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 7 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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cascades Capital Asset Management, LLC | 5,200 | $469.9K | 0.25% | +50+1.0% | Added |
| Drucker Wealth 3.0, LLC | 5,203 | $470.1K | 0.11% | +1,075+26.0% | Added |
| Abel Hall, LLC | 5,209 | $470.6K | 0.30% | +50+1.0% | Added |
| Cypress Asset Management Inc | 5,109 | $470.6K | 0.12% | −100−1.9% | Reduced |
| Meridian Financial Partners LLC | 5,214 | $471.0K | 0.25% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,187 | $471.0K | 0.09% | +452+9.5% | Added |
| PCA Investment Advisory Services Inc. | 5,232 | $472.7K | 0.22% | −105−2.0% | Reduced |
| Goepper Burkhardt LLC | 5,234 | $472.9K | 0.19% | −25−0.5% | Reduced |
| Lockerman Financial Group, Inc. | 5,235 | $473.0K | 0.81% | −84−1.6% | Reduced |
| Peak Asset Management, LLC | 5,235 | $473.0K | 0.09% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5,244 | $473.8K | 0.06% | +12+0.2% | Added |
| Retirement Planning Group, LLC | 5,254 | $474.7K | 0.52% | +5,254 | New |
| Permanent Capital Management, LP | 5,243 | $474.8K | 0.15% | +5,243 | New |
| Bright Financial Advisors, Inc. | 5,268 | $476.0K | 0.30% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5,297 | $478.6K | 0.10% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 5,310 | $479.8K | 0.24% | −55−1.0% | Reduced |
| Sylvest Advisors, LLC | 5,312 | $479.9K | 0.30% | +5,312 | New |
| Montz Harcus Wealth Management LLC | 5,312 | $480.0K | 0.27% | +28+0.5% | Added |
| FSM Wealth Advisors, LLC | 5,258 | $480.0K | 0.12% | +1,159+28.3% | Added |
| Birch Financial Group, LLC | 5,319 | $480.6K | 0.54% | +5,319 | New |
| Investment Partners Asset Management, Inc. | 5,328 | $481.4K | 0.38% | −409−7.1% | Reduced |
| Kolinsky Wealth Management, LLC | 5,339 | $482.4K | 0.29% | +318+6.3% | Added |
| Lloyd Advisory Services, LLC. | 5,348 | $483.2K | 0.23% | +117+2.2% | Added |
| Inman Jager Wealth Management, LLC | 5,353 | $483.6K | 0.38% | +5,353 | New |
| SilverOak Wealth Management LLC | 5,358 | $484.1K | 0.10% | −84−1.5% | Reduced |
| Grant Private Wealth Management Inc | 5,362 | $484.5K | 0.52% | +5,362 | New |
| Hoxton Planning & Management, LLC | 5,374 | $485.5K | 0.19% | +6+0.1% | Added |
| Goldstone Financial Group, LLC | 5,377 | $485.8K | 0.08% | +834+18.4% | Added |
| Garde Capital, Inc. | 5,382 | $486.0K | 0.03% | +3,302+158.8% | Added |
| Invenio Wealth Partners LLC | 5,388 | $486.8K | 0.20% | −351−6.1% | Reduced |
| FDx Advisors, Inc. | 5,389 | $487.0K | 0.14% | −761−12.4% | Reduced |
| Aviso Wealth Management | 5,396 | $487.5K | 0.25% | +5,396 | New |
| Eclectic Associates Inc | 5,397 | $487.6K | 0.14% | +548+11.3% | Added |
| Beacon Investment Advisory Services, Inc. | 5,399 | $487.8K | 0.02% | +224+4.3% | Added |
| Rothschild Capital Partners, LLC | 5,399 | $487.8K | 0.12% | +5,399 | New |
| Sovereign's Capital Management, LLC | 5,400 | $487.9K | 0.31% | +5,400 | New |
| Crown Wealth Group, LLC | 5,408 | $488.6K | 0.20% | +42+0.8% | Added |
| Warren Street Wealth Advisors, LLC | 5,408 | $488.6K | 0.20% | +171+3.3% | Added |
| Family Investment Center, Inc. | 5,413 | $489.1K | 0.12% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 5,418 | $489.5K | 0.08% | −679−11.1% | Reduced |
| M.E. Allison & Co., Inc. | 5,418 | $489.6K | 0.54% | +5,418 | New |
| Planned Solutions, Inc. | 5,420 | $489.7K | 0.20% | −620−10.3% | Reduced |
| MBA Advisors LLC | 5,427 | $490.3K | 0.25% | +15+0.3% | Added |
| SGL Investment Advisors, Inc. | 4,734 | $490.5K | 0.25% | −455−8.8% | Reduced |
| Townsend Asset Management Corp | 5,438 | $491.3K | 0.18% | −6,666−55.1% | Reduced |
| Aviso Financial Inc. | 5,439 | $491.4K | 0.02% | +1,452+36.4% | Added |
| Prosperity Wealth Management, Inc. | 5,455 | $492.9K | 0.20% | −108−1.9% | Reduced |
| Enterprise Bank & Trust Co | 5,456 | $492.9K | 0.16% | +248+4.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,444 | $493.0K | 0.23% | −730−11.8% | Reduced |
