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
- 1,681 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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Journey Advisory Group, LLC | 84,163 | $8.23M | 0.64% | +1,711+2.1% | Added |
| Inscription Capital, LLC | 83,874 | $8.20M | 1.18% | −6,088−6.8% | Reduced |
| Wendell David Associates Inc | 83,790 | $8.19M | 0.82% | −5,498−6.2% | Reduced |
| Amarillo National Bank | 83,665 | $8.18M | 1.52% | −172−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 83,316 | $8.15M | 0.07% | −237,192−74.0% | Reduced |
| Naviter Wealth, LLC | 83,279 | $8.14M | 1.00% | −8,794−9.6% | Reduced |
| Goelzer Investment Management, Inc. | 82,973 | $8.11M | 0.44% | −712−0.9% | Reduced |
| Summit Global Investments | 82,795 | $8.10M | 0.48% | +39,355+90.6% | Added |
| Ballentine Partners, LLC | 82,766 | $8.09M | 0.12% | −4,820−5.5% | Reduced |
| Haverford Trust Co | 82,299 | $8.05M | 0.08% | +241+0.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 82,061 | $8.02M | 0.07% | −260−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 81,938 | $8.01M | 0.28% | +3,122+4.0% | Added |
| Silphium Asset Management Ltd | 81,579 | $7.98M | 2.84% | −17,027−17.3% | Reduced |
| Contravisory Investment Management, Inc. | 81,494 | $7.97M | 1.57% | +75,351+1,226.6% | Added |
| Meridian Management Co | 81,197 | $7.96M | 2.17% | −54,765−40.3% | Reduced |
| SevenBridge Financial Group, LLC | 76,726 | $7.95M | 1.40% | +1,979+2.6% | Added |
| Rockline Wealth Management, LLC | 81,195 | $7.94M | 1.88% | +32,515+66.8% | Added |
| Cordatus Wealth Management LLC | 81,161 | $7.94M | 1.95% | +130+0.2% | Added |
| Asset Dedication, LLC | 81,133 | $7.93M | 0.58% | −1,695−2.0% | Reduced |
| Kavar Capital Partners Group, LLC | 81,083 | $7.93M | 1.14% | −406−0.5% | Reduced |
| Financial & Tax Architects, LLC | 81,036 | $7.92M | 1.92% | +726+0.9% | Added |
| William Allan, LLC | 80,770 | $7.90M | 4.60% | −1,518−1.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 80,661 | $7.89M | 1.94% | −550−0.7% | Reduced |
| Sienna Gestion | 88,339 | $7.89M | 0.54% | +8,782+11.0% | Added |
| Fort Washington Investment Advisors Inc | 80,504 | $7.87M | 0.05% | +1,824+2.3% | Added |
| Evercore Wealth Management, LLC | 80,397 | $7.86M | 0.12% | +100.0% | Added |
| Ostrum Asset Management | 80,379 | $7.86M | 0.37% | +681+0.9% | Added |
| Little House Capital LLC | 80,332 | $7.85M | 1.97% | −4,349−5.1% | Reduced |
| Ar Asset Management Inc | 80,300 | $7.85M | 1.75% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 80,206 | $7.84M | 1.39% | +80,206 | New |
| Foster & Motley Inc | 79,825 | $7.80M | 0.45% | −3,062−3.7% | Reduced |
| Quest Investment Management LLC | 79,740 | $7.80M | 0.86% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 79,708 | $7.79M | 1.04% | −159,696−66.7% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 93,500 | $7.79M | 1.08% | +23,500+33.6% | Added |
| Covington Investment Advisors Inc. | 79,522 | $7.78M | 1.11% | −4,895−5.8% | Reduced |
| Old National Bancorp | 79,256 | $7.75M | 0.14% | +439+0.6% | Added |
| BBR Partners, LLC | 78,883 | $7.71M | 0.48% | −81−0.1% | Reduced |
| International Assets Investment Management, LLC | 78,767 | $7.70M | 0.62% | −2,873−3.5% | Reduced |
| Arete Wealth Advisors, LLC | 78,622 | $7.69M | 0.55% | +10,596+15.6% | Added |
| Legacy Wealth Management, LLC | 78,429 | $7.67M | 2.33% | −1,747−2.2% | Reduced |
| Millennium Capital Advisors, LLC | 78,073 | $7.63M | 5.09% | −1,973−2.5% | Reduced |
| NovaPoint Capital, LLC | 77,643 | $7.59M | 2.33% | +664+0.9% | Added |
| Johnson Financial Group, Inc. | 77,562 | $7.58M | 0.34% | −1,521−1.9% | Reduced |
| Plimoth Trust Co LLC | 77,458 | $7.57M | 1.82% | −89−0.1% | Reduced |
| Frank, Rimerman Advisors LLC | 77,376 | $7.57M | 0.51% | +17,299+28.8% | Added |
| Windward Capital Management Co | 77,210 | $7.55M | 0.64% | −1,939−2.4% | Reduced |
| Anchor Investment Management, LLC | 76,995 | $7.53M | 0.66% | −4,703−5.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 76,672 | $7.50M | 0.79% | +76,672 | New |
