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; 4,425 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
- +525 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
- 597
- 1,394 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 | 4,425 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $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 |
|---|---|---|---|---|---|
| Signature Resources Capital Management, LLC | 648 | $58.5K | 0.05% | 00.0% | Unchanged |
| JDM Financial Group LLC | 657 | $59.4K | 0.03% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 669 | $60.4K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 675 | $61.0K | 0.04% | 00.0% | Unchanged |
| S&T Bank | 677 | $61.2K | 0.02% | +677 | New |
| Cedar Wealth Management, LLC | 678 | $61.3K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 688 | $62.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 687 | $62.0K | 0.03% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 676 | $62.9K | 0.05% | +676 | New |
| Aspect Partners, LLC | 706 | $63.8K | 0.04% | +43+6.5% | Added |
| Human Investing LLC | 733 | $66.2K | 0.01% | +733 | New |
| Thompson Investment Management, Inc. | 744 | $67.3K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 745 | $67.3K | 0.02% | +433+138.8% | Added |
| Atlantic Private Wealth, LLC | 750 | $67.8K | 0.05% | 00.0% | Unchanged |
| Tidemark, LLC | 754 | $68.1K | 0.03% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 766 | $69.2K | 0.02% | +196+34.4% | Added |
| Piscataqua Savings Bank | 785 | $70.9K | 0.06% | −115−12.8% | Reduced |
| Bayforest Capital Ltd | 806 | $72.8K | 0.09% | +806 | New |
| IAG Wealth Partners, LLC | 812 | $73.3K | 0.01% | +7+0.9% | Added |
| Raffa Wealth Management, LLC | 818 | $73.9K | 0.02% | +416+103.5% | Added |
| Salomon & Ludwin, LLC | 843 | $76.2K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 872 | $78.8K | 0.03% | +272+45.3% | Added |
| FSC Wealth Advisors, LLC | 900 | $81.3K | 0.05% | +25+2.9% | Added |
| Criterion Capital Advisors, LLC | 1,212 | $82.1K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 923 | $83.4K | 0.18% | 00.0% | Unchanged |
| Hurley Capital, LLC | 892 | $83.7K | 0.07% | +892 | New |
| Insight Financial Services | 930 | $84.0K | 0.07% | +900+3,000.0% | Added |
| Rialto Wealth Management, LLC | 954 | $86.2K | 0.03% | +954 | New |
| Union Savings Bank | 973 | $87.9K | 0.04% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 978 | $88.3K | 0.03% | 00.0% | Unchanged |
| 10Elms LLP | 990 | $89.4K | 0.09% | +990 | New |
| NewSquare Capital LLC | 990 | $89.4K | 0.01% | +186+23.1% | Added |
| Hanseatic Management Services Inc | 1,001 | $90.4K | 0.11% | +107+12.0% | Added |
| Private Wealth Management Group, LLC | 1,009 | $91.2K | 0.03% | +157+18.4% | Added |
| Lowe Wealth Advisors, LLC | 1,018 | $92.0K | 0.04% | +121+13.5% | Added |
| FSA Wealth Management LLC | 1,027 | $92.8K | 0.04% | −356−25.7% | Reduced |
| Putney Financial Group LLC | 1,029 | $93.0K | 0.08% | +1,029 | New |
| Sit Investment Associates Inc | 1,062 | $96.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,072 | $96.8K | 0.04% | +49+4.8% | Added |
| Accredited Wealth Management, LLC | 1,144 | $103.6K | 0.09% | +1,144 | New |
| Endeavor Private Wealth, Inc. | 1,200 | $108.7K | 0.10% | +1,200 | New |
| Values First Advisors, Inc. | 1,206 | $109.0K | 0.06% | +1,206 | New |
| Chapman Financial Group, LLC | 1,200 | $114.7K | 0.09% | +1,200 | New |
| Tucker Asset Management LLC | 1,272 | $114.9K | 0.01% | +596+88.2% | Added |
| Financial Life Planners | 1,307 | $118.2K | 0.10% | +1,307 | New |
| Valued Wealth Advisors LLC | 1,309 | $118.5K | 0.07% | +181+16.0% | Added |
| Graney & King, LLC | 1,319 | $119.2K | 0.09% | +1,319 | New |
| Conquis Financial LLC | 1,325 | $120.0K | 0.12% | +1,325 | New |
