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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 70,836 | $7.30M | 1.69% | +5,185+7.9% | Added |
| Legacy CG, LLC | 70,702 | $7.29M | 2.05% | −4,852−6.4% | Reduced |
| Citizens National Bank Trust Department | 70,586 | $7.27M | 1.30% | +5,584+8.6% | Added |
| Courier Capital LLC | 70,434 | $7.26M | 0.42% | −357−0.5% | Reduced |
| Geneos Wealth Management Inc. | 70,414 | $7.26M | 0.18% | −15,621−18.2% | Reduced |
| Berkshire Bank | 70,276 | $7.24M | 1.56% | −3,716−5.0% | Reduced |
| Novem Group | 70,022 | $7.22M | 0.86% | −1,407−2.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 70,000 | $7.21M | 3.12% | −798−1.1% | Reduced |
| Generate Investment Management Ltd | 70,000 | $7.21M | 0.37% | −118,387−62.8% | Reduced |
| Capital Asset Advisory Services LLC | 69,981 | $7.21M | 0.31% | +2,407+3.6% | Added |
| Continuum Advisory, LLC | 69,950 | $7.21M | 0.76% | +5,400+8.4% | Added |
| Sentry LLC | 69,899 | $7.20M | 1.79% | −300−0.4% | Reduced |
| German American Bancorp, Inc. | 69,890 | $7.20M | 0.64% | +63,606+1,012.2% | Added |
| WealthPLAN Partners, LLC | 69,795 | $7.19M | 1.08% | −306−0.4% | Reduced |
| Legacy Wealth Management, LLC | 69,277 | $7.14M | 2.15% | −9,152−11.7% | Reduced |
| Diversify Wealth Management, LLC | 70,279 | $7.14M | 0.41% | +4,174+6.3% | Added |
| Prosperity Consulting Group, LLC | 69,104 | $7.12M | 0.35% | +25,518+58.5% | Added |
| Bright Rock Capital Management, LLC | 69,000 | $7.11M | 1.39% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 68,887 | $7.10M | 0.48% | +1,449+2.1% | Added |
| Rehmann Capital Advisory Group | 68,823 | $7.09M | 0.39% | −4,170−5.7% | Reduced |
| Modern Wealth Management, LLC | 68,677 | $7.08M | 0.14% | +895+1.3% | Added |
| Regal Investment Advisors LLC | 68,644 | $7.07M | 0.46% | +5,239+8.3% | Added |
| Moody National Bank Trust Division | 68,450 | $7.05M | 0.60% | +3,778+5.8% | Added |
| Northcape Wealth Management, LLC | 68,190 | $7.03M | 2.05% | −359−0.5% | Reduced |
| AMG National Trust Bank | 68,062 | $7.01M | 0.17% | −827−1.2% | Reduced |
| Summit Global Investments | 67,796 | $6.99M | 0.41% | −14,999−18.1% | Reduced |
| Rossmore Private Capital | 67,792 | $6.99M | 0.75% | +1,778+2.7% | Added |
| Silvant Capital Management LLC | 67,775 | $6.98M | 0.24% | −3,482−4.9% | Reduced |
| Johnson Financial Group, Inc. | 67,612 | $6.97M | 0.26% | −9,950−12.8% | Reduced |
| Paradigm Financial Partners, LLC | 67,507 | $6.96M | 0.71% | −2,674−3.8% | Reduced |
| Chicago Partners Investment Group LLC | 67,330 | $6.95M | 0.18% | +10,818+19.1% | Added |
| Stablepoint Partners, LLC | 67,205 | $6.93M | 1.10% | +763+1.1% | Added |
| JT Stratford LLC | 67,159 | $6.92M | 0.93% | +14,382+27.3% | Added |
| LaFleur & Godfrey LLC | 67,118 | $6.92M | 0.84% | −1,674−2.4% | Reduced |
| CWA Asset Management Group, LLC | 67,031 | $6.91M | 0.26% | −983−1.4% | Reduced |
| Ostrum Asset Management | 67,005 | $6.91M | 0.31% | −13,374−16.6% | Reduced |
| Mechanics Bank Trust Department | 66,953 | $6.90M | 0.97% | −3,626−5.1% | Reduced |
| Atomi Financial Group, Inc. | 66,879 | $6.89M | 0.22% | +1,408+2.2% | Added |
| Stonebridge Financial Group, LLC | 66,710 | $6.88M | 0.61% | −673−1.0% | Reduced |
| Permanens Capital L.P. | 66,589 | $6.86M | 1.02% | +15,738+30.9% | Added |
| Jefferies Financial Group Inc. | 66,575 | $6.86M | 0.06% | −172,250−72.1% | Reduced |
| Meridian Wealth Advisors, LLC | 66,238 | $6.83M | 0.97% | +2,804+4.4% | Added |
| Signet Investment Advisory Group, Inc. | 65,988 | $6.80M | 3.27% | −1,622−2.4% | Reduced |
| Nations Financial Group Inc, | 65,966 | $6.80M | 0.42% | −70.0% | Reduced |
| Western Wealth Management, LLC | 65,835 | $6.78M | 0.36% | −1,817−2.7% | Reduced |
| Roman Butler Fullerton & Co | 66,213 | $6.78M | 1.82% | +566+0.9% | Added |
| Hamilton Point Investment Advisors, LLC | 65,689 | $6.77M | 1.06% | −40−0.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 65,685 | $6.77M | 0.12% | +452+0.7% | Added |
| Kingswood Wealth Advisors, LLC | 65,683 | $6.77M | 0.41% | +16,909+34.7% | Added |
