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 |
|---|---|---|---|---|---|
| Live Oak Investment Partners | – | $587.4K | 0.45% | – | – |
| Widmann Financial Services, Inc. | 6,507 | $587.9K | 0.45% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 6,508 | $588.0K | 0.26% | −1,503−18.8% | Reduced |
| Arcataur Capital Management LLC | 6,509 | $588.1K | 0.20% | −65−1.0% | Reduced |
| Vision Financial Markets LLC | 6,513 | $588.4K | 0.63% | +6,513 | New |
| TPG Advisors LLC | 6,529 | $589.9K | 0.46% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 6,536 | $590.5K | 0.01% | +468+7.7% | Added |
| Northwest Financial Advisors | 6,553 | $592.0K | 0.49% | +633+10.7% | Added |
| Wealthcare Capital Partners, LLC | 6,557 | $592.4K | 0.31% | +6,557 | New |
| Northside Capital Management, LLC | 6,558 | $592.5K | 0.16% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 6,558 | $592.5K | 0.08% | −5−0.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,568 | $593.4K | 0.05% | −325−4.7% | Reduced |
| Ameriflex Group, Inc. | 6,055 | $594.3K | 0.27% | +6,055 | New |
| Mill Creek Capital Advisors, LLC | 6,579 | $594.5K | 0.01% | −54−0.8% | Reduced |
| PKS Advisory Services, LLC | 6,594 | $595.8K | 0.17% | +6,594 | New |
| Family Wealth Group, LLC | 6,598 | $596.1K | 0.46% | +227+3.6% | Added |
| PDT Partners, LLC | 6,600 | $596.3K | 0.05% | −58−0.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 6,603 | $596.6K | 0.42% | +6,603 | New |
| David J Yvars Group | 6,628 | $598.9K | 0.37% | −1,482−18.3% | Reduced |
| Thrive Wealth Management, LLC | 6,641 | $600.0K | 0.11% | −155−2.3% | Reduced |
| CVFG LLC | 6,643 | $600.2K | 0.55% | +6,643 | New |
| Western Pacific Wealth Management, LP | 6,658 | $601.5K | 0.49% | −125−1.8% | Reduced |
| Elevatus Welath Management | 6,671 | $602.7K | 0.21% | +1,562+30.6% | Added |
| BlackDiamond Wealth Management Inc. | 6,672 | $602.8K | 0.35% | +193+3.0% | Added |
| US Asset Management LLC | 6,670 | $603.0K | 0.54% | −48−0.7% | Reduced |
| Inspire Advisors, LLC | 6,689 | $604.4K | 0.07% | +12+0.2% | Added |
| Fortress Wealth Group, LLC | 6,078 | $605.0K | 0.29% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 6,711 | $606.3K | 0.12% | +30.0% | Added |
| Cottonwood Capital Advisors, LLC | 6,716 | $606.8K | 0.44% | +495+8.0% | Added |
| Flywheel Private Wealth LLC | 6,719 | $607.0K | 0.56% | +6,719 | New |
| LJI Wealth Management, LLC | 6,732 | $608.2K | 0.12% | −363−5.1% | Reduced |
| Kennedy Investment Group | 6,745 | $609.4K | 0.28% | +160+2.4% | Added |
| Ballast Advisors LLC | 6,746 | $609.5K | 0.19% | +250+3.8% | Added |
| EPG Wealth Management LLC | 6,750 | $609.9K | 0.16% | −160−2.3% | Reduced |
| Kaydan Wealth Management, Inc. | 6,751 | $610.0K | 0.20% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 6,753 | $610.0K | 0.26% | −360−5.1% | Reduced |
| Centerpoint Advisors, LLC | 6,753 | $610.0K | 0.21% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 6,752 | $610.0K | 0.37% | −300−4.3% | Reduced |
| Hickory Point Bank & Trust | 6,756 | $610.4K | 0.54% | +6,756 | New |
| Pinnacle Family Advisors, LLC | 6,768 | $611.5K | 0.30% | +1,334+24.5% | Added |
| Brass Tax Wealth Management, Inc | 6,805 | $614.8K | 0.13% | +302+4.6% | Added |
| Navellier & Associates Inc | 6,826 | $616.7K | 0.07% | +2,799+69.5% | Added |
| Solidarilty Wealth, LLC | 6,823 | $617.9K | 0.16% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 6,843 | $618.3K | 0.05% | −96−1.4% | Reduced |
| Capital Performance Advisors LLP | 6,845 | $618.4K | 0.20% | +1,183+20.9% | Added |
| Van Strum & Towne Inc. | 6,849 | $618.8K | 0.22% | +108+1.6% | Added |
| Creative Financial Designs Inc | 6,857 | $619.5K | 0.05% | −130−1.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 6,863 | $620.1K | 0.07% | +66+1.0% | Added |
| Inspirion Wealth Advisors, LLC | 6,829 | $620.1K | 0.09% | +70+1.0% | Added |
