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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 51,299 | $5.02M | 0.35% | −93−0.2% | Reduced |
| Waldron Private Wealth LLC | 51,174 | $5.00M | 0.22% | −434−0.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 51,131 | $5.00M | 1.04% | +830+1.7% | Added |
| Easterly Investment Partners LLC | 51,110 | $5.00M | 0.36% | −7,988−13.5% | Reduced |
| Cohen Klingenstein LLC | 51,000 | $4.99M | 0.17% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 50,963 | $4.98M | 0.19% | +3,380+7.1% | Added |
| Pure Financial Advisors, Inc. | 50,959 | $4.98M | 0.09% | +12,991+34.2% | Added |
| Huntleigh Advisors, Inc. | 50,944 | $4.98M | 0.96% | −43−0.1% | Reduced |
| Ibex Wealth Advisors | 50,904 | $4.98M | 0.53% | +50,904 | New |
| Quadcap Wealth Management, LLC | 50,870 | $4.97M | 0.63% | +80+0.2% | Added |
| Permanens Capital L.P. | 50,851 | $4.97M | 0.68% | +5,826+12.9% | Added |
| Brooks, Moore & Associates, Inc. | 50,707 | $4.97M | 2.68% | +400+0.8% | Added |
| Trivant Custom Portfolio Group, LLC | 50,711 | $4.96M | 2.72% | −1,370−2.6% | Reduced |
| Alps Advisors Inc | 50,700 | $4.96M | 0.03% | −3,242−6.0% | Reduced |
| Finivi Inc. | 50,689 | $4.96M | 3.36% | +685+1.4% | Added |
| Essex Financial Services, Inc. | 50,448 | $4.93M | 0.32% | +2,169+4.5% | Added |
| Naples Global Advisors, LLC | 50,442 | $4.93M | 0.42% | +2,437+5.1% | Added |
| Xcel Wealth Management, LLC | 50,430 | $4.93M | 1.40% | −2,308−4.4% | Reduced |
| Financial Security Advisor, Inc. | 50,170 | $4.91M | 1.13% | +478+1.0% | Added |
| Broadwater Capital Management LLC | 4,905,329 | $4.91M | 3.81% | +4,852,962+9,267.2% | Added |
| Univest Financial Corp | 50,074 | $4.90M | 0.29% | +1,564+3.2% | Added |
| Westover Capital Advisors, LLC | 50,062 | $4.90M | 0.98% | +252+0.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 50,032 | $4.89M | 2.13% | −1,443−2.8% | Reduced |
| Sarasin & Partners LLP | 50,023 | $4.89M | 0.05% | −10,000−16.7% | Reduced |
| Weaver Capital Management LLC | 49,784 | $4.87M | 1.20% | −579−1.1% | Reduced |
| Evergreen Capital Management LLC | 49,770 | $4.87M | 0.15% | +4,400+9.7% | Added |
| MainStreet Investment Advisors LLC | 49,739 | $4.86M | 0.67% | −434−0.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 49,723 | $4.86M | 0.93% | +1,058+2.2% | Added |
| Larson Financial Group LLC | 49,705 | $4.86M | 0.20% | +4,677+10.4% | Added |
| Farmers Trust Co | 49,665 | $4.86M | 0.91% | −17,372−25.9% | Reduced |
| Shepherd Financial Partners LLC | 49,552 | $4.85M | 0.51% | −554−1.1% | Reduced |
| Ledyard National Bank | 49,467 | $4.84M | 0.46% | +232+0.5% | Added |
| Pacifica Partners Inc. | 49,697 | $4.83M | 1.96% | −2,316−4.5% | Reduced |
| Smartleaf Asset Management LLC | 49,608 | $4.83M | 0.43% | −4,913−9.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 49,341 | $4.82M | 0.26% | −2,115−4.1% | Reduced |
| CFS Investment Advisory Services, LLC | 49,147 | $4.81M | 0.39% | −433−0.9% | Reduced |
| Mather Group, LLC. | 49,145 | $4.81M | 0.05% | −1,248−2.5% | Reduced |
| Finer Wealth Management, Inc. | 48,904 | $4.78M | 2.56% | +675+1.4% | Added |
| Benedict Financial Advisors Inc | 48,796 | $4.77M | 1.08% | −1,326−2.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 48,774 | $4.77M | 0.38% | −728−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 48,702 | $4.76M | 0.15% | −797−1.6% | Reduced |
| Rahlfs Capital, LLC | 48,665 | $4.76M | 4.36% | −11,404−19.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 48,654 | $4.76M | 1.49% | −994−2.0% | Reduced |
| Delos Wealth Advisors, LLC | 48,649 | $4.76M | 3.71% | −3,106−6.0% | Reduced |
| Fidelis Capital Partners, LLC | 45,963 | $4.75M | 0.43% | +4,764+11.6% | Added |
| Owen LaRue, LLC | 48,565 | $4.75M | 2.02% | +5,204+12.0% | Added |
| Exeter Financial, LLC | 48,556 | $4.75M | 2.11% | −14,177−22.6% | Reduced |
| David Loasby | 48,167 | $4.74M | 0.40% | +584+1.2% | Added |
| Summit Asset Management, LLC | 48,489 | $4.74M | 0.77% | −458−0.9% | Reduced |
| Miller Investment Management, LP | 48,450 | $4.74M | 0.50% | 00.0% | Unchanged |
