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 |
|---|---|---|---|---|---|
| Boxwood Ventures, Inc. | 23,991 | $2.47M | 2.75% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 24,000 | $2.47M | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 24,007 | $2.47M | 0.19% | −353−1.4% | Reduced |
| Advocate Group LLC | 24,073 | $2.48M | 0.41% | −1,525−6.0% | Reduced |
| Sound Income Strategies, LLC | 24,388 | $2.48M | 0.14% | −4,620−15.9% | Reduced |
| Altshuler Shaham Ltd | 24,151 | $2.49M | 0.04% | −28,662−54.3% | Reduced |
| Holistic Planning, LLC | 24,175 | $2.49M | 0.65% | −2,785−10.3% | Reduced |
| Ballast, Inc. | 24,207 | $2.49M | 0.61% | −566−2.3% | Reduced |
| Certified Advisory Corp | 24,259 | $2.50M | 0.24% | +266+1.1% | Added |
| Blue Chip Partners, Inc. | 24,272 | $2.50M | 0.19% | +198+0.8% | Added |
| Ifrah Financial Services, Inc. | 24,290 | $2.50M | 0.65% | +76+0.3% | Added |
| Lineweaver Wealth Advisors, LLC | 24,334 | $2.51M | 0.37% | +495+2.1% | Added |
| LRI Investments, LLC | 24,360 | $2.51M | 0.21% | −2,075−7.8% | Reduced |
| Adirondack Trust Co | 24,361 | $2.51M | 0.84% | −106−0.4% | Reduced |
| Capital Insight Partners, LLC | 24,390 | $2.51M | 0.42% | +163+0.7% | Added |
| Old Second National Bank of Aurora | 24,400 | $2.51M | 0.52% | −816−3.2% | Reduced |
| Concord Asset Management, LLC | 24,415 | $2.52M | 0.46% | −3,449−12.4% | Reduced |
| Quotient Wealth Partners, LLC | 24,435 | $2.52M | 0.07% | +817+3.5% | Added |
| BEAM Asset Management, LLC | 24,452 | $2.52M | 0.69% | −1,556−6.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 24,476 | $2.52M | 1.21% | +1,844+8.1% | Added |
| Kiley Juergens Wealth Management, LLC | 24,481 | $2.52M | 0.56% | −377−1.5% | Reduced |
| Indiana Trust & Investment Management CO | 24,501 | $2.53M | 0.77% | +1,005+4.3% | Added |
| Syverson Strege & Co | 24,503 | $2.53M | 0.61% | −6,051−19.8% | Reduced |
| Arlington Trust Co LLC | 24,503 | $2.53M | 0.45% | +247+1.0% | Added |
| Quent Capital, LLC | 24,512 | $2.53M | 0.21% | +395+1.6% | Added |
| Navalign, LLC | 24,525 | $2.53M | 0.67% | +155+0.6% | Added |
| Tradition Wealth Management, LLC | 24,529 | $2.53M | 0.19% | +90+0.4% | Added |
| Aldebaran Financial Inc. | 24,556 | $2.53M | 2.53% | +998+4.2% | Added |
| BankPlus Trust Department | 24,567 | $2.53M | 0.68% | −312−1.3% | Reduced |
| PBMares Wealth Management LLC | 24,604 | $2.54M | 0.41% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 24,713 | $2.55M | 0.61% | −441−1.8% | Reduced |
| Blackstone Group Inc. | 24,766 | $2.55M | 0.01% | +24,766 | New |
| Aspire Growth Partners LLC | 24,788 | $2.55M | 1.87% | +644+2.7% | Added |
| Pitcairn Co | 24,802 | $2.56M | 0.20% | −5,508−18.2% | Reduced |
| Nicolet Bankshares Inc | 24,849 | $2.56M | 0.41% | +416+1.7% | Added |
| Chesapeake Wealth Management | 24,872 | $2.56M | 0.78% | −465−1.8% | Reduced |
| Iowa State Bank | 24,920 | $2.57M | 0.49% | −2,016−7.5% | Reduced |
| Sirios Capital Management L P | 24,997 | $2.58M | 0.34% | +18,600+290.8% | Added |
| Summit Financial Wealth Advisors, LLC | 25,271 | $2.58M | 0.40% | +1,210+5.0% | Added |
| Magnus Financial Group LLC | 25,006 | $2.58M | 0.20% | +5,230+26.4% | Added |
| Commonwealth Financial Services, LLC | 25,022 | $2.58M | 0.44% | +601+2.5% | Added |
| Syntegra Private Wealth Group, LLC | 25,069 | $2.58M | 0.24% | +616+2.5% | Added |
| Doliver Advisors, LP | 25,174 | $2.59M | 0.67% | +13+0.1% | Added |
| Eisler Capital Management Ltd. | 25,178 | $2.59M | 0.06% | −146,247−85.3% | Reduced |
| Park National Corp | 25,180 | $2.60M | 0.08% | −1,429−5.4% | Reduced |
| RFP Financial Group LLC | 25,371 | $2.60M | 1.06% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 56,290 | $2.60M | 0.35% | −1,403−2.4% | Reduced |
| Exencial Wealth Advisors, LLC | 25,263 | $2.60M | 0.08% | +1,233+5.1% | Added |
| GPS Wealth Strategies Group, LLC | 25,423 | $2.62M | 0.28% | +580+2.3% | Added |
| ZWJ Investment Counsel Inc | 25,428 | $2.62M | 0.09% | +145+0.6% | Added |
