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; 4,426 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
- 3,882
- +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 | 4,426 | $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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 83,685 | $7.35M | 0.43% | +71+0.1% | Added |
| Legacy CG, LLC | 83,565 | $7.34M | 2.37% | +611+0.7% | Added |
| Financial Advisory Service, Inc. | 83,509 | $7.33M | 0.60% | +5,079+6.5% | Added |
| Sargent Investment Group, LLC | 83,075 | $7.29M | 1.16% | +2,315+2.9% | Added |
| Foster & Motley Inc | 82,887 | $7.28M | 0.46% | −13,159−13.7% | Reduced |
| Asset Dedication, LLC | 82,828 | $7.27M | 0.59% | −3,836−4.4% | Reduced |
| Confluence Wealth Services, Inc. | 76,365 | $7.25M | 0.46% | +13,902+22.3% | Added |
| Spirepoint Private Client, LLC | 82,568 | $7.25M | 0.95% | +7,440+9.9% | Added |
| Journey Advisory Group, LLC | 82,452 | $7.24M | 0.59% | −299−0.4% | Reduced |
| SevenBridge Financial Group, LLC | 74,747 | $7.23M | 1.42% | −5,506−6.9% | Reduced |
| TD Private Client Wealth LLC | 82,352 | $7.23M | 0.20% | +3,043+3.8% | Added |
| William Allan, LLC | 82,288 | $7.22M | 4.53% | −629−0.8% | Reduced |
| Haverford Trust Co | 82,058 | $7.20M | 0.07% | +297+0.4% | Added |
| Hilltop Holdings Inc. | 81,838 | $7.18M | 0.45% | +10,560+14.8% | Added |
| Gladstone Institutional Advisory LLC | 81,729 | $7.17M | 0.33% | −10,120−11.0% | Reduced |
| Anchor Investment Management, LLC | 81,698 | $7.17M | 0.67% | +154+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 81,456 | $7.17M | 0.27% | +8,191+11.2% | Added |
| International Assets Investment Management, LLC | 81,640 | $7.17M | 0.63% | −1,283−1.5% | Reduced |
| Kavar Capital Partners Group, LLC | 81,489 | $7.15M | 1.19% | +436+0.5% | Added |
| Riggs Asset Managment Co. Inc. | 81,211 | $7.13M | 2.04% | +5,880+7.8% | Added |
| Cordatus Wealth Management LLC | 81,031 | $7.11M | 1.95% | −299−0.4% | Reduced |
| Kempen Capital Management N.V. | 80,408 | $7.06M | 0.07% | +3,877+5.1% | Added |
| Evercore Wealth Management, LLC | 80,387 | $7.06M | 0.11% | −3,199−3.8% | Reduced |
| Financial & Tax Architects, LLC | 80,310 | $7.05M | 1.77% | −3,749−4.5% | Reduced |
| Ar Asset Management Inc | 80,300 | $7.05M | 1.60% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 80,176 | $7.04M | 2.30% | −1,907−2.3% | Reduced |
| Millennium Capital Advisors, LLC | 80,046 | $7.03M | 5.19% | −3,648−4.4% | Reduced |
| Quest Investment Management LLC | 79,740 | $7.00M | 0.87% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 82,199 | $7.00M | 0.93% | +82,199 | New |
| Ostrum Asset Management | 79,698 | $7.00M | 0.37% | −7,481−8.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 79,588 | $6.99M | 3.52% | −70.0% | Reduced |
| Courier Capital LLC | 79,398 | $6.97M | 0.46% | +1,791+2.3% | Added |
| Mitchell Capital Management Co | 79,345 | $6.97M | 1.33% | −1,154−1.4% | Reduced |
| Sitrin Capital Management LLC | 79,123 | $6.96M | 3.76% | −33,011−29.4% | Reduced |
| Johnson Financial Group, Inc. | 79,083 | $6.96M | 0.34% | −601−0.8% | Reduced |
| Windward Capital Management Co | 79,149 | $6.95M | 0.60% | −575−0.7% | Reduced |
| DoubleLine ETF Adviser LP | 79,113 | $6.95M | 2.31% | −24,666−23.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 78,816 | $6.94M | 0.26% | +12,135+18.2% | Added |
| BBR Partners, LLC | 78,964 | $6.93M | 0.49% | +330.0% | Added |
| GLOBALT Investments LLC | 78,875 | $6.92M | 0.28% | −430−0.5% | Reduced |
| Old National Bancorp | 78,817 | $6.92M | 0.18% | +309+0.4% | Added |
| Fort Washington Investment Advisors Inc | 78,680 | $6.91M | 0.04% | +1,062+1.4% | Added |
| NJ State Employees Deferred Compensation Plan | 78,300 | $6.87M | 0.88% | −7,200−8.4% | Reduced |
| Somerset Trust Co | 78,258 | $6.87M | 2.45% | +2,360+3.1% | Added |
| Jacobs & Co | 77,941 | $6.84M | 0.73% | −2,910−3.6% | Reduced |
| Plimoth Trust Co LLC | 77,547 | $6.81M | 1.77% | −12,119−13.5% | Reduced |
| Estabrook Capital Management | 77,491 | $6.80M | 1.10% | −2,622−3.3% | Reduced |
| Hourglass Capital, LLC | 77,443 | $6.80M | 1.78% | −2,050−2.6% | Reduced |
