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 |
|---|---|---|---|---|---|
| Cullen Capital Management LLC | 52,028 | $4.70M | 0.05% | −2,679−4.9% | Reduced |
| Wealth Group, Ltd. | 52,025 | $4.70M | 3.04% | −1,005−1.9% | Reduced |
| Wambolt & Associates, LLC | 52,116 | $4.71M | 1.51% | −11,546−18.1% | Reduced |
| Successful Portfolios LLC | 52,136 | $4.71M | 3.15% | −275−0.5% | Reduced |
| North Star Investment Management Corp. | 52,164 | $4.71M | 0.33% | +409+0.8% | Added |
| Univest Financial Corp | 52,188 | $4.72M | 0.30% | −1,290−2.4% | Reduced |
| Allen Capital Group, LLC | 52,255 | $4.72M | 0.58% | −3,716−6.6% | Reduced |
| Stratos Wealth Advisors, LLC | 52,365 | $4.73M | 0.23% | −3,522−6.3% | Reduced |
| Mendel Capital Management LLC | 52,372 | $4.73M | 2.87% | −118−0.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 52,643 | $4.76M | 2.78% | −640−1.2% | Reduced |
| Broadwater Capital Management LLC | 52,792 | $4.77M | 3.65% | −150−0.3% | Reduced |
| Lee Johnson Capital Management, LLC | 52,801 | $4.77M | 2.52% | +52,801 | New |
| Hoey Investments, Inc | 52,829 | $4.77M | 0.81% | +21,590+69.1% | Added |
| Ameritas Investment Partners, Inc. | 52,872 | $4.78M | 0.16% | −7,381−12.3% | Reduced |
| Qtron Investments LLC | 52,917 | $4.78M | 0.67% | −895−1.7% | Reduced |
| Redwood Investments, LLC | 52,931 | $4.78M | 1.28% | −30,584−36.6% | Reduced |
| WealthShield Partners, LLC | 52,830 | $4.78M | 0.68% | −5,534−9.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 53,089 | $4.80M | 1.81% | −4,402−7.7% | Reduced |
| Garrett Investment Advisors LLC | 53,141 | $4.80M | 0.47% | −7,338−12.1% | Reduced |
| Pacifica Partners Inc. | 53,337 | $4.80M | 2.07% | −5,917−10.0% | Reduced |
| Trifecta Capital Advisors, LLC | 53,569 | $4.84M | 0.96% | +970+1.8% | Added |
| Plancorp, LLC | 53,686 | $4.85M | 0.20% | −136−0.3% | Reduced |
| Northstar Group, Inc. | 53,750 | $4.86M | 0.81% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 53,814 | $4.86M | 1.81% | +190.0% | Added |
| Meridian Investment Counsel Inc. | 53,948 | $4.87M | 1.45% | −4,625−7.9% | Reduced |
| Modern Wealth Management, LLC | 53,968 | $4.88M | 0.18% | +14,355+36.2% | Added |
| Benedict Financial Advisors Inc | 54,007 | $4.88M | 1.18% | −2,134−3.8% | Reduced |
| JT Stratford LLC | 54,433 | $4.92M | 0.81% | +1,384+2.6% | Added |
| Resources Management Corp | 54,460 | $4.92M | 0.67% | −474−0.9% | Reduced |
| Capstone Triton Financial Group, LLC | 54,630 | $4.94M | 3.08% | −1,536−2.7% | Reduced |
| Kathmere Capital Management, LLC | 54,655 | $4.94M | 0.44% | +3,752+7.4% | Added |
| Pines Wealth Management, LLC | 53,171 | $4.94M | 2.15% | +53,171 | New |
| Keene & Associates, Inc. | 54,790 | $4.95M | 3.97% | −3,521−6.0% | Reduced |
| Alps Advisors Inc | 54,872 | $4.96M | 0.03% | −375−0.7% | Reduced |
| Riverview Capital Advisers, LLC | 54,980 | $4.97M | 1.50% | −100−0.2% | Reduced |
| CoreCap Advisors, LLC | 55,013 | $4.97M | 0.23% | +4,952+9.9% | Added |
| Thomasville National Bank | 55,111 | $4.98M | 0.36% | +431+0.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 55,280 | $4.99M | 1.86% | +151+0.3% | Added |
| Ameliora Wealth Management Ltd. | 55,298 | $5.00M | 1.87% | +560+1.0% | Added |
| Quadcap Wealth Management, LLC | 55,308 | $5.00M | 0.74% | +28,493+106.3% | Added |
| Chemung Canal Trust Co | 55,319 | $5.00M | 1.04% | −6,743−10.9% | Reduced |
| Virtu Financial LLC | 55,537 | $5.02M | 0.27% | +48,839+729.2% | Added |
| Kingswood Wealth Advisors, LLC | 55,543 | $5.02M | 0.38% | −26,768−32.5% | Reduced |
| Moloney Securities Asset Management, LLC | 55,581 | $5.02M | 0.67% | +2,032+3.8% | Added |
| Harvest Fund Management Co., Ltd | 55,720 | $5.04M | 0.23% | +35,204+171.6% | Added |
| Checchi Capital Advisers, LLC | 55,752 | $5.04M | 0.38% | +667+1.2% | Added |
| Aries Wealth Management | 55,767 | $5.04M | 1.39% | −737−1.3% | Reduced |
| Harbour Investments, Inc. | 55,827 | $5.04M | 0.14% | +3,118+5.9% | Added |
| Westmount Partners, LLC | 55,830 | $5.04M | 1.53% | +886+1.6% | Added |
