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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 141,260 | $14.6M | 0.41% | +55,760+65.2% | Added |
| Foster Victor Wealth Advisors, LLC | 142,630 | $14.6M | 0.91% | +8,684+6.5% | Added |
| Mattern Capital Management, LLC | 141,219 | $14.6M | 1.71% | −3,159−2.2% | Reduced |
| Longbow Finance SA | 141,190 | $14.6M | 1.44% | −449−0.3% | Reduced |
| Ethic Inc. | 140,996 | $14.5M | 0.24% | +18,496+15.1% | Added |
| DuPont Capital Management Corp | 140,745 | $14.5M | 1.50% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 140,654 | $14.5M | 1.24% | +639+0.5% | Added |
| Massachusetts Financial Services Co | 140,495 | $14.5M | 0.00% | −16,913−10.7% | Reduced |
| Enclave Advisors LLC | 140,034 | $14.4M | 2.20% | −1,983−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 139,893 | $14.4M | 0.21% | +2,066+1.5% | Added |
| Nixon Peabody Trust Co | 139,871 | $14.4M | 1.06% | −2,328−1.6% | Reduced |
| Sowell Financial Services LLC | 139,391 | $14.4M | 0.55% | −4,250−3.0% | Reduced |
| Sagespring Wealth Partners, LLC | 138,177 | $14.2M | 0.28% | +9,988+7.8% | Added |
| Levin Capital Strategies, L.P. | 137,810 | $14.2M | 1.30% | −188−0.1% | Reduced |
| Bleakley Financial Group, LLC | 137,339 | $14.2M | 0.33% | −1,357−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 135,726 | $14.0M | 0.03% | +10,325+8.2% | Added |
| Buckingham Strategic Partners | 136,072 | $14.0M | 0.16% | +25,687+23.3% | Added |
| IFP Advisors, Inc | 134,524 | $13.9M | 0.36% | +13,683+11.3% | Added |
| Liontrust Investment Partners LLP | 134,241 | $13.8M | 0.20% | +2,855+2.2% | Added |
| Siemens Fonds Invest GmbH | 134,170 | $13.8M | 0.76% | −3,553−2.6% | Reduced |
| AlTi Global, Inc. | 133,645 | $13.8M | 0.32% | +1,468+1.1% | Added |
| VestGen Advisors, LLC | 133,519 | $13.8M | 0.46% | +29,298+28.1% | Added |
| King Wealth | 132,109 | $13.6M | 1.71% | +1,771+1.4% | Added |
| Summit Trail Advisors, LLC | 131,967 | $13.6M | 0.19% | +17,917+15.7% | Added |
| FRG Family Wealth Advisors LLC | 131,859 | $13.6M | 2.19% | −5,775−4.2% | Reduced |
| CAPROCK Group, Inc. | 139,474 | $13.6M | 0.33% | +139,474 | New |
| Walker Asset Management, LLC | 131,372 | $13.5M | 7.59% | +1,489+1.1% | Added |
| Greenleaf Trust | 131,162 | $13.5M | 0.12% | +166+0.1% | Added |
| Quadrant Capital Group LLC | 130,931 | $13.5M | 0.44% | +5,176+4.1% | Added |
| Monarch Capital Management Inc | 130,524 | $13.5M | 3.30% | −2,509−1.9% | Reduced |
| Invictus Private Wealth, LLC | 130,176 | $13.4M | 0.84% | −1,664−1.3% | Reduced |
| NBT Bank N A | 117,975 | $13.3M | 0.87% | −11,972−9.2% | Reduced |
| Boston Research & Management Inc | 128,921 | $13.3M | 2.90% | −540−0.4% | Reduced |
| Toth Financial Advisory Corp | 128,743 | $13.3M | 1.43% | +560.0% | Added |
| Mutual Advisors, LLC | 123,657 | $13.2M | 0.29% | −1,175−0.9% | Reduced |
| Dark Forest Capital Management LP | 128,038 | $13.2M | 0.50% | +100,781+369.7% | Added |
| Global Retirement Partners, LLC | 128,011 | $13.2M | 0.30% | −390.0% | Reduced |
| Landscape Capital Management, L.L.C. | 126,656 | $13.1M | 0.83% | +105,019+485.4% | Added |
| Guardian Partners Inc. | 127,921 | $13.0M | 1.10% | −5,704−4.3% | Reduced |
| Entropy Technologies, LP | 125,915 | $13.0M | 0.97% | +22,152+21.3% | Added |
| Brighton Jones LLC | 125,872 | $13.0M | 0.31% | +32,358+34.6% | Added |
| Ascent Wealth Partners, LLC | 125,273 | $12.9M | 1.50% | −424−0.3% | Reduced |
| Hilltop Holdings Inc. | 125,234 | $12.9M | 0.68% | +34,910+38.6% | Added |
| Valicenti Advisory Services Inc | 125,228 | $12.9M | 2.77% | −7,336−5.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 124,814 | $12.9M | 0.97% | −820−0.7% | Reduced |
| Hayek Kallen Investment Management | 124,602 | $12.8M | 4.05% | −530.0% | Reduced |
| JGP Wealth Management, LLC | 126,039 | $12.8M | 1.42% | +406+0.3% | Added |
| Crawford Investment Counsel Inc | 124,252 | $12.8M | 0.21% | −7,529−5.7% | Reduced |
| Providence Capital Advisors, LLC | 123,385 | $12.7M | 2.20% | +83,139+206.6% | Added |
