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 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 54,559 | $6.08M | 0.67% | +57+0.1% | Added |
| Plancorp, LLC | 54,513 | $6.07M | 0.18% | −1,353−2.4% | Reduced |
| Aries Wealth Management | 54,480 | $6.07M | 1.34% | +789+1.5% | Added |
| Campbell & CO Investment Adviser LLC | 54,466 | $6.07M | 0.29% | +54,466 | New |
| Mather Group, LLC. | 54,383 | $6.06M | 0.06% | +866+1.6% | Added |
| PUREfi Wealth, LLC | 54,303 | $6.05M | 4.63% | +21,406+65.1% | Added |
| Waddell & Associates, LLC | 54,173 | $6.04M | 0.41% | +3,203+6.3% | Added |
| Argonautica Private Wealth Management, Inc | 54,069 | $6.02M | 1.77% | −2,676−4.7% | Reduced |
| Capital Investment Advisory Services, LLC | 53,971 | $6.01M | 0.43% | +1,241+2.4% | Added |
| Hixon Zuercher, LLC | 53,953 | $6.01M | 1.82% | −171−0.3% | Reduced |
| Accurate Wealth Management, LLC | 52,495 | $6.01M | 0.76% | +2,977+6.0% | Added |
| Essex Financial Services, Inc. | 53,906 | $6.01M | 0.34% | +3,987+8.0% | Added |
| SGL Investment Advisors, Inc. | 47,279 | $6.00M | 2.40% | +3,177+7.2% | Added |
| Cornerstone Planning, LLC | 53,566 | $5.99M | 1.39% | +53,566 | New |
| Meridian Investment Counsel Inc. | 53,698 | $5.98M | 1.44% | −100−0.2% | Reduced |
| Riverview Capital Advisers, LLC | 53,339 | $5.94M | 1.80% | −1,349−2.5% | Reduced |
| Financial Advisory Partners, LLC | 53,124 | $5.92M | 1.67% | −1,359−2.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 53,004 | $5.92M | 0.97% | +1,162+2.2% | Added |
| Monument Capital Management | 53,103 | $5.92M | 1.47% | −180−0.3% | Reduced |
| Alpha Cubed Investments, LLC | 53,082 | $5.91M | 0.20% | +911+1.7% | Added |
| Capstone Triton Financial Group, LLC | 53,076 | $5.91M | 3.92% | +375+0.7% | Added |
| Huntleigh Advisors, Inc. | 52,896 | $5.89M | 1.00% | +1,379+2.7% | Added |
| David Loasby | 49,948 | $5.89M | 0.40% | +2,088+4.4% | Added |
| Perpetual Ltd | 52,827 | $5.89M | 0.09% | +2,945+5.9% | Added |
| Pines Wealth Management, LLC | 52,800 | $5.88M | 1.90% | −172−0.3% | Reduced |
| BFSG, LLC | 52,746 | $5.88M | 0.57% | −2,891−5.2% | Reduced |
| ABN AMRO Bank N.V. | 52,740 | $5.87M | 0.06% | +27,065+105.4% | Added |
| Cary Street Partners Financial LLC | 52,633 | $5.86M | 0.15% | +10,900+26.1% | Added |
| HORAN Wealth, LLC | 52,360 | $5.83M | 0.90% | +633+1.2% | Added |
| IPG Investment Advisors LLC | 52,134 | $5.82M | 1.02% | −1,874−3.5% | Reduced |
| Cinctive Capital Management LP | 52,235 | $5.82M | 0.34% | −29,629−36.2% | Reduced |
| Quadcap Wealth Management, LLC | 52,211 | $5.82M | 0.67% | +1,483+2.9% | Added |
| Advisory Alpha, LLC | 52,199 | $5.82M | 0.16% | +14,730+39.3% | Added |
| Wealth Alliance Advisory Group, LLC | 52,103 | $5.80M | 0.99% | +936+1.8% | Added |
| Hollow Brook Wealth Management LLC | 51,922 | $5.80M | 1.50% | −3,865−6.9% | Reduced |
| Harvest Fund Management Co., Ltd | 62,634 | $5.80M | 0.22% | +6,275+11.1% | Added |
| Twin Capital Management Inc | 51,905 | $5.78M | 0.72% | +613+1.2% | Added |
| Delta Financial Advisors LLC | 51,866 | $5.78M | 1.50% | −1,580−3.0% | Reduced |
| North Star Investment Management Corp. | 51,728 | $5.76M | 0.36% | +408+0.8% | Added |
| Nilsine Partners, LLC | 51,635 | $5.75M | 0.50% | +4,230+8.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 51,556 | $5.74M | 1.74% | −1,820−3.4% | Reduced |
| Delos Wealth Advisors, LLC | 51,527 | $5.74M | 3.79% | −1,373−2.6% | Reduced |
| Helen Stephens Group, LLC | 51,380 | $5.72M | 1.20% | −96−0.2% | Reduced |
| Directional Asset Management | 51,348 | $5.72M | 5.02% | +51,348 | New |
| BLI - Banque de Luxembourg Investments | 51,000 | $5.71M | 0.17% | +51,000 | New |
| Dorsey & Whitney Trust CO LLC | 51,126 | $5.70M | 0.30% | +1,866+3.8% | Added |
| Waldron Private Wealth LLC | 51,007 | $5.69M | 0.23% | −1,614−3.1% | Reduced |
| Hoey Investments, Inc | 51,028 | $5.68M | 0.77% | +1,024+2.0% | Added |
| Kampmann Melissa S. | 47,620 | $5.68M | 4.20% | −4,674−8.9% | Reduced |
| Naples Global Advisors, LLC | 51,004 | $5.68M | 0.42% | −263−0.5% | Reduced |
