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; 4,426 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 | 4,426 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 240,153 | $26.8M | 0.74% | +1,822+0.8% | Added |
| HighPoint Advisor Group LLC | 239,838 | $26.7M | 0.59% | +65,343+37.4% | Added |
| Evelyn Partners Investment Management LLP | 237,236 | $26.4M | 0.73% | −11,122−4.5% | Reduced |
| Strategic Planning Group, LLC | 235,989 | $26.3M | 3.38% | +9,977+4.4% | Added |
| Miracle Mile Advisors, LLC | 234,335 | $26.1M | 0.37% | +12,677+5.7% | Added |
| Two Sigma Advisers, LP | 234,200 | $26.1M | 0.05% | −5,150,600−95.7% | Reduced |
| Mach-1 Financial Group, Inc. | 233,731 | $26.0M | 5.35% | +222,678+2,014.6% | Added |
| Montag A & Associates Inc | 233,092 | $26.0M | 1.19% | −6,741−2.8% | Reduced |
| Erste Asset Management GmbH | 227,672 | $25.9M | 0.22% | +40,861+21.9% | Added |
| Vontobel Holding Ltd. | 232,442 | $25.9M | 0.09% | +13,186+6.0% | Added |
| Tokio Marine Asset Management Co Ltd | 232,347 | $25.9M | 0.89% | +85,845+58.6% | Added |
| Venturi Wealth Management, LLC | 231,302 | $25.8M | 1.14% | +1,611+0.7% | Added |
| Azimuth Capital Investment Management LLC | 230,977 | $25.7M | 0.92% | −10,220−4.2% | Reduced |
| Trajan Wealth LLC | 228,733 | $25.5M | 1.06% | −4,034−1.7% | Reduced |
| Parthenon LLC | 227,862 | $25.4M | 2.74% | +609+0.3% | Added |
| Equitable Holdings, Inc. | 227,569 | $25.4M | 0.17% | +2,369+1.1% | Added |
| Patten & Patten Inc | 226,442 | $25.2M | 1.48% | −5,821−2.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 226,413 | $25.2M | 1.12% | +12,912+6.0% | Added |
| Advisors Capital Management, LLC | 224,564 | $25.0M | 0.29% | +5,953+2.7% | Added |
| Venture Visionary Partners LLC | 223,221 | $25.0M | 0.82% | +7,447+3.5% | Added |
| Louisiana State Employees Retirement System | 224,000 | $25.0M | 0.43% | −6,300−2.7% | Reduced |
| AIA Group Ltd | 223,303 | $24.9M | 0.37% | +111,800+100.3% | Added |
| Bragg Financial Advisors, Inc | 223,187 | $24.9M | 0.81% | −9,277−4.0% | Reduced |
| Gulf International Bank (UK) Ltd | 222,526 | $24.8M | 0.80% | +226+0.1% | Added |
| EP Wealth Advisors, LLC | 222,233 | $24.8M | 0.13% | +222,233 | New |
| Cutler Investment Counsel LLC | 221,338 | $24.7M | 2.57% | −6,223−2.7% | Reduced |
| BNP Paribas | 219,430 | $24.7M | 0.71% | −161,218−42.4% | Reduced |
| Savant Capital, LLC | 220,646 | $24.6M | 0.14% | +6,493+3.0% | Added |
| PEAK6 LLC | 219,946 | $24.5M | 0.67% | +53,977+32.5% | Added |
| Bridgeway Capital Management, LLC | 219,234 | $24.4M | 0.51% | −2,197−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 219,135 | $24.4M | 0.29% | −83,696−27.6% | Reduced |
| Nemes Rush Group LLC | 218,372 | $24.3M | 2.29% | −1,653−0.8% | Reduced |
| Richard C. Young & CO., LTD. | 218,332 | $24.3M | 2.18% | +22,537+11.5% | Added |
| Maryland State Retirement & Pension System | 217,973 | $24.3M | 0.50% | +1,200+0.6% | Added |
| Carnegie Capital Asset Management, LLC | 217,318 | $24.2M | 0.45% | +15,480+7.7% | Added |
| Stonebridge Capital Advisors LLC | 216,605 | $24.1M | 1.67% | +3,636+1.7% | Added |
| CenterBook Partners LP | 214,991 | $24.0M | 1.17% | +214,991 | New |
| Tudor Investment Corp Et Al | 214,000 | $23.8M | 0.13% | +52,547+32.5% | Added |
| Simmons Bank | 213,610 | $23.8M | 1.59% | −3,496−1.6% | Reduced |
| Edge Wealth Management LLC | 213,573 | $23.8M | 4.20% | −3,133−1.4% | Reduced |
| Citizens Financial Group Inc | 212,287 | $23.7M | 0.32% | +1,882+0.9% | Added |
| Stratos Wealth Partners, LTD. | 212,144 | $23.6M | 0.27% | +3,674+1.8% | Added |
| SCS Capital Management LLC | 208,620 | $23.3M | 0.25% | +170.0% | Added |
| Omers Administration Corp | 208,125 | $23.2M | 0.17% | −10,200−4.7% | Reduced |
| Letko, Brosseau & Associates Inc | 207,606 | $23.1M | 0.38% | −188,905−47.6% | Reduced |
| Harvest Portfolios Group Inc. | 206,570 | $23.0M | 0.40% | −1,514−0.7% | Reduced |
| JB Capital LLC | 205,534 | $22.9M | 0.93% | +2,384+1.2% | Added |
| SageGuard Financial Group, LLC | 205,485 | $22.9M | 3.64% | +205,485 | New |
| Resources Investment Advisors, LLC. | 205,105 | $22.9M | 0.22% | +8,396+4.3% | Added |
