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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Seed Wealth Management, Inc. | 4,635 | $477.7K | 0.33% | −3,120−40.2% | Reduced |
| Peak Asset Management, LLC | 4,640 | $478.2K | 0.08% | −820−15.0% | Reduced |
| Cypress Asset Management Inc | 4,641 | $478.3K | 0.11% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 4,642 | $478.4K | 0.09% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 4,647 | $478.9K | 0.07% | −157−3.3% | Reduced |
| GSG Advisors LLC | 4,702 | $479.4K | 0.13% | −119−2.5% | Reduced |
| Wealth Group Ltd | 4,655 | $479.7K | 0.11% | +60+1.3% | Added |
| Vantage Point Financial LLC | 4,655 | $479.8K | 0.19% | −30−0.6% | Reduced |
| Orion Investment Co | 4,656 | $479.8K | 0.15% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 4,661 | $480.4K | 0.18% | +21+0.5% | Added |
| Yarger Wealth Strategies, LLC | 4,673 | $481.6K | 0.22% | +774+19.9% | Added |
| Chancellor Financial Group WB LP | 4,673 | $481.6K | 0.34% | 00.0% | Unchanged |
| Avalon Trust Co | 4,681 | $482.4K | 0.03% | +75+1.6% | Added |
| Unique Wealth, LLC | 4,686 | $482.9K | 0.07% | −165−3.4% | Reduced |
| Atlas Wealth LLC | 4,689 | $483.2K | 0.16% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 4,690 | $483.3K | 0.20% | +20.0% | Added |
| Schoolcraft Capital LLC | 4,704 | $484.8K | 0.10% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 4,716 | $486.1K | 0.05% | +186+4.1% | Added |
| Amplius Wealth Advisors, LLC | 4,737 | $488.2K | 0.04% | −1,329−21.9% | Reduced |
| Tamar Securities, LLC | 4,746 | $489.1K | 0.06% | +75+1.6% | Added |
| TCFG Wealth Management, LLC | 4,750 | $489.5K | 0.19% | +297+6.7% | Added |
| Tradewinds Capital Management, LLC | 4,752 | $489.7K | 0.11% | +75+1.6% | Added |
| MPS Loria Financial Planners, LLC | 4,753 | $489.8K | 0.13% | +5+0.1% | Added |
| McClarren Financial Advisors, Inc. | 1,371 | $490.0K | 0.30% | −3,373−71.1% | Reduced |
| Vantage Financial Partners, LLC | 4,757 | $490.3K | 0.10% | +1,523+47.1% | Added |
| Firestone Capital Management | 4,761 | $490.7K | 0.11% | +37+0.8% | Added |
| GSB Wealth Management, LLC | 4,768 | $491.3K | 0.11% | −92−1.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 4,768 | $491.4K | 0.16% | +9+0.2% | Added |
| WPWealth LLP | 4,769 | $491.5K | 0.08% | −16−0.3% | Reduced |
| M.E. Allison & Co., Inc. | 4,770 | $491.6K | 0.34% | −37−0.8% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,784 | $493.1K | 0.30% | +35+0.7% | Added |
| Legacy Advisors, LLC | 4,786 | $493.2K | 0.06% | +4,786 | New |
| Aspen Grove Capital, LLC | 4,793 | $494.0K | 0.08% | −895−15.7% | Reduced |
| WJ Interests, LLC | 4,800 | $494.7K | 0.20% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 4,800 | $494.7K | 0.08% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 4,802 | $494.9K | 0.07% | +671+16.2% | Added |
| Principal Street Partners, LLC | 4,803 | $495.0K | 0.08% | −3,727−43.7% | Reduced |
| Eagle Strategies LLC | 4,807 | $495.4K | 0.07% | −291−5.7% | Reduced |
| Bullseye Investment Management, LLC | 5,646 | $495.7K | 0.30% | 00.0% | Unchanged |
| Verisail Partners, LLC | 4,836 | $498.4K | 0.21% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 4,840 | $498.8K | 0.06% | −73−1.5% | Reduced |
| Imprint Wealth LLC | 4,842 | $499.0K | 1.60% | +4,842 | New |
| Intelligent Financial Strategies | 4,845 | $499.3K | 0.24% | 00.0% | Unchanged |
| Trust Investment Advisors | 4,858 | $500.7K | 0.28% | +127+2.7% | Added |
| Capstone Wealth Management, LLC | 4,866 | $501.5K | 0.39% | +37+0.8% | Added |
| Avantra Family Wealth, Inc. | 4,874 | $502.3K | 0.38% | +74+1.5% | Added |
| Crescent Grove Advisors, LLC | 4,876 | $502.5K | 0.05% | +1,361+38.7% | Added |
| Rollins Financial Advisors, LLC | 4,877 | $502.6K | 0.08% | −248−4.8% | Reduced |
| VanderPol Investments L.L.C. | 4,740 | $503.2K | 0.98% | +3+0.1% | Added |
| Inman Jager Wealth Management, LLC | 4,892 | $504.2K | 0.32% | −425−8.0% | Reduced |
