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 7 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 |
|---|---|---|---|---|---|
| White Knight Strategic Wealth Advisors, LLC | 3,393 | $331.8K | 0.28% | −45−1.3% | Reduced |
| Financial Enhancement Group LLC | 3,522 | $332.4K | 0.05% | −417−10.6% | Reduced |
| Burton Enright Welch | 3,401 | $332.6K | 0.06% | +1,037+43.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,401 | $332.6K | 0.02% | +3,401 | New |
| Buttonwood Financial Advisors Inc. | 3,403 | $332.8K | 0.13% | −23−0.7% | Reduced |
| SRN Advisors, LLC | 3,407 | $333.1K | 0.30% | −6,503−65.6% | Reduced |
| Schubert & Co | 3,424 | $334.8K | 0.24% | +385+12.7% | Added |
| Defined Financial Planning LLC | 3,512 | $335.0K | 0.30% | −453−11.4% | Reduced |
| Pacific Sun Financial Corp | 3,429 | $335.3K | 0.18% | +637+22.8% | Added |
| Mma Asset Management LLC | 3,430 | $335.4K | 0.13% | +194+6.0% | Added |
| Mill Capital Management, LLC | 3,441 | $336.5K | 0.03% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3,454 | $337.7K | 0.08% | +1,068+44.8% | Added |
| Evolution Advisers, Inc. | 3,456 | $338.0K | 0.17% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,452 | $338.0K | 0.00% | +576+20.0% | Added |
| Elios Financial Group Inc. | 3,459 | $338.2K | 0.15% | +12+0.3% | Added |
| EWG Elevate Inc. | 3,461 | $338.4K | 0.10% | +6+0.2% | Added |
| Morton Capital Management LLC | 3,461 | $338.4K | 0.06% | +3,461 | New |
| Marion Wealth Management | 3,467 | $339.0K | 0.08% | 00.0% | Unchanged |
| Financial Advisors, LLC | 3,470 | $339.3K | 0.06% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 3,477 | $340.0K | 0.01% | 00.0% | Unchanged |
| IMZ Advisory Inc | 3,577 | $340.0K | 0.14% | +18+0.5% | Added |
| Next Level Private LLC | 3,482 | $340.5K | 0.11% | +25+0.7% | Added |
| Bolthouse Investments, LLC | 3,484 | $340.7K | 0.34% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 3,488 | $341.1K | 0.29% | +267+8.3% | Added |
| Cannon Advisors, Inc. | 3,490 | $341.3K | 0.27% | +3,490 | New |
| CogentBlue Wealth Advisors, LLC | 3,494 | $341.6K | 0.26% | +85+2.5% | Added |
| Rench Wealth Management, Inc. | 3,498 | $342.0K | 0.11% | +16+0.5% | Added |
| Twin Lakes Capital Management, LLC | 3,498 | $342.0K | 0.21% | 00.0% | Unchanged |
| Mason & Associates Inc | 3,498 | $342.1K | 0.08% | +237+7.3% | Added |
| Hoge Financial Services, LLC | 3,506 | $342.8K | 0.21% | +350+11.1% | Added |
| Burling Wealth Partners, LLC | 3,514 | $343.6K | 0.06% | −550−13.5% | Reduced |
| Crescent Grove Advisors, LLC | 3,515 | $343.7K | 0.03% | +947+36.9% | Added |
| Sandbox Financial Partners, LLC | 3,517 | $343.9K | 0.11% | −17−0.5% | Reduced |
| Twin Focus Capital Partners, LLC | 3,523 | $344.5K | 0.05% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 3,523 | $344.5K | 0.24% | −5,174−59.5% | Reduced |
| DDFG, Inc | 3,525 | $344.7K | 0.09% | −639−15.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,527 | $344.9K | 0.17% | −1,617−31.4% | Reduced |
| Bellwether Advisors, LLC | 3,556 | $347.7K | 0.06% | +14+0.4% | Added |
| Acorn Financial Advisory Services Inc | 3,560 | $348.1K | 0.06% | −50−1.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,561 | $348.2K | 0.16% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,562 | $348.3K | 0.02% | +139+4.1% | Added |
| Howard Bailey Securities, LLC | 3,563 | $348.4K | 0.11% | −3−0.1% | Reduced |
| Klingenstein Fields & Co LP | 3,566 | $348.7K | 0.01% | +10.0% | Added |
| Talisman Wealth Advisors LLC | 3,579 | $350.0K | 0.32% | +145+4.2% | Added |
| Fiducient Advisors LLC | 3,580 | $350.1K | 0.04% | +18+0.5% | Added |
| Cherry Tree Wealth Management, LLC | 3,581 | $350.2K | 0.08% | −90−2.5% | Reduced |
| SwitchPoint Financial Planning, LLC | 3,581 | $350.2K | 0.29% | +3,581 | New |
| Lifestyle Asset Management, Inc. | 3,584 | $350.4K | 0.16% | +636+21.6% | Added |
| Avenir Corp | 3,588 | $350.8K | 0.04% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 3,589 | $350.9K | 0.12% | +31+0.9% | Added |
