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 |
|---|---|---|---|---|---|
| Foyston, Gordon, & Payne Inc | 59,850 | $5.85M | 1.33% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 59,767 | $5.84M | 1.39% | −1,653−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 59,695 | $5.84M | 0.41% | +1,301+2.2% | Added |
| Greenline Partners, LLC | 59,673 | $5.83M | 0.79% | +690+1.2% | Added |
| Good Life Advisors, LLC | 59,655 | $5.83M | 0.36% | −520−0.9% | Reduced |
| Flputnam Investment Management Co | 59,551 | $5.82M | 0.10% | −514−0.9% | Reduced |
| Kathmere Capital Management, LLC | 59,209 | $5.79M | 0.45% | +4,447+8.1% | Added |
| Pinkerton Retirement Specialists, LLC | 59,109 | $5.78M | 0.69% | −1,771−2.9% | Reduced |
| Convergence Investment Partners, LLC | 59,092 | $5.78M | 1.46% | −14,816−20.0% | Reduced |
| NorthRock Partners, LLC | 58,994 | $5.77M | 0.15% | −6,545−10.0% | Reduced |
| Columbus Macro, LLC | 58,904 | $5.76M | 0.71% | −9,426−13.8% | Reduced |
| Palisade Asset Management, LLC | 58,662 | $5.74M | 0.57% | −335−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 58,610 | $5.73M | 0.34% | −928−1.6% | Reduced |
| Berry Wealth Group, LP | 58,524 | $5.72M | 4.00% | +36+0.1% | Added |
| Kingsman Wealth Management, Inc. | 58,375 | $5.71M | 3.56% | +1,792+3.2% | Added |
| Creekmur Asset Management LLC | 58,316 | $5.70M | 1.01% | +23,879+69.3% | Added |
| Nvest Financial, LLC | 58,216 | $5.69M | 2.96% | +483+0.8% | Added |
| Oak Family Advisors, LLC | 57,920 | $5.66M | 2.05% | −17,574−23.3% | Reduced |
| Smith, Moore & Co. | 57,895 | $5.66M | 0.48% | −2,806−4.6% | Reduced |
| Citizens Business Bank | 57,837 | $5.66M | 1.10% | +419+0.7% | Added |
| MV Capital Management, Inc. | 57,781 | $5.65M | 0.58% | −1,336−2.3% | Reduced |
| Snider Financial Group | 57,761 | $5.65M | 1.63% | −42−0.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 57,686 | $5.64M | 2.02% | +340+0.6% | Added |
| Trifecta Capital Advisors, LLC | 57,619 | $5.63M | 0.94% | +4,680+8.8% | Added |
| BFSG, LLC | 57,427 | $5.62M | 0.63% | −1,423−2.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 57,370 | $5.61M | 1.78% | −2,627−4.4% | Reduced |
| Hengehold Capital Management LLC | 57,338 | $5.61M | 0.51% | −2,690−4.5% | Reduced |
| Vectors Research Management, LLC | 57,230 | $5.60M | 1.92% | −12,406−17.8% | Reduced |
| FourThought Financial Partners, LLC | 57,007 | $5.57M | 0.55% | −662−1.1% | Reduced |
| Crestwood Advisors Group LLC | 56,856 | $5.56M | 0.10% | +1,882+3.4% | Added |
| Fairvoy Private Wealth, LLC | 56,675 | $5.54M | 1.38% | +806+1.4% | Added |
| Bensler, LLC | 56,608 | $5.54M | 0.62% | −226−0.4% | Reduced |
| AMJ Financial Wealth Management | 56,377 | $5.51M | 1.40% | +1,958+3.6% | Added |
| Bowen Hanes & Co Inc | 56,240 | $5.50M | 0.14% | 00.0% | Unchanged |
| Broad Peak Investment Advisers Pte Ltd | 56,200 | $5.50M | 1.71% | +56,200 | New |
| Gilder Gagnon Howe & Co LLC | 56,190 | $5.49M | 0.06% | −10,236−15.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 56,176 | $5.49M | 0.89% | +5,125+10.0% | Added |
| Greenwood Capital Associates LLC | 56,164 | $5.49M | 0.68% | −2,050−3.5% | Reduced |
| Weatherly Asset Management L. P. | 56,140 | $5.49M | 0.47% | +3,696+7.0% | Added |
| Mirae Asset Securities (USA) Inc. | 56,045 | $5.48M | 0.24% | −94,348−62.7% | Reduced |
| Liberty One Investment Management, LLC | 56,019 | $5.48M | 0.55% | −7,594−11.9% | Reduced |
| Coastline Trust Co | 55,506 | $5.43M | 0.62% | −247−0.4% | Reduced |
| Chicago Partners Investment Group LLC | 56,512 | $5.41M | 0.16% | +5,076+9.9% | Added |
| Westmount Partners, LLC | 55,097 | $5.39M | 1.48% | +200.0% | Added |
| Insigneo Advisory Services, LLC | 55,088 | $5.39M | 0.46% | +2,002+3.8% | Added |
| Hixon Zuercher, LLC | 55,083 | $5.39M | 1.74% | −92−0.2% | Reduced |
| Financial Advisory Partners, LLC | 54,891 | $5.37M | 1.69% | −2,440−4.3% | Reduced |
| Hollow Brook Wealth Management LLC | 54,886 | $5.37M | 1.57% | −354−0.6% | Reduced |
| Monument Capital Management | 54,859 | $5.36M | 1.40% | −145−0.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 54,721 | $5.35M | 0.06% | −11,192−17.0% | Reduced |
