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 |
|---|---|---|---|---|---|
| Palacios Wealth Management, LLC | 6,317 | $703.8K | 0.54% | −100−1.6% | Reduced |
| Jacobs Equity LLC | 6,320 | $704.1K | 0.68% | +6,320 | New |
| Braeburn Wealth Management LLC | 6,332 | $705.5K | 0.36% | +6,332 | New |
| Y-Intercept (Hong Kong) Ltd | 6,335 | $705.8K | 0.02% | +6,335 | New |
| LifeGuide Financial Advisors, LLC | 6,277 | $707.8K | 0.23% | +1,670+36.2% | Added |
| Armstrong Henry H Associates Inc | 6,364 | $709.0K | 0.07% | 00.0% | Unchanged |
| Asset Advisory Group, Inc. | 6,367 | $709.4K | 0.35% | +6,367 | New |
| Provenance Wealth Advisors, LLC | 6,382 | $711.0K | 0.08% | −1,705−21.1% | Reduced |
| Allen Wealth Management, LLC | 6,389 | $711.8K | 0.43% | −30−0.5% | Reduced |
| Birch Financial Group, LLC | 6,401 | $713.1K | 0.41% | −3,075−32.5% | Reduced |
| Activest Wealth Management | 6,410 | $714.2K | 0.13% | +1,378+27.4% | Added |
| Kestra Investment Management, LLC | 6,419 | $715.1K | 0.02% | +600+10.3% | Added |
| Fortem Financial Group, LLC | 6,424 | $715.7K | 0.19% | +10+0.2% | Added |
| Meriwether Wealth & Planning, LLC | 6,425 | $715.8K | 0.40% | +961+17.6% | Added |
| Cypress Advisory Group LLC | 6,450 | $718.6K | 0.53% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 6,458 | $719.5K | 0.29% | −62−1.0% | Reduced |
| J Hagan Capital, Inc. | 6,470 | $720.8K | 0.40% | −790−10.9% | Reduced |
| Parvin Asset Management, LLC | 6,481 | $722.0K | 0.58% | −10−0.2% | Reduced |
| US Asset Management LLC | 6,487 | $722.7K | 0.59% | −69−1.1% | Reduced |
| Swisher Financial Concepts, Inc. | 6,495 | $723.6K | 0.41% | +22+0.3% | Added |
| Centerpoint Advisors, LLC | 6,507 | $725.0K | 0.22% | −39−0.6% | Reduced |
| REDW Wealth LLC | 6,512 | $725.5K | 0.28% | −626−8.8% | Reduced |
| Circle Wealth Management, LLC | 6,521 | $726.5K | 0.01% | +633+10.8% | Added |
| Michael S. Ryan, Inc. | 6,525 | $727.0K | 0.42% | +129+2.0% | Added |
| TPG Advisors LLC | 6,534 | $727.9K | 0.45% | −250−3.7% | Reduced |
| Friday Financial | 6,545 | $729.2K | 0.26% | 00.0% | Unchanged |
| Catalyst Investment Management LLC | 6,548 | $729.5K | 0.69% | +6,548 | New |
| Paulson Wealth Management Inc. | 6,556 | $730.4K | 0.17% | −526−7.4% | Reduced |
| PKS Advisory Services, LLC | 6,589 | $734.1K | 0.17% | −13−0.2% | Reduced |
| Samalin Investment Counsel, LLC | 6,591 | $734.3K | 0.26% | +260+4.1% | Added |
| CAP Partners, LLC | 6,591 | $734.3K | 0.42% | +370+5.9% | Added |
| Arcataur Capital Management LLC | 6,613 | $736.8K | 0.21% | −20−0.3% | Reduced |
| Northern Oak Wealth Management Inc | 6,614 | $736.9K | 0.09% | −4−0.1% | Reduced |
| Marathon Wealth Advisors LLC | 6,614 | $736.9K | 0.29% | +6,614 | New |
| Manske Wealth Management | 6,629 | $738.5K | 0.22% | +33+0.5% | Added |
| Liberty Wealth Management LLC | 6,637 | $739.4K | 0.10% | +43+0.7% | Added |
| David J Yvars Group | 6,647 | $740.5K | 0.39% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 6,657 | $741.7K | 0.56% | +6,657 | New |
| Athena Investment Management | 6,660 | $742.0K | 0.38% | −45−0.7% | Reduced |
| Verum Partners LLC | 6,662 | $742.2K | 0.15% | +174+2.7% | Added |
| PAX Financial Group, LLC | 6,672 | $743.3K | 0.13% | −61−0.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,673 | $743.4K | 0.10% | +2,800+72.3% | Added |
| Ballast Advisors LLC | 6,674 | $743.5K | 0.21% | +10+0.2% | Added |
| Sovereign's Capital Management, LLC | 6,681 | $744.3K | 0.45% | −779−10.4% | Reduced |
| Power Wealth Management LLC | 6,682 | $744.4K | 0.26% | −196−2.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 6,683 | $744.6K | 0.09% | −76−1.1% | Reduced |
| Ninepoint Partners LP | 6,691 | $745.4K | 0.09% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,691 | $745.4K | 0.08% | +6,691 | New |
| Strategic Family Wealth Counselors, L.L.C. | 6,285 | $746.1K | 0.17% | +6,285 | New |
| Houlihan Financial Resource Group, Ltd. | 6,515 | $747.2K | 0.28% | +3,750+135.6% | Added |
