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 |
|---|---|---|---|---|---|
| Ssi Investment Management LLC | 4,244 | $372.6K | 0.03% | −5−0.1% | Reduced |
| Financial Enhancement Group LLC | 3,939 | $373.7K | 0.06% | −58−1.5% | Reduced |
| Core Wealth Advisors, Inc. | 4,263 | $374.2K | 0.12% | −158−3.6% | Reduced |
| Legacy Edge Advisors, LLC | 4,263 | $374.2K | 0.06% | +59+1.4% | Added |
| Helium Advisors LLC | 4,271 | $375.0K | 0.27% | −204−4.6% | Reduced |
| Monterey Private Wealth, Inc. | 4,271 | $375.0K | 0.11% | +20.0% | Added |
| Vance Wealth, Inc. | 4,283 | $376.0K | 0.14% | +235+5.8% | Added |
| Buffington Mohr McNeal | 4,284 | $376.1K | 0.07% | −10,688−71.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 4,290 | $376.6K | 0.03% | +12+0.3% | Added |
| LeClair Wealth Partners LLC | 4,299 | $377.4K | 0.27% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 4,329 | $380.0K | 0.26% | +12+0.3% | Added |
| Bigelow Investment Advisors, LLC | 4,330 | $380.1K | 0.18% | +4,330 | New |
| WorthPointe, LLC | 4,333 | $380.4K | 0.17% | −166−3.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 4,578 | $380.8K | 0.16% | +234+5.4% | Added |
| SNS Financial Group, LLC | 4,327 | $380.9K | 0.04% | +126+3.0% | Added |
| Future Financial Wealth Managment LLC | 4,350 | $381.9K | 0.28% | 00.0% | Unchanged |
| Promus Capital, LLC | 4,350 | $381.9K | 0.29% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 4,350 | $381.9K | 0.18% | +98+2.3% | Added |
| Arcus Capital Partners, LLC | 4,380 | $384.5K | 0.15% | +230+5.5% | Added |
| Eclectic Associates Inc | 4,382 | $384.7K | 0.10% | −1,015−18.8% | Reduced |
| Chris Bulman Inc | 4,383 | $384.8K | 0.24% | +298+7.3% | Added |
| Kimelman & Baird, LLC | 4,385 | $385.0K | 0.03% | +207+5.0% | Added |
| SageOak Financial, LLC | 4,388 | $385.2K | 0.34% | 00.0% | Unchanged |
| Granite FO LLC | 4,389 | $385.3K | 0.22% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 4,395 | $385.8K | 0.08% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 4,395 | $385.8K | 0.08% | −1,246−22.1% | Reduced |
| Forza Wealth Management, LLC | 4,397 | $386.0K | 0.17% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 4,398 | $386.1K | 0.35% | 00.0% | Unchanged |
| BlueSpruce Investments, LP | 4,408 | $387.0K | 0.01% | −2,395,646−99.8% | Reduced |
| STAR Financial Bank | 4,409 | $387.1K | 0.28% | +255+6.1% | Added |
| Smith Asset Management Co., LLC | 4,410 | $387.2K | 0.36% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 4,411 | $387.3K | 0.39% | −126−2.8% | Reduced |
| JBR Co Financial Management Inc | 4,422 | $388.2K | 0.23% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 4,430 | $388.9K | 0.11% | −25−0.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,441 | $389.9K | 0.14% | −200−4.3% | Reduced |
| VeraBank, N.A. | 4,443 | $390.1K | 0.11% | +50+1.1% | Added |
| Almanack Investment Partners, LLC. | 4,449 | $390.6K | 0.08% | −233−5.0% | Reduced |
| BluePointe Capital Management, LLC | 4,439 | $390.7K | 0.15% | +1,333+42.9% | Added |
| CLG LLC | 4,460 | $391.6K | 0.14% | −257−5.4% | Reduced |
| Keyvantage Wealth, LLC | 4,463 | $391.8K | 0.19% | +1,700+61.5% | Added |
| Running Point Capital Advisors, LLC | 4,464 | $391.9K | 0.12% | −143−3.1% | Reduced |
| VSM Wealth Advisory, LLC | 4,473 | $392.7K | 0.14% | −99−2.2% | Reduced |
| Members Capital Advisors Inc | 4,476 | $392.9K | 0.46% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 4,480 | $393.3K | 0.38% | +20.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 4,481 | $393.4K | 0.15% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 4,488 | $394.1K | 0.13% | +116+2.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,500 | $395.0K | 0.03% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 4,500 | $395.0K | 0.20% | +4,500 | New |
