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 |
|---|---|---|---|---|---|
| Maimon Wealth Management Ltd. | 2,844 | $316.9K | 0.29% | +2,844 | New |
| Snowwater Investment Partners, LLC | 2,840 | $317.1K | 0.29% | +2,840 | New |
| Chapman Financial Group, LLC | 2,850 | $317.5K | 0.22% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 2,850 | $318.0K | 0.04% | 00.0% | Unchanged |
| Kilter Group LLC | 2,858 | $318.4K | 0.14% | −277−8.8% | Reduced |
| ETF Portfolio Partners, Inc. | 2,859 | $318.5K | 0.08% | 00.0% | Unchanged |
| Kaufman Rossin Wealth, LLC | 2,866 | $319.3K | 0.17% | −987−25.6% | Reduced |
| Signet Financial Management, LLC | 2,867 | $319.5K | 0.04% | +205+7.7% | Added |
| Baring Financial LLC | 2,870 | $319.7K | 0.19% | +518+22.0% | Added |
| Noesis Capital Mangement Corp | 2,870 | $319.7K | 0.05% | +375+15.0% | Added |
| Peck Wealth Management, LLC | 2,874 | $320.2K | 0.30% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 2,879 | $320.7K | 0.10% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 2,882 | $321.1K | 0.02% | −218−7.0% | Reduced |
| KDT Advisors, LLC | 2,890 | $322.0K | 0.45% | +540+23.0% | Added |
| Pure Portfolios Holdings LLC | 2,895 | $322.6K | 0.10% | +20+0.7% | Added |
| Sandy Cove Advisors, LLC | 2,896 | $322.6K | 0.10% | +290+11.1% | Added |
| Searle & Co. | 2,899 | $323.0K | 0.08% | +2,899 | New |
| Journey Beyond Wealth, LLC | 2,901 | $323.2K | 0.26% | −105−3.5% | Reduced |
| Atlas Private Wealth Advisors | 2,903 | $323.5K | 0.08% | +157+5.7% | Added |
| Exit Wealth Advisors, LLC. | 2,904 | $323.5K | 0.19% | −317−9.8% | Reduced |
| Vilga Financial Planning LLC | 2,913 | $324.5K | 0.31% | +2,913 | New |
| Post Resch Tallon Group Inc. | 2,916 | $324.9K | 0.27% | +36+1.3% | Added |
| Hill Island Financial LLC | 2,920 | $325.3K | 0.08% | −62−2.1% | Reduced |
| Northland Securities, Inc. | 2,926 | $326.0K | 0.31% | +2,926 | New |
| Alongside, LLC | 2,928 | $326.2K | 0.11% | +2,928 | New |
| Arrowroot Family Office, LLC | 2,928 | $326.2K | 0.12% | −17−0.6% | Reduced |
| Midwest Financial Group LLC | 2,930 | $326.5K | 0.14% | −157−5.1% | Reduced |
| Essex LLC | 2,938 | $327.3K | 0.06% | +15+0.5% | Added |
| Fiduciary Wealth Partners, LLC | 2,938 | $327.4K | 0.13% | −125−4.1% | Reduced |
| Palatine Hill Wealth Management, LLC | 2,940 | $327.5K | 0.26% | +2,940 | New |
| Adapt Wealth Advisors, LLC | 2,943 | $327.9K | 0.11% | −162−5.2% | Reduced |
| Acumen Wealth Advisors, LLC | 2,943 | $327.9K | 0.09% | +2,943 | New |
| Sterneck Capital Management, LLC | 2,947 | $328.3K | 0.15% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,950 | $328.6K | 0.11% | −108−3.5% | Reduced |
| Rare Wolf Capital LLC | 2,951 | $328.8K | 0.21% | +2,951 | New |
| Everest Management Corp. | 2,958 | $329.6K | 0.18% | +334+12.7% | Added |
| Tower Wealth Partners, Inc. | 2,962 | $330.0K | 0.18% | +2,962 | New |
| Harbour Investment Management LLC | 2,960 | $330.5K | 0.18% | −113−3.7% | Reduced |
| Acorn Financial Advisory Services Inc | 2,968 | $330.6K | 0.05% | −788−21.0% | Reduced |
| Prudent Man Investment Management, Inc. | 2,969 | $330.8K | 0.11% | +854+40.4% | Added |
| BCU Wealth Advisors, LLC | 2,974 | $331.3K | 0.13% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 2,975 | $331.4K | 0.08% | 00.0% | Unchanged |
| 1248 Management, LLC | 2,970 | $331.6K | 0.18% | 00.0% | Unchanged |
| Warner Financial, Inc | 2,984 | $332.0K | 0.12% | 00.0% | Unchanged |
| First Financial Group Corp | 2,980 | $332.0K | 0.28% | −56−1.8% | Reduced |
| Petix & Botte Co | 2,980 | $332.0K | 0.08% | +34+1.2% | Added |
| Leisure Capital Management | 2,986 | $332.6K | 0.11% | +599+25.1% | Added |
| Avid Wealth Partners LLC | 2,994 | $333.8K | 0.16% | +347+13.1% | Added |
| Villere St Denis J & Co LLC | 2,997 | $333.9K | 0.03% | 00.0% | Unchanged |
