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 |
|---|---|---|---|---|---|
| Watershed Private Wealth LLC | 5,814 | $525.3K | 0.20% | +1,050+22.0% | Added |
| Sage Rhino Capital LLC | 5,820 | $525.8K | 0.11% | −103−1.7% | Reduced |
| Everstar Asset Management, LLC | 5,820 | $525.8K | 0.37% | +591+11.3% | Added |
| Breakthru Advisory Services, LLC | 5,826 | $526.4K | 0.48% | +5,826 | New |
| Exchange Capital Management, Inc. | 5,829 | $526.6K | 0.08% | −573−9.0% | Reduced |
| Pettinga Financial Advisors, LLC | 5,848 | $528.3K | 0.12% | +87+1.5% | Added |
| RNC Capital Management LLC | 5,850 | $528.5K | 0.03% | +23+0.4% | Added |
| German American Bancorp, Inc. | 5,851 | $528.6K | 0.06% | +334+6.1% | Added |
| Millstone Evans Group, LLC | 5,852 | $528.7K | 0.36% | +5,852 | New |
| Novak & Powell Financial Services, Inc. | 5,854 | $528.9K | 0.31% | 00.0% | Unchanged |
| Accel Wealth Management | 5,855 | $529.0K | 0.20% | −278−4.5% | Reduced |
| Renaissance Investment Group LLC | 5,873 | $530.6K | 0.11% | +1,166+24.8% | Added |
| Tru Independence Asset Management 2, LLC | 5,865 | $531.1K | 0.44% | +750+14.7% | Added |
| Bryce Point Capital, LLC | 5,880 | $531.3K | 0.15% | +5,880 | New |
| ForthRight Wealth Management, LLC | 5,891 | $532.2K | 0.18% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 5,902 | $533.2K | 0.49% | +5,902 | New |
| Planning Center, Inc. | 5,910 | $534.0K | 0.07% | −78−1.3% | Reduced |
| Retirement Investment Advisors, Inc. | 5,916 | $534.5K | 0.06% | 00.0% | Unchanged |
| Anchor Pointe Wealth Management, LLC | 5,911 | $535.4K | 0.70% | +5,911 | New |
| Hazlett, Burt & Watson, Inc. | 5,916 | $536.0K | 0.24% | −188−3.1% | Reduced |
| Oakwell Private Wealth Management, LLC | 5,935 | $536.2K | 0.15% | −104−1.7% | Reduced |
| 1858 Wealth Management, LLC | 5,939 | $536.6K | 0.43% | −611−9.3% | Reduced |
| Medallion Wealth Advisors, LLC | 5,982 | $536.8K | 0.27% | +5,982 | New |
| Uhlmann Price Securities, LLC | 5,943 | $536.9K | 0.41% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 5,944 | $537.1K | 0.09% | −105−1.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 5,948 | $537.4K | 0.04% | −75−1.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,937 | $537.6K | 0.15% | +98+1.7% | Added |
| Poehling Capital Management, LLC | 5,961 | $538.5K | 0.13% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 5,976 | $539.0K | 0.21% | +5,976 | New |
| Keystone Wealth Services, LLC | 5,975 | $539.9K | 0.14% | −164−2.7% | Reduced |
| Mirador Capital Partners LP | 5,976 | $539.9K | 0.10% | +1,344+29.0% | Added |
| Wedgewood Investors Inc | 5,979 | $540.2K | 0.64% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 5,987 | $540.9K | 0.10% | +5,987 | New |
| NCM Capital Management, LLC | 5,992 | $541.4K | 0.24% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 6,000 | $542.1K | 0.17% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 6,000 | $542.1K | 0.32% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 6,000 | $542.1K | 0.41% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 6,008 | $542.8K | 0.07% | −173−2.8% | Reduced |
| Redwood Wealth Management Group, LLC | 6,011 | $542.8K | 0.26% | −18−0.3% | Reduced |
| Carmel Capital Partners, LLC | 6,021 | $544.0K | 0.22% | +92+1.6% | Added |
| American Institute for Advanced Investment Management, LLP | 6,050 | $546.6K | 0.41% | −60−1.0% | Reduced |
| Optivise Advisory Services LLC | 6,062 | $547.7K | 0.30% | +282+4.9% | Added |
| Magnolia Capital Management Ltd | 6,060 | $548.0K | 0.44% | 00.0% | Unchanged |
| M. Kraus & Co | 6,084 | $549.7K | 0.16% | −84−1.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,098 | $551.0K | 0.20% | +1,330+27.9% | Added |
| Aua Capital Management, LLC | 6,102 | $551.3K | 0.35% | 00.0% | Unchanged |
| AXS Investments LLC | 6,104 | $551.5K | 0.15% | +57+0.9% | Added |
| Partners in Financial Planning | 6,108 | $551.9K | 0.11% | 00.0% | Unchanged |
| Gibson Capital, LLC | 6,119 | $552.9K | 0.11% | +14+0.2% | Added |
