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 |
|---|---|---|---|---|---|
| Sonoma Allocations LLC | 8,797 | $936.7K | 0.34% | +8,797 | New |
| Ironwood Financial, llc | 9,095 | $937.3K | 0.17% | +8+0.1% | Added |
| Argus Investors' Counsel, Inc. | 9,109 | $938.8K | 0.75% | −6,339−41.0% | Reduced |
| AllGen Financial Advisors, Inc. | 9,119 | $939.8K | 0.23% | −10,064−52.5% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 9,155 | $943.6K | 0.39% | +8+0.1% | Added |
| Prairie Wealth Advisors, Inc. | 9,168 | $944.9K | 0.39% | −315−3.3% | Reduced |
| Kennondale Capital Management LLC | 9,188 | $946.9K | 0.72% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $948.2K | 0.80% | – | – |
| TFC Financial Management | 9,201 | $948.3K | 0.12% | +325+3.7% | Added |
| Pennington Partners & Co., LLC | 9,209 | $949.0K | 0.45% | +689+8.1% | Added |
| Mosaic Advisors LLC | 9,210 | $949.2K | 2.30% | +9,210 | New |
| Wealth Dimensions Group, Ltd. | 9,210 | $949.2K | 0.20% | −52−0.6% | Reduced |
| Charter Oak Capital Management, LLC | 9,222 | $950.5K | 0.07% | −41−0.4% | Reduced |
| New Republic Capital, LLC | 9,227 | $950.9K | 0.29% | +208+2.3% | Added |
| LBMC Investment Advisors, LLC | 9,234 | $951.7K | 0.06% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 9,235 | $951.8K | 0.32% | +1,447+18.6% | Added |
| one8zero8, LLC | 9,258 | $954.1K | 0.21% | 00.0% | Unchanged |
| Gleason Group, Inc. | 9,263 | $954.7K | 0.10% | −927−9.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 9,263 | $955.0K | 0.19% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 9,283 | $956.7K | 0.36% | +30.0% | Added |
| EdgeRock Capital LLC | 9,294 | $957.8K | 0.27% | +74+0.8% | Added |
| AssuredPartners Investment Advisors, LLC | 9,300 | $958.5K | 0.21% | −44−0.5% | Reduced |
| Claris Advisors, LLC | 9,821 | $960.3K | 0.33% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 9,319 | $960.4K | 0.32% | +516+5.9% | Added |
| Touchstone Capital, Inc. | 9,323 | $960.9K | 0.49% | +9,323 | New |
| MBE Wealth Management, LLC | 9,338 | $962.4K | 0.42% | −211−2.2% | Reduced |
| West Chester Capital Advisors, Inc | 9,341 | $962.7K | 0.49% | +173+1.9% | Added |
| S.E.E.D. Planning Group LLC | 9,348 | $963.4K | 0.28% | −322−3.3% | Reduced |
| James Hambro & Partners | 9,372 | $965.7K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9,379 | $966.6K | 0.17% | +4,735+102.0% | Added |
| Moment Partners, LLC | 9,386 | $967.3K | 0.17% | −87−0.9% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 9,405 | $969.3K | 0.21% | +9,405 | New |
| Atom Investors LP | 9,413 | $970.1K | 0.07% | −3,669−28.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 9,417 | $970.5K | 0.17% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 9,424 | $971.2K | 0.11% | +1,269+15.6% | Added |
| Pinnacle Bancorp, Inc. | 9,435 | $972.4K | 0.29% | −819−8.0% | Reduced |
| Vivid Wealth Management, LLC | 9,441 | $973.0K | 0.39% | +1,145+13.8% | Added |
| Castlekeep Investment Advisors LLC | 9,445 | $973.4K | 0.46% | −4,434−31.9% | Reduced |
| Burkett Financial Services, LLC | 9,473 | $976.3K | 0.34% | −27−0.3% | Reduced |
| Birch Financial Group, LLC | 9,476 | $976.6K | 0.58% | +295+3.2% | Added |
| Alpha Family Trust | 9,480 | $977.0K | 0.46% | 00.0% | Unchanged |
| United Bank | 9,489 | $977.9K | 0.12% | −6,855−41.9% | Reduced |
| QVR LLC | 9,537 | $982.9K | 1.19% | +4,511+89.8% | Added |
| May Hill Capital, LLC | 9,538 | $983.0K | 0.29% | +659+7.4% | Added |
| Renaissance Group LLC | 9,553 | $984.5K | 0.04% | −210−2.2% | Reduced |
| United Financial Planning Group LLC | 9,561 | $985.4K | 0.62% | +9,561 | New |
| Eagle Rock Investment Company, LLC | 9,589 | $988.2K | 0.15% | −132−1.4% | Reduced |
| Coerente Capital Management | 9,600 | $989.4K | 0.18% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 9,629 | $992.4K | 0.42% | −79−0.8% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,630 | $992.5K | 0.25% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 9,634 | $992.8K | 0.51% | +157+1.7% | Added |
