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 |
|---|---|---|---|---|---|
| Union Bancaire Privee, UBP SA | 114,435 | $18.2M | 0.37% | +2,012+1.8% | Added |
| Level Four Advisory Services, LLC | 175,317 | $18.1M | 0.62% | −5,568−3.1% | Reduced |
| Terry L. Blaker | 174,806 | $18.0M | 0.68% | −2,243−1.3% | Reduced |
| Adell Harriman & Carpenter Inc | 174,730 | $18.0M | 1.09% | +8,608+5.2% | Added |
| Perigon Wealth Management, LLC | 174,556 | $18.0M | 0.37% | +37,037+26.9% | Added |
| HighPoint Advisor Group LLC | 174,495 | $18.0M | 0.86% | +552+0.3% | Added |
| CFO4Life Group, LLC | 173,950 | $17.9M | 2.61% | −667−0.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 173,942 | $17.9M | 0.66% | +7,521+4.5% | Added |
| Phoenix Holdings Ltd. | 173,800 | $17.9M | 0.22% | −43,038−19.8% | Reduced |
| One Capital Management, LLC | 173,706 | $17.9M | 0.57% | +3,150+1.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 173,644 | $17.9M | 0.36% | −53,301−23.5% | Reduced |
| James Investment Research Inc | 173,241 | $17.9M | 1.95% | −11,118−6.0% | Reduced |
| LMG Wealth Partners, LLC | 172,981 | $17.8M | 3.32% | −453−0.3% | Reduced |
| Webster Bank, N. A. | 172,324 | $17.8M | 1.71% | −747−0.4% | Reduced |
| Visionary Wealth Advisors | 171,114 | $17.6M | 0.82% | +1,501+0.9% | Added |
| Empirical Capital Management, LLC | 170,000 | $17.5M | 11.85% | 00.0% | Unchanged |
| First Horizon Corp | 169,606 | $17.5M | 0.82% | +169,606 | New |
| Winton Group Ltd | 168,798 | $17.4M | 0.65% | +168,798 | New |
| MMBG Investment Advisors Co. | 168,056 | $17.3M | 1.53% | +10,675+6.8% | Added |
| Laffer Tengler Investments | 167,896 | $17.3M | 2.74% | +24,858+17.4% | Added |
| Segall Bryant & Hamill, LLC | 167,600 | $17.3M | 0.23% | −2,621−1.5% | Reduced |
| Greystone Financial Group, LLC | 166,261 | $17.1M | 2.65% | −1,503−0.9% | Reduced |
| Trust Co of Vermont | 166,151 | $17.1M | 0.75% | −1,523−0.9% | Reduced |
| PEAK6 LLC | 165,969 | $17.1M | 0.43% | −18,139−9.9% | Reduced |
| Shelter Mutual Insurance Co | 165,666 | $17.1M | 3.83% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 164,808 | $17.0M | 1.19% | −1,510−0.9% | Reduced |
| Allen Investment Management LLC | 163,464 | $16.8M | 0.19% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 162,769 | $16.8M | 0.71% | +1,181+0.7% | Added |
| Saratoga Research & Investment Management | 162,620 | $16.8M | 0.87% | −12,280−7.0% | Reduced |
| American Assets Investment Management, LLC | 162,000 | $16.7M | 1.23% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 161,938 | $16.7M | 0.42% | −8,215−4.8% | Reduced |
| Ossiam | 161,712 | $16.7M | 0.21% | −980,686−85.8% | Reduced |
| Tudor Investment Corp Et Al | 161,453 | $16.6M | 0.11% | −263,166−62.0% | Reduced |
| Moran Wealth Management, LLC | 160,664 | $16.6M | 0.50% | +2,816+1.8% | Added |
| GHP Investment Advisors, Inc. | 160,647 | $16.6M | 0.70% | −7,693−4.6% | Reduced |
| Allstate Corp | 160,525 | $16.5M | 0.38% | +151,786+1,736.9% | Added |
| Anchor Capital Advisors LLC | 159,962 | $16.5M | 0.48% | −3,039−1.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 159,550 | $16.4M | 1.62% | −605−0.4% | Reduced |
| Atwater Malick LLC | 159,511 | $16.4M | 4.77% | −4,143−2.5% | Reduced |
| Physicians Financial Services, Inc. | 159,298 | $16.4M | 4.48% | −150−0.1% | Reduced |
| Kinsale Capital Group, Inc. | 158,037 | $16.3M | 2.98% | +10,026+6.8% | Added |
| Hamel Associates, Inc. | 157,984 | $16.3M | 5.00% | −4,960−3.0% | Reduced |
| Gabelli Funds LLC | 157,825 | $16.3M | 0.11% | −145−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 157,797 | $16.3M | 0.13% | +3,619+2.3% | Added |
| Red Door Wealth Management, LLC | 157,249 | $16.2M | 1.72% | +3,386+2.2% | Added |
| Cardinal Capital Management | 157,032 | $16.2M | 2.24% | −1,474−0.9% | Reduced |
| Pittenger & Anderson Inc | 156,916 | $16.2M | 0.59% | +421+0.3% | Added |
| Townsend & Associates, Inc | 149,636 | $16.1M | 1.53% | +4,759+3.3% | Added |
| TLW Wealth Management, LLC | 156,155 | $16.1M | 9.21% | −5,749−3.6% | Reduced |
