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 |
|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 21,596 | $2.23M | 0.38% | +693+3.3% | Added |
| Procyon Private Wealth Partners, LLC | 21,597 | $2.23M | 0.13% | +3,067+16.6% | Added |
| Costello Asset Management, INC | 21,604 | $2.23M | 0.75% | −96−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 21,631 | $2.23M | 0.14% | +1,617+8.1% | Added |
| Chicago Trust Co NA | 21,653 | $2.23M | 0.31% | −1,988−8.4% | Reduced |
| Eukles Asset Management | 21,662 | $2.23M | 0.87% | +21,482+11,934.4% | Added |
| MJP Associates Inc | 21,666 | $2.23M | 0.29% | +1,129+5.5% | Added |
| Canvas Wealth Advisors, LLC | 21,882 | $2.23M | 0.41% | +881+4.2% | Added |
| Mountain Pacific Investment Advisers Inc | 21,690 | $2.24M | 0.35% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 21,699 | $2.24M | 0.82% | +1,254+6.1% | Added |
| Davis Capital Management | 21,786 | $2.25M | 1.56% | +21,786 | New |
| First Commonwealth Financial Corp | 21,794 | $2.25M | 0.38% | +439+2.1% | Added |
| Blueprint Investment Partners LLC | 21,798 | $2.25M | 0.32% | −18−0.1% | Reduced |
| Financial Partners Group, Inc | 21,810 | $2.25M | 0.28% | +38+0.2% | Added |
| Alta Advisers Ltd | 21,813 | $2.25M | 0.69% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 21,835 | $2.25M | 0.15% | −3,111−12.5% | Reduced |
| Live Oak Private Wealth LLC | 21,835 | $2.25M | 0.31% | −311−1.4% | Reduced |
| Painted Porch Advisors LLC | 21,850 | $2.25M | 0.86% | −60.0% | Reduced |
| Nwam LLC | 21,088 | $2.25M | 0.12% | −823−3.8% | Reduced |
| Consilium Wealth Advisory, LLC | 21,863 | $2.25M | 0.87% | −354−1.6% | Reduced |
| LVW Advisors, LLC | 21,896 | $2.26M | 0.23% | −825−3.6% | Reduced |
| Lincoln Capital LLC | 22,139 | $2.26M | 0.42% | +181+0.8% | Added |
| CNB Bank | 21,928 | $2.26M | 0.94% | +961+4.6% | Added |
| Shum Financial Group, Inc. | 21,940 | $2.26M | 1.69% | +21,940 | New |
| Northwest Wealth Management, LLC | 21,946 | $2.26M | 0.37% | +888+4.2% | Added |
| Ridgepath Capital Management LLC | 21,969 | $2.26M | 0.97% | +44+0.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $2.27M | 1.09% | +19,000+633.3% | Added |
| Intellectus Partners, LLC | 22,003 | $2.27M | 0.44% | −523−2.3% | Reduced |
| Chicago Capital, LLC | 22,121 | $2.28M | 0.06% | −9,001−28.9% | Reduced |
| Trustco Bank Corp N Y | 22,177 | $2.29M | 2.06% | −110−0.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 22,181 | $2.29M | 0.18% | +558+2.6% | Added |
| Capital Management Associates | 22,200 | $2.29M | 3.41% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 22,224 | $2.29M | 0.89% | +705+3.3% | Added |
| Saxon Interests, Inc. | 23,618 | $2.29M | 0.90% | +33+0.1% | Added |
| ZEGA Investments, LLC | 22,226 | $2.29M | 0.53% | +12+0.1% | Added |
| Cove Private Wealth, LLC | 22,240 | $2.29M | 0.73% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 22,291 | $2.30M | 0.60% | −1,142−4.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 22,317 | $2.30M | 0.32% | +254+1.2% | Added |
| Old Port Advisors | 22,319 | $2.30M | 0.58% | −436−1.9% | Reduced |
| Global Financial Private Client, LLC | 22,327 | $2.30M | 0.82% | −302−1.3% | Reduced |
| Bridgewater Advisors Inc. | 22,639 | $2.30M | 0.16% | +143+0.6% | Added |
| Liberty Capital Management, Inc. | 22,338 | $2.30M | 0.43% | +1,110+5.2% | Added |
| GFG Capital, LLC | 22,338 | $2.30M | 0.80% | −65−0.3% | Reduced |
| Prudent Man Advisors, LLC | 22,343 | $2.30M | 0.85% | −697−3.0% | Reduced |
| Ethos Financial Group, LLC | 22,383 | $2.31M | 0.18% | −689−3.0% | Reduced |
| Charles Schwab Trust Co | 22,388 | $2.31M | 0.16% | +1,613+7.8% | Added |
| Uncommon Cents Investing LLC | 22,509 | $2.32M | 0.58% | −25−0.1% | Reduced |
| Providence First Trust Co | 22,568 | $2.33M | 0.81% | +1,770+8.5% | Added |
| Royal Capital Wealth Management, LLC | 22,600 | $2.33M | 1.43% | −100.0% | Reduced |
| Beech Hill Advisors, Inc. | 22,606 | $2.33M | 1.09% | −4,910−17.8% | Reduced |
