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 |
|---|---|---|---|---|---|
| TFR Capital, LLC. | 7,498 | $658.2K | 0.27% | +3,755+100.3% | Added |
| Vision Capital Management, Inc. | 7,498 | $658.3K | 0.09% | +4,500+150.1% | Added |
| Kelly Lawrence W & Associates Inc | 7,500 | $658.4K | 0.16% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 7,500 | $658.4K | 0.36% | 00.0% | Unchanged |
| BCS Wealth Management | 7,507 | $659.0K | 0.17% | −1,522−16.9% | Reduced |
| S&CO Inc | 7,512 | $659.0K | 0.04% | +12+0.2% | Added |
| Galvin, Gaustad & Stein, LLC | 7,523 | $660.4K | 0.06% | −878−10.5% | Reduced |
| CWC Advisors, LLC. | 7,530 | $661.1K | 0.38% | −233−3.0% | Reduced |
| Addison Advisors LLC | 7,542 | $662.1K | 0.18% | −476−5.9% | Reduced |
| Greenberg Financial Group | 5,331 | $662.5K | 0.28% | +5,331 | New |
| BOS Asset Management, LLC | 7,554 | $663.2K | 0.23% | 00.0% | Unchanged |
| Vicus Capital | 7,569 | $664.5K | 0.06% | −274−3.5% | Reduced |
| Creative Financial Designs Inc | 7,582 | $665.6K | 0.05% | +725+10.6% | Added |
| Nadler Financial Group, Inc. | 7,588 | $666.1K | 0.07% | +293+4.0% | Added |
| Ashton Thomas Securities, LLC | 7,579 | $667.6K | 0.19% | −5,373−41.5% | Reduced |
| Sovereign Financial Group, Inc. | 7,605 | $667.6K | 0.15% | −274−3.5% | Reduced |
| CapWealth Advisors, LLC | 7,621 | $669.1K | 0.07% | −126−1.6% | Reduced |
| One Day In July LLC | 7,622 | $669.1K | 0.07% | +708+10.2% | Added |
| Jacksonville Wealth Management, LLC | 7,626 | $669.5K | 0.66% | +6+0.1% | Added |
| McLean Asset Management Corp | 8,186 | $669.6K | 0.22% | −553−6.3% | Reduced |
| Atlas Private Wealth Advisors | 7,634 | $670.1K | 0.09% | +744+10.8% | Added |
| Okabena Investment Services Inc | 7,647 | $671.3K | 0.17% | −30−0.4% | Reduced |
| Hamilton Capital, LLC | 7,653 | $671.9K | 0.04% | +472+6.6% | Added |
| Wedge Capital Management L L P | 7,678 | $674.1K | 0.01% | +177+2.4% | Added |
| First City Capital Management, Inc. | 7,695 | $675.5K | 0.41% | +48+0.6% | Added |
| Balboa Wealth Partners | 7,696 | $675.7K | 0.16% | −1,360−15.0% | Reduced |
| West Coast Financial LLC | 7,698 | $675.8K | 0.08% | +30.0% | Added |
| Vermillion Wealth Management, Inc. | 7,701 | $676.1K | 0.20% | −994−11.4% | Reduced |
| Broderick Brian C | 7,740 | $679.5K | 0.14% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 7,743 | $679.8K | 0.65% | +255+3.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 7,749 | $680.3K | 0.12% | +12+0.2% | Added |
| Safeguard Financial, LLC | 7,752 | $680.5K | 0.15% | −67−0.9% | Reduced |
| Bremer Bank National Association | 7,756 | $680.9K | 0.12% | −105−1.3% | Reduced |
| ASB Consultores, LLC | 7,760 | $681.3K | 0.44% | −5,110−39.7% | Reduced |
| Invera Wealth Advisors, LLC | 7,776 | $682.7K | 0.44% | +7,776 | New |
| Novus Advisors, LLC | 7,787 | $683.6K | 0.69% | −75−1.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 7,794 | $684.3K | 0.12% | +105+1.4% | Added |
| bLong Financial, LLC | 7,797 | $684.5K | 0.61% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 7,799 | $684.7K | 0.12% | +106+1.4% | Added |
| Aureus Asset Management, LLC | 7,800 | $684.8K | 0.05% | −2,050−20.8% | Reduced |
| Gibson Capital, LLC | 7,805 | $685.2K | 0.14% | +1,686+27.6% | Added |
| Compass Ion Advisors, LLC | 7,810 | $685.6K | 0.08% | −126−1.6% | Reduced |
| Evanson Asset Management, LLC | 7,843 | $688.6K | 0.05% | −1,350−14.7% | Reduced |
| Crewe Advisors LLC | 7,865 | $690.5K | 0.10% | +7+0.1% | Added |
| Two Sigma Securities, LLC | 7,870 | $690.9K | 0.11% | +5,317+208.3% | Added |
| Glass Jacobson Investment Advisors llc | 7,649 | $691.1K | 0.23% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 7,872 | $691.1K | 0.53% | −61−0.8% | Reduced |
| Sage Private Wealth Group, LLC | 7,878 | $691.7K | 0.52% | −422−5.1% | Reduced |
| Victory Financial Group, LLC | 7,942 | $692.6K | 0.13% | +1,498+23.2% | Added |
