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; 4,426 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
- 1,682 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| BlueStem Wealth Partners, LLC | 2,362 | $231.0K | 0.03% | +2,362 | New |
| Trillium Asset Management, LLC | 2,358 | $231.0K | 0.01% | +2,358 | New |
| Clientfirst Wealth Management, LLC | 2,365 | $231.3K | 0.24% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 2,365 | $231.3K | 0.27% | +2,365 | New |
| Fagan Associates, Inc. | 2,368 | $231.6K | 0.04% | +2,368 | New |
| Briaud Financial Planning, Inc | 2,375 | $232.0K | 0.09% | −141−5.6% | Reduced |
| Howard Wealth Management, LLC | 2,374 | $232.1K | 0.12% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 2,380 | $232.7K | 0.16% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 2,380 | $232.7K | 0.05% | +2,380 | New |
| Leisure Capital Management | 2,387 | $233.4K | 0.09% | 00.0% | Unchanged |
| Prudent Investors Network | 2,393 | $234.0K | 0.06% | −113−4.5% | Reduced |
| Boston Standard Wealth Management, LLC | 2,390 | $234.0K | 0.04% | +2,390 | New |
| Lorne Steinberg Wealth Management Inc. | 2,394 | $234.1K | 0.06% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 2,394 | $234.1K | 0.29% | +5+0.2% | Added |
| Seven Springs Wealth Group, LLC | 2,399 | $234.6K | 0.06% | −612−20.3% | Reduced |
| Martel Wealth Advisors Inc | 2,400 | $234.7K | 0.04% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 2,408 | $235.8K | 0.12% | +2,408 | New |
| Mader & Shannon Wealth Management, Inc. | 2,412 | $235.8K | 0.13% | −482−16.7% | Reduced |
| Aristotle Capital Management, LLC | 2,415 | $236.1K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,417 | $236.3K | 0.09% | +2,417 | New |
| Banque de Luxembourg S.A. | 2,697 | $236.8K | 0.14% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 2,479 | $237.2K | 0.12% | +178+7.7% | Added |
| Harmony Asset Management LLC | 2,428 | $237.4K | 0.09% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,431 | $237.8K | 0.05% | +2,431 | New |
| Wealth Advisors Northwest LLC | 2,435 | $238.1K | 0.13% | +2,435 | New |
| StoneCrest Wealth Management, Inc. | 2,436 | $238.2K | 0.11% | −113−4.4% | Reduced |
| Plotkin Financial Advisors, LLC | 2,436 | $238.2K | 0.13% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,714 | $238.3K | 0.07% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 2,439 | $238.5K | 0.10% | −16,031−86.8% | Reduced |
| Novus Advisors, LLC | 2,443 | $238.9K | 0.36% | −5,344−68.6% | Reduced |
| Consultiva Wealth Management, Corp. | 2,444 | $239.0K | 0.74% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,451 | $239.7K | 0.03% | +2,451 | New |
| Traction Financial Partners, LLC | 2,455 | $240.1K | 0.16% | +11+0.5% | Added |
| SkyOak Wealth, LLC | 2,458 | $240.3K | 0.05% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 1,306 | $240.4K | 0.06% | −1,552−54.3% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,460 | $240.5K | 0.10% | 00.0% | Unchanged |
| Lighthouse Wealth Management Inc. | 2,464 | $240.9K | 0.21% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,472 | $241.3K | 0.05% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,471 | $241.6K | 0.12% | +2,471 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 2,475 | $242.0K | 0.01% | −8,975−78.4% | Reduced |
| Ti-Trust, Inc | 2,475 | $242.0K | 0.16% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 2,476 | $242.1K | 0.02% | −28−1.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,486 | $243.1K | 0.14% | +99+4.1% | Added |
| Roof Eidam & Maycock | 2,494 | $243.9K | 0.06% | 00.0% | Unchanged |
| Financial Harvest, LLC | 2,496 | $244.0K | 0.18% | +2,496 | New |
| Gabelli & Co Investment Advisers, Inc. | 2,500 | $244.4K | 0.04% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,501 | $244.6K | 0.15% | −399−13.8% | Reduced |
| Cathy Pareto & Associates, Inc | 2,505 | $244.9K | 0.20% | +13+0.5% | Added |
| Tripletail Wealth Management, LLC | 2,378 | $245.9K | 0.35% | +2,378 | New |
