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 |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 18,910 | $1.95M | 0.23% | +349+1.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 18,935 | $1.95M | 0.48% | +1,056+5.9% | Added |
| Versant Capital Management, Inc | 18,937 | $1.95M | 0.27% | +4,622+32.3% | Added |
| Golden State Wealth Management, LLC | 18,937 | $1.95M | 0.22% | +2,273+13.6% | Added |
| Great Diamond Partners, LLC | 18,977 | $1.96M | 0.38% | −159−0.8% | Reduced |
| Intrepid Capital Management Inc | 19,007 | $1.96M | 0.77% | −240−1.2% | Reduced |
| Strategic Financial Concepts, LLC | 19,039 | $1.96M | 0.29% | −1,189−5.9% | Reduced |
| Resolute Wealth Strategies, LLC | 19,048 | $1.96M | 0.90% | −296−1.5% | Reduced |
| Benin Management CORP | 19,073 | $1.97M | 0.47% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 19,123 | $1.97M | 0.76% | −797−4.0% | Reduced |
| Kennebec Savings Bank | 19,142 | $1.97M | 1.80% | +114+0.6% | Added |
| Aprio Wealth Management, LLC | 19,147 | $1.97M | 0.20% | +2,452+14.7% | Added |
| HHM Wealth Advisors, LLC | 19,203 | $1.98M | 0.23% | −773−3.9% | Reduced |
| Fire Capital Management LLC | 19,217 | $1.98M | 1.14% | +306+1.6% | Added |
| Farmers National Bank | 19,242 | $1.98M | 0.47% | +299+1.6% | Added |
| Principle Wealth Partners LLC | 19,251 | $1.98M | 0.12% | −1,307−6.4% | Reduced |
| Allen Capital Group, LLC | 19,302 | $1.99M | 0.19% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 19,338 | $1.99M | 0.28% | +107+0.6% | Added |
| Woodward Diversified Capital, LLC | 19,372 | $2.00M | 0.93% | +59+0.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 19,397 | $2.00M | 0.47% | +701+3.7% | Added |
| BKM Wealth Management, LLC | 19,403 | $2.00M | 0.74% | +189+1.0% | Added |
| Brady Family Wealth, LLC | 19,410 | $2.00M | 0.62% | −120−0.6% | Reduced |
| Boltwood Capital Management | 19,439 | $2.00M | 0.53% | −343−1.7% | Reduced |
| Jump Financial, LLC | 19,496 | $2.01M | 0.03% | −121,725−86.2% | Reduced |
| Transcendent Capital Group LLC | 19,526 | $2.01M | 0.90% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 19,531 | $2.01M | 0.21% | −639−3.2% | Reduced |
| Sageworth Trust Co | 19,543 | $2.01M | 0.09% | +19,543 | New |
| ORG Wealth Partners, LLC | 19,650 | $2.03M | 0.43% | +4,984+34.0% | Added |
| Core Wealth Partners LLC | 19,691 | $2.03M | 0.93% | +1,166+6.3% | Added |
| Apella Capital, LLC | 19,085 | $2.03M | 0.05% | +1,902+11.1% | Added |
| Arista Wealth Management, LLC | 19,768 | $2.04M | 0.25% | −1,507−7.1% | Reduced |
| Machina Capital S.A.S. | 19,783 | $2.04M | 0.36% | +12,653+177.5% | Added |
| Pioneer Trust Bank N A | 19,800 | $2.04M | 0.48% | −395−2.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,813 | $2.04M | 0.24% | +214+1.1% | Added |
| Intrua Financial, LLC | 19,827 | $2.04M | 0.24% | +1,103+5.9% | Added |
| Morey & Quinn Wealth Partners, LLC | 19,832 | $2.04M | 1.51% | −92−0.5% | Reduced |
| First Command Advisory Services, Inc. | 19,854 | $2.05M | 0.01% | −232−1.2% | Reduced |
| Vista Investment Partners LLC | 19,919 | $2.05M | 0.57% | −33−0.2% | Reduced |
| Heartland Bank & Trust Co | 19,934 | $2.05M | 0.85% | −6,755−25.3% | Reduced |
| Investment Partners, Ltd. | 19,975 | $2.06M | 0.72% | +269+1.4% | Added |
| Bell Bank | 19,979 | $2.06M | 0.09% | −224−1.1% | Reduced |
| Anb Bank | 19,983 | $2.06M | 0.84% | −1,316−6.2% | Reduced |
| Financial Engines Advisors L.L.C. | 19,993 | $2.06M | 0.00% | +1,282+6.9% | Added |
| General Partner, Inc. | 20,030 | $2.06M | 1.14% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 20,036 | $2.06M | 0.13% | −1,408−6.6% | Reduced |
| Altfest L J & Co Inc | 20,066 | $2.07M | 0.23% | +127+0.6% | Added |
| Boston Family Office LLC | 20,062 | $2.07M | 0.13% | +75+0.4% | Added |
| Kingstone Capital Partners Texas, LLC | 20,085 | $2.07M | 1.20% | +44+0.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 20,127 | $2.07M | 0.82% | +17+0.1% | Added |
