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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 61,406 | $6.33M | 0.36% | +9,817+19.0% | Added |
| Councilmark Asset Management, LLC | 61,335 | $6.32M | 3.62% | −150−0.2% | Reduced |
| Bridge Creek Capital Management LLC | 61,185 | $6.31M | 1.75% | −951−1.5% | Reduced |
| Blue Fin Capital, Inc. | 61,171 | $6.30M | 0.99% | −1,710−2.7% | Reduced |
| Fairvoy Private Wealth, LLC | 61,120 | $6.30M | 1.43% | +4,445+7.8% | Added |
| Beck Bode, LLC | 61,095 | $6.30M | 1.02% | −2,031−3.2% | Reduced |
| Hall Capital Management Co Inc | 61,067 | $6.29M | 2.48% | −528−0.9% | Reduced |
| SPC Financial, Inc. | 60,894 | $6.28M | 0.49% | +65+0.1% | Added |
| Crestwood Advisors Group LLC | 60,822 | $6.27M | 0.11% | +3,966+7.0% | Added |
| Gryphon Financial Partners LLC | 60,475 | $6.23M | 0.71% | −781−1.3% | Reduced |
| Slow Capital, Inc. | 60,431 | $6.23M | 0.73% | −2,261−3.6% | Reduced |
| AMJ Financial Wealth Management | 60,411 | $6.23M | 1.51% | +4,034+7.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 60,387 | $6.22M | 0.99% | +397+0.7% | Added |
| Peninsula Asset Management Inc | 60,387 | $6.22M | 3.20% | −850−1.4% | Reduced |
| Family Legacy, Inc. | 60,235 | $6.21M | 1.90% | −294−0.5% | Reduced |
| Abn Amro Investment Solutions | 60,171 | $6.20M | 0.13% | −1,164−1.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $6.18M | 1.52% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 59,931 | $6.18M | 0.38% | +13,938+30.3% | Added |
| FourThought Financial Partners, LLC | 59,883 | $6.17M | 0.54% | +2,876+5.0% | Added |
| Foyston, Gordon, & Payne Inc | 59,850 | $6.17M | 1.35% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 59,834 | $6.17M | 2.61% | −65−0.1% | Reduced |
| MV Capital Management, Inc. | 59,658 | $6.15M | 0.59% | +1,877+3.2% | Added |
| Harbour Investments, Inc. | 59,603 | $6.14M | 0.14% | −549−0.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 59,541 | $6.14M | 0.06% | +3,351+6.0% | Added |
| Westpac Banking Corp | 59,442 | $6.13M | 0.38% | +34,338+136.8% | Added |
| Compass Wealth Management LLC | 59,337 | $6.12M | 1.37% | −430−0.7% | Reduced |
| Flputnam Investment Management Co | 59,245 | $6.11M | 0.09% | −306−0.5% | Reduced |
| Logan Capital Management Inc | 59,009 | $6.08M | 0.26% | +35,970+156.1% | Added |
| Greenline Partners, LLC | 58,983 | $6.08M | 0.74% | −690−1.2% | Reduced |
| Weatherly Asset Management L. P. | 58,630 | $6.04M | 0.50% | +2,490+4.4% | Added |
| Citizens Business Bank | 58,597 | $6.04M | 1.01% | +760+1.3% | Added |
| Hengehold Capital Management LLC | 58,497 | $6.03M | 0.51% | +1,159+2.0% | Added |
| Reliant Investment Management, LLC | 58,385 | $6.02M | 2.28% | +50,195+612.9% | Added |
| Parallax Volatility Advisers, L.P. | 58,382 | $6.02M | 0.18% | +58,382 | New |
| Cyndeo Wealth Partners, LLC | 58,337 | $6.01M | 0.33% | −273−0.5% | Reduced |
| Accuvest Global Advisors | 58,270 | $6.00M | 3.74% | +4,935+9.3% | Added |
| Simplicity Wealth,LLC | 58,243 | $6.00M | 0.35% | −45,567−43.9% | Reduced |
| Larson Financial Group LLC | 58,223 | $6.00M | 0.21% | +8,518+17.1% | Added |
| First National Advisers, LLC | 58,178 | $6.00M | 0.81% | −3,513−5.7% | Reduced |
| Palisade Asset Management, LLC | 58,006 | $5.98M | 0.56% | −656−1.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 57,993 | $5.98M | 1.96% | +307+0.5% | Added |
| Vectors Research Management, LLC | 57,983 | $5.98M | 1.88% | +753+1.3% | Added |
| Claret Asset Management Corp | 57,806 | $5.96M | 0.71% | −3,229−5.3% | Reduced |
| Smith, Moore & Co. | 57,675 | $5.94M | 0.46% | −220−0.4% | Reduced |
| Oak Family Advisors, LLC | 57,371 | $5.91M | 1.92% | −549−0.9% | Reduced |
| Raiffeisen Bank International AG | 57,300 | $5.91M | 0.08% | +14,187+32.9% | Added |
| Belpointe Asset Management LLC | 57,220 | $5.90M | 0.23% | +3,209+5.9% | Added |
| CFM Wealth Partners LLC | 57,184 | $5.89M | 0.86% | +4,873+9.3% | Added |
| Argonautica Private Wealth Management, Inc | 56,745 | $5.85M | 1.71% | −625−1.1% | Reduced |
