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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 52,621 | $5.42M | 0.22% | +1,447+2.8% | Added |
| JPL Wealth Management, LLC | 52,569 | $5.42M | 1.29% | −1,146−2.1% | Reduced |
| Private Trust Co NA | 52,529 | $5.41M | 0.48% | +96+0.2% | Added |
| First National Bank of Hutchinson | 52,423 | $5.40M | 2.86% | +21,404+69.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 52,415 | $5.40M | 1.14% | +510+1.0% | Added |
| Northstar Group, Inc. | 52,319 | $5.39M | 0.79% | −293−0.6% | Reduced |
| Kampmann Melissa S. | 52,294 | $5.39M | 3.93% | −2,090−3.8% | Reduced |
| Successful Portfolios LLC | 52,183 | $5.38M | 3.14% | +146+0.3% | Added |
| Alpha Cubed Investments, LLC | 52,171 | $5.38M | 0.19% | +1,208+2.4% | Added |
| Lincluden Management Ltd | 52,164 | $5.38M | 0.60% | −521−1.0% | Reduced |
| Security National Bank of Sioux City Iowa | 52,085 | $5.37M | 3.49% | +16,033+44.5% | Added |
| Fulton Bank, N.A. | 51,954 | $5.35M | 0.19% | −1,316−2.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 51,842 | $5.34M | 0.98% | +711+1.4% | Added |
| HORAN Wealth, LLC | 51,727 | $5.33M | 0.84% | −2,502−4.6% | Reduced |
| Huntleigh Advisors, Inc. | 51,517 | $5.31M | 0.91% | +573+1.1% | Added |
| Helen Stephens Group, LLC | 51,476 | $5.31M | 1.18% | +60.0% | Added |
| Accurate Wealth Management, LLC | 49,518 | $5.30M | 0.71% | +3,181+6.9% | Added |
| Harbor Investment Advisory, LLC | 51,436 | $5.30M | 0.44% | −1,118−2.1% | Reduced |
| North Star Investment Management Corp. | 51,320 | $5.29M | 0.34% | +210.0% | Added |
| CMT Capital Markets Trading GmbH | 51,300 | $5.29M | 2.20% | −49,700−49.2% | Reduced |
| Twin Capital Management Inc | 51,292 | $5.29M | 0.67% | −23,118−31.1% | Reduced |
| Naples Global Advisors, LLC | 51,267 | $5.28M | 0.41% | +825+1.6% | Added |
| Avestar Capital, LLC | 51,228 | $5.28M | 0.38% | −1,062−2.0% | Reduced |
| Sunbelt Securities, Inc. | 51,224 | $5.28M | 0.36% | +9,674+23.3% | Added |
| Wealth Alliance Advisory Group, LLC | 51,167 | $5.27M | 0.95% | +1,444+2.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 51,013 | $5.26M | 1.49% | +2,359+4.8% | Added |
| Cohen Klingenstein LLC | 51,000 | $5.26M | 0.16% | 00.0% | Unchanged |
| Finivi Inc. | 50,970 | $5.25M | 3.35% | +281+0.6% | Added |
| Waddell & Associates, LLC | 50,970 | $5.25M | 0.45% | +10,933+27.3% | Added |
| CFS Investment Advisory Services, LLC | 49,469 | $5.25M | 0.39% | +322+0.7% | Added |
| Richard Bernstein Advisors LLC | 50,903 | $5.25M | 0.15% | −63,977−55.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 50,898 | $5.25M | 2.70% | +187+0.4% | Added |
| Westover Capital Advisors, LLC | 50,790 | $5.23M | 0.97% | +728+1.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,729 | $5.23M | 2.56% | +20.0% | Added |
| Quadcap Wealth Management, LLC | 50,728 | $5.23M | 0.62% | −142−0.3% | Reduced |
| Qtron Investments LLC | 50,646 | $5.22M | 0.65% | −1,422−2.7% | Reduced |
| Easterly Investment Partners LLC | 50,630 | $5.22M | 0.35% | −480−0.9% | Reduced |
| Resources Management Corp | 50,535 | $5.21M | 0.67% | −3,465−6.4% | Reduced |
| Welch Group, LLC | 50,486 | $5.20M | 0.20% | +2,516+5.2% | Added |
| Snider Financial Group | 50,421 | $5.20M | 1.42% | −7,340−12.7% | Reduced |
| Garrett Investment Advisors LLC | 50,302 | $5.18M | 0.43% | +1,970+4.1% | Added |
| Xcel Wealth Management, LLC | 50,130 | $5.17M | 1.34% | −300−0.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 50,032 | $5.16M | 2.74% | −675−1.3% | Reduced |
| Hoey Investments, Inc | 50,004 | $5.15M | 0.70% | −2,150−4.1% | Reduced |
| Broadwater Capital Management LLC | 50,000 | $5.15M | 3.77% | −4,855,329−99.0% | Reduced |
| Wolverine Trading, LLC | 49,930 | $5.15M | 0.10% | +31,219+166.8% | Added |
| Essex Financial Services, Inc. | 49,919 | $5.14M | 0.31% | −529−1.0% | Reduced |
| Perpetual Ltd | 49,882 | $5.14M | 0.06% | +39,926+401.0% | Added |
| Shepherd Financial Partners LLC | 49,602 | $5.11M | 0.49% | +50+0.1% | Added |
