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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 244,212 | $23.9M | 0.47% | +333+0.1% | Added |
| Montag A & Associates Inc | 242,169 | $23.7M | 1.15% | −7,042−2.8% | Reduced |
| Horizon Investments, LLC | 242,059 | $23.7M | 0.37% | +147,812+156.8% | Added |
| Synovus Financial Corp | 240,920 | $23.6M | 0.29% | −8,959−3.6% | Reduced |
| Nicola Wealth Management Ltd. | 240,200 | $23.5M | 2.20% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 239,607 | $23.4M | 0.84% | −5,835−2.4% | Reduced |
| Jefferies Financial Group Inc. | 238,825 | $23.4M | 0.39% | +188,446+374.1% | Added |
| Triglav Skladi, D.O.O. | 237,617 | $23.2M | 1.68% | −72,325−23.3% | Reduced |
| Hancock Whitney Corp | 235,644 | $23.0M | 0.44% | +7,992+3.5% | Added |
| Picton Mahoney Asset Management | 235,489 | $23.0M | 0.32% | −17,154−6.8% | Reduced |
| Capital Analysts, LLC | 235,069 | $23.0M | 0.77% | −4,656−1.9% | Reduced |
| Farther Finance Advisors, LLC | 235,000 | $23.0M | 0.46% | +5,689+2.5% | Added |
| Patten & Patten Inc | 234,338 | $22.9M | 1.48% | −5,962−2.5% | Reduced |
| ExodusPoint Capital Management, LP | 233,866 | $22.9M | 0.28% | −64,943−21.7% | Reduced |
| Vise Technologies, Inc. | 230,740 | $22.6M | 0.93% | +230,740 | New |
| Parthenon LLC | 230,712 | $22.6M | 2.58% | −680−0.3% | Reduced |
| GF Fund Management Co. Ltd. | 229,948 | $22.5M | 0.45% | +87,071+60.9% | Added |
| Venturi Wealth Management, LLC | 228,984 | $22.4M | 1.11% | +701+0.3% | Added |
| Cutler Investment Counsel LLC | 228,693 | $22.4M | 2.49% | −585−0.3% | Reduced |
| BTC Capital Management, Inc. | 229,341 | $22.3M | 1.82% | −197−0.1% | Reduced |
| Louisiana State Employees Retirement System | 228,000 | $22.3M | 0.40% | −5,300−2.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 226,945 | $22.2M | 0.50% | +35,143+18.3% | Added |
| Gulf International Bank (UK) Ltd | 226,464 | $22.1M | 0.78% | −27,344−10.8% | Reduced |
| Securian Asset Management, Inc | 225,887 | $22.1M | 0.63% | −3,906−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 225,798 | $22.1M | 1.10% | −64,448−22.2% | Reduced |
| Nearwater Capital Markets, Ltd | 225,000 | $22.0M | 0.35% | −250,000−52.6% | Reduced |
| Itau Unibanco Holding S.A. | 221,351 | $21.6M | 0.82% | +201,605+1,021.0% | Added |
| Ritholtz Wealth Management | 219,958 | $21.5M | 0.47% | +17,749+8.8% | Added |
| EP Wealth Advisors, LLC | 219,435 | $21.5M | 0.14% | +36,732+20.1% | Added |
| Omers Administration Corp | 218,325 | $21.3M | 0.17% | −2,140,532−90.7% | Reduced |
| Advisors Capital Management, LLC | 217,911 | $21.3M | 0.29% | −1,877−0.9% | Reduced |
| Phoenix Holdings Ltd. | 216,838 | $21.2M | 0.28% | +1,105+0.5% | Added |
| Nemes Rush Group LLC | 216,674 | $21.2M | 2.31% | −41,636−16.1% | Reduced |
| Edge Wealth Management LLC | 216,360 | $21.2M | 4.08% | −3,237−1.5% | Reduced |
| Simmons Bank | 216,574 | $21.2M | 1.51% | −25,283−10.5% | Reduced |
| First Horizon Advisors, Inc. | 216,345 | $21.2M | 0.55% | −15,493−6.7% | Reduced |
| Miracle Mile Advisors, LLC | 214,318 | $21.0M | 0.35% | +12,811+6.4% | Added |
| Stonebridge Capital Advisors LLC | 214,197 | $20.9M | 1.59% | −1,426−0.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 213,501 | $20.9M | 1.07% | +1,005+0.5% | Added |
| Perfromance Wealth Partners, LLC | 212,779 | $20.8M | 0.67% | +2,470+1.2% | Added |
| Maryland State Retirement & Pension System | 211,266 | $20.7M | 0.45% | +8,142+4.0% | Added |
| Equitable Holdings, Inc. | 211,221 | $20.7M | 0.17% | +35,797+20.4% | Added |
| Metis Global Partners, LLC | 210,615 | $20.6M | 0.53% | −23,580−10.1% | Reduced |
| SCS Capital Management LLC | 210,366 | $20.6M | 0.23% | +156,899+293.5% | Added |
| Venture Visionary Partners LLC | 210,256 | $20.6M | 0.77% | +11,806+5.9% | Added |
| Bridgeway Capital Management, LLC | 210,111 | $20.5M | 0.49% | −9,130−4.2% | Reduced |
| Savant Capital, LLC | 208,962 | $20.4M | 0.15% | −4,007−1.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 207,647 | $20.3M | 0.46% | +61,063+41.7% | Added |
| Abner Herrman & Brock LLC | 207,616 | $20.3M | 2.27% | +200+0.1% | Added |
