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 |
|---|---|---|---|---|---|
| NJ State Employees Deferred Compensation Plan | 73,600 | $7.20M | 0.85% | −4,700−6.0% | Reduced |
| DLK Investment Management, LLC | 73,790 | $7.22M | 2.73% | +478+0.7% | Added |
| Occidental Asset Management, LLC | 73,828 | $7.22M | 1.00% | −101−0.1% | Reduced |
| William B. Walkup & Associates, Inc. | 73,839 | $7.22M | 4.25% | 00.0% | Unchanged |
| Berkshire Bank | 73,992 | $7.23M | 1.65% | +1,061+1.5% | Added |
| Heritage Wealth Management, Inc. | 74,003 | $7.24M | 2.34% | −2,646−3.5% | Reduced |
| West Branch Capital LLC | 74,209 | $7.26M | 2.15% | +970+1.3% | Added |
| Graypoint LLC | 74,319 | $7.27M | 0.41% | +1,724+2.4% | Added |
| Knights of Columbus Asset Advisors LLC | 74,340 | $7.27M | 0.44% | +19,154+34.7% | Added |
| Twin Capital Management Inc | 74,410 | $7.28M | 0.77% | +1,332+1.8% | Added |
| Penobscot Investment Management Company, Inc. | 74,577 | $7.29M | 0.62% | +2,402+3.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 74,797 | $7.31M | 0.02% | −31,515−29.6% | Reduced |
| Confluence Wealth Services, Inc. | 74,959 | $7.33M | 0.40% | −1,406−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 75,057 | $7.34M | 0.07% | +7,817+11.6% | Added |
| Smith, Salley & Associates | 75,382 | $7.37M | 0.43% | +5,399+7.7% | Added |
| Legacy CG, LLC | 75,554 | $7.39M | 2.20% | −8,011−9.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 75,770 | $7.41M | 0.26% | −5,686−7.0% | Reduced |
| Capital City Trust Co | 75,799 | $7.41M | 1.92% | −206−0.3% | Reduced |
| Jacobs & Co | 75,970 | $7.43M | 0.74% | −1,971−2.5% | Reduced |
| Hourglass Capital, LLC | 76,093 | $7.44M | 1.84% | −1,350−1.7% | Reduced |
| Bank of Hawaii | 76,201 | $7.45M | 0.39% | +5,472+7.7% | Added |
| Estabrook Capital Management | 76,297 | $7.46M | 1.15% | −1,194−1.5% | Reduced |
| Headinvest, LLC | 76,385 | $7.47M | 1.59% | −21,986−22.4% | Reduced |
| Spinnaker Trust | 76,455 | $7.48M | 0.45% | +388+0.5% | Added |
| Somerset Trust Co | 76,545 | $7.48M | 2.44% | −1,713−2.2% | Reduced |
| Iyo Bank, Ltd. | 76,572 | $7.49M | 3.03% | −51,048−40.0% | Reduced |
| EverSource Wealth Advisors, LLC | 76,579 | $7.49M | 0.34% | +1,556+2.1% | Added |
| Signal Advisors Wealth, LLC | 76,658 | $7.50M | 0.59% | +2,736+3.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 76,672 | $7.50M | 0.79% | +76,672 | New |
| Anchor Investment Management, LLC | 76,995 | $7.53M | 0.66% | −4,703−5.8% | Reduced |
| Windward Capital Management Co | 77,210 | $7.55M | 0.64% | −1,939−2.4% | Reduced |
| Frank, Rimerman Advisors LLC | 77,376 | $7.57M | 0.51% | +17,299+28.8% | Added |
| Plimoth Trust Co LLC | 77,458 | $7.57M | 1.82% | −89−0.1% | Reduced |
| Johnson Financial Group, Inc. | 77,562 | $7.58M | 0.34% | −1,521−1.9% | Reduced |
| NovaPoint Capital, LLC | 77,643 | $7.59M | 2.33% | +664+0.9% | Added |
| Millennium Capital Advisors, LLC | 78,073 | $7.63M | 5.09% | −1,973−2.5% | Reduced |
| Legacy Wealth Management, LLC | 78,429 | $7.67M | 2.33% | −1,747−2.2% | Reduced |
| Arete Wealth Advisors, LLC | 78,622 | $7.69M | 0.55% | +10,596+15.6% | Added |
| International Assets Investment Management, LLC | 78,767 | $7.70M | 0.62% | −2,873−3.5% | Reduced |
| BBR Partners, LLC | 78,883 | $7.71M | 0.48% | −81−0.1% | Reduced |
| Old National Bancorp | 79,256 | $7.75M | 0.14% | +439+0.6% | Added |
| Covington Investment Advisors Inc. | 79,522 | $7.78M | 1.11% | −4,895−5.8% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 93,500 | $7.79M | 1.08% | +23,500+33.6% | Added |
| Quantitative Investment Management, LLC | 79,708 | $7.79M | 1.04% | −159,696−66.7% | Reduced |
| Quest Investment Management LLC | 79,740 | $7.80M | 0.86% | 00.0% | Unchanged |
| Foster & Motley Inc | 79,825 | $7.80M | 0.45% | −3,062−3.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 80,206 | $7.84M | 1.39% | +80,206 | New |
| Ar Asset Management Inc | 80,300 | $7.85M | 1.75% | 00.0% | Unchanged |
| Little House Capital LLC | 80,332 | $7.85M | 1.97% | −4,349−5.1% | Reduced |
| Ostrum Asset Management | 80,379 | $7.86M | 0.37% | +681+0.9% | Added |