| J.Safra Asset Management Corp | 2,517 | $246.1K | 0.02% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 2,518 | $246.2K | 0.14% | +2,518 | New |
| Independent Family Office, LLC | 2,520 | $246.4K | 0.11% | −600−19.2% | Reduced |
| My Purposeful Wealth Corp. | 2,387 | $246.7K | 0.09% | +2,387 | New |
| Global Strategic Investment Solutions, LLC | 2,525 | $246.9K | 0.03% | +10.0% | Added |
| Stockman Wealth Management, Inc. | 2,530 | $247.4K | 0.03% | +206+8.9% | Added |
| Barton Investment Management | 2,535 | $247.9K | 0.03% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 2,539 | $248.3K | 0.20% | +221+9.5% | Added |
| Virtus ETF Advisers LLC | 2,542 | $248.6K | 0.15% | 00.0% | Unchanged |
| Everest Management Corp. | 2,546 | $248.9K | 0.18% | +259+11.3% | Added |
| Hanover Advisors Inc | 2,550 | $249.3K | 0.10% | 00.0% | Unchanged |
| New World Advisors LLC | 2,550 | $249.3K | 0.05% | +2,550 | New |
| Pacific Center for Financial Services | 2,551 | $249.4K | 0.07% | −140−5.2% | Reduced |
| Patton Fund Management, Inc. | 2,556 | $249.9K | 0.05% | +2,556 | New |
| FreeGulliver LLC | 2,558 | $250.1K | 0.12% | −42−1.6% | Reduced |
| Clear Investment Research, LLC | 2,558 | $250.2K | 0.32% | +10.0% | Added |
| Leibman Financial Services, Inc. | 2,559 | $250.2K | 0.19% | −5,419−67.9% | Reduced |
| Riverstone Advisors, LLC | 2,562 | $250.5K | 0.14% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2,562 | $250.5K | 0.02% | +684+36.4% | Added |
| Teramo Advisors, LLC | 2,565 | $250.8K | 0.09% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 2,566 | $250.9K | 0.09% | +2,566 | New |
| Northstar Advisory Group, LLC | 2,567 | $251.0K | 0.12% | +8+0.3% | Added |
| McMahon Financial Advisors, LLC | 2,570 | $251.3K | 0.06% | +2,570 | New |
| Boreal Capital Management LLC | 2,572 | $251.5K | 0.21% | +2,572 | New |
| Cranbrook Wealth Management, LLC | 2,575 | $251.8K | 0.05% | +87+3.5% | Added |
| Signet Financial Management, LLC | 2,583 | $252.6K | 0.03% | +196+8.2% | Added |
| ONE Advisory Partners, LLC | 2,641 | $252.7K | 0.08% | +2,641 | New |
| Opus Capital Group, LLC | 2,589 | $253.0K | 0.03% | +7+0.3% | Added |
| Aspire Capital Advisors LLC | 2,595 | $253.7K | 0.07% | −146−5.3% | Reduced |
| Tribridge Partners Financial LLC | 2,595 | $254.0K | 0.15% | +2,595 | New |
| Peoples Bank | 2,602 | $254.4K | 0.16% | +171+7.0% | Added |
| Momentous Wealth Management, Inc. | 2,606 | $254.8K | 0.16% | −40−1.5% | Reduced |
| North Forty Two & Co. | 2,606 | $254.8K | 0.27% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,606 | $254.8K | 0.03% | −86−3.2% | Reduced |
| Westshore Wealth, LLC | 2,609 | $255.1K | 0.10% | +16+0.6% | Added |
| Oberweis Asset Management Inc | 2,609 | $255.1K | 0.01% | +3+0.1% | Added |
| Hallmark Capital Management Inc | 2,609 | $255.1K | 0.02% | −494−15.9% | Reduced |
| Arbor Investment Advisors, LLC | 2,610 | $255.2K | 0.03% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 2,615 | $255.7K | 0.13% | +250+10.6% | Added |
| Whipplewood Advisors, LLC | 2,616 | $255.8K | 0.14% | −214−7.6% | Reduced |
| Vista Cima Wealth Management LLC | 2,618 | $256.0K | 0.24% | −40−1.5% | Reduced |
| Thrive Capital Management, LLC | 2,620 | $256.2K | 0.08% | −68−2.5% | Reduced |
| Campbell Deegan Wealth Management, LLC | 2,622 | $256.4K | 0.25% | +2,622 | New |
| Grantvest Financial Group LLC | 2,629 | $257.1K | 0.19% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,637 | $257.8K | 0.00% | −16,785−86.4% | Reduced |
| Affiance Financial, LLC | 2,637 | $257.8K | 0.05% | −180−6.4% | Reduced |
| Macroview Investment Management LLC | 2,638 | $257.9K | 0.21% | −24−0.9% | Reduced |
| Carroll Investors, Inc | 2,654 | $258.3K | 0.14% | −16,125−85.9% | Reduced |
| Creative Capital Management Investments LLC | 2,643 | $258.4K | 0.09% | +183+7.4% | Added |
| New Millennium Group LLC | 2,646 | $258.7K | 0.14% | −156−5.6% | Reduced |
| Lakeshore Financial Planning, Inc. | 2,647 | $258.8K | 0.10% | 00.0% | Unchanged |