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 |
|---|---|---|---|---|---|
| Bowman & Co S.C. | 44,905 | $4.39M | 1.96% | +353+0.8% | Added |
| Dumont & Blake Investment Advisors LLC | 44,801 | $4.38M | 1.14% | +50+0.1% | Added |
| CoreCap Advisors, LLC | 44,796 | $4.38M | 0.18% | −2,875−6.0% | Reduced |
| Rational Advisors LLC | 44,689 | $4.37M | 0.43% | +1,778+4.1% | Added |
| Simon Quick Advisors, LLC | 44,647 | $4.37M | 0.22% | +15,688+54.2% | Added |
| Thompson Davis & Co., Inc. | 44,642 | $4.37M | 2.98% | +37,490+524.2% | Added |
| GeoWealth Management, LLC | 44,521 | $4.35M | 0.17% | −6,002−11.9% | Reduced |
| Spirit of America Management Corp | 44,452 | $4.35M | 0.91% | −2,600−5.5% | Reduced |
| Providence Wealth Advisors, LLC | 42,387 | $4.34M | 2.98% | +159+0.4% | Added |
| Two Sigma Securities, LLC | 44,334 | $4.33M | 0.53% | +36,464+463.3% | Added |
| Hedeker Wealth, LLC | 44,270 | $4.33M | 1.01% | +23,178+109.9% | Added |
| Cito Capital Group, LLC | 44,200 | $4.32M | 1.50% | +500+1.1% | Added |
| Systematic Alpha Investments, LLC | 44,100 | $4.31M | 0.15% | 00.0% | Unchanged |
| Clarius Group, LLC | 44,087 | $4.31M | 0.25% | −3,341−7.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 44,045 | $4.31M | 2.62% | −555−1.2% | Reduced |
| Cullen Capital Management LLC | 44,033 | $4.31M | 0.05% | −2,889−6.2% | Reduced |
| West Michigan Advisors, LLC | 44,002 | $4.30M | 1.21% | +110+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 43,999 | $4.30M | 0.49% | −3,957−8.3% | Reduced |
| Dividend Assets Capital, LLC | 43,934 | $4.30M | 0.78% | +84+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 43,880 | $4.29M | 0.47% | +968+2.3% | Added |
| LM Advisors LLC | 43,865 | $4.29M | 0.55% | +5,284+13.7% | Added |
| Northern Financial Advisors Inc | 43,857 | $4.29M | 3.22% | −180−0.4% | Reduced |
| Nilsine Partners, LLC | 43,802 | $4.28M | 0.43% | +1,528+3.6% | Added |
| Chatham Capital Group, Inc. | 43,789 | $4.28M | 0.65% | −570−1.3% | Reduced |
| Second Line Capital, LLC | 43,740 | $4.28M | 0.99% | +1,560+3.7% | Added |
| Summit Place Financial Advisors, LLC | 43,622 | $4.27M | 2.15% | +274+0.6% | Added |
| Beacon Financial Group | 43,609 | $4.26M | 0.44% | −59−0.1% | Reduced |
| Prosperity Consulting Group, LLC | 43,586 | $4.26M | 0.31% | −555−1.3% | Reduced |
| Marshall Financial Group LLC | 42,827 | $4.25M | 0.83% | −942−2.2% | Reduced |
| Pegasus Asset Management, Inc. | 43,363 | $4.24M | 1.45% | +1,656+4.0% | Added |
| MOKAN Wealth Management Inc. | 43,311 | $4.23M | 2.37% | +1,654+4.0% | Added |
| Arcadia Investment Management Corp | 43,305 | $4.23M | 0.68% | −1,255−2.8% | Reduced |
| New Hampshire Trust | 43,231 | $4.23M | 0.88% | −841−1.9% | Reduced |
| Canandaigua National Bank & Trust Co | 43,182 | $4.22M | 0.39% | −948−2.1% | Reduced |
| Bank of New Hampshire | 43,168 | $4.22M | 1.05% | −2,385−5.2% | Reduced |
| Cigna Investments Inc | 42,871 | $4.19M | 0.72% | −945−2.2% | Reduced |
| Raiffeisen Bank International AG | 43,113 | $4.19M | 0.06% | −19,731−31.4% | Reduced |
| White Pine Capital LLC | 42,709 | $4.18M | 1.33% | +425+1.0% | Added |
| FLP Wealth Management, LLC | 42,647 | $4.17M | 11.70% | +1,799+4.4% | Added |
| Anderson Hoagland & Co | 42,633 | $4.17M | 0.40% | +2,077+5.1% | Added |
| Willis Johnson & Associates, Inc. | 42,626 | $4.17M | 0.28% | +18,485+76.6% | Added |
| Cary Street Partners Financial LLC | 42,561 | $4.16M | 0.12% | −45,045−51.4% | Reduced |
| Mustard Seed Financial, LLC | 42,487 | $4.15M | 2.99% | −1,553−3.5% | Reduced |
| IMA Wealth, Inc. | 42,443 | $4.15M | 0.45% | +37+0.1% | Added |
| Shayne & Co., LLC | 42,292 | $4.14M | 1.37% | −1,325−3.0% | Reduced |
| Victrix Investment Advisors | 42,261 | $4.13M | 1.83% | +651+1.6% | Added |
| Chemung Canal Trust Co | 42,213 | $4.13M | 0.87% | −1,415−3.2% | Reduced |
| Cetera Trust Company, N.A | 42,202 | $4.13M | 2.46% | −150−0.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 41,895 | $4.10M | 0.73% | −22,450−34.9% | Reduced |
| Gold Investment Management Ltd. | 41,576 | $4.08M | 1.53% | +528+1.3% | Added |
