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 7 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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 2,268 | $199.1K | 0.07% | −33−1.4% | Reduced |
| Scott Capital Advisors, LLC | 2,279 | $200.0K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,281 | $200.1K | 0.08% | −70−3.0% | Reduced |
| Shilanski & Associates, Inc. | 2,286 | $200.7K | 0.06% | −1,118−32.8% | Reduced |
| Everest Management Corp. | 2,287 | $200.8K | 0.18% | +2,287 | New |
| Parisi Gray Wealth Management | 2,288 | $200.9K | 0.07% | +2,288 | New |
| Eldridge Investment Advisors, Inc. | 2,316 | $203.3K | 0.05% | −195−7.8% | Reduced |
| ACT Advisors, LLC. | 2,316 | $203.4K | 0.11% | −70−2.9% | Reduced |
| Brio Consultants, LLC | 2,317 | $203.4K | 0.03% | −15−0.6% | Reduced |
| Dempze Nancy E | 2,317 | $203.4K | 0.12% | 00.0% | Unchanged |
| Alesco Advisors LLC | 2,321 | $203.8K | 0.01% | −546−19.0% | Reduced |
| Stockman Wealth Management, Inc. | 2,324 | $204.0K | 0.03% | +54+2.4% | Added |
| FMA Wealth Management, LLC | 2,073 | $204.4K | 0.16% | +2,073 | New |
| Sarver Vrooman Wealth Advisors | 2,332 | $204.7K | 0.14% | +2,332 | New |
| Mengis Capital Management, Inc. | 2,336 | $205.1K | 0.04% | 00.0% | Unchanged |
| Joule Financial, LLC | 2,344 | $205.8K | 0.07% | −10−0.4% | Reduced |
| Dash Acquisitions Inc. | 2,150 | $206.1K | 0.05% | +2,150 | New |
| Alpine Bank Wealth Management | 2,354 | $206.7K | 0.03% | +2,354 | New |
| Base Wealth Management LLC | 2,354 | $206.7K | 0.16% | +2,354 | New |
| Sound Financial Strategies Group, LLC | 2,361 | $207.3K | 0.19% | −446−15.9% | Reduced |
| Burton Enright Welch | 2,364 | $207.5K | 0.04% | +2,364 | New |
| Clientfirst Wealth Management, LLC | 2,365 | $207.6K | 0.24% | +85+3.7% | Added |
| NorthStar Asset Management LLC | 2,365 | $207.6K | 0.13% | +4+0.2% | Added |
| DHJJ Financial Advisors, Ltd. | 2,367 | $207.8K | 0.08% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 2,374 | $208.4K | 0.12% | 00.0% | Unchanged |
| Global Wealth Management, LLC | 2,379 | $208.8K | 0.12% | +2,379 | New |
| Baring Financial LLC | 2,380 | $208.9K | 0.18% | −223−8.6% | Reduced |
| Oceanside Advisors LLC | 2,380 | $208.9K | 0.15% | −30−1.2% | Reduced |
| Marotta Asset Management | 2,591 | $209.2K | 0.04% | +220+9.3% | Added |
| Fairscale Capital, LLC | 2,378 | $209.3K | 0.19% | +256+12.1% | Added |
| Signet Financial Management, LLC | 2,387 | $209.5K | 0.03% | +2,387 | New |
| Leisure Capital Management | 2,387 | $209.6K | 0.09% | +31+1.3% | Added |
| Smallwood Wealth Investment Management, LLC | 2,387 | $209.6K | 0.13% | −203−7.8% | Reduced |
| Elser Financial Planning, Inc | 2,389 | $209.7K | 0.29% | +4+0.2% | Added |
| Grey Fox Wealth Advisors, LLC | 2,386 | $210.0K | 0.06% | +2,386 | New |
| Lorne Steinberg Wealth Management Inc. | 2,394 | $210.2K | 0.06% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 2,400 | $210.7K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 2,401 | $210.8K | 0.06% | +767+46.9% | Added |
| TruNorth Capital Management, LLC | 2,412 | $211.7K | 0.05% | +1,646+214.9% | Added |
| RTD Financial Advisors, Inc. | 2,414 | $211.9K | 0.03% | −12−0.5% | Reduced |
| Aurora Private Wealth, Inc. | 2,413 | $212.0K | 0.17% | −772−24.2% | Reduced |
| Aristotle Capital Management, LLC | 2,415 | $212.0K | 0.00% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 2,421 | $212.5K | 0.10% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 2,428 | $213.2K | 0.04% | −526−17.8% | Reduced |
| Harmony Asset Management LLC | 2,428 | $213.2K | 0.09% | 00.0% | Unchanged |
| Peoples Bank | 2,431 | $213.4K | 0.14% | −90−3.6% | Reduced |
| Millington Financial Advisors, LLC | 2,301 | $213.5K | 0.13% | +2+0.1% | Added |
| Plotkin Financial Advisors, LLC | 2,436 | $213.9K | 0.13% | +28+1.2% | Added |
| Miramar Capital, LLC | 2,442 | $214.4K | 0.05% | 00.0% | Unchanged |
