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 |
|---|---|---|---|---|---|
| RKL Wealth Management LLC | 28,797 | $2.97M | 0.25% | −1,652−5.4% | Reduced |
| Avantax Planning Partners, Inc. | 28,796 | $2.97M | 0.09% | −211−0.7% | Reduced |
| Oxbow Advisors, LLC | 28,780 | $2.97M | 0.28% | +120+0.4% | Added |
| FCG Investment Co | 28,717 | $2.96M | 1.39% | −6,188−17.7% | Reduced |
| TBH Global Asset Management, LLC | 28,699 | $2.96M | 0.58% | +751+2.7% | Added |
| Legacy Financial Advisors, Inc. | 28,407 | $2.93M | 0.40% | +2,934+11.5% | Added |
| Thrive Capital Management, LLC | 28,376 | $2.92M | 0.75% | +25,756+983.1% | Added |
| Bangor Savings Bank | 28,312 | $2.92M | 0.24% | −1,253−4.2% | Reduced |
| Jeppson Wealth Management, LLC | 28,239 | $2.91M | 0.93% | −308−1.1% | Reduced |
| Shell Asset Management Co | 28,216 | $2.91M | 0.29% | +13,976+98.1% | Added |
| Drive Wealth Management, LLC | 28,207 | $2.91M | 0.62% | +234+0.8% | Added |
| Brucke Financial, Inc. | 28,724 | $2.91M | 1.70% | +22+0.1% | Added |
| Lincoln Capital Corp | 28,190 | $2.91M | 1.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 28,136 | $2.90M | 1.57% | −839−2.9% | Reduced |
| SJS Investment Consulting Inc. | 28,108 | $2.90M | 0.40% | +26,546+1,699.5% | Added |
| Silphium Asset Management Ltd | 28,079 | $2.89M | 0.86% | −53,500−65.6% | Reduced |
| Founders Financial Securities LLC | 28,051 | $2.89M | 0.20% | +309+1.1% | Added |
| Great Lakes Retirement, Inc. | 28,033 | $2.89M | 0.32% | +301+1.1% | Added |
| Wealth Alliance | 28,011 | $2.89M | 0.30% | −276−1.0% | Reduced |
| Hilltop National Bank | 27,999 | $2.89M | 0.71% | +392+1.4% | Added |
| Aviance Capital Partners, LLC | 27,959 | $2.88M | 0.34% | −814−2.8% | Reduced |
| Concord Wealth Partners | 27,938 | $2.88M | 0.40% | +74+0.3% | Added |
| Advisors Preferred, LLC | 28,200 | $2.88M | 0.42% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 27,869 | $2.87M | 0.16% | −1,240−4.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 27,803 | $2.87M | 0.34% | +2,300+9.0% | Added |
| Beese Fulmer Investment Management, Inc. | 27,669 | $2.85M | 0.20% | +2,728+10.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,213 | $2.84M | 0.95% | +425+1.6% | Added |
| Key Client Fiduciary Advisors, LLC | 27,552 | $2.84M | 0.96% | +14+0.1% | Added |
| St. Louis Financial Planners Asset Management, LLC | 27,545 | $2.84M | 1.83% | +27,545 | New |
| Drake & Associates, LLC | 27,929 | $2.83M | 0.59% | +20,045+254.2% | Added |
| Resurgent Financial Advisors LLC | 27,476 | $2.83M | 1.39% | +641+2.4% | Added |
| Trust Co of Toledo NA | 27,462 | $2.83M | 0.28% | +145+0.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,442 | $2.83M | 0.45% | +125+0.5% | Added |
| Etesian Wealth Advisors, Inc. | 27,440 | $2.83M | 0.93% | −1,145−4.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 27,349 | $2.82M | 0.50% | −1,640−5.7% | Reduced |
| Optimum Investment Advisors | 27,246 | $2.81M | 1.11% | 00.0% | Unchanged |
| RDA Financial Network | 27,217 | $2.81M | 0.69% | +2,536+10.3% | Added |
| Duncan Williams Asset Management, LLC | 27,165 | $2.80M | 0.79% | +122+0.5% | Added |
| XML Financial, LLC | 27,156 | $2.80M | 0.23% | −302−1.1% | Reduced |
| Calton & Associates, Inc. | 27,136 | $2.80M | 0.42% | +1,337+5.2% | Added |
| Fragasso Group Inc. | 27,345 | $2.79M | 0.17% | +603+2.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 27,079 | $2.79M | 0.19% | −399−1.5% | Reduced |
| Highview Capital Management LLC | 27,061 | $2.79M | 1.03% | −513−1.9% | Reduced |
| Windsor Capital Management, LLC | 27,027 | $2.79M | 0.77% | −4,136−13.3% | Reduced |
| Valley Brook Capital Group | 26,955 | $2.78M | 1.87% | −125−0.5% | Reduced |
| Prestige Wealth Management Group LLC | 26,928 | $2.78M | 0.54% | −31−0.1% | Reduced |
| Quad-Cities Investment Group, LLC | 26,882 | $2.77M | 1.18% | −946−3.4% | Reduced |
| WT Wealth Management | 26,777 | $2.76M | 0.79% | −5,911−18.1% | Reduced |
