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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 16,580 | $1.71M | 0.27% | +16,580 | New |
| Birchbrook, Inc. | 16,594 | $1.71M | 0.88% | −525−3.1% | Reduced |
| Fullcircle Wealth LLC | 16,737 | $1.71M | 0.60% | −228−1.3% | Reduced |
| Sheets Smith Wealth Management | 16,614 | $1.71M | 0.19% | +12+0.1% | Added |
| Cornerstone Enterprises, LLC | 16,631 | $1.71M | 0.84% | +594+3.7% | Added |
| Revisor Wealth Management LLC | 16,878 | $1.71M | 0.59% | −878−4.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,649 | $1.72M | 0.60% | −501−2.9% | Reduced |
| Silverlake Wealth Management LLC | 16,651 | $1.72M | 0.42% | +477+2.9% | Added |
| Wilson & Boucher Capital Management, LLC | 16,662 | $1.72M | 1.13% | −500−2.9% | Reduced |
| Capital Performance Advisors LLP | 16,698 | $1.72M | 0.28% | +4,044+32.0% | Added |
| ProVise Management Group, LLC | 16,722 | $1.72M | 0.13% | +2,421+16.9% | Added |
| Gould Asset Management LLC | 16,741 | $1.73M | 0.32% | +87+0.5% | Added |
| Somerset Group LLC | 16,749 | $1.73M | 1.37% | +537+3.3% | Added |
| Donaldson Capital Management, LLC | 16,761 | $1.73M | 0.05% | −117−0.7% | Reduced |
| Mairs & Power Inc | 16,767 | $1.73M | 0.02% | +585+3.6% | Added |
| Banco de Sabadell, S.A | 16,759 | $1.73M | 1.15% | +2,636+18.7% | Added |
| Neville Rodie & Shaw Inc | 16,839 | $1.74M | 0.13% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 16,856 | $1.74M | 0.25% | −200−1.2% | Reduced |
| Laraway Financial Inc | 16,874 | $1.74M | 1.19% | +20.0% | Added |
| PFW Advisors LLC | 16,876 | $1.74M | 0.51% | +765+4.7% | Added |
| Rossby Financial, LCC | 17,091 | $1.74M | 0.58% | +300+1.8% | Added |
| Fortis Group Advisors, LLC | 17,272 | $1.75M | 0.30% | +520+3.1% | Added |
| Davies Financial Advisors, Inc. | 16,970 | $1.75M | 1.42% | −2,628−13.4% | Reduced |
| Secured Retirement Advisors, LLC | 16,990 | $1.75M | 0.98% | +1,268+8.1% | Added |
| Louisbourg Investments Inc. | 17,045 | $1.76M | 0.38% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 17,133 | $1.77M | 1.46% | +17,133 | New |
| Red Wave Investments LLC | 17,175 | $1.77M | 0.54% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 17,181 | $1.77M | 1.69% | −137−0.8% | Reduced |
| Papp L Roy & Associates | 17,221 | $1.77M | 0.20% | +395+2.3% | Added |
| Gsa Capital Partners LLP | 17,226 | $1.77M | 0.15% | −35,856−67.5% | Reduced |
| Northwest & Ethical Investments L.P. | 17,235 | $1.78M | 0.04% | −28,948−62.7% | Reduced |
| Tang Capital Management LLC | 17,242 | $1.78M | 0.07% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 17,274 | $1.78M | 0.01% | −5,094−22.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 17,302 | $1.78M | 0.32% | +827+5.0% | Added |
| Relyea Zuckerberg Hanson LLC | 17,347 | $1.79M | 0.19% | −506−2.8% | Reduced |
| Baker Ellis Asset Management LLC | 17,363 | $1.79M | 0.22% | +166+1.0% | Added |
| D'Orazio & Associates, Inc. | 17,380 | $1.79M | 0.24% | +74+0.4% | Added |
| Impact Partnership Wealth, LLC | 17,403 | $1.79M | 0.27% | +3,226+22.8% | Added |
| Triad Wealth Partners, LLC | 17,414 | $1.79M | 0.23% | +4,918+39.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 17,431 | $1.80M | 0.06% | −37,075−68.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 17,482 | $1.80M | 0.29% | +3,157+22.0% | Added |
| Foundation Resource Management Inc | 17,502 | $1.80M | 0.26% | +955+5.8% | Added |
| BayBridge Capital Group, LLC | 17,505 | $1.80M | 1.15% | −1,093−5.9% | Reduced |
| Personal Cfo Solutions, LLC | 17,553 | $1.81M | 0.32% | −823−4.5% | Reduced |
| Lavaca Capital LLC | 17,558 | $1.81M | 0.33% | −12−0.1% | Reduced |
| Rydar Equities, Inc. | 17,807 | $1.82M | 1.45% | −416−2.3% | Reduced |
| Diamant Asset Management, Inc. | 17,706 | $1.82M | 1.34% | +585+3.4% | Added |
| Rice Partnership, LLC | 17,741 | $1.83M | 0.26% | −1,454−7.6% | Reduced |
| Peoples Bank | 17,755 | $1.83M | 1.82% | −11,584−39.5% | Reduced |
