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
- +119 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
- 97
- 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 | 4,468 | $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, 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 |
|---|---|---|---|---|---|
| Friday Financial | 6,545 | $674.5K | 0.28% | +186+2.9% | Added |
| Centerpoint Advisors, LLC | 6,546 | $675.0K | 0.21% | +129+2.0% | Added |
| Widmann Financial Services, Inc. | 6,555 | $675.5K | 0.42% | +10.0% | Added |
| Thompson Davis & Co., Inc. | 6,556 | $675.6K | 0.42% | −38,086−85.3% | Reduced |
| US Asset Management LLC | 6,556 | $675.7K | 0.56% | −69−1.0% | Reduced |
| Meredith Wealth Planning | 6,557 | $675.8K | 0.21% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 6,562 | $676.3K | 0.06% | −261−3.8% | Reduced |
| Apexium Financial, LP | 6,562 | $676.3K | 0.03% | +162+2.5% | Added |
| Investment Planning Advisors, Inc. | 6,566 | $676.7K | 0.21% | +2,496+61.3% | Added |
| Financial Insights, Inc. | 6,585 | $678.6K | 0.22% | −66−1.0% | Reduced |
| Liberty Wealth Management LLC | 6,594 | $679.5K | 0.10% | +233+3.7% | Added |
| Manske Wealth Management | 6,596 | $679.7K | 0.21% | −169−2.5% | Reduced |
| PKS Advisory Services, LLC | 6,602 | $680.4K | 0.16% | +359+5.8% | Added |
| Brogan Financial, Inc. | 6,615 | $681.8K | 0.29% | −199−2.9% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 6,624 | $682.0K | 0.23% | +26+0.4% | Added |
| Northern Oak Wealth Management Inc | 6,618 | $682.1K | 0.08% | −8−0.1% | Reduced |
| Wagner Wealth Management, LLC | 6,624 | $682.7K | 0.16% | +20.0% | Added |
| Omnia Family Wealth, LLC | 6,632 | $683.5K | 0.22% | −34−0.5% | Reduced |
| Arcataur Capital Management LLC | 6,633 | $683.6K | 0.20% | +632+10.5% | Added |
| CVFG LLC | 6,637 | $684.1K | 0.49% | −47−0.7% | Reduced |
| Fort Point Capital Partners LLC | 6,645 | $684.8K | 0.09% | −18,125−73.2% | Reduced |
| David J Yvars Group | 6,647 | $685.0K | 0.37% | +5+0.1% | Added |
| Strive Asset Management, LLC | 6,650 | $685.3K | 0.37% | −395−5.6% | Reduced |
| M3 Advisory Group, LLC | 6,657 | $686.1K | 0.43% | +158+2.4% | Added |
| Ballast Advisors LLC | 6,664 | $686.8K | 0.19% | +26+0.4% | Added |
| Rothschild Capital Partners, LLC | 6,670 | $687.4K | 0.16% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 6,686 | $689.1K | 0.16% | +195+3.0% | Added |
| Ninepoint Partners LP | 6,691 | $689.6K | 0.10% | −2,998−30.9% | Reduced |
| Silver Grove Financial Group, Inc. | 6,697 | $690.1K | 0.65% | +6,697 | New |
| Athena Investment Management | 6,705 | $691.0K | 0.36% | −2,142−24.2% | Reduced |
| Strategic Financial Services, Inc, | 6,710 | $691.5K | 0.03% | +175+2.7% | Added |
| Correct Capital Wealth Management | 6,711 | $691.6K | 0.13% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 6,733 | $693.9K | 0.13% | +214+3.3% | Added |
| Kaydan Wealth Management, Inc. | 6,740 | $694.6K | 0.20% | −11−0.2% | Reduced |
| Van Strum & Towne Inc. | 6,741 | $694.7K | 0.20% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 6,831 | $696.5K | 0.23% | +4,006+141.8% | Added |
| Pettinga Financial Advisors, LLC | 6,764 | $697.1K | 0.14% | +984+17.0% | Added |
| Flaharty Asset Management, LLC | 6,770 | $697.7K | 0.09% | −579−7.9% | Reduced |
| West Bancorporation Inc | 6,777 | $698.4K | 0.39% | −663−8.9% | Reduced |
| TPG Advisors LLC | 6,784 | $699.1K | 0.46% | +10.0% | Added |
| Alpha Omega Wealth Management LLC | 6,792 | $700.0K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 6,802 | $701.0K | 0.05% | +200+3.0% | Added |
| Drucker Wealth 3.0, LLC | 6,803 | $701.1K | 0.12% | +72+1.1% | Added |
| Ridgecrest Wealth Partners, LLC | 6,806 | $701.4K | 0.32% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 6,809 | $701.8K | 0.26% | −343−4.8% | Reduced |
| Wall Street Financial Group, Inc. | 6,811 | $702.0K | 0.52% | +3,504+106.0% | Added |
| Grant Private Wealth Management Inc | 6,834 | $704.3K | 0.43% | +3,966+138.3% | Added |
| Oakwell Private Wealth Management, LLC | 6,837 | $704.6K | 0.14% | −151−2.2% | Reduced |
