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
- 3,883
- +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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| North Forty Two & Co. | 2,606 | $228.8K | 0.25% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 2,318 | $229.1K | 0.20% | −17−0.7% | Reduced |
| Arbor Investment Advisors, LLC | 2,610 | $229.1K | 0.03% | +6+0.2% | Added |
| Whipplewood Advisors, LLC | 2,830 | $229.7K | 0.14% | +260+10.1% | Added |
| Meredith Wealth Planning | 2,628 | $230.7K | 0.10% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 2,629 | $230.8K | 0.19% | −126−4.6% | Reduced |
| Integris Wealth Management, LLC | 2,635 | $231.3K | 0.07% | +104+4.1% | Added |
| Morling Financial Advisors, LLC | 2,635 | $231.3K | 0.08% | +2,635 | New |
| Greenup Street Wealth Management LLC | 2,642 | $232.0K | 0.05% | −1,034−28.1% | Reduced |
| Community Bank of Raymore | 2,646 | $232.3K | 0.19% | 00.0% | Unchanged |
| Momentous Wealth Management, Inc. | 2,646 | $232.3K | 0.16% | +217+8.9% | Added |
| Lakeshore Financial Planning, Inc. | 2,647 | $232.4K | 0.10% | −177−6.3% | Reduced |
| Aspire Private Capital, LLC | 2,654 | $233.0K | 0.06% | −4,337−62.0% | Reduced |
| Financial Symmetry Inc | 2,657 | $233.3K | 0.14% | +2,657 | New |
| Vista Cima Wealth Management LLC | 2,658 | $233.3K | 0.25% | −146−5.2% | Reduced |
| Macroview Investment Management LLC | 2,662 | $233.7K | 0.22% | +82+3.2% | Added |
| Garrison Bradford & Associates Inc | 2,664 | $233.9K | 0.26% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,667 | $234.1K | 0.05% | +18+0.7% | Added |
| Sightline Wealth Advisors, LLC | 2,671 | $234.5K | 0.12% | +5+0.2% | Added |
| Madison Asset Management, LLC | 2,676 | $234.9K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,679 | $235.2K | 0.07% | +395+17.3% | Added |
| Thrive Capital Management, LLC | 2,688 | $236.0K | 0.14% | +2,688 | New |
| Pacific Center for Financial Services | 2,691 | $236.2K | 0.06% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 2,691 | $236.2K | 0.23% | +21+0.8% | Added |
| Cahill Financial Advisors Inc | 2,692 | $236.3K | 0.03% | +88+3.4% | Added |
| Gradient Capital Advisors, LLC | 2,692 | $236.3K | 0.08% | +41+1.5% | Added |
| Banque de Luxembourg S.A. | 2,697 | $236.8K | 0.14% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,699 | $237.0K | 0.06% | −215−7.4% | Reduced |
| Reik & Co., LLC | 2,700 | $237.0K | 0.06% | 00.0% | Unchanged |
| Security National Bank | 2,703 | $237.3K | 0.04% | −240−8.2% | Reduced |
| Cahill Wealth Management, LLC | 2,705 | $237.5K | 0.12% | −474−14.9% | Reduced |
| Provident Wealth Management, LLC | 2,709 | $237.8K | 0.08% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 2,715 | $238.0K | 0.11% | +4+0.1% | Added |
| Sterling Manor Financial, LLC | 2,714 | $238.2K | 0.17% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,714 | $238.3K | 0.07% | +207+8.3% | Added |
| Penn Davis McFarland Inc | 2,720 | $238.8K | 0.03% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,723 | $239.1K | 0.09% | −6−0.2% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,460 | $239.2K | 0.11% | +225+10.1% | Added |
| Mendel Money Management | 2,727 | $239.4K | 0.11% | +330+13.8% | Added |
| Ridgeline Wealth Planning, LLC | 2,728 | $239.5K | 0.24% | −67−2.4% | Reduced |
| Chung Wu Investment Group, LLC | 2,734 | $240.0K | 0.29% | −1,756−39.1% | Reduced |
| Miller Wealth Advisors, LLC | 2,736 | $240.2K | 0.13% | 00.0% | Unchanged |
| WealthCollab, LLC | 2,737 | $240.3K | 0.15% | +55+2.1% | Added |
| Brown Financial Advisory | 2,737 | $240.3K | 0.15% | +2,737 | New |
| Aspire Capital Advisors LLC | 2,741 | $240.7K | 0.07% | −139−4.8% | Reduced |
| Camelot Portfolios, LLC | 2,743 | $240.8K | 0.15% | +139+5.3% | Added |
| Prospera Capital Management, LLC | 2,737 | $240.9K | 0.16% | +2,737 | New |
| Flagstone Financial Management | 2,745 | $240.9K | 0.08% | +10+0.4% | Added |
| Talbot Financial, LLC | 2,745 | $241.0K | 0.03% | 00.0% | Unchanged |
