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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 24,962 | $2.26M | 0.09% | +1,243+5.2% | Added |
| WBH Advisory Inc | 24,972 | $2.26M | 0.21% | −269−1.1% | Reduced |
| Trust Co of the South | 24,978 | $2.26M | 0.46% | −669−2.6% | Reduced |
| UBS Oconnor LLC | 25,000 | $2.26M | 0.06% | +5,000+25.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $2.26M | 1.00% | +10,000+66.7% | Added |
| Founders Financial Alliance, LLC | 25,021 | $2.26M | 0.62% | +8,596+52.3% | Added |
| Beacon Capital Management, LLC | 25,042 | $2.26M | 0.29% | +50+0.2% | Added |
| RMR Capital Management, LLC | 25,050 | $2.26M | 1.69% | −5,765−18.7% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 25,053 | $2.26M | 2.48% | −1,200−4.6% | Reduced |
| Ballast, Inc. | 25,102 | $2.27M | 0.65% | −2,270−8.3% | Reduced |
| Lokken Investment Group LLC | 25,109 | $2.27M | 0.98% | −1,595−6.0% | Reduced |
| Edgestream Partners, L.P. | 25,112 | $2.27M | 0.10% | −2,063−7.6% | Reduced |
| Callan Capital, LLC | 25,173 | $2.27M | 0.17% | −163−0.6% | Reduced |
| Portside Wealth Group, LLC | 25,188 | $2.28M | 0.38% | −477−1.9% | Reduced |
| Skye Global Management LP | 25,200 | $2.28M | 0.05% | −78,800−75.8% | Reduced |
| Chesapeake Wealth Management | 25,204 | $2.28M | 0.78% | −474−1.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 25,251 | $2.29M | 0.17% | −689−2.7% | Reduced |
| Triton Wealth Management, PLLC | 27,469 | $2.29M | 1.18% | +1,843+7.2% | Added |
| Shell Asset Management Co | 25,375 | $2.29M | 0.10% | −531−2.0% | Reduced |
| Quilter Plc | 25,411 | $2.30M | 0.05% | −11,632−31.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 21,855 | $2.30M | 0.19% | +1,508+7.4% | Added |
| Summit Financial Wealth Advisors, LLC | 23,079 | $2.30M | 0.45% | −641−2.7% | Reduced |
| Commonwealth Financial Services, LLC | 25,463 | $2.30M | 0.45% | −753−2.9% | Reduced |
| RDA Financial Network | 25,475 | $2.30M | 0.67% | +1,433+6.0% | Added |
| DeDora Capital, Inc. | 25,509 | $2.30M | 0.63% | +287+1.1% | Added |
| GPS Wealth Strategies Group, LLC | 25,527 | $2.31M | 0.30% | −497−1.9% | Reduced |
| Colonial River Wealth Management, LLC | 25,571 | $2.31M | 1.12% | −21−0.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 25,623 | $2.32M | 0.06% | +123+0.5% | Added |
| Mosaic Family Wealth Partners, LLC | 25,706 | $2.32M | 0.34% | +2,047+8.7% | Added |
| Baker Avenue Asset Management, LP | 25,719 | $2.32M | 0.07% | +1,962+8.3% | Added |
| Prossimo Advisors, LLC | 25,725 | $2.32M | 1.68% | +2,754+12.0% | Added |
| Trust Co of Toledo NA | 25,735 | $2.33M | 0.30% | +800+3.2% | Added |
| Park Edge Advisors, LLC | 25,777 | $2.33M | 0.68% | +5,587+27.7% | Added |
| Orser Capital Management, LLC | 25,813 | $2.33M | 1.76% | −215−0.8% | Reduced |
| Beaumont Asset Management, L.L.C. | 25,839 | $2.33M | 1.35% | −699−2.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,846 | $2.34M | 0.19% | −2,478−8.7% | Reduced |
| PUREfi Wealth, LLC | 25,860 | $2.34M | 2.29% | +25,860 | New |
| Samjo Management, LLC | 25,890 | $2.34M | 0.88% | 00.0% | Unchanged |
| Camden Capital, LLC | 25,888 | $2.34M | 0.25% | +2,896+12.6% | Added |
| Grandview Asset Management LLC | 25,974 | $2.35M | 0.86% | +25,974 | New |
| Geneva Capital Management LLC | 26,065 | $2.36M | 0.04% | −1,865−6.7% | Reduced |
| Barr E S & Co | 26,104 | $2.36M | 0.14% | +3,553+15.8% | Added |
| Legacy Advisors, LLC | 26,068 | $2.36M | 0.23% | +1,517+6.2% | Added |
| Simplex Trading, LLC | 26,186 | $2.37M | 0.07% | +26,186 | New |
| Kingstone Capital Partners Texas, LLC | 26,200 | $2.37M | 1.92% | +26,200 | New |
| Deane Retirement Strategies, Inc. | 26,200 | $2.37M | 1.19% | −28,776−52.3% | Reduced |
| CoreFirst Bank & Trust | 26,206 | $2.37M | 1.41% | −2,856−9.8% | Reduced |
| Home Federal Bank of Tennessee | 26,227 | $2.37M | 0.70% | −1,420−5.1% | Reduced |
| Legacy Financial Advisors, Inc. | 26,263 | $2.37M | 0.39% | +1,191+4.8% | Added |
