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 7 sales; 4,426 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
- 3,977
- +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
- 1,682 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Waterloo Capital, L.P. | 358,479 | $35.1M | 2.83% | +48,293+15.6% | Added |
| Choate Investment Advisors | 358,010 | $35.0M | 0.76% | +26,063+7.9% | Added |
| iA Global Asset Management Inc. | 357,145 | $34.9M | 0.53% | −55,440−13.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 353,243 | $34.5M | 1.24% | −7,100−2.0% | Reduced |
| Toroso Investments, LLC | 353,179 | $34.5M | 0.23% | −28,433−7.5% | Reduced |
| Wesbanco Bank Inc | 351,768 | $34.4M | 1.02% | +45,344+14.8% | Added |
| Novare Capital Management LLC | 349,959 | $34.2M | 2.78% | −3,946−1.1% | Reduced |
| Coleford Investment Management Ltd. | 347,795 | $34.0M | 8.78% | −1,535−0.4% | Reduced |
| Ieq Capital, LLC | 347,500 | $34.0M | 0.21% | +33,034+10.5% | Added |
| Twinbeech Capital LP | 342,884 | $33.5M | 0.76% | +21,827+6.8% | Added |
| NEOS Investment Management LLC | 342,820 | $33.5M | 0.41% | +54,326+18.8% | Added |
| Allworth Financial LP | 341,161 | $33.4M | 0.16% | +90,464+36.1% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 339,100 | $33.2M | 0.27% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 338,078 | $33.1M | 1.05% | −1360.0% | Reduced |
| Lockheed Martin Investment Management Co | 337,460 | $33.0M | 1.21% | +195,060+137.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 337,080 | $33.0M | 1.45% | +620+0.2% | Added |
| Apollon Wealth Management, LLC | 336,933 | $32.9M | 0.65% | +14,885+4.6% | Added |
| GW Henssler & Associates Ltd | 336,904 | $32.9M | 1.76% | −7,201−2.1% | Reduced |
| Main Street Research LLC | 335,746 | $32.8M | 2.04% | +322,903+2,514.2% | Added |
| Signature Estate & Investment Advisors LLC | 334,888 | $32.7M | 0.75% | −5,697−1.7% | Reduced |
| Verition Fund Management LLC | 328,965 | $32.2M | 0.19% | +29,196+9.7% | Added |
| Cullen Investment Group, Ltd. | 327,474 | $32.0M | 4.52% | +2,304+0.7% | Added |
| Atria Investments LLC | 327,071 | $32.0M | 0.38% | −15,012−4.4% | Reduced |
| Independent Advisor Alliance | 326,446 | $31.9M | 0.92% | −7,765−2.3% | Reduced |
| TCG Advisory Services, LLC | 322,928 | $31.6M | 1.10% | +1,041+0.3% | Added |
| Cornerstone Advisors, LLC | 322,900 | $31.6M | 1.08% | +4,500+1.4% | Added |
| Capital Investment Counsel, Inc | 316,801 | $31.0M | 4.12% | −2,150−0.7% | Reduced |
| Prudential PLC | 315,152 | $30.8M | 0.19% | +147,393+87.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 311,159 | $30.4M | 0.29% | +14,214+4.8% | Added |
| Bard Financial Services, Inc. | 309,095 | $30.2M | 3.61% | −3,100−1.0% | Reduced |
| Sonora Investment Management Group, LLC | 308,749 | $30.2M | 2.24% | −2,950−0.9% | Reduced |
| Empowered Funds, LLC | 307,989 | $30.1M | 0.34% | +57,848+23.1% | Added |
| Meeder Asset Management Inc | 306,203 | $29.9M | 1.84% | +1040.0% | Added |
| Destination Wealth Management | 305,830 | $29.9M | 0.88% | −8,182−2.6% | Reduced |
| Assetmark, Inc | 305,740 | $29.9M | 0.07% | +41,783+15.8% | Added |
| Asset Advisors Investment Management, LLC | 305,218 | $29.8M | 2.95% | −330−0.1% | Reduced |
| Willis Investment Counsel | 304,826 | $29.8M | 1.74% | +2,631+0.9% | Added |
| Warren Averett Asset Management, LLC | 304,463 | $29.8M | 0.33% | +2,980+1.0% | Added |
| Castle Hook Partners LP | 304,090 | $29.7M | 0.44% | −848,860−73.6% | Reduced |
| New Wave Wealth Advisors LLC | 301,602 | $29.5M | 12.53% | −3,178−1.0% | Reduced |
| Beck Mack & Oliver LLC | 300,707 | $29.4M | 0.56% | −4,919−1.6% | Reduced |
| Mizuho Securities USA LLC | 298,598 | $29.2M | 0.62% | +298,598 | New |
| First National Trust Co | 297,629 | $29.1M | 1.09% | −4,076−1.4% | Reduced |
| Brevan Howard Capital Management LP | 297,535 | $29.1M | 0.32% | +279,382+1,539.0% | Added |
| Community Trust & Investment Co | 296,702 | $29.0M | 1.68% | −8,935−2.9% | Reduced |
| Snowden Capital Advisors LLC | 294,537 | $28.8M | 0.85% | +3,000+1.0% | Added |
| J.W. Cole Advisors, Inc. | 293,750 | $28.7M | 0.61% | +124,350+73.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 293,098 | $28.7M | 0.84% | +40,376+16.0% | Added |
