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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 173,943 | $17.0M | 0.90% | +5,086+3.0% | Added |
| LMG Wealth Partners, LLC | 173,434 | $17.0M | 3.48% | −1,570−0.9% | Reduced |
| Webster Bank, N. A. | 173,071 | $16.9M | 1.75% | −197−0.1% | Reduced |
| Clarity Financial LLC | 172,793 | $16.9M | 1.82% | +21,411+14.1% | Added |
| Union Bancaire Privee, UBP SA | 112,423 | $16.9M | 0.28% | −143,943−56.1% | Reduced |
| Eisler Capital Management Ltd. | 171,425 | $16.8M | 0.58% | −142,739−45.4% | Reduced |
| One Capital Management, LLC | 170,556 | $16.7M | 0.58% | +694+0.4% | Added |
| Segall Bryant & Hamill, LLC | 170,221 | $16.6M | 0.23% | −4,696−2.7% | Reduced |
| IHT Wealth Management, LLC | 170,153 | $16.6M | 0.46% | +7,098+4.4% | Added |
| Empirical Capital Management, LLC | 170,000 | $16.6M | 10.29% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 169,613 | $16.6M | 0.85% | +4,895+3.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 169,646 | $16.6M | 0.47% | −28,227−14.3% | Reduced |
| GHP Investment Advisors, Inc. | 168,340 | $16.5M | 0.73% | −3,413−2.0% | Reduced |
| Greystone Financial Group, LLC | 167,764 | $16.4M | 2.70% | −2,290−1.3% | Reduced |
| Trust Co of Vermont | 167,674 | $16.4M | 0.77% | −3,634−2.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 166,421 | $16.3M | 0.68% | +7,439+4.7% | Added |
| Cardinal Point Capital Management, ULC | 166,318 | $16.3M | 1.29% | −325−0.2% | Reduced |
| Adell Harriman & Carpenter Inc | 166,122 | $16.2M | 1.08% | +1,769+1.1% | Added |
| Callan Family Office, LLC | 165,672 | $16.2M | 0.51% | +94,648+133.3% | Added |
| Shelter Mutual Insurance Co | 165,666 | $16.2M | 3.76% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 164,696 | $16.1M | 0.36% | −8,693−5.0% | Reduced |
| Strategic Planning Group, LLC | 164,574 | $16.1M | 2.61% | +8,224+5.3% | Added |
| Atwater Malick LLC | 163,654 | $16.0M | 5.07% | −514−0.3% | Reduced |
| Allen Investment Management LLC | 163,464 | $16.0M | 0.17% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 163,001 | $15.9M | 0.47% | −53,926−24.9% | Reduced |
| Hamel Associates, Inc. | 162,944 | $15.9M | 5.40% | −2,804−1.7% | Reduced |
| FineMark National Bank & Trust | 162,703 | $15.9M | 0.54% | −6,477−3.8% | Reduced |
| American Assets Investment Management, LLC | 162,000 | $15.8M | 1.27% | 00.0% | Unchanged |
| TLW Wealth Management, LLC | 161,904 | $15.8M | 8.82% | +445+0.3% | Added |
| LS Investment Advisors, LLC | 161,885 | $15.8M | 2.31% | −1,466−0.9% | Reduced |
| New Age Alpha Advisors, LLC | 161,588 | $15.8M | 0.70% | +47,196+41.3% | Added |
| McGuire Investment Group, LLC | 161,376 | $15.8M | 2.02% | +6,730+4.4% | Added |
| Foundations Investment Advisors, LLC | 160,730 | $15.7M | 0.25% | +27,581+20.7% | Added |
| ARS Wealth Advisors Group, LLC | 160,155 | $15.7M | 1.81% | −3,530−2.2% | Reduced |
| We Are One Seven, LLC | 159,676 | $15.6M | 0.50% | +66,783+71.9% | Added |
| Physicians Financial Services, Inc. | 159,448 | $15.6M | 4.64% | −2,180−1.3% | Reduced |
| Cardinal Capital Management | 158,506 | $15.5M | 2.27% | −869−0.5% | Reduced |
| Gabelli Funds LLC | 157,970 | $15.4M | 0.11% | −130−0.1% | Reduced |
| Moran Wealth Management, LLC | 157,848 | $15.4M | 0.48% | −3,335−2.1% | Reduced |
| Massachusetts Financial Services Co | 157,408 | $15.4M | 0.00% | −206,423−56.7% | Reduced |
| MMBG Investment Advisors Co. | 157,381 | $15.4M | 1.53% | +27,560+21.2% | Added |
| Pittenger & Anderson Inc | 156,495 | $15.3M | 0.56% | +1,260+0.8% | Added |
| NewEdge Wealth, LLC | 148,161 | $15.3M | 0.24% | −14,171−8.7% | Reduced |
| Callahan Advisors, LLC | 155,545 | $15.2M | 1.37% | −17,067−9.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 155,386 | $15.2M | 2.71% | +615+0.4% | Added |
| RBF Capital, LLC | 155,322 | $15.2M | 0.75% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 155,073 | $15.2M | 0.30% | +6,643+4.5% | Added |
