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; 4,427 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
- 1,682 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Planned Solutions, Inc. | 5,422 | $476.0K | 0.20% | +20.0% | Added |
| Hardin Capital Partners, LLC | 5,427 | $476.4K | 0.29% | −92−1.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 5,427 | $476.4K | 0.72% | +5,427 | New |
| Strategic Planning, Inc. | 5,434 | $477.0K | 0.27% | +5,434 | New |
| Aviso Wealth Management | 5,441 | $477.6K | 0.25% | +45+0.8% | Added |
| Spartan Planning & Wealth Management | 5,446 | $478.1K | 0.46% | −3,204−37.0% | Reduced |
| Meriwether Wealth & Planning, LLC | 5,449 | $478.4K | 0.31% | −1,154−17.5% | Reduced |
| Enterprise Bank & Trust Co | 5,455 | $478.9K | 0.18% | −10.0% | Reduced |
| Vantage Point Financial LLC | 5,470 | $480.2K | 0.24% | +283+5.5% | Added |
| Channel Wealth LLC | 5,472 | $480.4K | 0.15% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 5,478 | $481.0K | 0.24% | +264+5.1% | Added |
| McDaniel Terry & Co | 5,492 | $482.0K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 5,493 | $482.2K | 0.14% | −16,737−75.3% | Reduced |
| Ellsworth Advisors, LLC | 5,528 | $485.3K | 0.13% | +16+0.3% | Added |
| Bay Capital Advisors, LLC | 5,539 | $486.2K | 0.41% | +3+0.1% | Added |
| waypoint wealth counsel | 5,559 | $488.1K | 0.31% | −34−0.6% | Reduced |
| Centerpoint Advisory Group | 5,561 | $488.2K | 0.48% | −208−3.6% | Reduced |
| Johnson & White Wealth Management, LLC | 5,574 | $489.0K | 0.27% | −14−0.3% | Reduced |
| Palacios Wealth Management, LLC | 5,582 | $490.0K | 0.45% | −63−1.1% | Reduced |
| Independent Wealth Network Inc. | 5,594 | $491.1K | 0.20% | +26+0.5% | Added |
| Retirement Planning Group, LLC | 5,595 | $491.2K | 0.50% | +341+6.5% | Added |
| Walkner Condon Financial Advisors LLC | 5,604 | $491.8K | 0.10% | +517+10.2% | Added |
| Lockerman Financial Group, Inc. | 5,605 | $492.1K | 0.74% | +370+7.1% | Added |
| Schrum Private Wealth Management LLC | 5,617 | $493.0K | 0.43% | +1,005+21.8% | Added |
| BancFirst Trust & Investment Management | 5,803 | $494.1K | 0.25% | −3,158−35.2% | Reduced |
| Curat Global, LLC | 5,631 | $494.3K | 0.60% | +5,631 | New |
| Paragon Private Wealth Management, LLC | 5,633 | $494.5K | 0.23% | +907+19.2% | Added |
| Symphony Financial Services, Inc. | 5,637 | $494.8K | 0.32% | −19−0.3% | Reduced |
| Bullseye Investment Management, LLC | 5,646 | $495.7K | 0.30% | −181−3.1% | Reduced |
| Legacy Advisory Services, LLC | 5,649 | $495.9K | 0.42% | −1,489−20.9% | Reduced |
| Evolution Wealth Advisors, LLC | 5,655 | $496.4K | 0.08% | −748−11.7% | Reduced |
| Wellspring Financial Advisors, LLC | 5,655 | $496.5K | 0.06% | −603−9.6% | Reduced |
| Stephens Consulting, LLC | 5,658 | $496.7K | 0.12% | +15+0.3% | Added |
| Sage Capital Management, LLC | 5,667 | $497.5K | 0.27% | −633−10.0% | Reduced |
| Summitry LLC | 5,685 | $499.1K | 0.03% | +135+2.4% | Added |
| Warren Street Wealth Advisors, LLC | 5,688 | $499.3K | 0.20% | +280+5.2% | Added |
| Keynote Financial Services LLC | 5,697 | $500.1K | 0.36% | −74−1.3% | Reduced |
| Financial Partners Group, LLC | 5,697 | $500.2K | 0.22% | −2,937−34.0% | Reduced |
| Root Financial Partners, LLC | 5,701 | $500.5K | 0.05% | +1,650+40.7% | Added |
| Montz Harcus Wealth Management LLC | 5,704 | $500.7K | 0.27% | +392+7.4% | Added |
| Mokosak Advisory Group, LLC | 5,702 | $500.7K | 0.15% | +919+19.2% | Added |
| Goldstone Financial Group, LLC | 5,707 | $501.0K | 0.08% | +330+6.1% | Added |
| Founders Capital Management | 5,709 | $501.2K | 0.32% | −84−1.5% | Reduced |
| Palumbo Wealth Management LLC | 5,727 | $502.8K | 0.17% | +1,037+22.1% | Added |
| Commons Capital, LLC | 5,728 | $502.8K | 0.46% | +116+2.1% | Added |
| Access Financial Services, Inc. | 5,728 | $502.9K | 0.20% | +2,803+95.8% | Added |
| Stamos Capital Partners, L.P. | 5,732 | $503.2K | 0.13% | +5,732 | New |
| Drucker Wealth 3.0, LLC | 5,742 | $504.1K | 0.11% | +539+10.4% | Added |
