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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 2,648 | $258.9K | 0.06% | −6−0.2% | Reduced |
| Covestor Ltd | 2,655 | $260.0K | 0.15% | −246−8.5% | Reduced |
| Financial Symmetry Inc | 2,661 | $260.2K | 0.13% | +4+0.2% | Added |
| Garrison Bradford & Associates Inc | 2,664 | $260.5K | 0.29% | 00.0% | Unchanged |
| One Degree Advisors Inc | 2,678 | $261.0K | 0.09% | +2,678 | New |
| Pension & Wealth Management Advisors, Inc. | 2,671 | $261.3K | 0.09% | +573+27.3% | Added |
| Madison Asset Management, LLC | 2,676 | $261.7K | 0.00% | 00.0% | Unchanged |
| Mendel Money Management | 2,677 | $261.8K | 0.12% | −50−1.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,683 | $262.3K | 0.01% | −93−3.4% | Reduced |
| LWM Advisory Services, LLC | 2,684 | $262.4K | 0.18% | −180−6.3% | Reduced |
| Coastal Investment Advisors, Inc. | 2,693 | $263.3K | 0.10% | −913−25.3% | Reduced |
| Provident Wealth Management, LLC | 2,694 | $263.4K | 0.09% | −15−0.6% | Reduced |
| Reik & Co., LLC | 2,700 | $264.0K | 0.07% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 2,701 | $264.1K | 0.24% | −49−1.8% | Reduced |
| WealthCollab, LLC | 2,702 | $264.2K | 0.15% | −35−1.3% | Reduced |
| Saxony Capital Management, LLC | 2,702 | $264.2K | 0.20% | −150−5.3% | Reduced |
| Security National Bank | 2,703 | $264.3K | 0.05% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 2,704 | $264.4K | 0.12% | +257+10.5% | Added |
| Intrinsic Value Partners, LLC | 2,709 | $264.9K | 0.24% | +18+0.7% | Added |
| Colorado Capital Management, Inc. | 2,708 | $265.0K | 0.11% | −7−0.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,711 | $265.1K | 0.06% | +12+0.4% | Added |
| Sterling Manor Financial, LLC | 2,714 | $265.3K | 0.18% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 2,720 | $266.0K | 0.03% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,722 | $266.2K | 0.16% | −21−0.8% | Reduced |
| Juncture Wealth Strategies, LLC | 2,723 | $266.3K | 0.09% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 2,732 | $267.0K | 0.01% | +255+10.3% | Added |
| Blume Capital Management, Inc. | 2,733 | $267.2K | 0.05% | +66+2.5% | Added |
| Chung Wu Investment Group, LLC | 2,734 | $267.3K | 0.28% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 2,736 | $267.5K | 0.13% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 2,739 | $267.8K | 0.08% | +47+1.7% | Added |
| Flagstone Financial Management | 2,745 | $268.4K | 0.08% | 00.0% | Unchanged |
| Talbot Financial, LLC | 2,745 | $268.4K | 0.03% | 00.0% | Unchanged |
| Seldon Capital LP | 2,754 | $269.3K | 0.12% | 00.0% | Unchanged |
| Darrow Company, Inc. | 2,754 | $269.3K | 0.14% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 2,762 | $270.1K | 0.22% | −807−22.6% | Reduced |
| HMV Wealth Advisors, LLC | 2,764 | $270.3K | 0.18% | −741−21.1% | Reduced |
| Osterweis Capital Management Inc | 2,767 | $270.6K | 0.01% | +2,247+432.1% | Added |
| Wealth Advisors of Iowa, LLC | 2,771 | $271.0K | 0.10% | −18−0.6% | Reduced |
| Litman Gregory Asset Management LLC | 2,777 | $271.5K | 0.02% | +250+9.9% | Added |
| Clarus Wealth Advisors | 2,800 | $271.9K | 0.13% | −300−9.7% | Reduced |
| Pictet & Cie (Europe) SA | 2,795 | $273.3K | 0.01% | +2,795 | New |
| REAP Financial Group, LLC | 2,796 | $273.4K | 0.06% | +1,159+70.8% | Added |
| Dynamic Wealth Strategies, LLC | 2,806 | $274.4K | 0.20% | −405−12.6% | Reduced |
| New England Professional Planning Group Inc. | 2,809 | $274.7K | 0.13% | −103−3.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,815 | $275.2K | 0.05% | −25−0.9% | Reduced |
| Hanlon Investment Management, Inc. | 2,817 | $275.4K | 0.20% | −49−1.7% | Reduced |
| Graham Capital Wealth Management, LLC | 2,827 | $276.4K | 0.31% | +55+2.0% | Added |
| Brueske Advisory Services, LLC | 2,829 | $276.6K | 0.19% | +28+1.0% | Added |
| Bourgeon Capital Management LLC | 2,833 | $277.0K | 0.05% | +321+12.8% | Added |
