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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 32,853 | $3.39M | 0.35% | −533−1.6% | Reduced |
| Greatmark Investment Partners, Inc. | 32,756 | $3.38M | 0.40% | −125−0.4% | Reduced |
| Integras Partners LLC | 32,745 | $3.37M | 2.73% | +1,003+3.2% | Added |
| Game Creek Capital, LP | 32,725 | $3.37M | 1.45% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 32,724 | $3.37M | 0.39% | +15,400+88.9% | Added |
| Manchester Capital Management LLC | 32,700 | $3.37M | 0.46% | −58−0.2% | Reduced |
| Freedom Day Solutions, LLC | 32,686 | $3.37M | 0.91% | −906−2.7% | Reduced |
| TruWealth Advisors, LLC | 32,647 | $3.36M | 0.17% | +188+0.6% | Added |
| Hudson Value Partners, LLC | 32,644 | $3.36M | 1.06% | −1,000−3.0% | Reduced |
| West Family Investments, Inc. | 32,528 | $3.35M | 0.75% | −371−1.1% | Reduced |
| Owen LaRue, LLC | 32,511 | $3.35M | 1.32% | −16,054−33.1% | Reduced |
| Advantage Trust Co | 32,468 | $3.35M | 1.51% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 32,444 | $3.34M | 0.19% | +10,134+45.4% | Added |
| Hemenway Trust Co LLC | 32,417 | $3.34M | 0.26% | −595−1.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 32,400 | $3.34M | 0.88% | −3,100−8.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 32,332 | $3.33M | 0.77% | +133+0.4% | Added |
| Powers Advisory Group, LLC | 32,292 | $3.33M | 1.33% | −336−1.0% | Reduced |
| Spirit of America Management Corp | 32,252 | $3.32M | 0.67% | −12,200−27.4% | Reduced |
| Western Financial Corp | 32,217 | $3.32M | 1.44% | +9,148+39.7% | Added |
| Private Wealth Asset Management, LLC | 32,204 | $3.32M | 0.39% | −5,571−14.7% | Reduced |
| Dudley Capital Management, LLC | 32,132 | $3.31M | 1.49% | −497−1.5% | Reduced |
| Cambria Investment Management, L.P. | 32,029 | $3.30M | 0.20% | +29,066+981.0% | Added |
| AdvisorNet Financial, Inc | 31,993 | $3.30M | 0.19% | +4,160+14.9% | Added |
| Condor Capital Management | 31,957 | $3.29M | 0.27% | −243−0.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 31,950 | $3.29M | 2.13% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 31,920 | $3.29M | 1.58% | +1,483+4.9% | Added |
| Vestor Capital, LLC | 31,903 | $3.29M | 0.21% | +31,403+6,280.6% | Added |
| OMC Financial Services LTD | 31,875 | $3.29M | 1.22% | +34+0.1% | Added |
| Midland Wealth Advisors LLC | 31,863 | $3.28M | 0.18% | −2,673−7.7% | Reduced |
| NVWM, LLC | 31,852 | $3.28M | 0.74% | +203+0.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 31,848 | $3.28M | 0.19% | +885+2.9% | Added |
| PFC Capital Group, Inc. | 31,784 | $3.27M | 1.38% | −420−1.3% | Reduced |
| Argent Capital Management LLC | 31,743 | $3.27M | 0.09% | 00.0% | Unchanged |
| Zhang Financial LLC | 31,740 | $3.27M | 0.13% | +3,937+14.2% | Added |
| Bank & Trust Co | 31,726 | $3.27M | 2.42% | −60−0.2% | Reduced |
| Sterling Investment Management, Inc. | 31,681 | $3.27M | 1.96% | +837+2.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 31,679 | $3.26M | 0.34% | −77−0.2% | Reduced |
| Baker Avenue Asset Management, LP | 31,619 | $3.26M | 0.08% | +5,944+23.2% | Added |
| Disciplined Investments, LLC | 31,579 | $3.25M | 1.30% | +302+1.0% | Added |
| Capstone Financial Advisors, Inc. | 31,578 | $3.25M | 0.18% | −583−1.8% | Reduced |
| Comgest Global Investors S.A.S. | 31,531 | $3.25M | 0.06% | 00.0% | Unchanged |
| Armis Advisers, LLC | 31,875 | $3.25M | 0.30% | +8,759+37.9% | Added |
| Watts Gwilliam & Co., LLC | 31,496 | $3.25M | 0.52% | +2,297+7.9% | Added |
| SBI Securities Co., Ltd. | 31,463 | $3.24M | 0.08% | −3,239−9.3% | Reduced |
| Camden Capital, LLC | 31,396 | $3.24M | 0.22% | +2,769+9.7% | Added |
| CSM Advisors, LLC | 31,379 | $3.23M | 0.09% | −164,251−84.0% | Reduced |
| Register Financial Advisors LLC | 31,166 | $3.21M | 1.26% | +776+2.6% | Added |
| PDS Planning, Inc | 31,152 | $3.21M | 0.22% | +388+1.3% | Added |
| Meeder Asset Management Inc | 31,120 | $3.21M | 0.18% | −275,083−89.8% | Reduced |
| Strong Tower Advisory Services | 31,049 | $3.20M | 0.61% | +274+0.9% | Added |
