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; 4,426 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
- 4,030
- +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
- 1,545 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 |
|---|---|---|---|---|---|
| Significant Wealth Partners LLC | 7,347 | $757.2K | 0.37% | +930+14.5% | Added |
| Collar Capital Management, LLC | 7,350 | $757.5K | 0.53% | −5−0.1% | Reduced |
| LifeWealth Investments, LLC | 7,374 | $760.0K | 0.12% | +811+12.4% | Added |
| Dominguez Wealth Management Solutions, Inc. | 7,375 | $760.1K | 0.48% | +404+5.8% | Added |
| CWC Advisors, LLC. | 7,383 | $760.9K | 0.37% | −80−1.1% | Reduced |
| PCG Asset Management, LLC | 7,400 | $762.6K | 0.61% | −250−3.3% | Reduced |
| Founders Capital Management, LLC | 7,440 | $766.8K | 0.12% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 7,450 | $767.8K | 0.22% | +486+7.0% | Added |
| Lee Johnson Capital Management, LLC | 7,453 | $768.1K | 0.26% | −39,760−84.2% | Reduced |
| Sovereign's Capital Management, LLC | 7,460 | $768.8K | 0.42% | +33+0.4% | Added |
| Lakeridge Wealth Management LLC | 7,463 | $769.1K | 0.34% | −234−3.0% | Reduced |
| Leelyn Smith, LLC | 7,464 | $769.3K | 0.12% | −219−2.9% | Reduced |
| Vision Capital Management, Inc. | 7,468 | $769.7K | 0.09% | +120+1.6% | Added |
| Kennedy Investment Group | 7,491 | $772.0K | 0.31% | +16+0.2% | Added |
| Kelly Lawrence W & Associates Inc | 7,500 | $773.0K | 0.19% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 7,500 | $773.0K | 0.35% | 00.0% | Unchanged |
| S&CO Inc | 7,512 | $774.0K | 0.05% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 7,524 | $775.4K | 0.09% | +6+0.1% | Added |
| L.M. Kohn & Company | 7,532 | $776.2K | 0.93% | −22,566−75.0% | Reduced |
| Essential Partners LLC | 7,544 | $777.4K | 0.26% | +5,683+305.4% | Added |
| West Paces Advisors Inc. | 7,544 | $777.5K | 0.15% | −391−4.9% | Reduced |
| Trilogy Capital Inc. | 7,546 | $777.7K | 0.04% | +72+1.0% | Added |
| Marex Group plc | 7,555 | $778.6K | 0.01% | +1,422+23.2% | Added |
| Mma Asset Management LLC | 7,570 | $780.2K | 0.26% | +4,140+120.7% | Added |
| Summitry LLC | 7,577 | $780.9K | 0.03% | +1,110+17.2% | Added |
| Maia Wealth LLC | 7,636 | $782.1K | 0.13% | −563−6.9% | Reduced |
| NCM Capital Management, LLC | 7,597 | $782.9K | 0.30% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7,606 | $783.9K | 0.21% | −70−0.9% | Reduced |
| BOS Asset Management, LLC | 7,618 | $785.1K | 0.22% | +64+0.8% | Added |
| First City Capital Management, Inc. | 7,623 | $785.6K | 0.42% | 00.0% | Unchanged |
| 25 LLC | 7,631 | $786.4K | 0.27% | +132+1.8% | Added |
| Outlook Wealth Advisors, LLC | 7,640 | $787.4K | 0.20% | +1,131+17.4% | Added |
| Sentinus, LLC | 7,645 | $787.9K | 0.17% | +1,671+28.0% | Added |
| Custom Index Systems, LLC | 7,646 | $788.0K | 0.23% | +2,005+35.5% | Added |
| Raleigh Capital Management Inc. | 7,647 | $788.1K | 0.30% | −743−8.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,656 | $789.0K | 0.12% | +200+2.7% | Added |
| Sovereign Financial Group, Inc. | 7,686 | $792.1K | 0.15% | +123+1.6% | Added |
| Invenio Wealth Partners LLC | 7,687 | $792.2K | 0.29% | +741+10.7% | Added |
| Williamson Legacy Group, LLC | 7,696 | $793.2K | 0.61% | −10,615−58.0% | Reduced |
| Hickory Point Bank & Trust | 7,706 | $794.2K | 0.59% | +100+1.3% | Added |
| Sweeney & Michel, LLC | 7,817 | $796.1K | 0.27% | +11+0.1% | Added |
| Nadler Financial Group, Inc. | 7,735 | $797.2K | 0.08% | +21+0.3% | Added |
| Sherman Asset Management, Inc. | 7,743 | $798.0K | 0.69% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 7,747 | $798.4K | 0.49% | −20−0.3% | Reduced |
| Gemmer Asset Management LLC | 7,761 | $799.9K | 0.06% | +307+4.1% | Added |
| WealthTrust Axiom LLC | 7,770 | $800.8K | 0.21% | −1,550−16.6% | Reduced |
| bLong Financial, LLC | 7,797 | $803.6K | 0.56% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 7,800 | $803.9K | 0.05% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 7,817 | $805.6K | 0.16% | −19−0.2% | Reduced |