| Prospera Capital Management, LLC | 2,833 | $277.0K | 0.15% | +96+3.5% | Added |
| Banyan Capital Management, Inc. | 2,835 | $277.2K | 0.14% | +2,835 | New |
| WealthCare Investment Partners, LLC | 2,825 | $277.9K | 0.10% | +6+0.2% | Added |
| Washburn Capital Management, Inc. | 2,841 | $277.9K | 0.16% | +4+0.1% | Added |
| Financial Partners Group, LLC | 2,848 | $278.5K | 0.10% | −2,849−50.0% | Reduced |
| Adapt Wealth Advisors, LLC | 2,848 | $278.5K | 0.12% | −167−5.5% | Reduced |
| Professional Advisory Services Inc | 2,850 | $279.0K | 0.04% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 2,859 | $279.6K | 0.08% | 00.0% | Unchanged |
| Awm Capital, LLC | 2,861 | $279.8K | 0.03% | +120+4.4% | Added |
| Heron Bay Capital Management | 2,862 | $279.8K | 0.06% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 2,863 | $279.9K | 0.05% | −254−8.1% | Reduced |
| Grant Private Wealth Management Inc | 2,868 | $280.5K | 0.16% | −3,243−53.1% | Reduced |
| Clifford Group, LLC | 2,870 | $280.6K | 0.23% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 2,879 | $281.5K | 0.10% | +45+1.6% | Added |
| Rainey & Randall Investment Management Inc. | 2,880 | $281.6K | 0.05% | +30+1.1% | Added |
| Post Resch Tallon Group Inc. | 2,880 | $281.6K | 0.27% | +100+3.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,883 | $281.9K | 0.15% | +33+1.2% | Added |
| Fiduciary Financial Group, LLC | 2,891 | $284.0K | 0.05% | +57+2.0% | Added |
| BCM Advisors, LLC | 2,890 | $284.2K | 0.06% | −53−1.8% | Reduced |
| West Oak Capital, LLC | 2,912 | $284.7K | 0.11% | +162+5.9% | Added |
| Mizuho Markets Americas LLC | 2,914 | $284.9K | 0.01% | −10,773−78.7% | Reduced |
| Vista Private Wealth Partners. LLC | 2,917 | $285.2K | 0.09% | +6+0.2% | Added |
| Truepoint, Inc. | 2,918 | $285.3K | 0.01% | −86−2.9% | Reduced |
| Arrowroot Family Office, LLC | 2,921 | $285.6K | 0.13% | +2,921 | New |
| Pure Portfolios Holdings LLC | 2,925 | $286.0K | 0.10% | −20−0.7% | Reduced |
| Cornerstone Planning Group LLC | 2,884 | $286.5K | 0.06% | −791−21.5% | Reduced |
| Curated Wealth Partners LLC | 2,932 | $286.7K | 0.03% | +9+0.3% | Added |
| Petix & Botte Co | 2,946 | $288.1K | 0.07% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 2,947 | $288.2K | 0.15% | −205−6.5% | Reduced |
| Elevate Wealth Advisory, Inc | 2,948 | $288.2K | 0.21% | +56+1.9% | Added |
| Avaii Wealth Management, LLC | 2,949 | $288.4K | 0.13% | −41−1.4% | Reduced |
| Heritage Investment Group, Inc. | 2,958 | $289.2K | 0.05% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 2,963 | $289.7K | 0.02% | +2,963 | New |
| Synergy Financial Group, LTD | 2,968 | $290.2K | 0.21% | −52−1.7% | Reduced |
| Omnitrust Wealth Management, Inc | 2,563 | $290.3K | 0.35% | +2,563 | New |
| 1248 Management, LLC | 2,969 | $290.3K | 0.11% | 00.0% | Unchanged |
| BCU Wealth Advisors, LLC | 2,969 | $290.3K | 0.13% | +485+19.5% | Added |
| Dakota Community Bank & Trust NA | 2,976 | $291.0K | 1.31% | +97+3.4% | Added |
| Attessa Capital LLC | 2,976 | $291.0K | 0.19% | +2,976 | New |
| Scott & Selber, Inc. | 2,975 | $291.0K | 0.08% | +55+1.9% | Added |
| Warner Financial, Inc | 2,984 | $292.0K | 0.12% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 2,988 | $292.2K | 0.04% | +110+3.8% | Added |
| First Financial Group Corp | 2,989 | $292.3K | 0.29% | −2−0.1% | Reduced |
| Hill Island Financial LLC | 2,989 | $292.3K | 0.08% | +2,989 | New |
| Threadgill Financial, LLC | 2,990 | $292.4K | 0.16% | −716−19.3% | Reduced |
| Integrity Wealth Solutions LLC | 2,990 | $292.4K | 0.14% | −3−0.1% | Reduced |
| Financial Network Wealth Advisors LLC | 2,991 | $292.5K | 0.36% | −654−17.9% | Reduced |
| Clark Financial Services Group Inc | 2,995 | $292.9K | 0.18% | +3+0.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $293.0K | 0.15% | −9,000−75.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,000 | $293.0K | 0.22% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2,997 | $293.0K | 0.03% | 00.0% | Unchanged |