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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 89,167 | $8.72M | 0.21% | +6,815+8.3% | Added |
| Horrell Capital Management, Inc. | 89,213 | $8.72M | 3.55% | +2,091+2.4% | Added |
| Sargent Investment Group, LLC | 84,429 | $8.73M | 1.18% | +1,354+1.6% | Added |
| Berger Financial Group, Inc | 89,271 | $8.73M | 0.57% | −246−0.3% | Reduced |
| Baugh & Associates, LLC | 95,934 | $8.73M | 4.55% | −4,809−4.8% | Reduced |
| Coastal Bridge Advisors, LLC | 89,582 | $8.76M | 0.73% | −3,161−3.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 89,635 | $8.76M | 0.35% | −4,873−5.2% | Reduced |
| Constitution Capital LLC | 90,081 | $8.81M | 4.49% | −5,070−5.3% | Reduced |
| Colonial Trust Co | 90,279 | $8.83M | 1.29% | −1,780−1.9% | Reduced |
| Hilltop Holdings Inc. | 90,324 | $8.83M | 0.57% | +8,486+10.4% | Added |
| YHB Investment Advisors, Inc. | 90,498 | $8.85M | 0.68% | +3,405+3.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 90,562 | $8.86M | 3.34% | −4,295−4.5% | Reduced |
| Busey Wealth Management | 90,824 | $8.88M | 0.27% | −3,548−3.8% | Reduced |
| Change Path, LLC | 90,969 | $8.89M | 0.23% | +2,247+2.5% | Added |
| WCG Wealth Advisors LLC | 91,209 | $8.92M | 0.58% | +1,756+2.0% | Added |
| Schnieders Capital Management LLC | 91,341 | $8.93M | 1.57% | +1,048+1.2% | Added |
| Chickasaw Capital Management LLC | 91,395 | $8.94M | 0.35% | +144+0.2% | Added |
| Raab & Moskowitz Asset Management LLC | 91,492 | $8.95M | 2.13% | −2,246−2.4% | Reduced |
| Patton Albertson Miller Group, LLC | 92,376 | $9.03M | 1.19% | −478−0.5% | Reduced |
| Point72 (DIFC) Ltd | 92,752 | $9.07M | 0.72% | +92,752 | New |
| South Dakota Investment Council | 92,996 | $9.09M | 0.17% | −4,200−4.3% | Reduced |
| Fiduciary Alliance LLC | 92,995 | $9.09M | 0.68% | +33,544+56.4% | Added |
| Gladstone Institutional Advisory LLC | 93,261 | $9.12M | 0.38% | +11,532+14.1% | Added |
| Acropolis Investment Management, LLC | 93,267 | $9.12M | 0.50% | −238−0.3% | Reduced |
| Brighton Jones LLC | 93,514 | $9.14M | 0.25% | −538−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 93,629 | $9.15M | 0.20% | +30.0% | Added |
| National Asset Management, Inc. | 93,788 | $9.17M | 0.44% | −89,946−49.0% | Reduced |
| First Interstate Bank | 93,887 | $9.18M | 0.54% | −1,703−1.8% | Reduced |
| Highland Capital Management, LLC | 94,319 | $9.22M | 0.50% | −7,467−7.3% | Reduced |
| Core Alternative Capital | 94,357 | $9.23M | 2.52% | −5,635−5.6% | Reduced |
| Addenda Capital Inc. | 94,403 | $9.23M | 0.33% | −568−0.6% | Reduced |
| Proficio Capital Partners LLC | 94,555 | $9.25M | 0.58% | +3,644+4.0% | Added |
| Strategy Asset Managers LLC | 94,908 | $9.28M | 1.73% | −192−0.2% | Reduced |
| Opus Investment Management Inc | 95,000 | $9.29M | 6.17% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 95,754 | $9.36M | 0.80% | +18,964+24.7% | Added |
| PFG Investments, LLC | 95,941 | $9.38M | 0.55% | −5,073−5.0% | Reduced |
| Freestone Capital Holdings, LLC | 95,987 | $9.39M | 0.32% | +1,129+1.2% | Added |
| Bogart Wealth, LLC | 96,191 | $9.41M | 0.40% | +767+0.8% | Added |
| Thompson Siegel & Walmsley LLC | 96,916 | $9.48M | 0.16% | −2,587−2.6% | Reduced |
| IFG Advisory, LLC | 97,288 | $9.51M | 0.48% | −1,733−1.8% | Reduced |
| Commerzbank Aktiengesellschaft | 98,093 | $9.59M | 0.22% | +32,295+49.1% | Added |
| Compagnie Lombard Odier SCmA | 98,308 | $9.61M | 0.13% | −41,598−29.7% | Reduced |
| Advanced Asset Management Advisors Inc | 98,441 | $9.63M | 2.60% | −36,998−27.3% | Reduced |
| Meeder Advisory Services, Inc. | 98,623 | $9.64M | 0.50% | +8,001+8.8% | Added |
| Glen Eagle Advisors, LLC | 98,624 | $9.64M | 1.48% | −3,413−3.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 98,725 | $9.65M | 0.71% | −2,726−2.7% | Reduced |
| Dana Investment Advisors, Inc. | 98,801 | $9.66M | 0.32% | −1,172−1.2% | Reduced |
| Asset Planning Services Inc | 98,860 | $9.67M | 4.44% | −270−0.3% | Reduced |
| Scissortail Wealth Management, LLC | 99,224 | $9.70M | 2.33% | +6,194+6.7% | Added |
