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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 21,287 | $2.37M | 0.27% | +672+3.3% | Added |
| N.E.W. Advisory Services LLC | 21,266 | $2.37M | 0.18% | +7,691+56.7% | Added |
| Intellectus Partners, LLC | 21,203 | $2.37M | 0.46% | −800−3.6% | Reduced |
| Missouri Trust & Investment Co | 21,235 | $2.37M | 0.69% | −85−0.4% | Reduced |
| SmartHarvest Portfolios, LLC | 21,220 | $2.36M | 0.82% | +21,220 | New |
| Vigilare Wealth Management | 21,211 | $2.36M | 0.79% | 00.0% | Unchanged |
| Sherry Group, Inc. | 21,108 | $2.36M | 2.48% | +21,108 | New |
| HMS Capital Management, LLC | 21,160 | $2.36M | 0.98% | −219−1.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 21,135 | $2.36M | 0.38% | +2,320+12.3% | Added |
| Nicholson Wealth Management Group, LLC | 21,111 | $2.35M | 1.38% | +357+1.7% | Added |
| Brown Financial Advisors | 21,105 | $2.35M | 0.86% | −2,125−9.1% | Reduced |
| Meritage Portfolio Management | 21,080 | $2.35M | 0.16% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 21,050 | $2.35M | 1.52% | +134+0.6% | Added |
| Bell Bank | 20,968 | $2.34M | 0.10% | +989+5.0% | Added |
| TrueWealth Advisors, LLC | 20,952 | $2.33M | 0.60% | +330+1.6% | Added |
| Biltmore Family Office, LLC | 20,857 | $2.33M | 0.32% | +1,519+7.9% | Added |
| Joho Capital LLC | 20,850 | $2.32M | 0.50% | +9,800+88.7% | Added |
| Delap Wealth Advisory, LLC | 20,843 | $2.32M | 0.90% | +5,563+36.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 20,843 | $2.32M | 0.91% | +716+3.6% | Added |
| Redmond Asset Management, LLC | 20,824 | $2.32M | 0.59% | −384−1.8% | Reduced |
| Roxbury Financial LLC | 20,815 | $2.32M | 2.08% | −171−0.8% | Reduced |
| Capital Insight Partners, LLC | 20,763 | $2.31M | 0.49% | −3,627−14.9% | Reduced |
| Archer Investment Corp | 20,757 | $2.31M | 0.52% | +251+1.2% | Added |
| Painted Porch Advisors LLC | 20,731 | $2.31M | 0.93% | −1,119−5.1% | Reduced |
| Woodward Diversified Capital, LLC | 20,703 | $2.31M | 1.06% | +1,331+6.9% | Added |
| Brookwood Investment Group LLC | 20,633 | $2.30M | 0.28% | −8,317−28.7% | Reduced |
| Professional Financial Advisors, LLC | 20,600 | $2.30M | 0.47% | +60.0% | Added |
| Redwood Investment Management, LLC | 20,571 | $2.29M | 0.26% | +436+2.2% | Added |
| Empirical Asset Management, LLC | 23,493 | $2.29M | 0.65% | −285−1.2% | Reduced |
| Allied Investment Advisors, LLC | 20,524 | $2.29M | 0.35% | +48+0.2% | Added |
| Nova R Wealth, Inc. | 20,514 | $2.29M | 0.83% | +16,360+393.8% | Added |
| Norden Group LLC | 20,497 | $2.28M | 0.22% | +1,734+9.2% | Added |
| 111 Capital | 20,487 | $2.28M | 0.50% | +7,615+59.2% | Added |
| Williams Jones Wealth Management, LLC. | 20,443 | $2.28M | 0.03% | −1,063−4.9% | Reduced |
| KMG Fiduciary Partners, LLC | 20,438 | $2.28M | 0.16% | +30.0% | Added |
| Capital Performance Advisors LLP | 20,436 | $2.28M | 0.16% | +3,738+22.4% | Added |
| Sun Group Wealth Partners | 20,433 | $2.28M | 1.83% | +20,433 | New |
| Smith Thornton Advisors LLC | 20,348 | $2.27M | 1.15% | −153−0.7% | Reduced |
| Ridgepath Capital Management LLC | 21,969 | $2.26M | 1.04% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 20,263 | $2.26M | 0.04% | −11,268−35.7% | Reduced |
| Grace & White Inc | 20,250 | $2.26M | 0.40% | −750−3.6% | Reduced |
| Donoghue Forlines LLC | 20,248 | $2.26M | 0.70% | +20,248 | New |
| Bank Ozk | 20,214 | $2.25M | 0.80% | −1,045−4.9% | Reduced |
| Apella Capital, LLC | 20,203 | $2.25M | 0.04% | +1,118+5.9% | Added |
| Jupiter Asset Management Ltd | 20,173 | $2.25M | 0.02% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 20,144 | $2.24M | 0.76% | +17,926+808.2% | Added |
| Kingstone Capital Partners Texas, LLC | 20,085 | $2.24M | 1.31% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 20,049 | $2.23M | 1.01% | +523+2.7% | Added |
| Anb Bank | 20,038 | $2.23M | 0.89% | +55+0.3% | Added |
