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 |
|---|---|---|---|---|---|
| PCG Asset Management, LLC | 7,120 | $800.4K | 0.64% | −280−3.8% | Reduced |
| Clear Harbor Asset Management, LLC | 7,186 | $800.6K | 0.05% | +384+5.6% | Added |
| Williamson Legacy Group, LLC | 7,199 | $802.0K | 0.63% | −497−6.5% | Reduced |
| Thryve Wealth Management LLC | 7,204 | $802.6K | 0.40% | +7,204 | New |
| Safeguard Investment Advisory Group, LLC | 7,206 | $802.9K | 0.21% | −953−11.7% | Reduced |
| Sittner & Nelson, LLC | 6,124 | $803.4K | 0.28% | −45−0.7% | Reduced |
| EJMK Ventures LLC | 7,217 | $804.1K | 0.49% | +7,217 | New |
| Cross Staff Investments Inc | 7,235 | $806.1K | 0.49% | 00.0% | Unchanged |
| Tufton Capital Management | 7,249 | $807.0K | 0.14% | −69−0.9% | Reduced |
| Terril Brothers, Inc. | 7,249 | $807.6K | 0.21% | +93+1.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 7,260 | $808.8K | 0.46% | +4,170+135.0% | Added |
| Eurizon SLJ Capital Ltd | 7,261 | $808.9K | 0.32% | +7,261 | New |
| Silver Grove Financial Group, Inc. | 7,287 | $809.4K | 0.70% | +590+8.8% | Added |
| Brown Miller Wealth Management, LLC | 7,265 | $809.4K | 0.22% | −185−2.5% | Reduced |
| Atticus Wealth Management, LLC | 7,272 | $810.2K | 0.20% | −15−0.2% | Reduced |
| Altus Wealth Group LLC | 7,284 | $811.5K | 0.32% | +269+3.8% | Added |
| Auxano Advisors, LLC | 7,292 | $812.4K | 0.16% | +152+2.1% | Added |
| Dover Advisors, LLC | 7,300 | $813.3K | 0.32% | +35+0.5% | Added |
| Knollwood Investment Advisory, LLC | 7,315 | $815.0K | 0.08% | −6,904−48.6% | Reduced |
| Aureus Asset Management, LLC | 7,325 | $816.1K | 0.05% | −475−6.1% | Reduced |
| Palumbo Wealth Management LLC | 7,333 | $817.0K | 0.20% | +1,096+17.6% | Added |
| Addison Advisors LLC | 7,374 | $821.5K | 0.18% | +120+1.7% | Added |
| Brian Low Financial Group, LLC | 7,388 | $823.1K | 0.58% | +1,109+17.7% | Added |
| Baker Tilly Wealth Management, LLC | 7,392 | $823.5K | 0.20% | +2,223+43.0% | Added |
| Invenio Wealth Partners LLC | 7,422 | $826.9K | 0.31% | −265−3.4% | Reduced |
| West Paces Advisors Inc. | 7,440 | $828.9K | 0.16% | −104−1.4% | Reduced |
| Widmann Financial Services, Inc. | 7,455 | $830.5K | 0.51% | +900+13.7% | Added |
| Vision Capital Management, Inc. | 7,468 | $832.0K | 0.10% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 7,479 | $833.2K | 0.04% | −67−0.9% | Reduced |
| Signature Wealth Management Group | 7,480 | $833.3K | 0.34% | −512−6.4% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,487 | $834.1K | 0.07% | +189+2.6% | Added |
| Iams Wealth Management, LLC | 7,492 | $834.8K | 0.30% | −3,842−33.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 7,500 | $835.6K | 0.20% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 7,500 | $835.6K | 0.39% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 7,500 | $835.6K | 0.37% | +3,300+78.6% | Added |
| S&CO Inc | 7,512 | $836.0K | 0.05% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 7,504 | $836.0K | 0.44% | −119−1.6% | Reduced |
| Financial Advisors Network, Inc. | 7,529 | $838.8K | 0.11% | +500+7.1% | Added |
| 1620 Investment Advisors, Inc. | 7,529 | $838.9K | 0.56% | −366−4.6% | Reduced |
| United Bank | 7,533 | $839.3K | 0.28% | +344+4.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,533 | $839.3K | 0.15% | +582+8.4% | Added |
| Invera Wealth Advisors, LLC | 7,548 | $840.9K | 0.53% | −199−2.6% | Reduced |
| Optivise Advisory Services LLC | 7,551 | $841.2K | 0.48% | +1,576+26.4% | Added |
| Beacon Investment Advisory Services, Inc. | 7,587 | $845.2K | 0.03% | −243−3.1% | Reduced |
| BOS Asset Management, LLC | 7,593 | $845.9K | 0.23% | −25−0.3% | Reduced |
| Summit Global Investments | 7,592 | $846.0K | 0.05% | −60,204−88.8% | Reduced |
| Founders Capital Management, LLC | 7,594 | $846.0K | 0.13% | +154+2.1% | Added |
| NCM Capital Management, LLC | 7,597 | $846.4K | 0.31% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 7,601 | $846.8K | 0.16% | +764+11.2% | Added |