| Daymark Wealth Partners, LLC | 155,630 | $16.0M | 0.54% | +10,877+7.5% | Added |
| RBF Capital, LLC | 155,322 | $16.0M | 0.74% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 154,984 | $16.0M | 2.64% | −402−0.3% | Reduced |
| Point72 (DIFC) Ltd | 154,878 | $16.0M | 1.11% | +62,126+67.0% | Added |
| Fiduciary Trust Co | 154,868 | $16.0M | 0.18% | +1,614+1.1% | Added |
| Meridian Wealth Management, LLC | 153,872 | $15.9M | 0.61% | +6,080+4.1% | Added |
| LS Investment Advisors, LLC | 154,048 | $15.9M | 2.24% | −7,837−4.8% | Reduced |
| Wealthspire Advisors, LLC | 153,830 | $15.9M | 0.08% | −33,050−17.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 153,733 | $15.8M | 0.53% | −977−0.6% | Reduced |
| ExodusPoint Capital Management, LP | 153,714 | $15.8M | 0.22% | −80,152−34.3% | Reduced |
| Charter Trust Co | 153,654 | $15.8M | 0.95% | −1,303−0.8% | Reduced |
| Parallel Advisors, LLC | 152,992 | $15.8M | 0.29% | −2,081−1.3% | Reduced |
| Independent Financial Group, LLC | 152,706 | $15.7M | 0.38% | −1,121−0.7% | Reduced |
| Toroso Investments, LLC | 152,189 | $15.7M | 0.07% | −200,990−56.9% | Reduced |
| Heritage Trust Co | 151,984 | $15.7M | 1.66% | +1,242+0.8% | Added |
| Coldstream Capital Management Inc | 151,961 | $15.7M | 0.21% | +4,118+2.8% | Added |
| FineMark National Bank & Trust | 151,722 | $15.6M | 0.51% | −10,981−6.7% | Reduced |
| Callan Family Office, LLC | 151,276 | $15.6M | 0.50% | −14,396−8.7% | Reduced |
| Signaturefd, LLC | 150,949 | $15.6M | 0.25% | −1,386−0.9% | Reduced |
| Osborne Partners Capital Management, LLC | 150,804 | $15.5M | 0.79% | +280+0.2% | Added |
| Callahan Advisors, LLC | 150,514 | $15.5M | 1.32% | −5,031−3.2% | Reduced |
| WESPAC Advisors SoCal, LLC | 150,289 | $15.5M | 3.15% | −4,381−2.8% | Reduced |
| Keb Asset Management, LLC | 150,181 | $15.5M | 3.47% | +211+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 149,681 | $15.4M | 0.71% | +9,000+6.4% | Added |
| Sumitomo Life Insurance Co | 149,406 | $15.4M | 0.48% | +9,979+7.2% | Added |
| Integrity Alliance, LLC. | 149,398 | $15.4M | 0.73% | +8,453+6.0% | Added |
| Marietta Wealth Management, LLC | 149,316 | $15.4M | 1.88% | +1,525+1.0% | Added |
| Marble Harbor Investment Counsel, LLC | 149,215 | $15.4M | 1.61% | −370−0.2% | Reduced |
| Empirical Finance, LLC | 148,900 | $15.3M | 0.73% | +1,487+1.0% | Added |
| First Manhattan Co | 148,414 | $15.3M | 0.04% | −2,947−1.9% | Reduced |
| NewEdge Wealth, LLC | 150,307 | $15.3M | 0.22% | +2,146+1.4% | Added |
| Janney Capital Management LLC | 147,018 | $15.2M | 0.94% | −2,342−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 146,786 | $15.1M | 0.35% | −1,344−0.9% | Reduced |
| Trustmark National Bank Trust Department | 146,573 | $15.1M | 0.98% | −854−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 146,502 | $15.1M | 0.54% | +3,611+2.5% | Added |
| Nan Shan Life Insurance Co., Ltd. | 146,489 | $15.1M | 0.32% | −291,300−66.5% | Reduced |
| Motco | 146,457 | $15.1M | 1.38% | +516+0.4% | Added |
| Capital Investment Advisors, LLC | 146,424 | $15.1M | 0.25% | +3,746+2.6% | Added |
| Wesleyan Assurance Society | 146,250 | $15.1M | 0.90% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 145,168 | $15.0M | 0.39% | −24,478−14.4% | Reduced |
| Dynamic Advisor Solutions LLC | 145,063 | $15.0M | 0.43% | +6,537+4.7% | Added |
| McGuire Investment Group, LLC | 145,020 | $14.9M | 1.69% | −16,356−10.1% | Reduced |
| Waters Parkerson & Co., LLC | 144,377 | $14.9M | 0.73% | −1,553−1.1% | Reduced |
| WoodTrust Financial Corp | 144,370 | $14.9M | 1.77% | −1,097−0.8% | Reduced |
| Barbara Oil Co. | 144,000 | $14.8M | 5.53% | 00.0% | Unchanged |
| Spire Wealth Management | 143,833 | $14.8M | 0.50% | +3,555+2.5% | Added |
| Caisse des Depots Et Consignations | 143,671 | $14.8M | 0.63% | +3,795+2.7% | Added |
| Griffin Asset Management, Inc. | 143,636 | $14.8M | 1.66% | −7,724−5.1% | Reduced |
| Cypress Capital Group | 142,983 | $14.7M | 1.76% | +1,520+1.1% | Added |
| Woodstock Corp | 142,270 | $14.7M | 1.27% | +85+0.1% | Added |
| Auxier Asset Management | 142,206 | $14.7M | 2.05% | −855−0.6% | Reduced |