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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 9,159 | $827.5K | 0.05% | +262+2.9% | Added |
| Umpqua Bank | 9,133 | $829.2K | 0.29% | +1,152+14.4% | Added |
| One Charles Private Wealth Services, LLC | 9,179 | $829.3K | 0.28% | −172−1.8% | Reduced |
| Evanson Asset Management, LLC | 9,193 | $830.5K | 0.06% | −3,300−26.4% | Reduced |
| SOA Wealth Advisors, LLC. | 9,194 | $830.7K | 0.15% | +142+1.6% | Added |
| Charter Oak Capital Management, LLC | 9,212 | $832.3K | 0.08% | −406−4.2% | Reduced |
| LBMC Investment Advisors, LLC | 9,233 | $834.2K | 0.07% | +750+8.8% | Added |
| Somerville Kurt F | 9,254 | $836.1K | 0.14% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 9,261 | $836.7K | 0.42% | +3,161+51.8% | Added |
| Versant Capital Management, Inc | 9,267 | $837.3K | 0.18% | −494−5.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 9,272 | $837.7K | 0.27% | −773−7.7% | Reduced |
| Smart Money Group LLC | 9,273 | $837.8K | 0.29% | 00.0% | Unchanged |
| Horan Securities, Inc. | 9,275 | $838.0K | 0.32% | −268−2.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 9,282 | $838.7K | 0.23% | −21−0.2% | Reduced |
| TFC Financial Management | 9,320 | $842.1K | 0.13% | −959−9.3% | Reduced |
| Investors Research Corp | 9,325 | $842.5K | 0.19% | −24−0.3% | Reduced |
| Sterling Investment Advisors LLC | 9,330 | $843.0K | 0.49% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 9,357 | $845.0K | 0.17% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 9,366 | $846.2K | 0.16% | 00.0% | Unchanged |
| James Hambro & Partners | 9,372 | $847.2K | 0.03% | 00.0% | Unchanged |
| Convergence Financial, LLC | 9,381 | $847.5K | 0.17% | −558−5.6% | Reduced |
| GM Advisory Group, Inc. | 9,385 | $847.9K | 0.05% | +1,399+17.5% | Added |
| Eagle Ridge Investment Management | 9,388 | $848.2K | 0.07% | −44−0.5% | Reduced |
| Advance Capital Management, Inc. | 9,390 | $848.4K | 0.04% | −308−3.2% | Reduced |
| Planning Directions Inc | 9,399 | $849.2K | 0.49% | −100−1.1% | Reduced |
| Moment Partners, LLC | 9,401 | $849.4K | 0.16% | +9,401 | New |
| Cobblestone Capital Advisors LLC | 9,419 | $851.0K | 0.05% | +168+1.8% | Added |
| ABLE Financial Group, LLC | 9,437 | $852.6K | 0.25% | −10−0.1% | Reduced |
| Total Wealth Planning & Management, Inc. | 9,448 | $853.6K | 0.84% | +9,448 | New |
| Burkett Financial Services, LLC | 9,464 | $855.1K | 0.35% | −10.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 9,452 | $855.9K | 0.41% | −65−0.7% | Reduced |
| Alpha Family Trust | 9,480 | $856.5K | 0.48% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 9,488 | $857.2K | 0.12% | +75+0.8% | Added |
| Altshuler Shaham Ltd | 9,500 | $858.3K | 0.03% | −438−4.4% | Reduced |
| BXM Wealth LLC | 9,508 | $859.0K | 1.20% | +9,508 | New |
| DecisionMap Wealth Management, LLC | 9,517 | $859.8K | 0.68% | +9,517 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 9,527 | $860.8K | 0.16% | −43−0.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,536 | $861.6K | 0.40% | +1,504+18.7% | Added |
| McAdam, LLC | 9,557 | $863.4K | 0.05% | −2,385−20.0% | Reduced |
| Flow Traders U.S. LLC | 9,559 | $864.0K | 0.03% | +9,559 | New |
| Concentrum Wealth Management | 9,570 | $864.7K | 0.30% | +922+10.7% | Added |
| Bluesphere Advisors, LLC | 9,576 | $865.2K | 0.42% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 9,583 | $865.8K | 0.65% | +9,583 | New |
| Weaver Consulting Group | 9,588 | $866.3K | 0.27% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 9,598 | $867.2K | 0.12% | −1,558−14.0% | Reduced |
| Athena Investment Management | 9,605 | $867.8K | 0.50% | −1,245−11.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 9,622 | $869.4K | 0.17% | −2,327−19.5% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,630 | $870.1K | 0.24% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 9,639 | $870.9K | 0.03% | −354−3.5% | Reduced |
| Triad Wealth Partners, LLC | 9,639 | $870.9K | 0.31% | +9,639 | New |
