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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 32,459 | $3.17M | 0.17% | +101+0.3% | Added |
| Neo Ivy Capital Management | 32,452 | $3.17M | 1.01% | +30,856+1,933.3% | Added |
| Joel Isaacson & Co., LLC | 32,418 | $3.17M | 0.13% | +1,250+4.0% | Added |
| Main Street Financial Solutions, LLC | 32,371 | $3.17M | 0.23% | +3,715+13.0% | Added |
| Narwhal Capital Management | 32,206 | $3.15M | 0.25% | +2,087+6.9% | Added |
| Condor Capital Management | 32,200 | $3.15M | 0.27% | −729−2.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 32,199 | $3.15M | 0.80% | +982+3.1% | Added |
| PFC Capital Group, Inc. | 32,204 | $3.15M | 1.46% | −976−2.9% | Reduced |
| Capstone Financial Advisors, Inc. | 32,161 | $3.14M | 0.18% | −392−1.2% | Reduced |
| Transcend Wealth Collective, LLC | 32,046 | $3.13M | 0.24% | −10,932−25.4% | Reduced |
| Stevens Capital Management LP | 32,046 | $3.13M | 0.85% | +32,046 | New |
| Advisor OS, LLC | 32,000 | $3.13M | 0.31% | +3,855+13.7% | Added |
| SGL Investment Advisors, Inc. | 32,186 | $3.12M | 1.49% | +1,932+6.4% | Added |
| Pinnacle West Asset Management, Inc. | 31,950 | $3.12M | 2.16% | −405−1.3% | Reduced |
| OMC Financial Services LTD | 31,841 | $3.11M | 1.27% | −675−2.1% | Reduced |
| Bank & Trust Co | 31,786 | $3.11M | 2.46% | +141+0.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 31,756 | $3.11M | 0.34% | −172−0.5% | Reduced |
| Argent Capital Management LLC | 31,743 | $3.10M | 0.09% | 00.0% | Unchanged |
| Integras Partners LLC | 31,742 | $3.10M | 3.13% | −209−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 31,722 | $3.10M | 0.20% | −424−1.3% | Reduced |
| NVWM, LLC | 31,649 | $3.09M | 0.75% | −123−0.4% | Reduced |
| Comgest Global Investors S.A.S. | 31,531 | $3.08M | 0.05% | −8,438−21.1% | Reduced |
| GM Advisory Group, Inc. | 31,425 | $3.07M | 0.15% | +21,421+214.1% | Added |
| Advisory Alpha, LLC | 31,327 | $3.06M | 0.10% | −2,338−6.9% | Reduced |
| Outfitter Financial LLC | 31,295 | $3.06M | 2.61% | −760−2.4% | Reduced |
| Disciplined Investments, LLC | 31,277 | $3.06M | 1.29% | +231+0.7% | Added |
| World Equity Group, Inc. | 31,180 | $3.05M | 0.83% | −3,965−11.3% | Reduced |
| Windsor Capital Management, LLC | 31,163 | $3.05M | 0.89% | −1,821−5.5% | Reduced |
| Chicago Capital, LLC | 31,122 | $3.04M | 0.08% | −198−0.6% | Reduced |
| Central Bank & Trust Co | 31,077 | $3.04M | 0.50% | −557−1.8% | Reduced |
| Exchange Bank | 31,071 | $3.04M | 2.40% | −5,211−14.4% | Reduced |
| First National Bank of Hutchinson | 31,019 | $3.03M | 1.89% | +962+3.2% | Added |
| Schwab Charitable Fund | 31,000 | $3.03M | 0.06% | −9,000−22.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 30,963 | $3.03M | 0.20% | +4,807+18.4% | Added |
| LCM Capital Management Inc | 30,962 | $3.03M | 1.57% | +81+0.3% | Added |
| Watts Gwilliam & Co., LLC | 29,199 | $3.02M | 0.50% | +4,249+17.0% | Added |
| Sterling Investment Management, Inc. | 30,844 | $3.02M | 2.00% | −119−0.4% | Reduced |
| RMR Wealth Builders | 30,825 | $3.01M | 0.27% | −169−0.5% | Reduced |
| Strong Tower Advisory Services | 30,775 | $3.01M | 0.59% | +1,238+4.2% | Added |
| PDS Planning, Inc | 30,764 | $3.01M | 0.22% | +2,258+7.9% | Added |
| Magnolia Capital Advisors LLC | 30,755 | $3.01M | 0.76% | −1,367−4.3% | Reduced |
| Churchill Management Corp | 30,646 | $3.00M | 0.03% | +30,646 | New |
| Syverson Strege & Co | 30,554 | $2.99M | 0.71% | +18,352+150.4% | Added |
| MTM Investment Management, LLC | 30,493 | $2.98M | 1.00% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 30,449 | $2.98M | 0.26% | +1,199+4.1% | Added |
| Peak Financial Advisors LLC | 30,437 | $2.98M | 1.52% | +30,437 | New |
| Register Financial Advisors LLC | 30,390 | $2.97M | 1.30% | +3,754+14.1% | Added |
| Pitcairn Co | 30,310 | $2.96M | 0.19% | −2,807−8.5% | Reduced |
| Triton Wealth Management, PLLC | 30,665 | $2.96M | 1.26% | +30,665 | New |
