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 |
|---|---|---|---|---|---|
| Capital Management Associates | 22,200 | $2.17M | 3.54% | 00.0% | Unchanged |
| Everpar Advisors LLC | 22,180 | $2.17M | 0.99% | +2,039+10.1% | Added |
| Live Oak Private Wealth LLC | 22,146 | $2.17M | 0.32% | −52−0.2% | Reduced |
| Trust Co of the South | 22,127 | $2.16M | 0.38% | +92+0.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 22,063 | $2.16M | 0.33% | +937+4.4% | Added |
| Foster Group, Inc. | 22,030 | $2.15M | 0.07% | +1,441+7.0% | Added |
| First National Bank & Trust Co of Newtown | 21,992 | $2.15M | 0.43% | −100−0.5% | Reduced |
| Lincoln Capital LLC | 21,958 | $2.15M | 0.41% | +20.0% | Added |
| Nwam LLC | 21,911 | $2.15M | 0.12% | −571−2.5% | Reduced |
| Nova R Wealth, Inc. | 21,940 | $2.15M | 1.00% | +76+0.3% | Added |
| Ridgepath Capital Management LLC | 21,925 | $2.14M | 0.99% | −48,611−68.9% | Reduced |
| Inlet Private Wealth, LLC | 21,900 | $2.14M | 0.53% | 00.0% | Unchanged |
| First Western Trust Bank | 21,860 | $2.14M | 0.10% | −379−1.7% | Reduced |
| Painted Porch Advisors LLC | 21,856 | $2.14M | 0.88% | −896−3.9% | Reduced |
| Blueprint Investment Partners LLC | 21,816 | $2.13M | 0.38% | −162−0.7% | Reduced |
| Alta Advisers Ltd | 21,813 | $2.13M | 0.76% | +300+1.4% | Added |
| Financial Partners Group, Inc | 21,772 | $2.13M | 0.29% | −214−1.0% | Reduced |
| Costello Asset Management, INC | 21,700 | $2.12M | 0.80% | −174−0.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 21,690 | $2.12M | 0.15% | +16+0.1% | Added |
| Landscape Capital Management, L.L.C. | 21,637 | $2.12M | 0.17% | +21,637 | New |
| Moss Adams Wealth Advisors LLC | 21,623 | $2.11M | 0.19% | +723+3.5% | Added |
| IFC Advisors LLC | 21,569 | $2.11M | 0.39% | +194+0.9% | Added |
| HMS Capital Management, LLC | 21,560 | $2.11M | 0.95% | −412−1.9% | Reduced |
| Trueblood Wealth Management, LLC | 21,519 | $2.10M | 0.88% | +614+2.9% | Added |
| Missouri Trust & Investment Co | 21,467 | $2.10M | 0.69% | −40.0% | Reduced |
| NFP Retirement, Inc. | 21,444 | $2.10M | 0.14% | +8,022+59.8% | Added |
| First Commonwealth Financial Corp | 21,355 | $2.09M | 0.45% | +51+0.2% | Added |
| Bank Ozk | 21,349 | $2.09M | 0.80% | −608−2.8% | Reduced |
| Anb Bank | 21,299 | $2.08M | 0.94% | −592−2.7% | Reduced |
| Arista Wealth Management, LLC | 21,275 | $2.08M | 0.29% | +12,115+132.3% | Added |
| First Financial Bank - Trust Division | 21,230 | $2.08M | 0.18% | +1,197+6.0% | Added |
| Liberty Capital Management, Inc. | 21,228 | $2.08M | 0.42% | 00.0% | Unchanged |
| Luminist Capital LLC | 21,201 | $2.07M | 2.05% | −130−0.6% | Reduced |
| Saxon Interests, Inc. | 23,585 | $2.07M | 0.97% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 21,058 | $2.06M | 1.67% | −388−1.8% | Reduced |
| Symmetry Investments LP | 21,100 | $2.06M | 0.17% | −74,226−77.9% | Reduced |
| Roxbury Financial LLC | 21,064 | $2.06M | 2.01% | −572−2.6% | Reduced |
| Northwest Wealth Management, LLC | 21,058 | $2.06M | 0.37% | +26+0.1% | Added |
| Opes Wealth Management LLC | 21,058 | $2.06M | 0.37% | +17,625+513.4% | Added |
| CMG Global Holdings, LLC | 21,074 | $2.06M | 1.08% | −812−3.7% | Reduced |
| Prossimo Advisors, LLC | 21,038 | $2.06M | 1.65% | −4,606−18.0% | Reduced |
| Grace & White Inc | 21,000 | $2.05M | 0.38% | 00.0% | Unchanged |
| CNB Bank | 20,967 | $2.05M | 0.97% | −396−1.9% | Reduced |
| Canvas Wealth Advisors, LLC | 21,001 | $2.05M | 0.40% | +3,292+18.6% | Added |
| Orrstown Financial Services Inc | 20,903 | $2.04M | 0.43% | −37−0.2% | Reduced |
| Proactive Wealth Strategies LLC | 20,890 | $2.04M | 0.96% | +3,736+21.8% | Added |
| Invst, LLC | 20,845 | $2.04M | 0.25% | −727−3.4% | Reduced |
| Plan Group Financial, LLC | 20,844 | $2.04M | 0.67% | +70.0% | Added |
| RMR Capital Management, LLC | 20,798 | $2.03M | 1.45% | 00.0% | Unchanged |
| Providence First Trust Co | 20,798 | $2.03M | 0.72% | +204+1.0% | Added |
