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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 45,785 | $4.72M | 0.36% | −1,823−3.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 45,785 | $4.72M | 1.27% | −70.0% | Reduced |
| Deane Retirement Strategies, Inc. | 45,568 | $4.70M | 2.02% | +18,573+68.8% | Added |
| Linden Thomas Advisory Services, LLC | 45,424 | $4.68M | 0.47% | +1,544+3.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 45,403 | $4.68M | 1.65% | −4,629−9.3% | Reduced |
| Elevatus Welath Management | 45,177 | $4.66M | 1.34% | +40,117+792.8% | Added |
| Alphinity Investment Management Pty Ltd | 45,055 | $4.64M | 0.05% | +12,123+36.8% | Added |
| Allred Capital Management, LLC | 44,976 | $4.64M | 1.61% | −325−0.7% | Reduced |
| Northstar Asset Management LLC | 44,929 | $4.63M | 0.99% | 00.0% | Unchanged |
| Optiver Holding B.V. | 44,744 | $4.61M | 0.07% | +44,744 | New |
| Bowman & Co S.C. | 44,675 | $4.60M | 1.94% | −230−0.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 44,662 | $4.60M | 0.99% | −1,339−2.9% | Reduced |
| Parkside Investments, LLC | 44,614 | $4.60M | 0.57% | −1,095−2.4% | Reduced |
| Victrix Investment Advisors | 44,468 | $4.58M | 2.51% | +2,207+5.2% | Added |
| Northern Financial Advisors Inc | 44,412 | $4.58M | 2.40% | +555+1.3% | Added |
| Mount Yale Investment Advisors, LLC | 44,334 | $4.57M | 0.32% | +33,782+320.1% | Added |
| Consolidated Portfolio Review Corp | 44,236 | $4.56M | 0.57% | −2,206−4.8% | Reduced |
| Aspen Investment Management Inc | 44,192 | $4.55M | 1.76% | −2,701−5.8% | Reduced |
| Systematic Alpha Investments, LLC | 44,100 | $4.54M | 0.15% | 00.0% | Unchanged |
| Second Line Capital, LLC | 43,826 | $4.52M | 0.93% | +86+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 43,759 | $4.51M | 1.09% | −1,042−2.3% | Reduced |
| Marshall Financial Group LLC | 43,745 | $4.51M | 0.88% | +918+2.1% | Added |
| CoreCap Advisors, LLC | 43,683 | $4.50M | 0.16% | −1,113−2.5% | Reduced |
| Summit Place Financial Advisors, LLC | 43,677 | $4.50M | 2.12% | +55+0.1% | Added |
| Cullen Capital Management LLC | 43,662 | $4.50M | 0.05% | −371−0.8% | Reduced |
| Pegasus Asset Management, Inc. | 43,598 | $4.49M | 1.44% | +235+0.5% | Added |
| Bank of New Hampshire | 43,490 | $4.48M | 1.03% | +322+0.7% | Added |
| SGL Investment Advisors, Inc. | 44,102 | $4.48M | 1.87% | +11,916+37.0% | Added |
| Beacon Financial Group | 43,412 | $4.47M | 0.44% | −197−0.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 43,309 | $4.46M | 2.57% | −736−1.7% | Reduced |
| Fischer Financial Services, Inc. | 43,303 | $4.46M | 1.20% | +39,205+956.7% | Added |
| White Pine Capital LLC | 43,249 | $4.46M | 1.28% | +540+1.3% | Added |
| Hedeker Wealth, LLC | 43,046 | $4.44M | 0.92% | −1,224−2.8% | Reduced |
| Argentarii, LLC | 43,023 | $4.43M | 1.90% | +2,282+5.6% | Added |
| New Hampshire Trust | 42,873 | $4.42M | 0.85% | −358−0.8% | Reduced |
| FLP Wealth Management, LLC | 42,848 | $4.42M | 12.44% | +201+0.5% | Added |
| Delta Investment Management, LLC | 42,656 | $4.40M | 0.79% | +1,422+3.4% | Added |
| Cigna Investments Inc | 42,578 | $4.39M | 0.62% | −293−0.7% | Reduced |
| Anderson Hoagland & Co | 42,511 | $4.38M | 0.39% | −122−0.3% | Reduced |
| Sage Mountain Advisors LLC | 42,477 | $4.38M | 0.25% | +3,533+9.1% | Added |
| Providence Wealth Advisors, LLC | 42,400 | $4.37M | 2.76% | +130.0% | Added |
| Central Bank & Trust Co | 42,420 | $4.37M | 0.69% | +11,343+36.5% | Added |
| Dividend Assets Capital, LLC | 42,381 | $4.37M | 0.77% | −1,553−3.5% | Reduced |
| Chatham Capital Group, Inc. | 42,349 | $4.36M | 0.63% | −1,440−3.3% | Reduced |
| Chilton Investment Co LLC | 42,344 | $4.36M | 0.09% | +3,047+7.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 42,338 | $4.36M | 0.15% | +853+2.1% | Added |
| Cooper Financial Group | 42,209 | $4.35M | 0.48% | +3,462+8.9% | Added |
| Shayne & Co., LLC | 42,202 | $4.35M | 1.35% | −90−0.2% | Reduced |
| Gold Investment Management Ltd. | 42,073 | $4.34M | 1.46% | +497+1.2% | Added |
