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 |
|---|---|---|---|---|---|
| Coerente Capital Management | 10,200 | $921.6K | 0.17% | −900−8.1% | Reduced |
| Five Oceans Advisors | 10,202 | $921.8K | 0.42% | +82+0.8% | Added |
| Strategic Investment Solutions, Inc. | 9,289 | $921.9K | 0.31% | −2,496−21.2% | Reduced |
| Pacific Global Investment Management CO | 10,207 | $922.2K | 1.19% | −159,813−94.0% | Reduced |
| Middleton & Co Inc | 10,211 | $922.6K | 0.10% | +140+1.4% | Added |
| Private Portfolio Partners LLC | 10,230 | $924.3K | 0.17% | +15+0.1% | Added |
| SC&H Financial Advisors, Inc. | 10,232 | $924.5K | 0.19% | +103+1.0% | Added |
| Quantum Financial Advisors, LLC | 10,298 | $930.4K | 0.14% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,301 | $930.7K | 0.61% | −39,980−79.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 10,305 | $931.1K | 0.01% | −60−0.6% | Reduced |
| Selective Wealth Management, Inc. | 10,277 | $933.0K | 0.38% | +713+7.5% | Added |
| Legacy Financial Group, Inc. | 10,343 | $934.5K | 0.30% | −306−2.9% | Reduced |
| Alhambra Investment Partners LLC | 10,356 | $935.7K | 0.48% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10,364 | $936.4K | 0.47% | +7,730+293.5% | Added |
| Legacy Financial Strategies, LLC | 10,410 | $936.9K | 0.20% | +5,253+101.9% | Added |
| Vestmark Advisory Solutions, Inc. | 10,398 | $939.5K | 0.03% | +7,173+222.4% | Added |
| Heritage Wealth Management, Inc. | 10,407 | $940.3K | 0.80% | +67+0.6% | Added |
| Firethorn Wealth Partners, LLC | 10,416 | $941.0K | 0.47% | +301+3.0% | Added |
| KKM Financial LLC | 10,419 | $941.4K | 0.39% | 00.0% | Unchanged |
| Ninepoint Partners LP | 10,438 | $943.1K | 0.15% | −1,288−11.0% | Reduced |
| Capital Markets Trading UK LLP | 10,453 | $944.0K | 0.56% | +2,673+34.4% | Added |
| Primoris Wealth Advisors, LLC | 10,449 | $944.1K | 0.72% | −275−2.6% | Reduced |
| Thompson David Blair | 10,450 | $944.2K | 0.69% | +10,450 | New |
| Koa Wealth Management, LLC | 10,491 | $947.9K | 0.77% | −1,341−11.3% | Reduced |
| Rosenberg Matthew Hamilton | 10,491 | $947.9K | 0.25% | +63+0.6% | Added |
| Cherokee Insurance Co | 10,500 | $948.7K | 0.43% | +10,500 | New |
| Retirement Planning Co of New England, Inc. | 10,525 | $951.0K | 0.46% | −22−0.2% | Reduced |
| Carson Advisory Inc. | 10,529 | $951.3K | 0.66% | −40.0% | Reduced |
| Spinnaker Investment Group, LLC | 10,576 | $955.6K | 0.23% | −491−4.4% | Reduced |
| Ambassador Advisors, LLC | 10,580 | $955.9K | 0.16% | −2,883−21.4% | Reduced |
| Matisse Capital | 10,617 | $959.2K | 0.49% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,645 | $961.7K | 0.04% | +390+3.8% | Added |
| Ransom Advisory, Ltd | 10,662 | $963.3K | 0.44% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 10,691 | $965.9K | 0.23% | +37+0.3% | Added |
| KLCM Advisors, Inc. | 10,695 | $966.3K | 0.11% | +1,949+22.3% | Added |
| Strategic Investment Advisors | 10,718 | $968.3K | 0.10% | −211−1.9% | Reduced |
| Wealth Management Nebraska | 10,725 | $969.0K | 0.16% | +10,725 | New |
| First County Bank | 10,770 | $973.1K | 0.54% | −2,244−17.2% | Reduced |
| E&G Advisors, LP | 10,791 | $975.0K | 0.26% | −200−1.8% | Reduced |
| Intrua Financial, LLC | 10,818 | $977.4K | 0.16% | −6,174−36.3% | Reduced |
| Maiden Cove Capital, LLC | 10,825 | $978.1K | 1.50% | −622−5.4% | Reduced |
| LexAurum Advisors, LLC | 10,829 | $978.4K | 0.19% | +810+8.1% | Added |
| Mainstream Capital Management LLC | 10,871 | $982.2K | 0.69% | +113+1.1% | Added |
| Howard Financial Services, Ltd. | 10,895 | $984.3K | 0.13% | +2,288+26.6% | Added |
| Impact Capital Partners LLC | 10,897 | $984.5K | 0.35% | +10,897 | New |
| Provenance Wealth Advisors, LLC | 10,904 | $985.2K | 0.13% | −20,173−64.9% | Reduced |
| Capstone Wealth Management Group LLC | 10,922 | $986.8K | 0.75% | +10,922 | New |
| Washington Trust Bank | 10,923 | $986.9K | 0.09% | −121−1.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 10,929 | $987.4K | 0.52% | +515+4.9% | Added |
