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Livermore
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 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
3,921
+526 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
598
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: 3,921 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: 3,921 institutionsQ1 2025: 3,883 institutionsQ2 2025: 3,977 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,415 institutionsQ1 2026: 4,468 institutionsQ2 2026: 4,426 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 20264,426$336.1B
Q1 20264,468$360.0B
Q4 20254,415$325.6B
Q3 20254,031$288.8B
Q2 20253,977$275.7B
Q1 20253,883$247.6B
Q4 20243,921$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
AdviceOne Advisory Services, LLC7,326$661.9K0.59%+7,326New
All Terrain Financial Advisors, LLC7,370$665.9K0.26%−62,033−89.4%Reduced
Forte Capital LLC7,380$666.8K0.07%00.0%Unchanged
Arista Wealth Management, LLC7,387$667.4K0.16%+277+3.9%Added
ABN AMRO Bank N.V.7,500$671.3K0.01%−96−1.3%Reduced
West Bancorporation Inc7,440$672.2K0.44%00.0%Unchanged
Founders Capital Management, LLC7,440$672.2K0.12%00.0%Unchanged
MKT Advisors LLC7,312$672.3K0.29%−625−7.9%Reduced
Coign Capital Advisors LLC7,449$673.1K0.62%+7,449New
Worth Asset Management, LLC7,453$673.3K0.36%+6+0.1%Added
Element Wealth, LLC7,470$674.9K0.35%+36+0.5%Added
Acorns Advisers, LLC7,469$675.0K0.01%+332+4.7%Added
Grandfield & Dodd, LLC7,479$675.7K0.04%00.0%Unchanged
Sherman Asset Management, Inc.7,488$676.5K0.62%+7,488New
Mayflower Financial Advisors, LLC7,491$676.8K0.10%+504+7.2%Added
S&CO Inc7,500$677.0K0.05%00.0%Unchanged
Kelly Lawrence W & Associates Inc7,500$677.6K0.16%00.0%Unchanged
Legal Advantage Investments, Inc.7,500$677.6K0.36%00.0%Unchanged
Wedge Capital Management L L P7,501$677.7K0.01%+146+2.0%Added
Stonebridge Capital Management Inc7,500$678.0K0.28%00.0%Unchanged
Leelyn Smith, LLC7,505$678.0K0.12%−1,081−12.6%Reduced
Persium Advisors, LLC7,512$678.7K0.67%+7,512New
Pineridge Advisors LLC7,514$678.9K0.26%+953+14.5%Added
BOS Asset Management, LLC7,554$682.5K0.24%−96−1.3%Reduced
Manske Wealth Management7,555$682.6K0.27%+7,555New
1620 Investment Advisors, Inc.7,570$684.0K0.52%+228+3.1%Added
Jacksonville Wealth Management, LLC7,620$688.4K0.64%+7,620New
Fi3 FINANCIAL ADVISORS, LLC7,604$688.6K0.26%+237+3.2%Added
Castleview Partners, LLC7,666$689.9K0.37%−9−0.1%Reduced
Synergy Financial Management, LLC7,890$690.5K0.05%+7,890New
First City Capital Management, Inc.7,647$690.9K0.37%00.0%Unchanged
Glass Jacobson Investment Advisors llc7,649$691.1K0.23%+1,650+27.5%Added
Okabena Investment Services Inc7,677$693.6K0.19%00.0%Unchanged
M3 Advisory Group, LLC7,677$693.6K0.50%−396−4.9%Reduced
Capital Advisors Wealth Management, LLC7,689$694.7K0.12%+1,647+27.3%Added
Evelyn Partners Investment Management Services Ltd7,692$695.0K0.12%+7,692New
Baron Silver Stevens Financial Advisors, LLC7,693$695.1K0.12%+200+2.7%Added
West Coast Financial LLC7,695$695.2K0.08%00.0%Unchanged
Capstone Wealth Management Group, LLC7,718$697.3K0.37%−252−3.2%Reduced
Significant Wealth Partners LLC7,727$698.2K0.36%−431−5.3%Reduced
Ibex Wealth Advisors7,733$698.7K0.08%+7,733New
Schneider Downs Wealth Management Advisors, LP7,737$699.0K0.13%−396−4.9%Reduced
Broderick Brian C7,740$699.3K0.14%+3,090+66.5%Added
Bristlecone Advisors, LLC7,743$699.6K0.05%00.0%Unchanged
