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 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 23,574 | $2.63M | 1.33% | +57+0.2% | Added |
| Burford Brothers, Inc. | 23,562 | $2.63M | 1.08% | −268−1.1% | Reduced |
| CWS Financial Advisors, LLC | 23,557 | $2.62M | 0.71% | +160+0.7% | Added |
| Austin Private Wealth, LLC | 23,553 | $2.62M | 0.20% | +357+1.5% | Added |
| Financial Partners Group, Inc | 22,006 | $2.62M | 0.30% | +196+0.9% | Added |
| Lifeworks Advisors, LLC | 23,527 | $2.62M | 0.34% | +3,277+16.2% | Added |
| Vivaldi Capital Management, LLC | 23,491 | $2.62M | 0.36% | +96+0.4% | Added |
| Southeast Asset Advisors Inc. | 23,461 | $2.61M | 0.25% | 00.0% | Unchanged |
| Park Place Capital Corp | 23,452 | $2.61M | 0.54% | +165+0.7% | Added |
| Ethos Financial Group, LLC | 23,385 | $2.61M | 0.19% | +1,002+4.5% | Added |
| Bluedoor Private Wealth, LLC | 23,351 | $2.60M | 1.20% | +23,351 | New |
| Total Clarity Wealth Management, Inc. | 23,347 | $2.60M | 0.63% | +168+0.7% | Added |
| Winthrop Advisory Group LLC | 23,248 | $2.60M | 0.22% | +301+1.3% | Added |
| Geneva Capital Management LLC | 23,285 | $2.59M | 0.05% | −591−2.5% | Reduced |
| Capstone Financial Advisors, Inc. | 23,263 | $2.59M | 0.14% | −8,315−26.3% | Reduced |
| Orser Capital Management, LLC | 23,238 | $2.59M | 1.55% | +195+0.8% | Added |
| Quilter Plc | 23,173 | $2.58M | 0.04% | −360−1.5% | Reduced |
| Hartford Funds Management Co LLC | 23,075 | $2.57M | 0.21% | +9,505+70.0% | Added |
| CNB Bank | 23,058 | $2.57M | 1.05% | +1,130+5.2% | Added |
| Virtu Financial LLC | 23,007 | $2.56M | 0.10% | +23,007 | New |
| Catalyst Capital Advisors LLC | 23,000 | $2.56M | 0.05% | −1,000−4.2% | Reduced |
| Schear Investment Advisers, LLC | 22,975 | $2.56M | 1.10% | +7,798+51.4% | Added |
| Advocate Group LLC | 22,963 | $2.56M | 0.41% | −1,110−4.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,954 | $2.56M | 0.58% | −13,265−36.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 22,944 | $2.56M | 0.61% | −556−2.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 22,887 | $2.55M | 0.18% | +706+3.2% | Added |
| Postrock Partners LLC | 22,883 | $2.55M | 1.11% | 00.0% | Unchanged |
| Walleye Trading LLC | 22,882 | $2.55M | 0.04% | +22,882 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22,874 | $2.55M | 0.89% | +18,762+456.3% | Added |
| American State Bank (Iowa) | 22,804 | $2.54M | 1.22% | +159+0.7% | Added |
| Sky Investment Group LLC | 22,763 | $2.54M | 0.42% | +31+0.1% | Added |
| Lincoln Capital LLC | 22,739 | $2.53M | 0.46% | +600+2.7% | Added |
| Beech Hill Advisors, Inc. | 22,725 | $2.53M | 1.21% | +119+0.5% | Added |
| Adamsbrown Wealth Consultants LLC | 22,714 | $2.53M | 0.70% | +80.0% | Added |
| WMG Financial Advisors, LLC | 22,709 | $2.53M | 1.04% | −86−0.4% | Reduced |
| Phillips Wealth Planners LLC | 21,192 | $2.53M | 2.03% | +13,828+187.8% | Added |
| Coppell Advisory Solutions LLC | 22,561 | $2.53M | 0.25% | +2,272+11.2% | Added |
| Strive Financial Group ,LLC | 22,634 | $2.52M | 1.33% | +22,634 | New |
| Trueblood Wealth Management, LLC | 22,633 | $2.52M | 0.98% | +409+1.8% | Added |
| Syverson Strege & Co | 22,623 | $2.52M | 0.60% | −1,880−7.7% | Reduced |
| Silphium Asset Management Ltd | 22,614 | $2.52M | 1.07% | −5,465−19.5% | Reduced |
| Centiva Capital, LP | 22,609 | $2.52M | 0.15% | +22,609 | New |
| Foster Group, Inc. | 22,512 | $2.51M | 0.08% | −377−1.6% | Reduced |
| Shum Financial Group, Inc. | 22,510 | $2.51M | 1.81% | +570+2.6% | Added |
| Royal Capital Wealth Management, LLC | 22,510 | $2.51M | 1.48% | −90−0.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 22,486 | $2.51M | 0.34% | +169+0.8% | Added |
| McGuire Capital Advisors Inc | 22,456 | $2.50M | 1.59% | +22,456 | New |
| MJP Associates Inc | 22,452 | $2.50M | 0.31% | +786+3.6% | Added |
| Peak Financial Advisors LLC | 22,434 | $2.50M | 1.12% | −9,486−29.7% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 22,429 | $2.50M | 2.61% | −244−1.1% | Reduced |
