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 |
|---|---|---|---|---|---|
| SWS Partners | 27,970 | $2.73M | 0.74% | +3,431+14.0% | Added |
| TBH Global Asset Management, LLC | 27,948 | $2.73M | 0.58% | −3,128−10.1% | Reduced |
| Hillsdale Investment Management Inc. | 27,947 | $2.73M | 0.10% | +19,520+231.6% | Added |
| Archer Investment Corp | 27,938 | $2.73M | 0.65% | +572+2.1% | Added |
| Concord Wealth Partners | 27,864 | $2.72M | 0.40% | +655+2.4% | Added |
| Concord Asset Management, LLC | 27,864 | $2.72M | 0.41% | +3,348+13.7% | Added |
| Stenger Family Office, LLC | 27,908 | $2.72M | 0.72% | +27,908 | New |
| AdvisorNet Financial, Inc | 27,833 | $2.72M | 0.18% | +357+1.3% | Added |
| Quad-Cities Investment Group, LLC | 27,828 | $2.72M | 1.24% | −118−0.4% | Reduced |
| Premier Path Wealth Partners, LLC | 27,818 | $2.72M | 0.38% | +919+3.4% | Added |
| Zhang Financial LLC | 27,803 | $2.72M | 0.13% | +427+1.6% | Added |
| Founders Financial Securities LLC | 27,742 | $2.71M | 0.21% | −5,176−15.7% | Reduced |
| Great Lakes Retirement, Inc. | 27,732 | $2.71M | 0.32% | +6,433+30.2% | Added |
| Hilltop National Bank | 27,607 | $2.70M | 0.70% | +27,607 | New |
| Van Hulzen Asset Management, LLC | 27,592 | $2.70M | 0.23% | +2,546+10.2% | Added |
| Highview Capital Management LLC | 27,574 | $2.70M | 1.04% | −10,353−27.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 27,538 | $2.69M | 1.10% | +608+2.3% | Added |
| Beech Hill Advisors, Inc. | 27,516 | $2.69M | 1.21% | −7,066−20.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 27,478 | $2.69M | 0.19% | −8,616−23.9% | Reduced |
| XML Financial, LLC | 27,458 | $2.68M | 0.23% | +339+1.3% | Added |
| Trust Co of Toledo NA | 27,317 | $2.67M | 0.29% | +1,625+6.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,317 | $2.67M | 0.46% | −20−0.1% | Reduced |
| Skopos Labs, Inc. | 57,693 | $2.67M | 0.35% | +15,974+38.3% | Added |
| Dark Forest Capital Management LP | 27,257 | $2.67M | 0.11% | +27,257 | New |
| Optimum Investment Advisors | 27,246 | $2.66M | 1.16% | −225−0.8% | Reduced |
| VCI Wealth Management LLC | 27,126 | $2.65M | 0.93% | +1,978+7.9% | Added |
| Valley Brook Capital Group | 27,080 | $2.65M | 1.98% | −123−0.5% | Reduced |
| MRP Capital Investments, LLC | 27,044 | $2.64M | 1.82% | −880−3.2% | Reduced |
| Duncan Williams Asset Management, LLC | 27,043 | $2.64M | 0.83% | +58+0.2% | Added |
| Deane Retirement Strategies, Inc. | 26,995 | $2.64M | 1.18% | +417+1.6% | Added |
| Holistic Planning, LLC | 26,960 | $2.64M | 0.75% | +510+1.9% | Added |
| Prestige Wealth Management Group LLC | 26,959 | $2.64M | 0.54% | −1,147−4.1% | Reduced |
| Iowa State Bank | 26,936 | $2.63M | 0.52% | +20+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 26,931 | $2.63M | 0.07% | +1,232+4.8% | Added |
| Resurgent Financial Advisors LLC | 26,835 | $2.62M | 1.44% | +3,272+13.9% | Added |
| First PREMIER Bank | 26,790 | $2.62M | 0.63% | −377−1.4% | Reduced |
| Fragasso Group Inc. | 26,742 | $2.61M | 0.18% | +203+0.8% | Added |
| Atala Financial Inc | 26,740 | $2.61M | 1.80% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,788 | $2.61M | 0.95% | −248−0.9% | Reduced |
| Heartland Bank & Trust Co | 26,689 | $2.61M | 1.22% | +257+1.0% | Added |
| Sunbeam Capital Management, LLC | 26,644 | $2.61M | 1.97% | +2,470+10.2% | Added |
| Park National Corp | 26,609 | $2.60M | 0.09% | +119+0.4% | Added |
| Kentucky Trust Co | 26,591 | $2.60M | 1.49% | −157−0.6% | Reduced |
| Verity & Verity, LLC | 26,491 | $2.59M | 0.22% | +394+1.5% | Added |
| LRI Investments, LLC | 26,435 | $2.58M | 0.22% | +620+2.4% | Added |
| Texas Bank & Trust Co | 26,337 | $2.58M | 1.02% | −177−0.7% | Reduced |
| Home Federal Bank of Tennessee | 26,310 | $2.57M | 0.73% | +200+0.8% | Added |
| Sym Financial Corp | 26,113 | $2.55M | 0.29% | +2,951+12.7% | Added |
| Barr E S & Co | 26,104 | $2.55M | 0.15% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 26,079 | $2.55M | 0.40% | +26,079 | New |
