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Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in Walmart Inc. as of Mar 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
3,882
+31 vs. Q4 2024
Shares held
2.82B
+33.2M (+1.2%) vs. Q4 2024
Total value
$247.6B
−$4.33B (−1.7%) vs. Q4 2024
New holders
200
1,608 more added
Sold out
169
1,683 more reduced

69 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 3,882 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,426 institutions
Value heldQ1 2025: $247.6B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,426$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2024.

Institutions holding WMT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Parallax Volatility Advisers, L.P.2$1760.00%−116,598−100.0%Reduced
Kessler Investment Group, LLC6$5270.00%00.0%Unchanged
Evergreen Private Wealth LLC7$6510.00%00.0%Unchanged
Inlight Wealth Management, LLC11$9660.00%+11New
Campbell Capital Management Inc12$1.05K0.00%00.0%Unchanged
Bridge Generations Wealth Management LLC15$1.32K0.00%+15New
HFM Investment Advisors, LLC25$2.19K0.00%+25New
Albion Financial Group33$2.90K0.00%00.0%Unchanged
Studio Investment Management LLC33$2.90K0.00%00.0%Unchanged
Investment Counsel Co of Nevada36$3.16K0.01%00.0%Unchanged
Demars Financial Group, LLC308,161$3.51K0.10%−8,986−2.8%Reduced
ROSS\JOHNSON & Associates LLC41$3.60K0.06%+41New
North Ridge Wealth Advisors, Inc.45$3.95K0.00%00.0%Unchanged
Syntax Research, Inc.50$4.39K0.00%00.0%Unchanged
MorganRosel Wealth Management, LLC63$5.53K0.00%+63New
Moser Wealth Advisors, LLC65$5.71K0.00%+65New
Redwood Park Advisors LLC66$5.79K0.00%00.0%Unchanged
Dixon Mitchell Investment Counsel Inc.75$6.60K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC82$7.20K0.01%00.0%Unchanged
Cornerstone National Bank & Trust Co84$7.37K0.00%−57−40.4%Reduced
Bay Harbor Wealth Management, LLC83$7.50K0.00%−329−79.9%Reduced
Bellevue Asset Management, LLC87$7.64K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC87$7.64K0.00%00.0%Unchanged
PFS Partners, LLC87$7.65K0.00%00.0%Unchanged
Fairway Wealth LLC93$8.16K0.00%+30+47.6%Added
Your Advocates Ltd., LLP100$8.78K0.00%−10−9.1%Reduced
Berbice Capital Management LLC100$8.78K0.01%+100New
Uniplan Investment Counsel, Inc.111$9.81K0.00%+111New
ESL Trust Services, LLC115$10.1K0.00%00.0%Unchanged
PayPay Securities Corp117$10.3K0.59%+4+3.5%Added
Wells Financial Advisors INC118$10.4K0.01%00.0%Unchanged
Parkworth Wealth Management, Inc.119$10.4K0.01%+1+0.8%Added
First Pacific Financial138$12.1K0.00%00.0%Unchanged
Westend Capital Management, LLC140$12.3K0.00%+8+6.1%Added
Fiduciary Advisors, Inc.152$13.3K0.01%−151−49.8%Reduced
Perritt Capital Management Inc154$13.5K0.01%+121+366.7%Added
Roble, Belko & Company, Inc154$14.0K0.00%+57+58.8%Added
Innovative Advisory Group, LLC160$14.1K0.01%00.0%Unchanged
Comprehensive Financial Planning, Inc.180$15.8K0.02%00.0%Unchanged
Stuart Chaussee & Associates, Inc.186$16.3K0.00%00.0%Unchanged
Copia Wealth Management186$16.3K0.02%00.0%Unchanged
Morse Asset Management, Inc195$17.1K0.00%+160+457.1%Added
Anderson Financial Strategies, LLC200$17.6K0.01%+200New