| Channel Wealth LLC | 5,472 | $494.4K | 0.16% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 5,482 | $495.3K | 0.08% | −564−9.3% | Reduced |
| McDaniel Terry & Co | 5,492 | $496.0K | 0.04% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 5,500 | $498.0K | 0.31% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 5,512 | $498.0K | 0.13% | −456−7.6% | Reduced |
| Hardin Capital Partners, LLC | 5,519 | $498.6K | 0.30% | −1,177−17.6% | Reduced |
| Bay Capital Advisors, LLC | 5,536 | $500.2K | 0.40% | +5,536 | New |
| Darden Wealth Group Inc | 5,535 | $500.2K | 0.34% | +750+15.7% | Added |
| Summitry LLC | 5,550 | $501.4K | 0.02% | −275−4.7% | Reduced |
| Alterna Wealth Management, Inc | 5,563 | $502.6K | 0.42% | +500+9.9% | Added |
| Johnson & White Wealth Management, LLC | 5,588 | $503.0K | 0.30% | +5,588 | New |
| Independent Wealth Network Inc. | 5,568 | $503.1K | 0.20% | +222+4.2% | Added |
| Scarborough Advisors, LLC | 5,584 | $504.5K | 0.07% | +109+2.0% | Added |
| Private Capital Management, LLC | 5,587 | $504.8K | 0.05% | +75+1.4% | Added |
| High Falls Advisors, Inc | 5,588 | $504.9K | 0.12% | +3+0.1% | Added |
| waypoint wealth counsel | 5,593 | $505.3K | 0.33% | +400+7.7% | Added |
| Lion Street Advisors, LLC | 5,595 | $505.5K | 0.16% | +1,206+27.5% | Added |
| Commons Capital, LLC | 5,612 | $507.1K | 0.46% | −5−0.1% | Reduced |
| Black Diamond Financial, LLC | 5,616 | $507.5K | 0.08% | +411+7.9% | Added |
| Hohimer Wealth Management, LLC | 5,627 | $508.4K | 0.10% | +27+0.5% | Added |
| KFA Private Wealth Group, LLC | 5,641 | $509.6K | 0.21% | −17−0.3% | Reduced |
| Portfolio Design Labs, LLC | 5,641 | $509.7K | 0.10% | +2,592+85.0% | Added |
| Stephens Consulting, LLC | 5,643 | $509.8K | 0.13% | −180−3.1% | Reduced |
| Symphony Financial Services, Inc. | 5,656 | $511.1K | 0.41% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5,657 | $511.1K | 0.03% | +220+4.0% | Added |
| Shotwell Rutter Baer Inc | 5,499 | $511.4K | 0.43% | 00.0% | Unchanged |
| Collective Family Office LLC | 5,682 | $513.4K | 0.14% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 5,693 | $514.4K | 0.09% | +27+0.5% | Added |
| Alpha Omega Wealth Management LLC | 5,697 | $514.7K | 0.10% | −62−1.1% | Reduced |
| Sentinel Trust Co Lba | 5,697 | $515.0K | 0.06% | −77−1.3% | Reduced |
| Baldwin Brothers Inc | 5,705 | $515.4K | 0.04% | +1,289+29.2% | Added |
| Palacios Wealth Management, LLC | 5,645 | $515.5K | 0.56% | +5,645 | New |
| Sherbrooke Park Advisers LLC | 5,721 | $516.9K | 0.16% | +5,721 | New |
| Financial Insights, Inc. | 5,748 | $519.3K | 0.19% | −7,557−56.8% | Reduced |
| Tyler-Stone Wealth Management | 5,749 | $519.4K | 0.09% | +136+2.4% | Added |
| Financial Strategies Group, Inc. | 5,585 | $519.4K | 0.12% | −233−4.0% | Reduced |
| Souders Financial Advisors | 5,756 | $520.1K | 0.07% | −11,463−66.6% | Reduced |
| Alpha Zero LLC | 5,758 | $520.2K | 0.40% | +5,758 | New |
| Capula Management Ltd | 5,761 | $520.5K | 0.00% | −1,057−15.5% | Reduced |
| Seaside Wealth Management, Inc. | 5,763 | $520.7K | 0.19% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 5,769 | $521.2K | 0.50% | +5,769 | New |
| Keynote Financial Services LLC | 5,771 | $521.4K | 0.40% | −321−5.3% | Reduced |
| Circle Wealth Management, LLC | 5,777 | $521.9K | 0.01% | +29+0.5% | Added |
| Lauterbach Financial Advisors, LLC | 5,779 | $522.1K | 0.32% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,765 | $522.1K | 0.41% | −400−6.5% | Reduced |
| Tillman Hartley LLC | 5,784 | $522.6K | 0.15% | −14−0.2% | Reduced |
| McRae Capital Management Inc | 5,792 | $523.3K | 0.10% | −100−1.7% | Reduced |
| Founders Capital Management | 5,793 | $523.4K | 0.33% | +6+0.1% | Added |
| Encompass More Asset Management | 5,803 | $524.3K | 0.17% | +1,091+23.2% | Added |
| Bullseye Investment Management, LLC | 5,827 | $524.4K | 0.35% | +5,827 | New |
| Reliant Investment Management, LLC | 5,814 | $525.3K | 0.23% | 00.0% | Unchanged |