| McGowan Group Asset Management, Inc. | 7,825 | $806.5K | 0.10% | −2,039−20.7% | Reduced |
| Victory Financial Group, LLC | 7,828 | $806.7K | 0.11% | −1,801−18.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,830 | $806.9K | 0.03% | −134−1.7% | Reduced |
| Evanson Asset Management, LLC | 7,846 | $808.6K | 0.05% | +10.0% | Added |
| Watchman Group, Inc. | 7,849 | $809.0K | 0.20% | +48+0.6% | Added |
| State of Wyoming | 7,855 | $809.5K | 0.09% | −4,322−35.5% | Reduced |
| Balboa Wealth Partners | 7,861 | $810.2K | 0.14% | −47−0.6% | Reduced |
| Jacksonville Wealth Management, LLC | 7,867 | $810.8K | 0.60% | −242−3.0% | Reduced |
| Fusion Capital, LLC | 8,019 | $811.3K | 0.24% | −77−1.0% | Reduced |
| Perissos Private Wealth Management, LLC | 7,873 | $811.4K | 0.59% | +15+0.2% | Added |
| Ellsworth Advisors, LLC | 7,454 | $812.7K | 0.17% | +964+14.9% | Added |
| Traveka Wealth, LLC | 7,887 | $812.8K | 0.36% | +128+1.6% | Added |
| 1620 Investment Advisors, Inc. | 7,895 | $813.7K | 0.55% | −215−2.7% | Reduced |
| Phillips Financial Management, LLC | 7,917 | $815.9K | 0.05% | +439+5.9% | Added |
| Persium Advisors, LLC | 7,918 | $816.0K | 0.61% | +399+5.3% | Added |
| Van Cleef Asset Management,Inc | 7,922 | $816.4K | 0.08% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 7,933 | $817.6K | 0.15% | +32+0.4% | Added |
| Carter Financial Group, INC. | 7,955 | $819.8K | 0.50% | −1,303−14.1% | Reduced |
| Olistico Wealth, LLC | 7,958 | $820.2K | 0.43% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 7,961 | $820.5K | 0.07% | +2,045+34.6% | Added |
| Vista Investment Partners II, LLC | 7,964 | $820.8K | 0.38% | −13−0.2% | Reduced |
| Ruggaard & Associates LLC | 7,965 | $820.9K | 0.31% | −63−0.8% | Reduced |
| Eagle Bay Advisors LLC | 7,976 | $822.0K | 0.65% | −339−4.1% | Reduced |
| Rede Wealth, LLC | 7,976 | $822.0K | 0.65% | +7,976 | New |
| Brass Tax Wealth Management, Inc | 7,977 | $822.1K | 0.14% | +553+7.4% | Added |
| Vicus Capital | 7,986 | $823.0K | 0.06% | −750−8.6% | Reduced |
| Signature Wealth Management Group | 7,992 | $823.7K | 0.32% | −1,703−17.6% | Reduced |
| Warwick Investment Management, Inc. | 7,993 | $823.8K | 0.14% | +234+3.0% | Added |
| Walker Financial Services, Inc. | 8,016 | $826.1K | 0.32% | +10.0% | Added |
| Castleview Partners, LLC | 8,023 | $826.9K | 0.45% | −13−0.2% | Reduced |
| Balentine LLC | 8,048 | $829.4K | 0.03% | −46−0.6% | Reduced |
| Wexford Capital LP | 8,049 | $829.5K | 0.25% | −11,560−59.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 8,076 | $832.3K | 0.12% | −369−4.4% | Reduced |
| Wealthcare Capital Partners, LLC | 8,080 | $832.7K | 0.38% | −519−6.0% | Reduced |
| RIA Advisory Group LLC | 8,083 | $833.1K | 0.21% | −434−5.1% | Reduced |
| New England Capital Financial Advisors LLC | 8,084 | $833.2K | 0.35% | −34−0.4% | Reduced |
| Provenance Wealth Advisors, LLC | 8,087 | $833.4K | 0.11% | +10+0.1% | Added |
| New Covenant Trust Company, N.A. | 8,097 | $834.5K | 0.78% | −147−1.8% | Reduced |
| Parcion Private Wealth LLC | 8,105 | $835.3K | 0.05% | +4,543+127.5% | Added |
| Green Harvest Asset Management LLC | 8,109 | $835.7K | 0.01% | +1,088+15.5% | Added |
| OneAscent Family Office, LLC | 8,109 | $835.7K | 0.68% | −684−7.8% | Reduced |
| KW Wealth Management LLC | 8,129 | $837.9K | 1.43% | +8,129 | New |
| Hobart Private Capital, LLC | 8,137 | $838.6K | 0.18% | +253+3.2% | Added |
| Tudor Financial Inc. | 8,139 | $838.8K | 0.45% | −47−0.6% | Reduced |
| Northside Capital Management, LLC | 8,139 | $838.8K | 0.08% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 8,141 | $839.0K | 0.12% | +893+12.3% | Added |
| Flynn Zito Capital Management, LLC | 8,146 | $839.5K | 0.31% | +112+1.4% | Added |
| Oxford Financial Group Ltd | 8,148 | $839.7K | 0.05% | +1,087+15.4% | Added |
| Safeguard Investment Advisory Group, LLC | 8,159 | $840.9K | 0.21% | −1,354−14.2% | Reduced |
| Berry Wealth Group, LP | 8,165 | $841.4K | 2.75% | −50,359−86.0% | Reduced |
| Teamwork Financial Advisors, LLC | 8,170 | $842.0K | 0.09% | +1,268+18.4% | Added |