| Cannon Financial Strategists, Inc. | 6,867 | $620.4K | 0.11% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 6,868 | $620.5K | 0.07% | −20−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 6,874 | $621.1K | 0.17% | −454−6.2% | Reduced |
| Teamwork Financial Advisors, LLC | 6,875 | $621.2K | 0.08% | −1,067−13.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 6,877 | $621.3K | 0.26% | +3,439+100.0% | Added |
| Atlas Private Wealth Advisors | 6,890 | $622.6K | 0.09% | +72+1.1% | Added |
| Vishria Bird Financial Group, LLC | 6,899 | $623.0K | 0.22% | +677+10.9% | Added |
| One Day In July LLC | 6,914 | $624.7K | 0.07% | +2,001+40.7% | Added |
| Hobart Private Capital, LLC | 6,926 | $625.8K | 0.16% | +111+1.6% | Added |
| Jackson Creek Investment Advisors LLC | 6,926 | $626.0K | 0.19% | +6,926 | New |
| Copley Financial Group, Inc. | 6,948 | $627.8K | 0.48% | +3,201+85.4% | Added |
| Cassia Capital Partners, LLC | 6,962 | $629.0K | 0.40% | +6,962 | New |
| Tufton Capital Management | 6,989 | $631.5K | 0.12% | −20−0.3% | Reduced |
| Aspire Private Capital, LLC | 6,991 | $631.6K | 0.16% | −151−2.1% | Reduced |
| OneAscent Wealth Management LLC | 6,991 | $632.0K | 0.26% | −5,377−43.5% | Reduced |
| Altus Wealth Group LLC | 7,009 | $633.3K | 0.28% | −59−0.8% | Reduced |
| Swisher Financial Concepts, Inc. | 7,011 | $633.5K | 0.75% | −7,021−50.0% | Reduced |
| Holland Advisory Services, Inc. | 7,028 | $635.0K | 0.83% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 7,031 | $635.3K | 0.16% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7,037 | $635.8K | 0.19% | +727+11.5% | Added |
| Financial Advisors Network, Inc. | 7,056 | $637.6K | 0.11% | +7,056 | New |
| Thompson Davis & Co., Inc. | 7,057 | $637.6K | 0.41% | +2,050+40.9% | Added |
| Carlson Capital Management | 7,074 | $639.2K | 0.03% | −425−5.7% | Reduced |
| Allen Wealth Management, LLC | 7,077 | $639.4K | 0.46% | −425−5.7% | Reduced |
| Interchange Capital Partners, LLC | 7,079 | $639.6K | 0.23% | +326+4.8% | Added |
| United Bank | 7,083 | $639.9K | 0.27% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 7,096 | $641.1K | 0.10% | +1,016+16.7% | Added |
| Magnetar Financial LLC | 7,103 | $641.8K | 0.01% | +7,103 | New |
| Bernardo Wealth Planning LLC | 6,919 | $643.5K | 0.15% | +155+2.3% | Added |
| Legacy Advisory Services, LLC | 7,138 | $644.9K | 0.55% | −187−2.6% | Reduced |
| Phillips Financial Management, LLC | 7,146 | $645.6K | 0.05% | +9+0.1% | Added |
| Breed's Hill Capital LLC | 7,173 | $648.1K | 0.34% | +42+0.6% | Added |
| Fourth Dimension Wealth, LLC | 7,179 | $648.6K | 0.34% | +7,179 | New |
| Hamilton Capital, LLC | 7,181 | $648.8K | 0.05% | +1,435+25.0% | Added |
| Cross Staff Investments Inc | 7,185 | $649.2K | 0.49% | 00.0% | Unchanged |
| Blossom Wealth Management | 7,199 | $650.4K | 1.25% | +319+4.6% | Added |
| Terril Brothers, Inc. | 7,206 | $651.1K | 0.20% | +867+13.7% | Added |
| Fernwood Investment Management, LLC | 7,206 | $651.1K | 0.23% | +50+0.7% | Added |
| Paulson Wealth Management Inc. | 7,227 | $653.0K | 0.18% | +958+15.3% | Added |
| First Affirmative Financial Network | 7,244 | $654.5K | 0.38% | −2,235−23.6% | Reduced |
| Paragon Capital Management LLC | 7,247 | $654.8K | 0.35% | −531−6.8% | Reduced |
| 25 LLC | 7,254 | $655.4K | 0.28% | +25+0.3% | Added |
| Gimbal Financial | 7,266 | $656.5K | 0.54% | +10.0% | Added |
| Indie Asset Partners, LLC | 7,276 | $657.4K | 0.52% | −407−5.3% | Reduced |
| Clayton Financial Group LLC | 7,277 | $657.5K | 0.24% | −99−1.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,278 | $657.6K | 0.13% | −85−1.2% | Reduced |
| Flynn Zito Capital Management, LLC | 7,281 | $657.8K | 0.31% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 7,292 | $658.8K | 0.75% | +7,292 | New |
| Nadler Financial Group, Inc. | 7,295 | $659.1K | 0.07% | +219+3.1% | Added |
| REDW Wealth LLC | 7,304 | $659.9K | 0.23% | −4,164−36.3% | Reduced |
| AdviceOne Advisory Services, LLC | 7,326 | $661.9K | 0.59% | +7,326 | New |