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; 4,426 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
- 4,031
- +120 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
- 96
- 1,546 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Wealthstar Advisors, LLC | 1,976 | $203.7K | 0.08% | +1,976 | New |
| IMG Wealth Management, Inc. | 1,977 | $203.8K | 0.14% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 1,978 | $203.9K | 0.12% | +1,978 | New |
| C M Bidwell & Associates Ltd | 1,980 | $204.1K | 0.10% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 1,980 | $204.1K | 0.09% | +1,980 | New |
| McDonough Capital Management, Inc | 1,982 | $204.3K | 0.10% | +1,982 | New |
| Wealth Preservation Advisors, LLC | 1,986 | $204.7K | 0.12% | +7+0.4% | Added |
| Axis Wealth Partners, LLC | 1,987 | $204.8K | 0.12% | +1,987 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,987 | $204.8K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,989 | $205.0K | 0.06% | −160−7.4% | Reduced |
| Banque de Luxembourg S.A. | 1,993 | $205.4K | 0.11% | −704−26.1% | Reduced |
| Abacus Wealth Partners, LLC | 2,001 | $206.2K | 0.03% | +2,001 | New |
| Verus Wealth Management, LLC | 2,001 | $206.2K | 0.19% | +2,001 | New |
| Compton Financial Group, LLC | 2,005 | $206.6K | 0.05% | +2,005 | New |
| Mandatum Life Insurance Co Ltd | 2,010 | $207.2K | 0.05% | +2,010 | New |
| Pictet & Cie (Europe) SA | 2,012 | $207.4K | 0.00% | −783−28.0% | Reduced |
| Dupree Financial Group, LLC | 2,013 | $207.5K | 0.08% | −62−3.0% | Reduced |
| Canton Hathaway, LLC | 2,016 | $208.0K | 0.04% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 2,019 | $208.1K | 0.05% | +2,019 | New |
| Cooper/Haims Advisors, LLC | 2,021 | $208.3K | 0.10% | −450−18.2% | Reduced |
| Guidance Point Advisors, LLC | 2,022 | $208.5K | 0.05% | +2,022 | New |
| Silicon Valley Capital Partners | 2,025 | $208.7K | 0.02% | −54−2.6% | Reduced |
| Randolph Co Inc | 2,042 | $210.4K | 0.02% | +2,042 | New |
| HT Partners LLC | 2,042 | $210.4K | 0.06% | +2,042 | New |
| Three Bridge Wealth Advisors, LLC | 2,043 | $210.6K | 0.05% | −2,718−57.1% | Reduced |
| Alesco Advisors LLC | 2,051 | $211.4K | 0.01% | +2,051 | New |
| Hughes Financial Services, LLC | 2,069 | $211.9K | 0.03% | −1,111−34.9% | Reduced |
| MGO Private Wealth, LLC | 2,058 | $212.1K | 0.13% | +3+0.1% | Added |
| jvl associates llc | 2,059 | $212.2K | 0.07% | −5−0.2% | Reduced |
| Retirement Income Solutions, Inc | 2,061 | $212.4K | 0.04% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 2,063 | $213.0K | 0.04% | −327−13.7% | Reduced |
| Cortland Associates Inc | 2,068 | $213.0K | 0.03% | +2,068 | New |
| Continental Investors Services, Inc. | 1,980 | $213.3K | 0.32% | +1,980 | New |
| Carrera Capital Advisors | 2,074 | $213.8K | 0.04% | +2,074 | New |
| Flagship Wealth Advisors, LLC | 2,081 | $214.5K | 0.07% | −1,296−38.4% | Reduced |
| tru Independence LLC | 2,081 | $214.5K | 0.06% | +2,081 | New |
| Tandem Financial, LLC | 2,083 | $214.7K | 0.08% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 2,091 | $215.5K | 0.06% | 00.0% | Unchanged |
| Earnest Partners LLC | 2,093 | $215.7K | 0.00% | +2,093 | New |
| Caxton Associates LLP | 2,094 | $215.8K | 0.01% | −4,801−69.6% | Reduced |
| Oak Associates, Ltd | 2,100 | $216.0K | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,096 | $216.0K | 0.05% | 00.0% | Unchanged |
| Elite Life Management LLC | 1,983 | $216.2K | 0.44% | +1,983 | New |
| JNBA Financial Advisors | 2,098 | $216.2K | 0.02% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,098 | $216.2K | 0.06% | +2,098 | New |
| BCGM Wealth Management, LLC | 2,100 | $216.4K | 0.06% | 00.0% | Unchanged |
| Orcam Financial Group | 2,100 | $216.4K | 0.17% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 2,103 | $216.7K | 0.09% | +2,103 | New |
| McCarthy & Cox | 2,108 | $217.2K | 0.05% | +3+0.1% | Added |
