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 |
|---|---|---|---|---|---|
| Rogco, LP | 8,349 | $733.0K | 0.29% | +23+0.3% | Added |
| TFG Advisers LLC | 8,350 | $733.0K | 0.27% | +79+1.0% | Added |
| May Hill Capital, LLC | 8,358 | $733.8K | 0.28% | −5−0.1% | Reduced |
| Sharp Financial Services, LLC | 8,388 | $736.4K | 0.56% | +506+6.4% | Added |
| Braun-Bostich & Associates Inc. | 8,389 | $736.5K | 0.54% | −320−3.7% | Reduced |
| M1 Capital Management LLC | 8,396 | $737.0K | 0.46% | +634+8.2% | Added |
| Left Brain Wealth Management, LLC | 8,399 | $737.3K | 0.32% | +79+0.9% | Added |
| Prosperity Financial Group, Inc. | 8,403 | $737.7K | 0.37% | −389−4.4% | Reduced |
| Ami Investment Management Inc | 8,412 | $738.5K | 0.24% | −160−1.9% | Reduced |
| Westside Investment Management, Inc. | 8,410 | $738.9K | 0.16% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 8,416 | $738.9K | 0.14% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 8,424 | $739.5K | 0.24% | +8,424 | New |
| Beacon Investment Advisory Services, Inc. | 8,425 | $739.6K | 0.03% | +3,026+56.0% | Added |
| Mechanics Financial Corp | 8,426 | $739.7K | 0.34% | −40−0.5% | Reduced |
| Hillsdale Investment Management Inc. | 8,427 | $739.8K | 0.04% | −8,170−49.2% | Reduced |
| Tyler-Stone Wealth Management | 8,432 | $740.3K | 0.13% | +2,683+46.7% | Added |
| Safeguard Investment Advisory Group, LLC | 8,444 | $741.1K | 0.20% | −838−9.0% | Reduced |
| Jacobsen Capital Management | 8,456 | $742.4K | 0.32% | +65+0.8% | Added |
| Sterling Investment Advisors LLC | 8,463 | $743.0K | 0.42% | −867−9.3% | Reduced |
| Eagle Bay Advisors LLC | 8,464 | $745.1K | 0.63% | −15−0.2% | Reduced |
| Fiera Capital Corp | 8,492 | $745.5K | 0.00% | +30+0.4% | Added |
| Sepio Capital, LP | 8,503 | $746.5K | 0.06% | −6−0.1% | Reduced |
| Ewa, LLC | 8,530 | $748.8K | 0.28% | +211+2.5% | Added |
| Garden State Investment Advisory Services LLC | 8,633 | $750.3K | 0.24% | +878+11.3% | Added |
| Precedent Wealth Partners, LLC | 8,554 | $751.0K | 0.21% | +197+2.4% | Added |
| Advisory Resource Group | 8,574 | $752.7K | 0.15% | −470−5.2% | Reduced |
| Vista Investment Partners II, LLC | 8,576 | $752.9K | 0.42% | +230+2.8% | Added |
| Heartwood Wealth Advisors LLC | 8,608 | $755.7K | 0.09% | −200−2.3% | Reduced |
| Warwick Investment Management, Inc. | 8,608 | $755.7K | 0.16% | +781+10.0% | Added |
| Atlas Legacy Advisors, LLC | 8,609 | $755.8K | 0.19% | +37+0.4% | Added |
| First Business Financial Services, Inc. | 8,610 | $755.9K | 0.07% | +554+6.9% | Added |
| Maxele Advisors, LLC | 8,611 | $756.0K | 0.73% | +311+3.7% | Added |
| Stonebridge Financial Planning Group, LLC | 8,615 | $756.3K | 0.35% | +2,262+35.6% | Added |
| New England Research & Management, Inc. | 8,624 | $757.0K | 0.38% | −400−4.4% | Reduced |
| Kuhn & Co Investment Counsel | 8,634 | $758.0K | 0.64% | 00.0% | Unchanged |
| Maia Wealth LLC | 8,021 | $759.8K | 0.17% | +600+8.1% | Added |
| Clay Northam Wealth Management, LLC | 8,664 | $760.6K | 0.53% | −300−3.3% | Reduced |
| Medallion Wealth Advisors, LLC | 8,583 | $761.0K | 0.35% | +2,601+43.5% | Added |
| Garrison Point Advisors, LLC | 8,669 | $761.1K | 0.37% | +300+3.6% | Added |
| DecisionMap Wealth Management, LLC | 8,697 | $763.5K | 0.58% | −820−8.6% | Reduced |
| BLB&B Advisors, LLC | 8,701 | $763.9K | 0.04% | −2,301−20.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,723 | $765.8K | 0.18% | +348+4.2% | Added |
| First Bank & Trust | 8,734 | $766.8K | 0.15% | −99−1.1% | Reduced |
| Aventura Private Wealth, LLC | 8,765 | $769.4K | 0.40% | +664+8.2% | Added |
| Koa Wealth Management, LLC | 8,780 | $770.8K | 0.62% | −1,711−16.3% | Reduced |
| NDVR, Inc. | 8,783 | $771.1K | 0.79% | −103−1.2% | Reduced |
| Samalin Investment Counsel, LLC | 8,786 | $771.4K | 0.31% | −7−0.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 8,786 | $775.3K | 0.17% | +811+10.2% | Added |
| Culbertson A N & Co Inc | 8,839 | $776.0K | 0.12% | −873−9.0% | Reduced |
