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 |
|---|---|---|---|---|---|
| MPS Loria Financial Planners, LLC | 4,753 | $529.5K | 0.14% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 4,027 | $529.7K | 0.32% | +2,656+193.7% | Added |
| Unique Wealth, LLC | 4,755 | $529.7K | 0.07% | +69+1.5% | Added |
| Cogent Private Wealth, Inc. | 4,755 | $529.8K | 0.40% | +4,755 | New |
| Running Point Capital Advisors, LLC | 4,756 | $529.9K | 0.14% | −791−14.3% | Reduced |
| Vantage Financial Partners, LLC | 4,757 | $530.0K | 0.11% | 00.0% | Unchanged |
| Wagner Wealth Management, Corp | 4,764 | $530.8K | 0.52% | +4,764 | New |
| M.E. Allison & Co., Inc. | 4,765 | $530.9K | 0.36% | −5−0.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 4,768 | $531.3K | 0.17% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 4,770 | $531.4K | 0.06% | −70−1.4% | Reduced |
| Parrish Capital LLC | 4,783 | $532.9K | 0.48% | +4,783 | New |
| AXS Investments LLC | 4,787 | $533.3K | 0.18% | −790−14.2% | Reduced |
| Two West Capital Advisors LLC | 4,791 | $533.7K | 0.31% | +24+0.5% | Added |
| Firestone Capital Management | 4,797 | $534.4K | 0.11% | +36+0.8% | Added |
| Treasure Coast Financial Planning | 4,800 | $534.8K | 0.28% | −216−4.3% | Reduced |
| National Philanthropic Trust | 4,801 | $534.9K | 0.01% | +1,508+45.8% | Added |
| Tealwood Asset Management Inc | 4,800 | $535.0K | 0.24% | −138−2.8% | Reduced |
| Principal Street Partners, LLC | 4,803 | $535.1K | 0.09% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 4,793 | $535.1K | 0.09% | 00.0% | Unchanged |
| WorthPointe, LLC | 4,810 | $535.9K | 0.14% | +514+12.0% | Added |
| Pictet & Cie (Europe) SA | 4,812 | $536.1K | 0.01% | +2,800+139.2% | Added |
| Lynch Investment Planning, LLC | 4,811 | $537.1K | 0.51% | +4,811 | New |
| Verisail Partners, LLC | 4,836 | $538.8K | 0.22% | 00.0% | Unchanged |
| RVW Wealth, LLC | 4,842 | $539.4K | 0.04% | +300+6.6% | Added |
| Intelligent Financial Strategies | 4,845 | $540.9K | 0.26% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 4,864 | $541.9K | 0.35% | −360−6.9% | Reduced |
| Avantra Family Wealth, Inc. | 4,874 | $543.0K | 0.39% | 00.0% | Unchanged |
| First Growth Capital LLC | 4,221 | $543.5K | 0.48% | +4,221 | New |
| SMART Wealth LLC | 4,890 | $544.7K | 0.17% | −215−4.2% | Reduced |
| Cache Advisors, LLC | 4,890 | $544.8K | 0.07% | +4,890 | New |
| Inman Jager Wealth Management, LLC | 4,892 | $545.0K | 0.33% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 4,897 | $545.5K | 0.40% | −441−8.3% | Reduced |
| Echo45 Advisors LLC | 4,898 | $545.7K | 0.31% | −163−3.2% | Reduced |
| Split Rock Private Trading & Wealth Management, LLC | 4,906 | $546.6K | 0.44% | +4,906 | New |
| Natural Investments, LLC | 4,913 | $547.0K | 0.14% | −659−11.8% | Reduced |
| Custom Index Systems, LLC | 4,910 | $547.0K | 0.24% | −2,736−35.8% | Reduced |
| Campion Asset Management LLC | 4,912 | $547.2K | 0.38% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 4,915 | $547.6K | 0.05% | +178+3.8% | Added |
| TRUE Private Wealth Advisors | 4,918 | $547.9K | 0.05% | −100−2.0% | Reduced |
| Mason & Associates Inc | 4,932 | $549.5K | 0.10% | +1,433+41.0% | Added |
| Gordian Advisors LLC | 4,940 | $550.4K | 0.36% | 00.0% | Unchanged |
| Elite Life Management LLC | 4,197 | $550.6K | 0.89% | +2,214+111.6% | Added |
| Stordahl Capital Management, Inc. | 4,947 | $551.1K | 0.11% | −163−3.2% | Reduced |
| Strategic Wealth Designers | 4,950 | $551.5K | 0.07% | −2,217−30.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,950 | $551.5K | 0.26% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 4,955 | $552.0K | 0.40% | +89+1.8% | Added |
| Independent Wealth Network Inc. | 4,958 | $552.4K | 0.17% | −1,029−17.2% | Reduced |
| Prota Financial, LLC | 4,961 | $552.7K | 0.40% | +4,961 | New |
| One Wealth Advisors, LLC | 4,964 | $553.0K | 0.07% | +10.0% | Added |
