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 |
|---|---|---|---|---|---|
| Caisse des Depots Et Consignations | 139,376 | $12.2M | 0.59% | −3,946−2.8% | Reduced |
| Monarch Capital Management Inc | 139,046 | $12.2M | 3.40% | −6,628−4.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 131,730 | $12.2M | 0.98% | −5,268−3.8% | Reduced |
| Cypress Capital Group | 138,821 | $12.2M | 1.60% | −2,684−1.9% | Reduced |
| Capital Investment Advisors, LLC | 138,731 | $12.2M | 0.24% | +10,329+8.0% | Added |
| Valicenti Advisory Services Inc | 138,720 | $12.2M | 3.13% | −542−0.4% | Reduced |
| Perigon Wealth Management, LLC | 138,633 | $12.2M | 0.31% | −831−0.6% | Reduced |
| FRG Family Wealth Advisors LLC | 138,294 | $12.1M | 2.35% | −455−0.3% | Reduced |
| Levin Capital Strategies, L.P. | 138,143 | $12.1M | 1.29% | −7,898−5.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 137,971 | $12.1M | 0.19% | +151+0.1% | Added |
| Dynamic Advisor Solutions LLC | 137,710 | $12.1M | 0.40% | +137,710 | New |
| Mutual Advisors, LLC | 126,771 | $12.1M | 0.35% | +12,011+10.5% | Added |
| Meridian Management Co | 135,962 | $11.9M | 3.70% | −7,974−5.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 135,861 | $11.9M | 0.43% | +6,841+5.3% | Added |
| Advanced Asset Management Advisors Inc | 135,439 | $11.9M | 3.27% | +23,200+20.7% | Added |
| AlTi Global, Inc. | 134,990 | $11.9M | 0.31% | −1,498−1.1% | Reduced |
| Kinsale Capital Group, Inc. | 135,321 | $11.9M | 2.92% | +3,230+2.4% | Added |
| Greenleaf Trust | 135,053 | $11.9M | 0.11% | −4,417−3.2% | Reduced |
| Coldstream Capital Management Inc | 134,473 | $11.8M | 0.25% | −5,051−3.6% | Reduced |
| Invictus Private Wealth, LLC | 133,273 | $11.7M | 0.93% | −3,652−2.7% | Reduced |
| Foundations Investment Advisors, LLC | 133,149 | $11.7M | 0.22% | +55,397+71.2% | Added |
| NBT Bank N A | 132,410 | $11.6M | 0.84% | −1,336−1.0% | Reduced |
| Toth Financial Advisory Corp | 131,716 | $11.6M | 1.39% | −6,392−4.6% | Reduced |
| Ancora Advisors, LLC | 131,379 | $11.5M | 0.26% | +302+0.2% | Added |
| Boston Research & Management Inc | 131,354 | $11.5M | 2.82% | −2,548−1.9% | Reduced |
| Bleakley Financial Group, LLC | 130,569 | $11.5M | 0.37% | +2,215+1.7% | Added |
| MMBG Investment Advisors Co. | 129,821 | $11.4M | 1.29% | −29,725−18.6% | Reduced |
| Lee Danner & Bass Inc | 129,831 | $11.4M | 0.92% | −33,656−20.6% | Reduced |
| King Wealth | 129,635 | $11.4M | 1.73% | +2,564+2.0% | Added |
| Ascent Wealth Partners, LLC | 129,357 | $11.4M | 1.52% | +5,178+4.2% | Added |
| Walker Asset Management, LLC | 129,346 | $11.4M | 6.90% | +398+0.3% | Added |
| Siemens Fonds Invest GmbH | 128,665 | $11.3M | 0.78% | +2,059+1.6% | Added |
| Unigestion Holding SA | 128,301 | $11.3M | 0.66% | +70,113+120.5% | Added |
| GFS Advisors, LLC | 128,199 | $11.3M | 2.26% | +202+0.2% | Added |
| Iyo Bank, Ltd. | 127,620 | $11.2M | 3.61% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 129,286 | $11.2M | 0.33% | −226,645−63.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 126,687 | $11.1M | 1.04% | −2,163−1.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 126,264 | $11.1M | 0.79% | +68,970+120.4% | Added |
| CAPROCK Group, Inc. | 124,826 | $11.0M | 0.34% | +7,376+6.3% | Added |
| Sagespring Wealth Partners, LLC | 125,094 | $11.0M | 0.28% | +3,660+3.0% | Added |
| Hayek Kallen Investment Management | 124,974 | $11.0M | 4.04% | −363−0.3% | Reduced |
| JGP Wealth Management, LLC | 124,620 | $10.9M | 1.44% | −5,633−4.3% | Reduced |
| Sumitomo Life Insurance Co | 124,459 | $10.9M | 0.39% | +6,315+5.3% | Added |
| Roundview Capital LLC | 124,206 | $10.9M | 0.79% | −2,348−1.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 123,847 | $10.9M | 0.63% | +16,157+15.0% | Added |
| Hantz Financial Services, Inc. | 122,400 | $10.7M | 0.19% | −3,832−3.0% | Reduced |
| Diversified Trust Co | 121,968 | $10.7M | 0.26% | −63−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 121,885 | $10.7M | 0.07% | +121,885 | New |
| Csenge Advisory Group | 114,777 | $10.7M | 0.61% | −3,665−3.1% | Reduced |