| Riverview Capital Advisers, LLC | 54,663 | $5.34M | 1.53% | −324−0.6% | Reduced |
| WealthShield Partners, LLC | 54,642 | $5.34M | 0.65% | −44,318−44.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 54,506 | $5.33M | 0.18% | +1,382+2.6% | Added |
| Cobler Capital Management, LLC | 54,540 | $5.32M | 6.20% | +54,540 | New |
| Kampmann Melissa S. | 54,384 | $5.32M | 3.99% | −2,405−4.2% | Reduced |
| HORAN Wealth, LLC | 54,229 | $5.30M | 1.62% | +54,229 | New |
| SummitTX Capital, L.P. | 54,213 | $5.30M | 0.23% | +41,309+320.1% | Added |
| Pines Wealth Management, LLC | 53,876 | $5.30M | 1.87% | +763+1.4% | Added |
| Belpointe Asset Management LLC | 54,011 | $5.28M | 0.22% | +9,498+21.3% | Added |
| Resources Management Corp | 54,000 | $5.28M | 0.72% | +112+0.2% | Added |
| Meridian Investment Counsel Inc. | 53,798 | $5.26M | 1.43% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 53,715 | $5.25M | 1.42% | +1,244+2.4% | Added |
| Mission Wealth Management, LP | 53,696 | $5.25M | 0.11% | +211+0.4% | Added |
| Aries Wealth Management | 53,621 | $5.24M | 1.37% | −1,834−3.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 53,540 | $5.24M | 1.72% | −3,055−5.4% | Reduced |
| Nebula Research & Development LLC | 53,518 | $5.23M | 0.45% | +7,420+16.1% | Added |
| Accuvest Global Advisors | 53,335 | $5.21M | 3.39% | +7,063+15.3% | Added |
| Delta Financial Advisors LLC | 53,286 | $5.21M | 1.83% | −797−1.5% | Reduced |
| Fulton Bank, N.A. | 53,270 | $5.21M | 0.19% | −2,659−4.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 53,204 | $5.20M | 0.97% | +133+0.3% | Added |
| Gsa Capital Partners LLP | 53,082 | $5.19M | 0.36% | +19,193+56.6% | Added |
| IPG Investment Advisors LLC | 53,043 | $5.19M | 1.01% | −3,497−6.2% | Reduced |
| Mendel Capital Management LLC | 53,003 | $5.18M | 2.95% | −268−0.5% | Reduced |
| Capstone Triton Financial Group, LLC | 52,970 | $5.18M | 3.76% | +52,970 | New |
| Jaffetilchin Investment Partners, LLC | 52,961 | $5.18M | 0.34% | +13,039+32.7% | Added |
| Altshuler Shaham Ltd | 52,813 | $5.16M | 0.16% | +43,502+467.2% | Added |
| JT Stratford LLC | 52,777 | $5.16M | 0.78% | +235+0.4% | Added |
| Independence Bank of Kentucky | 52,776 | $5.16M | 0.73% | +720+1.4% | Added |
| Lincluden Management Ltd | 52,685 | $5.15M | 0.57% | −320−0.6% | Reduced |
| Northstar Group, Inc. | 52,612 | $5.14M | 0.79% | −201−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 52,554 | $5.14M | 0.46% | +564+1.1% | Added |
| Occudo Quantitative Strategies LP | 52,538 | $5.14M | 0.58% | −29,661−36.1% | Reduced |
| Savvy Advisors, Inc. | 52,490 | $5.13M | 0.34% | +12,692+31.9% | Added |
| Private Trust Co NA | 52,433 | $5.13M | 0.49% | +2,084+4.1% | Added |
| CFM Wealth Partners LLC | 52,311 | $5.11M | 0.81% | +1,929+3.8% | Added |
| Avestar Capital, LLC | 52,290 | $5.11M | 0.37% | +5,295+11.3% | Added |
| Advyzon Investment Management, LLC | 52,250 | $5.11M | 1.13% | +34,321+191.4% | Added |
| Harvest Fund Management Co., Ltd | 56,458 | $5.11M | 0.24% | +310+0.6% | Added |
| ROI Financial Advisors, LLC | 52,193 | $5.10M | 3.24% | +3,999+8.3% | Added |
| Hoey Investments, Inc | 52,154 | $5.10M | 0.76% | −8,416−13.9% | Reduced |
| Kercheville Advisors, LLC | 52,139 | $5.10M | 1.76% | +3,582+7.4% | Added |
| Qtron Investments LLC | 52,068 | $5.09M | 0.65% | 00.0% | Unchanged |
| Successful Portfolios LLC | 52,037 | $5.09M | 3.13% | −104−0.2% | Reduced |
| Lighthouse Investment Partners, LLC | 51,987 | $5.08M | 0.22% | −304,726−85.4% | Reduced |
| Capital Investment Advisory Services, LLC | 51,968 | $5.08M | 0.42% | −284−0.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 51,905 | $5.08M | 1.08% | +8,699+20.1% | Added |
| Means Investment Co., Inc. | 51,899 | $5.07M | 0.48% | +33+0.1% | Added |
| Y.D. More Investments Ltd | 51,589 | $5.04M | 0.35% | −5,345−9.4% | Reduced |
| J. W. Coons Advisors, LLC | 51,583 | $5.04M | 1.14% | +190+0.4% | Added |
| Helen Stephens Group, LLC | 51,470 | $5.03M | 1.25% | +33,543+187.1% | Added |