| KDT Advisors, LLC | 3,600 | $352.0K | 0.57% | +3,600 | New |
| IFG Advisors, LLC | 3,601 | $352.1K | 0.06% | +89+2.5% | Added |
| Boomfish Wealth Group, LLC | 3,602 | $352.2K | 0.20% | +100+2.9% | Added |
| Hopwood Financial Services, Inc. | 3,605 | $352.5K | 0.28% | −50−1.4% | Reduced |
| New Century Financial Group, LLC | 3,615 | $353.5K | 0.41% | −8,196−69.4% | Reduced |
| Binnacle Investments Inc | 3,616 | $353.6K | 0.23% | −29−0.8% | Reduced |
| Custos Family Office, LLC | 3,619 | $353.8K | 0.11% | +728+25.2% | Added |
| Asio Capital, LLC | 3,619 | $353.9K | 0.06% | +681+23.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,624 | $354.4K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,693 | $354.6K | 0.19% | −3,249−46.8% | Reduced |
| Fielder Capital Group LLC | 3,628 | $354.8K | 0.09% | +257+7.6% | Added |
| Capital Squared Financial LLC | 3,632 | $355.1K | 0.41% | +3,632 | New |
| Acorn Creek Capital LLC | 3,632 | $355.2K | 0.15% | +157+4.5% | Added |
| CBIZ Investment Advisory Services, LLC | 3,635 | $355.4K | 0.02% | +426+13.3% | Added |
| McIlrath & Eck, LLC | 3,641 | $356.0K | 0.04% | −1,657−31.3% | Reduced |
| Alpha Financial Partners, LLC | 3,644 | $356.3K | 0.26% | +363+11.1% | Added |
| Optima Capital LLC | 3,646 | $356.5K | 0.19% | +309+9.3% | Added |
| TL Private Wealth | 3,606 | $358.3K | 0.15% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 3,671 | $359.0K | 0.07% | +992+37.0% | Added |
| Elite Financial, Inc. | 3,612 | $359.0K | 0.18% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3,680 | $359.8K | 0.06% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 3,684 | $360.2K | 0.08% | −163−4.2% | Reduced |
| Hobbs Wealth Management, LLC | 3,689 | $360.7K | 0.34% | −1,005−21.4% | Reduced |
| LeConte Wealth Management, LLC | 3,695 | $361.3K | 0.24% | +903+32.3% | Added |
| McHugh Group, LLC | 3,700 | $361.8K | 0.24% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,702 | $362.0K | 0.12% | +150+4.2% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 3,702 | $362.0K | 0.23% | −48−1.3% | Reduced |
| Horizon Investment Services, LLC | 3,706 | $362.4K | 0.16% | −28−0.7% | Reduced |
| Compass Financial Services Inc | 3,714 | $363.2K | 0.18% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,717 | $363.4K | 0.27% | +215+6.1% | Added |
| Sightline Wealth Advisors, LLC | 3,718 | $363.5K | 0.18% | +1,047+39.2% | Added |
| American Money Management, LLC | 3,730 | $364.7K | 0.06% | 00.0% | Unchanged |
| Adams Wealth Management | 3,734 | $365.0K | 0.07% | +3,734 | New |
| CacheTech Inc. | 3,734 | $365.0K | 0.07% | +3,734 | New |
| Fourth Dimension Wealth, LLC | 3,757 | $367.3K | 0.16% | −3,418−47.6% | Reduced |
| Financial Sense Advisors, Inc. | 3,757 | $367.4K | 0.09% | −296−7.3% | Reduced |
| Boothbay Fund Management, LLC | 3,760 | $367.7K | 0.01% | −15,780−80.8% | Reduced |
| Ellis Investment Partners, LLC | 3,770 | $368.6K | 0.07% | −42−1.1% | Reduced |
| Ogorek Anthony Joseph | 3,781 | $369.0K | 0.11% | +80+2.2% | Added |
| Legacy Solutions, LLC | 3,774 | $369.0K | 0.35% | +351+10.3% | Added |
| Centerline Wealth Advisors, LLC | 3,779 | $369.5K | 0.18% | +3,779 | New |
| Palisades Hudson Asset Management, L.P. | 3,785 | $370.0K | 0.14% | +18+0.5% | Added |
| Great Waters Wealth Management | 3,786 | $370.2K | 0.05% | +9+0.2% | Added |
| Independence Financial Advisors, LLC | 3,797 | $371.2K | 0.14% | −34−0.9% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,800 | $372.0K | 0.05% | +13+0.3% | Added |
| B&L Asset Management LLC | 3,825 | $374.0K | 0.21% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 3,829 | $374.4K | 0.18% | −21−0.5% | Reduced |
| Cottage Street Advisors LLC | 3,830 | $374.5K | 0.19% | −34−0.9% | Reduced |
| Coyle Financial Counsel LLC | 3,833 | $374.8K | 0.10% | +135+3.7% | Added |
| Jackson Thornton Asset Management, LLC | 3,874 | $376.1K | 0.04% | +595+18.1% | Added |