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; 4,425 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, Q4 2025
Institutional positions in Walmart Inc. as of Dec 31, 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
- 4,414
- +468 vs. Q3 2025
- Shares held
- 2.92B
- +130.1M (+4.7%) vs. Q3 2025
- Total value
- $325.6B
- +$37.7B (+13.1%) vs. Q3 2025
- New holders
- 558
- 1,684 more added
- Sold out
- 90
- 1,663 more reduced
85 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chelsea Counsel Co | 4 | $446 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 12 | $1.34K | 0.02% | +6+100.0% | Added |
| Cresta Advisors, Ltd. | 12 | $1.34K | 0.00% | +12 | New |
| Bridge Generations Wealth Management LLC | 15 | $1.67K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 21 | $2.34K | 0.00% | +21 | New |
| Insight Financial Services | 30 | $3.34K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 36 | $4.01K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 38 | $4.23K | 0.00% | +14+58.3% | Added |
| Navigoe, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 45 | $5.01K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 50 | $5.57K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 55 | $6.13K | 0.00% | +55 | New |
| Friedenthal Financial | 60 | $6.63K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 63 | $7.06K | 0.01% | +63 | New |
| Innovative Advisory Group, LLC | 65 | $7.21K | 0.00% | −96−59.6% | Reduced |
| Redwood Park Advisors LLC | 66 | $7.39K | 0.01% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 68 | $7.58K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 72 | $8.02K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 82 | $9.14K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 82 | $9.23K | 0.00% | +48+141.2% | Added |
| Cornerstone National Bank & Trust Co | 84 | $9.36K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 87 | $9.69K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 87 | $9.77K | 0.00% | 00.0% | Unchanged |
| QVR LLC | 89 | $9.91K | 0.01% | −9,448−99.1% | Reduced |
| O'Brien Wealth Partners LLC | 95 | $10.6K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $11.1K | 0.01% | 00.0% | Unchanged |
| Atomic Invest LLC | 100 | $11.2K | 0.01% | +100 | New |
| PayPay Securities Corp | 103 | $11.5K | 0.34% | +19+22.6% | Added |
| Phillip James Consulting Co. | 111 | $13.0K | 0.23% | +111 | New |
| Wells Financial Advisors INC | 119 | $13.3K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 120 | $13.4K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 123 | $13.7K | 0.00% | −48−28.1% | Reduced |
| Seneschal Advisors, LLC | 136 | $15.2K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 139 | $15.5K | 0.00% | −37,734−99.6% | Reduced |
| Westfuller Advisors, LLC | 142 | $15.8K | 0.01% | −21−12.9% | Reduced |
| First Pacific Financial | 144 | $16.1K | 0.00% | +6+4.3% | Added |
| CFG Wealth Management Services, Inc. | 150 | $16.7K | 0.02% | +150 | New |
| Bear Mountain Capital, Inc. | 151 | $18.1K | 0.01% | −22−12.7% | Reduced |
| Your Advocates Ltd., LLP | 168 | $18.7K | 0.01% | −100−37.3% | Reduced |
| Fairway Wealth LLC | 172 | $19.2K | 0.01% | +79+84.9% | Added |
| Comprehensive Financial Planning, Inc. | 181 | $20.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 204 | $22.7K | 0.01% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 214 | $23.8K | 0.02% | +214 | New |
| Evolution Wealth Management Inc. | 219 | $24.4K | 0.02% | −99−31.1% | Reduced |
| DecisionPoint Financial, LLC | 219 | $24.4K | 0.01% | +180+461.5% | Added |
| WFA of San Diego, LLC | 222 | $24.7K | 0.02% | 00.0% | Unchanged |
| Lipe & Dalton | 224 | $25.0K | 0.01% | +14+6.7% | Added |