| Bowen Hanes & Co Inc | 55,980 | $5.06M | 0.14% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 56,000 | $5.06M | 3.04% | −21,100−27.4% | Reduced |
| Brendel Financial Advisors LLC | 56,616 | $5.12M | 3.09% | −2,438−4.1% | Reduced |
| Fiduciary Alliance LLC | 56,714 | $5.12M | 0.52% | +38,872+217.9% | Added |
| Hollow Brook Wealth Management LLC | 56,866 | $5.14M | 1.58% | −2,097−3.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 56,940 | $5.14M | 0.19% | +9,166+19.2% | Added |
| Frank, Rimerman Advisors LLC | 56,956 | $5.15M | 0.37% | +201+0.4% | Added |
| Guardian Wealth Advisors, LLC | 57,028 | $5.15M | 0.41% | +4,454+8.5% | Added |
| Parkside Financial Bank & Trust | 57,123 | $5.16M | 0.68% | +790+1.4% | Added |
| Sugarloaf Wealth Management, LLC | 57,348 | $5.18M | 0.98% | −13,008−18.5% | Reduced |
| Citizens Business Bank | 40,029 | $5.20M | 0.97% | −18,635−31.8% | Reduced |
| Kanawha Capital Management LLC | 57,688 | $5.21M | 0.41% | +9,394+19.5% | Added |
| Fulton Bank, N.A. | 57,868 | $5.23M | 0.20% | −15,132−20.7% | Reduced |
| Buckhead Capital Management LLC | 57,895 | $5.23M | 1.67% | −265−0.5% | Reduced |
| MV Capital Management, Inc. | 57,968 | $5.24M | 0.56% | −176−0.3% | Reduced |
| Kinloch Capital, LLC | 58,142 | $5.25M | 2.63% | +702+1.2% | Added |
| Unigestion Holding SA | 58,188 | $5.26M | 0.30% | −156,480−72.9% | Reduced |
| JPL Wealth Management, LLC | 58,200 | $5.26M | 1.51% | +58,200 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 58,243 | $5.26M | 1.91% | −2,785−4.6% | Reduced |
| Greenline Partners, LLC | 58,776 | $5.31M | 0.74% | −3,693−5.9% | Reduced |
| Guardian Investment Management | 58,800 | $5.31M | 3.86% | −3,995−6.4% | Reduced |
| Mitchell Sinkler & Starr | 58,824 | $5.31M | 1.42% | −3,285−5.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 58,691 | $5.31M | 2.39% | −19,814−25.2% | Reduced |
| LGT Group Foundation | 58,857 | $5.32M | 0.08% | +1,296+2.3% | Added |
| Kensington Investment Counsel, LLC | 58,929 | $5.32M | 2.22% | +1,932+3.4% | Added |
| CTC LLC | 59,153 | $5.34M | 0.54% | −20,621−25.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 59,300 | $5.36M | 0.55% | +59,300 | New |
| Trust Point Inc. | 59,591 | $5.38M | 0.37% | +4,456+8.1% | Added |
| Good Life Advisors, LLC | 59,782 | $5.40M | 0.39% | −1,376−2.2% | Reduced |
| Financial Advisory Partners, LLC | 59,787 | $5.40M | 1.79% | −1,840−3.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 59,850 | $5.41M | 1.43% | 00.0% | Unchanged |
| Rational Advisors LLC | 59,898 | $5.41M | 0.53% | +1,943+3.4% | Added |
| FourThought Financial Partners, LLC | 59,963 | $5.42M | 0.56% | +59,963 | New |
| Xcel Wealth Management, LLC | 59,966 | $5.42M | 1.50% | −3,347−5.3% | Reduced |
| Byrne Financial Freedom, LLC | 59,970 | $5.42M | 2.41% | +59,970 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $5.42M | 1.22% | 00.0% | Unchanged |
| XTX Topco Ltd | 60,043 | $5.42M | 0.46% | +60,043 | New |
| CWA Asset Management Group, LLC | 60,078 | $5.43M | 0.27% | +271+0.5% | Added |
| Arete Wealth Advisors, LLC | 60,292 | $5.45M | 0.39% | −8,999−13.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 60,280 | $5.45M | 1.76% | −689−1.1% | Reduced |
| Berry Wealth Group, LP | 60,557 | $5.47M | 3.95% | −2,194−3.5% | Reduced |
| SeaBridge Investment Advisors LLC | 60,578 | $5.47M | 1.14% | +2,076+3.5% | Added |
| Nvest Financial, LLC | 60,658 | $5.48M | 2.78% | −8,918−12.8% | Reduced |
| Kampmann Melissa S. | 60,687 | $5.48M | 4.31% | −7,470−11.0% | Reduced |
| Commerzbank Aktiengesellschaft | 60,872 | $5.50M | 0.13% | +3,569+6.2% | Added |
| Quadrant Capital Group LLC | 60,910 | $5.50M | 0.38% | −743−1.2% | Reduced |
| E Fund Management Co., Ltd. | 61,018 | $5.51M | 0.28% | +31,661+107.8% | Added |
| Rahlfs Capital, LLC | 61,044 | $5.52M | 5.47% | +61,044 | New |
| Hengehold Capital Management LLC | 61,094 | $5.52M | 0.52% | −1,341−2.1% | Reduced |
| Cornerstone Wealth Group, LLC | 61,207 | $5.53M | 0.45% | −37,951−38.3% | Reduced |
| Palisade Asset Management, LLC | 61,212 | $5.53M | 0.56% | −160−0.3% | Reduced |