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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 17,226 | $1.77M | 0.15% | −35,856−67.5% | Reduced |
| Papp L Roy & Associates | 17,221 | $1.77M | 0.20% | +395+2.3% | Added |
| Wisconsin Wealth Advisors, LLC | 17,181 | $1.77M | 1.69% | −137−0.8% | Reduced |
| Red Wave Investments LLC | 17,175 | $1.77M | 0.54% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 17,133 | $1.77M | 1.46% | +17,133 | New |
| Louisbourg Investments Inc. | 17,045 | $1.76M | 0.38% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 16,990 | $1.75M | 0.98% | +1,268+8.1% | Added |
| Davies Financial Advisors, Inc. | 16,970 | $1.75M | 1.42% | −2,628−13.4% | Reduced |
| Fortis Group Advisors, LLC | 17,272 | $1.75M | 0.30% | +520+3.1% | Added |
| Rossby Financial, LCC | 17,091 | $1.74M | 0.58% | +300+1.8% | Added |
| PFW Advisors LLC | 16,876 | $1.74M | 0.51% | +765+4.7% | Added |
| Laraway Financial Inc | 16,874 | $1.74M | 1.19% | +20.0% | Added |
| Wilkins Investment Counsel Inc | 16,856 | $1.74M | 0.25% | −200−1.2% | Reduced |
| Neville Rodie & Shaw Inc | 16,839 | $1.74M | 0.13% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 16,759 | $1.73M | 1.15% | +2,636+18.7% | Added |
| Mairs & Power Inc | 16,767 | $1.73M | 0.02% | +585+3.6% | Added |
| Donaldson Capital Management, LLC | 16,761 | $1.73M | 0.05% | −117−0.7% | Reduced |
| Somerset Group LLC | 16,749 | $1.73M | 1.37% | +537+3.3% | Added |
| Gould Asset Management LLC | 16,741 | $1.73M | 0.32% | +87+0.5% | Added |
| ProVise Management Group, LLC | 16,722 | $1.72M | 0.13% | +2,421+16.9% | Added |
| Capital Performance Advisors LLP | 16,698 | $1.72M | 0.28% | +4,044+32.0% | Added |
| Wilson & Boucher Capital Management, LLC | 16,662 | $1.72M | 1.13% | −500−2.9% | Reduced |
| Silverlake Wealth Management LLC | 16,651 | $1.72M | 0.42% | +477+2.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,649 | $1.72M | 0.60% | −501−2.9% | Reduced |
| Revisor Wealth Management LLC | 16,878 | $1.71M | 0.59% | −878−4.9% | Reduced |
| Cornerstone Enterprises, LLC | 16,631 | $1.71M | 0.84% | +594+3.7% | Added |
| Sheets Smith Wealth Management | 16,614 | $1.71M | 0.19% | +12+0.1% | Added |
| Fullcircle Wealth LLC | 16,737 | $1.71M | 0.60% | −228−1.3% | Reduced |
| Birchbrook, Inc. | 16,594 | $1.71M | 0.88% | −525−3.1% | Reduced |
| Fox Run Management, L.L.C. | 16,580 | $1.71M | 0.27% | +16,580 | New |
| Wetzel Investment Advisors, Inc. | 16,574 | $1.71M | 0.73% | −209−1.2% | Reduced |
| Cim Investment Mangement Inc | 16,568 | $1.71M | 0.46% | −168−1.0% | Reduced |
| Eagle Global Advisors LLC | 16,568 | $1.71M | 0.07% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 16,557 | $1.71M | 0.54% | +730+4.6% | Added |
| Enhancing Capital LLC | 16,500 | $1.70M | 1.24% | 00.0% | Unchanged |
| Lord & Richards Wealth Management, LLC | 16,489 | $1.70M | 1.56% | +1,642+11.1% | Added |
| TD Capital Management LLC | 16,453 | $1.70M | 0.15% | −3,935−19.3% | Reduced |
| Floyd Financial Group LLC | 16,562 | $1.69M | 1.25% | +279+1.7% | Added |
| Dillon & Associates Inc | 16,397 | $1.69M | 0.22% | −297−1.8% | Reduced |
| Perennial Investment Advisors, LLC | 16,384 | $1.69M | 0.14% | +75+0.5% | Added |
| Davis R M Inc | 16,379 | $1.69M | 0.03% | +380+2.4% | Added |
| Coordinated Financial Services, Inc. | 16,377 | $1.69M | 1.08% | +23+0.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 16,375 | $1.69M | 0.11% | +527+3.3% | Added |
| Hurlow Wealth Management Group, Inc. | 16,371 | $1.69M | 0.44% | −5,940−26.6% | Reduced |
| Apex Wealth Management, LLC | 16,303 | $1.68M | 1.20% | +38+0.2% | Added |
| Archetype Wealth Partners | 16,301 | $1.68M | 0.21% | −375−2.2% | Reduced |
| MRP Capital Investments, LLC | 17,169 | $1.68M | 1.44% | −9,875−36.5% | Reduced |
| Element Wealth, LLC | 16,254 | $1.68M | 0.73% | +1,480+10.0% | Added |
| Crews Bank & Trust | 16,243 | $1.67M | 0.25% | −81−0.5% | Reduced |
| Pin Oak Investment Advisors Inc | 16,231 | $1.67M | 1.20% | −306−1.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 16,200 | $1.67M | 0.00% | +16,200 | New |
