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 7 sales; 4,426 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
- 4,031
- +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
- 1,546 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Oribel Capital Management, LP | 575,900 | $59.4M | 6.93% | +575,900 | New |
| Federated Hermes, Inc. | 575,773 | $59.3M | 0.10% | +63,401+12.4% | Added |
| Wealthfront Advisers LLC | 571,956 | $58.9M | 0.14% | +15,262+2.7% | Added |
| KCM Investment Advisors LLC | 571,444 | $58.9M | 1.90% | +2,139+0.4% | Added |
| Greenwood Gearhart Inc | 570,152 | $58.8M | 3.39% | −10,512−1.8% | Reduced |
| Tiaa Trust, National Association | 568,734 | $58.6M | 0.14% | +19,112+3.5% | Added |
| Intech Investment Management LLC | 568,227 | $58.6M | 0.52% | −151,938−21.1% | Reduced |
| Fairview Capital Investment Management, LLC | 566,495 | $58.4M | 2.96% | −31,674−5.3% | Reduced |
| Montrusco Bolton Investments Inc. | 562,384 | $58.0M | 0.67% | +88,414+18.7% | Added |
| FIL Ltd | 559,173 | $57.6M | 0.05% | −239,159−30.0% | Reduced |
| AE Wealth Management LLC | 556,531 | $57.4M | 0.37% | +82,909+17.5% | Added |
| Bokf, NA | 547,676 | $56.4M | 0.85% | −787−0.1% | Reduced |
| Lazard Asset Management LLC | 547,436 | $56.4M | 0.08% | +300,153+121.4% | Added |
| Kovitz Investment Group Partners, LLC | 545,911 | $56.3M | 0.22% | +2460.0% | Added |
| Cullinan Associates Inc | 545,178 | $56.2M | 3.66% | −22,443−4.0% | Reduced |
| Central Trust Co | 540,530 | $55.7M | 1.16% | −7,457−1.4% | Reduced |
| OP Asset Management Ltd | 533,480 | $55.0M | 0.72% | +8,136+1.5% | Added |
| Pathstone Holdings, LLC | 531,907 | $54.8M | 0.21% | +15,124+2.9% | Added |
| Welch & Forbes LLC | 529,371 | $54.6M | 0.66% | +2,881+0.5% | Added |
| Legacy Capital Wealth Partners, LLC | 529,223 | $54.5M | 11.86% | +2,809+0.5% | Added |
| State of Alaska, Department of Revenue | 528,831 | $54.5M | 0.56% | +16,989+3.3% | Added |
| Kornitzer Capital Management Inc | 519,304 | $53.5M | 1.07% | −6,972−1.3% | Reduced |
| Reuter James Wealth Management, LLC | 518,313 | $53.4M | 7.59% | −1760.0% | Reduced |
| Yousif Capital Management, LLC | 516,090 | $53.2M | 0.57% | −30,709−5.6% | Reduced |
| Elo Mutual Pension Insurance Co | 513,621 | $52.9M | 0.87% | +121,708+31.1% | Added |
| Bradley Foster & Sargent Inc | 511,163 | $52.7M | 0.78% | +113,090+28.4% | Added |
| NEOS Investment Management LLC | 510,652 | $52.6M | 0.39% | +167,832+49.0% | Added |
| Freestone Grove Partners LP | 507,326 | $52.3M | 0.39% | +406,995+405.7% | Added |
| Cullen/Frost Bankers, Inc. | 506,845 | $52.2M | 0.61% | +3,243+0.6% | Added |
| Artemis Investment Management LLP | 506,387 | $52.2M | 0.65% | +251,798+98.9% | Added |
| BTC Capital Management, Inc. | 502,736 | $51.8M | 3.58% | +273,395+119.2% | Added |
| Oregon Public Employees Retirement Fund | 501,741 | $51.7M | 0.67% | +128,445+34.4% | Added |
| Heritage Investors Management Corp | 497,986 | $51.3M | 1.53% | −17,410−3.4% | Reduced |
| Delta Asset Management LLC | 495,406 | $51.1M | 4.33% | −3,495−0.7% | Reduced |
| Heritage Wealth Advisors | 495,353 | $51.1M | 2.23% | +1,811+0.4% | Added |
| Mutual of America Capital Management LLC | 492,141 | $50.7M | 0.53% | −20,393−4.0% | Reduced |
| First Financial Bankshares Inc | 489,662 | $50.5M | 1.04% | −6,540−1.3% | Reduced |
| Macquarie Group Ltd | 488,664 | $50.4M | 0.06% | −38,129−7.2% | Reduced |
| Pinnacle Associates Ltd | 488,068 | $50.3M | 0.67% | −2,871−0.6% | Reduced |
| Oppenheimer & Co Inc | 482,226 | $49.7M | 0.61% | +11,777+2.5% | Added |
| Ofi Invest Asset Management | 559,487 | $49.1M | 1.03% | +11,780+2.2% | Added |
| Ceredex Value Advisors LLC | 474,619 | $48.9M | 1.13% | +188,707+66.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 473,787 | $48.8M | 0.67% | −50,852−9.7% | Reduced |
| Bahl & Gaynor Inc | 470,200 | $48.5M | 0.24% | +9,146+2.0% | Added |
| Dnca Finance | 465,982 | $48.0M | 3.29% | +94,463+25.4% | Added |
| Argent Trust Co | 461,627 | $47.6M | 1.69% | −8,849−1.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 455,874 | $47.0M | 4.07% | −338,827−42.6% | Reduced |
| Westwood Holdings Group Inc. | 451,903 | $46.6M | 0.33% | −397,765−46.8% | Reduced |