| RD Lewis Holdings, Inc. | 39,456 | $4.07M | 4.11% | −928−2.3% | Reduced |
| Parsons Capital Management Inc | 41,555 | $4.06M | 0.25% | +39+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 41,485 | $4.06M | 0.16% | +3,272+8.6% | Added |
| Mattern Wealth Management LLC | 41,363 | $4.04M | 0.84% | −9,963−19.4% | Reduced |
| First Heartland Consultants, Inc. | 41,250 | $4.03M | 0.36% | +963+2.4% | Added |
| Oarsman Capital, Inc. | 41,237 | $4.03M | 0.63% | +118+0.3% | Added |
| Delta Investment Management, LLC | 41,234 | $4.03M | 0.77% | −280−0.7% | Reduced |
| Turn8 Private Wealth Inc. | 39,765 | $4.01M | 2.89% | +536+1.4% | Added |
| Sciencast Management LP | 40,981 | $4.01M | 0.83% | +40,981 | New |
| R.H. Dinel Investment Counsel, Inc. | 40,800 | $3.99M | 2.66% | −1,350−3.2% | Reduced |
| Argentarii, LLC | 40,741 | $3.98M | 1.83% | −665−1.6% | Reduced |
| Haven Private, LLC | 40,707 | $3.98M | 1.76% | +612+1.5% | Added |
| Focus Financial Network, Inc. | 40,603 | $3.97M | 0.16% | −1,012−2.4% | Reduced |
| Holderness Investments Co | 40,442 | $3.95M | 0.85% | +1,222+3.1% | Added |
| Providence Capital Advisors, LLC | 40,246 | $3.94M | 0.72% | +37,818+1,557.6% | Added |
| Savoir Faire Capital Management, L.P. | 40,228 | $3.93M | 1.90% | +23,759+144.3% | Added |
| Mattson Financial Services, LLC | 40,172 | $3.93M | 1.06% | −446−1.1% | Reduced |
| Waddell & Associates, LLC | 40,037 | $3.91M | 0.42% | +853+2.2% | Added |
| Silverleafe Capital Partners, LLC | 39,829 | $3.89M | 1.36% | −1,092−2.7% | Reduced |
| ICW Investment Advisors LLC | 39,745 | $3.89M | 1.53% | −81−0.2% | Reduced |
| Mach-1 Financial Group, Inc. | 39,736 | $3.89M | 1.13% | −154,191−79.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 39,708 | $3.88M | 0.22% | −3,149−7.3% | Reduced |
| Bank of Stockton | 39,630 | $3.88M | 1.15% | −101−0.3% | Reduced |
| Kinloch Capital, LLC | 39,538 | $3.87M | 1.80% | −174−0.4% | Reduced |
| LMR Partners LLP | 39,307 | $3.84M | 0.06% | +9,307+31.0% | Added |
| Pensionfund Sabic | 39,300 | $3.84M | 1.09% | −100−0.3% | Reduced |
| Chilton Investment Co LLC | 39,297 | $3.84M | 0.09% | +9,220+30.7% | Added |
| Avidian Wealth Solutions, LLC | 39,131 | $3.83M | 0.16% | −1,671−4.1% | Reduced |
| Amussen Hunsaker Associates LLC | 39,129 | $3.83M | 0.43% | −4,138−9.6% | Reduced |
| Wynn Capital, LLC | 39,115 | $3.82M | 2.04% | −407−1.0% | Reduced |
| Journey Strategic Wealth LLC | 39,111 | $3.82M | 0.12% | +12,373+46.3% | Added |
| Aigen Investment Management, LP | 39,109 | $3.82M | 0.52% | +27,785+245.4% | Added |
| Tilia Fiduciary Partners, Inc. | 39,027 | $3.82M | 2.33% | +408+1.1% | Added |
| Graham Capital Management, L.P. | 39,008 | $3.81M | 0.12% | −17,633−31.1% | Reduced |
| Moore Capital Management, LP | 38,996 | $3.81M | 0.08% | +35,448+999.1% | Added |
| Sage Mountain Advisors LLC | 38,944 | $3.81M | 0.25% | +4,115+11.8% | Added |
| Eagle Bluffs Wealth Management LLC | 38,895 | $3.80M | 1.81% | +173+0.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 38,256 | $3.80M | 1.50% | +3,336+9.6% | Added |
| Buckhead Capital Management LLC | 38,844 | $3.80M | 1.47% | −6,599−14.5% | Reduced |
| Cooper Financial Group | 38,747 | $3.79M | 0.45% | −9,301−19.4% | Reduced |
| Jupiter Asset Management Ltd | 38,686 | $3.78M | 0.03% | −1,071,182−96.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 38,660 | $3.78M | 0.66% | −6,570−14.5% | Reduced |
| Legacy Financial Strategies, LLC | 38,544 | $3.77M | 0.74% | +3,908+11.3% | Added |
| St. Johns Investment Management Company, LLC | 38,462 | $3.76M | 1.73% | +554+1.5% | Added |
| Smithfield Trust Co | 38,395 | $3.75M | 0.18% | −878−2.2% | Reduced |
| Sunbelt Securities, Inc. | 41,550 | $3.75M | 0.33% | −5,909−12.5% | Reduced |
| CHB Investment Group, LLC | 38,383 | $3.75M | 1.91% | +38,383 | New |
| Verity Asset Management, Inc. | 38,291 | $3.74M | 1.79% | +2,585+7.2% | Added |
| Flavin Financial Services, Inc. | 38,286 | $3.74M | 3.63% | −1,966−4.9% | Reduced |
| Secure Asset Management, LLC | 38,241 | $3.74M | 0.69% | +5,984+18.6% | Added |