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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 73,969 | $8.24M | 0.11% | +1,205+1.7% | Added |
| Decker Wealth Management LLC | 73,961 | $8.24M | 1.81% | +73,961 | New |
| Harbour Investments, Inc. | 73,511 | $8.19M | 0.17% | +13,908+23.3% | Added |
| Estabrook Capital Management | 73,506 | $8.19M | 1.20% | −1,763−2.3% | Reduced |
| Jacobs & Co | 73,380 | $8.18M | 0.77% | −1,824−2.4% | Reduced |
| Anchor Investment Management, LLC | 73,373 | $8.17M | 0.66% | −3,403−4.4% | Reduced |
| DSG Capital Advisors, LLC | 68,541 | $8.17M | 1.24% | +3,987+6.2% | Added |
| DLK Investment Management, LLC | 73,306 | $8.17M | 3.04% | +127+0.2% | Added |
| Foster & Motley Inc | 73,247 | $8.16M | 0.44% | −3,636−4.7% | Reduced |
| Nations Financial Group Inc, | 73,143 | $8.15M | 0.43% | +7,177+10.9% | Added |
| German American Bancorp, Inc. | 73,109 | $8.15M | 0.69% | +3,219+4.6% | Added |
| GKV Capital Management Co., Inc. | 73,071 | $8.14M | 3.05% | +755+1.0% | Added |
| Tema ETFs LLC | 73,066 | $8.14M | 0.63% | +2,116+3.0% | Added |
| Jamison Private Wealth Management, Inc. | 73,036 | $8.14M | 0.99% | +419+0.6% | Added |
| William B. Walkup & Associates, Inc. | 72,870 | $8.12M | 4.44% | −926−1.3% | Reduced |
| Continuum Advisory, LLC | 72,868 | $8.12M | 0.81% | +2,918+4.2% | Added |
| Robertson Stephens Wealth Management, LLC | 72,593 | $8.10M | 0.23% | −3,663−4.8% | Reduced |
| Keel Point, LLC | 72,662 | $8.10M | 0.49% | −1,409−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 72,547 | $8.08M | 0.09% | −414−0.6% | Reduced |
| Heritage Wealth Management, Inc. | 72,501 | $8.08M | 2.25% | −563−0.8% | Reduced |
| Capital Asset Advisory Services LLC | 70,585 | $8.07M | 0.32% | +604+0.9% | Added |
| Gamco Investors, Inc. Et Al | 72,295 | $8.05M | 0.08% | −2,324−3.1% | Reduced |
| Confluence Wealth Services, Inc. | 72,251 | $8.05M | 0.33% | −2,864−3.8% | Reduced |
| Modern Wealth Management, LLC | 72,209 | $8.04M | 0.15% | +3,532+5.1% | Added |
| Radnor Capital Management, LLC | 72,051 | $8.03M | 1.19% | −42−0.1% | Reduced |
| Sitrin Capital Management LLC | 71,600 | $7.99M | 3.79% | +320+0.4% | Added |
| Equitable Trust Co | 71,512 | $7.97M | 0.36% | 00.0% | Unchanged |
| StoneX Group Inc. | 71,317 | $7.95M | 0.34% | −385−0.5% | Reduced |
| Covington Investment Advisors Inc. | 71,302 | $7.94M | 1.09% | −8,212−10.3% | Reduced |
| Windward Capital Management Co | 71,229 | $7.94M | 0.63% | −5,324−7.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 70,944 | $7.90M | 0.45% | −7,608−9.7% | Reduced |
| Westfield Capital Management Co LP | 70,910 | $7.90M | 0.03% | +6,008+9.3% | Added |
| Coastal Bridge Advisors, LLC | 70,853 | $7.89M | 0.59% | −5,541−7.3% | Reduced |
| Herold Advisors, Inc. | 70,811 | $7.89M | 1.76% | −250.0% | Reduced |
| Citizens National Bank Trust Department | 70,586 | $7.86M | 1.36% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 66,717 | $7.85M | 0.19% | −613−0.9% | Reduced |
| Cornerstone Wealth Group, LLC | 70,436 | $7.85M | 0.54% | +1,549+2.2% | Added |
| Parkside Financial Bank & Trust | 70,326 | $7.84M | 0.59% | +6,455+10.1% | Added |
| Kanawha Capital Management LLC | 70,244 | $7.83M | 0.54% | +6,476+10.2% | Added |
| Western Wealth Management, LLC | 70,209 | $7.82M | 0.36% | +4,374+6.6% | Added |
| Sterling Capital Management LLC | 70,191 | $7.82M | 0.13% | −15,344−17.9% | Reduced |
| Headinvest, LLC | 70,094 | $7.81M | 1.55% | −2,236−3.1% | Reduced |
| Arrow Capital Pty Ltd | 70,000 | $7.80M | 7.47% | +70,000 | New |
| Courier Capital LLC | 69,970 | $7.80M | 0.44% | −464−0.7% | Reduced |
| William Allan, LLC | 69,922 | $7.79M | 4.42% | −5,496−7.3% | Reduced |
| NWF Advisory Services Inc. | 69,920 | $7.79M | 0.86% | −1,309−1.8% | Reduced |
| Roman Butler Fullerton & Co | 66,029 | $7.78M | 2.04% | −184−0.3% | Reduced |
| AMG National Trust Bank | 69,680 | $7.76M | 0.18% | +1,618+2.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 69,395 | $7.73M | 3.31% | −605−0.9% | Reduced |