| Skye Global Management LP | 48,400 | $4.73M | 0.10% | +48,400 | New |
| Garrett Investment Advisors LLC | 48,332 | $4.73M | 0.42% | +293+0.6% | Added |
| Duncker Streett & Co Inc | 48,223 | $4.72M | 0.86% | −774−1.6% | Reduced |
| SeaBridge Investment Advisors LLC | 48,046 | $4.70M | 0.87% | −11,379−19.1% | Reduced |
| Thomasville National Bank | 48,019 | $4.70M | 0.32% | −3,731−7.2% | Reduced |
| Brendel Financial Advisors LLC | 48,018 | $4.70M | 2.63% | +140.0% | Added |
| Welch Group, LLC | 47,970 | $4.69M | 0.20% | +836+1.8% | Added |
| Sterling Investment Advisors, Ltd. | 47,969 | $4.69M | 1.03% | −892−1.8% | Reduced |
| Golden State Equity Partners | 47,907 | $4.68M | 0.87% | +686+1.5% | Added |
| Madden Securities Corp | 47,892 | $4.68M | 1.57% | −204−0.4% | Reduced |
| Vickerman Investment Advisors, Inc. | 47,845 | $4.68M | 1.01% | +3,396+7.6% | Added |
| SeaCrest Wealth Management, LLC | 47,724 | $4.67M | 0.51% | −3,038−6.0% | Reduced |
| Spears Abacus Advisors LLC | 47,677 | $4.66M | 0.09% | −18,694−28.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 47,608 | $4.66M | 0.38% | −2,753−5.5% | Reduced |
| Essex Savings Bank | 47,536 | $4.65M | 1.11% | −1,113−2.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 47,480 | $4.64M | 0.27% | −204−0.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 47,453 | $4.64M | 0.87% | −2,225−4.5% | Reduced |
| AIMZ Investment Advisors, LLC | 47,357 | $4.63M | 1.55% | −1,771−3.6% | Reduced |
| Peddock Capital Advisors, LLC | 47,295 | $4.62M | 1.07% | −1,311−2.7% | Reduced |
| Stratos Wealth Advisors, LLC | 47,241 | $4.62M | 0.24% | −2,417−4.9% | Reduced |
| Peterson Wealth Management | 47,230 | $4.62M | 2.74% | −3,077−6.1% | Reduced |
| Arvest Investments, Inc. | 47,213 | $4.62M | 0.69% | +1,757+3.9% | Added |
| Lee Johnson Capital Management, LLC | 47,213 | $4.62M | 1.59% | −2,085−4.2% | Reduced |
| Harvey Capital Management Inc | 46,950 | $4.61M | 1.08% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 46,803 | $4.60M | 1.55% | −1,604−3.3% | Reduced |
| Aspen Investment Management Inc | 46,893 | $4.58M | 1.93% | −609−1.3% | Reduced |
| SageView Advisory Group, LLC | 46,761 | $4.56M | 0.17% | +1,070+2.3% | Added |
| Security National Bank of So Dak | 46,540 | $4.55M | 2.48% | −707−1.5% | Reduced |
| Consolidated Portfolio Review Corp | 46,442 | $4.54M | 0.63% | +2,698+6.2% | Added |
| Cozad Asset Management Inc | 46,386 | $4.54M | 0.40% | +930+2.0% | Added |
| Profund Advisors LLC | 46,370 | $4.53M | 0.16% | −1,938−4.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 46,323 | $4.53M | 0.74% | +116+0.3% | Added |
| Northwest & Ethical Investments L.P. | 46,183 | $4.51M | 0.11% | −15,910−25.6% | Reduced |
| Arlington Partners LLC | 46,010 | $4.50M | 1.66% | +3,525+8.3% | Added |
| Burke & Herbert Bank & Trust Co | 46,001 | $4.50M | 1.01% | +205+0.4% | Added |
| Money Concepts Capital Corp | 45,993 | $4.50M | 0.30% | +4,510+10.9% | Added |
| Wealth Group, Ltd. | 45,857 | $4.48M | 4.45% | −5,805−11.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 45,792 | $4.48M | 1.25% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 45,734 | $4.47M | 0.47% | +178+0.4% | Added |
| Parkside Investments, LLC | 45,709 | $4.47M | 0.61% | −580−1.3% | Reduced |
| E Fund Management Co., Ltd. | 45,635 | $4.46M | 0.21% | −11,598−20.3% | Reduced |
| Octavia Wealth Advisors, LLC | 45,630 | $4.46M | 0.51% | −1,603−3.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,727 | $4.45M | 2.49% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 45,301 | $4.43M | 1.66% | +511+1.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 45,300 | $4.43M | 2.96% | −373−0.8% | Reduced |
| Intrust Bank NA | 45,300 | $4.43M | 0.39% | −352−0.8% | Reduced |
| Boston Partners | 45,184 | $4.42M | 0.00% | −13,688−23.3% | Reduced |
| Axecap Investments, LLC | 45,183 | $4.42M | 2.88% | +4,725+11.7% | Added |
| Accurate Wealth Management, LLC | 46,337 | $4.40M | 0.67% | +6,785+17.2% | Added |
| Northstar Asset Management LLC | 44,929 | $4.39M | 1.01% | −880−1.9% | Reduced |