| Awm Capital, LLC | 2,741 | $241.2K | 0.03% | +2,741 | New |
| West Oak Capital, LLC | 2,750 | $241.4K | 0.09% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 2,750 | $241.4K | 0.05% | +281+11.4% | Added |
| Poinciana Advisors Group, LLC | 2,750 | $241.5K | 0.25% | −9−0.3% | Reduced |
| Seldon Capital LP | 2,754 | $241.8K | 0.15% | 00.0% | Unchanged |
| Darrow Company, Inc. | 2,754 | $241.8K | 0.13% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,760 | $242.3K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,762 | $242.5K | 0.23% | −275−9.1% | Reduced |
| Graham Capital Wealth Management, LLC | 2,772 | $243.4K | 0.26% | +2,772 | New |
| Halbert Hargrove Global Advisors, LLC | 2,776 | $243.7K | 0.01% | +161+6.2% | Added |
| Wealth Advisors of Iowa, LLC | 2,789 | $244.9K | 0.11% | −874−23.9% | Reduced |
| LeConte Wealth Management, LLC | 2,792 | $245.1K | 0.16% | +2,792 | New |
| Pacific Sun Financial Corp | 2,792 | $245.1K | 0.14% | +2,792 | New |
| Brueske Advisory Services, LLC | 2,801 | $245.9K | 0.23% | −46−1.6% | Reduced |
| New Millennium Group LLC | 2,802 | $246.0K | 0.16% | −28−1.0% | Reduced |
| Post Resch Tallon Group Inc. | 2,780 | $246.2K | 0.25% | −20−0.7% | Reduced |
| Searle & Co. | 2,813 | $246.9K | 0.07% | +2+0.1% | Added |
| Affiance Financial, LLC | 2,817 | $247.3K | 0.06% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,825 | $248.0K | 0.17% | −1,355−32.4% | Reduced |
| Quartz Partners, LLC | 2,826 | $248.1K | 0.15% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 2,834 | $248.8K | 0.10% | −40−1.4% | Reduced |
| Washburn Capital Management, Inc. | 2,837 | $249.1K | 0.16% | +10.0% | Added |
| Professional Advisory Services Inc | 2,850 | $250.0K | 0.04% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 2,850 | $250.2K | 0.10% | +10.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,850 | $250.2K | 0.14% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 2,852 | $250.4K | 0.22% | −807−22.1% | Reduced |
| Rainey & Randall Investment Management Inc. | 2,850 | $250.9K | 0.05% | +2,850 | New |
| Wick Capital Partners, LLC | 2,858 | $250.9K | 0.07% | +125+4.6% | Added |
| ETF Portfolio Partners, Inc. | 2,859 | $251.0K | 0.08% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 2,859 | $251.0K | 0.03% | +2,859 | New |
| Heron Bay Capital Management | 2,862 | $251.3K | 0.05% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 2,865 | $251.5K | 0.01% | +2,865 | New |
| Hanlon Investment Management, Inc. | 2,866 | $251.6K | 0.19% | −3,535−55.2% | Reduced |
| Clifford Group, LLC | 2,870 | $252.0K | 0.24% | +25+0.9% | Added |
| GW&K Investment Management, LLC | 2,876 | $252.0K | 0.00% | +42+1.5% | Added |
| Saybrook Capital | 2,875 | $252.4K | 0.07% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 2,878 | $252.7K | 0.04% | +42+1.5% | Added |
| LWM Advisory Services, LLC | 2,864 | $252.7K | 0.18% | +237+9.0% | Added |
| Dakota Community Bank & Trust NA | 2,879 | $252.7K | 1.22% | 00.0% | Unchanged |
| Custos Family Office, LLC | 2,891 | $253.8K | 0.09% | +617+27.1% | Added |
| Atlas Wealth Partners, LLC | 2,884 | $254.0K | 0.31% | −100−3.4% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 2,894 | $254.1K | 0.14% | +9+0.3% | Added |
| Evergreen Wealth Solutions, LLC | 2,900 | $254.6K | 0.17% | −283−8.9% | Reduced |
| Elevate Wealth Advisory, Inc | 2,892 | $254.6K | 0.18% | +24+0.8% | Added |
| Covestor Ltd | 2,901 | $255.0K | 0.17% | −13−0.4% | Reduced |
| Vista Private Wealth Partners. LLC | 2,911 | $255.6K | 0.09% | +112+4.0% | Added |
| New England Professional Planning Group Inc. | 2,912 | $255.6K | 0.13% | −547−15.8% | Reduced |
| Scott & Selber, Inc. | 2,920 | $256.0K | 0.08% | +105+3.7% | Added |
| Bearing Point Capital, LLC | 2,917 | $256.1K | 0.05% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 2,919 | $256.3K | 0.09% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 2,923 | $256.6K | 0.16% | −980−25.1% | Reduced |