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 |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 30,054 | $3.35M | 0.54% | −9,101−23.2% | Reduced |
| Detalus Advisors, LLC | 29,992 | $3.34M | 0.81% | −144−0.5% | Reduced |
| Outfitter Financial LLC | 29,980 | $3.34M | 2.63% | −90−0.3% | Reduced |
| Willow Financial LLC | 29,931 | $3.33M | 3.39% | +29,931 | New |
| Van Hulzen Asset Management, LLC | 29,816 | $3.32M | 0.24% | −3,395−10.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 29,772 | $3.32M | 0.72% | −2,560−7.9% | Reduced |
| MTM Investment Management, LLC | 29,757 | $3.32M | 1.06% | −744−2.4% | Reduced |
| Oak Harvest Investment Services | 29,707 | $3.31M | 0.36% | +248+0.8% | Added |
| Whalerock Point Partners, LLC | 29,583 | $3.30M | 0.63% | −300−1.0% | Reduced |
| Baker Avenue Asset Management, LP | 29,579 | $3.30M | 0.08% | −2,040−6.5% | Reduced |
| Ignite Planners, LLC | 27,649 | $3.29M | 0.50% | +1,306+5.0% | Added |
| Quantbot Technologies LP | 29,531 | $3.29M | 0.11% | −72,439−71.0% | Reduced |
| Godsey & Gibb Associates | 29,525 | $3.29M | 0.30% | +29,525 | New |
| Magnolia Capital Advisors LLC | 29,517 | $3.29M | 0.69% | +293+1.0% | Added |
| RF&L Wealth Management, LLC | 29,509 | $3.29M | 1.84% | +55+0.2% | Added |
| WT Wealth Management | 29,470 | $3.28M | 0.94% | +2,693+10.1% | Added |
| Diversified Enterprises, LLC | 29,323 | $3.27M | 0.19% | +10,852+58.8% | Added |
| Duncan Williams Asset Management, LLC | 25,519 | $3.27M | 0.81% | −1,646−6.1% | Reduced |
| Marshall Investment Management, LLC | 29,303 | $3.26M | 1.64% | +2,812+10.6% | Added |
| Birinyi Associates Inc | 29,300 | $3.26M | 0.82% | 00.0% | Unchanged |
| G&S Capital LLC | 29,291 | $3.26M | 1.15% | −431−1.5% | Reduced |
| CVA Family Office, LLC | 29,254 | $3.26M | 0.37% | +55+0.2% | Added |
| SWS Partners | 29,235 | $3.26M | 0.79% | +303+1.0% | Added |
| Midland Wealth Advisors LLC | 29,229 | $3.26M | 0.17% | −2,634−8.3% | Reduced |
| Game Creek Capital, LP | 29,225 | $3.26M | 1.24% | −3,500−10.7% | Reduced |
| Wellington Shields Capital Management, LLC | 29,187 | $3.25M | 0.47% | −1,700−5.5% | Reduced |
| Concord Wealth Partners | 29,178 | $3.25M | 0.42% | +1,240+4.4% | Added |
| Main Street Financial Solutions, LLC | 29,124 | $3.24M | 0.24% | −6,306−17.8% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 29,117 | $3.24M | 0.29% | −20−0.1% | Reduced |
| Magnus Financial Group LLC | 29,098 | $3.24M | 0.25% | +4,092+16.4% | Added |
| Formidable Asset Management, LLC | 31,446 | $3.24M | 0.47% | −490−1.5% | Reduced |
| Brucke Financial, Inc. | 28,978 | $3.23M | 1.76% | +254+0.9% | Added |
| Aquatic Capital Management LLC | 28,976 | $3.23M | 0.09% | +28,413+5,046.7% | Added |
| Axecap Investments, LLC | 28,957 | $3.23M | 1.99% | −17,653−37.9% | Reduced |
| Mystic Asset Management, Inc. | 28,950 | $3.23M | 0.73% | −100−0.3% | Reduced |
| SJS Investment Consulting Inc. | 28,831 | $3.21M | 0.41% | +723+2.6% | Added |
| Spirit of America Management Corp | 28,802 | $3.21M | 0.68% | −3,450−10.7% | Reduced |
| Sunpointe, LLC | 28,713 | $3.21M | 1.06% | −1,212−4.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 28,741 | $3.20M | 0.35% | +938+3.4% | Added |
| Precision Wealth Strategies, LLC | 28,719 | $3.20M | 1.04% | +2,166+8.2% | Added |
| Zullo Investment Group, Inc. | 28,700 | $3.20M | 1.17% | −244−0.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 28,700 | $3.20M | 0.83% | −3,700−11.4% | Reduced |
| Oxbow Advisors, LLC | 28,671 | $3.19M | 0.28% | −109−0.4% | Reduced |
| Financial Management, Inc. | 28,550 | $3.18M | 3.02% | +28,550 | New |
| Advisors Preferred, LLC | 28,200 | $3.18M | 0.52% | 00.0% | Unchanged |
| Patten Group, Inc. | 28,501 | $3.18M | 0.59% | +1,869+7.0% | Added |
| Monetary Management Group Inc | 28,458 | $3.17M | 0.73% | −5,100−15.2% | Reduced |
| Strong Retirement Solutions LLC | 28,434 | $3.17M | 2.13% | +28,434 | New |
| Thrive Capital Management, LLC | 28,360 | $3.16M | 0.70% | −16−0.1% | Reduced |
