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Livermore
ZHEN

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; 4,425 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, Q4 2024

Institutional positions in Walmart Inc. as of Dec 31, 2024. 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
3,920
+525 vs. Q3 2024
Shares held
2.83B
+60.8M (+2.2%) vs. Q3 2024
Total value
$255.3B
+$32.5B (+14.6%) vs. Q3 2024
New holders
597
1,394 more added
Sold out
72
1,470 more reduced

70 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 3,920 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,425 institutions
Value heldQ4 2024: $255.3B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,425$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2024.

Institutions holding WMT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kessler Investment Group, LLC6$5420.00%00.0%Unchanged
Evergreen Private Wealth LLC7$6700.00%+6+600.0%Added
Campbell Capital Management Inc12$1.08K0.00%+12New
MeadowBrook Investment Advisors LLC32$2.89K0.00%00.0%Unchanged
Perritt Capital Management Inc33$2.98K0.00%00.0%Unchanged
Albion Financial Group33$2.98K0.00%+33New
Studio Investment Management LLC33$2.99K0.00%00.0%Unchanged
Morse Asset Management, Inc35$3.18K0.00%00.0%Unchanged
Investment Counsel Co of Nevada36$3.25K0.01%+36New
Demars Financial Group, LLC317,147$3.51K0.11%+313,637+8,935.5%Added
North Ridge Wealth Advisors, Inc.45$4.07K0.00%+45New
Syntax Research, Inc.50$4.52K0.00%+35+233.3%Added
Fairway Wealth LLC63$5.69K0.00%+63New
Redwood Park Advisors LLC66$5.96K0.01%+66New
Clal Insurance Enterprises Holdings Ltd68$6.00K0.00%+68New
Dixon Mitchell Investment Counsel Inc.75$6.79K0.00%+75New
Operose Advisors LLC76$6.87K0.00%−1,770−95.9%Reduced
Catherine Avery Investment Management LLC82$7.41K0.01%+82New
Longfellow Investment Management Co LLC87$7.86K0.00%00.0%Unchanged
Bellevue Asset Management, LLC87$7.86K0.00%+87New
Flagship Wealth Advisors, LLC3,792$7.86K0.00%+3,792New
PFS Partners, LLC87$7.87K0.00%00.0%Unchanged
Bray Capital Advisors94$8.48K0.00%00.0%Unchanged
Roble, Belko & Company, Inc97$9.00K0.00%00.0%Unchanged
EnRich Financial Partners LLC102$9.23K0.00%00.0%Unchanged
Your Advocates Ltd., LLP110$9.94K0.00%+110New
NBC Securities, Inc.111$10.0K0.92%−114,093−99.9%Reduced
PayPay Securities Corp113$10.2K0.44%+26+29.9%Added
ESL Trust Services, LLC115$10.4K0.00%00.0%Unchanged
Wells Financial Advisors INC118$10.7K0.01%00.0%Unchanged
Parkworth Wealth Management, Inc.118$10.7K0.01%+118New
Barrett & Company, Inc.129$11.7K0.00%−9−6.5%Reduced
Westend Capital Management, LLC132$11.9K0.00%00.0%Unchanged
First Pacific Financial138$12.5K0.00%+138New
Robinswood Financial LLC140$12.6K0.00%00.0%Unchanged
Cornerstone National Bank & Trust Co141$12.7K0.01%00.0%Unchanged
Innovative Advisory Group, LLC160$14.5K0.01%+160New
Bear Mountain Capital, Inc.170$15.9K0.01%+20+13.3%Added
Comprehensive Financial Planning, Inc.180$16.3K0.01%+180New
Lam Group, Inc.183$16.5K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.186$16.8K0.00%00.0%Unchanged
Copia Wealth Management186$16.8K0.02%+186New
