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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 63,384 | $7.06M | 0.40% | +3,453+5.8% | Added |
| R.H. Investment Group, LLC | 63,364 | $7.06M | 5.91% | −850−1.3% | Reduced |
| Alps Advisors Inc | 63,283 | $7.05M | 0.04% | +245+0.4% | Added |
| Mogy Joel R Investment Counsel Inc | 63,160 | $7.04M | 0.38% | +518+0.8% | Added |
| Pekin Hardy Strauss, Inc. | 62,845 | $7.00M | 0.65% | +220.0% | Added |
| Gryphon Financial Partners LLC | 62,840 | $7.00M | 0.75% | +2,365+3.9% | Added |
| Greenwood Capital Associates LLC | 62,674 | $6.98M | 0.76% | −1,415−2.2% | Reduced |
| Blackstone Group Inc. | 62,593 | $6.97M | 0.03% | +37,827+152.7% | Added |
| Signet Investment Advisory Group, Inc. | 62,531 | $6.97M | 3.24% | −3,457−5.2% | Reduced |
| Conning Inc. | 62,519 | $6.97M | 0.23% | −939−1.5% | Reduced |
| Columbus Macro, LLC | 62,347 | $6.95M | 0.76% | +808+1.3% | Added |
| Byrne Financial Freedom, LLC | 62,281 | $6.94M | 3.18% | +496+0.8% | Added |
| Arete Wealth Advisors, LLC | 62,242 | $6.93M | 0.48% | −1,790−2.8% | Reduced |
| Ingalls & Snyder LLC | 62,059 | $6.91M | 0.25% | −590−0.9% | Reduced |
| Integrated Advisors Network LLC | 61,995 | $6.91M | 0.31% | −16,851−21.4% | Reduced |
| Diversified Investment Strategies, LLC | 61,955 | $6.90M | 4.52% | −2,175−3.4% | Reduced |
| Beck Capital Management, LLC | 61,936 | $6.90M | 1.64% | +105+0.2% | Added |
| Bryn Mawr Trust Co | 61,837 | $6.89M | 0.16% | −478−0.8% | Reduced |
| Hudson Capital Management LLC | 61,825 | $6.89M | 1.73% | −481−0.8% | Reduced |
| Milestone Asset Management, LLC | 61,590 | $6.86M | 1.29% | +49,214+397.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 52,263 | $6.86M | 0.98% | −1,935−3.6% | Reduced |
| Ocean Capital Management, LLC | 61,523 | $6.85M | 1.36% | −939−1.5% | Reduced |
| Fairvoy Private Wealth, LLC | 61,459 | $6.85M | 1.53% | +339+0.6% | Added |
| Capital Planning Advisors, LLC | 61,177 | $6.82M | 0.91% | −3,003−4.7% | Reduced |
| TD Private Client Wealth LLC | 60,985 | $6.79M | 0.14% | −3,690−5.7% | Reduced |
| Slow Capital, Inc. | 60,677 | $6.76M | 0.81% | +246+0.4% | Added |
| MV Capital Management, Inc. | 60,497 | $6.74M | 0.65% | +839+1.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 60,476 | $6.74M | 0.95% | +89+0.1% | Added |
| Hall Capital Management Co Inc | 60,270 | $6.71M | 2.59% | −797−1.3% | Reduced |
| FourThought Financial Partners, LLC | 60,254 | $6.71M | 0.57% | +371+0.6% | Added |
| SlateStone Wealth, LLC | 60,004 | $6.68M | 0.56% | −3,750−5.9% | Reduced |
| Henson-Edgewater Management, LLC | 59,996 | $6.68M | 3.95% | +59,996 | New |
| Generate Investment Management Ltd | 60,000 | $6.68M | 0.30% | −10,000−14.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 59,947 | $6.68M | 0.19% | −4,289−6.7% | Reduced |
| Peninsula Asset Management Inc | 59,902 | $6.67M | 3.42% | −485−0.8% | Reduced |
| Foyston, Gordon, & Payne Inc | 59,850 | $6.67M | 1.45% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 59,785 | $6.66M | 0.42% | −2,886−4.6% | Reduced |
| Pure Financial Advisors, Inc. | 59,612 | $6.64M | 0.10% | +3,552+6.3% | Added |
| Councilmark Asset Management, LLC | 59,607 | $6.64M | 3.71% | −1,728−2.8% | Reduced |
| Great Lakes Advisors, LLC | 59,527 | $6.63M | 0.05% | +24,640+70.6% | Added |
| Robbins Farley LLC | 59,359 | $6.61M | 3.00% | −5,319−8.2% | Reduced |
| Citizens Business Bank | 59,330 | $6.61M | 1.09% | +733+1.3% | Added |
| MOKAN Wealth Management Inc. | 59,310 | $6.61M | 2.93% | +3,725+6.7% | Added |
| CFO4Life Group, LLC | 59,221 | $6.60M | 0.94% | −114,729−66.0% | Reduced |
| Silver Oak Securities, Inc | 58,920 | $6.59M | 0.45% | +3,326+6.0% | Added |
| Family Legacy, Inc. | 59,029 | $6.58M | 1.97% | −1,206−2.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 59,016 | $6.58M | 0.67% | −2,575−4.2% | Reduced |
| Capula Management Ltd | 58,924 | $6.56M | 0.04% | +48,538+467.3% | Added |
| Tower Bridge Advisors | 58,751 | $6.55M | 0.66% | −5,074−7.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 58,666 | $6.54M | 0.07% | −875−1.5% | Reduced |
