Stock ownership · SEC 13F · Q4 2025

WALMART INC

A breakdown of WALMART INC's institutional base (CUSIP 931142103): the holders, the concentration among them, and what changed last quarter.

$358.2M
Reported value
31
Institutions
93%
Top-5 share

The verdict

31 institutional filers report $358.2M of WALMART INC on their books as of Q4 2025. WALMART INC is a position that shows up across a wide set of institutional books, and that ownership is held overwhelmingly by a small core of institutions.

31
institutions hold it
$358.2M
reported 13F value
93%
held by top 5
#40
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$358.2M

Institutional 13F value

Institutions

31

Reporting holders

Top-5 concentration

93%

Held by 5 largest

New buyers

28

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%93%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 95.0%

WALMART INC is more widely held than about 95% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of WALMART INC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a WALMART INC position has risen from 19 to 31 over the last 8 quarters of 13F filings.

1020304050 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 31
Distinct 13F filers holding WALMART INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Banque Transatlantique SA 1,277,890 $142.8M 39.9%
2 GROUPAMA ASSET MANAGMENT 1,199,705 $133.7M 37.3%
3 Pacer Advisors, Inc. 342,381 $38.1M 10.6%
4 MidFirst Bank 86,964 $9.7M 2.7%
5 Anchor Investment Management, LLC 73,373 $8.2M 2.3%
6 Alpine Global Management, LLC 34,235 $3.8M 1.1%
7 Diesslin Group, Inc. 33,941 $3.8M 1.1%
8 DGS Capital Management, LLC 27,383 $3.1M 0.9%
9 FLOYD FINANCIAL GROUP LLC 17,133 $2.1M 0.6%
10 TD Capital Management LLC 17,102 $1.9M 0.5%
11 Tempo Wealth, LLC 13,454 $1.5M 0.4%
12 ARWA LLC 12,742 $1.4M 0.4%
13 Stone Wealth Partners 9,200 $1.0M 0.3%
14 KW WEALTH MANAGEMENT LLC 8,282 $923K 0.3%
15 Cross Staff Investments Inc 7,235 $806K 0.2%
16 THRYVE WEALTH MANAGEMENT LLC 7,204 $803K 0.2%
17 BDFS Capital LLC 6,859 $766K 0.2%
18 Barnes Wealth Management Group, Inc 5,002 $557K 0.2%
19 Lynch Investment Planning, LLC 4,811 $537K 0.1%
20 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 4,260 $476K 0.1%
21 Alternative Investment Advisors, LLC. 4,010 $447K 0.1%
22 Compass Financial Services Inc 3,714 $414K 0.1%
23 Astoria Portfolio Advisors LLC. 2,990 $376K 0.1%
24 INSTRUMENTAL WEALTH, LLC 2,810 $350K 0.1%
25 Westshore Wealth, LLC 2,142 $239K 0.1%
26 Avory & Company, LLC 1,962 $219K 0.1%
27 Bell Investment Advisors, Inc 1,287 $143K 0.0%
28 Strategic Investment Solutions, Inc. /IL 466 $52K 0.0%
29 Nolet Wealth Management, LLC 48 $5K 0.0%
30 SG Trading Solutions, LLC 11,339 $1K 0.0%
31 CHELSEA COUNSEL CO 4 $446 0.0%

Latest Quarter Activity · Q4 2025

What the data says about WALMART INC

A handful of institutions account for most of the reported institutional float here.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold WALMART INC?
WALMART INC is held by 31 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of WALMART INC?
Institutions report $358.2M of WALMART INC as of Q4 2025.
How concentrated is ownership of WALMART INC?
The top five institutional holders account for 93% of the reported institutional value in WALMART INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of WALMART INC?
Banque Transatlantique SA is the largest reported holder of WALMART INC with $142.8M across 1,277,890 shares as of Q4 2025.
Where does this WALMART INC data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.