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 |
|---|---|---|---|---|---|
| Nicola Wealth Management Ltd. | 176,200 | $19.6M | 1.79% | −14,000−7.4% | Reduced |
| Laffer Tengler Investments | 174,256 | $19.4M | 2.95% | +6,360+3.8% | Added |
| Visionary Wealth Advisors | 173,271 | $19.3M | 0.87% | +2,157+1.3% | Added |
| Franklin Street Advisors Inc | 172,602 | $19.2M | 1.10% | −12,819−6.9% | Reduced |
| Toroso Investments, LLC | 172,001 | $19.2M | 0.08% | +19,812+13.0% | Added |
| Union Bancaire Privee, UBP SA | 108,697 | $19.2M | 0.32% | −5,738−5.0% | Reduced |
| Sagespring Wealth Partners, LLC | 171,253 | $19.1M | 0.35% | +33,076+23.9% | Added |
| Webster Bank, N. A. | 170,578 | $19.0M | 1.78% | −1,746−1.0% | Reduced |
| Cardinal Point Capital Management, ULC | 170,480 | $19.0M | 1.24% | +5,672+3.4% | Added |
| Empirical Capital Management, LLC | 170,000 | $18.9M | 12.45% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 168,686 | $18.8M | 3.34% | −35,072−17.2% | Reduced |
| MMBG Investment Advisors Co. | 168,056 | $18.8M | 1.58% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 181,451 | $18.5M | 0.06% | −122,189−40.2% | Reduced |
| Great Valley Advisor Group, Inc. | 166,310 | $18.5M | 0.36% | −9,941−5.6% | Reduced |
| James Investment Research Inc | 165,373 | $18.4M | 2.01% | −7,868−4.5% | Reduced |
| Meridian Wealth Management, LLC | 165,062 | $18.4M | 0.65% | +11,190+7.3% | Added |
| Laird Norton Trust Company, LLC | 164,327 | $18.3M | 0.38% | +164,327 | New |
| Segall Bryant & Hamill, LLC | 164,256 | $18.3M | 0.25% | −3,344−2.0% | Reduced |
| Townsend & Associates, Inc | 152,744 | $18.2M | 1.62% | +3,108+2.1% | Added |
| Moran Wealth Management, LLC | 163,320 | $18.2M | 0.56% | +2,656+1.7% | Added |
| Independent Financial Group, LLC | 163,192 | $18.2M | 0.41% | +10,486+6.9% | Added |
| IHT Wealth Management, LLC | 162,384 | $18.1M | 0.44% | +446+0.3% | Added |
| Kinsale Capital Group, Inc. | 162,556 | $18.1M | 3.01% | +4,519+2.9% | Added |
| First Horizon Corp | 162,051 | $18.1M | 0.81% | −7,555−4.5% | Reduced |
| American Assets Investment Management, LLC | 162,000 | $18.0M | 1.25% | 00.0% | Unchanged |
| First American Trust, FSB | 161,779 | $18.0M | 1.24% | −20,892−11.4% | Reduced |
| Tower Research Capital LLC (TRC) | 161,352 | $18.0M | 0.44% | +71,548+79.7% | Added |
| Trust Co of Vermont | 160,271 | $17.9M | 0.75% | −5,880−3.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 160,182 | $17.8M | 2.80% | +5,198+3.4% | Added |
| Greystone Financial Group, LLC | 159,985 | $17.8M | 2.78% | −6,276−3.8% | Reduced |
| LMG Wealth Partners, LLC | 159,652 | $17.8M | 3.32% | −13,329−7.7% | Reduced |
| GHP Investment Advisors, Inc. | 159,039 | $17.7M | 0.73% | −1,608−1.0% | Reduced |
| Fiduciary Trust Co | 158,278 | $17.6M | 0.20% | +3,410+2.2% | Added |
| Global Retirement Partners, LLC | 158,266 | $17.6M | 0.31% | +30,255+23.6% | Added |
| Foster Victor Wealth Advisors, LLC | 147,162 | $17.6M | 1.03% | +4,532+3.2% | Added |
| Ethic Inc. | 158,043 | $17.6M | 0.27% | +17,047+12.1% | Added |
| Daymark Wealth Partners, LLC | 157,995 | $17.6M | 0.56% | +2,365+1.5% | Added |
| CAPROCK Group, Inc. | 157,638 | $17.6M | 0.37% | +18,164+13.0% | Added |
| Red Door Wealth Management, LLC | 157,921 | $17.6M | 1.83% | +672+0.4% | Added |
| Physicians Financial Services, Inc. | 157,303 | $17.5M | 4.70% | −1,995−1.3% | Reduced |
| Integrity Alliance, LLC. | 156,764 | $17.5M | 0.64% | +7,366+4.9% | Added |
| Signaturefd, LLC | 156,690 | $17.5M | 0.27% | +5,741+3.8% | Added |
| Sumitomo Life Insurance Co | 156,394 | $17.4M | 0.48% | +6,988+4.7% | Added |
| Cardinal Capital Management | 156,224 | $17.4M | 2.31% | −808−0.5% | Reduced |
| Pittenger & Anderson Inc | 156,219 | $17.4M | 0.67% | −697−0.4% | Reduced |
| Anchor Capital Advisors LLC | 156,075 | $17.4M | 0.50% | −3,887−2.4% | Reduced |
| Parallel Advisors, LLC | 156,033 | $17.4M | 0.32% | +3,041+2.0% | Added |
| Gabelli Funds LLC | 155,800 | $17.4M | 0.12% | −2,025−1.3% | Reduced |
| Bleakley Financial Group, LLC | 155,605 | $17.3M | 0.30% | +18,266+13.3% | Added |