| S.E.E.D. Planning Group LLC | 10,936 | $988.1K | 0.33% | −843−7.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 10,948 | $989.2K | 0.74% | 00.0% | Unchanged |
| Invesco, LLC | 10,950 | $989.3K | 0.39% | +124+1.1% | Added |
| Ashford Capital Management Inc | 10,980 | $992.0K | 0.12% | +1,060+10.7% | Added |
| Bell Bank | 10,987 | $992.7K | 0.07% | +2,433+28.4% | Added |
| Carr Financial Group Corp | 10,996 | $993.4K | 0.31% | −1,360−11.0% | Reduced |
| Pennington Partners & Co., LLC | 10,975 | $993.5K | 0.49% | +10,975 | New |
| BLB&B Advisors, LLC | 11,002 | $994.0K | 0.05% | −1,871−14.5% | Reduced |
| USAdvisors Wealth Management, LLC | 11,024 | $996.0K | 0.32% | −47−0.4% | Reduced |
| Silverlake Wealth Management LLC | 11,029 | $996.4K | 0.39% | −7−0.1% | Reduced |
| Traveka Wealth, LLC | 11,069 | $1.00M | 0.55% | +3,160+40.0% | Added |
| American Trust | 11,085 | $1.00M | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 11,110 | $1.00M | 0.10% | +11,110 | New |
| Avondale Wealth Management | 11,150 | $1.01M | 0.65% | +450+4.2% | Added |
| Seamount Financial Group Inc | 11,168 | $1.01M | 0.70% | −455−3.9% | Reduced |
| Park Capital Management, LLC | 11,195 | $1.01M | 1.21% | +11,195 | New |
| Lodestar Private Asset Management LLC | 11,216 | $1.01M | 0.13% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 11,237 | $1.02M | 0.13% | −1,434−11.3% | Reduced |
| Auxano Advisors, LLC | 11,241 | $1.02M | 0.26% | +310+2.8% | Added |
| SS&H Financial Advisors, Inc. | 11,235 | $1.02M | 0.37% | −60−0.5% | Reduced |
| Kelman-Lazarov, Inc. | 11,247 | $1.02M | 0.18% | −43−0.4% | Reduced |
| Sirios Capital Management L P | 11,248 | $1.02M | 0.18% | +2,373+26.7% | Added |
| Pacific Sage Partners, LLC | 11,253 | $1.02M | 0.23% | −20.0% | Reduced |
| KPP Advisory Services LLC | 11,283 | $1.02M | 0.24% | −59−0.5% | Reduced |
| Hobbs Group Advisors, LLC | 11,286 | $1.02M | 0.38% | +1,534+15.7% | Added |
| Transce3nd, LLC | 11,294 | $1.02M | 0.35% | +11,294 | New |
| Pinnacle Bancorp, Inc. | 11,338 | $1.02M | 0.33% | +269+2.4% | Added |
| Crescent Sterling, Ltd. | 11,341 | $1.02M | 1.05% | +323+2.9% | Added |
| UMA Financial Services, Inc. | 11,343 | $1.02M | 0.17% | −55−0.5% | Reduced |
| McGowan Group Asset Management, Inc. | 11,367 | $1.03M | 0.14% | +1,690+17.5% | Added |
| RBA Wealth Management, LLC | 11,373 | $1.03M | 0.39% | −138−1.2% | Reduced |
| Gibbs Wealth Management | 11,385 | $1.03M | 0.28% | +1,504+15.2% | Added |
| Hunter Associates Investment Management LLC | 11,391 | $1.03M | 0.16% | +269+2.4% | Added |
| Second Half Financial Partners, LLC | 11,401 | $1.03M | 0.50% | +3,710+48.2% | Added |
| Keudell/Morrison Wealth Management | 11,406 | $1.03M | 0.27% | −81−0.7% | Reduced |
| Montgomery Investment Management Inc | 11,413 | $1.03M | 0.41% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 11,428 | $1.03M | 0.60% | −2,280−16.6% | Reduced |
| Lazari Capital Management, Inc. | 11,436 | $1.03M | 0.41% | +316+2.8% | Added |
| TSFG, LLC | 11,485 | $1.04M | 0.21% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 11,490 | $1.04M | 0.79% | +11,490 | New |
| MN Wealth Advisors, LLC | 11,494 | $1.04M | 0.58% | +2,042+21.6% | Added |
| Modus Advisors, LLC | 11,496 | $1.04M | 0.33% | +52+0.5% | Added |
| Up Strategic Wealth Investment Advisors LLC | 11,508 | $1.04M | 1.04% | +1,493+14.9% | Added |
| Holcombe Financial, Inc. | 11,527 | $1.04M | 0.86% | +11,527 | New |
| Virtue Capital Management, LLC | 11,535 | $1.04M | 0.21% | −218−1.9% | Reduced |
| Mainsail Financial Group, LLC | 11,542 | $1.04M | 0.60% | −160−1.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 11,550 | $1.04M | 0.06% | 00.0% | Unchanged |
| Marest Capital, LLC | 11,581 | $1.05M | 0.85% | +6+0.1% | Added |
| Stone Point Wealth LLC | 11,610 | $1.05M | 0.35% | 00.0% | Unchanged |
| Natural Investments, LLC | 11,612 | $1.05M | 0.29% | +11,612 | New |
| Guerra Advisors Inc | 11,617 | $1.05M | 0.58% | +11,617 | New |