Barrett & Company, Inc.204$17.9K0.01%+75+58.1%Added
Ridgewood Investments LLC208$18.3K0.01%+208New
WealthTrak Capital Management LLC231$20.3K0.02%−351−60.3%Reduced
Lummis Asset Management, LP234$20.5K0.01%00.0%Unchanged
Manitou Investment Management Ltd.255$22.4K0.00%+255New
Keystone Financial Group, Inc.242$23.8K0.02%00.0%Unchanged
eCIO, Inc.25,000$23.9K0.01%+25,000New
PFG Private Wealth Management, LLC286$25.1K0.01%+84+41.6%Added
Keener Financial Planning LLC305$26.0K0.02%−4,741−94.0%Reduced
Horizon Financial Services, LLC299$26.2K0.01%+11+3.8%Added
Pingora Partners LLC300$26.3K0.02%−375−55.6%Reduced
PMV Capital Advisers, LLC300$26.3K0.06%00.0%Unchanged
Operose Advisors LLC319$28.0K0.01%+243+319.7%Added
Tortoise Investment Management, LLC329$28.9K0.00%00.0%Unchanged
Matrix Trust Co333$29.0K0.00%−45−11.9%Reduced
Transamerica Financial Advisors, Inc.331$30.0K0.00%−3−0.9%Reduced
Battery Global Advisors, LLC357$31.4K0.02%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd362$32.0K0.00%+294+432.4%Added
Nordwand Advisors, LLC366$32.1K0.01%00.0%Unchanged
Wolverine Asset Management LLC368$32.3K0.00%+368New
Bear Mountain Capital, Inc.337$32.3K0.01%+167+98.2%Added
POM Investment Strategies, LLC379$33.3K0.04%−1,087−74.1%Reduced
Eq Wealth Advisors, LLC404$35.5K0.03%+404New
Hoese & Co LLP405$35.6K0.03%00.0%Unchanged
Lipe & Dalton410$36.0K0.02%+200+95.2%Added
Northwest Capital Management Inc441$38.7K0.02%00.0%Unchanged
Islay Capital Management, LLC450$39.5K0.03%00.0%Unchanged
Hara Capital LLC456$40.0K0.03%00.0%Unchanged
Chesapeake Asset Management LLC458$40.2K0.04%00.0%Unchanged
Clark Wealth Partners507$44.5K0.03%00.0%Unchanged
Longview Financial Advisors LLC519$45.6K0.03%00.0%Unchanged
Osterweis Capital Management Inc520$45.7K0.00%+70+15.6%Added
ZRC Wealth Management, LLC525$46.1K0.02%00.0%Unchanged
Mascoma Wealth Management LLC545$47.8K0.01%−200−26.8%Reduced
Financial Avengers, Inc.563$49.4K0.03%−20−3.4%Reduced
Evelyn Partners Asset Management Ltd564$49.5K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC585$51.0K0.04%00.0%Unchanged
Nova Wealth Management, Inc.585$51.4K0.04%+282+93.1%Added
FSC Wealth Advisors, LLC600$52.7K0.03%−300−33.3%Reduced
Tacita Capital Inc600$52.7K0.04%00.0%Unchanged
Horizon Bancorp Inc619$54.0K0.03%−8−1.3%Reduced
Kings Path Partners LLC621$54.5K0.03%00.0%Unchanged
NCP Inc.627$55.0K0.07%00.0%Unchanged
Investment Management Corp628$55.1K0.05%+16+2.6%Added
Aspect Partners, LLC632$55.5K0.03%−74−10.5%Reduced
Kiker Wealth Management, LLC643$56.5K0.04%+643New
Signature Resources Capital Management, LLC648$56.9K0.05%00.0%Unchanged
Caas Capital Management LP653$57.3K0.03%+653New
Christopher J. Hasenberg, Inc647$57.5K0.02%00.0%Unchanged
JDM Financial Group LLC657$57.7K0.03%00.0%Unchanged
Reyes Financial Architecture, Inc.661$58.0K0.04%+257+63.6%Added
Finley Financial, LLC609$58.5K0.03%00.0%Unchanged
Tanglewood Legacy Advisors, LLC669$58.7K0.03%00.0%Unchanged
Atlantic Private Wealth, LLC671$58.9K0.04%−79−10.5%Reduced
Retirement Wealth Solutions LLC676$59.4K0.05%00.0%Unchanged
Cedar Wealth Management, LLC678$59.5K0.02%00.0%Unchanged
IAG Wealth Partners, LLC712$62.5K0.01%−100−12.3%Reduced