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 |
|---|---|---|---|---|---|
| Lodestone Wealth Management LLC | 6,697 | $587.9K | 0.31% | +237+3.7% | Added |
| Indie Asset Partners, LLC | 6,706 | $588.8K | 0.51% | −570−7.8% | Reduced |
| Catalina Capital Group, LLC | 6,707 | $588.8K | 0.39% | −13,151−66.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,727 | $589.0K | 0.26% | +811+13.7% | Added |
| OneAscent Investment Solutions LLC | 6,713 | $589.0K | 0.70% | +6,713 | New |
| Correct Capital Wealth Management | 6,711 | $589.2K | 0.12% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 6,714 | $589.5K | 0.12% | −18−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 6,717 | $589.6K | 0.16% | −157−2.3% | Reduced |
| Flywheel Private Wealth LLC | 6,719 | $589.8K | 0.54% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 6,726 | $590.5K | 0.34% | −521−7.2% | Reduced |
| Van Strum & Towne Inc. | 6,741 | $591.8K | 0.20% | −108−1.6% | Reduced |
| Kaydan Wealth Management, Inc. | 6,751 | $592.7K | 0.19% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 6,752 | $592.8K | 0.35% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 6,777 | $595.0K | 0.41% | −300−4.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 6,778 | $595.1K | 0.07% | −85−1.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 6,814 | $598.2K | 0.31% | +500+7.9% | Added |
| Grant/GrossMendelsohn, LLC | 6,296 | $599.5K | 0.33% | +53+0.8% | Added |
| M3 Advisory Group, LLC | 6,855 | $601.8K | 0.48% | −822−10.7% | Reduced |
| MKT Advisors LLC | 7,186 | $602.4K | 0.28% | −126−1.7% | Reduced |
| Cannon Financial Strategists, Inc. | 6,867 | $602.9K | 0.10% | 00.0% | Unchanged |
| Element Wealth, LLC | 6,867 | $602.9K | 0.32% | −603−8.1% | Reduced |
| Seeds Investor LLC | 6,884 | $604.3K | 0.17% | −1,481−17.7% | Reduced |
| Oakwell Private Wealth Management, LLC | 6,895 | $605.3K | 0.17% | +960+16.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 6,896 | $605.4K | 0.44% | +510+8.0% | Added |
| Brass Tax Wealth Management, Inc | 6,935 | $608.8K | 0.13% | +130+1.9% | Added |
| Ameriflex Group, Inc. | 6,942 | $609.4K | 0.25% | +887+14.6% | Added |
| Alterna Wealth Management, Inc | 6,967 | $611.6K | 0.46% | +1,404+25.2% | Added |
| Vishria Bird Financial Group, LLC | 6,969 | $611.8K | 0.21% | +70+1.0% | Added |
| Hickory Point Bank & Trust | 6,981 | $612.9K | 0.54% | +225+3.3% | Added |
| Betterment LLC | 6,985 | $613.0K | 0.00% | +567+8.8% | Added |
| Altus Wealth Group LLC | 6,991 | $613.8K | 0.29% | −18−0.3% | Reduced |
| Tributary Capital Management, LLC | 7,005 | $615.0K | 0.05% | −1,550−18.1% | Reduced |
| Bernardo Wealth Planning LLC | 7,017 | $616.0K | 0.15% | +98+1.4% | Added |
| Holland Advisory Services, Inc. | 7,029 | $617.1K | 0.94% | +10.0% | Added |
| Kennedy Investment Group | 7,052 | $619.1K | 0.29% | +307+4.6% | Added |
| Swisher Financial Concepts, Inc. | 7,054 | $619.3K | 0.51% | +43+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 7,070 | $620.7K | 0.18% | +33+0.5% | Added |
| Gateway Wealth Partners, LLC | 7,070 | $620.7K | 0.14% | +3,267+85.9% | Added |
| Kraft, Davis & Associates, LLC | 6,544 | $621.7K | 0.20% | −270−4.0% | Reduced |
| Emergent Wealth Advisors, LLC | 7,083 | $621.8K | 0.45% | −966−12.0% | Reduced |
| AdviceOne Advisory Services, LLC | 7,083 | $621.8K | 0.51% | −243−3.3% | Reduced |
| Northwest Financial Advisors | 7,089 | $622.3K | 0.52% | +536+8.2% | Added |
| Partners Wealth Management, LLC | 7,124 | $625.4K | 0.71% | −168−2.3% | Reduced |
| REDW Wealth LLC | 7,127 | $625.7K | 0.23% | −177−2.4% | Reduced |
| Wealthcare Capital Partners, LLC | 7,132 | $626.1K | 0.32% | +575+8.8% | Added |
| Brown Miller Wealth Management, LLC | 7,143 | $627.1K | 0.22% | +826+13.1% | Added |
| United Bank | 7,143 | $627.1K | 0.26% | +60+0.8% | Added |
| Financial Advisors Network, Inc. | 7,143 | $627.1K | 0.10% | +87+1.2% | Added |
| Thompson Davis & Co., Inc. | 7,152 | $627.9K | 0.50% | +95+1.3% | Added |
