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 |
|---|---|---|---|---|---|
| Birchbrook, Inc. | 17,119 | $1.67M | 0.90% | −707−4.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 17,059 | $1.67M | 0.11% | −1,009−5.6% | Reduced |
| Wilkins Investment Counsel Inc | 17,056 | $1.67M | 0.24% | −800−4.5% | Reduced |
| Louisbourg Investments Inc. | 17,045 | $1.67M | 0.39% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 16,878 | $1.65M | 0.06% | −271−1.6% | Reduced |
| Laraway Financial Inc | 16,872 | $1.65M | 1.25% | −6,114−26.6% | Reduced |
| VisionPoint Advisory Group, LLC | 16,865 | $1.65M | 0.36% | +12,129+256.1% | Added |
| LSV Asset Management | 16,840 | $1.65M | 0.00% | −3,380−16.7% | Reduced |
| Neville Rodie & Shaw Inc | 16,839 | $1.65M | 0.12% | 00.0% | Unchanged |
| Papp L Roy & Associates | 16,826 | $1.65M | 0.20% | −200−1.2% | Reduced |
| Rossby Financial, LCC | 16,791 | $1.64M | 0.62% | +54+0.3% | Added |
| Fortis Group Advisors, LLC | 16,752 | $1.64M | 0.30% | −3,256−16.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 16,783 | $1.64M | 0.75% | −475−2.8% | Reduced |
| Cim Investment Mangement Inc | 16,736 | $1.64M | 0.31% | −73−0.4% | Reduced |
| Dillon & Associates Inc | 16,694 | $1.64M | 0.22% | +91+0.5% | Added |
| Aprio Wealth Management, LLC | 16,695 | $1.63M | 0.18% | +1,862+12.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 16,690 | $1.63M | 0.60% | +9+0.1% | Added |
| Archetype Wealth Partners | 16,676 | $1.63M | 0.23% | +424+2.6% | Added |
| Golden State Wealth Management, LLC | 16,664 | $1.63M | 0.20% | −317−1.9% | Reduced |
| Insight Advisors, LLC | 16,663 | $1.63M | 0.26% | −621−3.6% | Reduced |
| Gould Asset Management LLC | 16,654 | $1.63M | 0.32% | −265−1.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 16,475 | $1.62M | 0.32% | −2,114−11.4% | Reduced |
| Sheets Smith Wealth Management | 16,602 | $1.62M | 0.19% | −4,373−20.8% | Reduced |
| Beaumont Financial Advisors, LLC | 16,575 | $1.62M | 0.12% | +565+3.5% | Added |
| Eagle Global Advisors LLC | 16,568 | $1.62M | 0.07% | −2,119−11.3% | Reduced |
| Foundation Resource Management Inc | 16,547 | $1.62M | 0.25% | −20−0.1% | Reduced |
| Beacon Capital Management, LLC | 16,524 | $1.62M | 0.22% | +70+0.4% | Added |
| Enhancing Capital LLC | 16,500 | $1.61M | 1.23% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 16,908 | $1.60M | 0.57% | +257+1.5% | Added |
| Floyd Financial Group LLC | 16,283 | $1.60M | 1.48% | −1,561−8.7% | Reduced |
| Coordinated Financial Services, Inc. | 16,354 | $1.60M | 1.11% | +16,354 | New |
| United Bank | 16,344 | $1.60M | 0.19% | 00.0% | Unchanged |
| Norden Group LLC | 16,333 | $1.60M | 0.17% | −2,836−14.8% | Reduced |
| Crews Bank & Trust | 16,324 | $1.60M | 0.25% | +544+3.4% | Added |
| Perennial Investment Advisors, LLC | 16,309 | $1.59M | 0.15% | +225+1.4% | Added |
| Apex Wealth Management, LLC | 16,265 | $1.59M | 1.28% | +933+6.1% | Added |
| Wealth Management Partners, LLC | 16,002 | $1.59M | 0.56% | +132+0.8% | Added |
| Somerset Group LLC | 16,212 | $1.59M | 1.34% | +12,327+317.3% | Added |
| DT Investment Partners, LLC | 16,197 | $1.58M | 0.14% | −2,311−12.5% | Reduced |
| Mairs & Power Inc | 16,182 | $1.58M | 0.02% | +1,149+7.6% | Added |
| Silverlake Wealth Management LLC | 16,174 | $1.58M | 0.47% | +5,148+46.7% | Added |
| PFW Advisors LLC | 16,111 | $1.58M | 0.48% | −1,036−6.0% | Reduced |
| Hartford Financial Management Inc. | 16,110 | $1.58M | 0.43% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 16,110 | $1.58M | 0.14% | +1,515+10.4% | Added |
| TFB Advisors LLC | 16,080 | $1.57M | 0.41% | +389+2.5% | Added |
| Optas, LLC | 16,058 | $1.57M | 0.30% | −12,667−44.1% | Reduced |
| Armor Investment Advisors, LLC | 16,038 | $1.57M | 0.59% | −787−4.7% | Reduced |
| Crescent Sterling, Ltd. | 16,038 | $1.57M | 1.75% | −737−4.4% | Reduced |
| Cornerstone Enterprises, LLC | 16,037 | $1.57M | 0.84% | +31+0.2% | Added |
| TownSquare Capital, LLC | 16,036 | $1.57M | 0.15% | −145,726−90.1% | Reduced |
