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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 240,300 | $21.1M | 1.41% | −5,226−2.1% | Reduced |
| Nicola Wealth Management Ltd. | 240,200 | $21.1M | 2.06% | −40,000−14.3% | Reduced |
| Capital Analysts, LLC | 239,725 | $21.0M | 0.78% | +2,241+0.9% | Added |
| Quantitative Investment Management, LLC | 239,404 | $21.0M | 1.93% | +106,547+80.2% | Added |
| Bahl & Gaynor Inc | 239,162 | $21.0M | 0.11% | +122,468+104.9% | Added |
| Thoroughbred Financial Services, LLC | 239,117 | $21.0M | 1.31% | −813−0.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 212,496 | $21.0M | 1.14% | +212,496 | New |
| Investment Management Corp of Ontario | 236,292 | $20.7M | 0.42% | +236,292 | New |
| Engineers Gate Manager LP | 235,254 | $20.7M | 0.35% | +159,703+211.4% | Added |
| Metis Global Partners, LLC | 234,195 | $20.6M | 0.58% | +21,985+10.4% | Added |
| Louisiana State Employees Retirement System | 233,300 | $20.5M | 0.41% | −200−0.1% | Reduced |
| Farther Finance Advisors, LLC | 229,311 | $20.4M | 0.52% | +103,423+82.2% | Added |
| Park Avenue Securities LLC | 231,877 | $20.4M | 0.25% | +32,036+16.0% | Added |
| First Horizon Advisors, Inc. | 231,838 | $20.4M | 0.57% | −224,595−49.2% | Reduced |
| Parthenon LLC | 231,392 | $20.3M | 2.50% | −2,625−1.1% | Reduced |
| United Services Automobile Association | 237,794 | $20.2M | 0.62% | −26,893−10.2% | Reduced |
| Cutler Investment Counsel LLC | 229,278 | $20.2M | 2.42% | −14,072−5.8% | Reduced |
| Securian Asset Management, Inc | 229,793 | $20.2M | 0.61% | −3,498−1.5% | Reduced |
| BTC Capital Management, Inc. | 229,538 | $20.2M | 1.84% | +6,143+2.7% | Added |
| Arvest Bank Trust Division | 229,357 | $20.1M | 1.27% | +26,824+13.2% | Added |
| Venturi Wealth Management, LLC | 228,283 | $20.0M | 1.04% | −23,153−9.2% | Reduced |
| Hancock Whitney Corp | 227,652 | $20.0M | 0.65% | +54,692+31.6% | Added |
| Norinchukin Bank, The | 226,044 | $19.8M | 0.37% | +27,633+13.9% | Added |
| Guggenheim Capital LLC | 225,152 | $19.8M | 0.19% | +41,452+22.6% | Added |
| Integrated Wealth Concepts LLC | 224,385 | $19.7M | 0.23% | +2,964+1.3% | Added |
| Trajan Wealth LLC | 221,441 | $19.4M | 1.06% | +9,229+4.3% | Added |
| Summit Financial, LLC | 221,310 | $19.4M | 0.54% | +28,230+14.6% | Added |
| Transform Wealth, LLC | 220,655 | $19.4M | 1.18% | +2,144+1.0% | Added |
| Advisors Capital Management, LLC | 219,788 | $19.3M | 0.30% | −15,019−6.4% | Reduced |
| Edge Wealth Management LLC | 219,597 | $19.3M | 3.91% | +1,826+0.8% | Added |
| AE Wealth Management LLC | 219,573 | $19.3M | 0.16% | +30,412+16.1% | Added |
| Bridgeway Capital Management, LLC | 219,241 | $19.2M | 0.48% | +16,106+7.9% | Added |
| Nomura Holdings Inc | 217,217 | $19.1M | 0.10% | −11,966−5.2% | Reduced |
| Anchor Capital Advisors LLC | 216,927 | $19.0M | 0.57% | −11,632−5.1% | Reduced |
| Phoenix Holdings Ltd. | 215,733 | $19.0M | 0.29% | −32,200−13.0% | Reduced |
| Stonebridge Capital Advisors LLC | 215,623 | $18.9M | 1.54% | −38,102−15.0% | Reduced |
| Vinva Investment Management Ltd | 220,937 | $18.8M | 0.77% | −695−0.3% | Reduced |
| Savant Capital, LLC | 212,969 | $18.7M | 0.16% | −44,176−17.2% | Reduced |
| Perfromance Wealth Partners, LLC | 210,309 | $18.5M | 0.66% | −196,569−48.3% | Reduced |
| Burney Co | 209,042 | $18.4M | 0.67% | −12,804−5.8% | Reduced |
| Resources Investment Advisors, LLC. | 207,506 | $18.2M | 0.22% | −12,807−5.8% | Reduced |
| Abner Herrman & Brock LLC | 207,416 | $18.2M | 2.32% | +1,080+0.5% | Added |
| Maryland State Retirement & Pension System | 203,124 | $17.8M | 0.42% | −31,169−13.3% | Reduced |
| New Mexico Educational Retirement Board | 202,879 | $17.8M | 0.64% | −4,200−2.0% | Reduced |
| Lynch & Associates | 202,525 | $17.8M | 3.85% | −4,886−2.4% | Reduced |
| Modera Wealth Management, LLC | 202,235 | $17.8M | 0.24% | −915−0.5% | Reduced |
| Ritholtz Wealth Management | 202,209 | $17.8M | 0.53% | −2,129−1.0% | Reduced |
| Franklin Street Advisors Inc | 201,637 | $17.7M | 1.25% | −12,696−5.9% | Reduced |
