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 |
|---|---|---|---|---|---|
| Waycross Investment Management Co | 12,774 | $1.32M | 1.34% | −517−3.9% | Reduced |
| GWN Securities Inc. | 12,749 | $1.32M | 0.31% | −12,023−48.5% | Reduced |
| Hanson & Doremus Investment Management | 12,816 | $1.32M | 0.17% | +207+1.6% | Added |
| O'Rourke & Company, Inc | 12,863 | $1.33M | 0.55% | +39+0.3% | Added |
| 111 Capital | 12,872 | $1.33M | 0.25% | +1,810+16.4% | Added |
| InvesTrust | 12,894 | $1.33M | 0.49% | 00.0% | Unchanged |
| Camden National Bank | 12,907 | $1.33M | 0.19% | −666−4.9% | Reduced |
| Armstrong Advisory Group, Inc | 12,942 | $1.33M | 0.09% | −225−1.7% | Reduced |
| Strategic Investment Advisors | 12,946 | $1.33M | 0.12% | −621−4.6% | Reduced |
| Harbour Trust & Investment Management Co | 12,960 | $1.34M | 0.14% | +380+3.0% | Added |
| Fortress Private Ledger, LLC | 12,980 | $1.34M | 0.49% | +78+0.6% | Added |
| Fiera Capital Corp | 12,998 | $1.34M | 0.00% | +4,500+53.0% | Added |
| Purkiss Capital Advisors LLC | 13,008 | $1.34M | 0.64% | +1,947+17.6% | Added |
| Rakuten Investment Management, Inc. | 6,686 | $1.34M | 0.01% | +6,686 | New |
| Cary Street Partner Investment Advisory LLC | 13,055 | $1.35M | 0.56% | +581+4.7% | Added |
| Beacon Financial Advisory LLC | 13,057 | $1.35M | 0.31% | +430+3.4% | Added |
| Carr Financial Group Corp | 13,076 | $1.35M | 0.37% | +1,604+14.0% | Added |
| Center for Financial Planning, Inc. | 13,102 | $1.35M | 0.14% | +1,816+16.1% | Added |
| Asset Management Group, Inc. | 13,122 | $1.35M | 0.22% | +31+0.2% | Added |
| 626 Financial, LLC | 13,141 | $1.35M | 0.60% | +9+0.1% | Added |
| Lazari Capital Management, Inc. | 13,145 | $1.35M | 0.46% | +189+1.5% | Added |
| Leo Wealth, LLC | 13,202 | $1.36M | 0.18% | −11,123−45.7% | Reduced |
| Triangle Securities Wealth Management | 13,205 | $1.36M | 0.31% | +1,950+17.3% | Added |
| LaSalle St. Investment Advisors, LLC | 13,225 | $1.36M | 0.24% | +205+1.6% | Added |
| Prentice Wealth Management LLC | 13,234 | $1.36M | 0.34% | −485−3.5% | Reduced |
| S.A. Mason LLC | 13,247 | $1.37M | 0.60% | +40.0% | Added |
| Transatlantique Private Wealth LLC | 13,262 | $1.37M | 0.45% | +908+7.3% | Added |
| San Luis Wealth Advisors LLC | 13,273 | $1.37M | 0.25% | +2,144+19.3% | Added |
| W Advisors, LLC | 13,285 | $1.37M | 0.72% | −30.0% | Reduced |
| Legacy Financial Group, Inc. | 13,290 | $1.37M | 0.38% | +278+2.1% | Added |
| South Plains Financial, Inc. | 13,297 | $1.37M | 0.86% | +1,095+9.0% | Added |
| Agp Franklin, LLC | 13,318 | $1.37M | 0.67% | −10,733−44.6% | Reduced |
| Gilman Hill Asset Management, LLC | 13,324 | $1.37M | 0.21% | −74−0.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,330 | $1.37M | 0.79% | +685+5.4% | Added |
| 4WEALTH Advisors, Inc. | 13,335 | $1.37M | 1.27% | +477+3.7% | Added |
| City State Bank | 13,338 | $1.37M | 0.40% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 13,343 | $1.38M | 0.19% | +10,988+466.6% | Added |
| Winch Advisory Services, LLC | 13,352 | $1.38M | 0.31% | +983+7.9% | Added |
| EPG Wealth Management LLC | 13,360 | $1.38M | 0.38% | +910+7.3% | Added |
| True North Advisors, LLC | 13,380 | $1.38M | 0.22% | +1,345+11.2% | Added |
| waypoint wealth counsel | 13,389 | $1.38M | 0.54% | +6,900+106.3% | Added |
| Proathlete Wealth Management LLC | 13,413 | $1.38M | 0.40% | +36+0.3% | Added |
| WESPAC Advisors, LLC | 13,441 | $1.39M | 0.81% | 00.0% | Unchanged |
| Accredited Investors Inc. | 13,466 | $1.39M | 0.08% | −10,984−44.9% | Reduced |
| TSFG, LLC | 13,484 | $1.39M | 0.22% | +848+6.7% | Added |
| Corient IA LLC | 13,500 | $1.39M | 1.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 13,507 | $1.39M | 2.39% | +3,582+36.1% | Added |
| Prostatis Group LLC | 13,519 | $1.39M | 0.35% | +1,347+11.1% | Added |
| Winthrop Capital Management, LLC | 13,537 | $1.40M | 0.34% | −32−0.2% | Reduced |
| Hartford Funds Management Co LLC | 13,570 | $1.40M | 0.12% | −676−4.7% | Reduced |
