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 |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 3,582 | $324.0K | 0.18% | −38,912−91.6% | Reduced |
| Avenir Corp | 3,588 | $324.2K | 0.03% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 3,592 | $324.5K | 0.10% | +29+0.8% | Added |
| Crowley Wealth Management, Inc. | 3,604 | $325.6K | 0.29% | +3,604 | New |
| Elite Financial, Inc. | 3,612 | $327.0K | 0.18% | +3,612 | New |
| Barlow Wealth Partners, Inc. | 3,599 | $328.7K | 0.04% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 3,639 | $328.8K | 0.12% | −2−0.1% | Reduced |
| Frisch Financial Group, Inc. | 3,638 | $329.0K | 0.10% | 00.0% | Unchanged |
| TL Private Wealth | 3,606 | $329.4K | 0.15% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,646 | $329.4K | 0.26% | +350+10.6% | Added |
| Private Capital Management LLC | 3,647 | $329.5K | 0.07% | −95−2.5% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 3,651 | $329.9K | 0.20% | −114−3.0% | Reduced |
| Saxony Capital Management, LLC | 3,659 | $330.6K | 0.29% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3,663 | $331.0K | 0.17% | +961+35.6% | Added |
| Wealthstream Advisors, Inc. | 3,665 | $331.1K | 0.06% | +94+2.6% | Added |
| Greenup Street Wealth Management LLC | 3,676 | $332.1K | 0.07% | +746+25.5% | Added |
| Marquette Asset Management, LLC | 3,680 | $332.5K | 0.05% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 3,699 | $334.2K | 0.17% | +124+3.5% | Added |
| McHugh Group, LLC | 3,700 | $334.3K | 0.25% | +3,700 | New |
| Mount Yale Investment Advisors, LLC | 3,702 | $334.5K | 0.03% | −9,415−71.8% | Reduced |
| Threadgill Financial, LLC | 3,708 | $335.0K | 0.18% | +524+16.5% | Added |
| Acorn Wealth Advisors, LLC | 3,724 | $336.4K | 0.14% | −2−0.1% | Reduced |
| TFR Capital, LLC. | 3,743 | $338.2K | 0.17% | +3,743 | New |
| Machina Capital S.A.S. | 3,746 | $338.5K | 0.14% | +3,746 | New |
| Palisades Hudson Asset Management, L.P. | 3,758 | $339.0K | 0.14% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 3,768 | $339.1K | 0.05% | −1,080−22.3% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 3,756 | $339.4K | 0.18% | −510−12.0% | Reduced |
| Ellis Investment Partners, LLC | 3,759 | $339.6K | 0.07% | 00.0% | Unchanged |
| IMZ Advisory Inc | 3,763 | $340.0K | 0.16% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 3,774 | $341.0K | 0.03% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 3,777 | $341.0K | 0.04% | 00.0% | Unchanged |
| Great Waters Wealth Management | 3,777 | $341.2K | 0.04% | −605−13.8% | Reduced |
| Journey Beyond Wealth, LLC | 3,779 | $341.4K | 0.32% | +3,779 | New |
| Sage Investment Counsel LLC | 3,801 | $343.4K | 0.45% | +3,801 | New |
| Gateway Wealth Partners, LLC | 3,803 | $343.6K | 0.09% | −208−5.2% | Reduced |
| Rise Advisors, LLC | 3,815 | $344.7K | 0.17% | −182−4.6% | Reduced |
| Landmark Wealth Management, Inc. | 3,816 | $344.8K | 0.17% | 00.0% | Unchanged |
| Lynx Investment Advisory | 3,817 | $344.9K | 0.24% | −111−2.8% | Reduced |
| Penbrook Management LLC | 3,821 | $345.2K | 0.24% | −800−17.3% | Reduced |
| B&L Asset Management LLC | 3,825 | $345.6K | 0.22% | 00.0% | Unchanged |
| Searcy Financial Services Inc | 3,839 | $346.8K | 0.16% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 3,844 | $347.3K | 0.09% | +120+3.2% | Added |
| Westbourne Investment Advisors, Inc. | 3,849 | $348.0K | 0.12% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,855 | $348.3K | 0.14% | −480−11.1% | Reduced |
| Alaethes Wealth LLC | 3,847 | $348.4K | 0.12% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 3,861 | $349.0K | 0.14% | +321+9.1% | Added |
| Guardian Wealth Advisors, LLC | 3,865 | $349.2K | 0.22% | +5+0.1% | Added |
| Fonville Wealth Management LLC | 3,886 | $351.3K | 0.12% | −137−3.4% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,892 | $351.6K | 0.14% | +3+0.1% | Added |
