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 |
|---|---|---|---|---|---|
| Monetta Financial Services Inc | 15,000 | $1.47M | 1.07% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 15,000 | $1.47M | 0.08% | +2,150+16.7% | Added |
| Tactive Advisors, LLC | 14,985 | $1.47M | 0.47% | +14,985 | New |
| Pallas Capital Advisors LLC | 14,891 | $1.46M | 0.06% | +1,149+8.4% | Added |
| W.H. Cornerstone Investments Inc. | 14,849 | $1.45M | 0.92% | +73+0.5% | Added |
| Lord & Richards Wealth Management, LLC | 14,847 | $1.45M | 1.52% | +1,765+13.5% | Added |
| Pin Oak Investment Advisors Inc | 16,537 | $1.45M | 1.23% | −100−0.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 14,748 | $1.45M | 0.04% | +1,287+9.6% | Added |
| Alta Wealth Advisors LLC | 14,834 | $1.45M | 0.68% | −16−0.1% | Reduced |
| Lake Street Financial LLC | 14,808 | $1.45M | 0.21% | +461+3.2% | Added |
| Embree Financial Group | 14,798 | $1.45M | 0.22% | +4,130+38.7% | Added |
| Schear Investment Advisers, LLC | 14,789 | $1.45M | 0.72% | +407+2.8% | Added |
| Lee Financial Co | 14,779 | $1.45M | 0.21% | +838+6.0% | Added |
| Boston Trust Walden Corp | 14,776 | $1.44M | 0.01% | −24−0.2% | Reduced |
| Element Wealth, LLC | 14,774 | $1.44M | 0.66% | +7,907+115.1% | Added |
| SOL Capital Management CO | 14,767 | $1.44M | 0.14% | −93−0.6% | Reduced |
| ORG Wealth Partners, LLC | 14,666 | $1.44M | 0.34% | −33,274−69.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 14,718 | $1.44M | 0.08% | +11+0.1% | Added |
| Leigh Baldwin & Co., LLC | 14,668 | $1.43M | 0.94% | +223+1.5% | Added |
| Traphagen Investment Advisors LLC | 14,617 | $1.43M | 0.14% | +1,219+9.1% | Added |
| Cypress Wealth Services, LLC | 14,606 | $1.43M | 0.26% | +458+3.2% | Added |
| Linscomb & Williams, Inc. | 14,599 | $1.43M | 0.07% | −3,074−17.4% | Reduced |
| Wimmer Associates 1, LLC | 14,574 | $1.43M | 0.73% | −112−0.8% | Reduced |
| Virtus Investment Advisers, Inc. | 14,573 | $1.42M | 0.48% | −29−0.2% | Reduced |
| Axq Capital, LP | 14,567 | $1.42M | 0.46% | +14,567 | New |
| MSH Capital Advisors LLC | 14,562 | $1.42M | 0.41% | −285−1.9% | Reduced |
| Ellenbecker Investment Group | 14,514 | $1.42M | 0.23% | +347+2.4% | Added |
| Concentrum Wealth Management | 14,512 | $1.42M | 0.45% | +2,291+18.7% | Added |
| Maryland Capital Advisors Inc. | 14,487 | $1.42M | 0.56% | +9,666+200.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 14,438 | $1.41M | 0.82% | +534+3.8% | Added |
| Richards, Merrill & Peterson, Inc. | 14,433 | $1.41M | 0.67% | −118−0.8% | Reduced |
| Cape Ann Savings Bank | 14,431 | $1.41M | 0.84% | +1,097+8.2% | Added |
| Anfield Capital Management, LLC | 14,407 | $1.41M | 0.47% | 00.0% | Unchanged |
| LCNB Corp | 14,400 | $1.41M | 0.50% | −1,000−6.5% | Reduced |
| Maripau Wealth Management LLC | 14,369 | $1.41M | 0.71% | +1,185+9.0% | Added |
| Patriot Investment Management Inc. | 14,350 | $1.40M | 0.10% | +919+6.8% | Added |
| Byrne Asset Management LLC | 14,341 | $1.40M | 0.94% | −1,105−7.2% | Reduced |
| Cornerstone Advisory, LLC | 14,338 | $1.40M | 0.15% | −148−1.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 14,325 | $1.40M | 0.26% | +14,325 | New |
| Versant Capital Management, Inc | 14,315 | $1.40M | 0.21% | −1,845−11.4% | Reduced |
| ProVise Management Group, LLC | 14,301 | $1.40M | 0.11% | −1,039−6.8% | Reduced |
| Sawgrass Asset Management LLC | 14,298 | $1.40M | 0.16% | +14,298 | New |
| Solstein Capital, LLC | 14,284 | $1.40M | 0.72% | +13+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 14,268 | $1.40M | 0.13% | +946+7.1% | Added |
| Hartford Funds Management Co LLC | 14,246 | $1.39M | 0.12% | +1,436+11.2% | Added |
| Shell Asset Management Co | 14,240 | $1.39M | 0.05% | −10,620−42.7% | Reduced |
| Annex Advisory Services, LLC | 14,205 | $1.39M | 0.03% | −2,733−16.1% | Reduced |
| Impact Partnership Wealth, LLC | 14,177 | $1.39M | 0.26% | +1,807+14.6% | Added |
