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Livermore
Livermore
ZHEN

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; 4,426 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
+525 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
597
1,394 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.

Institutional holdersQ4 2024: 3,920 institutions
Q1 2021: 2,492 institutionsQ2 2021: 2,501 institutionsQ3 2021: 2,489 institutionsQ4 2021: 2,733 institutionsQ1 2022: 2,734 institutionsQ2 2022: 2,627 institutionsQ3 2022: 2,609 institutionsQ4 2022: 2,814 institutionsQ1 2023: 2,859 institutionsQ2 2023: 2,883 institutionsQ3 2023: 2,931 institutionsQ4 2023: 3,091 institutionsQ1 2024: 3,212 institutionsQ2 2024: 3,321 institutionsQ3 2024: 3,465 institutionsQ4 2024: 3,920 institutionsQ1 2025: 3,882 institutionsQ2 2025: 3,976 institutionsQ3 2025: 4,031 institutionsQ4 2025: 4,414 institutionsQ1 2026: 4,467 institutionsQ2 2026: 4,426 institutions
Value heldQ4 2024: $255.3B
Q1 2021: $113.9BQ2 2021: $121.8BQ3 2021: $122.1BQ4 2021: $127.6BQ1 2022: $131.7BQ2 2022: $106.3BQ3 2022: $112.7BQ4 2022: $123.6BQ1 2023: $131.1BQ2 2023: $143.0BQ3 2023: $147.2BQ4 2023: $145.1BQ1 2024: $166.5BQ2 2024: $188.6BQ3 2024: $225.1BQ4 2024: $255.3BQ1 2025: $247.6BQ2 2025: $275.7BQ3 2025: $288.8BQ4 2025: $325.6BQ1 2026: $360.0BQ2 2026: $336.1B
Institutions holding WMT and their total value by quarter
QuarterHoldersValue
Q2 20264,426$336.1B
Q1 20264,467$360.0B
Q4 20254,414$325.6B
Q3 20254,031$288.8B
Q2 20253,976$275.7B
Q1 20253,882$247.6B
Q4 20243,920$255.3B
Q3 20243,465$225.1B
Q2 20243,321$188.6B
Q1 20243,212$166.5B
Q4 20233,091$145.1B
Q3 20232,931$147.2B
Q2 20232,883$143.0B
Q1 20232,859$131.1B
Q4 20222,814$123.6B
Q3 20222,609$112.7B
Q2 20222,627$106.3B
Q1 20222,734$131.7B
Q4 20212,733$127.6B
Q3 20212,489$122.1B
Q2 20212,501$121.8B
Q1 20212,492$113.9B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q3 2024.

