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 |
|---|---|---|---|---|---|
| Financial Strategies Group, Inc. | 4,222 | $428.9K | 0.08% | −382−8.3% | Reduced |
| Eagle Capital Management, LLC | 4,167 | $429.0K | 0.16% | 00.0% | Unchanged |
| Tillman Hartley LLC | 4,165 | $429.3K | 0.11% | −1,042−20.0% | Reduced |
| SNS Financial Group, LLC | 4,167 | $429.5K | 0.04% | −173−4.0% | Reduced |
| Financial Perspectives, Inc | 4,168 | $429.5K | 0.12% | 00.0% | Unchanged |
| Helium Advisors LLC | 4,170 | $429.8K | 0.36% | −165−3.8% | Reduced |
| Compass Wealth Management, LLC | 4,178 | $431.6K | 0.19% | −9−0.2% | Reduced |
| Farringdon Capital, Ltd. | 4,189 | $431.7K | 0.11% | +4,189 | New |
| Bank Hapoalim BM | 4,190 | $432.0K | 0.05% | +150+3.7% | Added |
| Birmingham Capital Management Co Inc | 4,200 | $432.9K | 0.20% | −2,360−36.0% | Reduced |
| Schulz Wealth, LTD. | 4,209 | $433.8K | 0.29% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4,211 | $434.0K | 0.05% | +20.0% | Added |
| Liberty Square Wealth Partners LLC | 4,216 | $434.5K | 0.13% | −846−16.7% | Reduced |
| Ssi Investment Management LLC | 4,220 | $434.9K | 0.03% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 4,228 | $435.7K | 0.23% | +4,228 | New |
| Founders Capital Management | 4,230 | $435.9K | 0.23% | −1,479−25.9% | Reduced |
| Gitterman Wealth Management, LLC | 4,249 | $437.9K | 0.10% | +2,956+228.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,250 | $438.0K | 0.09% | +160+3.9% | Added |
| Elyxium Wealth, LLC | 4,252 | $438.2K | 0.15% | −77−1.8% | Reduced |
| Kimelman & Baird, LLC | 4,263 | $439.4K | 0.03% | +85+2.0% | Added |
| ELCO Management Co., LLC | 4,268 | $439.9K | 0.23% | −282−6.2% | Reduced |
| Old Point Trust & Financial Services N A | 4,276 | $440.7K | 0.14% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,278 | $440.9K | 0.20% | −340−7.4% | Reduced |
| Townsend Asset Management Corp | 4,288 | $441.9K | 0.16% | −805−15.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,291 | $442.5K | 0.11% | +4,291 | New |
| WorthPointe, LLC | 4,296 | $442.7K | 0.17% | +6+0.1% | Added |
| Midwestern Financial, LLC | 4,299 | $443.0K | 0.38% | −140−3.2% | Reduced |
| Sigma Investment Counselors Inc | 4,302 | $443.4K | 0.02% | +112+2.7% | Added |
| Beaird Harris Wealth Management, LLC | 4,307 | $443.8K | 0.03% | +61+1.4% | Added |
| Sawyer & Company, Inc | 4,541 | $444.0K | 0.17% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 4,309 | $444.0K | 0.09% | −55−1.3% | Reduced |
| Demars Financial Group, LLC | 4,321 | $445.3K | 0.15% | +450+11.6% | Added |
| SageOak Financial, LLC | 4,328 | $446.0K | 0.33% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 4,334 | $446.6K | 0.09% | +650+17.6% | Added |
| Conservest Capital Advisors, Inc. | 4,344 | $447.7K | 0.04% | +3+0.1% | Added |
| Strata Wealth Advisors, LLC | 4,345 | $447.8K | 0.12% | +1,237+39.8% | Added |
| Promus Capital, LLC | 4,350 | $448.3K | 0.29% | 00.0% | Unchanged |
| Quartz Partners, LLC | 4,352 | $448.5K | 0.16% | −442−9.2% | Reduced |
| BlueChip Wealth Advisors LLC | 4,365 | $449.8K | 0.19% | +4,365 | New |
| Morris Financial Concepts, Inc. | 4,371 | $450.5K | 0.16% | +251+6.1% | Added |
| Greenup Street Wealth Management LLC | 4,373 | $450.7K | 0.07% | +2,073+90.1% | Added |
| Seascape Capital Management | 4,376 | $451.0K | 0.13% | +92+2.1% | Added |
| Sutton Place Investors LLC | 4,379 | $451.3K | 0.26% | +40+0.9% | Added |
| Granite FO LLC | 4,389 | $452.3K | 0.25% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 4,607 | $452.6K | 0.17% | 00.0% | Unchanged |
| Eclectic Associates Inc | 4,392 | $452.7K | 0.08% | −39−0.9% | Reduced |
| Fiducient Advisors LLC | 4,393 | $452.7K | 0.05% | +813+22.7% | Added |
| Armbruster Capital Management, Inc. | 4,395 | $452.9K | 0.08% | −30−0.7% | Reduced |
| Norway Savings Bank | 4,400 | $453.5K | 0.22% | −25−0.6% | Reduced |
