Skip to main content
Livermore
Livermore
ZHEN

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; 4,425 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, Q3 2025

Institutional positions in Walmart Inc. as of Sep 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
4,031
+120 vs. Q2 2025
Shares held
2.80B
+34.5M (+1.2%) vs. Q2 2025
Total value
$288.8B
+$18.8B (+6.9%) vs. Q2 2025
New holders
216
1,800 more added
Sold out
96
1,546 more reduced

65 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 4,031 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ3 2025: $288.8B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2025.

Institutions holding WMT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
One River Asset Management, LLC1$1030.00%+1New
Northwest Capital Management Inc4$3830.00%−399−99.0%Reduced
Chelsea Counsel Co4$4130.00%+4New
ROSS\JOHNSON & Associates LLC6$6180.01%00.0%Unchanged
Cornerstone Planning Group LLC26$7130.00%−2,858−99.1%Reduced
Bridge Generations Wealth Management LLC15$1.55K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd23$2.37K0.00%−3,050−99.3%Reduced
Advanced Portfolio Management, LLC24$2.47K0.01%−15,976−99.9%Reduced
Bare Financial Services, Inc24$2.47K0.00%+24New
E Fund Management (Hong Kong) Co., Ltd.27$2.78K0.00%+27New
Insight Financial Services30$3.09K0.00%00.0%Unchanged
Sumitomo Mitsui Financial Group, Inc.34$3.50K0.00%+34New
Investment Counsel Co of Nevada36$3.71K0.01%00.0%Unchanged
DecisionPoint Financial, LLC39$3.98K0.00%00.0%Unchanged
North Ridge Wealth Advisors, Inc.45$4.64K0.00%00.0%Unchanged
Navigoe, LLC51$5.00K0.00%+51New
Syntax Research, Inc.50$5.15K0.00%00.0%Unchanged
HFM Investment Advisors, LLC55$5.67K0.00%−7−11.3%Reduced
Friedenthal Financial60$6.13K0.00%+1+1.7%Added
Redwood Park Advisors LLC66$6.83K0.01%00.0%Unchanged
Alexis Investment Partners, LLC68$7.01K0.00%+68New
Fiduciary Advisors, Inc.72$7.42K0.01%00.0%Unchanged
Evergreen Private Wealth LLC73$7.57K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC82$8.45K0.01%00.0%Unchanged
PayPay Securities Corp84$8.62K0.31%+7+9.1%Added
Cornerstone National Bank & Trust Co84$8.66K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC87$8.97K0.00%00.0%Unchanged
Bellevue Asset Management, LLC87$9.03K0.00%00.0%Unchanged
Fairway Wealth LLC93$9.59K0.00%00.0%Unchanged
O'Brien Wealth Partners LLC95$9.79K0.00%+95New
Berbice Capital Management LLC100$10.3K0.01%00.0%Unchanged
Clayton Financial Group LLC100$10.3K0.01%+100New
Wells Financial Advisors INC119$12.3K0.02%00.0%Unchanged
Goodman Advisory Group, LLC120$12.4K0.00%00.0%Unchanged
Kerr Financial Planning Corp128$13.2K0.02%+128New
Seneschal Advisors, LLC136$14.0K0.01%+136New
First Pacific Financial138$14.3K0.00%00.0%Unchanged
Innovative Advisory Group, LLC161$16.6K0.01%00.0%Unchanged
Family Legacy Financial Solutions, LLC162$16.7K0.01%00.0%Unchanged
Westfuller Advisors, LLC163$16.8K0.01%+163New
ESL Trust Services, LLC171$17.6K0.00%+171New
Bear Mountain Capital, Inc.173$18.4K0.01%+2+1.2%Added
Comprehensive Financial Planning, Inc.181$18.7K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC183$18.9K0.01%+32+21.2%Added
