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 |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | 10,556 | $926.7K | 0.12% | −811−7.1% | Reduced |
| Ransom Advisory, Ltd | 10,562 | $927.2K | 0.46% | −100−0.9% | Reduced |
| Selective Wealth Management, Inc. | 10,005 | $928.4K | 0.40% | −272−2.6% | Reduced |
| Carson Advisory Inc. | 10,593 | $929.9K | 0.63% | +64+0.6% | Added |
| GQG Partners LLC | 10,597 | $930.3K | 0.00% | −11,880,168−99.9% | Reduced |
| Matisse Capital | 10,617 | $932.1K | 0.49% | 00.0% | Unchanged |
| Trust Co | 10,624 | $932.7K | 0.11% | −3,410−24.3% | Reduced |
| Embree Financial Group | 10,668 | $936.6K | 0.16% | +689+6.9% | Added |
| Auxano Advisors, LLC | 10,719 | $941.0K | 0.25% | −522−4.6% | Reduced |
| Impact Capital Partners LLC | 10,737 | $942.6K | 0.34% | −160−1.5% | Reduced |
| Rather & Kittrell, Inc. | 10,740 | $942.9K | 0.20% | +49+0.5% | Added |
| SS&H Financial Advisors, Inc. | 10,737 | $943.0K | 0.35% | −498−4.4% | Reduced |
| Private Client Services, LLC | 10,744 | $943.2K | 0.47% | +2,835+35.8% | Added |
| Patrick M Sweeney & Associates, Inc | 10,748 | $943.6K | 0.70% | −200−1.8% | Reduced |
| MQS Management LLC | 10,772 | $945.7K | 0.54% | +10,772 | New |
| Strategic Advisors LLC | 10,779 | $946.3K | 0.18% | −1,698−13.6% | Reduced |
| Renaissance Group LLC | 10,785 | $946.8K | 0.04% | −2,655−19.8% | Reduced |
| E&G Advisors, LP | 10,791 | $947.3K | 0.27% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 10,798 | $948.0K | 0.36% | −488−4.3% | Reduced |
| Capstone Wealth Management Group LLC | 10,855 | $953.0K | 0.76% | −67−0.6% | Reduced |
| Convergence Financial, LLC | 10,866 | $953.9K | 0.19% | +1,485+15.8% | Added |
| Cassia Capital Partners, LLC | 10,881 | $955.3K | 0.60% | +3,919+56.3% | Added |
| Center for Financial Planning, Inc. | 10,885 | $955.6K | 0.12% | +771+7.6% | Added |
| one8zero8, LLC | 10,888 | $955.9K | 0.23% | −1,100−9.2% | Reduced |
| ABLE Financial Group, LLC | 10,911 | $957.9K | 0.27% | +1,474+15.6% | Added |
| Round Rock Advisors, LLC | 10,936 | $960.0K | 0.18% | +2,631+31.7% | Added |
| QTR Family Wealth, LLC | 10,951 | $961.4K | 0.72% | +10,951 | New |
| Tennessee Valley Asset Management Partners | 10,970 | $963.0K | 0.16% | +3,191+41.0% | Added |
| Ambassador Advisors, LLC | 11,012 | $966.8K | 0.17% | +432+4.1% | Added |
| Silverlake Wealth Management LLC | 11,026 | $968.0K | 0.37% | −30.0% | Reduced |
| Argus Investors' Counsel, Inc. | 11,064 | $971.3K | 0.74% | −3,000−21.3% | Reduced |
| Jupiter Wealth Management LLC | 9,932 | $974.5K | 0.59% | −2,550−20.4% | Reduced |
| LexAurum Advisors, LLC | 11,104 | $974.8K | 0.19% | +275+2.5% | Added |
| Keudell/Morrison Wealth Management | 11,105 | $974.9K | 0.23% | −301−2.6% | Reduced |
| Firethorn Wealth Partners, LLC | 11,105 | $974.9K | 0.47% | +689+6.6% | Added |
| San Luis Wealth Advisors LLC | 11,122 | $976.0K | 0.22% | −3,801−25.5% | Reduced |
| Seamount Financial Group Inc | 11,148 | $978.7K | 0.67% | −20−0.2% | Reduced |
| Avondale Wealth Management | 11,150 | $978.9K | 0.62% | 00.0% | Unchanged |
| Park Capital Management, LLC | 11,166 | $980.3K | 1.15% | −29−0.3% | Reduced |
| Cove Private Wealth, LLC | 11,171 | $980.7K | 0.52% | +3,221+40.5% | Added |
| Lodestar Private Asset Management LLC | 11,217 | $984.7K | 0.12% | +10.0% | Added |
| Birch Hill Investment Advisors LLC | 11,237 | $986.5K | 0.05% | +1,564+16.2% | Added |
| Howard Financial Services, Ltd. | 11,263 | $988.8K | 0.13% | +368+3.4% | Added |
| Kelman-Lazarov, Inc. | 11,267 | $989.1K | 0.18% | +20+0.2% | Added |
| Aigen Investment Management, LP | 11,324 | $994.1K | 0.16% | −4,684−29.3% | Reduced |
| Shufro Rose & Co LLC | 11,347 | $996.1K | 0.08% | −800−6.6% | Reduced |
| Kestra Investment Management, LLC | 11,365 | $997.7K | 0.03% | +1,726+17.9% | Added |
| TrueWealth Advisors, LLC | 11,371 | $998.2K | 0.33% | −380−3.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,377 | $998.8K | 0.58% | +1,076+10.4% | Added |