| Roundview Capital LLC | 123,236 | $12.7M | 0.80% | −3,378−2.7% | Reduced |
| Lee Danner & Bass Inc | 123,091 | $12.7M | 0.92% | −4,920−3.8% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 122,773 | $12.7M | 3.79% | +9,527+8.4% | Added |
| Community Financial Services Group, LLC | 122,427 | $12.6M | 2.31% | +1,819+1.5% | Added |
| Ancora Advisors, LLC | 122,292 | $12.6M | 0.25% | −3,844−3.0% | Reduced |
| Krilogy Financial LLC | 123,934 | $12.6M | 0.47% | +63,332+104.5% | Added |
| Everence Capital Management Inc | 121,850 | $12.6M | 0.75% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 121,040 | $12.5M | 0.19% | +1,527+1.3% | Added |
| WS Management LLLP | 120,977 | $12.5M | 1.91% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 120,935 | $12.5M | 0.41% | +50,859+72.6% | Added |
| Canada Post Corp Registered Pension Plan | 120,478 | $12.4M | 0.55% | +20,198+20.1% | Added |
| Lyell Wealth Management, LP | 120,410 | $12.4M | 0.92% | +1,777+1.5% | Added |
| Jacobi Capital Management LLC | 120,360 | $12.4M | 0.76% | −555−0.5% | Reduced |
| Savoir Faire Capital Management, L.P. | 120,320 | $12.4M | 4.45% | +80,092+199.1% | Added |
| Nwi Management LP | 120,000 | $12.4M | 1.22% | 00.0% | Unchanged |
| Consolidated Planning Corp | 119,457 | $12.3M | 1.30% | +6,715+6.0% | Added |
| GAMMA Investing LLC | 118,925 | $12.3M | 0.68% | +6,144+5.4% | Added |
| Field & Main Bank | 118,623 | $12.2M | 3.61% | −98−0.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 118,376 | $12.2M | 3.77% | −2,710−2.2% | Reduced |
| MUFG Securities Americas Inc. | 118,361 | $12.2M | 0.79% | +22,607+23.6% | Added |
| Buck Wealth Strategies, LLC | 118,356 | $12.2M | 1.67% | +1,690+1.4% | Added |
| Legacy Private Trust Co. | 118,032 | $12.2M | 0.73% | +5,689+5.1% | Added |
| Laurel Wealth Advisors LLC | 117,777 | $12.1M | 1.70% | +305+0.3% | Added |
| Carret Asset Management, LLC | 117,163 | $12.1M | 1.17% | +556+0.5% | Added |
| SFMG, LLC | 117,119 | $12.1M | 0.84% | +3,278+2.9% | Added |
| Principal Securities, Inc. | 117,095 | $12.1M | 0.20% | −188−0.2% | Reduced |
| Investment House LLC | 117,003 | $12.1M | 0.57% | 00.0% | Unchanged |
| Wedbush Securities Inc | 116,657 | $12.0M | 0.39% | +5,981+5.4% | Added |
| Community Bank & Trust, Waco, Texas | 116,435 | $12.0M | 2.48% | −1,371−1.2% | Reduced |
| Harrell Investment Partners, LLC | 115,707 | $11.9M | 2.82% | −1,206−1.0% | Reduced |
| Connors Investor Services Inc | 115,656 | $11.9M | 1.02% | −2,084−1.8% | Reduced |
| Wetherby Asset Management Inc | 115,548 | $11.9M | 0.49% | +774+0.7% | Added |
| Kingsview Wealth Management, LLC | 114,977 | $11.8M | 0.18% | −386,260−77.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 114,853 | $11.8M | 0.47% | −900−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 114,497 | $11.8M | 0.78% | −3,582−3.0% | Reduced |
| Deltec Asset Management LLC | 114,267 | $11.8M | 1.94% | −750−0.7% | Reduced |
| LGT Group Foundation | 115,277 | $11.8M | 0.13% | +89+0.1% | Added |
| Canal Capital Management, LLC | 113,553 | $11.7M | 1.76% | +397+0.4% | Added |
| Alexander Labrunerie & Co., Inc. | 112,781 | $11.6M | 4.30% | +3,635+3.3% | Added |
| Retirement Planning Group | 112,768 | $11.6M | 0.40% | +79,233+236.3% | Added |
| AIA Group Ltd | 111,503 | $11.5M | 0.20% | +43,767+64.6% | Added |
| Hodges Capital Management Inc. | 111,013 | $11.4M | 0.98% | +3,632+3.4% | Added |
| Perfromance Wealth Partners, LLC | 109,866 | $11.3M | 0.32% | −102,913−48.4% | Reduced |
| Caldwell Trust Co | 109,757 | $11.3M | 1.06% | −866−0.8% | Reduced |
| Sigma Planning Corp | 109,257 | $11.3M | 0.32% | −685−0.6% | Reduced |
| Texas Yale Capital Corp. | 109,137 | $11.2M | 0.35% | +574+0.5% | Added |
| Fundamentun, LLC | 109,039 | $11.2M | 0.46% | +1,367+1.3% | Added |
| Csenge Advisory Group | 108,391 | $11.2M | 0.53% | −7,136−6.2% | Reduced |
| Banque Cantonale Vaudoise | 108,019 | $11.1M | 0.42% | −543−0.5% | Reduced |
| Rockland Trust Co | 108,024 | $11.1M | 0.46% | +3,850+3.7% | Added |
| Associated Banc-Corp | 107,558 | $11.1M | 0.29% | −7,786−6.8% | Reduced |