| Beck Bode, LLC | 58,660 | $6.54M | 1.09% | −2,435−4.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 58,511 | $6.52M | 0.35% | +174+0.3% | Added |
| Hengehold Capital Management LLC | 58,420 | $6.51M | 0.55% | −77−0.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 65,755 | $6.49M | 0.52% | +65,755 | New |
| Blue Fin Capital, Inc. | 58,205 | $6.48M | 1.01% | −2,966−4.8% | Reduced |
| Hutner Capital Management Inc | 58,185 | $6.48M | 2.71% | −1,649−2.8% | Reduced |
| Nvest Financial, LLC | 58,169 | $6.48M | 2.69% | +18,391+46.2% | Added |
| Harbor Investment Advisory, LLC | 58,130 | $6.48M | 0.49% | +6,694+13.0% | Added |
| Weaver Capital Management LLC | 58,079 | $6.47M | 1.37% | +4,941+9.3% | Added |
| Vectors Research Management, LLC | 57,947 | $6.46M | 1.97% | −36−0.1% | Reduced |
| Palisade Asset Management, LLC | 57,931 | $6.45M | 0.63% | −75−0.1% | Reduced |
| Compass Wealth Management LLC | 57,682 | $6.43M | 1.60% | −1,655−2.8% | Reduced |
| Telos Capital Management, Inc. | 57,624 | $6.42M | 0.60% | −4,805−7.7% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 57,537 | $6.41M | 2.06% | −456−0.8% | Reduced |
| Westpac Banking Corp | 57,533 | $6.41M | 0.40% | −1,909−3.2% | Reduced |
| Reliant Investment Management, LLC | 57,525 | $6.41M | 2.60% | −860−1.5% | Reduced |
| Legacy CG, LLC | 57,378 | $6.39M | 1.79% | −13,324−18.8% | Reduced |
| Capital International Ltd | 57,231 | $6.38M | 0.22% | +57,231 | New |
| Greenline Partners, LLC | 57,209 | $6.37M | 0.73% | −1,774−3.0% | Reduced |
| Sunbelt Securities, Inc. | 57,093 | $6.36M | 0.42% | +5,869+11.5% | Added |
| First National Advisers, LLC | 57,092 | $6.36M | 0.87% | −1,086−1.9% | Reduced |
| Oak Family Advisors, LLC | 57,026 | $6.35M | 1.95% | −345−0.6% | Reduced |
| Arvest Investments, Inc. | 56,930 | $6.34M | 0.89% | +3,486+6.5% | Added |
| Delphi Financial Group, Inc. | 56,760 | $6.32M | 3.16% | +56,760 | New |
| CFM Wealth Partners LLC | 56,691 | $6.32M | 0.91% | −493−0.9% | Reduced |
| Fulton Bank, N.A. | 56,635 | $6.31M | 0.22% | +4,681+9.0% | Added |
| Claret Asset Management Corp | 56,631 | $6.31M | 0.73% | −1,175−2.0% | Reduced |
| Y.D. More Investments Ltd | 56,510 | $6.31M | 0.30% | −4,896−8.0% | Reduced |
| Belpointe Asset Management LLC | 56,537 | $6.30M | 0.23% | −683−1.2% | Reduced |
| Smith, Moore & Co. | 56,398 | $6.28M | 0.47% | −1,277−2.2% | Reduced |
| Bensler, LLC | 56,311 | $6.27M | 0.63% | −251−0.4% | Reduced |
| Trifecta Capital Advisors, LLC | 56,145 | $6.26M | 0.93% | +56+0.1% | Added |
| Simplicity Wealth,LLC | 56,123 | $6.25M | 0.37% | −2,120−3.6% | Reduced |
| Advisortrust Partners, LLC | 55,859 | $6.22M | 2.73% | +55,859 | New |
| Northstar Group, Inc. | 55,848 | $6.22M | 0.85% | +3,529+6.7% | Added |
| Successful Portfolios LLC | 54,211 | $6.21M | 3.16% | +2,028+3.9% | Added |
| ROI Financial Advisors, LLC | 55,682 | $6.20M | 3.56% | +1,720+3.2% | Added |
| Jaffetilchin Investment Partners, LLC | 55,374 | $6.17M | 0.36% | +865+1.6% | Added |
| Larson Financial Group LLC | 55,229 | $6.15M | 0.21% | −2,994−5.1% | Reduced |
| Flagship Harbor Advisors, LLC | 55,210 | $6.15M | 0.29% | −9,294−14.4% | Reduced |
| Woodmont Investment Counsel LLC | 55,161 | $6.15M | 0.39% | −477−0.9% | Reduced |
| IMA Wealth, Inc. | 55,147 | $6.14M | 0.59% | +570+1.0% | Added |
| Trust Point Inc. | 55,107 | $6.14M | 0.48% | −380−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 55,080 | $6.14M | 0.42% | −1,268−2.3% | Reduced |
| Canal Insurance CO | 55,000 | $6.13M | 1.49% | −50,000−47.6% | Reduced |
| Westmount Partners, LLC | 54,968 | $6.12M | 1.53% | −147−0.3% | Reduced |
| Raiffeisen Bank International AG | 54,683 | $6.12M | 0.08% | −2,617−4.6% | Reduced |
| Morningstar Investment Management LLC | 54,792 | $6.10M | 0.36% | −115−0.2% | Reduced |
| Independence Bank of Kentucky | 54,717 | $6.10M | 0.76% | −519−0.9% | Reduced |
| Mission Wealth Management, LP | 54,581 | $6.08M | 0.12% | +1,081+2.0% | Added |