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 |
|---|---|---|---|---|---|
| Diversify Wealth Management, LLC | 63,318 | $6.08M | 0.45% | −7,497−10.6% | Reduced |
| LaFleur & Godfrey LLC | 69,035 | $6.06M | 0.82% | −507−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 68,749 | $6.04M | 0.08% | +2,228+3.3% | Added |
| 180 Wealth Advisors, LLC | 68,661 | $6.03M | 0.96% | −903−1.3% | Reduced |
| Appleton Partners Inc | 68,547 | $6.02M | 0.47% | +5,049+8.0% | Added |
| NWF Advisory Services Inc. | 68,424 | $6.01M | 0.84% | −9,616−12.3% | Reduced |
| Columbus Macro, LLC | 68,330 | $6.00M | 0.79% | −13,677−16.7% | Reduced |
| Arete Wealth Advisors, LLC | 68,026 | $5.97M | 0.46% | +7,734+12.8% | Added |
| Tower Bridge Advisors | 67,870 | $5.96M | 0.67% | −20,862−23.5% | Reduced |
| Arrow Capital Pty Ltd | 65,000 | $5.95M | 7.44% | −35,000−35.0% | Reduced |
| Conning Inc. | 67,602 | $5.93M | 0.21% | −5,280−7.2% | Reduced |
| Saranac Partners Ltd | 67,335 | $5.91M | 3.36% | −11,502−14.6% | Reduced |
| AMG National Trust Bank | 67,258 | $5.90M | 0.17% | +2,671+4.1% | Added |
| Gamco Investors, Inc. Et Al | 67,240 | $5.90M | 0.06% | −2,221−3.2% | Reduced |
| Wedmont Private Capital | 63,541 | $5.90M | 0.30% | −384−0.6% | Reduced |
| Farmers Trust Co | 67,037 | $5.89M | 1.11% | −66,631−49.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 67,023 | $5.88M | 3.06% | −569−0.8% | Reduced |
| Equitable Trust Co | 67,012 | $5.88M | 0.33% | −516−0.8% | Reduced |
| R.H. Investment Group, LLC | 66,924 | $5.88M | 5.65% | −1,250−1.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 66,632 | $5.87M | 1.05% | −25,856−28.0% | Reduced |
| Capital Planning Advisors, LLC | 66,682 | $5.85M | 0.90% | −3,021−4.3% | Reduced |
| Archford Capital Strategies, LLC | 66,660 | $5.85M | 0.86% | +28,659+75.4% | Added |
| Gilder Gagnon Howe & Co LLC | 66,426 | $5.83M | 0.08% | −753−1.1% | Reduced |
| Sterling Capital Management LLC | 66,423 | $5.83M | 0.09% | −10.0% | Reduced |
| Woodmont Investment Counsel LLC | 66,381 | $5.83M | 0.42% | −4,487−6.3% | Reduced |
| Spears Abacus Advisors LLC | 66,371 | $5.83M | 0.13% | +18,999+40.1% | Added |
| Aaron Wealth Advisors | 66,244 | $5.82M | 0.67% | +841+1.3% | Added |
| HBK Sorce Advisory LLC | 66,206 | $5.81M | 0.17% | +1,741+2.7% | Added |
| Beck Bode, LLC | 66,071 | $5.80M | 1.08% | +66,071 | New |
| Geneos Wealth Management Inc. | 65,934 | $5.79M | 0.19% | +4,382+7.1% | Added |
| Slow Capital, Inc. | 65,863 | $5.79M | 0.77% | −79−0.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 65,913 | $5.79M | 0.08% | +60,915+1,218.8% | Added |
| Commerzbank Aktiengesellschaft | 65,798 | $5.78M | 0.13% | +4,926+8.1% | Added |
| NorthRock Partners, LLC | 65,539 | $5.76M | 0.19% | +2,957+4.7% | Added |
| First National Bank of Omaha | 65,646 | $5.76M | 0.39% | −10,934−14.3% | Reduced |
| Diversified Investment Strategies, LLC | 65,640 | $5.76M | 3.91% | −1,180−1.8% | Reduced |
| Rossmore Private Capital | 65,616 | $5.76M | 0.71% | +1,001+1.5% | Added |
| Gifford Fong Associates | 65,550 | $5.75M | 1.43% | 00.0% | Unchanged |
| 1st Source Bank | 65,549 | $5.75M | 0.34% | +300.0% | Added |
| Stablepoint Partners, LLC | 65,536 | $5.75M | 1.04% | −13,115−16.7% | Reduced |
| Nations Financial Group Inc, | 65,500 | $5.75M | 0.44% | −5,829−8.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 65,451 | $5.75M | 0.70% | −446−0.7% | Reduced |
| Citizens National Bank Trust Department | 65,127 | $5.72M | 1.22% | −320.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 64,839 | $5.69M | 1.15% | +1,234+1.9% | Added |
| Cornerstone Wealth Group, LLC | 64,834 | $5.69M | 0.47% | +3,627+5.9% | Added |
| Capital Advisors Inc | 64,806 | $5.69M | 0.11% | +2,902+4.7% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 70,000 | $5.69M | 0.81% | +70,000 | New |
| Flagship Harbor Advisors, LLC | 64,787 | $5.69M | 0.30% | +706+1.1% | Added |
| Abn Amro Investment Solutions | 64,747 | $5.68M | 0.12% | −3,000−4.4% | Reduced |
| Continuum Advisory, LLC | 64,575 | $5.67M | 0.73% | +2,018+3.2% | Added |
