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 |
|---|---|---|---|---|---|
| Sanibel Captiva Trust Company, Inc. | 171,784 | $15.1M | 0.49% | +11,798+7.4% | Added |
| GHP Investment Advisors, Inc. | 171,753 | $15.1M | 0.72% | −1,983−1.1% | Reduced |
| Trust Co of Vermont | 171,308 | $15.0M | 0.75% | −2,394−1.4% | Reduced |
| Greystone Financial Group, LLC | 170,054 | $14.9M | 2.71% | +1,793+1.1% | Added |
| Wealthspire Advisors, LLC | 170,016 | $14.9M | 0.09% | +88,154+107.7% | Added |
| Empirical Capital Management, LLC | 170,000 | $14.9M | 10.60% | 00.0% | Unchanged |
| One Capital Management, LLC | 169,862 | $14.9M | 0.50% | −1,027−0.6% | Reduced |
| Generali Asset Management SPA SGR | 169,767 | $14.9M | 0.37% | −73,087−30.1% | Reduced |
| Level Four Advisory Services, LLC | 169,494 | $14.9M | 0.61% | −524−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 169,400 | $14.9M | 0.46% | +33,491+24.6% | Added |
| FineMark National Bank & Trust | 169,180 | $14.9M | 0.54% | −89,584−34.6% | Reduced |
| Townsend & Associates, Inc | 159,705 | $14.8M | 1.54% | −71,474−30.9% | Reduced |
| Oak Harvest Investment Services | 167,842 | $14.7M | 2.06% | −18,652−10.0% | Reduced |
| Prudential PLC | 167,759 | $14.7M | 0.07% | −39,706−19.1% | Reduced |
| Cardinal Point Capital Management, ULC | 166,643 | $14.6M | 1.34% | +166,643 | New |
| Hamel Associates, Inc. | 165,748 | $14.6M | 4.95% | −37,480−18.4% | Reduced |
| Shelter Mutual Insurance Co | 165,666 | $14.5M | 3.51% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 164,718 | $14.5M | 0.87% | +2,282+1.4% | Added |
| Allianz SE | 164,420 | $14.4M | 0.39% | +130+0.1% | Added |
| Adell Harriman & Carpenter Inc | 164,353 | $14.4M | 1.09% | +5,064+3.2% | Added |
| Atwater Malick LLC | 164,168 | $14.4M | 4.88% | +1,761+1.1% | Added |
| Laffer Tengler Investments | 163,809 | $14.4M | 3.06% | −3,979−2.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 163,685 | $14.4M | 2.03% | −1,349−0.8% | Reduced |
| Allen Investment Management LLC | 163,464 | $14.4M | 0.17% | −30,163−15.6% | Reduced |
| LS Investment Advisors, LLC | 163,351 | $14.3M | 2.21% | −3,848−2.3% | Reduced |
| IHT Wealth Management, LLC | 163,055 | $14.3M | 0.45% | +7,661+4.9% | Added |
| Infusive Asset Management Inc. | 162,699 | $14.3M | 6.63% | +32,025+24.5% | Added |
| FORA Capital, LLC | 162,441 | $14.3M | 1.45% | +162,441 | New |
| NewEdge Wealth, LLC | 162,332 | $14.3M | 0.26% | +10,141+6.7% | Added |
| American Assets Investment Management, LLC | 162,000 | $14.2M | 1.24% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 161,762 | $14.2M | 0.15% | −31,567−16.3% | Reduced |
| Physicians Financial Services, Inc. | 161,628 | $14.2M | 4.62% | +351+0.2% | Added |
| TLW Wealth Management, LLC | 161,459 | $14.2M | 8.51% | +2,082+1.3% | Added |
| Moran Wealth Management, LLC | 161,183 | $14.2M | 0.48% | −232−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 159,954 | $14.1M | 0.93% | −2,481−1.5% | Reduced |
| Meridian Wealth Management, LLC | 160,074 | $14.1M | 0.68% | +8,845+5.8% | Added |
| Clifford Swan Investment Counsel LLC | 160,014 | $14.0M | 0.52% | −871−0.5% | Reduced |
| Cardinal Capital Management | 159,375 | $14.0M | 2.17% | −2,970−1.8% | Reduced |
| Merit Financial Group, LLC | 159,330 | $14.0M | 0.21% | +13,895+9.6% | Added |
| Fifth Third Wealth Advisors LLC | 158,982 | $14.0M | 0.72% | +32,970+26.2% | Added |
| Hilton Capital Management, LLC | 158,890 | $13.9M | 1.19% | +1,556+1.0% | Added |
| Charter Trust Co | 158,591 | $13.9M | 0.92% | −10,091−6.0% | Reduced |
| Gabelli Funds LLC | 158,100 | $13.9M | 0.11% | −500.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 156,511 | $13.7M | 3.58% | −14,681−8.6% | Reduced |
| Strategic Planning Group, LLC | 156,350 | $13.7M | 2.69% | −18,660−10.7% | Reduced |
| TCW Group Inc | 155,689 | $13.7M | 0.12% | +3,214+2.1% | Added |
| RBF Capital, LLC | 155,322 | $13.6M | 0.86% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 155,235 | $13.6M | 0.50% | +4,199+2.8% | Added |
| F/M Investments LLC | 154,891 | $13.6M | 0.54% | −8,596−5.3% | Reduced |
