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 |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 19,706 | $1.93M | 0.73% | −3,275−14.3% | Reduced |
| Smith Thornton Advisors LLC | 19,670 | $1.92M | 1.11% | +1,042+5.6% | Added |
| Wexford Capital LP | 19,609 | $1.92M | 0.53% | −13,082−40.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,599 | $1.92M | 0.26% | +726+3.8% | Added |
| Davies Financial Advisors, Inc. | 19,598 | $1.92M | 1.49% | −766−3.8% | Reduced |
| Counterpoint Mutual Funds LLC | 19,568 | $1.91M | 0.17% | +19,568 | New |
| Brady Family Wealth, LLC | 19,530 | $1.91M | 0.59% | +236+1.2% | Added |
| Transcendent Capital Group LLC | 19,526 | $1.91M | 0.98% | +51+0.3% | Added |
| Beutel, Goodman & Co Ltd. | 19,498 | $1.91M | 0.01% | −3,863−16.5% | Reduced |
| SMART Wealth LLC | 19,491 | $1.91M | 0.60% | −2,461−11.2% | Reduced |
| Kestra Investment Management, LLC | 20,525 | $1.89M | 0.03% | +9,160+80.6% | Added |
| Resolute Wealth Strategies, LLC | 19,344 | $1.89M | 1.01% | −151−0.8% | Reduced |
| Woodward Diversified Capital, LLC | 19,313 | $1.89M | 0.96% | +5,967+44.7% | Added |
| Allen Capital Group, LLC | 19,302 | $1.89M | 0.20% | −38,064−66.4% | Reduced |
| L2 Asset Management, LLC | 19,284 | $1.89M | 0.31% | −1,267−6.2% | Reduced |
| Intrepid Capital Management Inc | 19,247 | $1.88M | 0.76% | +719+3.9% | Added |
| JSF Financial, LLC | 19,231 | $1.88M | 0.45% | +6,032+45.7% | Added |
| Biltmore Family Office, LLC | 19,231 | $1.88M | 0.32% | −250−1.3% | Reduced |
| Coppell Advisory Solutions LLC | 19,321 | $1.88M | 0.23% | −7,249−27.3% | Reduced |
| BKM Wealth Management, LLC | 19,214 | $1.88M | 0.73% | −158−0.8% | Reduced |
| Zions Bancorporation, National Association | 19,202 | $1.88M | 0.10% | +5,430+39.4% | Added |
| Rice Partnership, LLC | 19,195 | $1.88M | 0.33% | −47−0.2% | Reduced |
| AllGen Financial Advisors, Inc. | 19,183 | $1.88M | 0.50% | −19,001−49.8% | Reduced |
| Ipsen Advisor Group LLC | 19,151 | $1.87M | 1.43% | +268+1.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 19,138 | $1.87M | 0.22% | +5,875+44.3% | Added |
| Great Diamond Partners, LLC | 19,136 | $1.87M | 0.40% | +12,650+195.0% | Added |
| Vestmark Advisory Solutions, Inc. | 19,120 | $1.87M | 0.03% | −76−0.4% | Reduced |
| Benin Management CORP | 19,073 | $1.86M | 0.49% | −450−2.3% | Reduced |
| Kennebec Savings Bank | 19,028 | $1.86M | 1.82% | −37−0.2% | Reduced |
| Farmers National Bank | 18,943 | $1.85M | 0.49% | −485−2.5% | Reduced |
| First Hawaiian Bank | 18,931 | $1.85M | 0.25% | −907−4.6% | Reduced |
| Aberdeen Wealth Management LLC | 18,928 | $1.85M | 1.23% | +40.0% | Added |
| Fire Capital Management LLC | 18,911 | $1.85M | 1.17% | −635−3.2% | Reduced |
| MCF Advisors LLC | 18,911 | $1.85M | 0.12% | −224−1.2% | Reduced |
| Towerpoint Wealth, LLC | 18,885 | $1.85M | 0.82% | +298+1.6% | Added |
| Atlas Brown,Inc. | 18,812 | $1.84M | 0.59% | −471−2.4% | Reduced |
| Total Investment Management Inc | 18,805 | $1.84M | 0.27% | +140+0.8% | Added |
| MWA Asset Management | 18,793 | $1.84M | 1.12% | −203−1.1% | Reduced |
| Inceptionr LLC | 18,771 | $1.84M | 0.42% | +13,278+241.7% | Added |
| Sovran Advisors, LLC | 18,900 | $1.83M | 0.19% | +229+1.2% | Added |
| Wealth Architects, LLC | 18,757 | $1.83M | 0.19% | −64−0.3% | Reduced |
| Intrua Financial, LLC | 18,724 | $1.83M | 0.26% | +8,964+91.8% | Added |
| Financial Engines Advisors L.L.C. | 18,711 | $1.83M | 0.00% | +5,846+45.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 18,696 | $1.83M | 0.49% | −10.0% | Reduced |
| Yoffe Investment Management, LLC | 18,686 | $1.83M | 2.50% | +20.0% | Added |
| Slagle Financial, LLC | 18,677 | $1.83M | 0.74% | +500+2.8% | Added |
| Insight Wealth Strategies, LLC | 18,561 | $1.82M | 0.23% | −2,988−13.9% | Reduced |
| Private Wealth Partners, LLC | 18,627 | $1.82M | 0.14% | −200−1.1% | Reduced |
| Waterway Wealth Management, LLC | 18,623 | $1.82M | 0.55% | +5,544+42.4% | Added |
| Wolverine Trading, LLC | 18,711 | $1.82M | 0.05% | +18,711 | New |