| Douglass Winthrop Advisors, LLC | 64,534 | $5.67M | 0.11% | −816−1.2% | Reduced |
| Claret Asset Management Corp | 64,523 | $5.66M | 0.82% | +1,270+2.0% | Added |
| Roman Butler Fullerton & Co | 60,237 | $5.66M | 2.20% | +542+0.9% | Added |
| Te Ahumairangi Investment Management Ltd | 64,345 | $5.65M | 1.20% | −15,861−19.8% | Reduced |
| Ingalls & Snyder LLC | 64,296 | $5.64M | 0.19% | −267−0.4% | Reduced |
| Integrated Advisors Network LLC | 64,245 | $5.64M | 0.29% | −2,086−3.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 64,213 | $5.64M | 1.12% | −22,162−25.7% | Reduced |
| Family Legacy, Inc. | 64,166 | $5.63M | 1.93% | −2,974−4.4% | Reduced |
| Ocean Capital Management, LLC | 64,076 | $5.63M | 1.34% | −260.0% | Reduced |
| Telos Capital Management, Inc. | 63,946 | $5.61M | 0.61% | +2,079+3.4% | Added |
| Schonfeld Strategic Advisors LLC | 63,936 | $5.61M | 0.04% | −334,517−84.0% | Reduced |
| Blue Fin Capital, Inc. | 63,722 | $5.59M | 1.09% | +337+0.5% | Added |
| CWA Asset Management Group, LLC | 63,657 | $5.59M | 0.27% | +3,579+6.0% | Added |
| Liberty One Investment Management, LLC | 63,613 | $5.58M | 0.57% | −365−0.6% | Reduced |
| Talon Private Wealth, LLC | 63,329 | $5.56M | 0.75% | −467−0.7% | Reduced |
| Hutner Capital Management Inc | 63,281 | $5.56M | 2.37% | −1,352−2.1% | Reduced |
| Valmark Advisers, Inc. | 63,161 | $5.54M | 0.08% | −164−0.3% | Reduced |
| OneAscent Financial Services LLC | 62,692 | $5.54M | 0.36% | +33,893+117.7% | Added |
| LGT Group Foundation | 63,020 | $5.53M | 0.08% | +4,163+7.1% | Added |
| High Note Wealth, LLC | 63,019 | $5.53M | 1.37% | −250.0% | Reduced |
| Moody National Bank Trust Division | 62,964 | $5.53M | 0.58% | −1,162−1.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 62,842 | $5.52M | 0.36% | −1,166−1.8% | Reduced |
| Western Wealth Management, LLC | 62,774 | $5.51M | 0.37% | −20,449−24.6% | Reduced |
| Exeter Financial, LLC | 62,733 | $5.51M | 2.47% | −12,776−16.9% | Reduced |
| Hudson Capital Management LLC | 62,471 | $5.48M | 1.67% | −297−0.5% | Reduced |
| Bridge Creek Capital Management LLC | 62,241 | $5.46M | 1.72% | +156+0.3% | Added |
| Modern Wealth Management, LLC | 62,202 | $5.46M | 0.17% | +8,234+15.3% | Added |
| Councilmark Asset Management, LLC | 62,120 | $5.45M | 3.68% | −100−0.2% | Reduced |
| Robbins Farley LLC | 62,083 | $5.45M | 2.89% | +15,883+34.4% | Added |
| Northwest & Ethical Investments L.P. | 62,093 | $5.45M | 0.15% | −83,705−57.4% | Reduced |
| Regal Investment Advisors LLC | 62,037 | $5.45M | 0.44% | −19,563−24.0% | Reduced |
| Atomi Financial Group, Inc. | 61,894 | $5.43M | 0.25% | −1,251−2.0% | Reduced |
| Inscription Capital, LLC | 89,962 | $5.41M | 0.90% | +89,962 | New |
| Compass Wealth Management LLC | 61,420 | $5.39M | 1.37% | −2,225−3.5% | Reduced |
| Peninsula Asset Management Inc | 61,412 | $5.39M | 2.99% | −1,470−2.3% | Reduced |
| First National Advisers, LLC | 61,389 | $5.39M | 0.86% | −11,401−15.7% | Reduced |
| SPC Financial, Inc. | 61,372 | $5.39M | 0.47% | −1,684−2.7% | Reduced |
| Hall Capital Management Co Inc | 61,361 | $5.39M | 2.50% | −2,559−4.0% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 61,224 | $5.37M | 1.02% | −3,669−5.7% | Reduced |
| Raiffeisen Bank International AG | 62,844 | $5.35M | 0.09% | −6,197−9.0% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 60,887 | $5.35M | 1.10% | −15,071−19.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 60,880 | $5.34M | 0.69% | −3,793−5.9% | Reduced |
| Smith, Moore & Co. | 60,701 | $5.33M | 0.49% | −3,354−5.2% | Reduced |
| Hoey Investments, Inc | 60,570 | $5.32M | 1.05% | +7,741+14.7% | Added |
| DSG Capital Advisors, LLC | 60,435 | $5.31M | 1.07% | −13,494−18.3% | Reduced |
| Plancorp, LLC | 60,314 | $5.29M | 0.21% | +6,628+12.3% | Added |
| Good Life Advisors, LLC | 60,175 | $5.28M | 0.37% | +393+0.7% | Added |
| Kanawha Capital Management LLC | 60,130 | $5.28M | 0.41% | +2,442+4.2% | Added |
| Frank, Rimerman Advisors LLC | 60,077 | $5.27M | 0.42% | +3,121+5.5% | Added |
| Rahlfs Capital, LLC | 60,069 | $5.27M | 5.28% | −975−1.6% | Reduced |