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; 4,425 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
- 4,031
- +120 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
- 96
- 1,546 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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 |
|---|---|---|---|---|---|
| Reyes Financial Architecture, Inc. | 720 | $74.2K | 0.05% | −355−33.0% | Reduced |
| Robinswood Financial LLC | 726 | $74.8K | 0.02% | −100−12.1% | Reduced |
| Kings Path Partners LLC | 746 | $76.9K | 0.03% | 00.0% | Unchanged |
| S&T Bank | 761 | $78.4K | 0.02% | +13+1.7% | Added |
| Riverview Trust Co | 786 | $81.0K | 0.10% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 800 | $82.4K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 805 | $83.0K | 0.02% | +18+2.3% | Added |
| Caitlin John, LLC | 812 | $83.7K | 0.06% | +812 | New |
| Cedar Wealth Management, LLC | 824 | $84.9K | 0.03% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 829 | $85.4K | 0.05% | −88−9.6% | Reduced |
| ZRC Wealth Management, LLC | 839 | $86.5K | 0.03% | +314+59.8% | Added |
| Tortoise Investment Management, LLC | 848 | $87.4K | 0.01% | +104+14.0% | Added |
| FSA Wealth Management LLC | 851 | $87.7K | 0.03% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 902 | $92.9K | 0.06% | +2+0.2% | Added |
| Lowe Wealth Advisors, LLC | 915 | $94.3K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 933 | $96.1K | 0.21% | −19−2.0% | Reduced |
| Howard Hughes Medical Institute | 942 | $97.1K | 0.06% | +5+0.5% | Added |
| HighMark Wealth Management LLC | 946 | $97.5K | 0.04% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 954 | $98.3K | 0.03% | +4+0.4% | Added |
| Loomis Sayles & Co L P | 960 | $98.9K | 0.00% | +16+1.7% | Added |
| Stuart Chaussee & Associates, Inc. | 986 | $101.6K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 986 | $101.6K | 0.03% | +500+102.9% | Added |
| 10Elms LLP | 990 | $102.0K | 0.09% | 00.0% | Unchanged |
| Albion Financial Group | 1,034 | $106.6K | 0.01% | +1,001+3,033.3% | Added |
| CKW Financial Group | 1,050 | $107.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,042 | $107.4K | 0.03% | +21+2.1% | Added |
| Sit Investment Associates Inc | 1,062 | $109.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,076 | $110.9K | 0.11% | −336−23.8% | Reduced |
| Kozak & Associates, Inc. | 1,079 | $111.0K | 0.02% | +457+73.5% | Added |
| Piscataqua Savings Bank | 1,085 | $111.8K | 0.09% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 55 | $112.8K | 0.09% | −1,040−95.0% | Reduced |
| 1 North Wealth Services LLC | 1,143 | $117.8K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,179 | $121.5K | 0.04% | −190−13.9% | Reduced |
| Thompson Investment Management, Inc. | 1,186 | $122.2K | 0.02% | 00.0% | Unchanged |
| Conquis Financial LLC | 1,200 | $123.7K | 0.12% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,207 | $124.4K | 0.03% | −21−1.7% | Reduced |
| Evelyn Partners Asset Management Ltd | 1,229 | $126.7K | 0.03% | +665+117.9% | Added |
| Tower View Investment Management & Research LLC | 1,242 | $128.0K | 0.07% | −143−10.3% | Reduced |
| Valued Wealth Advisors LLC | 1,255 | $129.4K | 0.06% | +19+1.5% | Added |
| USA Financial Portformulas Corp | 1,260 | $129.9K | 0.02% | −303−19.4% | Reduced |
| Princeton Global Asset Management LLC | 1,274 | $131.3K | 0.02% | +15+1.2% | Added |
| Bell Investment Advisors, Inc | 1,275 | $131.4K | 0.02% | −304−19.3% | Reduced |
| Morton Brown Family Wealth, LLC | 1,278 | $131.7K | 0.04% | −181−12.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,283 | $132.2K | 0.01% | +983+327.7% | Added |
| Nalls Sherbakoff Group, LLC | 1,287 | $132.7K | 0.09% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,300 | $134.0K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 1,320 | $136.0K | 0.09% | +1,320 | New |
| DAGCO, Inc. | 1,360 | $140.2K | 0.04% | 00.0% | Unchanged |