| D.A. Davidson & Co. | 445,638 | $45.9M | 0.29% | +10,781+2.5% | Added |
| Seizert Capital Partners, LLC | 445,584 | $45.9M | 1.99% | −13,068−2.8% | Reduced |
| Capstone Investment Advisors, LLC | 445,469 | $45.9M | 0.40% | +362,153+434.7% | Added |
| Vident Advisory, LLC | 440,818 | $45.4M | 0.44% | +42,445+10.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 440,593 | $45.4M | 1.14% | −4,247−1.0% | Reduced |
| Prospera Financial Services Inc | 438,666 | $45.2M | 0.77% | −11,640−2.6% | Reduced |
| Farmers & Merchants Investments Inc | 437,564 | $45.1M | 1.28% | −20,182−4.4% | Reduced |
| Kestra Private Wealth Services, LLC | 431,980 | $44.5M | 0.58% | +24,577+6.0% | Added |
| Cubist Systematic Strategies, LLC | 429,701 | $44.3M | 0.62% | −470,154−52.2% | Reduced |
| Avanza Fonder AB | 428,074 | $44.1M | 1.14% | +10,024+2.4% | Added |
| WestEnd Advisors, LLC | 422,996 | $43.6M | 1.02% | −7,050−1.6% | Reduced |
| Dearborn Partners LLC | 421,815 | $43.5M | 2.04% | −1,614−0.4% | Reduced |
| Gradient Investments LLC | 420,697 | $43.4M | 0.72% | +23,995+6.0% | Added |
| Crossmark Global Holdings, Inc. | 417,883 | $43.1M | 0.65% | −24,932−5.6% | Reduced |
| HB Wealth Management, LLC | 417,593 | $43.0M | 0.29% | +33,889+8.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 415,479 | $42.8M | 1.56% | +49,242+13.4% | Added |
| Americana Partners, LLC | 413,248 | $42.6M | 1.28% | +42,831+11.6% | Added |
| Flossbach Von Storch AG | 412,285 | $42.5M | 0.17% | +2,163+0.5% | Added |
| Trexquant Investment LP | 410,690 | $42.3M | 0.44% | +410,690 | New |
| Clearstead Advisors, LLC | 408,899 | $42.1M | 0.61% | +1960.0% | Added |
| Andra AP-fonden | 408,000 | $42.0M | 0.54% | −140,188−25.6% | Reduced |
| Acadian Asset Management LLC | 406,458 | $41.9M | 0.07% | −1,159,706−74.0% | Reduced |
| Cypress Funds LLC | 404,749 | $41.7M | 5.47% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 403,744 | $41.6M | 3.09% | +45,265+12.6% | Added |
| Davenport & Co LLC | 402,836 | $41.5M | 0.22% | −695,266−63.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 402,047 | $41.4M | 0.87% | +5,098+1.3% | Added |
| Oakworth Capital, Inc. | 398,995 | $41.1M | 2.38% | +5,405+1.4% | Added |
| Delta Global Management LP | 398,868 | $41.1M | 3.01% | +9,174+2.4% | Added |
| Whittier Trust Co | 401,773 | $41.0M | 0.47% | −4,933−1.2% | Reduced |
| Letko, Brosseau & Associates Inc | 396,511 | $40.9M | 0.70% | −9,610−2.4% | Reduced |
| Voleon Capital Management LP | 394,757 | $40.7M | 0.99% | +197,578+100.2% | Added |
| Arvest Bank Trust Division | 392,958 | $40.5M | 2.25% | −15,644−3.8% | Reduced |
| Brown Advisory Inc | 392,116 | $40.4M | 0.05% | +1,923+0.5% | Added |
| Railway Pension Investments Ltd | 390,139 | $40.2M | 0.54% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 389,897 | $40.2M | 1.71% | +427+0.1% | Added |
| Horizon Investments, LLC | 389,784 | $40.2M | 0.53% | +147,725+61.0% | Added |
| United Capital Financial Advisers, LLC | 389,685 | $40.2M | 0.29% | −7,737−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 387,762 | $40.0M | 0.27% | −64,649−14.3% | Reduced |
| Sapient Capital LLC | 386,726 | $39.9M | 0.61% | −14,391−3.6% | Reduced |
| Massmutual Trust Co FSB | 386,385 | $39.8M | 1.01% | −4,424−1.1% | Reduced |
| Kames Capital plc | 386,364 | $39.8M | 0.47% | −9,720−2.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 386,049 | $39.8M | 0.53% | −17,149−4.3% | Reduced |
| Choate Investment Advisors | 382,345 | $39.4M | 0.82% | +24,335+6.8% | Added |
| Concurrent Investment Advisors, LLC | 380,790 | $39.2M | 0.68% | −13,994−3.5% | Reduced |
| BNP Paribas | 380,648 | $39.2M | 1.18% | +4,735+1.3% | Added |
| Public Sector Pension Investment Board | 379,717 | $39.1M | 0.14% | −1,373,422−78.3% | Reduced |
| Tocqueville Asset Management L.P. | 378,049 | $39.0M | 0.57% | −6,450−1.7% | Reduced |
| Rafferty Asset Management, LLC | 377,472 | $38.9M | 0.13% | +7,623+2.1% | Added |
| Northeast Investment Management | 377,436 | $38.9M | 1.57% | +711+0.2% | Added |
| Virginia Retirement Systems Et Al | 377,326 | $38.9M | 0.25% | −192,800−33.8% | Reduced |
| J. Safra Sarasin Holding AG | 377,024 | $38.9M | 0.63% | −25,905−6.4% | Reduced |
| Peapack Gladstone Financial Corp | 376,212 | $38.8M | 0.50% | −1,159−0.3% | Reduced |