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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Rather & Kittrell, Inc. | 11,493 | $1.18M | 0.21% | +677+6.3% | Added |
| Pacific Sage Partners, LLC | 11,497 | $1.18M | 0.20% | 00.0% | Unchanged |
| Wealth Management Nebraska | 11,519 | $1.19M | 0.14% | −211−1.8% | Reduced |
| WSFS Capital Management, LLC | 11,529 | $1.19M | 0.06% | +496+4.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 11,529 | $1.19M | 0.28% | +6,684+138.0% | Added |
| Jag Capital Management, LLC | 11,542 | $1.19M | 0.13% | +1,802+18.5% | Added |
| Aspen Wealth Strategies, LLC | 11,547 | $1.19M | 0.67% | +402+3.6% | Added |
| American Trust | 11,568 | $1.19M | 0.10% | −26−0.2% | Reduced |
| Clare Market Investments LLC | 11,591 | $1.19M | 0.24% | +16+0.1% | Added |
| Stone Point Wealth LLC | 11,600 | $1.20M | 0.34% | 00.0% | Unchanged |
| BSW Wealth Partners | 11,601 | $1.20M | 0.15% | −302−2.5% | Reduced |
| Monticello Wealth Management, LLC | 11,611 | $1.20M | 0.08% | +1,654+16.6% | Added |
| Severin Investments, LLC | 11,644 | $1.20M | 1.07% | +301+2.7% | Added |
| Petra Financial Advisors Inc | 11,655 | $1.20M | 0.70% | +141+1.2% | Added |
| Viawealth, LLC | 11,661 | $1.20M | 0.66% | −342−2.8% | Reduced |
| Granite Harbor Advisors, Inc. | 11,668 | $1.20M | 0.51% | +849+7.8% | Added |
| Mirabaud & Cie SA | 11,679 | $1.20M | 0.38% | −23,547−66.8% | Reduced |
| Sepio Capital, LP | 11,682 | $1.20M | 0.07% | +3,289+39.2% | Added |
| LifePlan Financial, LLC | 11,699 | $1.21M | 0.96% | −95−0.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 11,700 | $1.21M | 0.13% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 11,702 | $1.21M | 0.19% | +842+7.8% | Added |
| Excalibur Management Corp | 11,723 | $1.21M | 0.44% | +25+0.2% | Added |
| Berman McAleer LLC | 11,732 | $1.21M | 0.17% | +11,732 | New |
| Birch Hill Investment Advisors LLC | 11,737 | $1.21M | 0.05% | −455−3.7% | Reduced |
| Sentry Investment Management LLC | 11,788 | $1.21M | 0.81% | −5,692−32.6% | Reduced |
| Tevis Investment Management | 11,773 | $1.21M | 0.73% | −166−1.4% | Reduced |
| Impact Capital Partners LLC | 11,823 | $1.22M | 0.37% | +398+3.5% | Added |
| Cardiff Park Advisors, LLC | 11,824 | $1.22M | 0.09% | +66+0.6% | Added |
| Jupiter Wealth Management LLC | 11,832 | $1.22M | 0.58% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 11,834 | $1.22M | 0.21% | −297−2.4% | Reduced |
| McAdam, LLC | 11,875 | $1.22M | 0.06% | +2,283+23.8% | Added |
| Aspiriant, LLC | 11,905 | $1.23M | 0.04% | −1,526−11.4% | Reduced |
| Modus Advisors, LLC | 11,923 | $1.23M | 0.33% | +60+0.5% | Added |
| Cladis Investment Advisory, LLC | 11,981 | $1.23M | 0.71% | −49−0.4% | Reduced |
| Investment Research Partners LLC | 12,053 | $1.23M | 0.56% | +12,053 | New |
| KFA Private Wealth Group, LLC | 12,003 | $1.24M | 0.35% | −481−3.9% | Reduced |
| Arnhold LLC | 12,006 | $1.24M | 0.10% | −108−0.9% | Reduced |
| Stamos Capital Partners, L.P. | 12,028 | $1.24M | 0.23% | +4,943+69.8% | Added |
| Tandem Investment Advisors, Inc. | 12,033 | $1.24M | 0.04% | +1,087+9.9% | Added |
| FSM Wealth Advisors, LLC | 12,048 | $1.24M | 0.18% | +1,211+11.2% | Added |
| Steadtrust LLC | 12,050 | $1.24M | 0.84% | +10.0% | Added |
| Kelman-Lazarov, Inc. | 12,071 | $1.24M | 0.18% | +622+5.4% | Added |
| Hall Laurie J Trustee | 12,088 | $1.25M | 0.41% | −30−0.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 12,104 | $1.25M | 0.09% | −13,131−52.0% | Reduced |
| Pinnacle Holdings, LLC | 12,126 | $1.25M | 0.44% | −47−0.4% | Reduced |
| Onefund, LLC | 12,152 | $1.25M | 0.81% | +448+3.8% | Added |
| Wealth Management Associates, Inc. | 12,154 | $1.25M | 0.44% | −1,725−12.4% | Reduced |
| DF Dent & Co Inc | 12,156 | $1.25M | 0.02% | +419+3.6% | Added |
| Maripau Wealth Management LLC | 12,158 | $1.25M | 0.63% | −2,211−15.4% | Reduced |