| Gifford Fong Associates | 65,550 | $6.76M | 1.42% | 00.0% | Unchanged |
| Pinnbrook Capital Management LP | 65,533 | $6.75M | 1.25% | +65,533 | New |
| Kathmere Capital Management, LLC | 65,512 | $6.75M | 0.48% | +6,303+10.6% | Added |
| Smartleaf Asset Management LLC | 65,414 | $6.74M | 0.42% | +15,806+31.9% | Added |
| Saranac Partners Ltd | 65,273 | $6.73M | 1.22% | +3,958+6.5% | Added |
| Riggs Asset Managment Co. Inc. | 65,145 | $6.71M | 1.46% | −15,516−19.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 65,060 | $6.71M | 1.15% | +476+0.7% | Added |
| Westfield Capital Management Co LP | 64,902 | $6.69M | 0.03% | +836+1.3% | Added |
| Robbins Farley LLC | 64,678 | $6.67M | 2.77% | +2,031+3.2% | Added |
| TD Private Client Wealth LLC | 64,675 | $6.67M | 0.15% | −24,492−27.5% | Reduced |
| 1st Source Bank | 64,562 | $6.65M | 0.35% | −1,711−2.6% | Reduced |
| DSG Capital Advisors, LLC | 64,554 | $6.65M | 1.06% | +3,487+5.7% | Added |
| Capital Advisors Inc | 64,551 | $6.65M | 0.11% | +328+0.5% | Added |
| Flagship Harbor Advisors, LLC | 64,504 | $6.65M | 0.29% | +164+0.3% | Added |
| High Note Wealth, LLC | 64,452 | $6.64M | 1.33% | +996+1.6% | Added |
| Appleton Partners Inc | 64,448 | $6.64M | 0.45% | −1,376−2.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 64,236 | $6.62M | 0.19% | −1,819−2.8% | Reduced |
| R.H. Investment Group, LLC | 64,214 | $6.62M | 5.75% | −580−0.9% | Reduced |
| Capital Planning Advisors, LLC | 64,180 | $6.61M | 0.91% | −3,445−5.1% | Reduced |
| Diversified Investment Strategies, LLC | 64,130 | $6.61M | 4.33% | −600−0.9% | Reduced |
| Creekmur Asset Management LLC | 64,107 | $6.61M | 1.10% | +5,791+9.9% | Added |
| Greenwood Capital Associates LLC | 64,089 | $6.61M | 0.76% | +7,925+14.1% | Added |
| Arete Wealth Advisors, LLC | 64,032 | $6.60M | 0.41% | −14,590−18.6% | Reduced |
| Valmark Advisers, Inc. | 63,996 | $6.60M | 0.09% | +751+1.2% | Added |
| Parkside Financial Bank & Trust | 63,871 | $6.58M | 0.51% | −299−0.5% | Reduced |
| Virtue Capital Management, LLC | 23,343 | $6.58M | 1.44% | +10,778+85.8% | Added |
| Tower Bridge Advisors | 63,825 | $6.58M | 0.66% | −100−0.2% | Reduced |
| Kanawha Capital Management LLC | 63,768 | $6.57M | 0.45% | +2,381+3.9% | Added |
| SlateStone Wealth, LLC | 63,754 | $6.57M | 0.57% | −6,814−9.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 63,782 | $6.57M | 0.06% | +9,061+16.6% | Added |
| Conning Inc. | 63,458 | $6.54M | 0.22% | −3,279−4.9% | Reduced |
| Palisade Capital Management LLC | 63,277 | $6.52M | 0.18% | +63,277 | New |
| Alps Advisors Inc | 63,038 | $6.50M | 0.04% | +12,338+24.3% | Added |
| Pekin Hardy Strauss, Inc. | 62,823 | $6.47M | 0.65% | −1,689−2.6% | Reduced |
| L & S Advisors Inc | 62,789 | $6.47M | 0.62% | −95−0.2% | Reduced |
| Guardian Wealth Advisors, LLC | 62,671 | $6.46M | 0.42% | +1,243+2.0% | Added |
| Ingalls & Snyder LLC | 62,649 | $6.46M | 0.21% | −1,419−2.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 62,642 | $6.46M | 0.35% | −200−0.3% | Reduced |
| Ocean Capital Management, LLC | 62,462 | $6.44M | 1.30% | −1,141−1.8% | Reduced |
| Telos Capital Management, Inc. | 62,429 | $6.43M | 0.62% | +722+1.2% | Added |
| Kingsman Wealth Management, Inc. | 62,421 | $6.43M | 3.58% | +4,046+6.9% | Added |
| Bryn Mawr Trust Co | 62,315 | $6.42M | 0.15% | −70,841−53.2% | Reduced |
| Hudson Capital Management LLC | 62,306 | $6.42M | 1.70% | +286+0.5% | Added |
| 180 Wealth Advisors, LLC | 62,087 | $6.40M | 0.78% | −5,171−7.7% | Reduced |
| Beck Capital Management, LLC | 61,831 | $6.37M | 1.47% | −321−0.5% | Reduced |
| Byrne Financial Freedom, LLC | 61,785 | $6.37M | 3.17% | +755+1.2% | Added |
| NJ State Employees Deferred Compensation Plan | 61,760 | $6.36M | 0.70% | −11,840−16.1% | Reduced |
| Moloney Securities Asset Management, LLC | 61,729 | $6.36M | 0.76% | −7,888−11.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 61,591 | $6.35M | 0.68% | +2,482+4.2% | Added |
| Columbus Macro, LLC | 61,539 | $6.34M | 0.72% | +2,635+4.5% | Added |
| Savvy Advisors, Inc. | 61,438 | $6.33M | 0.29% | +8,948+17.0% | Added |