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 |
|---|---|---|---|---|---|
| Stegent Equity Advisors, Inc. | 5,206 | $580.0K | 0.45% | +179+3.6% | Added |
| New England Research & Management, Inc. | 5,217 | $581.2K | 0.25% | −382−6.8% | Reduced |
| Motive Wealth Advisors | 5,219 | $581.4K | 0.25% | −27−0.5% | Reduced |
| Clarendon Private LLC | 5,222 | $581.8K | 0.49% | +136+2.7% | Added |
| Brown Financial Advisory | 5,226 | $582.3K | 0.29% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 5,231 | $582.8K | 0.21% | +576+12.4% | Added |
| Burling Wealth Partners, LLC | 5,245 | $584.4K | 0.09% | +1,871+55.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 5,245 | $584.4K | 0.04% | −103−1.9% | Reduced |
| MBA Advisors LLC | 5,247 | $584.6K | 0.24% | +79+1.5% | Added |
| Evermay Wealth Management LLC | 5,258 | $585.8K | 0.07% | −517−9.0% | Reduced |
| Bright Financial Advisors, Inc. | 5,268 | $586.9K | 0.28% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 5,285 | $588.8K | 0.03% | +2,868+118.7% | Added |
| Sequent Planning LLC | 5,304 | $590.9K | 0.15% | +1,938+57.6% | Added |
| Tillman Hartley LLC | 5,308 | $591.4K | 0.15% | +1,143+27.4% | Added |
| Westbourne Investments, Inc. | 5,317 | $592.4K | 0.28% | +1,232+30.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 5,328 | $593.6K | 0.10% | −21−0.4% | Reduced |
| Greenberg Financial Group | 5,329 | $593.7K | 0.24% | +5,329 | New |
| Hoxton Planning & Management, LLC | 5,333 | $594.1K | 0.18% | +97+1.9% | Added |
| Goepper Burkhardt LLC | 5,339 | $594.8K | 0.19% | −162−2.9% | Reduced |
| Sageworth Trust Co | 5,347 | $595.7K | 0.03% | −14,196−72.6% | Reduced |
| Avion Wealth | 5,353 | $596.0K | 0.13% | −116−2.1% | Reduced |
| Northbridge Financial Group, LLC | 5,353 | $596.4K | 0.27% | +5,353 | New |
| Bridgefront Capital, LLC | 5,360 | $597.2K | 0.15% | +5,360 | New |
| StoryOne LLC | 0 | $598.8K | 0.36% | 0 | New |
| Marin Bay Wealth Advisors, LLC | 5,382 | $599.4K | 0.34% | +5,382 | New |
| Global X Japan Co., Ltd. | 5,389 | $600.4K | 0.05% | −963−15.2% | Reduced |
| Warburton Capital Management, LLC | 5,397 | $601.0K | 0.34% | +78+1.5% | Added |
| Vines Capital Management, LLC | 5,399 | $601.5K | 0.59% | +5,399 | New |
| Suncoast Equity Management | 5,402 | $601.8K | 0.06% | −150−2.7% | Reduced |
| Family Wealth Group, LLC | 5,402 | $601.8K | 0.38% | −379−6.6% | Reduced |
| Trust Co of Kansas | 5,403 | $602.0K | 0.28% | 00.0% | Unchanged |
| Unify Financial Advisors | 5,410 | $602.7K | 0.63% | +5,410 | New |
| LeConte Wealth Management, LLC | 5,411 | $602.8K | 0.39% | +478+9.7% | Added |
| RMG Wealth Management LLC | 5,102 | $603.9K | 0.08% | −181−3.4% | Reduced |
| WPWealth LLP | 5,424 | $604.3K | 0.09% | +655+13.7% | Added |
| Investment Partners Asset Management, Inc. | 5,427 | $604.6K | 0.38% | −37−0.7% | Reduced |
| AGH Wealth Advisors, LLC | 5,430 | $605.0K | 0.45% | −891−14.1% | Reduced |
| Wood Tarver Financial Group, LLC | 5,433 | $605.0K | 0.17% | +24+0.4% | Added |
| Elser Financial Planning, Inc | 5,433 | $605.3K | 0.44% | +3,040+127.0% | Added |
| GSB Wealth Management, LLC | 5,434 | $605.4K | 0.14% | +666+14.0% | Added |
| Pullen Investment Management, LLC | 5,438 | $605.8K | 0.32% | +99+1.9% | Added |
| McIlrath & Eck, LLC | 5,438 | $605.9K | 0.06% | +1,825+50.5% | Added |
| FreeGulliver LLC | 5,439 | $606.0K | 0.27% | −106−1.9% | Reduced |
| Access Financial Services, Inc. | 5,447 | $606.9K | 0.22% | −300−5.2% | Reduced |
| Channel Wealth LLC | 5,474 | $609.9K | 0.15% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 5,474 | $609.9K | 0.31% | −200−3.5% | Reduced |
| Whelan Financial | 5,482 | $610.7K | 0.19% | −119−2.1% | Reduced |
| Parkway Wealth Management Group, LLC | 5,494 | $612.1K | 0.08% | +5,494 | New |
| Pine Haven Investment Counsel, Inc | 5,507 | $613.6K | 0.44% | +405+7.9% | Added |
| Redwood Wealth Management Group, LLC | 5,520 | $615.0K | 0.26% | −157−2.8% | Reduced |
