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 7 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 |
|---|---|---|---|---|---|
| Clifford Group, LLC | 2,870 | $295.8K | 0.23% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 2,874 | $296.2K | 0.28% | +2,874 | New |
| Pure Portfolios Holdings LLC | 2,875 | $296.3K | 0.09% | −50−1.7% | Reduced |
| Cherrydale Wealth Management, LLC | 2,879 | $296.7K | 0.09% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 2,880 | $296.8K | 0.26% | 00.0% | Unchanged |
| BCM Advisors, LLC | 2,890 | $298.2K | 0.06% | 00.0% | Unchanged |
| Brueske Advisory Services, LLC | 2,907 | $299.6K | 0.16% | +78+2.8% | Added |
| Mizuho Markets Americas LLC | 2,921 | $301.0K | 0.01% | +7+0.2% | Added |
| Essex LLC | 2,923 | $301.3K | 0.05% | −150−4.9% | Reduced |
| Chiron Capital Management, LLC | 2,924 | $301.3K | 0.26% | −1,374−32.0% | Reduced |
| Fortis Capital Management LLC | 2,937 | $302.7K | 0.04% | +778+36.0% | Added |
| Lantern Wealth Advisors, LLC | 2,937 | $302.8K | 0.16% | −1,235−29.6% | Reduced |
| Arrowroot Family Office, LLC | 2,945 | $303.5K | 0.12% | +24+0.8% | Added |
| Petix & Botte Co | 2,946 | $303.6K | 0.07% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 2,947 | $303.7K | 0.14% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,950 | $304.0K | 0.15% | +67+2.3% | Added |
| Heritage Investment Group, Inc. | 2,958 | $304.9K | 0.05% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 2,959 | $305.0K | 0.25% | −50−1.7% | Reduced |
| Darrow Company, Inc. | 2,854 | $305.8K | 0.14% | +100+3.6% | Added |
| Synergy Financial Group, LTD | 2,968 | $305.9K | 0.21% | 00.0% | Unchanged |
| 1248 Management, LLC | 2,970 | $306.1K | 0.17% | +10.0% | Added |
| Requisite Capital Management, LLC | 2,971 | $306.2K | 0.05% | +2,971 | New |
| BCU Wealth Advisors, LLC | 2,974 | $306.5K | 0.12% | +5+0.2% | Added |
| Scott & Selber, Inc. | 2,975 | $306.6K | 0.08% | 00.0% | Unchanged |
| Attessa Capital LLC | 2,976 | $306.7K | 0.18% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 2,976 | $306.7K | 0.12% | +27+0.9% | Added |
| Hill Island Financial LLC | 2,982 | $307.3K | 0.08% | −7−0.2% | Reduced |
| Warner Financial, Inc | 2,984 | $308.0K | 0.12% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,878 | $308.6K | 0.09% | −13,202−82.1% | Reduced |
| Villere St Denis J & Co LLC | 2,997 | $308.9K | 0.03% | −300−9.1% | Reduced |
| Private Management Group Inc | 2,997 | $308.9K | 0.01% | −298−9.0% | Reduced |
| Sage Investment Counsel LLC | 2,998 | $309.0K | 0.34% | −80−2.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,000 | $309.0K | 0.21% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 3,000 | $309.2K | 0.12% | −69−2.2% | Reduced |
| Stephenson National Bank & Trust | 3,000 | $309.2K | 0.09% | 00.0% | Unchanged |
| NWK Group, Inc. | 3,000 | $309.2K | 0.11% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 3,000 | $309.2K | 0.08% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 3,000 | $309.2K | 0.18% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 3,000 | $309.2K | 0.23% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 3,000 | $309.2K | 0.05% | +3,000 | New |
| SLT Holdings LLC | 3,002 | $309.4K | 0.20% | +3,002 | New |
| Powell Investment Advisors, LLC | 3,006 | $309.8K | 0.11% | 00.0% | Unchanged |
| Journey Beyond Wealth, LLC | 3,006 | $309.8K | 0.25% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 3,011 | $310.3K | 0.03% | +14+0.5% | Added |
| Heron Bay Capital Management | 3,012 | $310.4K | 0.06% | +150+5.2% | Added |
| Ridgeline Wealth Planning, LLC | 3,027 | $312.0K | 0.23% | −61−2.0% | Reduced |
| Notis-McConarty Edward | 3,030 | $312.3K | 0.15% | 00.0% | Unchanged |
| First Financial Group Corp | 3,036 | $312.9K | 0.27% | +47+1.6% | Added |
| 1776 Wealth LLC | 3,043 | $313.6K | 0.12% | −228−7.0% | Reduced |
