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 |
|---|---|---|---|---|---|
| Solidarilty Wealth, LLC | 38,232 | $3.74M | 0.87% | +3,300+9.4% | Added |
| Hudson Valley Investment Advisors Inc | 38,227 | $3.74M | 0.41% | −735−1.9% | Reduced |
| Gutierrez Wealth Advisory, LLC | 38,130 | $3.73M | 2.50% | +109+0.3% | Added |
| Kovack Advisors, Inc. | 38,101 | $3.73M | 0.37% | −4,410−10.4% | Reduced |
| Pathway Financial Advisers, LLC | 38,101 | $3.73M | 1.21% | −510−1.3% | Reduced |
| Diversify Advisory Services, LLC | 35,898 | $3.72M | 0.14% | −15,463−30.1% | Reduced |
| Phoenix Wealth Advisors | 38,016 | $3.72M | 1.56% | −2,842−7.0% | Reduced |
| MGB Wealth Management, LLC | 38,016 | $3.72M | 1.22% | +2,473+7.0% | Added |
| Altman Advisors, Inc. | 37,624 | $3.70M | 1.51% | +196+0.5% | Added |
| Private Wealth Asset Management, LLC | 37,775 | $3.69M | 0.49% | −5,919−13.5% | Reduced |
| Gables Capital Management Inc. | 37,592 | $3.68M | 1.74% | −1,017−2.6% | Reduced |
| Trust Co of Oklahoma | 37,408 | $3.66M | 1.16% | +1,863+5.2% | Added |
| Hager Investment Management Services, LLC | 37,399 | $3.66M | 2.18% | −821−2.1% | Reduced |
| Eads & Heald Wealth Management | 37,373 | $3.65M | 1.81% | −2,377−6.0% | Reduced |
| Peterson Wealth Services | 37,169 | $3.63M | 1.00% | +597+1.6% | Added |
| PFG Advisors | 37,053 | $3.62M | 0.17% | +4,369+13.4% | Added |
| Roberts Glore & Co Inc | 36,950 | $3.61M | 1.06% | +450+1.2% | Added |
| Icapital Wealth LLC | 36,937 | $3.61M | 2.05% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 36,877 | $3.61M | 0.58% | +14,635+65.8% | Added |
| RB Capital Management, LLC | 36,759 | $3.59M | 0.81% | +2,462+7.2% | Added |
| Garner Asset Management Corp | 36,658 | $3.58M | 1.66% | −6,813−15.7% | Reduced |
| Beacon Investment Advisors LLC | 36,847 | $3.58M | 1.55% | +157+0.4% | Added |
| Wellington Shields & Co., LLC | 36,527 | $3.57M | 1.01% | +4,312+13.4% | Added |
| Trust Co of Virginia | 36,496 | $3.57M | 0.31% | +218+0.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 36,459 | $3.56M | 0.49% | −6,597−15.3% | Reduced |
| Union Heritage Capital, LLC | 36,342 | $3.55M | 1.24% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 36,297 | $3.55M | 1.27% | −5,019−12.1% | Reduced |
| Fairfield, Bush & Co. | 36,281 | $3.55M | 2.01% | +564+1.6% | Added |
| Everhart Financial Group, Inc. | 36,276 | $3.55M | 0.41% | +3,847+11.9% | Added |
| Guardian Asset Advisors, LLC | 36,269 | $3.55M | 2.04% | +1,658+4.8% | Added |
| Front Row Advisors LLC | 36,202 | $3.54M | 1.23% | +152+0.4% | Added |
| Momentum Wealth Planning, LLC | 36,151 | $3.53M | 3.01% | +36,151 | New |
| Diligent Investors, LLC | 36,149 | $3.53M | 0.84% | −3,349−8.5% | Reduced |
| Copperwynd Financial, LLC | 36,115 | $3.53M | 0.88% | +2,933+8.8% | Added |
| Genus Capital Management Inc. | 36,112 | $3.53M | 0.45% | −3,450−8.7% | Reduced |
| Security National Bank of Sioux City Iowa | 36,052 | $3.53M | 2.47% | +369+1.0% | Added |
| Legacy Bridge, LLC | 36,013 | $3.52M | 1.67% | −209−0.6% | Reduced |
| Martin & Co Inc | 35,983 | $3.52M | 0.65% | +86+0.2% | Added |
| FWL Investment Management, LLC | 35,937 | $3.51M | 1.08% | −2,151−5.6% | Reduced |
| X-Square Capital, LLC | 35,703 | $3.49M | 1.26% | +186+0.5% | Added |
| Symphony Financial, Ltd. Co. | 35,454 | $3.47M | 0.46% | +35,454 | New |
| Supplemental Annuity Collective Trust of NJ | 35,500 | $3.47M | 0.98% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 35,432 | $3.46M | 0.24% | +372+1.1% | Added |
| Silver Oak Securities, Inc | 35,368 | $3.46M | 0.29% | +214+0.6% | Added |
| Nicholas Hoffman & Company, LLC. | 35,231 | $3.44M | 0.09% | +5,749+19.5% | Added |
| Mirabaud & Cie SA | 35,226 | $3.44M | 1.10% | +2,211+6.7% | Added |
| NTV Asset Management LLC | 35,215 | $3.44M | 0.41% | +126+0.4% | Added |
| Apollon Financial, LLC | 34,966 | $3.42M | 0.71% | +4,077+13.2% | Added |
| FLC Capital Advisors | 34,909 | $3.41M | 0.71% | −1,901−5.2% | Reduced |
| FCG Investment Co | 34,905 | $3.41M | 1.78% | −3,261−8.5% | Reduced |
