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; 4,426 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
- 4,030
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Tradewinds, LLC. | 107,479 | $11.1M | 2.70% | +107,479 | New |
| Silvercrest Asset Management Group LLC | 107,411 | $11.1M | 0.07% | +158+0.1% | Added |
| Gladstone Institutional Advisory LLC | 107,384 | $11.1M | 0.43% | +14,123+15.1% | Added |
| Boston Private Wealth LLC | 106,774 | $11.0M | 0.59% | −10,020−8.6% | Reduced |
| Centaurus Financial, Inc. | 106,407 | $11.0M | 0.51% | +3,690+3.6% | Added |
| Freestone Capital Holdings, LLC | 106,245 | $10.9M | 0.34% | +10,258+10.7% | Added |
| SeaTown Holdings Pte. Ltd. | 106,208 | $10.9M | 6.31% | +1,000+1.0% | Added |
| O'Brien Greene & Co. Inc | 105,820 | $10.9M | 3.35% | −4,614−4.2% | Reduced |
| LMCG Investments, LLC | 105,765 | $10.9M | 0.64% | −2,572−2.4% | Reduced |
| Meeder Advisory Services, Inc. | 105,691 | $10.9M | 0.51% | +7,068+7.2% | Added |
| Canal Insurance CO | 105,000 | $10.8M | 2.30% | 00.0% | Unchanged |
| Navellier & Associates Inc | 104,982 | $10.8M | 1.10% | +5,664+5.7% | Added |
| Jain Global LLC | 104,821 | $10.8M | 0.14% | +104,821 | New |
| Pavion Blue Capital, LLC | 104,760 | $10.8M | 4.60% | −1,203−1.1% | Reduced |
| Fiduciary Alliance LLC | 104,421 | $10.8M | 0.72% | +11,426+12.3% | Added |
| Signal Advisors Wealth, LLC | 104,307 | $10.7M | 0.97% | +27,649+36.1% | Added |
| GLOBALT Investments LLC | 104,258 | $10.7M | 0.39% | +18,909+22.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 103,251 | $10.6M | 5.89% | −961−0.9% | Reduced |
| Fort Washington Investment Advisors Inc | 103,107 | $10.6M | 0.06% | +22,603+28.1% | Added |
| Glen Eagle Advisors, LLC | 103,041 | $10.6M | 1.48% | +4,417+4.5% | Added |
| Investment Advisory Services Inc | 102,982 | $10.6M | 3.34% | −1,237−1.2% | Reduced |
| Baker Chad R | 102,675 | $10.6M | 1.82% | −345−0.3% | Reduced |
| Goelzer Investment Management, Inc. | 102,498 | $10.6M | 0.56% | +19,525+23.5% | Added |
| IFG Advisory, LLC | 102,292 | $10.5M | 0.48% | +5,004+5.1% | Added |
| Quantbot Technologies LP | 101,970 | $10.5M | 0.29% | −14,842−12.7% | Reduced |
| GFS Advisors, LLC | 101,857 | $10.5M | 1.34% | −26,347−20.6% | Reduced |
| First Citizens Bank & Trust Co | 101,744 | $10.5M | 0.23% | −3,893−3.7% | Reduced |
| Acropolis Investment Management, LLC | 107,100 | $10.5M | 0.53% | +13,833+14.8% | Added |
| F/M Investments LLC | 100,053 | $10.3M | 0.40% | −4,015−3.9% | Reduced |
| Kingdon Capital Management, L.L.C. | 100,000 | $10.3M | 1.61% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 99,853 | $10.3M | 0.45% | −11,164−10.1% | Reduced |
| Asset Planning Services Inc | 99,635 | $10.3M | 4.33% | +775+0.8% | Added |
| Plato Investment Management Ltd | 100,343 | $10.3M | 0.70% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 99,451 | $10.2M | 0.70% | +726+0.7% | Added |
| Natixis | 99,406 | $10.2M | 0.06% | +99,406 | New |
| Scissortail Wealth Management, LLC | 99,300 | $10.2M | 2.23% | +76+0.1% | Added |
| Weik Capital Management | 99,132 | $10.2M | 3.81% | −711−0.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 98,837 | $10.2M | 0.52% | −2,626−2.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 98,506 | $10.2M | 2.25% | −6,112−5.8% | Reduced |
| Advanced Asset Management Advisors Inc | 98,441 | $10.1M | 2.71% | 00.0% | Unchanged |
| RFG Advisory, LLC | 98,216 | $10.1M | 0.21% | −13,496−12.1% | Reduced |
| Commerzbank Aktiengesellschaft | 97,880 | $10.1M | 0.21% | −213−0.2% | Reduced |
| Bogart Wealth, LLC | 97,719 | $10.1M | 0.41% | +1,528+1.6% | Added |
| Coston, McIsaac & Partners | 97,626 | $10.1M | 2.40% | −2,723−2.7% | Reduced |
| Compagnie Lombard Odier SCmA | 97,368 | $10.0M | 0.11% | −940−1.0% | Reduced |
| Aaron Wealth Advisors | 96,978 | $9.99M | 0.60% | +29,499+43.7% | Added |
| AlphaCore Capital LLC | 96,976 | $9.99M | 0.34% | +10,213+11.8% | Added |
| Community Bank, N.A. | 96,930 | $9.99M | 1.21% | −2,290−2.3% | Reduced |
| Foundations Investment Advisors, LLC | 96,858 | $9.98M | 0.15% | −63,872−39.7% | Reduced |
