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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 9,365 | $822.2K | 0.25% | −415−4.2% | Reduced |
| Ninepoint Partners LP | 9,373 | $822.9K | 0.14% | −1,065−10.2% | Reduced |
| James Hambro & Partners | 9,372 | $823.2K | 0.03% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 9,381 | $823.6K | 0.44% | +2,208+30.8% | Added |
| Full Sail Capital, LLC | 9,386 | $824.0K | 0.05% | +684+7.9% | Added |
| LVZ Advisors, Inc. | 9,413 | $826.3K | 0.11% | +585+6.6% | Added |
| MBE Wealth Management, LLC | 9,426 | $827.5K | 0.40% | +2,975+46.1% | Added |
| Minot DeBlois Advisors LLC | 9,430 | $827.9K | 0.82% | −416−4.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 9,423 | $829.4K | 0.41% | −29−0.3% | Reduced |
| Advance Capital Management, Inc. | 9,455 | $830.1K | 0.04% | +65+0.7% | Added |
| Jag Capital Management, LLC | 9,466 | $831.0K | 0.11% | −22−0.2% | Reduced |
| West Chester Capital Advisors, Inc | 9,475 | $831.8K | 0.48% | −447−4.5% | Reduced |
| Alpha Family Trust | 9,480 | $832.2K | 0.49% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 9,481 | $832.3K | 0.41% | +940+11.0% | Added |
| Burkett Financial Services, LLC | 9,486 | $832.7K | 0.34% | +22+0.2% | Added |
| SOA Wealth Advisors, LLC. | 30,201 | $833.6K | 0.17% | +21,007+228.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,502 | $834.2K | 0.16% | −25−0.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 9,542 | $837.7K | 0.03% | −80−0.8% | Reduced |
| Wayfinding Financial, LLC | 9,548 | $840.0K | 0.37% | −2,138−18.3% | Reduced |
| Falcon Wealth Planning | 9,587 | $841.6K | 0.09% | +989+11.5% | Added |
| J. L. Bainbridge & Co., Inc. | 9,594 | $842.2K | 0.09% | −224−2.3% | Reduced |
| Weaver Consulting Group | 9,596 | $842.4K | 0.25% | +8+0.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 9,597 | $842.5K | 0.14% | +1,905+24.8% | Added |
| Coerente Capital Management | 9,600 | $842.8K | 0.16% | −600−5.9% | Reduced |
| Signature Wealth Management Group | 9,609 | $843.6K | 0.33% | −196−2.0% | Reduced |
| Strive Asset Management, LLC | 9,620 | $844.5K | 0.59% | +37+0.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,630 | $845.4K | 0.23% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 9,635 | $845.9K | 0.18% | −248−2.5% | Reduced |
| Eagle Rock Investment Company, LLC | 9,661 | $848.1K | 0.15% | −234−2.4% | Reduced |
| Arkansas Financial Group, Inc. | 9,368 | $848.8K | 0.15% | +1,075+13.0% | Added |
| Wealthquest Corp | 9,693 | $850.9K | 0.07% | −412−4.1% | Reduced |
| Quantum Financial Advisors, LLC | 9,698 | $851.4K | 0.13% | −600−5.8% | Reduced |
| Investors Asset Management of Georgia Inc | 9,708 | $852.3K | 0.43% | −100−1.0% | Reduced |
| Sax Wealth Advisors, LLC | 9,714 | $852.8K | 0.06% | +579+6.3% | Added |
| Revolve Wealth Partners, LLC | 9,727 | $854.0K | 0.12% | +878+9.9% | Added |
| Tandem Investment Partners LLC | 9,730 | $854.2K | 0.84% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 9,747 | $855.7K | 0.07% | −192−1.9% | Reduced |
| AlphaQ Advisors LLC | 9,758 | $856.7K | 2.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 9,760 | $856.9K | 0.13% | −1,058−9.8% | Reduced |
| River Wealth Advisors LLC | 9,792 | $859.7K | 0.12% | +4,700+92.3% | Added |
| Empire Financial Management Company, LLC | 9,797 | $860.1K | 0.27% | −90−0.9% | Reduced |
| Sara-Bay Financial | 10,106 | $860.5K | 0.38% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 9,830 | $863.0K | 0.11% | −1,150−10.5% | Reduced |
| Luts & Greenleigh Group, Inc | 9,831 | $863.1K | 0.86% | +26+0.3% | Added |
| Aveo Capital Partners, LLC | 8,735 | $863.3K | 0.14% | −5,151−37.1% | Reduced |
| Atom Investors LP | 9,859 | $865.5K | 0.11% | +39+0.4% | Added |
| Norris Perne & French LLP | 9,867 | $866.2K | 0.07% | −300−3.0% | Reduced |
| Ames National Corp | 9,892 | $868.4K | 0.58% | −50−0.5% | Reduced |
| Pollock Investment Advisors, LLC | 9,901 | $869.2K | 0.70% | 00.0% | Unchanged |
| Claris Advisors, LLC | 9,908 | $869.8K | 0.32% | +3,443+53.3% | Added |