| True Wealth Design, LLC | 1,331 | $120.2K | 0.05% | +495+59.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,332 | $120.3K | 0.07% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,340 | $121.1K | 0.02% | −41−3.0% | Reduced |
| PrairieView Partners, LLC | 1,360 | $122.0K | 0.01% | +780+134.5% | Added |
| Synergy Investment Management, LLC | 1,364 | $123.2K | 0.05% | +1,364 | New |
| Orion Capital Management LLC | 1,369 | $123.7K | 0.05% | +1,369 | New |
| Tower View Investment Management & Research LLC | 1,375 | $124.2K | 0.07% | 00.0% | Unchanged |
| SWAN Capital LLC | 1,384 | $125.0K | 0.06% | +802+137.8% | Added |
| REAP Financial Group, LLC | 1,409 | $127.3K | 0.03% | +23+1.7% | Added |
| Spectrum Wealth Counsel, LLC | 1,446 | $130.6K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,449 | $130.9K | 0.07% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,454 | $131.3K | 0.05% | +271+22.9% | Added |
| Ruedi Wealth Management, Inc. | 1,455 | $131.5K | 0.04% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,466 | $132.4K | 0.10% | +142+10.7% | Added |
| Ritter Daniher Financial Advisory LLC | 1,467 | $132.5K | 0.04% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,482 | $133.9K | 0.04% | +420+39.5% | Added |
| IMG Wealth Management, Inc. | 1,514 | $136.8K | 0.13% | +1,514 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1,516 | $137.0K | 0.11% | +1,516 | New |
| Holos Integrated Wealth LLC | 1,554 | $140.4K | 0.10% | +1,554 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,567 | $141.6K | 0.09% | +1,567 | New |
| Perkins Coie Trust Co | 1,579 | $142.7K | 0.03% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,584 | $144.3K | 0.06% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,626 | $147.0K | 0.03% | +52+3.3% | Added |
| Activest Wealth Management | 1,634 | $147.6K | 0.04% | +24+1.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,636 | $147.8K | 0.10% | +1,636 | New |
| Luken Investment Analytics, LLC | 1,638 | $148.0K | 0.07% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,641 | $148.3K | 0.03% | −43−2.6% | Reduced |
| SJS Investment Consulting Inc. | 1,660 | $150.0K | 0.03% | −128−7.2% | Reduced |
| Winnow Wealth LLC | 1,662 | $150.1K | 0.15% | +1,662 | New |
| Quest 10 Wealth Builders, Inc. | 1,667 | $150.6K | 0.15% | +1,667 | New |
| Dunhill Financial, LLC | 1,671 | $151.0K | 0.07% | +212+14.5% | Added |
| Wintrust Investments LLC | 1,723 | $155.0K | 0.14% | −2,104−55.0% | Reduced |
| CGC Financial Services, LLC | 1,726 | $155.9K | 0.06% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 1,758 | $158.9K | 0.18% | +1,758 | New |
| WFA Asset Management Corp | 1,775 | $160.4K | 0.09% | −337−16.0% | Reduced |
| Fairman Group, LLC | 1,806 | $163.5K | 0.13% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,884 | $170.0K | 0.07% | +825+77.9% | Added |
| Park Square Financial Group, LLC | 1,908 | $172.4K | 0.12% | +1,908 | New |
| Menard Financial Group LLC | 1,913 | $172.8K | 0.10% | +1,913 | New |
| Breakwater Investment Management | 1,946 | $175.8K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 1,950 | $176.2K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1,979 | $178.8K | 0.13% | +1,979 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,987 | $179.5K | 0.06% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,997 | $180.4K | 0.02% | +5+0.3% | Added |
| Canton Hathaway, LLC | 2,016 | $182.0K | 0.05% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 2,043 | $184.6K | 0.31% | +2,043 | New |
| C M Bidwell & Associates Ltd | 2,051 | $185.3K | 0.11% | 00.0% | Unchanged |
| Tandem Financial, LLC | 2,083 | $188.7K | 0.20% | +2,083 | New |
| RE Dickinson Investment Advisors, LLC | 2,100 | $189.9K | 0.11% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 2,115 | $191.1K | 0.11% | +2,115 | New |
| Fairscale Capital, LLC | 2,122 | $192.3K | 0.17% | −690−24.5% | Reduced |
| Clarity Asset Management, Inc. | 2,161 | $195.3K | 0.13% | −26−1.2% | Reduced |