| Evergreen Capital Management LLC | 56,626 | $5.84M | 0.14% | +6,856+13.8% | Added |
| Bensler, LLC | 56,562 | $5.83M | 0.61% | −46−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 56,348 | $5.81M | 0.40% | −3,347−5.6% | Reduced |
| Bowen Hanes & Co Inc | 56,240 | $5.80M | 0.15% | 00.0% | Unchanged |
| First National Bank of Omaha | 56,209 | $5.79M | 0.37% | −6,705−10.7% | Reduced |
| Trifecta Capital Advisors, LLC | 56,089 | $5.78M | 0.88% | −1,530−2.7% | Reduced |
| Pure Financial Advisors, Inc. | 56,060 | $5.78M | 0.09% | +5,101+10.0% | Added |
| Kercheville Advisors, LLC | 55,991 | $5.77M | 1.74% | +3,852+7.4% | Added |
| Mirae Asset Securities (USA) Inc. | 55,879 | $5.76M | 0.25% | −166−0.3% | Reduced |
| Plancorp, LLC | 55,866 | $5.76M | 0.18% | −8,213−12.8% | Reduced |
| Hollow Brook Wealth Management LLC | 55,787 | $5.75M | 1.36% | +901+1.6% | Added |
| XTX Topco Ltd | 55,725 | $5.74M | 0.30% | +48,678+690.8% | Added |
| Woodmont Investment Counsel LLC | 55,638 | $5.73M | 0.38% | −9,763−14.9% | Reduced |
| BFSG, LLC | 55,637 | $5.73M | 0.56% | −1,790−3.1% | Reduced |
| River Wealth Advisors LLC | 55,611 | $5.73M | 0.67% | +40,516+268.4% | Added |
| Silver Oak Securities, Inc | 55,594 | $5.73M | 0.43% | +20,226+57.2% | Added |
| MOKAN Wealth Management Inc. | 55,585 | $5.73M | 2.88% | +12,274+28.3% | Added |
| Trust Point Inc. | 55,487 | $5.72M | 0.46% | −4,857−8.0% | Reduced |
| Insigneo Advisory Services, LLC | 55,304 | $5.70M | 0.40% | +216+0.4% | Added |
| Independence Bank of Kentucky | 55,236 | $5.69M | 0.73% | +2,460+4.7% | Added |
| Coastline Trust Co | 55,082 | $5.68M | 0.61% | −424−0.8% | Reduced |
| Shellback Capital, LP | 55,000 | $5.67M | 0.36% | +50,000+1,000.0% | Added |
| Morningstar Investment Management LLC | 54,907 | $5.66M | 0.21% | +54,907 | New |
| Riverview Capital Advisers, LLC | 54,688 | $5.64M | 1.63% | +250.0% | Added |
| K.J. Harrison & Partners Inc | 55,404 | $5.63M | 0.81% | +22,000+65.9% | Added |
| IMA Wealth, Inc. | 54,577 | $5.62M | 0.57% | +12,134+28.6% | Added |
| Westmount Partners, LLC | 55,115 | $5.62M | 1.45% | +180.0% | Added |
| Jaffetilchin Investment Partners, LLC | 54,509 | $5.62M | 0.34% | +1,548+2.9% | Added |
| WealthShield Partners, LLC | 54,502 | $5.62M | 0.64% | −140−0.3% | Reduced |
| Financial Advisory Partners, LLC | 54,483 | $5.62M | 1.64% | −408−0.7% | Reduced |
| Royal Fund Management, LLC | 54,445 | $5.61M | 0.69% | −34,143−38.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 54,198 | $5.59M | 0.90% | +994+1.9% | Added |
| EFG Asset Management (Americas) Corp. | 54,143 | $5.58M | 0.96% | −5,981−9.9% | Reduced |
| Hixon Zuercher, LLC | 54,124 | $5.58M | 1.70% | −959−1.7% | Reduced |
| IPG Investment Advisors LLC | 54,008 | $5.57M | 0.99% | +965+1.8% | Added |
| ROI Financial Advisors, LLC | 53,962 | $5.56M | 3.32% | +1,769+3.4% | Added |
| Meridian Investment Counsel Inc. | 53,798 | $5.54M | 1.37% | 00.0% | Unchanged |
| Aries Wealth Management | 53,691 | $5.53M | 1.31% | +70+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 53,569 | $5.52M | 0.04% | −61,705−53.5% | Reduced |
| Mather Group, LLC. | 53,517 | $5.52M | 0.06% | +4,372+8.9% | Added |
| Mission Wealth Management, LP | 53,500 | $5.51M | 0.11% | −196−0.4% | Reduced |
| Delta Financial Advisors LLC | 53,446 | $5.51M | 1.56% | +160+0.3% | Added |
| Arvest Investments, Inc. | 53,444 | $5.51M | 0.79% | +6,231+13.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 53,376 | $5.50M | 1.70% | −164−0.3% | Reduced |
| Monument Capital Management | 53,283 | $5.49M | 1.37% | −1,576−2.9% | Reduced |
| Mendel Capital Management LLC | 53,230 | $5.49M | 2.88% | +227+0.4% | Added |
| Weaver Capital Management LLC | 53,138 | $5.48M | 1.19% | +3,354+6.7% | Added |
| Pines Wealth Management, LLC | 52,972 | $5.46M | 1.84% | −904−1.7% | Reduced |
| Delos Wealth Advisors, LLC | 52,900 | $5.45M | 3.68% | +4,251+8.7% | Added |
| Capital Investment Advisory Services, LLC | 52,730 | $5.43M | 0.43% | +762+1.5% | Added |
| Capstone Triton Financial Group, LLC | 52,701 | $5.43M | 3.64% | −269−0.5% | Reduced |