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 |
|---|---|---|---|---|---|
| Benin Management CORP | 19,327 | $1.75M | 0.48% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 19,331 | $1.75M | 0.38% | −12−0.1% | Reduced |
| BayBridge Capital Group, LLC | 19,359 | $1.75M | 1.27% | −610−3.1% | Reduced |
| Foundation Resource Management Inc | 19,376 | $1.75M | 0.29% | −150−0.8% | Reduced |
| Biltmore Family Office, LLC | 19,341 | $1.75M | 0.29% | −224−1.1% | Reduced |
| Kennebec Savings Bank | 19,141 | $1.75M | 1.76% | −1,005−5.0% | Reduced |
| Farmers National Bank | 19,461 | $1.76M | 0.51% | +19,461 | New |
| Transcendent Capital Group LLC | 19,475 | $1.76M | 0.92% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 19,478 | $1.76M | 0.15% | +243+1.3% | Added |
| Freemont Management S.A. | 19,500 | $1.76M | 0.86% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19,525 | $1.76M | 0.66% | +11,375+139.6% | Added |
| Linscomb & Williams, Inc. | 19,527 | $1.76M | 0.09% | +1,652+9.2% | Added |
| Deseret Mutual Benefit Administrators | 19,540 | $1.77M | 0.87% | −1,187−5.7% | Reduced |
| Security Financial Services, INC. | 19,645 | $1.77M | 0.36% | +822+4.4% | Added |
| Aberdeen Wealth Management LLC | 19,647 | $1.78M | 1.22% | −1,700−8.0% | Reduced |
| Rice Partnership, LLC | 19,670 | $1.78M | 0.34% | −345−1.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,733 | $1.78M | 0.26% | +868+4.6% | Added |
| Eagle Global Advisors LLC | 19,743 | $1.78M | 0.07% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 19,747 | $1.78M | 0.84% | +258+1.3% | Added |
| Atlas Brown,Inc. | 19,765 | $1.79M | 0.61% | +235+1.2% | Added |
| Bridgewealth Advisory Group, LLC | 16,999 | $1.79M | 0.50% | +7,743+83.7% | Added |
| Empirical Asset Management, LLC | 26,172 | $1.79M | 0.59% | +6,151+30.7% | Added |
| Lifeworks Advisors, LLC | 19,812 | $1.79M | 0.32% | −2,059−9.4% | Reduced |
| Neville Rodie & Shaw Inc | 19,849 | $1.79M | 0.13% | −655−3.2% | Reduced |
| Catalina Capital Group, LLC | 19,858 | $1.79M | 0.59% | +752+3.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 19,860 | $1.79M | 0.47% | +19,860 | New |
| Brady Family Wealth, LLC | 19,944 | $1.80M | 0.55% | −482−2.4% | Reduced |
| Disciplined Investments, LLC | 19,950 | $1.80M | 0.89% | −3,478−14.8% | Reduced |
| MCF Advisors LLC | 19,960 | $1.81M | 0.13% | +680+3.5% | Added |
| Great Lakes Retirement, Inc. | 19,960 | $1.81M | 0.23% | +952+5.0% | Added |
| Everpar Advisors LLC | 20,010 | $1.81M | 0.91% | −363−1.8% | Reduced |
| Holistic Planning, LLC | 20,013 | $1.81M | 0.66% | +175+0.9% | Added |
| Darwin Advisors, LLC | 20,019 | $1.81M | 0.61% | −13,914−41.0% | Reduced |
| General Partner, Inc. | 20,030 | $1.81M | 1.09% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 20,039 | $1.81M | 0.17% | +729+3.8% | Added |
| Altfest L J & Co Inc | 20,058 | $1.81M | 0.23% | −841−4.0% | Reduced |
| Boltwood Capital Management | 20,097 | $1.82M | 0.55% | −40−0.2% | Reduced |
| Foster Group, Inc. | 20,111 | $1.82M | 0.07% | +5,023+33.3% | Added |
| Bridgewater Advisors Inc. | 20,054 | $1.82M | 0.19% | +86+0.4% | Added |
| LSV Asset Management | 20,160 | $1.82M | 0.00% | +60+0.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,164 | $1.82M | 0.71% | −78−0.4% | Reduced |
| TLWM | 20,228 | $1.83M | 0.36% | −4,679−18.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 20,256 | $1.83M | 0.62% | +135+0.7% | Added |
| White Lighthouse Investment Management Inc. | 20,292 | $1.83M | 0.32% | +71+0.4% | Added |
| Legacy Capital Group California, Inc. | 20,296 | $1.83M | 0.56% | +95+0.5% | Added |
| Icon Wealth Advisors, LLC | 20,302 | $1.83M | 0.15% | +2,248+12.5% | Added |
| Boston Family Office LLC | 20,339 | $1.84M | 0.13% | −503−2.4% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 20,402 | $1.84M | 1.56% | +20,402 | New |
| 111 Capital | 20,415 | $1.84M | 0.39% | +20,415 | New |
| Davies Financial Advisors, Inc. | 20,438 | $1.85M | 1.57% | −1,600−7.3% | Reduced |
