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 |
|---|---|---|---|---|---|
| William Blair Investment Management, LLC | 574,624 | $50.4M | 0.14% | +130,692+29.4% | Added |
| Kovitz Investment Group Partners, LLC | 560,157 | $49.2M | 0.25% | +143,395+34.4% | Added |
| Lido Advisors, LLC | 558,467 | $49.1M | 0.29% | +184,424+49.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 557,574 | $48.9M | 0.83% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 554,849 | $48.7M | 0.15% | +32,862+6.3% | Added |
| Anomaly Capital Management, LP | 551,351 | $48.4M | 2.25% | +551,351 | New |
| Davidson Investment Advisors | 551,080 | $48.4M | 2.39% | −1,717−0.3% | Reduced |
| Central Trust Co | 548,444 | $48.1M | 1.18% | −9,921−1.8% | Reduced |
| Kornitzer Capital Management Inc | 537,802 | $47.2M | 0.97% | −3,832−0.7% | Reduced |
| Swiss Life Asset Management Ltd | 535,231 | $47.0M | 0.34% | +21,504+4.2% | Added |
| State of Alaska, Department of Revenue | 534,559 | $46.9M | 0.53% | +13,290+2.5% | Added |
| Mutual of America Capital Management LLC | 528,514 | $46.4M | 0.53% | −16,865−3.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 527,834 | $46.3M | 0.52% | −210,030−28.5% | Reduced |
| Heritage Investors Management Corp | 525,315 | $46.1M | 1.58% | −5,711−1.1% | Reduced |
| Welch & Forbes LLC | 520,363 | $45.7M | 0.60% | +7,816+1.5% | Added |
| OP Asset Management Ltd | 519,018 | $45.6M | 0.77% | +519,018 | New |
| Reuter James Wealth Management, LLC | 518,566 | $45.5M | 7.92% | −160.0% | Reduced |
| MAI Capital Management | 516,136 | $45.3M | 0.34% | −4,783−0.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 515,890 | $45.3M | 11.14% | +5,811+1.1% | Added |
| Wealthfront Advisers LLC | 515,381 | $45.2M | 0.12% | +22,594+4.6% | Added |
| Flossbach Von Storch AG | 512,554 | $45.0M | 0.19% | −597,194−53.8% | Reduced |
| WestEnd Advisors, LLC | 511,054 | $44.9M | 1.19% | −17,131−3.2% | Reduced |
| Tocqueville Asset Management L.P. | 507,917 | $44.6M | 0.73% | −64,431−11.3% | Reduced |
| Delta Asset Management LLC | 507,274 | $44.5M | 4.23% | −13,420−2.6% | Reduced |
| Heritage Wealth Advisors | 501,111 | $44.0M | 2.23% | +528+0.1% | Added |
| Pathstone Holdings, LLC | 499,898 | $43.9M | 0.19% | +8,242+1.7% | Added |
| Susquehanna Fundamental Investments, LLC | 497,899 | $43.7M | 0.73% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 496,318 | $43.6M | 0.94% | −5,805−1.2% | Reduced |
| Paralel Advisors LLC | 495,000 | $43.5M | 1.81% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 492,183 | $43.2M | 0.61% | +5,749+1.2% | Added |
| Oppenheimer & Co Inc | 484,613 | $42.5M | 0.64% | −5,736−1.2% | Reduced |
| J. Safra Sarasin Holding AG | 481,955 | $42.3M | 0.77% | +15,719+3.4% | Added |
| Argent Trust Co | 476,254 | $41.8M | 1.72% | −5,344−1.1% | Reduced |
| Nearwater Capital Markets, Ltd | 475,000 | $41.7M | 1.19% | −470,338−49.8% | Reduced |
| Andra AP-fonden | 471,188 | $41.4M | 0.68% | −11,212−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 467,823 | $41.1M | 0.46% | +11,792+2.6% | Added |
| Martingale Asset Management L P | 467,017 | $41.0M | 1.04% | −26,731−5.4% | Reduced |
| Federated Hermes, Inc. | 463,030 | $40.6M | 0.09% | −151,091−24.6% | Reduced |
| Farmers & Merchants Investments Inc | 460,356 | $40.4M | 1.28% | −14,966−3.1% | Reduced |
| Seizert Capital Partners, LLC | 459,029 | $40.3M | 1.85% | −50,771−10.0% | Reduced |
| Brandywine Global Investment Management, LLC | 455,029 | $39.9M | 0.29% | +84,817+22.9% | Added |
| Kames Capital plc | 454,819 | $39.9M | 0.58% | −63,102−12.2% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 448,900 | $39.4M | 0.22% | +448,900 | New |
| Jones Financial Companies LLLP | 461,806 | $39.4M | 0.04% | +133,134+40.5% | Added |
| Elo Mutual Pension Insurance Co | 444,646 | $39.0M | 0.88% | +41,192+10.2% | Added |
| Adviser Investments LLC | 444,602 | $39.0M | 0.49% | −106,013−19.3% | Reduced |
| Montrusco Bolton Investments Inc. | 442,485 | $38.8M | 0.51% | −23,862−5.1% | Reduced |
| Avanza Fonder AB | 428,153 | $38.4M | 1.26% | −1,328−0.3% | Reduced |
| Letko, Brosseau & Associates Inc | 433,311 | $38.0M | 0.81% | −280,315−39.3% | Reduced |
