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 |
|---|---|---|---|---|---|
| Curated Wealth Partners LLC | 2,923 | $256.6K | 0.03% | +2,923 | New |
| Fiduciary Financial Group, LLC | 2,834 | $256.8K | 0.06% | +68+2.5% | Added |
| Veridan Wealth LLC | 2,933 | $257.5K | 0.12% | +59+2.1% | Added |
| Phillips Wealth Planners LLC | 2,777 | $257.7K | 0.27% | −173−5.9% | Reduced |
| Asio Capital, LLC | 2,938 | $257.9K | 0.05% | +5+0.2% | Added |
| Centennial Wealth Advisory LLC | 2,943 | $258.4K | 0.09% | +10.0% | Added |
| Pure Portfolios Holdings LLC | 2,945 | $258.6K | 0.10% | −1,392−32.1% | Reduced |
| Petix & Botte Co | 2,946 | $258.6K | 0.07% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,948 | $258.8K | 0.14% | +2,948 | New |
| B.O.S.S. Retirement Advisors, LLC | 2,951 | $259.1K | 0.08% | −205−6.5% | Reduced |
| LifeGoal Wealth Advisors | 2,956 | $259.5K | 0.28% | +10.0% | Added |
| Heritage Investment Group, Inc. | 2,958 | $259.7K | 0.05% | +600+25.4% | Added |
| Berkshire Money Management, Inc. | 2,958 | $259.7K | 0.03% | +2,958 | New |
| WealthCare Investment Partners, LLC | 2,819 | $260.5K | 0.11% | +11+0.4% | Added |
| 1248 Management, LLC | 2,969 | $261.3K | 0.11% | +2,969 | New |
| Verus Financial Partners, Inc. | 2,782 | $261.4K | 0.03% | +547+24.5% | Added |
| Warner Financial, Inc | 2,984 | $262.0K | 0.12% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 2,990 | $262.5K | 0.10% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 2,990 | $262.5K | 0.14% | +28+0.9% | Added |
| First Financial Group Corp | 2,991 | $262.6K | 0.30% | −201−6.3% | Reduced |
| Clark Financial Services Group Inc | 2,992 | $262.7K | 0.18% | +2,992 | New |
| A. D. Beadell Investment Counsel, Inc. | 3,000 | $263.0K | 0.22% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2,997 | $263.1K | 0.03% | +119+4.1% | Added |
| Bramshill Investments, LLC | 3,000 | $263.4K | 0.03% | −2,000−40.0% | Reduced |
| Dodds Wealth, LLC | 3,000 | $263.4K | 0.09% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 3,000 | $263.4K | 0.06% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 3,000 | $263.4K | 0.03% | 00.0% | Unchanged |
| NWK Group, Inc. | 3,000 | $263.4K | 0.12% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 3,000 | $263.4K | 0.06% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 3,000 | $263.4K | 0.19% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 3,000 | $263.4K | 0.23% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 2,993 | $263.4K | 0.14% | +4+0.1% | Added |
| Gordian Capital Singapore Pte Ltd | 3,003 | $263.6K | 0.16% | −13,800−82.1% | Reduced |
| Truepoint, Inc. | 3,004 | $263.7K | 0.01% | 00.0% | Unchanged |
| Journey Beyond Wealth, LLC | 3,006 | $263.9K | 0.25% | −773−20.5% | Reduced |
| Seven Springs Wealth Group, LLC | 3,011 | $264.4K | 0.09% | +35+1.2% | Added |
| Powell Investment Advisors, LLC | 3,006 | $264.6K | 0.13% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 3,015 | $264.7K | 0.13% | −180−5.6% | Reduced |
| Mascagni Wealth Management, Inc. | 3,018 | $265.0K | 0.26% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 3,020 | $265.1K | 0.24% | −260−7.9% | Reduced |
| Notis-McConarty Edward | 3,030 | $266.0K | 0.14% | 00.0% | Unchanged |
| WP Advisors, LLC | 3,033 | $266.3K | 0.09% | +7+0.2% | Added |
| Schubert & Co | 3,039 | $266.8K | 0.18% | +162+5.6% | Added |
| Dahring | Cusmano LLC | 3,049 | $267.6K | 0.23% | +60+2.0% | Added |
| Runnymede Capital Advisors, Inc. | 3,050 | $267.8K | 0.26% | +41+1.4% | Added |
| Sterling Group Wealth Management, LLC | 3,057 | $268.4K | 0.14% | 00.0% | Unchanged |
| Dynamic Financial Group | 3,062 | $268.8K | 0.27% | +10.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,840 | $269.0K | 0.06% | −372−11.6% | Reduced |
| Fortis Advisors, LLC | 3,070 | $269.5K | 0.18% | −1,655−35.0% | Reduced |
| Gallacher Capital Management LLC | 3,074 | $269.9K | 0.13% | −15−0.5% | Reduced |
