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 |
|---|---|---|---|---|---|
| Jmac Enterprises LLC | 28,262 | $2.55M | 0.40% | −27−0.1% | Reduced |
| Monument Capital Management | 28,319 | $2.56M | 0.71% | −29−0.1% | Reduced |
| Accretive Wealth Partners, LLC | 28,381 | $2.56M | 1.09% | −730−2.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 28,382 | $2.56M | 0.11% | +18,341+182.7% | Added |
| First PREMIER Bank | 28,403 | $2.57M | 0.65% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 28,612 | $2.59M | 0.93% | −118−0.4% | Reduced |
| Generali Investments, Management Co LLC | 28,642 | $2.59M | 0.67% | +28,642 | New |
| MidWestOne Financial Group, Inc. | 28,689 | $2.59M | 0.36% | −1,455−4.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 28,777 | $2.60M | 0.10% | −902−3.0% | Reduced |
| SRS Capital Advisors, Inc. | 28,790 | $2.60M | 0.16% | +18,009+167.0% | Added |
| OneAscent Financial Services LLC | 28,799 | $2.60M | 0.22% | +12,099+72.4% | Added |
| SFG Wealth Management, LLC. | 28,853 | $2.61M | 1.37% | +23,757+466.2% | Added |
| CV Advisors LLC | 28,868 | $2.61M | 0.91% | +120+0.4% | Added |
| Peoples Bank | 28,894 | $2.61M | 1.81% | −50.0% | Reduced |
| Wellington Shields Capital Management, LLC | 28,901 | $2.61M | 0.46% | −200−0.7% | Reduced |
| Archer Investment Corp | 29,012 | $2.62M | 0.70% | +42+0.1% | Added |
| Marshall Investment Management, LLC | 32,530 | $2.63M | 1.55% | +32,530 | New |
| Godsey & Gibb Associates | 29,141 | $2.63M | 0.26% | −748−2.5% | Reduced |
| Meritage Portfolio Management | 29,214 | $2.64M | 0.16% | −30,191−50.8% | Reduced |
| Lincoln Capital Corp | 29,215 | $2.64M | 1.08% | −838−2.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 29,253 | $2.64M | 1.59% | +144+0.5% | Added |
| Jeppson Wealth Management, LLC | 29,256 | $2.64M | 0.96% | −170−0.6% | Reduced |
| Bedel Financial Consulting, Inc. | 25,813 | $2.64M | 0.37% | −1,010−3.8% | Reduced |
| Bangor Savings Bank | 29,279 | $2.65M | 0.25% | −15,923−35.2% | Reduced |
| WR Wealth Planners, LLC | 29,288 | $2.65M | 0.85% | −1,308−4.3% | Reduced |
| Mystic Asset Management, Inc. | 29,289 | $2.65M | 0.71% | +18,353+167.8% | Added |
| Quantbot Technologies LP | 29,359 | $2.65M | 0.10% | +26,016+778.2% | Added |
| RF&L Wealth Management, LLC | 29,400 | $2.66M | 1.88% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 29,408 | $2.66M | 0.09% | +988+3.5% | Added |
| First National Bank of Hutchinson | 29,415 | $2.66M | 1.61% | +12,496+73.9% | Added |
| Vaughan David Investments LLC | 29,502 | $2.67M | 0.06% | +292+1.0% | Added |
| RKL Wealth Management LLC | 29,524 | $2.67M | 0.24% | +142+0.5% | Added |
| First Dallas Securities Inc. | 29,536 | $2.67M | 1.09% | +125+0.4% | Added |
| Vista Investment Partners LLC | 29,555 | $2.67M | 0.83% | −392−1.3% | Reduced |
| New England Asset Management Inc | 29,585 | $2.67M | 0.46% | −5,700−16.2% | Reduced |
| Whalerock Point Partners, LLC | 29,613 | $2.68M | 0.62% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 29,691 | $2.68M | 0.12% | +340+1.2% | Added |
| RMR Wealth Builders | 29,833 | $2.70M | 0.28% | +2,215+8.0% | Added |
| Bank Ozk | 29,873 | $2.70M | 1.12% | +7,652+34.4% | Added |
| Aviance Capital Partners, LLC | 29,873 | $2.70M | 0.37% | −3,040−9.2% | Reduced |
| Oxbow Advisors, LLC | 29,897 | $2.70M | 0.32% | +1,444+5.1% | Added |
| Advocate Group LLC | 29,983 | $2.71M | 0.51% | −6,242−17.2% | Reduced |
| Strong Tower Advisory Services | 30,037 | $2.71M | 0.71% | +992+3.4% | Added |
| Alpha Cubed Investments, LLC | 30,061 | $2.72M | 0.12% | +610+2.1% | Added |
| Carnegie Lake Advisors LLC | 30,081 | $2.72M | 1.10% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 30,318 | $2.74M | 0.90% | −204−0.7% | Reduced |
| LCM Capital Management Inc | 30,319 | $2.74M | 1.55% | +81+0.3% | Added |
| Retirement Guys Formula LLC | 30,325 | $2.74M | 1.38% | +397+1.3% | Added |
| Clough Capital Partners L P | 30,359 | $2.74M | 0.31% | −528−1.7% | Reduced |
