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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 45,661 | $4.13M | 0.37% | +4,678+11.4% | Added |
| Masterton Capital Management, LP | 45,722 | $4.13M | 2.34% | −74,278−61.9% | Reduced |
| Essex Savings Bank | 45,773 | $4.14M | 1.02% | +310+0.7% | Added |
| Prosperity Consulting Group, LLC | 45,785 | $4.14M | 0.31% | +909+2.0% | Added |
| Lester Murray Antman dba SimplyRich | 45,790 | $4.14M | 1.18% | +270+0.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 45,809 | $4.14M | 0.70% | +44+0.1% | Added |
| Aspen Investment Management Inc | 45,893 | $4.15M | 1.93% | +1,767+4.0% | Added |
| Phoenix Wealth Advisors | 46,124 | $4.17M | 1.81% | −1,841−3.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 46,152 | $4.17M | 0.99% | −159−0.3% | Reduced |
| Northstar Asset Management LLC | 46,179 | $4.17M | 0.96% | −10.0% | Reduced |
| Robbins Farley LLC | 46,200 | $4.17M | 2.04% | −260−0.6% | Reduced |
| Crestwood Advisors Group LLC | 46,299 | $4.18M | 0.08% | +12,298+36.2% | Added |
| Two Sigma Investments, LP | 46,400 | $4.19M | 0.01% | −92,341−66.6% | Reduced |
| WT Wealth Management | 46,625 | $4.21M | 1.32% | +1,320+2.9% | Added |
| SageView Advisory Group, LLC | 46,709 | $4.22M | 0.18% | +845+1.8% | Added |
| Weaver Capital Management LLC | 46,775 | $4.23M | 1.19% | −577−1.2% | Reduced |
| Insigneo Advisory Services, LLC | 46,779 | $4.23M | 0.44% | −3,825−7.6% | Reduced |
| Welch Group, LLC | 46,744 | $4.23M | 0.19% | −785−1.7% | Reduced |
| Arlington Partners LLC | 46,902 | $4.24M | 1.65% | −7,307−13.5% | Reduced |
| Harvey Capital Management Inc | 46,950 | $4.24M | 1.00% | −3,000−6.0% | Reduced |
| Cooper Financial Group | 46,958 | $4.24M | 0.51% | +2,980+6.8% | Added |
| Congress Wealth Management LLC | 47,038 | $4.25M | 0.06% | +1,309+2.9% | Added |
| Spirit of America Management Corp | 47,052 | $4.25M | 0.86% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 47,129 | $4.26M | 1.14% | +2,369+5.3% | Added |
| Marshall Financial Group LLC | 47,187 | $4.26M | 1.03% | −4,448−8.6% | Reduced |
| Great Lakes Advisors, LLC | 47,236 | $4.27M | 0.04% | −286−0.6% | Reduced |
| Spears Abacus Advisors LLC | 47,372 | $4.28M | 0.09% | +64+0.1% | Added |
| David Loasby | 46,072 | $4.28M | 0.39% | +742+1.6% | Added |
| Comgest Global Investors S.A.S. | 47,467 | $4.29M | 0.07% | −6,578−12.2% | Reduced |
| Cozad Asset Management Inc | 47,477 | $4.29M | 0.40% | +3,091+7.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 47,599 | $4.30M | 0.37% | −306−0.6% | Reduced |
| CFM Wealth Partners LLC | 47,606 | $4.30M | 0.73% | +3,553+8.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,607 | $4.30M | 0.01% | −2,649−5.3% | Reduced |
| Naples Global Advisors, LLC | 47,524 | $4.30M | 0.40% | −570−1.2% | Reduced |
| Amussen Hunsaker Associates LLC | 47,795 | $4.32M | 0.61% | +87+0.2% | Added |
| Madden Securities Corp | 47,846 | $4.32M | 1.73% | −4,897−9.3% | Reduced |
| Octavia Wealth Advisors, LLC | 47,749 | $4.32M | 0.52% | −726−1.5% | Reduced |
| Bank of New Hampshire | 47,949 | $4.33M | 1.11% | +5,786+13.7% | Added |
| Security National Bank of So Dak | 48,048 | $4.34M | 2.42% | +397+0.8% | Added |
| Finer Wealth Management, Inc. | 48,133 | $4.35M | 2.49% | +890+1.9% | Added |
| Arvest Investments, Inc. | 48,178 | $4.35M | 0.70% | +715+1.5% | Added |
| Weatherly Asset Management L. P. | 48,096 | $4.35M | 0.39% | +11,210+30.4% | Added |
| Game Creek Capital, LP | 48,225 | $4.36M | 2.38% | −5,000−9.4% | Reduced |
| Dividend Assets Capital, LLC | 48,304 | $4.36M | 0.85% | −630−1.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 48,345 | $4.37M | 1.06% | −1,663−3.3% | Reduced |
| Miller Investment Management, LP | 48,450 | $4.38M | 0.48% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 48,456 | $4.38M | 1.67% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 48,522 | $4.38M | 0.61% | −956−1.9% | Reduced |
| Peterson Wealth Management | 48,592 | $4.39M | 2.61% | +2,030+4.4% | Added |
| Pine Valley Investments Ltd Liability Co | 48,623 | $4.40M | 0.29% | +848+1.8% | Added |