| Abacus Planning Group, Inc. | 28,325 | $3.16M | 0.42% | +7,785+37.9% | Added |
| First Dallas Securities Inc. | 28,250 | $3.15M | 1.17% | −1,354−4.6% | Reduced |
| Jeppson Wealth Management, LLC | 28,184 | $3.14M | 0.99% | −55−0.2% | Reduced |
| Diversify Advisory Services, LLC | 26,170 | $3.13M | 0.10% | −13,045−33.3% | Reduced |
| Pettee Investors, Inc. | 28,087 | $3.13M | 1.75% | −1,460−4.9% | Reduced |
| Founders Financial Alliance, LLC | 28,040 | $3.12M | 0.59% | −904−3.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 28,000 | $3.12M | 1.52% | +6,000+27.3% | Added |
| Trust Co of the South | 27,915 | $3.11M | 0.50% | +5,038+22.0% | Added |
| Blueprint Investment Partners LLC | 27,913 | $3.11M | 0.33% | +6,115+28.1% | Added |
| Lincoln Capital Corp | 27,860 | $3.10M | 1.10% | −330−1.2% | Reduced |
| WD Rutherford LLC | 27,801 | $3.10M | 1.29% | +9,240+49.8% | Added |
| Fragasso Group Inc. | 27,787 | $3.10M | 0.19% | +442+1.6% | Added |
| Meadow Creek Wealth Advisors LLC | 27,779 | $3.09M | 1.98% | −393−1.4% | Reduced |
| Aviance Capital Partners, LLC | 27,769 | $3.09M | 0.36% | −190−0.7% | Reduced |
| Wilkerson Advisory Group LLC | 27,669 | $3.08M | 1.09% | +27,669 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,642 | $3.08M | 0.41% | +200+0.7% | Added |
| Prestige Wealth Management Group LLC | 27,585 | $3.07M | 0.59% | +657+2.4% | Added |
| Hilltop National Bank | 27,511 | $3.06M | 0.74% | −488−1.7% | Reduced |
| RDA Financial Network | 27,445 | $3.06M | 0.74% | +228+0.8% | Added |
| VCI Wealth Management LLC | 27,386 | $3.05M | 0.85% | −3,506−11.3% | Reduced |
| DGS Capital Management, LLC | 27,383 | $3.05M | 0.52% | +980+3.7% | Added |
| Cassaday & Co Wealth Management LLC | 27,337 | $3.05M | 0.06% | +625+2.3% | Added |
| Focused Wealth Management, Inc | 27,324 | $3.04M | 0.32% | +653+2.4% | Added |
| World Equity Group, Inc. | 27,296 | $3.04M | 0.85% | −2,802−9.3% | Reduced |
| Trust Co of Toledo NA | 27,275 | $3.04M | 0.30% | −187−0.7% | Reduced |
| Chicago Capital, LLC | 27,273 | $3.04M | 0.08% | +5,152+23.3% | Added |
| Exencial Wealth Advisors, LLC | 27,227 | $3.03M | 0.10% | +1,964+7.8% | Added |
| Wealth Alliance | 27,226 | $3.03M | 0.30% | −785−2.8% | Reduced |
| Calton & Associates, Inc. | 27,220 | $3.03M | 0.45% | +84+0.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,196 | $3.03M | 1.01% | −17−0.1% | Reduced |
| Valley Brook Capital Group | 27,180 | $3.03M | 2.00% | +225+0.8% | Added |
| Perryman Financial Advisory Inc | 27,174 | $3.03M | 0.44% | +27,174 | New |
| Etesian Wealth Advisors, Inc. | 27,152 | $3.03M | 0.95% | −288−1.0% | Reduced |
| Cidel Asset Management Inc | 27,085 | $3.02M | 0.21% | −784−2.8% | Reduced |
| Resurgent Financial Advisors LLC | 27,079 | $3.02M | 1.51% | −397−1.4% | Reduced |
| MRP Capital Investments, LLC | 27,045 | $3.01M | 2.52% | +9,876+57.5% | Added |
| Key Client Fiduciary Advisors, LLC | 26,988 | $3.01M | 1.04% | −564−2.0% | Reduced |
| Tabor Asset Management, LP | 26,973 | $3.01M | 1.21% | +12,829+90.7% | Added |
| Everpar Advisors LLC | 26,956 | $3.00M | 1.11% | +4,108+18.0% | Added |
| Lewis Asset Management, LLC | 26,912 | $3.00M | 1.22% | +389+1.5% | Added |
| Patron Partners Advisors, LLC | 26,902 | $3.00M | 1.34% | +469+1.8% | Added |
| Proactive Wealth Strategies LLC | 26,827 | $2.99M | 1.18% | +4,165+18.4% | Added |
| Family Capital Trust Co | 26,803 | $2.99M | 0.98% | +25,320+1,707.3% | Added |
| Alberta Investment Management Corp | 26,800 | $2.99M | 0.02% | −2,400−8.2% | Reduced |
| Keebeck Wealth Management, LLC | 26,736 | $2.98M | 0.34% | +269+1.0% | Added |
| Home Federal Bank of Tennessee | 26,774 | $2.98M | 0.78% | +464+1.8% | Added |
| Icon Wealth Advisors, LLC | 26,770 | $2.98M | 0.20% | +3,314+14.1% | Added |
| Quent Capital, LLC | 26,743 | $2.98M | 0.21% | +2,231+9.1% | Added |
| Sunbeam Capital Management, LLC | 26,685 | $2.97M | 1.76% | +50+0.2% | Added |
| Windsor Capital Management, LLC | 26,679 | $2.97M | 0.82% | −348−1.3% | Reduced |
| Sandro Wealth Management LLC | 26,650 | $2.97M | 2.46% | +26,650 | New |