| SRN Advisors, LLC | 9,910 | $870.0K | 0.98% | −2,722−21.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 9,925 | $871.4K | 1.71% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 9,931 | $871.8K | 0.42% | +4,870+96.2% | Added |
| RBA Wealth Management, LLC | 9,938 | $872.5K | 0.35% | −1,435−12.6% | Reduced |
| Lantz Financial LLC | 9,938 | $872.5K | 0.24% | +93+0.9% | Added |
| Redwood Investment Management, LLC | 9,987 | $877.0K | 0.10% | +1,961+24.4% | Added |
| Granite Harbor Advisors, Inc. | 9,997 | $877.6K | 0.47% | +1,656+19.9% | Added |
| Board of the Pension Protection Fund | 10,000 | $877.9K | 1.00% | −3,400−25.4% | Reduced |
| Alta Capital Management LLC | 10,000 | $877.9K | 0.06% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 10,004 | $878.2K | 0.05% | +619+6.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 10,009 | $878.7K | 0.03% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 10,019 | $879.5K | 0.34% | −2,006−16.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 10,021 | $879.7K | 0.21% | −101,709−91.0% | Reduced |
| Pullen Investment Management, LLC | 10,028 | $880.4K | 0.56% | −19−0.2% | Reduced |
| Legacy Financial Group LLC | 10,042 | $881.6K | 0.14% | +1,183+13.4% | Added |
| Middleton & Co Inc | 10,051 | $882.4K | 0.10% | −160−1.6% | Reduced |
| Roberts Capital Advisors, LLC | 10,075 | $884.5K | 0.78% | +10,075 | New |
| AssuredPartners Investment Advisors, LLC | 10,081 | $885.0K | 0.17% | +54+0.5% | Added |
| Semus Wealth Partners LLC | 10,137 | $890.0K | 0.62% | +350+3.6% | Added |
| Invesco, LLC | 10,148 | $890.9K | 0.37% | −802−7.3% | Reduced |
| Childress Capital Advisors, LLC | 10,151 | $891.2K | 0.26% | +12+0.1% | Added |
| Rainier Family Wealth Inc | 10,165 | $892.4K | 1.05% | +267+2.7% | Added |
| S.E.E.D. Planning Group LLC | 10,183 | $894.0K | 0.30% | −753−6.9% | Reduced |
| Burt Wealth Advisors | 10,197 | $895.2K | 0.22% | +20.0% | Added |
| Mayfair Advisory Group, LLC | 10,198 | $895.2K | 0.52% | +7+0.1% | Added |
| Castle Wealth Management LLC | 10,196 | $897.4K | 0.35% | +99+1.0% | Added |
| Five Oceans Advisors | 10,224 | $897.6K | 0.43% | +22+0.2% | Added |
| SC&H Financial Advisors, Inc. | 10,232 | $898.3K | 0.18% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 10,235 | $898.5K | 0.34% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,240 | $899.0K | 0.01% | −65−0.6% | Reduced |
| Pflug Koory, LLC | 10,244 | $899.3K | 0.50% | −120−1.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 10,255 | $900.3K | 0.35% | +1,707+20.0% | Added |
| Gibbs Wealth Management | 10,258 | $900.5K | 0.22% | −1,127−9.9% | Reduced |
| Pinnacle Bancorp, Inc. | 10,274 | $902.0K | 0.29% | −1,064−9.4% | Reduced |
| Laurion Capital Management LP | 10,300 | $904.2K | 0.07% | −218,900−95.5% | Reduced |
| Well Done, LLC | 10,015 | $904.9K | 0.16% | +317+3.3% | Added |
| Proffitt & Goodson Inc | 10,314 | $905.5K | 0.15% | −5,194−33.5% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 10,347 | $908.4K | 0.84% | +10,347 | New |
| Corundum Group, Inc. | 10,354 | $909.0K | 0.44% | −10,514−50.4% | Reduced |
| Triad Wealth Partners, LLC | 10,356 | $909.1K | 0.28% | +717+7.4% | Added |
| Disciplined Investors, L.L.C. | 10,365 | $910.0K | 0.82% | +2,106+25.5% | Added |
| MFA Wealth Services | 10,370 | $910.4K | 0.75% | −1,268−10.9% | Reduced |
| Heritage Wealth Management, Inc. | 10,385 | $911.7K | 0.78% | −22−0.2% | Reduced |
| USAdvisors Wealth Management, LLC | 10,456 | $917.0K | 0.32% | −568−5.2% | Reduced |
| KKM Financial LLC | 10,461 | $918.4K | 0.39% | +42+0.4% | Added |
| Alhambra Investment Partners LLC | 10,471 | $919.2K | 0.47% | +115+1.1% | Added |
| Baldwin Investment Management, LLC | 10,487 | $920.7K | 0.11% | +2,450+30.5% | Added |
| Cherokee Insurance Co | 10,500 | $921.8K | 0.41% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 10,513 | $922.9K | 0.71% | +64+0.6% | Added |
| Rosenberg Matthew Hamilton | 10,547 | $925.9K | 0.23% | +56+0.5% | Added |