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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 145,930 | $14.3M | 0.71% | −850−0.6% | Reduced |
| Wesleyan Assurance Society | 146,250 | $14.3M | 0.93% | 00.0% | Unchanged |
| Motco | 145,941 | $14.3M | 1.37% | −936−0.6% | Reduced |
| Empirical Finance, LLC | 147,413 | $14.4M | 0.75% | +960+0.7% | Added |
| Trustmark National Bank Trust Department | 147,427 | $14.4M | 1.00% | +795+0.5% | Added |
| Marietta Wealth Management, LLC | 147,791 | $14.5M | 1.88% | −2,888−1.9% | Reduced |
| Coldstream Capital Management Inc | 147,843 | $14.5M | 0.24% | +13,370+9.9% | Added |
| Meridian Wealth Management, LLC | 147,792 | $14.5M | 0.62% | −12,282−7.7% | Reduced |
| Kinsale Capital Group, Inc. | 148,011 | $14.5M | 2.97% | +12,690+9.4% | Added |
| Valeo Financial Advisors, LLC | 148,130 | $14.5M | 0.36% | +4,979+3.5% | Added |
| Janney Capital Management LLC | 149,360 | $14.6M | 0.94% | −1,514−1.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 149,585 | $14.6M | 1.59% | −1,737−1.1% | Reduced |
| Keb Asset Management, LLC | 149,970 | $14.7M | 3.65% | +130.0% | Added |
| Osborne Partners Capital Management, LLC | 150,524 | $14.7M | 0.78% | −351−0.2% | Reduced |
| Heritage Trust Co | 150,742 | $14.7M | 1.70% | −1,793−1.2% | Reduced |
| Two Sigma Investments, LP | 150,887 | $14.8M | 0.03% | +134,221+805.4% | Added |
| Griffin Asset Management, Inc. | 151,360 | $14.8M | 1.75% | −2,193−1.4% | Reduced |
| First Manhattan Co | 151,361 | $14.8M | 0.04% | +8,627+6.0% | Added |
| Burney Co | 151,898 | $14.9M | 0.50% | −57,144−27.3% | Reduced |
| Signaturefd, LLC | 152,335 | $14.9M | 0.25% | +3,326+2.2% | Added |
| Atria Wealth Solutions, Inc. | 152,906 | $15.0M | 0.34% | −117,238−43.4% | Reduced |
| Fiduciary Trust Co | 153,254 | $15.0M | 0.18% | +5,936+4.0% | Added |
| Independent Financial Group, LLC | 153,827 | $15.0M | 0.41% | +5,082+3.4% | Added |
| Red Door Wealth Management, LLC | 153,863 | $15.0M | 1.80% | +13,810+9.9% | Added |
| Infusive Asset Management Inc. | 153,957 | $15.1M | 6.71% | −8,742−5.4% | Reduced |
| Moneta Group Investment Advisors LLC | 154,178 | $15.1M | 0.18% | +12,404+8.7% | Added |
| WESPAC Advisors SoCal, LLC | 154,670 | $15.1M | 3.37% | −1,841−1.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 154,710 | $15.1M | 0.53% | −5,304−3.3% | Reduced |
| Charter Trust Co | 154,957 | $15.2M | 0.97% | −3,634−2.3% | Reduced |
| Parallel Advisors, LLC | 155,073 | $15.2M | 0.30% | +6,643+4.5% | Added |
| RBF Capital, LLC | 155,322 | $15.2M | 0.75% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 155,386 | $15.2M | 2.71% | +615+0.4% | Added |
| Callahan Advisors, LLC | 155,545 | $15.2M | 1.37% | −17,067−9.9% | Reduced |
| NewEdge Wealth, LLC | 148,161 | $15.3M | 0.24% | −14,171−8.7% | Reduced |
| Pittenger & Anderson Inc | 156,495 | $15.3M | 0.56% | +1,260+0.8% | Added |
| MMBG Investment Advisors Co. | 157,381 | $15.4M | 1.53% | +27,560+21.2% | Added |
| Massachusetts Financial Services Co | 157,408 | $15.4M | 0.00% | −206,423−56.7% | Reduced |
| Moran Wealth Management, LLC | 157,848 | $15.4M | 0.48% | −3,335−2.1% | Reduced |
| Gabelli Funds LLC | 157,970 | $15.4M | 0.11% | −130−0.1% | Reduced |
| Cardinal Capital Management | 158,506 | $15.5M | 2.27% | −869−0.5% | Reduced |
| Physicians Financial Services, Inc. | 159,448 | $15.6M | 4.64% | −2,180−1.3% | Reduced |
| We Are One Seven, LLC | 159,676 | $15.6M | 0.50% | +66,783+71.9% | Added |
| ARS Wealth Advisors Group, LLC | 160,155 | $15.7M | 1.81% | −3,530−2.2% | Reduced |
| Foundations Investment Advisors, LLC | 160,730 | $15.7M | 0.25% | +27,581+20.7% | Added |
| McGuire Investment Group, LLC | 161,376 | $15.8M | 2.02% | +6,730+4.4% | Added |
| New Age Alpha Advisors, LLC | 161,588 | $15.8M | 0.70% | +47,196+41.3% | Added |
| LS Investment Advisors, LLC | 161,885 | $15.8M | 2.31% | −1,466−0.9% | Reduced |
| TLW Wealth Management, LLC | 161,904 | $15.8M | 8.82% | +445+0.3% | Added |
| American Assets Investment Management, LLC | 162,000 | $15.8M | 1.27% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 162,703 | $15.9M | 0.54% | −6,477−3.8% | Reduced |