| Oak Hill Wealth Advisors, LLC | 7,892 | $692.8K | 0.16% | −74−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 7,902 | $693.8K | 0.11% | +411+5.5% | Added |
| Bordeaux Wealth Advisors LLC | 7,907 | $694.2K | 0.13% | −353−4.3% | Reduced |
| Olistico Wealth, LLC | 7,913 | $694.7K | 0.43% | +6+0.1% | Added |
| PCG Asset Management, LLC | 7,918 | $695.1K | 0.65% | −400−4.8% | Reduced |
| 1620 Investment Advisors, Inc. | 7,918 | $695.2K | 0.53% | +348+4.6% | Added |
| Van Cleef Asset Management,Inc | 7,922 | $695.5K | 0.08% | +122+1.6% | Added |
| Perissos Private Wealth Management, LLC | 7,930 | $696.2K | 0.63% | −201−2.5% | Reduced |
| Watchman Group, Inc. | 7,937 | $696.8K | 0.20% | −721−8.3% | Reduced |
| Balentine LLC | 7,967 | $699.4K | 0.03% | −645−7.5% | Reduced |
| Walker Financial Services, Inc. | 7,977 | $700.3K | 0.37% | +17+0.2% | Added |
| Leibman Financial Services, Inc. | 7,978 | $700.4K | 0.54% | −1,987−19.9% | Reduced |
| Sunflower Bank, N.A. | 7,978 | $700.4K | 0.20% | +72+0.9% | Added |
| Davidson Trust Co | 7,996 | $702.0K | 0.33% | +3,059+62.0% | Added |
| New Covenant Trust Company, N.A. | 8,274 | $704.5K | 0.74% | −440−5.0% | Reduced |
| Fortress Wealth Group, LLC | 7,360 | $706.9K | 0.35% | +1,282+21.1% | Added |
| Truvestments Capital LLC | 8,061 | $707.7K | 0.15% | +115+1.4% | Added |
| Hubbell Strickland Wealth Management, LLC | 8,074 | $708.8K | 0.34% | −54−0.7% | Reduced |
| Tudor Financial Inc. | 8,075 | $708.9K | 0.43% | +30.0% | Added |
| Ruggaard & Associates LLC | 8,076 | $709.0K | 0.31% | −50−0.6% | Reduced |
| Smart Money Group LLC | 8,078 | $709.2K | 0.24% | −1,195−12.9% | Reduced |
| New England Capital Financial Advisors LLC | 8,083 | $709.6K | 0.36% | +16+0.2% | Added |
| Three Bridge Wealth Advisors, LLC | 8,082 | $711.4K | 0.25% | −1,680−17.2% | Reduced |
| Hudson Bay Capital Management LP | 8,104 | $711.5K | 0.00% | −297,881−97.4% | Reduced |
| Bristlecone Advisors, LLC | 8,110 | $712.0K | 0.06% | +367+4.7% | Added |
| Facet Wealth, Inc. | 7,199 | $715.1K | 0.02% | −17−0.2% | Reduced |
| International Private Wealth Advisors LLC | 8,148 | $715.3K | 0.69% | −980−10.7% | Reduced |
| New Republic Capital, LLC | 8,142 | $716.8K | 0.31% | +14+0.2% | Added |
| First National Bank | 8,175 | $717.7K | 0.47% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 8,187 | $718.7K | 0.36% | +187+2.3% | Added |
| Seed Wealth Management, Inc. | 8,190 | $719.0K | 0.59% | 00.0% | Unchanged |
| Marex Group plc | 8,199 | $719.8K | 0.01% | +5,143+168.3% | Added |
| Provenance Wealth Advisors, LLC | 8,200 | $719.9K | 0.10% | −2,704−24.8% | Reduced |
| Sabal Trust CO | 8,206 | $720.4K | 0.04% | −1,539−15.8% | Reduced |
| Flynn Zito Capital Management, LLC | 8,208 | $720.6K | 0.33% | +927+12.7% | Added |
| Future Fund LLC | 8,216 | $721.3K | 0.93% | +8,216 | New |
| Onyx Bridge Wealth Group LLC | 8,224 | $722.0K | 0.10% | −232−2.7% | Reduced |
| Baron Wealth Management LLC | 8,246 | $723.9K | 0.32% | −146−1.7% | Reduced |
| Oxford Financial Group Ltd | 8,246 | $723.9K | 0.05% | −5,319−39.2% | Reduced |
| State of Wyoming | 8,249 | $724.2K | 0.10% | −4,550−35.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,254 | $724.6K | 0.05% | +78+1.0% | Added |
| Acorns Advisers, LLC | 8,256 | $725.0K | 0.01% | +787+10.5% | Added |
| Commonwealth Retirement Investments LLC | 8,269 | $726.0K | 0.30% | +102+1.2% | Added |
| Vivid Wealth Management, LLC | 8,273 | $726.3K | 0.36% | −988−10.7% | Reduced |
| PAX Financial Group, LLC | 8,279 | $726.8K | 0.13% | +110+1.3% | Added |
| Guyasuta Investment Advisors Inc | 8,295 | $728.2K | 0.05% | −152−1.8% | Reduced |
| Willner & Heller, LLC | 8,300 | $728.7K | 0.67% | −441−5.0% | Reduced |
| Charter Research & Investment Group, Inc. | 8,322 | $730.6K | 0.56% | −70−0.8% | Reduced |
| Fusion Capital, LLC | 8,328 | $731.1K | 0.28% | −110−1.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 8,338 | $732.0K | 0.76% | −65−0.8% | Reduced |
| Dogwood Wealth Management LLC | 8,316 | $732.2K | 0.38% | +465+5.9% | Added |