| GGM Financials LLC | 1,408 | $145.1K | 0.07% | +1,408 | New |
| Whipplewood Advisors, LLC | 1,437 | $148.1K | 0.10% | −1,179−45.1% | Reduced |
| Wall Street Access Asset Management, LLC | 1,440 | $148.4K | 0.04% | +1,440 | New |
| Red Tortoise LLC | 1,449 | $149.3K | 0.07% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,368 | $150.3K | 0.05% | −23−1.7% | Reduced |
| Principia Wealth Advisory, LLC | 1,468 | $151.3K | 0.11% | −18−1.2% | Reduced |
| CGC Financial Services, LLC | 1,470 | $151.5K | 0.04% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,475 | $152.1K | 0.09% | +624+73.3% | Added |
| Family Capital Trust Co | 1,483 | $152.8K | 0.05% | +1,483 | New |
| Strategic Advocates LLC | 1,485 | $153.0K | 0.04% | +1,485 | New |
| Quest Partners LLC | 1,496 | $154.2K | 0.01% | −11,498−88.5% | Reduced |
| Shelton Wealth Management, LLC | 1,509 | $155.5K | 0.07% | +2+0.1% | Added |
| Wealth Watch Advisors, INC | 1,523 | $157.0K | 0.06% | +1,523 | New |
| Holos Integrated Wealth LLC | 1,554 | $158.3K | 0.09% | 00.0% | Unchanged |
| Graney & King, LLC | 1,539 | $158.6K | 0.11% | +3+0.2% | Added |
| Dunhill Financial, LLC | 1,577 | $162.5K | 0.04% | +373+31.0% | Added |
| Quest 10 Wealth Builders, Inc. | 1,612 | $166.1K | 0.15% | −182−10.1% | Reduced |
| Texas Capital Bancshares Inc | 1,628 | $167.8K | 0.07% | +1,628 | New |
| Luken Investment Analytics, LLC | 1,638 | $168.8K | 0.07% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,639 | $168.9K | 0.03% | −276−14.4% | Reduced |
| Cloud Capital Management, LLC | 1,645 | $169.0K | 0.09% | +1,645 | New |
| Tacita Capital Inc | 1,650 | $170.0K | 0.10% | +105+6.8% | Added |
| WFA Asset Management Corp | 2,112 | $170.5K | 0.09% | +6+0.3% | Added |
| West Oak Capital, LLC | 1,702 | $175.4K | 0.07% | −1,210−41.6% | Reduced |
| SWAN Capital LLC | 1,707 | $175.9K | 0.07% | −493−22.4% | Reduced |
| Winnow Wealth LLC | 1,706 | $177.4K | 0.14% | +1,706 | New |
| Vinland Capital Management Gestora de Recursos LTDA. | 1,738 | $179.1K | 2.31% | +1,738 | New |
| Cedar Mountain Advisors, LLC | 1,738 | $179.2K | 0.03% | +113+7.0% | Added |
| Financial Consulate, Inc | 1,747 | $180.1K | 0.03% | +1,747 | New |
| Global Wealth Strategies & Associates | 1,748 | $180.1K | 0.05% | +409+30.5% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,752 | $180.6K | 0.09% | 00.0% | Unchanged |
| Fairman Group, LLC | 1,806 | $186.1K | 0.15% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,810 | $186.5K | 0.07% | −347−16.1% | Reduced |
| Clarity Asset Management, Inc. | 1,815 | $187.1K | 0.10% | −34−1.8% | Reduced |
| Gladwyn Financial Advisors, Inc. | 1,828 | $188.4K | 0.14% | +5+0.3% | Added |
| Carolina Wealth Advisors, LLC | 1,833 | $188.9K | 0.08% | −396−17.8% | Reduced |
| Stelac Advisory Services LLC | 1,837 | $189.3K | 0.07% | +26+1.4% | Added |
| Prudent Man Investment Management, Inc. | 2,115 | $191.1K | 0.11% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,874 | $193.4K | 0.02% | +1+0.1% | Added |
| Pacific Center for Financial Services | 1,908 | $196.6K | 0.05% | −643−25.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,941 | $200.0K | 0.08% | +1,941 | New |
| Sollinda Capital Management LLC | 1,942 | $200.1K | 0.05% | +1,942 | New |
| PMG Family Office LLC | 1,944 | $200.3K | 0.22% | +1,944 | New |
| Rockport Wealth LLC | 1,945 | $200.5K | 0.04% | +1,945 | New |
| D. Scott Neal, Inc. | 1,949 | $200.9K | 0.09% | +1,949 | New |
| Planning Alternatives Ltd | 1,951 | $201.1K | 0.03% | +1,951 | New |
| Campbell Deegan Wealth Management, LLC | 1,952 | $201.2K | 0.18% | −670−25.6% | Reduced |
| William Mack & Associates, Inc. | 1,960 | $202.0K | 0.11% | +1,960 | New |
| Alan B. Lancz & Associates, Inc. | 1,960 | $202.0K | 0.18% | +1,960 | New |
| Breakwater Investment Management | 1,961 | $202.1K | 0.07% | +15+0.8% | Added |
| PharVision Advisers, LLC | 1,970 | $203.0K | 0.11% | +1,970 | New |
| Equita Financial Network, Inc. | 1,976 | $203.6K | 0.07% | +1,976 | New |