| Cercano Management LLC | 69,379 | $7.73M | 0.29% | +55,744+408.8% | Added |
| Berkshire Bank | 69,343 | $7.73M | 1.57% | −933−1.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 69,262 | $7.72M | 0.38% | +20,170+41.1% | Added |
| Geneos Wealth Management Inc. | 69,210 | $7.71M | 0.19% | −1,204−1.7% | Reduced |
| Sentry LLC | 69,168 | $7.71M | 2.11% | −731−1.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 68,763 | $7.70M | 0.73% | −8,816−11.4% | Reduced |
| Bright Rock Capital Management, LLC | 69,000 | $7.69M | 1.51% | 00.0% | Unchanged |
| Taproot Management LP | 68,956 | $7.68M | 1.24% | +68,956 | New |
| Jackson Hole Capital Partners, LLC | 68,474 | $7.63M | 1.31% | +3,414+5.2% | Added |
| Prosperity Consulting Group, LLC | 68,124 | $7.59M | 0.34% | −980−1.4% | Reduced |
| Stonebridge Financial Group, LLC | 68,118 | $7.59M | 0.65% | +1,408+2.1% | Added |
| Kingsman Wealth Management, Inc. | 67,898 | $7.56M | 4.09% | +5,477+8.8% | Added |
| Stablepoint Partners, LLC | 67,790 | $7.55M | 1.18% | +585+0.9% | Added |
| Silvant Capital Management LLC | 67,775 | $7.55M | 0.26% | 00.0% | Unchanged |
| TCW Group Inc | 67,687 | $7.54M | 0.05% | +67,687 | New |
| Crestwood Advisors Group LLC | 67,540 | $7.52M | 0.13% | +6,718+11.0% | Added |
| Westerkirk Capital Inc. | 67,224 | $7.49M | 0.73% | +34,500+105.4% | Added |
| Lockheed Martin Investment Management Co | 67,120 | $7.48M | 0.25% | −289,600−81.2% | Reduced |
| Advyzon Investment Management, LLC | 67,054 | $7.47M | 0.87% | +28,826+75.4% | Added |
| Paradigm Financial Partners, LLC | 66,987 | $7.46M | 0.75% | −520−0.8% | Reduced |
| Rehmann Capital Advisory Group | 66,970 | $7.46M | 0.39% | −1,853−2.7% | Reduced |
| Northcape Wealth Management, LLC | 66,903 | $7.45M | 2.11% | −1,287−1.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 66,764 | $7.44M | 0.13% | +1,079+1.6% | Added |
| Hamilton Point Investment Advisors, LLC | 66,219 | $7.39M | 1.12% | +530+0.8% | Added |
| Kempen Capital Management N.V. | 65,935 | $7.38M | 0.06% | +65,935 | New |
| LaFleur & Godfrey LLC | 66,177 | $7.37M | 0.89% | −941−1.4% | Reduced |
| Banque Pictet & Cie SA | 66,147 | $7.37M | 0.07% | +31,836+92.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 66,073 | $7.36M | 0.93% | +66,073 | New |
| Kathmere Capital Management, LLC | 66,017 | $7.35M | 0.50% | +505+0.8% | Added |
| Capital Advisors Inc | 65,761 | $7.33M | 0.12% | +1,210+1.9% | Added |
| Gifford Fong Associates | 65,550 | $7.30M | 1.46% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 65,544 | $7.30M | 1.01% | −694−1.0% | Reduced |
| CWA Asset Management Group, LLC | 65,523 | $7.30M | 0.26% | −1,508−2.2% | Reduced |
| Weatherly Asset Management L. P. | 65,337 | $7.28M | 0.56% | +6,707+11.4% | Added |
| Riggs Asset Managment Co. Inc. | 65,219 | $7.27M | 1.47% | +74+0.1% | Added |
| WealthPLAN Partners, LLC | 65,022 | $7.24M | 1.08% | −4,773−6.8% | Reduced |
| High Note Wealth, LLC | 64,974 | $7.24M | 1.42% | +522+0.8% | Added |
| Kercheville Advisors, LLC | 61,230 | $7.21M | 1.89% | +5,239+9.4% | Added |
| 180 Wealth Advisors, LLC | 64,696 | $7.21M | 0.82% | +2,609+4.2% | Added |
| Mechanics Bank Trust Department | 64,686 | $7.21M | 0.94% | −2,267−3.4% | Reduced |
| Novem Group | 64,610 | $7.20M | 0.83% | −5,412−7.7% | Reduced |
| Walleye Capital LLC | 64,516 | $7.19M | 0.04% | −1,071,093−94.3% | Reduced |
| Mizuho Markets Cayman LP | 64,434 | $7.18M | 0.36% | +64,434 | New |
| Valmark Advisers, Inc. | 64,340 | $7.17M | 0.09% | +344+0.5% | Added |
| Appleton Partners Inc | 64,257 | $7.16M | 0.47% | −191−0.3% | Reduced |
| 1st Source Bank | 64,215 | $7.15M | 0.38% | −347−0.5% | Reduced |
| Graham Capital Management, L.P. | 64,020 | $7.13M | 0.25% | +49,048+327.6% | Added |
| Palisade Capital Management LLC | 63,983 | $7.13M | 0.21% | +706+1.1% | Added |
| Ostrum Asset Management | 63,903 | $7.12M | 0.34% | −3,102−4.6% | Reduced |
| River Wealth Advisors LLC | 63,560 | $7.08M | 0.79% | +7,949+14.3% | Added |
| Two Sigma Investments, LP | 63,527 | $7.08M | 0.01% | −2,343,331−97.4% | Reduced |