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 |
|---|---|---|---|---|---|
| Conservest Capital Advisors, Inc. | 4,341 | $424.4K | 0.04% | +150+3.6% | Added |
| Core Wealth Advisors, Inc. | 4,342 | $424.5K | 0.12% | +79+1.9% | Added |
| Forza Wealth Management, LLC | 4,343 | $424.7K | 0.17% | −54−1.2% | Reduced |
| V-Square Quantitative Management LLC | 4,345 | $424.9K | 0.06% | +1,862+75.0% | Added |
| Werba Rubin Papier Wealth Management | 4,347 | $425.1K | 0.08% | +1,152+36.1% | Added |
| Future Financial Wealth Managment LLC | 4,350 | $425.3K | 0.29% | 00.0% | Unchanged |
| Promus Capital, LLC | 4,350 | $425.3K | 0.28% | 00.0% | Unchanged |
| Chris Bulman Inc | 4,360 | $426.4K | 0.24% | −23−0.5% | Reduced |
| Family Investment Center, Inc. | 4,364 | $426.7K | 0.10% | −359−7.6% | Reduced |
| Granite FO LLC | 4,389 | $429.2K | 0.24% | 00.0% | Unchanged |
| Broderick Brian C | 4,400 | $430.2K | 0.09% | −3,340−43.2% | Reduced |
| BlueSpruce Investments, LP | 4,408 | $431.0K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 4,410 | $431.2K | 0.37% | 00.0% | Unchanged |
| Humankind Investments LLC | 4,413 | $431.5K | 0.11% | −12,839−74.4% | Reduced |
| Norway Savings Bank | 4,425 | $432.7K | 0.22% | −485−9.9% | Reduced |
| Armbruster Capital Management, Inc. | 4,425 | $432.7K | 0.08% | +30+0.7% | Added |
| Vance Wealth, Inc. | 4,429 | $433.0K | 0.15% | +146+3.4% | Added |
| Eclectic Associates Inc | 4,431 | $433.3K | 0.09% | +49+1.1% | Added |
| Websterrogers Financial Advisors, LLC | 4,438 | $434.0K | 0.14% | −50−1.1% | Reduced |
| Midwestern Financial, LLC | 4,439 | $434.1K | 0.41% | +4,439 | New |
| Financial Strategies Group, Inc. | 4,604 | $434.7K | 0.09% | −1,003−17.9% | Reduced |
| TCFG Wealth Management, LLC | 4,453 | $435.4K | 0.20% | −60−1.3% | Reduced |
| Taylor Financial Group, Inc. | 4,460 | $436.1K | 0.27% | +1,145+34.5% | Added |
| Manhattan West Asset Management, LLC | 4,461 | $436.2K | 0.10% | +277+6.6% | Added |
| CLG LLC | 4,467 | $436.8K | 0.14% | +7+0.2% | Added |
| Members Capital Advisors Inc | 4,476 | $437.7K | 0.51% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 4,481 | $438.1K | 0.02% | +273+6.5% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 4,481 | $438.2K | 0.16% | 00.0% | Unchanged |
| Key Financial Inc | 4,494 | $439.4K | 0.09% | +351+8.5% | Added |
| Ascent Capital Management, LLC | 4,499 | $439.9K | 0.39% | +88+2.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,500 | $440.0K | 0.04% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 4,505 | $440.0K | 0.22% | +4,200+1,377.0% | Added |
| Tru Independence Asset Management 2, LLC | 4,500 | $440.0K | 0.30% | −1,585−26.0% | Reduced |
| Huber Capital Management LLC | 4,500 | $440.0K | 0.07% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,500 | $440.0K | 0.40% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 4,500 | $440.0K | 0.16% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 4,508 | $440.8K | 0.03% | −100−2.2% | Reduced |
| Northwest Financial Advisors | 4,526 | $442.6K | 0.62% | −2,563−36.2% | Reduced |
| HBW Advisory Services LLC | 4,530 | $442.9K | 0.05% | +923+25.6% | Added |
| Allium Financial Advisors, LLC | 4,534 | $443.3K | 0.39% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 4,535 | $443.4K | 0.27% | +23+0.5% | Added |
| Claris Financial LLC | 4,538 | $443.7K | 0.33% | +611+15.6% | Added |
| LVM Capital Management Ltd | 4,539 | $444.0K | 0.05% | −45−1.0% | Reduced |
| RVW Wealth, LLC | 4,542 | $444.1K | 0.04% | −668−12.8% | Reduced |
| DRW Securities, LLC | 4,555 | $444.5K | 0.03% | +4,555 | New |
| ELCO Management Co., LLC | 4,550 | $444.9K | 0.23% | +19+0.4% | Added |
| RMG Wealth Management LLC | 4,683 | $445.6K | 0.07% | +4,683 | New |
| VeraBank, N.A. | 4,563 | $446.2K | 0.09% | +120+2.7% | Added |
| Anson Capital, Inc. | 4,569 | $446.8K | 0.36% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,578 | $447.6K | 0.16% | −62−1.3% | Reduced |