| Traction Financial Partners, LLC | 2,444 | $214.5K | 0.17% | −91−3.6% | Reduced |
| Consultiva Wealth Management, Corp. | 2,444 | $214.6K | 0.74% | −109−4.3% | Reduced |
| Cora Capital Advisors LLC | 2,447 | $214.8K | 0.10% | +92+3.9% | Added |
| Harbour Capital Advisors, LLC | 2,472 | $215.7K | 0.05% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,458 | $215.8K | 0.05% | +2,458 | New |
| Creative Capital Management Investments LLC | 2,460 | $216.0K | 0.08% | 00.0% | Unchanged |
| Lighthouse Wealth Management Inc. | 2,464 | $216.3K | 0.20% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 2,477 | $217.0K | 0.01% | +2,477 | New |
| Ti-Trust, Inc | 2,475 | $217.3K | 0.14% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,483 | $218.0K | 0.03% | +50+2.1% | Added |
| BCU Wealth Advisors, LLC | 2,484 | $218.1K | 0.11% | +4+0.2% | Added |
| Longview Financial Advisors, Inc. | 2,485 | $218.2K | 0.19% | −26−1.0% | Reduced |
| Cranbrook Wealth Management, LLC | 2,488 | $218.4K | 0.05% | +87+3.6% | Added |
| Cosner Financial Group, LLC | 2,488 | $218.4K | 0.13% | +4+0.2% | Added |
| Meixler Investment Management, Ltd. | 2,490 | $218.6K | 0.15% | −772−23.7% | Reduced |
| Cathy Pareto & Associates, Inc | 2,492 | $218.8K | 0.19% | −194−7.2% | Reduced |
| Roof Eidam & Maycock | 2,494 | $218.9K | 0.06% | +10.0% | Added |
| American Investment Services, Inc. | 2,496 | $219.1K | 0.04% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 2,500 | $219.5K | 0.03% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,500 | $219.5K | 0.14% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 2,504 | $219.8K | 0.02% | −14−0.6% | Reduced |
| Briaud Financial Planning, Inc | 2,516 | $220.0K | 0.09% | 00.0% | Unchanged |
| Prudent Investors Network | 2,506 | $220.0K | 0.06% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 2,729 | $220.4K | 0.02% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 2,318 | $220.4K | 0.20% | −32−1.4% | Reduced |
| Bourgeon Capital Management LLC | 2,512 | $220.5K | 0.05% | −821−24.6% | Reduced |
| Retirement Guys Formula LLC | 2,329 | $220.7K | 0.11% | −27,996−92.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 2,514 | $220.7K | 0.06% | −75−2.9% | Reduced |
| Menard Financial Group LLC | 2,240 | $220.8K | 0.14% | +327+17.1% | Added |
| J.Safra Asset Management Corp | 2,517 | $221.0K | 0.02% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,524 | $221.6K | 0.03% | +6+0.2% | Added |
| Litman Gregory Asset Management LLC | 2,527 | $221.8K | 0.02% | 00.0% | Unchanged |
| Barton Investment Management | 2,535 | $222.5K | 0.03% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,542 | $223.2K | 0.14% | −11,360−81.7% | Reduced |
| StoneCrest Wealth Management, Inc. | 2,549 | $223.8K | 0.14% | −162−6.0% | Reduced |
| Hanover Advisors Inc | 2,550 | $223.9K | 0.10% | 00.0% | Unchanged |
| Ade, LLC | 2,557 | $224.5K | 0.13% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,557 | $224.6K | 0.30% | −2−0.1% | Reduced |
| Northstar Advisory Group, LLC | 2,559 | $224.7K | 0.15% | +2+0.1% | Added |
| Riverstone Advisors, LLC | 2,562 | $224.9K | 0.14% | 00.0% | Unchanged |
| GatePass Capital, LLC | 2,562 | $224.9K | 0.17% | +47+1.9% | Added |
| Teramo Advisors, LLC | 2,565 | $225.2K | 0.09% | +2,565 | New |
| Crescent Grove Advisors, LLC | 2,568 | $226.0K | 0.02% | +10.0% | Added |
| Avant Capital LLC | 2,579 | $226.4K | 0.19% | +10.0% | Added |
| Opus Capital Group, LLC | 2,582 | $227.0K | 0.03% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,593 | $227.6K | 0.10% | +10.0% | Added |
| Brand Asset Management Group, Inc. | 2,598 | $228.1K | 0.10% | +133+5.4% | Added |
| FreeGulliver LLC | 2,600 | $228.3K | 0.12% | +76+3.0% | Added |
| Midwest Financial Group LLC | 2,601 | $228.3K | 0.13% | +203+8.5% | Added |
| Oberweis Asset Management Inc | 2,606 | $228.8K | 0.01% | +2+0.1% | Added |
| North Forty Two & Co. | 2,606 | $228.8K | 0.25% | 00.0% | Unchanged |