| BEAM Asset Management, LLC | 26,008 | $2.54M | 0.76% | +486+1.9% | Added |
| RoundAngle Advisors LLC | 25,995 | $2.54M | 2.12% | +105+0.4% | Added |
| Catalyst Financial Partners LLC | 25,987 | $2.54M | 0.28% | +2,090+8.7% | Added |
| Clough Capital Partners L P | 25,915 | $2.53M | 0.25% | −22,685−46.7% | Reduced |
| Net Worth Advisory Group | 25,894 | $2.53M | 0.56% | +12,807+97.9% | Added |
| Samjo Management, LLC | 25,890 | $2.53M | 1.07% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 25,865 | $2.53M | 0.35% | −50−0.2% | Reduced |
| Austin Private Wealth, LLC | 25,848 | $2.53M | 0.20% | +6,287+32.1% | Added |
| Florida Financial Advisors, LLC | 25,831 | $2.53M | 0.84% | +669+2.7% | Added |
| Calton & Associates, Inc. | 25,799 | $2.52M | 0.44% | +3,235+14.3% | Added |
| Strait & Sound Wealth Management LLC | 25,795 | $2.52M | 1.07% | −81−0.3% | Reduced |
| PUREfi Wealth, LLC | 25,741 | $2.52M | 2.01% | −942−3.5% | Reduced |
| Keebeck Wealth Management, LLC | 25,727 | $2.52M | 0.33% | +1,332+5.5% | Added |
| Edgestream Partners, L.P. | 25,684 | $2.51M | 0.07% | +25,684 | New |
| Baker Avenue Asset Management, LP | 25,675 | $2.51M | 0.07% | −1,449−5.3% | Reduced |
| Lewis Asset Management, LLC | 25,663 | $2.51M | 1.18% | +20,740+421.3% | Added |
| Advocate Group LLC | 25,598 | $2.50M | 0.45% | −3,378−11.7% | Reduced |
| Fiduciary Family Office, LLC | 25,509 | $2.49M | 0.82% | −475−1.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 25,503 | $2.49M | 0.32% | +65+0.3% | Added |
| Legacy Financial Advisors, Inc. | 25,473 | $2.49M | 0.39% | +690+2.8% | Added |
| DeDora Capital, Inc. | 25,455 | $2.49M | 0.65% | +34+0.1% | Added |
| 44 Wealth Management LLC | 25,410 | $2.48M | 0.88% | −123−0.5% | Reduced |
| RFP Financial Group LLC | 25,371 | $2.48M | 1.02% | −2,760−9.8% | Reduced |
| GAM Holding AG | 25,349 | $2.48M | 0.17% | +1,981+8.5% | Added |
| Chesapeake Wealth Management | 25,337 | $2.48M | 0.83% | +955+3.9% | Added |
| Focused Wealth Management, Inc | 25,321 | $2.48M | 0.30% | +1,005+4.1% | Added |
| Ignite Planners, LLC | 26,026 | $2.47M | 0.43% | −83−0.3% | Reduced |
| ZWJ Investment Counsel Inc | 25,283 | $2.47M | 0.09% | −1,484−5.5% | Reduced |
| OneAscent Financial Services LLC | 25,229 | $2.47M | 0.18% | −37,463−59.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 25,235 | $2.47M | 0.19% | +25,235 | New |
| Global Trust Asset Management, LLC | 25,232 | $2.47M | 1.32% | +472+1.9% | Added |
| Old Second National Bank of Aurora | 25,216 | $2.47M | 0.54% | −11,963−32.2% | Reduced |
| Doliver Advisors, LP | 25,161 | $2.46M | 0.67% | −403−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 25,154 | $2.46M | 0.65% | +2,861+12.8% | Added |
| TKG Advisors, LLC | 25,150 | $2.46M | 1.10% | +13,344+113.0% | Added |
| DGS Capital Management, LLC | 25,118 | $2.46M | 0.51% | −1,364−5.2% | Reduced |
| Westpac Banking Corp | 25,104 | $2.45M | 0.16% | −11,142−30.7% | Reduced |
| Tempus Wealth Planning, LLC | 25,045 | $2.45M | 0.61% | +84+0.3% | Added |
| Motley Fool Wealth Management, LLC | 24,946 | $2.44M | 0.15% | −4,041−13.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 24,941 | $2.44M | 0.18% | +1,840+8.0% | Added |
| BankPlus Trust Department | 24,879 | $2.43M | 0.72% | +1,947+8.5% | Added |
| GWN Securities Inc. | 24,772 | $2.43M | 0.45% | −58,186−70.1% | Reduced |
| Icon Wealth Advisors, LLC | 24,860 | $2.43M | 0.17% | +5,681+29.6% | Added |
| Kiley Juergens Wealth Management, LLC | 24,858 | $2.43M | 0.56% | +94+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 24,843 | $2.43M | 0.28% | −168−0.7% | Reduced |
| Orser Capital Management, LLC | 24,823 | $2.43M | 1.80% | −1,105−4.3% | Reduced |
| Geneva Capital Management LLC | 24,776 | $2.42M | 0.04% | −825−3.2% | Reduced |
| Ballast, Inc. | 24,773 | $2.42M | 0.63% | −851−3.3% | Reduced |
| Fort Point Capital Partners LLC | 24,770 | $2.42M | 0.24% | +4,646+23.1% | Added |
| RDA Financial Network | 24,681 | $2.41M | 0.65% | −145−0.6% | Reduced |