| Global Financial Private Client, LLC | 22,408 | $2.50M | 0.88% | +81+0.4% | Added |
| Hilton Head Capital Partners, LLC | 22,400 | $2.50M | 1.46% | +22,400 | New |
| Trustco Bank Corp N Y | 22,353 | $2.49M | 2.24% | +176+0.8% | Added |
| Consilium Wealth Advisory, LLC | 22,337 | $2.49M | 0.92% | +474+2.2% | Added |
| Paradigm Asset Management Co LLC | 22,336 | $2.49M | 0.57% | −1,200−5.1% | Reduced |
| KFG Wealth Management, LLC | 22,305 | $2.48M | 0.33% | −547−2.4% | Reduced |
| Old Port Advisors | 22,238 | $2.48M | 0.61% | −81−0.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 22,229 | $2.48M | 1.24% | −457−2.0% | Reduced |
| ZEGA Investments, LLC | 22,204 | $2.47M | 0.48% | −22−0.1% | Reduced |
| Capital Management Associates | 22,200 | $2.47M | 3.63% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 22,194 | $2.47M | 1.34% | −5,942−21.1% | Reduced |
| Uncommon Cents Investing LLC | 22,194 | $2.47M | 0.60% | −315−1.4% | Reduced |
| Liberty Capital Management, Inc. | 22,165 | $2.47M | 0.46% | −173−0.8% | Reduced |
| Farmers National Bank | 22,147 | $2.47M | 0.55% | +2,905+15.1% | Added |
| L2 Asset Management, LLC | 22,143 | $2.47M | 0.33% | +1,527+7.4% | Added |
| TritonPoint Partners, LLC | 22,092 | $2.47M | 1.32% | +22,092 | New |
| First Command Advisory Services, Inc. | 22,082 | $2.46M | 0.02% | +2,228+11.2% | Added |
| Plan Group Financial, LLC | 22,003 | $2.45M | 0.64% | −1,032−4.5% | Reduced |
| First Commonwealth Financial Corp | 21,972 | $2.45M | 0.40% | +178+0.8% | Added |
| Trexquant Investment LP | 21,968 | $2.45M | 0.02% | −388,722−94.7% | Reduced |
| Wellspring Financial Advisors, LLC | 21,945 | $2.45M | 0.19% | +16,832+329.2% | Added |
| LVW Advisors, LLC | 21,947 | $2.45M | 0.25% | +51+0.2% | Added |
| Colonial River Wealth Management, LLC | 21,853 | $2.43M | 0.87% | +154+0.7% | Added |
| Verity & Verity, LLC | 21,848 | $2.43M | 0.19% | −1,266−5.5% | Reduced |
| Angeles Wealth Management, LLC | 21,799 | $2.43M | 0.13% | +5,709+35.5% | Added |
| TCI Wealth Advisors, Inc. | 21,836 | $2.43M | 0.13% | +1,704+8.5% | Added |
| Anchyra Partners LLC | 21,811 | $2.43M | 0.75% | +21,811 | New |
| Woodard & Co Asset Management Group Inc | 21,809 | $2.43M | 0.38% | +4,327+24.8% | Added |
| MSH Capital Advisors LLC | 21,782 | $2.43M | 0.52% | +5,999+38.0% | Added |
| Live Oak Private Wealth LLC | 21,758 | $2.42M | 0.33% | −77−0.4% | Reduced |
| Davis Capital Management | 21,721 | $2.42M | 1.67% | −65−0.3% | Reduced |
| WealthCare Asset Management, LLC | 23,693 | $2.42M | 2.23% | +23,693 | New |
| Orrstown Financial Services Inc | 21,667 | $2.41M | 0.40% | +71+0.3% | Added |
| KC Investment Advisors, LLC | 21,641 | $2.41M | 0.59% | −1,065−4.7% | Reduced |
| GFG Capital, LLC | 21,633 | $2.41M | 0.86% | −705−3.2% | Reduced |
| Nwam LLC | 20,540 | $2.41M | 0.13% | −548−2.6% | Reduced |
| First Western Trust Bank | 21,579 | $2.40M | 0.12% | +184+0.9% | Added |
| Accent Capital Management, LLC | 21,516 | $2.40M | 1.03% | +700+3.4% | Added |
| Prudent Man Advisors, LLC | 21,545 | $2.40M | 0.87% | −798−3.6% | Reduced |
| Fiduciary Family Office, LLC | 21,500 | $2.40M | 0.69% | −1,618−7.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 21,491 | $2.39M | 0.15% | −140−0.6% | Reduced |
| Montecito Bank & Trust | 21,488 | $2.39M | 0.38% | +539+2.6% | Added |
| Eukles Asset Management | 21,471 | $2.39M | 0.93% | −191−0.9% | Reduced |
| IFC Advisors LLC | 21,431 | $2.39M | 0.35% | −79−0.4% | Reduced |
| LongView Wealth Management | 20,229 | $2.39M | 0.58% | +42+0.2% | Added |
| Costello Asset Management, INC | 21,414 | $2.39M | 0.79% | −190−0.9% | Reduced |
| First National Bank & Trust Co of Newtown | 21,397 | $2.38M | 0.44% | −50−0.2% | Reduced |
| TLWM | 21,378 | $2.38M | 0.44% | −37−0.2% | Reduced |
| Fox Hill Wealth Management | 21,340 | $2.38M | 1.10% | +6,576+44.5% | Added |
| Mountain Pacific Investment Advisers Inc | 21,320 | $2.38M | 0.38% | −370−1.7% | Reduced |