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 |
|---|---|---|---|---|---|
| Arcus Capital Partners, LLC | 5,166 | $532.4K | 0.23% | +523+11.3% | Added |
| MBA Advisors LLC | 5,168 | $532.6K | 0.23% | −84−1.6% | Reduced |
| Ballew Advisors, Inc | 4,968 | $532.7K | 0.30% | +20.0% | Added |
| Baker Tilly Wealth Management, LLC | 5,169 | $532.7K | 0.12% | +508+10.9% | Added |
| Bluesphere Advisors, LLC | 5,170 | $532.9K | 0.24% | +10.0% | Added |
| Fidelity D & D Bancorp Inc | 5,193 | $535.2K | 0.30% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 5,200 | $535.9K | 0.34% | −612−10.5% | Reduced |
| Koss-Olinger Consulting, LLC | 5,502 | $538.0K | 0.04% | −132−2.3% | Reduced |
| Redwood Financial Network Corp | 5,224 | $538.4K | 0.34% | −32−0.6% | Reduced |
| Brown Financial Advisory | 5,226 | $538.6K | 0.28% | +471+9.9% | Added |
| Hardin Capital Partners, LLC | 5,235 | $539.5K | 0.29% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 5,236 | $539.6K | 0.17% | +23+0.4% | Added |
| Mokosak Advisory Group, LLC | 5,241 | $540.2K | 0.14% | −488−8.5% | Reduced |
| Motive Wealth Advisors | 5,246 | $540.7K | 0.23% | +39+0.7% | Added |
| Warburton Capital Management, LLC | 5,319 | $542.0K | 0.33% | +15+0.3% | Added |
| McDaniel Terry & Co | 5,262 | $542.3K | 0.04% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 5,264 | $542.5K | 0.55% | +5,264 | New |
| Bright Financial Advisors, Inc. | 5,268 | $542.9K | 0.27% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 5,253 | $544.7K | 0.11% | −5−0.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 5,292 | $545.4K | 0.05% | +3,101+141.5% | Added |
| Inspirion Wealth Advisors, LLC | 6,759 | $545.8K | 0.08% | +620+10.1% | Added |
| Lake Hills Wealth Management, LLC | 5,322 | $548.5K | 0.29% | +5,322 | New |
| Schrum Private Wealth Management LLC | 5,338 | $550.1K | 0.40% | +82+1.6% | Added |
| Pullen Investment Management, LLC | 5,339 | $550.2K | 0.30% | −4,633−46.5% | Reduced |
| Sendero Wealth Management, LLC | 5,342 | $550.6K | 0.06% | +416+8.4% | Added |
| Lockerman Financial Group, Inc. | 5,343 | $550.6K | 0.69% | −199−3.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 5,348 | $551.2K | 0.04% | −150−2.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 5,349 | $551.3K | 0.10% | +21+0.4% | Added |
| Longview Financial Advisors, Inc. | 5,350 | $551.4K | 0.39% | +8+0.1% | Added |
| Del-Sette Capital Management, LLC | 5,351 | $551.5K | 0.34% | +5,351 | New |
| Copley Financial Group, Inc. | 5,362 | $552.6K | 0.38% | −846−13.6% | Reduced |
| First County Bank | 5,362 | $552.6K | 0.28% | +45+0.8% | Added |
| Abel Hall, LLC | 5,368 | $553.2K | 0.22% | +396+8.0% | Added |
| Barnes Wealth Management Group, Inc | 5,396 | $556.1K | 0.31% | +50+0.9% | Added |
| BridgePort Financial Solutions, LLC | 5,398 | $556.3K | 0.15% | +5,398 | New |
| Wood Tarver Financial Group, LLC | 5,409 | $557.0K | 0.16% | −188−3.4% | Reduced |
| Trust Co of Kansas | 5,403 | $557.0K | 0.27% | +369+7.3% | Added |
| Topsail Wealth Management, LLC | 5,408 | $557.3K | 0.09% | +89+1.7% | Added |
| Bigelow Investment Advisors, LLC | 5,412 | $557.8K | 0.22% | +724+15.4% | Added |
| Meridian Financial Partners LLC | 5,428 | $558.5K | 0.23% | −50−0.9% | Reduced |
| Planned Solutions, Inc. | 5,429 | $559.5K | 0.19% | +20.0% | Added |
| Shotwell Rutter Baer Inc | 5,449 | $560.7K | 0.36% | 00.0% | Unchanged |
| Avion Wealth | 5,469 | $563.0K | 0.12% | +23+0.4% | Added |
| Meriwether Wealth & Planning, LLC | 5,464 | $563.1K | 0.33% | +16+0.3% | Added |
| Investment Partners Asset Management, Inc. | 5,464 | $563.1K | 0.37% | −100−1.8% | Reduced |
| Lecap Asset Management Ltd | 5,466 | $563.3K | 0.20% | +2,900+113.0% | Added |
| Channel Wealth LLC | 5,474 | $564.1K | 0.15% | +20.0% | Added |
| Claris Financial LLC | 5,479 | $564.7K | 0.32% | +941+20.7% | Added |
| RMG Wealth Management LLC | 5,283 | $564.9K | 0.08% | +600+12.8% | Added |