| Mattern Wealth Management LLC | 48,713 | $4.40M | 0.97% | −5,910−10.8% | Reduced |
| Shepherd Financial Partners LLC | 48,721 | $4.40M | 0.53% | +372+0.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 48,767 | $4.41M | 0.89% | +14,824+43.7% | Added |
| Cito Capital Group, LLC | 48,700 | $4.41M | 1.62% | 00.0% | Unchanged |
| New Hampshire Trust | 48,936 | $4.42M | 0.93% | +276+0.6% | Added |
| Loomis Sayles & Co L P | 48,982 | $4.42M | 0.01% | −39,494−44.6% | Reduced |
| Mather Group, LLC. | 49,103 | $4.44M | 0.06% | −3,423−6.5% | Reduced |
| AIMZ Investment Advisors, LLC | 49,175 | $4.44M | 1.54% | −627−1.3% | Reduced |
| Summit Asset Management, LLC | 49,249 | $4.45M | 0.78% | −608−1.2% | Reduced |
| Ledyard National Bank | 49,304 | $4.45M | 0.42% | −206−0.4% | Reduced |
| Duncker Streett & Co Inc | 49,407 | $4.46M | 0.83% | −112−0.2% | Reduced |
| Diligent Investors, LLC | 49,513 | $4.47M | 1.03% | −392−0.8% | Reduced |
| Peddock Capital Advisors, LLC | 49,682 | $4.49M | 1.08% | −1,145−2.3% | Reduced |
| Steel Peak Wealth Management LLC | 49,669 | $4.50M | 0.19% | −1,001−2.0% | Reduced |
| Lockheed Martin Investment Management Co | 49,860 | $4.50M | 0.18% | −112,770−69.3% | Reduced |
| Evernest Financial Advisors, LLC | 49,862 | $4.51M | 1.17% | +842+1.7% | Added |
| Gryphon Financial Partners LLC | 49,875 | $4.51M | 0.65% | +4,999+11.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 57,294 | $4.51M | 0.78% | −71,306−55.4% | Reduced |
| Elequin Capital LP | 50,000 | $4.52M | 0.52% | +49,504+9,980.6% | Added |
| Pensionfund Sabic | 50,000 | $4.52M | 1.20% | +15,000+42.9% | Added |
| Mission Wealth Management, LP | 50,030 | $4.52M | 0.11% | +1,228+2.5% | Added |
| Virginia Wealth Management Group, Inc. | 50,149 | $4.53M | 2.81% | −1,853−3.6% | Reduced |
| CFS Investment Advisory Services, LLC | 50,286 | $4.54M | 0.41% | +689+1.4% | Added |
| Huntleigh Advisors, Inc. | 50,300 | $4.54M | 0.98% | +50,300 | New |
| Golden State Equity Partners | 50,418 | $4.56M | 0.87% | −10,208−16.8% | Reduced |
| Atlantic Union Bankshares Corp | 50,453 | $4.56M | 0.27% | −985−1.9% | Reduced |
| Finivi Inc. | 50,472 | $4.56M | 3.64% | −11,559−18.6% | Reduced |
| J. W. Coons Advisors, LLC | 50,493 | $4.56M | 1.17% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 43,897 | $4.57M | 1.09% | +1,171+2.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 50,725 | $4.58M | 2.59% | −237−0.5% | Reduced |
| KG&L Capital Management,LLC | 50,777 | $4.59M | 1.48% | −673−1.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 50,807 | $4.59M | 2.71% | −2,022−3.8% | Reduced |
| Capital Investment Advisory Services, LLC | 50,858 | $4.60M | 0.44% | +1,972+4.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 50,877 | $4.60M | 0.96% | −8,762−14.7% | Reduced |
| Cohen Klingenstein LLC | 51,000 | $4.61M | 0.16% | −69,900−57.8% | Reduced |
| Silverleafe Capital Partners, LLC | 51,037 | $4.61M | 1.46% | −862−1.7% | Reduced |
| Private Trust Co NA | 51,503 | $4.65M | 0.48% | −1,546−2.9% | Reduced |
| Delos Wealth Advisors, LLC | 51,505 | $4.65M | 3.71% | +1,346+2.7% | Added |
| Dorsey & Whitney Trust CO LLC | 51,517 | $4.65M | 0.26% | +1,680+3.4% | Added |
| GWN Securities Inc. | 49,321 | $4.66M | 1.25% | +49,321 | New |
| Winton Group Ltd | 51,583 | $4.66M | 0.31% | −18,147−26.0% | Reduced |
| Permanens Capital L.P. | 51,555 | $4.67M | 0.89% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 51,692 | $4.67M | 0.63% | −2,604−4.8% | Reduced |
| AMJ Financial Wealth Management | 51,715 | $4.67M | 1.30% | −142−0.3% | Reduced |
| Financial Security Advisor, Inc. | 51,672 | $4.68M | 1.19% | −1,085−2.1% | Reduced |
| Boothbay Fund Management, LLC | 51,799 | $4.68M | 0.15% | −50,202−49.2% | Reduced |
| Harbor Investment Advisory, LLC | 51,846 | $4.68M | 0.44% | +3,749+7.8% | Added |
| Independence Bank of Kentucky | 51,859 | $4.69M | 0.72% | +12,559+32.0% | Added |
| Essex Financial Services, Inc. | 51,878 | $4.69M | 0.33% | −554−1.1% | Reduced |
| Smartleaf Asset Management LLC | 51,870 | $4.70M | 0.48% | +12,738+32.6% | Added |