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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 113,149 | $11.1M | 0.62% | +113,149 | New |
| Canal Capital Management, LLC | 113,156 | $11.1M | 1.74% | +2,348+2.1% | Added |
| Boyer & Corporon Wealth Management, LLC | 113,246 | $11.1M | 3.52% | +12,029+11.9% | Added |
| SFMG, LLC | 113,841 | $11.1M | 0.84% | +564+0.5% | Added |
| Summit Trail Advisors, LLC | 114,050 | $11.2M | 0.19% | +114,050 | New |
| Wetherby Asset Management Inc | 114,774 | $11.2M | 0.50% | +114,774 | New |
| Richard Bernstein Advisors LLC | 114,880 | $11.2M | 0.28% | −78−0.1% | Reduced |
| Deltec Asset Management LLC | 115,017 | $11.2M | 2.01% | −3,576−3.0% | Reduced |
| LGT Group Foundation | 115,188 | $11.3M | 0.14% | +52,168+82.8% | Added |
| Schonfeld Strategic Advisors LLC | 115,274 | $11.3M | 0.08% | +51,338+80.3% | Added |
| Associated Banc-Corp | 115,344 | $11.3M | 0.32% | −4,127−3.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 115,753 | $11.3M | 0.52% | +14,700+14.5% | Added |
| Carret Asset Management, LLC | 116,607 | $11.4M | 1.22% | −1,825−1.5% | Reduced |
| Csenge Advisory Group | 115,527 | $11.4M | 0.60% | +750+0.7% | Added |
| Buck Wealth Strategies, LLC | 116,666 | $11.4M | 1.74% | +11,446+10.9% | Added |
| Boston Private Wealth LLC | 116,794 | $11.4M | 0.61% | +116,794 | New |
| Quantbot Technologies LP | 116,812 | $11.4M | 0.29% | +96,399+472.2% | Added |
| Harrell Investment Partners, LLC | 116,913 | $11.4M | 2.90% | +12,139+11.6% | Added |
| Investment House LLC | 117,003 | $11.4M | 0.58% | −450−0.4% | Reduced |
| Principal Securities, Inc. | 117,283 | $11.5M | 0.22% | +13,519+13.0% | Added |
| Laurel Wealth Advisors LLC | 117,472 | $11.5M | 1.72% | −353−0.3% | Reduced |
| Quadrature Capital Ltd | 117,650 | $11.5M | 0.20% | +117,650 | New |
| Connors Investor Services Inc | 117,740 | $11.5M | 1.02% | +113,540+2,703.3% | Added |
| Community Bank & Trust, Waco, Texas | 117,806 | $11.5M | 2.61% | −205−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 118,079 | $11.5M | 0.80% | −8,185−6.5% | Reduced |
| Lyell Wealth Management, LP | 118,633 | $11.6M | 0.92% | +14,620+14.1% | Added |
| Field & Main Bank | 118,721 | $11.6M | 3.78% | −690−0.6% | Reduced |
| Hantz Financial Services, Inc. | 119,513 | $11.7M | 0.19% | −2,887−2.4% | Reduced |
| Nwi Management LP | 120,000 | $11.7M | 1.08% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 120,608 | $11.8M | 2.35% | −447−0.4% | Reduced |
| IFP Advisors, Inc | 120,841 | $11.8M | 0.34% | +22,015+22.3% | Added |
| Jacobi Capital Management LLC | 120,915 | $11.8M | 0.78% | −179−0.1% | Reduced |
| WS Management LLLP | 120,977 | $11.8M | 2.06% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 121,086 | $11.8M | 3.86% | −536−0.4% | Reduced |
| Everence Capital Management Inc | 121,850 | $11.9M | 0.77% | 00.0% | Unchanged |
| Ethic Inc. | 122,500 | $11.9M | 0.21% | +10,947+9.8% | Added |
| Diversified Trust Co | 121,932 | $11.9M | 0.26% | −360.0% | Reduced |
| Hudson Bay Capital Management LP | 123,573 | $12.1M | 0.08% | +115,469+1,424.8% | Added |
| Mutual Advisors, LLC | 124,832 | $12.2M | 0.30% | −1,939−1.5% | Reduced |
| Hayek Kallen Investment Management | 124,655 | $12.2M | 4.15% | −319−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 125,401 | $12.3M | 0.03% | +11,800+10.4% | Added |
| JGP Wealth Management, LLC | 125,633 | $12.3M | 1.49% | +1,013+0.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 125,634 | $12.3M | 1.02% | −1,053−0.8% | Reduced |
| Ascent Wealth Partners, LLC | 125,697 | $12.3M | 1.52% | −3,660−2.8% | Reduced |
| Quadrant Capital Group LLC | 125,755 | $12.3M | 0.44% | +6,747+5.7% | Added |
| Ancora Advisors, LLC | 126,136 | $12.3M | 0.26% | −5,243−4.0% | Reduced |
| Roundview Capital LLC | 126,614 | $12.4M | 0.83% | +2,408+1.9% | Added |
| Lee Danner & Bass Inc | 128,011 | $12.5M | 0.97% | −1,820−1.4% | Reduced |
| Global Retirement Partners, LLC | 128,050 | $12.5M | 0.31% | +128,050 | New |
| Sagespring Wealth Partners, LLC | 128,189 | $12.5M | 0.27% | +3,095+2.5% | Added |
