 0.43% | +10,507+18.7% | Added |
| Equitable Trust Co | 66,712 | $6.52M | 0.32% | −300−0.4% | Reduced |
| Conning Inc. | 66,737 | $6.53M | 0.22% | −865−1.3% | Reduced |
| 180 Wealth Advisors, LLC | 67,258 | $6.58M | 0.92% | −1,403−2.0% | Reduced |
| Stonebridge Financial Group, LLC | 67,383 | $6.59M | 0.64% | −2,530−3.6% | Reduced |
| Cornerstone Wealth Group, LLC | 67,438 | $6.59M | 0.49% | +2,604+4.0% | Added |
| Aaron Wealth Advisors | 67,479 | $6.60M | 0.67% | +1,235+1.9% | Added |
| Signet Investment Advisory Group, Inc. | 67,610 | $6.61M | 3.39% | −11,978−15.1% | Reduced |
| Capital Planning Advisors, LLC | 67,625 | $6.61M | 0.97% | +943+1.4% | Added |
| Western Wealth Management, LLC | 67,652 | $6.62M | 0.39% | +4,878+7.8% | Added |
| AIA Group Ltd | 67,736 | $6.62M | 0.14% | −9,041−11.8% | Reduced |
| Modern Wealth Management, LLC | 67,782 | $6.63M | 0.16% | +5,580+9.0% | Added |
| TCW Group Inc | 67,865 | $6.64M | 0.05% | −87,824−56.4% | Reduced |
| Capital Asset Advisory Services LLC | 67,574 | $6.64M | 0.31% | −564−0.8% | Reduced |
| HBK Sorce Advisory LLC | 67,902 | $6.64M | 0.18% | +1,696+2.6% | Added |
| CWA Asset Management Group, LLC | 68,014 | $6.65M | 0.28% | +4,357+6.8% | Added |
| Northcape Wealth Management, LLC | 68,549 | $6.70M | 2.05% | −1,765−2.5% | Reduced |
| LaFleur & Godfrey LLC | 68,792 | $6.73M | 0.84% | −243−0.4% | Reduced |
| AMG National Trust Bank | 68,889 | $6.74M | 0.18% | +1,631+2.4% | Added |
| Bright Rock Capital Management, LLC | 69,000 | $6.75M | 1.37% | −30,000−30.3% | Reduced |
| Kesler, Norman & Wride, LLC | 69,056 | $6.75M | 1.20% | +47,192+215.8% | Added |
| Integrated Advisors Network LLC | 69,477 | $6.79M | 0.31% | +5,232+8.1% | Added |
| Moloney Securities Asset Management, LLC | 69,617 | $6.81M | 0.84% | −677−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 69,653 | $6.81M | 0.08% | +904+1.3% | Added |
| Alerus Financial NA | 69,831 | $6.83M | 0.49% | −767−1.1% | Reduced |
| NWF Advisory Services Inc. | 70,015 | $6.85M | 0.82% | +1,591+2.3% | Added |
| Diversify Wealth Management, LLC | 66,105 | $6.85M | 0.42% | +2,787+4.4% | Added |
| Catalytic Wealth RIA, LLC | 70,076 | $6.85M | 0.56% | +27,123+63.1% | Added |
| WealthPLAN Partners, LLC | 70,101 | $6.85M | 1.10% | −22,880−24.6% | Reduced |
| Paradigm Financial Partners, LLC | 70,181 | $6.86M | 0.74% | −645−0.9% | Reduced |
| Sentry LLC | 70,199 | $6.86M | 1.37% | +10.0% | Added |
| Jamison Private Wealth Management, Inc. | 70,240 | $6.87M | 0.99% | +294+0.4% | Added |
| SlateStone Wealth, LLC | 70,568 | $6.90M | 0.65% | −1,760−2.4% | Reduced |
| Mechanics Bank Trust Department | 70,579 | $6.90M | 0.99% | −21,273−23.2% | Reduced |
| Courier Capital LLC | 70,791 | $6.92M | 0.42% | −8,607−10.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 70,798 | $6.92M | 3.25% | +3,775+5.6% | Added |
| Archford Capital Strategies, LLC | 70,874 | $6.93M | 0.89% | +4,214+6.3% | Added |
| Silvant Capital Management LLC | 71,257 | $6.97M | 0.26% | 00.0% | Unchanged |
| Novem Group | 71,429 | $6.98M | 0.89% | −1,253−1.7% | Reduced |
| Mitchell Capital Management Co | 73,676 | $7.00M | 1.31% | −5,669−7.1% | Reduced |
| Sitrin Capital Management LLC | 72,016 | $7.04M | 3.59% | −7,107−9.0% | Reduced |
| Radnor Capital Management, LLC | 72,093 | $7.05M | 1.12% | +847+1.2% | Added |
| Wealthcare Advisory Partners LLC | 72,185 | $7.06M | 0.16% | +943+1.3% | Added |
| GKV Capital Management Co., Inc. | 72,266 | $7.07M | 3.13% | 00.0% | Unchanged |
| StoneX Group Inc. | 72,501 | $7.09M | 0.34% | +456+0.6% | Added |
| Rehmann Capital Advisory Group | 72,993 | $7.14M | 0.43% | −1,320−1.8% | Reduced |
| M&G Plc | 72,836 | $7.14M | 0.04% | +84+0.1% | Added |
| Keel Point, LLC | 73,030 | $7.14M | 0.47% | +2,682+3.8% | Added |
| Syon Capital LLC | 73,160 | $7.15M | 0.47% | +1,349+1.9% | Added |
| Stonebrook Private Inc. | 73,266 | $7.16M | 1.68% | +784+1.1% | Added |
| Forum Financial Management, LP | 73,414 | $7.18M | 0.11% | −656−0.9% | Reduced |
| CX Institutional | 73,444 | $7.18M | 0.25% | −1,207−1.6% | Reduced |