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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 14,551 | $1.50M | 0.13% | −216−1.5% | Reduced |
| Verus Capital Partners, LLC | 14,558 | $1.50M | 0.12% | −1,552−9.6% | Reduced |
| Cornerstone Advisory, LLC | 14,573 | $1.50M | 0.15% | +235+1.6% | Added |
| McKinley Carter Wealth Services, Inc. | 14,593 | $1.50M | 0.08% | −125−0.8% | Reduced |
| Wimmer Associates 1, LLC | 14,612 | $1.51M | 0.72% | +38+0.3% | Added |
| Cape Ann Savings Bank | 14,644 | $1.51M | 0.81% | +213+1.5% | Added |
| Alta Wealth Advisors LLC | 14,644 | $1.51M | 0.54% | −190−1.3% | Reduced |
| Convergence Financial, LLC | 14,684 | $1.51M | 0.23% | +1,220+9.1% | Added |
| Murphy Pohlad Asset Management LLC | 14,687 | $1.51M | 0.59% | −1,000−6.4% | Reduced |
| Waterfront Wealth Inc. | 14,074 | $1.51M | 0.31% | +83+0.6% | Added |
| Traphagen Investment Advisors LLC | 14,693 | $1.51M | 0.13% | +76+0.5% | Added |
| W.H. Cornerstone Investments Inc. | 14,728 | $1.52M | 0.93% | −121−0.8% | Reduced |
| Wincap Financial LLC | 14,749 | $1.52M | 1.05% | +882+6.4% | Added |
| Childress Capital Advisors, LLC | 14,752 | $1.52M | 0.28% | +2,455+20.0% | Added |
| Fox Hill Wealth Management | 14,764 | $1.52M | 0.71% | −275−1.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 14,806 | $1.53M | 0.18% | +1,208+8.9% | Added |
| Cowa, LLC | 14,900 | $1.54M | 0.51% | −1,033−6.5% | Reduced |
| Bridgewealth Advisory Group, LLC | 14,911 | $1.54M | 0.36% | −653−4.2% | Reduced |
| Chapin Davis, Inc. | 14,914 | $1.54M | 0.38% | +1,010+7.3% | Added |
| IMS Capital Management | 14,934 | $1.54M | 0.71% | −982−6.2% | Reduced |
| Insight Advisors, LLC | 14,953 | $1.54M | 0.24% | −1,710−10.3% | Reduced |
| Graham Capital Management, L.P. | 14,972 | $1.54M | 0.06% | −24,036−61.6% | Reduced |
| Cypress Wealth Services, LLC | 14,996 | $1.55M | 0.25% | +390+2.7% | Added |
| Romano Brothers and Company | 15,000 | $1.55M | 0.18% | −1,000−6.3% | Reduced |
| Monetta Financial Services Inc | 15,000 | $1.55M | 1.08% | 00.0% | Unchanged |
| Ally Financial Inc. | 15,000 | $1.55M | 0.19% | +15,000 | New |
| Compass Financial Group, INC | 15,001 | $1.55M | 0.23% | −193−1.3% | Reduced |
| Bank of Jackson Hole Trust | 15,045 | $1.55M | 0.78% | +42+0.3% | Added |
| Boston Trust Walden Corp | 15,059 | $1.55M | 0.01% | +283+1.9% | Added |
| Curbstone Financial Management Corp | 15,068 | $1.55M | 0.30% | −100−0.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 15,078 | $1.55M | 1.05% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 15,086 | $1.55M | 0.98% | +5,186+52.4% | Added |
| White Lighthouse Investment Management Inc. | 15,111 | $1.56M | 0.24% | −5,410−26.4% | Reduced |
| Delap Wealth Advisory, LLC | 15,280 | $1.56M | 0.66% | +106+0.7% | Added |
| American Capital Advisory, LLC | 15,158 | $1.56M | 0.72% | +13+0.1% | Added |
| Probity Advisors, Inc. | 15,158 | $1.56M | 0.25% | −100−0.7% | Reduced |
| Schear Investment Advisers, LLC | 15,177 | $1.56M | 0.70% | +388+2.6% | Added |
| Morris Retirement Advisors, LLC | 15,197 | $1.57M | 0.68% | +1,298+9.3% | Added |
| Congress Asset Management Co | 15,229 | $1.57M | 0.01% | −7,193−32.1% | Reduced |
| Augustine Asset Management Inc | 15,234 | $1.57M | 0.32% | +79+0.5% | Added |
| GenTrust, LLC | 15,246 | $1.57M | 0.07% | +15,246 | New |
| Embree Financial Group | 15,289 | $1.58M | 0.21% | +491+3.3% | Added |
| Ullmann Financial Group, Inc. | 15,295 | $1.58M | 0.17% | +135+0.9% | Added |
| Breakwater Capital Group | 15,332 | $1.58M | 0.23% | −103−0.7% | Reduced |
| MONECO Advisors, LLC | 15,340 | $1.58M | 0.13% | −142−0.9% | Reduced |
| Sanders Morris Harris LLC | 15,357 | $1.58M | 0.21% | +2,733+21.6% | Added |
| Marino, Stram & Associates LLC | 15,374 | $1.58M | 0.28% | +11+0.1% | Added |
| Tred Avon Family Wealth, LLC | 15,397 | $1.59M | 0.55% | +15,397 | New |
| Fearless Solutions, LLC dba Best Invest | 15,404 | $1.59M | 1.02% | +21+0.1% | Added |
| DT Investment Partners, LLC | 15,405 | $1.59M | 0.13% | −792−4.9% | Reduced |