| Polymer Capital Management (US) LLC | 6,841 | $705.0K | 0.09% | +6,841 | New |
| RBA Wealth Management, LLC | 6,848 | $705.7K | 0.24% | −2,038−22.9% | Reduced |
| Zevin Asset Management LLC | 6,854 | $706.0K | 0.10% | −458−6.3% | Reduced |
| Hillsdale Investment Management Inc. | 6,867 | $707.7K | 0.02% | −21,080−75.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 6,869 | $707.9K | 0.21% | +586+9.3% | Added |
| Power Wealth Management LLC | 6,878 | $708.9K | 0.26% | −141−2.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 6,885 | $709.6K | 0.58% | +47+0.7% | Added |
| Milestones Private Investment Advisors LLC | 6,899 | $711.0K | 0.49% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 6,903 | $711.5K | 0.31% | +1,128+19.5% | Added |
| BCS Wealth Management | 6,909 | $712.0K | 0.16% | −2,174−23.9% | Reduced |
| All Terrain Financial Advisors, LLC | 6,913 | $712.5K | 0.23% | −978−12.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,919 | $713.1K | 0.01% | +334+5.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,951 | $716.4K | 0.14% | +2,779+66.6% | Added |
| Gentry Private Wealth, LLC | 6,954 | $716.7K | 0.50% | +298+4.5% | Added |
| Cannon Financial Strategists, Inc. | 6,969 | $718.2K | 0.10% | +102+1.5% | Added |
| Knightsbridge Asset Management, LLC | 6,977 | $719.1K | 0.12% | +2,939+72.8% | Added |
| Cascades Capital Asset Management, LLC | 6,983 | $719.6K | 0.32% | +162+2.4% | Added |
| Pinnacle Family Advisors, LLC | 6,999 | $721.3K | 0.31% | +361+5.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 7,012 | $722.7K | 0.07% | +360+5.4% | Added |
| Emergent Wealth Advisors, LLC | 7,014 | $722.9K | 0.42% | +20+0.3% | Added |
| Altus Wealth Group LLC | 7,015 | $723.0K | 0.30% | +17+0.2% | Added |
| MKT Advisors LLC | 7,092 | $723.1K | 0.27% | +18+0.3% | Added |
| Heritage Family Offices, LLP | 7,019 | $723.4K | 0.34% | +614+9.6% | Added |
| Accel Wealth Management | 7,019 | $723.4K | 0.21% | +84+1.2% | Added |
| Bernardo Wealth Planning LLC | 7,022 | $723.7K | 0.14% | +100+1.4% | Added |
| Financial Advisors Network, Inc. | 7,029 | $724.4K | 0.10% | −51−0.7% | Reduced |
| Holland Advisory Services, Inc. | 7,031 | $724.6K | 1.00% | +10.0% | Added |
| Triasima Portfolio Management inc. | 7,045 | $726.1K | 0.11% | +700+11.0% | Added |
| Paulson Wealth Management Inc. | 7,082 | $729.9K | 0.17% | −379−5.1% | Reduced |
| Vishria Bird Financial Group, LLC | 7,087 | $730.4K | 0.14% | +118+1.7% | Added |
| REDW Wealth LLC | 7,138 | $735.6K | 0.28% | −68−0.9% | Reduced |
| Auxano Advisors, LLC | 7,140 | $735.8K | 0.16% | +209+3.0% | Added |
| Terril Brothers, Inc. | 7,156 | $737.5K | 0.22% | −50−0.7% | Reduced |
| Strategic Wealth Designers | 7,167 | $738.7K | 0.06% | +7,167 | New |
| BlackDiamond Wealth Management Inc. | 7,170 | $738.9K | 0.40% | +37+0.5% | Added |
| Mainsail Asset Management, LLC | 7,179 | $739.9K | 0.32% | +7,179 | New |
| United Bank | 7,189 | $740.9K | 0.26% | 00.0% | Unchanged |
| Clear Street Markets LLC | 7,189 | $740.9K | 0.24% | +2,050+39.9% | Added |
| Grandfield & Dodd, LLC | 7,202 | $742.2K | 0.04% | +200+2.9% | Added |
| Cross Staff Investments Inc | 7,235 | $745.7K | 0.52% | +50+0.7% | Added |
| Vista Cima Wealth Management LLC | 7,239 | $746.1K | 0.62% | +4,621+176.5% | Added |
| Addison Advisors LLC | 7,254 | $747.6K | 0.17% | −134−1.8% | Reduced |
| J Hagan Capital, Inc. | 7,260 | $748.2K | 0.45% | +1,068+17.2% | Added |
| Dover Advisors, LLC | 7,265 | $748.7K | 0.30% | −360−4.7% | Reduced |
| Atticus Wealth Management, LLC | 7,287 | $751.0K | 0.19% | +1,285+21.4% | Added |
| Wedge Capital Management L L P | 7,290 | $751.3K | 0.01% | 00.0% | Unchanged |
| Betterment LLC | 7,294 | $752.0K | 0.00% | −255−3.4% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,298 | $752.1K | 0.06% | +60+0.8% | Added |
| Driehaus Capital Management LLC | 7,315 | $753.9K | 0.01% | 00.0% | Unchanged |
| Tufton Capital Management | 7,318 | $754.0K | 0.13% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 7,364 | $756.3K | 0.63% | −242−3.2% | Reduced |
| Creative Financial Designs Inc | 7,342 | $756.7K | 0.05% | +288+4.1% | Added |