| Apexium Financial, LP | 6,116 | $553.4K | 0.03% | +895+17.1% | Added |
| Drake & Associates, LLC | 5,473 | $553.6K | 0.16% | −1,065−16.3% | Reduced |
| Long Run Wealth Advisors, LLC | 6,128 | $553.7K | 0.13% | +278+4.8% | Added |
| AGH Wealth Advisors, LLC | 6,137 | $554.5K | 0.51% | +6,137 | New |
| CAP Partners, LLC | 6,149 | $555.6K | 0.39% | +95+1.6% | Added |
| Sittner & Nelson, LLC | 6,163 | $556.8K | 0.24% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 6,163 | $556.8K | 0.60% | +6,163 | New |
| Cable Hill Partners, LLC | 6,155 | $557.3K | 0.06% | −482−7.3% | Reduced |
| Shoker Investment Counsel, Inc. | 6,180 | $558.4K | 0.19% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6,187 | $559.0K | 0.14% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 6,206 | $560.7K | 0.06% | −10.0% | Reduced |
| Flaharty Asset Management, LLC | 6,226 | $562.5K | 0.08% | +2,917+88.2% | Added |
| Michael S. Ryan, Inc. | 6,230 | $562.9K | 0.38% | −131−2.1% | Reduced |
| Fidelity D & D Bancorp Inc | 6,243 | $564.1K | 0.38% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 6,243 | $565.4K | 0.30% | −5,280−45.8% | Reduced |
| Wellspring Financial Advisors, LLC | 6,258 | $565.4K | 0.06% | −458−6.8% | Reduced |
| PSI Advisors, LLC | 6,263 | $565.9K | 0.17% | +75+1.2% | Added |
| Global X Japan Co., Ltd. | 6,264 | $566.0K | 0.07% | +288+4.8% | Added |
| Wood Tarver Financial Group, LLC | 6,265 | $566.0K | 0.19% | +6,265 | New |
| Contravisory Investment Management, Inc. | 6,295 | $568.8K | 0.12% | −699−10.0% | Reduced |
| Sage Capital Management, LLC | 6,300 | $569.2K | 0.29% | 00.0% | Unchanged |
| ERn Financial, LLC | 6,314 | $570.4K | 0.09% | −315−4.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 6,314 | $570.5K | 0.31% | −2,100−25.0% | Reduced |
| Brown Miller Wealth Management, LLC | 6,317 | $570.8K | 0.22% | −127−2.0% | Reduced |
| Evermay Wealth Management LLC | 6,332 | $573.2K | 0.09% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 6,353 | $574.0K | 0.26% | +260+4.3% | Added |
| CKW Financial Group | 6,357 | $574.0K | 0.07% | +300+5.0% | Added |
| Maple Capital Management, Inc. | 6,356 | $574.3K | 0.04% | +19+0.3% | Added |
| Great Diamond Partners, LLC | 6,361 | $574.7K | 0.15% | −550−8.0% | Reduced |
| Armstrong Henry H Associates Inc | 6,364 | $575.0K | 0.06% | −50−0.8% | Reduced |
| Quarry LP | 6,372 | $575.7K | 0.11% | +6,372 | New |
| Dominguez Wealth Management Solutions, Inc. | 6,386 | $577.0K | 0.42% | +750+13.3% | Added |
| Howe & Rusling Inc | 6,388 | $577.2K | 0.05% | +147+2.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,388 | $577.2K | 0.43% | −1,098−14.7% | Reduced |
| Game Plan Financial Advisors, LLC | 6,389 | $577.4K | 0.27% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 6,401 | $578.3K | 0.16% | +155+2.5% | Added |
| ICONIQ Capital, LLC | 6,402 | $578.4K | 0.01% | +2,716+73.7% | Added |
| Evolution Wealth Advisors, LLC | 6,403 | $578.6K | 0.10% | +3,450+116.8% | Added |
| Heritage Family Offices, LLP | 6,405 | $578.7K | 0.29% | +300+4.9% | Added |
| Betterment LLC | 6,418 | $580.0K | 0.00% | +958+17.5% | Added |
| Victory Financial Group, LLC | 6,444 | $582.2K | 0.15% | +6,444 | New |
| MBE Wealth Management, LLC | 6,451 | $582.9K | 0.33% | +3,427+113.3% | Added |
| Verum Partners LLC | 6,453 | $583.0K | 0.17% | +150+2.4% | Added |
| Strategic Financial Services, Inc, | 6,454 | $583.1K | 0.03% | +370+6.1% | Added |
| Montis Financial, LLC | 6,459 | $583.5K | 0.18% | +423+7.0% | Added |
| Lodestone Wealth Management LLC | 6,460 | $583.6K | 0.29% | +265+4.3% | Added |
| Avion Wealth | 6,469 | $584.0K | 0.15% | +1,821+39.2% | Added |
| Claris Advisors, LLC | 6,465 | $584.1K | 0.22% | +400+6.6% | Added |
| Liberty Wealth Management LLC | 6,479 | $585.3K | 0.10% | +14+0.2% | Added |
| Parvin Asset Management, LLC | 6,491 | $586.5K | 0.63% | +6,491 | New |
| Tealwood Asset Management Inc | 6,492 | $587.0K | 0.24% | +738+12.8% | Added |