| Manske Wealth Management | 7,170 | $629.4K | 0.24% | −385−5.1% | Reduced |
| Lion Street Advisors, LLC | 7,169 | $629.4K | 0.20% | +1,574+28.1% | Added |
| Coign Capital Advisors LLC | 7,171 | $629.6K | 0.48% | −278−3.7% | Reduced |
| Fourth Dimension Wealth, LLC | 7,175 | $629.9K | 0.30% | −4−0.1% | Reduced |
| Cross Staff Investments Inc | 7,185 | $630.8K | 0.48% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 7,186 | $631.0K | 0.10% | −578−7.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 6,528 | $631.4K | 0.43% | −144−2.2% | Reduced |
| Interchange Capital Partners, LLC | 7,223 | $634.1K | 0.18% | +144+2.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 7,250 | $636.5K | 0.24% | −2,022−21.8% | Reduced |
| Terril Brothers, Inc. | 7,256 | $637.0K | 0.30% | +50+0.7% | Added |
| Power Wealth Management LLC | 7,261 | $637.4K | 0.26% | −695−8.7% | Reduced |
| Sweeney & Michel, LLC | 7,795 | $637.5K | 0.28% | +7,795 | New |
| Aviso Financial Inc. | 7,264 | $637.7K | 0.03% | +1,825+33.6% | Added |
| Alliance Wealth Advisors, LLC | 7,266 | $637.9K | 0.17% | −5,057−41.0% | Reduced |
| OneAscent Wealth Management LLC | 7,264 | $638.0K | 0.28% | +273+3.9% | Added |
| Advantage Trust Co | 7,268 | $638.1K | 0.39% | −1,000−12.1% | Reduced |
| Gimbal Financial | 7,272 | $638.4K | 0.58% | +6+0.1% | Added |
| Clayton Financial Group LLC | 7,280 | $639.1K | 0.23% | +30.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 7,288 | $639.8K | 0.61% | +7,288 | New |
| Petrus Trust Company, LTA | 7,291 | $640.1K | 0.06% | +2,746+60.4% | Added |
| 25 LLC | 7,298 | $640.7K | 0.27% | +44+0.6% | Added |
| Blue Bell Private Wealth Management, LLC | 7,312 | $641.9K | 0.12% | +34+0.5% | Added |
| Rollins Financial Advisors, LLC | 7,318 | $642.4K | 0.11% | +222+3.1% | Added |
| Tufton Capital Management | 7,318 | $642.4K | 0.12% | +329+4.7% | Added |
| Scratch Capital LLC | 7,328 | $643.3K | 0.66% | +7,328 | New |
| Forte Capital LLC | 7,331 | $643.5K | 0.08% | −49−0.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 7,338 | $644.2K | 0.15% | +307+4.4% | Added |
| Horan Securities, Inc. | 7,342 | $644.5K | 0.24% | −1,933−20.8% | Reduced |
| Significant Wealth Partners LLC | 7,357 | $645.8K | 0.33% | −370−4.8% | Reduced |
| Phillips Financial Management, LLC | 7,360 | $646.1K | 0.05% | +214+3.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,362 | $646.3K | 0.26% | −242−3.2% | Reduced |
| Grandfield & Dodd, LLC | 7,369 | $646.9K | 0.04% | −110−1.5% | Reduced |
| Persium Advisors, LLC | 7,378 | $647.7K | 0.61% | −134−1.8% | Reduced |
| Castleview Partners, LLC | 7,384 | $648.2K | 0.44% | −282−3.7% | Reduced |
| Gemmer Asset Management LLC | 7,410 | $650.5K | 0.07% | +1,204+19.4% | Added |
| Paulson Wealth Management Inc. | 7,412 | $650.7K | 0.18% | +185+2.6% | Added |
| All Terrain Financial Advisors, LLC | 7,412 | $650.7K | 0.25% | +42+0.6% | Added |
| Dover Advisors, LLC | 7,401 | $651.5K | 0.28% | +2,427+48.8% | Added |
| Capital Markets Trading UK LLP | 7,432 | $652.0K | 0.74% | −3,021−28.9% | Reduced |
| Leelyn Smith, LLC | 7,430 | $652.3K | 0.12% | −75−1.0% | Reduced |
| First Affirmative Financial Network | 7,430 | $652.3K | 0.40% | +186+2.6% | Added |
| Worth Asset Management, LLC | 7,431 | $652.4K | 0.36% | −22−0.3% | Reduced |
| West Bancorporation Inc | 7,440 | $653.2K | 0.44% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 7,440 | $653.2K | 0.12% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 7,440 | $653.2K | 0.03% | −449−5.7% | Reduced |
| Green Harvest Asset Management LLC | 7,445 | $653.6K | 0.02% | +909+13.9% | Added |
| Quest Partners LLC | 7,467 | $655.5K | 0.07% | +3,083+70.3% | Added |
| NCM Capital Management, LLC | 7,473 | $656.0K | 0.30% | +1,481+24.7% | Added |
| Allegheny Financial Group LTD | 7,488 | $657.4K | 0.17% | +2,482+49.6% | Added |
| ABN AMRO Bank N.V. | 7,500 | $657.7K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 7,500 | $658.0K | 0.28% | 00.0% | Unchanged |