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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 22,206 | $2.01M | 0.15% | −363−1.6% | Reduced |
| Orrstown Financial Services Inc | 22,212 | $2.01M | 0.54% | +52+0.2% | Added |
| Inceptionr LLC | 22,230 | $2.01M | 0.45% | +5,983+36.8% | Added |
| Am Investment Strategies LLC | 22,316 | $2.02M | 0.49% | +200+0.9% | Added |
| Ahl Investment Management, Inc. | 22,325 | $2.02M | 1.41% | −270−1.2% | Reduced |
| Centric Wealth Management | 22,378 | $2.02M | 0.55% | +13,724+158.6% | Added |
| DGS Capital Management, LLC | 22,381 | $2.02M | 0.51% | +2,801+14.3% | Added |
| Montecito Bank & Trust | 22,412 | $2.02M | 0.35% | −864−3.7% | Reduced |
| Live Oak Private Wealth LLC | 22,423 | $2.03M | 0.34% | −139−0.6% | Reduced |
| Leo Wealth, LLC | 22,455 | $2.03M | 0.18% | +745+3.4% | Added |
| Simon Quick Advisors, LLC | 22,456 | $2.03M | 0.12% | +3,002+15.4% | Added |
| First Command Advisory Services, Inc. | 22,485 | $2.03M | 0.02% | −235−1.0% | Reduced |
| Donoghue Forlines LLC | 22,500 | $2.03M | 0.68% | +3,040+15.6% | Added |
| Trustco Bank Corp N Y | 22,512 | $2.03M | 2.19% | −325−1.4% | Reduced |
| WMG Financial Advisors, LLC | 22,526 | $2.04M | 0.88% | +78+0.3% | Added |
| Uncommon Cents Investing LLC | 22,571 | $2.04M | 0.61% | −660−2.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 22,573 | $2.04M | 0.31% | −2,830−11.1% | Reduced |
| GAM Holding AG | 22,574 | $2.04M | 0.15% | +22,574 | New |
| American State Bank (Iowa) | 22,612 | $2.04M | 1.23% | −254−1.1% | Reduced |
| Roxbury Financial LLC | 22,134 | $2.05M | 1.97% | +22,134 | New |
| Redmond Asset Management, LLC | 22,666 | $2.05M | 0.51% | +22,666 | New |
| Professional Financial Advisors, LLC | 22,672 | $2.05M | 0.52% | +833+3.8% | Added |
| Sentry Investment Management LLC | 22,701 | $2.05M | 0.98% | +3,092+15.8% | Added |
| Evoke Wealth, LLC | 22,692 | $2.05M | 0.06% | +2,267+11.1% | Added |
| HMS Capital Management, LLC | 22,799 | $2.06M | 1.00% | +92+0.4% | Added |
| Vivaldi Capital Management, LLC | 21,158 | $2.06M | 0.32% | +6,775+47.1% | Added |
| Postrock Partners LLC | 22,809 | $2.06M | 1.00% | +22,809 | New |
| Next Capital Management LLC | 22,853 | $2.06M | 0.85% | +1,161+5.4% | Added |
| Focused Wealth Management, Inc | 22,935 | $2.07M | 0.28% | −655−2.8% | Reduced |
| Investment Partners, Ltd. | 22,970 | $2.08M | 0.85% | +423+1.9% | Added |
| Catalyst Capital Advisors LLC | 23,000 | $2.08M | 0.04% | −13,819−37.5% | Reduced |
| Saxon Interests, Inc. | 23,001 | $2.08M | 0.91% | +409+1.8% | Added |
| BankPlus Trust Department | 23,007 | $2.08M | 0.68% | +23,007 | New |
| Marcum Wealth, LLC | 23,131 | $2.09M | 0.18% | −2,405−9.4% | Reduced |
| First National Bank & Trust Co of Newtown | 23,142 | $2.09M | 0.44% | −4,550−16.4% | Reduced |
| ZEGA Investments, LLC | 22,078 | $2.09M | 0.62% | +22,078 | New |
| AdvisorNet Financial, Inc | 23,204 | $2.10M | 0.18% | +90+0.4% | Added |
| Wexford Capital LP | 23,236 | $2.10M | 0.54% | −22,494−49.2% | Reduced |
| Consilium Wealth Advisory, LLC | 23,310 | $2.11M | 1.00% | +492+2.2% | Added |
| Eqis Capital Management, Inc. | 23,317 | $2.11M | 0.18% | −206−0.9% | Reduced |
| CWS Financial Advisors, LLC | 23,324 | $2.11M | 0.68% | −66−0.3% | Reduced |
| Davis Capital Management | 23,342 | $2.11M | 1.72% | −518−2.2% | Reduced |
| Catalyst Financial Partners LLC | 23,395 | $2.11M | 0.40% | +516+2.3% | Added |
| Generation Capital Management LLC | 23,411 | $2.12M | 1.81% | +23,411 | New |
| First Community Trust NA | 23,428 | $2.12M | 1.51% | +466+2.0% | Added |
| Bernard Wealth Management Corp. | 23,529 | $2.13M | 1.00% | +23,529 | New |
| Quent Capital, LLC | 23,575 | $2.13M | 0.22% | +26+0.1% | Added |
| KC Investment Advisors, LLC | 23,578 | $2.13M | 0.85% | −299−1.3% | Reduced |
| Douglas Lane & Associates, LLC | 23,611 | $2.13M | 0.03% | +856+3.8% | Added |
| Tradition Wealth Management, LLC | 23,644 | $2.14M | 0.19% | −148−0.6% | Reduced |
