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 |
|---|---|---|---|---|---|
| Trustco Bank Corp N Y | 22,177 | $2.29M | 2.06% | −110−0.5% | Reduced |
| Chicago Capital, LLC | 22,121 | $2.28M | 0.06% | −9,001−28.9% | Reduced |
| Intellectus Partners, LLC | 22,003 | $2.27M | 0.44% | −523−2.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $2.27M | 1.09% | +19,000+633.3% | Added |
| Ridgepath Capital Management LLC | 21,969 | $2.26M | 0.97% | +44+0.2% | Added |
| Northwest Wealth Management, LLC | 21,946 | $2.26M | 0.37% | +888+4.2% | Added |
| Shum Financial Group, Inc. | 21,940 | $2.26M | 1.69% | +21,940 | New |
| CNB Bank | 21,928 | $2.26M | 0.94% | +961+4.6% | Added |
| Lincoln Capital LLC | 22,139 | $2.26M | 0.42% | +181+0.8% | Added |
| LVW Advisors, LLC | 21,896 | $2.26M | 0.23% | −825−3.6% | Reduced |
| Consilium Wealth Advisory, LLC | 21,863 | $2.25M | 0.87% | −354−1.6% | Reduced |
| Nwam LLC | 21,088 | $2.25M | 0.12% | −823−3.8% | Reduced |
| Painted Porch Advisors LLC | 21,850 | $2.25M | 0.86% | −60.0% | Reduced |
| Motley Fool Wealth Management, LLC | 21,835 | $2.25M | 0.15% | −3,111−12.5% | Reduced |
| Live Oak Private Wealth LLC | 21,835 | $2.25M | 0.31% | −311−1.4% | Reduced |
| Alta Advisers Ltd | 21,813 | $2.25M | 0.69% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 21,810 | $2.25M | 0.28% | +38+0.2% | Added |
| Blueprint Investment Partners LLC | 21,798 | $2.25M | 0.32% | −18−0.1% | Reduced |
| First Commonwealth Financial Corp | 21,794 | $2.25M | 0.38% | +439+2.1% | Added |
| Davis Capital Management | 21,786 | $2.25M | 1.56% | +21,786 | New |
| Colonial River Wealth Management, LLC | 21,699 | $2.24M | 0.82% | +1,254+6.1% | Added |
| Mountain Pacific Investment Advisers Inc | 21,690 | $2.24M | 0.35% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 21,882 | $2.23M | 0.41% | +881+4.2% | Added |
| MJP Associates Inc | 21,666 | $2.23M | 0.29% | +1,129+5.5% | Added |
| Eukles Asset Management | 21,662 | $2.23M | 0.87% | +21,482+11,934.4% | Added |
| Chicago Trust Co NA | 21,653 | $2.23M | 0.31% | −1,988−8.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 21,631 | $2.23M | 0.14% | +1,617+8.1% | Added |
| Costello Asset Management, INC | 21,604 | $2.23M | 0.75% | −96−0.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 21,597 | $2.23M | 0.13% | +3,067+16.6% | Added |
| Orrstown Financial Services Inc | 21,596 | $2.23M | 0.38% | +693+3.3% | Added |
| Kesler, Norman & Wride, LLC | 24,568 | $2.22M | 0.44% | −44,488−64.4% | Reduced |
| IFC Advisors LLC | 21,510 | $2.22M | 0.41% | −59−0.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 21,506 | $2.22M | 0.03% | −853−3.8% | Reduced |
| First National Bank & Trust Co of Newtown | 21,447 | $2.21M | 0.42% | −545−2.5% | Reduced |
| Leonteq Securities AG | 21,424 | $2.21M | 0.12% | −1,964−8.4% | Reduced |
| TLWM | 21,415 | $2.21M | 0.40% | +897+4.4% | Added |
| First Western Trust Bank | 21,395 | $2.20M | 0.10% | −465−2.1% | Reduced |
| HMS Capital Management, LLC | 21,379 | $2.20M | 0.93% | −181−0.8% | Reduced |
| SFG Wealth Management, LLC. | 21,343 | $2.20M | 0.95% | −2,191−9.3% | Reduced |
| Missouri Trust & Investment Co | 21,320 | $2.20M | 0.65% | −147−0.7% | Reduced |
| Bank Ozk | 21,259 | $2.19M | 0.78% | −90−0.4% | Reduced |
| Vigilare Wealth Management | 21,211 | $2.19M | 0.76% | −2,081−8.9% | Reduced |
| Redmond Asset Management, LLC | 21,208 | $2.19M | 0.54% | −1,475−6.5% | Reduced |
| Security Financial Services, INC. | 21,174 | $2.18M | 0.35% | +440+2.1% | Added |
| BIP Wealth, LLC | 21,169 | $2.18M | 0.11% | +3,406+19.2% | Added |
| Mirabella Financial Services LLP | 21,186 | $2.18M | 0.19% | +12,752+151.2% | Added |
| Hilltop Partners LLC | 21,144 | $2.18M | 0.65% | +3,741+21.5% | Added |
| Compass Capital Corp | 21,233 | $2.18M | 0.95% | +788+3.9% | Added |
| Meritage Portfolio Management | 21,080 | $2.17M | 0.14% | −1,950−8.5% | Reduced |