| Stone House Investment Management, LLC | 2,109 | $217.4K | 0.04% | +15+0.7% | Added |
| Greater Midwest Financial Group, LLC | 2,112 | $217.7K | 0.14% | +4+0.2% | Added |
| HRC Wealth Management, LLC | 2,115 | $218.0K | 0.11% | −10.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,121 | $218.3K | 0.14% | +4+0.2% | Added |
| Sloy Dahl & Holst, LLC | 2,121 | $218.6K | 0.02% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 2,123 | $218.8K | 0.23% | −3,239−60.4% | Reduced |
| North Capital, Inc. | 2,127 | $219.2K | 0.17% | +49+2.4% | Added |
| Sentinel Pension Advisors Inc | 2,128 | $219.3K | 0.04% | +10.0% | Added |
| Brio Consultants, LLC | 2,133 | $219.8K | 0.03% | −172−7.5% | Reduced |
| Robinson Smith Wealth Advisors LLC | 2,133 | $219.8K | 0.16% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 2,729 | $220.4K | 0.02% | 00.0% | Unchanged |
| Dean, Jacobson Financial Services, LLC | 2,139 | $220.4K | 0.16% | 00.0% | Unchanged |
| Christensen, King & Associates Investment Services, Inc. | 2,145 | $221.1K | 0.09% | +10.0% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,145 | $221.1K | 0.04% | +2,145 | New |
| Puff Wealth Management, LLC | 2,148 | $221.3K | 0.34% | +9+0.4% | Added |
| ORBA Wealth Advisors, L.L.C. | 2,149 | $221.5K | 0.18% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 2,157 | $222.3K | 0.04% | +74+3.6% | Added |
| LWM Advisory Services, LLC | 2,159 | $222.3K | 0.13% | −525−19.6% | Reduced |
| WPG Advisers, LLC | 2,163 | $222.9K | 0.17% | −53−2.4% | Reduced |
| Trillium Asset Management, LLC | 2,163 | $223.0K | 0.01% | −195−8.3% | Reduced |
| KRS Capital Management, LLC | 2,173 | $223.9K | 0.14% | +62+2.9% | Added |
| Skyline Advisors, Inc. | 2,174 | $224.1K | 0.08% | −18−0.8% | Reduced |
| Ellevest, Inc. | 2,175 | $224.1K | 0.03% | +2,175 | New |
| Dempze Nancy E | 2,177 | $224.4K | 0.12% | −140−6.0% | Reduced |
| Joule Financial, LLC | 2,181 | $224.8K | 0.07% | −33−1.5% | Reduced |
| Brave Asset Management Inc | 2,183 | $225.0K | 0.05% | 00.0% | Unchanged |
| Santori & Peters | 2,191 | $225.8K | 0.08% | +2+0.1% | Added |
| Tanager Wealth Management LLP | 2,196 | $226.3K | 0.02% | +107+5.1% | Added |
| Wolff Financial Management LLC | 2,198 | $226.6K | 0.05% | −25−1.1% | Reduced |
| Madrid Financial Services | 2,200 | $226.7K | 0.14% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 2,204 | $227.1K | 0.10% | −786−26.3% | Reduced |
| PFG Private Wealth Management, LLC | 2,204 | $227.1K | 0.10% | +2,204 | New |
| Magnetar Financial LLC | 2,217 | $228.5K | 0.00% | −2,656−54.5% | Reduced |
| Tounjian Advisory Partners, LLC | 2,218 | $228.6K | 0.08% | −10,306−82.3% | Reduced |
| Prospect Financial Group LLC | 2,218 | $228.6K | 0.22% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,220 | $228.8K | 0.10% | +112+5.3% | Added |
| Versor Investments LP | 2,236 | $230.4K | 0.04% | +2,236 | New |
| TTP Investments, Inc. | 2,266 | $230.5K | 0.07% | +137+6.4% | Added |
| Astra Wealth Partners LLC | 2,238 | $230.6K | 0.16% | +2,238 | New |
| Idaho Trust Bank | 2,239 | $230.7K | 0.08% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 2,239 | $230.8K | 0.03% | +150+7.2% | Added |
| Menard Financial Group LLC | 2,240 | $230.9K | 0.16% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 2,247 | $231.6K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2,247 | $231.6K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,250 | $231.9K | 0.12% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 2,250 | $231.9K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors Northwest LLC | 2,250 | $231.9K | 0.11% | −185−7.6% | Reduced |
| Kondo Wealth Advisors, Inc. | 2,250 | $232.0K | 0.09% | +65+3.0% | Added |
| Droms Strauss Advisors Inc | 2,251 | $232.0K | 0.07% | +2+0.1% | Added |
| GatePass Capital, LLC | 2,252 | $232.1K | 0.13% | +31+1.4% | Added |
| Avenue 1 Advisors, LLC | 2,263 | $233.2K | 0.07% | −13−0.6% | Reduced |