| Everence Capital Management Inc | 121,850 | $10.7M | 0.73% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 121,622 | $10.7M | 3.77% | −1,925−1.6% | Reduced |
| Jacobi Capital Management LLC | 121,094 | $10.6M | 0.78% | −955−0.8% | Reduced |
| Community Financial Services Group, LLC | 121,055 | $10.6M | 2.30% | +4,443+3.8% | Added |
| WS Management LLLP | 120,977 | $10.6M | 1.80% | −34,327−22.1% | Reduced |
| Nwi Management LP | 120,000 | $10.5M | 1.40% | 00.0% | Unchanged |
| Associated Banc-Corp | 119,471 | $10.5M | 0.32% | −13,618−10.2% | Reduced |
| Field & Main Bank | 119,411 | $10.5M | 3.70% | −1,315−1.1% | Reduced |
| Quadrant Capital Group LLC | 119,008 | $10.4M | 0.39% | +58,098+95.4% | Added |
| Deltec Asset Management LLC | 118,593 | $10.4M | 2.24% | +11,240+10.5% | Added |
| Carret Asset Management, LLC | 118,432 | $10.4M | 1.17% | −1,893−1.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 118,011 | $10.4M | 2.44% | −1,183−1.0% | Reduced |
| Wedbush Securities Inc | 117,992 | $10.4M | 0.38% | +11,020+10.3% | Added |
| Laurel Wealth Advisors LLC | 117,825 | $10.3M | 1.62% | −2,333−1.9% | Reduced |
| First Citizens Bank & Trust Co | 117,508 | $10.3M | 0.26% | −5,969−4.8% | Reduced |
| Investment House LLC | 117,453 | $10.3M | 0.59% | +200+0.2% | Added |
| Sigma Planning Corp | 116,647 | $10.2M | 0.33% | +8,151+7.5% | Added |
| Buckingham Strategic Partners | 116,426 | $10.2M | 0.16% | +25,628+28.2% | Added |
| O'Brien Greene & Co. Inc | 115,540 | $10.1M | 3.40% | −5,011−4.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 115,217 | $10.1M | 0.69% | +80,952+236.3% | Added |
| Ossiam | 115,116 | $10.1M | 0.14% | −14,331−11.1% | Reduced |
| Richard Bernstein Advisors LLC | 114,958 | $10.1M | 0.24% | −4,323−3.6% | Reduced |
| New Age Alpha Advisors, LLC | 114,392 | $10.0M | 0.45% | −3,142−2.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 113,601 | $9.97M | 0.02% | +37,717+49.7% | Added |
| SFMG, LLC | 113,277 | $9.94M | 0.78% | −1,423−1.2% | Reduced |
| Legacy Private Trust Co. | 113,088 | $9.93M | 0.68% | −14,241−11.2% | Reduced |
| Ethic Inc. | 111,553 | $9.91M | 0.20% | +16,342+17.2% | Added |
| LMCG Investments, LLC | 112,351 | $9.86M | 0.65% | −21,576−16.1% | Reduced |
| Consolidated Planning Corp | 111,661 | $9.80M | 1.35% | +6,358+6.0% | Added |
| Navellier & Associates Inc | 98,077 | $9.74M | 1.35% | +91,251+1,336.8% | Added |
| Canal Capital Management, LLC | 110,808 | $9.73M | 1.63% | −7,179−6.1% | Reduced |
| Oakmont Corp | 110,795 | $9.73M | 1.92% | +110,795 | New |
| Caldwell Trust Co | 110,562 | $9.71M | 1.04% | −4,936−4.3% | Reduced |
| Rockland Trust Co | 108,845 | $9.56M | 0.48% | −6,601−5.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 108,314 | $9.51M | 4.12% | +8,060+8.0% | Added |
| Shellback Capital, LP | 108,000 | $9.48M | 0.92% | −102,000−48.6% | Reduced |
| Centaurus Financial, Inc. | 107,880 | $9.47M | 0.57% | +8,087+8.1% | Added |
| Tradewinds, LLC. | 107,822 | $9.47M | 2.67% | −2,936−2.7% | Reduced |
| Hodges Capital Management Inc. | 107,624 | $9.45M | 0.95% | −32,708−23.3% | Reduced |
| Community Bank, N.A. | 107,225 | $9.41M | 1.26% | −2,100−1.9% | Reduced |
| Principal Securities, Inc. | 103,764 | $9.38M | 0.21% | +362+0.4% | Added |
| Fundamentun, LLC | 106,366 | $9.34M | 0.50% | +6,482+6.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 106,312 | $9.33M | 0.03% | +58,705+123.3% | Added |
| Pavion Blue Capital, LLC | 106,245 | $9.33M | 4.45% | −834−0.8% | Reduced |
| Caliber Wealth Management, LLC | 105,809 | $9.29M | 1.27% | +105,809 | New |
| Bradley & Co. Private Wealth Management, LLC | 105,460 | $9.26M | 6.32% | −6,064−5.4% | Reduced |
| Denali Advisors LLC | 105,443 | $9.26M | 1.05% | +134+0.1% | Added |
| Buck Wealth Strategies, LLC | 105,220 | $9.24M | 1.68% | −209−0.2% | Reduced |
| Canal Insurance CO | 105,000 | $9.22M | 2.18% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 104,867 | $9.21M | 0.07% | +10,506+11.1% | Added |
| Harrell Investment Partners, LLC | 104,774 | $9.20M | 2.73% | +3,634+3.6% | Added |