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 8 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
- +470 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
- 560
- 1,684 more added
- Sold out
- 90
- 1,662 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 |
|---|---|---|---|---|---|
| Spring Capital Management, LLC | 88,862 | $9.90M | 5.01% | −691−0.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 88,650 | $9.88M | 18.51% | +88,650 | New |
| United Capital Management of KS, Inc. | 88,618 | $9.87M | 1.38% | −1,117−1.2% | Reduced |
| Baader Bank INC | 88,694 | $9.87M | 0.82% | −3,905−4.2% | Reduced |
| Colonial Trust Co | 88,332 | $9.84M | 1.31% | −2,627−2.9% | Reduced |
| Ausdal Financial Partners, Inc. | 88,241 | $9.83M | 0.46% | +7,633+9.5% | Added |
| Evolve Private Wealth, LLC | 88,221 | $9.83M | 0.58% | +88,221 | New |
| Boston Private Wealth LLC | 88,147 | $9.82M | 0.58% | −18,627−17.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 88,065 | $9.81M | 3.39% | −2,072−2.3% | Reduced |
| Bridges Investment Management Inc | 87,906 | $9.79M | 0.12% | −2,129−2.4% | Reduced |
| Constitution Capital LLC | 87,828 | $9.78M | 4.63% | +877+1.0% | Added |
| Syon Capital LLC | 87,417 | $9.74M | 0.49% | +4,123+4.9% | Added |
| Smith, Salley & Associates | 87,100 | $9.70M | 0.48% | +5,614+6.9% | Added |
| MidFirst Bank | 86,964 | $9.69M | 0.77% | +86,964 | New |
| Journey Advisory Group, LLC | 87,334 | $9.68M | 0.81% | +4,344+5.2% | Added |
| Permanens Capital L.P. | 86,403 | $9.65M | 1.26% | +19,814+29.8% | Added |
| Capital Investment Counsel, LLC | 86,336 | $9.62M | 1.34% | +191+0.2% | Added |
| Busey Wealth Management | 86,336 | $9.62M | 0.25% | −2,482−2.8% | Reduced |
| AMJ Financial Wealth Management | 86,294 | $9.61M | 2.31% | +25,883+42.8% | Added |
| First Interstate Bank | 86,221 | $9.61M | 0.52% | −6,241−6.7% | Reduced |
| Maven Securities LTD | 85,972 | $9.58M | 1.22% | +44,109+105.4% | Added |
| Koshinski Asset Management, Inc. | 85,953 | $9.58M | 0.62% | +1,864+2.2% | Added |
| Qsemble Capital Management, LP | 85,929 | $9.57M | 0.79% | +5,134+6.4% | Added |
| Annandale Capital, LLC | 85,645 | $9.54M | 1.55% | −394−0.5% | Reduced |
| Baugh & Associates, LLC | 91,199 | $9.53M | 4.68% | −2,614−2.8% | Reduced |
| Coastline Trust Co | 85,470 | $9.52M | 0.90% | +30,388+55.2% | Added |
| Frank, Rimerman Advisors LLC | 85,415 | $9.52M | 0.60% | +5,453+6.8% | Added |
| Addenda Capital Inc. | 85,100 | $9.50M | 0.28% | −9,289−9.8% | Reduced |
| DoubleLine ETF Adviser LP | 85,284 | $9.50M | 2.85% | +2,819+3.4% | Added |
| Amarillo National Bank | 85,090 | $9.48M | 1.67% | +1,225+1.5% | Added |
| Stock Yards Bank & Trust Co | 84,728 | $9.44M | 0.29% | −626−0.7% | Reduced |
| Savvy Advisors, Inc. | 84,672 | $9.43M | 0.30% | +23,234+37.8% | Added |
| SevenBridge Financial Group, LLC | 80,047 | $9.42M | 1.51% | +1,789+2.3% | Added |
| HBK Sorce Advisory LLC | 71,622 | $9.40M | 0.22% | +2,021+2.9% | Added |
| Summit Financial Strategies, Inc. | 83,659 | $9.32M | 0.77% | −260.0% | Reduced |
| Rothschild Investment LLC | 83,624 | $9.32M | 0.51% | −8,979−9.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 83,534 | $9.31M | 2.49% | −2,326−2.7% | Reduced |
| Washington Trust Advisors, Inc. | 83,425 | $9.29M | 0.71% | −486−0.6% | Reduced |
| NovaPoint Capital, LLC | 83,145 | $9.26M | 2.39% | +1,073+1.3% | Added |
| Denali Advisors LLC | 83,105 | $9.26M | 1.03% | −346−0.4% | Reduced |
| Naviter Wealth, LLC | 82,781 | $9.24M | 1.21% | −2,929−3.4% | Reduced |
| Haverford Trust Co | 82,451 | $9.19M | 0.08% | −305−0.4% | Reduced |
| Alteri Wealth LLC | 82,079 | $9.14M | 2.96% | −3,154−3.7% | Reduced |
| Rockline Wealth Management, LLC | 81,989 | $9.13M | 1.86% | −376−0.5% | Reduced |
| Core Alternative Capital | 81,850 | $9.12M | 2.51% | −1,234−1.5% | Reduced |
| Asset Dedication, LLC | 81,842 | $9.12M | 0.60% | +1,628+2.0% | Added |
| Penobscot Investment Management Company, Inc. | 81,529 | $9.08M | 0.68% | +6,715+9.0% | Added |
| Regal Investment Advisors LLC | 81,104 | $9.04M | 0.54% | +12,460+18.2% | Added |
