13F-HR: Walmart Discloses Q3 2025 Equity Holdings

Walmart Inc. has filed its Q3 2025 13F report, revealing significant sole investment discretion holdings in Symbotic Inc. and Green Dot Corp.

Summary

• Walmart Inc. filed its Form 13F Holdings Report for the quarter ended September 30, 2025.
• The total market value of reported holdings under sole investment discretion is $821,594,250.
• The report lists two equity holdings, both under sole investment discretion.
• A primary holding is 15,000,000 shares of Symbotic Inc. Class A Common Stock, valued at $808,500,000.
• Another holding includes 975,000 shares of Green Dot Corp. Class A, valued at $13,094,250.

Sentiment

Score: 5

Explanation: Neutral, as a 13F filing is a factual disclosure of past holdings and does not contain forward-looking statements or performance metrics for the reporting entity itself (Walmart Inc.).

Positives

• The filing provides transparency into Walmart Inc.'s institutional equity investment portfolio.
• The substantial investment in Symbotic Inc. (15,000,000 shares valued at $808,500,000) could signal confidence in the automation and supply chain technology sector.

Risks

• The value of the reported equity holdings is subject to market fluctuations, which could impact the overall portfolio value.
• Specific risks associated with Symbotic Inc. and Green Dot Corp. (e.g., operational, competitive, financial) could affect the value of Walmart's investments in these companies.

Future Outlook

This Form 13F filing is a backward-looking disclosure of equity holdings as of September 30, 2025, and does not contain any forward-looking statements or guidance from Walmart Inc. regarding its future financial performance or strategic direction.

Industry Context

Form 13F filings provide a snapshot of institutional investment managers' equity holdings, offering insights into their investment strategies and confidence in specific companies or sectors. Walmart's disclosed holdings reflect its strategic investments, potentially aligning with its broader business interests, such as its investment in Symbotic Inc., which is involved in automation technology relevant to retail and supply chain operations.

Comparison to Industry Standards

• This filing is a standard quarterly disclosure required for institutional investment managers with over $100 million in qualifying assets, adhering to SEC regulations for transparency in equity holdings.

Stakeholder Impact

• Shareholders of Walmart Inc. gain transparency into the company's equity investment portfolio, understanding where a portion of its capital is allocated.
• Shareholders of Symbotic Inc. and Green Dot Corp. may view Walmart's significant investment as a positive signal or endorsement of their respective companies.

Key Dates

Keywords

Walmart, 13F, Holdings, Institutional Investment, Equity, Symbotic, Green Dot, Portfolio, SEC Filing, Q3 2025