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 |
|---|---|---|---|---|---|
| MFA Wealth Services | 11,638 | $1.05M | 0.84% | +11,638 | New |
| Valley National Advisers Inc | 11,663 | $1.05M | 0.19% | −193−1.6% | Reduced |
| Oak Asset Management, LLC | 11,668 | $1.05M | 0.39% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 11,700 | $1.06M | 0.14% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 11,686 | $1.06M | 0.57% | +366+3.2% | Added |
| Onefund, LLC | 11,730 | $1.06M | 1.02% | +327+2.9% | Added |
| Winch Advisory Services, LLC | 11,743 | $1.06M | 0.28% | +1,356+13.1% | Added |
| River Street Advisors LLC | 11,743 | $1.06M | 0.54% | −398−3.3% | Reduced |
| TrueWealth Advisors, LLC | 11,751 | $1.06M | 0.35% | +1,371+13.2% | Added |
| Liberty Square Wealth Partners LLC | 10,235 | $1.06M | 0.39% | +10,235 | New |
| Stableford Capital II LLC | 11,819 | $1.07M | 0.42% | −244−2.0% | Reduced |
| Excalibur Management Corp | 11,826 | $1.07M | 0.42% | +14+0.1% | Added |
| Apeiron RIA LLC | 11,829 | $1.07M | 0.30% | −1,567−11.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 11,839 | $1.07M | 0.03% | +1,618+15.8% | Added |
| United Bank | 11,844 | $1.07M | 0.13% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 11,848 | $1.07M | 0.48% | −106−0.9% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 11,861 | $1.07M | 0.37% | +11,861 | New |
| Slocum, Gordon & Co LLP | 11,874 | $1.07M | 0.88% | −85−0.7% | Reduced |
| BSW Wealth Partners | 11,875 | $1.07M | 0.16% | +266+2.3% | Added |
| Fortress Private Ledger, LLC | 11,909 | $1.08M | 0.66% | +11,909 | New |
| DF Dent & Co Inc | 11,913 | $1.08M | 0.01% | −50−0.4% | Reduced |
| True North Advisors, LLC | 11,929 | $1.08M | 0.25% | +1,225+11.4% | Added |
| Hall Laurie J Trustee | 11,945 | $1.08M | 0.35% | −1,000−7.7% | Reduced |
| LifePlan Financial, LLC | 11,949 | $1.08M | 0.95% | +5,881+96.9% | Added |
| Driehaus Capital Management LLC | 11,965 | $1.08M | 0.01% | −2,185−15.4% | Reduced |
| Cardiff Park Advisors, LLC | 11,970 | $1.08M | 0.10% | −2,350−16.4% | Reduced |
| Cromwell Holdings LLC | 11,947 | $1.08M | 0.62% | +128+1.1% | Added |
| Fermata Advisors, LLC | 11,983 | $1.08M | 0.20% | +2,946+32.6% | Added |
| one8zero8, LLC | 11,988 | $1.08M | 0.23% | +11,988 | New |
| Gilman Hill Asset Management, LLC | 11,991 | $1.08M | 0.19% | +500+4.4% | Added |
| Puzo Michael J | 12,000 | $1.08M | 0.30% | −1,302−9.8% | Reduced |
| MBL Wealth, LLC | 12,007 | $1.08M | 0.11% | −3,365−21.9% | Reduced |
| Cahaba Wealth Management, Inc. | 12,023 | $1.09M | 0.09% | −427−3.4% | Reduced |
| Richard W. Paul & Associates, LLC | 12,025 | $1.09M | 0.40% | −624−4.9% | Reduced |
| Pinnacle Holdings, LLC | 12,041 | $1.09M | 0.41% | −914−7.1% | Reduced |
| Maripau Wealth Management LLC | 12,027 | $1.09M | 0.65% | +286+2.4% | Added |
| United Community Bank | 12,058 | $1.09M | 0.42% | −123−1.0% | Reduced |
| Syverson Strege & Co | 12,063 | $1.09M | 0.36% | +1,524+14.5% | Added |
| Riverbend Wealth Management, LLC | 12,050 | $1.09M | 0.97% | +12,050 | New |
| Howard Capital Management Group, LLC | 12,081 | $1.09M | 0.07% | 00.0% | Unchanged |
| Guidance Capital, Inc | 11,521 | $1.09M | 0.33% | +11,521 | New |
| Greenfield Savings Bank | 12,093 | $1.09M | 0.52% | −120−1.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,106 | $1.09M | 0.28% | 00.0% | Unchanged |
| Arnhold LLC | 12,114 | $1.09M | 0.11% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 12,119 | $1.09M | 0.78% | −1,300−9.7% | Reduced |
| Integral Investment Advisors, Inc. | 12,132 | $1.10M | 0.35% | +777+6.8% | Added |
| Shufro Rose & Co LLC | 12,147 | $1.10M | 0.09% | +1,440+13.4% | Added |
| Moseley Investment Management Inc | 12,155 | $1.10M | 0.43% | +34+0.3% | Added |
| Cowa, LLC | 12,168 | $1.10M | 0.51% | −1,732−12.5% | Reduced |
| Paragon Capital Management Ltd | 12,177 | $1.10M | 0.22% | 00.0% | Unchanged |