| IKE Capital, LLC | 4,965 | $553.2K | 0.48% | +4,965 | New |
| Aviso Financial Inc. | 4,991 | $556.0K | 0.02% | −5,336−51.7% | Reduced |
| Sierra Summit Advisors LLC | 4,995 | $556.5K | 0.09% | +195+4.1% | Added |
| Key Financial Inc | 4,997 | $556.7K | 0.10% | +400+8.7% | Added |
| Bramshill Investments, LLC | 5,000 | $557.0K | 0.03% | +2,500+100.0% | Added |
| RNC Capital Management LLC | 5,002 | $557.3K | 0.03% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 5,002 | $557.3K | 0.30% | −394−7.3% | Reduced |
| Michael Brady & Co., LLC | 5,005 | $557.6K | 0.56% | +5,005 | New |
| CDKV Holdings LLC | 5,006 | $557.8K | 0.48% | +5,006 | New |
| Chancellor Financial Group WB LP | 5,008 | $558.0K | 0.38% | +335+7.2% | Added |
| Merrion Investment Management Co, LLC | 5,000 | $558.2K | 0.30% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 5,011 | $558.3K | 0.16% | +23+0.5% | Added |
| Xxi Wealth, LLC | 5,012 | $558.4K | 0.34% | +5,012 | New |
| Mosley Wealth Management | 5,427 | $558.5K | 0.26% | +5,427 | New |
| Hanlon Investment Management, Inc. | 5,015 | $558.7K | 0.31% | +1,049+26.4% | Added |
| Sylvest Advisors, LLC | 5,024 | $559.7K | 0.30% | −110−2.1% | Reduced |
| Renaissance Investment Group LLC | 5,025 | $559.8K | 0.11% | 00.0% | Unchanged |
| Encompass More Asset Management | 5,026 | $559.9K | 0.10% | −890−15.0% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 5,031 | $560.5K | 0.32% | +247+5.2% | Added |
| CLG LLC | 5,034 | $560.8K | 0.14% | +10+0.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,034 | $560.8K | 0.02% | −59−1.2% | Reduced |
| Eclectic Associates Inc | 5,042 | $561.8K | 0.09% | +650+14.8% | Added |
| Fidelity D & D Bancorp Inc | 5,043 | $561.8K | 0.24% | −150−2.9% | Reduced |
| Pacitti Group Inc. | 5,045 | $562.4K | 0.21% | +100+2.0% | Added |
| Copley Financial Group, Inc. | 5,050 | $562.6K | 0.35% | −312−5.8% | Reduced |
| Alchemi Wealth, LLC | 5,053 | $563.1K | 0.31% | +5,053 | New |
| Southland Equity Partners LLC | 5,055 | $563.2K | 0.11% | −9−0.2% | Reduced |
| Safe Harbor Wealth Advisors, LLC | 4,224 | $564.5K | 0.55% | +4,224 | New |
| Millstone Evans Group, LLC | 5,071 | $565.0K | 0.33% | −129−2.5% | Reduced |
| Hiley Hunt Wealth Management | 5,077 | $565.6K | 0.25% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 5,087 | $566.8K | 0.08% | +532+11.7% | Added |
| Apriem Advisors | 5,091 | $567.2K | 0.05% | −430−7.8% | Reduced |
| Nelson Capital Management, LLC | 5,093 | $567.4K | 0.07% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 5,097 | $567.8K | 0.35% | −500−8.9% | Reduced |
| Blueshift Asset Management, LLC | 5,105 | $568.7K | 0.16% | +5,105 | New |
| Horst & Graben Wealth Management LLC | 5,114 | $569.8K | 0.09% | −3−0.1% | Reduced |
| Intelligence Driven Advisers, LLC | 5,117 | $570.1K | 0.08% | +315+6.6% | Added |
| MinichMacGregor Wealth Management, LLC | 5,103 | $571.5K | 0.10% | −150−2.9% | Reduced |
| Davies Financial Advisors, Inc. | 5,137 | $572.3K | 1.06% | −11,833−69.7% | Reduced |
| Inceptionr LLC | 5,147 | $573.4K | 0.16% | +5,147 | New |
| PharVision Advisers, LLC | 5,150 | $573.8K | 0.29% | +3,180+161.4% | Added |
| Chesley Taft & Associates LLC | 5,151 | $573.9K | 0.02% | +235+4.8% | Added |
| Burns J W & Co Inc | 5,162 | $575.1K | 0.06% | +58+1.1% | Added |
| Ballew Advisors, Inc | 4,778 | $575.1K | 0.32% | −190−3.8% | Reduced |
| Mokosak Advisory Group, LLC | 5,174 | $576.5K | 0.14% | −67−1.3% | Reduced |
| Eagle Strategies LLC | 5,179 | $577.0K | 0.07% | +372+7.7% | Added |
| GSG Advisors LLC | 5,181 | $577.2K | 0.15% | +479+10.2% | Added |
| Bluesphere Advisors, LLC | 5,184 | $577.6K | 0.26% | +14+0.3% | Added |
| Yarger Wealth Strategies, LLC | 5,190 | $578.2K | 0.25% | +517+11.1% | Added |
| Intrepid Financial Planning Group LLC | 5,195 | $578.8K | 0.22% | +44+0.9% | Added |
| Curio Wealth, LLC | 5,191 | $579.4K | 0.21% | +176+3.5% | Added |