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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 39,125 | $3.53M | 0.78% | +168+0.4% | Added |
| Flavin Financial Services, Inc. | 39,174 | $3.54M | 3.37% | +39,174 | New |
| AllGen Financial Advisors, Inc. | 39,205 | $3.54M | 1.19% | −4,114−9.5% | Reduced |
| Hudson Value Partners, LLC | 39,360 | $3.56M | 1.32% | −1,120−2.8% | Reduced |
| Hager Investment Management Services, LLC | 39,410 | $3.56M | 2.22% | +39,410 | New |
| Alaska Permanent Fund Corp | 39,419 | $3.56M | 0.05% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 39,432 | $3.56M | 0.74% | +23,809+152.4% | Added |
| FWL Investment Management, LLC | 39,557 | $3.57M | 1.30% | −442−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 39,696 | $3.59M | 0.26% | −5,962−13.1% | Reduced |
| Owen LaRue, LLC | 39,722 | $3.59M | 1.88% | −390−1.0% | Reduced |
| Focus Financial Network, Inc. | 39,756 | $3.60M | 0.14% | +4,540+12.9% | Added |
| Invst, LLC | 39,859 | $3.60M | 0.44% | −192−0.5% | Reduced |
| Bank of Stockton | 39,875 | $3.60M | 1.09% | −214−0.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 39,927 | $3.61M | 0.46% | +5,029+14.4% | Added |
| Schwab Charitable Fund | 40,000 | $3.61M | 0.08% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 40,149 | $3.63M | 1.46% | +170.0% | Added |
| Consolidated Portfolio Review Corp | 40,184 | $3.63M | 0.57% | +35,397+739.4% | Added |
| Roberts Glore & Co Inc | 40,189 | $3.63M | 1.08% | −1,960−4.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 40,233 | $3.64M | 0.93% | +9,203+29.7% | Added |
| ICW Investment Advisors LLC | 40,414 | $3.65M | 1.52% | −3,859−8.7% | Reduced |
| Gold Investment Management Ltd. | 40,434 | $3.65M | 1.54% | −2,331−5.5% | Reduced |
| Haven Private, LLC | 40,475 | $3.66M | 2.04% | +40,475 | New |
| Key Client Fiduciary Advisors, LLC | 40,497 | $3.66M | 1.64% | +3,882+10.6% | Added |
| Avidian Wealth Solutions, LLC | 40,559 | $3.66M | 0.16% | +1,040+2.6% | Added |
| Outfitter Financial LLC | 40,630 | $3.67M | 2.94% | −1,101−2.6% | Reduced |
| White Pine Capital LLC | 40,700 | $3.68M | 1.24% | −50.0% | Reduced |
| M Holdings Securities, Inc. | 40,769 | $3.68M | 0.59% | +40,769 | New |
| Chicago Partners Investment Group LLC | 40,198 | $3.69M | 0.12% | +2,485+6.6% | Added |
| Agf Management Ltd | 40,866 | $3.69M | 0.02% | +7,820+23.7% | Added |
| MOKAN Wealth Management Inc. | 41,022 | $3.71M | 2.36% | +41,022 | New |
| Concord Asset Management, LLC | 41,120 | $3.72M | 0.82% | +20,820+102.6% | Added |
| Parsons Capital Management Inc | 41,125 | $3.72M | 0.20% | −1,426−3.4% | Reduced |
| Blue Capital, Inc. | 41,135 | $3.72M | 2.62% | +41,135 | New |
| Smithfield Trust Co | 41,265 | $3.73M | 0.19% | −1,356−3.2% | Reduced |
| Anderson Hoagland & Co | 40,556 | $3.73M | 0.38% | 00.0% | Unchanged |
| Westpac Banking Corp | 41,287 | $3.73M | 0.25% | +14,129+52.0% | Added |
| Cary Street Partners Financial LLC | 41,319 | $3.73M | 0.12% | +41,319 | New |
| Westover Capital Advisors, LLC | 41,401 | $3.74M | 0.82% | −1,285−3.0% | Reduced |
| Ausdal Financial Partners, Inc. | 41,444 | $3.74M | 0.32% | +9,077+28.0% | Added |
| Pegasus Asset Management, Inc. | 41,551 | $3.75M | 1.42% | −1,292−3.0% | Reduced |
| Delta Investment Management, LLC | 41,567 | $3.76M | 0.73% | +90.0% | Added |
| Old Second National Bank of Aurora | 41,595 | $3.76M | 0.85% | −3,600−8.0% | Reduced |
| Qsemble Capital Management, LP | 41,642 | $3.76M | 0.50% | +41,642 | New |
| Sunbelt Securities, Inc. | 41,550 | $3.76M | 0.33% | +1,473+3.7% | Added |
| Mirabaud & Cie SA | 41,683 | $3.77M | 1.21% | −6,802−14.0% | Reduced |
| Lincluden Management Ltd | 41,764 | $3.77M | 0.46% | −9,969−19.3% | Reduced |
| Turn8 Private Wealth Inc. | 41,788 | $3.78M | 2.69% | +41,788 | New |
| Maven Securities LTD | 41,920 | $3.79M | 0.61% | +19,083+83.6% | Added |
| Argent Advisors, Inc. | 41,972 | $3.79M | 1.41% | +9,052+27.5% | Added |
| Victrix Investment Advisors | 42,139 | $3.81M | 2.75% | +42,139 | New |