| Abn Amro Investment Solutions | 204,499 | $22.8M | 0.34% | +144,328+239.9% | Added |
| Mesirow Financial Investment Management, Inc. | 204,133 | $22.7M | 0.47% | −38,825−16.0% | Reduced |
| Abner Herrman & Brock LLC | 202,987 | $22.6M | 2.31% | −2,405−1.2% | Reduced |
| CCM Investment Advisers LLC | 202,966 | $22.6M | 2.16% | −910−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 202,706 | $22.6M | 0.19% | −13,716−6.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 201,673 | $22.5M | 0.08% | +15,272+8.2% | Added |
| New Mexico Educational Retirement Board | 201,479 | $22.4M | 0.67% | +6,300+3.2% | Added |
| Modera Wealth Management, LLC | 201,153 | $22.4M | 0.26% | −337−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 194,323 | $22.2M | 0.46% | −15,991−7.6% | Reduced |
| Milford Funds Ltd | 199,263 | $22.2M | 0.44% | +199,263 | New |
| Fred Alger Management, LLC | 198,179 | $22.2M | 0.09% | −146,328−42.5% | Reduced |
| William Blair Investment Management, LLC | 197,209 | $22.0M | 0.06% | −121,721−38.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 196,648 | $21.9M | 0.61% | +12,794+7.0% | Added |
| Leavell Investment Management, Inc. | 195,158 | $21.8M | 0.91% | −3,760−1.9% | Reduced |
| Payden & Rygel | 193,100 | $21.5M | 1.50% | −13,700−6.6% | Reduced |
| SIH Partners, LLLP | 192,910 | $21.5M | 1.25% | +182,619+1,774.6% | Added |
| Brandywine Global Investment Management, LLC | 192,599 | $21.5M | 0.14% | −195,163−50.3% | Reduced |
| GW Henssler & Associates Ltd | 192,317 | $21.4M | 1.03% | −7,570−3.8% | Reduced |
| Allianz SE | 190,204 | $21.2M | 0.27% | +460+0.2% | Added |
| Thoroughbred Financial Services, LLC | 190,094 | $21.2M | 1.25% | −1,287−0.7% | Reduced |
| First American Bank | 190,059 | $21.2M | 1.28% | −1,898−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 188,985 | $21.1M | 0.26% | +6,531+3.6% | Added |
| Metis Global Partners, LLC | 188,834 | $21.0M | 0.50% | −11,958−6.0% | Reduced |
| Adell Harriman & Carpenter Inc | 188,642 | $21.0M | 1.25% | +13,912+8.0% | Added |
| Royal Fund Management, LLC | 187,590 | $20.9M | 1.92% | +133,145+244.5% | Added |
| City Holding Co | 186,359 | $20.8M | 2.55% | −638−0.3% | Reduced |
| Whitener Capital Management, Inc. | 186,220 | $20.7M | 4.72% | −4,080−2.1% | Reduced |
| J.W. Cole Advisors, Inc. | 246,115 | $20.7M | 0.50% | −40,063−14.0% | Reduced |
| Hancock Whitney Corp | 186,006 | $20.7M | 0.37% | −3,652−1.9% | Reduced |
| Ascent Group, LLC | 185,382 | $20.7M | 0.71% | +5,076+2.8% | Added |
| Forbes J M & Co LLP | 185,319 | $20.6M | 1.67% | +889+0.5% | Added |
| RSM US Wealth Management LLC | 184,404 | $20.6M | 0.26% | +1,485+0.8% | Added |
| Fiduciary Group LLC | 183,630 | $20.5M | 1.72% | −5,890−3.1% | Reduced |
| Hartline Investment Corp | 183,339 | $20.4M | 2.21% | −240−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 183,234 | $20.4M | 1.06% | +5,067+2.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 183,181 | $20.4M | 0.87% | +33,500+22.4% | Added |
| Level Four Advisory Services, LLC | 182,050 | $20.3M | 0.66% | +6,733+3.8% | Added |
| Clarity Financial LLC | 181,700 | $20.2M | 1.87% | +5,393+3.1% | Added |
| Lynch & Associates | 181,038 | $20.2M | 3.81% | −8,498−4.5% | Reduced |
| NewEdge Wealth, LLC | 180,521 | $20.1M | 0.23% | +30,214+20.1% | Added |
| Dodge & Cox | 179,535 | $20.0M | 0.01% | −1,300−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 178,915 | $19.9M | 0.70% | +4,973+2.9% | Added |
| St Germain D J Co Inc | 177,854 | $19.8M | 0.77% | −2,566−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 177,760 | $19.8M | 0.95% | −39,758−18.3% | Reduced |
| One Capital Management, LLC | 177,529 | $19.8M | 0.60% | +3,823+2.2% | Added |
| Rowland & Co Investment Counsel | 176,956 | $19.7M | 3.80% | −3,352−1.9% | Reduced |
| Callan Family Office, LLC | 176,940 | $19.7M | 0.42% | +25,664+17.0% | Added |
| Terry L. Blaker | 176,598 | $19.7M | 0.73% | +1,792+1.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 176,554 | $19.7M | 0.35% | +2,910+1.7% | Added |
| Colonial Trust Advisors | 176,318 | $19.6M | 1.48% | −3,353−1.9% | Reduced |
| Allen Investment Management LLC | 176,275 | $19.6M | 0.22% | +12,811+7.8% | Added |