| Jacobsen Capital Management | 9,634 | $992.9K | 0.34% | +19+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 9,642 | $993.7K | 0.20% | +2,451+34.1% | Added |
| Advance Capital Management, Inc. | 9,647 | $994.2K | 0.04% | −79−0.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 9,653 | $994.8K | 0.08% | +241+2.6% | Added |
| Peterson Wealth Advisors, LLC | 9,652 | $996.5K | 0.15% | +104+1.1% | Added |
| Ames National Corp | 9,683 | $997.9K | 0.59% | −154−1.6% | Reduced |
| LVZ Advisors, Inc. | 9,703 | $999.9K | 0.11% | +283+3.0% | Added |
| Ashford Capital Management Inc | 9,711 | $1.00M | 0.11% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 9,721 | $1.00M | 0.41% | +9,721 | New |
| Evelyn Partners Investment Management Services Ltd | 9,721 | $1.00M | 0.13% | −2,802−22.4% | Reduced |
| Bulltick Wealth Management, LLC | 9,743 | $1.00M | 0.24% | +9,743 | New |
| Weaver Consulting Group | 9,746 | $1.00M | 0.26% | +133+1.4% | Added |
| Jackson Wealth Management, LLC | 9,773 | $1.01M | 0.10% | −5,315−35.2% | Reduced |
| Quantum Financial Advisors, LLC | 9,788 | $1.01M | 0.12% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 9,803 | $1.01M | 0.65% | −850−8.0% | Reduced |
| Generali Investments, Management Co LLC | 9,811 | $1.01M | 0.21% | −13,184−57.3% | Reduced |
| M1 Capital Management LLC | 9,823 | $1.01M | 0.44% | +904+10.1% | Added |
| Stableford Capital II LLC | 9,846 | $1.01M | 0.37% | −264−2.6% | Reduced |
| Castle Wealth Management LLC | 9,856 | $1.02M | 0.34% | −353−3.5% | Reduced |
| Baldwin Investment Management, LLC | 9,887 | $1.02M | 0.12% | −600−5.7% | Reduced |
| Norris Perne & French LLP | 9,900 | $1.02M | 0.07% | +17+0.2% | Added |
| Sara-Bay Financial | 9,904 | $1.02M | 0.29% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 9,919 | $1.02M | 0.31% | +3,141+46.3% | Added |
| Revolve Wealth Partners, LLC | 9,926 | $1.02M | 0.12% | +96+1.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 9,927 | $1.02M | 0.04% | −34−0.3% | Reduced |
| Tobias Financial Advisors, Inc. | 9,927 | $1.02M | 0.16% | +471+5.0% | Added |
| Seeds Investor LLC | 9,953 | $1.03M | 0.22% | +1,985+24.9% | Added |
| United Community Bank | 9,967 | $1.03M | 0.32% | +441+4.6% | Added |
| Five Oceans Advisors | 9,969 | $1.03M | 0.38% | −269−2.6% | Reduced |
| Park Capital Management, LLC | 9,973 | $1.03M | 0.82% | −36−0.4% | Reduced |
| Allegheny Financial Group LTD | 9,975 | $1.03M | 0.19% | +505+5.3% | Added |
| Vertex Planning Partners, LLC | 9,989 | $1.03M | 0.20% | +380+4.0% | Added |
| Luts & Greenleigh Group, Inc | 9,999 | $1.03M | 0.92% | +10+0.1% | Added |
| Alta Capital Management LLC | 10,000 | $1.03M | 0.06% | 00.0% | Unchanged |
| DKRT Investments Corp. | 10,000 | $1.03M | 0.25% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 10,009 | $1.03M | 0.03% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 10,037 | $1.03M | 0.47% | −525−5.0% | Reduced |
| ABLE Financial Group, LLC | 10,039 | $1.03M | 0.22% | −606−5.7% | Reduced |
| Howard Financial Services, Ltd. | 10,044 | $1.04M | 0.13% | +293+3.0% | Added |
| Middleton & Co Inc | 10,046 | $1.04M | 0.11% | −50.0% | Reduced |
| Burt Wealth Advisors | 10,053 | $1.04M | 0.25% | +20.0% | Added |
| Mendel Money Management | 10,074 | $1.04M | 0.44% | +7,397+276.3% | Added |
| Roberts Capital Advisors, LLC | 10,075 | $1.04M | 1.16% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 10,064 | $1.04M | 0.33% | +299+3.1% | Added |
| Legacy Financial Group LLC | 10,107 | $1.04M | 0.14% | −180−1.7% | Reduced |
| Capstone Wealth Management Group LLC | 10,130 | $1.04M | 0.67% | +240+2.4% | Added |
| Banyan Capital Management, Inc. | 10,135 | $1.04M | 0.47% | +7,300+257.5% | Added |
| Pflug Koory, LLC | 10,139 | $1.04M | 0.50% | −60−0.6% | Reduced |
| USAdvisors Wealth Management, LLC | 10,149 | $1.05M | 0.36% | +20+0.2% | Added |