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; 4,425 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
- 4,414
- +468 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
- 558
- 1,684 more added
- Sold out
- 90
- 1,663 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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 |
|---|---|---|---|---|---|
| Ulland Investment Advisors, LLC | 585 | $65.0K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 593 | $66.1K | 0.01% | +48+8.8% | Added |
| Measured Wealth Private Client Group, LLC | 594 | $66.2K | 0.02% | 00.0% | Unchanged |
| Finley Financial, LLC | 609 | $67.8K | 0.03% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 628 | $70.0K | 0.03% | +573+1,041.8% | Added |
| Westend Capital Management, LLC | 630 | $70.2K | 0.02% | +422+202.9% | Added |
| LFA - Lugano Financial Advisors SA | 636 | $70.9K | 0.04% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 642 | $71.5K | 0.00% | +642 | New |
| Swiss Re Ltd | 651 | $72.5K | 0.00% | +651 | New |
| JDM Financial Group LLC | 657 | $73.2K | 0.03% | 00.0% | Unchanged |
| Caitlin John, LLC | 663 | $73.9K | 0.05% | −149−18.3% | Reduced |
| Manning & Napier Advisors LLC | 665 | $74.4K | 0.00% | +290+77.3% | Added |
| Aspect Partners, LLC | 671 | $74.8K | 0.03% | +42+6.7% | Added |
| Retirement Wealth Solutions LLC | 678 | $75.5K | 0.05% | 00.0% | Unchanged |
| Arbor Wealth Management LLC | 678 | $75.5K | 0.06% | +678 | New |
| NCP Inc. | 679 | $75.6K | 0.06% | +679 | New |
| Three Bearings Fiduciary Advisors, Inc. | 636 | $75.8K | 0.07% | +636 | New |
| Atlantic Private Wealth, LLC | 696 | $77.5K | 0.05% | −20−2.8% | Reduced |
| Signature Resources Capital Management, LLC | 703 | $78.3K | 0.04% | +55+8.5% | Added |
| Robinswood Financial LLC | 726 | $80.9K | 0.03% | 00.0% | Unchanged |
| S&T Bank | 732 | $81.6K | 0.03% | −29−3.8% | Reduced |
| Kings Path Partners LLC | 746 | $83.1K | 0.03% | 00.0% | Unchanged |
| Sfam, LLC | 748 | $83.3K | 0.08% | +748 | New |
| Morse Asset Management, Inc | 756 | $84.2K | 0.02% | +477+171.0% | Added |
| Rachor Investment Advisory Services, LLC | 782 | $87.1K | 0.05% | +782 | New |
| Riverview Trust Co | 786 | $87.6K | 0.11% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 794 | $88.5K | 0.04% | −152−16.1% | Reduced |
| Tidemark, LLC | 805 | $89.7K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 824 | $91.8K | 0.03% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 829 | $92.4K | 0.05% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 871 | $97.0K | 0.07% | +871 | New |
| USA Financial Portformulas Corp | 894 | $99.6K | 0.02% | −366−29.0% | Reduced |
| ZRC Wealth Management, LLC | 899 | $100.2K | 0.04% | +60+7.2% | Added |
| Fairman Group, LLC | 900 | $100.5K | 0.08% | −906−50.2% | Reduced |
| Midwest Capital Advisors, LLC | 903 | $100.6K | 0.05% | +903 | New |
| Hughes Financial Services, LLC | 905 | $100.8K | 0.02% | −1,164−56.3% | Reduced |
| Roble, Belko & Company, Inc | 926 | $103.0K | 0.01% | +604+187.6% | Added |
| Loomis Sayles & Co L P | 925 | $103.1K | 0.00% | −35−3.6% | Reduced |
| LGT Financial Advisors LLC | 933 | $103.9K | 0.64% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 947 | $105.5K | 0.06% | +5+0.5% | Added |
| Union Savings Bank | 973 | $108.4K | 0.05% | +973 | New |
| MPWM Advisory Solutions, LLC | 974 | $108.5K | 0.06% | +72+8.0% | Added |
| Kozak & Associates, Inc. | 949 | $108.7K | 0.02% | −130−12.0% | Reduced |
| Albion Financial Group | 978 | $109.0K | 0.01% | −56−5.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 979 | $109.1K | 0.03% | −4,046−80.5% | Reduced |
| 10Elms LLP | 990 | $110.3K | 0.10% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 994 | $110.7K | 0.04% | +994 | New |
| Evelyn Partners Asset Management Ltd | 1,014 | $113.0K | 0.03% | −215−17.5% | Reduced |
| Rialto Wealth Management, LLC | 1,017 | $113.3K | 0.03% | +63+6.6% | Added |
