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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 141,391 | $15.8M | 0.95% | +16,157+12.9% | Added |
| Keb Asset Management, LLC | 140,895 | $15.7M | 3.18% | −9,286−6.2% | Reduced |
| First Manhattan Co | 140,048 | $15.6M | 0.04% | −8,366−5.6% | Reduced |
| WoodTrust Financial Corp | 140,281 | $15.6M | 1.82% | −4,089−2.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 140,111 | $15.6M | 0.18% | +218+0.2% | Added |
| Enclave Advisors LLC | 140,099 | $15.6M | 2.21% | +650.0% | Added |
| TMB Capital Partners, LLC | 139,984 | $15.6M | 5.33% | +139,984 | New |
| Dynamic Advisor Solutions LLC | 138,942 | $15.5M | 0.50% | −6,121−4.2% | Reduced |
| Commerzbank Aktiengesellschaft | 138,641 | $15.4M | 0.31% | +40,761+41.6% | Added |
| Sowell Financial Services LLC | 138,531 | $15.4M | 0.57% | −860−0.6% | Reduced |
| Engineers Gate Manager LP | 138,427 | $15.4M | 0.18% | −136,281−49.6% | Reduced |
| Auxier Asset Management | 138,314 | $15.4M | 2.17% | −3,892−2.7% | Reduced |
| Levin Capital Strategies, L.P. | 137,810 | $15.4M | 1.33% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 137,191 | $15.3M | 0.04% | +1,465+1.1% | Added |
| IFP Advisors, Inc | 136,945 | $15.3M | 0.34% | +2,421+1.8% | Added |
| WCG Wealth Advisors LLC | 136,678 | $15.2M | 0.43% | +42,665+45.4% | Added |
| King Wealth | 136,064 | $15.2M | 1.83% | +3,955+3.0% | Added |
| Phoenix Holdings Ltd. | 134,572 | $15.0M | 0.16% | −39,228−22.6% | Reduced |
| Nixon Peabody Trust Co | 134,464 | $15.0M | 1.13% | −5,407−3.9% | Reduced |
| AlTi Global, Inc. | 134,100 | $15.0M | 0.32% | +455+0.3% | Added |
| Principal Securities, Inc. | 134,037 | $14.9M | 0.23% | +16,942+14.5% | Added |
| Osborne Partners Capital Management, LLC | 133,821 | $14.9M | 0.77% | −16,983−11.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 133,200 | $14.8M | 3.44% | +133,200 | New |
| Krilogy Financial LLC | 126,088 | $14.8M | 0.50% | +2,154+1.7% | Added |
| Greenleaf Trust | 132,786 | $14.8M | 0.14% | +1,624+1.2% | Added |
| Infusive Asset Management Inc. | 132,585 | $14.8M | 6.31% | −45,730−25.6% | Reduced |
| FRG Family Wealth Advisors LLC | 131,873 | $14.7M | 2.28% | +140.0% | Added |
| Quadrant Capital Group LLC | 131,725 | $14.7M | 0.44% | +794+0.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 130,927 | $14.6M | 1.00% | +6,113+4.9% | Added |
| Walker Asset Management, LLC | 130,630 | $14.6M | 7.82% | −742−0.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 129,901 | $14.5M | 0.40% | −15,267−10.5% | Reduced |
| Wedbush Securities Inc | 129,397 | $14.4M | 0.42% | +12,740+10.9% | Added |
| Nomura Holdings Inc | 129,383 | $14.4M | 0.04% | −55,198−29.9% | Reduced |
| Toth Financial Advisory Corp | 129,219 | $14.4M | 1.57% | +476+0.4% | Added |
| NBT Bank N A | 115,835 | $14.4M | 0.93% | −2,140−1.8% | Reduced |
| GAMMA Investing LLC | 128,739 | $14.3M | 0.72% | +9,814+8.3% | Added |
| Invictus Private Wealth, LLC | 128,317 | $14.3M | 0.87% | −1,859−1.4% | Reduced |
| Vega Investment Solutions | 127,531 | $14.2M | 2.26% | +127,531 | New |
| JGP Wealth Management, LLC | 127,560 | $14.2M | 1.48% | +1,521+1.2% | Added |
| Crawford Investment Counsel Inc | 127,497 | $14.2M | 0.24% | +3,245+2.6% | Added |
| Ancora Advisors, LLC | 127,273 | $14.2M | 0.29% | +4,981+4.1% | Added |
| McGuire Investment Group, LLC | 127,236 | $14.2M | 1.51% | −17,784−12.3% | Reduced |
| Summit Trail Advisors, LLC | 126,509 | $14.1M | 0.24% | −5,458−4.1% | Reduced |
| LGT Group Foundation | 125,564 | $14.1M | 0.15% | +10,287+8.9% | Added |
| Monarch Capital Management Inc | 125,935 | $14.0M | 3.45% | −4,589−3.5% | Reduced |
| Alphinity Investment Management Pty Ltd | 125,346 | $14.0M | 0.14% | +80,291+178.2% | Added |
| IMC-Chicago, LLC | 125,323 | $14.0M | 0.25% | +125,323 | New |
| Perfromance Wealth Partners, LLC | 124,451 | $13.9M | 0.38% | +14,585+13.3% | Added |
| Clear Street Markets LLC | 124,255 | $13.8M | 2.47% | +117,066+1,628.4% | Added |
| Valicenti Advisory Services Inc | 124,156 | $13.8M | 2.89% | −1,072−0.9% | Reduced |
