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; 4,427 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 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 14,587 | $1.32M | 0.56% | −1,018−6.5% | Reduced |
| Camden National Bank | 14,598 | $1.32M | 0.20% | −3,712−20.3% | Reduced |
| Lakeshore Capital Group, Inc. | 14,644 | $1.32M | 2.00% | +14,644 | New |
| Zhang Financial LLC | 14,669 | $1.33M | 0.08% | +4,713+47.3% | Added |
| Castlekeep Investment Advisors LLC | 14,676 | $1.33M | 0.93% | −2,654−15.3% | Reduced |
| Ethos Financial Group, LLC | 14,620 | $1.33M | 0.17% | −467−3.1% | Reduced |
| Ontario Teachers Pension Plan Board | 14,693 | $1.33M | 0.02% | +9,877+205.1% | Added |
| CORDA Investment Management, LLC. | 14,722 | $1.33M | 0.11% | +340+2.4% | Added |
| BluePath Capital Management, LLC | 14,540 | $1.33M | 0.72% | +1,580+12.2% | Added |
| Cornerstone Enterprises, LLC | 14,782 | $1.34M | 0.80% | +14,782 | New |
| Sanders Morris Harris LLC | 14,607 | $1.34M | 0.20% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 14,800 | $1.34M | 0.01% | −116−0.8% | Reduced |
| American Capital Advisory, LLC | 14,801 | $1.34M | 0.74% | −655−4.2% | Reduced |
| Ullmann Financial Group, Inc. | 14,841 | $1.34M | 0.17% | +1,805+13.8% | Added |
| Trueblood Wealth Management, LLC | 14,879 | $1.34M | 0.66% | +2,177+17.1% | Added |
| Accredited Investors Inc. | 14,891 | $1.35M | 0.08% | −627−4.0% | Reduced |
| Intrepid Capital Management Inc | 14,903 | $1.35M | 0.69% | +663+4.7% | Added |
| San Luis Wealth Advisors LLC | 14,923 | $1.35M | 0.26% | 00.0% | Unchanged |
| Viawealth, LLC | 14,927 | $1.35M | 0.81% | −1,616−9.8% | Reduced |
| MSH Capital Advisors LLC | 14,945 | $1.35M | 0.43% | −16,132−51.9% | Reduced |
| Morris Retirement Advisors, LLC | 14,946 | $1.35M | 0.72% | −331−2.2% | Reduced |
| Buffington Mohr McNeal | 14,972 | $1.35M | 0.22% | −56−0.4% | Reduced |
| Delta Financial Group, Inc. | 14,976 | $1.35M | 0.32% | +14,976 | New |
| Florida Financial Advisors, LLC | 14,992 | $1.35M | 0.61% | +3,125+26.3% | Added |
| Monetta Financial Services Inc | 15,000 | $1.36M | 1.09% | 00.0% | Unchanged |
| St. Louis Trust Co | 15,000 | $1.36M | 0.19% | 00.0% | Unchanged |
| Breakwater Capital Group | 15,008 | $1.36M | 0.27% | +197+1.3% | Added |
| Apex Wealth Management, LLC | 15,028 | $1.36M | 1.17% | +15,028 | New |
| Outlook Wealth Advisors, LLC | 15,058 | $1.36M | 0.39% | +268+1.8% | Added |
| Main Street Research LLC | 15,046 | $1.36M | 0.08% | +3,172+26.7% | Added |
| SOL Capital Management CO | 15,110 | $1.36M | 0.15% | −13,300−46.8% | Reduced |
| Sunburst Financial Group, LLC | 15,132 | $1.37M | 0.34% | −3,489−18.7% | Reduced |
| Compass Financial Group, INC | 15,146 | $1.37M | 0.26% | −25−0.2% | Reduced |
| Abc Arbitrage SA | 15,161 | $1.37M | 0.20% | +15,161 | New |
| Bingham Private Wealth, LLC | 15,175 | $1.37M | 1.46% | +15,175 | New |
| TFB Advisors LLC | 15,177 | $1.37M | 0.39% | +91+0.6% | Added |
| Wilkins Investment Counsel Inc | 15,194 | $1.37M | 0.20% | −670−4.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 15,246 | $1.38M | 1.03% | −85−0.6% | Reduced |
| Financial Engines Advisors L.L.C. | 15,258 | $1.38M | 0.00% | +10,861+247.0% | Added |
| LCNB Corp | 15,284 | $1.38M | 0.50% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 15,306 | $1.38M | 1.41% | +15,306 | New |
| CRA Financial Services, LLC | 15,307 | $1.38M | 0.24% | +227+1.5% | Added |
| Fulcrum Equity Management | 15,329 | $1.38M | 1.37% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 15,397 | $1.39M | 0.75% | +1,008+7.0% | Added |
| Tevis Investment Management | 15,378 | $1.39M | 1.03% | −69−0.4% | Reduced |
| Marino, Stram & Associates LLC | 15,445 | $1.40M | 0.31% | +72+0.5% | Added |
| Fearless Solutions, LLC dba Best Invest | 15,451 | $1.40M | 1.07% | +15,451 | New |
| Cornerstone Advisory, LLC | 13,452 | $1.40M | 0.16% | +2,469+22.5% | Added |
| Crews Bank & Trust | 15,495 | $1.40M | 0.24% | +15,495 | New |
| Wealth Management Partners, LLC | 15,506 | $1.40M | 0.60% | +846+5.8% | Added |
