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; 4,426 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
- 1,683 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 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| S&T Bank | 716 | $62.9K | 0.02% | +39+5.8% | Added |
| Robinswood Financial LLC | 725 | $63.7K | 0.02% | +585+417.9% | Added |
| Thompson Investment Management, Inc. | 745 | $65.4K | 0.01% | +1+0.1% | Added |
| Tidemark, LLC | 754 | $66.2K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 760 | $66.7K | 0.05% | +160+26.7% | Added |
| Kozak & Associates, Inc. | 733 | $69.5K | 0.02% | +114+18.4% | Added |
| Nexus Investment Management ULC | 555 | $70.1K | 0.01% | +555 | New |
| Raffa Wealth Management, LLC | 800 | $70.3K | 0.02% | −18−2.2% | Reduced |
| Legacy Wealth Managment, LLC | 805 | $70.7K | 0.05% | +300+59.4% | Added |
| Salomon & Ludwin, LLC | 834 | $73.2K | 0.01% | −9−1.1% | Reduced |
| Hurley Capital, LLC | 850 | $74.6K | 0.06% | −42−4.7% | Reduced |
| FSA Wealth Management LLC | 850 | $74.7K | 0.03% | −177−17.2% | Reduced |
| Private Wealth Management Group, LLC | 877 | $77.0K | 0.03% | −132−13.1% | Reduced |
| Rialto Wealth Management, LLC | 878 | $77.1K | 0.02% | −76−8.0% | Reduced |
| Princeton Global Asset Management LLC | 911 | $80.0K | 0.02% | −715−44.0% | Reduced |
| Lowe Wealth Advisors, LLC | 915 | $80.3K | 0.03% | −103−10.1% | Reduced |
| LGT Financial Advisors LLC | 926 | $81.3K | 0.25% | +3+0.3% | Added |
| Insight Financial Services | 930 | $81.6K | 0.07% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 933 | $81.9K | 0.03% | +61+7.0% | Added |
| Putney Financial Group LLC | 942 | $82.7K | 0.09% | −87−8.5% | Reduced |
| HighMark Wealth Management LLC | 944 | $82.9K | 0.05% | +737+356.0% | Added |
| Investment Research & Advisory Group, Inc. | 971 | $85.2K | 0.04% | +284+41.3% | Added |
| Union Savings Bank | 973 | $85.4K | 0.04% | 00.0% | Unchanged |
| 10Elms LLP | 990 | $86.9K | 0.09% | 00.0% | Unchanged |
| CKW Financial Group | 1,050 | $93.0K | 0.01% | −5,307−83.5% | Reduced |
| Sit Investment Associates Inc | 1,062 | $93.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,085 | $95.3K | 0.08% | +300+38.2% | Added |
| Accredited Wealth Management, LLC | 1,094 | $96.3K | 0.08% | −50−4.4% | Reduced |
| True Wealth Design, LLC | 1,101 | $96.6K | 0.04% | −230−17.3% | Reduced |
| Perkins Coie Trust Co | 1,112 | $97.6K | 0.02% | −467−29.6% | Reduced |
| Dunhill Financial, LLC | 1,125 | $98.8K | 0.04% | −546−32.7% | Reduced |
| 1 North Wealth Services LLC | 1,143 | $100.3K | 0.05% | +1,143 | New |
| Financial Network Wealth Management LLC | 1,176 | $103.0K | 0.04% | +1,176 | New |
| Conquis Financial LLC | 1,200 | $105.6K | 0.11% | −125−9.4% | Reduced |
| SWAN Capital LLC | 1,224 | $107.5K | 0.05% | −160−11.6% | Reduced |
| Synergy Investment Management, LLC | 1,246 | $109.3K | 0.05% | −118−8.7% | Reduced |
| Valued Wealth Advisors LLC | 1,260 | $110.9K | 0.07% | −49−3.7% | Reduced |
| Financial Life Planners | 1,311 | $115.1K | 0.11% | +4+0.3% | Added |
| Abound Financial, LLC | 1,322 | $116.1K | 0.06% | +1,322 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1,332 | $116.9K | 0.07% | 00.0% | Unchanged |
| DAGCO, Inc. | 1,360 | $119.4K | 0.04% | +1,360 | New |
| Principia Wealth Advisory, LLC | 1,333 | $119.4K | 0.12% | −918−40.8% | Reduced |
| Orion Capital Management LLC | 1,369 | $120.2K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,378 | $120.9K | 0.07% | +3+0.2% | Added |
| Cutler Capital Management, LLC | 1,385 | $121.6K | 0.04% | +1,385 | New |
| Spectrum Wealth Counsel, LLC | 1,386 | $121.7K | 0.01% | −60−4.1% | Reduced |
| Ramirez Asset Management, Inc. | 1,400 | $122.9K | 0.03% | +900+180.0% | Added |
| Graney & King, LLC | 1,408 | $123.6K | 0.09% | +89+6.7% | Added |
| Quest 10 Wealth Builders, Inc. | 1,418 | $124.5K | 0.13% | −249−14.9% | Reduced |
| Bell Investment Advisors, Inc | 1,421 | $124.8K | 0.02% | +81+6.0% | Added |
