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 |
|---|---|---|---|---|---|
| Means Investment Co., Inc. | 47,343 | $5.27M | 0.44% | −543−1.1% | Reduced |
| Essex Savings Bank | 47,314 | $5.27M | 1.14% | −213−0.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 47,213 | $5.26M | 1.42% | −12,787−21.3% | Reduced |
| Benedict Financial Advisors Inc | 47,208 | $5.26M | 1.11% | −311−0.7% | Reduced |
| Rahlfs Capital, LLC | 47,165 | $5.25M | 4.08% | −800−1.7% | Reduced |
| Argentarii, LLC | 47,135 | $5.25M | 1.77% | +4,112+9.6% | Added |
| RD Lewis Holdings, Inc. | 41,024 | $5.24M | 4.47% | +778+1.9% | Added |
| Harvey Capital Management Inc | 46,950 | $5.23M | 1.12% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 46,818 | $5.22M | 1.49% | −495−1.0% | Reduced |
| Snider Financial Group | 46,743 | $5.21M | 1.39% | −3,678−7.3% | Reduced |
| Financial Security Advisor, Inc. | 46,582 | $5.20M | 1.01% | −2,454−5.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 46,663 | $5.20M | 1.47% | +40,665+678.0% | Added |
| Octavia Wealth Advisors, LLC | 46,609 | $5.19M | 0.50% | −498−1.1% | Reduced |
| GeoWealth Management, LLC | 46,512 | $5.18M | 0.19% | −2,535−5.2% | Reduced |
| Avidian Wealth Solutions, LLC | 46,462 | $5.18M | 0.19% | +6,209+15.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 46,394 | $5.17M | 0.78% | +190.0% | Added |
| Spears Abacus Advisors LLC | 46,310 | $5.16M | 0.10% | +40.0% | Added |
| Qtron Investments LLC | 46,296 | $5.16M | 0.67% | −4,350−8.6% | Reduced |
| Security National Bank of So Dak | 46,250 | $5.15M | 2.54% | −360−0.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 46,119 | $5.14M | 2.54% | −2,509−5.2% | Reduced |
| Greenland Capital Management LP | 46,065 | $5.13M | 0.74% | +46,065 | New |
| KG&L Capital Management,LLC | 46,055 | $5.13M | 1.32% | −2,393−4.9% | Reduced |
| Farmers Trust Co | 46,042 | $5.13M | 0.84% | −1,489−3.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 45,430 | $5.12M | 0.11% | +9,511+26.5% | Added |
| Linden Thomas Advisory Services, LLC | 45,812 | $5.10M | 0.52% | +388+0.9% | Added |
| Lester Murray Antman dba SimplyRich | 45,791 | $5.10M | 1.33% | +60.0% | Added |
| Wealth Group, Ltd. | 45,778 | $5.10M | 4.97% | +45,778 | New |
| Deane Retirement Strategies, Inc. | 45,710 | $5.09M | 2.11% | +142+0.3% | Added |
| TBH Global Asset Management, LLC | 45,349 | $5.05M | 0.88% | +16,650+58.0% | Added |
| Univest Financial Corp | 45,233 | $5.04M | 0.27% | −1,375−3.0% | Reduced |
| Convergence Investment Partners, LLC | 45,067 | $5.02M | 1.00% | +4,511+11.1% | Added |
| Accuvest Global Advisors | 45,019 | $5.02M | 3.70% | −13,251−22.7% | Reduced |
| Richard Bernstein Advisors LLC | 45,021 | $5.02M | 0.15% | −5,882−11.6% | Reduced |
| Capstone Investment Advisors, LLC | 45,000 | $5.01M | 0.04% | −400,469−89.9% | Reduced |
| Fischer Financial Services, Inc. | 44,949 | $5.01M | 1.32% | +1,646+3.8% | Added |
| Northstar Asset Management LLC | 44,919 | $5.00M | 1.06% | −100.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 44,881 | $5.00M | 0.17% | +2,543+6.0% | Added |
| Allred Capital Management, LLC | 44,810 | $4.99M | 1.81% | −166−0.4% | Reduced |
| Pegasus Asset Management, Inc. | 44,694 | $4.98M | 1.53% | +1,096+2.5% | Added |
| Aprio Wealth Management, LLC | 32,984 | $4.98M | 0.29% | +13,837+72.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 44,624 | $4.97M | 1.66% | −779−1.7% | Reduced |
| Evoke Wealth, LLC | 44,498 | $4.97M | 0.10% | +5,891+15.3% | Added |
| Bowman & Co S.C. | 44,582 | $4.97M | 2.09% | −93−0.2% | Reduced |
| Bank of New Hampshire | 44,521 | $4.96M | 1.12% | +1,031+2.4% | Added |
| Journey Strategic Wealth LLC | 44,435 | $4.95M | 0.13% | +4,108+10.2% | Added |
| Second Line Capital, LLC | 44,338 | $4.95M | 1.02% | +512+1.2% | Added |
| SageView Advisory Group, LLC | 44,400 | $4.95M | 0.17% | −1,438−3.1% | Reduced |
| Vickerman Investment Advisors, Inc. | 44,379 | $4.94M | 0.99% | −2,939−6.2% | Reduced |
