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 |
|---|---|---|---|---|---|
| Concentric Capital Strategies, LP | 38,438 | $3.96M | 0.19% | +31,704+470.8% | Added |
| Hudson Valley Investment Advisors Inc | 38,404 | $3.96M | 0.41% | +177+0.5% | Added |
| Haven Private, LLC | 38,237 | $3.94M | 1.74% | −2,470−6.1% | Reduced |
| Advyzon Investment Management, LLC | 38,228 | $3.94M | 0.68% | −14,022−26.8% | Reduced |
| RB Capital Management, LLC | 38,222 | $3.94M | 0.82% | +1,463+4.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 38,158 | $3.93M | 0.35% | +19,020+99.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 38,419 | $3.92M | 1.43% | +163+0.4% | Added |
| RMR Wealth Builders | 38,003 | $3.92M | 0.33% | +7,178+23.3% | Added |
| Everhart Financial Group, Inc. | 38,002 | $3.92M | 0.39% | +1,726+4.8% | Added |
| Itau Unibanco Holding S.A. | 37,873 | $3.90M | 0.13% | −183,478−82.9% | Reduced |
| Phoenix Wealth Advisors | 37,476 | $3.86M | 1.48% | −540−1.4% | Reduced |
| Smithfield Trust Co | 37,461 | $3.86M | 0.17% | −934−2.4% | Reduced |
| Altman Advisors, Inc. | 37,411 | $3.86M | 1.48% | −213−0.6% | Reduced |
| United Advisor Group, LLC | 37,352 | $3.85M | 0.52% | +4,343+13.2% | Added |
| Beacon Investment Advisors LLC | 37,167 | $3.83M | 1.57% | +320+0.9% | Added |
| Gables Capital Management Inc. | 37,142 | $3.83M | 1.64% | −450−1.2% | Reduced |
| Apollon Financial, LLC | 37,043 | $3.82M | 0.63% | +2,077+5.9% | Added |
| Trust Co of Oklahoma | 37,039 | $3.82M | 1.13% | −369−1.0% | Reduced |
| Peterson Wealth Services | 20 | $3.81M | 0.94% | −37,149−99.9% | Reduced |
| Trust Co of Virginia | 36,982 | $3.81M | 0.32% | +486+1.3% | Added |
| Advisory Alpha, LLC | 37,469 | $3.81M | 0.11% | +6,142+19.6% | Added |
| Icapital Wealth LLC | 36,937 | $3.81M | 2.09% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 36,889 | $3.80M | 1.82% | −484−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 36,890 | $3.80M | 0.65% | −1,770−4.6% | Reduced |
| Guardian Asset Advisors, LLC | 36,617 | $3.78M | 2.03% | +348+1.0% | Added |
| Stillwater Wealth Management Group | 36,598 | $3.77M | 2.64% | +36,598 | New |
| Steel Peak Wealth Management LLC | 36,546 | $3.77M | 0.13% | +13,980+62.0% | Added |
| Solidarilty Wealth, LLC | 36,494 | $3.76M | 0.81% | −1,738−4.5% | Reduced |
| Diligent Investors, LLC | 36,440 | $3.76M | 0.95% | +291+0.8% | Added |
| Hager Investment Management Services, LLC | 36,425 | $3.75M | 2.03% | −974−2.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 36,409 | $3.75M | 0.49% | −50−0.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 36,383 | $3.75M | 2.17% | −2,644−6.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 36,364 | $3.75M | 0.20% | +21,364+142.4% | Added |
| Pathway Financial Advisers, LLC | 36,427 | $3.75M | 1.09% | −1,674−4.4% | Reduced |
| Kovack Advisors, Inc. | 36,344 | $3.75M | 0.35% | −1,757−4.6% | Reduced |
| Union Heritage Capital, LLC | 36,342 | $3.75M | 1.21% | 00.0% | Unchanged |
| PFG Advisors | 36,291 | $3.74M | 0.15% | −762−2.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 36,219 | $3.73M | 0.63% | +7,404+25.7% | Added |
| Martin & Co Inc | 36,115 | $3.72M | 0.66% | +132+0.4% | Added |
| Guardian Investment Management | 36,050 | $3.72M | 3.24% | +1,200+3.4% | Added |
| Argent Advisors, Inc. | 36,049 | $3.72M | 1.10% | +2,463+7.3% | Added |
| NorthCrest Asset Manangement, LLC | 35,919 | $3.71M | 0.09% | +21,171+143.6% | Added |
| Amussen Hunsaker Associates LLC | 35,909 | $3.71M | 0.39% | −3,220−8.2% | Reduced |
| Legacy Bridge, LLC | 35,963 | $3.71M | 1.54% | −50−0.1% | Reduced |
| Wellington Shields & Co., LLC | 35,953 | $3.71M | 0.97% | −574−1.6% | Reduced |
| Ameliora Wealth Management Ltd. | 35,944 | $3.70M | 1.23% | −353−1.0% | Reduced |
| Front Row Advisors LLC | 35,902 | $3.70M | 1.24% | −300−0.8% | Reduced |
| Sofos Investments, Inc. | 35,742 | $3.68M | 0.73% | +35,742 | New |
| Strengthening Families & Communities, LLC | 36,072 | $3.68M | 0.82% | +32,362+872.3% | Added |
