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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 6,039 | $530.2K | 0.27% | +912+17.8% | Added |
| Thrive Wealth Management, LLC | 6,059 | $531.9K | 0.10% | −582−8.8% | Reduced |
| Magnolia Capital Management Ltd | 6,060 | $532.0K | 0.46% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 6,062 | $532.2K | 0.21% | +41+0.7% | Added |
| Hummer Financial Advisory Services Inc | 6,065 | $533.9K | 0.43% | +300+5.2% | Added |
| M. Kraus & Co | 6,084 | $534.1K | 0.16% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,085 | $534.2K | 0.10% | +458+8.1% | Added |
| Scarborough Advisors, LLC | 6,095 | $535.1K | 0.08% | +511+9.2% | Added |
| CAP Partners, LLC | 6,101 | $535.6K | 0.39% | −48−0.8% | Reduced |
| Aua Capital Management, LLC | 6,102 | $535.7K | 0.35% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 6,103 | $535.7K | 0.15% | +128+2.1% | Added |
| Moody Aldrich Partners LLC | 6,106 | $536.0K | 0.11% | +6,106 | New |
| Teamwork Financial Advisors, LLC | 6,108 | $536.2K | 0.07% | −767−11.2% | Reduced |
| Grant Private Wealth Management Inc | 6,111 | $536.5K | 0.58% | +749+14.0% | Added |
| Schmidt P J Investment Management Inc | 6,115 | $536.8K | 0.10% | +171+2.9% | Added |
| Roehl & Yi Investment Advisors, LLC | 83,725 | $537.0K | 0.29% | +78,702+1,566.8% | Added |
| Tru Independence Asset Management 2, LLC | 6,085 | $537.1K | 0.40% | +220+3.8% | Added |
| ForthRight Wealth Management, LLC | 6,119 | $537.2K | 0.18% | +228+3.9% | Added |
| Friday Financial | 5,993 | $537.9K | 0.32% | +5,993 | New |
| Capula Management Ltd | 6,138 | $538.9K | 0.00% | +377+6.5% | Added |
| Capital Management Associates, Inc | 6,143 | $539.3K | 0.12% | +2,931+91.3% | Added |
| Contravisory Investment Management, Inc. | 6,143 | $539.3K | 0.11% | −152−2.4% | Reduced |
| Pineridge Advisors LLC | 6,152 | $540.1K | 0.21% | −1,362−18.1% | Reduced |
| Capital Advantage, Inc. | 5,987 | $540.9K | 0.10% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 6,163 | $541.0K | 0.60% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6,164 | $541.2K | 0.23% | +10.0% | Added |
| Apexium Financial, LP | 6,165 | $542.1K | 0.03% | +49+0.8% | Added |
| Inspirion Wealth Advisors, LLC | 6,178 | $542.4K | 0.08% | −651−9.5% | Reduced |
| West Paces Advisors Inc. | 6,187 | $543.2K | 0.12% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 6,195 | $543.9K | 0.18% | −70−1.1% | Reduced |
| Blossom Wealth Management | 6,204 | $544.7K | 1.10% | −995−13.8% | Reduced |
| Sovereign's Capital Management, LLC | 6,211 | $545.3K | 0.32% | +811+15.0% | Added |
| Shoker Investment Counsel, Inc. | 6,213 | $545.4K | 0.18% | +33+0.5% | Added |
| Michael S. Ryan, Inc. | 6,230 | $546.9K | 0.38% | 00.0% | Unchanged |
| Partners in Financial Planning | 6,231 | $547.0K | 0.11% | +123+2.0% | Added |
| Cottonwood Capital Advisors, LLC | 6,233 | $547.2K | 0.40% | −483−7.2% | Reduced |
| Fidelity D & D Bancorp Inc | 6,243 | $548.1K | 0.36% | 00.0% | Unchanged |
| Souders Financial Advisors | 6,254 | $549.0K | 0.08% | +498+8.7% | Added |
| AGH Wealth Advisors, LLC | 6,277 | $551.1K | 0.53% | +140+2.3% | Added |
| Transce3nd, LLC | 6,286 | $551.8K | 0.25% | −5,008−44.3% | Reduced |
| Game Plan Financial Advisors, LLC | 6,289 | $552.1K | 0.27% | −100−1.6% | Reduced |
| Montis Financial, LLC | 6,317 | $554.5K | 0.16% | −142−2.2% | Reduced |
| Drake & Associates, LLC | 6,332 | $555.9K | 0.16% | +859+15.7% | Added |
| Evermay Wealth Management LLC | 6,335 | $557.3K | 0.07% | +30.0% | Added |
| Liberty Wealth Management LLC | 6,352 | $557.7K | 0.11% | −127−2.0% | Reduced |
| Clearview Wealth Advisors LLC | 6,352 | $557.7K | 0.42% | −3,371−34.7% | Reduced |
| True North Advisors, LLC | 6,357 | $558.0K | 0.10% | −5,572−46.7% | Reduced |
| Armstrong Henry H Associates Inc | 6,364 | $558.7K | 0.05% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 6,372 | $559.4K | 0.11% | +675+11.8% | Added |
