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 |
|---|---|---|---|---|---|
| Capital Advisors Wealth Management, LLC | 8,175 | $842.5K | 0.12% | +75+0.9% | Added |
| Mechanics Financial Corp | 8,210 | $846.1K | 0.32% | +104+1.3% | Added |
| Sage Private Wealth Group, LLC | 8,212 | $846.3K | 0.47% | +298+3.8% | Added |
| Clay Northam Wealth Management, LLC | 8,214 | $846.5K | 0.48% | −450−5.2% | Reduced |
| Compass Ion Advisors, LLC | 8,219 | $847.0K | 0.08% | +243+3.0% | Added |
| McDonald Partners LLC | 8,223 | $847.2K | 0.25% | −20,337−71.2% | Reduced |
| TFR Capital, LLC. | 8,222 | $847.4K | 0.28% | +105+1.3% | Added |
| Richardson Financial Services Inc. | 8,227 | $847.9K | 0.53% | +293+3.7% | Added |
| Coign Capital Advisors LLC | 8,235 | $848.6K | 0.47% | +971+13.4% | Added |
| Guyasuta Investment Advisors Inc | 8,245 | $849.7K | 0.05% | −33−0.4% | Reduced |
| Precedent Wealth Partners, LLC | 8,246 | $849.8K | 0.19% | −178−2.1% | Reduced |
| Charter Research & Investment Group, Inc. | 8,262 | $851.5K | 0.59% | 00.0% | Unchanged |
| Gimbal Financial | 8,262 | $851.5K | 0.51% | +955+13.1% | Added |
| Commonwealth Retirement Investments LLC | 8,280 | $853.3K | 0.29% | +30.0% | Added |
| Medallion Wealth Advisors, LLC | 8,295 | $854.9K | 0.30% | +10.0% | Added |
| Intact Investment Management Inc. | 8,300 | $855.4K | 0.03% | −9,300−52.8% | Reduced |
| Shufro Rose & Co LLC | 9,747 | $855.7K | 0.07% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 8,329 | $858.4K | 0.11% | +649+8.5% | Added |
| Arkansas Financial Group, Inc. | 8,340 | $859.5K | 0.13% | −259−3.0% | Reduced |
| One Day In July LLC | 8,342 | $859.7K | 0.07% | +572+7.4% | Added |
| Truvestments Capital LLC | 8,346 | $860.1K | 0.16% | +754+9.9% | Added |
| Corsicana & Co. | 8,364 | $862.0K | 0.48% | +8,364 | New |
| Scratch Capital LLC | 8,372 | $862.8K | 0.57% | +498+6.3% | Added |
| Garden State Investment Advisory Services LLC | 8,383 | $863.6K | 0.22% | +6+0.1% | Added |
| Richard W. Paul & Associates, LLC | 8,385 | $864.2K | 0.29% | +86+1.0% | Added |
| Private Wealth Advisors | 8,388 | $864.5K | 0.33% | −579−6.5% | Reduced |
| Ami Investment Management Inc | 8,392 | $864.9K | 0.20% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 8,398 | $865.5K | 0.50% | −542−6.1% | Reduced |
| Cherokee Insurance Co | 8,400 | $865.7K | 0.37% | −2,100−20.0% | Reduced |
| BLB&B Advisors, LLC | 8,403 | $866.0K | 0.04% | −46−0.5% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 8,404 | $866.1K | 0.67% | −1,433−14.6% | Reduced |
| Ashton Thomas Securities, LLC | 8,405 | $866.2K | 0.12% | +1,299+18.3% | Added |
| Affinity Wealth Management LLC | 8,416 | $867.4K | 0.13% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 8,422 | $868.0K | 0.77% | −1,675−16.6% | Reduced |
| Koa Wealth Management, LLC | 8,426 | $868.4K | 0.64% | −352−4.0% | Reduced |
| YANKCOM Partnership | 8,433 | $869.1K | 0.39% | +43+0.5% | Added |
| Penserra Capital Management LLC | 8,455 | $870.0K | 0.01% | −459−5.1% | Reduced |
| Somerville Kurt F | 8,464 | $872.3K | 0.14% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 8,467 | $872.6K | 0.75% | +27+0.3% | Added |
| Apeiron RIA LLC | 8,556 | $873.7K | 0.20% | −1,910−18.2% | Reduced |
| Summit Wealth Group LLC | 5,465 | $874.0K | 0.12% | −8,358−60.5% | Reduced |
| Centurion Wealth Management LLC | 8,482 | $874.2K | 0.20% | +2,873+51.2% | Added |
| Fulton Breakefield Broenniman LLC | 8,495 | $875.4K | 0.06% | +271+3.3% | Added |
| Sterling Investment Advisors LLC | 8,511 | $877.2K | 0.43% | −444−5.0% | Reduced |
| Columbia Asset Management | 8,520 | $878.1K | 0.16% | −444−5.0% | Reduced |
| Kuhn & Co Investment Counsel | 8,538 | $879.9K | 0.70% | −96−1.1% | Reduced |
| Culbertson A N & Co Inc | 8,539 | $880.0K | 0.12% | −500−5.5% | Reduced |
| Braun-Bostich & Associates Inc. | 8,544 | $880.5K | 0.55% | +169+2.0% | Added |
| FSB Premier Wealth Management, Inc. | 8,551 | $881.3K | 0.29% | +20.0% | Added |
