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 |
|---|---|---|---|---|---|
| Drake & Associates, LLC | 27,929 | $2.83M | 0.59% | +20,045+254.2% | Added |
| St. Louis Financial Planners Asset Management, LLC | 27,545 | $2.84M | 1.83% | +27,545 | New |
| Key Client Fiduciary Advisors, LLC | 27,552 | $2.84M | 0.96% | +14+0.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,213 | $2.84M | 0.95% | +425+1.6% | Added |
| Beese Fulmer Investment Management, Inc. | 27,669 | $2.85M | 0.20% | +2,728+10.9% | Added |
| Mosaic Family Wealth Partners, LLC | 27,803 | $2.87M | 0.34% | +2,300+9.0% | Added |
| Cidel Asset Management Inc | 27,869 | $2.87M | 0.16% | −1,240−4.3% | Reduced |
| Advisors Preferred, LLC | 28,200 | $2.88M | 0.42% | 00.0% | Unchanged |
| Concord Wealth Partners | 27,938 | $2.88M | 0.40% | +74+0.3% | Added |
| Aviance Capital Partners, LLC | 27,959 | $2.88M | 0.34% | −814−2.8% | Reduced |
| Hilltop National Bank | 27,999 | $2.89M | 0.71% | +392+1.4% | Added |
| Wealth Alliance | 28,011 | $2.89M | 0.30% | −276−1.0% | Reduced |
| Great Lakes Retirement, Inc. | 28,033 | $2.89M | 0.32% | +301+1.1% | Added |
| Founders Financial Securities LLC | 28,051 | $2.89M | 0.20% | +309+1.1% | Added |
| Silphium Asset Management Ltd | 28,079 | $2.89M | 0.86% | −53,500−65.6% | Reduced |
| SJS Investment Consulting Inc. | 28,108 | $2.90M | 0.40% | +26,546+1,699.5% | Added |
| CoreFirst Bank & Trust | 28,136 | $2.90M | 1.57% | −839−2.9% | Reduced |
| Lincoln Capital Corp | 28,190 | $2.91M | 1.04% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 28,724 | $2.91M | 1.70% | +22+0.1% | Added |
| Drive Wealth Management, LLC | 28,207 | $2.91M | 0.62% | +234+0.8% | Added |
| Shell Asset Management Co | 28,216 | $2.91M | 0.29% | +13,976+98.1% | Added |
| Jeppson Wealth Management, LLC | 28,239 | $2.91M | 0.93% | −308−1.1% | Reduced |
| Bangor Savings Bank | 28,312 | $2.92M | 0.24% | −1,253−4.2% | Reduced |
| Thrive Capital Management, LLC | 28,376 | $2.92M | 0.75% | +25,756+983.1% | Added |
| Legacy Financial Advisors, Inc. | 28,407 | $2.93M | 0.40% | +2,934+11.5% | Added |
| TBH Global Asset Management, LLC | 28,699 | $2.96M | 0.58% | +751+2.7% | Added |
| FCG Investment Co | 28,717 | $2.96M | 1.39% | −6,188−17.7% | Reduced |
| Oxbow Advisors, LLC | 28,780 | $2.97M | 0.28% | +120+0.4% | Added |
| Avantax Planning Partners, Inc. | 28,796 | $2.97M | 0.09% | −211−0.7% | Reduced |
| RKL Wealth Management LLC | 28,797 | $2.97M | 0.25% | −1,652−5.4% | Reduced |
| SWS Partners | 28,932 | $2.98M | 0.73% | +962+3.4% | Added |
| Zullo Investment Group, Inc. | 28,944 | $2.98M | 1.10% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 28,944 | $2.98M | 0.56% | +217+0.8% | Added |
| Brookwood Investment Group LLC | 28,950 | $2.98M | 0.39% | −7,927−21.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 29,042 | $2.99M | 1.51% | +29,042 | New |
| Mystic Asset Management, Inc. | 29,050 | $2.99M | 0.68% | −20.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 28,172 | $3.00M | 1.99% | −1,210−4.1% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 29,137 | $3.00M | 0.23% | −17−0.1% | Reduced |
| CVA Family Office, LLC | 29,199 | $3.01M | 0.39% | +15+0.1% | Added |
| Alberta Investment Management Corp | 29,200 | $3.01M | 0.02% | −5,390−15.6% | Reduced |
| Magnolia Capital Advisors LLC | 29,224 | $3.01M | 0.79% | −1,531−5.0% | Reduced |
| Premier Path Wealth Partners, LLC | 29,301 | $3.02M | 0.39% | +1,483+5.3% | Added |
| Birinyi Associates Inc | 29,300 | $3.02M | 0.77% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 29,326 | $3.02M | 0.31% | −277−0.9% | Reduced |
| Bailard, Inc. | 29,445 | $3.03M | 0.07% | +99+0.3% | Added |
| RF&L Wealth Management, LLC | 29,454 | $3.04M | 1.78% | +54+0.2% | Added |
| Oak Harvest Investment Services | 29,459 | $3.04M | 0.35% | −184−0.6% | Reduced |
| Pettee Investors, Inc. | 29,547 | $3.05M | 1.68% | −3,338−10.2% | Reduced |
| First Dallas Securities Inc. | 29,604 | $3.05M | 1.14% | +503+1.7% | Added |
