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 |
|---|---|---|---|---|---|
| Ashton Thomas Securities, LLC | 12,952 | $1.17M | 0.32% | +1,208+10.3% | Added |
| Cape Ann Savings Bank | 12,949 | $1.17M | 0.69% | +3,043+30.7% | Added |
| Greykasell Wealth Strategies, Inc. | 12,953 | $1.17M | 0.65% | +12,953 | New |
| Waterway Wealth Management, LLC | 12,984 | $1.17M | 0.52% | +2,152+19.9% | Added |
| Wealth Effects LLC | 12,989 | $1.17M | 0.42% | −1,004−7.2% | Reduced |
| Asset Management Group, Inc. | 12,993 | $1.17M | 0.21% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 13,035 | $1.18M | 0.69% | −393−2.9% | Reduced |
| Net Worth Advisory Group | 13,051 | $1.18M | 0.36% | +11+0.1% | Added |
| Proathlete Wealth Management LLC | 13,072 | $1.18M | 0.44% | −24−0.2% | Reduced |
| Hilltop Partners LLC | 13,093 | $1.18M | 0.40% | +2,722+26.2% | Added |
| City State Bank | 13,148 | $1.19M | 0.42% | +407+3.2% | Added |
| Centennial Bank | 13,165 | $1.19M | 0.56% | −267−2.0% | Reduced |
| 626 Financial, LLC | 13,187 | $1.19M | 0.64% | +379+3.0% | Added |
| Waycross Investment Management Co | 13,195 | $1.19M | 1.25% | +71+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,220 | $1.19M | 0.77% | −50−0.4% | Reduced |
| MEMBERS Trust Co | 13,226 | $1.19M | 0.04% | +72+0.5% | Added |
| Mairs & Power Inc | 13,253 | $1.20M | 0.01% | +305+2.4% | Added |
| W Advisors, LLC | 13,256 | $1.20M | 0.74% | +68+0.5% | Added |
| Wiser Advisor Group LLC | 13,257 | $1.20M | 1.74% | −62−0.5% | Reduced |
| ORG Wealth Partners, LLC | 13,293 | $1.20M | 0.37% | −987−6.9% | Reduced |
| NFP Retirement, Inc. | 13,373 | $1.21M | 0.10% | +856+6.8% | Added |
| Board of the Pension Protection Fund | 13,400 | $1.21M | 1.40% | +13,400 | New |
| Bank of Jackson Hole Trust | 13,407 | $1.21M | 0.81% | +13,407 | New |
| Ellenbecker Investment Group | 13,418 | $1.21M | 0.22% | −310−2.3% | Reduced |
| Renaissance Group LLC | 13,440 | $1.21M | 0.05% | −523−3.7% | Reduced |
| Verus Capital Partners, LLC | 13,442 | $1.21M | 0.12% | +1,280+10.5% | Added |
| Diversified Enterprises, LLC | 13,444 | $1.21M | 0.12% | +1,234+10.1% | Added |
| Proquility Private Wealth Partners, LLC | 13,463 | $1.22M | 0.39% | −201−1.5% | Reduced |
| Plan Group Financial, LLC | 13,498 | $1.22M | 0.64% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 13,516 | $1.22M | 0.10% | +287+2.2% | Added |
| Wulff, Hansen & Co. | 13,531 | $1.22M | 1.16% | +310+2.3% | Added |
| DRW Securities, LLC | 13,559 | $1.23M | 0.08% | +2,804+26.1% | Added |
| Global Assets Advisory, LLC | 13,615 | $1.23M | 0.68% | +307+2.3% | Added |
| Oxford Financial Group Ltd | 13,565 | $1.23M | 0.08% | −276−2.0% | Reduced |
| WESPAC Advisors, LLC | 13,623 | $1.23M | 0.91% | +262+2.0% | Added |
| Traphagen Investment Advisors LLC | 13,628 | $1.23M | 0.13% | −296−2.1% | Reduced |
| Patriot Investment Management Inc. | 13,634 | $1.23M | 0.09% | +305+2.3% | Added |
| Cercano Management LLC | 13,635 | $1.23M | 0.03% | 00.0% | Unchanged |
| Kidder Stephen W | 13,640 | $1.23M | 0.37% | −600−4.2% | Reduced |
| Triangle Securities Wealth Management | 13,655 | $1.23M | 0.32% | −225−1.6% | Reduced |
| CenterStar Asset Management, LLC | 13,663 | $1.23M | 2.71% | +13,663 | New |
| First International Bank & Trust | 13,681 | $1.24M | 0.40% | +2,159+18.7% | Added |
| Pallas Capital Advisors LLC | 13,705 | $1.24M | 0.05% | +2,302+20.2% | Added |
| Bellwether Advisors, LLC | 13,711 | $1.24M | 0.22% | −2,196−13.8% | Reduced |
| Capital & Planning, LLC | 13,723 | $1.24M | 0.91% | +13,723 | New |
| InvesTrust | 13,694 | $1.24M | 0.34% | +13,694 | New |
| River & Mercantile Asset Management LLP | 13,750 | $1.24M | 0.24% | −9,963−42.0% | Reduced |
| Chapin Davis, Inc. | 15,404 | $1.24M | 0.41% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 13,782 | $1.25M | 0.12% | +2,066+17.6% | Added |
| Severin Investments, LLC | 13,785 | $1.25M | 1.24% | +13,785 | New |