| Strategy Asset Managers LLC | 96,783 | $9.97M | 1.79% | +1,875+2.0% | Added |
| Inscription Capital, LLC | 96,765 | $9.97M | 1.07% | +12,891+15.4% | Added |
| PFG Investments, LLC | 96,575 | $9.95M | 0.52% | +634+0.7% | Added |
| SummitTX Capital, L.P. | 96,537 | $9.95M | 0.41% | +42,324+78.1% | Added |
| Hennessy Advisors Inc | 95,800 | $9.87M | 0.34% | −7,500−7.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 95,550 | $9.85M | 0.26% | +19,780+26.1% | Added |
| Dana Investment Advisors, Inc. | 95,477 | $9.84M | 0.29% | −3,324−3.4% | Reduced |
| Opus Investment Management Inc | 95,000 | $9.79M | 6.07% | 00.0% | Unchanged |
| Addenda Capital Inc. | 94,389 | $9.73M | 0.29% | −140.0% | Reduced |
| Diversified Trust Co | 94,372 | $9.73M | 0.19% | −27,560−22.6% | Reduced |
| Mitchell Capital Management Co | 94,088 | $9.70M | 1.66% | +20,412+27.7% | Added |
| WCG Wealth Advisors LLC | 94,013 | $9.69M | 0.61% | +2,804+3.1% | Added |
| Highland Capital Management, LLC | 93,670 | $9.65M | 0.48% | −649−0.7% | Reduced |
| Caliber Wealth Management, LLC | 93,587 | $9.65M | 1.08% | −16,590−15.1% | Reduced |
| Brevan Howard Capital Management LP | 93,268 | $9.61M | 0.14% | −204,267−68.7% | Reduced |
| YHB Investment Advisors, Inc. | 93,229 | $9.61M | 0.70% | +2,731+3.0% | Added |
| Patton Albertson Miller Group, LLC | 93,165 | $9.60M | 1.16% | +789+0.9% | Added |
| National Asset Management, Inc. | 93,059 | $9.59M | 0.46% | −729−0.8% | Reduced |
| Spirepoint Private Client, LLC | 92,733 | $9.56M | 1.00% | +7,386+8.7% | Added |
| Rothschild Investment LLC | 92,603 | $9.54M | 0.54% | +7,196+8.4% | Added |
| Baader Bank INC | 92,599 | $9.54M | 0.79% | −15,422−14.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 92,521 | $9.54M | 0.15% | −4,395−4.5% | Reduced |
| First Interstate Bank | 92,462 | $9.53M | 0.53% | −1,425−1.5% | Reduced |
| BKD Wealth Advisors, LLC | 92,416 | $9.52M | 0.19% | −1,213−1.3% | Reduced |
| Point72 Hong Kong Ltd | 91,834 | $9.46M | 0.44% | +75,965+478.7% | Added |
| NBC Securities, Inc. | 91,350 | $9.41M | 0.72% | −7,940−8.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 91,305 | $9.41M | 2.10% | −187−0.2% | Reduced |
| Chickasaw Capital Management LLC | 91,196 | $9.40M | 0.38% | −199−0.2% | Reduced |
| Colonial Trust Co | 90,959 | $9.37M | 1.26% | +680+0.8% | Added |
| Dakota Wealth Management | 90,196 | $9.30M | 0.19% | −10,681−10.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 90,137 | $9.29M | 3.09% | −425−0.5% | Reduced |
| Bridges Investment Management Inc | 90,035 | $9.28M | 0.12% | +3,265+3.8% | Added |
| Alerus Financial NA | 89,806 | $9.26M | 0.47% | +19,975+28.6% | Added |
| Tower Research Capital LLC (TRC) | 89,804 | $9.26M | 0.26% | −17,643−16.4% | Reduced |
| United Capital Management of KS, Inc. | 89,735 | $9.25M | 1.26% | +1,345+1.5% | Added |
| Spring Capital Management, LLC | 89,553 | $9.23M | 4.52% | +2,060+2.4% | Added |
| Schnieders Capital Management, LLC. | 89,541 | $9.23M | 1.65% | +89,541 | New |
| Berger Financial Group, Inc | 89,203 | $9.19M | 0.55% | −68−0.1% | Reduced |
| Busey Wealth Management | 88,818 | $9.15M | 0.26% | −2,006−2.2% | Reduced |
| Financial Advisory Service, Inc. | 88,687 | $9.14M | 0.62% | +2,500+2.9% | Added |
| Sargent Investment Group, LLC | 88,209 | $9.09M | 1.30% | +3,780+4.5% | Added |
| Tyche Wealth Partners LLC | 87,340 | $9.00M | 1.58% | +952+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 87,321 | $9.00M | 0.33% | −2,314−2.6% | Reduced |
| Constitution Capital LLC | 86,951 | $8.96M | 4.19% | −3,130−3.5% | Reduced |
| Baugh & Associates, LLC | 93,813 | $8.95M | 4.45% | −2,121−2.2% | Reduced |
| Oddo BHF Asset Management SAS | 86,768 | $8.94M | 0.34% | +1,085+1.3% | Added |
| Change Path, LLC | 86,539 | $8.92M | 0.22% | −4,430−4.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 86,454 | $8.91M | 1.29% | +84,653+4,700.3% | Added |
| Capital Investment Counsel, LLC | 86,145 | $8.88M | 1.31% | −1,836−2.1% | Reduced |
| Annandale Capital, LLC | 86,039 | $8.87M | 1.55% | −108−0.1% | Reduced |
| Gibraltar Capital Management, Inc. | 86,013 | $8.86M | 1.59% | −440−0.5% | Reduced |