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 |
|---|---|---|---|---|---|
| Kapstone Financial Advisors LLC | 2,264 | $233.3K | 0.11% | −1,033−31.3% | Reduced |
| Brady Martz Wealth Solutions, LLC | 2,264 | $233.4K | 0.04% | −4−0.2% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,307 | $233.4K | 0.08% | −153−6.2% | Reduced |
| Note Advisors, LLC | 2,267 | $233.7K | 0.14% | +215+10.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,269 | $233.8K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2,269 | $233.9K | 0.14% | +4+0.2% | Added |
| Pitti Group Wealth Management, LLC | 2,271 | $234.0K | 0.20% | −1,217−34.9% | Reduced |
| Asset Planning Corporation | 2,271 | $234.0K | 0.11% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 2,273 | $234.3K | 0.06% | +10.0% | Added |
| Frederick Financial Consultants, LLC | 2,274 | $234.4K | 0.13% | +2,274 | New |
| Saybrook Capital | 2,275 | $234.5K | 0.06% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 2,275 | $234.5K | 0.19% | +58+2.6% | Added |
| Alpine Bank Wealth Management | 2,276 | $234.6K | 0.03% | −72−3.1% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,277 | $234.7K | 0.07% | +2,277 | New |
| Avant Capital LLC | 2,280 | $235.0K | 0.17% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 2,280 | $235.0K | 0.19% | −85−3.6% | Reduced |
| Yoder Wealth Management, Inc. | 2,281 | $235.1K | 0.11% | +2,281 | New |
| Scott Capital Advisors, LLC | 2,286 | $235.3K | 0.05% | +2+0.1% | Added |
| Lloyd Advisory Services, LLC. | 2,284 | $235.4K | 0.11% | +115+5.3% | Added |
| Michael B. Yongue | 2,285 | $235.5K | 0.17% | +104+4.8% | Added |
| Financial Council Asset Management Inc | 2,286 | $235.6K | 0.10% | +33+1.5% | Added |
| Sather Financial Group Inc | 2,289 | $235.9K | 0.01% | +2,289 | New |
| Marotta Asset Management | 2,318 | $236.3K | 0.04% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,294 | $236.4K | 0.15% | −181−7.3% | Reduced |
| Parisi Gray Wealth Management | 2,298 | $236.8K | 0.06% | +6+0.3% | Added |
| Coco Enterprises, LLC | 2,340 | $236.9K | 0.12% | 00.0% | Unchanged |
| American Investment Services, Inc. | 2,310 | $238.1K | 0.06% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 2,316 | $238.7K | 0.10% | 00.0% | Unchanged |
| Matauro, LLC | 2,320 | $239.1K | 0.04% | −18,236−88.7% | Reduced |
| Dash Acquisitions Inc. | 2,334 | $239.1K | 0.05% | +184+8.6% | Added |
| Eldridge Investment Advisors, Inc. | 2,322 | $239.3K | 0.05% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,324 | $239.6K | 0.32% | −234−9.1% | Reduced |
| Oceanside Advisors LLC | 2,330 | $240.1K | 0.15% | −50−2.1% | Reduced |
| Sarver Vrooman Wealth Advisors | 2,332 | $240.3K | 0.15% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 2,378 | $240.6K | 0.28% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,341 | $241.3K | 0.03% | −110−4.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 2,349 | $242.1K | 0.06% | −45−1.9% | Reduced |
| KDT Advisors, LLC | 2,350 | $242.2K | 0.35% | −1,250−34.7% | Reduced |
| Baring Financial LLC | 2,352 | $242.4K | 0.17% | +73+3.2% | Added |
| RTD Financial Advisors, Inc. | 2,354 | $242.6K | 0.03% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,354 | $242.6K | 0.02% | −171−6.8% | Reduced |
| RFG Holdings, Inc. | 2,355 | $242.8K | 0.06% | +2,355 | New |
| Oberweis Asset Management Inc | 2,357 | $242.9K | 0.01% | −252−9.7% | Reduced |
| Brand Asset Management Group, Inc. | 2,360 | $243.3K | 0.07% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 2,393 | $243.4K | 0.29% | −10.0% | Reduced |
| Hidden Cove Wealth Management, LLC | 2,365 | $243.7K | 0.16% | +154+7.0% | Added |
| Howard Wealth Management, LLC | 2,374 | $244.7K | 0.11% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,376 | $244.9K | 0.06% | +2,376 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 2,375 | $245.0K | 0.01% | −100−4.0% | Reduced |
| Prudent Investors Network | 2,379 | $245.2K | 0.06% | −14−0.6% | Reduced |