| Titleist Asset Management, LLC | 15,470 | $1.59M | 0.14% | +212+1.4% | Added |
| QTR Family Wealth, LLC | 15,526 | $1.60M | 0.76% | +6,116+65.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 15,530 | $1.60M | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15,544 | $1.60M | 0.69% | −2,946−15.9% | Reduced |
| Summa Corp. | 15,571 | $1.60M | 0.71% | +251+1.6% | Added |
| Richard P Slaughter Associates Inc | 15,573 | $1.60M | 0.35% | −1,678−9.7% | Reduced |
| Lake Street Financial LLC | 15,634 | $1.61M | 0.21% | +826+5.6% | Added |
| Garrett Wealth Advisory Group, LLC | 15,660 | $1.61M | 0.31% | +8+0.1% | Added |
| Mount Lucas Management LP | 15,685 | $1.62M | 0.73% | +480+3.2% | Added |
| Fulcrum Equity Management | 15,727 | $1.62M | 1.64% | +34+0.2% | Added |
| Abbot Financial Management, Inc. | 15,741 | $1.62M | 0.69% | −25−0.2% | Reduced |
| Crescent Sterling, Ltd. | 15,767 | $1.62M | 1.71% | −271−1.7% | Reduced |
| MSH Capital Advisors LLC | 15,783 | $1.63M | 0.44% | +1,221+8.4% | Added |
| Deseret Mutual Benefit Administrators | 15,793 | $1.63M | 0.68% | −2,133−11.9% | Reduced |
| Concentrum Wealth Management | 15,839 | $1.63M | 0.47% | +1,327+9.1% | Added |
| Armor Investment Advisors, LLC | 15,842 | $1.63M | 0.52% | −196−1.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 15,847 | $1.63M | 0.50% | +135+0.9% | Added |
| CRA Financial Services, LLC | 15,870 | $1.64M | 0.22% | +262+1.7% | Added |
| Lee Financial Co | 15,917 | $1.64M | 0.21% | +1,138+7.7% | Added |
| Fukoku Mutual Life Insurance Co | 15,923 | $1.64M | 0.10% | −1,136−6.7% | Reduced |
| Legacy Capital Group California, Inc. | 15,924 | $1.64M | 0.42% | +59+0.4% | Added |
| ISAM Funds (UK) Ltd | 15,950 | $1.64M | 0.34% | −4,626−22.5% | Reduced |
| Connecticut Wealth Management, LLC | 15,969 | $1.65M | 0.07% | +208+1.3% | Added |
| Hartford Financial Management Inc. | 16,080 | $1.66M | 0.44% | −30−0.2% | Reduced |
| Angeles Wealth Management, LLC | 16,090 | $1.66M | 0.10% | +327+2.1% | Added |
| Sunburst Financial Group, LLC | 16,103 | $1.66M | 0.35% | +663+4.3% | Added |
| Beacon Capital Management, LLC | 16,112 | $1.66M | 0.24% | −412−2.5% | Reduced |
| Pacific Point Advisors, LLC | 16,146 | $1.66M | 0.97% | +208+1.3% | Added |
| Wealth Management Partners, LLC | 16,165 | $1.67M | 0.53% | +163+1.0% | Added |
| T. Rowe Price Investment Management, Inc. | 16,200 | $1.67M | 0.00% | +16,200 | New |
| Pin Oak Investment Advisors Inc | 16,231 | $1.67M | 1.20% | −306−1.9% | Reduced |
| Crews Bank & Trust | 16,243 | $1.67M | 0.25% | −81−0.5% | Reduced |
| Element Wealth, LLC | 16,254 | $1.68M | 0.73% | +1,480+10.0% | Added |
| MRP Capital Investments, LLC | 17,169 | $1.68M | 1.44% | −9,875−36.5% | Reduced |
| Archetype Wealth Partners | 16,301 | $1.68M | 0.21% | −375−2.2% | Reduced |
| Apex Wealth Management, LLC | 16,303 | $1.68M | 1.20% | +38+0.2% | Added |
| Hurlow Wealth Management Group, Inc. | 16,371 | $1.69M | 0.44% | −5,940−26.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 16,375 | $1.69M | 0.11% | +527+3.3% | Added |
| Coordinated Financial Services, Inc. | 16,377 | $1.69M | 1.08% | +23+0.1% | Added |
| Davis R M Inc | 16,379 | $1.69M | 0.03% | +380+2.4% | Added |
| Perennial Investment Advisors, LLC | 16,384 | $1.69M | 0.14% | +75+0.5% | Added |
| Dillon & Associates Inc | 16,397 | $1.69M | 0.22% | −297−1.8% | Reduced |
| Floyd Financial Group LLC | 16,562 | $1.69M | 1.25% | +279+1.7% | Added |
| TD Capital Management LLC | 16,453 | $1.70M | 0.15% | −3,935−19.3% | Reduced |
| Lord & Richards Wealth Management, LLC | 16,489 | $1.70M | 1.56% | +1,642+11.1% | Added |
| Enhancing Capital LLC | 16,500 | $1.70M | 1.24% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 16,557 | $1.71M | 0.54% | +730+4.6% | Added |
| Cim Investment Mangement Inc | 16,568 | $1.71M | 0.46% | −168−1.0% | Reduced |
| Eagle Global Advisors LLC | 16,568 | $1.71M | 0.07% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 16,574 | $1.71M | 0.73% | −209−1.2% | Reduced |