| Signal Advisors Wealth, LLC | 76,658 | $7.50M | 0.59% | +2,736+3.7% | Added |
| EverSource Wealth Advisors, LLC | 76,579 | $7.49M | 0.34% | +1,556+2.1% | Added |
| Iyo Bank, Ltd. | 76,572 | $7.49M | 3.03% | −51,048−40.0% | Reduced |
| Somerset Trust Co | 76,545 | $7.48M | 2.44% | −1,713−2.2% | Reduced |
| Spinnaker Trust | 76,455 | $7.48M | 0.45% | +388+0.5% | Added |
| Headinvest, LLC | 76,385 | $7.47M | 1.59% | −21,986−22.4% | Reduced |
| Estabrook Capital Management | 76,297 | $7.46M | 1.15% | −1,194−1.5% | Reduced |
| Bank of Hawaii | 76,201 | $7.45M | 0.39% | +5,472+7.7% | Added |
| Hourglass Capital, LLC | 76,093 | $7.44M | 1.84% | −1,350−1.7% | Reduced |
| Jacobs & Co | 75,970 | $7.43M | 0.74% | −1,971−2.5% | Reduced |
| Capital City Trust Co | 75,799 | $7.41M | 1.92% | −206−0.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 75,770 | $7.41M | 0.26% | −5,686−7.0% | Reduced |
| Legacy CG, LLC | 75,554 | $7.39M | 2.20% | −8,011−9.6% | Reduced |
| Smith, Salley & Associates | 75,382 | $7.37M | 0.43% | +5,399+7.7% | Added |
| Gamco Investors, Inc. Et Al | 75,057 | $7.34M | 0.07% | +7,817+11.6% | Added |
| Confluence Wealth Services, Inc. | 74,959 | $7.33M | 0.40% | −1,406−1.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 74,797 | $7.31M | 0.02% | −31,515−29.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 74,577 | $7.29M | 0.62% | +2,402+3.3% | Added |
| Twin Capital Management Inc | 74,410 | $7.28M | 0.77% | +1,332+1.8% | Added |
| Knights of Columbus Asset Advisors LLC | 74,340 | $7.27M | 0.44% | +19,154+34.7% | Added |
| Graypoint LLC | 74,319 | $7.27M | 0.41% | +1,724+2.4% | Added |
| West Branch Capital LLC | 74,209 | $7.26M | 2.15% | +970+1.3% | Added |
| Heritage Wealth Management, Inc. | 74,003 | $7.24M | 2.34% | −2,646−3.5% | Reduced |
| Berkshire Bank | 73,992 | $7.23M | 1.65% | +1,061+1.5% | Added |
| William B. Walkup & Associates, Inc. | 73,839 | $7.22M | 4.25% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 73,828 | $7.22M | 1.00% | −101−0.1% | Reduced |
| DLK Investment Management, LLC | 73,790 | $7.22M | 2.73% | +478+0.7% | Added |
| NJ State Employees Deferred Compensation Plan | 73,600 | $7.20M | 0.85% | −4,700−6.0% | Reduced |
| CX Institutional | 73,444 | $7.18M | 0.25% | −1,207−1.6% | Reduced |
| Forum Financial Management, LP | 73,414 | $7.18M | 0.11% | −656−0.9% | Reduced |
| Stonebrook Private Inc. | 73,266 | $7.16M | 1.68% | +784+1.1% | Added |
| Syon Capital LLC | 73,160 | $7.15M | 0.47% | +1,349+1.9% | Added |
| Keel Point, LLC | 73,030 | $7.14M | 0.47% | +2,682+3.8% | Added |
| M&G Plc | 72,836 | $7.14M | 0.04% | +84+0.1% | Added |
| Rehmann Capital Advisory Group | 72,993 | $7.14M | 0.43% | −1,320−1.8% | Reduced |
| StoneX Group Inc. | 72,501 | $7.09M | 0.34% | +456+0.6% | Added |
| GKV Capital Management Co., Inc. | 72,266 | $7.07M | 3.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 72,185 | $7.06M | 0.16% | +943+1.3% | Added |
| Radnor Capital Management, LLC | 72,093 | $7.05M | 1.12% | +847+1.2% | Added |
| Sitrin Capital Management LLC | 72,016 | $7.04M | 3.59% | −7,107−9.0% | Reduced |
| Mitchell Capital Management Co | 73,676 | $7.00M | 1.31% | −5,669−7.1% | Reduced |
| Novem Group | 71,429 | $6.98M | 0.89% | −1,253−1.7% | Reduced |
| Silvant Capital Management LLC | 71,257 | $6.97M | 0.26% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 70,874 | $6.93M | 0.89% | +4,214+6.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 70,798 | $6.92M | 3.25% | +3,775+5.6% | Added |
| Courier Capital LLC | 70,791 | $6.92M | 0.42% | −8,607−10.8% | Reduced |
| Mechanics Bank Trust Department | 70,579 | $6.90M | 0.99% | −21,273−23.2% | Reduced |
| SlateStone Wealth, LLC | 70,568 | $6.90M | 0.65% | −1,760−2.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 70,240 | $6.87M | 0.99% | +294+0.4% | Added |
| Sentry LLC | 70,199 | $6.86M | 1.37% | +10.0% | Added |
| Paradigm Financial Partners, LLC | 70,181 | $6.86M | 0.74% | −645−0.9% | Reduced |
| WealthPLAN Partners, LLC | 70,101 | $6.85M | 1.10% | −22,880−24.6% | Reduced |