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 |
|---|---|---|---|---|---|
| Tumwater Wealth Management, LLC | 3,240 | $333.9K | 0.15% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,241 | $334.0K | 0.03% | −23−0.7% | Reduced |
| Landaas & Co | 3,243 | $334.0K | 0.08% | +2+0.1% | Added |
| Crowley Wealth Management, Inc. | 3,244 | $334.3K | 0.27% | +7+0.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 3,257 | $335.7K | 0.08% | +64+2.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,259 | $335.9K | 0.06% | +444+15.8% | Added |
| Fiscal Wisdom Wealth Management, LLC | 3,138 | $336.2K | 0.32% | +3,138 | New |
| Adams Wealth Management | 3,263 | $336.4K | 0.07% | −471−12.6% | Reduced |
| CacheTech Inc. | 3,263 | $336.4K | 0.07% | −471−12.6% | Reduced |
| Horizon Wealth Management, LLC | 3,267 | $336.7K | 0.05% | +148+4.7% | Added |
| Barlow Wealth Partners, Inc. | 3,146 | $337.1K | 0.04% | −1,849−37.0% | Reduced |
| Lion Street Advisors, LLC | 2,256 | $337.1K | 0.12% | −5,336−70.3% | Reduced |
| Almanack Investment Partners, LLC. | 3,274 | $337.4K | 0.05% | −1,365−29.4% | Reduced |
| Goldstein Advisors, LLC | 3,275 | $337.5K | 0.04% | −1,513−31.6% | Reduced |
| Rainey & Randall Investment Management Inc. | 3,283 | $338.3K | 0.06% | +403+14.0% | Added |
| Fiduciary Financial Group, LLC | 3,287 | $338.8K | 0.05% | +396+13.7% | Added |
| Prairiewood Capital, LLC | 3,288 | $338.8K | 0.11% | +168+5.4% | Added |
| Blue Zone Wealth Advisors, LLC | 3,288 | $338.9K | 0.07% | +1,203+57.7% | Added |
| Mid-American Wealth Advisory Group, Inc. | 3,289 | $339.0K | 0.15% | −6−0.2% | Reduced |
| Ariadne Wealth Management, LP | 3,308 | $339.2K | 0.15% | +154+4.9% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,291 | $339.2K | 0.27% | −102−3.0% | Reduced |
| National Philanthropic Trust | 3,293 | $339.4K | 0.00% | +3,293 | New |
| Ring Mountain Capital, LLC | 3,300 | $340.0K | 0.19% | +10.0% | Added |
| Buttonwood Financial Advisors Inc. | 3,302 | $340.3K | 0.12% | −101−3.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 3,308 | $340.9K | 0.01% | +3,308 | New |
| Philip James Wealth Mangement, LLC | 3,317 | $341.9K | 0.04% | −839−20.2% | Reduced |
| Sculati Wealth Management, LLC | 3,330 | $343.2K | 0.12% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 3,331 | $343.3K | 0.12% | +3,331 | New |
| Sandbox Financial Partners, LLC | 3,345 | $344.7K | 0.10% | −172−4.9% | Reduced |
| Tarbox Family Office, Inc. | 3,357 | $346.0K | 0.05% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 3,365 | $346.8K | 0.16% | +2+0.1% | Added |
| Sar Wealth Management Group, LLC | 3,365 | $346.8K | 0.20% | +118+3.6% | Added |
| Sachetta, LLC | 3,366 | $346.9K | 0.13% | +128+4.0% | Added |
| Sequent Planning LLC | 3,366 | $346.9K | 0.10% | −3−0.1% | Reduced |
| Alley Investment Management Company, LLC | 3,367 | $347.0K | 0.04% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 3,373 | $347.6K | 0.11% | +22+0.7% | Added |
| Burling Wealth Partners, LLC | 3,374 | $347.7K | 0.06% | −140−4.0% | Reduced |
| Marion Wealth Management | 3,386 | $349.0K | 0.08% | −81−2.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,386 | $349.0K | 0.17% | +50+1.5% | Added |
| Joseph P. Lucia & Associates, LLC | 3,387 | $349.1K | 0.13% | +2+0.1% | Added |
| Leslie Global Wealth, LLC | 3,388 | $349.2K | 0.16% | +84+2.5% | Added |
| Cherry Tree Wealth Management, LLC | 3,401 | $350.5K | 0.08% | −180−5.0% | Reduced |
| DecisionMap Wealth Management, LLC | 3,403 | $350.8K | 0.22% | −120−3.4% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,410 | $351.4K | 0.14% | +174+5.4% | Added |
| Morton Community Bank | 3,478 | $351.9K | 0.08% | +103+3.1% | Added |
| Financial Advisory Corp | 3,422 | $353.0K | 0.10% | +271+8.6% | Added |
| Cadent Capital Advisors, LLC | 3,440 | $354.6K | 0.09% | +3,440 | New |
| Grey Fox Wealth Advisors, LLC | 3,455 | $356.0K | 0.07% | +10.0% | Added |
| BlueSky Wealth Advisors, LLC | 3,456 | $356.2K | 0.05% | +156+4.7% | Added |