| Payden & Rygel | 206,700 | $20.2M | 1.67% | −42,800−17.2% | Reduced |
| Pinnacle Financial Partners Inc | 206,268 | $20.2M | 0.42% | +58,026+39.1% | Added |
| Modera Wealth Management, LLC | 203,566 | $19.9M | 0.25% | +1,331+0.7% | Added |
| New Mexico Educational Retirement Board | 202,879 | $19.8M | 0.65% | 00.0% | Unchanged |
| Simplex Trading, LLC | 202,277 | $19.8M | 0.53% | +143,462+243.9% | Added |
| Leavell Investment Management, Inc. | 201,564 | $19.7M | 0.88% | +6,607+3.4% | Added |
| CCM Investment Advisers LLC | 200,061 | $19.6M | 2.11% | +3,535+1.8% | Added |
| Bellecapital International Ltd. | 199,845 | $19.5M | 3.47% | −42,493−17.5% | Reduced |
| Arkadios Wealth Advisors | 199,539 | $19.5M | 0.59% | +26,455+15.3% | Added |
| WealthPlan Investment Management, LLC | 197,518 | $19.3M | 1.41% | +22,789+13.0% | Added |
| Voleon Capital Management LP | 197,179 | $19.3M | 1.06% | +2,899+1.5% | Added |
| Citizens Financial Group Inc | 196,430 | $19.2M | 0.31% | +5,507+2.9% | Added |
| Lynch & Associates | 195,843 | $19.1M | 3.86% | −6,682−3.3% | Reduced |
| JB Capital LLC | 195,806 | $19.1M | 0.93% | +2,859+1.5% | Added |
| Richard C. Young & CO., LTD. | 195,707 | $19.1M | 1.89% | +1,264+0.7% | Added |
| CSM Advisors, LLC | 195,630 | $19.1M | 0.56% | +3,175+1.6% | Added |
| Resources Investment Advisors, LLC. | 195,547 | $19.1M | 0.21% | −11,959−5.8% | Reduced |
| City Holding Co | 192,693 | $18.8M | 2.47% | +838+0.4% | Added |
| Stratos Wealth Partners, LTD. | 192,686 | $18.8M | 0.25% | +4,924+2.6% | Added |
| Fiduciary Group LLC | 192,168 | $18.8M | 1.77% | −2,334−1.2% | Reduced |
| Harvest Portfolios Group Inc. | 191,860 | $18.8M | 0.44% | −4,194−2.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 191,241 | $18.7M | 0.38% | +1,031+0.5% | Added |
| Allianz SE | 189,744 | $18.6M | 0.44% | +25,324+15.4% | Added |
| Whitener Capital Management, Inc. | 189,605 | $18.5M | 4.91% | −2,569−1.3% | Reduced |
| Trajan Wealth LLC | 189,221 | $18.5M | 0.90% | −32,220−14.6% | Reduced |
| First American Bank | 188,878 | $18.5M | 1.27% | +8,730+4.8% | Added |
| Generate Investment Management Ltd | 188,387 | $18.4M | 1.02% | −60,429−24.3% | Reduced |
| Thoroughbred Financial Services, LLC | 188,023 | $18.4M | 1.28% | −51,094−21.4% | Reduced |
| Generali Asset Management SPA SGR | 187,655 | $18.3M | 0.42% | +17,888+10.5% | Added |
| Wealthspire Advisors, LLC | 186,880 | $18.3M | 0.10% | +16,864+9.9% | Added |
| Franklin Street Advisors Inc | 186,880 | $18.3M | 1.13% | −14,757−7.3% | Reduced |
| Rowland & Co Investment Counsel | 186,819 | $18.3M | 3.77% | −2,211−1.2% | Reduced |
| RSM US Wealth Management LLC | 186,489 | $18.2M | 0.25% | +12,404+7.1% | Added |
| James Investment Research Inc | 184,359 | $18.0M | 2.14% | −3,573−1.9% | Reduced |
| PEAK6 LLC | 184,108 | $18.0M | 0.61% | +184,108 | New |
| Hartline Investment Corp | 183,849 | $18.0M | 2.04% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 182,657 | $17.9M | 1.63% | +270.0% | Added |
| St Germain D J Co Inc | 182,066 | $17.8M | 0.77% | +3,743+2.1% | Added |
| First American Trust, FSB | 182,044 | $17.8M | 1.42% | −2,396−1.3% | Reduced |
| Rokos Capital Management LLP | 181,177 | $17.7M | 0.30% | +181,177 | New |
| Level Four Advisory Services, LLC | 180,885 | $17.7M | 0.65% | +11,391+6.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 180,709 | $17.7M | 0.54% | +8,925+5.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 179,907 | $17.6M | 0.06% | −18,979−9.5% | Reduced |
| Dodge & Cox | 179,085 | $17.5M | 0.01% | −1,200−0.7% | Reduced |
| Erste Asset Management GmbH | 176,203 | $17.4M | 0.15% | +81,328+85.7% | Added |
| Colonial Trust Advisors | 177,561 | $17.4M | 1.43% | +1,386+0.8% | Added |
| Terry L. Blaker | 177,049 | $17.3M | 0.67% | −225−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 176,079 | $17.2M | 1.05% | +765+0.4% | Added |
| Oppenheimer Asset Management Inc. | 175,011 | $17.1M | 0.20% | −65,796−27.3% | Reduced |
| Saratoga Research & Investment Management | 174,900 | $17.1M | 0.92% | −227,831−56.6% | Reduced |
| CFO4Life Group, LLC | 174,617 | $17.1M | 2.67% | +2,813+1.6% | Added |