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; 4,428 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 | 4,428 | $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 |
|---|---|---|---|---|---|
| Night Squared LP | 11,988 | $1.05M | 0.62% | +11,988 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 12,000 | $1.05M | 0.57% | −13,000−52.0% | Reduced |
| Puzo Michael J | 12,000 | $1.05M | 0.30% | 00.0% | Unchanged |
| River Street Advisors LLC | 12,008 | $1.05M | 0.52% | +265+2.3% | Added |
| Valley National Advisers Inc | 12,027 | $1.05M | 0.19% | +364+3.1% | Added |
| Cladis Investment Advisory, LLC | 12,044 | $1.06M | 0.77% | −75−0.6% | Reduced |
| Centennial Bank | 12,057 | $1.06M | 0.50% | −1,108−8.4% | Reduced |
| Greenfield Savings Bank | 12,093 | $1.06M | 0.52% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 12,094 | $1.06M | 0.79% | +220+1.9% | Added |
| Arnhold LLC | 12,114 | $1.06M | 0.11% | 00.0% | Unchanged |
| Carr Financial Group Corp | 12,118 | $1.06M | 0.35% | +1,122+10.2% | Added |
| Bay Rivers Group | 12,138 | $1.07M | 0.56% | +12,138 | New |
| Paragon Capital Management Ltd | 12,177 | $1.07M | 0.22% | 00.0% | Unchanged |
| Syverson Strege & Co | 12,202 | $1.07M | 0.34% | +139+1.2% | Added |
| Mainsail Financial Group, LLC | 12,207 | $1.07M | 0.61% | +665+5.8% | Added |
| Integral Investment Advisors, Inc. | 12,212 | $1.07M | 0.34% | +80+0.7% | Added |
| Concentrum Wealth Management | 12,221 | $1.07M | 0.40% | +2,651+27.7% | Added |
| USA Financial Portformulas Corp | 12,221 | $1.07M | 0.18% | −1,621−11.7% | Reduced |
| L.K. Benson & Company, P.C. | 12,225 | $1.07M | 0.74% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.07M | 0.94% | – | – |
| Emprise Bank | 12,251 | $1.08M | 0.58% | −110−0.9% | Reduced |
| Investors Research Corp | 12,255 | $1.08M | 0.23% | +2,930+31.4% | Added |
| American Trust | 12,270 | $1.08M | 0.27% | +1,185+10.7% | Added |
| Pandora Wealth, Inc. | 12,276 | $1.08M | 0.71% | +12,276 | New |
| Graybill Bartz & Assoc Ltd | 12,276 | $1.08M | 0.37% | +12,276 | New |
| Winch Advisory Services, LLC | 12,298 | $1.08M | 0.29% | +555+4.7% | Added |
| Old Point Trust & Financial Services N A | 12,315 | $1.08M | 0.38% | −129−1.0% | Reduced |
| Natural Investments, LLC | 12,341 | $1.08M | 0.31% | +729+6.3% | Added |
| Cahaba Wealth Management, Inc. | 12,338 | $1.08M | 0.09% | +315+2.6% | Added |
| First Financial Corp | 12,345 | $1.08M | 0.52% | −112−0.9% | Reduced |
| Mainstream Capital Management LLC | 12,345 | $1.08M | 0.86% | +1,474+13.6% | Added |
| Up Strategic Wealth Investment Advisors LLC | 12,357 | $1.08M | 0.96% | +849+7.4% | Added |
| Beacon Financial Advisory LLC | 12,368 | $1.09M | 0.33% | −77−0.6% | Reduced |
| Impact Partnership Wealth, LLC | 12,370 | $1.09M | 0.23% | +8,366+208.9% | Added |
| KLCM Advisors, Inc. | 12,382 | $1.09M | 0.13% | +1,687+15.8% | Added |
| Family Management Corp | 12,391 | $1.09M | 0.18% | 00.0% | Unchanged |
| Gleason Group, Inc. | 12,412 | $1.09M | 0.20% | +28+0.2% | Added |
| Newman Dignan & Sheerar, Inc. | 12,426 | $1.09M | 0.30% | +320+2.6% | Added |
| Red Mountain Financial, LLC | 12,466 | $1.09M | 1.33% | −12−0.1% | Reduced |
| North Star Asset Management Inc | 12,501 | $1.10M | 0.05% | +1,856+17.4% | Added |
| Soltis Investment Advisors LLC | 12,528 | $1.10M | 0.10% | −1,254−9.1% | Reduced |
| RW Investment Management LLC | 12,546 | $1.10M | 0.14% | +167+1.3% | Added |
| Marathon Trading Investment Management LLC | 12,548 | $1.10M | 0.58% | +12,548 | New |
| R Squared Ltd | 12,550 | $1.10M | 1.18% | +9,824+360.4% | Added |
| Washington Trust Bank | 12,565 | $1.10M | 0.11% | +1,642+15.0% | Added |
| Edgemoor Investment Advisors, Inc. | 12,593 | $1.11M | 0.10% | +25+0.2% | Added |
| Fort Sheridan Advisors LLC | 12,597 | $1.11M | 0.17% | +239+1.9% | Added |
| Castlekeep Investment Advisors LLC | 12,601 | $1.11M | 0.57% | −2,075−14.1% | Reduced |
| Tounjian Advisory Partners, LLC | 12,610 | $1.11M | 0.21% | +12,610 | New |
