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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 138,696 | $13.6M | 0.34% | +8,127+6.2% | Added |
| Dynamic Advisor Solutions LLC | 138,526 | $13.5M | 0.42% | +816+0.6% | Added |
| Levin Capital Strategies, L.P. | 137,998 | $13.5M | 1.33% | −145−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 137,827 | $13.5M | 0.21% | −144−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 137,723 | $13.5M | 0.79% | +9,058+7.0% | Added |
| FRG Family Wealth Advisors LLC | 137,634 | $13.5M | 2.34% | −660−0.5% | Reduced |
| Perigon Wealth Management, LLC | 137,519 | $13.4M | 0.31% | −1,114−0.8% | Reduced |
| Nomura Holdings Inc | 134,308 | $13.1M | 0.11% | −82,909−38.2% | Reduced |
| Bryn Mawr Trust Co | 133,156 | $13.0M | 0.23% | −14,232−9.7% | Reduced |
| Monarch Capital Management Inc | 133,033 | $13.0M | 3.49% | −6,013−4.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 133,946 | $13.0M | 0.88% | +2,216+1.7% | Added |
| Valicenti Advisory Services Inc | 132,564 | $13.0M | 3.03% | −6,156−4.4% | Reduced |
| Guardian Partners Inc. | 133,625 | $12.9M | 1.16% | −5,035−3.6% | Reduced |
| AlTi Global, Inc. | 132,177 | $12.9M | 0.32% | −2,813−2.1% | Reduced |
| Invictus Private Wealth, LLC | 131,840 | $12.9M | 0.88% | −1,433−1.1% | Reduced |
| Crawford Investment Counsel Inc | 131,781 | $12.9M | 0.23% | −221,419−62.7% | Reduced |
| Primecap Management Co | 131,450 | $12.9M | 0.01% | +36,200+38.0% | Added |
| Liontrust Investment Partners LLP | 131,386 | $12.8M | 0.18% | −45,252−25.6% | Reduced |
| Greenleaf Trust | 130,996 | $12.8M | 0.11% | −4,057−3.0% | Reduced |
| King Wealth | 130,338 | $12.7M | 1.73% | +703+0.5% | Added |
| NBT Bank N A | 129,947 | $12.7M | 0.87% | −2,463−1.9% | Reduced |
| Walker Asset Management, LLC | 129,883 | $12.7M | 7.33% | +537+0.4% | Added |
| Boston Research & Management Inc | 129,461 | $12.7M | 2.99% | −1,893−1.4% | Reduced |
| Toth Financial Advisory Corp | 128,687 | $12.6M | 1.47% | −3,029−2.3% | Reduced |
| Voloridge Investment Management, LLC | 128,610 | $12.6M | 0.05% | +128,610 | New |
| GFS Advisors, LLC | 128,204 | $12.5M | 1.72% | +50.0% | Added |
| Sagespring Wealth Partners, LLC | 128,189 | $12.5M | 0.27% | +3,095+2.5% | Added |
| Global Retirement Partners, LLC | 128,050 | $12.5M | 0.31% | +128,050 | New |
| Lee Danner & Bass Inc | 128,011 | $12.5M | 0.97% | −1,820−1.4% | Reduced |
| Roundview Capital LLC | 126,614 | $12.4M | 0.83% | +2,408+1.9% | Added |
| Ancora Advisors, LLC | 126,136 | $12.3M | 0.26% | −5,243−4.0% | Reduced |
| Quadrant Capital Group LLC | 125,755 | $12.3M | 0.44% | +6,747+5.7% | Added |
| Ascent Wealth Partners, LLC | 125,697 | $12.3M | 1.52% | −3,660−2.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 125,634 | $12.3M | 1.02% | −1,053−0.8% | Reduced |
| JGP Wealth Management, LLC | 125,633 | $12.3M | 1.49% | +1,013+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 125,401 | $12.3M | 0.03% | +11,800+10.4% | Added |
| Hayek Kallen Investment Management | 124,655 | $12.2M | 4.15% | −319−0.3% | Reduced |
| Mutual Advisors, LLC | 124,832 | $12.2M | 0.30% | −1,939−1.5% | Reduced |
| Hudson Bay Capital Management LP | 123,573 | $12.1M | 0.08% | +115,469+1,424.8% | Added |
| Diversified Trust Co | 121,932 | $11.9M | 0.26% | −360.0% | Reduced |
| Ethic Inc. | 122,500 | $11.9M | 0.21% | +10,947+9.8% | Added |
| Everence Capital Management Inc | 121,850 | $11.9M | 0.77% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 121,086 | $11.8M | 3.86% | −536−0.4% | Reduced |
| WS Management LLLP | 120,977 | $11.8M | 2.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 120,915 | $11.8M | 0.78% | −179−0.1% | Reduced |
| IFP Advisors, Inc | 120,841 | $11.8M | 0.34% | +22,015+22.3% | Added |
| Community Financial Services Group, LLC | 120,608 | $11.8M | 2.35% | −447−0.4% | Reduced |
| Nwi Management LP | 120,000 | $11.7M | 1.08% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 119,513 | $11.7M | 0.19% | −2,887−2.4% | Reduced |