| Private Wealth Management Group, LLC | 1,035 | $115.3K | 0.03% | −7−0.7% | Reduced |
| CKW Financial Group | 1,050 | $117.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,062 | $118.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,085 | $120.9K | 0.08% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 1,094 | $121.9K | 0.04% | −49−4.3% | Reduced |
| Thompson Investment Management, Inc. | 1,101 | $122.6K | 0.02% | −85−7.2% | Reduced |
| Orion Capital Management LLC | 1,144 | $127.5K | 0.04% | −35−3.0% | Reduced |
| Estate Planners Group, LLC | 1,164 | $129.7K | 0.06% | +1,164 | New |
| Greenline Wealth Management LLC | 1,197 | $133.3K | 0.14% | +1,197 | New |
| Conquis Financial LLC | 1,200 | $134.0K | 0.12% | 00.0% | Unchanged |
| Reflection Asset Management | 1,200 | $135.2K | 0.10% | +1,200 | New |
| Perkins Coie Trust Co | 1,237 | $137.8K | 0.03% | +600+94.2% | Added |
| Strategic Wealth Advisors LLC | 1,245 | $138.0K | 0.12% | +1,245 | New |
| Rakuten Securities, Inc. | 1,246 | $138.8K | 0.05% | −564−31.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,158 | $139.4K | 0.05% | −210−15.4% | Reduced |
| Walsh & Associates, LLC | 1,251 | $139.4K | 0.14% | +1,251 | New |
| Legacy Wealth Managment, LLC | 1,267 | $141.2K | 0.07% | +771+155.4% | Added |
| Kimelman & Baird, LLC | 1,285 | $143.2K | 0.01% | −2,978−69.9% | Reduced |
| Valued Wealth Advisors LLC | 1,286 | $143.3K | 0.06% | +31+2.5% | Added |
| Bell Investment Advisors, Inc | 1,287 | $143.4K | 0.02% | +12+0.9% | Added |
| Nalls Sherbakoff Group, LLC | 1,287 | $143.4K | 0.10% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,300 | $144.8K | 0.02% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 1,300 | $144.8K | 0.05% | +500+62.5% | Added |
| Princeton Global Asset Management LLC | 1,304 | $145.3K | 0.02% | +30+2.4% | Added |
| Abound Financial, LLC | 1,322 | $147.3K | 0.06% | +1,322 | New |
| Morton Brown Family Wealth, LLC | 1,325 | $147.6K | 0.04% | +47+3.7% | Added |
| DV Trading LLC | 1,332 | $148.4K | 0.01% | +1,332 | New |
| DAGCO, Inc. | 1,389 | $154.7K | 0.04% | +29+2.1% | Added |
| Boreal Capital Management LLC | 1,402 | $156.5K | 0.12% | −1,320−48.5% | Reduced |
| GGM Financials LLC | 1,408 | $156.8K | 0.08% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,414 | $157.5K | 0.04% | +207+17.1% | Added |
| Palladiem, LLC | 1,429 | $159.9K | 0.15% | +1,429 | New |
| Wall Street Access Asset Management, LLC | 1,440 | $160.4K | 0.04% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 1,444 | $160.9K | 0.14% | +1,444 | New |
| Red Tortoise LLC | 1,449 | $161.4K | 0.07% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,468 | $163.5K | 0.11% | −653−30.8% | Reduced |
| CGC Financial Services, LLC | 1,470 | $163.8K | 0.04% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,475 | $164.3K | 0.11% | +38+2.6% | Added |
| Quest Partners LLC | 1,490 | $166.0K | 0.01% | −6−0.4% | Reduced |
| Principia Wealth Advisory, LLC | 1,504 | $167.6K | 0.10% | +36+2.5% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 1,516 | $168.9K | 2.44% | −222−12.8% | Reduced |
| Graney & King, LLC | 1,539 | $171.5K | 0.10% | 00.0% | Unchanged |
| O'Domhnaill Enterprises, Inc. | 1,545 | $172.1K | 0.16% | +1,545 | New |
| Quest 10 Wealth Builders, Inc. | 1,566 | $174.4K | 0.16% | −46−2.9% | Reduced |
| Holos Integrated Wealth LLC | 1,554 | $175.2K | 0.10% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,575 | $175.5K | 0.17% | −3,567−69.4% | Reduced |
| Cohen & Steers, Inc. | 1,600 | $178.0K | 0.00% | +1,600 | New |
| Global Wealth Strategies & Associates | 1,609 | $179.3K | 0.04% | −139−8.0% | Reduced |
| Monetary Solutions, Ltd | 1,639 | $182.6K | 0.18% | +1,639 | New |
| Tacita Capital Inc | 1,650 | $183.8K | 0.11% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,672 | $186.3K | 0.05% | +95+6.0% | Added |