| Community Bank, N.A. | 99,220 | $9.70M | 1.28% | −8,005−7.5% | Reduced |
| NBC Securities, Inc. | 99,290 | $9.71M | 0.79% | −5,385−5.1% | Reduced |
| Navellier & Associates Inc | 99,318 | $9.71M | 1.20% | +1,241+1.3% | Added |
| Weik Capital Management | 99,843 | $9.76M | 3.86% | −1,007−1.0% | Reduced |
| Plato Investment Management Ltd | 100,343 | $9.78M | 0.73% | +3,165+3.3% | Added |
| Kingdon Capital Management, L.L.C. | 100,000 | $9.78M | 1.89% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 100,280 | $9.81M | 0.58% | +100,280 | New |
| Coston, McIsaac & Partners | 100,349 | $9.81M | 2.54% | −1,761−1.7% | Reduced |
| Freestone Grove Partners LP | 100,331 | $9.81M | 0.07% | +100,331 | New |
| Dakota Wealth Management | 100,877 | $9.86M | 0.21% | −2,824−2.7% | Reduced |
| CMT Capital Markets Trading GmbH | 101,000 | $9.88M | 4.75% | +78,963+358.3% | Added |
| Lowe Brockenbrough & Co Inc | 101,463 | $9.92M | 0.56% | −58,491−36.6% | Reduced |
| Grassi Investment Management | 101,722 | $9.95M | 0.79% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 102,491 | $10.0M | 0.10% | +15,785+18.2% | Added |
| Centaurus Financial, Inc. | 102,717 | $10.0M | 0.59% | −5,163−4.8% | Reduced |
| Baker Chad R | 103,020 | $10.1M | 1.87% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 103,300 | $10.1M | 0.34% | +103,300 | New |
| Entropy Technologies, LP | 103,763 | $10.1M | 0.81% | +11,665+12.7% | Added |
| Simplicity Wealth,LLC | 103,810 | $10.2M | 0.42% | +47,035+82.8% | Added |
| F/M Investments LLC | 104,068 | $10.2M | 0.37% | −50,823−32.8% | Reduced |
| Rockland Trust Co | 104,174 | $10.2M | 0.50% | −4,671−4.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 104,212 | $10.2M | 6.24% | −1,248−1.2% | Reduced |
| Investment Advisory Services Inc | 104,219 | $10.2M | 3.40% | +3,011+3.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 104,618 | $10.2M | 2.31% | −85−0.1% | Reduced |
| Denali Advisors LLC | 104,710 | $10.2M | 1.07% | −733−0.7% | Reduced |
| Canal Insurance CO | 105,000 | $10.3M | 2.30% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 104,221 | $10.3M | 0.41% | +9,623+10.2% | Added |
| SeaTown Holdings Pte. Ltd. | 105,208 | $10.3M | 6.06% | −40,600−27.8% | Reduced |
| First Citizens Bank & Trust Co | 105,637 | $10.3M | 0.19% | −11,871−10.1% | Reduced |
| Pavion Blue Capital, LLC | 105,963 | $10.4M | 4.60% | −282−0.3% | Reduced |
| Baader Bank INC | 108,021 | $10.5M | 0.90% | −89,591−45.3% | Reduced |
| Silvercrest Asset Management Group LLC | 107,253 | $10.5M | 0.07% | +2,386+2.3% | Added |
| Hodges Capital Management Inc. | 107,381 | $10.5M | 1.01% | −243−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 107,447 | $10.5M | 0.28% | −21,839−16.9% | Reduced |
| Fundamentun, LLC | 107,672 | $10.5M | 0.48% | +1,306+1.2% | Added |
| LMCG Investments, LLC | 108,337 | $10.6M | 0.66% | −4,014−3.6% | Reduced |
| Texas Yale Capital Corp. | 108,563 | $10.6M | 0.35% | +4,450+4.3% | Added |
| Banque Cantonale Vaudoise | 108,562 | $10.6M | 0.43% | +8,873+8.9% | Added |
| Alexander Labrunerie & Co., Inc. | 109,146 | $10.7M | 4.38% | +832+0.8% | Added |
| Sigma Planning Corp | 109,942 | $10.8M | 0.32% | −6,705−5.7% | Reduced |
| Caliber Wealth Management, LLC | 110,177 | $10.8M | 1.16% | +4,368+4.1% | Added |
| Buckingham Strategic Partners | 110,385 | $10.8M | 0.14% | −6,041−5.2% | Reduced |
| Oakmont Corp | 110,397 | $10.8M | 1.89% | −398−0.4% | Reduced |
| O'Brien Greene & Co. Inc | 110,434 | $10.8M | 3.53% | −5,106−4.4% | Reduced |
| Caldwell Trust Co | 110,623 | $10.8M | 1.08% | +61+0.1% | Added |
| Wedbush Securities Inc | 110,676 | $10.8M | 0.38% | −7,316−6.2% | Reduced |
| Strategic Blueprint, LLC | 111,017 | $10.9M | 0.53% | +14,182+14.6% | Added |
| RFG Advisory, LLC | 111,712 | $10.9M | 0.26% | +9,606+9.4% | Added |
| Legacy Private Trust Co. | 112,343 | $11.0M | 0.71% | −745−0.7% | Reduced |
| Consolidated Planning Corp | 112,742 | $11.0M | 1.38% | +1,081+1.0% | Added |
| GAMMA Investing LLC | 112,781 | $11.0M | 0.70% | +22,341+24.7% | Added |