| N.E.W. Advisory Services LLC | 13,575 | $1.40M | 0.12% | −357−2.6% | Reduced |
| Old North State Trust, LLC | 13,624 | $1.40M | 0.86% | +189+1.4% | Added |
| Cercano Management LLC | 13,635 | $1.41M | 0.05% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 13,659 | $1.41M | 0.01% | −209−1.5% | Reduced |
| Sawgrass Asset Management LLC | 13,677 | $1.41M | 0.17% | −621−4.3% | Reduced |
| KPP Advisory Services LLC | 13,695 | $1.41M | 0.21% | −178−1.3% | Reduced |
| CCG Wealth Management, LLC | 13,695 | $1.41M | 0.67% | +787+6.1% | Added |
| GF Fund Management Co. Ltd. | 13,698 | $1.41M | 0.03% | −216,250−94.0% | Reduced |
| Hardy Reed LLC | 13,740 | $1.42M | 0.10% | +863+6.7% | Added |
| Worth Financial Advisory Group, LLC | 13,746 | $1.42M | 0.79% | −54−0.4% | Reduced |
| Guidance Capital, Inc | 13,349 | $1.42M | 0.37% | +385+3.0% | Added |
| MBL Wealth, LLC | 13,787 | $1.42M | 0.12% | −295−2.1% | Reduced |
| Smith Shellnut Wilson LLC | 13,790 | $1.42M | 0.55% | +1,151+9.1% | Added |
| Generation Capital Management LLC | 13,804 | $1.42M | 1.03% | 00.0% | Unchanged |
| Lakeshore Capital Group, Inc. | 13,817 | $1.42M | 1.15% | +337+2.5% | Added |
| North Star Asset Management Inc | 13,837 | $1.43M | 0.06% | +177+1.3% | Added |
| Jackson Thornton Asset Management, LLC | 13,881 | $1.43M | 0.14% | +10,007+258.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,861 | $1.43M | 0.00% | −60,936−81.5% | Reduced |
| Simplify Asset Management Inc. | 13,885 | $1.43M | 0.03% | +13,885 | New |
| Greykasell Wealth Strategies, Inc. | 13,889 | $1.43M | 0.60% | +567+4.3% | Added |
| Maridea Wealth Management LLC | 13,386 | $1.43M | 0.22% | −6,960−34.2% | Reduced |
| Disciplined Investors, L.L.C. | 13,983 | $1.44M | 1.03% | +3,540+33.9% | Added |
| Richards, Merrill & Peterson, Inc. | 13,998 | $1.44M | 0.62% | −435−3.0% | Reduced |
| CORDA Investment Management, LLC. | 14,005 | $1.44M | 0.10% | +216+1.6% | Added |
| Veracity Capital LLC | 14,031 | $1.45M | 0.47% | +16+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 14,094 | $1.45M | 0.81% | −344−2.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,129 | $1.46M | 0.58% | +90+0.6% | Added |
| Byrne Asset Management LLC | 14,133 | $1.46M | 0.91% | −208−1.5% | Reduced |
| Tabor Asset Management, LP | 14,144 | $1.46M | 0.92% | +14,144 | New |
| Linscomb & Williams, Inc. | 14,155 | $1.46M | 0.06% | −444−3.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 14,178 | $1.46M | 0.79% | +117+0.8% | Added |
| Red Mountain Financial, LLC | 14,196 | $1.46M | 1.48% | +504+3.7% | Added |
| Brandywine Oak Private Wealth LLC | 14,212 | $1.46M | 0.13% | −56−0.4% | Reduced |
| Knollwood Investment Advisory, LLC | 14,219 | $1.47M | 0.13% | +62+0.4% | Added |
| Blackston Financial Advisory Group, LLC | 14,263 | $1.47M | 0.87% | +205+1.5% | Added |
| Clarus Group, Inc. | 14,283 | $1.47M | 0.51% | +587+4.3% | Added |
| Solstein Capital, LLC | 14,284 | $1.47M | 0.67% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14,309 | $1.47M | 0.21% | +1,104+8.4% | Added |
| LOM Asset Management Ltd | 14,319 | $1.48M | 0.45% | +574+4.2% | Added |
| Patriot Investment Management Inc. | 14,331 | $1.48M | 0.10% | −19−0.1% | Reduced |
| Crumly & Associates Inc. | 14,344 | $1.48M | 0.32% | +552+4.0% | Added |
| Annex Advisory Services, LLC | 14,348 | $1.48M | 0.03% | +143+1.0% | Added |
| Maryland Capital Advisors Inc. | 14,378 | $1.48M | 0.53% | −109−0.8% | Reduced |
| Ellenbecker Investment Group | 14,385 | $1.48M | 0.22% | −129−0.9% | Reduced |
| LCNB Corp | 14,400 | $1.48M | 0.52% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 14,414 | $1.49M | 0.89% | +1,224+9.3% | Added |
| Bright Futures Wealth Management, LLC. | 14,429 | $1.49M | 1.16% | +14,429 | New |
| Leigh Baldwin & Co., LLC | 14,435 | $1.49M | 0.84% | −233−1.6% | Reduced |
| SHUTTLEWORTH & Co | 14,475 | $1.49M | 1.35% | +14,475 | New |
| Wiser Advisor Group LLC | 14,504 | $1.49M | 1.86% | +476+3.4% | Added |