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 |
|---|---|---|---|---|---|
| CacheTech Inc. | 3,143 | $350.2K | 0.06% | −120−3.7% | Reduced |
| Heritage Financial Services, LLC | 3,144 | $350.3K | 0.03% | +133+4.4% | Added |
| Clarion Wealth Managment Partners, LLC | 3,145 | $350.4K | 0.32% | +21+0.7% | Added |
| Balance Wealth, LLC | 3,146 | $350.5K | 0.11% | −3−0.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 3,150 | $350.9K | 0.10% | −1,492−32.1% | Reduced |
| Ellis Investment Partners, LLC | 3,150 | $351.0K | 0.06% | −623−16.5% | Reduced |
| E-Wealth Partners, LLC | 3,155 | $351.5K | 0.30% | +3,155 | New |
| Fox Run Management, L.L.C. | 3,162 | $352.3K | 0.05% | −13,418−80.9% | Reduced |
| WP Advisors, LLC | 3,169 | $353.0K | 0.09% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 3,176 | $353.8K | 0.00% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 3,180 | $354.2K | 0.23% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 3,191 | $355.5K | 0.09% | +1,249+64.3% | Added |
| Rodgers Brothers Inc. | 3,194 | $355.8K | 0.04% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 3,200 | $356.5K | 0.34% | +3,200 | New |
| Riverstone Advisors, LLC | 3,203 | $356.8K | 0.17% | +641+25.0% | Added |
| CMT Capital Markets Trading GmbH | 3,200 | $357.0K | 0.24% | −48,100−93.8% | Reduced |
| Macroview Investment Management LLC | 3,209 | $357.5K | 0.25% | +463+16.9% | Added |
| Nolet Wealth Management, LLC | 3,209 | $357.5K | 0.20% | +3,209 | New |
| Buttonwood Financial Advisors Inc. | 3,210 | $357.6K | 0.12% | −92−2.8% | Reduced |
| Kelly Financial Group LLC | 3,204 | $357.7K | 0.09% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 3,222 | $359.0K | 0.15% | 00.0% | Unchanged |
| Capital Developers, LLC | 3,222 | $359.0K | 0.32% | +3,222 | New |
| Bonfire Financial | 3,219 | $359.4K | 0.27% | +5+0.2% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,239 | $360.8K | 0.08% | +162+5.3% | Added |
| Tumwater Wealth Management, LLC | 3,240 | $361.0K | 0.15% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,254 | $362.6K | 0.07% | −5−0.2% | Reduced |
| Horizon Wealth Management, LLC | 3,267 | $364.0K | 0.06% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 3,268 | $364.1K | 0.05% | −1,105−25.3% | Reduced |
| Salomon & Ludwin, LLC | 3,238 | $365.0K | 0.03% | +456+16.4% | Added |
| Capstone Wealth Management Group, LLC | 3,280 | $365.5K | 0.15% | +3,280 | New |
| Wheels Up Wealth, Inc. | 3,285 | $366.0K | 0.34% | +3,285 | New |
| Tarbox Family Office, Inc. | 3,287 | $366.2K | 0.06% | −70−2.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 3,288 | $366.3K | 0.07% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 3,283 | $366.5K | 0.06% | 00.0% | Unchanged |
| BNB Wealth Management, LLC | 3,305 | $368.2K | 0.24% | +3,305 | New |
| Wellington-Altus USA Inc. | 3,306 | $368.3K | 0.27% | +3,306 | New |
| Lantern Wealth Advisors, LLC | 3,307 | $368.5K | 0.20% | +370+12.6% | Added |
| Invested Advisors | 3,309 | $368.7K | 0.38% | +388+13.3% | Added |
| IFG Advisors, LLC | 3,312 | $369.0K | 0.06% | −282−7.8% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 3,313 | $369.1K | 0.35% | +175+5.6% | Added |
| Philip James Wealth Mangement, LLC | 3,317 | $369.6K | 0.04% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 3,319 | $369.8K | 0.12% | +62+1.9% | Added |
| Artesa Financial Group, LLC | 3,321 | $370.0K | 0.38% | +3,321 | New |
| Sandbox Financial Partners, LLC | 3,325 | $370.4K | 0.10% | −20−0.6% | Reduced |
| Eagle Wealth Strategies LLC | 3,328 | $370.7K | 0.17% | +100+3.1% | Added |
| Cherry Tree Wealth Management, LLC | 3,329 | $370.9K | 0.08% | −72−2.1% | Reduced |
| Sculati Wealth Management, LLC | 3,330 | $371.0K | 0.13% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,337 | $371.8K | 0.17% | −161−4.6% | Reduced |
| Taylor Securities Services, Inc. | 3,347 | $372.9K | 0.17% | +3,347 | New |
| Entrewealth, LLC | 2,843 | $373.0K | 0.17% | +210+8.0% | Added |
