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 |
|---|---|---|---|---|---|
| Pitti Group Wealth Management, LLC | 2,271 | $253.0K | 0.21% | 00.0% | Unchanged |
| Storen Legacy Partners, LLC | 2,272 | $253.1K | 0.08% | +2,272 | New |
| Saybrook Capital | 2,275 | $253.5K | 0.06% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,278 | $253.8K | 0.03% | −275−10.8% | Reduced |
| Avant Capital LLC | 2,280 | $254.0K | 0.17% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 2,280 | $254.0K | 0.20% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 2,284 | $254.5K | 0.06% | −14−0.6% | Reduced |
| Michael B. Yongue | 2,285 | $254.6K | 0.18% | 00.0% | Unchanged |
| Range Financial Group LLC | 2,285 | $254.6K | 0.09% | +2,285 | New |
| McMahon Financial Advisors, LLC | 2,289 | $255.0K | 0.05% | −281−10.9% | Reduced |
| Idaho Trust Bank | 2,293 | $255.5K | 0.08% | +54+2.4% | Added |
| Note Advisors, LLC | 2,142 | $255.7K | 0.13% | −125−5.5% | Reduced |
| Keeler Thomas Management LLC | 2,298 | $256.0K | 0.12% | −93−3.9% | Reduced |
| Oak Ridge Investments LLC | 2,308 | $257.1K | 0.02% | −369−13.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,310 | $257.4K | 0.13% | −213−8.4% | Reduced |
| Reston Wealth Management LLC | 2,311 | $257.5K | 0.08% | +2,311 | New |
| Berkshire Money Management, Inc. | 2,323 | $258.8K | 0.02% | +2,323 | New |
| IMG Wealth Management, Inc. | 2,325 | $259.0K | 0.16% | +348+17.6% | Added |
| Northstar Asset Management Inc | 2,329 | $259.5K | 0.07% | +2,329 | New |
| Oceanside Advisors LLC | 2,330 | $259.6K | 0.16% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 2,332 | $259.8K | 0.17% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 2,333 | $259.9K | 0.06% | −70−2.9% | Reduced |
| Coco Enterprises, LLC | 2,340 | $260.7K | 0.13% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,342 | $260.9K | 0.43% | +18+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 2,344 | $261.1K | 0.02% | −405−14.7% | Reduced |
| Everest Financial Group LLC | 2,344 | $261.2K | 0.06% | +2,344 | New |
| Ellevest, Inc. | 2,347 | $261.4K | 0.04% | +172+7.9% | Added |
| Kure Advisory, LLC | 2,347 | $261.5K | 0.15% | +2,347 | New |
| IVC Wealth Advisors LLC | 2,349 | $261.7K | 0.11% | +129+5.8% | Added |
| StoneCrest Wealth Management, Inc. | 2,351 | $261.9K | 0.11% | −49−2.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,354 | $262.3K | 0.03% | 00.0% | Unchanged |
| Prudent Investors Network | 2,360 | $262.9K | 0.06% | −19−0.8% | Reduced |
| Frazier Financial Advisors, LLC | 2,362 | $263.2K | 0.16% | +93+4.1% | Added |
| AlphaCentric Advisors LLC | 2,365 | $263.5K | 0.26% | +2,365 | New |
| Howard Wealth Management, LLC | 2,374 | $264.5K | 0.12% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 2,378 | $264.9K | 0.34% | 00.0% | Unchanged |
| Astra Wealth Partners LLC | 2,382 | $265.4K | 0.16% | +144+6.4% | Added |
| Cornerstone Financial Management LLC | 2,388 | $266.0K | 0.25% | +2,388 | New |
| RWWM, Inc. | 2,388 | $266.1K | 0.02% | −29−1.2% | Reduced |
| Andrews Advisory Associates, LLC | 2,393 | $266.6K | 0.14% | +2,393 | New |
| Howard Bailey Securities, LLC | 2,393 | $266.6K | 0.11% | −199−7.7% | Reduced |
| Cooper/Haims Advisors, LLC | 2,396 | $266.9K | 0.12% | +375+18.6% | Added |
| Global Wealth Management, LLC | 2,396 | $266.9K | 0.14% | 00.0% | Unchanged |
| American Money Management, LLC | 2,402 | $267.6K | 0.04% | −1,312−35.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,402 | $267.6K | 0.07% | +415+20.9% | Added |
| Harbour Capital Advisors, LLC | 2,375 | $267.8K | 0.05% | 00.0% | Unchanged |
| Matauro, LLC | 2,404 | $267.8K | 0.04% | +84+3.6% | Added |
| Curated Wealth Partners LLC | 2,406 | $268.1K | 0.03% | −69−2.8% | Reduced |
| New England Professional Planning Group Inc. | 2,412 | $268.7K | 0.11% | −97−3.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,414 | $268.9K | 0.06% | +2,414 | New |