| Victrix Investment Advisors | 44,362 | $4.94M | 1.91% | −106−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 44,362 | $4.94M | 1.04% | −1,918−4.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 44,193 | $4.93M | 0.24% | −141−0.3% | Reduced |
| Oarsman Capital, Inc. | 44,257 | $4.93M | 0.64% | +2,505+6.0% | Added |
| Beacon Financial Group | 44,110 | $4.91M | 0.49% | +698+1.6% | Added |
| Systematic Alpha Investments, LLC | 44,100 | $4.91M | 0.15% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 44,050 | $4.91M | 0.57% | +3,975+9.9% | Added |
| Parkside Investments, LLC | 43,749 | $4.87M | 0.61% | −865−1.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 43,706 | $4.87M | 0.38% | +5,548+14.5% | Added |
| Aspen Investment Management Inc | 43,700 | $4.87M | 1.47% | −492−1.1% | Reduced |
| FORA Capital, LLC | 39,370 | $4.84M | 0.59% | +39,370 | New |
| Apollon Financial, LLC | 43,388 | $4.83M | 0.70% | +6,345+17.1% | Added |
| White Pine Capital LLC | 43,346 | $4.83M | 1.33% | +97+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 43,291 | $4.82M | 1.16% | −468−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 43,208 | $4.81M | 1.10% | −9,207−17.6% | Reduced |
| Centric Wealth Management | 38,774 | $4.81M | 1.02% | +3,549+10.1% | Added |
| FLP Wealth Management, LLC | 43,162 | $4.81M | 11.38% | +314+0.7% | Added |
| MainStreet Investment Advisors LLC | 43,011 | $4.79M | 0.69% | −4,715−9.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 42,927 | $4.78M | 1.32% | −1,735−3.9% | Reduced |
| Peterson Wealth Management | 42,923 | $4.78M | 3.55% | −6,254−12.7% | Reduced |
| Providence Wealth Advisors, LLC | 41,951 | $4.77M | 2.98% | −449−1.1% | Reduced |
| Delta Investment Management, LLC | 42,708 | $4.76M | 0.83% | +52+0.1% | Added |
| Bank of Stockton | 42,701 | $4.76M | 1.36% | +2,677+6.7% | Added |
| Fairfield Financial Advisors, LTD | 42,662 | $4.75M | 1.55% | +3,133+7.9% | Added |
| Anderson Hoagland & Co | 42,511 | $4.74M | 0.41% | 00.0% | Unchanged |
| Cooper Financial Group | 42,404 | $4.72M | 0.50% | +195+0.5% | Added |
| Smithfield Trust Co | 42,410 | $4.72M | 0.21% | +4,949+13.2% | Added |
| M&G Plc | 42,424 | $4.71M | 0.02% | −41,076−49.2% | Reduced |
| Chatham Capital Group, Inc. | 42,203 | $4.70M | 0.67% | −146−0.3% | Reduced |
| Summit Place Financial Advisors, LLC | 42,202 | $4.70M | 2.28% | −1,475−3.4% | Reduced |
| Everhart Financial Group, Inc. | 42,104 | $4.69M | 0.43% | +4,102+10.8% | Added |
| Cullen Capital Management LLC | 42,019 | $4.68M | 0.05% | −1,643−3.8% | Reduced |
| Cigna Investments Inc | 42,011 | $4.68M | 0.68% | −567−1.3% | Reduced |
| Cetera Trust Company, N.A | 41,890 | $4.67M | 2.50% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 41,866 | $4.66M | 0.18% | +2,848+7.3% | Added |
| Lincluden Management Ltd | 41,755 | $4.65M | 0.40% | −10,409−20.0% | Reduced |
| Shayne & Co., LLC | 41,747 | $4.65M | 1.41% | −455−1.1% | Reduced |
| RMB Capital Management, LLC | 41,738 | $4.65M | 0.08% | +16,162+63.2% | Added |
| Chilton Investment Co LLC | 41,737 | $4.65M | 0.10% | −607−1.4% | Reduced |
| First Heartland Consultants, Inc. | 41,606 | $4.64M | 0.35% | +61+0.1% | Added |
| South Dakota Investment Council | 41,465 | $4.62M | 0.09% | −34,600−45.5% | Reduced |
| Easterly Investment Partners LLC | 41,390 | $4.61M | 0.28% | −9,240−18.3% | Reduced |
| Focus Financial Network, Inc. | 41,272 | $4.61M | 0.16% | −778−1.9% | Reduced |
| Sage Mountain Advisors LLC | 41,336 | $4.61M | 0.24% | −1,141−2.7% | Reduced |
| Canandaigua National Bank & Trust Co | 41,328 | $4.60M | 0.41% | −322−0.8% | Reduced |
| Castle Rock Wealth Management, LLC | 36,073 | $4.58M | 0.99% | +258+0.7% | Added |
| Mustard Seed Financial, LLC | 41,131 | $4.58M | 2.88% | −499−1.2% | Reduced |
| RMR Wealth Builders | 40,951 | $4.56M | 0.37% | +2,948+7.8% | Added |
| Hedeker Wealth, LLC | 40,910 | $4.56M | 0.96% | −2,136−5.0% | Reduced |
| Verdence Capital Advisors LLC | 40,892 | $4.56M | 0.27% | −5,925−12.7% | Reduced |
| JCIC Asset Management Inc. | 40,863 | $4.55M | 1.39% | −365−0.9% | Reduced |
| Marshall Financial Group LLC | 40,803 | $4.55M | 0.88% | −2,942−6.7% | Reduced |