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 |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 16,761 | $1.51M | 0.59% | +508+3.1% | Added |
| Gordian Capital Singapore Pte Ltd | 16,803 | $1.52M | 0.80% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 16,817 | $1.52M | 0.44% | +76+0.5% | Added |
| BKM Wealth Management, LLC | 16,820 | $1.52M | 0.62% | −939−5.3% | Reduced |
| Beaumont Financial Advisors, LLC | 16,832 | $1.52M | 0.11% | +4,178+33.0% | Added |
| Donaldson Capital Management, LLC | 16,834 | $1.52M | 0.06% | −254−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 16,835 | $1.52M | 0.30% | −370−2.2% | Reduced |
| Drive Wealth Management, LLC | 16,859 | $1.53M | 0.37% | +368+2.2% | Added |
| Lineweaver Wealth Advisors, LLC | 16,959 | $1.53M | 0.28% | −132−0.8% | Reduced |
| Gsa Capital Partners LLP | 16,967 | $1.53M | 0.11% | +16,967 | New |
| Delap Wealth Advisory, LLC | 16,973 | $1.53M | 0.92% | +939+5.9% | Added |
| Sovran Advisors, LLC | 16,914 | $1.54M | 0.22% | +16,914 | New |
| Papp L Roy & Associates | 17,007 | $1.54M | 0.18% | −1,000−5.6% | Reduced |
| Willis Johnson & Associates, Inc. | 17,014 | $1.54M | 0.12% | −1,499−8.1% | Reduced |
| Baker Ellis Asset Management LLC | 17,072 | $1.54M | 0.23% | −25−0.1% | Reduced |
| Sunpointe, LLC | 17,051 | $1.54M | 0.78% | +39+0.2% | Added |
| Abacus Planning Group, Inc. | 17,116 | $1.55M | 0.27% | +660+4.0% | Added |
| Louisbourg Investments Inc. | 17,150 | $1.55M | 0.41% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 17,166 | $1.55M | 0.99% | −107−0.6% | Reduced |
| Red Wave Investments LLC | 17,175 | $1.55M | 0.54% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 17,213 | $1.56M | 0.28% | 00.0% | Unchanged |
| Prostatis Group LLC | 17,227 | $1.56M | 0.45% | −3,406−16.5% | Reduced |
| Armor Investment Advisors, LLC | 17,241 | $1.56M | 0.64% | −863−4.8% | Reduced |
| Crux Wealth Advisors | 17,289 | $1.56M | 0.87% | +17,289 | New |
| Regent Peak Wealth Advisors LLC | 17,325 | $1.57M | 0.35% | +226+1.3% | Added |
| Savoie Capital LLC | 17,334 | $1.57M | 0.19% | 00.0% | Unchanged |
| Insight Advisors, LLC | 17,292 | $1.57M | 0.27% | −2,731−13.6% | Reduced |
| Lavaca Capital LLC | 17,351 | $1.57M | 0.69% | 00.0% | Unchanged |
| Laraway Financial Inc | 17,394 | $1.57M | 1.24% | +1,140+7.0% | Added |
| Floyd Financial Group LLC | 16,919 | $1.57M | 1.29% | +16,919 | New |
| Tang Capital Management LLC | 17,423 | $1.57M | 0.10% | +4,698+36.9% | Added |
| BIP Wealth, LLC | 17,475 | $1.58M | 0.11% | +1,281+7.9% | Added |
| Peak Planning Group, LLC | 17,476 | $1.58M | 0.66% | −1,337−7.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 17,562 | $1.59M | 0.97% | −1,117−6.0% | Reduced |
| PFW Advisors LLC | 17,581 | $1.59M | 0.49% | +17,581 | New |
| Canvas Wealth Advisors, LLC | 17,558 | $1.59M | 0.40% | +260+1.5% | Added |
| Weiss Asset Management LP | 17,608 | $1.59M | 0.04% | +17,608 | New |
| Wetzel Investment Advisors, Inc. | 17,637 | $1.60M | 0.79% | −230−1.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 17,685 | $1.60M | 0.69% | −400−2.2% | Reduced |
| Intact Investment Management Inc. | 17,700 | $1.60M | 0.06% | −3,460−16.4% | Reduced |
| Resolute Wealth Strategies, LLC | 17,721 | $1.60M | 0.82% | +300+1.7% | Added |
| Helen Stephens Group, LLC | 17,825 | $1.61M | 0.48% | −420−2.3% | Reduced |
| D'Orazio & Associates, Inc. | 17,839 | $1.61M | 0.24% | +308+1.8% | Added |
| Wealthspan Partners, LLC | 17,846 | $1.61M | 0.77% | 00.0% | Unchanged |
| Stevens Capital Management LP | 17,894 | $1.62M | 0.65% | +1,745+10.8% | Added |
| KWB Wealth | 20,117 | $1.62M | 0.20% | +3,206+19.0% | Added |
| Wisconsin Wealth Advisors, LLC | 18,029 | $1.63M | 2.40% | +18,029 | New |
| Slagle Financial, LLC | 18,054 | $1.63M | 0.73% | −247−1.3% | Reduced |
| Spreng Capital Management, Inc. | 18,119 | $1.64M | 0.71% | +132+0.7% | Added |
| MB, Levis & Associates, LLC | 18,128 | $1.64M | 0.82% | −111−0.6% | Reduced |
