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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 51,456 | $4.52M | 0.26% | −61−0.1% | Reduced |
| J. W. Coons Advisors, LLC | 51,393 | $4.51M | 1.19% | +900+1.8% | Added |
| North Star Investment Management Corp. | 51,392 | $4.51M | 0.33% | −772−1.5% | Reduced |
| Mattern Wealth Management LLC | 51,326 | $4.51M | 1.00% | +2,613+5.4% | Added |
| Newbridge Financial Services Group, Inc. | 51,051 | $4.48M | 1.09% | +10,818+26.9% | Added |
| Cohen Klingenstein LLC | 51,000 | $4.48M | 0.16% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 50,987 | $4.48M | 0.75% | +687+1.4% | Added |
| L & S Advisors Inc | 50,898 | $4.47M | 0.55% | −65,730−56.4% | Reduced |
| Quadcap Wealth Management, LLC | 50,790 | $4.46M | 0.65% | −4,518−8.2% | Reduced |
| SeaCrest Wealth Management, LLC | 50,762 | $4.46M | 0.50% | −15,306−23.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,727 | $4.45M | 2.49% | +20.0% | Added |
| GeoWealth Management, LLC | 50,523 | $4.44M | 0.18% | −19,608−28.0% | Reduced |
| Mather Group, LLC. | 50,393 | $4.42M | 0.05% | +1,290+2.6% | Added |
| Quadrant Private Wealth Management, LLC | 50,301 | $4.42M | 1.10% | +16,976+50.9% | Added |
| CFM Wealth Partners LLC | 50,382 | $4.42M | 0.78% | +2,776+5.8% | Added |
| Jefferies Financial Group Inc. | 50,379 | $4.42M | 0.08% | −216,818−81.1% | Reduced |
| Weaver Capital Management LLC | 50,363 | $4.42M | 1.18% | +3,588+7.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 50,361 | $4.42M | 0.41% | −8,939−15.1% | Reduced |
| Private Trust Co NA | 50,349 | $4.42M | 0.45% | −1,154−2.2% | Reduced |
| Peterson Wealth Management | 50,307 | $4.42M | 2.97% | +1,715+3.5% | Added |
| Brooks, Moore & Associates, Inc. | 50,307 | $4.42M | 2.49% | −500−1.0% | Reduced |
| MainStreet Investment Advisors LLC | 50,173 | $4.40M | 0.64% | +1,651+3.4% | Added |
| Benedict Financial Advisors Inc | 50,122 | $4.40M | 1.02% | −3,885−7.2% | Reduced |
| Shepherd Financial Partners LLC | 50,106 | $4.40M | 0.52% | +1,385+2.8% | Added |
| Atlantic Union Bankshares Corp | 50,014 | $4.39M | 0.27% | −439−0.9% | Reduced |
| Finivi Inc. | 50,004 | $4.39M | 3.53% | −468−0.9% | Reduced |
| Financial Security Advisor, Inc. | 49,692 | $4.37M | 1.11% | −1,980−3.8% | Reduced |
| Westover Capital Advisors, LLC | 49,810 | $4.37M | 0.97% | +8,409+20.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 49,678 | $4.36M | 0.87% | −12,113−19.6% | Reduced |
| Stratos Wealth Advisors, LLC | 49,658 | $4.36M | 0.24% | −2,707−5.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 49,648 | $4.36M | 1.54% | −3,441−6.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 49,502 | $4.36M | 0.40% | −6,041−10.9% | Reduced |
| CFS Investment Advisory Services, LLC | 49,580 | $4.35M | 0.39% | −706−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 49,499 | $4.35M | 0.15% | −3,373−6.4% | Reduced |
| Pines Wealth Management, LLC | 53,113 | $4.34M | 2.01% | −58−0.1% | Reduced |
| Lee Johnson Capital Management, LLC | 49,298 | $4.33M | 2.29% | −3,503−6.6% | Reduced |
| Ledyard National Bank | 49,235 | $4.32M | 0.43% | −69−0.1% | Reduced |
| AIMZ Investment Advisors, LLC | 49,128 | $4.31M | 1.51% | −47−0.1% | Reduced |
| David Loasby | 47,583 | $4.31M | 0.43% | +1,511+3.3% | Added |
| Duncker Streett & Co Inc | 48,997 | $4.30M | 0.85% | −410−0.8% | Reduced |
| Wambolt & Associates, LLC | 48,407 | $4.30M | 1.46% | −3,709−7.1% | Reduced |
| Summit Asset Management, LLC | 48,947 | $4.30M | 0.74% | −302−0.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 48,861 | $4.29M | 1.03% | +516+1.1% | Added |
| Rockline Wealth Management, LLC | 48,680 | $4.27M | 1.19% | +1,551+3.3% | Added |
| Wealth Alliance Advisory Group, LLC | 48,665 | $4.27M | 0.89% | +10,740+28.3% | Added |
| Essex Savings Bank | 48,649 | $4.27M | 1.05% | +2,876+6.3% | Added |
| HAP Trading, LLC | 48,626 | $4.27M | 1.52% | +48,626 | New |
| Peddock Capital Advisors, LLC | 48,606 | $4.27M | 1.08% | −1,076−2.2% | Reduced |
| Clough Capital Partners L P | 48,600 | $4.27M | 0.54% | +18,241+60.1% | Added |