| X-Square Capital, LLC | 35,714 | $3.68M | 1.15% | +110.0% | Added |
| First Foundation Advisors | 35,715 | $3.68M | 0.14% | +13,372+59.8% | Added |
| Roberts Glore & Co Inc | 35,628 | $3.67M | 1.00% | −1,322−3.6% | Reduced |
| Advisor OS, LLC | 35,572 | $3.67M | 0.32% | +3,572+11.2% | Added |
| Symphony Financial, Ltd. Co. | 35,369 | $3.67M | 0.45% | −85−0.2% | Reduced |
| Main Street Financial Solutions, LLC | 35,430 | $3.65M | 0.23% | +3,059+9.4% | Added |
| Te Ahumairangi Investment Management Ltd | 35,395 | $3.65M | 0.62% | −6,500−15.5% | Reduced |
| Claro Advisors LLC | 35,297 | $3.64M | 0.53% | +1,237+3.6% | Added |
| NTV Asset Management LLC | 35,181 | $3.63M | 0.40% | −34−0.1% | Reduced |
| Fairfield, Bush & Co. | 35,175 | $3.63M | 1.86% | −1,106−3.0% | Reduced |
| Castle Rock Wealth Management, LLC | 35,815 | $3.62M | 0.80% | +751+2.1% | Added |
| Florida Financial Advisors, LLC | 35,098 | $3.62M | 1.12% | +9,267+35.9% | Added |
| FLC Capital Advisors | 34,899 | $3.60M | 0.70% | −100.0% | Reduced |
| Great Lakes Advisors, LLC | 34,887 | $3.60M | 0.03% | +564+1.6% | Added |
| Nikulski Financial, Inc. | 34,733 | $3.58M | 0.90% | +225+0.7% | Added |
| Cito Capital Group, LLC | 34,700 | $3.58M | 1.04% | −9,500−21.5% | Reduced |
| Buckhead Capital Management LLC | 34,619 | $3.57M | 1.30% | −4,225−10.9% | Reduced |
| Centric Wealth Management | 35,225 | $3.56M | 0.79% | +3,974+12.7% | Added |
| Gen-Wealth Partners Inc | 34,564 | $3.56M | 1.20% | +629+1.9% | Added |
| Legato Capital Management LLC | 34,561 | $3.56M | 0.39% | −304−0.9% | Reduced |
| Banque Pictet & Cie SA | 34,311 | $3.54M | 0.04% | −120.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34,299 | $3.53M | 0.11% | +220+0.6% | Added |
| HCR Wealth Advisors | 34,735 | $3.53M | 0.37% | +80+0.2% | Added |
| Stenger Family Office, LLC | 33,761 | $3.53M | 0.74% | +5,853+21.0% | Added |
| Howard Capital Management Inc. | 34,134 | $3.52M | 0.05% | +1,031+3.1% | Added |
| Mission Creek Capital Partners, Inc. | 34,099 | $3.51M | 0.69% | −432−1.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 34,019 | $3.51M | 0.08% | −1,212−3.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 33,825 | $3.49M | 0.45% | −10,174−23.1% | Reduced |
| D.B. Root & Company, LLC | 33,760 | $3.48M | 0.88% | −288−0.8% | Reduced |
| Central Valley Advisors, LLC | 33,609 | $3.46M | 1.07% | −28−0.1% | Reduced |
| 3Chopt Investment Partners, LLC | 33,603 | $3.46M | 0.79% | +55+0.2% | Added |
| Ironwood Investment Counsel, LLC | 33,586 | $3.46M | 0.50% | −794−2.3% | Reduced |
| West Michigan Advisors, LLC | 33,578 | $3.46M | 0.83% | −10,424−23.7% | Reduced |
| Monetary Management Group Inc | 33,558 | $3.46M | 0.79% | −925−2.7% | Reduced |
| GAM Holding AG | 33,539 | $3.46M | 0.21% | +8,190+32.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33,421 | $3.44M | 0.40% | +9,516+39.8% | Added |
| Guerra Advisors Inc | 33,385 | $3.44M | 1.27% | +4,717+16.5% | Added |
| LGT Fund Management Co Ltd. | 33,703 | $3.44M | 0.28% | +839+2.6% | Added |
| Grimes & Company, Inc. | 33,336 | $3.44M | 0.08% | +13,002+63.9% | Added |
| Paragon Capital Management LLC | 33,332 | $3.44M | 1.66% | −105−0.3% | Reduced |
| Riverbridge Partners LLC | 33,325 | $3.43M | 0.06% | −879−2.6% | Reduced |
| Am Investment Strategies LLC | 33,237 | $3.42M | 0.74% | +31+0.1% | Added |
| Van Hulzen Asset Management, LLC | 33,211 | $3.42M | 0.25% | +5,619+20.4% | Added |
| JFS Wealth Advisors, LLC | 33,180 | $3.42M | 0.20% | +1,458+4.6% | Added |
| Old Mission Investment Co LLC | 33,140 | $3.42M | 0.83% | +4,048+13.9% | Added |
| Harbor Advisors LLC | 33,000 | $3.40M | 0.52% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 32,980 | $3.40M | 0.89% | −2,957−8.2% | Reduced |
| Insight Inv LLC | 32,958 | $3.40M | 1.99% | −196−0.6% | Reduced |
| Canopy Partners, LLC | 32,924 | $3.39M | 1.13% | +398+1.2% | Added |
| PUREfi Wealth, LLC | 32,897 | $3.39M | 2.61% | +7,156+27.8% | Added |
| Park Edge Advisors, LLC | 32,872 | $3.39M | 0.78% | +2,922+9.8% | Added |