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; 4,426 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
- 3,976
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| VestGen Advisors, LLC | 104,221 | $10.3M | 0.41% | +9,623+10.2% | Added |
| Canal Insurance CO | 105,000 | $10.3M | 2.30% | 00.0% | Unchanged |
| Denali Advisors LLC | 104,710 | $10.2M | 1.07% | −733−0.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 104,618 | $10.2M | 2.31% | −85−0.1% | Reduced |
| Investment Advisory Services Inc | 104,219 | $10.2M | 3.40% | +3,011+3.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 104,212 | $10.2M | 6.24% | −1,248−1.2% | Reduced |
| Rockland Trust Co | 104,174 | $10.2M | 0.50% | −4,671−4.3% | Reduced |
| F/M Investments LLC | 104,068 | $10.2M | 0.37% | −50,823−32.8% | Reduced |
| Simplicity Wealth,LLC | 103,810 | $10.2M | 0.42% | +47,035+82.8% | Added |
| Entropy Technologies, LP | 103,763 | $10.1M | 0.81% | +11,665+12.7% | Added |
| Hennessy Advisors Inc | 103,300 | $10.1M | 0.34% | +103,300 | New |
| Baker Chad R | 103,020 | $10.1M | 1.87% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 102,717 | $10.0M | 0.59% | −5,163−4.8% | Reduced |
| Congress Wealth Management LLC | 102,491 | $10.0M | 0.10% | +15,785+18.2% | Added |
| Grassi Investment Management | 101,722 | $9.95M | 0.79% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 101,463 | $9.92M | 0.56% | −58,491−36.6% | Reduced |
| CMT Capital Markets Trading GmbH | 101,000 | $9.88M | 4.75% | +78,963+358.3% | Added |
| Dakota Wealth Management | 100,877 | $9.86M | 0.21% | −2,824−2.7% | Reduced |
| Freestone Grove Partners LP | 100,331 | $9.81M | 0.07% | +100,331 | New |
| Coston, McIsaac & Partners | 100,349 | $9.81M | 2.54% | −1,761−1.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 100,280 | $9.81M | 0.58% | +100,280 | New |
| Kingdon Capital Management, L.L.C. | 100,000 | $9.78M | 1.89% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 100,343 | $9.78M | 0.73% | +3,165+3.3% | Added |
| Weik Capital Management | 99,843 | $9.76M | 3.86% | −1,007−1.0% | Reduced |
| Navellier & Associates Inc | 99,318 | $9.71M | 1.20% | +1,241+1.3% | Added |
| NBC Securities, Inc. | 99,290 | $9.71M | 0.79% | −5,385−5.1% | Reduced |
| Community Bank, N.A. | 99,220 | $9.70M | 1.28% | −8,005−7.5% | Reduced |
| Scissortail Wealth Management, LLC | 99,224 | $9.70M | 2.33% | +6,194+6.7% | Added |
| Asset Planning Services Inc | 98,860 | $9.67M | 4.44% | −270−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 98,801 | $9.66M | 0.32% | −1,172−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 98,725 | $9.65M | 0.71% | −2,726−2.7% | Reduced |
| Glen Eagle Advisors, LLC | 98,624 | $9.64M | 1.48% | −3,413−3.3% | Reduced |
| Meeder Advisory Services, Inc. | 98,623 | $9.64M | 0.50% | +8,001+8.8% | Added |
| Advanced Asset Management Advisors Inc | 98,441 | $9.63M | 2.60% | −36,998−27.3% | Reduced |
| Compagnie Lombard Odier SCmA | 98,308 | $9.61M | 0.13% | −41,598−29.7% | Reduced |
| Commerzbank Aktiengesellschaft | 98,093 | $9.59M | 0.22% | +32,295+49.1% | Added |
| IFG Advisory, LLC | 97,288 | $9.51M | 0.48% | −1,733−1.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 96,916 | $9.48M | 0.16% | −2,587−2.6% | Reduced |
| Bogart Wealth, LLC | 96,191 | $9.41M | 0.40% | +767+0.8% | Added |
| Freestone Capital Holdings, LLC | 95,987 | $9.39M | 0.32% | +1,129+1.2% | Added |
| PFG Investments, LLC | 95,941 | $9.38M | 0.55% | −5,073−5.0% | Reduced |
| MUFG Securities Americas Inc. | 95,754 | $9.36M | 0.80% | +18,964+24.7% | Added |
| Opus Investment Management Inc | 95,000 | $9.29M | 6.17% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 94,908 | $9.28M | 1.73% | −192−0.2% | Reduced |
| Proficio Capital Partners LLC | 94,555 | $9.25M | 0.58% | +3,644+4.0% | Added |
| Addenda Capital Inc. | 94,403 | $9.23M | 0.33% | −568−0.6% | Reduced |
| Core Alternative Capital | 94,357 | $9.23M | 2.52% | −5,635−5.6% | Reduced |
| Highland Capital Management, LLC | 94,319 | $9.22M | 0.50% | −7,467−7.3% | Reduced |
| First Interstate Bank | 93,887 | $9.18M | 0.54% | −1,703−1.8% | Reduced |
