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 7 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 |
|---|---|---|---|---|---|
| Taylor Hoffman Capital Management LLC | 3,159 | $285.4K | 0.10% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 3,165 | $286.0K | 0.14% | 00.0% | Unchanged |
| Veridan Wealth LLC | 2,874 | $286.1K | 0.13% | +2,874 | New |
| Cahill Wealth Management, LLC | 3,179 | $287.2K | 0.15% | +50+1.6% | Added |
| Ring Mountain Capital, LLC | 3,183 | $287.6K | 0.19% | +3,183 | New |
| Evergreen Wealth Solutions, LLC | 3,183 | $287.6K | 0.20% | −3,949−55.4% | Reduced |
| Bonfire Financial | 3,177 | $287.7K | 0.26% | +3,177 | New |
| Blankinship & Foster, LLC | 3,185 | $287.8K | 0.07% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 3,187 | $288.0K | 0.11% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 3,185 | $288.0K | 0.22% | −7−0.2% | Reduced |
| 1776 Wealth LLC | 3,189 | $288.1K | 0.13% | 00.0% | Unchanged |
| First Financial Group Corp | 3,192 | $288.4K | 0.32% | +3,192 | New |
| Sachetta, LLC | 3,194 | $288.6K | 0.11% | +12+0.4% | Added |
| Adapt Wealth Advisors, LLC | 3,195 | $288.7K | 0.14% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 3,200 | $289.1K | 0.01% | −100−3.0% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,201 | $289.2K | 0.21% | +3,201 | New |
| Pitti Group Wealth Management, LLC | 3,208 | $289.8K | 0.29% | +3,208 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,212 | $290.2K | 0.07% | −94−2.8% | Reduced |
| Capital Management Associates, Inc | 3,212 | $290.2K | 0.11% | +282+9.6% | Added |
| Family Firm, Inc. | 3,214 | $290.4K | 0.06% | −504−13.6% | Reduced |
| Clarity Capital Partners LLC | 3,219 | $290.8K | 0.15% | +401+14.2% | Added |
| Iams Wealth Management, LLC | 3,222 | $291.2K | 0.13% | +3,222 | New |
| Vantage Financial Partners, LLC | 3,225 | $291.4K | 0.07% | −7−0.2% | Reduced |
| Suncoast Equity Management | 3,229 | $291.7K | 0.03% | +3,229 | New |
| Values Added Financial LLC | 3,229 | $291.7K | 0.17% | −120−3.6% | Reduced |
| Tumwater Wealth Management, LLC | 3,240 | $292.7K | 0.15% | +3,240 | New |
| Kiely Wealth Advisory Group, Inc. | 2,850 | $293.3K | 0.19% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3,252 | $293.8K | 0.55% | −2,066−38.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,261 | $294.6K | 0.19% | +249+8.3% | Added |
| Meixler Investment Management, Ltd. | 3,262 | $294.7K | 0.22% | −164−4.8% | Reduced |
| Sollinda Capital Management LLC | 3,265 | $295.0K | 0.08% | +605+22.7% | Added |
| Tolleson Wealth Management, Inc. | 3,263 | $295.0K | 0.06% | +3,263 | New |
| Alpha Financial Partners, LLC | 3,265 | $295.0K | 0.23% | +3,265 | New |
| Mason & Associates Inc | 3,266 | $295.1K | 0.07% | −146−4.3% | Reduced |
| FSA Advisors, Inc. | 3,330 | $295.5K | 0.36% | +3,330 | New |
| Synergy Financial Group, LTD | 3,280 | $296.3K | 0.25% | −11−0.3% | Reduced |
| Rench Wealth Management, Inc. | 3,292 | $297.4K | 0.10% | +303+10.1% | Added |
| First National Corp | 3,295 | $297.7K | 0.07% | −127−3.7% | Reduced |
| BlueSky Wealth Advisors, LLC | 3,300 | $298.2K | 0.05% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 3,310 | $299.1K | 0.08% | +249+8.1% | Added |
| Jackson Thornton Asset Management, LLC | 3,312 | $299.2K | 0.04% | +582+21.3% | Added |
| Taylor Financial Group, Inc. | 3,315 | $299.5K | 0.21% | 00.0% | Unchanged |
| Essex LLC | 3,320 | $300.0K | 0.06% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 3,327 | $300.6K | 0.07% | +3,327 | New |
| Bourgeon Capital Management LLC | 3,333 | $301.1K | 0.06% | +75+2.3% | Added |
| Campion Asset Management LLC | 3,335 | $301.3K | 0.23% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,336 | $301.4K | 0.18% | +6+0.2% | Added |
| BCM Advisors, LLC | 2,943 | $301.5K | 0.07% | −105−3.4% | Reduced |
| East Coast Asset Management, LLC. | 3,338 | $301.6K | 0.10% | −270−7.5% | Reduced |
