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 |
|---|---|---|---|---|---|
| Field & Main Bank | 111,101 | $12.4M | 3.57% | −7,522−6.3% | Reduced |
| Fundamentun, LLC | 110,933 | $12.4M | 0.50% | +1,894+1.7% | Added |
| Parallax Volatility Advisers, L.P. | 109,821 | $12.2M | 0.38% | +51,439+88.1% | Added |
| SFMG, LLC | 109,619 | $12.2M | 0.82% | −7,500−6.4% | Reduced |
| Savoir Faire Capital Management, L.P. | 109,359 | $12.2M | 5.77% | −10,961−9.1% | Reduced |
| Texas Yale Capital Corp. | 109,177 | $12.2M | 0.37% | +400.0% | Added |
| Centaurus Financial, Inc. | 108,758 | $12.1M | 0.55% | +2,351+2.2% | Added |
| Csenge Advisory Group | 108,733 | $12.1M | 0.55% | +342+0.3% | Added |
| Silvercrest Asset Management Group LLC | 108,244 | $12.1M | 0.08% | +833+0.8% | Added |
| Oddo BHF Asset Management SAS | 107,737 | $12.0M | 0.45% | +20,969+24.2% | Added |
| Banque Cantonale Vaudoise | 107,344 | $12.0M | 0.43% | −675−0.6% | Reduced |
| Boothbay Fund Management, LLC | 106,968 | $11.9M | 0.31% | −212,732−66.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 106,638 | $11.9M | 0.57% | +40,955+62.4% | Added |
| IFG Advisory, LLC | 106,541 | $11.9M | 0.52% | +4,249+4.2% | Added |
| Dakota Wealth Management | 106,321 | $11.8M | 0.21% | +16,125+17.9% | Added |
| Aaron Wealth Advisors | 106,306 | $11.8M | 0.66% | +9,328+9.6% | Added |
| SeaTown Holdings Pte. Ltd. | 106,208 | $11.8M | 6.86% | 00.0% | Unchanged |
| Mirae Asset Securities (USA) Inc. | 105,993 | $11.8M | 0.47% | +50,114+89.7% | Added |
| Associated Banc-Corp | 105,531 | $11.8M | 0.30% | −2,027−1.9% | Reduced |
| Caldwell Trust Co | 105,493 | $11.8M | 1.04% | −4,264−3.9% | Reduced |
| Fort Washington Investment Advisors Inc | 105,469 | $11.8M | 0.06% | +2,362+2.3% | Added |
| Freestone Capital Holdings, LLC | 104,895 | $11.7M | 0.35% | −1,350−1.3% | Reduced |
| Skopos Labs, Inc. | 103,815 | $11.7M | 0.54% | +47,525+84.4% | Added |
| Acropolis Investment Management, LLC | 104,451 | $11.6M | 0.52% | −2,649−2.5% | Reduced |
| Glen Eagle Advisors, LLC | 104,412 | $11.6M | 1.58% | +1,371+1.3% | Added |
| Signal Advisors Wealth, LLC | 104,401 | $11.6M | 0.92% | +94+0.1% | Added |
| Hodges Capital Management Inc. | 104,200 | $11.6M | 1.00% | −6,813−6.1% | Reduced |
| Pavion Blue Capital, LLC | 104,173 | $11.6M | 4.82% | −587−0.6% | Reduced |
| O'Brien Greene & Co. Inc | 104,131 | $11.6M | 3.44% | −1,689−1.6% | Reduced |
| LMCG Investments, LLC | 103,967 | $11.6M | 0.66% | −1,798−1.7% | Reduced |
| Goelzer Investment Management, Inc. | 103,862 | $11.6M | 0.54% | +1,364+1.3% | Added |
| Rockland Trust Co | 103,686 | $11.6M | 0.45% | −4,338−4.0% | Reduced |
| Baker Chad R | 102,675 | $11.5M | 2.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 103,145 | $11.5M | 0.24% | +1,401+1.4% | Added |
| Foundations Investment Advisors, LLC | 102,867 | $11.5M | 0.15% | +6,009+6.2% | Added |
| Quantitative Investment Management, LLC | 102,855 | $11.5M | 1.11% | +20,546+25.0% | Added |
| Spirepoint Private Client, LLC | 102,822 | $11.5M | 1.09% | +10,089+10.9% | Added |
| Navellier & Associates Inc | 102,239 | $11.4M | 1.28% | −2,743−2.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 102,096 | $11.4M | 4.98% | +73,054+251.5% | Added |
| Investment Advisory Services Inc | 101,499 | $11.3M | 3.54% | −1,483−1.4% | Reduced |
| GLOBALT Investments LLC | 101,415 | $11.3M | 0.41% | −2,843−2.7% | Reduced |
| GFS Advisors, LLC | 101,197 | $11.3M | 1.34% | −660−0.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 100,585 | $11.2M | 6.01% | −2,666−2.6% | Reduced |
| Mitchell Capital Management Co | 100,413 | $11.2M | 2.00% | +6,325+6.7% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 100,312 | $11.2M | 0.51% | +100,312 | New |
| Kingdon Capital Management, L.L.C. | 100,000 | $11.1M | 1.70% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 99,887 | $11.1M | 1.40% | +11,678+13.2% | Added |
| Inscription Capital, LLC | 99,861 | $11.1M | 1.14% | +3,096+3.2% | Added |
| Diversified Trust Co | 99,593 | $11.1M | 0.20% | +5,221+5.5% | Added |
| Sound View Wealth Advisors Group, LLC | 99,481 | $11.1M | 0.74% | +300.0% | Added |
