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, 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
- +470 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
- 560
- 1,684 more added
- Sold out
- 90
- 1,662 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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 4,320 | $481.0K | 0.04% | −252−5.5% | Reduced |
| Fiducient Advisors LLC | 4,309 | $481.1K | 0.06% | −84−1.9% | Reduced |
| Demars Financial Group, LLC | 4,321 | $481.4K | 0.16% | 00.0% | Unchanged |
| Northwest Financial Advisors | 4,326 | $481.9K | 0.99% | −210−4.6% | Reduced |
| Financial Strategies Group, Inc. | 4,217 | $482.2K | 0.09% | −5−0.1% | Reduced |
| SageOak Financial, LLC | 4,328 | $482.2K | 0.35% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 4,330 | $482.4K | 0.25% | −1,316−23.3% | Reduced |
| Burton Enright Welch | 4,335 | $483.0K | 0.07% | +594+15.9% | Added |
| Ducere Wealth Management LLC | 4,338 | $483.3K | 0.19% | +4,338 | New |
| Bravias Capital Group, LLC | 4,342 | $483.7K | 0.29% | −623−12.5% | Reduced |
| Conservest Capital Advisors, Inc. | 4,344 | $484.0K | 0.04% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 4,348 | $484.4K | 0.15% | −3,026−41.0% | Reduced |
| Coyle Financial Counsel LLC | 4,349 | $484.5K | 0.10% | +412+10.5% | Added |
| Miller Capital Partners, Inc. | 4,350 | $484.6K | 0.25% | +4,350 | New |
| Fiera Capital Corp | 4,356 | $485.3K | 0.00% | −8,642−66.5% | Reduced |
| Morris Financial Concepts, Inc. | 4,361 | $485.9K | 0.17% | −10−0.2% | Reduced |
| CPA Asset Management LLC | 4,365 | $486.3K | 0.17% | +4,365 | New |
| Wealth Analytics Partners, LLC | 4,379 | $487.9K | 0.19% | +4,379 | New |
| VanderPol Investments L.L.C. | 4,384 | $488.4K | 0.93% | −356−7.5% | Reduced |
| Fund Advisors of America Inc | 4,386 | $488.7K | 0.45% | +4,386 | New |
| Fairscale Capital, LLC | 4,378 | $488.7K | 0.32% | +530+13.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 4,394 | $489.5K | 0.09% | +60+1.4% | Added |
| Future Financial Wealth Managment LLC | 4,124 | $489.6K | 0.33% | −26−0.6% | Reduced |
| Armbruster Capital Management, Inc. | 4,395 | $489.6K | 0.08% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4,397 | $489.9K | 0.17% | −155−3.4% | Reduced |
| Broderick Brian C | 4,400 | $490.2K | 0.09% | 00.0% | Unchanged |
| Wexford Capital LP | 4,408 | $491.1K | 0.13% | −3,641−45.2% | Reduced |
| Manhattan West Asset Management, LLC | 4,412 | $491.6K | 0.10% | −49−1.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 4,417 | $492.1K | 0.27% | −2,389−35.1% | Reduced |
| Ticino Wealth | 4,417 | $492.1K | 0.18% | +4,417 | New |
| Signature Equity Partners, LLC | 4,428 | $493.3K | 0.27% | +4,428 | New |
| Pursuit Wealth Strategies, LLC | 4,435 | $494.1K | 0.69% | +4,435 | New |
| Trust Investment Advisors | 4,435 | $494.1K | 0.26% | −423−8.7% | Reduced |
| LifePlan Investment Advisors, Inc. | 4,437 | $494.3K | 0.20% | +535+13.7% | Added |
| Websterrogers Financial Advisors, LLC | 4,438 | $494.5K | 0.14% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 4,449 | $495.7K | 0.41% | +24+0.5% | Added |
| Midwestern Financial, LLC | 4,450 | $495.8K | 0.41% | +151+3.5% | Added |
| Keyvantage Wealth, LLC | 4,453 | $496.1K | 0.21% | −237−5.1% | Reduced |
| Taylor Financial Group, Inc. | 4,460 | $496.9K | 0.29% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 4,477 | $498.8K | 0.07% | −170−3.7% | Reduced |
| J. Team Financial, Inc. | 4,479 | $499.0K | 0.50% | −785−14.9% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 4,481 | $499.2K | 0.16% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 4,485 | $499.7K | 0.31% | −38−0.8% | Reduced |
| Allium Financial Advisors, LLC | 4,489 | $500.1K | 0.40% | −5−0.1% | Reduced |
| Arlington Financial Advisors, LLC | 4,491 | $500.3K | 0.07% | +4,491 | New |
| Green Ridge Wealth Planning LLC | 4,496 | $500.9K | 0.26% | +4,496 | New |
| JTC Employer Solutions Trusteee Ltd | 4,500 | $501.0K | 0.03% | 00.0% | Unchanged |
