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 |
|---|---|---|---|---|---|
| Country Club Bank | 370,842 | $38.2M | 2.27% | −2,372−0.6% | Reduced |
| Adviser Investments LLC | 369,036 | $38.0M | 0.43% | −49,905−11.9% | Reduced |
| Howland Capital Management LLC | 365,781 | $37.7M | 1.44% | +5,570+1.5% | Added |
| iA Global Asset Management Inc. | 365,415 | $37.7M | 0.52% | +8,270+2.3% | Added |
| Arrowstreet Capital, Limited Partnership | 363,190 | $37.4M | 0.02% | −3,865,178−91.4% | Reduced |
| Verition Fund Management LLC | 363,158 | $37.4M | 0.21% | +34,193+10.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 360,040 | $37.1M | 1.56% | +22,960+6.8% | Added |
| Martingale Asset Management L P | 359,143 | $37.0M | 0.93% | −84,505−19.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 358,646 | $37.0M | 1.73% | −4,233−1.2% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 357,952 | $36.9M | 1.98% | +357,952 | New |
| Lockheed Martin Investment Management Co | 356,720 | $36.8M | 1.35% | +19,260+5.7% | Added |
| BancorpSouth Bank | 355,599 | $36.6M | 2.22% | +63,575+21.8% | Added |
| Pacer Advisors, Inc. | 354,023 | $36.5M | 0.09% | −73,988−17.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 353,243 | $36.4M | 1.23% | 00.0% | Unchanged |
| Coleford Investment Management Ltd. | 344,605 | $35.5M | 8.53% | −3,190−0.9% | Reduced |
| Fred Alger Management, LLC | 344,507 | $35.5M | 0.14% | −55,209−13.8% | Reduced |
| Empowered Funds, LLC | 341,025 | $35.1M | 0.35% | +33,036+10.7% | Added |
| Main Street Research LLC | 340,885 | $35.1M | 1.90% | +5,139+1.5% | Added |
| Apollon Wealth Management, LLC | 340,612 | $35.1M | 0.62% | +3,679+1.1% | Added |
| Novare Capital Management LLC | 339,924 | $35.0M | 2.67% | −10,035−2.9% | Reduced |
| Wesbanco Bank Inc | 339,782 | $35.0M | 0.97% | −11,986−3.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 339,100 | $34.9M | 0.27% | 00.0% | Unchanged |
| Temasek Holdings (Private) Ltd | 337,562 | $34.8M | 0.12% | +81,900+32.0% | Added |
| Signature Estate & Investment Advisors LLC | 336,967 | $34.7M | 0.74% | +2,079+0.6% | Added |
| Salem Investment Counselors Inc | 336,773 | $34.7M | 0.99% | −1,305−0.4% | Reduced |
| Vinva Investment Management Ltd | 334,902 | $34.5M | 0.69% | +50,364+17.7% | Added |
| Independent Advisor Alliance | 331,784 | $34.2M | 0.89% | +5,338+1.6% | Added |
| Assetmark, Inc | 328,072 | $33.8M | 0.07% | +22,332+7.3% | Added |
| BancFirst Trust & Investment Management | 326,622 | $33.7M | 12.80% | +321,546+6,334.6% | Added |
| Polar Capital Holdings Plc | 326,628 | $33.7M | 0.16% | +65,978+25.3% | Added |
| TCG Advisory Services, LLC | 324,303 | $33.4M | 1.23% | +1,375+0.4% | Added |
| Allworth Financial LP | 323,324 | $33.3M | 0.15% | −17,837−5.2% | Reduced |
| Cornerstone Advisors, LLC | 322,900 | $33.3M | 1.10% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 325,234 | $33.2M | 4.39% | −2,240−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 319,995 | $33.0M | 0.28% | −120,335−27.3% | Reduced |
| Boothbay Fund Management, LLC | 319,700 | $32.9M | 0.85% | +315,940+8,402.7% | Added |
| William Blair Investment Management, LLC | 318,930 | $32.9M | 0.08% | −43,152−11.9% | Reduced |
| Guggenheim Capital LLC | 317,110 | $32.7M | 0.24% | +26,959+9.3% | Added |
| Warren Averett Asset Management, LLC | 316,598 | $32.6M | 0.33% | +12,135+4.0% | Added |
| Prudential PLC | 315,211 | $32.5M | 0.24% | +590.0% | Added |
| Vestcor Inc | 313,201 | $32.3M | 0.96% | −57,391−15.5% | Reduced |
| Shelton Capital Management | 311,253 | $32.1M | 0.69% | +29,495+10.5% | Added |
| Capital Investment Counsel, Inc | 309,589 | $31.9M | 3.89% | −7,212−2.3% | Reduced |
| Merit Financial Group, LLC | 308,438 | $31.8M | 0.29% | +55,340+21.9% | Added |
| Bollard Group LLC | 307,384 | $31.7M | 0.78% | +14,981+5.1% | Added |
| Bard Financial Services, Inc. | 307,170 | $31.7M | 3.47% | −1,925−0.6% | Reduced |
| Atria Investments LLC | 305,904 | $31.5M | 0.36% | −21,167−6.5% | Reduced |
| Willis Investment Counsel | 305,526 | $31.5M | 1.72% | +700+0.2% | Added |
| Asset Advisors Investment Management, LLC | 304,102 | $31.3M | 2.97% | −1,116−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 304,025 | $31.3M | 0.28% | −7,134−2.3% | Reduced |