| Hamel Associates, Inc. | 162,944 | $15.9M | 5.40% | −2,804−1.7% | Reduced |
| Anchor Capital Advisors LLC | 163,001 | $15.9M | 0.47% | −53,926−24.9% | Reduced |
| Allen Investment Management LLC | 163,464 | $16.0M | 0.17% | 00.0% | Unchanged |
| Atwater Malick LLC | 163,654 | $16.0M | 5.07% | −514−0.3% | Reduced |
| Strategic Planning Group, LLC | 164,574 | $16.1M | 2.61% | +8,224+5.3% | Added |
| Great Valley Advisor Group, Inc. | 164,696 | $16.1M | 0.36% | −8,693−5.0% | Reduced |
| Shelter Mutual Insurance Co | 165,666 | $16.2M | 3.76% | 00.0% | Unchanged |
| Callan Family Office, LLC | 165,672 | $16.2M | 0.51% | +94,648+133.3% | Added |
| Adell Harriman & Carpenter Inc | 166,122 | $16.2M | 1.08% | +1,769+1.1% | Added |
| Cardinal Point Capital Management, ULC | 166,318 | $16.3M | 1.29% | −325−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 166,421 | $16.3M | 0.68% | +7,439+4.7% | Added |
| Trust Co of Vermont | 167,674 | $16.4M | 0.77% | −3,634−2.1% | Reduced |
| Greystone Financial Group, LLC | 167,764 | $16.4M | 2.70% | −2,290−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 168,340 | $16.5M | 0.73% | −3,413−2.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 169,646 | $16.6M | 0.47% | −28,227−14.3% | Reduced |
| Visionary Wealth Advisors | 169,613 | $16.6M | 0.85% | +4,895+3.0% | Added |
| Empirical Capital Management, LLC | 170,000 | $16.6M | 10.29% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 170,153 | $16.6M | 0.46% | +7,098+4.4% | Added |
| Segall Bryant & Hamill, LLC | 170,221 | $16.6M | 0.23% | −4,696−2.7% | Reduced |
| One Capital Management, LLC | 170,556 | $16.7M | 0.58% | +694+0.4% | Added |
| Eisler Capital Management Ltd. | 171,425 | $16.8M | 0.58% | −142,739−45.4% | Reduced |
| Union Bancaire Privee, UBP SA | 112,423 | $16.9M | 0.28% | −143,943−56.1% | Reduced |
| Clarity Financial LLC | 172,793 | $16.9M | 1.82% | +21,411+14.1% | Added |
| Webster Bank, N. A. | 173,071 | $16.9M | 1.75% | −197−0.1% | Reduced |
| LMG Wealth Partners, LLC | 173,434 | $17.0M | 3.48% | −1,570−0.9% | Reduced |
| HighPoint Advisor Group LLC | 173,943 | $17.0M | 0.90% | +5,086+3.0% | Added |
| CFO4Life Group, LLC | 174,617 | $17.1M | 2.67% | +2,813+1.6% | Added |
| Saratoga Research & Investment Management | 174,900 | $17.1M | 0.92% | −227,831−56.6% | Reduced |
| Oppenheimer Asset Management Inc. | 175,011 | $17.1M | 0.20% | −65,796−27.3% | Reduced |
| Cornerstone Wealth Management, LLC | 176,079 | $17.2M | 1.05% | +765+0.4% | Added |
| Terry L. Blaker | 177,049 | $17.3M | 0.67% | −225−0.1% | Reduced |
| Colonial Trust Advisors | 177,561 | $17.4M | 1.43% | +1,386+0.8% | Added |
| Erste Asset Management GmbH | 176,203 | $17.4M | 0.15% | +81,328+85.7% | Added |
| Dodge & Cox | 179,085 | $17.5M | 0.01% | −1,200−0.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 179,907 | $17.6M | 0.06% | −18,979−9.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 180,709 | $17.7M | 0.54% | +8,925+5.2% | Added |
| Level Four Advisory Services, LLC | 180,885 | $17.7M | 0.65% | +11,391+6.7% | Added |
| Rokos Capital Management LLP | 181,177 | $17.7M | 0.30% | +181,177 | New |
| First American Trust, FSB | 182,044 | $17.8M | 1.42% | −2,396−1.3% | Reduced |
| St Germain D J Co Inc | 182,066 | $17.8M | 0.77% | +3,743+2.1% | Added |
| Forbes J M & Co LLP | 182,657 | $17.9M | 1.63% | +270.0% | Added |
| Hartline Investment Corp | 183,849 | $18.0M | 2.04% | 00.0% | Unchanged |
| PEAK6 LLC | 184,108 | $18.0M | 0.61% | +184,108 | New |
| James Investment Research Inc | 184,359 | $18.0M | 2.14% | −3,573−1.9% | Reduced |
| RSM US Wealth Management LLC | 186,489 | $18.2M | 0.25% | +12,404+7.1% | Added |
| Rowland & Co Investment Counsel | 186,819 | $18.3M | 3.77% | −2,211−1.2% | Reduced |
| Franklin Street Advisors Inc | 186,880 | $18.3M | 1.13% | −14,757−7.3% | Reduced |
| Wealthspire Advisors, LLC | 186,880 | $18.3M | 0.10% | +16,864+9.9% | Added |
| Generali Asset Management SPA SGR | 187,655 | $18.3M | 0.42% | +17,888+10.5% | Added |
| Thoroughbred Financial Services, LLC | 188,023 | $18.4M | 1.28% | −51,094−21.4% | Reduced |