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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $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 |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 2,517 | $228.0K | 0.02% | 00.0% | Unchanged |
| FreeGulliver LLC | 2,524 | $228.0K | 0.12% | −737−22.6% | Reduced |
| Litman Gregory Asset Management LLC | 2,527 | $228.3K | 0.02% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,531 | $228.7K | 0.06% | +2,531 | New |
| Millington Financial Advisors, LLC | 2,299 | $228.9K | 0.13% | +2,299 | New |
| Traction Financial Partners, LLC | 2,535 | $229.0K | 0.18% | −311−10.9% | Reduced |
| Barton Investment Management | 2,535 | $229.0K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,542 | $229.7K | 0.18% | 00.0% | Unchanged |
| Hanover Advisors Inc | 2,550 | $230.4K | 0.10% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 2,553 | $230.7K | 1.16% | +2,553 | New |
| Two Sigma Securities, LLC | 2,553 | $230.7K | 0.04% | −39,932−94.0% | Reduced |
| Landing Point Financial Group, LLC | 2,229 | $231.0K | 0.18% | +2,229 | New |
| Ade, LLC | 2,557 | $231.0K | 0.14% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 2,557 | $231.1K | 0.12% | +50+2.0% | Added |
| Miller Financial Services LLC | 2,559 | $231.2K | 0.20% | +2,559 | New |
| Clear Investment Research, LLC | 2,559 | $231.3K | 0.31% | −6−0.2% | Reduced |
| G&S Capital LLC | 2,560 | $231.3K | 0.10% | +24+0.9% | Added |
| Riverstone Advisors, LLC | 2,562 | $231.5K | 0.13% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,570 | $232.2K | 0.13% | +2,570 | New |
| Payne Capital Management, LLC | 2,571 | $232.2K | 0.10% | +2,571 | New |
| National Philanthropic Trust | 2,571 | $232.3K | 0.00% | +2,571 | New |
| Cannon Wealth Management Services, LLC | 2,335 | $232.4K | 0.20% | +2,335 | New |
| Crescent Grove Advisors, LLC | 2,567 | $232.5K | 0.02% | −973−27.5% | Reduced |
| Avant Capital LLC | 2,578 | $232.9K | 0.19% | +2,578 | New |
| Old North State Wealth Management, LLC | 2,573 | $233.0K | 0.13% | −473−15.5% | Reduced |
| Opus Capital Group, LLC | 2,582 | $233.0K | 0.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,580 | $233.1K | 0.24% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 2,588 | $233.8K | 0.06% | +2,588 | New |
| Blue Zone Wealth Advisors, LLC | 2,589 | $233.9K | 0.07% | +2,589 | New |
| Compass Financial Services Inc | 2,589 | $233.9K | 0.13% | +2,589 | New |
| Smallwood Wealth Investment Management, LLC | 2,590 | $234.0K | 0.16% | −75−2.8% | Reduced |
| Westshore Wealth, LLC | 2,592 | $234.1K | 0.09% | +5+0.2% | Added |
| Baring Financial LLC | 2,603 | $235.2K | 0.21% | +2,603 | New |
| Camelot Portfolios, LLC | 2,604 | $235.3K | 0.25% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,604 | $235.3K | 0.03% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,604 | $235.3K | 0.03% | −1,077−29.3% | Reduced |
| Oberweis Asset Management Inc | 2,604 | $235.3K | 0.01% | −390−13.0% | Reduced |
| North Forty Two & Co. | 2,606 | $235.5K | 0.27% | +2,606 | New |
| JNBA Financial Advisors | 2,612 | $236.0K | 0.02% | −115−4.2% | Reduced |
| Hill Investment Group Partners, LLC | 2,613 | $236.1K | 0.03% | +2,613 | New |
| Halbert Hargrove Global Advisors, LLC | 2,615 | $236.3K | 0.01% | −39−1.5% | Reduced |
| Entrewealth, LLC | 2,911 | $236.6K | 0.22% | +2,911 | New |
| LWM Advisory Services, LLC | 2,627 | $236.9K | 0.16% | +48+1.9% | Added |
| Meredith Wealth Planning | 2,628 | $237.4K | 0.11% | +2,628 | New |
| Community Bank of Raymore | 2,646 | $239.1K | 0.19% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,649 | $239.3K | 0.05% | −157−5.6% | Reduced |
| Gradient Capital Advisors, LLC | 2,651 | $239.5K | 0.08% | −124−4.5% | Reduced |