| Challenger Wealth Management | 8,573 | $883.6K | 0.69% | −111−1.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 8,577 | $884.0K | 0.27% | +1,053+14.0% | Added |
| Garrison Point Advisors, LLC | 8,587 | $885.0K | 0.37% | −84−1.0% | Reduced |
| First Business Financial Services, Inc. | 8,592 | $885.5K | 0.08% | −18−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,593 | $885.6K | 0.07% | +3,024+54.3% | Added |
| Heartwood Wealth Advisors LLC | 8,609 | $887.2K | 0.08% | +10.0% | Added |
| High Falls Advisors, Inc | 8,619 | $888.3K | 0.18% | +1,501+21.1% | Added |
| Renasant Bank | 8,622 | $888.6K | 0.56% | −500−5.5% | Reduced |
| Willner & Heller, LLC | 8,623 | $888.7K | 0.68% | +561+7.0% | Added |
| Advisory Resource Group | 8,651 | $891.6K | 0.16% | +9+0.1% | Added |
| Minot DeBlois Advisors LLC | 8,665 | $893.0K | 0.81% | −285−3.2% | Reduced |
| Davidson Trust Co | 8,691 | $895.7K | 0.37% | +823+10.5% | Added |
| Capital Square, LLC | 8,694 | $896.1K | 0.46% | +876+11.2% | Added |
| Crewe Advisors LLC | 8,720 | $898.7K | 0.09% | +740+9.3% | Added |
| Hazlett, Burt & Watson, Inc. | 8,750 | $901.0K | 0.32% | +2,189+33.4% | Added |
| Smart Money Group LLC | 8,745 | $901.3K | 0.27% | +116+1.3% | Added |
| First National Bank | 8,750 | $901.8K | 0.48% | −240−2.7% | Reduced |
| Hills Bank & Trust Co | 8,750 | $901.8K | 0.05% | −111−1.3% | Reduced |
| Sunflower Bank, N.A. | 8,756 | $902.4K | 0.22% | −214−2.4% | Reduced |
| Audent Global Asset Management, LLC | 8,758 | $902.6K | 0.66% | 00.0% | Unchanged |
| McLean Asset Management Corp | 8,793 | $903.0K | 0.19% | +278+3.3% | Added |
| von Borstel & Associates, Inc. | 8,818 | $903.0K | 0.14% | +8,818 | New |
| Aviso Wealth Management | 8,765 | $903.3K | 0.39% | +2,895+49.3% | Added |
| Bullock Wealth Management Group | 8,872 | $904.6K | 0.45% | −164−1.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 8,785 | $905.4K | 0.20% | −92−1.0% | Reduced |
| Wayfinding Financial, LLC | 8,810 | $907.0K | 0.39% | −14−0.2% | Reduced |
| NDVR, Inc. | 8,810 | $908.0K | 0.76% | +9+0.1% | Added |
| RWM Asset Management, LLC | 8,813 | $908.3K | 0.11% | +2,697+44.1% | Added |
| Advisors Management Group Inc | 8,817 | $909.0K | 0.16% | −113−1.3% | Reduced |
| Essential Planning, LLC. | 8,848 | $911.9K | 0.31% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 8,853 | $912.4K | 0.29% | +2,147+32.0% | Added |
| Caldwell Sutter Capital, Inc. | 8,875 | $914.7K | 0.39% | −366−4.0% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 8,876 | $914.8K | 0.17% | +8,876 | New |
| Gibbs Wealth Management | 8,885 | $915.7K | 0.21% | −896−9.2% | Reduced |
| Empire Financial Management Company, LLC | 8,897 | $916.9K | 0.21% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 8,899 | $917.1K | 0.43% | −216−2.4% | Reduced |
| Private Client Services, LLC | 8,907 | $918.0K | 0.31% | −719−7.5% | Reduced |
| Gateway Wealth Partners, LLC | 8,922 | $919.5K | 0.12% | +1,770+24.7% | Added |
| Trinity Financial Advisors LLC | 8,923 | $919.6K | 0.27% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 8,931 | $920.4K | 0.14% | +5,260+143.3% | Added |
| Per Stirling Capital Management, LLC. | 8,944 | $921.8K | 0.11% | −6,475−42.0% | Reduced |
| Left Brain Wealth Management, LLC | 8,980 | $925.5K | 0.29% | −249−2.7% | Reduced |
| Pollock Investment Advisors, LLC | 9,001 | $927.6K | 0.73% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 9,014 | $928.9K | 0.06% | +1,464+19.4% | Added |
| Spartan Planning & Wealth Management | 9,023 | $929.9K | 0.73% | −244−2.6% | Reduced |
| Tactive Advisors, LLC | 9,034 | $931.1K | 0.26% | −5,951−39.7% | Reduced |
| BCJ Capital Management, LLC | 9,043 | $932.0K | 0.06% | +1,119+14.1% | Added |
| Ewa, LLC | 9,046 | $932.2K | 0.26% | +180+2.0% | Added |
| Oxinas Partners Wealth Management LLC | 9,058 | $933.5K | 0.50% | −25−0.3% | Reduced |
| Builder Investment Group Inc | 9,061 | $933.8K | 0.21% | 00.0% | Unchanged |
| Bath Savings Trust Co | 9,073 | $935.1K | 0.09% | −125−1.4% | Reduced |