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 |
|---|---|---|---|---|---|
| Bedell Frazier Investment Counseling, LLC | 3,734 | $327.8K | 0.08% | −110−2.9% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 3,750 | $329.2K | 0.22% | +99+2.7% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,756 | $329.7K | 0.17% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 3,767 | $330.0K | 0.15% | +9+0.2% | Added |
| Great Waters Wealth Management | 3,777 | $331.6K | 0.05% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 3,561 | $332.0K | 0.20% | +300+9.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 3,787 | $332.0K | 0.04% | +10+0.3% | Added |
| Private Advisory Group LLC | 3,785 | $332.3K | 0.04% | +880+30.3% | Added |
| Flagship Wealth Advisors, LLC | 3,792 | $332.9K | 0.14% | 00.0% | Unchanged |
| Members Wealth LLC | 3,805 | $334.0K | 0.25% | −18−0.5% | Reduced |
| Rakuten Securities, Inc. | 3,811 | $334.6K | 0.17% | −850−18.2% | Reduced |
| Ellis Investment Partners, LLC | 3,812 | $334.7K | 0.07% | +53+1.4% | Added |
| Landmark Wealth Management, Inc. | 3,816 | $335.0K | 0.16% | 00.0% | Unchanged |
| Apriem Advisors | 3,818 | $335.2K | 0.04% | +963+33.7% | Added |
| B&L Asset Management LLC | 3,825 | $335.8K | 0.22% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,827 | $336.0K | 0.17% | −700−15.5% | Reduced |
| Independence Financial Advisors, LLC | 3,831 | $336.3K | 0.13% | +3,831 | New |
| Searcy Financial Services Inc | 3,842 | $337.2K | 0.15% | +3+0.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 3,847 | $337.7K | 0.09% | +440+12.9% | Added |
| Westbourne Investment Advisors, Inc. | 3,849 | $337.9K | 0.12% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 3,850 | $338.0K | 0.17% | −1,460−27.5% | Reduced |
| Aire Advisors, LLC | 3,850 | $338.0K | 0.07% | −584−13.2% | Reduced |
| Sculati Wealth Management, LLC | 3,855 | $338.4K | 0.14% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 3,867 | $339.0K | 0.15% | +6+0.2% | Added |
| Royal Harbor Partners, LLC | 3,863 | $339.1K | 0.13% | +224+6.2% | Added |
| Jackson Square Capital, LLC | 3,864 | $339.2K | 0.11% | +3,864 | New |
| Cottage Street Advisors LLC | 3,864 | $339.3K | 0.17% | +165+4.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 4,000 | $340.6K | 0.01% | +4,000 | New |
| Sherbrooke Park Advisers LLC | 3,885 | $341.1K | 0.16% | −1,836−32.1% | Reduced |
| Somerset Group LLC | 3,885 | $341.1K | 0.31% | +1,542+65.8% | Added |
| Marietta Investment Partners LLC | 3,890 | $341.5K | 0.08% | −75−1.9% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,892 | $341.7K | 0.14% | 00.0% | Unchanged |
| Potentia Wealth | 3,894 | $341.8K | 0.16% | −646−14.2% | Reduced |
| Frisch Financial Group, Inc. | 3,884 | $342.0K | 0.10% | +246+6.8% | Added |
| Intellus Advisors LLC | 3,897 | $342.1K | 0.06% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,900 | $342.4K | 0.12% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 3,902 | $342.6K | 0.20% | 00.0% | Unchanged |
| Towercrest Capital Management | 3,904 | $342.7K | 0.07% | −6−0.2% | Reduced |
| Innova Wealth Partners | 3,906 | $342.9K | 0.21% | +6+0.2% | Added |
| Henderson Brothers Financial Partners, LLC | 3,085 | $343.7K | 0.17% | +3,085 | New |
| Glass Wealth Management Co LLC | 3,919 | $344.0K | 0.21% | 00.0% | Unchanged |
| Lansing Street Advisors | 3,928 | $344.9K | 0.12% | −176−4.3% | Reduced |
| Bank Hapoalim BM | 3,927 | $345.0K | 0.05% | −1,029−20.8% | Reduced |
| Mezzasalma Advisors, LLC | 3,930 | $345.0K | 0.12% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 3,940 | $345.9K | 0.01% | −100−2.5% | Reduced |
| Atticus Wealth Management, LLC | 3,945 | $346.4K | 0.11% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,946 | $346.4K | 0.14% | −38−1.0% | Reduced |
| Alternative Investment Advisors, LLC. | 3,952 | $347.0K | 0.18% | −397−9.1% | Reduced |
| Marks Group Wealth Management, Inc | 3,954 | $347.1K | 0.03% | 00.0% | Unchanged |