| Kavar Capital Partners Group, LLC | 80,860 | $9.01M | 1.24% | −396−0.5% | Reduced |
| Meridian Management Co | 80,847 | $9.01M | 2.23% | −400−0.5% | Reduced |
| Evergreen Capital Management LLC | 80,778 | $9.00M | 0.20% | +24,152+42.7% | Added |
| Cordatus Wealth Management LLC | 80,669 | $8.99M | 2.08% | −327−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 80,659 | $8.99M | 0.34% | +4,780+6.3% | Added |
| Ar Asset Management Inc | 80,300 | $8.95M | 1.83% | 00.0% | Unchanged |
| GAM Holding AG | 80,275 | $8.94M | 0.57% | +46,736+139.3% | Added |
| International Assets Investment Management, LLC | 79,955 | $8.91M | 0.61% | +809+1.0% | Added |
| Horrell Capital Management, Inc. | 79,920 | $8.90M | 3.88% | −2,558−3.1% | Reduced |
| Quest Investment Management LLC | 79,740 | $8.88M | 0.96% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 79,717 | $8.88M | 0.42% | +43,373+119.3% | Added |
| Little House Capital LLC | 79,489 | $8.86M | 2.22% | −5,508−6.5% | Reduced |
| Evercore Wealth Management, LLC | 79,320 | $8.84M | 0.13% | −361−0.5% | Reduced |
| Legacy Wealth Management, LLC | 79,221 | $8.83M | 2.36% | +9,944+14.4% | Added |
| M Holdings Securities, Inc. | 79,190 | $8.82M | 0.63% | +55,366+232.4% | Added |
| Financial & Tax Architects, LLC | 79,050 | $8.81M | 1.98% | −6,080−7.1% | Reduced |
| Catalytic Wealth RIA, LLC | 78,895 | $8.79M | 0.32% | −42,040−34.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 78,587 | $8.76M | 0.08% | +14,805+23.2% | Added |
| Old National Bancorp | 78,535 | $8.75M | 0.15% | −2,976−3.7% | Reduced |
| L & S Advisors Inc | 78,501 | $8.75M | 0.81% | +15,712+25.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 74,348 | $8.69M | 0.08% | +2,148+3.0% | Added |
| Headlands Technologies LLC | 77,972 | $8.69M | 0.72% | −107,714−58.0% | Reduced |
| BBR Partners, LLC | 77,924 | $8.68M | 0.47% | −197−0.3% | Reduced |
| Wendell David Associates Inc | 77,579 | $8.64M | 0.88% | −6,001−7.2% | Reduced |
| Kesler, Norman & Wride, LLC | 77,336 | $8.62M | 1.48% | +52,768+214.8% | Added |
| Ballentine Partners, LLC | 77,264 | $8.61M | 0.12% | −2,276−2.9% | Reduced |
| Meiji Yasuda America Inc | 77,124 | $8.59M | 1.97% | +77,124 | New |
| Capital International Sarl | 77,085 | $8.59M | 0.14% | +77,085 | New |
| Saranac Partners Ltd | 76,790 | $8.57M | 3.35% | +11,517+17.6% | Added |
| Gibraltar Capital Management, Inc. | 76,759 | $8.55M | 1.45% | −9,254−10.8% | Reduced |
| Logan Capital Management Inc | 76,737 | $8.55M | 0.36% | +17,728+30.0% | Added |
| Boyer & Corporon Wealth Management, LLC | 76,735 | $8.55M | 2.56% | −46,038−37.5% | Reduced |
| Somerset Trust Co | 76,633 | $8.54M | 2.61% | −254−0.3% | Reduced |
| Diversify Wealth Management, LLC | 70,896 | $8.53M | 0.40% | +617+0.9% | Added |
| Iyo Bank, Ltd. | 76,572 | $8.53M | 2.72% | 00.0% | Unchanged |
| Spinnaker Trust | 76,259 | $8.50M | 0.45% | +1,024+1.4% | Added |
| Smartleaf Asset Management LLC | 75,909 | $8.50M | 0.32% | +10,495+16.0% | Added |
| Contravisory Investment Management, Inc. | 76,215 | $8.49M | 1.68% | −2,077−2.7% | Reduced |
| Proficio Capital Partners LLC | 76,175 | $8.49M | 0.60% | −539−0.7% | Reduced |
| Plimoth Trust Co LLC | 76,147 | $8.48M | 1.89% | +52+0.1% | Added |
| West Branch Capital LLC | 76,104 | $8.48M | 2.18% | +574+0.8% | Added |
| Wealthcare Advisory Partners LLC | 76,090 | $8.48M | 0.17% | +3,465+4.8% | Added |
| JT Stratford LLC | 75,872 | $8.45M | 1.09% | +8,713+13.0% | Added |
| Northwest Bancshares, Inc. | 75,637 | $8.43M | 1.63% | −8,126−9.7% | Reduced |
| Hourglass Capital, LLC | 75,593 | $8.42M | 1.82% | −190−0.3% | Reduced |
| Millennium Capital Advisors, LLC | 75,075 | $8.36M | 4.93% | +50+0.1% | Added |
| Capital City Trust Co | 75,003 | $8.36M | 1.86% | −161−0.2% | Reduced |
| Occidental Asset Management, LLC | 74,771 | $8.33M | 1.00% | +670+0.9% | Added |
| Bank of Hawaii | 74,710 | $8.32M | 0.41% | −782−1.0% | Reduced |
| Wedmont Private Capital | 73,345 | $8.27M | 0.29% | +2,590+3.7% | Added |
| Bridgelight Financial Advisors, Inc. | 74,011 | $8.25M | 7.02% | +74,011 | New |
| Archford Capital Strategies, LLC | 73,990 | $8.24M | 0.96% | +1,585+2.2% | Added |