| 44 Wealth Management LLC | 25,472 | $2.63M | 0.89% | +62+0.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 25,500 | $2.63M | 1.41% | +900+3.7% | Added |
| Sym Financial Corp | 25,534 | $2.63M | 0.28% | −579−2.2% | Reduced |
| RMB Capital Management, LLC | 25,576 | $2.64M | 0.05% | +1,081+4.4% | Added |
| ABN AMRO Bank N.V. | 25,675 | $2.64M | 0.03% | +18,175+242.3% | Added |
| Strait & Sound Wealth Management LLC | 25,720 | $2.65M | 1.02% | −75−0.3% | Reduced |
| First PREMIER Bank | 25,844 | $2.66M | 0.60% | −946−3.5% | Reduced |
| Samjo Management, LLC | 25,890 | $2.67M | 1.02% | 00.0% | Unchanged |
| TKG Advisors, LLC | 25,890 | $2.67M | 1.14% | +740+2.9% | Added |
| Tempus Wealth Planning, LLC | 25,959 | $2.68M | 0.61% | +914+3.6% | Added |
| RoundAngle Advisors LLC | 26,029 | $2.68M | 2.08% | +34+0.1% | Added |
| Bedel Financial Consulting, Inc. | 26,081 | $2.69M | 0.34% | +216+0.8% | Added |
| Barr E S & Co | 26,104 | $2.69M | 0.15% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 26,116 | $2.69M | 0.65% | +661+2.6% | Added |
| Douglas Lane & Associates, LLC | 26,163 | $2.70M | 0.04% | +3,749+16.7% | Added |
| Texas Bank & Trust Co | 26,199 | $2.70M | 1.02% | −138−0.5% | Reduced |
| Home Federal Bank of Tennessee | 26,310 | $2.71M | 0.73% | 00.0% | Unchanged |
| Ignite Planners, LLC | 26,343 | $2.71M | 0.44% | +317+1.2% | Added |
| Kentucky Trust Co | 26,392 | $2.72M | 1.47% | −199−0.7% | Reduced |
| DGS Capital Management, LLC | 26,403 | $2.72M | 0.50% | +1,285+5.1% | Added |
| Patron Partners Advisors, LLC | 26,433 | $2.72M | 1.23% | +7,825+42.1% | Added |
| Keebeck Wealth Management, LLC | 26,467 | $2.73M | 0.32% | +740+2.9% | Added |
| Marshall Investment Management, LLC | 26,491 | $2.73M | 1.45% | +26,491 | New |
| Lewis Asset Management, LLC | 26,523 | $2.73M | 1.12% | +860+3.4% | Added |
| Precision Wealth Strategies, LLC | 26,553 | $2.74M | 0.89% | +3,258+14.0% | Added |
| Patten Group, Inc. | 26,632 | $2.74M | 0.53% | +3,719+16.2% | Added |
| Sunbeam Capital Management, LLC | 26,635 | $2.74M | 1.71% | −90.0% | Reduced |
| Focused Wealth Management, Inc | 26,671 | $2.75M | 0.30% | +1,350+5.3% | Added |
| Global Trust Asset Management, LLC | 26,687 | $2.75M | 1.24% | +1,455+5.8% | Added |
| Cassaday & Co Wealth Management LLC | 26,712 | $2.75M | 0.06% | −219−0.8% | Reduced |
| Catalyst Financial Partners LLC | 26,714 | $2.75M | 0.33% | +727+2.8% | Added |
| Atala Financial Inc | 26,740 | $2.76M | 1.74% | 00.0% | Unchanged |
| WT Wealth Management | 26,777 | $2.76M | 0.79% | −5,911−18.1% | Reduced |
| Quad-Cities Investment Group, LLC | 26,882 | $2.77M | 1.18% | −946−3.4% | Reduced |
| Prestige Wealth Management Group LLC | 26,928 | $2.78M | 0.54% | −31−0.1% | Reduced |
| Valley Brook Capital Group | 26,955 | $2.78M | 1.87% | −125−0.5% | Reduced |
| Windsor Capital Management, LLC | 27,027 | $2.79M | 0.77% | −4,136−13.3% | Reduced |
| Highview Capital Management LLC | 27,061 | $2.79M | 1.03% | −513−1.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 27,079 | $2.79M | 0.19% | −399−1.5% | Reduced |
| Fragasso Group Inc. | 27,345 | $2.79M | 0.17% | +603+2.3% | Added |
| Calton & Associates, Inc. | 27,136 | $2.80M | 0.42% | +1,337+5.2% | Added |
| XML Financial, LLC | 27,156 | $2.80M | 0.23% | −302−1.1% | Reduced |
| Duncan Williams Asset Management, LLC | 27,165 | $2.80M | 0.79% | +122+0.5% | Added |
| RDA Financial Network | 27,217 | $2.81M | 0.69% | +2,536+10.3% | Added |
| Optimum Investment Advisors | 27,246 | $2.81M | 1.11% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 27,349 | $2.82M | 0.50% | −1,640−5.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 27,440 | $2.83M | 0.93% | −1,145−4.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,442 | $2.83M | 0.45% | +125+0.5% | Added |
| Trust Co of Toledo NA | 27,462 | $2.83M | 0.28% | +145+0.5% | Added |
| Resurgent Financial Advisors LLC | 27,476 | $2.83M | 1.39% | +641+2.4% | Added |