| Correct Capital Wealth Management | 6,711 | $747.7K | 0.14% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 6,714 | $748.0K | 0.11% | −750−10.0% | Reduced |
| Kaydan Wealth Management, Inc. | 6,720 | $748.7K | 0.22% | −20−0.3% | Reduced |
| Van Strum & Towne Inc. | 6,741 | $751.0K | 0.21% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 6,746 | $751.5K | 0.12% | +2,206+48.6% | Added |
| RBA Wealth Management, LLC | 6,749 | $751.9K | 0.25% | −99−1.4% | Reduced |
| Lee Johnson Capital Management, LLC | 6,751 | $752.1K | 0.26% | −702−9.4% | Reduced |
| Thompson Davis & Co., Inc. | 6,756 | $752.7K | 0.45% | +200+3.1% | Added |
| Grant Private Wealth Management Inc | 6,790 | $756.5K | 0.46% | −44−0.6% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 6,776 | $756.5K | 0.15% | +6,776 | New |
| Carter Financial Group, INC. | 6,788 | $757.6K | 0.45% | −1,167−14.7% | Reduced |
| Frisch Financial Group, Inc. | 6,786 | $757.7K | 0.17% | +100+1.5% | Added |
| Alpha Omega Wealth Management LLC | 6,817 | $759.5K | 0.13% | +25+0.4% | Added |
| Mill Creek Capital Advisors, LLC | 6,818 | $759.6K | 0.02% | −101−1.5% | Reduced |
| Financial Management Professionals, Inc. | 6,812 | $760.5K | 0.08% | +2,330+52.0% | Added |
| Omnia Family Wealth, LLC | 6,813 | $760.6K | 0.22% | +181+2.7% | Added |
| Emergent Wealth Advisors, LLC | 6,831 | $761.1K | 0.43% | −183−2.6% | Reduced |
| Montz Harcus Wealth Management LLC | 6,833 | $761.3K | 0.31% | −70−1.0% | Reduced |
| Cascades Capital Asset Management, LLC | 6,842 | $762.3K | 0.32% | −141−2.0% | Reduced |
| BDFS Capital LLC | 6,859 | $765.7K | 0.39% | +6,859 | New |
| CVFG LLC | 6,875 | $766.0K | 0.53% | +238+3.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 6,885 | $767.1K | 0.57% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 6,896 | $768.3K | 0.37% | −487−6.6% | Reduced |
| Milestones Private Investment Advisors LLC | 6,899 | $768.6K | 0.53% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 6,831 | $770.2K | 0.22% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 6,916 | $770.5K | 0.10% | +62+0.9% | Added |
| Strategic Financial Concepts, LLC | 6,922 | $771.2K | 0.71% | −12,117−63.6% | Reduced |
| Selective Wealth Management, Inc. | 6,490 | $773.6K | 0.24% | −3,574−35.5% | Reduced |
| Cannon Financial Strategists, Inc. | 6,969 | $776.4K | 0.11% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 6,978 | $777.5K | 0.23% | +412+6.3% | Added |
| GPS Wealth Strategies Group, LLC | 6,986 | $778.3K | 0.66% | −18,437−72.5% | Reduced |
| Prosperity Financial Group, Inc. | 6,992 | $779.0K | 0.28% | +183+2.7% | Added |
| Pinnacle Family Advisors, LLC | 6,999 | $779.7K | 0.34% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,996 | $781.0K | 0.57% | −980−12.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,014 | $781.3K | 0.07% | +20.0% | Added |
| Pettinga Financial Advisors, LLC | 7,020 | $782.1K | 0.15% | +256+3.8% | Added |
| Kraft, Davis & Associates, LLC | 6,502 | $782.3K | 0.18% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,031 | $783.3K | 1.06% | 00.0% | Unchanged |
| Thayer Partners, LLC | 7,081 | $788.9K | 0.38% | +7,081 | New |
| Wagner Wealth Management, LLC | 7,085 | $789.4K | 0.17% | +461+7.0% | Added |
| Fort Point Capital Partners LLC | 6,632 | $790.5K | 0.10% | −13−0.2% | Reduced |
| Rooted Wealth Advisors, Inc. | 6,197 | $793.2K | 0.22% | +283+4.8% | Added |
| Berry Wealth Group, LP | 7,121 | $793.3K | 2.79% | −1,044−12.8% | Reduced |
| Bernardo Wealth Planning LLC | 7,124 | $793.7K | 0.15% | +102+1.5% | Added |
| Goldstone Financial Group, LLC | 7,134 | $794.8K | 0.09% | +934+15.1% | Added |
| Collaborative Wealth Managment Inc. | 7,148 | $796.4K | 0.28% | +2,742+62.2% | Added |
| Intesa Sanpaolo S.p.A. | 7,118 | $796.6K | 0.05% | +7,118 | New |
| Wall Street Financial Group, Inc. | 7,156 | $797.3K | 0.58% | +345+5.1% | Added |
| Capital Investment Management, Inc. | 7,178 | $799.6K | 0.28% | +7,178 | New |
| MKT Advisors LLC | 7,096 | $799.8K | 0.27% | +4+0.1% | Added |