| Carroll Investors, Inc | 2,654 | $240.3K | 0.14% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 2,666 | $240.9K | 0.13% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 2,664 | $241.0K | 0.25% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 2,670 | $241.2K | 0.24% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 2,676 | $241.8K | 0.00% | −500−15.7% | Reduced |
| Madison Investment Advisors, LLC | 2,676 | $241.8K | 0.00% | +2,676 | New |
| WealthCollab, LLC | 2,682 | $242.3K | 0.16% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 2,686 | $242.6K | 0.22% | +2,686 | New |
| Hilltop Wealth Advisors, LLC | 2,688 | $242.9K | 0.12% | −469−14.9% | Reduced |
| Pacific Center for Financial Services | 2,691 | $243.1K | 0.06% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,700 | $243.9K | 0.06% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 2,697 | $244.7K | 0.13% | +2,697 | New |
| Provident Wealth Management, LLC | 2,709 | $244.8K | 0.08% | −228−7.8% | Reduced |
| StoneCrest Wealth Management, Inc. | 2,711 | $244.9K | 0.16% | −173−6.0% | Reduced |
| Colorado Capital Management, Inc. | 2,711 | $245.0K | 0.12% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 2,714 | $245.2K | 0.17% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 2,720 | $245.8K | 0.03% | +2,720 | New |
| Lynx Capital Group Ltd | 2,722 | $245.9K | 0.14% | 00.0% | Unchanged |
| R Squared Ltd | 2,726 | $246.3K | 0.24% | +2,726 | New |
| Juncture Wealth Strategies, LLC | 2,729 | $246.6K | 0.09% | −732−21.1% | Reduced |
| Wick Capital Partners, LLC | 2,733 | $246.9K | 0.07% | 00.0% | Unchanged |
| Flagstone Financial Management | 2,735 | $247.1K | 0.08% | −80−2.8% | Reduced |
| Miller Wealth Advisors, LLC | 2,736 | $247.2K | 0.13% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,741 | $247.6K | 0.14% | 00.0% | Unchanged |
| Talbot Financial, LLC | 2,745 | $248.0K | 0.03% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 2,750 | $248.4K | 0.13% | −324−10.5% | Reduced |
| West Oak Capital, LLC | 2,750 | $248.5K | 0.09% | 00.0% | Unchanged |
| Seldon Capital LP | 2,754 | $248.8K | 0.10% | 00.0% | Unchanged |
| Darrow Company, Inc. | 2,754 | $248.8K | 0.14% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 2,755 | $248.9K | 0.28% | +2,755 | New |
| Poinciana Advisors Group, LLC | 2,759 | $249.3K | 0.25% | +2,759 | New |
| RWM Asset Management, LLC | 2,760 | $249.4K | 0.04% | −57−2.0% | Reduced |
| Keyvantage Wealth, LLC | 2,763 | $249.7K | 0.18% | +2,763 | New |
| Arcus Capital Partners, LLC | 4,150 | $249.7K | 0.08% | −27−0.6% | Reduced |
| LGL Partners, LLC | 2,784 | $251.5K | 0.04% | +2,784 | New |
| Post Resch Tallon Group Inc. | 2,800 | $252.0K | 0.24% | +2,800 | New |
| Requisite Capital Management, LLC | 2,785 | $252.2K | 0.05% | +2,785 | New |
| Ridgeline Wealth Planning, LLC | 2,795 | $252.5K | 0.24% | +2,795 | New |
| WealthCare Investment Partners, LLC | 2,808 | $252.7K | 0.11% | +2,808 | New |
| Vista Private Wealth Partners. LLC | 2,799 | $252.9K | 0.10% | −244−8.0% | Reduced |
| Vista Cima Wealth Management LLC | 2,804 | $253.3K | 0.26% | +2,804 | New |
| Waller Financial Planning Group, Inc | 2,804 | $253.4K | 0.06% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 2,807 | $253.6K | 0.21% | −227−7.5% | Reduced |
| Searle & Co. | 2,811 | $253.9K | 0.07% | +2,811 | New |
| Scott & Selber, Inc. | 2,815 | $254.0K | 0.08% | 00.0% | Unchanged |
| Affiance Financial, LLC | 2,817 | $254.5K | 0.06% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 2,824 | $255.1K | 0.11% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,825 | $255.2K | 0.06% | 00.0% | Unchanged |
| Quartz Partners, LLC | 2,826 | $255.3K | 0.16% | +7+0.2% | Added |
| New Millennium Group LLC | 2,830 | $255.6K | 0.15% | +74+2.7% | Added |
| Voya Financial Advisors, Inc. | 2,826 | $256.0K | 0.03% | +105+3.9% | Added |
| Wallington Asset Management, LLC | 2,836 | $256.0K | 0.04% | −179−5.9% | Reduced |
| GW&K Investment Management, LLC | 2,834 | $256.0K | 0.00% | +26+0.9% | Added |