| CMG Global Holdings, LLC | 21,398 | $2.33M | 1.14% | +324+1.5% | Added |
| American State Bank (Iowa) | 22,645 | $2.33M | 1.19% | −182−0.8% | Reduced |
| Proactive Wealth Strategies LLC | 22,662 | $2.34M | 1.01% | +1,772+8.5% | Added |
| Private Harbour Investment Management & Counsel, LLC | 22,673 | $2.34M | 2.42% | −1,340−5.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 22,686 | $2.34M | 1.18% | −501−2.2% | Reduced |
| Narwhal Capital Management | 22,689 | $2.34M | 0.17% | −9,517−29.6% | Reduced |
| Inlet Private Wealth, LLC | 22,692 | $2.34M | 0.53% | +792+3.6% | Added |
| Adamsbrown Wealth Consultants LLC | 22,706 | $2.34M | 0.64% | +180+0.8% | Added |
| Zions Bancorporation, National Association | 22,722 | $2.34M | 0.12% | +3,520+18.3% | Added |
| Sky Investment Group LLC | 22,732 | $2.34M | 0.39% | +120+0.5% | Added |
| WMG Financial Advisors, LLC | 22,795 | $2.35M | 0.78% | +222+1.0% | Added |
| Stonegate Management LLC | 22,808 | $2.35M | 1.56% | +22,808 | New |
| Everpar Advisors LLC | 22,848 | $2.35M | 0.93% | +668+3.0% | Added |
| KFG Wealth Management, LLC | 22,852 | $2.36M | 0.34% | −840−3.5% | Reduced |
| Trust Co of the South | 22,877 | $2.36M | 0.39% | +750+3.4% | Added |
| Postrock Partners LLC | 22,883 | $2.36M | 1.04% | 00.0% | Unchanged |
| Foster Group, Inc. | 22,889 | $2.36M | 0.07% | +859+3.9% | Added |
| Winthrop Advisory Group LLC | 22,947 | $2.36M | 0.21% | +245+1.1% | Added |
| Elgethun Capital Management | 23,438 | $2.37M | 0.43% | +101+0.4% | Added |
| Plan Group Financial, LLC | 23,035 | $2.37M | 0.64% | +2,191+10.5% | Added |
| Orser Capital Management, LLC | 23,043 | $2.37M | 1.31% | −1,780−7.2% | Reduced |
| Verity & Verity, LLC | 23,114 | $2.38M | 0.19% | −3,377−12.7% | Reduced |
| Fiduciary Family Office, LLC | 23,118 | $2.38M | 0.68% | −2,391−9.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 23,179 | $2.39M | 0.63% | −82−0.4% | Reduced |
| Austin Private Wealth, LLC | 23,196 | $2.39M | 0.18% | −2,652−10.3% | Reduced |
| Brown Financial Advisors | 23,230 | $2.39M | 0.88% | +250+1.1% | Added |
| Park Place Capital Corp | 23,287 | $2.40M | 0.51% | −713−3.0% | Reduced |
| KC Investment Advisors, LLC | 22,706 | $2.41M | 0.66% | +73+0.3% | Added |
| Vivaldi Capital Management, LLC | 23,395 | $2.41M | 0.34% | +207+0.9% | Added |
| CWS Financial Advisors, LLC | 23,397 | $2.41M | 0.67% | +12+0.1% | Added |
| Icon Wealth Advisors, LLC | 23,456 | $2.42M | 0.16% | −1,404−5.6% | Reduced |
| Southeast Asset Advisors Inc. | 23,461 | $2.42M | 0.26% | +100.0% | Added |
| Oak Harbor Wealth Partners, LLC | 23,500 | $2.42M | 0.60% | −142−0.6% | Reduced |
| Enterprise Financial Services Corp | 23,517 | $2.42M | 1.25% | −17−0.1% | Reduced |
| Quilter Plc | 23,533 | $2.43M | 0.04% | −550−2.3% | Reduced |
| Paradigm Asset Management Co LLC | 23,536 | $2.43M | 0.56% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 23,543 | $2.43M | 0.76% | −240−1.0% | Reduced |
| Luminist Capital LLC | 23,611 | $2.43M | 2.10% | +2,410+11.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 23,619 | $2.43M | 0.04% | +3,071+14.9% | Added |
| Lokken Investment Group LLC | 23,681 | $2.44M | 0.84% | −767−3.1% | Reduced |
| SeaCrest Wealth Management, LLC | 23,826 | $2.45M | 0.26% | −23,898−50.1% | Reduced |
| Bernard Wealth Management Corp. | 23,819 | $2.45M | 1.03% | −228−0.9% | Reduced |
| M Holdings Securities, Inc. | 23,824 | $2.46M | 0.52% | +23,824 | New |
| Burford Brothers, Inc. | 23,830 | $2.46M | 1.05% | −153−0.6% | Reduced |
| Wolff Wiese Magana LLC | 23,837 | $2.46M | 1.39% | +47+0.2% | Added |
| GoalVest Advisory LLC | 23,842 | $2.46M | 0.52% | +1,198+5.3% | Added |
| Net Worth Advisory Group | 23,851 | $2.46M | 0.71% | −2,043−7.9% | Reduced |
| Geneva Capital Management LLC | 23,876 | $2.46M | 0.04% | −900−3.6% | Reduced |
| First Community Trust NA | 23,886 | $2.46M | 1.90% | +52+0.2% | Added |
| Platform Technology Partners | 23,933 | $2.47M | 0.59% | −498−2.0% | Reduced |