| Patron Partners Advisors, LLC | 18,608 | $1.82M | 0.90% | +1,940+11.6% | Added |
| BayBridge Capital Group, LLC | 18,598 | $1.82M | 1.17% | +195+1.1% | Added |
| Evernest Financial Advisors, LLC | 18,594 | $1.82M | 0.59% | +1,221+7.0% | Added |
| First International Bank & Trust | 18,561 | $1.81M | 0.63% | +925+5.2% | Added |
| Lifeworks Advisors, LLC | 18,550 | $1.81M | 0.27% | −1,327−6.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,530 | $1.81M | 0.17% | −18,252−49.6% | Reduced |
| Core Wealth Partners LLC | 18,525 | $1.81M | 0.92% | +3,543+23.6% | Added |
| MB, Levis & Associates, LLC | 18,490 | $1.81M | 0.79% | +347+1.9% | Added |
| Ahl Investment Management, Inc. | 18,485 | $1.81M | 1.21% | −3,003−14.0% | Reduced |
| Bank of Nova Scotia Trust Co | 18,441 | $1.80M | 0.18% | +13,178+250.4% | Added |
| Harfst & Associates, Inc. | 18,413 | $1.80M | 0.37% | +9,518+107.0% | Added |
| St. Louis Trust Co | 18,411 | $1.80M | 0.24% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 18,376 | $1.80M | 0.33% | −369−2.0% | Reduced |
| Williamson Legacy Group, LLC | 18,311 | $1.79M | 1.51% | +2,069+12.7% | Added |
| Rydar Equities, Inc. | 18,223 | $1.78M | 1.41% | +18,223 | New |
| Rocky Mountain Advisers, LLC | 18,200 | $1.78M | 0.54% | +80.0% | Added |
| Beaton Management Co. Inc. | 18,107 | $1.77M | 0.87% | −450−2.4% | Reduced |
| Spreng Capital Management, Inc. | 18,041 | $1.76M | 0.73% | 00.0% | Unchanged |
| Rexford Capital Inc | 18,031 | $1.76M | 1.46% | +18,031 | New |
| North Dallas Bank & Trust Co | 17,983 | $1.76M | 1.33% | +17,983 | New |
| Deseret Mutual Benefit Administrators | 17,926 | $1.75M | 0.82% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 17,905 | $1.75M | 0.73% | +20.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 17,879 | $1.75M | 0.48% | +90+0.5% | Added |
| Diversified Enterprises, LLC | 17,875 | $1.75M | 0.13% | −1,016−5.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 17,853 | $1.75M | 0.20% | +2,010+12.7% | Added |
| BIP Wealth, LLC | 17,763 | $1.74M | 0.11% | +323+1.9% | Added |
| Shulman DeMeo Asset Management LLC | 17,740 | $1.73M | 0.43% | −432−2.4% | Reduced |
| Bill Few Associates, Inc. | 17,700 | $1.73M | 0.49% | −776−4.2% | Reduced |
| KWB Wealth | 19,707 | $1.73M | 0.21% | −410−2.0% | Reduced |
| Intact Investment Management Inc. | 17,600 | $1.72M | 0.06% | −3,700−17.4% | Reduced |
| Lavaca Capital LLC | 17,570 | $1.72M | 0.70% | +300+1.7% | Added |
| Arthur M. Cohen & Associates, LLC | 17,500 | $1.71M | 0.30% | +200+1.2% | Added |
| Apella Capital, LLC | 17,183 | $1.71M | 0.05% | +945+5.8% | Added |
| Hilltop Partners LLC | 17,403 | $1.70M | 0.51% | +2,772+18.9% | Added |
| Sentry Investment Management LLC | 17,480 | $1.70M | 0.94% | 00.0% | Unchanged |
| Savoie Capital LLC | 17,334 | $1.69M | 0.21% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 17,324 | $1.69M | 1.49% | −1,342−7.2% | Reduced |
| Westerkirk Capital Inc. | 17,324 | $1.69M | 0.21% | +17,324 | New |
| Wisconsin Wealth Advisors, LLC | 17,318 | $1.69M | 1.95% | −982−5.4% | Reduced |
| D'Orazio & Associates, Inc. | 17,306 | $1.69M | 0.24% | −962−5.3% | Reduced |
| Fullcircle Wealth LLC | 16,965 | $1.69M | 0.63% | −3,496−17.1% | Reduced |
| Richard P Slaughter Associates Inc | 17,251 | $1.69M | 0.34% | +1,720+11.1% | Added |
| Tang Capital Management LLC | 17,242 | $1.69M | 0.09% | −6,560−27.6% | Reduced |
| Resonant Capital Advisors, LLC | 17,225 | $1.68M | 0.11% | +4,282+33.1% | Added |
| Revisor Wealth Management LLC | 17,756 | $1.68M | 0.61% | +548+3.2% | Added |
| Baker Ellis Asset Management LLC | 17,197 | $1.68M | 0.23% | −130−0.8% | Reduced |
| Red Wave Investments LLC | 17,175 | $1.68M | 0.55% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 17,162 | $1.68M | 1.17% | −900−5.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,150 | $1.68M | 0.62% | +140+0.8% | Added |
| Diamant Asset Management, Inc. | 17,121 | $1.67M | 1.27% | 00.0% | Unchanged |