| Seven Mile Advisory | 17,776 | $1.83M | 0.30% | +4,278+31.7% | Added |
| Rocky Mountain Advisers, LLC | 17,802 | $1.83M | 0.54% | −398−2.2% | Reduced |
| Wealthspan Partners, LLC | 17,804 | $1.83M | 0.71% | −101−0.6% | Reduced |
| Gilbert & Cook, Inc. | 17,846 | $1.84M | 0.24% | −4,643−20.6% | Reduced |
| VisionPoint Advisory Group, LLC | 17,937 | $1.85M | 0.37% | +1,072+6.4% | Added |
| Regent Peak Wealth Advisors LLC | 17,985 | $1.85M | 0.37% | +17,985 | New |
| Optas, LLC | 17,994 | $1.85M | 0.31% | +1,936+12.1% | Added |
| Capital Markets Trading UK LLP | 18,000 | $1.85M | 1.90% | +6,125+51.6% | Added |
| Willis Johnson & Associates, Inc. | 18,013 | $1.86M | 0.12% | −24,613−57.7% | Reduced |
| Soltis Investment Advisors LLC | 18,022 | $1.86M | 0.13% | −1,780−9.0% | Reduced |
| Bill Few Associates, Inc. | 18,033 | $1.86M | 0.48% | +333+1.9% | Added |
| Rexford Capital Inc | 18,082 | $1.86M | 1.44% | +51+0.3% | Added |
| Global Assets Advisory, LLC | 18,082 | $1.86M | 0.55% | −5,527−23.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 18,091 | $1.86M | 0.59% | +6,800+60.2% | Added |
| Beaton Management Co. Inc. | 18,107 | $1.87M | 0.85% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 18,193 | $1.88M | 0.63% | +1,503+9.0% | Added |
| MWA Asset Management | 18,253 | $1.88M | 1.04% | −540−2.9% | Reduced |
| First International Bank & Trust | 18,262 | $1.88M | 0.65% | −299−1.6% | Reduced |
| Spreng Capital Management, Inc. | 18,311 | $1.89M | 0.75% | +270+1.5% | Added |
| Shulman DeMeo Asset Management LLC | 18,312 | $1.89M | 0.43% | +572+3.2% | Added |
| JSF Financial, LLC | 18,350 | $1.89M | 0.42% | −881−4.6% | Reduced |
| Waterway Wealth Management, LLC | 18,355 | $1.89M | 0.45% | −268−1.4% | Reduced |
| Ahl Investment Management, Inc. | 18,385 | $1.89M | 1.30% | −100−0.5% | Reduced |
| St. Louis Trust Co | 18,411 | $1.90M | 0.24% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 18,421 | $1.90M | 0.18% | −20−0.1% | Reduced |
| Cornerstone Select Advisors, LLC | 18,435 | $1.90M | 1.40% | +1,111+6.4% | Added |
| Private Wealth Partners, LLC | 18,437 | $1.90M | 0.14% | −190−1.0% | Reduced |
| Diversified Enterprises, LLC | 18,471 | $1.90M | 0.13% | +596+3.3% | Added |
| Resonant Capital Advisors, LLC | 18,480 | $1.90M | 0.11% | +1,255+7.3% | Added |
| Aberdeen Wealth Management LLC | 18,480 | $1.90M | 1.20% | −448−2.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 18,521 | $1.91M | 0.52% | −1,339−6.7% | Reduced |
| WD Rutherford LLC | 18,561 | $1.91M | 0.81% | +8,396+82.6% | Added |
| Harfst & Associates, Inc. | 18,565 | $1.91M | 0.35% | +152+0.8% | Added |
| Beutel, Goodman & Co Ltd. | 18,573 | $1.91M | 0.01% | −925−4.7% | Reduced |
| Ipsen Advisor Group LLC | 18,603 | $1.92M | 1.38% | −548−2.9% | Reduced |
| KWB Wealth | 19,611 | $1.92M | 0.21% | −96−0.5% | Reduced |
| First Financial Bank - Trust Division | 18,634 | $1.92M | 0.16% | −2,596−12.2% | Reduced |
| Beaumont Financial Advisors, LLC | 18,641 | $1.92M | 0.13% | +2,066+12.5% | Added |
| Sivia Capital Partners, LLC | 18,683 | $1.93M | 0.54% | +5,675+43.6% | Added |
| Atlas Brown,Inc. | 18,687 | $1.93M | 0.57% | −125−0.7% | Reduced |
| Yoffe Investment Management, LLC | 18,687 | $1.93M | 2.51% | +10.0% | Added |
| Gutierrez Wealth Advisory, LLC | 18,712 | $1.93M | 1.23% | −19,418−50.9% | Reduced |
| Slagle Financial, LLC | 18,717 | $1.93M | 0.71% | +40+0.2% | Added |
| Total Investment Management Inc | 18,761 | $1.93M | 0.25% | −44−0.2% | Reduced |
| Norden Group LLC | 18,763 | $1.93M | 0.20% | +2,430+14.9% | Added |
| Virtus Investment Advisers, Inc. | 18,766 | $1.93M | 0.55% | +4,193+28.8% | Added |
| First Hawaiian Bank | 18,770 | $1.93M | 0.25% | −161−0.9% | Reduced |
| Towerpoint Wealth, LLC | 18,773 | $1.93M | 0.79% | −112−0.6% | Reduced |
| Wealth Architects, LLC | 18,774 | $1.93M | 0.18% | +17+0.1% | Added |
| Arthur M. Cohen & Associates, LLC | 18,815 | $1.94M | 0.33% | +1,315+7.5% | Added |
| Country Trust Bank | 18,899 | $1.95M | 0.04% | −1,097−5.5% | Reduced |