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 |
|---|---|---|---|---|---|
| Pictet North America Advisors SA | 3,713 | $382.7K | 0.04% | +713+23.8% | Added |
| American Money Management, LLC | 3,714 | $382.8K | 0.06% | −16−0.4% | Reduced |
| Compass Financial Services Inc | 3,714 | $382.8K | 0.17% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 3,715 | $382.9K | 0.34% | −59−1.6% | Reduced |
| Asset Planning,Inc | 3,724 | $383.8K | 0.28% | +7+0.2% | Added |
| Edge Financial Advisors LLC | 3,731 | $384.5K | 0.17% | −466−11.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,731 | $384.5K | 0.28% | −2,576−40.8% | Reduced |
| Matrix Asset Advisors Inc | 3,731 | $384.5K | 0.04% | −585−13.6% | Reduced |
| Evolution Advisers, Inc. | 3,779 | $385.0K | 0.17% | +323+9.3% | Added |
| Burton Enright Welch | 3,741 | $385.5K | 0.06% | +340+10.0% | Added |
| Acorn Financial Advisory Services Inc | 3,756 | $387.0K | 0.06% | +196+5.5% | Added |
| Financial Sense Advisors, Inc. | 3,759 | $387.4K | 0.07% | +2+0.1% | Added |
| Ellis Investment Partners, LLC | 3,773 | $388.9K | 0.07% | +3+0.1% | Added |
| Guardian Wealth Advisors, LLC | 3,777 | $389.2K | 0.22% | −121−3.1% | Reduced |
| Austin Asset Management Co Inc | 3,778 | $389.3K | 0.07% | −4,758−55.7% | Reduced |
| Centerline Wealth Advisors, LLC | 3,779 | $389.5K | 0.17% | 00.0% | Unchanged |
| Elm Partners Management LLC | 3,782 | $389.8K | 0.02% | +3,782 | New |
| Palisades Hudson Asset Management, L.P. | 3,785 | $390.0K | 0.14% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 3,794 | $391.0K | 0.11% | −55−1.4% | Reduced |
| IMZ Advisory Inc | 3,806 | $392.2K | 0.15% | +229+6.4% | Added |
| NewSquare Capital LLC | 3,810 | $392.7K | 0.03% | +1,248+48.7% | Added |
| Great Waters Wealth Management | 3,821 | $393.8K | 0.05% | +35+0.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 3,821 | $394.0K | 0.05% | +21+0.6% | Added |
| B&L Asset Management LLC | 3,825 | $394.2K | 0.20% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 3,829 | $394.6K | 0.16% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 3,835 | $395.2K | 0.17% | +5+0.1% | Added |
| Hoge Financial Services, LLC | 3,838 | $395.6K | 0.23% | +332+9.5% | Added |
| Mill Capital Management, LLC | 3,841 | $395.9K | 0.03% | +400+11.6% | Added |
| Financial Enhancement Group LLC | 3,848 | $395.9K | 0.05% | +326+9.3% | Added |
| Fairscale Capital, LLC | 3,848 | $396.6K | 0.27% | 00.0% | Unchanged |
| Searcy Financial Services Inc | 3,850 | $396.8K | 0.15% | +2+0.1% | Added |
| Kaufman Rossin Wealth, LLC | 3,853 | $397.0K | 0.22% | +3,853 | New |
| Landmark Wealth Management, Inc. | 3,861 | $397.9K | 0.16% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 3,863 | $398.1K | 0.14% | −151−3.8% | Reduced |
| Horizon Investment Services, LLC | 3,865 | $398.4K | 0.15% | +159+4.3% | Added |
| Rice Hall James & Associates, LLC | 3,873 | $399.2K | 0.02% | −100−2.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,873 | $399.2K | 0.23% | +1,372+54.9% | Added |
| Meadowbrook Wealth Management, LLC | 3,899 | $401.8K | 0.42% | +3,899 | New |
| Potentia Wealth | 3,899 | $401.9K | 0.15% | +10.0% | Added |
| Acima Private Wealth, LLC | 3,900 | $401.9K | 0.13% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 3,902 | $402.1K | 0.17% | 00.0% | Unchanged |
| Innova Wealth Partners | 3,906 | $402.6K | 0.22% | 00.0% | Unchanged |
| Curat Global, LLC | 3,906 | $402.6K | 0.38% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,915 | $403.4K | 0.07% | +52+1.3% | Added |
| Glass Wealth Management Co LLC | 3,919 | $403.9K | 0.18% | 00.0% | Unchanged |
| Kendall Capital Management | 3,925 | $404.5K | 0.09% | −15−0.4% | Reduced |
| Tranquility Partners, LLC | 3,932 | $405.2K | 0.14% | −646−14.1% | Reduced |
| Coyle Financial Counsel LLC | 3,937 | $405.7K | 0.09% | +104+2.7% | Added |
| Quarry LP | 3,937 | $405.7K | 0.10% | +3,719+1,706.0% | Added |