| Detalus Advisors, LLC | 30,226 | $2.96M | 0.86% | −121−0.4% | Reduced |
| Wellington Capital Management, Inc. | 30,171 | $2.95M | 4.45% | +30,171 | New |
| L.M. Kohn & Company | 30,098 | $2.94M | 0.79% | −528−1.7% | Reduced |
| Carnegie Lake Advisors LLC | 30,081 | $2.94M | 1.16% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 30,037 | $2.94M | 0.50% | +636+2.2% | Added |
| Vaughan David Investments LLC | 30,020 | $2.94M | 0.07% | +1,723+6.1% | Added |
| G&S Capital LLC | 30,006 | $2.93M | 1.16% | +14,258+90.5% | Added |
| MidWestOne Financial Group, Inc. | 29,975 | $2.93M | 0.38% | +1,004+3.5% | Added |
| Park Edge Advisors, LLC | 29,950 | $2.93M | 0.75% | +2,667+9.8% | Added |
| Whalerock Point Partners, LLC | 29,883 | $2.92M | 0.63% | +270+0.9% | Added |
| Accretive Wealth Partners, LLC | 29,731 | $2.91M | 0.95% | +155+0.5% | Added |
| Oak Harvest Investment Services | 29,643 | $2.90M | 0.36% | −138,199−82.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 29,603 | $2.89M | 0.32% | +29,603 | New |
| Keystone Financial Group | 29,592 | $2.89M | 0.26% | +5,077+20.7% | Added |
| Bangor Savings Bank | 29,565 | $2.89M | 0.26% | −1,234−4.0% | Reduced |
| RF&L Wealth Management, LLC | 29,400 | $2.87M | 1.85% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 29,382 | $2.87M | 1.94% | +155+0.5% | Added |
| Bailard, Inc. | 29,346 | $2.87M | 0.07% | −1,645−5.3% | Reduced |
| Peoples Bank | 29,339 | $2.87M | 1.92% | 00.0% | Unchanged |
| Birinyi Associates Inc | 29,300 | $2.87M | 0.84% | −600−2.0% | Reduced |
| CVA Family Office, LLC | 29,184 | $2.85M | 0.40% | +357+1.2% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 29,154 | $2.85M | 0.34% | −31,733−52.1% | Reduced |
| Evoke Wealth, LLC | 29,121 | $2.85M | 0.07% | +5,401+22.8% | Added |
| Cidel Asset Management Inc | 29,109 | $2.85M | 0.17% | −2,801−8.8% | Reduced |
| First Dallas Securities Inc. | 29,101 | $2.85M | 1.12% | −496−1.7% | Reduced |
| Old Mission Investment Co LLC | 29,092 | $2.84M | 0.78% | +1,969+7.3% | Added |
| Mystic Asset Management, Inc. | 29,052 | $2.84M | 0.69% | −295−1.0% | Reduced |
| Sound Income Strategies, LLC | 29,008 | $2.84M | 0.16% | +6,457+28.6% | Added |
| Avantax Planning Partners, Inc. | 29,007 | $2.84M | 0.09% | −2,565−8.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 28,989 | $2.83M | 0.53% | −3,465−10.7% | Reduced |
| CoreFirst Bank & Trust | 28,975 | $2.83M | 1.60% | +3,267+12.7% | Added |
| Zullo Investment Group, Inc. | 28,944 | $2.83M | 1.15% | −6,349−18.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 28,815 | $2.82M | 0.38% | +19,539+210.6% | Added |
| Aviance Capital Partners, LLC | 28,773 | $2.81M | 0.37% | −765−2.6% | Reduced |
| Founders Financial Alliance, LLC | 28,727 | $2.81M | 0.64% | +1,057+3.8% | Added |
| Brucke Financial, Inc. | 28,702 | $2.81M | 1.95% | +86+0.3% | Added |
| Guerra Advisors Inc | 28,668 | $2.80M | 1.32% | +4,447+18.4% | Added |
| Camden Capital, LLC | 28,627 | $2.80M | 0.26% | −3,643−11.3% | Reduced |
| Oxbow Advisors, LLC | 28,660 | $2.80M | 0.31% | −454−1.6% | Reduced |
| McDonald Partners LLC | 28,560 | $2.80M | 0.67% | −1,186−4.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 28,585 | $2.80M | 1.04% | −3,317−10.4% | Reduced |
| Jeppson Wealth Management, LLC | 28,547 | $2.79M | 0.97% | −634−2.2% | Reduced |
| Sunpointe, LLC | 28,507 | $2.79M | 1.11% | +14,237+99.8% | Added |
| Massachusetts Wealth Management | 28,504 | $2.79M | 1.57% | +910+3.3% | Added |
| Formidable Asset Management, LLC | 31,674 | $2.78M | 0.47% | −202−0.6% | Reduced |
| Advisors Preferred, LLC | 28,200 | $2.77M | 0.46% | 00.0% | Unchanged |
| Wealth Alliance | 28,287 | $2.77M | 0.31% | +354+1.3% | Added |
| SRS Capital Advisors, Inc. | 22,535 | $2.76M | 0.13% | +4,060+22.0% | Added |
| Grandview Asset Management LLC | 28,205 | $2.76M | 0.88% | +1,037+3.8% | Added |
| Lincoln Capital Corp | 28,190 | $2.76M | 1.06% | −667−2.3% | Reduced |
| Drive Wealth Management, LLC | 27,973 | $2.74M | 0.60% | −383−1.4% | Reduced |