| ETF Store, Inc. | 3,961 | $347.7K | 0.43% | −183−4.4% | Reduced |
| Atlantic Trust, LLC | 3,962 | $347.8K | 0.08% | −1,335−25.2% | Reduced |
| Rice Hall James & Associates, LLC | 3,973 | $348.8K | 0.02% | −275−6.5% | Reduced |
| Cornerstone Planning Group LLC | 3,675 | $349.0K | 0.08% | +1,344+57.7% | Added |
| WealthBridge Capital Management, LLC | 3,992 | $350.5K | 0.10% | +55+1.4% | Added |
| Waycross Partners, LLC | 4,000 | $351.2K | 0.04% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 4,000 | $351.2K | 0.35% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 4,001 | $351.2K | 0.02% | +1,484+59.0% | Added |
| Defined Financial Planning LLC | 3,965 | $352.2K | 0.36% | +1,542+63.6% | Added |
| Canandaigua National Trust Co of Florida | 4,013 | $352.3K | 0.31% | −200−4.7% | Reduced |
| Lynx Investment Advisory | 4,014 | $352.4K | 0.23% | +197+5.2% | Added |
| Financial Freedom, LLC | 4,023 | $353.2K | 0.20% | +5+0.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,023 | $353.2K | 0.08% | +35+0.9% | Added |
| Gladstone Capital Management LLP | 4,027 | $353.5K | 0.04% | −364,947−98.9% | Reduced |
| Fonville Wealth Management LLC | 3,952 | $353.6K | 0.10% | +66+1.7% | Added |
| Guardian Wealth Advisors, LLC | 4,031 | $353.9K | 0.23% | +166+4.3% | Added |
| Principal Street Partners, LLC | 4,040 | $354.6K | 0.07% | 00.0% | Unchanged |
| Claris Financial LLC | 3,927 | $354.8K | 0.23% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 4,050 | $355.6K | 0.69% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 4,053 | $355.9K | 0.10% | −276−6.4% | Reduced |
| Iron Financial, LLC | 4,054 | $355.9K | 0.20% | −496−10.9% | Reduced |
| Edge Financial Advisors LLC | 4,056 | $356.0K | 0.22% | +113+2.9% | Added |
| Burling Wealth Partners, LLC | 4,064 | $356.8K | 0.08% | −100−2.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,073 | $357.6K | 0.30% | +427+11.7% | Added |
| Keebeck Alpha, LP | 4,082 | $358.4K | 0.42% | +4,082 | New |
| Spahn Wealth & Retirement LLC | 4,098 | $359.8K | 0.26% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 4,098 | $359.8K | 0.12% | −300−6.8% | Reduced |
| Clean Yield Group | 4,101 | $360.0K | 0.12% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 4,114 | $361.2K | 0.15% | +95+2.4% | Added |
| Kendall Capital Management | 4,115 | $361.3K | 0.11% | −34−0.8% | Reduced |
| Yukon Wealth Management, Inc. | 4,123 | $362.0K | 0.15% | +4,123 | New |
| Permanent Capital Management, LP | 4,122 | $362.8K | 0.10% | −1,121−21.4% | Reduced |
| CV Advisors LLC | 4,480 | $362.9K | 0.13% | −24,388−84.5% | Reduced |
| Key Financial Inc | 4,143 | $363.7K | 0.08% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 4,157 | $364.9K | 0.33% | −292−6.6% | Reduced |
| Crew Capital Management, Ltd. | 4,163 | $365.5K | 0.30% | +116+2.9% | Added |
| DDFG, Inc | 4,164 | $365.6K | 0.10% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,167 | $365.9K | 0.13% | −366−8.1% | Reduced |
| Manhattan West Asset Management, LLC | 4,184 | $367.3K | 0.09% | +1,596+61.7% | Added |
| Parkside Advisors LLC | 4,178 | $367.8K | 0.09% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 4,191 | $367.9K | 0.04% | +3+0.1% | Added |
| Sutton Place Investors LLC | 4,200 | $368.7K | 0.25% | −712−14.5% | Reduced |
| Connors Investor Services Inc | 4,200 | $368.7K | 0.04% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 4,204 | $369.1K | 0.09% | +9+0.2% | Added |
| Philip James Wealth Mangement, LLC | 4,206 | $369.3K | 0.04% | −1,802−30.0% | Reduced |
| Cookson Peirce & Co Inc | 4,208 | $369.4K | 0.02% | +1,340+46.7% | Added |
| Schulz Wealth, LTD. | 4,209 | $369.5K | 0.28% | −251−5.6% | Reduced |
| Alaethes Wealth LLC | 4,211 | $370.7K | 0.14% | +364+9.5% | Added |
| Capital Advisors, Ltd. LLC | 4,221 | $371.0K | 0.05% | +65+1.6% | Added |
| Rise Advisors, LLC | 4,239 | $372.2K | 0.16% | +424+11.1% | Added |
| Matrix Asset Advisors Inc | 4,241 | $372.3K | 0.04% | −600−12.4% | Reduced |