| Broderick Brian C | 4,400 | $453.5K | 0.09% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 4,406 | $454.1K | 0.18% | +77+1.8% | Added |
| Stewardship Advisors, LLC | 4,418 | $455.3K | 0.11% | +78+1.8% | Added |
| Capital Management Associates, Inc | 4,423 | $455.9K | 0.12% | +1,205+37.4% | Added |
| Smith Asset Management Co., LLC | 4,425 | $456.0K | 0.39% | +15+0.3% | Added |
| Volterra Technologies LP | 4,436 | $457.2K | 0.30% | +2,334+111.0% | Added |
| Websterrogers Financial Advisors, LLC | 4,438 | $457.4K | 0.14% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 4,443 | $457.9K | 0.10% | +815+22.5% | Added |
| Werba Rubin Papier Wealth Management | 4,452 | $458.8K | 0.07% | +105+2.4% | Added |
| Curran Financial Partners, LLC | 4,452 | $458.9K | 0.09% | −405−8.3% | Reduced |
| Private Advisory Group LLC | 4,454 | $459.1K | 0.04% | +1,064+31.4% | Added |
| Taylor Financial Group, Inc. | 4,460 | $459.6K | 0.26% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 4,460 | $459.7K | 0.12% | +118+2.7% | Added |
| Manhattan West Asset Management, LLC | 4,461 | $459.8K | 0.10% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,462 | $459.9K | 0.12% | +382+9.4% | Added |
| Blue Rock Wealth Management LLC | 4,466 | $460.3K | 0.29% | +4,466 | New |
| Keynote Financial Services LLC | 4,477 | $461.4K | 0.28% | −500−10.0% | Reduced |
| FSA Investment Group, LLC | 4,527 | $461.6K | 0.29% | +4,527 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 4,481 | $461.8K | 0.16% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,482 | $461.9K | 0.05% | −116−2.5% | Reduced |
| Breakthru Advisory Services, LLC | 4,486 | $462.3K | 0.30% | +4,486 | New |
| Allium Financial Advisors, LLC | 4,494 | $463.2K | 0.38% | −40−0.9% | Reduced |
| Huber Capital Management LLC | 4,500 | $463.8K | 0.07% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 4,500 | $463.8K | 0.30% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,500 | $463.8K | 0.40% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 4,500 | $463.8K | 0.15% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,500 | $464.0K | 0.04% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 4,505 | $464.0K | 0.22% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 4,512 | $465.0K | 0.14% | +570+14.5% | Added |
| Panoramic Capital Partners, LLC | 4,523 | $466.1K | 0.30% | +638+16.4% | Added |
| ONE Advisory Partners, LLC | 4,571 | $466.8K | 0.14% | +1,930+73.1% | Added |
| Northwest Financial Advisors | 4,536 | $467.5K | 0.60% | +10+0.2% | Added |
| Yukon Wealth Management, Inc. | 4,536 | $467.5K | 0.15% | +216+5.0% | Added |
| Lebenthal Global Advisors, LLC | 4,540 | $467.9K | 0.08% | +2,422+114.4% | Added |
| RVW Wealth, LLC | 4,542 | $468.1K | 0.04% | 00.0% | Unchanged |
| Humankind Investments LLC | 4,543 | $468.2K | 0.11% | +130+2.9% | Added |
| Horizon Family Wealth, Inc. | 4,546 | $468.5K | 0.27% | +11+0.2% | Added |
| Key Financial Inc | 4,597 | $468.7K | 0.09% | +103+2.3% | Added |
| Rise Advisors, LLC | 4,552 | $469.1K | 0.17% | +372+8.9% | Added |
| Fortis Capital Advisors, LLC | 4,555 | $469.5K | 0.07% | −88−1.9% | Reduced |
| Vance Wealth, Inc. | 4,560 | $469.9K | 0.14% | +131+3.0% | Added |
| Anson Capital, Inc. | 4,569 | $470.9K | 0.35% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 4,569 | $470.9K | 0.38% | +70+1.6% | Added |
| LVM Capital Management Ltd | 4,572 | $471.0K | 0.05% | +33+0.7% | Added |
| Palumbo Wealth Management LLC | 6,237 | $472.0K | 0.15% | +13+0.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,588 | $472.8K | 0.25% | +4+0.1% | Added |
| Catalina Capital Group, LLC | 4,591 | $473.1K | 0.29% | −25−0.5% | Reduced |
| Court Place Advisors, LLC | 4,592 | $473.3K | 0.14% | −150−3.2% | Reduced |
| VSM Wealth Advisory, LLC | 4,598 | $473.8K | 0.15% | +20.0% | Added |
| Strategies Wealth Advisors, LLC | 4,599 | $474.0K | 0.05% | −171−3.6% | Reduced |
| Wiser Wealth Management, Inc | 4,604 | $474.5K | 0.11% | −1,260−21.5% | Reduced |