| Purkiss Capital Advisors LLC | 3,346 | $302.3K | 0.26% | +3,346 | New |
| EWG Elevate Inc. | 3,348 | $302.5K | 0.09% | +20+0.6% | Added |
| Peachtree Investment Partners, LLC | 3,349 | $302.6K | 0.11% | +3,349 | New |
| CJM Wealth Advisers, Ltd. | 3,351 | $302.8K | 0.10% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 3,353 | $303.0K | 0.16% | +162+5.1% | Added |
| Sequent Planning LLC | 3,357 | $303.3K | 0.11% | −2,273−40.4% | Reduced |
| Carl P. Sherr & Co., LLC | 3,360 | $303.6K | 0.16% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 3,367 | $304.2K | 0.04% | 00.0% | Unchanged |
| Morton Community Bank | 3,375 | $304.9K | 0.08% | −87−2.5% | Reduced |
| Tarbox Family Office, Inc. | 3,379 | $305.3K | 0.05% | +22+0.7% | Added |
| Coastal Investment Advisors, Inc. | 3,371 | $306.0K | 0.13% | −2,490−42.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3,393 | $306.5K | 0.13% | +330+10.8% | Added |
| Shilanski & Associates, Inc. | 3,404 | $307.7K | 0.10% | +3,404 | New |
| Elios Financial Group Inc. | 3,407 | $307.8K | 0.15% | +756+28.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 3,407 | $307.8K | 0.09% | +3,407 | New |
| Intelligence Driven Advisers, LLC | 3,418 | $308.8K | 0.06% | +42+1.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,416 | $309.4K | 0.12% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 3,425 | $309.4K | 0.08% | +124+3.8% | Added |
| Coyle Financial Counsel LLC | 3,431 | $310.0K | 0.10% | +102+3.1% | Added |
| Optima Capital LLC | 3,429 | $310.5K | 0.21% | +3,429 | New |
| Mill Capital Management, LLC | 3,441 | $310.9K | 0.02% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 3,445 | $311.3K | 0.34% | +3,445 | New |
| Villere St Denis J & Co LLC | 3,447 | $311.4K | 0.03% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 3,459 | $312.5K | 0.18% | +122+3.7% | Added |
| New England Professional Planning Group Inc. | 3,459 | $312.5K | 0.16% | −204−5.6% | Reduced |
| Evolution Advisers, Inc. | 3,471 | $313.0K | 0.17% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 3,466 | $313.1K | 0.33% | −150−4.1% | Reduced |
| Marion Wealth Management | 3,467 | $313.2K | 0.08% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,467 | $313.3K | 0.11% | −21−0.6% | Reduced |
| Barings LLC | 3,471 | $313.6K | 0.01% | +347+11.1% | Added |
| Ground Swell Capital, LLC | 3,473 | $313.8K | 0.68% | +3,473 | New |
| Staley Capital Advisers Inc | 3,477 | $314.1K | 0.01% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 3,478 | $314.2K | 0.11% | −872−20.0% | Reduced |
| Asset Planning,Inc | 3,495 | $315.8K | 0.24% | +3,495 | New |
| Sandbox Financial Partners, LLC | 3,496 | $315.9K | 0.11% | −53−1.5% | Reduced |
| Twin Lakes Capital Management, LLC | 3,498 | $316.0K | 0.20% | 00.0% | Unchanged |
| Mma Asset Management LLC | 3,504 | $316.6K | 0.14% | +501+16.7% | Added |
| HMV Wealth Advisors, LLC | 3,505 | $316.7K | 0.32% | +3,505 | New |
| Merrion Investment Management Co, LLC | 3,500 | $317.0K | 0.22% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 3,509 | $317.0K | 0.28% | −18−0.5% | Reduced |
| IFG Advisors, LLC | 3,512 | $317.3K | 0.06% | +10+0.3% | Added |
| Twin Focus Capital Partners, LLC | 3,523 | $318.3K | 0.05% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 3,525 | $318.5K | 0.24% | +3,525 | New |
| Landaas & Co | 3,535 | $319.0K | 0.09% | −244−6.5% | Reduced |
| Horizon Investment Services, LLC | 3,536 | $319.5K | 0.14% | +785+28.5% | Added |
| Sterneck Capital Management, LLC | 3,540 | $319.8K | 0.17% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,543 | $320.8K | 0.04% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 3,297 | $321.5K | 0.17% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,565 | $322.1K | 0.05% | −370−9.4% | Reduced |
| McIlrath & Eck, LLC | 3,582 | $323.6K | 0.04% | −1,083−23.2% | Reduced |
| Klingenstein Fields & Co LP | 3,584 | $323.8K | 0.01% | 00.0% | Unchanged |