| Wealth Management Partners, LLC | 16,165 | $1.67M | 0.53% | +163+1.0% | Added |
| Pacific Point Advisors, LLC | 16,146 | $1.66M | 0.97% | +208+1.3% | Added |
| Beacon Capital Management, LLC | 16,112 | $1.66M | 0.24% | −412−2.5% | Reduced |
| Sunburst Financial Group, LLC | 16,103 | $1.66M | 0.35% | +663+4.3% | Added |
| Angeles Wealth Management, LLC | 16,090 | $1.66M | 0.10% | +327+2.1% | Added |
| Hartford Financial Management Inc. | 16,080 | $1.66M | 0.44% | −30−0.2% | Reduced |
| Connecticut Wealth Management, LLC | 15,969 | $1.65M | 0.07% | +208+1.3% | Added |
| ISAM Funds (UK) Ltd | 15,950 | $1.64M | 0.34% | −4,626−22.5% | Reduced |
| Legacy Capital Group California, Inc. | 15,924 | $1.64M | 0.42% | +59+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 15,923 | $1.64M | 0.10% | −1,136−6.7% | Reduced |
| Lee Financial Co | 15,917 | $1.64M | 0.21% | +1,138+7.7% | Added |
| CRA Financial Services, LLC | 15,870 | $1.64M | 0.22% | +262+1.7% | Added |
| Colton Groome Financial Advisors, LLC | 15,847 | $1.63M | 0.50% | +135+0.9% | Added |
| Armor Investment Advisors, LLC | 15,842 | $1.63M | 0.52% | −196−1.2% | Reduced |
| Concentrum Wealth Management | 15,839 | $1.63M | 0.47% | +1,327+9.1% | Added |
| Deseret Mutual Benefit Administrators | 15,793 | $1.63M | 0.68% | −2,133−11.9% | Reduced |
| MSH Capital Advisors LLC | 15,783 | $1.63M | 0.44% | +1,221+8.4% | Added |
| Crescent Sterling, Ltd. | 15,767 | $1.62M | 1.71% | −271−1.7% | Reduced |
| Abbot Financial Management, Inc. | 15,741 | $1.62M | 0.69% | −25−0.2% | Reduced |
| Fulcrum Equity Management | 15,727 | $1.62M | 1.64% | +34+0.2% | Added |
| Mount Lucas Management LP | 15,685 | $1.62M | 0.73% | +480+3.2% | Added |
| Garrett Wealth Advisory Group, LLC | 15,660 | $1.61M | 0.31% | +8+0.1% | Added |
| Lake Street Financial LLC | 15,634 | $1.61M | 0.21% | +826+5.6% | Added |
| Richard P Slaughter Associates Inc | 15,573 | $1.60M | 0.35% | −1,678−9.7% | Reduced |
| Summa Corp. | 15,571 | $1.60M | 0.71% | +251+1.6% | Added |
| MB, Levis & Associates, LLC | 15,544 | $1.60M | 0.69% | −2,946−15.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 15,530 | $1.60M | 0.01% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 15,526 | $1.60M | 0.76% | +6,116+65.0% | Added |
| Titleist Asset Management, LLC | 15,470 | $1.59M | 0.14% | +212+1.4% | Added |
| DT Investment Partners, LLC | 15,405 | $1.59M | 0.13% | −792−4.9% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 15,404 | $1.59M | 1.02% | +21+0.1% | Added |
| Tred Avon Family Wealth, LLC | 15,397 | $1.59M | 0.55% | +15,397 | New |
| Marino, Stram & Associates LLC | 15,374 | $1.58M | 0.28% | +11+0.1% | Added |
| Sanders Morris Harris LLC | 15,357 | $1.58M | 0.21% | +2,733+21.6% | Added |
| MONECO Advisors, LLC | 15,340 | $1.58M | 0.13% | −142−0.9% | Reduced |
| Breakwater Capital Group | 15,332 | $1.58M | 0.23% | −103−0.7% | Reduced |
| Ullmann Financial Group, Inc. | 15,295 | $1.58M | 0.17% | +135+0.9% | Added |
| Embree Financial Group | 15,289 | $1.58M | 0.21% | +491+3.3% | Added |
| GenTrust, LLC | 15,246 | $1.57M | 0.07% | +15,246 | New |
| Augustine Asset Management Inc | 15,234 | $1.57M | 0.32% | +79+0.5% | Added |
| Congress Asset Management Co | 15,229 | $1.57M | 0.01% | −7,193−32.1% | Reduced |
| Morris Retirement Advisors, LLC | 15,197 | $1.57M | 0.68% | +1,298+9.3% | Added |
| Schear Investment Advisers, LLC | 15,177 | $1.56M | 0.70% | +388+2.6% | Added |
| Probity Advisors, Inc. | 15,158 | $1.56M | 0.25% | −100−0.7% | Reduced |
| American Capital Advisory, LLC | 15,158 | $1.56M | 0.72% | +13+0.1% | Added |
| Delap Wealth Advisory, LLC | 15,280 | $1.56M | 0.66% | +106+0.7% | Added |
| White Lighthouse Investment Management Inc. | 15,111 | $1.56M | 0.24% | −5,410−26.4% | Reduced |
| International Private Wealth Advisors LLC | 15,086 | $1.55M | 0.98% | +5,186+52.4% | Added |
| Silvia McColl Wealth Management, LLC | 15,078 | $1.55M | 1.05% | 00.0% | Unchanged |