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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 5,753 | $640.9K | 0.21% | +110+1.9% | Added |
| SilverOak Wealth Management LLC | 5,754 | $641.1K | 0.10% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,745 | $641.4K | 0.45% | −220−3.7% | Reduced |
| Meridian Financial Partners LLC | 5,374 | $641.4K | 0.25% | −54−1.0% | Reduced |
| Ironsides Asset Advisors, LLC | 5,760 | $641.7K | 0.16% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,763 | $642.1K | 0.23% | +597+11.6% | Added |
| Hibernia Wealth Partners, LLC | 5,772 | $643.1K | 0.19% | +5,772 | New |
| Berkeley Capital Partners, LLC | 5,775 | $643.4K | 0.15% | +120+2.1% | Added |
| Crux Wealth Advisors | 5,777 | $643.6K | 0.24% | −566−8.9% | Reduced |
| Sentinel Trust Co Lba | 5,792 | $645.0K | 0.06% | +25+0.4% | Added |
| Rollins Financial Advisors, LLC | 5,791 | $645.2K | 0.09% | +914+18.7% | Added |
| Darden Wealth Group Inc | 5,795 | $645.7K | 0.31% | +210+3.8% | Added |
| Fulcrum Wealth Advisors, LLC | 5,811 | $647.4K | 0.53% | +5,811 | New |
| Gaddis Premier Wealth Advisors LLC | 5,813 | $647.6K | 0.49% | +5,813 | New |
| Bigelow Investment Advisors, LLC | 5,813 | $647.6K | 0.25% | +401+7.4% | Added |
| Garde Capital, Inc. | 5,819 | $648.3K | 0.04% | −80−1.4% | Reduced |
| Piedmont Capital Management, LLC | 5,827 | $649.2K | 0.43% | +5,827 | New |
| Clearview Wealth Advisors LLC | 5,829 | $649.4K | 0.41% | −429−6.9% | Reduced |
| Stronghold Wealth Management L.L.C. | 5,830 | $649.5K | 0.96% | +5,830 | New |
| Bourgeon Capital Management LLC | 5,833 | $649.9K | 0.11% | +3,000+105.9% | Added |
| Murphy & Mullick Capital Management Corp | 5,836 | $650.2K | 0.47% | −13−0.2% | Reduced |
| Hohimer Wealth Management, LLC | 5,843 | $651.0K | 0.09% | −42−0.7% | Reduced |
| Baldwin Brothers Inc | 5,846 | $651.3K | 0.04% | +141+2.5% | Added |
| Dougherty & Associates, LLC | 5,846 | $651.4K | 0.58% | +5,846 | New |
| Retirement Planning Group, LLC | 5,838 | $651.7K | 0.44% | −111−1.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 5,855 | $652.3K | 0.06% | +563+10.6% | Added |
| LifeGoal Wealth Advisors | 5,856 | $652.5K | 0.43% | +3,581+157.4% | Added |
| Thompson David Blair | 5,858 | $652.6K | 0.37% | +5,858 | New |
| Abacus Wealth Partners, LLC | 5,869 | $653.9K | 0.06% | +3,868+193.3% | Added |
| Sendero Wealth Management, LLC | 5,881 | $655.3K | 0.07% | +539+10.1% | Added |
| Fortis Capital Management LLC | 5,887 | $655.9K | 0.09% | +2,950+100.4% | Added |
| Serenity Investment Advisors | 5,808 | $656.7K | 0.38% | +5,808 | New |
| Everstar Asset Management, LLC | 5,920 | $659.3K | 0.35% | −30−0.5% | Reduced |
| Centerpoint Advisory Group | 5,921 | $659.7K | 0.51% | −170−2.8% | Reduced |
| West Wealth Group, LLC | 5,921 | $659.7K | 0.14% | +134+2.3% | Added |
| M. Kraus & Co | 5,929 | $660.5K | 0.18% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 5,932 | $660.9K | 0.11% | +269+4.8% | Added |
| Novak & Powell Financial Services, Inc. | 5,934 | $661.1K | 0.34% | −119−2.0% | Reduced |
| Poehling Capital Management, LLC | 5,934 | $661.1K | 0.14% | −143−2.4% | Reduced |
| Fourth Dimension Wealth, LLC | 5,935 | $661.2K | 0.24% | −246−4.0% | Reduced |
| Uhlmann Price Securities, LLC | 5,947 | $662.7K | 0.39% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 83,754 | $663.6K | 0.27% | +50+0.1% | Added |
| Wingate Wealth Advisors, Inc. | 5,961 | $664.1K | 0.37% | −260−4.2% | Reduced |
| VeraBank, N.A. | 5,973 | $665.5K | 0.12% | +902+17.8% | Added |
| Blossom Wealth Management | 5,974 | $665.6K | 1.10% | −275−4.4% | Reduced |
| Wedgewood Investors Inc | 5,979 | $666.1K | 0.76% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 5,983 | $666.6K | 0.20% | −10−0.2% | Reduced |
| Clifford Group, LLC | 5,990 | $667.3K | 0.52% | +3,120+108.7% | Added |
| Seaside Wealth Management, Inc. | 5,993 | $667.7K | 0.19% | −5−0.1% | Reduced |
| Capital Advantage, Inc. | 5,993 | $667.7K | 0.09% | +373+6.6% | Added |
