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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 24,604 | $2.41M | 0.44% | −50−0.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 24,600 | $2.41M | 1.36% | −2,300−8.6% | Reduced |
| RMB Capital Management, LLC | 24,495 | $2.40M | 0.05% | +12,967+112.5% | Added |
| Adirondack Trust Co | 24,467 | $2.39M | 0.87% | −157−0.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 24,453 | $2.39M | 0.24% | +2,178+9.8% | Added |
| Edmond de Rothschild Holding S.A. | 24,453 | $2.39M | 0.04% | −4,659−16.0% | Reduced |
| Accredited Investors Inc. | 24,450 | $2.39M | 0.14% | +10,084+70.2% | Added |
| Lokken Investment Group LLC | 24,448 | $2.39M | 0.92% | +1,070+4.6% | Added |
| Tradition Wealth Management, LLC | 24,439 | $2.39M | 0.19% | +352+1.5% | Added |
| Nicolet Bankshares Inc | 24,433 | $2.39M | 0.41% | +1,354+5.9% | Added |
| Platform Technology Partners | 24,431 | $2.39M | 0.62% | −605−2.4% | Reduced |
| Commonwealth Financial Services, LLC | 24,421 | $2.39M | 0.46% | −119−0.5% | Reduced |
| Navalign, LLC | 24,370 | $2.38M | 0.66% | −2,353−8.8% | Reduced |
| WBH Advisory Inc | 24,360 | $2.38M | 0.20% | −220−0.9% | Reduced |
| Leo Wealth, LLC | 24,325 | $2.38M | 0.18% | +18,569+322.6% | Added |
| Arlington Trust Co LLC | 24,256 | $2.37M | 0.46% | +37+0.2% | Added |
| Capital Insight Partners, LLC | 24,227 | $2.37M | 0.41% | +24,227 | New |
| Ifrah Financial Services, Inc. | 24,214 | $2.37M | 0.65% | −4,567−15.9% | Reduced |
| Aspire Growth Partners LLC | 24,144 | $2.36M | 1.93% | −215−0.9% | Reduced |
| Quent Capital, LLC | 24,117 | $2.36M | 0.23% | +338+1.4% | Added |
| Park Place Capital Corp | 24,000 | $2.36M | 0.54% | −8,771−26.8% | Reduced |
| Quilter Plc | 24,083 | $2.35M | 0.04% | −890−3.6% | Reduced |
| Blue Chip Partners, Inc. | 24,074 | $2.35M | 0.19% | +478+2.0% | Added |
| Summit Financial Wealth Advisors, LLC | 24,061 | $2.35M | 0.42% | −781−3.1% | Reduced |
| Agp Franklin, LLC | 24,051 | $2.35M | 1.24% | +678+2.9% | Added |
| Bernard Wealth Management Corp. | 24,047 | $2.35M | 1.09% | +602+2.6% | Added |
| Exencial Wealth Advisors, LLC | 24,030 | $2.35M | 0.08% | −4,095−14.6% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 24,013 | $2.35M | 2.43% | −393−1.6% | Reduced |
| Catalyst Capital Advisors LLC | 24,000 | $2.35M | 0.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 23,993 | $2.35M | 0.24% | +654+2.8% | Added |
| Boxwood Ventures, Inc. | 23,991 | $2.35M | 3.04% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 23,983 | $2.35M | 1.08% | −451−1.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 23,905 | $2.34M | 0.31% | +588+2.5% | Added |
| Lineweaver Wealth Advisors, LLC | 23,839 | $2.33M | 0.37% | +3,993+20.1% | Added |
| First Community Trust NA | 23,834 | $2.33M | 1.89% | +1,085+4.8% | Added |
| Wolff Wiese Magana LLC | 23,790 | $2.33M | 1.44% | −1,655−6.5% | Reduced |
| AlphaStar Capital Management, LLC | 23,787 | $2.33M | 0.16% | +23,787 | New |
| Capital Advisory Group Advisory Services, LLC | 23,783 | $2.33M | 0.84% | −268−1.1% | Reduced |
| Global Assets Advisory, LLC | 23,609 | $2.32M | 0.91% | −17,327−42.3% | Reduced |
| KFG Wealth Management, LLC | 23,692 | $2.32M | 0.37% | +277+1.2% | Added |
| Oak Harbor Wealth Partners, LLC | 23,642 | $2.31M | 0.62% | −5,364−18.5% | Reduced |
| Chicago Trust Co NA | 23,641 | $2.31M | 0.32% | +5,038+27.1% | Added |
| Quotient Wealth Partners, LLC | 23,618 | $2.31M | 0.07% | −603−2.5% | Reduced |
| Aldebaran Financial Inc. | 23,558 | $2.30M | 2.55% | +646+2.8% | Added |
| Paradigm Asset Management Co LLC | 23,536 | $2.30M | 0.57% | −19,400−45.2% | Reduced |
| SFG Wealth Management, LLC. | 23,534 | $2.30M | 1.39% | −1,829−7.2% | Reduced |
| Enterprise Financial Services Corp | 23,534 | $2.30M | 1.23% | +984+4.4% | Added |
| Indiana Trust & Investment Management CO | 23,496 | $2.30M | 0.76% | +3,536+17.7% | Added |
| Southeast Asset Advisors Inc. | 23,451 | $2.29M | 0.27% | +6,001+34.4% | Added |
| TriaGen Wealth Management LLC | 23,433 | $2.29M | 0.69% | +19,841+552.4% | Added |
