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
- 4,415
- +469 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
- 559
- 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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| Crescent Grove Advisors, LLC | 3,516 | $392.6K | 0.04% | −1,360−27.9% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,525 | $392.7K | 0.13% | +115+3.4% | Added |
| BKA Wealth Consulting, Inc. | 3,528 | $393.0K | 0.33% | +977+38.3% | Added |
| Carrera Capital Advisors | 3,523 | $393.4K | 0.07% | +1,449+69.9% | Added |
| Torren Management, LLC | 3,534 | $393.7K | 0.20% | +3,534 | New |
| TrustWell Financial Advisors, LLC | 3,535 | $393.8K | 0.38% | +3,535 | New |
| Cookson Peirce & Co Inc | 3,542 | $394.7K | 0.02% | +53+1.5% | Added |
| Significant Wealth Partners LLC | 3,548 | $395.3K | 0.44% | −3,799−51.7% | Reduced |
| Alpha Financial Partners, LLC | 3,550 | $395.5K | 0.24% | −88−2.4% | Reduced |
| Talisman Wealth Advisors LLC | 3,543 | $395.7K | 0.31% | −40−1.1% | Reduced |
| DDFG, Inc | 3,552 | $395.7K | 0.09% | 00.0% | Unchanged |
| Prism Planning Partners LLC | 3,556 | $396.2K | 0.44% | +3,556 | New |
| WealthPoint Financial, LLC | 3,557 | $396.3K | 0.34% | +3,557 | New |
| Daybright Advisory Services, Inc. | 3,561 | $396.7K | 0.11% | +3,561 | New |
| Klingenstein Fields & Co LP | 3,567 | $397.4K | 0.01% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,577 | $398.5K | 0.17% | 00.0% | Unchanged |
| Independence Financial Advisors, LLC | 3,579 | $398.7K | 0.11% | +19+0.5% | Added |
| Flagship Wealth Advisors, LLC | 3,581 | $399.0K | 0.12% | +1,500+72.1% | Added |
| True Wealth Design, LLC | 3,585 | $399.4K | 0.12% | +430+13.6% | Added |
| Threadgill Financial, LLC | 3,592 | $400.2K | 0.17% | +42+1.2% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,503 | $400.5K | 0.06% | +1,226+53.8% | Added |
| Marion Wealth Management | 3,404 | $400.8K | 0.09% | +18+0.5% | Added |
| Carl P. Sherr & Co., LLC | 3,366 | $401.0K | 0.18% | +10.0% | Added |
| NorthStar Asset Management LLC | 3,599 | $401.0K | 0.18% | +980+37.4% | Added |
| Kirtland Hills Capital Management, LLC | 3,601 | $401.2K | 0.14% | −94−2.5% | Reduced |
| Rench Wealth Management, Inc. | 3,605 | $401.6K | 0.12% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 3,610 | $402.2K | 0.17% | −121−3.2% | Reduced |
| Fiduciary Financial Group, LLC | 3,610 | $402.2K | 0.06% | +323+9.8% | Added |
| Trail Ridge Investment Advisors, LLC | 3,611 | $402.3K | 0.17% | +110+3.1% | Added |
| CDM Financial Counseling Services, Inc. | 3,616 | $402.8K | 0.38% | +3,616 | New |
| Maple Capital Management, Inc. | 3,616 | $402.9K | 0.03% | −373−9.4% | Reduced |
| Elite Financial, Inc. | 3,612 | $403.0K | 0.18% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 3,624 | $403.8K | 0.05% | +101+2.9% | Added |
| Bayban | 3,629 | $404.3K | 0.36% | +3,629 | New |
| Cornell Pochily Investment Advisors, Inc. | 3,633 | $404.8K | 0.12% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 3,634 | $404.9K | 0.08% | +451+14.2% | Added |
| Client 1st Advisory Group, LLC | 3,637 | $405.2K | 0.13% | +3,637 | New |
| Sightline Wealth Advisors, LLC | 3,639 | $405.4K | 0.17% | −39−1.1% | Reduced |
| Morton Community Bank | 3,403 | $405.4K | 0.09% | −75−2.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,644 | $405.9K | 0.03% | +2,361+184.0% | Added |
| True Link Financial Advisors, LLC | 3,645 | $406.1K | 0.02% | +3,645 | New |
| CogentBlue Wealth Advisors, LLC | 3,645 | $406.1K | 0.28% | +51+1.4% | Added |
| Reyes Financial Architecture, Inc. | 3,646 | $406.2K | 0.25% | +2,926+406.4% | Added |
| Mid-American Wealth Advisory Group, Inc. | 3,647 | $406.3K | 0.17% | +358+10.9% | Added |
| Legacy Solutions, LLC | 3,647 | $406.3K | 0.36% | −68−1.8% | Reduced |
| Ade, LLC | 3,663 | $408.1K | 0.20% | 00.0% | Unchanged |
| Asio Capital, LLC | 3,660 | $408.6K | 0.06% | +44+1.2% | Added |
| Marquette Asset Management, LLC | 3,680 | $410.0K | 0.06% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 3,684 | $410.4K | 1.09% | +3,684 | New |
