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
- 4,030
- +119 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
- 97
- 1,545 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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 85,860 | $8.85M | 2.45% | −2,936−3.3% | Reduced |
| Naviter Wealth, LLC | 85,710 | $8.83M | 1.03% | +2,431+2.9% | Added |
| Sterling Capital Management LLC | 85,535 | $8.82M | 0.13% | −2,467−2.8% | Reduced |
| Stock Yards Bank & Trust Co | 85,354 | $8.80M | 0.28% | −1,431−1.6% | Reduced |
| Alteri Wealth LLC | 85,233 | $8.78M | 3.02% | +538+0.6% | Added |
| Financial & Tax Architects, LLC | 85,130 | $8.77M | 1.94% | +4,094+5.1% | Added |
| Little House Capital LLC | 84,997 | $8.76M | 2.01% | +4,665+5.8% | Added |
| Koshinski Asset Management, Inc. | 84,089 | $8.67M | 0.58% | −1,705−2.0% | Reduced |
| MUFG Securities EMEA plc | 84,013 | $8.66M | 0.22% | +71,246+558.0% | Added |
| Washington Trust Advisors, Inc. | 83,911 | $8.65M | 0.66% | −1,307−1.5% | Reduced |
| Amarillo National Bank | 83,865 | $8.64M | 1.52% | +200+0.2% | Added |
| Northwest Bancshares, Inc. | 83,763 | $8.63M | 1.43% | −1,067−1.3% | Reduced |
| Summit Financial Strategies, Inc. | 83,685 | $8.62M | 0.74% | −692−0.8% | Reduced |
| Wendell David Associates Inc | 83,580 | $8.61M | 0.85% | −210−0.3% | Reduced |
| M&G Plc | 83,500 | $8.60M | 0.05% | +10,664+14.6% | Added |
| Denali Advisors LLC | 83,451 | $8.60M | 0.97% | −21,259−20.3% | Reduced |
| Syon Capital LLC | 83,294 | $8.58M | 0.46% | +10,134+13.9% | Added |
| EverSource Wealth Advisors, LLC | 83,176 | $8.57M | 0.34% | +6,597+8.6% | Added |
| Core Alternative Capital | 83,084 | $8.56M | 2.49% | −11,273−11.9% | Reduced |
| Journey Advisory Group, LLC | 82,990 | $8.55M | 0.63% | −1,173−1.4% | Reduced |
| Haverford Trust Co | 82,756 | $8.53M | 0.08% | +457+0.6% | Added |
| Horrell Capital Management, Inc. | 82,478 | $8.50M | 3.58% | −6,735−7.5% | Reduced |
| DoubleLine ETF Adviser LP | 82,465 | $8.50M | 2.56% | +82,465 | New |
| Rockline Wealth Management, LLC | 82,365 | $8.49M | 1.76% | +1,170+1.4% | Added |
| Quantitative Investment Management, LLC | 82,309 | $8.48M | 1.18% | +2,601+3.3% | Added |
| NovaPoint Capital, LLC | 82,072 | $8.46M | 2.07% | +4,429+5.7% | Added |
| Cinctive Capital Management LP | 81,864 | $8.44M | 0.42% | −31,285−27.6% | Reduced |
| Old National Bancorp | 81,511 | $8.40M | 0.14% | +2,255+2.8% | Added |
| Smith, Salley & Associates | 81,486 | $8.40M | 0.43% | +6,104+8.1% | Added |
| Kavar Capital Partners Group, LLC | 81,256 | $8.37M | 1.12% | +173+0.2% | Added |
| Meridian Management Co | 81,247 | $8.37M | 2.24% | +50+0.1% | Added |
| Cordatus Wealth Management LLC | 80,996 | $8.35M | 1.97% | −165−0.2% | Reduced |
| Qsemble Capital Management, LP | 80,795 | $8.33M | 0.82% | +75,810+1,520.8% | Added |
| Ausdal Financial Partners, Inc. | 80,608 | $8.31M | 0.40% | +14,029+21.1% | Added |
| NorthRock Partners, LLC | 80,550 | $8.30M | 0.15% | +21,556+36.5% | Added |
| Ar Asset Management Inc | 80,300 | $8.28M | 1.74% | 00.0% | Unchanged |
| Asset Dedication, LLC | 80,214 | $8.27M | 0.56% | −919−1.1% | Reduced |
| Frank, Rimerman Advisors LLC | 79,962 | $8.24M | 0.53% | +2,586+3.3% | Added |
| Quest Investment Management LLC | 79,740 | $8.22M | 0.86% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 79,681 | $8.21M | 0.12% | −716−0.9% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 93,500 | $8.20M | 1.08% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 79,540 | $8.20M | 0.11% | −3,226−3.9% | Reduced |
| Covington Investment Advisors Inc. | 79,514 | $8.20M | 1.07% | −80.0% | Reduced |
| Integrated Advisors Network LLC | 78,846 | $8.13M | 0.34% | +9,369+13.5% | Added |
| Knights of Columbus Asset Advisors LLC | 78,552 | $8.10M | 0.46% | +4,212+5.7% | Added |
| SevenBridge Financial Group, LLC | 78,258 | $8.10M | 1.33% | +1,532+2.0% | Added |
| Contravisory Investment Management, Inc. | 78,292 | $8.07M | 1.56% | −3,202−3.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 78,124 | $8.05M | 0.15% | +59,004+308.6% | Added |