Corundum Trust Company, INC197$20.3K0.04%+197New
Barrett & Company, Inc.204$21.0K0.01%00.0%Unchanged
Westend Capital Management, LLC208$21.4K0.01%+68+48.6%Added
Lipe & Dalton210$22.0K0.01%−200−48.8%Reduced
WFA of San Diego, LLC222$22.9K0.02%00.0%Unchanged
Park Square Financial Group, LLC228$23.5K0.10%−1,483−86.7%Reduced
Lummis Asset Management, LP234$24.1K0.02%00.0%Unchanged
Keystone Financial Group, Inc.242$24.9K0.01%00.0%Unchanged
Horizon Bancorp Inc247$25.0K0.01%00.0%Unchanged
Collier Financial246$25.3K0.02%+246New
Manitou Investment Management Ltd.255$26.3K0.00%00.0%Unchanged
POM Investment Strategies, LLC256$26.4K0.01%00.0%Unchanged
Access Investment Management LLC261$26.9K0.01%00.0%Unchanged
Your Advocates Ltd., LLP268$27.6K0.01%+268New
Morse Asset Management, Inc279$28.7K0.01%00.0%Unchanged
Copia Wealth Management281$29.0K0.02%00.0%Unchanged
Redmont Wealth Advisors LLC288$29.7K0.04%00.0%Unchanged
PMV Capital Advisers, LLC300$30.9K0.06%−33−9.9%Reduced
Pingora Partners LLC300$30.9K0.02%00.0%Unchanged
Glass Jacobson Investment Advisors llc310$31.9K0.01%00.0%Unchanged
Anfield Capital Management, LLC314$32.4K0.01%−14,093−97.8%Reduced
Evolution Wealth Management Inc.318$32.8K0.03%−1,009−76.0%Reduced
Clal Insurance Enterprises Holdings Ltd316$33.0K0.00%−21−6.2%Reduced
Roble, Belko & Company, Inc322$33.0K0.00%+219+212.6%Added
Horizon Financial Services, LLC333$34.3K0.02%+23+7.4%Added
Chesapeake Asset Management LLC341$35.1K0.03%00.0%Unchanged
PFS Partners, LLC348$35.8K0.02%+28+8.8%Added
Battery Global Advisors, LLC357$36.8K0.02%00.0%Unchanged
Manning & Napier Advisors LLC375$38.6K0.00%+375New
Hoese & Co LLP405$41.7K0.03%00.0%Unchanged
Islay Capital Management, LLC450$46.4K0.03%00.0%Unchanged
Hara Capital LLC456$47.0K0.03%00.0%Unchanged
Matrix Trust Co456$47.0K0.01%+56+14.0%Added
Harbor Asset Planning, Inc.468$48.2K0.04%00.0%Unchanged
Team Financial Group, LLC483$49.8K0.02%+1+0.2%Added
Legacy Wealth Managment, LLC496$51.1K0.02%−9−1.8%Reduced
Turning Point Benefit Group, Inc.508$51.8K0.03%+508New
IAG Wealth Partners, LLC512$52.7K0.01%−200−28.1%Reduced
TruNorth Capital Management, LLC512$52.8K0.01%−57−10.0%Reduced
Longview Financial Advisors LLC519$53.5K0.03%00.0%Unchanged
Mascoma Wealth Management LLC545$56.2K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC549$56.6K0.02%00.0%Unchanged
Nexus Investment Management ULC555$57.2K0.01%−630−53.2%Reduced
Aquatic Capital Management LLC563$58.0K0.00%−577,807−99.9%Reduced
Financial Avengers, Inc.567$58.4K0.03%+1+0.2%Added
Ulland Investment Advisors, LLC585$60.0K0.05%00.0%Unchanged
Measured Wealth Private Client Group, LLC594$61.3K0.02%+594New
Clark Wealth Partners551$61.4K0.04%+43+8.5%Added
Finley Financial, LLC609$62.8K0.03%00.0%Unchanged
Aspect Partners, LLC629$64.8K0.03%−179−22.2%Reduced
LFA - Lugano Financial Advisors SA636$65.5K0.03%00.0%Unchanged
Perkins Coie Trust Co637$65.6K0.01%−475−42.7%Reduced
Signature Resources Capital Management, LLC648$66.8K0.04%−27−4.0%Reduced
JDM Financial Group LLC657$67.7K0.03%00.0%Unchanged
Retirement Wealth Solutions LLC678$69.9K0.05%+1+0.1%Added
Atlantic Private Wealth, LLC716$73.8K0.05%00.0%Unchanged