| Sienna Gestion | 79,557 | $6.79M | 0.56% | −14,998−15.9% | Reduced |
| NovaPoint Capital, LLC | 76,979 | $6.76M | 2.08% | +1,190+1.6% | Added |
| MUFG Securities Americas Inc. | 76,790 | $6.74M | 0.78% | +12,715+19.8% | Added |
| AIA Group Ltd | 76,777 | $6.74M | 0.17% | +7,896+11.5% | Added |
| Heritage Wealth Management, Inc. | 76,649 | $6.73M | 2.29% | −2,800−3.5% | Reduced |
| AlphaCore Capital LLC | 76,442 | $6.73M | 0.57% | +11,942+18.5% | Added |
| Spinnaker Trust | 76,067 | $6.68M | 0.44% | −12,569−14.2% | Reduced |
| Capital City Trust Co | 76,005 | $6.67M | 1.83% | −9,561−11.2% | Reduced |
| Oak Family Advisors, LLC | 75,494 | $6.63M | 2.75% | −17,582−18.9% | Reduced |
| Meridian Wealth Advisors, LLC | 75,486 | $6.63M | 1.13% | +47,311+167.9% | Added |
| EverSource Wealth Advisors, LLC | 75,023 | $6.59M | 0.36% | +1,735+2.4% | Added |
| CX Institutional | 74,651 | $6.55M | 0.25% | −8,465−10.2% | Reduced |
| Rehmann Capital Advisory Group | 74,313 | $6.52M | 0.41% | +2,566+3.6% | Added |
| Forum Financial Management, LP | 74,070 | $6.50M | 0.11% | −1,030−1.4% | Reduced |
| Occidental Asset Management, LLC | 73,929 | $6.49M | 0.98% | +3,872+5.5% | Added |
| Signal Advisors Wealth, LLC | 73,922 | $6.49M | 0.63% | +5,315+7.7% | Added |
| Convergence Investment Partners, LLC | 73,908 | $6.49M | 1.80% | −21,899−22.9% | Reduced |
| William B. Walkup & Associates, Inc. | 73,839 | $6.48M | 3.95% | +2,947+4.2% | Added |
| DLK Investment Management, LLC | 73,312 | $6.44M | 2.69% | −7,844−9.7% | Reduced |
| West Branch Capital LLC | 73,239 | $6.43M | 2.15% | +3,324+4.8% | Added |
| Twin Capital Management Inc | 73,078 | $6.42M | 0.75% | −2,092−2.8% | Reduced |
| Royal Fund Management, LLC | 72,570 | $6.41M | 0.76% | −74,834−50.8% | Reduced |
| Berkshire Bank | 72,931 | $6.40M | 1.56% | −637−0.9% | Reduced |
| M&G Plc | 72,752 | $6.40M | 0.03% | −9,313−11.3% | Reduced |
| Herold Advisors, Inc. | 72,898 | $6.40M | 1.41% | −6,459−8.1% | Reduced |
| Novem Group | 72,682 | $6.38M | 0.90% | +1,037+1.4% | Added |
| Graypoint LLC | 72,595 | $6.37M | 0.40% | −608−0.8% | Reduced |
| Stonebrook Private Inc. | 72,482 | $6.36M | 1.65% | −224−0.3% | Reduced |
| SlateStone Wealth, LLC | 72,328 | $6.35M | 0.64% | −4,870−6.3% | Reduced |
| GKV Capital Management Co., Inc. | 72,266 | $6.34M | 3.15% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 72,175 | $6.34M | 0.60% | +3,290+4.8% | Added |
| StoneX Group Inc. | 72,045 | $6.33M | 0.35% | −1,088−1.5% | Reduced |
| Syon Capital LLC | 71,811 | $6.30M | 0.51% | +5,642+8.5% | Added |
| Silvant Capital Management LLC | 71,257 | $6.26M | 0.29% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 71,246 | $6.25M | 1.05% | +411+0.6% | Added |
| Wealthcare Advisory Partners LLC | 71,242 | $6.25M | 0.17% | −737−1.0% | Reduced |
| Callan Family Office, LLC | 71,024 | $6.24M | 0.47% | −24,928−26.0% | Reduced |
| Paradigm Financial Partners, LLC | 70,826 | $6.22M | 0.77% | −209−0.3% | Reduced |
| Bank of Hawaii | 70,729 | $6.21M | 0.36% | −2,321−3.2% | Reduced |
| Alerus Financial NA | 70,598 | $6.20M | 0.50% | −152−0.2% | Reduced |
| Ridgepath Capital Management LLC | 70,536 | $6.19M | 2.98% | +32,541+85.6% | Added |
| Keel Point, LLC | 70,348 | $6.18M | 0.48% | −6,470−8.4% | Reduced |
| Northcape Wealth Management, LLC | 70,314 | $6.17M | 1.99% | −1,941−2.7% | Reduced |
| Moloney Securities Asset Management, LLC | 70,294 | $6.17M | 0.83% | +14,713+26.5% | Added |
| Sentry LLC | 70,198 | $6.16M | 1.20% | +1,800+2.6% | Added |
| Smith, Salley & Associates | 69,983 | $6.14M | 0.40% | +483+0.7% | Added |
| Westfield Capital Management Co LP | 69,966 | $6.14M | 0.03% | +69,966 | New |
| Jamison Private Wealth Management, Inc. | 69,946 | $6.14M | 0.94% | −496−0.7% | Reduced |
| Stonebridge Financial Group, LLC | 69,913 | $6.14M | 0.65% | −379−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 68,138 | $6.12M | 0.31% | −10,996−13.9% | Reduced |
| Vectors Research Management, LLC | 69,636 | $6.11M | 2.14% | −46−0.1% | Reduced |
| LGT Fund Management Co Ltd. | 69,374 | $6.09M | 0.55% | −24,649−26.2% | Reduced |