Institutions holding WMT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bruce G. Allen Investments, LLC2,170$196.1K0.16%−133−5.8%Reduced
Wolff Financial Management LLC2,214$200.0K0.06%+2,214New
SIH Partners, LLLP2,219$200.5K0.01%+2,219New
Investment Planning Advisors, Inc.2,224$201.0K0.09%+2,224New
Carolina Wealth Advisors, LLC2,229$201.4K0.11%−540−19.5%Reduced
Graves-Light Private Wealth Management, Inc.2,232$201.7K0.03%+2,232New
Dale Q Rice Investment Management Ltd2,235$201.9K0.09%+2,235New
Skyline Advisors, Inc.2,246$202.9K0.08%+2,246New
Global Wealth Strategies & Associates2,247$203.0K0.06%00.0%Unchanged
Johnson Bixby & Associates, LLC2,247$203.0K0.03%+2,247New
Sava Infond d.o.o.2,250$203.3K0.04%+2,250New
Principia Wealth Advisory, LLC2,251$203.4K0.19%+2,251New
Financial Council Asset Management Inc2,253$203.6K0.10%+2,253New
Brady Martz Wealth Solutions, LLC2,243$203.6K0.05%+2,243New
Banco BTG Pactual S.A.2,265$203.8K0.05%+2,265New
Ipswich Investment Management Co., Inc.2,259$204.1K0.05%+2,259New
Summit Investment Advisors, Inc.1,949$204.7K0.18%+1,949New
Fagan Associates, Inc.2,269$205.0K0.03%+2,269New
Stockman Wealth Management, Inc.2,270$205.1K0.03%+2,270New
Frazier Financial Advisors, LLC2,265$205.1K0.16%−66−2.8%Reduced
Custos Family Office, LLC2,274$205.4K0.07%+2,274New
Clientfirst Wealth Management, LLC2,280$206.0K0.21%+2,280New
Kera Capital Partners, Inc.2,284$206.4K0.06%+2,284New
Trillium Asset Management, LLC2,288$207.0K0.01%−222−8.8%Reduced
Asset Planning Corporation2,298$207.6K0.13%+2,298New
Verus Financial Partners, Inc.2,235$207.8K0.02%+2,235New
Abound Wealth Management2,301$207.9K0.07%+139+6.4%Added
Scott Capital Advisors, LLC2,279$208.6K0.06%+2,279New
Allegiance Financial Group Advisory Services LLC2,312$208.9K0.07%+2,312New
Dempze Nancy E2,317$209.3K0.12%−200−7.9%Reduced
Pension & Wealth Management Advisors, Inc.2,318$209.6K0.08%+1,086+88.1%Added
OneAscent Family Office, LLC2,321$210.0K0.38%+2,321New
Vista Investment Management2,327$210.3K0.08%−316−12.0%Reduced
Kraft Asset Management, LLC2,306$210.6K0.16%−239−9.4%Reduced
Brio Consultants, LLC2,332$210.7K0.03%−384−14.1%Reduced
Mengis Capital Management, Inc.2,336$211.1K0.04%+2,336New
Somerset Group LLC2,343$211.7K0.19%+2,343New
Main Street Group, LTD2,351$212.4K0.08%−233−9.0%Reduced
Joule Financial, LLC2,354$212.7K0.08%+2,354New
Cora Capital Advisors LLC2,355$212.7K0.10%+2,355New
Leisure Capital Management2,356$212.8K0.08%+2,356New
Heritage Investment Group, Inc.2,358$213.0K0.04%+2,358New
Envision Financial Planning, LLC2,359$213.1K0.11%+2,359New
Financial Harvest, LLC2,360$213.2K0.18%+2,360New
NorthStar Asset Management LLC2,361$213.3K0.14%+2,361New
Marotta Asset Management2,371$213.4K0.04%−220−8.5%Reduced
DHJJ Financial Advisors, Ltd.2,367$213.9K0.08%−135−5.4%Reduced
Coco Enterprises, LLC2,374$213.9K0.13%+2,374New
Diversified Portfolios, Inc.2,373$214.4K0.02%+2,373New
Howard Wealth Management, LLC2,374$214.5K0.12%+2,374New
Elser Financial Planning, Inc2,385$215.5K0.01%+2,385New
Emerald Advisors, LLC2,386$215.5K0.03%+2,386New
ACT Advisors, LLC.2,386$215.6K0.12%+2,386New
Lorne Steinberg Wealth Management Inc.2,394$216.3K0.06%+2,394New
Mendel Money Management2,397$216.6K0.10%+2,397New
Midwest Financial Group LLC2,398$216.7K0.12%+2,398New
Martel Wealth Advisors Inc2,400$216.8K0.04%+2,400New
Cranbrook Wealth Management, LLC2,401$217.0K0.05%00.0%Unchanged
Turning Point Benefit Group, Inc.2,372$217.1K0.21%+2,372New
Plotkin Financial Advisors, LLC2,408$217.6K0.13%+2,408New
Oceanside Advisors LLC2,410$217.7K0.16%+2,410New
Aristotle Capital Management, LLC2,415$218.2K0.00%+2,415New
Grunden Financial Advisory, Inc.2,421$218.7K0.11%+2,421New
Defined Financial Planning LLC2,423$218.9K0.23%+2,423New
RTD Financial Advisors, Inc.2,426$219.2K0.03%+2,426New
Harmony Asset Management LLC2,428$219.4K0.09%+2,428New
Obsidian Personal Planning Solutions LLC2,235$219.4K0.11%+2,235New
Momentous Wealth Management, Inc.2,429$219.5K0.18%+2,429New
V-Square Quantitative Management LLC2,433$219.8K0.03%−758−23.8%Reduced
Granite Bay Wealth Management, LLC2,436$220.0K0.08%+2,436New
Cape Cod Five Cents Savings Bank2,729$220.4K0.02%00.0%Unchanged
Fortis Capital Advisors, LLC2,854$220.5K0.08%−585−17.0%Reduced
Miramar Capital, LLC2,442$220.6K0.05%+2,442New
Creative Capital Management Investments LLC2,460$222.3K0.09%00.0%Unchanged
Lighthouse Wealth Management Inc.2,464$222.6K0.20%+2,464New
Instrumental Wealth, LLC2,350$222.7K0.21%+2,350New
Brand Asset Management Group, Inc.2,465$222.7K0.09%+2,465New
Noesis Capital Mangement Corp2,469$223.1K0.04%+2,469New
Ti-Trust, Inc2,475$223.6K0.15%+2,475New
BCU Wealth Advisors, LLC2,480$224.0K0.13%00.0%Unchanged
Harbour Capital Advisors, LLC2,472$224.4K0.05%+2,472New
Cosner Financial Group, LLC2,484$224.4K0.14%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC2,499$225.0K0.17%−12,506−83.3%Reduced
Roof Eidam & Maycock2,493$225.3K0.06%00.0%Unchanged
American Investment Services, Inc.2,496$225.5K0.04%00.0%Unchanged
Gouws Capital LLC2,500$225.9K0.15%00.0%Unchanged
Gabelli & Co Investment Advisers, Inc.2,500$225.9K0.04%+2,500New
Scopus Asset Management, L.P.2,500$225.9K0.01%+2,500New
TPG Financial Advisors, LLC2,505$226.3K0.10%+2,505New
Prudent Investors Network2,506$226.4K0.07%+2,506New
Elevated Capital Advisors, LLC2,507$226.5K0.06%−13−0.5%Reduced
Longview Financial Advisors, Inc.2,511$226.9K0.18%+2,511New
Eldridge Investment Advisors, Inc.2,511$227.0K0.05%00.0%Unchanged
Briaud Financial Planning, Inc2,516$227.0K0.09%+333+15.3%Added
Cornerstone Planning Group LLC2,331$227.0K0.06%+46+2.0%Added
GatePass Capital, LLC2,515$227.2K0.25%+2,515New
Granite Investment Partners, LLC2,517$227.4K0.01%+2,517New
Lutz Financial Services LLC2,518$227.5K0.02%−169−6.3%Reduced
Global Strategic Investment Solutions, LLC2,518$227.5K0.03%+2,518New
Peoples Bank2,521$227.8K0.13%−782−23.7%Reduced