| Fairhaven Wealth Management, LLC | 9,653 | $872.1K | 0.27% | +177+1.9% | Added |
| Strategic Wealth Designers | 9,665 | $873.2K | 0.06% | +225+2.4% | Added |
| Birch Hill Investment Advisors LLC | 9,673 | $874.0K | 0.04% | +298+3.2% | Added |
| Culbertson A N & Co Inc | 9,712 | $877.5K | 0.14% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 9,723 | $878.5K | 0.67% | −114−1.2% | Reduced |
| Tandem Investment Partners LLC | 9,730 | $879.1K | 0.84% | +9,730 | New |
| Sabal Trust CO | 9,745 | $880.5K | 0.05% | +682+7.5% | Added |
| AlphaQ Advisors LLC | 9,758 | $881.6K | 2.41% | +125+1.3% | Added |
| LaSalle St. Investment Advisors, LLC | 9,780 | $883.0K | 0.27% | +1,269+14.9% | Added |
| Basepoint Wealth LLC | 9,775 | $883.2K | 0.70% | −153−1.5% | Reduced |
| Capital Square, LLC | 9,321 | $883.3K | 0.50% | +1,795+23.9% | Added |
| WealthTrust Axiom LLC | 9,780 | $883.6K | 0.26% | +50+0.5% | Added |
| Three Bridge Wealth Advisors, LLC | 9,762 | $884.0K | 0.31% | −81−0.8% | Reduced |
| Semus Wealth Partners LLC | 9,787 | $884.3K | 0.59% | −345−3.4% | Reduced |
| Signature Wealth Management Group | 9,805 | $885.9K | 0.36% | −336−3.3% | Reduced |
| Luts & Greenleigh Group, Inc | 9,805 | $885.9K | 0.88% | −5−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 9,808 | $886.2K | 0.43% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 9,818 | $887.0K | 0.08% | +20.0% | Added |
| Atom Investors LP | 9,820 | $887.2K | 0.11% | −14,726−60.0% | Reduced |
| Lantz Financial LLC | 9,845 | $889.5K | 0.24% | +311+3.3% | Added |
| Minot DeBlois Advisors LLC | 9,846 | $889.6K | 0.81% | +9,846 | New |
| Aureus Asset Management, LLC | 9,850 | $889.9K | 0.06% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 9,883 | $892.9K | 0.20% | +146+1.5% | Added |
| Empire Financial Management Company, LLC | 9,887 | $893.3K | 0.28% | +90+0.9% | Added |
| Eagle Rock Investment Company, LLC | 9,895 | $894.0K | 0.15% | −3,174−24.3% | Reduced |
| Rainier Family Wealth Inc | 9,898 | $894.3K | 1.08% | +9,898 | New |
| Pollock Investment Advisors, LLC | 9,901 | $894.6K | 0.73% | +9,901 | New |
| West Chester Capital Advisors, Inc | 9,922 | $896.5K | 0.48% | +9,922 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 9,925 | $896.8K | 1.74% | +588+6.3% | Added |
| Bright Futures Wealth Management, LLC. | 9,207 | $897.7K | 0.80% | −1,099−10.7% | Reduced |
| Monticello Wealth Management, LLC | 9,939 | $898.0K | 0.08% | +202+2.1% | Added |
| Ames National Corp | 9,942 | $898.3K | 0.60% | +9,942 | New |
| Leibman Financial Services, Inc. | 9,965 | $900.3K | 0.66% | −932−8.6% | Reduced |
| Peterson Wealth Advisors, LLC | 9,918 | $900.3K | 0.16% | +53+0.5% | Added |
| Embree Financial Group | 9,979 | $901.6K | 0.15% | +845+9.3% | Added |
| Alta Capital Management LLC | 10,000 | $903.5K | 0.05% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 10,000 | $903.5K | 0.18% | +10,000 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 10,009 | $904.3K | 0.03% | +1,054+11.8% | Added |
| AssuredPartners Investment Advisors, LLC | 10,027 | $905.9K | 0.18% | +10,027 | New |
| Pullen Investment Management, LLC | 10,047 | $907.7K | 0.59% | −1,200−10.7% | Reduced |
| Angeles Investment Advisors, LLC | 10,036 | $908.6K | 0.04% | −155−1.5% | Reduced |
| Capital Counsel LLC | 10,082 | $910.9K | 0.04% | −175−1.7% | Reduced |
| Wealthquest Corp | 10,105 | $913.0K | 0.07% | +222+2.2% | Added |
| Center for Financial Planning, Inc. | 10,114 | $913.8K | 0.12% | −20−0.2% | Reduced |
| Castle Wealth Management LLC | 10,097 | $914.3K | 0.36% | −277−2.7% | Reduced |
| Sara-Bay Financial | 10,106 | $915.3K | 0.34% | −310−3.0% | Reduced |
| Childress Capital Advisors, LLC | 10,139 | $916.1K | 0.26% | +586+6.1% | Added |
| Norris Perne & French LLP | 10,167 | $918.6K | 0.07% | −175−1.7% | Reduced |
| Mayfair Advisory Group, LLC | 10,191 | $920.8K | 0.54% | −45−0.4% | Reduced |
| Burt Wealth Advisors | 10,195 | $921.1K | 0.23% | +1,483+17.0% | Added |