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 |
|---|---|---|---|---|---|
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,165 | $1.05M | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10,209 | $1.05M | 0.17% | +744+7.9% | Added |
| Primoris Wealth Advisors, LLC | 10,189 | $1.05M | 0.67% | −224−2.2% | Reduced |
| Capital Counsel LLC | 10,197 | $1.05M | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 10,200 | $1.05M | 0.37% | −951−8.5% | Reduced |
| SOA Wealth Advisors, LLC. | 30,438 | $1.05M | 0.18% | +431+1.4% | Added |
| Trust Co | 10,207 | $1.05M | 0.11% | −135−1.3% | Reduced |
| Paragon Private Wealth Management, LLC | 10,211 | $1.05M | 0.34% | +3,688+56.5% | Added |
| BXM Wealth LLC | 10,214 | $1.05M | 1.00% | +1,337+15.1% | Added |
| Falcon Wealth Planning | 10,252 | $1.06M | 0.09% | +292+2.9% | Added |
| Peoples Financial Services Corp. | 10,263 | $1.06M | 0.48% | +1,273+14.2% | Added |
| Lantz Financial LLC | 10,265 | $1.06M | 0.23% | +200+2.0% | Added |
| Corundum Group, Inc. | 10,276 | $1.06M | 0.44% | −82−0.8% | Reduced |
| Moseley Investment Management Inc | 10,276 | $1.06M | 0.32% | −63−0.6% | Reduced |
| SIH Partners, LLLP | 10,291 | $1.06M | 0.09% | +10,291 | New |
| Blalock Williams, LLC | 10,295 | $1.06M | 0.93% | +760+8.0% | Added |
| Acorns Advisers, LLC | 10,325 | $1.06M | 0.01% | +1,189+13.0% | Added |
| Aviso Financial Inc. | 10,327 | $1.06M | 0.04% | +3,055+42.0% | Added |
| SS&H Financial Advisors, Inc. | 10,339 | $1.07M | 0.32% | +100+1.0% | Added |
| Capula Management Ltd | 10,386 | $1.07M | 0.01% | +10,041+2,910.4% | Added |
| Heritage Wealth Management, Inc. | 10,389 | $1.07M | 0.73% | −22−0.2% | Reduced |
| Community Bank of Raymore | 10,396 | $1.07M | 0.74% | +6,300+153.8% | Added |
| Root Financial Partners, LLC | 10,405 | $1.07M | 0.07% | −55−0.5% | Reduced |
| Cobblestone Capital Advisors LLC | 10,438 | $1.08M | 0.05% | 00.0% | Unchanged |
| KKM Financial LLC | 10,463 | $1.08M | 0.34% | 00.0% | Unchanged |
| Wealthquest Corp | 10,474 | $1.08M | 0.09% | +219+2.1% | Added |
| First United Bank Trust | 10,477 | $1.08M | 0.35% | +432+4.3% | Added |
| One Charles Private Wealth Services, LLC | 10,502 | $1.08M | 0.28% | −97−0.9% | Reduced |
| Mitchell Sinkler & Starr | 10,507 | $1.08M | 0.49% | 00.0% | Unchanged |
| Washington Trust Bank | 10,510 | $1.08M | 0.08% | −16−0.2% | Reduced |
| Semus Wealth Partners LLC | 10,512 | $1.08M | 0.61% | +318+3.1% | Added |
| Ambassador Advisors, LLC | 10,523 | $1.08M | 0.16% | −361−3.3% | Reduced |
| Alhambra Investment Partners LLC | 10,530 | $1.09M | 0.52% | −55−0.5% | Reduced |
| Hofer & Associates. Inc | 10,552 | $1.09M | 0.62% | +661+6.7% | Added |
| Mayfair Advisory Group, LLC | 10,561 | $1.09M | 0.47% | +348+3.4% | Added |
| Pandora Wealth, Inc. | 10,614 | $1.09M | 0.66% | −1,212−10.2% | Reduced |
| Matisse Capital | 10,628 | $1.10M | 0.49% | +11+0.1% | Added |
| MFA Wealth Services | 10,654 | $1.10M | 0.76% | +191+1.8% | Added |
| E&G Advisors, LP | 10,685 | $1.10M | 0.26% | −76−0.7% | Reduced |
| Permanent Capital Management, LP | 10,700 | $1.10M | 0.21% | +10,700 | New |
| Good Steward Wealth Advisors,LLC | 10,705 | $1.10M | 0.76% | −1,502−12.3% | Reduced |
| Rosenberg Matthew Hamilton | 10,712 | $1.10M | 0.24% | +131+1.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 10,718 | $1.10M | 0.17% | −69,488−86.6% | Reduced |
| Portside Wealth Group, LLC | 10,718 | $1.10M | 0.15% | +357+3.4% | Added |
| Wulff, Hansen & Co. | 10,734 | $1.11M | 0.95% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 10,735 | $1.11M | 0.81% | +1,381+14.8% | Added |
| Aventura Private Wealth, LLC | 10,766 | $1.11M | 0.41% | −4,695−30.4% | Reduced |
| First Financial Corp | 10,799 | $1.11M | 0.44% | −1,300−10.7% | Reduced |
| Integral Investment Advisors, Inc. | 10,803 | $1.11M | 0.30% | −522−4.6% | Reduced |
| Dogwood Wealth Management LLC | 10,811 | $1.11M | 0.51% | +2,953+37.6% | Added |