| PCG Wealth Advisors, LLC | 3,461 | $356.7K | 0.10% | +437+14.5% | Added |
| Financial Advisors, LLC | 3,470 | $357.7K | 0.06% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 3,477 | $358.3K | 0.01% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 3,484 | $359.1K | 0.33% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,489 | $359.6K | 0.01% | −992−22.1% | Reduced |
| Chemistry Wealth Management LLC | 3,494 | $360.1K | 0.07% | +271+8.4% | Added |
| Twin Lakes Capital Management, LLC | 3,498 | $360.5K | 0.17% | 00.0% | Unchanged |
| Mason & Associates Inc | 3,499 | $360.6K | 0.07% | +10.0% | Added |
| Trail Ridge Investment Advisors, LLC | 3,501 | $360.8K | 0.16% | +170+5.1% | Added |
| Hopwood Financial Services, Inc. | 3,505 | $361.2K | 0.24% | −100−2.8% | Reduced |
| Twin Focus Capital Partners, LLC | 3,523 | $363.1K | 0.05% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 3,527 | $363.5K | 0.12% | +154+4.6% | Added |
| Taylor Hoffman Capital Management LLC | 3,529 | $363.7K | 0.11% | −60−1.7% | Reduced |
| EWG Elevate Inc. | 3,533 | $364.1K | 0.11% | +72+2.1% | Added |
| GW&K Investment Management, LLC | 3,538 | $365.0K | 0.00% | +86+2.5% | Added |
| Threadgill Financial, LLC | 3,550 | $365.9K | 0.18% | +560+18.7% | Added |
| CBIZ Investment Advisory Services, LLC | 3,551 | $365.9K | 0.01% | −84−2.3% | Reduced |
| DDFG, Inc | 3,552 | $366.1K | 0.08% | +27+0.8% | Added |
| Independence Financial Advisors, LLC | 3,560 | $366.9K | 0.11% | −237−6.2% | Reduced |
| Northstar Financial Companies, Inc. | 3,566 | $367.6K | 0.34% | +3,566 | New |
| Klingenstein Fields & Co LP | 3,567 | $367.6K | 0.01% | +10.0% | Added |
| Legacy Trust | 3,570 | $367.9K | 0.07% | +3,570 | New |
| TL Private Wealth | 3,606 | $368.2K | 0.15% | 00.0% | Unchanged |
| Next Level Private LLC | 3,589 | $368.5K | 0.11% | +107+3.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,577 | $368.6K | 0.17% | +50+1.4% | Added |
| Elite Financial, Inc. | 3,612 | $369.0K | 0.17% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 3,583 | $369.2K | 0.31% | +4+0.1% | Added |
| Avenir Corp | 3,588 | $369.8K | 0.04% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 3,462 | $369.9K | 0.25% | −28−0.8% | Reduced |
| CogentBlue Wealth Advisors, LLC | 3,594 | $370.4K | 0.25% | +100+2.9% | Added |
| IFG Advisors, LLC | 3,594 | $370.4K | 0.06% | −7−0.2% | Reduced |
| Bellwether Advisors, LLC | 3,598 | $370.8K | 0.06% | +42+1.2% | Added |
| Rench Wealth Management, Inc. | 3,605 | $371.5K | 0.11% | +107+3.1% | Added |
| McIlrath & Eck, LLC | 3,613 | $372.4K | 0.04% | −28−0.8% | Reduced |
| Asio Capital, LLC | 3,616 | $372.7K | 0.06% | −3−0.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3,624 | $373.5K | 0.04% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 3,626 | $373.7K | 0.07% | −622−14.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,633 | $374.4K | 0.11% | −69−1.9% | Reduced |
| SwitchPoint Financial Planning, LLC | 3,633 | $374.4K | 0.27% | +52+1.5% | Added |
| Alpha Financial Partners, LLC | 3,638 | $375.0K | 0.24% | −6−0.2% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 3,638 | $375.0K | 0.17% | +3,638 | New |
| Pacific Sun Financial Corp | 3,639 | $375.0K | 0.18% | +210+6.1% | Added |
| Binnacle Investments Inc | 3,661 | $377.3K | 0.22% | +45+1.2% | Added |
| Ade, LLC | 3,663 | $377.5K | 0.19% | +1,536+72.2% | Added |
| Capital Squared Financial LLC | 3,675 | $378.7K | 0.33% | +43+1.2% | Added |
| Sightline Wealth Advisors, LLC | 3,678 | $379.1K | 0.17% | −40−1.1% | Reduced |
| Marquette Asset Management, LLC | 3,680 | $379.3K | 0.06% | 00.0% | Unchanged |
| Optima Capital LLC | 3,686 | $379.9K | 0.18% | +40+1.1% | Added |
| Kirtland Hills Capital Management, LLC | 3,695 | $380.8K | 0.15% | +134+3.8% | Added |
| McHugh Group, LLC | 3,700 | $381.3K | 0.23% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 3,701 | $381.4K | 0.21% | +99+2.7% | Added |