| SFG Wealth Management, LLC. | 20,034 | $2.23M | 0.88% | −1,309−6.1% | Reduced |
| General Partner, Inc. | 20,030 | $2.23M | 1.27% | 00.0% | Unchanged |
| Boston Family Office LLC | 20,012 | $2.23M | 0.14% | −50−0.2% | Reduced |
| Prosperity Bancshares Inc | 20,008 | $2.23M | 2.01% | +20,008 | New |
| Silverlake Wealth Management LLC | 19,943 | $2.22M | 0.50% | +3,292+19.8% | Added |
| ORG Wealth Partners, LLC | 19,937 | $2.22M | 0.52% | +287+1.5% | Added |
| Hollencrest Capital Management | 19,922 | $2.22M | 0.08% | −898−4.3% | Reduced |
| Resolute Wealth Strategies, LLC | 19,915 | $2.22M | 0.97% | +867+4.6% | Added |
| Drake & Associates, LLC | 19,905 | $2.22M | 0.44% | −8,024−28.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 19,888 | $2.22M | 0.30% | +19,888 | New |
| Golden State Wealth Management, LLC | 19,862 | $2.21M | 0.23% | +925+4.9% | Added |
| Morey & Quinn Wealth Partners, LLC | 19,832 | $2.21M | 1.59% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 19,818 | $2.21M | 0.77% | −157−0.8% | Reduced |
| Vista Investment Partners LLC | 19,762 | $2.20M | 0.58% | −157−0.8% | Reduced |
| Granite Islands Private Wealth, LLC | 19,855 | $2.19M | 2.02% | +19,855 | New |
| Institute for Wealth Management, LLC. | 19,661 | $2.19M | 0.23% | +130+0.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 19,613 | $2.19M | 1.22% | +5,519+39.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19,611 | $2.18M | 0.13% | −12,237−38.4% | Reduced |
| Altfest L J & Co Inc | 19,610 | $2.18M | 0.24% | −456−2.3% | Reduced |
| Allen Capital Group, LLC | 19,608 | $2.18M | 0.20% | +306+1.6% | Added |
| RMR Capital Management, LLC | 19,604 | $2.18M | 1.58% | −1,194−5.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 19,538 | $2.18M | 0.53% | +141+0.7% | Added |
| Brady Family Wealth, LLC | 19,532 | $2.18M | 0.67% | +122+0.6% | Added |
| NFP Retirement, Inc. | 19,499 | $2.17M | 0.13% | −537−2.7% | Reduced |
| GenTrust, LLC | 19,449 | $2.17M | 0.09% | +4,203+27.6% | Added |
| Kennebec Savings Bank | 19,473 | $2.17M | 1.87% | +331+1.7% | Added |
| Pioneer Trust Bank N A | 19,450 | $2.17M | 0.50% | −350−1.8% | Reduced |
| Jones Kertz & Associates, Inc. | 19,411 | $2.16M | 1.11% | +19,411 | New |
| HHM Wealth Advisors, LLC | 19,389 | $2.16M | 0.25% | +186+1.0% | Added |
| Intrepid Capital Management Inc | 19,345 | $2.16M | 0.83% | +338+1.8% | Added |
| Havemeyer Place LP | 19,313 | $2.15M | 0.42% | +19,313 | New |
| Fire Capital Management LLC | 19,273 | $2.15M | 1.07% | +56+0.3% | Added |
| QTR Family Wealth, LLC | 16,943 | $2.15M | 0.95% | +1,417+9.1% | Added |
| Heartland Bank & Trust Co | 19,261 | $2.15M | 0.91% | −673−3.4% | Reduced |
| Nicolet Bankshares Inc | 19,231 | $2.14M | 0.34% | −5,618−22.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 19,188 | $2.14M | 0.49% | +253+1.3% | Added |
| BKM Wealth Management, LLC | 19,215 | $2.14M | 0.78% | −188−1.0% | Reduced |
| Wealth Quarterback LLC | 19,192 | $2.14M | 0.77% | +69+0.4% | Added |
| Optas, LLC | 19,180 | $2.14M | 0.33% | +1,186+6.6% | Added |
| Insight Wealth Strategies, LLC | 19,154 | $2.13M | 0.24% | +244+1.3% | Added |
| Pin Oak Investment Advisors Inc | 16,252 | $2.13M | 1.50% | +21+0.1% | Added |
| Private Wealth Partners, LLC | 19,104 | $2.13M | 0.15% | +667+3.6% | Added |
| Resonant Capital Advisors, LLC | 19,056 | $2.13M | 0.12% | +576+3.1% | Added |
| Indivisible Partners | 19,037 | $2.12M | 0.23% | +19,037 | New |
| MBL Wealth, LLC | 19,000 | $2.12M | 0.17% | +5,213+37.8% | Added |
| Miramontes Capital, LLC | 18,991 | $2.12M | 0.72% | +18,991 | New |
| Personal Cfo Solutions, LLC | 18,957 | $2.11M | 0.34% | +1,404+8.0% | Added |
| Slagle Financial, LLC | 18,940 | $2.11M | 0.74% | +223+1.2% | Added |
| Floyd Financial Group LLC | 17,133 | $2.11M | 1.43% | +571+3.4% | Added |
| KWB Wealth | 18,912 | $2.11M | 0.20% | −699−3.6% | Reduced |
| Boltwood Capital Management | 18,885 | $2.10M | 0.55% | −554−2.8% | Reduced |