| Grandview Asset Management LLC | 31,020 | $3.20M | 0.90% | +2,815+10.0% | Added |
| Schwab Charitable Fund | 31,000 | $3.19M | 0.06% | 00.0% | Unchanged |
| LCM Capital Management Inc | 30,948 | $3.19M | 1.53% | −140.0% | Reduced |
| VCI Wealth Management LLC | 30,892 | $3.18M | 0.97% | +3,766+13.9% | Added |
| Wellington Shields Capital Management, LLC | 30,887 | $3.18M | 0.48% | +850+2.8% | Added |
| Sterling Investment Counsel, LLC | 30,801 | $3.17M | 1.02% | +21,969+248.7% | Added |
| Exchange Bank | 30,767 | $3.17M | 2.20% | −304−1.0% | Reduced |
| Clarius Group, LLC | 30,589 | $3.15M | 0.19% | −13,498−30.6% | Reduced |
| Miller Investment Management, LP | 30,585 | $3.15M | 0.32% | −17,865−36.9% | Reduced |
| Evernest Financial Advisors, LLC | 30,502 | $3.14M | 0.88% | +11,908+64.0% | Added |
| MTM Investment Management, LLC | 30,501 | $3.14M | 1.00% | +80.0% | Added |
| MidWestOne Financial Group, Inc. | 30,357 | $3.13M | 0.38% | +382+1.3% | Added |
| Triton Wealth Management, PLLC | 30,961 | $3.13M | 1.19% | +296+1.0% | Added |
| Formidable Asset Management, LLC | 31,936 | $3.12M | 0.49% | +262+0.8% | Added |
| Vaughan David Investments LLC | 30,266 | $3.12M | 0.07% | +246+0.8% | Added |
| Detalus Advisors, LLC | 30,136 | $3.11M | 0.80% | −90−0.3% | Reduced |
| World Equity Group, Inc. | 30,098 | $3.10M | 0.70% | −1,082−3.5% | Reduced |
| Carnegie Lake Advisors LLC | 30,081 | $3.10M | 1.19% | 00.0% | Unchanged |
| Outfitter Financial LLC | 30,070 | $3.10M | 2.51% | −1,225−3.9% | Reduced |
| Accretive Wealth Partners, LLC | 30,025 | $3.09M | 0.94% | +294+1.0% | Added |
| 49 Wealth Management, LLC | 29,978 | $3.09M | 0.29% | +9,586+47.0% | Added |
| Sunpointe, LLC | 29,925 | $3.08M | 1.11% | +1,418+5.0% | Added |
| Whalerock Point Partners, LLC | 29,883 | $3.08M | 0.63% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 29,851 | $3.08M | 0.33% | +9,834+49.1% | Added |
| Capital International Inc | 29,850 | $3.08M | 0.02% | +29,850 | New |
| GTS Securities LLC | 29,817 | $3.07M | 0.12% | +18,355+160.1% | Added |
| Pallas Capital Advisors LLC | 29,728 | $3.06M | 0.11% | +14,837+99.6% | Added |
| G&S Capital LLC | 29,722 | $3.06M | 1.13% | −284−0.9% | Reduced |
| Portfolio Design Labs, LLC | 29,713 | $3.06M | 0.53% | +26,639+866.6% | Added |
| Massachusetts Wealth Management | 29,704 | $3.06M | 1.52% | +1,200+4.2% | Added |
| Edmond de Rothschild Holding S.A. | 29,679 | $3.06M | 0.05% | +5,226+21.4% | Added |
| First Dallas Securities Inc. | 29,604 | $3.05M | 1.14% | +503+1.7% | Added |
| Pettee Investors, Inc. | 29,547 | $3.05M | 1.68% | −3,338−10.2% | Reduced |
| Oak Harvest Investment Services | 29,459 | $3.04M | 0.35% | −184−0.6% | Reduced |
| RF&L Wealth Management, LLC | 29,454 | $3.04M | 1.78% | +54+0.2% | Added |
| Bailard, Inc. | 29,445 | $3.03M | 0.07% | +99+0.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 29,326 | $3.02M | 0.31% | −277−0.9% | Reduced |
| Birinyi Associates Inc | 29,300 | $3.02M | 0.77% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 29,301 | $3.02M | 0.39% | +1,483+5.3% | Added |
| Magnolia Capital Advisors LLC | 29,224 | $3.01M | 0.79% | −1,531−5.0% | Reduced |
| Alberta Investment Management Corp | 29,200 | $3.01M | 0.02% | −5,390−15.6% | Reduced |
| CVA Family Office, LLC | 29,199 | $3.01M | 0.39% | +15+0.1% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 29,137 | $3.00M | 0.23% | −17−0.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 28,172 | $3.00M | 1.99% | −1,210−4.1% | Reduced |
| Mystic Asset Management, Inc. | 29,050 | $2.99M | 0.68% | −20.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 29,042 | $2.99M | 1.51% | +29,042 | New |
| Brookwood Investment Group LLC | 28,950 | $2.98M | 0.39% | −7,927−21.5% | Reduced |
| Founders Financial Alliance, LLC | 28,944 | $2.98M | 0.56% | +217+0.8% | Added |
| Zullo Investment Group, Inc. | 28,944 | $2.98M | 1.10% | 00.0% | Unchanged |
| SWS Partners | 28,932 | $2.98M | 0.73% | +962+3.4% | Added |