| R Squared Ltd | 5,486 | $565.4K | 0.24% | −6,972−56.0% | Reduced |
| Wealthstream Advisors, Inc. | 5,498 | $566.6K | 0.09% | +374+7.3% | Added |
| LeClair Wealth Partners LLC | 5,499 | $566.7K | 0.35% | +1,177+27.2% | Added |
| Goepper Burkhardt LLC | 5,501 | $566.9K | 0.19% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 5,507 | $567.6K | 0.20% | +817+17.4% | Added |
| A4 Wealth Advisors LLC | 5,516 | $568.5K | 0.48% | +5,516 | New |
| Collective Family Office LLC | 5,516 | $568.5K | 0.14% | −37−0.7% | Reduced |
| Centennial Wealth Advisory LLC | 5,518 | $568.7K | 0.16% | +333+6.4% | Added |
| Apriem Advisors | 5,521 | $569.0K | 0.05% | +215+4.1% | Added |
| FreeGulliver LLC | 5,545 | $571.5K | 0.26% | +2,987+116.8% | Added |
| Bay Capital Advisors, LLC | 5,547 | $571.6K | 0.37% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 5,547 | $571.7K | 0.15% | +1,494+36.9% | Added |
| Suncoast Equity Management | 5,552 | $572.2K | 0.06% | +938+20.3% | Added |
| Investment Advisory Group, LLC | 5,558 | $572.8K | 0.16% | +10.0% | Added |
| Gries Financial LLC | 5,564 | $573.5K | 0.09% | +1,590+40.0% | Added |
| American Institute for Advanced Investment Management, LLP | 5,565 | $573.5K | 0.38% | −320−5.4% | Reduced |
| Natural Investments, LLC | 5,572 | $574.0K | 0.14% | −1,574−22.0% | Reduced |
| Sicart Associates LLC | 5,573 | $574.4K | 0.16% | 00.0% | Unchanged |
| AXS Investments LLC | 5,577 | $574.8K | 0.18% | +1,456+35.3% | Added |
| Lauterbach Financial Advisors, LLC | 5,580 | $575.1K | 0.29% | −307−5.2% | Reduced |
| Darden Wealth Group Inc | 5,585 | $575.7K | 0.30% | −225−3.9% | Reduced |
| Planning Directions Inc | 5,587 | $575.8K | 0.30% | +211+3.9% | Added |
| Johnson & White Wealth Management, LLC | 5,593 | $576.4K | 0.26% | +10.0% | Added |
| Evolution Wealth Advisors, LLC | 5,593 | $576.4K | 0.08% | −100−1.8% | Reduced |
| Flywheel Private Wealth LLC | 5,597 | $576.8K | 0.45% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 5,599 | $577.0K | 0.27% | 00.0% | Unchanged |
| Strategic Planning, Inc. | 5,599 | $577.1K | 0.33% | +137+2.5% | Added |
| Whelan Financial | 5,601 | $577.2K | 0.18% | +425+8.2% | Added |
| Consilio Wealth Advisors, LLC | 5,613 | $578.5K | 0.19% | +194+3.6% | Added |
| Capital Advantage, Inc. | 5,620 | $579.2K | 0.09% | +10.0% | Added |
| STAR Financial Bank | 5,622 | $579.4K | 0.34% | +1,560+38.4% | Added |
| Basepoint Wealth LLC | 5,628 | $580.1K | 0.41% | +630+12.6% | Added |
| Stephens Consulting, LLC | 5,643 | $581.6K | 0.20% | −91−1.6% | Reduced |
| First National Corp | 5,706 | $581.8K | 0.11% | +2,558+81.3% | Added |
| Berkeley Capital Partners, LLC | 5,655 | $582.8K | 0.14% | +31+0.6% | Added |
| Legacy Advisory Services, LLC | 5,657 | $583.0K | 0.44% | +9+0.2% | Added |
| Bond & Devick Financial Network, Inc. | 5,662 | $583.5K | 0.18% | +21+0.4% | Added |
| Richmond Investment Services, LLC | 5,663 | $583.6K | 0.11% | −1,756−23.7% | Reduced |
| Ameriflex Group, Inc. | 5,666 | $583.9K | 0.22% | +1,973+53.4% | Added |
| Symphony Financial Services, Inc. | 5,674 | $584.8K | 0.31% | +34+0.6% | Added |
| Redwood Wealth Management Group, LLC | 5,677 | $585.1K | 0.25% | −370−6.1% | Reduced |
| Sage Capital Management, LLC | 5,678 | $585.2K | 0.26% | +4+0.1% | Added |
| Hemington Wealth Management | 5,695 | $586.0K | 0.08% | +99+1.8% | Added |
| Sage Rhino Capital LLC | 5,695 | $586.9K | 0.11% | −15−0.3% | Reduced |
| Commons Capital, LLC | 5,699 | $587.3K | 0.39% | −52−0.9% | Reduced |
| Partners Wealth Management, LLC | 5,705 | $587.9K | 0.58% | −1,419−19.9% | Reduced |
| Baldwin Brothers Inc | 5,705 | $588.0K | 0.04% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 5,734 | $591.0K | 0.20% | −3−0.1% | Reduced |
| Access Financial Services, Inc. | 5,747 | $592.3K | 0.21% | +6+0.1% | Added |
| SilverOak Wealth Management LLC | 5,754 | $593.0K | 0.10% | −144−2.4% | Reduced |
| Private Capital Management, LLC | 5,757 | $593.3K | 0.05% | +10.0% | Added |