| Aristotle Capital Management, LLC | 2,415 | $269.1K | 0.00% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 2,413 | $269.3K | 0.13% | 00.0% | Unchanged |
| John Boyer, Inc. | 2,421 | $269.7K | 0.27% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 2,421 | $269.8K | 0.15% | +147+6.5% | Added |
| Financial Symmetry Inc | 2,427 | $270.4K | 0.11% | −238−8.9% | Reduced |
| Altiora Financial Group, LLC | 2,431 | $270.8K | 0.05% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,434 | $271.2K | 0.07% | +336+16.0% | Added |
| Arta Finance Wealth Management LLC | 2,436 | $271.4K | 0.14% | +2,436 | New |
| SPWM Advisors LLC | 2,438 | $271.7K | 0.26% | +2,438 | New |
| Cornerstone Advisors Asset Management, LLC | 2,442 | $272.1K | 0.04% | +2,442 | New |
| Cornerstone Planning Group LLC | 2,339 | $272.6K | 0.04% | +2,313+8,896.2% | Added |
| Index Technologies Group LLC | 2,449 | $272.8K | 0.28% | +2,449 | New |
| SkyOak Wealth, LLC | 2,458 | $273.8K | 0.05% | 00.0% | Unchanged |
| Momentous Wealth Management, Inc. | 2,460 | $274.1K | 0.16% | +48+2.0% | Added |
| Traction Financial Partners, LLC | 2,460 | $274.1K | 0.16% | 00.0% | Unchanged |
| Sather Financial Group Inc | 2,463 | $274.4K | 0.01% | +174+7.6% | Added |
| Founders Grove Wealth Partners, LLC | 2,467 | $274.8K | 0.06% | +2,467 | New |
| Eldridge Investment Advisors, Inc. | 2,472 | $275.4K | 0.06% | +150+6.5% | Added |
| HBE Wealth Management, LLC | 2,473 | $275.5K | 0.26% | +2,473 | New |
| Gallacher Capital Management LLC | 2,473 | $275.5K | 0.11% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 2,474 | $275.6K | 0.08% | 00.0% | Unchanged |
| HighRoad Wealth Advisors, LLC | 2,475 | $275.7K | 0.26% | +2,475 | New |
| James J. Burns & Company, LLC | 2,479 | $276.2K | 0.04% | +2,479 | New |
| Cosner Financial Group, LLC | 2,484 | $276.7K | 0.14% | −4−0.2% | Reduced |
| Cranbrook Wealth Management, LLC | 2,489 | $277.3K | 0.05% | 00.0% | Unchanged |
| Capital Asset Managemnet, LLC | 2,493 | $277.7K | 0.31% | +2,493 | New |
| Lafayette Investments, Inc. | 2,494 | $277.9K | 0.05% | +2,494 | New |
| Roof Eidam & Maycock | 2,495 | $277.9K | 0.06% | +10.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 2,496 | $278.1K | 0.06% | +147+6.3% | Added |
| Counterweight Ventures, LLC | 2,500 | $278.5K | 0.16% | −500−16.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,500 | $278.5K | 0.04% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2,504 | $279.0K | 1.30% | −2,338−48.3% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,509 | $279.5K | 0.03% | +2,509 | New |
| Harvest Investment Services, LLC | 2,516 | $280.3K | 0.05% | +2,516 | New |
| Sharpepoint LLC | 2,516 | $280.3K | 0.17% | +2,516 | New |
| Market Street Wealth Management Advisors LLC | 2,520 | $280.7K | 0.04% | +2,520 | New |
| Independent Family Office, LLC | 2,520 | $280.8K | 0.12% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 2,530 | $282.0K | 0.20% | 00.0% | Unchanged |
| Lighthouse Wealth Management Inc. | 2,532 | $282.1K | 0.19% | −2−0.1% | Reduced |
| Altar Rock LLC | 2,529 | $282.3K | 0.34% | +2,529 | New |
| Barton Investment Management | 2,535 | $282.4K | 0.03% | 00.0% | Unchanged |
| GreatBanc Trust CO | 2,536 | $282.5K | 0.20% | −145−5.4% | Reduced |
| New Millennium Group LLC | 2,537 | $282.7K | 0.12% | +61+2.5% | Added |
| Blankinship & Foster, LLC | 2,538 | $282.8K | 0.06% | +71+2.9% | Added |
| McCollum Christoferson Group LLC | 2,541 | $283.1K | 0.08% | +450+21.5% | Added |
| Blume Capital Management, Inc. | 2,550 | $284.1K | 0.05% | −75−2.9% | Reduced |
| Hanover Advisors Inc | 2,550 | $284.1K | 0.11% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 2,557 | $284.9K | 0.10% | +119+4.9% | Added |
| Vista Private Wealth Partners. LLC | 2,917 | $285.2K | 0.10% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 2,561 | $285.3K | 0.13% | +280+12.3% | Added |