| CWS Financial Advisors, LLC | 23,385 | $2.29M | 0.67% | +25+0.1% | Added |
| Leonteq Securities AG | 23,388 | $2.29M | 0.13% | −1,346−5.4% | Reduced |
| Elgethun Capital Management | 23,337 | $2.28M | 0.46% | −20−0.1% | Reduced |
| Precision Wealth Strategies, LLC | 23,295 | $2.28M | 0.74% | +6,834+41.5% | Added |
| Vigilare Wealth Management | 23,292 | $2.28M | 0.85% | −407−1.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 23,261 | $2.27M | 0.65% | +9,390+67.7% | Added |
| Freemont Management S.A. | 23,200 | $2.27M | 0.37% | +5,400+30.3% | Added |
| Vivaldi Capital Management, LLC | 23,188 | $2.27M | 0.34% | +389+1.7% | Added |
| Beaumont Asset Management, L.L.C. | 23,187 | $2.27M | 1.22% | −128−0.5% | Reduced |
| Ethos Financial Group, LLC | 23,072 | $2.26M | 0.19% | −13,438−36.8% | Reduced |
| Western Financial Corp | 23,069 | $2.26M | 1.21% | −677−2.9% | Reduced |
| Prudent Man Advisors, LLC | 23,040 | $2.25M | 0.72% | +8,163+54.9% | Added |
| Logan Capital Management Inc | 23,039 | $2.25M | 0.10% | −1,183−4.9% | Reduced |
| Meritage Portfolio Management | 23,030 | $2.25M | 0.14% | −3,116−11.9% | Reduced |
| Eqis Capital Management, Inc. | 23,029 | $2.25M | 0.18% | −1,249−5.1% | Reduced |
| Brown Financial Advisors | 22,980 | $2.25M | 0.88% | −1,584−6.4% | Reduced |
| Generali Investments, Management Co LLC | 22,995 | $2.25M | 0.51% | 00.0% | Unchanged |
| Patten Group, Inc. | 22,913 | $2.24M | 0.47% | −2,518−9.9% | Reduced |
| Postrock Partners LLC | 22,883 | $2.24M | 1.07% | +74+0.3% | Added |
| American State Bank (Iowa) | 22,827 | $2.23M | 1.24% | +1,074+4.9% | Added |
| Old Port Advisors | 22,755 | $2.22M | 0.61% | −939−4.0% | Reduced |
| LVW Advisors, LLC | 22,721 | $2.22M | 0.25% | +1,083+5.0% | Added |
| Winthrop Advisory Group LLC | 22,702 | $2.22M | 0.21% | −1,727−7.1% | Reduced |
| Redmond Asset Management, LLC | 22,683 | $2.22M | 0.53% | +67+0.3% | Added |
| GoalVest Advisory LLC | 22,644 | $2.21M | 0.55% | +384+1.7% | Added |
| KC Investment Advisors, LLC | 22,633 | $2.21M | 0.76% | −23,141−50.6% | Reduced |
| FOCUS Wealth Advisors, LLC | 22,632 | $2.21M | 1.15% | −131−0.6% | Reduced |
| Global Financial Private Client, LLC | 22,629 | $2.21M | 0.83% | +3,105+15.9% | Added |
| Bridgewater Advisors Inc. | 22,496 | $2.21M | 0.17% | +1,917+9.3% | Added |
| Sky Investment Group LLC | 22,612 | $2.21M | 0.39% | +1,999+9.7% | Added |
| Royal Capital Wealth Management, LLC | 22,610 | $2.21M | 1.47% | +44+0.2% | Added |
| WMG Financial Advisors, LLC | 22,573 | $2.21M | 0.82% | +75+0.3% | Added |
| Steel Peak Wealth Management LLC | 22,566 | $2.21M | 0.09% | +1,982+9.6% | Added |
| Armis Advisers, LLC | 23,116 | $2.21M | 0.17% | +3,194+16.0% | Added |
| Uncommon Cents Investing LLC | 22,534 | $2.20M | 0.59% | +478+2.2% | Added |
| Adamsbrown Wealth Consultants LLC | 22,526 | $2.20M | 0.64% | +765+3.5% | Added |
| Intellectus Partners, LLC | 22,526 | $2.20M | 0.48% | −562−2.4% | Reduced |
| Gilbert & Cook, Inc. | 22,489 | $2.20M | 0.30% | +269+1.2% | Added |
| Congress Asset Management Co | 22,422 | $2.19M | 0.02% | −1,056−4.5% | Reduced |
| Traynor Capital Management, Inc. | 22,310 | $2.19M | 0.16% | −2,325−9.4% | Reduced |
| Douglas Lane & Associates, LLC | 22,414 | $2.19M | 0.03% | −1,993−8.2% | Reduced |
| GFG Capital, LLC | 22,403 | $2.19M | 0.65% | −5,480−19.7% | Reduced |
| Capital Wealth Planning, LLC | 22,368 | $2.19M | 0.02% | −20,849−48.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 22,359 | $2.19M | 0.03% | +688+3.2% | Added |
| First Foundation Advisors | 22,343 | $2.18M | 0.08% | +3,080+16.0% | Added |
| Hurlow Wealth Management Group, Inc. | 22,311 | $2.18M | 0.62% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 22,287 | $2.18M | 2.13% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 22,240 | $2.17M | 0.77% | +11,069+99.1% | Added |
| Consilium Wealth Advisory, LLC | 22,217 | $2.17M | 0.92% | −1,104−4.7% | Reduced |
| ZEGA Investments, LLC | 22,214 | $2.17M | 0.54% | −201−0.9% | Reduced |