| ORG Partners LLC | 6,302 | $559.9K | 0.14% | −38,762−86.0% | Reduced |
| Centerpoint Advisors, LLC | 6,378 | $560.0K | 0.21% | −375−5.6% | Reduced |
| Foguth Wealth Management, LLC. | 6,381 | $560.2K | 0.14% | −1,567−19.7% | Reduced |
| Global X Japan Co., Ltd. | 6,389 | $560.9K | 0.06% | +125+2.0% | Added |
| Sirios Capital Management L P | 6,395 | $561.4K | 0.10% | −4,853−43.1% | Reduced |
| Heritage Family Offices, LLP | 6,405 | $562.3K | 0.29% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 6,414 | $563.0K | 0.30% | +1,214+23.3% | Added |
| T. Rowe Price Investment Management, Inc. | 6,432 | $565.0K | 0.00% | +6,432 | New |
| PKS Advisory Services, LLC | 6,434 | $565.7K | 0.15% | −160−2.4% | Reduced |
| Triasima Portfolio Management inc. | 6,445 | $565.8K | 0.11% | +6,445 | New |
| Flaharty Asset Management, LLC | 6,459 | $567.1K | 0.08% | +233+3.7% | Added |
| Maple Capital Management, Inc. | 6,473 | $568.2K | 0.04% | +117+1.8% | Added |
| ICONIQ Capital, LLC | 6,477 | $568.6K | 0.01% | +75+1.2% | Added |
| Strategic Financial Services, Inc, | 6,478 | $568.7K | 0.03% | +24+0.4% | Added |
| KFA Private Wealth Group, LLC | 6,479 | $568.8K | 0.20% | +838+14.9% | Added |
| Cambridge Financial Group, LLC | 6,491 | $569.0K | 0.24% | +1,568+31.9% | Added |
| Great Diamond Partners, LLC | 6,486 | $569.4K | 0.16% | +125+2.0% | Added |
| Financial Insights, Inc. | 6,487 | $569.5K | 0.23% | +739+12.9% | Added |
| Opal Wealth Advisors, LLC | 6,488 | $569.6K | 0.18% | −1,367−17.4% | Reduced |
| Parvin Asset Management, LLC | 6,491 | $569.8K | 0.64% | 00.0% | Unchanged |
| Live Oak Investment Partners | 6,501 | $570.7K | 0.45% | – | – |
| Widmann Financial Services, Inc. | 6,507 | $571.3K | 0.44% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 6,508 | $571.3K | 0.21% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 6,513 | $571.7K | 0.62% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 6,496 | $571.8K | 0.12% | −1,350−17.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 6,513 | $572.0K | 0.26% | −240−3.6% | Reduced |
| TPG Advisors LLC | 6,530 | $573.3K | 0.45% | +10.0% | Added |
| Pinnacle Family Advisors, LLC | 6,571 | $576.9K | 0.31% | −197−2.9% | Reduced |
| Inspire Advisors, LLC | 6,571 | $576.9K | 0.07% | −118−1.8% | Reduced |
| CVFG LLC | 6,577 | $577.4K | 0.53% | −66−1.0% | Reduced |
| Invenio Wealth Partners LLC | 6,582 | $577.8K | 0.24% | +1,194+22.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,585 | $578.1K | 0.50% | +197+3.1% | Added |
| Cable Hill Partners, LLC | 5,948 | $578.4K | 0.06% | −207−3.4% | Reduced |
| Outlook Wealth Advisors, LLC | 6,590 | $578.5K | 0.16% | −8,468−56.2% | Reduced |
| Accel Wealth Management | 6,595 | $579.0K | 0.21% | +740+12.6% | Added |
| PDT Partners, LLC | 6,600 | $579.4K | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 6,602 | $579.6K | 0.05% | −241−3.5% | Reduced |
| Hobart Private Capital, LLC | 6,611 | $580.4K | 0.15% | −315−4.5% | Reduced |
| Northern Oak Wealth Management Inc | 6,626 | $581.7K | 0.08% | +68+1.0% | Added |
| Northside Capital Management, LLC | 6,629 | $582.0K | 0.09% | +71+1.1% | Added |
| Mill Creek Capital Advisors, LLC | 6,632 | $582.2K | 0.01% | +53+0.8% | Added |
| David J Yvars Group | 6,633 | $582.3K | 0.46% | +5+0.1% | Added |
| Ballast Advisors LLC | 6,637 | $582.6K | 0.19% | −109−1.6% | Reduced |
| Cyrus J. Lawrence, LLC | 6,642 | $583.0K | 2.21% | −117,827−94.7% | Reduced |
| Copley Financial Group, Inc. | 6,643 | $583.2K | 0.45% | −305−4.4% | Reduced |
| WD Rutherford LLC | 6,212 | $583.7K | 0.31% | +6,212 | New |
| Avion Wealth | 6,469 | $584.0K | 0.15% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 6,653 | $584.1K | 0.48% | +6,653 | New |
| Mirador Capital Partners LP | 6,661 | $584.8K | 0.10% | +685+11.5% | Added |
| Rothschild Capital Partners, LLC | 6,670 | $585.6K | 0.15% | +1,271+23.5% | Added |
| US Asset Management LLC | 6,670 | $586.0K | 0.56% | 00.0% | Unchanged |