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 |
|---|---|---|---|---|---|
| Ironsides Asset Advisors, LLC | 5,760 | $593.6K | 0.15% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 5,767 | $594.0K | 0.06% | −5−0.1% | Reduced |
| Evermay Wealth Management LLC | 5,775 | $595.2K | 0.07% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 5,781 | $595.8K | 0.41% | +54+0.9% | Added |
| McRae Capital Management Inc | 5,792 | $596.9K | 0.12% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 5,800 | $597.8K | 0.10% | −4,199−42.0% | Reduced |
| Watershed Private Wealth LLC | 5,803 | $598.1K | 0.19% | −11−0.2% | Reduced |
| Michels Family Financial, LLC | 5,810 | $598.7K | 0.47% | +33+0.6% | Added |
| Kestra Investment Management, LLC | 5,819 | $599.7K | 0.02% | −14,706−71.6% | Reduced |
| Neo Ivy Capital Management | 5,820 | $599.8K | 0.15% | −26,632−82.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,822 | $600.1K | 0.45% | −434−6.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 5,849 | $601.7K | 0.45% | +395+7.2% | Added |
| Rooted Wealth Advisors, Inc. | 5,914 | $603.6K | 0.18% | +659+12.5% | Added |
| Curtis Advisory Group, LLC | 5,864 | $604.3K | 0.14% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 5,874 | $605.4K | 0.51% | −253−4.1% | Reduced |
| Hohimer Wealth Management, LLC | 5,885 | $606.5K | 0.08% | +823+16.3% | Added |
| Circle Wealth Management, LLC | 5,888 | $606.8K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 5,894 | $607.5K | 0.05% | +820+16.2% | Added |
| Garde Capital, Inc. | 5,899 | $608.0K | 0.03% | +515+9.6% | Added |
| Tributary Capital Management, LLC | 5,900 | $608.1K | 0.06% | −905−13.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 5,907 | $608.7K | 0.10% | +274+4.9% | Added |
| Encompass More Asset Management | 5,916 | $609.7K | 0.12% | −133−2.2% | Reduced |
| Pineridge Advisors LLC | 5,928 | $611.0K | 0.17% | −254−4.1% | Reduced |
| M. Kraus & Co | 5,929 | $611.0K | 0.17% | −155−2.5% | Reduced |
| Clark Asset Management, LLC | 5,931 | $611.2K | 0.07% | +1,944+48.8% | Added |
| Uhlmann Price Securities, LLC | 5,947 | $613.0K | 0.37% | +5,947 | New |
| Retirement Planning Group, LLC | 5,949 | $613.1K | 0.46% | +353+6.3% | Added |
| Everstar Asset Management, LLC | 5,950 | $613.2K | 0.35% | +10.0% | Added |
| First Affirmative Financial Network | 5,954 | $613.6K | 0.29% | −1,486−20.0% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 5,960 | $614.2K | 0.66% | +425+7.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 83,704 | $614.6K | 0.27% | +100.0% | Added |
| Hummer Financial Advisory Services Inc | 5,965 | $614.8K | 0.45% | −100−1.6% | Reduced |
| Optivise Advisory Services LLC | 5,975 | $615.7K | 0.37% | +1,036+21.0% | Added |
| Game Plan Financial Advisors, LLC | 5,978 | $616.1K | 0.26% | −836−12.3% | Reduced |
| Wedgewood Investors Inc | 5,979 | $616.2K | 0.68% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 5,987 | $617.0K | 0.20% | −60−1.0% | Reduced |
| Acorn Wealth Advisors, LLC | 5,993 | $617.7K | 0.19% | +1,968+48.9% | Added |
| Willow Creek Wealth Management Inc. | 5,995 | $617.8K | 0.05% | −78−1.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 6,000 | $618.0K | 0.01% | +1,171+24.2% | Added |
| Peregrine Asset Advisers, Inc. | 5,998 | $618.2K | 0.19% | +504+9.2% | Added |
| Seaside Wealth Management, Inc. | 5,998 | $618.2K | 0.18% | +19+0.3% | Added |
| Eight 31 Financial LLC | 6,000 | $618.4K | 0.35% | 00.0% | Unchanged |
| American National Bank of Texas | 6,000 | $618.4K | 0.58% | +6,000 | New |
| Northeast Financial Group, Inc. | 6,014 | $619.0K | 0.15% | +2,850+90.1% | Added |
| Planning Center, Inc. | 6,018 | $620.2K | 0.07% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 6,043 | $622.8K | 0.18% | −100−1.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 6,053 | $623.8K | 0.33% | +7+0.1% | Added |
| Main Street Group, LTD | 6,062 | $624.8K | 0.18% | −58−0.9% | Reduced |
