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 |
|---|---|---|---|---|---|
| RoundAngle Advisors LLC | 26,562 | $2.96M | 2.15% | +533+2.0% | Added |
| PW Nova Financial Services LLC | 26,233 | $2.96M | 1.12% | +26,233 | New |
| St. Louis Financial Planners Asset Management, LLC | 26,518 | $2.95M | 1.82% | −1,027−3.7% | Reduced |
| SeaCrest Wealth Management, LLC | 26,195 | $2.95M | 0.30% | +2,369+9.9% | Added |
| Douglas Lane & Associates, LLC | 26,424 | $2.94M | 0.04% | +261+1.0% | Added |
| Barr E S & Co | 26,409 | $2.94M | 0.15% | +305+1.2% | Added |
| Highview Capital Management LLC | 26,375 | $2.94M | 1.04% | −686−2.5% | Reduced |
| Sym Financial Corp | 26,362 | $2.94M | 0.30% | +828+3.2% | Added |
| Atala Financial Inc | 26,320 | $2.93M | 1.88% | −420−1.6% | Reduced |
| Canvas Wealth Advisors, LLC | 26,214 | $2.93M | 0.50% | +4,332+19.8% | Added |
| Quotient Wealth Partners, LLC | 26,197 | $2.92M | 0.08% | +1,762+7.2% | Added |
| Zions Bancorporation, National Association | 26,165 | $2.92M | 0.13% | +3,443+15.2% | Added |
| Bangor Savings Bank | 26,160 | $2.91M | 0.23% | −2,152−7.6% | Reduced |
| Cane Capital Partners, LLC | 26,151 | $2.91M | 1.22% | +26,151 | New |
| University of Texas/Texas Am Investment Managment Co | 26,150 | $2.91M | 0.41% | −60,304−69.8% | Reduced |
| DeDora Capital, Inc. | 26,143 | $2.91M | 0.69% | +27+0.1% | Added |
| Sound Income Strategies, LLC | 24,229 | $2.90M | 0.14% | −159−0.7% | Reduced |
| TKG Advisors, LLC | 26,026 | $2.90M | 1.17% | +136+0.5% | Added |
| Tempus Wealth Planning, LLC | 26,018 | $2.90M | 0.66% | +59+0.2% | Added |
| Summit Financial Wealth Advisors, LLC | 26,017 | $2.90M | 0.41% | +746+3.0% | Added |
| Benson Wealth Management INC | 25,997 | $2.90M | 3.23% | +25,997 | New |
| PCM Encore, LLC | 25,991 | $2.90M | 0.62% | +25,991 | New |
| Texas Bank & Trust Co | 25,982 | $2.89M | 1.05% | −217−0.8% | Reduced |
| Kentucky Trust Co | 25,967 | $2.89M | 1.53% | −425−1.6% | Reduced |
| Soltis Investment Advisors LLC | 25,949 | $2.89M | 0.19% | +7,927+44.0% | Added |
| Strategic Wealth Partners, Ltd. | 25,925 | $2.89M | 0.20% | +13,821+114.2% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 25,878 | $2.88M | 2.24% | +25,878 | New |
| Procyon Private Wealth Partners, LLC | 25,870 | $2.88M | 0.14% | +4,273+19.8% | Added |
| GoalVest Advisory LLC | 25,797 | $2.87M | 0.55% | +1,955+8.2% | Added |
| BEAM Asset Management, LLC | 25,699 | $2.86M | 0.79% | +1,247+5.1% | Added |
| Northern Financial Advisors Inc | 25,679 | $2.86M | 3.27% | −18,733−42.2% | Reduced |
| First PREMIER Bank | 25,674 | $2.86M | 0.66% | −170−0.7% | Reduced |
| Quad-Cities Investment Group, LLC | 25,629 | $2.86M | 1.18% | −1,253−4.7% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 25,500 | $2.84M | 1.59% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 25,334 | $2.84M | 2.62% | +778+3.2% | Added |
| Lineweaver Wealth Advisors, LLC | 25,443 | $2.83M | 0.39% | +1,109+4.6% | Added |
| ZWJ Investment Counsel Inc | 25,395 | $2.83M | 0.10% | −33−0.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 25,390 | $2.83M | 0.21% | −1,689−6.2% | Reduced |
| XML Financial, LLC | 25,380 | $2.83M | 0.23% | −1,776−6.5% | Reduced |
| Strait & Sound Wealth Management LLC | 25,359 | $2.83M | 1.05% | −361−1.4% | Reduced |
| Integrated Investment Consultants, LLC | 25,346 | $2.82M | 0.55% | +13,512+114.2% | Added |
| Bedel Financial Consulting, Inc. | 25,345 | $2.82M | 0.30% | −736−2.8% | Reduced |
| Bridgewater Advisors Inc. | 23,620 | $2.82M | 0.18% | +981+4.3% | Added |
| Cove Private Wealth, LLC | 25,255 | $2.81M | 0.84% | +3,015+13.6% | Added |
| T. Rowe Price Investment Management, Inc. | 25,241 | $2.81M | 0.00% | +9,041+55.8% | Added |
| Holistic Planning, LLC | 25,226 | $2.81M | 0.60% | +1,051+4.3% | Added |
| Samjo Management, LLC | 25,200 | $2.81M | 1.09% | −690−2.7% | Reduced |
| Ruggiero Investments, Inc. | 25,092 | $2.80M | 2.52% | +25,092 | New |
| Chesapeake Wealth Management | 25,082 | $2.79M | 0.83% | +210+0.8% | Added |