| Principle Wealth Partners LLC | 18,140 | $1.64M | 0.12% | −203−1.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 18,168 | $1.64M | 0.44% | −1,246−6.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 18,178 | $1.64M | 0.12% | +2,034+12.6% | Added |
| L2 Asset Management, LLC | 18,301 | $1.65M | 0.36% | +18,301 | New |
| Southeast Asset Advisors Inc. | 18,328 | $1.66M | 0.20% | +648+3.7% | Added |
| Symmetry Partners, LLC | 18,337 | $1.66M | 0.24% | +3,030+19.8% | Added |
| Chicago Trust Co NA | 18,361 | $1.66M | 0.29% | −772−4.0% | Reduced |
| Kennondale Capital Management LLC | 18,377 | $1.66M | 1.79% | +18,377 | New |
| MWA Asset Management | 18,396 | $1.66M | 1.11% | +435+2.4% | Added |
| Smith Thornton Advisors LLC | 18,448 | $1.67M | 1.05% | +1,828+11.0% | Added |
| HHM Wealth Advisors, LLC | 18,460 | $1.67M | 0.23% | +5,119+38.4% | Added |
| Renasant Bank | 18,532 | $1.67M | 1.09% | −250−1.3% | Reduced |
| Tandem Investment Advisors, Inc. | 18,543 | $1.68M | 0.06% | +1,249+7.2% | Added |
| Beaton Management Co. Inc. | 18,557 | $1.68M | 0.86% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 18,600 | $1.68M | 0.57% | +3,400+22.4% | Added |
| Advyzon Investment Management, LLC | 18,602 | $1.68M | 0.65% | +18,602 | New |
| Fort Point Capital Partners LLC | 18,650 | $1.69M | 0.19% | +557+3.1% | Added |
| Bill Few Associates, Inc. | 18,659 | $1.69M | 0.59% | −370−1.9% | Reduced |
| Yoffe Investment Management, LLC | 18,683 | $1.69M | 2.51% | +18,683 | New |
| Private Wealth Partners, LLC | 18,692 | $1.69M | 0.13% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 18,692 | $1.69M | 0.83% | −620−3.2% | Reduced |
| Grove Bank & Trust | 18,709 | $1.69M | 0.23% | +16+0.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 20,962 | $1.69M | 0.56% | −152−0.7% | Reduced |
| Cornerstone Select Advisors, LLC | 18,735 | $1.69M | 1.63% | +18,735 | New |
| Total Investment Management Inc | 18,770 | $1.70M | 0.24% | +14,846+378.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 18,803 | $1.70M | 0.57% | −17−0.1% | Reduced |
| Humankind Investments LLC | 18,825 | $1.70M | 0.43% | −2,013−9.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 18,830 | $1.70M | 0.63% | −142−0.7% | Reduced |
| Ipsen Advisor Group LLC | 18,842 | $1.70M | 1.45% | +18,842 | New |
| Strait & Sound Wealth Management LLC | 18,886 | $1.71M | 0.79% | +235+1.3% | Added |
| Costello Asset Management, INC | 18,894 | $1.71M | 1.13% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 18,882 | $1.71M | 0.18% | +1,046+5.9% | Added |
| Fire Capital Management LLC | 18,932 | $1.71M | 1.27% | +18,932 | New |
| IMS Capital Management | 18,945 | $1.71M | 0.79% | +75+0.4% | Added |
| Rocky Mountain Advisers, LLC | 18,957 | $1.71M | 0.51% | −2,936−13.4% | Reduced |
| Allied Investment Advisors, LLC | 19,002 | $1.72M | 0.35% | +2,016+11.9% | Added |
| Stenger Family Office, LLC | 19,018 | $1.72M | 0.58% | +19,018 | New |
| Edgar Lomax Co | 19,050 | $1.72M | 0.11% | −290,745−93.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,067 | $1.72M | 0.03% | +1,619+9.3% | Added |
| Birchbrook, Inc. | 19,069 | $1.72M | 0.98% | −1,316−6.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 19,091 | $1.72M | 1.15% | +2,264+13.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 19,093 | $1.73M | 0.29% | +1,150+6.4% | Added |
| Austin Private Wealth, LLC | 19,094 | $1.73M | 0.16% | +1,800+10.4% | Added |
| Towerpoint Wealth, LLC | 19,128 | $1.73M | 0.85% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 19,176 | $1.73M | 0.15% | +1,003+5.5% | Added |
| N.E.W. Advisory Services LLC | 19,199 | $1.73M | 0.16% | −953−4.7% | Reduced |
| Greenland Capital Management LP | 19,211 | $1.74M | 0.35% | +15,363+399.2% | Added |
| TD Capital Management LLC | 19,244 | $1.74M | 0.18% | −3,116−13.9% | Reduced |
| RIA Advisory Group LLC | 19,251 | $1.74M | 0.59% | +4,429+29.9% | Added |
| Wilson & Boucher Capital Management, LLC | 19,262 | $1.74M | 1.23% | −600−3.0% | Reduced |