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 |
|---|---|---|---|---|---|
| Washburn Capital Management, Inc. | 2,836 | $256.2K | 0.16% | +2,836 | New |
| Professional Advisory Services Inc | 2,850 | $257.0K | 0.04% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 2,850 | $257.0K | 0.25% | 00.0% | Unchanged |
| Clifford Group, LLC | 2,845 | $257.0K | 0.20% | +12+0.4% | Added |
| Brueske Advisory Services, LLC | 2,847 | $257.2K | 0.23% | +2,847 | New |
| Fiduciary Financial Group, LLC | 2,766 | $257.2K | 0.06% | −96−3.4% | Reduced |
| Prairiewood Capital, LLC | 2,849 | $257.4K | 0.11% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,850 | $257.5K | 0.14% | +750+35.7% | Added |
| Phil A. Younker & Associates, Ltd. | 2,850 | $257.5K | 0.26% | +2,850 | New |
| Apriem Advisors | 2,855 | $257.9K | 0.03% | +217+8.2% | Added |
| ETF Portfolio Partners, Inc. | 2,859 | $258.3K | 0.08% | 00.0% | Unchanged |
| Heron Bay Capital Management | 2,862 | $258.6K | 0.05% | −97−3.3% | Reduced |
| Alesco Advisors LLC | 2,867 | $259.0K | 0.01% | −64−2.2% | Reduced |
| Cookson Peirce & Co Inc | 2,868 | $259.1K | 0.01% | +2,868 | New |
| Cherrydale Wealth Management, LLC | 2,874 | $259.6K | 0.10% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 2,868 | $259.7K | 0.19% | +35+1.2% | Added |
| Saybrook Capital | 2,875 | $259.8K | 0.07% | +2,875 | New |
| Schubert & Co | 2,877 | $260.0K | 0.18% | +89+3.2% | Added |
| Heritage Financial Services, LLC | 2,878 | $260.0K | 0.03% | +9+0.3% | Added |
| Dakota Community Bank & Trust NA | 2,879 | $260.1K | 1.24% | +110+4.0% | Added |
| Aspire Capital Advisors LLC | 2,880 | $260.2K | 0.07% | +237+9.0% | Added |
| Mader & Shannon Wealth Management, Inc. | 2,885 | $260.7K | 0.16% | +2,885 | New |
| Parcion Private Wealth LLC | 2,904 | $262.4K | 0.02% | +2,904 | New |
| Private Advisory Group LLC | 2,905 | $262.5K | 0.03% | +2,905 | New |
| Dark Forest Capital Management LP | 2,908 | $262.7K | 0.04% | −8,503−74.5% | Reduced |
| Knightsbridge Asset Management, LLC | 2,910 | $262.9K | 0.06% | +89+3.2% | Added |
| Covestor Ltd | 2,914 | $263.0K | 0.16% | +187+6.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,914 | $263.3K | 0.06% | +2,914 | New |
| Bearing Point Capital, LLC | 2,917 | $263.6K | 0.05% | +2,917 | New |
| PCG Wealth Advisors, LLC | 2,919 | $263.7K | 0.10% | +126+4.5% | Added |
| Next Level Private LLC | 2,924 | $264.1K | 0.11% | +147+5.3% | Added |
| Access Financial Services, Inc. | 2,925 | $264.3K | 0.12% | +2,925 | New |
| Mascagni Wealth Management, Inc. | 3,018 | $265.0K | 0.26% | +3,018 | New |
| Asio Capital, LLC | 2,933 | $265.6K | 0.05% | −100−3.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2,934 | $265.8K | 0.01% | −508−14.8% | Reduced |
| Centennial Wealth Advisory LLC | 2,942 | $265.8K | 0.10% | −10.0% | Reduced |
| Security National Bank | 2,943 | $265.9K | 0.04% | +600+25.6% | Added |
| Financial Advisory Corp | 2,942 | $266.0K | 0.10% | +10.0% | Added |
| Petix & Botte Co | 2,946 | $266.2K | 0.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 2,954 | $266.9K | 0.05% | +1,730+141.3% | Added |
| LifeGoal Wealth Advisors | 2,955 | $267.0K | 0.29% | +2,955 | New |
| Avaii Wealth Management, LLC | 2,962 | $267.6K | 0.13% | −601−16.9% | Reduced |
| Fielder Capital Group LLC | 2,972 | $268.5K | 0.08% | −7−0.2% | Reduced |
| Seven Springs Wealth Group, LLC | 2,976 | $268.9K | 0.10% | +2,976 | New |
| Sierra Ocean, LLC | 2,984 | $269.6K | 0.22% | +2,984 | New |
| Sar Wealth Management Group, LLC | 2,988 | $270.0K | 0.18% | −100−3.2% | Reduced |
| Warner Financial, Inc | 2,984 | $270.0K | 0.12% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 2,984 | $270.0K | 0.34% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 2,989 | $270.1K | 0.24% | +2,989 | New |
