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 |
|---|---|---|---|---|---|
| 626 Financial, LLC | 13,132 | $1.28M | 0.60% | +16+0.1% | Added |
| Asset Management Group, Inc. | 13,091 | $1.28M | 0.22% | +68+0.5% | Added |
| Atom Investors LP | 13,082 | $1.28M | 0.11% | +3,223+32.7% | Added |
| Guidance Capital, Inc | 12,964 | $1.28M | 0.36% | +99+0.8% | Added |
| Hendershot Investments Inc. | 13,033 | $1.27M | 0.17% | +139+1.1% | Added |
| LaSalle St. Investment Advisors, LLC | 13,020 | $1.27M | 0.35% | −910−6.5% | Reduced |
| Kidder Stephen W | 13,015 | $1.27M | 0.38% | −300−2.3% | Reduced |
| Legacy Financial Group, Inc. | 13,012 | $1.27M | 0.38% | −10,737−45.2% | Reduced |
| Sivia Capital Partners, LLC | 13,008 | $1.27M | 0.43% | +116+0.9% | Added |
| Seamount Financial Group Inc | 12,997 | $1.27M | 0.65% | +1,849+16.6% | Added |
| Quest Partners LLC | 12,994 | $1.27M | 0.12% | +5,527+74.0% | Added |
| Lazari Capital Management, Inc. | 12,956 | $1.27M | 0.48% | −33−0.3% | Reduced |
| CCG Wealth Management, LLC | 12,908 | $1.26M | 0.67% | +93+0.7% | Added |
| Capital & Planning, LLC | 12,903 | $1.26M | 0.86% | −683−5.0% | Reduced |
| Fortress Private Ledger, LLC | 12,902 | $1.26M | 0.57% | −364−2.7% | Reduced |
| InvesTrust | 12,894 | $1.26M | 0.49% | 00.0% | Unchanged |
| Hardy Reed LLC | 12,877 | $1.26M | 0.10% | +248+2.0% | Added |
| 4WEALTH Advisors, Inc. | 12,858 | $1.26M | 1.31% | −1,272−9.0% | Reduced |
| O'Rourke & Company, Inc | 12,824 | $1.25M | 0.59% | +14+0.1% | Added |
| Paladin Wealth, LLC | 12,786 | $1.25M | 0.97% | −410−3.1% | Reduced |
| MUFG Securities EMEA plc | 12,767 | $1.25M | 0.06% | +12,767 | New |
| Clear Creek Financial Management, LLC | 12,743 | $1.25M | 0.12% | +90+0.7% | Added |
| Hudock, Inc. | 12,682 | $1.24M | 0.20% | −90−0.7% | Reduced |
| Heck Capital Advisors, LLC | 12,677 | $1.24M | 0.11% | +3,695+41.1% | Added |
| Holcombe Financial, Inc. | 12,675 | $1.24M | 0.93% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 12,654 | $1.24M | 0.24% | +1,180+10.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 12,645 | $1.24M | 0.76% | −425−3.3% | Reduced |
| TSFG, LLC | 12,636 | $1.24M | 0.22% | +28+0.2% | Added |
| Smith Shellnut Wilson LLC | 12,639 | $1.24M | 0.54% | −1,832−12.7% | Reduced |
| Beacon Financial Advisory LLC | 12,627 | $1.23M | 0.32% | +259+2.1% | Added |
| Violich Capital Management, Inc. | 12,625 | $1.23M | 0.17% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 12,624 | $1.23M | 0.29% | −1,983−13.6% | Reduced |
| Tectonic Advisors LLC | 12,617 | $1.23M | 0.07% | −66−0.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 12,613 | $1.23M | 0.11% | +20+0.2% | Added |
| Pecaut & Co. | 12,613 | $1.23M | 0.41% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 12,609 | $1.23M | 0.16% | −10,293−44.9% | Reduced |
| Fort Sheridan Advisors LLC | 12,597 | $1.23M | 0.18% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 12,580 | $1.23M | 0.14% | −558−4.2% | Reduced |
| Virtue Capital Management, LLC | 12,565 | $1.23M | 0.23% | −10,786−46.2% | Reduced |
| 5T Wealth, LLC | 12,555 | $1.23M | 0.63% | −340−2.6% | Reduced |
| RW Investment Management LLC | 12,556 | $1.23M | 0.14% | +10+0.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 12,523 | $1.22M | 0.18% | +2,926+30.5% | Added |
| Peak Planning Group, LLC | 12,514 | $1.22M | 0.78% | −4,842−27.9% | Reduced |
| Triad Wealth Partners, LLC | 12,496 | $1.22M | 0.25% | +2,140+20.7% | Added |
| KFA Private Wealth Group, LLC | 12,484 | $1.22M | 0.38% | +6,005+92.7% | Added |
| Cary Street Partner Investment Advisory LLC | 12,474 | $1.22M | 0.59% | +1,097+9.6% | Added |
| Bay Rivers Group | 12,473 | $1.22M | 0.56% | +335+2.8% | Added |
| Graybill Bartz & Assoc Ltd | 12,461 | $1.22M | 0.40% | +185+1.5% | Added |
| R Squared Ltd | 12,458 | $1.22M | 0.67% | −92−0.7% | Reduced |
| EPG Wealth Management LLC | 12,450 | $1.22M | 0.37% | −828−6.2% | Reduced |
