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 |
|---|---|---|---|---|---|
| Firestone Capital Management | 4,744 | $416.5K | 0.11% | +58+1.2% | Added |
| Avalon Trust Co | 4,744 | $416.5K | 0.03% | +2,794+143.3% | Added |
| Court Place Advisors, LLC | 4,756 | $417.6K | 0.14% | +236+5.2% | Added |
| WPWealth LLP | 4,757 | $417.6K | 0.08% | −26−0.5% | Reduced |
| Broadway Wealth Solutions, Inc. | 4,764 | $418.2K | 0.31% | +430+9.9% | Added |
| Consilio Wealth Advisors, LLC | 4,764 | $418.2K | 0.17% | +108+2.3% | Added |
| StrongBox Wealth, LLC | 4,783 | $419.9K | 0.18% | +275+6.1% | Added |
| Goldstein Advisors, LLC | 4,783 | $419.9K | 0.06% | +304+6.8% | Added |
| VanderPol Investments L.L.C. | 4,791 | $420.6K | 0.89% | +24+0.5% | Added |
| Unique Wealth, LLC | 4,799 | $421.3K | 0.08% | −286−5.6% | Reduced |
| Sierra Summit Advisors LLC | 4,800 | $421.4K | 0.09% | 00.0% | Unchanged |
| WJ Interests, LLC | 4,800 | $421.4K | 0.20% | +4,800 | New |
| Warburton Capital Management, LLC | 4,816 | $422.0K | 0.31% | +753+18.5% | Added |
| TRUE Private Wealth Advisors | 4,819 | $423.0K | 0.05% | +20.0% | Added |
| Maryland Capital Advisors Inc. | 4,821 | $423.2K | 0.19% | −88−1.8% | Reduced |
| J Hagan Capital, Inc. | 4,694 | $424.1K | 0.34% | +4,694 | New |
| Verisail Partners, LLC | 4,836 | $424.6K | 0.20% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,840 | $424.9K | 0.10% | +29+0.6% | Added |
| Intelligent Financial Strategies | 4,845 | $426.5K | 0.22% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 4,864 | $427.0K | 0.33% | −131−2.6% | Reduced |
| Financial Management Professionals, Inc. | 4,877 | $428.2K | 0.05% | −367−7.0% | Reduced |
| Gordian Advisors LLC | 4,881 | $428.5K | 0.34% | +3+0.1% | Added |
| MPS Loria Financial Planners, LLC | 4,888 | $429.2K | 0.13% | +4+0.1% | Added |
| Wealthedge Investment Advisors, LLC | 4,894 | $429.7K | 0.19% | −212−4.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4,898 | $430.0K | 0.03% | −1,050−17.7% | Reduced |
| Schoolcraft Capital LLC | 4,904 | $430.5K | 0.08% | +200+4.3% | Added |
| Austin Wealth Management, LLC | 4,494 | $430.7K | 0.09% | +117+2.7% | Added |
| Norway Savings Bank | 4,910 | $431.0K | 0.25% | −125−2.5% | Reduced |
| Tamar Securities, LLC | 4,914 | $431.4K | 0.06% | +321+7.0% | Added |
| Sendero Wealth Management, LLC | 4,915 | $431.5K | 0.06% | +211+4.5% | Added |
| Hoxton Planning & Management, LLC | 4,916 | $431.6K | 0.16% | −458−8.5% | Reduced |
| Curio Wealth, LLC | 4 | $432.1K | 0.23% | −4,605−99.9% | Reduced |
| Lewis Asset Management, LLC | 4,923 | $432.2K | 0.36% | −215−4.2% | Reduced |
| Wheelhouse Advisory Group LLC | 4,940 | $433.7K | 0.25% | −108−2.1% | Reduced |
| Campion Asset Management LLC | 4,942 | $433.9K | 0.34% | +1,607+48.2% | Added |
| Two West Capital Advisors LLC | 4,679 | $434.2K | 0.36% | −243−4.9% | Reduced |
| PSI Advisors, LLC | 4,950 | $434.5K | 0.14% | −1,313−21.0% | Reduced |
| Tillman Hartley LLC | 4,957 | $435.2K | 0.13% | −827−14.3% | Reduced |
| Echo45 Advisors LLC | 4,972 | $436.5K | 0.29% | +198+4.1% | Added |
| One Wealth Advisors, LLC | 4,961 | $436.7K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,982 | $437.4K | 0.04% | +600+13.7% | Added |
| Basepoint Wealth LLC | 4,991 | $438.2K | 0.34% | −4,784−48.9% | Reduced |
| Merrion Investment Management Co, LLC | 5,000 | $438.9K | 0.32% | +1,500+42.9% | Added |
| Shay Capital LLC | 5,000 | $438.9K | 0.13% | +5,000 | New |
| Treasure Coast Financial Planning | 5,016 | $440.4K | 0.27% | +1,000+24.9% | Added |
| Renaissance Investment Group LLC | 5,025 | $441.1K | 0.11% | −848−14.4% | Reduced |
| Sylvest Advisors, LLC | 5,033 | $441.9K | 0.28% | −279−5.3% | Reduced |
| Pacitti Group Inc. | 5,030 | $441.9K | 0.21% | −128−2.5% | Reduced |
| Affinity Capital Advisors, LLC | 4,765 | $442.2K | 0.09% | −422−8.1% | Reduced |