| Miracle Mile Advisors, LLC | 201,507 | $17.7M | 0.35% | +3,120+1.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 198,886 | $17.5M | 0.07% | −87,643−30.6% | Reduced |
| Venture Visionary Partners LLC | 198,450 | $17.4M | 0.73% | +74,891+60.6% | Added |
| Aquatic Capital Management LLC | 198,178 | $17.4M | 0.44% | −118,651−37.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 197,873 | $17.4M | 0.51% | +6,689+3.5% | Added |
| Brown Brothers Harriman & Co | 197,757 | $17.4M | 0.12% | −5,754−2.8% | Reduced |
| Baader Bank INC | 197,612 | $17.3M | 1.75% | −64,389−24.6% | Reduced |
| CCM Investment Advisers LLC | 196,526 | $17.3M | 2.12% | −4,460−2.2% | Reduced |
| Cadinha & Co LLC | 196,338 | $17.2M | 3.70% | −20,172−9.3% | Reduced |
| Harvest Portfolios Group Inc. | 196,054 | $17.2M | 0.51% | −29,314−13.0% | Reduced |
| Leavell Investment Management, Inc. | 194,957 | $17.2M | 0.85% | −3,732−1.9% | Reduced |
| Fiduciary Group LLC | 194,502 | $17.1M | 1.71% | −1,446−0.7% | Reduced |
| Richard C. Young & CO., LTD. | 194,443 | $17.1M | 1.83% | +323+0.2% | Added |
| Voleon Capital Management LP | 194,280 | $17.1M | 1.34% | +70,092+56.4% | Added |
| Mach-1 Financial Group, Inc. | 193,927 | $17.0M | 5.10% | +4,210+2.2% | Added |
| Gotham Asset Management, LLC | 193,896 | $17.0M | 0.14% | +20,466+11.8% | Added |
| JB Capital LLC | 192,947 | $16.9M | 0.93% | +497+0.3% | Added |
| CSM Advisors, LLC | 192,455 | $16.9M | 0.92% | −4,040−2.1% | Reduced |
| Whitener Capital Management, Inc. | 192,174 | $16.9M | 4.77% | −2,946−1.5% | Reduced |
| City Holding Co | 191,855 | $16.8M | 2.37% | +1,177+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 191,802 | $16.8M | 0.43% | +149,231+350.5% | Added |
| Citizens Financial Group Inc | 190,923 | $16.8M | 0.33% | +2,807+1.5% | Added |
| Rowland & Co Investment Counsel | 189,030 | $16.6M | 3.49% | −2,623−1.4% | Reduced |
| James Investment Research Inc | 187,932 | $16.5M | 2.09% | −7,112−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 187,762 | $16.5M | 0.25% | −12,393−6.2% | Reduced |
| HighPoint Advisor Group LLC | 168,857 | $16.2M | 0.94% | −1,373−0.8% | Reduced |
| First American Trust, FSB | 184,440 | $16.2M | 1.49% | −14,889−7.5% | Reduced |
| Hartline Investment Corp | 183,849 | $16.1M | 2.15% | −1,237−0.7% | Reduced |
| National Asset Management, Inc. | 183,734 | $16.1M | 0.49% | −23,233−11.2% | Reduced |
| EP Wealth Advisors, LLC | 182,703 | $16.0M | 0.13% | +3,053+1.7% | Added |
| Forbes J M & Co LLP | 182,630 | $16.0M | 1.55% | +4,492+2.5% | Added |
| Carnegie Capital Asset Management, LLC | 190,210 | $16.0M | 0.38% | −24,913−11.6% | Reduced |
| Dodge & Cox | 180,285 | $15.8M | 0.01% | −3,025−1.7% | Reduced |
| First American Bank | 180,148 | $15.8M | 1.17% | +1,549+0.9% | Added |
| St Germain D J Co Inc | 178,323 | $15.7M | 0.74% | −4,953−2.7% | Reduced |
| Terry L. Blaker | 177,274 | $15.6M | 0.62% | −24,868−12.3% | Reduced |
| Liontrust Investment Partners LLP | 176,638 | $15.5M | 0.24% | +176,638 | New |
| Colonial Trust Advisors | 176,175 | $15.5M | 1.38% | +1,325+0.8% | Added |
| Equitable Holdings, Inc. | 175,424 | $15.4M | 0.15% | +21,433+13.9% | Added |
| Cornerstone Wealth Management, LLC | 175,314 | $15.4M | 1.04% | +5,930+3.5% | Added |
| LMG Wealth Partners, LLC | 175,004 | $15.4M | 3.42% | −1,883−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 174,917 | $15.4M | 0.24% | −4,761−2.6% | Reduced |
| WealthPlan Investment Management, LLC | 174,729 | $15.3M | 1.51% | −15,524−8.2% | Reduced |
| RSM US Wealth Management LLC | 174,085 | $15.3M | 0.24% | −7,828−4.3% | Reduced |
| Squarepoint Ops LLC | 173,832 | $15.3M | 0.04% | −153,041−46.8% | Reduced |
| Great Valley Advisor Group, Inc. | 173,389 | $15.2M | 0.33% | −47,642−21.6% | Reduced |
| Webster Bank, N. A. | 173,268 | $15.2M | 1.67% | −583−0.3% | Reduced |
| Arkadios Wealth Advisors | 173,084 | $15.2M | 0.58% | −30,438−15.0% | Reduced |
| CenterBook Partners LP | 172,669 | $15.2M | 0.97% | +172,669 | New |
| Callahan Advisors, LLC | 172,612 | $15.2M | 1.44% | −30,293−14.9% | Reduced |
| Longbow Finance SA | 172,019 | $15.1M | 1.81% | −66,391−27.8% | Reduced |
| CFO4Life Group, LLC | 171,804 | $15.1M | 2.54% | −5,959−3.4% | Reduced |