| Private Management Group Inc | 2,997 | $333.9K | 0.01% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 3,000 | $334.0K | 0.22% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 2,998 | $334.0K | 0.37% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 3,000 | $334.2K | 0.13% | 00.0% | Unchanged |
| NWK Group, Inc. | 3,000 | $334.2K | 0.12% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 3,000 | $334.2K | 0.08% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 3,000 | $334.2K | 0.24% | 00.0% | Unchanged |
| Values Added Financial LLC | 3,005 | $334.8K | 0.14% | −57−1.9% | Reduced |
| Dynamic Financial Group | 3,005 | $334.8K | 0.29% | −70−2.3% | Reduced |
| RHS Financial, LLC | 3,010 | $335.4K | 0.16% | +3,010 | New |
| Heron Bay Capital Management | 3,012 | $335.6K | 0.06% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,006 | $335.6K | 0.12% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 2,559 | $335.8K | 0.15% | +52+2.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,012 | $336.0K | 0.02% | +637+26.8% | Added |
| Prairiewood Capital, LLC | 3,018 | $336.2K | 0.10% | −270−8.2% | Reduced |
| Attessa Capital LLC | 3,019 | $336.3K | 0.18% | +43+1.4% | Added |
| Ritter Daniher Financial Advisory LLC | 3,021 | $336.6K | 0.06% | +774+34.4% | Added |
| Synergy Financial Group, LTD | 3,028 | $337.3K | 0.24% | +60+2.0% | Added |
| BCM Advisors, LLC | 2,866 | $337.4K | 0.06% | −24−0.8% | Reduced |
| Notis-McConarty Edward | 3,030 | $337.6K | 0.16% | 00.0% | Unchanged |
| Gambit Capital Management, LLC | 3,030 | $337.6K | 0.24% | +3,030 | New |
| Marex Group plc | 3,036 | $338.2K | 0.00% | −4,519−59.8% | Reduced |
| Avaii Wealth Management, LLC | 3,037 | $338.4K | 0.12% | +61+2.0% | Added |
| Bruce G. Allen Investments, LLC | 3,038 | $338.5K | 0.23% | +462+17.9% | Added |
| 1776 Wealth LLC | 3,043 | $339.0K | 0.13% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 3,049 | $339.7K | 0.02% | −1,994−39.5% | Reduced |
| Schwartz Investment Counsel Inc | 3,050 | $339.8K | 0.01% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 3,051 | $339.9K | 0.12% | +404+15.3% | Added |
| Stephenson National Bank & Trust | 3,054 | $340.2K | 0.10% | +54+1.8% | Added |
| AdviceOne Advisory Services, LLC | 3,056 | $340.4K | 0.20% | −2,057−40.2% | Reduced |
| BetterWealth, LLC | 3,056 | $340.4K | 0.08% | −46−1.5% | Reduced |
| Dakota Community Bank & Trust NA | 3,062 | $341.1K | 1.17% | −24−0.8% | Reduced |
| Vision Retirement, LLC | 3,064 | $341.4K | 0.09% | +3,064 | New |
| Colter Lewis Investment Partners LLC | 3,058 | $341.4K | 0.39% | +3,058 | New |
| R Squared Ltd | 3,069 | $341.9K | 0.16% | −2,417−44.1% | Reduced |
| Legacy Trust | 3,070 | $342.0K | 0.06% | −500−14.0% | Reduced |
| Fortis Advisors, LLC | 3,070 | $342.0K | 0.19% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 3,072 | $342.3K | 0.24% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 3,072 | $342.3K | 0.01% | +305+11.0% | Added |
| Cahill Financial Advisors Inc | 3,074 | $342.4K | 0.04% | +435+16.5% | Added |
| Bayforest Capital Ltd | 3,081 | $343.3K | 0.26% | +3,081 | New |
| Wallington Asset Management, LLC | 3,088 | $344.0K | 0.04% | 00.0% | Unchanged |
| Mascagni Wealth Management, Inc. | 3,099 | $345.2K | 0.26% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 3,100 | $345.4K | 0.16% | +150+5.1% | Added |
| Operose Advisors LLC | 3,103 | $345.7K | 0.08% | −9−0.3% | Reduced |
| Darrow Company, Inc. | 3,104 | $345.8K | 0.16% | +250+8.8% | Added |
| Pioneer Family Office, LLC | 3,107 | $346.2K | 0.23% | +3,107 | New |
| Templeton & Phillips Capital Management, LLC | 3,117 | $347.3K | 0.23% | −62−2.0% | Reduced |
| Instrumental Wealth, LLC | 2,810 | $349.6K | 0.21% | +240+9.3% | Added |
| Avos Capital Management, LLC | 3,142 | $350.1K | 0.15% | 00.0% | Unchanged |
| Adams Wealth Management | 3,143 | $350.2K | 0.07% | −120−3.7% | Reduced |