| Field & Main Bank | 118,721 | $11.6M | 3.78% | −690−0.6% | Reduced |
| Lyell Wealth Management, LP | 118,633 | $11.6M | 0.92% | +14,620+14.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 118,079 | $11.5M | 0.80% | −8,185−6.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 117,806 | $11.5M | 2.61% | −205−0.2% | Reduced |
| Connors Investor Services Inc | 117,740 | $11.5M | 1.02% | +113,540+2,703.3% | Added |
| Quadrature Capital Ltd | 117,650 | $11.5M | 0.20% | +117,650 | New |
| Laurel Wealth Advisors LLC | 117,472 | $11.5M | 1.72% | −353−0.3% | Reduced |
| Principal Securities, Inc. | 117,283 | $11.5M | 0.22% | +13,519+13.0% | Added |
| Investment House LLC | 117,003 | $11.4M | 0.58% | −450−0.4% | Reduced |
| Harrell Investment Partners, LLC | 116,913 | $11.4M | 2.90% | +12,139+11.6% | Added |
| Quantbot Technologies LP | 116,812 | $11.4M | 0.29% | +96,399+472.2% | Added |
| Boston Private Wealth LLC | 116,794 | $11.4M | 0.61% | +116,794 | New |
| Buck Wealth Strategies, LLC | 116,666 | $11.4M | 1.74% | +11,446+10.9% | Added |
| Csenge Advisory Group | 115,527 | $11.4M | 0.60% | +750+0.7% | Added |
| Carret Asset Management, LLC | 116,607 | $11.4M | 1.22% | −1,825−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 115,753 | $11.3M | 0.52% | +14,700+14.5% | Added |
| Associated Banc-Corp | 115,344 | $11.3M | 0.32% | −4,127−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 115,274 | $11.3M | 0.08% | +51,338+80.3% | Added |
| LGT Group Foundation | 115,188 | $11.3M | 0.14% | +52,168+82.8% | Added |
| Deltec Asset Management LLC | 115,017 | $11.2M | 2.01% | −3,576−3.0% | Reduced |
| Richard Bernstein Advisors LLC | 114,880 | $11.2M | 0.28% | −78−0.1% | Reduced |
| Wetherby Asset Management Inc | 114,774 | $11.2M | 0.50% | +114,774 | New |
| Summit Trail Advisors, LLC | 114,050 | $11.2M | 0.19% | +114,050 | New |
| SFMG, LLC | 113,841 | $11.1M | 0.84% | +564+0.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 113,246 | $11.1M | 3.52% | +12,029+11.9% | Added |
| Canal Capital Management, LLC | 113,156 | $11.1M | 1.74% | +2,348+2.1% | Added |
| Cinctive Capital Management LP | 113,149 | $11.1M | 0.62% | +113,149 | New |
| GAMMA Investing LLC | 112,781 | $11.0M | 0.70% | +22,341+24.7% | Added |
| Consolidated Planning Corp | 112,742 | $11.0M | 1.38% | +1,081+1.0% | Added |
| Legacy Private Trust Co. | 112,343 | $11.0M | 0.71% | −745−0.7% | Reduced |
| RFG Advisory, LLC | 111,712 | $10.9M | 0.26% | +9,606+9.4% | Added |
| Strategic Blueprint, LLC | 111,017 | $10.9M | 0.53% | +14,182+14.6% | Added |
| Wedbush Securities Inc | 110,676 | $10.8M | 0.38% | −7,316−6.2% | Reduced |
| Caldwell Trust Co | 110,623 | $10.8M | 1.08% | +61+0.1% | Added |
| O'Brien Greene & Co. Inc | 110,434 | $10.8M | 3.53% | −5,106−4.4% | Reduced |
| Oakmont Corp | 110,397 | $10.8M | 1.89% | −398−0.4% | Reduced |
| Buckingham Strategic Partners | 110,385 | $10.8M | 0.14% | −6,041−5.2% | Reduced |
| Caliber Wealth Management, LLC | 110,177 | $10.8M | 1.16% | +4,368+4.1% | Added |
| Sigma Planning Corp | 109,942 | $10.8M | 0.32% | −6,705−5.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 109,146 | $10.7M | 4.38% | +832+0.8% | Added |
| Banque Cantonale Vaudoise | 108,562 | $10.6M | 0.43% | +8,873+8.9% | Added |
| Texas Yale Capital Corp. | 108,563 | $10.6M | 0.35% | +4,450+4.3% | Added |
| LMCG Investments, LLC | 108,337 | $10.6M | 0.66% | −4,014−3.6% | Reduced |
| Fundamentun, LLC | 107,672 | $10.5M | 0.48% | +1,306+1.2% | Added |
| Tower Research Capital LLC (TRC) | 107,447 | $10.5M | 0.28% | −21,839−16.9% | Reduced |
| Hodges Capital Management Inc. | 107,381 | $10.5M | 1.01% | −243−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 107,253 | $10.5M | 0.07% | +2,386+2.3% | Added |
| Baader Bank INC | 108,021 | $10.5M | 0.90% | −89,591−45.3% | Reduced |
| Pavion Blue Capital, LLC | 105,963 | $10.4M | 4.60% | −282−0.3% | Reduced |
| First Citizens Bank & Trust Co | 105,637 | $10.3M | 0.19% | −11,871−10.1% | Reduced |
| SeaTown Holdings Pte. Ltd. | 105,208 | $10.3M | 6.06% | −40,600−27.8% | Reduced |