| Perpetual Ltd | 26,297 | $2.38M | 0.03% | +13,541+106.2% | Added |
| BEAM Asset Management, LLC | 26,342 | $2.38M | 0.75% | −1,562−5.6% | Reduced |
| KFG Wealth Management, LLC | 26,358 | $2.38M | 0.45% | +2,543+10.7% | Added |
| PDS Planning, Inc | 26,419 | $2.39M | 0.21% | +3,452+15.0% | Added |
| Diamant Asset Management, Inc. | 26,421 | $2.39M | 1.53% | 00.0% | Unchanged |
| Verity & Verity, LLC | 26,432 | $2.39M | 0.22% | +12,550+90.4% | Added |
| Strategic Financial Concepts, LLC | 26,435 | $2.39M | 0.46% | +7,079+36.6% | Added |
| Old Mission Investment Co LLC | 26,435 | $2.39M | 0.71% | +3,737+16.5% | Added |
| Park National Corp | 26,472 | $2.39M | 0.09% | +155+0.6% | Added |
| Secure Asset Management, LLC | 26,528 | $2.40M | 0.36% | +1,784+7.2% | Added |
| XML Financial, LLC | 26,568 | $2.40M | 0.22% | +2,053+8.4% | Added |
| Valley Brook Capital Group | 26,577 | $2.40M | 1.79% | +100+0.4% | Added |
| Fragasso Group Inc. | 26,634 | $2.41M | 0.18% | −449−1.7% | Reduced |
| Painted Porch Advisors LLC | 26,671 | $2.41M | 1.19% | −407−1.5% | Reduced |
| Atala Financial Inc | 26,740 | $2.42M | 1.70% | +26,740 | New |
| Anb Bank | 26,749 | $2.42M | 1.06% | +26,749 | New |
| Duncan Williams Asset Management, LLC | 26,803 | $2.42M | 0.95% | +15,999+148.1% | Added |
| Iowa State Bank | 26,807 | $2.42M | 0.50% | +18,263+213.8% | Added |
| Sustainable Insight Capital Management, LLC | 26,884 | $2.43M | 1.06% | −2,627−8.9% | Reduced |
| Wealth Alliance | 26,924 | $2.43M | 0.29% | +2,335+9.5% | Added |
| Register Financial Advisors LLC | 26,926 | $2.43M | 1.22% | +275+1.0% | Added |
| LRI Investments, LLC | 27,154 | $2.45M | 0.24% | +659+2.5% | Added |
| Exencial Wealth Advisors, LLC | 27,194 | $2.46M | 0.09% | +5,369+24.6% | Added |
| Blueprint Investment Partners LLC | 27,233 | $2.46M | 0.39% | +5,826+27.2% | Added |
| WMS Partners, LLC | 27,267 | $2.46M | 0.14% | +3,020+12.5% | Added |
| Premier Path Wealth Partners, LLC | 27,346 | $2.47M | 0.38% | +2,254+9.0% | Added |
| Patten Group, Inc. | 27,366 | $2.47M | 0.55% | −656−2.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 27,389 | $2.47M | 1.78% | +127+0.5% | Added |
| Kentucky Trust Co | 27,446 | $2.48M | 1.46% | +27,446 | New |
| Optimum Investment Advisors | 27,447 | $2.48M | 1.09% | −1,590−5.5% | Reduced |
| FLP Wealth Management, LLC | 27,456 | $2.48M | 6.34% | +27,456 | New |
| CMG Global Holdings, LLC | 26,637 | $2.48M | 1.37% | −440−1.6% | Reduced |
| Navalign, LLC | 27,502 | $2.48M | 0.73% | −240−0.9% | Reduced |
| Massachusetts Wealth Management | 27,604 | $2.49M | 1.54% | +800+3.0% | Added |
| Prestige Wealth Management Group LLC | 27,545 | $2.49M | 0.52% | +744+2.8% | Added |
| Wynn Capital, LLC | 27,627 | $2.50M | 1.58% | +222+0.8% | Added |
| Howard Capital Management Inc. | 27,631 | $2.50M | 0.04% | +1,397+5.3% | Added |
| Central Pacific Bank - Trust Division | 27,639 | $2.50M | 0.33% | +4,200+17.9% | Added |
| Cornerstone Planning, LLC | 27,680 | $2.50M | 0.96% | +27,680 | New |
| Ifrah Financial Services, Inc. | 27,811 | $2.51M | 0.69% | −2,127−7.1% | Reduced |
| Quad-Cities Investment Group, LLC | 27,935 | $2.52M | 1.24% | −2,134−7.1% | Reduced |
| VCI Wealth Management LLC | 27,978 | $2.53M | 1.07% | +1,942+7.5% | Added |
| MRP Capital Investments, LLC | 28,048 | $2.53M | 2.31% | −500−1.8% | Reduced |
| L.M. Kohn & Company | 28,103 | $2.54M | 0.66% | −3,055−9.8% | Reduced |
| RFP Financial Group LLC | 28,101 | $2.54M | 0.99% | −29,301−51.0% | Reduced |
| Coastal Bridge Advisors, LLC | 28,108 | $2.54M | 0.64% | +40+0.1% | Added |
| ZWJ Investment Counsel Inc | 28,117 | $2.54M | 0.10% | +1,067+3.9% | Added |
| Park Place Capital Corp | 28,118 | $2.54M | 0.71% | +526+1.9% | Added |
| Meridian Wealth Advisors, LLC | 28,175 | $2.55M | 0.42% | −245−0.9% | Reduced |
| CVA Family Office, LLC | 28,199 | $2.55M | 0.40% | +855+3.1% | Added |
| West Family Investments, Inc. | 28,234 | $2.55M | 0.89% | −638−2.2% | Reduced |