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; 4,426 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
- +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
- 1,393 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 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,977 | $275.7B |
| Q1 2025 | 3,883 | $247.6B |
| Q4 2024 | 3,921 | $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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 8,128 | $735.9K | 0.48% | +641+8.6% | Added |
| Unique Wealth Strategies, LLC | 8,167 | $737.9K | 0.32% | +8,167 | New |
| Commonwealth Retirement Investments LLC | 8,167 | $737.9K | 0.30% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 8,169 | $738.1K | 0.13% | −1,551−16.0% | Reduced |
| First National Bank | 8,175 | $738.6K | 0.51% | −100−1.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,176 | $738.7K | 0.05% | +3,453+73.1% | Added |
| Seed Wealth Management, Inc. | 8,190 | $740.0K | 0.60% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 8,212 | $741.9K | 0.15% | +22+0.3% | Added |
| Taika Capital, LP | 8,218 | $742.5K | 0.57% | +8,218 | New |
| Bordeaux Wealth Advisors LLC | 8,260 | $746.3K | 0.12% | 00.0% | Unchanged |
| Advantage Trust Co | 8,268 | $747.0K | 0.44% | −1,200−12.7% | Reduced |
| TFG Advisers LLC | 8,271 | $747.3K | 0.27% | −116−1.4% | Reduced |
| Arkansas Financial Group, Inc. | 8,293 | $749.3K | 0.12% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 8,300 | $749.9K | 0.72% | +8,300 | New |
| Sage Private Wealth Group, LLC | 8,300 | $750.0K | 0.56% | −233−2.7% | Reduced |
| Round Rock Advisors, LLC | 8,305 | $750.4K | 0.15% | +4,369+111.0% | Added |
| PCG Asset Management, LLC | 8,318 | $751.5K | 0.66% | +8,318 | New |
| Ewa, LLC | 8,319 | $751.6K | 0.28% | +13+0.2% | Added |
| Left Brain Wealth Management, LLC | 8,320 | $751.7K | 0.28% | +8,320 | New |
| Rogco, LP | 8,326 | $752.3K | 0.31% | −43,431−83.9% | Reduced |
| Foguth Wealth Management, LLC. | 7,948 | $753.1K | 0.20% | +163+2.1% | Added |
| Granite Harbor Advisors, Inc. | 8,341 | $753.6K | 0.42% | +205+2.5% | Added |
| Vista Investment Partners II, LLC | 8,346 | $754.1K | 0.45% | +8,346 | New |
| Precedent Wealth Partners, LLC | 8,357 | $755.1K | 0.25% | +493+6.3% | Added |
| May Hill Capital, LLC | 8,363 | $755.6K | 0.29% | +8,363 | New |
| Seeds Investor LLC | 8,365 | $755.7K | 0.22% | −2,208−20.9% | Reduced |
| Disciplined Investors, L.L.C. | 8,259 | $756.0K | 0.73% | +8,259 | New |
| Garrison Point Advisors, LLC | 8,369 | $756.1K | 0.36% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 8,375 | $756.7K | 0.19% | +783+10.3% | Added |
| Jacobsen Capital Management | 8,391 | $758.1K | 0.32% | +10.0% | Added |
| Baron Wealth Management LLC | 8,392 | $758.2K | 0.36% | +130+1.6% | Added |
| Charter Research & Investment Group, Inc. | 8,392 | $758.2K | 0.58% | −20−0.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 8,401 | $759.0K | 0.07% | −150−1.8% | Reduced |
| Safe Harbor Fiduciary, LLC | 8,403 | $759.2K | 0.77% | −307−3.5% | Reduced |
| Oak Thistle LLC | 8,403 | $759.2K | 0.23% | +8,403 | New |
| Westside Investment Management, Inc. | 8,410 | $759.9K | 0.16% | −100−1.2% | Reduced |
| Affinity Wealth Management LLC | 8,416 | $760.4K | 0.13% | −819−8.9% | Reduced |
| Revisor Wealth Management LLC | 8,285 | $761.4K | 0.70% | −7,777−48.4% | Reduced |
| Fusion Capital, LLC | 8,438 | $762.4K | 0.31% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 8,447 | $763.2K | 0.05% | −69−0.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,456 | $764.0K | 0.11% | −171−2.0% | Reduced |
| Fiera Capital Corp | 8,462 | $764.5K | 0.00% | +5,180+157.8% | Added |
| Mechanics Financial Corp | 8,466 | $764.9K | 0.34% | −45−0.5% | Reduced |
| Eagle Bay Advisors LLC | 8,479 | $767.9K | 0.48% | −885−9.5% | Reduced |
| Sepio Capital, LP | 8,509 | $768.8K | 0.06% | −64−0.7% | Reduced |
| Vista Wealth Management Group, LLC | 8,518 | $769.6K | 0.05% | +684+8.7% | Added |
| Petra Financial Advisors Inc | 8,520 | $769.8K | 0.52% | +8,520 | New |