| Eight 31 Financial LLC | 6,000 | $668.5K | 0.37% | 00.0% | Unchanged |
| American National Bank of Texas | 6,000 | $668.5K | 0.64% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 5,936 | $669.1K | 0.36% | +2,839+91.7% | Added |
| Peachtree Investment Partners, LLC | 6,006 | $669.1K | 0.22% | +499+9.1% | Added |
| M3 Advisory Group, LLC | 6,013 | $669.9K | 0.41% | −644−9.7% | Reduced |
| Planning Center, Inc. | 6,018 | $670.5K | 0.07% | 00.0% | Unchanged |
| Expressive Wealth LLC | 6,023 | $671.0K | 0.72% | +6,023 | New |
| Flaharty Asset Management, LLC | 6,028 | $671.6K | 0.08% | −742−11.0% | Reduced |
| Watershed Private Wealth LLC | 6,039 | $672.8K | 0.20% | +236+4.1% | Added |
| ForthRight Wealth Management, LLC | 6,043 | $673.2K | 0.19% | 00.0% | Unchanged |
| McRae Capital Management Inc | 6,050 | $674.0K | 0.14% | +258+4.5% | Added |
| Lawood & Co | 6,057 | $674.8K | 0.64% | +6,057 | New |
| Magnolia Capital Management Ltd | 6,060 | $675.0K | 0.50% | 00.0% | Unchanged |
| Main Street Group, LTD | 6,062 | $675.4K | 0.23% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 6,067 | $675.9K | 0.19% | −802−11.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,070 | $676.3K | 0.17% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6,071 | $676.4K | 0.18% | −205−3.3% | Reduced |
| Black Diamond Financial, LLC | 6,074 | $676.7K | 0.07% | 00.0% | Unchanged |
| GQG Partners LLC | 6,092 | $678.7K | 0.00% | −434−6.7% | Reduced |
| Centennial Wealth Advisory LLC | 6,094 | $678.9K | 0.18% | +576+10.4% | Added |
| Thrive Wealth Management, LLC | 6,100 | $679.7K | 0.10% | −39−0.6% | Reduced |
| Clark Asset Management, LLC | 6,102 | $679.8K | 0.07% | +171+2.9% | Added |
| Aua Capital Management, LLC | 6,102 | $679.8K | 0.34% | 00.0% | Unchanged |
| Wealth High Governance Asset Management Ltda. | 6,103 | $679.9K | 0.12% | +6,103 | New |
| Moody Aldrich Partners LLC | 6,106 | $680.3K | 0.13% | 00.0% | Unchanged |
| Gibson Capital, LLC | 6,119 | $681.7K | 0.13% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 6,121 | $681.9K | 0.14% | −49−0.8% | Reduced |
| DV Equities, LLC | 6,143 | $684.4K | 0.12% | +6,143 | New |
| Sharp Financial Services, LLC | 6,158 | $686.1K | 0.35% | −300−4.6% | Reduced |
| Michels Family Financial, LLC | 6,160 | $686.2K | 0.50% | +350+6.0% | Added |
| Vision Financial Markets LLC | 6,168 | $687.1K | 0.70% | −20−0.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 6,172 | $687.6K | 0.10% | +265+4.5% | Added |
| Barnes Dennig Private Wealth Management LLC | 6,191 | $689.7K | 0.69% | +231+3.9% | Added |
| Howe & Rusling Inc | 6,205 | $691.3K | 0.05% | +1,113+21.9% | Added |
| Meritas Wealth Management, LLC | 6,205 | $691.3K | 0.33% | −297−4.6% | Reduced |
| Aegis Wealth Management, Inc. | 6,208 | $691.6K | 0.54% | +6,208 | New |
| Alessandra Capital Management, LLC | 6,220 | $693.0K | 0.62% | +6,220 | New |
| Chesapeake Asset Management LLC | 6,218 | $693.2K | 0.57% | +5,877+1,723.5% | Added |
| Montis Financial, LLC | 6,224 | $693.4K | 0.14% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 6,227 | $693.9K | 0.20% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 6,245 | $695.7K | 0.10% | +1,182+23.3% | Added |
| SC&H Financial Advisors, Inc. | 6,253 | $696.7K | 0.11% | +453+7.8% | Added |
| LJI Wealth Management, LLC | 6,254 | $696.8K | 0.11% | −20−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 6,271 | $698.7K | 0.11% | 00.0% | Unchanged |
| Partners in Financial Planning | 6,275 | $699.1K | 0.12% | +44+0.7% | Added |
| Ares Financial Consulting, LLC | 6,278 | $699.4K | 0.67% | +6,278 | New |
| Riversedge Advisors, LLC | 6,283 | $700.0K | 0.11% | +1,151+22.4% | Added |
| Collar Capital Management, LLC | 6,290 | $700.8K | 0.47% | −1,060−14.4% | Reduced |
| Beta Wealth Group, Inc. | 6,306 | $702.6K | 0.28% | −200−3.1% | Reduced |
| Long Run Wealth Advisors, LLC | 6,316 | $703.7K | 0.13% | −191−2.9% | Reduced |