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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | 19,085 | $2.03M | 0.05% | +1,902+11.1% | Added |
| Core Wealth Partners LLC | 19,691 | $2.03M | 0.93% | +1,166+6.3% | Added |
| ORG Wealth Partners, LLC | 19,650 | $2.03M | 0.43% | +4,984+34.0% | Added |
| Sageworth Trust Co | 19,543 | $2.01M | 0.09% | +19,543 | New |
| Institute for Wealth Management, LLC. | 19,531 | $2.01M | 0.21% | −639−3.2% | Reduced |
| Transcendent Capital Group LLC | 19,526 | $2.01M | 0.90% | 00.0% | Unchanged |
| Jump Financial, LLC | 19,496 | $2.01M | 0.03% | −121,725−86.2% | Reduced |
| Boltwood Capital Management | 19,439 | $2.00M | 0.53% | −343−1.7% | Reduced |
| Brady Family Wealth, LLC | 19,410 | $2.00M | 0.62% | −120−0.6% | Reduced |
| BKM Wealth Management, LLC | 19,403 | $2.00M | 0.74% | +189+1.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 19,397 | $2.00M | 0.47% | +701+3.7% | Added |
| Woodward Diversified Capital, LLC | 19,372 | $2.00M | 0.93% | +59+0.3% | Added |
| Biltmore Family Office, LLC | 19,338 | $1.99M | 0.28% | +107+0.6% | Added |
| Allen Capital Group, LLC | 19,302 | $1.99M | 0.19% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 19,251 | $1.98M | 0.12% | −1,307−6.4% | Reduced |
| Farmers National Bank | 19,242 | $1.98M | 0.47% | +299+1.6% | Added |
| Fire Capital Management LLC | 19,217 | $1.98M | 1.14% | +306+1.6% | Added |
| HHM Wealth Advisors, LLC | 19,203 | $1.98M | 0.23% | −773−3.9% | Reduced |
| Aprio Wealth Management, LLC | 19,147 | $1.97M | 0.20% | +2,452+14.7% | Added |
| Kennebec Savings Bank | 19,142 | $1.97M | 1.80% | +114+0.6% | Added |
| Wealth Quarterback LLC | 19,123 | $1.97M | 0.76% | −797−4.0% | Reduced |
| Benin Management CORP | 19,073 | $1.97M | 0.47% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 19,048 | $1.96M | 0.90% | −296−1.5% | Reduced |
| Strategic Financial Concepts, LLC | 19,039 | $1.96M | 0.29% | −1,189−5.9% | Reduced |
| Intrepid Capital Management Inc | 19,007 | $1.96M | 0.77% | −240−1.2% | Reduced |
| Great Diamond Partners, LLC | 18,977 | $1.96M | 0.38% | −159−0.8% | Reduced |
| Golden State Wealth Management, LLC | 18,937 | $1.95M | 0.22% | +2,273+13.6% | Added |
| Versant Capital Management, Inc | 18,937 | $1.95M | 0.27% | +4,622+32.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 18,935 | $1.95M | 0.48% | +1,056+5.9% | Added |
| Insight Wealth Strategies, LLC | 18,910 | $1.95M | 0.23% | +349+1.9% | Added |
| Country Trust Bank | 18,899 | $1.95M | 0.04% | −1,097−5.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 18,815 | $1.94M | 0.33% | +1,315+7.5% | Added |
| Wealth Architects, LLC | 18,774 | $1.93M | 0.18% | +17+0.1% | Added |
| Towerpoint Wealth, LLC | 18,773 | $1.93M | 0.79% | −112−0.6% | Reduced |
| First Hawaiian Bank | 18,770 | $1.93M | 0.25% | −161−0.9% | Reduced |
| Virtus Investment Advisers, Inc. | 18,766 | $1.93M | 0.55% | +4,193+28.8% | Added |
| Norden Group LLC | 18,763 | $1.93M | 0.20% | +2,430+14.9% | Added |
| Total Investment Management Inc | 18,761 | $1.93M | 0.25% | −44−0.2% | Reduced |
| Slagle Financial, LLC | 18,717 | $1.93M | 0.71% | +40+0.2% | Added |
| Gutierrez Wealth Advisory, LLC | 18,712 | $1.93M | 1.23% | −19,418−50.9% | Reduced |
| Yoffe Investment Management, LLC | 18,687 | $1.93M | 2.51% | +10.0% | Added |
| Atlas Brown,Inc. | 18,687 | $1.93M | 0.57% | −125−0.7% | Reduced |
| Sivia Capital Partners, LLC | 18,683 | $1.93M | 0.54% | +5,675+43.6% | Added |
| Beaumont Financial Advisors, LLC | 18,641 | $1.92M | 0.13% | +2,066+12.5% | Added |
| First Financial Bank - Trust Division | 18,634 | $1.92M | 0.16% | −2,596−12.2% | Reduced |
| KWB Wealth | 19,611 | $1.92M | 0.21% | −96−0.5% | Reduced |
| Ipsen Advisor Group LLC | 18,603 | $1.92M | 1.38% | −548−2.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 18,573 | $1.91M | 0.01% | −925−4.7% | Reduced |
| Harfst & Associates, Inc. | 18,565 | $1.91M | 0.35% | +152+0.8% | Added |