| TFC Financial Management | 8,847 | $776.7K | 0.12% | −473−5.1% | Reduced |
| Essential Planning, LLC. | 8,848 | $776.8K | 0.31% | −565,898−98.5% | Reduced |
| Pennington Partners & Co., LLC | 8,842 | $778.3K | 0.45% | −2,133−19.4% | Reduced |
| Thoma Capital Management LLC | 8,871 | $778.8K | 0.54% | +828+10.3% | Added |
| Hills Bank & Trust Co | 8,890 | $780.5K | 0.05% | −125−1.4% | Reduced |
| Challenger Wealth Management | 8,892 | $780.7K | 0.62% | −5−0.1% | Reduced |
| Trinity Financial Advisors LLC | 8,923 | $780.7K | 0.28% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 8,895 | $780.9K | 0.18% | +8,895 | New |
| BXM Wealth LLC | 8,877 | $784.6K | 0.94% | −631−6.6% | Reduced |
| Bath Savings Trust Co | 8,946 | $785.4K | 0.08% | +309+3.6% | Added |
| Columbia Asset Management | 8,960 | $786.6K | 0.16% | +10.0% | Added |
| Austin Asset Management Co Inc | 8,966 | $787.1K | 0.16% | +754+9.2% | Added |
| Heck Capital Advisors, LLC | 8,982 | $788.5K | 0.09% | +2,114+30.8% | Added |
| First United Bank Trust | 8,992 | $789.4K | 0.29% | +25+0.3% | Added |
| Cypress Advisory Group LLC | 9,000 | $790.1K | 0.72% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 9,000 | $790.1K | 0.92% | +4,375+94.6% | Added |
| BluePath Capital Management, LLC | 9,002 | $790.3K | 0.82% | −5,538−38.1% | Reduced |
| Umpqua Bank | 9,018 | $791.7K | 0.27% | −115−1.3% | Reduced |
| LifeSteps Financial, Inc. | 9,021 | $792.0K | 0.64% | +498+5.8% | Added |
| Total Wealth Planning & Management, Inc. | 9,022 | $792.0K | 0.81% | −426−4.5% | Reduced |
| Capital Square, LLC | 9,036 | $793.3K | 0.47% | −285−3.1% | Reduced |
| Builder Investment Group Inc | 9,061 | $795.5K | 0.23% | 00.0% | Unchanged |
| Ironwood Financial, llc | 9,087 | $797.7K | 0.17% | +38+0.4% | Added |
| Vista Wealth Management Group, LLC | 9,094 | $798.4K | 0.05% | +576+6.8% | Added |
| Peterson Wealth Advisors, LLC | 9,549 | $800.5K | 0.15% | −369−3.7% | Reduced |
| Private Wealth Advisors | 9,154 | $803.6K | 0.34% | +286+3.2% | Added |
| Raleigh Capital Management Inc. | 9,160 | $804.2K | 0.36% | −4,695−33.9% | Reduced |
| Arista Wealth Management, LLC | 9,160 | $804.2K | 0.19% | +1,773+24.0% | Added |
| YANKCOM Partnership | 9,167 | $804.8K | 0.44% | +26+0.3% | Added |
| Advisors Management Group Inc | 9,172 | $805.0K | 0.18% | +30+0.3% | Added |
| Bullock Wealth Management Group | 9,066 | $805.4K | 0.45% | −2,362−20.7% | Reduced |
| One Charles Private Wealth Services, LLC | 9,181 | $806.0K | 0.26% | +20.0% | Added |
| Kennondale Capital Management LLC | 9,188 | $806.6K | 0.88% | −9,189−50.0% | Reduced |
| Cobblestone Capital Advisors LLC | 9,194 | $807.1K | 0.04% | −225−2.4% | Reduced |
| Athena Investment Management | 9,196 | $807.3K | 0.49% | −409−4.3% | Reduced |
| LBMC Investment Advisors, LLC | 9,233 | $810.6K | 0.06% | 00.0% | Unchanged |
| Somerville Kurt F | 9,254 | $812.4K | 0.14% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 9,257 | $813.0K | 0.17% | −100−1.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,276 | $814.0K | 0.12% | +5,076+120.9% | Added |
| Oxinas Partners Wealth Management LLC | 9,272 | $814.0K | 0.48% | +201+2.2% | Added |
| McAdam, LLC | 9,273 | $814.1K | 0.05% | −284−3.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,284 | $815.0K | 0.39% | −252−2.6% | Reduced |
| Blalock Williams, LLC | 9,294 | $815.9K | 0.91% | +157+1.7% | Added |
| Altshuler Shaham Ltd | 9,311 | $817.4K | 0.02% | −189−2.0% | Reduced |
| Moment Partners, LLC | 9,329 | $819.0K | 0.16% | −72−0.8% | Reduced |
| Endeavor Private Wealth, Inc. | 9,310 | $819.5K | 0.44% | +8,110+675.8% | Added |
| Birch Financial Group, LLC | 9,338 | $819.8K | 0.73% | +4,019+75.6% | Added |
| Hofer & Associates. Inc | 9,338 | $819.8K | 0.56% | +362+4.0% | Added |
| Charter Oak Capital Management, LLC | 9,343 | $820.2K | 0.08% | +131+1.4% | Added |
| Klingman & Associates, LLC | 9,346 | $820.5K | 0.05% | +187+2.0% | Added |
| Traveka Wealth, LLC | 9,361 | $821.8K | 0.46% | −1,708−15.4% | Reduced |