| Edmond de Rothschild Holding S.A. | 29,679 | $3.06M | 0.05% | +5,226+21.4% | Added |
| Massachusetts Wealth Management | 29,704 | $3.06M | 1.52% | +1,200+4.2% | Added |
| Portfolio Design Labs, LLC | 29,713 | $3.06M | 0.53% | +26,639+866.6% | Added |
| G&S Capital LLC | 29,722 | $3.06M | 1.13% | −284−0.9% | Reduced |
| Pallas Capital Advisors LLC | 29,728 | $3.06M | 0.11% | +14,837+99.6% | Added |
| GTS Securities LLC | 29,817 | $3.07M | 0.12% | +18,355+160.1% | Added |
| Capital International Inc | 29,850 | $3.08M | 0.02% | +29,850 | New |
| Symmetry Partners, LLC | 29,851 | $3.08M | 0.33% | +9,834+49.1% | Added |
| Whalerock Point Partners, LLC | 29,883 | $3.08M | 0.63% | 00.0% | Unchanged |
| Sunpointe, LLC | 29,925 | $3.08M | 1.11% | +1,418+5.0% | Added |
| 49 Wealth Management, LLC | 29,978 | $3.09M | 0.29% | +9,586+47.0% | Added |
| Accretive Wealth Partners, LLC | 30,025 | $3.09M | 0.94% | +294+1.0% | Added |
| Outfitter Financial LLC | 30,070 | $3.10M | 2.51% | −1,225−3.9% | Reduced |
| Carnegie Lake Advisors LLC | 30,081 | $3.10M | 1.19% | 00.0% | Unchanged |
| World Equity Group, Inc. | 30,098 | $3.10M | 0.70% | −1,082−3.5% | Reduced |
| Detalus Advisors, LLC | 30,136 | $3.11M | 0.80% | −90−0.3% | Reduced |
| Vaughan David Investments LLC | 30,266 | $3.12M | 0.07% | +246+0.8% | Added |
| Formidable Asset Management, LLC | 31,936 | $3.12M | 0.49% | +262+0.8% | Added |
| Triton Wealth Management, PLLC | 30,961 | $3.13M | 1.19% | +296+1.0% | Added |
| MidWestOne Financial Group, Inc. | 30,357 | $3.13M | 0.38% | +382+1.3% | Added |
| MTM Investment Management, LLC | 30,501 | $3.14M | 1.00% | +80.0% | Added |
| Evernest Financial Advisors, LLC | 30,502 | $3.14M | 0.88% | +11,908+64.0% | Added |
| Miller Investment Management, LP | 30,585 | $3.15M | 0.32% | −17,865−36.9% | Reduced |
| Clarius Group, LLC | 30,589 | $3.15M | 0.19% | −13,498−30.6% | Reduced |
| Exchange Bank | 30,767 | $3.17M | 2.20% | −304−1.0% | Reduced |
| Sterling Investment Counsel, LLC | 30,801 | $3.17M | 1.02% | +21,969+248.7% | Added |
| Wellington Shields Capital Management, LLC | 30,887 | $3.18M | 0.48% | +850+2.8% | Added |
| VCI Wealth Management LLC | 30,892 | $3.18M | 0.97% | +3,766+13.9% | Added |
| LCM Capital Management Inc | 30,948 | $3.19M | 1.53% | −140.0% | Reduced |
| Schwab Charitable Fund | 31,000 | $3.19M | 0.06% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 31,020 | $3.20M | 0.90% | +2,815+10.0% | Added |
| Strong Tower Advisory Services | 31,049 | $3.20M | 0.61% | +274+0.9% | Added |
| Meeder Asset Management Inc | 31,120 | $3.21M | 0.18% | −275,083−89.8% | Reduced |
| PDS Planning, Inc | 31,152 | $3.21M | 0.22% | +388+1.3% | Added |
| Register Financial Advisors LLC | 31,166 | $3.21M | 1.26% | +776+2.6% | Added |
| CSM Advisors, LLC | 31,379 | $3.23M | 0.09% | −164,251−84.0% | Reduced |
| Camden Capital, LLC | 31,396 | $3.24M | 0.22% | +2,769+9.7% | Added |
| SBI Securities Co., Ltd. | 31,463 | $3.24M | 0.08% | −3,239−9.3% | Reduced |
| Watts Gwilliam & Co., LLC | 31,496 | $3.25M | 0.52% | +2,297+7.9% | Added |
| Armis Advisers, LLC | 31,875 | $3.25M | 0.30% | +8,759+37.9% | Added |
| Comgest Global Investors S.A.S. | 31,531 | $3.25M | 0.06% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 31,578 | $3.25M | 0.18% | −583−1.8% | Reduced |
| Disciplined Investments, LLC | 31,579 | $3.25M | 1.30% | +302+1.0% | Added |
| Baker Avenue Asset Management, LP | 31,619 | $3.26M | 0.08% | +5,944+23.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 31,679 | $3.26M | 0.34% | −77−0.2% | Reduced |
| Sterling Investment Management, Inc. | 31,681 | $3.27M | 1.96% | +837+2.7% | Added |
| Bank & Trust Co | 31,726 | $3.27M | 2.42% | −60−0.2% | Reduced |
| Zhang Financial LLC | 31,740 | $3.27M | 0.13% | +3,937+14.2% | Added |
| Argent Capital Management LLC | 31,743 | $3.27M | 0.09% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 31,784 | $3.27M | 1.38% | −420−1.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 31,848 | $3.28M | 0.19% | +885+2.9% | Added |