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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 34,621 | $3.86M | 0.50% | +5,320+18.2% | Added |
| Roberts Glore & Co Inc | 34,612 | $3.86M | 1.03% | −1,016−2.9% | Reduced |
| Sterling Investment Counsel, LLC | 35,456 | $3.85M | 1.10% | +4,655+15.1% | Added |
| Buckhead Capital Management LLC | 34,501 | $3.84M | 1.38% | −118−0.3% | Reduced |
| Amussen Hunsaker Associates LLC | 34,474 | $3.84M | 0.39% | −1,435−4.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 34,341 | $3.83M | 0.09% | +322+0.9% | Added |
| Howard Capital Management Inc. | 34,309 | $3.82M | 0.05% | +175+0.5% | Added |
| Alpine Global Management, LLC | 34,235 | $3.81M | 0.85% | +34,235 | New |
| Mission Creek Capital Partners, Inc. | 34,160 | $3.81M | 0.77% | +61+0.2% | Added |
| Am Investment Strategies LLC | 34,054 | $3.79M | 0.79% | +817+2.5% | Added |
| Evernest Financial Advisors, LLC | 29,401 | $3.79M | 0.80% | −1,101−3.6% | Reduced |
| Lighthouse Investment Partners, LLC | 34,027 | $3.79M | 0.13% | −220,192−86.6% | Reduced |
| Traynor Capital Management, Inc. | 34,018 | $3.79M | 0.21% | +1,574+4.9% | Added |
| Diesslin Group, Inc. | 33,941 | $3.78M | 1.50% | +33,941 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,693 | $3.75M | 0.06% | +10,074+42.7% | Added |
| 3Chopt Investment Partners, LLC | 33,616 | $3.75M | 0.84% | +130.0% | Added |
| Grandview Asset Management LLC | 33,417 | $3.72M | 1.02% | +2,397+7.7% | Added |
| Owen LaRue, LLC | 33,327 | $3.71M | 1.41% | +816+2.5% | Added |
| Hudson Value Partners, LLC | 33,224 | $3.71M | 1.11% | +580+1.8% | Added |
| Stenger Family Office, LLC | 33,278 | $3.71M | 0.77% | −483−1.4% | Reduced |
| FWL Investment Management, LLC | 33,263 | $3.71M | 0.89% | +283+0.9% | Added |
| Gen-Wealth Partners Inc | 33,242 | $3.70M | 1.19% | −1,322−3.8% | Reduced |
| Paragon Capital Management LLC | 33,153 | $3.69M | 1.87% | −179−0.5% | Reduced |
| Riverbridge Partners LLC | 33,135 | $3.69M | 0.07% | −190−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 33,060 | $3.68M | 0.63% | −3,830−10.4% | Reduced |
| Fairfield, Bush & Co. | 33,028 | $3.68M | 1.94% | −2,147−6.1% | Reduced |
| Paloma Partners Management Co | 33,000 | $3.68M | 1.26% | +33,000 | New |
| Harbor Advisors LLC | 33,000 | $3.68M | 0.55% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 32,991 | $3.68M | 0.21% | −7,329−18.2% | Reduced |
| Leo Wealth, LLC | 32,914 | $3.67M | 0.27% | +19,712+149.3% | Added |
| AdvisorNet Financial, Inc | 32,882 | $3.66M | 0.20% | +889+2.8% | Added |
| Old Mission Investment Co LLC | 32,798 | $3.66M | 0.88% | −342−1.0% | Reduced |
| Manchester Capital Management LLC | 32,847 | $3.66M | 0.50% | +147+0.4% | Added |
| Hager Investment Management Services, LLC | 32,769 | $3.65M | 1.99% | −3,656−10.0% | Reduced |
| Hemenway Trust Co LLC | 32,757 | $3.65M | 0.28% | +340+1.0% | Added |
| McMillan Office, Inc. | 32,753 | $3.65M | 0.44% | +32,753 | New |
| Private Wealth Asset Management, LLC | 32,704 | $3.64M | 0.40% | +500+1.6% | Added |
| Greatmark Investment Partners, Inc. | 32,686 | $3.64M | 0.43% | −70−0.2% | Reduced |
| TruWealth Advisors, LLC | 32,655 | $3.64M | 0.18% | +80.0% | Added |
| Insight Inv LLC | 32,654 | $3.64M | 2.04% | −304−0.9% | Reduced |
| JFS Wealth Advisors, LLC | 32,637 | $3.64M | 0.20% | −543−1.6% | Reduced |
| Western Financial Corp | 32,619 | $3.63M | 1.44% | +402+1.2% | Added |
| Strong Tower Advisory Services | 32,523 | $3.62M | 0.65% | +1,474+4.7% | Added |
| Central Valley Advisors, LLC | 32,399 | $3.61M | 1.08% | −1,210−3.6% | Reduced |
| PFG Advisors | 32,336 | $3.60M | 0.17% | −3,955−10.9% | Reduced |
| Freedom Day Solutions, LLC | 32,206 | $3.59M | 0.98% | −480−1.5% | Reduced |
| Sivia Capital Partners, LLC | 32,198 | $3.59M | 0.73% | +13,515+72.3% | Added |
| Powers Advisory Group, LLC | 32,144 | $3.58M | 1.35% | −148−0.5% | Reduced |
| Dudley Capital Management, LLC | 32,132 | $3.58M | 1.57% | 00.0% | Unchanged |