| Charles Schwab Trust Co | 20,775 | $2.03M | 0.15% | +483+2.4% | Added |
| Hollencrest Capital Management | 20,741 | $2.03M | 0.09% | −1,906−8.4% | Reduced |
| Security Financial Services, INC. | 20,734 | $2.03M | 0.36% | +723+3.6% | Added |
| Next Capital Management LLC | 20,600 | $2.01M | 0.74% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 20,590 | $2.01M | 0.47% | −2,124−9.4% | Reduced |
| ISAM Funds (UK) Ltd | 20,576 | $2.01M | 0.44% | +20,576 | New |
| Grove Bank & Trust | 20,575 | $2.01M | 0.25% | −40−0.2% | Reduced |
| Principle Wealth Partners LLC | 20,558 | $2.01M | 0.13% | +2,418+13.3% | Added |
| Matauro, LLC | 20,556 | $2.01M | 0.38% | +184+0.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,548 | $2.01M | 0.03% | +3,175+18.3% | Added |
| MJP Associates Inc | 20,537 | $2.01M | 0.30% | +712+3.6% | Added |
| White Lighthouse Investment Management Inc. | 20,521 | $2.01M | 0.33% | −40−0.2% | Reduced |
| TLWM | 20,518 | $2.01M | 0.38% | −144−0.7% | Reduced |
| Accent Capital Management, LLC | 20,489 | $2.00M | 0.90% | −327−1.6% | Reduced |
| Allied Investment Advisors, LLC | 20,476 | $2.00M | 0.35% | +1,313+6.9% | Added |
| Empirical Asset Management, LLC | 20,472 | $2.00M | 0.62% | +131+0.6% | Added |
| Abacus Planning Group, Inc. | 20,452 | $2.00M | 0.30% | +2,558+14.3% | Added |
| KMG Fiduciary Partners, LLC | 20,394 | $1.99M | 0.15% | +131+0.6% | Added |
| 49 Wealth Management, LLC | 20,392 | $1.99M | 0.21% | +3,404+20.0% | Added |
| TD Capital Management LLC | 20,388 | $1.99M | 0.19% | −364−1.8% | Reduced |
| Central Pacific Bank - Trust Division | 20,386 | $1.99M | 0.25% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 20,346 | $1.99M | 0.52% | +11,922+141.5% | Added |
| Grimes & Company, Inc. | 20,334 | $1.99M | 0.05% | +3,529+21.0% | Added |
| Strategic Financial Concepts, LLC | 20,228 | $1.98M | 0.28% | −6,966−25.6% | Reduced |
| LongView Wealth Management | 20,237 | $1.98M | 0.60% | −1,189−5.5% | Reduced |
| Bell Bank | 20,203 | $1.98M | 0.09% | +326+1.6% | Added |
| Pioneer Trust Bank N A | 20,195 | $1.97M | 0.50% | −95−0.5% | Reduced |
| Compass Capital Corp | 20,445 | $1.97M | 0.93% | +229+1.1% | Added |
| Institute for Wealth Management, LLC. | 20,170 | $1.97M | 0.22% | −565−2.7% | Reduced |
| ICONIQ Capital, LLC | 20,126 | $1.97M | 0.03% | +13,649+210.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 20,110 | $1.97M | 0.81% | +20,110 | New |
| First Command Advisory Services, Inc. | 20,086 | $1.96M | 0.02% | −1,008−4.8% | Reduced |
| Nicholson Wealth Management Group, LLC | 20,051 | $1.96M | 1.21% | +486+2.5% | Added |
| Kingstone Capital Partners Texas, LLC | 20,041 | $1.96M | 1.28% | −6,261−23.8% | Reduced |
| General Partner, Inc. | 20,030 | $1.96M | 1.15% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 20,017 | $1.96M | 0.24% | +408+2.1% | Added |
| BOK Financial Private Wealth, Inc. | 20,014 | $1.96M | 0.13% | −3,692−15.6% | Reduced |
| TCI Wealth Advisors, Inc. | 20,006 | $1.96M | 0.13% | +654+3.4% | Added |
| Country Trust Bank | 19,996 | $1.96M | 0.04% | +2,735+15.8% | Added |
| Boston Family Office LLC | 19,987 | $1.95M | 0.13% | −125−0.6% | Reduced |
| HHM Wealth Advisors, LLC | 19,976 | $1.95M | 0.23% | −131−0.7% | Reduced |
| Vista Investment Partners LLC | 19,952 | $1.95M | 0.56% | −74−0.4% | Reduced |
| Altfest L J & Co Inc | 19,939 | $1.95M | 0.23% | −87−0.4% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 19,924 | $1.95M | 1.56% | −400−2.0% | Reduced |
| Wealth Quarterback LLC | 19,920 | $1.95M | 0.92% | +91+0.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 19,860 | $1.94M | 0.54% | −954−4.6% | Reduced |
| Colonial River Wealth Management, LLC | 20,445 | $1.94M | 0.83% | +612+3.1% | Added |
| Soltis Investment Advisors LLC | 19,802 | $1.94M | 0.15% | +7,274+58.1% | Added |
| Boltwood Capital Management | 19,782 | $1.93M | 0.55% | −104−0.5% | Reduced |
| Magnus Financial Group LLC | 19,776 | $1.93M | 0.17% | −526−2.6% | Reduced |