| Kercheville Advisors, LLC | 48,557 | $4.26M | 1.74% | +6,227+14.7% | Added |
| Univest Financial Corp | 48,510 | $4.26M | 0.28% | −3,678−7.0% | Reduced |
| ORG Wealth Partners, LLC | 47,940 | $4.26M | 1.31% | +34,647+260.6% | Added |
| Miller Investment Management, LP | 48,450 | $4.25M | 0.47% | 00.0% | Unchanged |
| Profund Advisors LLC | 48,308 | $4.24M | 0.18% | +3,772+8.5% | Added |
| Essex Financial Services, Inc. | 48,279 | $4.24M | 0.31% | −3,599−6.9% | Reduced |
| Finer Wealth Management, Inc. | 48,229 | $4.23M | 2.54% | +96+0.2% | Added |
| ROI Financial Advisors, LLC | 48,194 | $4.23M | 3.07% | +5,030+11.7% | Added |
| BCJ Capital Management, LLC | 48,130 | $4.23M | 0.31% | −56,426−54.0% | Reduced |
| Naples Global Advisors, LLC | 48,005 | $4.22M | 0.40% | +481+1.0% | Added |
| Madden Securities Corp | 48,096 | $4.22M | 1.64% | +250+0.5% | Added |
| Cooper Financial Group | 48,048 | $4.22M | 0.56% | +1,090+2.3% | Added |
| Garrett Investment Advisors LLC | 48,039 | $4.22M | 0.41% | −5,102−9.6% | Reduced |
| Brendel Financial Advisors LLC | 48,004 | $4.21M | 2.56% | −8,612−15.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 47,956 | $4.21M | 0.56% | −3,736−7.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 47,684 | $4.19M | 0.27% | −939−1.9% | Reduced |
| CoreCap Advisors, LLC | 47,671 | $4.19M | 0.18% | −7,342−13.3% | Reduced |
| Alpha Cubed Investments, LLC | 47,583 | $4.18M | 0.19% | +17,522+58.3% | Added |
| Aspen Investment Management Inc | 47,502 | $4.17M | 1.92% | +1,609+3.5% | Added |
| Sunbelt Securities, Inc. | 47,459 | $4.17M | 0.37% | +5,909+14.2% | Added |
| Clarius Group, LLC | 47,428 | $4.16M | 0.26% | +9,047+23.6% | Added |
| Octavia Wealth Advisors, LLC | 47,233 | $4.16M | 0.50% | −516−1.1% | Reduced |
| Security National Bank of So Dak | 47,247 | $4.15M | 2.35% | −801−1.7% | Reduced |
| Golden State Equity Partners | 47,221 | $4.15M | 0.82% | −3,197−6.3% | Reduced |
| Avestar Capital, LLC | 46,995 | $4.13M | 0.39% | +14,499+44.6% | Added |
| Spirit of America Management Corp | 47,052 | $4.13M | 0.84% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 46,950 | $4.12M | 1.08% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 46,922 | $4.12M | 0.05% | −5,106−9.8% | Reduced |
| M Holdings Securities, Inc. | 46,866 | $4.11M | 0.68% | +6,097+15.0% | Added |
| Parkside Investments, LLC | 46,289 | $4.06M | 0.60% | −71,720−60.8% | Reduced |
| Accuvest Global Advisors | 46,272 | $4.06M | 3.46% | −15,672−25.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 46,207 | $4.06M | 0.66% | +398+0.9% | Added |
| Nebula Research & Development LLC | 46,098 | $4.05M | 0.37% | +11,846+34.6% | Added |
| Guardian Investment Management | 46,000 | $4.04M | 3.45% | −12,800−21.8% | Reduced |
| Northstar Asset Management LLC | 45,809 | $4.02M | 0.97% | −370−0.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 45,796 | $4.02M | 0.97% | −356−0.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 45,792 | $4.02M | 1.16% | +20.0% | Added |
| KC Investment Advisors, LLC | 45,774 | $4.02M | 0.89% | +22,196+94.1% | Added |
| Welch Group, LLC | 47,134 | $4.01M | 0.18% | +390+0.8% | Added |
| SageView Advisory Group, LLC | 45,691 | $4.01M | 0.17% | −1,018−2.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 45,673 | $4.01M | 3.12% | +606+1.3% | Added |
| Intrust Bank NA | 45,652 | $4.01M | 0.40% | +809+1.8% | Added |
| Stokes Family Office, LLC | 45,556 | $4.00M | 0.45% | +140.0% | Added |
| Bank of New Hampshire | 45,553 | $4.00M | 1.05% | −2,396−5.0% | Reduced |
| Evergreen Capital Management LLC | 45,370 | $3.99M | 0.13% | +1,290+2.9% | Added |
| Arvest Investments, Inc. | 45,456 | $3.99M | 0.63% | −2,722−5.6% | Reduced |
| Cozad Asset Management Inc | 45,456 | $3.99M | 0.40% | −2,021−4.3% | Reduced |
| Buckhead Capital Management LLC | 45,443 | $3.99M | 1.28% | −12,452−21.5% | Reduced |
| RD Lewis Holdings, Inc. | 40,384 | $3.99M | 4.52% | +124+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 45,230 | $3.97M | 0.74% | −21,980−32.7% | Reduced |
| Polymer Capital Management (HK) LTD | 45,177 | $3.97M | 0.69% | +813+1.8% | Added |