| Two West Capital Advisors LLC | 4,767 | $506.1K | 0.31% | +57+1.2% | Added |
| Campion Asset Management LLC | 4,912 | $506.2K | 0.36% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,916 | $506.6K | 0.02% | −240−4.7% | Reduced |
| Francis Financial, Inc. | 2,626 | $508.3K | 0.09% | +195+8.0% | Added |
| LeConte Wealth Management, LLC | 4,933 | $508.4K | 0.34% | +1,238+33.5% | Added |
| Tealwood Asset Management Inc | 4,938 | $509.0K | 0.21% | −762−13.4% | Reduced |
| Gordian Advisors LLC | 4,940 | $509.1K | 0.34% | +3+0.1% | Added |
| Pacitti Group Inc. | 4,945 | $509.6K | 0.20% | −95−1.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,950 | $510.1K | 0.25% | +5+0.1% | Added |
| Broadway Wealth Solutions, Inc. | 4,956 | $510.8K | 0.29% | +373+8.1% | Added |
| One Wealth Advisors, LLC | 4,963 | $511.5K | 0.06% | +28+0.6% | Added |
| Bravias Capital Group, LLC | 4,965 | $511.7K | 0.34% | +1,053+26.9% | Added |
| Aletheian Wealth Advisors LLC | 4,967 | $511.9K | 0.24% | −28−0.6% | Reduced |
| Worth Asset Management, LLC | 4,968 | $512.0K | 0.23% | −2,410−32.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,988 | $514.1K | 0.15% | −114−2.2% | Reduced |
| Wheelhouse Advisory Group LLC | 4,995 | $514.8K | 0.22% | −161−3.1% | Reduced |
| Affinity Capital Advisors, LLC | 5,063 | $514.9K | 0.08% | −3−0.1% | Reduced |
| Merrion Investment Management Co, LLC | 5,000 | $515.3K | 0.30% | 00.0% | Unchanged |
| RNC Capital Management LLC | 5,002 | $515.5K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5,015 | $516.8K | 0.21% | −176−3.4% | Reduced |
| Treasure Coast Financial Planning | 5,016 | $516.9K | 0.29% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 5,018 | $517.2K | 0.05% | −106−2.1% | Reduced |
| CLG LLC | 5,024 | $517.7K | 0.14% | +557+12.5% | Added |
| Caitong International Asset Management Co., Ltd | 5,025 | $517.9K | 0.36% | +5,007+27,816.7% | Added |
| Renaissance Investment Group LLC | 5,025 | $517.9K | 0.10% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 5,027 | $518.1K | 0.42% | 00.0% | Unchanged |
| Activest Wealth Management | 5,032 | $518.6K | 0.11% | +3,139+165.8% | Added |
| Johnson Financial Group, LLC | 5,043 | $519.7K | 0.05% | +2,806+125.4% | Added |
| Echo45 Advisors LLC | 5,061 | $521.6K | 0.31% | −123−2.4% | Reduced |
| Southland Equity Partners LLC | 5,064 | $521.9K | 0.11% | −27−0.5% | Reduced |
| VeraBank, N.A. | 5,071 | $522.6K | 0.10% | +508+11.1% | Added |
| Hiley Hunt Wealth Management | 5,077 | $523.2K | 0.25% | +10.0% | Added |
| Clarendon Private LLC | 5,086 | $524.2K | 0.48% | +1,146+29.1% | Added |
| Howe & Rusling Inc | 5,092 | $524.8K | 0.04% | +31+0.6% | Added |
| Nelson Capital Management, LLC | 5,093 | $524.9K | 0.06% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 5,093 | $524.9K | 0.02% | +10.0% | Added |
| Pine Haven Investment Counsel, Inc | 5,102 | $525.8K | 0.38% | +349+7.3% | Added |
| Burns J W & Co Inc | 5,104 | $526.0K | 0.06% | +29+0.6% | Added |
| SMART Wealth LLC | 5,105 | $526.2K | 0.20% | −14,386−73.8% | Reduced |
| Stordahl Capital Management, Inc. | 5,110 | $526.6K | 0.11% | −10.0% | Reduced |
| AdviceOne Advisory Services, LLC | 5,113 | $526.9K | 0.35% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 5,113 | $527.0K | 0.05% | −1,034−16.8% | Reduced |
| Horst & Graben Wealth Management LLC | 5,117 | $527.4K | 0.08% | +20.0% | Added |
| Birchcreek Wealth Management, LLC | 5,119 | $527.6K | 0.27% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,127 | $528.4K | 0.14% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 5,132 | $528.9K | 0.09% | +5,132 | New |
| Sylvest Advisors, LLC | 5,134 | $529.1K | 0.28% | −500−8.9% | Reduced |
| Western Pacific Wealth Management, LP | 5,142 | $529.9K | 0.52% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 5,145 | $530.2K | 0.04% | −6−0.1% | Reduced |
| Intrepid Financial Planning Group LLC | 5,151 | $530.9K | 0.20% | 00.0% | Unchanged |