| TSFG, LLC | 12,608 | $1.11M | 0.23% | +1,123+9.8% | Added |
| Pecaut & Co. | 12,613 | $1.11M | 0.38% | −314−2.4% | Reduced |
| Violich Capital Management, Inc. | 12,625 | $1.11M | 0.15% | 00.0% | Unchanged |
| Hardy Reed LLC | 12,629 | $1.11M | 0.10% | −28−0.2% | Reduced |
| Clear Creek Financial Management, LLC | 12,653 | $1.11M | 0.12% | +178+1.4% | Added |
| Holcombe Financial, Inc. | 12,675 | $1.11M | 0.92% | +1,148+10.0% | Added |
| Crux Wealth Advisors | 12,677 | $1.11M | 0.58% | −4,612−26.7% | Reduced |
| Tectonic Advisors LLC | 12,683 | $1.11M | 0.07% | −18−0.1% | Reduced |
| Hudock, Inc. | 12,772 | $1.12M | 0.20% | +88+0.7% | Added |
| O'Rourke & Company, Inc | 12,810 | $1.12M | 0.56% | +50.0% | Added |
| Hartford Funds Management Co LLC | 12,810 | $1.12M | 0.10% | +12,810 | New |
| CCG Wealth Management, LLC | 12,815 | $1.13M | 0.67% | −72−0.6% | Reduced |
| Balyasny Asset Management LLC | 12,834 | $1.13M | 0.00% | −2,526,443−99.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 12,850 | $1.13M | 0.07% | −1,053−7.6% | Reduced |
| Financial Engines Advisors L.L.C. | 12,865 | $1.13M | 0.00% | −2,393−15.7% | Reduced |
| Main Street Research LLC | 12,843 | $1.13M | 0.07% | −2,203−14.6% | Reduced |
| Sivia Capital Partners, LLC | 12,892 | $1.13M | 0.53% | +637+5.2% | Added |
| InvesTrust | 12,894 | $1.13M | 0.31% | −800−5.8% | Reduced |
| Hendershot Investments Inc. | 12,894 | $1.13M | 0.15% | +191+1.5% | Added |
| 5T Wealth, LLC | 12,895 | $1.13M | 0.64% | −30.0% | Reduced |
| SummitTX Capital, L.P. | 12,904 | $1.13M | 0.05% | +12,904 | New |
| Reynders McVeigh Capital Management, LLC | 12,935 | $1.14M | 0.06% | +181+1.4% | Added |
| United Community Bank | 12,947 | $1.14M | 0.42% | +889+7.4% | Added |
| Greykasell Wealth Strategies, Inc. | 12,955 | $1.14M | 0.61% | +20.0% | Added |
| Resonant Capital Advisors, LLC | 12,943 | $1.14M | 0.08% | +454+3.6% | Added |
| InTrack Investment Management Inc | 12,988 | $1.14M | 1.04% | +378+3.0% | Added |
| Lazari Capital Management, Inc. | 12,989 | $1.14M | 0.47% | +1,553+13.6% | Added |
| BOCHK Asset Management Ltd | 13,000 | $1.14M | 0.64% | +13,000 | New |
| Masso Torrence Wealth Management Inc. | 13,016 | $1.14M | 0.61% | +2,087+19.1% | Added |
| Asset Management Group, Inc. | 13,023 | $1.14M | 0.21% | +30+0.2% | Added |
| Algert Global LLC | 13,025 | $1.14M | 0.03% | −67,651−83.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,070 | $1.15M | 0.75% | −150−1.1% | Reduced |
| Waterway Wealth Management, LLC | 13,079 | $1.15M | 0.48% | +95+0.7% | Added |
| Lord & Richards Wealth Management, LLC | 13,082 | $1.15M | 1.30% | +5,159+65.1% | Added |
| Net Worth Advisory Group | 13,087 | $1.15M | 0.36% | +36+0.3% | Added |
| 626 Financial, LLC | 13,116 | $1.15M | 0.59% | −71−0.5% | Reduced |
| Harbour Trust & Investment Management Co | 13,138 | $1.15M | 0.14% | +639+5.1% | Added |
| S.A. Mason LLC | 13,181 | $1.16M | 0.61% | +339+2.6% | Added |
| Paladin Wealth, LLC | 13,196 | $1.16M | 1.04% | +973+8.0% | Added |
| JSF Financial, LLC | 13,199 | $1.16M | 0.31% | −1,246−8.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 12,215 | $1.16M | 0.40% | +12,215 | New |
| Strategic Investment Advisors | 13,219 | $1.16M | 0.12% | +2,501+23.3% | Added |
| Maripau Wealth Management LLC | 13,184 | $1.16M | 0.67% | +1,157+9.6% | Added |
| Semmax Financial Advisors Inc. | 11,975 | $1.16M | 0.31% | +58+0.5% | Added |
| Clarus Group, Inc. | 13,248 | $1.16M | 0.45% | −784−5.6% | Reduced |
| MEMBERS Trust Co | 13,250 | $1.16M | 0.04% | +24+0.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 13,263 | $1.16M | 0.17% | +417+3.2% | Added |
| Fortress Private Ledger, LLC | 13,266 | $1.16M | 0.65% | +1,357+11.4% | Added |
| EPG Wealth Management LLC | 13,278 | $1.17M | 0.32% | +6,528+96.7% | Added |
| Waycross Investment Management Co | 13,291 | $1.17M | 1.32% | +96+0.7% | Added |
| Kidder Stephen W | 13,315 | $1.17M | 0.36% | −325−2.4% | Reduced |