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 |
|---|---|---|---|---|---|
| Southern Capital Advisors, LLC | 33,122 | $2.99M | 1.66% | −120.0% | Reduced |
| Brevan Howard Capital Management LP | 33,144 | $2.99M | 0.07% | +33,144 | New |
| United Advisor Group, LLC | 33,172 | $3.00M | 0.59% | +1,988+6.4% | Added |
| Wolff Wiese Magana LLC | 33,187 | $3.00M | 1.99% | +170+0.5% | Added |
| Midland Wealth Advisors LLC | 33,216 | $3.00M | 0.18% | −1,520−4.4% | Reduced |
| Smith Anglin Financial, LLC | 33,216 | $3.00M | 0.28% | +430+1.3% | Added |
| Fortis Group Advisors, LLC | 33,237 | $3.00M | 0.56% | +1,516+4.8% | Added |
| Canopy Partners, LLC | 33,336 | $3.01M | 1.15% | +1,503+4.7% | Added |
| Integras Partners LLC | 33,340 | $3.01M | 2.57% | +33,340 | New |
| Quadrant Private Wealth Management, LLC | 33,325 | $3.02M | 0.74% | +365+1.1% | Added |
| TruWealth Advisors, LLC | 33,406 | $3.02M | 0.18% | +923+2.8% | Added |
| Summit X, LLC | 33,427 | $3.02M | 0.67% | +397+1.2% | Added |
| PFC Capital Group, Inc. | 33,464 | $3.02M | 1.46% | +400+1.2% | Added |
| Riverbridge Partners LLC | 33,545 | $3.03M | 0.04% | −3,103−8.5% | Reduced |
| Creekmur Asset Management LLC | 33,623 | $3.04M | 0.70% | −616−1.8% | Reduced |
| Trust Co of Oklahoma | 33,625 | $3.04M | 0.97% | +163+0.5% | Added |
| MGB Wealth Management, LLC | 33,626 | $3.04M | 0.94% | +1,274+3.9% | Added |
| IPG Investment Advisors LLC | 33,610 | $3.04M | 0.69% | +8,258+32.6% | Added |
| Larson Financial Group LLC | 33,776 | $3.05M | 0.16% | −4,749−12.3% | Reduced |
| RB Capital Management, LLC | 33,827 | $3.06M | 0.71% | −226−0.7% | Reduced |
| Savvy Advisors, Inc. | 33,893 | $3.06M | 0.37% | +6,414+23.3% | Added |
| Powers Advisory Group, LLC | 33,913 | $3.06M | 1.53% | −441−1.3% | Reduced |
| Windsor Capital Management, LLC | 33,939 | $3.07M | 0.91% | −1,105−3.2% | Reduced |
| Pettee Investors, Inc. | 34,017 | $3.07M | 1.56% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 34,027 | $3.07M | 0.92% | +1,930+6.0% | Added |
| Edmond de Rothschild Holding S.A. | 34,067 | $3.08M | 0.05% | −19,149−36.0% | Reduced |
| LM Advisors LLC | 34,020 | $3.08M | 0.55% | −10,545−23.7% | Reduced |
| Legacy Bridge, LLC | 34,212 | $3.09M | 1.61% | +30+0.1% | Added |
| Sage Mountain Advisors LLC | 34,239 | $3.09M | 0.23% | +2,716+8.6% | Added |
| Nebula Research & Development LLC | 34,252 | $3.09M | 0.36% | −12,162−26.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,265 | $3.10M | 0.21% | +34,265 | New |
| X-Square Capital, LLC | 34,301 | $3.10M | 1.27% | −159−0.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 34,368 | $3.11M | 0.63% | −801−2.3% | Reduced |
| Nikulski Financial, Inc. | 34,387 | $3.11M | 0.91% | +585+1.7% | Added |
| Insight Inv LLC | 34,341 | $3.11M | 2.16% | +540+1.6% | Added |
| Avantax Planning Partners, Inc. | 34,533 | $3.12M | 0.11% | +679+2.0% | Added |
| Schechter Investment Advisors, LLC | 34,593 | $3.13M | 0.24% | −9,642−21.8% | Reduced |
| Verdence Capital Advisors LLC | 34,666 | $3.13M | 0.25% | −20−0.1% | Reduced |
| Gen-Wealth Partners Inc | 34,764 | $3.14M | 1.35% | −2,757−7.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 34,780 | $3.14M | 0.23% | +2,093+6.4% | Added |
| HCR Wealth Advisors | 34,797 | $3.14M | 0.39% | −160−0.5% | Reduced |
| Legato Capital Management LLC | 34,865 | $3.15M | 0.41% | −17,547−33.5% | Reduced |
| Global Trust Asset Management, LLC | 34,879 | $3.15M | 1.20% | −368−1.0% | Reduced |
| JFS Wealth Advisors, LLC | 34,962 | $3.16M | 0.22% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 35,000 | $3.16M | 1.88% | +18,100+107.1% | Added |
| Peterson Wealth Services | 35,147 | $3.18M | 0.95% | +985+2.9% | Added |
| Integrity Alliance, LLC. | 35,153 | $3.18M | 0.34% | +35,153 | New |
| FCG Investment Co | 35,194 | $3.18M | 1.93% | +2,415+7.4% | Added |
| Magnolia Capital Advisors LLC | 35,251 | $3.18M | 0.82% | +12,148+52.6% | Added |
| Beech Hill Advisors, Inc. | 35,452 | $3.20M | 1.20% | −1,141−3.1% | Reduced |