| Apeiron RIA LLC | 6,836 | $847.5K | 0.17% | −1,720−20.1% | Reduced |
| Wedge Capital Management L L P | 7,609 | $847.7K | 0.02% | +319+4.4% | Added |
| Jacksonville Wealth Management, LLC | 7,615 | $848.4K | 0.60% | −252−3.2% | Reduced |
| Vermillion Wealth Management, Inc. | 7,628 | $849.9K | 0.35% | +22+0.3% | Added |
| Ellsworth Advisors, LLC | 7,132 | $850.1K | 0.17% | −322−4.3% | Reduced |
| Aviso Wealth Management | 7,644 | $851.7K | 0.36% | −1,121−12.8% | Reduced |
| Kennedy Investment Group | 7,646 | $851.9K | 0.32% | +155+2.1% | Added |
| Brady Martz Wealth Solutions, LLC | 7,648 | $852.1K | 0.15% | +5,384+237.8% | Added |
| Blue Bell Private Wealth Management, LLC | 7,656 | $853.0K | 0.13% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 7,657 | $853.0K | 0.46% | −555−6.8% | Reduced |
| Castleview Partners, LLC | 7,683 | $856.0K | 0.42% | −340−4.2% | Reduced |
| Heritage Family Offices, LLP | 7,693 | $857.1K | 0.39% | +674+9.6% | Added |
| Gemmer Asset Management LLC | 7,702 | $858.2K | 0.07% | −59−0.8% | Reduced |
| Drucker Wealth 3.0, LLC | 7,714 | $859.4K | 0.15% | +911+13.4% | Added |
| Lakeridge Wealth Management LLC | 7,716 | $859.6K | 0.39% | +253+3.4% | Added |
| Cambridge Financial Group, LLC | 8,636 | $860.4K | 0.30% | −217−2.5% | Reduced |
| Curtis Advisory Group, LLC | 7,735 | $861.8K | 0.18% | +1,871+31.9% | Added |
| WealthTrust Axiom LLC | 7,735 | $861.8K | 0.22% | −35−0.5% | Reduced |
| Nadler Financial Group, Inc. | 7,735 | $861.8K | 0.08% | 00.0% | Unchanged |
| 25 LLC | 7,739 | $862.2K | 0.27% | +108+1.4% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 7,739 | $862.2K | 0.12% | −337−4.2% | Reduced |
| Scratch Capital LLC | 7,743 | $862.6K | 0.56% | −629−7.5% | Reduced |
| Sherman Asset Management, Inc. | 7,743 | $862.7K | 0.73% | 00.0% | Unchanged |
| Wilian Securities, LLC | 7,744 | $862.7K | 0.93% | +7,744 | New |
| Pandora Wealth, Inc. | 7,745 | $862.9K | 0.52% | −2,869−27.0% | Reduced |
| Traveka Wealth, LLC | 7,763 | $864.8K | 0.35% | −124−1.6% | Reduced |
| Renasant Bank | 7,763 | $864.9K | 0.59% | −859−10.0% | Reduced |
| Balentine LLC | 7,791 | $868.0K | 0.03% | −257−3.2% | Reduced |
| bLong Financial, LLC | 7,797 | $868.7K | 0.61% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 7,803 | $869.3K | 0.31% | +7,803 | New |
| Walker Financial Services, Inc. | 7,815 | $870.8K | 0.32% | −201−2.5% | Reduced |
| RIA Advisory Group LLC | 7,828 | $872.1K | 0.21% | −255−3.2% | Reduced |
| LiftPoint Family Wealth Advisors LLC | 7,831 | $872.5K | 0.74% | +7,831 | New |
| Ameriflex Group, Inc. | 7,834 | $872.8K | 0.45% | +2,168+38.3% | Added |
| Braun-Bostich & Associates Inc. | 7,845 | $874.0K | 0.54% | −699−8.2% | Reduced |
| Watchman Group, Inc. | 7,849 | $874.5K | 0.21% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 7,852 | $874.8K | 0.28% | −699−8.2% | Reduced |
| Perissos Private Wealth Management, LLC | 7,873 | $877.2K | 0.76% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 7,877 | $877.6K | 0.19% | +3,434+77.3% | Added |
| Capital Square, LLC | 7,885 | $878.5K | 0.45% | −809−9.3% | Reduced |
| Legacy Advisors, LLC | 7,871 | $878.7K | 0.09% | +3,085+64.5% | Added |
| Vista Investment Partners II, LLC | 7,893 | $879.4K | 0.38% | −71−0.9% | Reduced |
| Strategic Financial Services, Inc, | 6,710 | $880.2K | 0.04% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 7,913 | $881.6K | 0.16% | +227+3.0% | Added |
| Teamwork Financial Advisors, LLC | 7,916 | $882.0K | 0.09% | −254−3.1% | Reduced |
| Maia Wealth LLC | 6,602 | $882.3K | 0.15% | −1,034−13.5% | Reduced |
| Van Cleef Asset Management,Inc | 7,922 | $882.6K | 0.09% | 00.0% | Unchanged |
| TFR Capital, LLC. | 7,945 | $885.2K | 0.29% | −277−3.4% | Reduced |
| Hickory Point Bank & Trust | 7,951 | $885.8K | 0.64% | +245+3.2% | Added |
| Nicholson Meyer Capital Management, Inc. | 7,954 | $886.2K | 0.67% | −450−5.4% | Reduced |
| Olistico Wealth, LLC | 7,958 | $886.6K | 0.43% | 00.0% | Unchanged |