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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 338,214 | $29.8M | 1.04% | +1,453+0.4% | Added |
| Prospera Financial Services Inc | 338,775 | $29.7M | 0.68% | −9,891−2.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 336,460 | $29.6M | 1.45% | +99,150+41.8% | Added |
| Independent Advisor Alliance | 334,211 | $29.3M | 0.97% | −18,539−5.3% | Reduced |
| Choate Investment Advisors | 331,947 | $29.1M | 0.72% | +30,470+10.1% | Added |
| Cullen Investment Group, Ltd. | 325,170 | $28.5M | 4.33% | −2,187−0.7% | Reduced |
| Bridgewater Associates, LP | 325,053 | $28.5M | 0.13% | −454,434−58.3% | Reduced |
| Apollon Wealth Management, LLC | 322,048 | $28.3M | 0.62% | +77,135+31.5% | Added |
| TCG Advisory Services, LLC | 321,887 | $28.3M | 1.14% | +19,184+6.3% | Added |
| Twinbeech Capital LP | 321,057 | $28.2M | 0.51% | +321,057 | New |
| Capstone Investment Advisors, LLC | 320,508 | $28.1M | 0.26% | +257,210+406.3% | Added |
| Capital Investment Counsel, Inc | 318,951 | $28.0M | 4.18% | +17,528+5.8% | Added |
| Cornerstone Advisors, LLC | 318,400 | $28.0M | 1.20% | −42,100−11.7% | Reduced |
| Pacer Advisors, Inc. | 314,652 | $27.6M | 0.07% | −56,466−15.2% | Reduced |
| Ieq Capital, LLC | 314,466 | $27.6M | 0.22% | −28,570−8.3% | Reduced |
| Eisler Capital Management Ltd. | 314,164 | $27.6M | 0.83% | +314,164 | New |
| Destination Wealth Management | 314,012 | $27.6M | 0.87% | −18,059−5.4% | Reduced |
| Bard Financial Services, Inc. | 312,195 | $27.4M | 3.35% | +250.0% | Added |
| Sonora Investment Management Group, LLC | 311,699 | $27.4M | 2.17% | −330.0% | Reduced |
| Waterloo Capital, L.P. | 310,186 | $27.2M | 2.53% | +5,343+1.8% | Added |
| Triglav Skladi, D.O.O. | 309,942 | $27.2M | 2.29% | +18,536+6.4% | Added |
| BancorpSouth Bank | 307,974 | $27.0M | 1.93% | −2,787−0.9% | Reduced |
| Wesbanco Bank Inc | 306,424 | $26.9M | 0.93% | +14,398+4.9% | Added |
| Meeder Asset Management Inc | 306,099 | $26.9M | 1.81% | +460.0% | Added |
| Community Trust & Investment Co | 305,637 | $26.8M | 1.72% | −21,095−6.5% | Reduced |
| Beck Mack & Oliver LLC | 305,626 | $26.8M | 0.54% | −7,758−2.5% | Reduced |
| Asset Advisors Investment Management, LLC | 305,548 | $26.8M | 2.82% | −746−0.2% | Reduced |
| New Wave Wealth Advisors LLC | 304,780 | $26.8M | 11.99% | −10,547−3.3% | Reduced |
| Rafferty Asset Management, LLC | 302,753 | $26.6M | 0.11% | −78,375−20.6% | Reduced |
| Willis Investment Counsel | 302,195 | $26.5M | 1.78% | −83,000−21.5% | Reduced |
| First National Trust Co | 301,705 | $26.5M | 1.07% | −8,461−2.7% | Reduced |
| Fred Alger Management, LLC | 300,680 | $26.5M | 0.15% | −26,821−8.2% | Reduced |
| Warren Averett Asset Management, LLC | 301,483 | $26.5M | 0.32% | −2,338−0.8% | Reduced |
| Verition Fund Management LLC | 299,769 | $26.3M | 0.15% | −51,004−14.5% | Reduced |
| ExodusPoint Capital Management, LP | 298,809 | $26.2M | 0.35% | +106,795+55.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 296,945 | $26.1M | 0.27% | +86,299+41.0% | Added |
| Kentucky Retirement Systems | 296,446 | $26.0M | 0.79% | −2,035−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 296,169 | $26.0M | 0.46% | +64,539+27.9% | Added |
| Snowden Capital Advisors LLC | 291,537 | $25.7M | 0.82% | +23,450+8.7% | Added |
| Washington Trust Co | 291,459 | $25.6M | 0.98% | −3,952−1.3% | Reduced |
| Vontobel Holding Ltd. | 290,542 | $25.5M | 0.09% | +12,227+4.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 290,246 | $25.5M | 1.03% | −58,097−16.7% | Reduced |
| Axxcess Wealth Management, LLC | 288,967 | $25.4M | 0.69% | +14,721+5.4% | Added |
| NEOS Investment Management LLC | 288,494 | $25.3M | 0.48% | +55,495+23.8% | Added |
| Pensionmark Financial Group, LLC | 285,291 | $25.0M | 0.65% | +13,776+5.1% | Added |
| Lathrop Investment Management Corp | 283,705 | $24.9M | 4.94% | −24,904−8.1% | Reduced |
| HM Payson & Co | 283,682 | $24.9M | 0.44% | +467+0.2% | Added |
| American National Bank | 283,638 | $24.9M | 2.76% | +20,878+7.9% | Added |
| GDS Wealth Management | 283,514 | $24.9M | 2.12% | +1,921+0.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 282,353 | $24.8M | 2.77% | −6,295−2.2% | Reduced |