| FNY Investment Advisers, LLC | 3,077 | $270.0K | 0.16% | +3,077 | New |
| Sage Investment Counsel LLC | 3,078 | $270.2K | 0.34% | −723−19.0% | Reduced |
| CMC Financial Group | 3,078 | $270.2K | 0.61% | +3,078 | New |
| Harbour Investment Management LLC | 3,073 | $270.5K | 0.12% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 3,084 | $270.7K | 0.12% | +84+2.8% | Added |
| BetterWealth, LLC | 3,092 | $271.4K | 0.08% | −23−0.7% | Reduced |
| Hallmark Capital Management Inc | 3,103 | $272.4K | 0.02% | −671−17.8% | Reduced |
| Aspen Grove Capital, LLC | 3,109 | $273.6K | 0.05% | +4+0.1% | Added |
| Altiora Financial Group, LLC | 3,117 | $273.7K | 0.06% | +2+0.1% | Added |
| Independent Family Office, LLC | 3,120 | $273.9K | 0.14% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 3,128 | $274.6K | 0.06% | −199−6.0% | Reduced |
| Vestia Personal Wealth Advisors | 3,132 | $275.0K | 0.22% | −23−0.7% | Reduced |
| Dale Q Rice Investment Management Ltd | 3,135 | $275.2K | 0.14% | +900+40.3% | Added |
| Eagle Wealth Strategies LLC | 3,136 | $275.3K | 0.17% | +11+0.4% | Added |
| Mindset Wealth Management, LLC | 3,145 | $276.1K | 0.11% | +53+1.7% | Added |
| Sterneck Capital Management, LLC | 3,152 | $276.7K | 0.15% | −388−11.0% | Reduced |
| Financial Advisory Corp | 3,152 | $277.0K | 0.09% | +210+7.1% | Added |
| Hoge Financial Services, LLC | 3,156 | $277.0K | 0.19% | +89+2.9% | Added |
| Griffith & Werner, Inc. | 3,158 | $277.2K | 0.17% | +5+0.2% | Added |
| Sound Stewardship, LLC | 3,163 | $277.7K | 0.16% | +108+3.5% | Added |
| Clarus Wealth Advisors | 3,100 | $277.8K | 0.15% | +3,100 | New |
| Bull Street Advisors, LLC | 3,165 | $278.0K | 0.13% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 3,406 | $278.6K | 0.29% | −1,152−25.3% | Reduced |
| Templeton & Phillips Capital Management, LLC | 3,179 | $279.1K | 0.20% | +100+3.2% | Added |
| Sachetta, LLC | 3,186 | $279.8K | 0.11% | −8−0.3% | Reduced |
| 1776 Wealth LLC | 3,189 | $280.0K | 0.13% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 3,192 | $280.3K | 0.10% | +5+0.2% | Added |
| Bonfire Financial | 3,185 | $280.4K | 0.26% | +8+0.3% | Added |
| Werba Rubin Papier Wealth Management | 3,195 | $280.5K | 0.06% | +169+5.6% | Added |
| Gries Financial LLC | 3,198 | $280.8K | 0.05% | −1,040−24.5% | Reduced |
| Schwartz Investment Counsel Inc | 3,200 | $280.9K | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 3,209 | $281.7K | 0.04% | +77+2.5% | Added |
| Strata Wealth Advisors, LLC | 3,211 | $281.9K | 0.09% | −381−10.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 3,211 | $281.9K | 0.23% | −298−8.5% | Reduced |
| Sequent Planning LLC | 3,213 | $282.1K | 0.10% | −144−4.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3,209 | $282.5K | 0.01% | +275+9.4% | Added |
| Family Firm, Inc. | 3,218 | $282.5K | 0.06% | +4+0.1% | Added |
| Pitti Group Wealth Management, LLC | 3,221 | $282.7K | 0.29% | +13+0.4% | Added |
| Essex LLC | 3,221 | $282.8K | 0.06% | −99−3.0% | Reduced |
| Sierra Ocean, LLC | 3,227 | $283.3K | 0.22% | +243+8.1% | Added |
| Vantage Financial Partners, LLC | 3,228 | $283.4K | 0.07% | +3+0.1% | Added |
| Crowley Wealth Management, Inc. | 3,229 | $283.5K | 0.27% | −375−10.4% | Reduced |
| Mma Asset Management LLC | 3,236 | $284.1K | 0.12% | −268−7.6% | Reduced |
| Tumwater Wealth Management, LLC | 3,240 | $284.4K | 0.15% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 3,242 | $284.6K | 0.14% | +88+2.8% | Added |
| Hughes Financial Services, LLC | 3,207 | $284.9K | 0.06% | +74+2.4% | Added |
| Carolinas Wealth Consulting LLC | 3,248 | $285.1K | 0.06% | −1,245−27.7% | Reduced |
| Values Added Financial LLC | 3,258 | $286.0K | 0.16% | +29+0.9% | Added |
| Mason & Associates Inc | 3,261 | $286.3K | 0.07% | −5−0.2% | Reduced |
| First National Corp | 3,265 | $286.6K | 0.06% | −30−0.9% | Reduced |