| Huber Capital Management LLC | 4,500 | $501.3K | 0.07% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,500 | $501.3K | 0.42% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 4,500 | $501.3K | 0.16% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 4,501 | $501.5K | 0.16% | +380+9.2% | Added |
| Orion Investment Co | 4,506 | $502.0K | 0.15% | −150−3.2% | Reduced |
| Noble Wealth Management PBC | 4,511 | $502.6K | 0.25% | +283+6.7% | Added |
| Mainsail Asset Management, LLC | 4,515 | $503.1K | 0.22% | −2,664−37.1% | Reduced |
| Sutton Place Investors LLC | 4,517 | $503.2K | 0.28% | +138+3.2% | Added |
| Keener Financial Planning LLC | 4,531 | $504.0K | 0.22% | +26+0.6% | Added |
| Polymer Capital Management (US) LLC | 4,525 | $504.1K | 0.07% | −2,316−33.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 4,537 | $505.4K | 0.03% | +230+5.3% | Added |
| Sawyer & Company, Inc | 4,541 | $505.9K | 0.18% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 4,546 | $506.5K | 0.27% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,545 | $507.4K | 0.13% | +83+1.9% | Added |
| Stewardship Advisors, LLC | 4,565 | $508.6K | 0.12% | +147+3.3% | Added |
| Anson Capital, Inc. | 4,569 | $509.0K | 0.37% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 4,571 | $509.3K | 0.31% | −20−0.4% | Reduced |
| Evanson Asset Management, LLC | 4,576 | $509.8K | 0.03% | −3,270−41.7% | Reduced |
| Core Wealth Advisors, Inc. | 4,578 | $510.0K | 0.13% | +118+2.6% | Added |
| Del-Sette Capital Management, LLC | 4,581 | $510.4K | 0.31% | −770−14.4% | Reduced |
| Provident Living Financial Services, Inc. | 4,590 | $511.4K | 0.50% | +4,590 | New |
| CarsonAllaria Wealth Management, Ltd. | 4,599 | $512.3K | 0.25% | +11+0.2% | Added |
| Mittelman Wealth Management | 4,616 | $514.3K | 0.33% | +4,616 | New |
| Breakthru Advisory Services, LLC | 4,618 | $514.5K | 0.33% | +132+2.9% | Added |
| Wealthedge Investment Advisors, LLC | 4,618 | $514.6K | 0.19% | −43−0.9% | Reduced |
| Avalon Trust Co | 4,625 | $515.3K | 0.03% | −56−1.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,631 | $516.0K | 0.11% | +381+9.0% | Added |
| FSA Investment Group, LLC | 4,639 | $516.8K | 0.32% | +112+2.5% | Added |
| Cynosure Management, LLC | 4,639 | $516.8K | 0.05% | +4,639 | New |
| TCFG Wealth Management, LLC | 4,636 | $516.8K | 0.20% | −114−2.4% | Reduced |
| Peak Asset Management, LLC | 4,640 | $516.9K | 0.09% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 4,641 | $517.1K | 0.11% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 4,643 | $517.3K | 0.14% | +391+9.2% | Added |
| Axq Capital, LP | 4,647 | $517.7K | 0.12% | +4,647 | New |
| Norway Savings Bank | 4,653 | $518.4K | 0.24% | +253+5.8% | Added |
| Broadway Wealth Solutions, Inc. | 4,664 | $519.6K | 0.28% | −292−5.9% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,668 | $520.1K | 0.11% | −4,208−47.4% | Reduced |
| VSM Wealth Advisory, LLC | 4,652 | $520.5K | 0.16% | +54+1.2% | Added |
| Arlington Trust Co LLC | 4,678 | $521.2K | 0.05% | −19,825−80.9% | Reduced |
| Birchcreek Wealth Management, LLC | 4,682 | $521.6K | 0.26% | −437−8.5% | Reduced |
| Atlas Wealth LLC | 4,689 | $522.4K | 0.16% | 00.0% | Unchanged |
| Optima Capital LLC | 4,692 | $523.7K | 0.23% | +1,006+27.3% | Added |
| Schoolcraft Capital LLC | 4,704 | $524.1K | 0.10% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4,707 | $524.4K | 0.16% | −5,114−52.1% | Reduced |
| Tamar Securities, LLC | 4,713 | $525.1K | 0.06% | −33−0.7% | Reduced |
| Merited Wealth, LLC | 4,725 | $526.4K | 0.49% | +4,725 | New |
| ONE Advisory Partners, LLC | 4,733 | $527.3K | 0.16% | +162+3.5% | Added |
| Beto Financial Group, LLC | 4,252 | $527.5K | 0.36% | +4,252 | New |
| Wiser Wealth Management, Inc | 4,735 | $527.5K | 0.12% | +131+2.8% | Added |
| CBIZ Investment Advisory Services, LLC | 4,744 | $528.5K | 0.02% | +1,193+33.6% | Added |
| Strategies Wealth Advisors, LLC | 4,745 | $528.6K | 0.05% | +146+3.2% | Added |
| New World Advisors LLC | 4,749 | $529.1K | 0.09% | +643+15.7% | Added |
| Tradewinds Capital Management, LLC | 4,752 | $529.4K | 0.11% | 00.0% | Unchanged |