| LifeSteps Financial, Inc. | 8,523 | $770.1K | 0.59% | +385+4.7% | Added |
| Aull & Monroe Investment Management Corp | 8,541 | $771.6K | 0.39% | −600−6.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,548 | $772.3K | 0.31% | −532−5.9% | Reduced |
| Tributary Capital Management, LLC | 8,555 | $772.9K | 0.06% | −400−4.5% | Reduced |
| Ami Investment Management Inc | 8,572 | $774.5K | 0.25% | −5,491−39.0% | Reduced |
| Atlas Legacy Advisors, LLC | 8,572 | $774.5K | 0.19% | +8,572 | New |
| Falcon Wealth Planning | 8,598 | $776.9K | 0.09% | −31−0.4% | Reduced |
| Balentine LLC | 8,612 | $778.1K | 0.03% | −630−6.8% | Reduced |
| Kuhn & Co Investment Counsel | 8,634 | $780.1K | 0.66% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 8,634 | $780.1K | 0.32% | −107−1.2% | Reduced |
| Bath Savings Trust Co | 8,637 | $780.4K | 0.08% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 8,650 | $781.5K | 0.71% | +8,650 | New |
| Watchman Group, Inc. | 8,658 | $782.3K | 0.21% | −841−8.9% | Reduced |
| Well Done, LLC | 9,698 | $783.1K | 0.14% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 8,695 | $785.6K | 0.40% | +8,695 | New |
| Full Sail Capital, LLC | 8,702 | $786.2K | 0.05% | +541+6.6% | Added |
| Braun-Bostich & Associates Inc. | 8,709 | $786.9K | 0.57% | −390−4.3% | Reduced |
| New Covenant Trust Company, N.A. | 8,714 | $789.2K | 0.78% | −271−3.0% | Reduced |
| McLean Asset Management Corp | 8,739 | $789.6K | 0.24% | +908+11.6% | Added |
| Willner & Heller, LLC | 8,741 | $789.8K | 0.69% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 8,792 | $794.4K | 0.40% | −32−0.4% | Reduced |
| Samalin Investment Counsel, LLC | 8,793 | $794.5K | 0.34% | −10.0% | Reduced |
| Heartwood Wealth Advisors LLC | 8,808 | $795.8K | 0.09% | +360+4.3% | Added |
| LVZ Advisors, Inc. | 8,828 | $797.6K | 0.10% | +827+10.3% | Added |
| First Bank & Trust | 8,833 | $798.1K | 0.15% | −184−2.0% | Reduced |
| Revolve Wealth Partners, LLC | 8,849 | $799.5K | 0.12% | +485+5.8% | Added |
| Legacy Financial Group LLC | 8,859 | $800.4K | 0.13% | +8,859 | New |
| Private Wealth Advisors | 8,868 | $801.2K | 0.35% | −120−1.3% | Reduced |
| NDVR, Inc. | 8,886 | $802.9K | 0.77% | +599+7.2% | Added |
| Challenger Wealth Management | 8,897 | $803.9K | 0.69% | +8,897 | New |
| Trinity Financial Advisors LLC | 8,923 | $804.9K | 0.31% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 8,943 | $808.0K | 0.53% | −23,307−72.3% | Reduced |
| Columbia Asset Management | 8,959 | $809.4K | 0.15% | +375+4.4% | Added |
| Clay Northam Wealth Management, LLC | 8,964 | $809.9K | 0.52% | +21+0.2% | Added |
| First United Bank Trust | 8,967 | $810.2K | 0.29% | +412+4.8% | Added |
| Hofer & Associates. Inc | 8,976 | $811.0K | 0.54% | +420+4.9% | Added |
| Axq Capital, LP | 8,981 | $811.4K | 0.37% | +8,981 | New |
| BancFirst Trust & Investment Management | 8,961 | $811.6K | 0.36% | +1,200+15.5% | Added |
| Cypress Advisory Group LLC | 9,000 | $813.1K | 0.75% | +9,000 | New |
| Hills Bank & Trust Co | 9,015 | $814.5K | 0.06% | −290−3.1% | Reduced |
| New England Research & Management, Inc. | 9,024 | $815.0K | 0.41% | +1,101+13.9% | Added |
| BCS Wealth Management | 9,029 | $816.0K | 0.20% | +9,029 | New |
| Advisory Resource Group | 9,044 | $817.2K | 0.17% | +945+11.7% | Added |
| Ironwood Financial, llc | 9,049 | $817.6K | 0.17% | 00.0% | Unchanged |
| Balboa Wealth Partners | 9,056 | $818.2K | 0.19% | +417+4.8% | Added |
| Builder Investment Group Inc | 9,061 | $818.6K | 0.22% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 9,071 | $819.6K | 0.48% | +136+1.5% | Added |
| Chilton Investment Co LLC | 9,107 | $822.8K | 0.02% | +10+0.1% | Added |
| International Private Wealth Advisors LLC | 9,128 | $824.7K | 0.82% | +5,206+132.7% | Added |
| Sax Wealth Advisors, LLC | 9,135 | $825.4K | 0.06% | −201−2.2% | Reduced |
| Blalock Williams, LLC | 9,137 | $825.5K | 0.96% | +9,137 | New |
| YANKCOM Partnership | 9,141 | $825.9K | 0.44% | +9,141 | New |
| Advisors Management Group Inc | 9,142 | $826.0K | 0.20% | −98−1.1% | Reduced |