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 |
|---|---|---|---|---|---|
| Searcy Financial Services Inc | 3,848 | $376.2K | 0.15% | +6+0.2% | Added |
| Westbourne Investment Advisors, Inc. | 3,849 | $376.4K | 0.11% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,848 | $377.0K | 0.27% | +1,470+61.8% | Added |
| Landmark Wealth Management, Inc. | 3,861 | $377.5K | 0.16% | +45+1.2% | Added |
| Aire Advisors, LLC | 3,863 | $377.8K | 0.07% | +13+0.3% | Added |
| Demars Financial Group, LLC | 3,871 | $378.5K | 0.15% | −304,290−98.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,876 | $379.0K | 0.13% | −16−0.4% | Reduced |
| Jackson Square Capital, LLC | 3,894 | $380.8K | 0.08% | +30+0.8% | Added |
| Potentia Wealth | 3,898 | $381.1K | 0.22% | +4+0.1% | Added |
| Guardian Wealth Advisors, LLC | 3,898 | $381.1K | 0.23% | −133−3.3% | Reduced |
| Yarger Wealth Strategies, LLC | 3,899 | $381.2K | 0.20% | +390+11.1% | Added |
| Acima Private Wealth, LLC | 3,900 | $381.3K | 0.13% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 3,902 | $381.5K | 0.19% | 00.0% | Unchanged |
| Towercrest Capital Management | 3,904 | $381.7K | 0.07% | 00.0% | Unchanged |
| Curat Global, LLC | 3,906 | $381.9K | 0.36% | −1,725−30.6% | Reduced |
| Innova Wealth Partners | 3,906 | $381.9K | 0.22% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 3,885 | $382.1K | 0.27% | +479+14.1% | Added |
| Bravias Capital Group, LLC | 3,912 | $382.5K | 0.28% | −2,052−34.4% | Reduced |
| Glass Wealth Management Co LLC | 3,919 | $383.2K | 0.20% | 00.0% | Unchanged |
| Kendall Capital Management | 3,940 | $385.3K | 0.10% | −175−4.3% | Reduced |
| Clarkston Capital Partners, LLC | 3,940 | $385.3K | 0.01% | 00.0% | Unchanged |
| Clarendon Private LLC | 3,940 | $385.3K | 0.37% | +462+13.3% | Added |
| First National Bank Sioux Falls | 3,942 | $385.4K | 0.14% | −4−0.1% | Reduced |
| Marks Group Wealth Management, Inc | 3,954 | $386.6K | 0.04% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,957 | $387.0K | 0.10% | −35−0.9% | Reduced |
| Rinkey Investments | 3,971 | $388.3K | 0.12% | +3,971 | New |
| Alternative Investment Advisors, LLC. | 3,972 | $388.4K | 0.19% | +20+0.5% | Added |
| Rice Hall James & Associates, LLC | 3,973 | $388.5K | 0.02% | 00.0% | Unchanged |
| Gries Financial LLC | 3,974 | $388.6K | 0.07% | +776+24.3% | Added |
| ETF Store, Inc. | 3,978 | $389.0K | 0.45% | +17+0.4% | Added |
| Bearing Point Capital, LLC | 3,982 | $389.4K | 0.07% | +1,065+36.5% | Added |
| Clark Asset Management, LLC | 3,987 | $389.8K | 0.05% | +507+14.6% | Added |
| Waycross Partners, LLC | 4,000 | $391.1K | 0.04% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 4,000 | $391.1K | 0.04% | +1,000+33.3% | Added |
| Granite Investment Partners, LLC | 4,001 | $391.2K | 0.02% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 4,013 | $392.4K | 0.28% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 4,014 | $392.5K | 0.14% | +151+3.9% | Added |
| Centricity Wealth Management, LLC | 4,015 | $392.6K | 0.31% | −142−3.4% | Reduced |
| Acorn Wealth Advisors, LLC | 4,025 | $393.6K | 0.15% | +353+9.6% | Added |
| Financial Freedom, LLC | 4,032 | $394.4K | 0.21% | +9+0.2% | Added |
| Knightsbridge Asset Management, LLC | 4,038 | $394.9K | 0.09% | +658+19.5% | Added |
| Bank Hapoalim BM | 4,040 | $395.0K | 0.05% | +113+2.9% | Added |
| ERn Financial, LLC | 4,049 | $395.9K | 0.08% | −1,705−29.6% | Reduced |
| Running Point Capital Advisors, LLC | 4,053 | $396.3K | 0.11% | −411−9.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,054 | $396.4K | 0.10% | +320+8.6% | Added |
| STAR Financial Bank | 4,062 | $397.2K | 0.25% | −347−7.9% | Reduced |
| Bridgefront Capital, LLC | 4,063 | $397.3K | 0.11% | +4,063 | New |
| Pasadena Private Wealth, LLC | 4,069 | $397.9K | 0.07% | +750+22.6% | Added |
| Investment Planning Advisors, Inc. | 4,070 | $398.0K | 0.14% | +490+13.7% | Added |
| Blodgett Wealth Advisors, LLC | 4,078 | $398.7K | 0.31% | +5+0.1% | Added |