| Vega Investment Solutions | 1,293 | $125.7K | 0.02% | +699+117.7% | Added |
| WFA Asset Management Corp | 2,092 | $125.9K | 0.07% | +317+17.9% | Added |
| Strengthening Families & Communities, LLC | 1,873 | $126.8K | 0.08% | −1,709−47.7% | Reduced |
| Red Tortoise LLC | 1,449 | $127.2K | 0.07% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,457 | $127.9K | 0.04% | +2+0.1% | Added |
| Morton Brown Family Wealth, LLC | 1,459 | $128.0K | 0.04% | +481+49.2% | Added |
| Ritter Daniher Financial Advisory LLC | 1,467 | $128.8K | 0.04% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,470 | $129.1K | 0.05% | −256−14.8% | Reduced |
| Cloud Capital Management, LLC | 1,480 | $130.0K | 0.09% | +1,480 | New |
| Nalls Sherbakoff Group, LLC | 1,488 | $130.6K | 0.11% | +1,488 | New |
| PrairieView Partners, LLC | 1,511 | $132.0K | 0.01% | +151+11.1% | Added |
| Iron Horse Wealth Management, LLC | 1,517 | $133.2K | 0.04% | +35+2.4% | Added |
| Holos Integrated Wealth LLC | 1,554 | $136.4K | 0.09% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,590 | $139.5K | 0.04% | −657−29.2% | Reduced |
| Neo Ivy Capital Management | 1,596 | $140.1K | 0.04% | +1,596 | New |
| Cedar Mountain Advisors, LLC | 1,625 | $142.7K | 0.03% | −16−1.0% | Reduced |
| REAP Financial Group, LLC | 1,637 | $143.7K | 0.04% | +228+16.2% | Added |
| Luken Investment Analytics, LLC | 1,638 | $143.8K | 0.07% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,654 | $145.2K | 0.11% | −516−23.8% | Reduced |
| IMG Wealth Management, Inc. | 1,657 | $145.5K | 0.13% | +143+9.4% | Added |
| SJS Investment Consulting Inc. | 1,658 | $145.6K | 0.02% | −2−0.1% | Reduced |
| Vestor Capital, LLC | 1,672 | $147.0K | 0.01% | −92,047−98.2% | Reduced |
| Park Square Financial Group, LLC | 1,692 | $148.5K | 0.12% | −216−11.3% | Reduced |
| Winnow Wealth LLC | 1,704 | $149.6K | 0.14% | +42+2.5% | Added |
| Saudi Central Bank | 1,739 | $152.7K | 0.81% | +1,739 | New |
| Stelac Advisory Services LLC | 1,780 | $156.6K | 0.06% | +196+12.4% | Added |
| Clarity Asset Management, Inc. | 1,843 | $161.8K | 0.10% | −318−14.7% | Reduced |
| Fairman Group, LLC | 1,806 | $163.5K | 0.15% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,878 | $164.9K | 0.01% | +888+89.7% | Added |
| Silicon Valley Capital Partners | 2,000 | $170.3K | 0.02% | +3+0.2% | Added |
| Breakwater Investment Management | 1,946 | $170.8K | 0.07% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,954 | $171.5K | 0.07% | +500+34.4% | Added |
| Capital A Wealth Management, LLC | 1,954 | $171.6K | 0.18% | −89−4.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,987 | $174.4K | 0.05% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,989 | $174.6K | 0.11% | −62−3.0% | Reduced |
| Wealth Preservation Advisors, LLC | 1,989 | $174.6K | 0.12% | +1,989 | New |
| MPWM Advisory Solutions, LLC | 2,014 | $176.8K | 0.13% | +35+1.8% | Added |
| Canton Hathaway, LLC | 2,016 | $177.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,052 | $180.1K | 0.02% | −560−21.4% | Reduced |
| Stone House Investment Management, LLC | 2,091 | $183.6K | 0.04% | +2,091 | New |
| Pension & Wealth Management Advisors, Inc. | 2,098 | $184.3K | 0.07% | −220−9.5% | Reduced |
| Hamilton Capital Partners Inc. | 2,102 | $184.5K | 0.01% | +2,102 | New |
| Cheviot Value Management, LLC | 1,873 | $186.0K | 0.02% | +1,873 | New |
| North Capital, Inc. | 2,129 | $186.9K | 0.18% | +2,129 | New |
| Marshall & Sterling Wealth Advisors Inc. | 2,131 | $187.1K | 0.13% | +495+30.3% | Added |
| Prudent Man Investment Management, Inc. | 2,115 | $191.1K | 0.11% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2,229 | $195.7K | 0.11% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 2,250 | $197.5K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,250 | $197.5K | 0.12% | −834−27.0% | Reduced |
| Frazier Financial Advisors, LLC | 2,265 | $198.8K | 0.15% | 00.0% | Unchanged |