| Northeast Financial Group, Inc. | 2,990 | $270.1K | 0.10% | +29+1.0% | Added |
| Integrity Wealth Solutions LLC | 2,989 | $270.5K | 0.15% | +2,989 | New |
| Vision Capital Management, Inc. | 2,998 | $270.9K | 0.04% | +2,998 | New |
| Bolthouse Investments, LLC | 2,999 | $271.0K | 0.25% | +2,999 | New |
| A. D. Beadell Investment Counsel, Inc. | 3,000 | $271.0K | 0.22% | −750−20.0% | Reduced |
| Montag & Caldwell, LLC | 3,000 | $271.1K | 0.06% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 3,000 | $271.1K | 0.11% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 3,000 | $271.1K | 0.03% | 00.0% | Unchanged |
| NWK Group, Inc. | 3,000 | $271.1K | 0.10% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 3,000 | $271.1K | 0.06% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 3,000 | $271.1K | 0.19% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 3,000 | $271.1K | 0.24% | +3,000 | New |
| Truepoint, Inc. | 3,004 | $271.4K | 0.01% | +3,004 | New |
| Runnymede Capital Advisors, Inc. | 3,009 | $271.9K | 0.24% | +3,009 | New |
| Powell Investment Advisors, LLC | 3,006 | $272.2K | 0.13% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 3,019 | $272.8K | 0.24% | +3,019 | New |
| Werba Rubin Papier Wealth Management | 3,026 | $273.4K | 0.06% | +138+4.8% | Added |
| WP Advisors, LLC | 3,026 | $273.4K | 0.09% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 3,026 | $273.4K | 0.15% | −500−14.2% | Reduced |
| Notis-McConarty Edward | 3,030 | $273.8K | 0.13% | −170−5.3% | Reduced |
| Phillips Wealth Planners LLC | 2,950 | $274.3K | 0.27% | −2,175−42.4% | Reduced |
| WPG Advisers, LLC | 3,037 | $274.4K | 0.25% | +3,037 | New |
| Opes Wealth Management LLC | 3,043 | $274.9K | 0.06% | +223+7.9% | Added |
| Oak Ridge Investments LLC | 3,053 | $275.8K | 0.02% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 3,055 | $276.0K | 0.16% | +3,055 | New |
| Marex Group plc | 3,056 | $276.1K | 0.00% | +3,056 | New |
| Sterling Group Wealth Management, LLC | 3,057 | $276.2K | 0.14% | 00.0% | Unchanged |
| Dynamic Financial Group | 3,061 | $276.6K | 0.28% | +3,061 | New |
| Hoge Financial Services, LLC | 3,067 | $277.1K | 0.20% | +3,067 | New |
| Harbour Investment Management LLC | 3,073 | $277.9K | 0.12% | +3,073 | New |
| Templeton & Phillips Capital Management, LLC | 3,079 | $278.2K | 0.22% | +25+0.8% | Added |
| AllSquare Wealth Management LLC | 3,084 | $278.6K | 0.16% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 3,089 | $279.1K | 0.14% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 3,092 | $279.3K | 0.10% | +35+1.1% | Added |
| Dodds Wealth, LLC | 3,000 | $279.7K | 0.09% | 00.0% | Unchanged |
| Sharpepoint LLC | 3,110 | $281.0K | 0.25% | +3,110 | New |
| Aspen Grove Capital, LLC | 3,105 | $281.1K | 0.06% | +44+1.4% | Added |
| BluePointe Capital Management, LLC | 3,106 | $281.3K | 0.16% | +3,106 | New |
| Altiora Financial Group, LLC | 3,115 | $281.4K | 0.06% | 00.0% | Unchanged |
| BetterWealth, LLC | 3,115 | $281.4K | 0.08% | +36+1.2% | Added |
| Clark Asset Management, LLC | 3,118 | $281.7K | 0.05% | −783−20.1% | Reduced |
| Independent Family Office, LLC | 3,120 | $281.9K | 0.15% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 2,741 | $282.1K | 0.13% | +2,741 | New |
| Eagle Wealth Strategies LLC | 3,125 | $282.4K | 0.20% | +104+3.4% | Added |
| Rodgers Brothers Inc. | 3,132 | $283.0K | 0.04% | +525+20.1% | Added |
| Hughes Financial Services, LLC | 3,133 | $283.1K | 0.06% | +3,133 | New |
| Horizon Wealth Management, LLC | 3,146 | $284.2K | 0.05% | +41+1.3% | Added |
| Griffith & Werner, Inc. | 3,153 | $284.9K | 0.19% | +3,153 | New |
| Leslie Global Wealth, LLC | 3,154 | $285.0K | 0.13% | +568+22.0% | Added |
| Vestia Personal Wealth Advisors | 3,155 | $285.0K | 0.23% | +301+10.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 3,156 | $285.2K | 0.08% | +3,156 | New |