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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 24,604 | $2.54M | 0.41% | 00.0% | Unchanged |
| BankPlus Trust Department | 24,567 | $2.53M | 0.68% | −312−1.3% | Reduced |
| Aldebaran Financial Inc. | 24,556 | $2.53M | 2.53% | +998+4.2% | Added |
| Tradition Wealth Management, LLC | 24,529 | $2.53M | 0.19% | +90+0.4% | Added |
| Navalign, LLC | 24,525 | $2.53M | 0.67% | +155+0.6% | Added |
| Quent Capital, LLC | 24,512 | $2.53M | 0.21% | +395+1.6% | Added |
| Arlington Trust Co LLC | 24,503 | $2.53M | 0.45% | +247+1.0% | Added |
| Syverson Strege & Co | 24,503 | $2.53M | 0.61% | −6,051−19.8% | Reduced |
| Indiana Trust & Investment Management CO | 24,501 | $2.53M | 0.77% | +1,005+4.3% | Added |
| Kiley Juergens Wealth Management, LLC | 24,481 | $2.52M | 0.56% | −377−1.5% | Reduced |
| FOCUS Wealth Advisors, LLC | 24,476 | $2.52M | 1.21% | +1,844+8.1% | Added |
| BEAM Asset Management, LLC | 24,452 | $2.52M | 0.69% | −1,556−6.0% | Reduced |
| Quotient Wealth Partners, LLC | 24,435 | $2.52M | 0.07% | +817+3.5% | Added |
| Concord Asset Management, LLC | 24,415 | $2.52M | 0.46% | −3,449−12.4% | Reduced |
| Old Second National Bank of Aurora | 24,400 | $2.51M | 0.52% | −816−3.2% | Reduced |
| Capital Insight Partners, LLC | 24,390 | $2.51M | 0.42% | +163+0.7% | Added |
| Adirondack Trust Co | 24,361 | $2.51M | 0.84% | −106−0.4% | Reduced |
| LRI Investments, LLC | 24,360 | $2.51M | 0.21% | −2,075−7.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 24,334 | $2.51M | 0.37% | +495+2.1% | Added |
| Ifrah Financial Services, Inc. | 24,290 | $2.50M | 0.65% | +76+0.3% | Added |
| Blue Chip Partners, Inc. | 24,272 | $2.50M | 0.19% | +198+0.8% | Added |
| Certified Advisory Corp | 24,259 | $2.50M | 0.24% | +266+1.1% | Added |
| Ballast, Inc. | 24,207 | $2.49M | 0.61% | −566−2.3% | Reduced |
| Holistic Planning, LLC | 24,175 | $2.49M | 0.65% | −2,785−10.3% | Reduced |
| Altshuler Shaham Ltd | 24,151 | $2.49M | 0.04% | −28,662−54.3% | Reduced |
| Sound Income Strategies, LLC | 24,388 | $2.48M | 0.14% | −4,620−15.9% | Reduced |
| Advocate Group LLC | 24,073 | $2.48M | 0.41% | −1,525−6.0% | Reduced |
| WBH Advisory Inc | 24,007 | $2.47M | 0.19% | −353−1.4% | Reduced |
| Catalyst Capital Advisors LLC | 24,000 | $2.47M | 0.05% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 23,991 | $2.47M | 2.75% | 00.0% | Unchanged |
| Platform Technology Partners | 23,933 | $2.47M | 0.59% | −498−2.0% | Reduced |
| First Community Trust NA | 23,886 | $2.46M | 1.90% | +52+0.2% | Added |
| Geneva Capital Management LLC | 23,876 | $2.46M | 0.04% | −900−3.6% | Reduced |
| Net Worth Advisory Group | 23,851 | $2.46M | 0.71% | −2,043−7.9% | Reduced |
| GoalVest Advisory LLC | 23,842 | $2.46M | 0.52% | +1,198+5.3% | Added |
| Wolff Wiese Magana LLC | 23,837 | $2.46M | 1.39% | +47+0.2% | Added |
| Burford Brothers, Inc. | 23,830 | $2.46M | 1.05% | −153−0.6% | Reduced |
| M Holdings Securities, Inc. | 23,824 | $2.46M | 0.52% | +23,824 | New |
| Bernard Wealth Management Corp. | 23,819 | $2.45M | 1.03% | −228−0.9% | Reduced |
| SeaCrest Wealth Management, LLC | 23,826 | $2.45M | 0.26% | −23,898−50.1% | Reduced |
| Lokken Investment Group LLC | 23,681 | $2.44M | 0.84% | −767−3.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 23,619 | $2.43M | 0.04% | +3,071+14.9% | Added |
| Luminist Capital LLC | 23,611 | $2.43M | 2.10% | +2,410+11.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 23,543 | $2.43M | 0.76% | −240−1.0% | Reduced |
| Paradigm Asset Management Co LLC | 23,536 | $2.43M | 0.56% | 00.0% | Unchanged |
| Quilter Plc | 23,533 | $2.43M | 0.04% | −550−2.3% | Reduced |
| Enterprise Financial Services Corp | 23,517 | $2.42M | 1.25% | −17−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 23,500 | $2.42M | 0.60% | −142−0.6% | Reduced |
| Southeast Asset Advisors Inc. | 23,461 | $2.42M | 0.26% | +100.0% | Added |
| Icon Wealth Advisors, LLC | 23,456 | $2.42M | 0.16% | −1,404−5.6% | Reduced |