| Absher Wealth Management, LLC | 278,799 | $24.5M | 3.21% | −63,953−18.7% | Reduced |
| Tompkins Financial Corp | 276,311 | $24.3M | 2.32% | −5,266−1.9% | Reduced |
| Bollard Group LLC | 275,370 | $24.2M | 0.63% | +511+0.2% | Added |
| Bradley Foster & Sargent Inc | 274,128 | $24.1M | 0.41% | +51,289+23.0% | Added |
| Allworth Financial LP | 250,697 | $24.0M | 0.14% | +34,203+15.8% | Added |
| TCTC Holdings, LLC | 271,019 | $23.8M | 0.84% | +2,091+0.8% | Added |
| Azimuth Capital Investment Management LLC | 270,716 | $23.8M | 0.95% | −8,842−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 270,144 | $23.7M | 0.29% | −20,582−7.1% | Reduced |
| Van Eck Associates Corp | 269,449 | $23.7M | 0.03% | +18,753+7.5% | Added |
| Atwood & Palmer Inc | 268,851 | $23.6M | 1.64% | −10,491−3.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 268,008 | $23.5M | 0.47% | −6,218−2.3% | Reduced |
| Moors & Cabot, Inc. | 266,830 | $23.4M | 1.19% | −7,476−2.7% | Reduced |
| Prana Capital Management, LP | 265,888 | $23.3M | 0.95% | +169,476+175.8% | Added |
| Hartford Investment Management Co | 264,665 | $23.2M | 0.81% | −3,582−1.3% | Reduced |
| Westchester Capital Management, Inc. | 264,199 | $23.2M | 5.77% | +6,322+2.5% | Added |
| Assetmark, Inc | 263,957 | $23.2M | 0.06% | +130,887+98.4% | Added |
| Whittier Trust Co | 263,125 | $23.1M | 0.32% | −2,572−1.0% | Reduced |
| Benchstone Capital Management LP | 262,118 | $23.0M | 2.45% | −107,746−29.1% | Reduced |
| Natixis | 265,160 | $22.9M | 0.14% | −17,079−6.1% | Reduced |
| Marco Investment Management LLC | 260,820 | $22.9M | 2.12% | −1,204−0.5% | Reduced |
| Evelyn Partners Investment Management LLP | 260,277 | $22.8M | 0.76% | −11,834−4.3% | Reduced |
| Agf Management Ltd | 259,875 | $22.8M | 0.12% | +219,009+535.9% | Added |
| Segment Wealth Management, LLC | 259,332 | $22.8M | 1.54% | +1,107+0.4% | Added |
| Integrity Alliance, LLC. | 259,197 | $22.8M | 0.90% | +224,044+637.3% | Added |
| Managed Asset Portfolios, LLC | 258,684 | $22.7M | 3.15% | +34,320+15.3% | Added |
| Nemes Rush Group LLC | 258,310 | $22.7M | 2.87% | −590.0% | Reduced |
| Calamos Wealth Management LLC | 255,428 | $22.4M | 1.12% | +1,796+0.7% | Added |
| First Nebraska Trust Co | 255,177 | $22.4M | 2.21% | −1,865−0.7% | Reduced |
| Ceredex Value Advisors LLC | 254,702 | $22.4M | 0.49% | +254,702 | New |
| Gulf International Bank (UK) Ltd | 253,808 | $22.3M | 0.77% | −92,259−26.7% | Reduced |
| Polar Capital Holdings Plc | 253,750 | $22.3M | 0.14% | −84,436−25.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 252,722 | $22.2M | 0.68% | +6,964+2.8% | Added |
| Picton Mahoney Asset Management | 252,643 | $22.2M | 0.76% | +21,213+9.2% | Added |
| South State Corp. | 251,292 | $22.1M | 1.01% | −9,211−3.5% | Reduced |
| DJE Kapital AG | 257,464 | $22.1M | 0.65% | −551,705−68.2% | Reduced |
| Empowered Funds, LLC | 250,141 | $22.0M | 0.31% | +91,016+57.2% | Added |
| Synovus Financial Corp | 249,879 | $21.9M | 0.28% | −6,698−2.6% | Reduced |
| Montag A & Associates Inc | 249,211 | $21.9M | 1.10% | −3,547−1.4% | Reduced |
| Stillwater Capital Advisors, LLC | 249,754 | $21.9M | 3.06% | −3,905−1.5% | Reduced |
| Payden & Rygel | 249,500 | $21.9M | 1.88% | +6,200+2.5% | Added |
| Brookstone Capital Management | 249,194 | $21.9M | 0.31% | +862+0.3% | Added |
| Generate Investment Management Ltd | 248,816 | $21.8M | 1.53% | +153,468+161.0% | Added |
| Union Bancaire Privee, UBP SA | 256,366 | $21.8M | 0.43% | +136,998+114.8% | Added |
| Bragg Financial Advisors, Inc | 245,442 | $21.5M | 0.89% | −7,471−3.0% | Reduced |
| Sandy Spring Bank | 244,697 | $21.5M | 0.90% | −18,011−6.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 243,879 | $21.4M | 0.41% | +3,315+1.4% | Added |
| Advisory Services Network, LLC | 243,052 | $21.3M | 0.41% | −35,265−12.7% | Reduced |
| Bellecapital International Ltd. | 242,338 | $21.3M | 4.20% | −44,927−15.6% | Reduced |
| Simmons Bank | 241,857 | $21.2M | 1.60% | −9,821−3.9% | Reduced |
| Oppenheimer Asset Management Inc. | 240,807 | $21.1M | 0.26% | −16,514−6.4% | Reduced |