| Stokes Capital Advisors, LLC | 5,524 | $615.4K | 0.14% | +5,524 | New |
| Shotwell Rutter Baer Inc | 5,449 | $616.1K | 0.37% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 5,525 | $616.8K | 0.09% | +117+2.2% | Added |
| Worth Asset Management, LLC | 5,540 | $617.2K | 0.26% | +572+11.5% | Added |
| Consilio Wealth Advisors, LLC | 5,545 | $617.8K | 0.18% | −68−1.2% | Reduced |
| Bay Capital Advisors, LLC | 5,547 | $618.0K | 0.38% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 5,550 | $618.3K | 0.21% | +5,550 | New |
| LeClair Wealth Partners LLC | 5,565 | $620.0K | 0.36% | +66+1.2% | Added |
| American Institute for Advanced Investment Management, LLP | 5,565 | $620.0K | 0.40% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 5,566 | $620.1K | 0.39% | +1,100+24.6% | Added |
| Oxford Wealth Group, LLC | 5,567 | $620.2K | 0.30% | +5,567 | New |
| Wheelhouse Advisory Group LLC | 5,541 | $620.2K | 0.24% | +546+10.9% | Added |
| Brogan Financial, Inc. | 5,567 | $620.3K | 0.27% | −1,048−15.8% | Reduced |
| Sicart Associates LLC | 5,573 | $620.9K | 0.16% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 5,579 | $621.6K | 0.04% | −1,623−22.5% | Reduced |
| Meredith Wealth Planning | 5,580 | $621.7K | 0.19% | −977−14.9% | Reduced |
| Johnson & White Wealth Management, LLC | 5,583 | $622.0K | 0.27% | −10−0.2% | Reduced |
| Financial Insights, Inc. | 5,585 | $622.2K | 0.21% | −1,000−15.2% | Reduced |
| Planning Directions Inc | 5,587 | $622.5K | 0.31% | 00.0% | Unchanged |
| Strategic Planning, Inc. | 5,589 | $622.7K | 0.34% | −10−0.2% | Reduced |
| Evolution Wealth Advisors, LLC | 5,593 | $623.1K | 0.06% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 5,600 | $623.9K | 0.12% | +5,600 | New |
| Navis Wealth Advisors, LLC | 5,600 | $623.9K | 0.26% | +5,600 | New |
| Partners Wealth Management, LLC | 5,605 | $624.4K | 0.65% | −100−1.8% | Reduced |
| Investment Advisory Group, LLC | 5,605 | $624.5K | 0.16% | +47+0.8% | Added |
| Game Plan Financial Advisors, LLC | 5,614 | $625.5K | 0.25% | −364−6.1% | Reduced |
| Sun Financial Inc | 5,617 | $625.8K | 0.35% | +5,617 | New |
| August Group Capital Ltd | 5,618 | $625.9K | 0.69% | +5,618 | New |
| Basepoint Wealth LLC | 5,628 | $627.1K | 0.38% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 5,629 | $627.1K | 0.17% | +1,177+26.4% | Added |
| First County Bank | 5,633 | $627.6K | 0.34% | +271+5.1% | Added |
| Hardin Capital Partners, LLC | 5,634 | $627.7K | 0.30% | +399+7.6% | Added |
| Live Oak Investment Partners | 5,644 | $628.8K | 0.39% | −898−13.7% | Reduced |
| Lauterbach Financial Advisors, LLC | 5,649 | $629.4K | 0.31% | +69+1.2% | Added |
| Planned Solutions, Inc. | 5,652 | $629.7K | 0.20% | +223+4.1% | Added |
| Legacy Advisory Services, LLC | 5,657 | $630.3K | 0.47% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 5,660 | $630.6K | 0.12% | −35−0.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 4,888 | $630.6K | 0.18% | +870+21.7% | Added |
| Bond & Devick Financial Network, Inc. | 5,662 | $630.8K | 0.18% | 00.0% | Unchanged |
| Commons Capital, LLC | 5,664 | $631.0K | 0.44% | −35−0.6% | Reduced |
| BridgePort Financial Solutions, LLC | 5,673 | $632.0K | 0.17% | +275+5.1% | Added |
| Sage Capital Management, LLC | 5,677 | $632.6K | 0.29% | −10.0% | Reduced |
| Tributary Capital Management, LLC | 5,685 | $633.4K | 0.06% | −215−3.6% | Reduced |
| IFC & Insurance Marketing, Inc. | 5,698 | $635.0K | 0.63% | +5,698 | New |
| Ogorek Anthony Joseph | 5,712 | $636.0K | 0.17% | −720−11.2% | Reduced |
| Abc Arbitrage SA | 5,709 | $636.0K | 0.06% | +5,709 | New |
| Collective Family Office LLC | 5,716 | $636.8K | 0.15% | +200+3.6% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,724 | $637.8K | 0.45% | −98−1.7% | Reduced |
| Parkwoods Wealth Partners, LLC | 5,741 | $639.6K | 0.19% | +2,214+62.8% | Added |
| Legend Capital Advisors LLC | 5,751 | $640.7K | 0.36% | +5,751 | New |