| Huber Capital Management LLC | 4,500 | $395.1K | 0.07% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 4,500 | $395.1K | 0.37% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 4,500 | $395.1K | 0.15% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 4,504 | $395.4K | 0.10% | +1,079+31.5% | Added |
| Horizon Family Wealth, Inc. | 4,512 | $396.1K | 0.26% | +320+7.6% | Added |
| TCFG Wealth Management, LLC | 4,513 | $396.2K | 0.20% | +10.0% | Added |
| Tobias Financial Advisors, Inc. | 4,520 | $396.8K | 0.08% | −201−4.3% | Reduced |
| ELCO Management Co., LLC | 4,531 | $397.8K | 0.22% | −30−0.7% | Reduced |
| Allium Financial Advisors, LLC | 4,534 | $398.0K | 0.36% | +4,534 | New |
| Latitude Advisors, LLC | 4,539 | $398.5K | 0.23% | +264+6.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,542 | $398.8K | 0.23% | +4+0.1% | Added |
| Motive Wealth Advisors | 4,554 | $399.8K | 0.21% | −295−6.1% | Reduced |
| Anson Capital, Inc. | 4,569 | $401.1K | 0.34% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 4,584 | $402.0K | 0.04% | −25−0.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,587 | $402.7K | 0.02% | −42−0.9% | Reduced |
| Wealth Group Ltd | 4,595 | $403.4K | 0.12% | +200+4.6% | Added |
| Optivise Advisory Services LLC | 4,598 | $403.7K | 0.23% | −1,464−24.2% | Reduced |
| Investment Advisory Group, LLC | 4,603 | $404.1K | 0.14% | +29+0.6% | Added |
| Gillespie Robinson & Grimm Inc | 4,608 | $404.5K | 0.03% | −1,960−29.8% | Reduced |
| Suncoast Equity Management | 4,611 | $404.8K | 0.05% | +1,382+42.8% | Added |
| Abel Hall, LLC | 4,615 | $405.1K | 0.24% | −594−11.4% | Reduced |
| Chancellor Financial Group WB LP | 4,629 | $406.4K | 0.34% | +205+4.6% | Added |
| Tranquility Partners, LLC | 4,640 | $407.3K | 0.16% | −266−5.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,641 | $407.4K | 0.16% | −238−4.9% | Reduced |
| GSB Wealth Management, LLC | 4,646 | $407.9K | 0.11% | +103+2.3% | Added |
| Orion Investment Co | 4,656 | $408.8K | 0.17% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 4,659 | $409.0K | 0.08% | +1,805+63.2% | Added |
| Cypress Asset Management Inc | 4,666 | $409.6K | 0.11% | −443−8.7% | Reduced |
| Citizens & Northern Corp | 4,667 | $409.7K | 0.12% | +54+1.2% | Added |
| Finward Bancorp | 4,674 | $410.3K | 0.36% | −245−5.0% | Reduced |
| Tradewinds Capital Management, LLC | 4,677 | $410.6K | 0.11% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 4,685 | $411.3K | 0.22% | +34+0.7% | Added |
| Atlas Wealth LLC | 4,689 | $411.6K | 0.16% | 00.0% | Unchanged |
| Hobbs Wealth Management, LLC | 4,694 | $412.1K | 0.46% | −34−0.7% | Reduced |
| Alpha Zero LLC | 4,696 | $412.3K | 0.31% | −1,062−18.4% | Reduced |
| Peachtree Investment Partners, LLC | 4,703 | $412.9K | 0.16% | +1,354+40.4% | Added |
| Sawyer & Company, Inc | 4,706 | $413.0K | 0.17% | −295−5.9% | Reduced |
| Meridian Wealth Partners, LLC | 4,705 | $413.1K | 0.07% | −777−14.2% | Reduced |
| McClarren Financial Advisors, Inc. | 1,321 | $414.0K | 0.28% | +1,321 | New |
| GSG Advisors LLC | 4,626 | $414.5K | 0.14% | +268+6.1% | Added |
| Family Investment Center, Inc. | 4,723 | $414.7K | 0.10% | −690−12.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 4,725 | $414.8K | 0.35% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 4,725 | $414.9K | 0.12% | +1,921+68.5% | Added |
| Alliance Wealth Advisors, LLC | 4,726 | $414.9K | 0.24% | +5+0.1% | Added |
| Strategies Wealth Advisors, LLC | 4,726 | $414.9K | 0.05% | +4,726 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,730 | $415.2K | 0.14% | +470+11.0% | Added |
| Trust Investment Advisors | 4,731 | $415.3K | 0.27% | +4,731 | New |
| VisionPoint Advisory Group, LLC | 4,736 | $415.8K | 0.14% | +4,136+689.3% | Added |
| Trust Co of Kansas | 4,734 | $416.0K | 0.22% | 00.0% | Unchanged |
| Seascape Capital Management | 4,735 | $416.0K | 0.15% | +608+14.7% | Added |
| Mission Financial Group, LLC | 3,348 | $416.1K | 0.39% | +3,348 | New |
| Riverview Trust Co | 4,744 | $416.5K | 0.41% | −90−1.9% | Reduced |