| Los Angeles Capital Management LLC | 303,640 | $31.3M | 0.11% | −1,674,302−84.6% | Reduced |
| Sonora Investment Management Group, LLC | 303,403 | $31.3M | 2.21% | −5,346−1.7% | Reduced |
| Snowden Capital Advisors LLC | 302,870 | $31.2M | 0.85% | +8,333+2.8% | Added |
| Integrated Wealth Concepts LLC | 302,831 | $31.2M | 0.28% | +30,818+11.3% | Added |
| Mizuho Securities USA LLC | 319,683 | $31.0M | 0.63% | +21,085+7.1% | Added |
| Destination Wealth Management | 298,806 | $30.8M | 0.85% | −7,024−2.3% | Reduced |
| Beck Mack & Oliver LLC | 298,507 | $30.8M | 0.56% | −2,200−0.7% | Reduced |
| First National Trust Co | 297,222 | $30.6M | 1.05% | −407−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 295,770 | $30.5M | 0.82% | +2,672+0.9% | Added |
| GDS Wealth Management | 294,813 | $30.4M | 2.01% | +9,966+3.5% | Added |
| Pensionmark Financial Group, LLC | 293,866 | $30.3M | 0.62% | +14,487+5.2% | Added |
| Atlantic Union Bankshares Corp | 292,501 | $30.1M | 0.57% | +3,599+1.2% | Added |
| Community Trust & Investment Co | 291,836 | $30.1M | 1.62% | −4,866−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 291,763 | $30.1M | 0.44% | +269,228+1,194.7% | Added |
| Washington Trust Co | 287,698 | $29.7M | 0.97% | +2,699+0.9% | Added |
| J.W. Cole Advisors, Inc. | 286,178 | $29.5M | 0.56% | −7,572−2.6% | Reduced |
| Davidson Investment Advisors | 280,996 | $29.0M | 1.23% | +1,245+0.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 279,663 | $28.8M | 2.77% | −2,242−0.8% | Reduced |
| New Wave Wealth Advisors LLC | 279,604 | $28.8M | 11.23% | −21,998−7.3% | Reduced |
| HM Payson & Co | 278,674 | $28.7M | 0.41% | −5,377−1.9% | Reduced |
| Bridgewater Associates, LP | 275,976 | $28.4M | 0.11% | +29,979+12.2% | Added |
| Engineers Gate Manager LP | 274,708 | $28.3M | 0.32% | −337,816−55.2% | Reduced |
| Absher Wealth Management, LLC | 274,289 | $28.3M | 3.38% | −985−0.4% | Reduced |
| Kentucky Retirement Systems | 273,161 | $28.2M | 0.78% | −5,053−1.8% | Reduced |
| Calamos Wealth Management LLC | 272,462 | $28.1M | 1.02% | +10,304+3.9% | Added |
| Park Avenue Securities LLC | 272,103 | $28.0M | 0.22% | +16,011+6.3% | Added |
| American National Bank | 271,930 | $28.0M | 2.76% | −7,666−2.7% | Reduced |
| Hook Mill Capital Partners, LP | 271,252 | $28.0M | 2.55% | +271,252 | New |
| Brookstone Capital Management | 270,435 | $27.9M | 0.33% | +5,523+2.1% | Added |
| Paralel Advisors LLC | 270,000 | $27.8M | 1.08% | 00.0% | Unchanged |
| Summit Financial, LLC | 269,894 | $27.8M | 0.42% | +21,101+8.5% | Added |
| Twinbeech Capital LP | 269,804 | $27.8M | 1.10% | −73,080−21.3% | Reduced |
| Atwood & Palmer Inc | 267,060 | $27.5M | 1.62% | −3,555−1.3% | Reduced |
| Hamilton Capital Partners Inc. | 266,591 | $27.5M | 1.14% | +263,448+8,382.1% | Added |
| TCTC Holdings, LLC | 265,646 | $27.4M | 0.81% | −4,965−1.8% | Reduced |
| Picton Mahoney Asset Management | 265,263 | $27.3M | 0.35% | +29,774+12.6% | Added |
| Marco Investment Management LLC | 264,378 | $27.2M | 2.09% | +1,815+0.7% | Added |
| Moors & Cabot, Inc. | 263,567 | $27.2M | 1.19% | −1,245−0.5% | Reduced |
| Axxcess Wealth Management, LLC | 261,907 | $27.0M | 0.57% | +948+0.4% | Added |
| Managed Asset Portfolios, LLC | 261,126 | $26.9M | 3.33% | +4,987+1.9% | Added |
| Lathrop Investment Management Corp | 258,736 | $26.7M | 4.92% | −15,835−5.8% | Reduced |
| Westchester Capital Management, Inc. | 258,618 | $26.7M | 5.73% | −4,972−1.9% | Reduced |
| Tompkins Financial Corp | 257,782 | $26.6M | 2.22% | −6,467−2.4% | Reduced |
| Hartford Investment Management Co | 257,220 | $26.5M | 0.80% | −3,489−1.3% | Reduced |
| Farther Finance Advisors, LLC | 255,963 | $26.4M | 0.40% | +20,963+8.9% | Added |
| Investment Management Corp of Ontario | 255,509 | $26.3M | 0.40% | −35,269−12.1% | Reduced |
| Lighthouse Investment Partners, LLC | 254,219 | $26.2M | 0.95% | +202,232+389.0% | Added |
| First Nebraska Trust Co | 253,511 | $26.1M | 2.36% | −527−0.2% | Reduced |
| South State Corp. | 253,074 | $26.1M | 1.20% | −4,489−1.7% | Reduced |
| Segment Wealth Management, LLC | 253,023 | $26.1M | 1.56% | −1,260−0.5% | Reduced |