| Masso Torrence Wealth Management Inc. | 12,160 | $1.25M | 0.52% | −73−0.6% | Reduced |
| Paragon Capital Management Ltd | 12,177 | $1.25M | 0.24% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 12,188 | $1.26M | 0.08% | +282+2.4% | Added |
| Hendershot Investments Inc. | 12,201 | $1.26M | 0.16% | −832−6.4% | Reduced |
| L.K. Benson & Company, P.C. | 12,225 | $1.26M | 0.68% | 00.0% | Unchanged |
| Centennial Bank | 12,235 | $1.26M | 0.50% | −46−0.4% | Reduced |
| KLCM Advisors, Inc. | 12,247 | $1.26M | 0.13% | +320+2.7% | Added |
| RW Investment Management LLC | 12,256 | $1.26M | 0.13% | −300−2.4% | Reduced |
| Riverbend Wealth Management, LLC | 12,263 | $1.26M | 0.88% | −167−1.3% | Reduced |
| Kidder Stephen W | 12,265 | $1.26M | 0.36% | −750−5.8% | Reduced |
| Investors Research Corp | 12,268 | $1.26M | 0.23% | +7+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 12,270 | $1.26M | 0.06% | −39−0.3% | Reduced |
| Hudock, Inc. | 12,301 | $1.27M | 0.19% | −381−3.0% | Reduced |
| LSV Asset Management | 12,300 | $1.27M | 0.00% | −4,540−27.0% | Reduced |
| Peak Planning Group, LLC | 12,365 | $1.27M | 0.66% | −149−1.2% | Reduced |
| Full Sail Capital, LLC | 12,368 | $1.27M | 0.07% | +3,681+42.4% | Added |
| Milestone Asset Management, LLC | 12,376 | $1.28M | 0.24% | −2,820−18.6% | Reduced |
| Cromwell Holdings LLC | 12,383 | $1.28M | 0.68% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 12,394 | $1.28M | 0.20% | −26,715−68.3% | Reduced |
| Seamount Financial Group Inc | 12,396 | $1.28M | 0.60% | −601−4.6% | Reduced |
| Family Management Corp | 12,398 | $1.28M | 0.18% | 00.0% | Unchanged |
| Bay Rivers Group | 12,418 | $1.28M | 0.54% | −55−0.4% | Reduced |
| Cassia Capital Partners, LLC | 12,444 | $1.28M | 0.70% | +1,519+13.9% | Added |
| Algert Global LLC | 12,451 | $1.28M | 0.02% | +79+0.6% | Added |
| Graybill Bartz & Assoc Ltd | 12,461 | $1.28M | 0.39% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 12,481 | $1.29M | 0.03% | +3,235+35.0% | Added |
| Gladius Capital Management LP | 12,503 | $1.29M | 2.54% | +7,057+129.6% | Added |
| Capital & Planning, LLC | 12,503 | $1.29M | 0.80% | −400−3.1% | Reduced |
| Endeavor Private Wealth, Inc. | 12,524 | $1.29M | 0.40% | +2,643+26.7% | Added |
| MN Wealth Advisors, LLC | 12,535 | $1.29M | 0.69% | +235+1.9% | Added |
| Valley National Advisers Inc | 12,545 | $1.29M | 0.20% | +202+1.6% | Added |
| Mainsail Financial Group, LLC | 12,540 | $1.29M | 0.56% | +354+2.9% | Added |
| Retirement Guys Formula LLC | 12,593 | $1.30M | 0.46% | +12,593 | New |
| AA Financial Advisors, LLC | 12,584 | $1.30M | 0.25% | +372+3.0% | Added |
| Paladin Wealth, LLC | 12,597 | $1.30M | 0.94% | −189−1.5% | Reduced |
| Fort Sheridan Advisors LLC | 12,597 | $1.30M | 0.17% | 00.0% | Unchanged |
| 5T Wealth, LLC | 12,601 | $1.30M | 0.57% | +46+0.4% | Added |
| Pecaut & Co. | 12,614 | $1.30M | 0.42% | +10.0% | Added |
| Up Strategic Wealth Investment Advisors LLC | 11,925 | $1.30M | 0.97% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 12,625 | $1.30M | 0.15% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,633 | $1.30M | 0.11% | −110−0.9% | Reduced |
| Cushing Capital Partners, LLC | 12,641 | $1.30M | 1.02% | −1,023−7.5% | Reduced |
| Tectonic Advisors LLC | 12,647 | $1.30M | 0.07% | +30+0.2% | Added |
| Mainstream Capital Management LLC | 12,666 | $1.31M | 0.87% | +382+3.1% | Added |
| Holcombe Financial, Inc. | 12,675 | $1.31M | 0.91% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 12,686 | $1.31M | 0.10% | +73+0.6% | Added |
| Marest Capital, LLC | 12,697 | $1.31M | 0.80% | +1,030+8.8% | Added |
| Wrapmanager Inc | 12,730 | $1.31M | 0.40% | −2,354−15.6% | Reduced |
| Greenfield Savings Bank | 12,755 | $1.31M | 0.55% | +521+4.3% | Added |
| Heck Capital Advisors, LLC | 12,760 | $1.32M | 0.10% | +83+0.7% | Added |
| Interchange Capital Partners, LLC | 12,773 | $1.32M | 0.26% | +4,845+61.1% | Added |