| Geller Advisors LLC | 12,170 | $1.10M | 0.07% | +489+4.2% | Added |
| Paladin Wealth, LLC | 12,223 | $1.10M | 0.95% | −821−6.3% | Reduced |
| L.K. Benson & Company, P.C. | 12,225 | $1.10M | 0.78% | +12,225 | New |
| Sivia Capital Partners, LLC | 12,255 | $1.11M | 0.55% | +25+0.2% | Added |
| Banque Pictet & Cie SA | 12,296 | $1.11M | 0.01% | −1,839−13.0% | Reduced |
| Alliance Wealth Advisors, LLC | 12,323 | $1.11M | 0.29% | −492−3.8% | Reduced |
| Clare Market Investments LLC | 12,344 | $1.12M | 0.26% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 12,358 | $1.12M | 0.16% | −877−6.6% | Reduced |
| Emprise Bank | 12,361 | $1.12M | 0.63% | −663−5.1% | Reduced |
| RW Investment Management LLC | 12,379 | $1.12M | 0.14% | −30−0.2% | Reduced |
| Gleason Group, Inc. | 12,384 | $1.12M | 0.20% | 00.0% | Unchanged |
| Family Management Corp | 12,391 | $1.12M | 0.18% | −500−3.9% | Reduced |
| Lake Street Financial LLC | 12,421 | $1.12M | 0.18% | +1,628+15.1% | Added |
| Cushing Capital Partners, LLC | 12,409 | $1.12M | 1.08% | +12,409 | New |
| Old Point Trust & Financial Services N A | 12,444 | $1.12M | 0.39% | +1,850+17.5% | Added |
| Beacon Financial Advisory LLC | 12,445 | $1.12M | 0.37% | +188+1.5% | Added |
| First Financial Corp | 12,457 | $1.13M | 0.52% | −3,134−20.1% | Reduced |
| Per Stirling Capital Management, LLC. | 12,472 | $1.13M | 0.16% | +1,127+9.9% | Added |
| Strategic Advisors LLC | 12,477 | $1.13M | 0.20% | +891+7.7% | Added |
| Red Mountain Financial, LLC | 12,478 | $1.13M | 1.21% | −36−0.3% | Reduced |
| Clear Creek Financial Management, LLC | 12,475 | $1.13M | 0.12% | +156+1.3% | Added |
| Jupiter Wealth Management LLC | 12,482 | $1.13M | 0.57% | +2,400+23.8% | Added |
| Harbour Trust & Investment Management Co | 12,499 | $1.13M | 0.13% | −313−2.4% | Reduced |
| Resonant Capital Advisors, LLC | 12,489 | $1.13M | 0.08% | +665+5.6% | Added |
| Edgemoor Investment Advisors, Inc. | 12,568 | $1.14M | 0.10% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 12,609 | $1.14M | 0.18% | +120+1.0% | Added |
| Violich Capital Management, Inc. | 12,625 | $1.14M | 0.15% | −550−4.2% | Reduced |
| SRN Advisors, LLC | 12,632 | $1.14M | 1.01% | +158+1.3% | Added |
| Hardy Reed LLC | 12,657 | $1.14M | 0.10% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 12,669 | $1.14M | 0.24% | −39,357−75.6% | Reduced |
| InTrack Investment Management Inc | 12,610 | $1.14M | 0.80% | +5,804+85.3% | Added |
| Hudock, Inc. | 12,684 | $1.15M | 0.20% | −355−2.7% | Reduced |
| Tectonic Advisors LLC | 12,701 | $1.15M | 0.08% | +125+1.0% | Added |
| Hendershot Investments Inc. | 12,703 | $1.15M | 0.16% | −1,770−12.2% | Reduced |
| Woodward Diversified Capital, LLC | 12,722 | $1.15M | 0.84% | −6,255−33.0% | Reduced |
| AA Financial Advisors, LLC | 12,734 | $1.15M | 0.31% | +901+7.6% | Added |
| Schear Investment Advisers, LLC | 12,736 | $1.15M | 0.61% | +868+7.3% | Added |
| Reynders McVeigh Capital Management, LLC | 12,754 | $1.15M | 0.06% | −1,250−8.9% | Reduced |
| Davis R M Inc | 12,775 | $1.15M | 0.02% | +227+1.8% | Added |
| State of Wyoming | 12,799 | $1.16M | 0.15% | +11,364+791.9% | Added |
| O'Rourke & Company, Inc | 12,805 | $1.16M | 0.57% | −243−1.9% | Reduced |
| S.A. Mason LLC | 12,842 | $1.16M | 0.61% | +496+4.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 12,846 | $1.16M | 0.27% | +2,287+21.7% | Added |
| ASB Consultores, LLC | 12,870 | $1.16M | 0.48% | −1,255−8.9% | Reduced |
| Seven Mile Advisory | 12,882 | $1.16M | 0.74% | +1,140+9.7% | Added |
| CCG Wealth Management, LLC | 12,887 | $1.16M | 0.65% | −191−1.5% | Reduced |
| 5T Wealth, LLC | 12,898 | $1.17M | 0.64% | +12,898 | New |
| Redhawk Wealth Advisors, Inc. | 12,920 | $1.17M | 0.16% | +382+3.0% | Added |
| Pecaut & Co. | 12,927 | $1.17M | 0.40% | −708−5.2% | Reduced |
| OmniStar Financial Group, Inc. | 12,923 | $1.17M | 0.94% | +898+7.5% | Added |