| Congress Park Capital LLC | 30,450 | $2.75M | 1.00% | −2,007−6.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,877 | $2.75M | 1.02% | −164−0.6% | Reduced |
| Boston Financial Mangement LLC | 30,519 | $2.76M | 0.08% | +1,245+4.3% | Added |
| Central Bank & Trust Co | 30,536 | $2.76M | 0.42% | −6,033−16.5% | Reduced |
| Texas Bank & Trust Co | 30,637 | $2.77M | 1.14% | +30,637 | New |
| PBMares Wealth Management LLC | 30,737 | $2.78M | 0.57% | +170+0.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 30,783 | $2.78M | 0.42% | −698−2.2% | Reduced |
| Brucke Financial, Inc. | 28,341 | $2.78M | 2.39% | +28,341 | New |
| Financial Gravity Companies, Inc. | 30,848 | $2.79M | 0.64% | +864+2.9% | Added |
| Chicago Capital, LLC | 30,851 | $2.79M | 0.07% | +1,214+4.1% | Added |
| Money Concepts Capital Corp | 31,004 | $2.80M | 0.21% | +363+1.2% | Added |
| McDonald Partners LLC | 31,017 | $2.80M | 0.72% | −329−1.0% | Reduced |
| NVWM, LLC | 31,021 | $2.80M | 0.71% | −779−2.4% | Reduced |
| Gladius Capital Management LP | 31,051 | $2.81M | 1.61% | +10,322+49.8% | Added |
| Founders Financial Securities LLC | 31,189 | $2.82M | 0.25% | +770+2.5% | Added |
| Greatmark Investment Partners, Inc. | 31,275 | $2.83M | 0.38% | −25−0.1% | Reduced |
| MTM Investment Management, LLC | 31,349 | $2.83M | 1.09% | −129−0.4% | Reduced |
| PFG Advisors | 31,376 | $2.83M | 0.17% | −3,255−9.4% | Reduced |
| Bailard, Inc. | 31,439 | $2.84M | 0.07% | −108−0.3% | Reduced |
| Everhart Financial Group, Inc. | 31,574 | $2.85M | 0.59% | +1,690+5.7% | Added |
| Manchester Capital Management LLC | 31,583 | $2.85M | 0.33% | −47−0.1% | Reduced |
| Armis Advisers, LLC | 31,639 | $2.86M | 0.35% | +31,639 | New |
| Ironwood Investment Counsel, LLC | 31,640 | $2.86M | 0.49% | −2,688−7.8% | Reduced |
| Advisor OS, LLC | 31,703 | $2.86M | 0.33% | +662+2.1% | Added |
| Argent Capital Management LLC | 31,725 | $2.87M | 0.08% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 31,737 | $2.87M | 2.25% | −440−1.4% | Reduced |
| Lake Street Advisors Group, LLC | 31,668 | $2.87M | 0.13% | +34+0.1% | Added |
| Pure Financial Advisors, Inc. | 31,744 | $2.87M | 0.07% | +3,875+13.9% | Added |
| Guardian Asset Advisors, LLC | 31,906 | $2.88M | 1.85% | +1,686+5.6% | Added |
| Dudley Capital Management, LLC | 32,190 | $2.91M | 1.49% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 32,215 | $2.91M | 0.89% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 32,275 | $2.92M | 0.48% | +140.0% | Added |
| Bank & Trust Co | 32,290 | $2.92M | 2.45% | −128−0.4% | Reduced |
| Lindbrook Capital, LLC | 32,338 | $2.92M | 0.26% | +357+1.1% | Added |
| Pinnacle West Asset Management, Inc. | 32,355 | $2.92M | 2.09% | +350+1.1% | Added |
| Etesian Wealth Advisors, Inc. | 32,502 | $2.94M | 1.30% | −1,408−4.2% | Reduced |
| OMC Financial Services LTD | 32,546 | $2.94M | 1.25% | +1,122+3.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 32,561 | $2.94M | 0.31% | −711−2.1% | Reduced |
| Avestar Capital, LLC | 32,496 | $2.94M | 0.27% | +3,124+10.6% | Added |
| Accurate Wealth Management, LLC | 31,691 | $2.95M | 0.57% | +2,036+6.9% | Added |
| Norden Group LLC | 32,622 | $2.95M | 0.33% | −295−0.9% | Reduced |
| D.B. Root & Company, LLC | 32,641 | $2.95M | 0.94% | −1,413−4.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 32,749 | $2.96M | 0.76% | +970+3.1% | Added |
| Teza Capital Management LLC | 32,863 | $2.97M | 0.45% | +32,863 | New |
| Retirement Planning Group | 32,896 | $2.97M | 0.15% | −2,801−7.8% | Reduced |
| Stillwater Wealth Management Group | 32,955 | $2.98M | 2.67% | +32,955 | New |
| Motley Fool Wealth Management, LLC | 32,925 | $2.98M | 0.15% | −3,487−9.6% | Reduced |
| Harbor Advisors LLC | 33,000 | $2.98M | 0.47% | 00.0% | Unchanged |
| Napa Wealth Management | 33,036 | $2.98M | 1.29% | +4,467+15.6% | Added |
| 3Chopt Investment Partners, LLC | 32,972 | $2.99M | 1.03% | +339+1.0% | Added |
| Procyon Private Wealth Partners, LLC | 33,073 | $2.99M | 0.19% | +99+0.3% | Added |