| Harbour Capital Advisors, LLC | 2,375 | $245.2K | 0.05% | −97−3.9% | Reduced |
| Alterna Wealth Management, Inc | 2,383 | $245.6K | 0.20% | −997−29.5% | Reduced |
| Leisure Capital Management | 2,387 | $246.0K | 0.08% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 2,390 | $246.3K | 0.08% | +2,390 | New |
| Keeler Thomas Management LLC | 2,391 | $246.4K | 0.10% | −48−2.0% | Reduced |
| Plotkin Financial Advisors, LLC | 2,395 | $246.8K | 0.12% | −41−1.7% | Reduced |
| Global Wealth Management, LLC | 2,396 | $246.9K | 0.13% | +5+0.2% | Added |
| StoneCrest Wealth Management, Inc. | 2,400 | $247.3K | 0.11% | −36−1.5% | Reduced |
| Madrona Financial Services, LLC | 2,403 | $247.7K | 0.05% | +106+4.6% | Added |
| Momentous Wealth Management, Inc. | 2,412 | $248.6K | 0.16% | −194−7.4% | Reduced |
| Aristotle Capital Management, LLC | 2,415 | $248.9K | 0.00% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 2,417 | $249.1K | 0.01% | −529,688−99.5% | Reduced |
| Old North State Wealth Management, LLC | 2,413 | $249.1K | 0.12% | +5+0.2% | Added |
| RWWM, Inc. | 2,417 | $249.1K | 0.02% | +2,417 | New |
| John Boyer, Inc. | 2,421 | $249.5K | 0.25% | +2,421 | New |
| Pembroke Management, LTD | 2,428 | $250.2K | 0.02% | +2,428 | New |
| Altiora Financial Group, LLC | 2,431 | $250.5K | 0.05% | −432−15.1% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 2,432 | $250.6K | 0.12% | +20+0.8% | Added |
| Harmony Asset Management LLC | 2,438 | $251.3K | 0.09% | +10+0.4% | Added |
| Consultiva Wealth Management, Corp. | 2,444 | $251.9K | 0.71% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 2,446 | $252.0K | 0.08% | +59+2.5% | Added |
| Lutz Financial Services LLC | 2,446 | $252.1K | 0.02% | −30−1.2% | Reduced |
| SkyOak Wealth, LLC | 2,458 | $253.3K | 0.05% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 2,458 | $253.3K | 0.06% | +1,152+88.2% | Added |
| Traction Financial Partners, LLC | 2,460 | $253.6K | 0.16% | +5+0.2% | Added |
| Blankinship & Foster, LLC | 2,467 | $254.3K | 0.06% | +87+3.7% | Added |
| Golden Road Advisors LLC | 2,471 | $254.7K | 0.15% | −2,379−49.1% | Reduced |
| Gallacher Capital Management LLC | 2,473 | $254.9K | 0.10% | −643−20.6% | Reduced |
| Seven Springs Wealth Group, LLC | 2,474 | $255.0K | 0.06% | +75+3.1% | Added |
| Stockman Wealth Management, Inc. | 2,474 | $255.0K | 0.03% | −56−2.2% | Reduced |
| Curated Wealth Partners LLC | 2,475 | $255.1K | 0.03% | −457−15.6% | Reduced |
| New Millennium Group LLC | 2,476 | $255.2K | 0.12% | −170−6.4% | Reduced |
| Millington Financial Advisors, LLC | 2,507 | $256.0K | 0.12% | +28+1.1% | Added |
| Cosner Financial Group, LLC | 2,488 | $256.4K | 0.14% | +2,488 | New |
| Cranbrook Wealth Management, LLC | 2,489 | $256.5K | 0.05% | −86−3.3% | Reduced |
| Roof Eidam & Maycock | 2,494 | $257.1K | 0.06% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 2,495 | $257.1K | 0.04% | +158+6.8% | Added |
| Bramshill Investments, LLC | 2,500 | $257.6K | 0.02% | −1,500−37.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,500 | $257.6K | 0.04% | 00.0% | Unchanged |
| Base Wealth Management LLC | 2,504 | $258.1K | 0.15% | +211+9.2% | Added |
| New England Professional Planning Group Inc. | 2,509 | $258.6K | 0.12% | −300−10.7% | Reduced |
| Integris Wealth Management, LLC | 2,511 | $258.8K | 0.06% | −590−19.0% | Reduced |
| J.Safra Asset Management Corp | 2,517 | $259.4K | 0.02% | 00.0% | Unchanged |
| Independent Family Office, LLC | 2,520 | $259.7K | 0.11% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,523 | $260.1K | 0.13% | +37+1.5% | Added |
| Cathy Pareto & Associates, Inc | 2,530 | $260.8K | 0.20% | +25+1.0% | Added |
| Lighthouse Wealth Management Inc. | 2,534 | $261.2K | 0.21% | +70+2.8% | Added |
| Barton Investment Management | 2,535 | $261.3K | 0.03% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 2,544 | $262.2K | 0.03% | +246+10.7% | Added |
| Instrumental Wealth, LLC | 2,570 | $262.8K | 0.18% | +161+6.7% | Added |