| Evercore Wealth Management, LLC | 80,397 | $7.86M | 0.12% | +100.0% | Added |
| Fort Washington Investment Advisors Inc | 80,504 | $7.87M | 0.05% | +1,824+2.3% | Added |
| Sienna Gestion | 88,339 | $7.89M | 0.54% | +8,782+11.0% | Added |
| Riggs Asset Managment Co. Inc. | 80,661 | $7.89M | 1.94% | −550−0.7% | Reduced |
| William Allan, LLC | 80,770 | $7.90M | 4.60% | −1,518−1.8% | Reduced |
| Financial & Tax Architects, LLC | 81,036 | $7.92M | 1.92% | +726+0.9% | Added |
| Kavar Capital Partners Group, LLC | 81,083 | $7.93M | 1.14% | −406−0.5% | Reduced |
| Asset Dedication, LLC | 81,133 | $7.93M | 0.58% | −1,695−2.0% | Reduced |
| Cordatus Wealth Management LLC | 81,161 | $7.94M | 1.95% | +130+0.2% | Added |
| Rockline Wealth Management, LLC | 81,195 | $7.94M | 1.88% | +32,515+66.8% | Added |
| SevenBridge Financial Group, LLC | 76,726 | $7.95M | 1.40% | +1,979+2.6% | Added |
| Meridian Management Co | 81,197 | $7.96M | 2.17% | −54,765−40.3% | Reduced |
| Contravisory Investment Management, Inc. | 81,494 | $7.97M | 1.57% | +75,351+1,226.6% | Added |
| Silphium Asset Management Ltd | 81,579 | $7.98M | 2.84% | −17,027−17.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 81,938 | $8.01M | 0.28% | +3,122+4.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 82,061 | $8.02M | 0.07% | −260−0.3% | Reduced |
| Haverford Trust Co | 82,299 | $8.05M | 0.08% | +241+0.3% | Added |
| Ballentine Partners, LLC | 82,766 | $8.09M | 0.12% | −4,820−5.5% | Reduced |
| Summit Global Investments | 82,795 | $8.10M | 0.48% | +39,355+90.6% | Added |
| Goelzer Investment Management, Inc. | 82,973 | $8.11M | 0.44% | −712−0.9% | Reduced |
| Naviter Wealth, LLC | 83,279 | $8.14M | 1.00% | −8,794−9.6% | Reduced |
| Capstone Investment Advisors, LLC | 83,316 | $8.15M | 0.07% | −237,192−74.0% | Reduced |
| Amarillo National Bank | 83,665 | $8.18M | 1.52% | −172−0.2% | Reduced |
| Wendell David Associates Inc | 83,790 | $8.19M | 0.82% | −5,498−6.2% | Reduced |
| Inscription Capital, LLC | 83,874 | $8.20M | 1.18% | −6,088−6.8% | Reduced |
| Journey Advisory Group, LLC | 84,163 | $8.23M | 0.64% | +1,711+2.1% | Added |
| Summit Financial Strategies, Inc. | 84,377 | $8.25M | 0.76% | −163−0.2% | Reduced |
| Alteri Wealth LLC | 84,695 | $8.28M | 3.21% | −1,837−2.1% | Reduced |
| Northwest Bancshares, Inc. | 84,830 | $8.29M | 1.45% | −6,093−6.7% | Reduced |
| Washington Trust Advisors, Inc. | 85,218 | $8.33M | 0.68% | +75+0.1% | Added |
| Spirepoint Private Client, LLC | 85,347 | $8.35M | 0.94% | +2,779+3.4% | Added |
| GLOBALT Investments LLC | 85,349 | $8.35M | 0.32% | +6,474+8.2% | Added |
| Rothschild Investment LLC | 85,407 | $8.35M | 0.52% | −314−0.4% | Reduced |
| Castleark Management LLC | 85,500 | $8.36M | 0.25% | −18,540−17.8% | Reduced |
| Oddo BHF Asset Management SAS | 85,683 | $8.38M | 0.32% | −3,713−4.2% | Reduced |
| Koshinski Asset Management, Inc. | 85,794 | $8.39M | 0.63% | +1,903+2.3% | Added |
| Geneos Wealth Management Inc. | 86,035 | $8.41M | 0.21% | +20,101+30.5% | Added |
| Annandale Capital, LLC | 86,147 | $8.42M | 1.55% | +10.0% | Added |
| Financial Advisory Service, Inc. | 86,187 | $8.43M | 0.62% | +2,678+3.2% | Added |
| Tyche Wealth Partners LLC | 86,388 | $8.45M | 1.70% | +179+0.2% | Added |
| Gibraltar Capital Management, Inc. | 86,453 | $8.45M | 1.65% | +1,320+1.6% | Added |
| AlphaCore Capital LLC | 86,763 | $8.48M | 0.32% | +10,321+13.5% | Added |
| Bridges Investment Management Inc | 86,770 | $8.48M | 0.11% | −298−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 86,785 | $8.49M | 0.28% | +219+0.3% | Added |
| Spring Capital Management, LLC | 87,493 | $8.56M | 4.51% | −519−0.6% | Reduced |
| Capital Investment Counsel, LLC | 87,981 | $8.60M | 1.33% | −8,161−8.5% | Reduced |
| Sterling Capital Management LLC | 88,002 | $8.60M | 0.12% | +21,579+32.5% | Added |
| United Capital Management of KS, Inc. | 88,390 | $8.64M | 1.35% | −852−1.0% | Reduced |
| Royal Fund Management, LLC | 88,588 | $8.67M | 0.92% | +16,018+22.1% | Added |
| Walter & Keenan Financial Consulting Co | 88,796 | $8.68M | 2.52% | +1,040+1.2% | Added |