| BBR Partners, LLC | 78,121 | $8.05M | 0.46% | −762−1.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 77,579 | $8.00M | 0.78% | +907+1.2% | Added |
| Foster & Motley Inc | 76,883 | $7.92M | 0.43% | −2,942−3.7% | Reduced |
| Somerset Trust Co | 76,887 | $7.92M | 2.45% | +342+0.4% | Added |
| Anchor Investment Management, LLC | 76,776 | $7.91M | 0.66% | −219−0.3% | Reduced |
| Proficio Capital Partners LLC | 76,714 | $7.91M | 0.54% | −17,841−18.9% | Reduced |
| Iyo Bank, Ltd. | 76,572 | $7.89M | 2.98% | 00.0% | Unchanged |
| Windward Capital Management Co | 76,553 | $7.89M | 0.63% | −657−0.9% | Reduced |
| Coastal Bridge Advisors, LLC | 76,394 | $7.87M | 0.60% | −13,188−14.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 76,256 | $7.86M | 0.24% | −5,682−6.9% | Reduced |
| Plimoth Trust Co LLC | 76,095 | $7.84M | 1.78% | −1,363−1.8% | Reduced |
| South Dakota Investment Council | 76,065 | $7.84M | 0.15% | −16,931−18.2% | Reduced |
| Skye Global Management LP | 76,000 | $7.83M | 0.16% | +27,600+57.0% | Added |
| Ameritas Advisory Services, LLC | 75,879 | $7.82M | 0.51% | +13,533+21.7% | Added |
| Hourglass Capital, LLC | 75,783 | $7.81M | 1.75% | −310−0.4% | Reduced |
| West Branch Capital LLC | 75,530 | $7.78M | 2.04% | +1,321+1.8% | Added |
| Bank of Hawaii | 75,492 | $7.78M | 0.39% | −709−0.9% | Reduced |
| International Assets Investment Management, LLC | 79,146 | $7.78M | 0.63% | +379+0.5% | Added |
| William Allan, LLC | 75,418 | $7.77M | 4.36% | −5,352−6.6% | Reduced |
| Estabrook Capital Management | 75,269 | $7.76M | 1.13% | −1,028−1.3% | Reduced |
| Spinnaker Trust | 75,235 | $7.75M | 0.43% | −1,220−1.6% | Reduced |
| Jacobs & Co | 75,204 | $7.75M | 0.74% | −766−1.0% | Reduced |
| Capital City Trust Co | 75,164 | $7.75M | 1.89% | −635−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 75,115 | $7.74M | 0.38% | +156+0.2% | Added |
| Millennium Capital Advisors, LLC | 75,025 | $7.73M | 4.67% | −3,048−3.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 72,200 | $7.72M | 0.07% | −9,861−12.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 74,814 | $7.71M | 0.59% | +237+0.3% | Added |
| Stonebrook Private Inc. | 74,805 | $7.71M | 1.67% | +1,539+2.1% | Added |
| Gamco Investors, Inc. Et Al | 74,619 | $7.69M | 0.07% | −438−0.6% | Reduced |
| Occidental Asset Management, LLC | 74,101 | $7.64M | 0.96% | +273+0.4% | Added |
| Keel Point, LLC | 74,071 | $7.63M | 0.47% | +1,041+1.4% | Added |
| William B. Walkup & Associates, Inc. | 73,796 | $7.61M | 4.07% | −43−0.1% | Reduced |
| Liberty One Investment Management, LLC | 73,746 | $7.60M | 0.43% | +17,727+31.6% | Added |
| HBK Sorce Advisory LLC | 69,601 | $7.59M | 0.19% | +1,699+2.5% | Added |
| DLK Investment Management, LLC | 73,179 | $7.54M | 2.84% | −611−0.8% | Reduced |
| Heritage Wealth Management, Inc. | 73,064 | $7.53M | 2.21% | −939−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 72,961 | $7.52M | 0.08% | +3,308+4.7% | Added |
| CX Institutional | 72,841 | $7.51M | 0.23% | −603−0.8% | Reduced |
| Forum Financial Management, LP | 72,764 | $7.50M | 0.10% | −650−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 72,625 | $7.48M | 0.16% | +440+0.6% | Added |
| Jamison Private Wealth Management, Inc. | 72,617 | $7.48M | 0.95% | +2,377+3.4% | Added |
| Archford Capital Strategies, LLC | 72,405 | $7.46M | 0.89% | +1,531+2.2% | Added |
| Headinvest, LLC | 72,330 | $7.45M | 1.54% | −4,055−5.3% | Reduced |
| GKV Capital Management Co., Inc. | 72,316 | $7.45M | 2.94% | +50+0.1% | Added |
| Radnor Capital Management, LLC | 72,093 | $7.43M | 1.13% | 00.0% | Unchanged |
| StoneX Group Inc. | 71,702 | $7.39M | 0.32% | −799−1.1% | Reduced |
| Equitable Trust Co | 71,512 | $7.37M | 0.34% | +4,800+7.2% | Added |
| Verity Asset Management, Inc. | 71,430 | $7.36M | 2.40% | +33,139+86.5% | Added |
| Sitrin Capital Management LLC | 71,280 | $7.35M | 3.52% | −736−1.0% | Reduced |
| NWF Advisory Services Inc. | 71,229 | $7.34M | 0.81% | +1,214+1.7% | Added |
| Tema ETFs LLC | 70,950 | $7.31M | 0.61% | +70,950 | New |
| Wedmont Private Capital | 70,755 | $7.30M | 0.27% | +3,969+5.9% | Added |