| Lansing Street Advisors | 4,080 | $399.0K | 0.12% | +152+3.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,090 | $400.0K | 0.09% | +67+1.7% | Added |
| Lynx Investment Advisory | 4,094 | $400.3K | 0.26% | +80+2.0% | Added |
| Community Bank of Raymore | 4,096 | $400.5K | 0.30% | +1,450+54.8% | Added |
| Spahn Wealth & Retirement LLC | 4,098 | $400.7K | 0.26% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 4,098 | $400.7K | 0.12% | 00.0% | Unchanged |
| Clean Yield Group | 4,101 | $401.0K | 0.12% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 4,107 | $401.6K | 0.29% | −56−1.3% | Reduced |
| Morris Financial Concepts, Inc. | 4,120 | $402.9K | 0.16% | +6+0.1% | Added |
| AXS Investments LLC | 4,121 | $403.0K | 0.17% | −1,103−21.1% | Reduced |
| Iron Financial, LLC | 4,125 | $403.4K | 0.21% | +71+1.8% | Added |
| Fig Financial Advisory Services Inc | 4,129 | $403.7K | 0.27% | −11,585−73.7% | Reduced |
| Intelligence Driven Advisers, LLC | 4,131 | $404.0K | 0.06% | +533+14.8% | Added |
| CV Advisors LLC | 4,134 | $404.2K | 0.12% | −346−7.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,617 | $405.3K | 0.16% | +4,617 | New |
| Philip James Wealth Mangement, LLC | 4,156 | $406.3K | 0.05% | −50−1.2% | Reduced |
| Eagle Capital Management, LLC | 4,167 | $407.0K | 0.18% | +300+7.8% | Added |
| Financial Perspectives, Inc | 4,168 | $407.5K | 0.12% | +10.0% | Added |
| Lantern Wealth Advisors, LLC | 4,172 | $407.9K | 0.24% | +4,172 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,172 | $407.9K | 0.09% | +4,172 | New |
| Kimelman & Baird, LLC | 4,178 | $408.6K | 0.03% | −207−4.7% | Reduced |
| Parkside Advisors LLC | 4,178 | $408.6K | 0.09% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4,180 | $408.7K | 0.16% | −59−1.4% | Reduced |
| Compass Wealth Management, LLC | 4,187 | $409.5K | 0.22% | +4,187 | New |
| Sigma Investment Counselors Inc | 4,190 | $409.7K | 0.02% | +686+19.6% | Added |
| Edge Financial Advisors LLC | 4,197 | $410.5K | 0.22% | +141+3.5% | Added |
| Alaethes Wealth LLC | 4,200 | $410.7K | 0.12% | −11−0.3% | Reduced |
| Schulz Wealth, LTD. | 4,209 | $411.6K | 0.31% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4,209 | $412.0K | 0.05% | −12−0.3% | Reduced |
| Ssi Investment Management LLC | 4,220 | $412.6K | 0.03% | −24−0.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3,994 | $413.8K | 0.13% | +599+17.6% | Added |
| Beaird Harris Wealth Management, LLC | 4,246 | $415.1K | 0.03% | −44−1.0% | Reduced |
| Marietta Investment Partners LLC | 4,248 | $415.4K | 0.09% | +358+9.2% | Added |
| Fonville Wealth Management LLC | 4,252 | $415.8K | 0.11% | +300+7.6% | Added |
| StrongBox Wealth, LLC | 4,256 | $416.2K | 0.16% | −527−11.0% | Reduced |
| Old Point Trust & Financial Services N A | 4,276 | $418.1K | 0.15% | −8,039−65.3% | Reduced |
| Seascape Capital Management | 4,284 | $419.0K | 0.13% | −451−9.5% | Reduced |
| Waller Financial Planning Group, Inc | 4,286 | $419.1K | 0.10% | −439−9.3% | Reduced |
| WorthPointe, LLC | 4,290 | $419.5K | 0.18% | −43−1.0% | Reduced |
| Chiron Capital Management, LLC | 4,298 | $420.3K | 0.37% | −100−2.3% | Reduced |
| Matrix Asset Advisors Inc | 4,316 | $422.0K | 0.04% | +75+1.8% | Added |
| Yukon Wealth Management, Inc. | 4,320 | $422.5K | 0.15% | +197+4.8% | Added |
| LeClair Wealth Partners LLC | 4,322 | $422.6K | 0.29% | +23+0.5% | Added |
| SageOak Financial, LLC | 4,328 | $423.2K | 0.34% | −60−1.4% | Reduced |
| Collaborative Wealth Managment Inc. | 4,329 | $423.3K | 0.18% | −21−0.5% | Reduced |
| Elyxium Wealth, LLC | 4,329 | $423.3K | 0.16% | +637+17.3% | Added |
| Helium Advisors LLC | 4,335 | $423.9K | 0.27% | +64+1.5% | Added |
| Sutton Place Investors LLC | 4,339 | $424.3K | 0.26% | +139+3.3% | Added |
| Stewardship Advisors, LLC | 4,340 | $424.4K | 0.11% | −90−2.0% | Reduced |
| SNS Financial Group, LLC | 4,340 | $424.4K | 0.04% | +13+0.3% | Added |