| 44 Wealth Management LLC | 25,066 | $2.79M | 0.94% | −406−1.6% | Reduced |
| Commonwealth Financial Services, LLC | 25,030 | $2.79M | 0.46% | +80.0% | Added |
| Sarasin & Partners LLP | 25,023 | $2.79M | 0.03% | −15,000−37.5% | Reduced |
| Castellan Group, LLC | 25,011 | $2.79M | 0.35% | +25,011 | New |
| Concord Asset Management, LLC | 24,995 | $2.78M | 0.48% | +580+2.4% | Added |
| Financial Engines Advisors L.L.C. | 24,956 | $2.78M | 0.01% | +4,963+24.8% | Added |
| Park National Corp | 24,938 | $2.78M | 0.09% | −242−1.0% | Reduced |
| Wright Investors Service Inc | 24,936 | $2.78M | 0.83% | +24,936 | New |
| Stamos Capital Partners, L.P. | 24,890 | $2.77M | 0.45% | +12,862+106.9% | Added |
| Narwhal Capital Management | 24,849 | $2.77M | 0.20% | +2,160+9.5% | Added |
| Saxon Interests, Inc. | 24,806 | $2.76M | 0.98% | +1,188+5.0% | Added |
| Tradition Wealth Management, LLC | 24,762 | $2.76M | 0.20% | +233+0.9% | Added |
| Wolff Wiese Magana LLC | 24,762 | $2.76M | 1.51% | +925+3.9% | Added |
| Iowa State Bank | 24,754 | $2.76M | 0.52% | −166−0.7% | Reduced |
| Chicago Trust Co NA | 24,694 | $2.75M | 0.43% | +3,041+14.0% | Added |
| FOCUS Wealth Advisors, LLC | 24,687 | $2.75M | 1.28% | +211+0.9% | Added |
| Old Second National Bank of Aurora | 24,660 | $2.75M | 0.55% | +260+1.1% | Added |
| MCF Advisors LLC | 24,556 | $2.74M | 0.15% | +4,124+20.2% | Added |
| High Net Worth Advisory Group LLC | 24,546 | $2.73M | 0.63% | −167−0.7% | Reduced |
| Charles Schwab Trust Co | 24,513 | $2.73M | 0.18% | +2,125+9.5% | Added |
| Northwest Wealth Management, LLC | 24,501 | $2.73M | 0.43% | +2,555+11.6% | Added |
| Park Edge Advisors, LLC | 24,485 | $2.73M | 0.62% | −8,387−25.5% | Reduced |
| First Community Trust NA | 24,448 | $2.72M | 2.03% | +562+2.4% | Added |
| Beverly Hills Private Wealth, LLC | 24,426 | $2.72M | 0.47% | −2,923−10.7% | Reduced |
| RFP Financial Group LLC | 24,408 | $2.72M | 1.30% | −963−3.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 24,381 | $2.72M | 0.59% | −100−0.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 24,360 | $2.71M | 0.25% | −709−2.8% | Reduced |
| Meadowbrook Advisors Group, LLC | 24,360 | $2.71M | 1.52% | +24,360 | New |
| CMG Global Holdings, LLC | 21,159 | $2.71M | 1.20% | −239−1.1% | Reduced |
| Navalign, LLC | 24,290 | $2.71M | 0.66% | −235−1.0% | Reduced |
| Indiana Trust & Investment Management CO | 24,281 | $2.71M | 0.80% | −220−0.9% | Reduced |
| Compass Capital Corp | 21,322 | $2.70M | 1.04% | +89+0.4% | Added |
| Blue Chip Partners, Inc. | 24,272 | $2.70M | 0.20% | 00.0% | Unchanged |
| Platform Technology Partners | 24,195 | $2.70M | 0.57% | +262+1.1% | Added |
| Adirondack Trust Co | 24,188 | $2.69M | 0.89% | −173−0.7% | Reduced |
| Aspire Growth Partners LLC | 24,181 | $2.69M | 1.88% | −607−2.4% | Reduced |
| Global Assets Advisory, LLC | 24,074 | $2.68M | 0.77% | +5,992+33.1% | Added |
| Ballast, Inc. | 24,072 | $2.68M | 0.63% | −135−0.6% | Reduced |
| Boxwood Ventures, Inc. | 23,991 | $2.68M | 2.70% | 00.0% | Unchanged |
| LRI Investments, LLC | 24,032 | $2.68M | 0.22% | −328−1.3% | Reduced |
| Elgethun Capital Management | 24,029 | $2.68M | 0.46% | +591+2.5% | Added |
| Hilltop Partners LLC | 23,997 | $2.67M | 0.69% | +2,853+13.5% | Added |
| Veratis Advisors, Inc. | 20,616 | $2.66M | 2.10% | +20,616 | New |
| Ifrah Financial Services, Inc. | 23,847 | $2.66M | 0.68% | −443−1.8% | Reduced |
| WBH Advisory Inc | 23,749 | $2.65M | 0.20% | −258−1.1% | Reduced |
| BankPlus Trust Department | 23,696 | $2.64M | 0.69% | −871−3.5% | Reduced |
| Bernard Wealth Management Corp. | 23,696 | $2.64M | 1.07% | −123−0.5% | Reduced |
| Frec Markets, Inc. | 23,654 | $2.64M | 0.77% | +23,654 | New |
| Certified Advisory Corp | 23,642 | $2.63M | 0.24% | −617−2.5% | Reduced |
| Smith Shellnut Wilson LLC | 23,618 | $2.63M | 1.01% | +9,828+71.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 23,605 | $2.63M | 0.77% | +62+0.3% | Added |