| Atala Financial Inc | 26,740 | $2.76M | 1.74% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 26,714 | $2.75M | 0.33% | +727+2.8% | Added |
| Cassaday & Co Wealth Management LLC | 26,712 | $2.75M | 0.06% | −219−0.8% | Reduced |
| Global Trust Asset Management, LLC | 26,687 | $2.75M | 1.24% | +1,455+5.8% | Added |
| Focused Wealth Management, Inc | 26,671 | $2.75M | 0.30% | +1,350+5.3% | Added |
| Sunbeam Capital Management, LLC | 26,635 | $2.74M | 1.71% | −90.0% | Reduced |
| Patten Group, Inc. | 26,632 | $2.74M | 0.53% | +3,719+16.2% | Added |
| Precision Wealth Strategies, LLC | 26,553 | $2.74M | 0.89% | +3,258+14.0% | Added |
| Lewis Asset Management, LLC | 26,523 | $2.73M | 1.12% | +860+3.4% | Added |
| Marshall Investment Management, LLC | 26,491 | $2.73M | 1.45% | +26,491 | New |
| Keebeck Wealth Management, LLC | 26,467 | $2.73M | 0.32% | +740+2.9% | Added |
| Patron Partners Advisors, LLC | 26,433 | $2.72M | 1.23% | +7,825+42.1% | Added |
| DGS Capital Management, LLC | 26,403 | $2.72M | 0.50% | +1,285+5.1% | Added |
| Kentucky Trust Co | 26,392 | $2.72M | 1.47% | −199−0.7% | Reduced |
| Ignite Planners, LLC | 26,343 | $2.71M | 0.44% | +317+1.2% | Added |
| Home Federal Bank of Tennessee | 26,310 | $2.71M | 0.73% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 26,199 | $2.70M | 1.02% | −138−0.5% | Reduced |
| Douglas Lane & Associates, LLC | 26,163 | $2.70M | 0.04% | +3,749+16.7% | Added |
| DeDora Capital, Inc. | 26,116 | $2.69M | 0.65% | +661+2.6% | Added |
| Barr E S & Co | 26,104 | $2.69M | 0.15% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 26,081 | $2.69M | 0.34% | +216+0.8% | Added |
| RoundAngle Advisors LLC | 26,029 | $2.68M | 2.08% | +34+0.1% | Added |
| Tempus Wealth Planning, LLC | 25,959 | $2.68M | 0.61% | +914+3.6% | Added |
| Samjo Management, LLC | 25,890 | $2.67M | 1.02% | 00.0% | Unchanged |
| TKG Advisors, LLC | 25,890 | $2.67M | 1.14% | +740+2.9% | Added |
| First PREMIER Bank | 25,844 | $2.66M | 0.60% | −946−3.5% | Reduced |
| Strait & Sound Wealth Management LLC | 25,720 | $2.65M | 1.02% | −75−0.3% | Reduced |
| ABN AMRO Bank N.V. | 25,675 | $2.64M | 0.03% | +18,175+242.3% | Added |
| RMB Capital Management, LLC | 25,576 | $2.64M | 0.05% | +1,081+4.4% | Added |
| Sym Financial Corp | 25,534 | $2.63M | 0.28% | −579−2.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 25,500 | $2.63M | 1.41% | +900+3.7% | Added |
| 44 Wealth Management LLC | 25,472 | $2.63M | 0.89% | +62+0.2% | Added |
| ZWJ Investment Counsel Inc | 25,428 | $2.62M | 0.09% | +145+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 25,423 | $2.62M | 0.28% | +580+2.3% | Added |
| Exencial Wealth Advisors, LLC | 25,263 | $2.60M | 0.08% | +1,233+5.1% | Added |
| Skopos Labs, Inc. | 56,290 | $2.60M | 0.35% | −1,403−2.4% | Reduced |
| RFP Financial Group LLC | 25,371 | $2.60M | 1.06% | 00.0% | Unchanged |
| Park National Corp | 25,180 | $2.60M | 0.08% | −1,429−5.4% | Reduced |
| Eisler Capital Management Ltd. | 25,178 | $2.59M | 0.06% | −146,247−85.3% | Reduced |
| Doliver Advisors, LP | 25,174 | $2.59M | 0.67% | +13+0.1% | Added |
| Syntegra Private Wealth Group, LLC | 25,069 | $2.58M | 0.24% | +616+2.5% | Added |
| Commonwealth Financial Services, LLC | 25,022 | $2.58M | 0.44% | +601+2.5% | Added |
| Magnus Financial Group LLC | 25,006 | $2.58M | 0.20% | +5,230+26.4% | Added |
| Summit Financial Wealth Advisors, LLC | 25,271 | $2.58M | 0.40% | +1,210+5.0% | Added |
| Sirios Capital Management L P | 24,997 | $2.58M | 0.34% | +18,600+290.8% | Added |
| Iowa State Bank | 24,920 | $2.57M | 0.49% | −2,016−7.5% | Reduced |
| Chesapeake Wealth Management | 24,872 | $2.56M | 0.78% | −465−1.8% | Reduced |
| Nicolet Bankshares Inc | 24,849 | $2.56M | 0.41% | +416+1.7% | Added |
| Pitcairn Co | 24,802 | $2.56M | 0.20% | −5,508−18.2% | Reduced |
| Aspire Growth Partners LLC | 24,788 | $2.55M | 1.87% | +644+2.7% | Added |
| Blackstone Group Inc. | 24,766 | $2.55M | 0.01% | +24,766 | New |
| High Net Worth Advisory Group LLC | 24,713 | $2.55M | 0.61% | −441−1.8% | Reduced |