| Spinnaker Investment Group, LLC | 11,380 | $999.1K | 0.23% | +804+7.6% | Added |
| Second Half Financial Partners, LLC | 11,394 | $1.00M | 0.50% | −7−0.1% | Reduced |
| Planning Directions Inc | 11,394 | $1.00M | 0.43% | +1,995+21.2% | Added |
| Hunter Associates Investment Management LLC | 11,383 | $1.00M | 0.15% | −8−0.1% | Reduced |
| Montgomery Investment Management Inc | 11,413 | $1.00M | 0.40% | 00.0% | Unchanged |
| Capital Counsel LLC | 11,422 | $1.00M | 0.04% | +1,340+13.3% | Added |
| Pacific Sage Partners, LLC | 11,432 | $1.00M | 0.23% | +179+1.6% | Added |
| Tiemann Investment Advisors, LLC | 11,438 | $1.00M | 0.46% | −410−3.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 11,450 | $1.00M | 0.06% | −100−0.9% | Reduced |
| J. Goldman & Co LP | 11,453 | $1.01M | 0.04% | −26,665−70.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,456 | $1.01M | 0.52% | +931+8.8% | Added |
| Boyd Watterson Asset Management LLC | 11,471 | $1.01M | 0.32% | +6,650+137.9% | Added |
| Capital Performance Advisors LLP | 11,474 | $1.01M | 0.22% | +4,629+67.6% | Added |
| Clare Market Investments LLC | 11,541 | $1.01M | 0.27% | −803−6.5% | Reduced |
| MN Wealth Advisors, LLC | 11,549 | $1.01M | 0.60% | +55+0.5% | Added |
| RMB Capital Management, LLC | 11,528 | $1.01M | 0.03% | −2,851−19.8% | Reduced |
| Driehaus Capital Management LLC | 11,566 | $1.02M | 0.01% | −399−3.3% | Reduced |
| Stone Point Wealth LLC | 11,600 | $1.02M | 0.34% | −10−0.1% | Reduced |
| South Plains Financial, Inc. | 11,607 | $1.02M | 0.79% | +117+1.0% | Added |
| Marest Capital, LLC | 11,607 | $1.02M | 0.85% | +26+0.2% | Added |
| Stableford Capital II LLC | 10,932 | $1.02M | 0.43% | −887−7.5% | Reduced |
| Gilman Hill Asset Management, LLC | 11,616 | $1.02M | 0.18% | −375−3.1% | Reduced |
| Moseley Investment Management Inc | 11,617 | $1.02M | 0.40% | −538−4.4% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,623 | $1.02M | 0.56% | −2,741−19.1% | Reduced |
| Pinnacle Holdings, LLC | 11,651 | $1.02M | 0.39% | −390−3.2% | Reduced |
| Modus Advisors, LLC | 11,651 | $1.02M | 0.33% | +155+1.3% | Added |
| Wealth Effects LLC | 11,651 | $1.02M | 0.43% | −1,338−10.3% | Reduced |
| Apeiron RIA LLC | 11,671 | $1.02M | 0.31% | −158−1.3% | Reduced |
| United Asset Strategies, Inc. | 11,680 | $1.03M | 0.10% | −8,836−43.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 11,700 | $1.03M | 0.15% | 00.0% | Unchanged |
| Excalibur Management Corp | 11,708 | $1.03M | 0.40% | −118−1.0% | Reduced |
| Maven Securities LTD | 11,716 | $1.03M | 0.22% | −30,204−72.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,743 | $1.03M | 0.09% | +8,041+217.2% | Added |
| Onefund, LLC | 11,748 | $1.03M | 1.05% | +18+0.2% | Added |
| Hall Laurie J Trustee | 11,753 | $1.03M | 0.37% | −192−1.6% | Reduced |
| Oak Asset Management, LLC | 11,768 | $1.03M | 0.38% | +100+0.9% | Added |
| Strategic Investment Solutions, Inc. | 11,786 | $1.03M | 0.30% | +2,497+26.9% | Added |
| LifePlan Financial, LLC | 11,794 | $1.04M | 0.90% | −155−1.3% | Reduced |
| TKG Advisors, LLC | 11,806 | $1.04M | 0.51% | +11,806 | New |
| New Century Financial Group, LLC | 11,811 | $1.04M | 1.20% | −2,043−14.7% | Reduced |
| DF Dent & Co Inc | 11,813 | $1.04M | 0.01% | −100−0.8% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 11,829 | $1.04M | 0.59% | −1,206−9.3% | Reduced |
| WNY Asset Management, LLC | 11,848 | $1.04M | 0.12% | +611+5.4% | Added |
| BSW Wealth Partners | 11,863 | $1.04M | 0.16% | −12−0.1% | Reduced |
| Riverbend Wealth Management, LLC | 11,876 | $1.04M | 0.93% | −174−1.4% | Reduced |
| Wealth Management Nebraska | 11,877 | $1.04M | 0.16% | +1,152+10.7% | Added |
| Cardiff Park Advisors, LLC | 11,885 | $1.04M | 0.10% | −85−0.7% | Reduced |
| Howard Capital Management Group, LLC | 11,906 | $1.05M | 0.08% | −175−1.4% | Reduced |
| UMA Financial Services, Inc. | 11,971 | $1.05M | 0.18% | +628+5.5% | Added |
| Cromwell Holdings LLC | 11,947 | $1.05M | 0.68% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 11,980 | $1.05M | 0.04% | −6,563−35.4% | Reduced |