| LVW Advisors, LLC | 23,647 | $2.14M | 0.26% | −1,042−4.2% | Reduced |
| Intellectus Partners, LLC | 23,596 | $2.14M | 0.47% | +2,450+11.6% | Added |
| Sound Income Strategies, LLC | 23,692 | $2.14M | 0.13% | +80+0.3% | Added |
| Vigilare Wealth Management | 23,696 | $2.14M | 0.87% | −593−2.4% | Reduced |
| Northwest Wealth Management, LLC | 23,698 | $2.14M | 0.45% | +777+3.4% | Added |
| TBH Global Asset Management, LLC | 23,716 | $2.14M | 0.51% | +50.0% | Added |
| Fullcircle Wealth LLC | 20,449 | $2.15M | 0.88% | −1,475−6.7% | Reduced |
| Alberta Investment Management Corp | 23,800 | $2.15M | 0.01% | +3,700+18.4% | Added |
| Elgethun Capital Management | 23,806 | $2.15M | 0.52% | +804+3.5% | Added |
| 44 Wealth Management LLC | 23,878 | $2.16M | 0.83% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 23,986 | $2.17M | 1.18% | −529−2.2% | Reduced |
| Resurgent Financial Advisors LLC | 23,991 | $2.17M | 1.28% | −1,504−5.9% | Reduced |
| Gilbert & Cook, Inc. | 23,997 | $2.17M | 0.31% | −1,121−4.5% | Reduced |
| Blue Chip Partners, Inc. | 24,026 | $2.17M | 0.19% | −298−1.2% | Reduced |
| Boxwood Ventures, Inc. | 23,991 | $2.17M | 2.91% | 00.0% | Unchanged |
| Certified Advisory Corp | 24,084 | $2.18M | 0.24% | +209+0.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 23,793 | $2.18M | 1.00% | +2,923+14.0% | Added |
| Crestline Management, LP | 24,137 | $2.18M | 0.08% | +10,510+77.1% | Added |
| Kiley Juergens Wealth Management, LLC | 24,173 | $2.18M | 0.55% | +94+0.4% | Added |
| Sunbeam Capital Management, LLC | 24,153 | $2.19M | 2.03% | +24,153 | New |
| Congress Asset Management Co | 24,189 | $2.19M | 0.01% | +24,189 | New |
| Arlington Trust Co LLC | 24,219 | $2.19M | 0.46% | +3,306+15.8% | Added |
| Platform Technology Partners | 24,285 | $2.19M | 0.66% | −1,212−4.8% | Reduced |
| Birmingham Capital Management Co Inc | 24,287 | $2.19M | 0.82% | −1,150−4.5% | Reduced |
| Logan Capital Management Inc | 24,314 | $2.20M | 0.09% | −300−1.2% | Reduced |
| Old Port Advisors | 24,328 | $2.20M | 0.63% | −125−0.5% | Reduced |
| Hollencrest Capital Management | 24,344 | $2.20M | 0.09% | −10.0% | Reduced |
| Prelude Capital Management, LLC | 24,376 | $2.20M | 0.18% | +24,376 | New |
| Watts Gwilliam & Co., LLC | 24,260 | $2.20M | 0.47% | +4,806+24.7% | Added |
| Burford Brothers, Inc. | 24,386 | $2.20M | 1.08% | +86+0.4% | Added |
| Penserra Capital Management LLC | 24,422 | $2.21M | 0.04% | +11,320+86.4% | Added |
| First Commonwealth Financial Corp | 24,437 | $2.21M | 0.52% | +30.0% | Added |
| Traynor Capital Management, Inc. | 24,449 | $2.21M | 0.17% | +1,485+6.5% | Added |
| RoundAngle Advisors LLC | 24,468 | $2.21M | 2.11% | +24,468 | New |
| Tempus Wealth Planning, LLC | 24,489 | $2.21M | 0.68% | +428+1.8% | Added |
| Kesler, Norman & Wride, LLC | 24,568 | $2.22M | 0.48% | −929−3.6% | Reduced |
| GoalVest Advisory LLC | 24,600 | $2.22M | 0.61% | −693−2.7% | Reduced |
| Centiva Capital, LP | 24,631 | $2.23M | 0.08% | +22,733+1,197.7% | Added |
| Adirondack Trust Co | 24,645 | $2.23M | 0.85% | −110.0% | Reduced |
| Hilltop National Bank | 24,647 | $2.23M | 0.67% | −445−1.8% | Reduced |
| SWS Partners | 24,604 | $2.23M | 0.67% | +378+1.6% | Added |
| Winthrop Advisory Group LLC | 24,680 | $2.23M | 0.27% | −104−0.4% | Reduced |
| Quotient Wealth Partners, LLC | 24,714 | $2.23M | 0.07% | −245−1.0% | Reduced |
| Pitcairn Co | 24,721 | $2.23M | 0.13% | +498+2.1% | Added |
| Doliver Advisors, LP | 24,742 | $2.24M | 0.62% | −5,118−17.1% | Reduced |
| Ignite Planners, LLC | 24,662 | $2.24M | 0.49% | −10.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 24,827 | $2.24M | 0.15% | −796−3.1% | Reduced |
| Enterprise Financial Services Corp | 24,876 | $2.25M | 1.25% | +3,593+16.9% | Added |
| Journey Strategic Wealth LLC | 24,878 | $2.25M | 0.08% | −459−1.8% | Reduced |
| Keebeck Wealth Management, LLC | 24,878 | $2.25M | 0.32% | +701+2.9% | Added |