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 |
|---|---|---|---|---|---|
| First National Bank of Mount Dora, Trust Investment Services | 104,703 | $9.19M | 2.25% | −5,046−4.6% | Reduced |
| NBC Securities, Inc. | 104,675 | $9.19M | 0.78% | +104,564+94,201.8% | Added |
| Ameritas Advisory Services, LLC | 102,746 | $9.17M | 0.37% | −9,241−8.3% | Reduced |
| Texas Yale Capital Corp. | 104,113 | $9.14M | 0.38% | +1,193+1.2% | Added |
| Castleark Management LLC | 104,040 | $9.13M | 0.32% | +104,040 | New |
| Lyell Wealth Management, LP | 104,013 | $9.13M | 0.85% | +9,867+10.5% | Added |
| Dakota Wealth Management | 103,701 | $9.10M | 0.21% | +31,441+43.5% | Added |
| Baker Chad R | 103,020 | $9.04M | 1.84% | 00.0% | Unchanged |
| RFG Advisory, LLC | 102,106 | $8.96M | 0.24% | −32,162−24.0% | Reduced |
| Coston, McIsaac & Partners | 102,110 | $8.96M | 2.62% | −8,290−7.5% | Reduced |
| Glen Eagle Advisors, LLC | 102,037 | $8.96M | 1.48% | −3,129−3.0% | Reduced |
| Highland Capital Management, LLC | 101,786 | $8.94M | 0.53% | −4,959−4.6% | Reduced |
| Grassi Investment Management | 101,722 | $8.93M | 0.83% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 101,451 | $8.91M | 0.73% | −1,105−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 101,053 | $8.89M | 0.50% | +8,700+9.4% | Added |
| Boyer & Corporon Wealth Management, LLC | 101,217 | $8.89M | 3.09% | −2,317−2.2% | Reduced |
| Investment Advisory Services Inc | 101,208 | $8.89M | 3.21% | −3,262−3.1% | Reduced |
| PFG Investments, LLC | 101,014 | $8.87M | 0.57% | −478−0.5% | Reduced |
| Weik Capital Management | 100,850 | $8.85M | 3.60% | −1,890−1.8% | Reduced |
| Kingdon Capital Management, L.L.C. | 100,000 | $8.78M | 1.82% | +100,000 | New |
| Core Alternative Capital | 99,992 | $8.78M | 2.11% | −19,185−16.1% | Reduced |
| Dana Investment Advisors, Inc. | 99,973 | $8.78M | 0.31% | −162,784−62.0% | Reduced |
| Banque Cantonale Vaudoise | 99,689 | $8.75M | 0.39% | +99,689 | New |
| Thompson Siegel & Walmsley LLC | 99,503 | $8.73M | 0.15% | −16,857−14.5% | Reduced |
| Asset Planning Services Inc | 99,130 | $8.70M | 4.42% | −574−0.6% | Reduced |
| WealthShield Partners, LLC | 98,960 | $8.70M | 1.12% | +46,130+87.3% | Added |
| IFG Advisory, LLC | 99,021 | $8.69M | 0.48% | +514+0.5% | Added |
| Bright Rock Capital Management, LLC | 99,000 | $8.69M | 1.83% | 00.0% | Unchanged |
| IFP Advisors, Inc | 98,826 | $8.68M | 0.27% | +11,296+12.9% | Added |
| Silphium Asset Management Ltd | 98,606 | $8.66M | 6.98% | +157+0.2% | Added |
| Headinvest, LLC | 98,371 | $8.64M | 1.68% | −9,285−8.6% | Reduced |
| Plato Investment Management Ltd | 97,178 | $8.62M | 0.73% | −2,455−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 98,038 | $8.61M | 0.16% | −2,122−2.1% | Reduced |
| Erste Asset Management GmbH | 94,875 | $8.56M | 0.11% | −99,832−51.3% | Reduced |
| South Dakota Investment Council | 97,196 | $8.53M | 0.17% | −76,731−44.1% | Reduced |
| Baugh & Associates, LLC | 100,743 | $8.52M | 4.31% | −592−0.6% | Reduced |
| Strategic Blueprint, LLC | 96,835 | $8.50M | 0.46% | −3,332−3.3% | Reduced |
| Capital Investment Counsel, LLC | 96,142 | $8.44M | 1.40% | −3,550−3.6% | Reduced |
| First Interstate Bank | 95,590 | $8.39M | 0.50% | −6,452−6.3% | Reduced |
| Bogart Wealth, LLC | 95,424 | $8.38M | 0.40% | −15,466−13.9% | Reduced |
| Symmetry Investments LP | 95,326 | $8.37M | 0.75% | −125,379−56.8% | Reduced |
| Primecap Management Co | 95,250 | $8.36M | 0.01% | +28,050+41.7% | Added |
| Addenda Capital Inc. | 94,971 | $8.36M | 0.31% | −162−0.2% | Reduced |
| Constitution Capital LLC | 95,151 | $8.35M | 4.63% | +1,035+1.1% | Added |
| Strategy Asset Managers LLC | 95,100 | $8.35M | 1.72% | +1,818+1.9% | Added |
| Opus Investment Management Inc | 95,000 | $8.34M | 5.95% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 94,858 | $8.33M | 0.31% | −2,070−2.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 94,857 | $8.33M | 3.39% | −10,215−9.7% | Reduced |
| VestGen Advisors, LLC | 94,598 | $8.30M | 0.38% | +94,598 | New |
| Hennion & Walsh Asset Management, Inc. | 94,508 | $8.30M | 0.37% | +3,979+4.4% | Added |