| TCI Wealth Advisors, Inc. | 20,132 | $2.07M | 0.12% | +126+0.6% | Added |
| Redwood Investment Management, LLC | 20,135 | $2.08M | 0.22% | +11,301+127.9% | Added |
| Jupiter Asset Management Ltd | 20,173 | $2.08M | 0.02% | −18,513−47.9% | Reduced |
| LongView Wealth Management | 20,187 | $2.08M | 0.56% | −50−0.2% | Reduced |
| Lifeworks Advisors, LLC | 20,250 | $2.09M | 0.28% | +1,700+9.2% | Added |
| Coppell Advisory Solutions LLC | 20,289 | $2.09M | 0.23% | +968+5.0% | Added |
| Central Pacific Bank - Trust Division | 20,307 | $2.09M | 0.25% | −79−0.4% | Reduced |
| Affiance Financial, LLC | 20,357 | $2.10M | 0.38% | +17,720+672.0% | Added |
| Gallagher Capital Advisors, LLC | 20,916 | $2.11M | 1.22% | −142−0.7% | Reduced |
| MCF Advisors LLC | 20,432 | $2.11M | 0.13% | +1,521+8.0% | Added |
| Klingman & Associates, LLC | 20,433 | $2.11M | 0.11% | +10,174+99.2% | Added |
| KMG Fiduciary Partners, LLC | 20,435 | $2.11M | 0.14% | +41+0.2% | Added |
| Allied Investment Advisors, LLC | 20,476 | $2.11M | 0.34% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 20,501 | $2.11M | 1.11% | +831+4.2% | Added |
| Archer Investment Corp | 20,506 | $2.11M | 0.48% | −7,432−26.6% | Reduced |
| Abacus Planning Group, Inc. | 20,540 | $2.12M | 0.29% | +88+0.4% | Added |
| Professional Financial Advisors, LLC | 20,594 | $2.12M | 0.45% | +40.0% | Added |
| Next Capital Management LLC | 20,600 | $2.12M | 0.71% | 00.0% | Unchanged |
| Grove Bank & Trust | 20,615 | $2.12M | 0.25% | +40+0.2% | Added |
| L2 Asset Management, LLC | 20,616 | $2.12M | 0.31% | +1,332+6.9% | Added |
| TrueWealth Advisors, LLC | 20,622 | $2.13M | 0.57% | +7,104+52.6% | Added |
| Nicholson Wealth Management Group, LLC | 20,754 | $2.14M | 1.25% | +703+3.5% | Added |
| RMR Capital Management, LLC | 20,798 | $2.14M | 1.50% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 20,816 | $2.15M | 0.91% | +327+1.6% | Added |
| Hollencrest Capital Management | 20,820 | $2.15M | 0.08% | +79+0.4% | Added |
| Empirical Asset Management, LLC | 23,778 | $2.15M | 0.60% | +3,306+16.1% | Added |
| Sovran Advisors, LLC | 21,115 | $2.16M | 0.19% | +2,215+11.7% | Added |
| Montecito Bank & Trust | 20,949 | $2.16M | 0.34% | +20,949 | New |
| Roxbury Financial LLC | 20,986 | $2.16M | 2.00% | −78−0.4% | Reduced |
| Grace & White Inc | 21,000 | $2.16M | 0.38% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 21,010 | $2.17M | 0.14% | −4,219−16.7% | Reduced |
| Invst, LLC | 21,061 | $2.17M | 0.25% | +216+1.0% | Added |
| Meritage Portfolio Management | 21,080 | $2.17M | 0.14% | −1,950−8.5% | Reduced |
| Compass Capital Corp | 21,233 | $2.18M | 0.95% | +788+3.9% | Added |
| Hilltop Partners LLC | 21,144 | $2.18M | 0.65% | +3,741+21.5% | Added |
| Mirabella Financial Services LLP | 21,186 | $2.18M | 0.19% | +12,752+151.2% | Added |
| BIP Wealth, LLC | 21,169 | $2.18M | 0.11% | +3,406+19.2% | Added |
| Security Financial Services, INC. | 21,174 | $2.18M | 0.35% | +440+2.1% | Added |
| Redmond Asset Management, LLC | 21,208 | $2.19M | 0.54% | −1,475−6.5% | Reduced |
| Vigilare Wealth Management | 21,211 | $2.19M | 0.76% | −2,081−8.9% | Reduced |
| Bank Ozk | 21,259 | $2.19M | 0.78% | −90−0.4% | Reduced |
| Missouri Trust & Investment Co | 21,320 | $2.20M | 0.65% | −147−0.7% | Reduced |
| SFG Wealth Management, LLC. | 21,343 | $2.20M | 0.95% | −2,191−9.3% | Reduced |
| HMS Capital Management, LLC | 21,379 | $2.20M | 0.93% | −181−0.8% | Reduced |
| First Western Trust Bank | 21,395 | $2.20M | 0.10% | −465−2.1% | Reduced |
| TLWM | 21,415 | $2.21M | 0.40% | +897+4.4% | Added |
| Leonteq Securities AG | 21,424 | $2.21M | 0.12% | −1,964−8.4% | Reduced |
| First National Bank & Trust Co of Newtown | 21,447 | $2.21M | 0.42% | −545−2.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 21,506 | $2.22M | 0.03% | −853−3.8% | Reduced |
| IFC Advisors LLC | 21,510 | $2.22M | 0.41% | −59−0.3% | Reduced |
| Kesler, Norman & Wride, LLC | 24,568 | $2.22M | 0.44% | −44,488−64.4% | Reduced |