| National Asset Management, Inc. | 93,788 | $9.17M | 0.44% | −89,946−49.0% | Reduced |
| BKD Wealth Advisors, LLC | 93,629 | $9.15M | 0.20% | +30.0% | Added |
| Brighton Jones LLC | 93,514 | $9.14M | 0.25% | −538−0.6% | Reduced |
| Acropolis Investment Management, LLC | 93,267 | $9.12M | 0.50% | −238−0.3% | Reduced |
| Gladstone Institutional Advisory LLC | 93,261 | $9.12M | 0.38% | +11,532+14.1% | Added |
| Fiduciary Alliance LLC | 92,995 | $9.09M | 0.68% | +33,544+56.4% | Added |
| South Dakota Investment Council | 92,996 | $9.09M | 0.17% | −4,200−4.3% | Reduced |
| Point72 (DIFC) Ltd | 92,752 | $9.07M | 0.72% | +92,752 | New |
| Patton Albertson Miller Group, LLC | 92,376 | $9.03M | 1.19% | −478−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 91,492 | $8.95M | 2.13% | −2,246−2.4% | Reduced |
| Chickasaw Capital Management LLC | 91,395 | $8.94M | 0.35% | +144+0.2% | Added |
| Schnieders Capital Management LLC | 91,341 | $8.93M | 1.57% | +1,048+1.2% | Added |
| WCG Wealth Advisors LLC | 91,209 | $8.92M | 0.58% | +1,756+2.0% | Added |
| Change Path, LLC | 90,969 | $8.89M | 0.23% | +2,247+2.5% | Added |
| Busey Wealth Management | 90,824 | $8.88M | 0.27% | −3,548−3.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 90,562 | $8.86M | 3.34% | −4,295−4.5% | Reduced |
| YHB Investment Advisors, Inc. | 90,498 | $8.85M | 0.68% | +3,405+3.9% | Added |
| Hilltop Holdings Inc. | 90,324 | $8.83M | 0.57% | +8,486+10.4% | Added |
| Colonial Trust Co | 90,279 | $8.83M | 1.29% | −1,780−1.9% | Reduced |
| Constitution Capital LLC | 90,081 | $8.81M | 4.49% | −5,070−5.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 89,635 | $8.76M | 0.35% | −4,873−5.2% | Reduced |
| Coastal Bridge Advisors, LLC | 89,582 | $8.76M | 0.73% | −3,161−3.4% | Reduced |
| Baugh & Associates, LLC | 95,934 | $8.73M | 4.55% | −4,809−4.8% | Reduced |
| Berger Financial Group, Inc | 89,271 | $8.73M | 0.57% | −246−0.3% | Reduced |
| Sargent Investment Group, LLC | 84,429 | $8.73M | 1.18% | +1,354+1.6% | Added |
| Horrell Capital Management, Inc. | 89,213 | $8.72M | 3.55% | +2,091+2.4% | Added |
| TD Private Client Wealth LLC | 89,167 | $8.72M | 0.21% | +6,815+8.3% | Added |
| Walter & Keenan Financial Consulting Co | 88,796 | $8.68M | 2.52% | +1,040+1.2% | Added |
| Royal Fund Management, LLC | 88,588 | $8.67M | 0.92% | +16,018+22.1% | Added |
| United Capital Management of KS, Inc. | 88,390 | $8.64M | 1.35% | −852−1.0% | Reduced |
| Sterling Capital Management LLC | 88,002 | $8.60M | 0.12% | +21,579+32.5% | Added |
| Capital Investment Counsel, LLC | 87,981 | $8.60M | 1.33% | −8,161−8.5% | Reduced |
| Spring Capital Management, LLC | 87,493 | $8.56M | 4.51% | −519−0.6% | Reduced |
| Stock Yards Bank & Trust Co | 86,785 | $8.49M | 0.28% | +219+0.3% | Added |
| Bridges Investment Management Inc | 86,770 | $8.48M | 0.11% | −298−0.3% | Reduced |
| AlphaCore Capital LLC | 86,763 | $8.48M | 0.32% | +10,321+13.5% | Added |
| Gibraltar Capital Management, Inc. | 86,453 | $8.45M | 1.65% | +1,320+1.6% | Added |
| Tyche Wealth Partners LLC | 86,388 | $8.45M | 1.70% | +179+0.2% | Added |
| Financial Advisory Service, Inc. | 86,187 | $8.43M | 0.62% | +2,678+3.2% | Added |
| Annandale Capital, LLC | 86,147 | $8.42M | 1.55% | +10.0% | Added |
| Geneos Wealth Management Inc. | 86,035 | $8.41M | 0.21% | +20,101+30.5% | Added |
| Koshinski Asset Management, Inc. | 85,794 | $8.39M | 0.63% | +1,903+2.3% | Added |
| Oddo BHF Asset Management SAS | 85,683 | $8.38M | 0.32% | −3,713−4.2% | Reduced |
| Castleark Management LLC | 85,500 | $8.36M | 0.25% | −18,540−17.8% | Reduced |
| Rothschild Investment LLC | 85,407 | $8.35M | 0.52% | −314−0.4% | Reduced |
| GLOBALT Investments LLC | 85,349 | $8.35M | 0.32% | +6,474+8.2% | Added |
| Spirepoint Private Client, LLC | 85,347 | $8.35M | 0.94% | +2,779+3.4% | Added |
| Washington Trust Advisors, Inc. | 85,218 | $8.33M | 0.68% | +75+0.1% | Added |
| Northwest Bancshares, Inc. | 84,830 | $8.29M | 1.45% | −6,093−6.7% | Reduced |
| Alteri Wealth LLC | 84,695 | $8.28M | 3.21% | −1,837−2.1% | Reduced |
| Summit Financial Strategies, Inc. | 84,377 | $8.25M | 0.76% | −163−0.2% | Reduced |