| Legato Capital Management LLC | 34,865 | $3.41M | 0.41% | 00.0% | Unchanged |
| Guardian Investment Management | 34,850 | $3.41M | 3.53% | −11,150−24.2% | Reduced |
| SBI Securities Co., Ltd. | 34,702 | $3.39M | 0.10% | −4,150−10.7% | Reduced |
| HCR Wealth Advisors | 34,655 | $3.39M | 0.40% | −120.0% | Reduced |
| Financial Gravity Companies, Inc. | 34,613 | $3.38M | 0.66% | +34,613 | New |
| Alberta Investment Management Corp | 34,590 | $3.38M | 0.03% | +3,290+10.5% | Added |
| Midland Wealth Advisors LLC | 34,536 | $3.38M | 0.19% | +2,444+7.6% | Added |
| Mission Creek Capital Partners, Inc. | 34,531 | $3.38M | 0.75% | −955−2.7% | Reduced |
| Nikulski Financial, Inc. | 34,508 | $3.37M | 0.92% | +484+1.4% | Added |
| Monetary Management Group Inc | 34,483 | $3.37M | 0.83% | −1,500−4.2% | Reduced |
| Castle Rock Wealth Management, LLC | 35,064 | $3.36M | 0.79% | −3,004−7.9% | Reduced |
| Ironwood Investment Counsel, LLC | 34,380 | $3.36M | 0.52% | +2,414+7.6% | Added |
| Great Lakes Advisors, LLC | 34,323 | $3.36M | 0.03% | +9,547+38.5% | Added |
| Banque Pictet & Cie SA | 34,323 | $3.36M | 0.03% | +8,483+32.8% | Added |
| Fairfield Financial Advisors, LTD | 34,210 | $3.35M | 1.17% | +4,899+16.7% | Added |
| Riverbridge Partners LLC | 34,204 | $3.34M | 0.05% | −282−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34,079 | $3.33M | 0.12% | −4,227−11.0% | Reduced |
| Claro Advisors LLC | 34,060 | $3.33M | 0.55% | −8,220−19.4% | Reduced |
| D.B. Root & Company, LLC | 34,048 | $3.33M | 0.98% | −102−0.3% | Reduced |
| Gen-Wealth Partners Inc | 33,935 | $3.32M | 1.28% | −624−1.8% | Reduced |
| Hudson Value Partners, LLC | 33,644 | $3.29M | 1.14% | −4,136−10.9% | Reduced |
| Central Valley Advisors, LLC | 33,637 | $3.29M | 1.12% | −185−0.5% | Reduced |
| Freedom Day Solutions, LLC | 33,592 | $3.28M | 0.98% | −1,001−2.9% | Reduced |
| Argent Advisors, Inc. | 33,586 | $3.28M | 1.02% | +2,849+9.3% | Added |
| 3Chopt Investment Partners, LLC | 33,548 | $3.28M | 0.79% | −104−0.3% | Reduced |
| Retirement Planning Group | 33,535 | $3.28M | 0.14% | +1,472+4.6% | Added |
| Paragon Capital Management LLC | 33,437 | $3.27M | 1.68% | +26,711+397.1% | Added |
| K.J. Harrison & Partners Inc | 33,404 | $3.27M | 0.54% | +33,404 | New |
| Arrow Financial Corp | 33,386 | $3.26M | 0.34% | +498+1.5% | Added |
| Am Investment Strategies LLC | 33,206 | $3.25M | 0.76% | +8,747+35.8% | Added |
| Insight Inv LLC | 33,154 | $3.24M | 2.17% | −1,155−3.4% | Reduced |
| Centric Wealth Management | 31,251 | $3.24M | 0.77% | +3,073+10.9% | Added |
| Howard Capital Management Inc. | 33,103 | $3.24M | 0.05% | +7,739+30.5% | Added |
| Maven Securities LTD | 33,045 | $3.23M | 0.84% | +21,329+182.1% | Added |
| Hemenway Trust Co LLC | 33,012 | $3.23M | 0.25% | −1,736−5.0% | Reduced |
| United Advisor Group, LLC | 33,009 | $3.23M | 0.56% | +4,485+15.7% | Added |
| Harbor Advisors LLC | 33,000 | $3.23M | 0.53% | 00.0% | Unchanged |
| Alphinity Investment Management Pty Ltd | 32,932 | $3.22M | 0.03% | +32,932 | New |
| West Family Investments, Inc. | 32,899 | $3.22M | 0.84% | +5,111+18.4% | Added |
| Pettee Investors, Inc. | 32,885 | $3.22M | 1.92% | −1,500−4.4% | Reduced |
| Greatmark Investment Partners, Inc. | 32,881 | $3.22M | 0.40% | +1,105+3.5% | Added |
| LGT Fund Management Co Ltd. | 32,864 | $3.21M | 0.28% | −36,510−52.6% | Reduced |
| Smith Anglin Financial, LLC | 32,827 | $3.21M | 0.29% | −543−1.6% | Reduced |
| Manchester Capital Management LLC | 32,758 | $3.20M | 0.42% | +94+0.3% | Added |
| Game Creek Capital, LP | 32,725 | $3.20M | 1.64% | −1,000−3.0% | Reduced |
| WT Wealth Management | 32,688 | $3.20M | 0.95% | −9,278−22.1% | Reduced |
| Dudley Capital Management, LLC | 32,629 | $3.19M | 1.60% | +1,141+3.6% | Added |
| Powers Advisory Group, LLC | 32,628 | $3.19M | 1.40% | +111+0.3% | Added |
| Canopy Partners, LLC | 32,526 | $3.18M | 1.17% | +153+0.5% | Added |
| Advantage Trust Co | 32,468 | $3.17M | 1.56% | +25,200+346.7% | Added |