| GFS Advisors, LLC | 128,204 | $12.5M | 1.72% | +50.0% | Added |
| Voloridge Investment Management, LLC | 128,610 | $12.6M | 0.05% | +128,610 | New |
| Toth Financial Advisory Corp | 128,687 | $12.6M | 1.47% | −3,029−2.3% | Reduced |
| Boston Research & Management Inc | 129,461 | $12.7M | 2.99% | −1,893−1.4% | Reduced |
| Walker Asset Management, LLC | 129,883 | $12.7M | 7.33% | +537+0.4% | Added |
| NBT Bank N A | 129,947 | $12.7M | 0.87% | −2,463−1.9% | Reduced |
| King Wealth | 130,338 | $12.7M | 1.73% | +703+0.5% | Added |
| Greenleaf Trust | 130,996 | $12.8M | 0.11% | −4,057−3.0% | Reduced |
| Liontrust Investment Partners LLP | 131,386 | $12.8M | 0.18% | −45,252−25.6% | Reduced |
| Primecap Management Co | 131,450 | $12.9M | 0.01% | +36,200+38.0% | Added |
| Crawford Investment Counsel Inc | 131,781 | $12.9M | 0.23% | −221,419−62.7% | Reduced |
| Invictus Private Wealth, LLC | 131,840 | $12.9M | 0.88% | −1,433−1.1% | Reduced |
| AlTi Global, Inc. | 132,177 | $12.9M | 0.32% | −2,813−2.1% | Reduced |
| Guardian Partners Inc. | 133,625 | $12.9M | 1.16% | −5,035−3.6% | Reduced |
| Valicenti Advisory Services Inc | 132,564 | $13.0M | 3.03% | −6,156−4.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 133,946 | $13.0M | 0.88% | +2,216+1.7% | Added |
| Monarch Capital Management Inc | 133,033 | $13.0M | 3.49% | −6,013−4.3% | Reduced |
| Bryn Mawr Trust Co | 133,156 | $13.0M | 0.23% | −14,232−9.7% | Reduced |
| Nomura Holdings Inc | 134,308 | $13.1M | 0.11% | −82,909−38.2% | Reduced |
| Perigon Wealth Management, LLC | 137,519 | $13.4M | 0.31% | −1,114−0.8% | Reduced |
| FRG Family Wealth Advisors LLC | 137,634 | $13.5M | 2.34% | −660−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 137,723 | $13.5M | 0.79% | +9,058+7.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 137,827 | $13.5M | 0.21% | −144−0.1% | Reduced |
| Levin Capital Strategies, L.P. | 137,998 | $13.5M | 1.33% | −145−0.1% | Reduced |
| Dynamic Advisor Solutions LLC | 138,526 | $13.5M | 0.42% | +816+0.6% | Added |
| Bleakley Financial Group, LLC | 138,696 | $13.6M | 0.34% | +8,127+6.2% | Added |
| Sumitomo Life Insurance Co | 139,427 | $13.6M | 0.92% | +14,968+12.0% | Added |
| Caisse des Depots Et Consignations | 139,876 | $13.7M | 0.57% | +500+0.4% | Added |
| Tritonpoint Wealth, LLC | 140,015 | $13.7M | 1.27% | −4,486−3.1% | Reduced |
| Spire Wealth Management | 140,278 | $13.7M | 0.49% | −8,742−5.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 140,681 | $13.8M | 0.70% | +16,834+13.6% | Added |
| DuPont Capital Management Corp | 140,745 | $13.8M | 1.48% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 140,945 | $13.8M | 0.75% | −118,252−45.6% | Reduced |
| Jump Financial, LLC | 141,221 | $13.8M | 0.17% | +141,221 | New |
| Cypress Capital Group | 141,463 | $13.8M | 1.72% | +2,642+1.9% | Added |
| Longbow Finance SA | 141,639 | $13.8M | 1.48% | −30,380−17.7% | Reduced |
| Enclave Advisors LLC | 142,017 | $13.9M | 2.24% | +196+0.1% | Added |
| Woodstock Corp | 142,185 | $13.9M | 1.28% | +230+0.2% | Added |
| Nixon Peabody Trust Co | 142,199 | $13.9M | 1.08% | −2,059−1.4% | Reduced |
| Capital Investment Advisors, LLC | 142,678 | $14.0M | 0.25% | +3,947+2.8% | Added |
| Tokio Marine Asset Management Co Ltd | 142,891 | $14.0M | 0.53% | +7,030+5.2% | Added |
| Laffer Tengler Investments | 143,038 | $14.0M | 2.49% | −20,771−12.7% | Reduced |
| Auxier Asset Management | 143,061 | $14.0M | 2.05% | −1,170−0.8% | Reduced |
| Ascent Group, LLC | 143,258 | $14.0M | 0.55% | +2,191+1.6% | Added |
| Sowell Financial Services LLC | 143,641 | $14.0M | 0.57% | −709−0.5% | Reduced |
| Barbara Oil Co. | 144,000 | $14.1M | 5.53% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 144,378 | $14.1M | 1.70% | +3,172+2.2% | Added |
| Townsend & Associates, Inc | 144,877 | $14.1M | 1.40% | −14,828−9.3% | Reduced |
| Daymark Wealth Partners, LLC | 144,753 | $14.2M | 0.54% | −937−0.6% | Reduced |
| WoodTrust Financial Corp | 145,467 | $14.2M | 1.98% | −95−0.1% | Reduced |