| Schwartz Investment Counsel Inc | 3,050 | $314.3K | 0.01% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 3,050 | $314.3K | 0.04% | +3,050 | New |
| DHJJ Financial Advisors, Ltd. | 3,058 | $315.1K | 0.11% | −301−9.0% | Reduced |
| Cora Capital Advisors LLC | 3,059 | $315.3K | 0.13% | +355+13.1% | Added |
| Sound Stewardship, LLC | 3,060 | $315.4K | 0.15% | 00.0% | Unchanged |
| Values Added Financial LLC | 3,062 | $315.6K | 0.14% | −204−6.2% | Reduced |
| Fiduciary Wealth Partners, LLC | 3,063 | $315.7K | 0.13% | +3,063 | New |
| Fortis Advisors, LLC | 3,070 | $316.4K | 0.18% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 3,072 | $316.6K | 0.23% | +7+0.2% | Added |
| Harbour Investment Management LLC | 3,073 | $316.7K | 0.14% | 00.0% | Unchanged |
| Dynamic Financial Group | 3,075 | $316.9K | 0.28% | +10.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,077 | $317.1K | 0.07% | +3,077 | New |
| Traub Capital Management LLC | 3,083 | $317.7K | 0.31% | +1,988+181.6% | Added |
| Dakota Community Bank & Trust NA | 3,086 | $318.0K | 1.25% | +110+3.7% | Added |
| Midwest Financial Group LLC | 3,087 | $318.2K | 0.15% | −118−3.7% | Reduced |
| Wallington Asset Management, LLC | 3,088 | $318.2K | 0.04% | +100+3.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 3,090 | $318.4K | 0.20% | +3,090 | New |
| Sound Financial Strategies Group, LLC | 3,095 | $319.0K | 0.23% | −5,123−62.3% | Reduced |
| Wolverine Asset Management LLC | 3,096 | $319.1K | 0.00% | −5,274−63.0% | Reduced |
| Financial Network Wealth Advisors LLC | 3,097 | $319.2K | 0.35% | +106+3.5% | Added |
| Clark Financial Services Group Inc | 3,097 | $319.2K | 0.17% | +102+3.4% | Added |
| Mascagni Wealth Management, Inc. | 3,099 | $319.4K | 0.25% | +2+0.1% | Added |
| Swan Global Investments, LLC | 3,100 | $319.5K | 0.01% | +3,100 | New |
| BetterWealth, LLC | 3,102 | $319.7K | 0.08% | +43+1.4% | Added |
| Hilton Capital Management, LLC | 3,105 | $320.0K | 0.03% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 3,105 | $320.0K | 0.12% | +257+9.0% | Added |
| CV Advisors LLC | 3,110 | $320.5K | 0.09% | −1,024−24.8% | Reduced |
| Mindset Wealth Management, LLC | 3,110 | $320.5K | 0.09% | +7+0.2% | Added |
| Operose Advisors LLC | 3,112 | $320.7K | 0.08% | −248−7.4% | Reduced |
| Bull Street Advisors, LLC | 3,115 | $321.0K | 0.15% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 3,124 | $322.0K | 0.32% | +4+0.1% | Added |
| Sierra Ocean, LLC | 3,132 | $322.8K | 0.27% | −5−0.2% | Reduced |
| Kilter Group LLC | 3,135 | $323.1K | 0.15% | +1,509+92.8% | Added |
| Avos Capital Management, LLC | 3,142 | $323.8K | 0.15% | +3,142 | New |
| Prepared Retirement Institute LLC | 3,149 | $324.5K | 0.17% | +141+4.7% | Added |
| Balance Wealth, LLC | 3,149 | $324.6K | 0.08% | +3,149 | New |
| Vista Capital Partners, Inc. | 3,151 | $324.8K | 0.03% | −22−0.7% | Reduced |
| True Wealth Design, LLC | 3,155 | $325.1K | 0.10% | +1,976+167.6% | Added |
| WP Advisors, LLC | 3,169 | $326.6K | 0.08% | +8+0.3% | Added |
| Madison Asset Management, LLC | 3,176 | $327.3K | 0.00% | +500+18.7% | Added |
| Templeton & Phillips Capital Management, LLC | 3,179 | $327.6K | 0.24% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 3,180 | $327.7K | 0.23% | +551+21.0% | Added |
| REAP Financial Group, LLC | 3,183 | $328.1K | 0.07% | +387+13.8% | Added |
| Vestia Personal Wealth Advisors | 3,190 | $328.7K | 0.19% | +32+1.0% | Added |
| Rodgers Brothers Inc. | 3,194 | $329.2K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 3,204 | $330.2K | 0.09% | +110+3.6% | Added |
| Bonfire Financial | 3,214 | $331.2K | 0.25% | +10+0.3% | Added |
| Exit Wealth Advisors, LLC. | 3,221 | $332.0K | 0.22% | +3,221 | New |
| JBR Co Financial Management Inc | 3,222 | $332.1K | 0.14% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 3,226 | $332.5K | 0.23% | −71−2.2% | Reduced |
| Eagle Wealth Strategies LLC | 3,228 | $332.6K | 0.17% | +46+1.4% | Added |