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

According to SEC Form 13F-HR filings in this corpus, WALMART INC ranks #42 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 31 institutions report $358.2M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.

31
institutions hold it
$358.2M
reported 13F value
93%
held by top 5
#42
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, WALMART INC ranks #42 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 931142103 · Q4 2025 $358M reported

VALUE-HEAVY · HOLDERS-MID · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL

  • VALUE-HEAVY #42/775
  • HOLDERS-MID 31 filers
  • CONC-DOM 93% top-5
  • PHOTO-FINISH REGENERON PHARMACEUT…
  • ACTIVITY-HOT 28 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: REGENERON PHARMACEUTICAL

Read with: Ownership concentration guide - WALMART INC's top-five holders account for 93% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · WALMART INC

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

VANGUARD TOTAL STOCK · near$369MFORD MTR DEL · near$368MREGENERON PHARMACEUT… · near$364MWALMART · this stock$358MUBER TECHNOLOGIES · near$345M
Aggregate reported institutional value ($)

WALMART INC vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

31 Top 5% higher than 95% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · 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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among WALMART INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
60.1%
Shared-defined discretion (DFND)
39.9%

Latest Quarter Activity · Q4 2025

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.
Where does WALMART INC sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, WALMART INC ranks #42 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for WALMART INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($358.2M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (31 here).

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.