| Bollard Group LLC | 292,403 | $28.6M | 0.65% | +17,033+6.2% | Added |
| BancorpSouth Bank | 292,024 | $28.6M | 1.88% | −15,950−5.2% | Reduced |
| Investment Management Corp of Ontario | 290,778 | $28.4M | 0.41% | +54,486+23.1% | Added |
| Guggenheim Capital LLC | 290,151 | $28.4M | 0.23% | +64,999+28.9% | Added |
| Gotham Asset Management, LLC | 290,011 | $28.4M | 0.17% | +96,115+49.6% | Added |
| Atlantic Union Bankshares Corp | 288,902 | $28.2M | 0.64% | +238,888+477.6% | Added |
| Ceredex Value Advisors LLC | 285,912 | $28.0M | 0.60% | +31,210+12.3% | Added |
| Washington Trust Co | 284,999 | $27.9M | 0.99% | −6,460−2.2% | Reduced |
| GDS Wealth Management | 284,847 | $27.9M | 2.03% | +1,333+0.5% | Added |
| HM Payson & Co | 284,051 | $27.8M | 0.44% | +369+0.1% | Added |
| Vinva Investment Management Ltd | 284,538 | $27.7M | 0.74% | +63,601+28.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 281,905 | $27.6M | 2.91% | −448−0.2% | Reduced |
| Shelton Capital Management | 281,758 | $27.6M | 0.63% | −99,894−26.2% | Reduced |
| Exchange Traded Concepts, LLC | 281,162 | $27.5M | 0.35% | −15,007−5.1% | Reduced |
| Davidson Investment Advisors | 279,751 | $27.4M | 1.23% | −271,329−49.2% | Reduced |
| American National Bank | 279,596 | $27.3M | 2.80% | −4,042−1.4% | Reduced |
| Pensionmark Financial Group, LLC | 279,379 | $27.3M | 0.62% | −5,912−2.1% | Reduced |
| Kentucky Retirement Systems | 278,214 | $27.2M | 0.80% | −18,232−6.2% | Reduced |
| Absher Wealth Management, LLC | 275,274 | $26.9M | 3.34% | −3,525−1.3% | Reduced |
| Lathrop Investment Management Corp | 274,571 | $26.8M | 5.08% | −9,134−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 272,013 | $26.6M | 0.27% | +47,628+21.2% | Added |
| Atwood & Palmer Inc | 270,615 | $26.5M | 1.65% | +1,764+0.7% | Added |
| TCTC Holdings, LLC | 270,611 | $26.5M | 0.85% | −408−0.2% | Reduced |
| Paralel Advisors LLC | 270,000 | $26.4M | 1.07% | −225,000−45.5% | Reduced |
| Brookstone Capital Management | 264,912 | $25.9M | 0.34% | +15,718+6.3% | Added |
| Moors & Cabot, Inc. | 264,812 | $25.9M | 1.20% | −2,018−0.8% | Reduced |
| DJE Kapital AG | 265,051 | $25.9M | 0.63% | +7,587+2.9% | Added |
| Tompkins Financial Corp | 264,249 | $25.8M | 2.38% | −12,062−4.4% | Reduced |
| Westchester Capital Management, Inc. | 263,590 | $25.8M | 6.06% | −609−0.2% | Reduced |
| Marco Investment Management LLC | 262,563 | $25.7M | 2.14% | +1,743+0.7% | Added |
| Calamos Wealth Management LLC | 262,158 | $25.6M | 1.09% | +6,730+2.6% | Added |
| Axxcess Wealth Management, LLC | 260,959 | $25.5M | 0.61% | −28,008−9.7% | Reduced |
| Hartford Investment Management Co | 260,709 | $25.5M | 0.81% | −3,956−1.5% | Reduced |
| Polar Capital Holdings Plc | 260,650 | $25.5M | 0.13% | +6,900+2.7% | Added |
| South State Corp. | 257,563 | $25.2M | 1.10% | +6,271+2.5% | Added |
| Managed Asset Portfolios, LLC | 256,139 | $25.0M | 3.25% | −2,545−1.0% | Reduced |
| Park Avenue Securities LLC | 256,092 | $25.0M | 0.23% | +24,215+10.4% | Added |
| Temasek Holdings (Private) Ltd | 255,662 | $25.0M | 0.10% | −459,964−64.3% | Reduced |
| Artemis Investment Management LLP | 254,589 | $24.9M | 0.32% | −568,178−69.1% | Reduced |
| Segment Wealth Management, LLC | 254,283 | $24.9M | 1.58% | −5,049−1.9% | Reduced |
| First Nebraska Trust Co | 254,038 | $24.9M | 2.38% | −1,139−0.4% | Reduced |
| Merit Financial Group, LLC | 253,098 | $24.7M | 0.28% | +93,768+58.9% | Added |
| Vontobel Holding Ltd. | 253,017 | $24.7M | 0.08% | −37,525−12.9% | Reduced |
| Azimuth Capital Investment Management LLC | 252,138 | $24.7M | 0.92% | −18,578−6.9% | Reduced |
| Evelyn Partners Investment Management LLP | 251,721 | $24.6M | 0.75% | −8,556−3.3% | Reduced |
| Cadinha & Co LLC | 249,158 | $24.4M | 4.04% | +52,820+26.9% | Added |
| Summit Financial, LLC | 248,793 | $24.3M | 0.55% | +27,483+12.4% | Added |
| Stillwater Capital Advisors, LLC | 247,961 | $24.2M | 3.08% | −1,793−0.7% | Reduced |
| Lazard Asset Management LLC | 247,283 | $24.2M | 0.03% | −469,589−65.5% | Reduced |
| Two Sigma Advisers, LP | 246,799 | $24.1M | 0.05% | +246,799 | New |
| Bridgewater Associates, LP | 245,997 | $24.1M | 0.10% | −79,056−24.3% | Reduced |
| Norinchukin Bank, The | 244,653 | $23.9M | 0.36% | +18,609+8.2% | Added |