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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 60,065 | $5.27M | 0.10% | −10,523−14.9% | Reduced |
| Hengehold Capital Management LLC | 60,028 | $5.27M | 0.50% | −1,066−1.7% | Reduced |
| Sarasin & Partners LLP | 60,023 | $5.27M | 0.06% | +60,023 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $5.27M | 1.24% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 59,997 | $5.27M | 1.81% | −283−0.5% | Reduced |
| Foyston, Gordon, & Payne Inc | 59,850 | $5.25M | 1.30% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 59,744 | $5.24M | 0.15% | +3,917+7.0% | Added |
| Byrne Financial Freedom, LLC | 59,590 | $5.23M | 2.97% | −380−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 59,538 | $5.23M | 0.34% | +34,711+139.8% | Added |
| Fiduciary Alliance LLC | 59,451 | $5.22M | 0.51% | +2,737+4.8% | Added |
| SeaBridge Investment Advisors LLC | 59,425 | $5.22M | 1.13% | −1,153−1.9% | Reduced |
| MV Capital Management, Inc. | 59,117 | $5.19M | 0.56% | +1,149+2.0% | Added |
| Easterly Investment Partners LLC | 59,098 | $5.19M | 0.43% | −23,970−28.9% | Reduced |
| Krilogy Financial LLC | 59,075 | $5.19M | 0.34% | −7,956−11.9% | Reduced |
| Palisade Asset Management, LLC | 58,997 | $5.18M | 0.53% | −2,215−3.6% | Reduced |
| Greenline Partners, LLC | 58,983 | $5.18M | 0.75% | +207+0.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 58,877 | $5.17M | 0.87% | +10,110+20.7% | Added |
| Boston Partners | 58,872 | $5.17M | 0.01% | −20,970−26.3% | Reduced |
| BFSG, LLC | 58,850 | $5.17M | 0.63% | −2,839−4.6% | Reduced |
| Simplex Trading, LLC | 58,815 | $5.16M | 0.18% | +32,629+124.6% | Added |
| Berry Wealth Group, LP | 58,488 | $5.13M | 4.02% | −2,069−3.4% | Reduced |
| Checchi Capital Advisers, LLC | 58,394 | $5.13M | 0.36% | +2,642+4.7% | Added |
| Greenwood Capital Associates LLC | 58,214 | $5.11M | 0.69% | −24,711−29.8% | Reduced |
| Chicago Partners Investment Group LLC | 51,436 | $5.08M | 0.17% | +11,238+28.0% | Added |
| Harvest Fund Management Co., Ltd | 56,148 | $5.08M | 0.25% | +428+0.8% | Added |
| Snider Financial Group | 57,803 | $5.07M | 1.65% | −3,878−6.3% | Reduced |
| Nvest Financial, LLC | 57,733 | $5.07M | 2.71% | −2,925−4.8% | Reduced |
| KG&L Capital Management,LLC | 57,723 | $5.07M | 1.64% | +6,946+13.7% | Added |
| FourThought Financial Partners, LLC | 57,669 | $5.06M | 0.53% | −2,294−3.8% | Reduced |
| Guardian Wealth Advisors, LLC | 57,604 | $5.06M | 0.40% | +576+1.0% | Added |
| Parkside Financial Bank & Trust | 57,583 | $5.06M | 0.64% | +460+0.8% | Added |
| Citizens Business Bank | 57,418 | $5.04M | 1.09% | +17,389+43.4% | Added |
| Allen Capital Group, LLC | 57,366 | $5.04M | 0.58% | +5,111+9.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 57,346 | $5.03M | 1.96% | +2,066+3.7% | Added |
| Financial Advisory Partners, LLC | 57,331 | $5.03M | 1.68% | −2,456−4.1% | Reduced |
| E Fund Management Co., Ltd. | 57,233 | $5.02M | 0.24% | −3,785−6.2% | Reduced |
| Y.D. More Investments Ltd | 56,934 | $5.00M | 0.44% | +11,273+24.7% | Added |
| Bensler, LLC | 56,834 | $4.99M | 0.62% | −18,651−24.7% | Reduced |
| Kampmann Melissa S. | 56,789 | $4.99M | 3.94% | −3,898−6.4% | Reduced |
| Simplicity Wealth,LLC | 56,775 | $4.98M | 0.39% | +44,106+348.1% | Added |
| IPG Investment Advisors LLC | 56,540 | $4.97M | 1.13% | +22,930+68.2% | Added |
| Graham Capital Management, L.P. | 56,641 | $4.97M | 0.16% | −27,107−32.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 56,595 | $4.97M | 1.77% | −1,648−2.8% | Reduced |
| Kingsman Wealth Management, Inc. | 56,583 | $4.97M | 3.63% | +56,583 | New |
| Bowen Hanes & Co Inc | 56,240 | $4.94M | 0.14% | +260+0.5% | Added |
| Diversify Advisory Services, LLC | 51,361 | $4.93M | 0.31% | +31,051+152.9% | Added |
| Ausdal Financial Partners, Inc. | 56,072 | $4.92M | 0.37% | +14,628+35.3% | Added |
| Fulton Bank, N.A. | 55,929 | $4.91M | 0.20% | −1,939−3.4% | Reduced |
| Fairvoy Private Wealth, LLC | 55,869 | $4.90M | 1.35% | −6,150−9.9% | Reduced |
| Coastline Trust Co | 55,753 | $4.89M | 0.61% | +13,091+30.7% | Added |
