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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 70,076 | $6.85M | 0.56% | +27,123+63.1% | Added |
| Diversify Wealth Management, LLC | 66,105 | $6.85M | 0.42% | +2,787+4.4% | Added |
| NWF Advisory Services Inc. | 70,015 | $6.85M | 0.82% | +1,591+2.3% | Added |
| Alerus Financial NA | 69,831 | $6.83M | 0.49% | −767−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 69,653 | $6.81M | 0.08% | +904+1.3% | Added |
| Moloney Securities Asset Management, LLC | 69,617 | $6.81M | 0.84% | −677−1.0% | Reduced |
| Integrated Advisors Network LLC | 69,477 | $6.79M | 0.31% | +5,232+8.1% | Added |
| Kesler, Norman & Wride, LLC | 69,056 | $6.75M | 1.20% | +47,192+215.8% | Added |
| Bright Rock Capital Management, LLC | 69,000 | $6.75M | 1.37% | −30,000−30.3% | Reduced |
| AMG National Trust Bank | 68,889 | $6.74M | 0.18% | +1,631+2.4% | Added |
| LaFleur & Godfrey LLC | 68,792 | $6.73M | 0.84% | −243−0.4% | Reduced |
| Northcape Wealth Management, LLC | 68,549 | $6.70M | 2.05% | −1,765−2.5% | Reduced |
| CWA Asset Management Group, LLC | 68,014 | $6.65M | 0.28% | +4,357+6.8% | Added |
| HBK Sorce Advisory LLC | 67,902 | $6.64M | 0.18% | +1,696+2.6% | Added |
| Capital Asset Advisory Services LLC | 67,574 | $6.64M | 0.31% | −564−0.8% | Reduced |
| TCW Group Inc | 67,865 | $6.64M | 0.05% | −87,824−56.4% | Reduced |
| Modern Wealth Management, LLC | 67,782 | $6.63M | 0.16% | +5,580+9.0% | Added |
| AIA Group Ltd | 67,736 | $6.62M | 0.14% | −9,041−11.8% | Reduced |
| Western Wealth Management, LLC | 67,652 | $6.62M | 0.39% | +4,878+7.8% | Added |
| Capital Planning Advisors, LLC | 67,625 | $6.61M | 0.97% | +943+1.4% | Added |
| Signet Investment Advisory Group, Inc. | 67,610 | $6.61M | 3.39% | −11,978−15.1% | Reduced |
| Aaron Wealth Advisors | 67,479 | $6.60M | 0.67% | +1,235+1.9% | Added |
| Cornerstone Wealth Group, LLC | 67,438 | $6.59M | 0.49% | +2,604+4.0% | Added |
| Stonebridge Financial Group, LLC | 67,383 | $6.59M | 0.64% | −2,530−3.6% | Reduced |
| 180 Wealth Advisors, LLC | 67,258 | $6.58M | 0.92% | −1,403−2.0% | Reduced |
| Conning Inc. | 66,737 | $6.53M | 0.22% | −865−1.3% | Reduced |
| Equitable Trust Co | 66,712 | $6.52M | 0.32% | −300−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 66,579 | $6.51M | 0.43% | +10,507+18.7% | Added |
| Stablepoint Partners, LLC | 66,442 | $6.50M | 1.11% | +906+1.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 66,380 | $6.49M | 0.84% | +7,503+12.7% | Added |
| 1st Source Bank | 66,273 | $6.48M | 0.36% | +724+1.1% | Added |
| Wedmont Private Capital | 66,786 | $6.47M | 0.28% | +3,245+5.1% | Added |
| Meiji Yasuda Life Insurance Co | 66,055 | $6.46M | 0.19% | −201,953−75.4% | Reduced |
| Rossmore Private Capital | 66,014 | $6.45M | 0.75% | +398+0.6% | Added |
| Nations Financial Group Inc, | 65,973 | $6.45M | 0.44% | +473+0.7% | Added |
| Appleton Partners Inc | 65,824 | $6.44M | 0.46% | −2,723−4.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 65,729 | $6.43M | 1.06% | −903−1.4% | Reduced |
| Herold Advisors, Inc. | 65,651 | $6.42M | 1.35% | −7,247−9.9% | Reduced |
| Gifford Fong Associates | 65,550 | $6.41M | 1.48% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 65,471 | $6.40M | 0.24% | +3,577+5.8% | Added |
| Roman Butler Fullerton & Co | 65,647 | $6.40M | 1.89% | +5,410+9.0% | Added |
| Woodmont Investment Counsel LLC | 65,401 | $6.39M | 0.42% | −980−1.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 65,233 | $6.38M | 0.12% | +699+1.1% | Added |
| Citizens National Bank Trust Department | 65,002 | $6.36M | 1.27% | −125−0.2% | Reduced |
| R.H. Investment Group, LLC | 64,794 | $6.34M | 5.81% | −2,130−3.2% | Reduced |
| Diversified Investment Strategies, LLC | 64,730 | $6.33M | 4.28% | −910−1.4% | Reduced |
| Moody National Bank Trust Division | 64,672 | $6.32M | 0.58% | +1,708+2.7% | Added |
| Jackson Hole Capital Partners, LLC | 64,584 | $6.32M | 1.16% | +371+0.6% | Added |
| Continuum Advisory, LLC | 64,550 | $6.31M | 0.76% | −250.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 64,512 | $6.31M | 0.72% | −939−1.4% | Reduced |