| Providence Capital Advisors, LLC | 124,054 | $13.8M | 2.33% | +669+0.5% | Added |
| Lyell Wealth Management, LP | 123,925 | $13.8M | 1.00% | +3,515+2.9% | Added |
| Mutual Advisors, LLC | 123,388 | $13.7M | 0.29% | −269−0.2% | Reduced |
| Ascent Wealth Partners, LLC | 123,372 | $13.7M | 1.58% | −1,901−1.5% | Reduced |
| Buck Wealth Strategies, LLC | 122,833 | $13.7M | 1.74% | +4,477+3.8% | Added |
| Congress Asset Management Co | 122,689 | $13.7M | 0.10% | +107,460+705.6% | Added |
| Hayek Kallen Investment Management | 122,521 | $13.7M | 4.31% | −2,081−1.7% | Reduced |
| Everence Capital Management Inc | 121,850 | $13.6M | 0.80% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 121,766 | $13.6M | 3.03% | −43,900−26.5% | Reduced |
| WS Management LLLP | 120,977 | $13.5M | 1.80% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 120,035 | $13.4M | 3.10% | +120,035 | New |
| Nwi Management LP | 120,000 | $13.4M | 0.82% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 119,966 | $13.4M | 0.96% | −3,125−2.5% | Reduced |
| Hantz Financial Services, Inc. | 119,672 | $13.3M | 0.20% | −1,368−1.1% | Reduced |
| Retirement Planning Group | 119,670 | $13.3M | 0.44% | +6,902+6.1% | Added |
| Securian Asset Management, Inc | 119,238 | $13.3M | 0.50% | −92,736−43.7% | Reduced |
| Community Financial Services Group, LLC | 119,234 | $13.3M | 2.44% | −3,193−2.6% | Reduced |
| Forty-three Eighteen Advisors, LLC | 119,210 | $13.3M | 10.32% | +119,210 | New |
| Roundview Capital LLC | 119,003 | $13.3M | 0.82% | −4,233−3.4% | Reduced |
| Jacobi Capital Management LLC | 118,554 | $13.2M | 0.77% | −1,806−1.5% | Reduced |
| MUFG Securities Americas Inc. | 118,135 | $13.2M | 0.82% | −226−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 117,946 | $13.1M | 0.75% | +109,701+1,330.5% | Added |
| Robinhood Asset Management, LLC | 117,646 | $13.1M | 1.04% | +117,646 | New |
| Laurel Wealth Advisors LLC | 117,620 | $13.1M | 1.73% | −157−0.1% | Reduced |
| Tritonpoint Wealth, LLC | 117,157 | $13.1M | 1.33% | −23,497−16.7% | Reduced |
| Investment House LLC | 117,047 | $13.0M | 0.62% | +440.0% | Added |
| Gilliland Jeter Wealth Management LLC | 116,001 | $12.9M | 3.91% | −2,375−2.0% | Reduced |
| Compagnie Lombard Odier SCmA | 115,766 | $12.9M | 0.14% | +18,398+18.9% | Added |
| Carret Asset Management, LLC | 115,316 | $12.8M | 1.22% | −1,847−1.6% | Reduced |
| Consolidated Planning Corp | 115,315 | $12.8M | 1.30% | −4,142−3.5% | Reduced |
| RFG Advisory, LLC | 115,264 | $12.8M | 0.24% | +17,048+17.4% | Added |
| E. Ohman J:or Asset Management AB | 115,000 | $12.8M | 0.30% | +115,000 | New |
| Meeder Asset Management Inc | 114,842 | $12.8M | 0.69% | +83,722+269.0% | Added |
| Meeder Advisory Services, Inc. | 114,749 | $12.8M | 0.55% | +9,058+8.6% | Added |
| Capital International Inc | 114,597 | $12.8M | 0.10% | +84,747+283.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 114,497 | $12.8M | 0.82% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 114,267 | $12.7M | 2.11% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 113,952 | $12.7M | 2.99% | −1,755−1.5% | Reduced |
| Canal Capital Management, LLC | 113,604 | $12.7M | 1.80% | +510.0% | Added |
| Legacy Private Trust Co. | 113,330 | $12.6M | 0.74% | −4,702−4.0% | Reduced |
| Castleark Management LLC | 113,270 | $12.6M | 0.37% | −27,990−19.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 112,753 | $12.6M | 0.51% | −2,100−1.8% | Reduced |
| Connors Investor Services Inc | 112,804 | $12.6M | 1.08% | −2,852−2.5% | Reduced |
| Sigma Planning Corp | 112,116 | $12.5M | 0.35% | +2,859+2.6% | Added |
| Boston Research & Management Inc | 112,494 | $12.5M | 2.85% | −16,427−12.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 112,335 | $12.5M | 4.53% | −446−0.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 112,019 | $12.5M | 2.56% | −4,416−3.8% | Reduced |
| Wealthspire Advisors, LLC | 111,884 | $12.5M | 0.10% | −41,946−27.3% | Reduced |
| PFG Investments, LLC | 111,269 | $12.4M | 0.58% | +14,694+15.2% | Added |
| Fiduciary Alliance LLC | 111,231 | $12.4M | 0.81% | +6,810+6.5% | Added |