| Busey Wealth Management | 94,372 | $8.28M | 0.28% | +1,412+1.5% | Added |
| Brighton Jones LLC | 94,052 | $8.26M | 0.27% | −4,098−4.2% | Reduced |
| Horizon Investments, LLC | 94,247 | $8.25M | 0.25% | +2,432+2.6% | Added |
| Raab & Moskowitz Asset Management LLC | 93,738 | $8.23M | 2.07% | −1,740−1.8% | Reduced |
| BKD Wealth Advisors, LLC | 93,626 | $8.22M | 0.20% | −114,107−54.9% | Reduced |
| Acropolis Investment Management, LLC | 93,505 | $8.21M | 0.49% | +2,415+2.7% | Added |
| Scissortail Wealth Management, LLC | 93,030 | $8.17M | 2.10% | −8,378−8.3% | Reduced |
| WealthPLAN Partners, LLC | 92,981 | $8.16M | 1.15% | −1,125−1.2% | Reduced |
| We Are One Seven, LLC | 92,893 | $8.16M | 0.32% | +9,501+11.4% | Added |
| Patton Albertson Miller Group, LLC | 92,854 | $8.15M | 1.21% | −16,850−15.4% | Reduced |
| Coastal Bridge Advisors, LLC | 92,743 | $8.14M | 1.16% | +64,635+230.0% | Added |
| Entropy Technologies, LP | 92,098 | $8.09M | 0.79% | +92,098 | New |
| Colonial Trust Co | 92,059 | $8.08M | 1.25% | −5,432−5.6% | Reduced |
| Mechanics Bank Trust Department | 91,852 | $8.06M | 1.10% | +9,040+10.9% | Added |
| Proficio Capital Partners LLC | 90,911 | $8.06M | 0.62% | +488+0.5% | Added |
| Chickasaw Capital Management LLC | 91,251 | $8.01M | 0.31% | −115−0.1% | Reduced |
| Beck Capital Management, LLC | 91,194 | $8.01M | 2.35% | −772−0.8% | Reduced |
| Northwest Bancshares, Inc. | 90,923 | $7.98M | 1.47% | −5,200−5.4% | Reduced |
| Meeder Advisory Services, Inc. | 90,622 | $7.96M | 0.48% | +5,504+6.5% | Added |
| GAMMA Investing LLC | 90,440 | $7.94M | 0.60% | +11,018+13.9% | Added |
| Schnieders Capital Management LLC | 90,293 | $7.93M | 1.69% | −9,697−9.7% | Reduced |
| GWN Securities Inc. | 82,958 | $7.87M | 0.44% | +33,637+68.2% | Added |
| Naviter Wealth, LLC | 92,073 | $7.86M | 0.95% | +18,560+25.2% | Added |
| Berger Financial Group, Inc | 89,517 | $7.86M | 0.55% | −20,043−18.3% | Reduced |
| WCG Wealth Advisors LLC | 89,453 | $7.85M | 0.60% | +1,866+2.1% | Added |
| Oddo BHF Asset Management SAS | 89,396 | $7.85M | 0.32% | +16,038+21.9% | Added |
| Wendell David Associates Inc | 89,288 | $7.84M | 0.78% | +1,013+1.1% | Added |
| United Capital Management of KS, Inc. | 89,242 | $7.83M | 1.62% | −743−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 82,321 | $7.82M | 0.08% | −7,810−8.7% | Reduced |
| Change Path, LLC | 88,722 | $7.79M | 0.23% | +2,347+2.7% | Added |
| Spring Capital Management, LLC | 88,012 | $7.73M | 4.22% | +260.0% | Added |
| Walter & Keenan Financial Consulting Co | 87,756 | $7.70M | 2.32% | +535+0.6% | Added |
| Cary Street Partners Financial LLC | 87,606 | $7.69M | 0.24% | +46,287+112.0% | Added |
| Ballentine Partners, LLC | 87,586 | $7.69M | 0.13% | +6,824+8.4% | Added |
| Horrell Capital Management, Inc. | 87,122 | $7.65M | 3.20% | +519+0.6% | Added |
| YHB Investment Advisors, Inc. | 87,093 | $7.65M | 0.64% | +4,944+6.0% | Added |
| Bridges Investment Management Inc | 87,068 | $7.64M | 0.11% | −5,321−5.8% | Reduced |
| Congress Wealth Management LLC | 86,706 | $7.61M | 0.09% | +39,668+84.3% | Added |
| Stock Yards Bank & Trust Co | 86,566 | $7.60M | 0.27% | −2,938−3.3% | Reduced |
| Alteri Wealth LLC | 86,532 | $7.60M | 3.34% | +4,259+5.2% | Added |
| Tyche Wealth Partners LLC | 86,209 | $7.57M | 1.64% | −8,250−8.7% | Reduced |
| Annandale Capital, LLC | 86,146 | $7.56M | 1.42% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85,721 | $7.53M | 0.50% | −3,129−3.5% | Reduced |
| Washington Trust Advisors, Inc. | 85,143 | $7.47M | 0.66% | +1,555+1.9% | Added |
| Gibraltar Capital Management, Inc. | 85,133 | $7.47M | 1.61% | +47,336+125.2% | Added |
| Little House Capital LLC | 84,681 | $7.43M | 2.04% | −23,301−21.6% | Reduced |
| Summit Financial Strategies, Inc. | 84,540 | $7.42M | 0.75% | −270−0.3% | Reduced |
| Covington Investment Advisors Inc. | 84,417 | $7.41M | 1.15% | −9,373−10.0% | Reduced |
| Koshinski Asset Management, Inc. | 83,891 | $7.36M | 0.63% | +2,469+3.0% | Added |
| Amarillo National Bank | 83,837 | $7.36M | 1.43% | −245−0.3% | Reduced |