| Charter Trust Co | 154,957 | $15.2M | 0.97% | −3,634−2.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 154,710 | $15.1M | 0.53% | −5,304−3.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 154,670 | $15.1M | 3.37% | −1,841−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 154,178 | $15.1M | 0.18% | +12,404+8.7% | Added |
| Infusive Asset Management Inc. | 153,957 | $15.1M | 6.71% | −8,742−5.4% | Reduced |
| Red Door Wealth Management, LLC | 153,863 | $15.0M | 1.80% | +13,810+9.9% | Added |
| Independent Financial Group, LLC | 153,827 | $15.0M | 0.41% | +5,082+3.4% | Added |
| Fiduciary Trust Co | 153,254 | $15.0M | 0.18% | +5,936+4.0% | Added |
| Atria Wealth Solutions, Inc. | 152,906 | $15.0M | 0.34% | −117,238−43.4% | Reduced |
| Signaturefd, LLC | 152,335 | $14.9M | 0.25% | +3,326+2.2% | Added |
| Burney Co | 151,898 | $14.9M | 0.50% | −57,144−27.3% | Reduced |
| First Manhattan Co | 151,361 | $14.8M | 0.04% | +8,627+6.0% | Added |
| Griffin Asset Management, Inc. | 151,360 | $14.8M | 1.75% | −2,193−1.4% | Reduced |
| Two Sigma Investments, LP | 150,887 | $14.8M | 0.03% | +134,221+805.4% | Added |
| Heritage Trust Co | 150,742 | $14.7M | 1.70% | −1,793−1.2% | Reduced |
| Osborne Partners Capital Management, LLC | 150,524 | $14.7M | 0.78% | −351−0.2% | Reduced |
| Keb Asset Management, LLC | 149,970 | $14.7M | 3.65% | +130.0% | Added |
| Marble Harbor Investment Counsel, LLC | 149,585 | $14.6M | 1.59% | −1,737−1.1% | Reduced |
| Janney Capital Management LLC | 149,360 | $14.6M | 0.94% | −1,514−1.0% | Reduced |
| Valeo Financial Advisors, LLC | 148,130 | $14.5M | 0.36% | +4,979+3.5% | Added |
| Kinsale Capital Group, Inc. | 148,011 | $14.5M | 2.97% | +12,690+9.4% | Added |
| Meridian Wealth Management, LLC | 147,792 | $14.5M | 0.62% | −12,282−7.7% | Reduced |
| Coldstream Capital Management Inc | 147,843 | $14.5M | 0.24% | +13,370+9.9% | Added |
| Marietta Wealth Management, LLC | 147,791 | $14.5M | 1.88% | −2,888−1.9% | Reduced |
| Trustmark National Bank Trust Department | 147,427 | $14.4M | 1.00% | +795+0.5% | Added |
| Empirical Finance, LLC | 147,413 | $14.4M | 0.75% | +960+0.7% | Added |
| Motco | 145,941 | $14.3M | 1.37% | −936−0.6% | Reduced |
| Wesleyan Assurance Society | 146,250 | $14.3M | 0.93% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 145,930 | $14.3M | 0.71% | −850−0.6% | Reduced |
| WoodTrust Financial Corp | 145,467 | $14.2M | 1.98% | −95−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 144,753 | $14.2M | 0.54% | −937−0.6% | Reduced |
| Townsend & Associates, Inc | 144,877 | $14.1M | 1.40% | −14,828−9.3% | Reduced |
| Mattern Capital Management, LLC | 144,378 | $14.1M | 1.70% | +3,172+2.2% | Added |
| Barbara Oil Co. | 144,000 | $14.1M | 5.53% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 143,641 | $14.0M | 0.57% | −709−0.5% | Reduced |
| Ascent Group, LLC | 143,258 | $14.0M | 0.55% | +2,191+1.6% | Added |
| Auxier Asset Management | 143,061 | $14.0M | 2.05% | −1,170−0.8% | Reduced |
| Laffer Tengler Investments | 143,038 | $14.0M | 2.49% | −20,771−12.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 142,891 | $14.0M | 0.53% | +7,030+5.2% | Added |
| Capital Investment Advisors, LLC | 142,678 | $14.0M | 0.25% | +3,947+2.8% | Added |
| Nixon Peabody Trust Co | 142,199 | $13.9M | 1.08% | −2,059−1.4% | Reduced |
| Woodstock Corp | 142,185 | $13.9M | 1.28% | +230+0.2% | Added |
| Enclave Advisors LLC | 142,017 | $13.9M | 2.24% | +196+0.1% | Added |
| Longbow Finance SA | 141,639 | $13.8M | 1.48% | −30,380−17.7% | Reduced |
| Cypress Capital Group | 141,463 | $13.8M | 1.72% | +2,642+1.9% | Added |
| Jump Financial, LLC | 141,221 | $13.8M | 0.17% | +141,221 | New |
| Integrity Alliance, LLC. | 140,945 | $13.8M | 0.75% | −118,252−45.6% | Reduced |
| DuPont Capital Management Corp | 140,745 | $13.8M | 1.48% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 140,681 | $13.8M | 0.70% | +16,834+13.6% | Added |
| Spire Wealth Management | 140,278 | $13.7M | 0.49% | −8,742−5.9% | Reduced |
| Tritonpoint Wealth, LLC | 140,015 | $13.7M | 1.27% | −4,486−3.1% | Reduced |
| Caisse des Depots Et Consignations | 139,876 | $13.7M | 0.57% | +500+0.4% | Added |
| Sumitomo Life Insurance Co | 139,427 | $13.6M | 0.92% | +14,968+12.0% | Added |