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; 4,427 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 | 4,427 | $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 |
|---|---|---|---|---|---|
| Alpha Financial Partners, LLC | 3,281 | $288.1K | 0.23% | +16+0.5% | Added |
| Sar Wealth Management Group, LLC | 3,294 | $289.2K | 0.19% | +306+10.2% | Added |
| Kapstone Financial Advisors LLC | 3,297 | $289.4K | 0.16% | 00.0% | Unchanged |
| Entrewealth, LLC | 3,297 | $289.4K | 0.22% | +386+13.3% | Added |
| BlueSky Wealth Advisors, LLC | 3,300 | $289.7K | 0.04% | 00.0% | Unchanged |
| BCM Advisors, LLC | 2,943 | $290.6K | 0.07% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 3,315 | $291.0K | 0.20% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 3,319 | $291.4K | 0.06% | +3,319 | New |
| Sharpepoint LLC | 3,041 | $292.1K | 0.26% | −69−2.2% | Reduced |
| Wiser Wealth Management, Inc | 3,331 | $292.4K | 0.08% | +21+0.6% | Added |
| East Coast Asset Management, LLC. | 3,338 | $293.0K | 0.10% | 00.0% | Unchanged |
| Optima Capital LLC | 3,337 | $293.7K | 0.19% | −92−2.7% | Reduced |
| CJM Wealth Advisers, Ltd. | 3,351 | $294.2K | 0.10% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 3,357 | $294.7K | 0.22% | +11+0.3% | Added |
| Tarbox Family Office, Inc. | 3,357 | $294.7K | 0.05% | −22−0.7% | Reduced |
| TL Private Wealth | 3,606 | $294.9K | 0.15% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 3,361 | $295.1K | 0.16% | +10.0% | Added |
| Alley Investment Management Company, LLC | 3,367 | $295.6K | 0.04% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 3,371 | $296.0K | 0.09% | +399+13.4% | Added |
| Morton Community Bank | 3,375 | $296.3K | 0.08% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 3,375 | $296.3K | 1.07% | +3,375 | New |
| Knightsbridge Asset Management, LLC | 3,380 | $296.7K | 0.08% | +470+16.2% | Added |
| CogentBlue Wealth Advisors, LLC | 3,409 | $299.3K | 0.26% | +3,409 | New |
| One + One Wealth Management, LLC | 3,415 | $299.8K | 0.16% | −933−21.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 3,420 | $300.2K | 0.14% | +3,420 | New |
| Parcion Private Wealth LLC | 3,423 | $300.5K | 0.02% | +519+17.9% | Added |
| Legacy Solutions, LLC | 3,423 | $300.5K | 0.33% | −22−0.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,426 | $300.8K | 0.13% | −759−18.1% | Reduced |
| Opes Wealth Management LLC | 3,433 | $301.4K | 0.06% | +390+12.8% | Added |
| Talisman Wealth Advisors LLC | 3,434 | $301.5K | 0.31% | −32−0.9% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,438 | $301.9K | 0.28% | −3,439−50.0% | Reduced |
| Evolution Advisers, Inc. | 3,456 | $302.0K | 0.16% | −15−0.4% | Reduced |
| Mill Capital Management, LLC | 3,441 | $302.1K | 0.02% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,447 | $302.6K | 0.03% | 00.0% | Unchanged |
| Elios Financial Group Inc. | 3,447 | $302.9K | 0.15% | +40+1.2% | Added |
| EWG Elevate Inc. | 3,455 | $303.3K | 0.11% | +107+3.2% | Added |
| Next Level Private LLC | 3,457 | $303.5K | 0.11% | +533+18.2% | Added |
| Marion Wealth Management | 3,467 | $304.3K | 0.08% | 00.0% | Unchanged |
| Financial Advisors, LLC | 3,470 | $304.7K | 0.06% | −453−11.5% | Reduced |
| Acorn Creek Capital LLC | 3,475 | $305.1K | 0.15% | +122+3.6% | Added |
| Staley Capital Advisers Inc | 3,477 | $305.2K | 0.01% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 3,478 | $305.3K | 0.23% | +295+9.3% | Added |
| Clarendon Private LLC | 3,478 | $305.3K | 0.32% | +3,478 | New |
| Prospect Financial Services LLC | 3,478 | $305.3K | 0.17% | +452+14.9% | Added |
| Clark Asset Management, LLC | 3,480 | $305.5K | 0.05% | +362+11.6% | Added |
| Jackson Thornton Asset Management, LLC | 3,279 | $305.7K | 0.04% | −33−1.0% | Reduced |
| Rench Wealth Management, Inc. | 3,482 | $305.7K | 0.11% | +190+5.8% | Added |
| Bolthouse Investments, LLC | 3,484 | $305.9K | 0.32% | +485+16.2% | Added |
| Twin Lakes Capital Management, LLC | 3,498 | $307.1K | 0.21% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,502 | $307.4K | 0.24% | +7+0.2% | Added |