| ARS Wealth Advisors Group, LLC | 155,578 | $17.3M | 1.56% | −3,972−2.5% | Reduced |
| Atwater Malick LLC | 155,199 | $17.3M | 4.77% | −4,312−2.7% | Reduced |
| Dark Forest Capital Management LP | 154,918 | $17.3M | 0.79% | +26,880+21.0% | Added |
| Coldstream Capital Management Inc | 154,558 | $17.2M | 0.22% | +2,597+1.7% | Added |
| Saratoga Research & Investment Management | 153,526 | $17.1M | 0.90% | −9,094−5.6% | Reduced |
| Burney Co | 153,457 | $17.1M | 0.53% | −31,873−17.2% | Reduced |
| AlphaCore Capital LLC | 152,661 | $17.0M | 0.38% | +55,685+57.4% | Added |
| RBF Capital, LLC | 152,822 | $17.0M | 0.78% | −2,500−1.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 152,547 | $17.0M | 0.56% | −1,186−0.8% | Reduced |
| Hook Mill Capital Partners, LP | 152,490 | $17.0M | 1.60% | −118,762−43.8% | Reduced |
| Charter Trust Co | 152,400 | $17.0M | 0.98% | −1,254−0.8% | Reduced |
| LS Investment Advisors, LLC | 152,295 | $17.0M | 2.38% | −1,753−1.1% | Reduced |
| VestGen Advisors, LLC | 152,142 | $17.0M | 0.72% | +18,623+13.9% | Added |
| Primecap Management Co | 151,450 | $16.9M | 0.01% | −37,000−19.6% | Reduced |
| New Age Alpha Advisors, LLC | 151,018 | $16.8M | 0.73% | −11,751−7.2% | Reduced |
| Heritage Trust Co | 150,983 | $16.8M | 1.71% | −1,001−0.7% | Reduced |
| Generali Asset Management SPA SGR | 150,423 | $16.8M | 0.34% | −30,779−17.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 149,772 | $16.7M | 3.36% | −517−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 149,086 | $16.7M | 0.89% | +14,916+11.1% | Added |
| Marietta Wealth Management, LLC | 149,350 | $16.6M | 1.92% | +340.0% | Added |
| North Dakota State Investment Board | 149,175 | $16.6M | 0.62% | +149,175 | New |
| Perigon Wealth Management, LLC | 149,110 | $16.6M | 0.30% | −25,446−14.6% | Reduced |
| TLW Wealth Management, LLC | 148,879 | $16.6M | 9.57% | −7,276−4.7% | Reduced |
| Wesleyan Assurance Society | 148,650 | $16.5M | 0.95% | +2,400+1.6% | Added |
| DJE Kapital AG | 146,637 | $16.5M | 0.46% | −118,414−44.7% | Reduced |
| FineMark National Bank & Trust | 147,983 | $16.5M | 0.51% | −3,739−2.5% | Reduced |
| Capital Investment Advisors, LLC | 147,888 | $16.5M | 0.25% | +1,464+1.0% | Added |
| Trustmark National Bank Trust Department | 147,884 | $16.5M | 1.04% | +1,311+0.9% | Added |
| Hamel Associates, Inc. | 147,320 | $16.4M | 4.95% | −10,664−6.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 146,610 | $16.3M | 1.75% | −2,605−1.7% | Reduced |
| DuPont Capital Management Corp | 146,554 | $16.3M | 1.84% | +5,809+4.1% | Added |
| WealthPlan Investment Management, LLC | 146,303 | $16.3M | 1.04% | −47,584−24.5% | Reduced |
| Janney Capital Management LLC | 145,468 | $16.2M | 1.02% | −1,550−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 145,448 | $16.2M | 0.36% | −1,338−0.9% | Reduced |
| Brighton Jones LLC | 145,421 | $16.2M | 0.60% | +19,549+15.5% | Added |
| EFG International AG | 145,330 | $16.2M | 0.31% | +145,330 | New |
| Caisse des Depots Et Consignations | 145,303 | $16.2M | 0.37% | +1,632+1.1% | Added |
| Griffin Asset Management, Inc. | 144,607 | $16.1M | 1.74% | +971+0.7% | Added |
| Motco | 144,358 | $16.1M | 1.46% | −2,099−1.4% | Reduced |
| Moneta Group Investment Advisors LLC | 144,351 | $16.1M | 0.12% | −13,446−8.5% | Reduced |
| Barbara Oil Co. | 144,000 | $16.1M | 5.97% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 144,262 | $16.1M | 0.79% | −115−0.1% | Reduced |
| Callahan Advisors, LLC | 144,216 | $16.1M | 1.32% | −6,298−4.2% | Reduced |
| Cypress Capital Group | 143,852 | $16.0M | 1.80% | +869+0.6% | Added |
| Tulsa Wealth Advisors, INC | 143,474 | $16.0M | 5.31% | +143,474 | New |
| Guardian Partners Inc. | 125,101 | $16.0M | 1.28% | −2,820−2.2% | Reduced |
| Mattern Capital Management, LLC | 143,189 | $16.0M | 1.88% | +1,970+1.4% | Added |
| Woodstock Corp | 142,942 | $15.9M | 1.37% | +672+0.5% | Added |
| Empirical Finance, LLC | 142,577 | $15.9M | 0.76% | −6,323−4.2% | Reduced |
| Spire Wealth Management | 141,862 | $15.8M | 0.53% | −1,971−1.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 141,603 | $15.8M | 0.60% | +21,125+17.5% | Added |