| Magnolia Capital Management Ltd | 6,060 | $625.0K | 0.48% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,070 | $625.6K | 0.16% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 6,074 | $626.0K | 0.07% | +1,369+29.1% | Added |
| Poehling Capital Management, LLC | 6,077 | $626.3K | 0.13% | −100−1.6% | Reduced |
| Centerpoint Advisory Group | 6,091 | $627.7K | 0.49% | −30−0.5% | Reduced |
| Aua Capital Management, LLC | 6,102 | $628.9K | 0.35% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 6,106 | $629.3K | 0.12% | 00.0% | Unchanged |
| Gibson Capital, LLC | 6,119 | $630.6K | 0.12% | 00.0% | Unchanged |
| West Wealth Group, LLC | 5,787 | $631.0K | 0.14% | +552+10.5% | Added |
| Thrive Wealth Management, LLC | 6,139 | $632.7K | 0.10% | −224−3.5% | Reduced |
| Sittner & Nelson, LLC | 6,169 | $635.8K | 0.23% | +20.0% | Added |
| Keystone Wealth Services, LLC | 6,170 | $635.9K | 0.14% | +34+0.6% | Added |
| Fourth Dimension Wealth, LLC | 6,181 | $637.0K | 0.24% | +2,424+64.5% | Added |
| Vision Financial Markets LLC | 6,188 | $637.6K | 0.54% | −326−5.0% | Reduced |
| Goldstone Financial Group, LLC | 6,200 | $639.0K | 0.08% | +50+0.8% | Added |
| ORG Partners LLC | 6,217 | $640.9K | 0.12% | +381+6.5% | Added |
| Wingate Wealth Advisors, Inc. | 6,221 | $641.1K | 0.44% | +1,602+34.7% | Added |
| CAP Partners, LLC | 6,221 | $641.1K | 0.36% | +72+1.2% | Added |
| Montis Financial, LLC | 6,224 | $641.5K | 0.15% | −95−1.5% | Reduced |
| Shoker Investment Counsel, Inc. | 6,227 | $641.9K | 0.19% | +4+0.1% | Added |
| Partners in Financial Planning | 6,231 | $642.2K | 0.11% | 00.0% | Unchanged |
| Blossom Wealth Management | 6,249 | $644.0K | 1.04% | +35+0.6% | Added |
| Clearview Wealth Advisors LLC | 6,258 | $645.0K | 0.41% | −101−1.6% | Reduced |
| Souders Financial Advisors | 6,268 | $646.0K | 0.08% | +276+4.6% | Added |
| Schmidt P J Investment Management Inc | 6,271 | $646.3K | 0.11% | −6−0.1% | Reduced |
| LJI Wealth Management, LLC | 6,274 | $646.6K | 0.11% | −500−7.4% | Reduced |
| Opal Wealth Advisors, LLC | 6,276 | $646.8K | 0.18% | −794−11.2% | Reduced |
| Brian Low Financial Group, LLC | 6,279 | $647.1K | 0.50% | +1,612+34.5% | Added |
| AGH Wealth Advisors, LLC | 6,321 | $651.4K | 0.48% | +19+0.3% | Added |
| Samalin Investment Counsel, LLC | 6,331 | $652.4K | 0.23% | +119+1.9% | Added |
| Crux Wealth Advisors | 6,343 | $653.7K | 0.26% | +192+3.1% | Added |
| Global X Japan Co., Ltd. | 6,352 | $654.6K | 0.06% | +137+2.2% | Added |
| Astoria Portfolio Advisors LLC. | 6,370 | $655.4K | 0.17% | −5,877−48.0% | Reduced |
| Armstrong Henry H Associates Inc | 6,364 | $655.9K | 0.06% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 6,396 | $659.2K | 0.39% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 6,414 | $661.1K | 0.19% | −2,378−27.0% | Reduced |
| Palacios Wealth Management, LLC | 6,417 | $661.3K | 0.44% | −915−12.5% | Reduced |
| Allen Wealth Management, LLC | 6,419 | $661.5K | 0.45% | −100−1.5% | Reduced |
| Ogorek Anthony Joseph | 6,432 | $662.0K | 0.19% | +2,651+70.1% | Added |
| Moore Capital Management, LP | 6,427 | $662.4K | 0.01% | −32,569−83.5% | Reduced |
| Cypress Advisory Group LLC | 6,450 | $664.7K | 0.49% | −2,500−27.9% | Reduced |
| Sharp Financial Services, LLC | 6,458 | $665.6K | 0.36% | −840−11.5% | Reduced |
| Swisher Financial Concepts, Inc. | 6,473 | $667.1K | 0.40% | −595−8.4% | Reduced |
| Kraft, Davis & Associates, LLC | 6,502 | $667.5K | 0.16% | −42−0.6% | Reduced |
| Verum Partners LLC | 6,488 | $668.6K | 0.14% | −165−2.5% | Reduced |
| Parvin Asset Management, LLC | 6,491 | $669.0K | 0.59% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 6,502 | $670.1K | 0.33% | −250−3.7% | Reduced |
| Beta Wealth Group, Inc. | 6,506 | $670.6K | 0.26% | +96+1.5% | Added |
| Long Run Wealth Advisors, LLC | 6,507 | $670.6K | 0.13% | −98−1.5% | Reduced |
| Lodestone Wealth Management LLC | 6,520 | $671.9K | 0.30% | +83+1.3% | Added |
| GQG Partners LLC | 6,526 | $672.5K | 0.00% | −1,472−18.4% | Reduced |
| Live Oak Investment Partners | 6,542 | $674.2K | 0.45% | 00.0% | Unchanged |