| Pasadena Private Wealth, LLC | 3,938 | $405.9K | 0.06% | −131−3.2% | Reduced |
| Marks Group Wealth Management, Inc | 3,954 | $407.5K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,958 | $407.9K | 0.03% | −550−12.2% | Reduced |
| Jackson Square Capital, LLC | 3,961 | $408.2K | 0.09% | +67+1.7% | Added |
| Hanlon Investment Management, Inc. | 3,966 | $408.7K | 0.25% | +1,149+40.8% | Added |
| Schubert & Co | 3,975 | $409.7K | 0.30% | +551+16.1% | Added |
| Pine Harbor Wealth Management, LLC | 3,978 | $410.0K | 0.13% | +102+2.6% | Added |
| WealthBridge Capital Management, LLC | 3,980 | $410.2K | 0.10% | +23+0.6% | Added |
| Rinkey Investments | 3,981 | $410.3K | 0.11% | +10+0.3% | Added |
| Bearing Point Capital, LLC | 3,982 | $410.4K | 0.07% | 00.0% | Unchanged |
| ETF Store, Inc. | 3,986 | $410.8K | 0.44% | +8+0.2% | Added |
| Maple Capital Management, Inc. | 3,989 | $411.1K | 0.03% | −2,718−40.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 3,989 | $411.2K | 0.08% | −65−1.6% | Reduced |
| Waycross Partners, LLC | 4,000 | $412.2K | 0.04% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 4,001 | $412.3K | 0.02% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 4,005 | $412.8K | 0.01% | +65+1.6% | Added |
| Westbourne Investments, Inc. | 4,085 | $413.3K | 0.20% | +4,085 | New |
| Canandaigua National Trust Co of Florida | 4,013 | $413.6K | 0.33% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 4,017 | $414.0K | 0.19% | +45+1.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,018 | $414.1K | 0.14% | +24+0.6% | Added |
| Acorn Creek Capital LLC | 4,019 | $414.2K | 0.16% | +387+10.7% | Added |
| Fermata Advisors, LLC | 4,027 | $415.1K | 0.11% | −800−16.6% | Reduced |
| Members Wealth LLC | 4,073 | $415.3K | 0.26% | +4,073 | New |
| Financial Freedom, LLC | 4,037 | $416.1K | 0.21% | +5+0.1% | Added |
| ERn Financial, LLC | 4,041 | $416.5K | 0.08% | −8−0.2% | Reduced |
| Forza Wealth Management, LLC | 4,043 | $416.7K | 0.16% | −300−6.9% | Reduced |
| Baker Boyer National Bank | 4,048 | $417.2K | 0.14% | +1,790+79.3% | Added |
| Coastal Investment Advisors, Inc. | 4,053 | $417.7K | 0.14% | +1,360+50.5% | Added |
| Finward Bancorp | 4,059 | $418.3K | 0.32% | −1,191−22.7% | Reduced |
| Lynx Investment Advisory | 4,079 | $420.4K | 0.25% | −15−0.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,080 | $420.5K | 0.31% | +20.0% | Added |
| Spahn Wealth & Retirement LLC | 4,098 | $422.3K | 0.25% | 00.0% | Unchanged |
| Clean Yield Group | 4,101 | $422.6K | 0.12% | 00.0% | Unchanged |
| New World Advisors LLC | 4,106 | $423.2K | 0.08% | +1,556+61.0% | Added |
| Crew Capital Management, Ltd. | 4,107 | $423.3K | 0.28% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 3,951 | $423.4K | 0.07% | −823−17.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,112 | $423.8K | 0.84% | −62,268−93.8% | Reduced |
| Alpha Zero LLC | 4,115 | $424.1K | 0.25% | −842−17.0% | Reduced |
| Truepoint, Inc. | 4,118 | $424.4K | 0.01% | +1,200+41.1% | Added |
| Custos Family Office, LLC | 4,121 | $424.7K | 0.24% | +502+13.9% | Added |
| StrongBox Wealth, LLC | 4,121 | $424.7K | 0.14% | −135−3.2% | Reduced |
| Fig Financial Advisory Services Inc | 4,125 | $425.1K | 0.27% | −4−0.1% | Reduced |
| Family Wealth Partners, LLC | 4,131 | $425.8K | 0.16% | +4,131 | New |
| Iron Financial, LLC | 4,135 | $426.1K | 0.20% | +10+0.2% | Added |
| Lifestyle Asset Management, Inc. | 4,137 | $426.4K | 0.15% | +553+15.4% | Added |
| Fonville Wealth Management LLC | 4,147 | $427.4K | 0.10% | −105−2.5% | Reduced |
| Future Financial Wealth Managment LLC | 4,150 | $427.7K | 0.27% | −200−4.6% | Reduced |
| Alaethes Wealth LLC | 4,150 | $427.7K | 0.12% | −50−1.2% | Reduced |
| Nova R Wealth, Inc. | 4,154 | $428.1K | 0.18% | −17,786−81.1% | Reduced |
| Towercrest Capital Management | 4,156 | $428.3K | 0.07% | +252+6.5% | Added |
| Intellus Advisors LLC | 4,160 | $428.7K | 0.06% | −552−11.7% | Reduced |