| Proffitt & Goodson Inc | 15,508 | $1.40M | 0.23% | −775−4.8% | Reduced |
| Centerstone Investors, LLC | 15,527 | $1.40M | 1.31% | −369−2.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 15,534 | $1.40M | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 15,544 | $1.40M | 0.14% | −12,103−43.8% | Reduced |
| Rossby Financial, LCC | 15,545 | $1.40M | 0.89% | +15,545 | New |
| Perennial Investment Advisors, LLC | 15,595 | $1.41M | 0.17% | +88+0.6% | Added |
| Prentice Wealth Management LLC | 15,601 | $1.41M | 0.41% | +320+2.1% | Added |
| Summa Corp. | 15,612 | $1.41M | 0.69% | −1,000−6.0% | Reduced |
| Lakeview Capital Partners, LLC | 15,670 | $1.42M | 0.31% | −38,735−71.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 15,685 | $1.42M | 0.71% | +106+0.7% | Added |
| Alpha DNA Investment Management LLC | 15,718 | $1.42M | 0.78% | −43,931−73.6% | Reduced |
| Abbot Financial Management, Inc. | 15,741 | $1.42M | 0.71% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 15,778 | $1.43M | 0.95% | −2,734−14.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 15,788 | $1.43M | 0.19% | +1,034+7.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 15,768 | $1.43M | 0.11% | +2,860+22.2% | Added |
| Coordinated Financial Services, Inc. | 15,891 | $1.44M | 1.12% | +15,891 | New |
| Atlas Capital Advisors LLC | 15,935 | $1.44M | 0.18% | −673−4.1% | Reduced |
| Dillon & Associates Inc | 16,004 | $1.44M | 0.20% | −100−0.6% | Reduced |
| Peoples Financial Services Corp. | 15,946 | $1.44M | 0.67% | −512−3.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 15,961 | $1.44M | 0.09% | −242−1.5% | Reduced |
| Aigen Investment Management, LP | 16,008 | $1.45M | 0.25% | +16,008 | New |
| Hartford Financial Management Inc. | 16,110 | $1.46M | 0.30% | −12−0.1% | Reduced |
| Byrne Asset Management LLC | 16,120 | $1.46M | 1.04% | −630−3.8% | Reduced |
| Pacific Point Advisors, LLC | 14,458 | $1.46M | 0.89% | +14,458 | New |
| Archetype Wealth Partners | 16,132 | $1.46M | 0.21% | −447−2.7% | Reduced |
| Fairfield Financial Advisors, LTD | 16,126 | $1.46M | 0.51% | +12,666+366.1% | Added |
| Williamson Legacy Group, LLC | 16,129 | $1.46M | 0.97% | −49−0.3% | Reduced |
| Transatlantique Private Wealth LLC | 16,141 | $1.46M | 0.55% | −231−1.4% | Reduced |
| Probity Advisors, Inc. | 16,148 | $1.46M | 0.28% | −150−0.9% | Reduced |
| Golden State Wealth Management, LLC | 16,204 | $1.46M | 0.22% | +16,204 | New |
| Napatree Capital LLC | 16,218 | $1.47M | 0.86% | +1,887+13.2% | Added |
| Oxford Asset Management LLP | 16,264 | $1.47M | 0.65% | +16,264 | New |
| Annex Advisory Services, LLC | 16,288 | $1.47M | 0.04% | +328+2.1% | Added |
| Grimes & Company, Inc. | 16,298 | $1.47M | 0.04% | +1,243+8.3% | Added |
| Corps Capital Advisors, LLC | 16,377 | $1.48M | 1.50% | +16,377 | New |
| Aspiriant, LLC | 16,409 | $1.48M | 0.05% | +1,959+13.6% | Added |
| Aspire Growth Partners LLC | 16,416 | $1.48M | 1.45% | +16,416 | New |
| Proactive Wealth Strategies LLC | 16,421 | $1.48M | 0.77% | +16,421 | New |
| Fig Financial Advisory Services Inc | 16,442 | $1.49M | 1.01% | +16,442 | New |
| Enhancing Capital LLC | 16,500 | $1.49M | 1.19% | +16,500 | New |
| Wincap Financial LLC | 16,525 | $1.49M | 1.52% | +16,525 | New |
| Connective Portfolio Management, LLC | 16,525 | $1.49M | 2.22% | −500−2.9% | Reduced |
| Gould Asset Management LLC | 16,560 | $1.50M | 0.32% | +275+1.7% | Added |
| Hillsdale Investment Management Inc. | 16,597 | $1.50M | 0.08% | +9,340+128.7% | Added |
| Romano Brothers and Company | 16,623 | $1.50M | 0.19% | −62−0.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 16,656 | $1.50M | 0.58% | −252−1.5% | Reduced |
| My Legacy Advisors, LLC | 16,497 | $1.51M | 0.58% | −94−0.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 16,678 | $1.51M | 0.58% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 16,691 | $1.51M | 0.13% | −3,966−19.2% | Reduced |
| Winthrop Capital Management, LLC | 16,700 | $1.51M | 0.40% | +16,700 | New |