| R.H. Dinel Investment Counsel, Inc. | 42,150 | $3.81M | 2.54% | 00.0% | Unchanged |
| Claro Advisors LLC | 42,253 | $3.82M | 0.52% | −497−1.2% | Reduced |
| Eads & Heald Wealth Management | 42,273 | $3.82M | 1.88% | −2,431−5.4% | Reduced |
| Kercheville Advisors, LLC | 42,330 | $3.82M | 1.48% | −90.0% | Reduced |
| Second Line Capital, LLC | 42,277 | $3.83M | 1.03% | −4,173−9.0% | Reduced |
| GTS Securities LLC | 42,421 | $3.83M | 0.19% | +23,445+123.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42,571 | $3.85M | 0.10% | +3,120+7.9% | Added |
| Coastline Trust Co | 42,662 | $3.85M | 0.45% | +7,310+20.7% | Added |
| Catalytic Wealth RIA, LLC | 42,735 | $3.86M | 0.68% | +2,786+7.0% | Added |
| Beacon Financial Group | 42,758 | $3.86M | 0.42% | −606−1.4% | Reduced |
| IMA Wealth, Inc. | 42,707 | $3.87M | 0.47% | −60−0.1% | Reduced |
| Kovack Advisors, Inc. | 42,806 | $3.87M | 0.38% | +7,445+21.1% | Added |
| Cetera Trust Company, N.A | 42,877 | $3.87M | 2.52% | −250−0.6% | Reduced |
| Paradigm Asset Management Co LLC | 42,936 | $3.88M | 1.06% | +20,300+89.7% | Added |
| Bowman & Co S.C. | 42,962 | $3.88M | 2.01% | −473−1.1% | Reduced |
| ROI Financial Advisors, LLC | 43,164 | $3.90M | 2.66% | +4,138+10.6% | Added |
| Concord Wealth Partners | 43,210 | $3.90M | 0.64% | +21,194+96.3% | Added |
| Arcadia Investment Management Corp | 43,270 | $3.91M | 0.62% | +3,737+9.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 43,377 | $3.92M | 0.97% | −266−0.6% | Reduced |
| Vickerman Investment Advisors, Inc. | 43,423 | $3.92M | 1.07% | −1,422−3.2% | Reduced |
| Providence Wealth Advisors, LLC | 42,885 | $3.93M | 2.98% | −664−1.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 43,538 | $3.94M | 0.37% | +5,993+16.0% | Added |
| Chatham Capital Group, Inc. | 43,759 | $3.95M | 0.65% | −80−0.2% | Reduced |
| West Michigan Advisors, LLC | 43,773 | $3.96M | 1.20% | −3,097−6.6% | Reduced |
| Oarsman Capital, Inc. | 43,876 | $3.96M | 0.69% | −1,168−2.6% | Reduced |
| Maxwell Wealth Strategies Inc. | 43,901 | $3.97M | 1.62% | +52+0.1% | Added |
| Mustard Seed Financial, LLC | 43,950 | $3.97M | 3.23% | −415−0.9% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 44,043 | $3.98M | 0.57% | +44,043 | New |
| Systematic Alpha Investments, LLC | 44,100 | $3.98M | 0.15% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 44,080 | $3.99M | 0.13% | −1,017−2.3% | Reduced |
| Polymer Capital Management (HK) LTD | 44,364 | $4.01M | 0.70% | +34,614+355.0% | Added |
| Cigna Investments Inc | 44,525 | $4.02M | 0.71% | −371−0.8% | Reduced |
| Northern Financial Advisors Inc | 44,528 | $4.02M | 3.21% | −3,205−6.7% | Reduced |
| Profund Advisors LLC | 44,536 | $4.02M | 0.15% | −7,633−14.6% | Reduced |
| Garner Asset Management Corp | 44,624 | $4.03M | 1.87% | −715−1.6% | Reduced |
| First Hawaiian Bank | 44,677 | $4.04M | 0.13% | −6,538−12.8% | Reduced |
| Pathway Financial Advisers, LLC | 44,679 | $4.04M | 1.36% | −865−1.9% | Reduced |
| Allred Capital Management, LLC | 44,705 | $4.04M | 1.56% | −90.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 44,777 | $4.05M | 1.09% | −512−1.1% | Reduced |
| Intrust Bank NA | 44,843 | $4.05M | 0.41% | +1,606+3.7% | Added |
| Summit Place Financial Advisors, LLC | 44,923 | $4.06M | 2.31% | −3,240−6.7% | Reduced |
| Axecap Investments, LLC | 44,942 | $4.06M | 3.06% | +2,310+5.4% | Added |
| Shayne & Co., LLC | 44,980 | $4.06M | 1.06% | −2,300−4.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 45,067 | $4.07M | 3.11% | −433−1.0% | Reduced |
| ORG Partners LLC | 45,064 | $4.07M | 0.55% | −1,980−4.2% | Reduced |
| RD Lewis Holdings, Inc. | 40,260 | $4.07M | 4.48% | +40,260 | New |
| Quintet Private Bank (Europe) S.A. | 45,157 | $4.08M | 0.22% | −9,348−17.2% | Reduced |
| Canandaigua National Bank & Trust Co | 45,231 | $4.09M | 0.40% | −1,088−2.3% | Reduced |
| JCIC Asset Management Inc. | 45,266 | $4.09M | 1.66% | +630+1.4% | Added |
| Stokes Family Office, LLC | 45,542 | $4.11M | 0.44% | +791+1.8% | Added |