CapWealth Advisors, LLC7,747$700.0K0.08%−2,626−25.3%Reduced
Bravias Capital Group, LLC7,132$700.1K0.57%+7,132New
Zevin Asset Management LLC7,764$701.0K0.10%−135−1.7%Reduced
M1 Capital Management LLC7,762$701.3K0.38%+7,762New
CWC Advisors, LLC.7,763$701.4K0.70%−192−2.4%Reduced
Garden State Investment Advisory Services LLC7,755$702.3K0.22%+187+2.5%Added
Tennessee Valley Asset Management Partners7,779$702.8K0.12%−613−7.3%Reduced
bLong Financial, LLC7,797$704.5K0.58%+7,797New
Van Cleef Asset Management,Inc7,800$704.7K0.08%00.0%Unchanged
Safeguard Financial, LLC7,819$706.4K0.15%+1,843+30.8%Added
Kraft, Davis & Associates, LLC6,814$707.0K0.20%−115−1.7%Reduced
Warwick Investment Management, Inc.7,827$707.2K0.15%−372−4.5%Reduced
Vicus Capital7,843$708.6K0.06%−1,163−12.9%Reduced
Worth Financial Advisory Group, LLC7,845$708.8K0.44%−781−9.1%Reduced
Dogwood Wealth Management LLC7,851$709.4K0.38%+1,177+17.6%Added
Opal Wealth Advisors, LLC7,855$709.7K0.21%+202+2.6%Added
Crewe Advisors LLC7,858$710.0K0.10%−434−5.2%Reduced
Bremer Bank National Association7,861$710.2K0.14%−835−9.6%Reduced
Novus Advisors, LLC7,862$710.3K0.71%+7,862New
Topsail Wealth Management, LLC7,846$710.5K0.15%+7,846New
Wealth Architects, LLC7,867$710.8K0.08%+898+12.9%Added
Sovereign Financial Group, Inc.7,879$711.9K0.16%+902+12.9%Added
Sharp Financial Services, LLC7,882$712.1K0.54%+200+2.6%Added
Trilogy Capital Inc.7,889$712.8K0.04%−955−10.8%Reduced
Sunflower Bank, N.A.7,906$714.3K0.20%+837+11.8%Added
Olistico Wealth, LLC7,907$714.4K0.42%00.0%Unchanged
Private Client Services, LLC7,909$714.5K0.38%+488+6.6%Added
Lord & Richards Wealth Management, LLC7,923$715.8K1.51%+7,923New
Compass Ion Advisors, LLC7,936$717.1K0.09%+723+10.0%Added
Sig Brokerage, LP7,942$717.6K0.34%+7,942New
Truvestments Capital LLC7,946$717.9K0.18%+306+4.0%Added
Cove Private Wealth, LLC7,950$718.3K0.43%00.0%Unchanged
Richardson Financial Services Inc.7,933$718.5K0.50%−875−9.9%Reduced
Power Wealth Management LLC7,956$718.8K0.30%−165−2.0%Reduced
Walker Financial Services, Inc.7,960$719.3K0.42%−114−1.4%Reduced
Oak Hill Wealth Advisors, LLC7,966$719.8K0.17%+7,966New
Lakeridge Wealth Management LLC8,000$722.8K0.37%−131−1.6%Reduced
Maia Wealth LLC7,421$722.8K0.16%+448+6.4%Added
Addison Advisors LLC8,018$724.4K0.20%−126−1.5%Reduced
MinichMacGregor Wealth Management, LLC7,975$724.5K0.15%+1,713+27.4%Added
Redwood Investment Management, LLC8,026$725.0K0.07%−82−1.0%Reduced
Baldwin Investment Management, LLC8,037$726.1K0.09%−708−8.1%Reduced
Thoma Capital Management LLC8,043$726.7K0.50%+8,043New
Emergent Wealth Advisors, LLC8,049$727.2K0.53%+433+5.7%Added
First Business Financial Services, Inc.8,056$727.9K0.07%00.0%Unchanged
New England Capital Financial Advisors LLC8,067$728.9K0.36%−31−0.4%Reduced
Tudor Financial Inc.8,072$729.3K0.43%+1,830+29.3%Added
Facet Wealth, Inc.7,216$729.9K0.02%+582+8.8%Added
Aventura Private Wealth, LLC8,101$731.9K0.39%+8,101New
denkapparat Operations GmbH8,108$732.6K1.08%+8,108New
Fortitude Family Office, LLC8,122$733.8K0.26%+64+0.8%Added
Ruggaard & Associates LLC8,126$734.2K0.32%−351−4.1%Reduced
Hubbell Strickland Wealth Management, LLC8,128$734.4K0.35%00.0%Unchanged
Perissos Private Wealth Management, LLC8,131$734.7K0.55%+131+1.6%Added
Apella Capital, LLC8,132$734.7K0.03%+584+7.7%Added
Kades & Cheifetz LLC8,135$735.0K0.38%−1,525−15.8%Reduced