| Sage Rhino Capital LLC | 5,743 | $504.2K | 0.12% | −77−1.3% | Reduced |
| Black Diamond Financial, LLC | 5,744 | $504.3K | 0.08% | +128+2.3% | Added |
| Prosperity Wealth Management, Inc. | 5,746 | $504.4K | 0.24% | +291+5.3% | Added |
| Tealwood Asset Management Inc | 5,754 | $505.0K | 0.23% | −738−11.4% | Reduced |
| Sentinel Trust Co Lba | 5,747 | $505.0K | 0.06% | +50+0.9% | Added |
| ERn Financial, LLC | 5,754 | $505.1K | 0.08% | −560−8.9% | Reduced |
| Leo Wealth, LLC | 5,756 | $505.4K | 0.07% | −16,699−74.4% | Reduced |
| First County Bank | 5,761 | $505.8K | 0.28% | −5,009−46.5% | Reduced |
| Baldwin Brothers Inc | 5,762 | $505.8K | 0.04% | +57+1.0% | Added |
| Everstar Asset Management, LLC | 5,770 | $506.5K | 0.34% | −50−0.9% | Reduced |
| Millstone Evans Group, LLC | 5,772 | $506.7K | 0.34% | −80−1.4% | Reduced |
| Private Capital Management, LLC | 5,772 | $506.7K | 0.06% | +185+3.3% | Added |
| Crown Wealth Group, LLC | 5,776 | $507.0K | 0.26% | +368+6.8% | Added |
| McRae Capital Management Inc | 5,792 | $508.5K | 0.11% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 5,806 | $509.7K | 0.50% | +388+7.2% | Added |
| Darden Wealth Group Inc | 5,810 | $510.1K | 0.40% | +275+5.0% | Added |
| Fox Run Management, L.L.C. | 5,811 | $510.1K | 0.08% | +5,811 | New |
| Reliant Investment Management, LLC | 5,814 | $510.4K | 0.26% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 5,814 | $510.4K | 0.20% | 00.0% | Unchanged |
| Howe & Rusling Inc | 5,836 | $512.3K | 0.04% | −552−8.6% | Reduced |
| Seaside Wealth Management, Inc. | 5,843 | $513.0K | 0.18% | +80+1.4% | Added |
| German American Bancorp, Inc. | 5,851 | $513.7K | 0.06% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 5,853 | $513.8K | 0.01% | +76+1.3% | Added |
| Pettinga Financial Advisors, LLC | 5,854 | $513.9K | 0.12% | +6+0.1% | Added |
| RNC Capital Management LLC | 5,856 | $514.1K | 0.03% | +6+0.1% | Added |
| Peregrine Asset Advisers, Inc. | 5,858 | $514.3K | 0.19% | −240−3.9% | Reduced |
| Exchange Capital Management, Inc. | 5,860 | $514.4K | 0.08% | +31+0.5% | Added |
| Poehling Capital Management, LLC | 5,861 | $514.5K | 0.13% | −100−1.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 5,885 | $516.6K | 0.39% | −165−2.7% | Reduced |
| Lauterbach Financial Advisors, LLC | 5,885 | $516.6K | 0.32% | +106+1.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,870 | $516.7K | 0.22% | −67−1.1% | Reduced |
| Michels Family Financial, LLC | 5,905 | $518.4K | 0.47% | +3+0.1% | Added |
| Retirement Investment Advisors, Inc. | 5,916 | $519.4K | 0.05% | 00.0% | Unchanged |
| Encompass More Asset Management | 5,919 | $519.6K | 0.16% | +116+2.0% | Added |
| Omnia Family Wealth, LLC | 5,910 | $520.0K | 0.22% | +1,319+28.7% | Added |
| FSM Wealth Advisors, LLC | 5,933 | $520.8K | 0.12% | +675+12.8% | Added |
| Uhlmann Price Securities, LLC | 5,944 | $521.8K | 0.38% | +10.0% | Added |
| Koss-Olinger Consulting, LLC | 5,944 | $522.0K | 0.04% | +5,944 | New |
| WSFS Capital Management, LLC | 5,963 | $523.5K | 0.03% | +5,963 | New |
| Bravias Capital Group, LLC | 5,964 | $523.6K | 0.42% | −1,168−16.4% | Reduced |
| Wedgewood Investors Inc | 5,979 | $524.9K | 0.62% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 5,995 | $526.3K | 0.05% | +1,194+24.9% | Added |
| Evergreen Wealth Management, LLC | 6,000 | $526.7K | 0.31% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 6,000 | $526.7K | 0.34% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 6,000 | $526.7K | 0.26% | +6,000 | New |
| Financial Strategies Group, Inc. | 5,607 | $526.9K | 0.12% | +22+0.4% | Added |
| Arcataur Capital Management LLC | 6,006 | $527.3K | 0.18% | −503−7.7% | Reduced |
| Redwood Wealth Management Group, LLC | 6,012 | $527.8K | 0.27% | +10.0% | Added |
| Long Run Wealth Advisors, LLC | 6,014 | $528.0K | 0.12% | −114−1.9% | Reduced |
| Planning Center, Inc. | 6,018 | $528.3K | 0.06% | +108+1.8% | Added |
| Verum Partners LLC | 6,021 | $528.6K | 0.14% | −432−6.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 6,030 | $529.4K | 0.33% | +176+3.0% | Added |