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 7 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
- 4,414
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Objectivity Squared, LLC | 2,014 | $224.4K | 0.13% | +36+1.8% | Added |
| Pandowealth. LLC | 2,015 | $224.5K | 0.21% | +2,015 | New |
| Canton Hathaway, LLC | 2,016 | $224.6K | 0.04% | 00.0% | Unchanged |
| Rubicon Advisors, GP | 2,021 | $225.1K | 0.21% | +2,021 | New |
| Alpine Bank Wealth Management | 2,021 | $225.2K | 0.03% | −255−11.2% | Reduced |
| OLIO Financial Planning | 2,022 | $225.3K | 0.06% | +2,022 | New |
| Conrad Siegel Investment Advisors, Inc. | 2,024 | $225.5K | 0.04% | +2,024 | New |
| Intergy Private Wealth, LLC | 2,025 | $225.6K | 0.07% | +2,025 | New |
| Clarity Wealth Advisors, LLC | 2,026 | $225.7K | 0.05% | +2,026 | New |
| Fortitude Family Office, LLC | 2,030 | $226.2K | 0.05% | +41+2.1% | Added |
| BCGM Wealth Management, LLC | 2,034 | $226.6K | 0.06% | −66−3.1% | Reduced |
| Godfrey Financial Associates, Inc. | 2,038 | $227.0K | 0.20% | +2,038 | New |
| Presidio Capital Management, LLC | 2,041 | $227.3K | 0.07% | +2,041 | New |
| Payne Capital Management, LLC | 2,042 | $227.5K | 0.07% | +2,042 | New |
| Randolph Co Inc | 2,042 | $227.5K | 0.02% | 00.0% | Unchanged |
| HT Partners LLC | 2,042 | $227.5K | 0.07% | 00.0% | Unchanged |
| jvl associates llc | 2,049 | $228.3K | 0.07% | −10−0.5% | Reduced |
| RM Financial Services, LLC | 2,050 | $228.4K | 0.20% | +2,050 | New |
| Three Bridge Wealth Advisors, LLC | 2,053 | $229.2K | 0.06% | +10+0.5% | Added |
| MGO Private Wealth, LLC | 2,058 | $229.3K | 0.14% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 2,063 | $229.8K | 0.04% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 2,019 | $231.2K | 0.05% | 00.0% | Unchanged |
| Cassilly Financial Group LLC | 2,080 | $231.7K | 0.20% | +2,080 | New |
| Guardian Capital LP | 2,090 | $232.8K | 0.01% | +2,090 | New |
| Earnest Partners LLC | 2,093 | $233.2K | 0.00% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,094 | $233.3K | 0.08% | +2,094 | New |
| Guardian Wealth Management, LLC | 2,094 | $233.3K | 0.07% | +2,094 | New |
| Isthmus Partners, LLC | 2,096 | $233.5K | 0.03% | 00.0% | Unchanged |
| Orcam Financial Group | 2,100 | $234.0K | 0.18% | 00.0% | Unchanged |
| Oak Associates, Ltd | 2,100 | $234.0K | 0.01% | 00.0% | Unchanged |
| Ninety One UK Ltd | 2,107 | $234.7K | 0.00% | +2,107 | New |
| WPG Advisers, LLC | 2,112 | $235.3K | 0.17% | −51−2.4% | Reduced |
| Milestone Asset Management Group, LLC | 2,114 | $235.5K | 0.13% | +2,114 | New |
| Van Diest Capital, LLC | 2,119 | $236.0K | 0.35% | +2,119 | New |
| E&R Wealth Management, LLC | 2,120 | $236.1K | 0.25% | +2,120 | New |
| Sloy Dahl & Holst, LLC | 2,121 | $236.3K | 0.03% | 00.0% | Unchanged |
| Traub Capital Management LLC | 2,128 | $237.1K | 0.23% | −955−31.0% | Reduced |
| tru Independence LLC | 2,130 | $237.3K | 0.06% | +49+2.4% | Added |
| Retirement Solution Inc. | 2,130 | $237.3K | 0.05% | +2,130 | New |
| Robinson Smith Wealth Advisors LLC | 2,133 | $237.6K | 0.16% | 00.0% | Unchanged |
| Financial Planning Fort Collins, LLC | 2,133 | $237.6K | 0.21% | +2,133 | New |
| Dean, Jacobson Financial Services, LLC | 2,139 | $238.3K | 0.15% | 00.0% | Unchanged |
| Steffes Financial, Ltd. | 2,140 | $238.4K | 0.12% | +2,140 | New |
| Westshore Wealth, LLC | 2,142 | $238.6K | 0.08% | −477−18.2% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 2,145 | $239.0K | 0.10% | 00.0% | Unchanged |
| Marotta Asset Management | 2,152 | $239.7K | 0.04% | −166−7.2% | Reduced |
| Planning Alternatives Ltd | 2,158 | $240.4K | 0.03% | +207+10.6% | Added |
| Trillium Asset Management, LLC | 2,163 | $241.0K | 0.01% | 00.0% | Unchanged |
| Cortland Associates Inc | 2,168 | $242.0K | 0.03% | +100+4.8% | Added |
| KRS Capital Management, LLC | 2,172 | $242.1K | 0.14% | −10.0% | Reduced |