| Patrick M Sweeney & Associates, Inc | 10,820 | $1.12M | 0.72% | +71+0.7% | Added |
| Hobbs Group Advisors, LLC | 10,828 | $1.12M | 0.35% | +13+0.1% | Added |
| a16z Perennial Management, L.P. | 10,830 | $1.12M | 0.09% | +10,830 | New |
| Atlas Legacy Advisors, LLC | 10,832 | $1.12M | 0.22% | +2,125+24.4% | Added |
| Slocum, Gordon & Co LLP | 10,894 | $1.12M | 0.90% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 10,924 | $1.13M | 0.42% | +10,924 | New |
| United Asset Strategies, Inc. | 10,925 | $1.13M | 0.09% | −59−0.5% | Reduced |
| Fieldview Capital Management, LLC | 10,932 | $1.13M | 0.18% | +10,932 | New |
| WNY Asset Management, LLC | 10,970 | $1.13M | 0.11% | −706−6.0% | Reduced |
| Boyd Watterson Asset Management LLC | 10,971 | $1.13M | 0.34% | −500−4.4% | Reduced |
| Lodestar Private Asset Management LLC | 10,976 | $1.13M | 0.12% | +34+0.3% | Added |
| Tandem Investment Partners LLC | 10,980 | $1.13M | 0.93% | −85−0.8% | Reduced |
| BAM Wealth Management, LLC | 10,982 | $1.13M | 0.88% | +10,982 | New |
| Well Done, LLC | 10,998 | $1.13M | 0.19% | +397+3.7% | Added |
| Cahaba Wealth Management, Inc. | 11,018 | $1.14M | 0.08% | −364−3.2% | Reduced |
| Eaton Financial Holdings Company, LLC | 11,030 | $1.14M | 0.32% | −1,129−9.3% | Reduced |
| Strategic Advisors LLC | 11,035 | $1.14M | 0.18% | −305−2.7% | Reduced |
| Spinnaker Investment Group, LLC | 11,039 | $1.14M | 0.21% | +3,040+38.0% | Added |
| Joho Capital LLC | 11,050 | $1.14M | 0.20% | +11,050 | New |
| Mach-1 Financial Group, Inc. | 11,053 | $1.14M | 0.18% | −28,683−72.2% | Reduced |
| Integrity Advisory Solutions, LLC | 11,053 | $1.14M | 0.18% | +11,053 | New |
| Proffitt & Goodson Inc | 11,080 | $1.14M | 0.16% | +556+5.3% | Added |
| Invesco, LLC | 11,090 | $1.14M | 0.39% | +668+6.4% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 11,122 | $1.15M | 0.55% | −62−0.6% | Reduced |
| TownSquare Capital, LLC | 11,146 | $1.15M | 0.17% | −4,890−30.5% | Reduced |
| Avondale Wealth Management | 11,150 | $1.15M | 0.61% | −750−6.3% | Reduced |
| Kassira Wealth Management LLC | 11,195 | $1.15M | 1.11% | +11,195 | New |
| China Universal Asset Management Co., Ltd. | 11,197 | $1.15M | 0.10% | −3,851−25.6% | Reduced |
| Autumn Glory Partners, LLC | 11,211 | $1.16M | 0.47% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 11,216 | $1.16M | 0.47% | −236−2.1% | Reduced |
| Emprise Bank | 11,240 | $1.16M | 0.50% | −8−0.1% | Reduced |
| Oak Asset Management, LLC | 11,243 | $1.16M | 0.40% | −525−4.5% | Reduced |
| MEMBERS Trust Co | 11,253 | $1.16M | 0.04% | +430+4.0% | Added |
| River Street Advisors LLC | 11,280 | $1.16M | 0.45% | +156+1.4% | Added |
| Puzo Michael J | 11,300 | $1.16M | 0.32% | −100−0.9% | Reduced |
| Carson Advisory Inc. | 11,328 | $1.17M | 0.63% | +202+1.8% | Added |
| Iams Wealth Management, LLC | 11,334 | $1.17M | 0.47% | +4,069+56.0% | Added |
| Future Fund LLC | 11,336 | $1.17M | 0.41% | +2,275+25.1% | Added |
| Okabena Investment Services Inc | 11,342 | $1.17M | 0.23% | +3,695+48.3% | Added |
| Sax Wealth Advisors, LLC | 11,343 | $1.17M | 0.06% | +927+8.9% | Added |
| LexAurum Advisors, LLC | 11,367 | $1.17M | 0.17% | +49+0.4% | Added |
| Hunter Associates Investment Management LLC | 11,352 | $1.17M | 0.16% | −40.0% | Reduced |
| Tiemann Investment Advisors, LLC | 11,373 | $1.17M | 0.45% | −191−1.7% | Reduced |
| Strategic Investment Solutions, Inc. | 11,390 | $1.17M | 0.31% | −121−1.1% | Reduced |
| First Bank & Trust | 11,404 | $1.18M | 0.20% | +2,937+34.7% | Added |
| Montgomery Investment Management Inc | 11,413 | $1.18M | 0.41% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 11,426 | $1.18M | 0.52% | +289+2.6% | Added |
| Umpqua Bank | 10,842 | $1.18M | 0.33% | +436+4.2% | Added |
| Firethorn Wealth Partners, LLC | 11,471 | $1.18M | 0.47% | +236+2.1% | Added |
| Wealth Effects LLC | 11,476 | $1.18M | 0.38% | +236+2.1% | Added |