| WD Rutherford LLC | 18,561 | $1.91M | 0.81% | +8,396+82.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 18,521 | $1.91M | 0.52% | −1,339−6.7% | Reduced |
| Aberdeen Wealth Management LLC | 18,480 | $1.90M | 1.20% | −448−2.4% | Reduced |
| Resonant Capital Advisors, LLC | 18,480 | $1.90M | 0.11% | +1,255+7.3% | Added |
| Diversified Enterprises, LLC | 18,471 | $1.90M | 0.13% | +596+3.3% | Added |
| Private Wealth Partners, LLC | 18,437 | $1.90M | 0.14% | −190−1.0% | Reduced |
| Cornerstone Select Advisors, LLC | 18,435 | $1.90M | 1.40% | +1,111+6.4% | Added |
| Bank of Nova Scotia Trust Co | 18,421 | $1.90M | 0.18% | −20−0.1% | Reduced |
| St. Louis Trust Co | 18,411 | $1.90M | 0.24% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 18,385 | $1.89M | 1.30% | −100−0.5% | Reduced |
| Waterway Wealth Management, LLC | 18,355 | $1.89M | 0.45% | −268−1.4% | Reduced |
| JSF Financial, LLC | 18,350 | $1.89M | 0.42% | −881−4.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 18,312 | $1.89M | 0.43% | +572+3.2% | Added |
| Spreng Capital Management, Inc. | 18,311 | $1.89M | 0.75% | +270+1.5% | Added |
| First International Bank & Trust | 18,262 | $1.88M | 0.65% | −299−1.6% | Reduced |
| MWA Asset Management | 18,253 | $1.88M | 1.04% | −540−2.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 18,193 | $1.88M | 0.63% | +1,503+9.0% | Added |
| Beaton Management Co. Inc. | 18,107 | $1.87M | 0.85% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 18,091 | $1.86M | 0.59% | +6,800+60.2% | Added |
| Global Assets Advisory, LLC | 18,082 | $1.86M | 0.55% | −5,527−23.4% | Reduced |
| Rexford Capital Inc | 18,082 | $1.86M | 1.44% | +51+0.3% | Added |
| Bill Few Associates, Inc. | 18,033 | $1.86M | 0.48% | +333+1.9% | Added |
| Soltis Investment Advisors LLC | 18,022 | $1.86M | 0.13% | −1,780−9.0% | Reduced |
| Willis Johnson & Associates, Inc. | 18,013 | $1.86M | 0.12% | −24,613−57.7% | Reduced |
| Capital Markets Trading UK LLP | 18,000 | $1.85M | 1.90% | +6,125+51.6% | Added |
| Optas, LLC | 17,994 | $1.85M | 0.31% | +1,936+12.1% | Added |
| Regent Peak Wealth Advisors LLC | 17,985 | $1.85M | 0.37% | +17,985 | New |
| VisionPoint Advisory Group, LLC | 17,937 | $1.85M | 0.37% | +1,072+6.4% | Added |
| Gilbert & Cook, Inc. | 17,846 | $1.84M | 0.24% | −4,643−20.6% | Reduced |
| Wealthspan Partners, LLC | 17,804 | $1.83M | 0.71% | −101−0.6% | Reduced |
| Rocky Mountain Advisers, LLC | 17,802 | $1.83M | 0.54% | −398−2.2% | Reduced |
| Seven Mile Advisory | 17,776 | $1.83M | 0.30% | +4,278+31.7% | Added |
| Peoples Bank | 17,755 | $1.83M | 1.82% | −11,584−39.5% | Reduced |
| Rice Partnership, LLC | 17,741 | $1.83M | 0.26% | −1,454−7.6% | Reduced |
| Diamant Asset Management, Inc. | 17,706 | $1.82M | 1.34% | +585+3.4% | Added |
| Rydar Equities, Inc. | 17,807 | $1.82M | 1.45% | −416−2.3% | Reduced |
| Lavaca Capital LLC | 17,558 | $1.81M | 0.33% | −12−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 17,553 | $1.81M | 0.32% | −823−4.5% | Reduced |
| BayBridge Capital Group, LLC | 17,505 | $1.80M | 1.15% | −1,093−5.9% | Reduced |
| Foundation Resource Management Inc | 17,502 | $1.80M | 0.26% | +955+5.8% | Added |
| Woodard & Co Asset Management Group Inc | 17,482 | $1.80M | 0.29% | +3,157+22.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 17,431 | $1.80M | 0.06% | −37,075−68.0% | Reduced |
| Triad Wealth Partners, LLC | 17,414 | $1.79M | 0.23% | +4,918+39.4% | Added |
| Impact Partnership Wealth, LLC | 17,403 | $1.79M | 0.27% | +3,226+22.8% | Added |
| D'Orazio & Associates, Inc. | 17,380 | $1.79M | 0.24% | +74+0.4% | Added |
| Baker Ellis Asset Management LLC | 17,363 | $1.79M | 0.22% | +166+1.0% | Added |
| Relyea Zuckerberg Hanson LLC | 17,347 | $1.79M | 0.19% | −506−2.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 17,302 | $1.78M | 0.32% | +827+5.0% | Added |
| Capital Wealth Planning, LLC | 17,274 | $1.78M | 0.01% | −5,094−22.8% | Reduced |
| Tang Capital Management LLC | 17,242 | $1.78M | 0.07% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 17,235 | $1.78M | 0.04% | −28,948−62.7% | Reduced |