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 |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 3,000 | $293.3K | 0.06% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 3,000 | $293.3K | 0.03% | 00.0% | Unchanged |
| NWK Group, Inc. | 3,000 | $293.3K | 0.10% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 3,000 | $293.3K | 0.08% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 3,000 | $293.3K | 0.19% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 3,000 | $293.3K | 0.24% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 3,000 | $293.3K | 0.10% | +3,000 | New |
| Powell Investment Advisors, LLC | 3,006 | $293.9K | 0.11% | 00.0% | Unchanged |
| Journey Beyond Wealth, LLC | 3,006 | $293.9K | 0.25% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 3,008 | $294.1K | 0.17% | +85+2.9% | Added |
| Runnymede Capital Advisors, Inc. | 3,009 | $294.2K | 0.27% | −41−1.3% | Reduced |
| MBB Public Markets I LLC | 3,013 | $294.6K | 0.03% | −655−17.9% | Reduced |
| PCG Wealth Advisors, LLC | 3,024 | $295.7K | 0.15% | +105+3.6% | Added |
| Krane Funds Advisors LLC | 3,025 | $295.8K | 0.01% | +160+5.6% | Added |
| Notis-McConarty Edward | 3,030 | $296.3K | 0.14% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 3,050 | $298.2K | 0.01% | −150−4.7% | Reduced |
| Q3 Asset Management | 3,060 | $299.0K | 0.11% | +3,060 | New |
| BetterWealth, LLC | 3,059 | $299.1K | 0.08% | −33−1.1% | Reduced |
| Sound Stewardship, LLC | 3,060 | $299.2K | 0.15% | −103−3.3% | Reduced |
| Dahring | Cusmano LLC | 3,065 | $299.7K | 0.23% | +16+0.5% | Added |
| Cumberland Advisors Inc | 3,069 | $300.1K | 0.13% | −15−0.5% | Reduced |
| Fortis Advisors, LLC | 3,070 | $300.2K | 0.19% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 3,073 | $300.5K | 0.13% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 3,073 | $300.5K | 0.46% | +70+2.3% | Added |
| Essex LLC | 3,073 | $300.5K | 0.06% | −148−4.6% | Reduced |
| Portfolio Design Labs, LLC | 3,074 | $300.6K | 0.06% | −1,321−30.1% | Reduced |
| Dynamic Financial Group | 3,074 | $300.6K | 0.29% | +12+0.4% | Added |
| Sage Investment Counsel LLC | 3,078 | $301.0K | 0.35% | 00.0% | Unchanged |
| DHK Financial Advisors, Inc. | 3,249 | $301.9K | 0.17% | +3,249 | New |
| Ridgeline Wealth Planning, LLC | 3,088 | $301.9K | 0.25% | +360+13.2% | Added |
| Mascagni Wealth Management, Inc. | 3,097 | $302.8K | 0.26% | +79+2.6% | Added |
| Integris Wealth Management, LLC | 3,101 | $303.3K | 0.08% | +466+17.7% | Added |
| Mindset Wealth Management, LLC | 3,103 | $303.4K | 0.10% | −42−1.3% | Reduced |
| Hilton Capital Management, LLC | 3,105 | $303.6K | 0.02% | −155,785−98.0% | Reduced |
| Strata Wealth Advisors, LLC | 3,108 | $303.9K | 0.08% | −103−3.2% | Reduced |
| Gallacher Capital Management LLC | 3,116 | $304.7K | 0.14% | +42+1.4% | Added |
| Horizon Wealth Management, LLC | 3,119 | $305.0K | 0.05% | −414−11.7% | Reduced |
| Bull Street Advisors, LLC | 3,115 | $305.0K | 0.15% | −50−1.6% | Reduced |
| Clarion Wealth Managment Partners, LLC | 3,120 | $305.1K | 0.33% | +3,120 | New |
| Prairiewood Capital, LLC | 3,120 | $305.1K | 0.11% | +270+9.5% | Added |
| Kelly Financial Group LLC | 3,094 | $306.6K | 0.09% | +3,094 | New |
| Sierra Ocean, LLC | 3,137 | $306.8K | 0.22% | −90−2.8% | Reduced |
| Hamilton Capital Partners Inc. | 3,143 | $307.3K | 0.02% | +1,041+49.5% | Added |
| Vega Investment Solutions | 3,143 | $307.3K | 0.07% | +1,850+143.1% | Added |
| First National Corp | 3,148 | $307.8K | 0.06% | −117−3.6% | Reduced |
| Financial Advisory Corp | 3,151 | $308.0K | 0.09% | −10.0% | Reduced |
| Vestia Personal Wealth Advisors | 3,158 | $308.8K | 0.21% | +26+0.8% | Added |
| WP Advisors, LLC | 3,161 | $309.1K | 0.08% | +128+4.2% | Added |
| Northeast Financial Group, Inc. | 3,164 | $309.4K | 0.10% | +174+5.8% | Added |
| Vista Capital Partners, Inc. | 3,173 | $310.3K | 0.03% | +3,173 | New |