| Broadway Wealth Solutions, Inc. | 4,583 | $448.1K | 0.28% | −181−3.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,584 | $448.3K | 0.24% | +42+0.9% | Added |
| Wealth Group Ltd | 4,595 | $449.3K | 0.11% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 4,596 | $449.4K | 0.15% | +123+2.7% | Added |
| Financial Management Professionals, Inc. | 4,598 | $449.6K | 0.05% | −279−5.7% | Reduced |
| Avalon Trust Co | 4,606 | $450.4K | 0.03% | −138−2.9% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,607 | $450.5K | 0.17% | +4,607 | New |
| Suncoast Equity Management | 4,614 | $451.1K | 0.05% | +3+0.1% | Added |
| Catalina Capital Group, LLC | 4,616 | $451.4K | 0.31% | −2,091−31.2% | Reduced |
| Latitude Advisors, LLC | 4,618 | $451.6K | 0.23% | +79+1.7% | Added |
| Wingate Wealth Advisors, Inc. | 4,619 | $451.6K | 0.40% | +1,016+28.2% | Added |
| Almanack Investment Partners, LLC. | 4,639 | $453.6K | 0.07% | +190+4.3% | Added |
| Wealthedge Investment Advisors, LLC | 4,640 | $453.7K | 0.19% | −254−5.2% | Reduced |
| Cypress Asset Management Inc | 4,641 | $453.8K | 0.11% | −25−0.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,642 | $453.9K | 0.08% | −524−10.1% | Reduced |
| Arcus Capital Partners, LLC | 4,643 | $454.0K | 0.20% | +263+6.0% | Added |
| Fortis Capital Advisors, LLC | 4,643 | $454.1K | 0.08% | −16−0.3% | Reduced |
| Atlantic Trust, LLC | 4,644 | $454.1K | 0.09% | +682+17.2% | Added |
| Orion Investment Co | 4,656 | $455.3K | 0.16% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,661 | $455.8K | 0.16% | +20+0.4% | Added |
| Brian Low Financial Group, LLC | 4,667 | $456.3K | 0.43% | +4,667 | New |
| Tamar Securities, LLC | 4,671 | $456.8K | 0.06% | −243−4.9% | Reduced |
| Chancellor Financial Group WB LP | 4,673 | $456.9K | 0.36% | +44+1.0% | Added |
| Tradewinds Capital Management, LLC | 4,677 | $457.3K | 0.11% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 4,685 | $458.1K | 0.20% | −785−14.4% | Reduced |
| Bigelow Investment Advisors, LLC | 4,688 | $458.4K | 0.20% | +358+8.3% | Added |
| Keyvantage Wealth, LLC | 4,688 | $458.4K | 0.21% | +225+5.0% | Added |
| Peachtree Investment Partners, LLC | 4,690 | $458.6K | 0.17% | −13−0.3% | Reduced |
| Two West Capital Advisors LLC | 4,710 | $459.1K | 0.30% | +31+0.7% | Added |
| Schoolcraft Capital LLC | 4,704 | $460.0K | 0.09% | −200−4.1% | Reduced |
| Black Diamond Financial, LLC | 4,705 | $460.0K | 0.07% | −1,039−18.1% | Reduced |
| Atlas Wealth LLC | 4,689 | $460.6K | 0.17% | 00.0% | Unchanged |
| Intellus Advisors LLC | 4,712 | $460.7K | 0.07% | +815+20.9% | Added |
| Firestone Capital Management | 4,724 | $461.9K | 0.11% | −20−0.4% | Reduced |
| Trust Investment Advisors | 4,731 | $462.6K | 0.28% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 4,737 | $463.2K | 0.97% | −54−1.1% | Reduced |
| Court Place Advisors, LLC | 4,742 | $463.7K | 0.15% | −14−0.3% | Reduced |
| McClarren Financial Advisors, Inc. | 4,744 | $463.9K | 0.30% | +3,423+259.1% | Added |
| MPS Loria Financial Planners, LLC | 4,748 | $464.3K | 0.14% | −140−2.9% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,749 | $464.4K | 0.30% | +420+9.7% | Added |
| Pine Haven Investment Counsel, Inc | 4,753 | $464.7K | 0.37% | +28+0.6% | Added |
| Brown Financial Advisory | 4,755 | $465.0K | 0.26% | +2,018+73.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 4,759 | $465.3K | 0.15% | +1,567+49.1% | Added |
| Three Bridge Wealth Advisors, LLC | 4,761 | $465.5K | 0.12% | −3,321−41.1% | Reduced |
| Strategies Wealth Advisors, LLC | 4,770 | $466.4K | 0.05% | +44+0.9% | Added |
| Austin Wealth Management, LLC | 4,774 | $467.7K | 0.08% | +280+6.2% | Added |
| WPWealth LLP | 4,785 | $467.9K | 0.08% | +28+0.6% | Added |
| Goldstein Advisors, LLC | 4,788 | $468.2K | 0.06% | +5+0.1% | Added |
| Quartz Partners, LLC | 4,794 | $468.7K | 0.21% | +1,968+69.6% | Added |
| Avantra Family Wealth, Inc. | 4,800 | $469.3K | 0.39% | +320+7.1% | Added |