| Thomasville National Bank | 49,558 | $5.11M | 0.32% | +1,539+3.2% | Added |
| Harvest Fund Management Co., Ltd | 56,359 | $5.10M | 0.22% | −99−0.2% | Reduced |
| Duncker Streett & Co Inc | 49,341 | $5.09M | 0.89% | +1,118+2.3% | Added |
| Dorsey & Whitney Trust CO LLC | 49,260 | $5.08M | 0.27% | −81−0.2% | Reduced |
| Peterson Wealth Management | 49,177 | $5.07M | 3.51% | +1,947+4.1% | Added |
| Arlington Partners LLC | 49,145 | $5.06M | 1.75% | +3,135+6.8% | Added |
| Pine Valley Investments Ltd Liability Co | 49,092 | $5.06M | 0.26% | +1,612+3.4% | Added |
| GeoWealth Management, LLC | 49,047 | $5.05M | 0.18% | +4,526+10.2% | Added |
| Financial Security Advisor, Inc. | 49,036 | $5.05M | 1.07% | −1,134−2.3% | Reduced |
| Ledyard National Bank | 49,031 | $5.05M | 0.45% | −436−0.9% | Reduced |
| CMH Wealth Management LLC | 48,812 | $5.03M | 1.07% | +48,812 | New |
| Newbridge Financial Services Group, Inc. | 48,786 | $5.03M | 0.75% | −7,390−13.2% | Reduced |
| Finer Wealth Management, Inc. | 48,757 | $5.02M | 2.50% | −147−0.3% | Reduced |
| Brendel Financial Advisors LLC | 48,680 | $5.02M | 2.58% | +662+1.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 48,628 | $5.01M | 2.75% | +3,328+7.3% | Added |
| Stratos Wealth Advisors, LLC | 48,587 | $5.01M | 0.24% | +1,346+2.8% | Added |
| Sterling Investment Advisors, Ltd. | 48,575 | $5.01M | 0.97% | +606+1.3% | Added |
| KG&L Capital Management,LLC | 48,448 | $4.99M | 1.37% | −12,002−19.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 48,383 | $4.99M | 0.84% | +930+2.0% | Added |
| Intrust Bank NA | 48,038 | $4.95M | 0.41% | +2,738+6.0% | Added |
| Rahlfs Capital, LLC | 47,965 | $4.94M | 3.91% | −700−1.4% | Reduced |
| David Loasby | 47,860 | $4.94M | 0.38% | −307−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 47,907 | $4.94M | 0.15% | −795−1.6% | Reduced |
| Means Investment Co., Inc. | 47,886 | $4.94M | 0.43% | −4,013−7.7% | Reduced |
| Secure Asset Management, LLC | 48,380 | $4.93M | 0.81% | +10,139+26.5% | Added |
| Pacifica Partners Inc. | 48,371 | $4.93M | 1.76% | −1,326−2.7% | Reduced |
| MainStreet Investment Advisors LLC | 47,726 | $4.92M | 0.66% | −2,013−4.0% | Reduced |
| Fidelis Capital Partners, LLC | 47,567 | $4.90M | 0.38% | +1,604+3.5% | Added |
| Farmers Trust Co | 47,531 | $4.90M | 0.84% | −2,134−4.3% | Reduced |
| Essex Savings Bank | 47,527 | $4.90M | 1.10% | −90.0% | Reduced |
| Summit Asset Management, LLC | 47,519 | $4.90M | 0.75% | −970−2.0% | Reduced |
| Benedict Financial Advisors Inc | 47,519 | $4.90M | 1.06% | −1,277−2.6% | Reduced |
| Verdence Capital Advisors LLC | 46,817 | $4.89M | 0.28% | +11,385+32.1% | Added |
| Nilsine Partners, LLC | 47,405 | $4.89M | 0.44% | +3,603+8.2% | Added |
| Vickerman Investment Advisors, Inc. | 47,318 | $4.88M | 0.99% | −527−1.1% | Reduced |
| AIMZ Investment Advisors, LLC | 47,313 | $4.88M | 1.53% | −44−0.1% | Reduced |
| Rational Advisors LLC | 47,191 | $4.86M | 0.48% | +2,502+5.6% | Added |
| Golden State Equity Partners | 47,115 | $4.86M | 0.82% | −792−1.7% | Reduced |
| Octavia Wealth Advisors, LLC | 47,107 | $4.85M | 0.48% | +1,477+3.2% | Added |
| Harvey Capital Management Inc | 46,950 | $4.84M | 1.03% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 46,927 | $4.84M | 0.46% | +1,193+2.6% | Added |
| Simon Quick Advisors, LLC | 46,924 | $4.84M | 0.22% | +2,277+5.1% | Added |
| Axecap Investments, LLC | 46,610 | $4.80M | 2.97% | +1,427+3.2% | Added |
| Security National Bank of So Dak | 46,610 | $4.80M | 2.41% | +70+0.2% | Added |
| Univest Financial Corp | 46,608 | $4.80M | 0.27% | −3,466−6.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 46,375 | $4.78M | 0.74% | +52+0.1% | Added |
| Ibex Wealth Advisors | 46,326 | $4.77M | 0.46% | −4,578−9.0% | Reduced |
| LM Advisors LLC | 46,315 | $4.77M | 0.69% | +2,450+5.6% | Added |
| Spears Abacus Advisors LLC | 46,306 | $4.77M | 0.09% | −1,371−2.9% | Reduced |
| Peddock Capital Advisors, LLC | 46,280 | $4.77M | 1.03% | −1,015−2.1% | Reduced |
| SageView Advisory Group, LLC | 45,838 | $4.72M | 0.16% | −923−2.0% | Reduced |