| Townsend Asset Management Corp | 5,038 | $442.3K | 0.17% | −400−7.4% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 5,048 | $443.0K | 0.21% | −928−15.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 5,050 | $443.0K | 0.01% | +612+13.8% | Added |
| Investment Partners Asset Management, Inc. | 5,061 | $444.3K | 0.35% | −267−5.0% | Reduced |
| Northeast Financial Consultants Inc | 5,081 | $446.1K | 0.02% | 00.0% | Unchanged |
| Sentinus, LLC | 5,091 | $447.0K | 0.13% | +273+5.7% | Added |
| Nelson Capital Management, LLC | 5,093 | $447.1K | 0.08% | −600−10.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,102 | $447.9K | 0.15% | +410+8.7% | Added |
| Murphy & Mullick Capital Management Corp | 5,103 | $448.0K | 0.43% | −22−0.4% | Reduced |
| Burns J W & Co Inc | 5,106 | $448.3K | 0.06% | +81+1.6% | Added |
| Whelan Financial | 5,107 | $448.4K | 0.17% | +768+17.7% | Added |
| High Falls Advisors, Inc | 5,112 | $448.8K | 0.11% | −476−8.5% | Reduced |
| Horst & Graben Wealth Management LLC | 5,116 | $449.1K | 0.08% | +181+3.7% | Added |
| Stordahl Capital Management, Inc. | 5,131 | $450.4K | 0.11% | +27+0.5% | Added |
| Hiley Hunt Wealth Management | 5,076 | $450.9K | 0.25% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 5,139 | $451.2K | 0.28% | +20+0.4% | Added |
| Wolf Group Capital Advisors | 5,140 | $451.2K | 0.15% | +5,140 | New |
| Western Pacific Wealth Management, LP | 5,142 | $451.4K | 0.41% | −1,516−22.8% | Reduced |
| Intrepid Financial Planning Group LLC | 5,151 | $452.2K | 0.21% | +150+3.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,144 | $452.8K | 0.21% | −300−5.5% | Reduced |
| Shotwell Rutter Baer Inc | 5,449 | $453.3K | 0.40% | −50−0.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,166 | $453.5K | 0.08% | −4,200−44.8% | Reduced |
| Bluesphere Advisors, LLC | 5,166 | $453.5K | 0.26% | −4,410−46.1% | Reduced |
| RVW Wealth, LLC | 5,210 | $457.4K | 0.04% | +5,210 | New |
| AXS Investments LLC | 5,224 | $458.6K | 0.13% | −880−14.4% | Reduced |
| Bouchey Financial Group Ltd | 5,216 | $458.6K | 0.04% | +110+2.2% | Added |
| Centurion Wealth Management LLC | 5,082 | $459.2K | 0.14% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 5,234 | $459.5K | 0.18% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 5,235 | $459.6K | 0.09% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 4,954 | $459.7K | 0.31% | +25+0.5% | Added |
| Aletheian Wealth Advisors LLC | 5,244 | $460.4K | 0.26% | +568+12.1% | Added |
| Bank of Nova Scotia Trust Co | 5,263 | $462.0K | 0.05% | +109+2.1% | Added |
| Bright Financial Advisors, Inc. | 5,268 | $462.5K | 0.28% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 5,282 | $463.7K | 0.30% | +113+2.2% | Added |
| West Wealth Group, LLC | 5,229 | $464.6K | 0.14% | +249+5.0% | Added |
| Campbell & CO Investment Adviser LLC | 5,297 | $465.0K | 0.04% | +5,297 | New |
| McIlrath & Eck, LLC | 5,298 | $465.1K | 0.06% | +1,716+47.9% | Added |
| Barlow Wealth Partners, Inc. | 4,898 | $465.8K | 0.06% | +1,299+36.1% | Added |
| Chesley Taft & Associates LLC | 5,306 | $465.8K | 0.02% | +558+11.8% | Added |
| Kane Investment Management, Inc. | 5,308 | $466.0K | 0.22% | +200+3.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,310 | $466.2K | 0.05% | +171+3.3% | Added |
| Inman Jager Wealth Management, LLC | 5,317 | $466.8K | 0.35% | −36−0.7% | Reduced |
| Collective Family Office LLC | 5,333 | $468.2K | 0.13% | −349−6.1% | Reduced |
| Pacific Global Investment Management CO | 5,343 | $469.1K | 0.66% | −4,864−47.7% | Reduced |
| MBA Advisors LLC | 5,345 | $469.2K | 0.23% | −82−1.5% | Reduced |
| SilverOak Wealth Management LLC | 5,358 | $470.4K | 0.10% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 5,360 | $470.6K | 0.39% | −3,160−37.1% | Reduced |
| Garde Capital, Inc. | 5,383 | $472.5K | 0.03% | +10.0% | Added |
| Eagle Strategies LLC | 5,413 | $475.2K | 0.08% | +391+7.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 5,418 | $475.6K | 0.08% | 00.0% | Unchanged |
| Hemington Wealth Management | 5,423 | $476.0K | 0.07% | +271+5.3% | Added |