| Riverbend Wealth Management, LLC | 12,430 | $1.22M | 0.92% | +554+4.7% | Added |
| Family Management Corp | 12,398 | $1.21M | 0.18% | +7+0.1% | Added |
| Cromwell Holdings LLC | 12,383 | $1.21M | 0.73% | +436+3.6% | Added |
| Algert Global LLC | 12,372 | $1.21M | 0.03% | −653−5.0% | Reduced |
| Winch Advisory Services, LLC | 12,369 | $1.21M | 0.30% | +71+0.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 12,362 | $1.21M | 0.26% | +2,341+23.4% | Added |
| Transatlantique Private Wealth LLC | 12,354 | $1.21M | 0.44% | −3,996−24.4% | Reduced |
| Valley National Advisers Inc | 12,343 | $1.21M | 0.20% | +316+2.6% | Added |
| Reynders McVeigh Capital Management, LLC | 12,309 | $1.20M | 0.06% | −626−4.8% | Reduced |
| MN Wealth Advisors, LLC | 12,300 | $1.20M | 0.70% | +751+6.5% | Added |
| Childress Capital Advisors, LLC | 12,297 | $1.20M | 0.30% | +2,146+21.1% | Added |
| Mainstream Capital Management LLC | 12,284 | $1.20M | 0.87% | −61−0.5% | Reduced |
| Centennial Bank | 12,281 | $1.20M | 0.50% | +224+1.9% | Added |
| Investors Research Corp | 12,261 | $1.20M | 0.24% | +60.0% | Added |
| Greenfield Savings Bank | 12,234 | $1.20M | 0.54% | +141+1.2% | Added |
| Masso Torrence Wealth Management Inc. | 12,233 | $1.20M | 0.55% | −783−6.0% | Reduced |
| L.K. Benson & Company, P.C. | 12,225 | $1.20M | 0.73% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 11,832 | $1.19M | 0.60% | +1,900+19.1% | Added |
| AA Financial Advisors, LLC | 12,212 | $1.19M | 0.26% | −1,848−13.1% | Reduced |
| Good Steward Wealth Advisors,LLC | 12,207 | $1.19M | 0.94% | −1,670−12.0% | Reduced |
| South Plains Financial, Inc. | 12,202 | $1.19M | 0.84% | +595+5.1% | Added |
| Birch Hill Investment Advisors LLC | 12,192 | $1.19M | 0.05% | +955+8.5% | Added |
| Paragon Capital Management Ltd | 12,177 | $1.19M | 0.22% | 00.0% | Unchanged |
| State of Wyoming | 12,177 | $1.19M | 0.15% | +3,928+47.6% | Added |
| Pinnacle Holdings, LLC | 12,173 | $1.19M | 0.43% | +522+4.5% | Added |
| Prostatis Group LLC | 12,172 | $1.19M | 0.34% | −1,431−10.5% | Reduced |
| Eaton Financial Holdings Company, LLC | 12,159 | $1.19M | 0.37% | −5,849−32.5% | Reduced |
| Integrated Investment Consultants, LLC | 12,131 | $1.19M | 0.23% | −4,913−28.8% | Reduced |
| Hall Laurie J Trustee | 12,118 | $1.18M | 0.39% | +365+3.1% | Added |
| Arnhold LLC | 12,114 | $1.18M | 0.11% | 00.0% | Unchanged |
| First Financial Corp | 12,099 | $1.18M | 0.53% | −246−2.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 12,247 | $1.18M | 0.33% | +32+0.3% | Added |
| Steadtrust LLC | 12,049 | $1.18M | 0.93% | +12,049 | New |
| True North Advisors, LLC | 12,035 | $1.18M | 0.23% | +5,678+89.3% | Added |
| Cladis Investment Advisory, LLC | 12,030 | $1.18M | 0.74% | −14−0.1% | Reduced |
| Viawealth, LLC | 12,003 | $1.17M | 0.69% | −1,568−11.6% | Reduced |
| Tevis Investment Management | 11,939 | $1.17M | 0.75% | −3,439−22.4% | Reduced |
| KLCM Advisors, Inc. | 11,927 | $1.17M | 0.12% | −455−3.7% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 11,925 | $1.17M | 0.91% | −432−3.5% | Reduced |
| Howard Capital Management Group, LLC | 11,906 | $1.16M | 0.08% | 00.0% | Unchanged |
| BSW Wealth Partners | 11,903 | $1.16M | 0.16% | +40+0.3% | Added |
| Avondale Wealth Management | 11,900 | $1.16M | 0.65% | +750+6.7% | Added |
| Mainsail Financial Group, LLC | 12,186 | $1.16M | 0.54% | −21−0.2% | Reduced |
| Capital Markets Trading UK LLP | 11,875 | $1.16M | 1.32% | +4,443+59.8% | Added |
| Modus Advisors, LLC | 11,863 | $1.16M | 0.34% | +212+1.8% | Added |
| Pandora Wealth, Inc. | 11,826 | $1.16M | 0.71% | −450−3.7% | Reduced |
| LifePlan Financial, LLC | 11,794 | $1.15M | 0.96% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 11,768 | $1.15M | 0.41% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 11,758 | $1.15M | 0.10% | −127−1.1% | Reduced |
| DF Dent & Co Inc | 11,737 | $1.15M | 0.01% | −76−0.6% | Reduced |