| Focus Financial Network, Inc. | 42,050 | $4.33M | 0.15% | +1,447+3.6% | Added |
| Cetera Trust Company, N.A | 41,890 | $4.32M | 2.42% | −312−0.7% | Reduced |
| Maven Securities LTD | 41,863 | $4.32M | 0.83% | +8,818+26.7% | Added |
| Oarsman Capital, Inc. | 41,752 | $4.30M | 0.60% | +515+1.2% | Added |
| Cary Street Partners Financial LLC | 41,733 | $4.30M | 0.11% | −828−1.9% | Reduced |
| Canandaigua National Bank & Trust Co | 41,650 | $4.29M | 0.38% | −1,532−3.5% | Reduced |
| Mustard Seed Financial, LLC | 41,630 | $4.29M | 2.76% | −857−2.0% | Reduced |
| First Heartland Consultants, Inc. | 41,545 | $4.28M | 0.35% | +295+0.7% | Added |
| Mattson Financial Services, LLC | 41,301 | $4.26M | 1.02% | +1,129+2.8% | Added |
| JCIC Asset Management Inc. | 41,228 | $4.25M | 1.33% | +41,228 | New |
| Transcend Wealth Collective, LLC | 40,938 | $4.22M | 0.30% | +8,892+27.7% | Added |
| Cozad Asset Management Inc | 40,842 | $4.21M | 0.33% | −5,544−12.0% | Reduced |
| Profund Advisors LLC | 40,624 | $4.19M | 0.14% | −5,746−12.4% | Reduced |
| Convergence Investment Partners, LLC | 40,556 | $4.18M | 0.94% | −18,536−31.4% | Reduced |
| RD Lewis Holdings, Inc. | 40,246 | $4.16M | 3.90% | +790+2.0% | Added |
| Holderness Investments Co | 40,329 | $4.16M | 0.85% | −113−0.3% | Reduced |
| Journey Strategic Wealth LLC | 40,327 | $4.16M | 0.12% | +1,216+3.1% | Added |
| Quintet Private Bank (Europe) S.A. | 40,320 | $4.16M | 0.23% | +612+1.5% | Added |
| R.H. Dinel Investment Counsel, Inc. | 40,275 | $4.15M | 2.68% | −525−1.3% | Reduced |
| Avidian Wealth Solutions, LLC | 40,253 | $4.15M | 0.16% | +1,122+2.9% | Added |
| Turn8 Private Wealth Inc. | 40,147 | $4.14M | 2.97% | +382+1.0% | Added |
| Exeter Financial, LLC | 40,095 | $4.13M | 1.78% | −8,461−17.4% | Reduced |
| Madden Securities Corp | 40,093 | $4.13M | 1.26% | −7,799−16.3% | Reduced |
| Genus Capital Management Inc. | 40,075 | $4.13M | 0.48% | +3,963+11.0% | Added |
| Sarasin & Partners LLP | 40,023 | $4.13M | 0.04% | −10,000−20.0% | Reduced |
| Bank of Stockton | 40,024 | $4.12M | 1.18% | +394+1.0% | Added |
| ICW Investment Advisors LLC | 39,951 | $4.12M | 1.50% | +206+0.5% | Added |
| Keystone Financial Group | 39,839 | $4.11M | 0.31% | +10,247+34.6% | Added |
| Nvest Financial, LLC | 39,778 | $4.10M | 2.36% | −18,438−31.7% | Reduced |
| Silverleafe Capital Partners, LLC | 39,747 | $4.10M | 1.27% | −82−0.2% | Reduced |
| Mattern Wealth Management LLC | 39,731 | $4.09M | 0.82% | −1,632−3.9% | Reduced |
| Flavin Financial Services, Inc. | 39,661 | $4.09M | 2.90% | +1,375+3.6% | Added |
| Boston Partners | 42,011 | $4.09M | 0.00% | −3,173−7.0% | Reduced |
| Fairfield Financial Advisors, LTD | 39,529 | $4.07M | 1.37% | +5,319+15.5% | Added |
| Parsons Capital Management Inc | 39,489 | $4.07M | 0.23% | −2,066−5.0% | Reduced |
| Chemung Canal Trust Co | 39,404 | $4.06M | 0.81% | −2,809−6.7% | Reduced |
| Legacy Financial Strategies, LLC | 39,373 | $4.06M | 0.73% | +829+2.2% | Added |
| Kinloch Capital, LLC | 39,315 | $4.05M | 1.77% | −223−0.6% | Reduced |
| Garner Asset Management Corp | 39,303 | $4.05M | 1.63% | +2,645+7.2% | Added |
| Pensionfund Sabic | 39,300 | $4.05M | 1.10% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 39,174 | $4.04M | 1.74% | +279+0.7% | Added |
| Arcadia Investment Management Corp | 39,155 | $4.04M | 0.62% | −4,150−9.6% | Reduced |
| Wynn Capital, LLC | 39,090 | $4.03M | 1.96% | −25−0.1% | Reduced |
| GM Advisory Group, Inc. | 39,018 | $4.02M | 0.17% | +7,593+24.2% | Added |
| Joel Isaacson & Co., LLC | 38,920 | $4.01M | 0.14% | +6,502+20.1% | Added |
| St. Johns Investment Management Company, LLC | 38,868 | $4.01M | 1.70% | +406+1.1% | Added |
| SeaBridge Investment Advisors LLC | 38,759 | $3.99M | 0.65% | −9,287−19.3% | Reduced |
| MGB Wealth Management, LLC | 38,744 | $3.99M | 1.13% | +728+1.9% | Added |
| Diversify Advisory Services, LLC | 39,215 | $3.98M | 0.13% | +3,317+9.2% | Added |
| Evoke Wealth, LLC | 38,607 | $3.98M | 0.08% | +9,486+32.6% | Added |
| Night Squared LP | 38,595 | $3.98M | 1.44% | +38,595 | New |