| A4 Wealth Advisors LLC | 3,353 | $373.6K | 0.32% | −2,163−39.2% | Reduced |
| Walsky Investment Management, Inc. | 3,355 | $373.8K | 0.38% | +3,355 | New |
| Tenzing Financial LLC | 3,363 | $374.7K | 0.30% | +3,363 | New |
| Alley Investment Management Company, LLC | 3,367 | $375.1K | 0.04% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 3,370 | $375.5K | 0.10% | +260+8.4% | Added |
| Helium Advisors LLC | 3,373 | $375.8K | 0.38% | −797−19.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,990 | $376.1K | 0.09% | −3,380−53.1% | Reduced |
| London & Capital Asset Management Ltd | 3,379 | $376.4K | 0.00% | +3,379 | New |
| Leslie Global Wealth, LLC | 3,385 | $377.1K | 0.17% | −3−0.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,386 | $377.2K | 0.17% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 3,387 | $377.3K | 0.25% | +161+5.0% | Added |
| Advocacy Wealth Management Services, LLC | 3,392 | $377.9K | 0.02% | +84+2.5% | Added |
| Verus Financial Partners, Inc. | 3,214 | $378.0K | 0.03% | −27−0.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,393 | $378.1K | 0.28% | +102+3.1% | Added |
| Hopwood Financial Services, Inc. | 3,396 | $378.3K | 0.27% | −109−3.1% | Reduced |
| Intact Investment Management Inc. | 3,400 | $378.8K | 0.01% | −4,900−59.0% | Reduced |
| Karras Company, Inc. | 3,403 | $379.2K | 0.37% | +3,403 | New |
| K.J. Harrison & Partners Inc | 3,404 | $379.2K | 0.05% | −52,000−93.9% | Reduced |
| CJM Wealth Advisers, Ltd. | 3,404 | $379.2K | 0.11% | +31+0.9% | Added |
| Cannon Advisors, Inc. | 3,164 | $379.8K | 0.27% | −298−8.6% | Reduced |
| Northeast Financial Group, Inc. | 3,414 | $380.4K | 0.10% | −2,600−43.2% | Reduced |
| Barlow Wealth Partners, Inc. | 3,326 | $380.9K | 0.04% | +180+5.7% | Added |
| Boomfish Wealth Group, LLC | 3,429 | $382.0K | 0.20% | −272−7.3% | Reduced |
| Taylor Hoffman Capital Management LLC | 3,436 | $382.8K | 0.12% | −93−2.6% | Reduced |
| Clarus Wealth Advisors | 3,181 | $382.9K | 0.16% | +347+12.2% | Added |
| Marietta Investment Partners LLC | 3,443 | $383.6K | 0.08% | −183−5.0% | Reduced |
| Goldstein Advisors, LLC | 3,447 | $384.0K | 0.04% | +172+5.3% | Added |
| BlueSky Wealth Advisors, LLC | 3,456 | $385.0K | 0.05% | 00.0% | Unchanged |
| Ridgeline Wealth Planning, LLC | 3,463 | $385.8K | 0.28% | +436+14.4% | Added |
| Vestia Personal Wealth Advisors | 3,239 | $386.6K | 0.20% | +49+1.5% | Added |
| TriaGen Wealth Management LLC | 3,472 | $386.8K | 0.10% | −18,819−84.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 3,472 | $386.8K | 0.23% | +640+22.6% | Added |
| Staley Capital Advisers Inc | 3,477 | $387.3K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3,473 | $387.8K | 0.08% | +18+0.5% | Added |
| Bolthouse Investments, LLC | 3,484 | $388.1K | 0.35% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 3,486 | $388.4K | 0.15% | +427+14.0% | Added |
| Asempa Wealth Advisors | 3,492 | $389.0K | 0.34% | +3,492 | New |
| Chemistry Wealth Management LLC | 3,494 | $389.2K | 0.07% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 3,500 | $389.9K | 0.10% | +1,054+43.1% | Added |
| Avenir Corp | 3,501 | $390.0K | 0.04% | −87−2.4% | Reduced |
| PCG Wealth Advisors, LLC | 3,501 | $390.0K | 0.11% | +40+1.2% | Added |
| Legacy Wealth Advisors, LLC | 3,503 | $390.3K | 0.26% | +3,503 | New |
| Heritage Wealth Architects, Inc. | 3,320 | $390.9K | 0.18% | +3,320 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,512 | $391.3K | 0.00% | +875+33.2% | Added |
| Great Waters Wealth Management | 3,517 | $391.8K | 0.04% | −304−8.0% | Reduced |
| Heritage Investment Group, Inc. | 3,517 | $391.8K | 0.06% | +559+18.9% | Added |
| Ring Mountain Capital, LLC | 3,278 | $392.0K | 0.20% | −22−0.7% | Reduced |
| Prepared Retirement Institute LLC | 3,519 | $392.0K | 0.20% | +370+11.7% | Added |
| Schubert & Co | 3,521 | $392.3K | 0.31% | −454−11.4% | Reduced |
| Crescent Grove Advisors, LLC | 3,516 | $392.6K | 0.04% | −1,360−27.9% | Reduced |