| Strategy Asset Managers LLC | 99,444 | $11.1M | 1.82% | +2,661+2.7% | Added |
| Scissortail Wealth Management, LLC | 99,026 | $11.0M | 2.52% | −274−0.3% | Reduced |
| Plato Investment Management Ltd | 97,998 | $11.0M | 0.72% | −2,345−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 98,441 | $11.0M | 0.15% | +20,317+26.0% | Added |
| Advanced Asset Management Advisors Inc | 98,441 | $11.0M | 2.99% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 98,428 | $11.0M | 2.40% | −78−0.1% | Reduced |
| YHB Investment Advisors, Inc. | 98,286 | $11.0M | 0.76% | +5,057+5.4% | Added |
| Massachusetts Financial Services Co | 98,105 | $10.9M | 0.00% | −42,390−30.2% | Reduced |
| Bogart Wealth, LLC | 98,076 | $10.9M | 0.44% | +357+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 97,619 | $10.9M | 0.54% | −1,218−1.2% | Reduced |
| F/M Investments LLC | 97,160 | $10.8M | 0.41% | −2,893−2.9% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 96,933 | $10.8M | 0.61% | −261,019−72.9% | Reduced |
| Highland Capital Management, LLC | 96,850 | $10.8M | 0.54% | +3,180+3.4% | Added |
| Rossmore Private Capital | 96,032 | $10.7M | 0.96% | +28,240+41.7% | Added |
| Ashton Thomas Private Wealth, LLC | 95,919 | $10.7M | 0.26% | +369+0.4% | Added |
| Community Bank, N.A. | 95,928 | $10.7M | 1.26% | −1,002−1.0% | Reduced |
| Tradewinds, LLC. | 95,846 | $10.7M | 2.55% | −11,633−10.8% | Reduced |
| Coston, McIsaac & Partners | 95,380 | $10.6M | 2.47% | −2,246−2.3% | Reduced |
| Opus Investment Management Inc | 95,000 | $10.6M | 6.44% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 94,978 | $10.6M | 0.31% | −499−0.5% | Reduced |
| Sherman Porfolios, LLC | 94,759 | $10.6M | 0.72% | +94,759 | New |
| Financial Advisory Service, Inc. | 94,637 | $10.5M | 0.68% | +5,950+6.7% | Added |
| Entropy Technologies, LP | 94,595 | $10.5M | 0.57% | −31,320−24.9% | Reduced |
| Weik Capital Management | 94,335 | $10.5M | 3.94% | −4,797−4.8% | Reduced |
| SRS Capital Advisors, Inc. | 93,955 | $10.5M | 0.30% | −197,808−67.8% | Reduced |
| Gladstone Institutional Advisory LLC | 93,599 | $10.4M | 0.39% | −13,785−12.8% | Reduced |
| National Asset Management, Inc. | 93,378 | $10.4M | 0.49% | +319+0.3% | Added |
| Flputnam Investment Management Co | 93,146 | $10.4M | 0.15% | +33,901+57.2% | Added |
| Asset Planning Services Inc | 92,875 | $10.3M | 4.57% | −6,760−6.8% | Reduced |
| Freestone Grove Partners LP | 92,711 | $10.3M | 0.07% | −414,615−81.7% | Reduced |
| Tyche Wealth Partners LLC | 92,622 | $10.3M | 1.64% | +5,282+6.0% | Added |
| Thompson Siegel & Walmsley LLC | 92,335 | $10.3M | 0.17% | −186−0.2% | Reduced |
| Caliber Wealth Management, LLC | 92,232 | $10.3M | 1.11% | −1,355−1.4% | Reduced |
| NBC Securities, Inc. | 91,975 | $10.2M | 0.77% | +625+0.7% | Added |
| Patton Albertson Miller Group, LLC | 91,904 | $10.2M | 1.20% | −1,261−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 91,862 | $10.2M | 0.19% | −554−0.6% | Reduced |
| Change Path, LLC | 91,844 | $10.2M | 0.25% | +5,305+6.1% | Added |
| Chickasaw Capital Management LLC | 91,550 | $10.2M | 0.42% | +354+0.4% | Added |
| Raab & Moskowitz Asset Management LLC | 91,150 | $10.2M | 2.22% | −155−0.2% | Reduced |
| Strategic Blueprint, LLC | 91,058 | $10.1M | 0.60% | −8,795−8.8% | Reduced |
| EverSource Wealth Advisors, LLC | 90,883 | $10.1M | 0.37% | +7,707+9.3% | Added |
| Marble Wealth, LLC | 90,353 | $10.1M | 1.40% | +90,353 | New |
| Shellback Capital, LP | 90,000 | $10.0M | 0.96% | +35,000+63.6% | Added |
| Berger Financial Group, Inc | 89,943 | $10.0M | 0.58% | +740+0.8% | Added |
| Hennessy Advisors Inc | 89,900 | $10.0M | 0.35% | −5,900−6.2% | Reduced |
| Atomi Financial Group, Inc. | 89,819 | $10.0M | 0.30% | +22,940+34.3% | Added |
| Schnieders Capital Management, LLC. | 89,681 | $9.99M | 1.56% | +140+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 89,346 | $9.95M | 0.34% | +2,025+2.3% | Added |
| Alerus Financial NA | 89,083 | $9.92M | 0.49% | −723−0.8% | Reduced |
| Longbow Finance SA | 88,905 | $9.90M | 1.68% | −52,285−37.0% | Reduced |