| Arrow Financial Corp | 32,115 | $3.58M | 0.36% | −738−2.2% | Reduced |
| D.B. Root & Company, LLC | 32,109 | $3.58M | 0.87% | −1,651−4.9% | Reduced |
| Armis Advisers, LLC | 30,025 | $3.57M | 0.40% | −1,850−5.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 31,944 | $3.56M | 0.39% | −6,460−16.8% | Reduced |
| SBI Securities Co., Ltd. | 31,893 | $3.55M | 0.09% | +430+1.4% | Added |
| Canopy Partners, LLC | 31,860 | $3.55M | 1.16% | −1,064−3.2% | Reduced |
| Vestor Capital, LLC | 546 | $3.54M | 0.26% | −31,357−98.3% | Reduced |
| Argent Capital Management LLC | 31,743 | $3.54M | 0.10% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 31,703 | $3.53M | 1.46% | −81−0.3% | Reduced |
| Camden Capital, LLC | 31,697 | $3.53M | 0.22% | +301+1.0% | Added |
| Bank & Trust Co | 31,667 | $3.53M | 2.49% | −59−0.2% | Reduced |
| Ironwood Investment Counsel, LLC | 31,636 | $3.52M | 0.49% | −1,950−5.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 31,625 | $3.52M | 2.29% | −325−1.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 31,570 | $3.52M | 0.36% | −109−0.3% | Reduced |
| PDS Planning, Inc | 31,525 | $3.51M | 0.23% | +373+1.2% | Added |
| Condor Capital Management | 31,504 | $3.51M | 0.28% | −453−1.4% | Reduced |
| Shrier Wealth Management, LLC | 31,490 | $3.51M | 1.38% | +31,490 | New |
| RKL Wealth Management LLC | 31,419 | $3.50M | 0.29% | +2,622+9.1% | Added |
| NVWM, LLC | 31,269 | $3.48M | 0.76% | −583−1.8% | Reduced |
| Sterling Investment Management, Inc. | 31,207 | $3.48M | 1.97% | −474−1.5% | Reduced |
| Disciplined Investments, LLC | 31,149 | $3.47M | 1.33% | −430−1.4% | Reduced |
| Edgestream Partners, L.P. | 31,146 | $3.47M | 0.10% | +31,146 | New |
| Impact Partnership Wealth, LLC | 31,136 | $3.47M | 0.44% | +13,733+78.9% | Added |
| Machina Capital S.A.S. | 31,079 | $3.46M | 0.66% | +11,296+57.1% | Added |
| KLCM Advisors, Inc. | 31,044 | $3.46M | 0.30% | +18,797+153.5% | Added |
| Legacy Financial Advisors, Inc. | 30,982 | $3.45M | 0.48% | +2,575+9.1% | Added |
| Avantax Planning Partners, Inc. | 30,978 | $3.45M | 0.10% | +2,182+7.6% | Added |
| Catalyst Financial Partners LLC | 30,919 | $3.44M | 0.38% | +4,205+15.7% | Added |
| OMC Financial Services LTD | 30,888 | $3.44M | 1.28% | −987−3.1% | Reduced |
| LCM Capital Management Inc | 30,814 | $3.43M | 1.66% | −134−0.4% | Reduced |
| Exchange Bank | 30,769 | $3.43M | 2.37% | +20.0% | Added |
| Clarius Group, LLC | 30,698 | $3.42M | 0.20% | +109+0.4% | Added |
| Drive Wealth Management, LLC | 30,602 | $3.42M | 0.67% | +2,395+8.5% | Added |
| Founders Financial Securities LLC | 30,609 | $3.41M | 0.20% | +2,558+9.1% | Added |
| Miller Investment Management, LP | 30,585 | $3.41M | 0.33% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 30,486 | $3.40M | 0.33% | +1,160+4.0% | Added |
| Massachusetts Wealth Management | 30,428 | $3.39M | 1.58% | +724+2.4% | Added |
| West Family Investments, Inc. | 30,391 | $3.39M | 0.79% | −2,137−6.6% | Reduced |
| MidWestOne Financial Group, Inc. | 30,384 | $3.39M | 0.38% | +27+0.1% | Added |
| Vaughan David Investments LLC | 30,304 | $3.38M | 0.07% | +38+0.1% | Added |
| Bailard, Inc. | 30,260 | $3.37M | 0.07% | +815+2.8% | Added |
| Symmetry Partners, LLC | 30,252 | $3.37M | 0.20% | +401+1.3% | Added |
| Central Pacific Bank - Trust Division | 30,249 | $3.37M | 0.41% | +9,942+49.0% | Added |
| Great Lakes Retirement, Inc. | 30,176 | $3.37M | 0.35% | +2,143+7.6% | Added |
| Global Trust Asset Management, LLC | 30,229 | $3.37M | 1.33% | +3,542+13.3% | Added |
| Register Financial Advisors LLC | 30,206 | $3.37M | 1.31% | −960−3.1% | Reduced |
| Accretive Wealth Partners, LLC | 30,202 | $3.36M | 1.00% | +177+0.6% | Added |
| Portfolio Design Labs, LLC | 30,201 | $3.36M | 0.55% | +488+1.6% | Added |
| Integras Partners LLC | 30,181 | $3.36M | 2.72% | −2,564−7.8% | Reduced |
| 49 Wealth Management, LLC | 30,141 | $3.36M | 0.27% | +163+0.5% | Added |
| Carnegie Lake Advisors LLC | 30,081 | $3.35M | 1.28% | 00.0% | Unchanged |