| United Asset Strategies, Inc. | 20,516 | $1.85M | 0.17% | −237−1.1% | Reduced |
| Sky Investment Group LLC | 20,613 | $1.86M | 0.34% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 20,640 | $1.86M | 0.58% | −55−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 20,652 | $1.87M | 0.16% | +61+0.3% | Added |
| Agp Franklin, LLC | 20,721 | $1.87M | 1.14% | +20,721 | New |
| CNB Bank | 20,776 | $1.88M | 0.87% | +996+5.0% | Added |
| First Foundation Advisors | 20,830 | $1.88M | 0.07% | −634−3.0% | Reduced |
| IFC Advisors LLC | 20,859 | $1.88M | 0.41% | +20,859 | New |
| Sheets Smith Wealth Management | 20,860 | $1.88M | 0.23% | −124−0.6% | Reduced |
| Accent Capital Management, LLC | 20,816 | $1.89M | 1.08% | 00.0% | Unchanged |
| MJP Associates Inc | 20,866 | $1.89M | 0.34% | +172+0.8% | Added |
| Corundum Group, Inc. | 20,868 | $1.89M | 0.70% | +10,564+102.5% | Added |
| Narwhal Capital Management | 20,891 | $1.89M | 0.17% | +5,194+33.1% | Added |
| Diversify Advisory Services, LLC | 20,310 | $1.89M | 0.10% | +1,152+6.0% | Added |
| Grace & White Inc | 21,000 | $1.90M | 0.35% | −1,500−6.7% | Reduced |
| Pioneer Trust Bank N A | 21,050 | $1.90M | 0.48% | +6,550+45.2% | Added |
| Beese Fulmer Investment Management, Inc. | 21,070 | $1.90M | 0.16% | −1,360−6.1% | Reduced |
| Nicolet Bankshares Inc | 21,079 | $1.90M | 0.45% | +174+0.8% | Added |
| Institute for Wealth Management, LLC. | 21,166 | $1.91M | 0.24% | −51−0.2% | Reduced |
| First Financial Bank - Trust Division | 21,185 | $1.91M | 0.18% | −254−1.2% | Reduced |
| LongView Wealth Management | 21,201 | $1.92M | 0.58% | −140−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 21,215 | $1.92M | 0.02% | +45+0.2% | Added |
| Syntegra Private Wealth Group, LLC | 21,237 | $1.92M | 0.22% | +225+1.1% | Added |
| Shum Financial Group, Inc. | 21,220 | $1.92M | 1.66% | +676+3.3% | Added |
| Apollon Financial, LLC | 21,276 | $1.92M | 0.48% | +14,346+207.0% | Added |
| Milestone Asset Management, LLC | 21,289 | $1.92M | 0.42% | +9,491+80.4% | Added |
| Brown Financial Advisors | 21,309 | $1.93M | 0.77% | −3,211−13.1% | Reduced |
| Gallagher Capital Advisors, LLC | 21,357 | $1.93M | 1.41% | +21,357 | New |
| Compass Capital Corp | 20,909 | $1.93M | 0.75% | +20,909 | New |
| Liberty Capital Management, Inc. | 21,372 | $1.93M | 0.43% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 21,381 | $1.93M | 0.11% | +2,082+10.8% | Added |
| Lincoln Capital LLC | 21,501 | $1.94M | 0.41% | +903+4.4% | Added |
| Sym Financial Corp | 21,516 | $1.94M | 0.25% | +3,498+19.4% | Added |
| Nova R Wealth, Inc. | 21,576 | $1.95M | 0.98% | +40.0% | Added |
| Royal Capital Wealth Management, LLC | 21,594 | $1.95M | 1.37% | +5,957+38.1% | Added |
| Keystone Financial Group | 21,623 | $1.95M | 0.19% | +1,285+6.3% | Added |
| Nwam LLC | 21,657 | $1.96M | 0.12% | −1,051−4.6% | Reduced |
| High Net Worth Advisory Group LLC | 21,817 | $1.97M | 0.55% | −2,179−9.1% | Reduced |
| DT Investment Partners, LLC | 21,824 | $1.97M | 0.17% | −1,055−4.6% | Reduced |
| Missouri Trust & Investment Co | 21,860 | $1.98M | 0.69% | +555+2.6% | Added |
| First Western Trust Bank | 21,869 | $1.98M | 0.09% | +87+0.4% | Added |
| Inlet Private Wealth, LLC | 21,900 | $1.98M | 0.52% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 21,906 | $1.98M | 0.29% | −78−0.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 21,914 | $1.98M | 0.76% | −607−2.7% | Reduced |
| FOCUS Wealth Advisors, LLC | 21,960 | $1.98M | 1.05% | +19,324+733.1% | Added |
| Insight Wealth Strategies, LLC | 21,972 | $1.99M | 0.27% | −3,601−14.1% | Reduced |
| Aldebaran Financial Inc. | 22,071 | $2.00M | 2.34% | −179−0.8% | Reduced |
| SMART Wealth LLC | 22,154 | $2.00M | 0.71% | +19,118+629.7% | Added |
| Mountain Pacific Investment Advisers Inc | 22,174 | $2.00M | 0.14% | −975−4.2% | Reduced |
| Capital Management Associates | 22,200 | $2.01M | 2.36% | 00.0% | Unchanged |