PFG Private Wealth Management, LLC202$18.3K0.01%00.0%Unchanged
HighMark Wealth Management LLC207$18.7K0.01%+3+1.5%Added
Lipe & Dalton210$19.0K0.01%−450−68.2%Reduced
Providence First Trust Co225$20.3K0.01%+225New
Lummis Asset Management, LP234$21.1K0.03%00.0%Unchanged
Keystone Financial Group, Inc.242$21.9K0.02%+242New
Anfield Capital Management, LLC255$23.1K0.01%−195−43.3%Reduced
DecisionPoint Financial, LLC256$23.1K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.270$24.4K0.02%00.0%Unchanged
FPC Investment Advisory, Inc.259$25.4K0.02%+259New
Horizon Financial Services, LLC288$26.0K0.01%+262+1,007.7%Added
PMV Capital Advisers, LLC300$27.1K0.07%+300New
Nova Wealth Management, Inc.303$27.4K0.02%+303New
Fiduciary Advisors, Inc.303$27.4K0.03%+303New
Tortoise Investment Management, LLC329$29.7K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.334$31.0K0.00%−20−5.6%Reduced
Knights of Columbus Asset Advisors LLC344$31.1K0.00%00.0%Unchanged
Decker Retirement Planning Inc.353$31.9K0.02%+353New
Battery Global Advisors, LLC357$32.3K0.02%00.0%Unchanged
Caitlin John, LLC364$32.9K0.02%−252−40.9%Reduced
Nordwand Advisors, LLC366$33.1K0.01%00.0%Unchanged
Matrix Trust Co378$34.0K0.01%+9+2.4%Added
Mizuho Securities Co. Ltd.380$34.4K0.52%−170−30.9%Reduced
Reyes Financial Architecture, Inc.404$36.5K0.03%+404New
Hoese & Co LLP405$36.6K0.03%00.0%Unchanged
Noble Wealth Management PBC412$37.2K0.03%+412New
Bay Harbor Wealth Management, LLC412$37.3K0.01%00.0%Unchanged
Northwest Capital Management Inc441$39.8K0.02%00.0%Unchanged
Islay Capital Management, LLC450$40.7K0.03%−1,350−75.0%Reduced
Osterweis Capital Management Inc450$40.7K0.00%00.0%Unchanged
Mizuho Bank, Ltd.450$40.7K0.01%+450New
Hara Capital LLC456$41.2K0.03%00.0%Unchanged
Chesapeake Asset Management LLC458$41.4K0.04%+139+43.6%Added
XY Capital Ltd475$42.9K0.05%+475New
Ramirez Asset Management, Inc.500$45.2K0.01%00.0%Unchanged
Clark Wealth Partners507$45.8K0.04%+507New
Fedenia Advisers LLC510$46.1K0.03%+510New
Longview Financial Advisors LLC519$46.9K0.03%+519New
ZRC Wealth Management, LLC525$47.4K0.02%+150+40.0%Added
Sugar Maple Asset Management, LLC536$48.4K0.04%+536New
Evelyn Partners Asset Management Ltd564$51.0K0.01%+564New
Legacy Investment Solutions, LLC505$51.1K0.03%00.0%Unchanged
Legacy Wealth Managment, LLC505$51.1K0.03%00.0%Unchanged
SLT Holdings LLC577$52.1K0.05%+577New
WealthTrak Capital Management LLC582$52.6K0.04%+582New
Financial Avengers, Inc.583$52.7K0.02%00.0%Unchanged
Ulland Investment Advisors, LLC585$53.0K0.03%00.0%Unchanged
Vega Investment Solutions594$53.7K0.04%+594New
VisionPoint Advisory Group, LLC600$54.0K0.02%+600New
Tacita Capital Inc600$54.2K0.04%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC600$54.2K0.04%00.0%Unchanged
Investment Management Corp612$55.3K0.05%+612New
Finley Financial, LLC609$55.6K0.03%+609New
Kings Path Partners LLC621$56.1K0.02%00.0%Unchanged
Kozak & Associates, Inc.619$56.2K0.01%+113+22.3%Added
NCP Inc.627$56.6K0.03%00.0%Unchanged
Horizon Bancorp Inc627$57.0K0.03%−194−23.6%Reduced
Christopher J. Hasenberg, Inc647$58.5K0.02%00.0%Unchanged