| Skyline Advisors, Inc. | 2,174 | $242.3K | 0.08% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,175 | $242.3K | 0.15% | −119−5.2% | Reduced |
| Stirlingshire Investments, Inc. | 2,171 | $242.3K | 0.21% | +2,171 | New |
| Dempze Nancy E | 2,177 | $242.5K | 0.13% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,179 | $242.7K | 0.05% | −487−18.3% | Reduced |
| Kingdom Financial Group LLC. | 2,182 | $243.1K | 0.08% | +2,182 | New |
| Brave Asset Management Inc | 2,183 | $243.2K | 0.06% | 00.0% | Unchanged |
| North Capital, Inc. | 2,184 | $243.3K | 0.21% | +57+2.7% | Added |
| Quartz Partners, LLC | 2,184 | $243.3K | 0.09% | −2,168−49.8% | Reduced |
| Oberweis Asset Management Inc | 2,187 | $243.6K | 0.01% | −170−7.2% | Reduced |
| Continental Investors Services, Inc. | 2,045 | $244.0K | 0.31% | +65+3.3% | Added |
| Crusonia Wealth Advisors LLC | 2,192 | $244.2K | 0.05% | +2,192 | New |
| Alliance Wealth Advisors, LLC | 2,196 | $244.7K | 0.05% | −180−7.6% | Reduced |
| Wolff Financial Management LLC | 2,198 | $244.9K | 0.06% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 2,204 | $245.5K | 0.10% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 2,204 | $245.5K | 0.02% | −242−9.9% | Reduced |
| Green Square Capital Advisors LLC | 2,204 | $245.6K | 0.03% | +2,204 | New |
| HRC Wealth Management, LLC | 2,209 | $246.1K | 0.12% | +94+4.4% | Added |
| Carroll Advisory Group, LLC | 2,209 | $246.2K | 0.11% | +2,209 | New |
| Kapstone Financial Advisors LLC | 2,210 | $246.2K | 0.12% | −54−2.4% | Reduced |
| Wisconsin Capital Management LLC | 2,211 | $246.3K | 0.12% | +2,211 | New |
| Puff Wealth Management, LLC | 2,190 | $246.9K | 0.32% | +42+2.0% | Added |
| Prospect Financial Group LLC | 2,218 | $247.1K | 0.23% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,223 | $247.7K | 0.10% | −61−2.7% | Reduced |
| Peak Wealth Management LLC | 2,223 | $247.7K | 0.21% | +2,223 | New |
| Covenant Asset Management, LLC | 2,223 | $247.7K | 0.05% | +2,223 | New |
| Baker Boyer National Bank | 2,224 | $247.8K | 0.07% | −1,824−45.1% | Reduced |
| Retirement Income Solutions, Inc | 2,230 | $248.4K | 0.04% | +169+8.2% | Added |
| Sentinel Pension Advisors Inc | 2,232 | $248.7K | 0.04% | +104+4.9% | Added |
| Northstar Financial Companies, Inc. | 2,232 | $248.7K | 0.20% | −1,334−37.4% | Reduced |
| Kondo Wealth Advisors, Inc. | 2,235 | $249.1K | 0.10% | −15−0.7% | Reduced |
| Richard Young Associates, Ltd. | 2,236 | $249.1K | 0.19% | +2,236 | New |
| Portland Global Advisors LLC | 2,239 | $249.4K | 0.03% | 00.0% | Unchanged |
| McDonald Partners LLC | 2,240 | $249.6K | 0.08% | −5,983−72.8% | Reduced |
| Opes Wealth Management LLC | 2,242 | $249.8K | 0.04% | −315−12.3% | Reduced |
| Johnson Bixby & Associates, LLC | 2,247 | $250.3K | 0.03% | 00.0% | Unchanged |
| Mader & Shannon Wealth Management, Inc. | 2,432 | $250.6K | 0.12% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 2,250 | $250.6K | 0.10% | +147+7.0% | Added |
| Sava Infond d.o.o. | 2,250 | $250.7K | 0.03% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 2,251 | $250.8K | 0.07% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,253 | $251.0K | 0.04% | +614+37.5% | Added |
| Financial Council Asset Management Inc | 2,253 | $251.0K | 0.10% | −33−1.4% | Reduced |
| Triumph Capital Management | 2,255 | $251.3K | 0.05% | +2,255 | New |
| Pinnacle Wealth Management Group, Inc. | 2,258 | $251.6K | 0.13% | +2,258 | New |
| Brand Asset Management Group, Inc. | 2,262 | $252.1K | 0.07% | −98−4.2% | Reduced |
| Grunden Financial Advisory, Inc. | 2,266 | $252.5K | 0.10% | −50−2.2% | Reduced |
| TTP Investments, Inc. | 2,266 | $252.5K | 0.08% | 00.0% | Unchanged |
| Advantage Trust Co | 2,268 | $252.7K | 0.11% | −30,200−93.0% | Reduced |
| Peak Retirement Planning, Inc. | 2,269 | $252.8K | 0.06% | −317−12.3% | Reduced |
| Plotkin Financial Advisors, LLC | 2,270 | $252.9K | 0.12% | −125−5.2% | Reduced |