| Aries Wealth Management | 55,455 | $4.87M | 1.32% | −312−0.6% | Reduced |
| Mitchell Sinkler & Starr | 55,360 | $4.86M | 1.36% | −3,464−5.9% | Reduced |
| Hollow Brook Wealth Management LLC | 55,240 | $4.85M | 1.43% | −1,626−2.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 55,186 | $4.84M | 0.33% | +54,842+15,942.4% | Added |
| Hixon Zuercher, LLC | 55,175 | $4.84M | 1.71% | −20,281−26.9% | Reduced |
| Gryphon Financial Partners LLC | 55,087 | $4.84M | 0.70% | +5,212+10.5% | Added |
| Westmount Partners, LLC | 55,077 | $4.84M | 1.47% | −753−1.3% | Reduced |
| Monument Capital Management | 55,004 | $4.83M | 1.48% | +26,685+94.2% | Added |
| Riverview Capital Advisers, LLC | 54,987 | $4.83M | 1.52% | +70.0% | Added |
| Crestwood Advisors Group LLC | 54,974 | $4.83M | 0.09% | +8,675+18.7% | Added |
| Kathmere Capital Management, LLC | 54,762 | $4.81M | 0.41% | +107+0.2% | Added |
| Milestone Asset Management, LLC | 54,659 | $4.80M | 1.02% | +33,370+156.7% | Added |
| Horan Capital Advisors, LLC. | 54,463 | $4.78M | 1.61% | −14,490−21.0% | Reduced |
| AMJ Financial Wealth Management | 54,419 | $4.78M | 1.43% | +2,704+5.2% | Added |
| Delta Financial Advisors LLC | 54,083 | $4.75M | 1.78% | +269+0.5% | Added |
| Alps Advisors Inc | 53,942 | $4.74M | 0.03% | −930−1.7% | Reduced |
| Resources Management Corp | 53,888 | $4.73M | 0.67% | −572−1.1% | Reduced |
| Meridian Investment Counsel Inc. | 53,798 | $4.72M | 1.39% | −150−0.3% | Reduced |
| Trust Point Inc. | 53,555 | $4.70M | 0.43% | −6,036−10.1% | Reduced |
| SCS Capital Management LLC | 53,467 | $4.70M | 0.06% | +53,467 | New |
| Mission Wealth Management, LP | 53,485 | $4.70M | 0.12% | +3,455+6.9% | Added |
| Mendel Capital Management LLC | 53,271 | $4.68M | 2.83% | +899+1.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 53,124 | $4.66M | 0.18% | −3,816−6.7% | Reduced |
| Insigneo Advisory Services, LLC | 53,086 | $4.66M | 0.48% | +6,307+13.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 53,071 | $4.66M | 0.96% | +2,194+4.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 53,024 | $4.65M | 0.43% | +5,425+11.4% | Added |
| Lincluden Management Ltd | 53,005 | $4.65M | 0.59% | +11,241+26.9% | Added |
| Trifecta Capital Advisors, LLC | 52,939 | $4.65M | 0.97% | −630−1.2% | Reduced |
| Smartleaf Asset Management LLC | 54,521 | $4.64M | 0.45% | +2,651+5.1% | Added |
| Northstar Group, Inc. | 52,813 | $4.64M | 0.75% | −937−1.7% | Reduced |
| Xcel Wealth Management, LLC | 52,738 | $4.63M | 1.44% | −7,228−12.1% | Reduced |
| Redwood Investments, LLC | 52,689 | $4.63M | 1.73% | −242−0.5% | Reduced |
| Weatherly Asset Management L. P. | 52,444 | $4.61M | 0.41% | +4,348+9.0% | Added |
| JT Stratford LLC | 52,542 | $4.61M | 0.82% | −1,891−3.5% | Reduced |
| JPL Wealth Management, LLC | 52,471 | $4.61M | 1.31% | −5,729−9.8% | Reduced |
| Broadwater Capital Management LLC | 52,367 | $4.60M | 3.60% | −425−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 52,252 | $4.59M | 0.41% | +1,394+2.7% | Added |
| Successful Portfolios LLC | 52,141 | $4.58M | 3.11% | +50.0% | Added |
| Trivant Custom Portfolio Group, LLC | 52,081 | $4.57M | 2.63% | −562−1.1% | Reduced |
| Qtron Investments LLC | 52,068 | $4.57M | 0.68% | −849−1.6% | Reduced |
| Independence Bank of Kentucky | 52,056 | $4.57M | 0.71% | +197+0.4% | Added |
| Caption Management, LLC | 52,000 | $4.57M | 0.21% | +52,000 | New |
| Harbor Investment Advisory, LLC | 51,990 | $4.56M | 0.44% | +144+0.3% | Added |
| Means Investment Co., Inc. | 51,866 | $4.55M | 0.48% | −17,496−25.2% | Reduced |
| Delos Wealth Advisors, LLC | 51,755 | $4.54M | 3.60% | +250+0.5% | Added |
| Thomasville National Bank | 51,750 | $4.54M | 0.33% | −3,361−6.1% | Reduced |
| Waldron Private Wealth LLC | 51,608 | $4.54M | 0.21% | −28,075−35.2% | Reduced |
| Pacifica Partners Inc. | 52,013 | $4.54M | 2.07% | −1,324−2.5% | Reduced |
| Wealth Group, Ltd. | 51,662 | $4.54M | 2.94% | −363−0.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 51,475 | $4.53M | 2.01% | −7,216−12.3% | Reduced |