| Garrett Wealth Advisory Group, LLC | 13,791 | $1.25M | 0.28% | +2,740+24.8% | Added |
| USA Financial Portformulas Corp | 13,842 | $1.25M | 0.20% | −913−6.2% | Reduced |
| Raleigh Capital Management Inc. | 13,855 | $1.25M | 0.48% | +741+5.7% | Added |
| Semmax Financial Advisors Inc. | 11,917 | $1.25M | 0.33% | +1,631+15.9% | Added |
| Total Clarity Wealth Management, Inc. | 13,871 | $1.25M | 0.41% | +1,977+16.6% | Added |
| Aveo Capital Partners, LLC | 13,886 | $1.25M | 0.14% | +3,026+27.9% | Added |
| Stoneridge Investment Partners LLC | 13,905 | $1.26M | 0.45% | +8,061+137.9% | Added |
| Virtus ETF Advisers LLC | 13,902 | $1.26M | 0.51% | +13,902 | New |
| Moody Lynn & Lieberson, LLC | 13,903 | $1.26M | 0.08% | +121+0.9% | Added |
| New Century Financial Group, LLC | 13,854 | $1.26M | 0.53% | −346−2.4% | Reduced |
| Veracity Capital LLC | 13,946 | $1.26M | 0.46% | −294−2.1% | Reduced |
| Angeles Wealth Management, LLC | 13,949 | $1.26M | 0.10% | +1,734+14.2% | Added |
| Old North State Trust, LLC | 13,969 | $1.26M | 0.80% | −155−1.1% | Reduced |
| Clarus Group, Inc. | 14,032 | $1.27M | 0.45% | −4,190−23.0% | Reduced |
| Precision Wealth Strategies, LLC | 14,032 | $1.27M | 0.98% | +14,032 | New |
| Trust Co | 14,034 | $1.27M | 0.15% | +1,079+8.3% | Added |
| Core Wealth Partners LLC | 14,041 | $1.27M | 0.73% | +2,136+17.9% | Added |
| Argus Investors' Counsel, Inc. | 14,064 | $1.27M | 0.85% | −2,200−13.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 14,093 | $1.27M | 0.67% | +14,093 | New |
| Waterfront Wealth Inc. | 14,093 | $1.27M | 0.31% | +75+0.5% | Added |
| Crumly & Associates Inc. | 14,114 | $1.28M | 0.35% | −347−2.4% | Reduced |
| Cypress Wealth Services, LLC | 14,117 | $1.28M | 0.26% | +931+7.1% | Added |
| Lee Financial Co | 14,098 | $1.28M | 0.18% | +10+0.1% | Added |
| Rappaport Reiches Capital Management, LLC | 14,122 | $1.28M | 0.33% | +10,381+277.5% | Added |
| Knollwood Investment Advisory, LLC | 14,157 | $1.28M | 0.13% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 14,161 | $1.28M | 0.19% | +900+6.8% | Added |
| Optas, LLC | 14,214 | $1.28M | 0.28% | −52−0.4% | Reduced |
| Augustine Asset Management Inc | 14,231 | $1.29M | 0.34% | −569−3.8% | Reduced |
| Pin Oak Investment Advisors Inc | 15,937 | $1.29M | 1.17% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.29M | 1.14% | – | – |
| Solstein Capital, LLC | 14,271 | $1.29M | 0.72% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 14,248 | $1.29M | 0.05% | −3,228−18.5% | Reduced |
| Smith Shellnut Wilson LLC | 14,321 | $1.29M | 0.57% | +521+3.8% | Added |
| Jarislowsky, Fraser Ltd | 14,343 | $1.30M | 0.01% | +850+6.3% | Added |
| Titleist Asset Management, LLC | 14,344 | $1.30M | 0.15% | +1,637+12.9% | Added |
| MONECO Advisors, LLC | 14,351 | $1.30M | 0.14% | +1,221+9.3% | Added |
| Fox Hill Wealth Management | 14,356 | $1.30M | 0.73% | −313−2.1% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 14,364 | $1.30M | 0.76% | −4,375−23.3% | Reduced |
| Prudent Man Advisors, LLC | 14,376 | $1.30M | 0.47% | −1,059−6.9% | Reduced |
| Jackson Wealth Management, LLC | 14,374 | $1.30M | 0.15% | +5,473+61.5% | Added |
| Curbstone Financial Management Corp | 14,378 | $1.30M | 0.28% | −220−1.5% | Reduced |
| RMB Capital Management, LLC | 14,379 | $1.30M | 0.03% | −10,071−41.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 14,380 | $1.30M | 0.13% | +16+0.1% | Added |
| Connecticut Wealth Management, LLC | 14,404 | $1.30M | 0.06% | +225+1.6% | Added |
| JSF Financial, LLC | 14,445 | $1.31M | 0.35% | +102+0.7% | Added |
| Wrapmanager Inc | 14,467 | $1.31M | 0.33% | +209+1.5% | Added |
| Leigh Baldwin & Co., LLC | 14,483 | $1.31M | 1.10% | +14,483 | New |
| Alta Advisers Ltd | 14,513 | $1.31M | 0.83% | +2,713+23.0% | Added |
| Wimmer Associates 1, LLC | 14,542 | $1.31M | 0.65% | −115−0.8% | Reduced |
| Alta Wealth Advisors LLC | 14,560 | $1.32M | 0.58% | −42−0.3% | Reduced |