| Berkshire Asset Management LLC | 390,151 | $38.0M | 1.82% | −212,903−35.3% | Reduced |
| United Capital Financial Advisers, LLC | 430,939 | $37.8M | 0.32% | −77,147−15.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 426,920 | $37.5M | 1.09% | +32,650+8.3% | Added |
| Motley Fool Asset Management LLC | 413,429 | $36.3M | 2.03% | +6,166+1.5% | Added |
| iA Global Asset Management Inc. | 412,585 | $36.2M | 0.62% | −73,927−15.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 407,248 | $35.8M | 0.53% | −4,999−1.2% | Reduced |
| Gradient Investments LLC | 407,929 | $35.8M | 0.72% | +51,647+14.5% | Added |
| Sapient Capital LLC | 404,477 | $35.6M | 0.70% | −5,600−1.4% | Reduced |
| Cypress Funds LLC | 404,749 | $35.5M | 4.94% | +404,749 | New |
| Chilton Capital Management LLC | 403,049 | $35.4M | 1.53% | +378,087+1,514.7% | Added |
| Saratoga Research & Investment Management | 402,731 | $35.4M | 1.87% | −65,587−14.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 398,569 | $35.1M | 0.85% | −3,951−1.0% | Reduced |
| Dearborn Partners LLC | 398,784 | $35.0M | 1.68% | −90,543−18.5% | Reduced |
| D.A. Davidson & Co. | 394,203 | $34.6M | 0.28% | +23,648+6.4% | Added |
| Massmutual Trust Co FSB | 394,187 | $34.6M | 1.00% | −3,856−1.0% | Reduced |
| Brown Advisory Inc | 393,627 | $34.6M | 0.05% | −3,481−0.9% | Reduced |
| Oakworth Capital, Inc. | 392,641 | $34.5M | 2.40% | −12,232−3.0% | Reduced |
| Peapack Gladstone Financial Corp | 390,116 | $34.2M | 0.51% | −22,149−5.4% | Reduced |
| Clearstead Advisors, LLC | 388,419 | $34.1M | 0.53% | +3,956+1.0% | Added |
| Kestra Private Wealth Services, LLC | 387,571 | $34.0M | 0.57% | +8,797+2.3% | Added |
| HB Wealth Management, LLC | 387,260 | $34.0M | 0.29% | +37,623+10.8% | Added |
| Rakuten Investment Management, Inc. | 398,716 | $34.0M | 0.16% | +398,716 | New |
| Vestcor Inc | 384,725 | $33.8M | 1.14% | −68,049−15.0% | Reduced |
| Shelton Capital Management | 381,652 | $33.5M | 0.80% | +237,714+165.2% | Added |
| Toroso Investments, LLC | 381,612 | $33.5M | 0.28% | +225,033+143.7% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 381,019 | $33.4M | 1.36% | +83,781+28.2% | Added |
| Vident Advisory, LLC | 378,831 | $33.3M | 0.49% | −129,945−25.5% | Reduced |
| BNP Paribas | 358,160 | $33.0M | 1.37% | −79,657−18.2% | Reduced |
| PGGM Investments | 374,450 | $32.9M | 0.44% | +374,450 | New |
| Oregon Public Employees Retirement Fund | 372,796 | $32.7M | 0.63% | +720+0.2% | Added |
| Americana Partners, LLC | 369,302 | $32.4M | 1.26% | +1,064+0.3% | Added |
| Woodline Partners LP | 366,499 | $32.2M | 0.21% | +105,824+40.6% | Added |
| Concurrent Investment Advisors, LLC | 366,361 | $32.2M | 0.78% | +29,475+8.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 366,117 | $32.1M | 1.71% | −4,808−1.3% | Reduced |
| Country Club Bank | 376,743 | $32.1M | 2.16% | −4,122−1.1% | Reduced |
| Northeast Investment Management | 364,261 | $32.0M | 1.49% | +8,634+2.4% | Added |
| Massachusetts Financial Services Co | 363,831 | $31.9M | 0.01% | −81,632−18.3% | Reduced |
| Pinnacle Associates Ltd | 362,818 | $31.9M | 0.47% | −2,681−0.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 360,343 | $31.6M | 1.26% | −46,600−11.5% | Reduced |
| Howland Capital Management LLC | 357,931 | $31.5M | 1.40% | +6,441+1.8% | Added |
| Lighthouse Investment Partners, LLC | 356,713 | $31.3M | 1.43% | +356,713 | New |
| Novare Capital Management LLC | 353,905 | $31.1M | 2.71% | −23,240−6.2% | Reduced |
| Dnca Finance | 353,520 | $31.0M | 2.58% | +121,188+52.2% | Added |
| Crawford Investment Counsel Inc | 353,200 | $31.0M | 0.55% | −21,996−5.9% | Reduced |
| Great West Life Assurance Co | 352,686 | $31.0M | 0.05% | −20,600−5.5% | Reduced |
| Coleford Investment Management Ltd. | 349,330 | $30.7M | 8.63% | −9,955−2.8% | Reduced |
| Mizuho Securities USA LLC | 347,345 | $30.5M | 0.66% | −64,051−15.6% | Reduced |
| GW Henssler & Associates Ltd | 344,105 | $30.2M | 1.73% | −370.0% | Reduced |
| Atria Investments LLC | 342,083 | $30.0M | 0.38% | −3,255−0.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 340,585 | $29.9M | 0.79% | −422,588−55.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 339,100 | $29.8M | 0.27% | −134,000−28.3% | Reduced |