| Cohen Klingenstein LLC | 51,000 | $5.68M | 0.17% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 50,999 | $5.68M | 3.65% | −1,086−2.1% | Reduced |
| Welch Group, LLC | 50,903 | $5.67M | 0.22% | +417+0.8% | Added |
| Private Trust Co NA | 50,868 | $5.67M | 0.50% | −1,661−3.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 50,707 | $5.65M | 2.78% | +675+1.3% | Added |
| JPL Wealth Management, LLC | 50,703 | $5.65M | 1.38% | −1,866−3.5% | Reduced |
| Ameritas Investment Partners, Inc. | 50,611 | $5.64M | 0.17% | +2,704+5.6% | Added |
| Elevatus Welath Management | 50,592 | $5.64M | 1.54% | +5,415+12.0% | Added |
| Trivant Custom Portfolio Group, LLC | 50,585 | $5.64M | 3.25% | −313−0.6% | Reduced |
| Runnymede Capital Advisors, Inc. | 50,585 | $5.64M | 3.25% | +47,626+1,609.5% | Added |
| Brendel Financial Advisors LLC | 50,561 | $5.63M | 2.77% | +1,881+3.9% | Added |
| Bowen Hanes & Co Inc | 50,540 | $5.63M | 0.14% | −5,700−10.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 50,501 | $5.63M | 1.57% | −512−1.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 50,475 | $5.62M | 0.40% | +4,690+10.2% | Added |
| Ibex Wealth Advisors | 50,439 | $5.62M | 0.55% | +4,113+8.9% | Added |
| Shepherd Financial Partners LLC | 50,130 | $5.58M | 0.52% | +528+1.1% | Added |
| Winthrop Partners - WNY, LLC | 50,084 | $5.58M | 3.00% | +50,084 | New |
| First National Bank of Hutchinson | 50,081 | $5.58M | 3.27% | −2,342−4.5% | Reduced |
| First Foundation Advisors | 50,035 | $5.57M | 0.21% | +14,320+40.1% | Added |
| Broadwater Capital Management LLC | 50,000 | $5.57M | 4.16% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 49,951 | $5.57M | 0.51% | +3,024+6.4% | Added |
| Westover Capital Advisors, LLC | 49,904 | $5.56M | 1.01% | −886−1.7% | Reduced |
| CFS Investment Advisory Services, LLC | 49,887 | $5.56M | 0.41% | +418+0.8% | Added |
| Thomasville National Bank | 49,870 | $5.56M | 0.34% | +312+0.6% | Added |
| Xcel Wealth Management, LLC | 49,850 | $5.55M | 1.42% | −280−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 49,800 | $5.55M | 0.66% | +15,975+47.2% | Added |
| Finer Wealth Management, Inc. | 49,683 | $5.54M | 2.68% | +926+1.9% | Added |
| Garrett Investment Advisors LLC | 49,612 | $5.53M | 0.44% | −690−1.4% | Reduced |
| Resources Management Corp | 49,390 | $5.50M | 0.71% | −1,145−2.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 49,377 | $5.50M | 1.01% | +802+1.7% | Added |
| Avestar Capital, LLC | 49,279 | $5.50M | 0.38% | −1,949−3.8% | Reduced |
| Fidelis Capital Partners, LLC | 49,304 | $5.49M | 0.40% | +1,737+3.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 49,271 | $5.49M | 0.88% | +888+1.8% | Added |
| Insigneo Advisory Services, LLC | 49,204 | $5.48M | 0.39% | −6,100−11.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 49,180 | $5.48M | 0.85% | +394+0.8% | Added |
| Duncker Streett & Co Inc | 49,159 | $5.48M | 0.97% | −182−0.4% | Reduced |
| CX Institutional | 48,945 | $5.45M | 0.16% | −23,896−32.8% | Reduced |
| CMH Wealth Management LLC | 48,794 | $5.44M | 1.16% | −180.0% | Reduced |
| Finivi Inc. | 48,788 | $5.44M | 3.14% | −2,182−4.3% | Reduced |
| Pacifica Partners Inc. | 48,191 | $5.43M | 2.41% | −180−0.4% | Reduced |
| Ledyard National Bank | 48,699 | $5.43M | 0.47% | −332−0.7% | Reduced |
| Golden State Equity Partners | 48,582 | $5.41M | 0.87% | +1,467+3.1% | Added |
| Secure Asset Management, LLC | 48,450 | $5.40M | 0.85% | +70+0.1% | Added |
| Icapital Wealth LLC | 48,280 | $5.38M | 2.61% | +11,343+30.7% | Added |
| Stratos Wealth Advisors, LLC | 48,156 | $5.37M | 0.26% | −431−0.9% | Reduced |
| Simon Quick Advisors, LLC | 48,085 | $5.36M | 0.23% | +1,161+2.5% | Added |
| Johnson Financial Group, Inc. | 47,710 | $5.32M | 0.20% | −19,902−29.4% | Reduced |
| CoreCap Advisors, LLC | 47,771 | $5.32M | 0.19% | +4,088+9.4% | Added |
| Moody National Bank Trust Division | 47,671 | $5.31M | 0.51% | −20,779−30.4% | Reduced |
| Summit Asset Management, LLC | 47,660 | $5.31M | 0.75% | +141+0.3% | Added |