| Pacific Sun Financial Corp | 3,684 | $411.3K | 0.20% | +45+1.2% | Added |
| SwitchPoint Financial Planning, LLC | 3,694 | $411.6K | 0.29% | +61+1.7% | Added |
| McHugh Group, LLC | 3,700 | $412.2K | 0.23% | 00.0% | Unchanged |
| TL Private Wealth | 3,606 | $413.0K | 0.16% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,712 | $413.6K | 0.23% | −765−17.1% | Reduced |
| Winter & Associates, Inc. | 3,713 | $413.7K | 0.38% | +3,713 | New |
| Compass Financial Services Inc | 3,714 | $413.8K | 0.18% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 3,716 | $414.0K | 0.04% | −15−0.4% | Reduced |
| Asset Planning,Inc | 3,724 | $414.9K | 0.29% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 3,724 | $414.9K | 0.08% | −265−6.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,731 | $415.7K | 0.30% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,738 | $416.0K | 0.00% | +200+5.7% | Added |
| Cloud Capital Management, LLC | 3,734 | $416.0K | 0.20% | +2,089+127.0% | Added |
| Buffalo Business & Estate Services Ltd | 3,742 | $416.9K | 0.06% | +3,742 | New |
| Mill Capital Management, LLC | 3,747 | $417.5K | 0.03% | −94−2.4% | Reduced |
| Meadowbrook Wealth Management, LLC | 3,749 | $417.7K | 0.48% | −150−3.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3,751 | $417.9K | 0.05% | +127+3.5% | Added |
| Financial Advisory Corp | 3,751 | $418.0K | 0.11% | +329+9.6% | Added |
| Cedarwood Wealth LLC | 3,559 | $418.6K | 0.47% | +3,559 | New |
| Guardian Wealth Advisors, LLC | 3,762 | $419.2K | 0.24% | −15−0.4% | Reduced |
| Austin Asset Management Co Inc | 3,778 | $420.9K | 0.07% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 3,779 | $421.0K | 0.18% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 3,786 | $421.8K | 0.08% | +27+0.7% | Added |
| Westbourne Investment Advisors, Inc. | 3,794 | $422.7K | 0.12% | 00.0% | Unchanged |
| Kendall Capital Management | 3,804 | $423.8K | 0.09% | −121−3.1% | Reduced |
| IMZ Advisory Inc | 3,806 | $424.0K | 0.16% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 3,806 | $424.0K | 0.18% | −29−0.8% | Reduced |
| Koss-Olinger Consulting, LLC | 3,818 | $425.0K | 0.03% | −1,684−30.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,821 | $426.0K | 0.05% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,831 | $426.8K | 0.02% | −471−10.9% | Reduced |
| Capital Squared Financial LLC | 3,832 | $426.9K | 0.33% | +157+4.3% | Added |
| Members Wealth LLC | 3,639 | $428.1K | 0.27% | −434−10.7% | Reduced |
| State of Wyoming | 3,843 | $428.1K | 0.05% | −4,012−51.1% | Reduced |
| Searcy Financial Services Inc | 3,850 | $429.0K | 0.16% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3,851 | $429.0K | 0.02% | +1,131+41.6% | Added |
| SLT Holdings LLC | 3,852 | $429.2K | 0.29% | +850+28.3% | Added |
| Truepoint, Inc. | 3,854 | $429.4K | 0.01% | −264−6.4% | Reduced |
| Pictet North America Advisors SA | 3,854 | $429.4K | 0.04% | +141+3.8% | Added |
| Marks Group Wealth Management, Inc | 3,855 | $429.5K | 0.04% | −99−2.5% | Reduced |
| Intellus Advisors LLC | 3,860 | $430.0K | 0.06% | −300−7.2% | Reduced |
| Landmark Wealth Management, Inc. | 3,861 | $430.2K | 0.16% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 3,863 | $430.4K | 0.14% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 3,870 | $431.1K | 0.10% | −5,249−57.6% | Reduced |
| B&L Asset Management LLC | 3,870 | $431.2K | 0.19% | +45+1.2% | Added |
| Rice Hall James & Associates, LLC | 3,873 | $431.5K | 0.02% | 00.0% | Unchanged |
| Next Level Private LLC | 3,874 | $431.6K | 0.11% | +285+7.9% | Added |
| Prosperitas Financial LLC | 3,879 | $432.2K | 0.17% | +50+1.3% | Added |
| Pasadena Private Wealth, LLC | 3,893 | $433.7K | 0.06% | −45−1.1% | Reduced |
| BW Gestao de Investimentos Ltda. | 3,897 | $434.2K | 0.02% | +3,897 | New |
| Wealth High Governance Capital Ltda | 3,897 | $434.2K | 0.13% | +3,897 | New |
| Potentia Wealth | 3,899 | $434.4K | 0.16% | 00.0% | Unchanged |