| Knollwood Investment Advisory, LLC | 14,157 | $1.38M | 0.13% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 14,123 | $1.38M | 0.95% | +14,123 | New |
| MBL Wealth, LLC | 14,082 | $1.38M | 0.13% | +484+3.6% | Added |
| Fortitude Advisory Group L.L.C. | 14,061 | $1.37M | 0.79% | +547+4.0% | Added |
| Blackston Financial Advisory Group, LLC | 14,058 | $1.37M | 0.86% | −196−1.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,039 | $1.37M | 0.55% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 14,028 | $1.37M | 2.38% | +422+3.1% | Added |
| Veracity Capital LLC | 14,015 | $1.37M | 0.48% | +38+0.3% | Added |
| Waterfront Wealth Inc. | 13,991 | $1.37M | 0.31% | −50.0% | Reduced |
| N.E.W. Advisory Services LLC | 13,932 | $1.36M | 0.13% | −15,064−52.0% | Reduced |
| Chapin Davis, Inc. | 13,904 | $1.36M | 0.38% | −687−4.7% | Reduced |
| Morris Retirement Advisors, LLC | 13,899 | $1.36M | 0.64% | −1,045−7.0% | Reduced |
| Wealth Management Associates, Inc. | 13,879 | $1.36M | 0.53% | −452−3.2% | Reduced |
| Castlekeep Investment Advisors LLC | 13,879 | $1.36M | 0.66% | +1,278+10.1% | Added |
| KPP Advisory Services LLC | 13,873 | $1.36M | 0.22% | −73−0.5% | Reduced |
| Jarislowsky, Fraser Ltd | 13,868 | $1.36M | 0.01% | −475−3.3% | Reduced |
| Wincap Financial LLC | 13,867 | $1.36M | 1.09% | −1,211−8.0% | Reduced |
| Summit Wealth Group LLC | 13,823 | $1.35M | 0.34% | +13,823 | New |
| Generation Capital Management LLC | 13,804 | $1.35M | 1.07% | +88+0.6% | Added |
| Worth Financial Advisory Group, LLC | 13,800 | $1.35M | 0.83% | +304+2.3% | Added |
| Crumly & Associates Inc. | 13,792 | $1.35M | 0.33% | −640−4.4% | Reduced |
| CORDA Investment Management, LLC. | 13,789 | $1.35M | 0.10% | −1,232−8.2% | Reduced |
| LOM Asset Management Ltd | 13,745 | $1.34M | 0.45% | +13,745 | New |
| Prentice Wealth Management LLC | 13,719 | $1.34M | 0.35% | −486−3.4% | Reduced |
| Clarus Group, Inc. | 13,696 | $1.34M | 0.49% | +448+3.4% | Added |
| Red Mountain Financial, LLC | 13,692 | $1.34M | 1.49% | +1,226+9.8% | Added |
| Cushing Capital Partners, LLC | 13,664 | $1.34M | 1.13% | −164−1.2% | Reduced |
| North Star Asset Management Inc | 13,660 | $1.34M | 0.06% | +1,159+9.3% | Added |
| Cercano Management LLC | 13,635 | $1.33M | 0.04% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 13,598 | $1.33M | 0.17% | +252+1.9% | Added |
| Camden National Bank | 13,573 | $1.33M | 0.19% | −632−4.4% | Reduced |
| Winthrop Capital Management, LLC | 13,569 | $1.33M | 0.34% | −2,763−16.9% | Reduced |
| Strategic Investment Advisors | 13,567 | $1.33M | 0.13% | +348+2.6% | Added |
| TrueWealth Advisors, LLC | 13,518 | $1.32M | 0.39% | +2,147+18.9% | Added |
| Corient IA LLC | 13,500 | $1.32M | 0.78% | 00.0% | Unchanged |
| Seven Mile Advisory | 13,498 | $1.32M | 0.79% | −44−0.3% | Reduced |
| Lakeshore Capital Group, Inc. | 13,480 | $1.32M | 1.17% | −1,460−9.8% | Reduced |
| Convergence Financial, LLC | 13,464 | $1.32M | 0.23% | +2,598+23.9% | Added |
| Semmax Financial Advisors Inc. | 12,682 | $1.32M | 0.34% | +707+5.9% | Added |
| WESPAC Advisors, LLC | 13,441 | $1.31M | 0.92% | 00.0% | Unchanged |
| Old North State Trust, LLC | 13,435 | $1.31M | 0.90% | −534−3.8% | Reduced |
| Aspiriant, LLC | 13,431 | $1.31M | 0.04% | −28−0.2% | Reduced |
| Gilman Hill Asset Management, LLC | 13,398 | $1.31M | 0.21% | +1,782+15.3% | Added |
| Proathlete Wealth Management LLC | 13,377 | $1.31M | 0.42% | +26+0.2% | Added |
| City State Bank | 13,338 | $1.30M | 0.41% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 13,322 | $1.30M | 0.62% | +367+2.8% | Added |
| Waycross Investment Management Co | 13,291 | $1.30M | 1.35% | 00.0% | Unchanged |
| W Advisors, LLC | 13,288 | $1.30M | 0.75% | −153−1.1% | Reduced |
| S.A. Mason LLC | 13,243 | $1.29M | 0.63% | +62+0.5% | Added |
| UMA Financial Services, Inc. | 13,205 | $1.29M | 0.20% | +1,234+10.3% | Added |
| InTrack Investment Management Inc | 13,190 | $1.29M | 0.87% | +202+1.6% | Added |
| Armstrong Advisory Group, Inc | 13,167 | $1.29M | 0.10% | −349−2.6% | Reduced |