| Talon Private Wealth, LLC | 64,366 | $6.29M | 0.87% | +1,037+1.6% | Added |
| Flagship Harbor Advisors, LLC | 64,340 | $6.29M | 0.30% | −447−0.7% | Reduced |
| Capital Advisors Inc | 64,223 | $6.28M | 0.11% | −583−0.9% | Reduced |
| Parkside Financial Bank & Trust | 64,170 | $6.27M | 0.68% | +6,587+11.4% | Added |
| Plancorp, LLC | 64,079 | $6.27M | 0.22% | +3,765+6.2% | Added |
| Ingalls & Snyder LLC | 64,068 | $6.26M | 0.22% | −228−0.4% | Reduced |
| Westfield Capital Management Co LP | 64,066 | $6.26M | 0.03% | −5,900−8.4% | Reduced |
| Tower Bridge Advisors | 63,925 | $6.25M | 0.67% | −3,945−5.8% | Reduced |
| Ocean Capital Management, LLC | 63,603 | $6.22M | 1.37% | −473−0.7% | Reduced |
| High Note Wealth, LLC | 63,456 | $6.20M | 1.42% | +437+0.7% | Added |
| Meridian Wealth Advisors, LLC | 63,434 | $6.20M | 0.98% | −12,052−16.0% | Reduced |
| Regal Investment Advisors LLC | 63,405 | $6.20M | 0.46% | +1,368+2.2% | Added |
| Valmark Advisers, Inc. | 63,245 | $6.18M | 0.09% | +84+0.1% | Added |
| Beck Bode, LLC | 63,126 | $6.17M | 1.04% | −2,945−4.5% | Reduced |
| First National Bank of Omaha | 62,914 | $6.15M | 0.40% | −2,732−4.2% | Reduced |
| L & S Advisors Inc | 62,884 | $6.15M | 0.61% | +11,986+23.5% | Added |
| Blue Fin Capital, Inc. | 62,881 | $6.15M | 1.05% | −841−1.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 62,842 | $6.14M | 0.35% | 00.0% | Unchanged |
| Slow Capital, Inc. | 62,692 | $6.13M | 0.75% | −3,171−4.8% | Reduced |
| Robbins Farley LLC | 62,647 | $6.13M | 2.85% | +564+0.9% | Added |
| Ameritas Advisory Services, LLC | 62,346 | $6.10M | 0.32% | −40,400−39.3% | Reduced |
| Summit X, LLC | 62,248 | $6.09M | 1.13% | +30,983+99.1% | Added |
| Beck Capital Management, LLC | 62,152 | $6.08M | 1.52% | −29,042−31.8% | Reduced |
| Bridge Creek Capital Management LLC | 62,136 | $6.08M | 1.78% | −105−0.2% | Reduced |
| Hudson Capital Management LLC | 62,020 | $6.06M | 1.72% | −451−0.7% | Reduced |
| Telos Capital Management, Inc. | 61,707 | $6.03M | 0.61% | −2,239−3.5% | Reduced |
| First National Advisers, LLC | 61,691 | $6.03M | 0.88% | +302+0.5% | Added |
| Hall Capital Management Co Inc | 61,595 | $6.02M | 2.54% | +234+0.4% | Added |
| Councilmark Asset Management, LLC | 61,485 | $6.01M | 3.81% | −635−1.0% | Reduced |
| Guardian Wealth Advisors, LLC | 61,428 | $6.01M | 0.42% | +3,824+6.6% | Added |
| Kanawha Capital Management LLC | 61,387 | $6.00M | 0.45% | +1,257+2.1% | Added |
| Abn Amro Investment Solutions | 61,335 | $6.00M | 0.12% | −3,412−5.3% | Reduced |
| Saranac Partners Ltd | 61,315 | $6.00M | 3.18% | −6,020−8.9% | Reduced |
| Gryphon Financial Partners LLC | 61,256 | $5.99M | 0.78% | +6,169+11.2% | Added |
| Peninsula Asset Management Inc | 61,237 | $5.99M | 3.16% | −175−0.3% | Reduced |
| DSG Capital Advisors, LLC | 61,067 | $5.97M | 1.06% | +632+1.0% | Added |
| Claret Asset Management Corp | 61,035 | $5.97M | 0.77% | −3,488−5.4% | Reduced |
| Byrne Financial Freedom, LLC | 61,030 | $5.97M | 2.98% | +1,440+2.4% | Added |
| SPC Financial, Inc. | 60,829 | $5.95M | 0.50% | −543−0.9% | Reduced |
| Krilogy Financial LLC | 60,602 | $5.93M | 0.34% | +1,527+2.6% | Added |
| Family Legacy, Inc. | 60,529 | $5.92M | 1.92% | −3,637−5.7% | Reduced |
| KG&L Capital Management,LLC | 60,450 | $5.91M | 1.74% | +2,727+4.7% | Added |
| Weiss Asset Management LP | 60,423 | $5.91M | 0.09% | +60,423 | New |
| Trust Point Inc. | 60,344 | $5.90M | 0.56% | +6,789+12.7% | Added |
| Harbour Investments, Inc. | 60,152 | $5.88M | 0.15% | +408+0.7% | Added |
| EFG Asset Management (Americas) Corp. | 60,124 | $5.88M | 1.08% | −4,715−7.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $5.87M | 1.25% | 00.0% | Unchanged |
| Fortress Investment Group LLC | 60,000 | $5.87M | 0.83% | +60,000 | New |
| B & T Capital Management DBA Alpha Capital Management | 59,990 | $5.87M | 1.01% | −1,234−2.0% | Reduced |
| Hutner Capital Management Inc | 59,899 | $5.86M | 2.66% | −3,382−5.3% | Reduced |