| Park Square Financial Group, LLC | 290 | $26.2K | 0.16% | +62+27.2% | Added |
| Copia Wealth Management | 236 | $26.3K | 0.02% | −45−16.0% | Reduced |
| Access Investment Management LLC | 261 | $26.9K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 242 | $27.0K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 245 | $27.3K | 0.02% | +245 | New |
| Collier Financial | 245 | $27.4K | 0.02% | −1−0.4% | Reduced |
| Horizon Bancorp Inc | 247 | $28.0K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 255 | $28.4K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 261 | $29.1K | 0.02% | +27+11.5% | Added |
| Clal Insurance Enterprises Holdings Ltd | 267 | $30.0K | 0.00% | −49−15.5% | Reduced |
| Beacon Financial Strategies CORP | 270 | $30.1K | 0.02% | +270 | New |
| POM Investment Strategies, LLC | 286 | $31.9K | 0.02% | +30+11.7% | Added |
| Redmont Wealth Advisors LLC | 288 | $32.1K | 0.05% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 288 | $32.1K | 0.01% | +105+57.4% | Added |
| Clayton Financial Group LLC | 293 | $32.6K | 0.02% | +193+193.0% | Added |
| PMV Capital Advisers, LLC | 300 | $33.4K | 0.06% | 00.0% | Unchanged |
| Pingora Partners LLC | 300 | $33.4K | 0.02% | 00.0% | Unchanged |
| Copos Capital S.a r.l. | 302 | $33.6K | 0.02% | +302 | New |
| Motiv8 Investments LLC | 309 | $34.0K | 0.02% | +309 | New |
| Glass Jacobson Investment Advisors llc | 307 | $34.2K | 0.01% | −3−1.0% | Reduced |
| Osbon Capital Management LLC | 324 | $36.1K | 0.03% | +324 | New |
| Tower Trust & Investment Co | 333 | $37.1K | 0.02% | +333 | New |
| Sankala Group LLC | 295 | $37.8K | 0.03% | +295 | New |
| Blueline Advisors LLC | 345 | $38.4K | 0.03% | +345 | New |
| Quarry LP | 348 | $38.8K | 0.01% | −3,589−91.2% | Reduced |
| Eq Wealth Advisors, LLC | 370 | $41.2K | 0.02% | +370 | New |
| PFS Partners, LLC | 371 | $41.3K | 0.02% | +23+6.6% | Added |
| Kerr Financial Planning Corp | 328 | $41.8K | 0.06% | +200+156.3% | Added |
| Horizon Financial Services, LLC | 390 | $43.5K | 0.02% | +57+17.1% | Added |
| Hoese & Co LLP | 405 | $45.1K | 0.03% | 00.0% | Unchanged |
| LM Advisors LLC | 5,125 | $45.9K | 0.93% | −41,190−88.9% | Reduced |
| Hara Capital LLC | 420 | $46.9K | 0.03% | −36−7.9% | Reduced |
| Islay Capital Management, LLC | 450 | $50.1K | 0.03% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 453 | $50.5K | 0.05% | +453 | New |
| Paladin Partners, LLC | 465 | $51.8K | 0.04% | +465 | New |
| Harbor Asset Planning, Inc. | 468 | $52.1K | 0.04% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 480 | $53.5K | 0.04% | +480 | New |
| Team Financial Group, LLC | 483 | $53.8K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 489 | $54.6K | 0.03% | +132+37.0% | Added |
| Joseph Group Capital Management | 501 | $55.8K | 0.01% | +501 | New |
| Turning Point Benefit Group, Inc. | 510 | $56.8K | 0.03% | +2+0.4% | Added |
| IAG Wealth Partners, LLC | 512 | $57.0K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 515 | $57.4K | 0.02% | +201+64.0% | Added |
| Longview Financial Advisors LLC | 542 | $60.4K | 0.03% | +23+4.4% | Added |
| Matrix Trust Co | 547 | $61.0K | 0.01% | +91+20.0% | Added |
| Tanglewood Legacy Advisors, LLC | 549 | $61.2K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 551 | $61.4K | 0.04% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 554 | $61.7K | 0.02% | −432−43.8% | Reduced |
| Nexus Investment Management ULC | 555 | $61.8K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 567 | $63.2K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 571 | $63.6K | 0.02% | +571 | New |
| Fountainhead AM, LLC | 574 | $64.0K | 0.09% | −1,970−77.4% | Reduced |
| Ankerstar Wealth, LLC | 574 | $64.0K | 0.06% | +574 | New |