| Boomfish Wealth Group, LLC | 3,502 | $307.5K | 0.20% | −415−10.6% | Reduced |
| Sigma Investment Counselors Inc | 3,504 | $307.6K | 0.02% | −658−15.8% | Reduced |
| Crane Advisory, LLC | 3,315 | $307.6K | 0.06% | +3,315 | New |
| HMV Wealth Advisors, LLC | 3,505 | $307.7K | 0.24% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 3,509 | $308.0K | 0.18% | +50+1.4% | Added |
| IFG Advisors, LLC | 3,512 | $308.3K | 0.06% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 3,523 | $309.3K | 0.05% | 00.0% | Unchanged |
| Landaas & Co | 3,537 | $310.0K | 0.09% | +2+0.1% | Added |
| Horizon Wealth Management, LLC | 3,533 | $310.2K | 0.05% | +387+12.3% | Added |
| Sandbox Financial Partners, LLC | 3,534 | $310.2K | 0.11% | +38+1.1% | Added |
| Bellwether Advisors, LLC | 3,542 | $311.0K | 0.06% | −10,169−74.2% | Reduced |
| Moore Capital Management, LP | 3,548 | $311.5K | 0.01% | −565,936−99.4% | Reduced |
| Accelerate Investment Advisors LLC | 3,550 | $311.6K | 0.26% | +531+17.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 3,552 | $311.8K | 0.11% | +85+2.5% | Added |
| IMZ Advisory Inc | 3,559 | $312.4K | 0.14% | −204−5.4% | Reduced |
| Klingenstein Fields & Co LP | 3,565 | $313.0K | 0.01% | −19−0.5% | Reduced |
| Howard Bailey Securities, LLC | 3,566 | $313.1K | 0.10% | −856−19.4% | Reduced |
| FSA Advisors, Inc. | 3,569 | $313.3K | 0.25% | +239+7.2% | Added |
| Fiducient Advisors LLC | 3,562 | $313.5K | 0.04% | +19+0.5% | Added |
| Investment Planning Advisors, Inc. | 3,580 | $314.3K | 0.13% | +1,356+61.0% | Added |
| Avenir Corp | 3,588 | $315.0K | 0.03% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 3,592 | $315.3K | 0.11% | +114+3.3% | Added |
| Intelligence Driven Advisers, LLC | 3,598 | $315.9K | 0.06% | +180+5.3% | Added |
| Taylor Hoffman Capital Management LLC | 3,558 | $316.1K | 0.12% | +399+12.6% | Added |
| Wingate Wealth Advisors, Inc. | 3,603 | $316.3K | 0.36% | −1,249−25.7% | Reduced |
| Coastal Investment Advisors, Inc. | 3,606 | $316.5K | 0.14% | +235+7.0% | Added |
| HBW Advisory Services LLC | 3,607 | $316.7K | 0.05% | +42+1.2% | Added |
| Acorn Financial Advisory Services Inc | 3,610 | $316.9K | 0.06% | −649−15.2% | Reduced |
| Elite Financial, Inc. | 3,612 | $317.0K | 0.17% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3,612 | $317.1K | 0.22% | +3,200+776.7% | Added |
| Fortitude Family Office, LLC | 3,613 | $317.2K | 0.11% | −4,509−55.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3,624 | $318.2K | 0.04% | −394−9.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3,395 | $319.0K | 0.15% | +2+0.1% | Added |
| Financial Network Wealth Advisors LLC | 3,645 | $320.0K | 0.42% | +393+12.1% | Added |
| Binnacle Investments Inc | 3,645 | $320.0K | 0.23% | +3,645 | New |
| Hopwood Financial Services, Inc. | 3,655 | $320.9K | 0.25% | +130+3.7% | Added |
| Wealthstream Advisors, Inc. | 3,668 | $322.0K | 0.06% | +3+0.1% | Added |
| MBB Public Markets I LLC | 3,668 | $322.0K | 0.04% | +3,668 | New |
| Cherry Tree Wealth Management, LLC | 3,671 | $322.3K | 0.08% | −375−9.3% | Reduced |
| Acorn Wealth Advisors, LLC | 3,672 | $322.4K | 0.13% | −52−1.4% | Reduced |
| Amplius Wealth Advisors, LLC | 3,673 | $322.5K | 0.03% | −1,503−29.0% | Reduced |
| Marquette Asset Management, LLC | 3,680 | $323.1K | 0.06% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 3,701 | $324.0K | 0.11% | +3,013+437.9% | Added |
| Elyxium Wealth, LLC | 3,692 | $324.1K | 0.14% | +3,692 | New |
| Coyle Financial Counsel LLC | 3,698 | $324.6K | 0.10% | +267+7.8% | Added |
| McHugh Group, LLC | 3,700 | $324.8K | 0.25% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 3,706 | $325.4K | 0.17% | −2−0.1% | Reduced |
| Compass Financial Services Inc | 3,714 | $326.1K | 0.17% | +1,125+43.5% | Added |
| American Money Management, LLC | 3,730 | $327.5K | 0.06% | −491−11.6% | Reduced |
| Horizon Investment Services, LLC | 3,734 | $327.8K | 0.16% | +198+5.6% | Added |