| Marshall Wace, LLP | 154,796 | $13.6M | 0.02% | −1,116,368−87.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 154,771 | $13.6M | 2.60% | −7,922−4.9% | Reduced |
| McGuire Investment Group, LLC | 154,646 | $13.6M | 2.02% | +2,360+1.5% | Added |
| Griffin Asset Management, Inc. | 153,553 | $13.5M | 1.65% | −6,750−4.2% | Reduced |
| Heritage Trust Co | 152,535 | $13.4M | 1.62% | −7,428−4.6% | Reduced |
| Allstate Corp | 152,182 | $13.4M | 0.39% | +20,802+15.8% | Added |
| Clarity Financial LLC | 151,382 | $13.3M | 1.53% | +6,498+4.5% | Added |
| Marble Harbor Investment Counsel, LLC | 151,322 | $13.3M | 1.50% | −4,936−3.2% | Reduced |
| SG Americas Securities, LLC | 150,896 | $13.2M | 0.05% | +82,474+120.5% | Added |
| Osborne Partners Capital Management, LLC | 150,875 | $13.2M | 0.76% | +371+0.2% | Added |
| Janney Capital Management LLC | 150,874 | $13.2M | 0.91% | −39,880−20.9% | Reduced |
| Marietta Wealth Management, LLC | 150,679 | $13.2M | 1.94% | −288−0.2% | Reduced |
| Mirae Asset Securities (USA) Inc. | 150,393 | $13.2M | 0.57% | −340.0% | Reduced |
| Guardian Partners Inc. | 138,660 | $13.2M | 1.36% | −8,971−6.1% | Reduced |
| Keb Asset Management, LLC | 149,957 | $13.2M | 3.74% | +60.0% | Added |
| Mediolanum International Funds Ltd | 154,430 | $13.1M | 0.18% | −124,928−44.7% | Reduced |
| Spire Wealth Management | 149,020 | $13.1M | 0.42% | −19,941−11.8% | Reduced |
| Signaturefd, LLC | 149,009 | $13.1M | 0.25% | −596−0.4% | Reduced |
| Independent Financial Group, LLC | 148,745 | $13.1M | 0.45% | +8,780+6.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 148,621 | $13.0M | 2.24% | +43,475+41.3% | Added |
| Pinnacle Financial Partners Inc | 148,242 | $13.0M | 0.26% | +6,116+4.3% | Added |
| Parallel Advisors, LLC | 148,430 | $13.0M | 0.29% | +1,982+1.4% | Added |
| Bryn Mawr Trust Co | 147,388 | $12.9M | 0.24% | +8,618+6.2% | Added |
| Fiduciary Trust Co | 147,318 | $12.9M | 0.17% | +14,360+10.8% | Added |
| Motco | 146,877 | $12.9M | 1.36% | −4,393−2.9% | Reduced |
| Waters Parkerson & Co., LLC | 146,780 | $12.9M | 0.69% | −2,400−1.6% | Reduced |
| Trustmark National Bank Trust Department | 146,632 | $12.9M | 0.95% | +1,073+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 146,584 | $12.9M | 0.32% | +4,748+3.3% | Added |
| Empirical Finance, LLC | 146,453 | $12.9M | 0.78% | +1,732+1.2% | Added |
| Wesleyan Assurance Society | 146,250 | $12.8M | 0.95% | 00.0% | Unchanged |
| SeaTown Holdings Pte. Ltd. | 145,808 | $12.8M | 11.05% | +29,000+24.8% | Added |
| Daymark Wealth Partners, LLC | 145,690 | $12.8M | 0.55% | −97−0.1% | Reduced |
| WoodTrust Financial Corp | 145,562 | $12.8M | 1.79% | −1,586−1.1% | Reduced |
| Tritonpoint Wealth, LLC | 144,501 | $12.7M | 1.21% | −1,055−0.7% | Reduced |
| Sowell Financial Services LLC | 144,350 | $12.7M | 0.58% | −5,719−3.8% | Reduced |
| Nixon Peabody Trust Co | 144,258 | $12.7M | 1.08% | −54,505−27.4% | Reduced |
| Auxier Asset Management | 144,231 | $12.7M | 1.89% | −394−0.3% | Reduced |
| Barbara Oil Co. | 144,000 | $12.6M | 5.13% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 143,151 | $12.6M | 0.35% | −1,143−0.8% | Reduced |
| First Manhattan Co | 142,734 | $12.6M | 0.04% | −2,666−1.8% | Reduced |
| GF Fund Management Co. Ltd. | 142,877 | $12.5M | 0.29% | +221+0.2% | Added |
| Lockheed Martin Investment Management Co | 142,400 | $12.5M | 0.51% | +92,540+185.6% | Added |
| FFG Partners, LLC | 142,256 | $12.5M | 5.14% | +142,256 | New |
| Woodstock Corp | 141,955 | $12.5M | 1.23% | +1,292+0.9% | Added |
| Enclave Advisors LLC | 141,821 | $12.5M | 2.13% | +13,120+10.2% | Added |
| Moneta Group Investment Advisors LLC | 141,774 | $12.4M | 0.17% | +19,170+15.6% | Added |
| Mattern Capital Management, LLC | 141,206 | $12.4M | 1.58% | −11,160−7.3% | Reduced |
| Ascent Group, LLC | 141,067 | $12.4M | 0.53% | +13,689+10.7% | Added |
| DuPont Capital Management Corp | 140,745 | $12.4M | 1.37% | −75,045−34.8% | Reduced |
| Red Door Wealth Management, LLC | 140,053 | $12.3M | 1.82% | +3,203+2.3% | Added |
| Compagnie Lombard Odier SCmA | 139,906 | $12.3M | 0.15% | −65,023−31.7% | Reduced |