| Templeton & Phillips Capital Management, LLC | 3,179 | $310.8K | 0.22% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,182 | $311.1K | 0.17% | +46+1.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 3,193 | $312.2K | 0.08% | +242+8.2% | Added |
| Rodgers Brothers Inc. | 3,194 | $312.3K | 0.04% | −15−0.5% | Reduced |
| Entrewealth, LLC | 3,198 | $312.7K | 0.22% | −99−3.0% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,236 | $313.3K | 0.14% | +3,236 | New |
| Bonfire Financial | 3,204 | $313.3K | 0.26% | +19+0.6% | Added |
| Midwest Financial Group LLC | 3,205 | $313.4K | 0.16% | +604+23.2% | Added |
| Ring Mountain Capital, LLC | 3,299 | $313.6K | 0.19% | −179−5.1% | Reduced |
| Capital Management Associates, Inc | 3,218 | $314.6K | 0.10% | −2,925−47.6% | Reduced |
| JBR Co Financial Management Inc | 3,222 | $315.0K | 0.16% | −1,200−27.1% | Reduced |
| Chemistry Wealth Management LLC | 3,223 | $315.2K | 0.07% | +95+3.0% | Added |
| Verus Financial Partners, Inc. | 3,264 | $316.0K | 0.03% | +482+17.3% | Added |
| Vantage Financial Partners, LLC | 3,234 | $316.3K | 0.07% | +6+0.2% | Added |
| Crowley Wealth Management, Inc. | 3,237 | $316.5K | 0.29% | +8+0.2% | Added |
| Sachetta, LLC | 3,238 | $316.6K | 0.13% | +52+1.6% | Added |
| Tumwater Wealth Management, LLC | 3,240 | $316.8K | 0.15% | 00.0% | Unchanged |
| Landaas & Co | 3,241 | $317.0K | 0.08% | −296−8.4% | Reduced |
| Sar Wealth Management Group, LLC | 3,247 | $317.5K | 0.20% | −47−1.4% | Reduced |
| Ariadne Wealth Management, LP | 3,154 | $318.5K | 0.15% | +3,154 | New |
| Values Added Financial LLC | 3,266 | $319.3K | 0.15% | +8+0.2% | Added |
| 1776 Wealth LLC | 3,271 | $319.8K | 0.13% | +82+2.6% | Added |
| Mid-American Wealth Advisory Group, Inc. | 3,295 | $322.2K | 0.15% | −1,390−29.7% | Reduced |
| Private Management Group Inc | 3,295 | $322.2K | 0.01% | +3,295 | New |
| Accelerate Investment Advisors LLC | 3,297 | $322.4K | 0.24% | −253−7.1% | Reduced |
| Villere St Denis J & Co LLC | 3,297 | $322.4K | 0.03% | −150−4.4% | Reduced |
| Kapstone Financial Advisors LLC | 3,297 | $322.4K | 0.16% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 3,300 | $322.7K | 0.05% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 3,304 | $323.1K | 0.17% | +62+1.9% | Added |
| Wall Street Financial Group, Inc. | 3,307 | $323.4K | 0.29% | +3,307 | New |
| Citizens & Northern Corp | 3,313 | $323.9K | 0.09% | −1,354−29.0% | Reduced |
| Sculati Wealth Management, LLC | 3,330 | $325.6K | 0.12% | −525−13.6% | Reduced |
| Strengthening Families & Communities, LLC | 3,710 | $325.7K | 0.18% | +1,837+98.1% | Added |
| Armstrong, Fleming & Moore, Inc | 3,336 | $326.2K | 0.18% | +3,336 | New |
| East Coast Asset Management, LLC. | 3,338 | $326.4K | 0.11% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,331 | $326.4K | 0.16% | −496−13.0% | Reduced |
| CJM Wealth Advisers, Ltd. | 3,351 | $327.7K | 0.11% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 3,357 | $328.2K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3,359 | $328.4K | 0.12% | +992+41.9% | Added |
| Operose Advisors LLC | 3,360 | $328.5K | 0.09% | +3,041+953.3% | Added |
| Hughes Financial Services, LLC | 3,180 | $328.7K | 0.06% | −27−0.8% | Reduced |
| Carl P. Sherr & Co., LLC | 3,363 | $328.9K | 0.17% | +2+0.1% | Added |
| Alley Investment Management Company, LLC | 3,367 | $329.2K | 0.04% | 00.0% | Unchanged |
| Sequent Planning LLC | 3,369 | $329.4K | 0.10% | +156+4.9% | Added |
| Parkwoods Wealth Partners, LLC | 3,373 | $329.8K | 0.19% | +3,373 | New |
| Morton Community Bank | 3,375 | $330.0K | 0.08% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 3,377 | $330.2K | 0.12% | −415−10.9% | Reduced |
| Alterna Wealth Management, Inc | 3,380 | $330.5K | 0.26% | −3,587−51.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 3,385 | $331.0K | 0.14% | −35−1.0% | Reduced |
| Private Advisory Group LLC | 3,390 | $331.5K | 0.03% | −395−10.4% | Reduced |