| Romano Brothers and Company | 16,000 | $1.56M | 0.19% | −672−4.0% | Reduced |
| Advanced Portfolio Management, LLC | 16,000 | $1.56M | 4.37% | +16,000 | New |
| Davis R M Inc | 15,999 | $1.56M | 0.03% | +377+2.4% | Added |
| Cowa, LLC | 15,933 | $1.56M | 0.59% | +1,216+8.3% | Added |
| Pacific Point Advisors, LLC | 15,938 | $1.56M | 0.84% | +238+1.5% | Added |
| IMS Capital Management | 15,916 | $1.56M | 0.73% | −1,521−8.7% | Reduced |
| Point72 Hong Kong Ltd | 15,869 | $1.55M | 0.11% | +15,869 | New |
| Legacy Capital Group California, Inc. | 15,865 | $1.55M | 0.43% | −7,885−33.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 15,848 | $1.55M | 0.11% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 15,827 | $1.55M | 0.54% | −4,192−20.9% | Reduced |
| Abbot Financial Management, Inc. | 15,766 | $1.54M | 0.71% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 15,763 | $1.54M | 0.11% | +2,016+14.7% | Added |
| Connecticut Wealth Management, LLC | 15,761 | $1.54M | 0.07% | +458+3.0% | Added |
| Secured Retirement Advisors, LLC | 15,722 | $1.54M | 0.92% | +396+2.6% | Added |
| Colton Groome Financial Advisors, LLC | 15,712 | $1.54M | 0.52% | +766+5.1% | Added |
| Fulcrum Equity Management | 15,693 | $1.53M | 1.58% | +243+1.6% | Added |
| Murphy Pohlad Asset Management LLC | 15,687 | $1.53M | 0.65% | −310−1.9% | Reduced |
| Garrett Wealth Advisory Group, LLC | 15,652 | $1.53M | 0.32% | +1,141+7.9% | Added |
| CRA Financial Services, LLC | 15,608 | $1.53M | 0.23% | +487+3.2% | Added |
| Bridgewealth Advisory Group, LLC | 15,564 | $1.52M | 0.39% | +15,564 | New |
| Fuller & Thaler Asset Management, Inc. | 15,530 | $1.52M | 0.01% | −40.0% | Reduced |
| MONECO Advisors, LLC | 15,482 | $1.51M | 0.14% | +456+3.0% | Added |
| Aventura Private Wealth, LLC | 15,461 | $1.51M | 0.65% | +6,696+76.4% | Added |
| Argus Investors' Counsel, Inc. | 15,448 | $1.51M | 1.07% | +4,384+39.6% | Added |
| Sunburst Financial Group, LLC | 15,440 | $1.51M | 0.34% | +549+3.7% | Added |
| Breakwater Capital Group | 15,435 | $1.51M | 0.25% | +55+0.4% | Added |
| Per Stirling Capital Management, LLC. | 15,419 | $1.51M | 0.20% | +225+1.5% | Added |
| Fearless Solutions, LLC dba Best Invest | 15,383 | $1.50M | 1.05% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 15,363 | $1.50M | 0.30% | +28+0.2% | Added |
| Summa Corp. | 15,320 | $1.50M | 0.78% | −742−4.6% | Reduced |
| Probity Advisors, Inc. | 15,258 | $1.49M | 0.26% | −702−4.4% | Reduced |
| Titleist Asset Management, LLC | 15,258 | $1.49M | 0.15% | −490−3.1% | Reduced |
| Mount Lucas Management LP | 15,205 | $1.49M | 0.71% | −2,375−13.5% | Reduced |
| Milestone Asset Management, LLC | 15,196 | $1.49M | 0.31% | −39,463−72.2% | Reduced |
| Compass Financial Group, INC | 15,194 | $1.49M | 0.24% | +163+1.1% | Added |
| Delap Wealth Advisory, LLC | 15,174 | $1.48M | 0.71% | −244−1.6% | Reduced |
| Curbstone Financial Management Corp | 15,168 | $1.48M | 0.30% | +490+3.3% | Added |
| Ullmann Financial Group, Inc. | 15,160 | $1.48M | 0.18% | −105−0.7% | Reduced |
| Augustine Asset Management Inc | 15,155 | $1.48M | 0.40% | +744+5.2% | Added |
| American Capital Advisory, LLC | 15,145 | $1.48M | 0.74% | +180+1.2% | Added |
| River Wealth Advisors LLC | 15,095 | $1.48M | 0.18% | +5,303+54.2% | Added |
| Wrapmanager Inc | 15,084 | $1.48M | 0.36% | +246+1.7% | Added |
| Jackson Wealth Management, LLC | 15,088 | $1.48M | 0.16% | −212−1.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 15,078 | $1.47M | 1.07% | −317−2.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 15,048 | $1.47M | 0.14% | −17,665−54.0% | Reduced |
| Atlas Capital Advisors LLC | 15,048 | $1.47M | 0.18% | −887−5.6% | Reduced |
| Fox Hill Wealth Management | 15,039 | $1.47M | 0.76% | −43−0.3% | Reduced |
| Bingham Private Wealth, LLC | 15,038 | $1.47M | 1.40% | +347+2.4% | Added |
| Bank of Jackson Hole Trust | 15,003 | $1.47M | 0.83% | +1,535+11.4% | Added |
| UBS Oconnor LLC | 15,000 | $1.47M | 0.04% | −15,000−50.0% | Reduced |