| Fidelis Capital Partners, LLC | 32,263 | $3.21M | 0.32% | +5,597+21.0% | Added |
| Gray Wealth Management Inc. | 35,682 | $3.22M | 1.22% | +3,382+10.5% | Added |
| Martin & Co Inc | 35,705 | $3.23M | 0.80% | −1,476−4.0% | Reduced |
| Gables Capital Management Inc. | 35,834 | $3.24M | 1.56% | −200−0.6% | Reduced |
| Verity Asset Management, Inc. | 36,494 | $3.24M | 1.83% | −41,720−53.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 35,923 | $3.25M | 0.71% | +643+1.8% | Added |
| Trust Co of Virginia | 36,000 | $3.25M | 0.30% | +72+0.2% | Added |
| Monetary Management Group Inc | 36,108 | $3.26M | 0.85% | −600−1.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 36,265 | $3.28M | 0.23% | −878−2.4% | Reduced |
| Cidel Asset Management Inc | 36,307 | $3.28M | 0.22% | −2,356−6.1% | Reduced |
| Union Heritage Capital, LLC | 36,342 | $3.28M | 1.21% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 35,299 | $3.29M | 0.52% | −4,293−10.8% | Reduced |
| NTV Asset Management LLC | 36,374 | $3.29M | 0.43% | −3,541−8.9% | Reduced |
| GFG Capital, LLC | 36,375 | $3.29M | 0.90% | +60+0.2% | Added |
| Silver Oak Securities, Inc | 36,309 | $3.29M | 0.31% | +1,643+4.7% | Added |
| Exchange Bank | 36,440 | $3.29M | 2.65% | +63+0.2% | Added |
| Hemenway Trust Co LLC | 36,458 | $3.29M | 0.27% | −100−0.3% | Reduced |
| Beacon Investment Advisors LLC | 36,591 | $3.31M | 1.55% | +570+1.6% | Added |
| St. Louis Financial Planners Asset Management, LLC | 36,719 | $3.32M | 2.40% | +8,852+31.8% | Added |
| Icapital Wealth LLC | 36,937 | $3.34M | 1.91% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 36,940 | $3.34M | 1.96% | −953−2.5% | Reduced |
| Highview Capital Management LLC | 36,945 | $3.34M | 1.28% | +1,720+4.9% | Added |
| Mattson Financial Services, LLC | 41,513 | $3.35M | 1.07% | −1,388−3.2% | Reduced |
| Belpointe Asset Management LLC | 43,482 | $3.36M | 0.20% | +4,190+10.7% | Added |
| Front Row Advisors LLC | 37,230 | $3.37M | 1.16% | −194−0.5% | Reduced |
| First Heartland Consultants, Inc. | 37,529 | $3.39M | 0.35% | −2,221−5.6% | Reduced |
| Security National Bank of Sioux City Iowa | 37,598 | $3.40M | 2.38% | −903−2.3% | Reduced |
| Gibraltar Capital Management, Inc. | 37,797 | $3.41M | 1.51% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 37,837 | $3.42M | 1.46% | −675−1.8% | Reduced |
| Nilsine Partners, LLC | 37,850 | $3.42M | 0.37% | +11,003+41.0% | Added |
| Gutierrez Wealth Advisory, LLC | 37,854 | $3.42M | 2.82% | +37,854 | New |
| FLC Capital Advisors | 37,871 | $3.42M | 0.79% | −40.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 37,925 | $3.43M | 0.72% | −1,356−3.5% | Reduced |
| St. Johns Investment Management Company, LLC | 37,931 | $3.43M | 1.59% | −1,366−3.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,976 | $3.43M | 0.13% | +413+1.1% | Added |
| Ridgepath Capital Management LLC | 37,995 | $3.43M | 1.58% | +8,666+29.5% | Added |
| Archford Capital Strategies, LLC | 38,001 | $3.43M | 0.52% | −1,253−3.2% | Reduced |
| J. Goldman & Co LP | 38,118 | $3.44M | 0.12% | +34,270+890.6% | Added |
| Eagle Bluffs Wealth Management LLC | 38,106 | $3.45M | 1.85% | −2,979−7.3% | Reduced |
| SBI Securities Co., Ltd. | 38,314 | $3.46M | 0.11% | +38,314 | New |
| Clarius Group, LLC | 38,381 | $3.47M | 0.24% | +1,953+5.4% | Added |
| Oak Harbor Wealth Partners, LLC | 38,393 | $3.47M | 1.01% | −822−2.1% | Reduced |
| Waddell & Associates, LLC | 38,553 | $3.48M | 0.36% | +600+1.6% | Added |
| Capstone Financial Advisors, Inc. | 38,655 | $3.49M | 0.22% | +38,655 | New |
| Tilia Fiduciary Partners, Inc. | 38,915 | $3.52M | 2.40% | −369−0.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 39,000 | $3.52M | 1.04% | 00.0% | Unchanged |
| Argentarii, LLC | 39,007 | $3.52M | 1.77% | +39,007 | New |
| Central Valley Advisors, LLC | 39,038 | $3.53M | 1.60% | +147+0.4% | Added |
| Freedom Day Solutions, LLC | 39,058 | $3.53M | 1.06% | −3,199−7.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 39,100 | $3.53M | 0.40% | −1,409−3.5% | Reduced |