| Intellus Advisors LLC | 3,897 | $352.1K | 0.06% | +3,897 | New |
| Acima Private Wealth, LLC | 3,900 | $352.4K | 0.12% | 00.0% | Unchanged |
| Innova Wealth Partners | 3,900 | $352.4K | 0.22% | +3,900 | New |
| LifePlan Investment Advisors, Inc. | 3,902 | $352.5K | 0.22% | +38+1.0% | Added |
| Prepared Retirement Institute LLC | 3,903 | $352.6K | 0.20% | 00.0% | Unchanged |
| Towercrest Capital Management | 3,910 | $353.3K | 0.06% | −100−2.5% | Reduced |
| Boomfish Wealth Group, LLC | 3,917 | $353.9K | 0.21% | −116−2.9% | Reduced |
| Glass Wealth Management Co LLC | 3,919 | $354.1K | 0.19% | +360+10.1% | Added |
| Financial Advisors, LLC | 3,923 | $354.5K | 0.07% | 00.0% | Unchanged |
| Claris Financial LLC | 3,927 | $354.8K | 0.23% | +3,927 | New |
| Mezzasalma Advisors, LLC | 3,930 | $355.1K | 0.11% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,937 | $355.7K | 0.10% | −219−5.3% | Reduced |
| Edge Financial Advisors LLC | 3,943 | $356.3K | 0.32% | −335−7.8% | Reduced |
| Atticus Wealth Management, LLC | 3,945 | $356.4K | 0.11% | −172−4.2% | Reduced |
| Marks Group Wealth Management, Inc | 3,954 | $357.2K | 0.04% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 3,955 | $357.3K | 0.23% | +4+0.1% | Added |
| Marietta Investment Partners LLC | 3,965 | $358.2K | 0.08% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,977 | $359.0K | 0.03% | +3,977 | New |
| First National Bank Sioux Falls | 3,984 | $360.0K | 0.15% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,988 | $360.4K | 0.09% | +73+1.9% | Added |
| Waycross Partners, LLC | 4,000 | $361.4K | 0.05% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 4,000 | $361.4K | 0.35% | +4,000 | New |
| Impact Partnership Wealth, LLC | 4,004 | $361.8K | 0.07% | +4,004 | New |
| Treasure Coast Financial Planning | 4,016 | $362.8K | 0.24% | 00.0% | Unchanged |
| Financial Freedom, LLC | 4,018 | $363.0K | 0.19% | −240−5.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 4,018 | $363.0K | 0.05% | −125−3.0% | Reduced |
| Morris Financial Concepts, Inc. | 4,019 | $363.1K | 0.16% | +596+17.4% | Added |
| Gratus Wealth Advisors, LLC | 4,020 | $363.2K | 0.06% | +300+8.1% | Added |
| Principal Street Partners, LLC | 4,040 | $365.0K | 0.07% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 4,040 | $365.0K | 0.01% | −863−17.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 4,046 | $365.6K | 0.09% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 4,047 | $365.6K | 0.30% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 4,048 | $365.7K | 0.14% | −714−15.0% | Reduced |
| Financial Enhancement Group LLC | 3,997 | $365.9K | 0.06% | +3,997 | New |
| New Jersey Better Educational Savings Trust | 4,050 | $365.9K | 0.70% | −600−12.9% | Reduced |
| Root Financial Partners, LLC | 4,051 | $366.1K | 0.05% | +4,051 | New |
| Lantern Wealth Advisors, LLC | 4,060 | $366.9K | 0.24% | +542+15.4% | Added |
| Warburton Capital Management, LLC | 4,063 | $367.0K | 0.27% | +4,063 | New |
| TAP Consulting, LLC | 4,081 | $368.7K | 0.08% | +31+0.8% | Added |
| Chris Bulman Inc | 4,085 | $369.1K | 0.24% | −159−3.7% | Reduced |
| Spahn Wealth & Retirement LLC | 4,098 | $370.3K | 0.24% | +4,098 | New |
| Clean Yield Group | 4,101 | $370.5K | 0.12% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,104 | $370.8K | 0.13% | +188+4.8% | Added |
| Seascape Capital Management | 4,127 | $373.0K | 0.13% | −10.0% | Reduced |
| Key Financial Inc | 4,143 | $374.3K | 0.09% | −435−9.5% | Reduced |
| ETF Store, Inc. | 4,144 | $374.4K | 0.46% | −453−9.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,641 | $374.8K | 0.16% | 00.0% | Unchanged |
| Kendall Capital Management | 4,149 | $374.9K | 0.11% | +564+15.7% | Added |
| Capital Advisors, Ltd. LLC | 4,156 | $375.0K | 0.05% | +33+0.8% | Added |
| STAR Financial Bank | 4,154 | $375.3K | 0.27% | −2,070−33.3% | Reduced |
| Sigma Investment Counselors Inc | 4,162 | $376.0K | 0.02% | +801+23.8% | Added |