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, 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
- 4,415
- +469 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
- 559
- 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 | 4,426 | $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, 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 |
|---|---|---|---|---|---|
| Acima Private Wealth, LLC | 3,900 | $434.5K | 0.13% | 00.0% | Unchanged |
| Curat Global, LLC | 3,906 | $435.2K | 0.48% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3,915 | $436.2K | 0.04% | +105+2.8% | Added |
| Glass Wealth Management Co LLC | 3,919 | $436.6K | 0.18% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,922 | $436.9K | 0.08% | +7+0.2% | Added |
| First National Bank Sioux Falls | 3,942 | $439.2K | 0.13% | −570−12.6% | Reduced |
| Pembroke Management, LTD | 3,951 | $440.1K | 0.05% | +1,523+62.7% | Added |
| WealthBridge Capital Management, LLC | 3,957 | $440.9K | 0.10% | −23−0.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,958 | $441.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 3,972 | $442.5K | 0.07% | +3,972 | New |
| ERn Financial, LLC | 3,972 | $442.5K | 0.08% | −69−1.7% | Reduced |
| CM Wealth Advisors LLC | 3,965 | $442.7K | 0.10% | +3,965 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 3,980 | $443.4K | 0.23% | +3,980 | New |
| Rinkey Investments | 3,981 | $443.5K | 0.11% | 00.0% | Unchanged |
| Centerline Wealth Advisors, LLC | 3,983 | $443.8K | 0.16% | +204+5.4% | Added |
| ETF Store, Inc. | 3,986 | $444.0K | 0.45% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 3,986 | $444.1K | 0.10% | +1,209+43.5% | Added |
| Waycross Partners, LLC | 4,000 | $445.6K | 0.04% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 4,001 | $445.8K | 0.03% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 4,005 | $446.2K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4,007 | $446.4K | 0.07% | +409+11.4% | Added |
| Coastal Investment Advisors, Inc. | 4,008 | $446.5K | 0.15% | −45−1.1% | Reduced |
| Alpha Zero LLC | 4,008 | $446.5K | 0.24% | −107−2.6% | Reduced |
| Alternative Investment Advisors, LLC. | 4,010 | $446.8K | 0.19% | −7−0.2% | Reduced |
| Canandaigua National Trust Co of Florida | 4,013 | $447.1K | 0.28% | 00.0% | Unchanged |
| Bank Hapoalim BM | 4,025 | $448.0K | 0.04% | −165−3.9% | Reduced |
| Southern Financial Group, LLC | 4,026 | $448.5K | 0.13% | +4,026 | New |
| Elm Partners Management LLC | 4,032 | $449.2K | 0.02% | +250+6.6% | Added |
| Custos Family Office, LLC | 4,037 | $449.8K | 0.31% | −84−2.0% | Reduced |
| Financial Freedom, LLC | 4,037 | $449.8K | 0.22% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,040 | $450.1K | 0.16% | +108+2.7% | Added |
| Founders Capital Management | 4,048 | $451.0K | 0.23% | −182−4.3% | Reduced |
| Finward Bancorp | 4,059 | $452.2K | 0.35% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,069 | $453.3K | 0.04% | −98−2.4% | Reduced |
| Lynx Investment Advisory | 4,071 | $453.5K | 0.25% | −8−0.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,080 | $454.5K | 0.32% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 4,085 | $455.1K | 0.31% | −550−11.9% | Reduced |
| McCartney Wealth Management LLC | 4,078 | $455.3K | 0.39% | +4,078 | New |
| Hoge Financial Services, LLC | 4,087 | $455.3K | 0.25% | +249+6.5% | Added |
| Eagle Wealth Advisors LLC | 4,081 | $455.6K | 0.39% | +4,081 | New |
| Vance Wealth, Inc. | 4,082 | $455.7K | 0.14% | −478−10.5% | Reduced |
| Vista Capital Partners, Inc. | 4,093 | $456.0K | 0.05% | +942+29.9% | Added |
| Fermata Advisors, LLC | 4,097 | $456.5K | 0.11% | +70+1.7% | Added |
| Spahn Wealth & Retirement LLC | 4,098 | $456.6K | 0.28% | 00.0% | Unchanged |
| Clean Yield Group | 4,101 | $456.9K | 0.13% | 00.0% | Unchanged |
| Seascape Capital Management | 4,098 | $457.0K | 0.13% | −278−6.4% | Reduced |
| Crew Capital Management, Ltd. | 4,107 | $457.6K | 0.29% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 4,111 | $458.0K | 0.14% | −165−3.9% | Reduced |