| CWS Financial Advisors, LLC | 23,397 | $2.41M | 0.67% | +12+0.1% | Added |
| Vivaldi Capital Management, LLC | 23,395 | $2.41M | 0.34% | +207+0.9% | Added |
| KC Investment Advisors, LLC | 22,706 | $2.41M | 0.66% | +73+0.3% | Added |
| Park Place Capital Corp | 23,287 | $2.40M | 0.51% | −713−3.0% | Reduced |
| Brown Financial Advisors | 23,230 | $2.39M | 0.88% | +250+1.1% | Added |
| Austin Private Wealth, LLC | 23,196 | $2.39M | 0.18% | −2,652−10.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 23,179 | $2.39M | 0.63% | −82−0.4% | Reduced |
| Fiduciary Family Office, LLC | 23,118 | $2.38M | 0.68% | −2,391−9.4% | Reduced |
| Verity & Verity, LLC | 23,114 | $2.38M | 0.19% | −3,377−12.7% | Reduced |
| Orser Capital Management, LLC | 23,043 | $2.37M | 1.31% | −1,780−7.2% | Reduced |
| Plan Group Financial, LLC | 23,035 | $2.37M | 0.64% | +2,191+10.5% | Added |
| Elgethun Capital Management | 23,438 | $2.37M | 0.43% | +101+0.4% | Added |
| Winthrop Advisory Group LLC | 22,947 | $2.36M | 0.21% | +245+1.1% | Added |
| Foster Group, Inc. | 22,889 | $2.36M | 0.07% | +859+3.9% | Added |
| Postrock Partners LLC | 22,883 | $2.36M | 1.04% | 00.0% | Unchanged |
| Trust Co of the South | 22,877 | $2.36M | 0.39% | +750+3.4% | Added |
| KFG Wealth Management, LLC | 22,852 | $2.36M | 0.34% | −840−3.5% | Reduced |
| Everpar Advisors LLC | 22,848 | $2.35M | 0.93% | +668+3.0% | Added |
| Stonegate Management LLC | 22,808 | $2.35M | 1.56% | +22,808 | New |
| WMG Financial Advisors, LLC | 22,795 | $2.35M | 0.78% | +222+1.0% | Added |
| Sky Investment Group LLC | 22,732 | $2.34M | 0.39% | +120+0.5% | Added |
| Zions Bancorporation, National Association | 22,722 | $2.34M | 0.12% | +3,520+18.3% | Added |
| Adamsbrown Wealth Consultants LLC | 22,706 | $2.34M | 0.64% | +180+0.8% | Added |
| Inlet Private Wealth, LLC | 22,692 | $2.34M | 0.53% | +792+3.6% | Added |
| Narwhal Capital Management | 22,689 | $2.34M | 0.17% | −9,517−29.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 22,686 | $2.34M | 1.18% | −501−2.2% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 22,673 | $2.34M | 2.42% | −1,340−5.6% | Reduced |
| Proactive Wealth Strategies LLC | 22,662 | $2.34M | 1.01% | +1,772+8.5% | Added |
| American State Bank (Iowa) | 22,645 | $2.33M | 1.19% | −182−0.8% | Reduced |
| CMG Global Holdings, LLC | 21,398 | $2.33M | 1.14% | +324+1.5% | Added |
| Beech Hill Advisors, Inc. | 22,606 | $2.33M | 1.09% | −4,910−17.8% | Reduced |
| Royal Capital Wealth Management, LLC | 22,600 | $2.33M | 1.43% | −100.0% | Reduced |
| Providence First Trust Co | 22,568 | $2.33M | 0.81% | +1,770+8.5% | Added |
| Uncommon Cents Investing LLC | 22,509 | $2.32M | 0.58% | −25−0.1% | Reduced |
| Charles Schwab Trust Co | 22,388 | $2.31M | 0.16% | +1,613+7.8% | Added |
| Ethos Financial Group, LLC | 22,383 | $2.31M | 0.18% | −689−3.0% | Reduced |
| Prudent Man Advisors, LLC | 22,343 | $2.30M | 0.85% | −697−3.0% | Reduced |
| GFG Capital, LLC | 22,338 | $2.30M | 0.80% | −65−0.3% | Reduced |
| Liberty Capital Management, Inc. | 22,338 | $2.30M | 0.43% | +1,110+5.2% | Added |
| Bridgewater Advisors Inc. | 22,639 | $2.30M | 0.16% | +143+0.6% | Added |
| Global Financial Private Client, LLC | 22,327 | $2.30M | 0.82% | −302−1.3% | Reduced |
| Old Port Advisors | 22,319 | $2.30M | 0.58% | −436−1.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 22,317 | $2.30M | 0.32% | +254+1.2% | Added |
| TriaGen Wealth Management LLC | 22,291 | $2.30M | 0.60% | −1,142−4.9% | Reduced |
| Cove Private Wealth, LLC | 22,240 | $2.29M | 0.73% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 22,226 | $2.29M | 0.53% | +12+0.1% | Added |
| Saxon Interests, Inc. | 23,618 | $2.29M | 0.90% | +33+0.1% | Added |
| Trueblood Wealth Management, LLC | 22,224 | $2.29M | 0.89% | +705+3.3% | Added |
| Capital Management Associates | 22,200 | $2.29M | 3.41% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 22,181 | $2.29M | 0.18% | +558+2.6% | Added |