| Invst, LLC | 21,061 | $2.17M | 0.25% | +216+1.0% | Added |
| OneAscent Financial Services LLC | 21,010 | $2.17M | 0.14% | −4,219−16.7% | Reduced |
| Grace & White Inc | 21,000 | $2.16M | 0.38% | 00.0% | Unchanged |
| Roxbury Financial LLC | 20,986 | $2.16M | 2.00% | −78−0.4% | Reduced |
| Montecito Bank & Trust | 20,949 | $2.16M | 0.34% | +20,949 | New |
| Sovran Advisors, LLC | 21,115 | $2.16M | 0.19% | +2,215+11.7% | Added |
| Empirical Asset Management, LLC | 23,778 | $2.15M | 0.60% | +3,306+16.1% | Added |
| Hollencrest Capital Management | 20,820 | $2.15M | 0.08% | +79+0.4% | Added |
| Accent Capital Management, LLC | 20,816 | $2.15M | 0.91% | +327+1.6% | Added |
| RMR Capital Management, LLC | 20,798 | $2.14M | 1.50% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 20,754 | $2.14M | 1.25% | +703+3.5% | Added |
| TrueWealth Advisors, LLC | 20,622 | $2.13M | 0.57% | +7,104+52.6% | Added |
| L2 Asset Management, LLC | 20,616 | $2.12M | 0.31% | +1,332+6.9% | Added |
| Grove Bank & Trust | 20,615 | $2.12M | 0.25% | +40+0.2% | Added |
| Next Capital Management LLC | 20,600 | $2.12M | 0.71% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 20,594 | $2.12M | 0.45% | +40.0% | Added |
| Abacus Planning Group, Inc. | 20,540 | $2.12M | 0.29% | +88+0.4% | Added |
| Archer Investment Corp | 20,506 | $2.11M | 0.48% | −7,432−26.6% | Reduced |
| Smith Thornton Advisors LLC | 20,501 | $2.11M | 1.11% | +831+4.2% | Added |
| Allied Investment Advisors, LLC | 20,476 | $2.11M | 0.34% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 20,435 | $2.11M | 0.14% | +41+0.2% | Added |
| Klingman & Associates, LLC | 20,433 | $2.11M | 0.11% | +10,174+99.2% | Added |
| MCF Advisors LLC | 20,432 | $2.11M | 0.13% | +1,521+8.0% | Added |
| Gallagher Capital Advisors, LLC | 20,916 | $2.11M | 1.22% | −142−0.7% | Reduced |
| Affiance Financial, LLC | 20,357 | $2.10M | 0.38% | +17,720+672.0% | Added |
| Central Pacific Bank - Trust Division | 20,307 | $2.09M | 0.25% | −79−0.4% | Reduced |
| Coppell Advisory Solutions LLC | 20,289 | $2.09M | 0.23% | +968+5.0% | Added |
| Lifeworks Advisors, LLC | 20,250 | $2.09M | 0.28% | +1,700+9.2% | Added |
| LongView Wealth Management | 20,187 | $2.08M | 0.56% | −50−0.2% | Reduced |
| Jupiter Asset Management Ltd | 20,173 | $2.08M | 0.02% | −18,513−47.9% | Reduced |
| Redwood Investment Management, LLC | 20,135 | $2.08M | 0.22% | +11,301+127.9% | Added |
| TCI Wealth Advisors, Inc. | 20,132 | $2.07M | 0.12% | +126+0.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 20,127 | $2.07M | 0.82% | +17+0.1% | Added |
| Kingstone Capital Partners Texas, LLC | 20,085 | $2.07M | 1.20% | +44+0.2% | Added |
| Boston Family Office LLC | 20,062 | $2.07M | 0.13% | +75+0.4% | Added |
| Altfest L J & Co Inc | 20,066 | $2.07M | 0.23% | +127+0.6% | Added |
| NFP Retirement, Inc. | 20,036 | $2.06M | 0.13% | −1,408−6.6% | Reduced |
| General Partner, Inc. | 20,030 | $2.06M | 1.14% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 19,993 | $2.06M | 0.00% | +1,282+6.9% | Added |
| Anb Bank | 19,983 | $2.06M | 0.84% | −1,316−6.2% | Reduced |
| Bell Bank | 19,979 | $2.06M | 0.09% | −224−1.1% | Reduced |
| Investment Partners, Ltd. | 19,975 | $2.06M | 0.72% | +269+1.4% | Added |
| Heartland Bank & Trust Co | 19,934 | $2.05M | 0.85% | −6,755−25.3% | Reduced |
| Vista Investment Partners LLC | 19,919 | $2.05M | 0.57% | −33−0.2% | Reduced |
| First Command Advisory Services, Inc. | 19,854 | $2.05M | 0.01% | −232−1.2% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 19,832 | $2.04M | 1.51% | −92−0.5% | Reduced |
| Intrua Financial, LLC | 19,827 | $2.04M | 0.24% | +1,103+5.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,813 | $2.04M | 0.24% | +214+1.1% | Added |
| Pioneer Trust Bank N A | 19,800 | $2.04M | 0.48% | −395−2.0% | Reduced |
| Machina Capital S.A.S. | 19,783 | $2.04M | 0.36% | +12,653+177.5% | Added |
| Arista Wealth Management, LLC | 19,768 | $2.04M | 0.25% | −1,507−7.1% | Reduced |