| Fig Financial Advisory Services Inc | 4,125 | $459.6K | 0.29% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 4,133 | $460.5K | 0.14% | +155+3.9% | Added |
| Iron Financial, LLC | 4,134 | $460.5K | 0.21% | −10.0% | Reduced |
| Capital Management Associates, Inc | 4,138 | $461.0K | 0.10% | −285−6.4% | Reduced |
| Acorn Creek Capital LLC | 4,141 | $461.4K | 0.17% | +122+3.0% | Added |
| Towercrest Capital Management | 4,156 | $463.0K | 0.07% | 00.0% | Unchanged |
| Family Wealth Partners, LLC | 4,159 | $463.4K | 0.17% | +28+0.7% | Added |
| ASL Financial, LLC | 4,161 | $463.6K | 0.36% | +4,161 | New |
| Eagle Capital Management, LLC | 4,167 | $464.0K | 0.17% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 4,167 | $464.3K | 0.05% | +1,971+89.8% | Added |
| Ariadne Wealth Management, LP | 3,474 | $464.3K | 0.19% | +166+5.0% | Added |
| Financial Perspectives, Inc | 4,168 | $464.3K | 0.13% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 4,173 | $464.9K | 0.17% | +130+3.2% | Added |
| Financial Enhancement Group LLC | 3,896 | $465.0K | 0.06% | +48+1.2% | Added |
| Innova Wealth Partners | 4,179 | $465.6K | 0.23% | +273+7.0% | Added |
| Alaethes Wealth LLC | 4,173 | $465.9K | 0.13% | +23+0.6% | Added |
| STAR Financial Bank | 4,191 | $466.9K | 0.24% | −1,431−25.5% | Reduced |
| Arsenal Capital Advisors LLC | 4,185 | $467.2K | 0.33% | +4,185 | New |
| Joseph P. Lucia & Associates, LLC | 4,196 | $467.5K | 0.17% | +809+23.9% | Added |
| Capital Advisors, Ltd. LLC | 4,211 | $469.0K | 0.06% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 4,209 | $469.2K | 0.30% | 00.0% | Unchanged |
| Bucket List Wealth Management, LLC | 4,211 | $469.3K | 0.28% | +4,211 | New |
| Liberty Square Wealth Partners LLC | 4,216 | $469.7K | 0.13% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,220 | $470.1K | 0.03% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 4,229 | $471.2K | 0.09% | −223−5.0% | Reduced |
| Financial Harvest, LLC | 4,233 | $471.6K | 0.29% | +1,609+61.3% | Added |
| Longview Financial Advisors, Inc. | 4,245 | $472.9K | 0.32% | −1,105−20.7% | Reduced |
| Fonville Wealth Management LLC | 4,246 | $473.1K | 0.10% | +99+2.4% | Added |
| Blom & Howell Financial Planning, Inc. | 4,247 | $473.2K | 0.47% | +4,247 | New |
| Stembrook Asset Management, LLC | 4,257 | $474.3K | 0.45% | +4,257 | New |
| Latitude Advisors, LLC | 4,259 | $474.5K | 0.21% | −19−0.4% | Reduced |
| Redwood Family Wealth LLC | 4,259 | $474.5K | 0.47% | +4,259 | New |
| Oath Planning, LLC | 4,260 | $474.5K | 0.47% | +4,260 | New |
| BlueChip Wealth Advisors LLC | 4,260 | $474.6K | 0.20% | −105−2.4% | Reduced |
| Menard Financial Group LLC | 4,260 | $474.7K | 0.33% | +2,020+90.2% | Added |
| Horizon Investment Services, LLC | 4,261 | $474.8K | 0.17% | +396+10.2% | Added |
| ELCO Management Co., LLC | 4,268 | $475.5K | 0.30% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 4,260 | $475.6K | 0.30% | −240−5.3% | Reduced |
| Bearing Point Capital, LLC | 4,272 | $475.9K | 0.07% | +290+7.3% | Added |
| Granite FO LLC | 4,275 | $476.3K | 0.25% | −114−2.6% | Reduced |
| Wealth Group Ltd | 4,279 | $476.7K | 0.11% | −376−8.1% | Reduced |
| Lifestyle Asset Management, Inc. | 4,279 | $476.7K | 0.16% | +142+3.4% | Added |
| Compass Wealth Management, LLC | 4,285 | $477.5K | 0.20% | +107+2.6% | Added |
| Austin Wealth Management, LLC | 4,226 | $477.9K | 0.07% | +275+7.0% | Added |
| Sar Wealth Management Group, LLC | 4,289 | $477.9K | 0.26% | +924+27.5% | Added |
| Palisades Hudson Asset Management, L.P. | 4,290 | $478.0K | 0.19% | +505+13.3% | Added |
| Odyssey Capital Advisors, Inc. | 4,303 | $479.4K | 0.43% | +4,303 | New |
| Townsend Asset Management Corp | 4,303 | $479.4K | 0.17% | +15+0.3% | Added |
| Family Investment Center, Inc. | 4,305 | $479.6K | 0.10% | −4−0.1% | Reduced |
| Talbot Financial, LLC | 4,308 | $480.0K | 0.04% | +1,563+56.9% | Added |
| Wright Wealth LLC | 4,312 | $480.4K | 0.31% | +4,312 | New |
| LVM Capital Management Ltd | 4,320 | $481.0K | 0.04% | −252−5.5% | Reduced |